Data Export using Data Management in PBCS

Well, in this blog, I would be talking about data export from a PBCS application. This arose from a business query on exporting data from a Planning application. The below snapshot is the data that needs to be exported out of a Planning application.

Now, we will be using data management for exporting data from the application. The EPM application metadata is as shown in the below snapshot. 

The first step that needs to be done is add a Target application in data management as shown in the below snapshots. The application that we plan to add is Local and choose “Custom application” from the application type dropdown.

The name of the application is DATAEXP (so much for imaginative names) and it has a metadata structure similar to the source application.

Just check the “Enable export to file” in the Application Options is set to Yes as shown in the below snapshot.

The next step is to define the import format. Note the source application and target application in the below snapshot. The source application is the MHPLAN1 application and the target application is DATAEXP i.e. the local custom application that we have created in the above steps.

I just define the members and map them to corresponding fields as shown in the below snapshot.

The next step is to define a location and add the Import Format to this location. I have created a location called as “Data_Export_Location” as shown in the below snapshot.

Now, the next step is to define a data load rule for this location. This is shown in the next couple of snapshots. 

I now go to the Data Load workbench and see click on the import button as shown in the next couple of snapshots.

As you can see the data has been imported successfully from the MHPLAN1 application. However, since the mappings have not been defined the data import validation fails. 

I define simple generic mappings as shown in the below snapshot for the remaining dimensions as shown in the below snapshot.

 

Once the mappings are defined, the data load is successfully validated as shown in the below snapshot.

Once the data load rule has been validated, I click on the export button and the data is now exported to the custom application DATAEXP as shown in the below snapshot.

Now, the data that is exported would be present as a file in the outbox folder as shown in the below snapshot.

 

Contents of the file is as shown in the below snapshot.