Load Data from EPM Export Data Instance into NetSuite Analytics Warehouse (Preview)

As a service administrator, you can use the NetSuite Analytics Warehouse extract service to acquire data from EPM Export Data instance and use it to create data augmentations.

You can connect to these functional modules of EPM:
  • Financial Close and Consolidation (FCCS)
  • Planning and Budgeting (PBCS)
  • Profitability and Cost Management (PCMCS)
If you've pivot table in your source, then the metadata extract supports pivot table metadata extraction for the EPM connectors. You can only manually extract the incremental data because, for incremental extraction, you must update the results file in EPM before starting the next extraction for the updated data. Update the results file by running the integration using Data Exchange and then access the new results file from the EPM connector in NetSuite Analytics Warehouse. Ensure that you enter all the fields in accordance with your EPM nomenclature and specifics. For example, if you have defined Period in your EPM job as {June-23}, then include exactly the same in the Create Connection for the EPM source dialog.

Note:

The EPM connectors display the default datatype and size; you must edit these values as applicable while creating data augmentations.
Depending on the functional module you want to connect to, ensure that the applicable feature is enabled on the Enable Features page prior to creating this connection:
  • EPM Financial Close and Consolidation Data Export
  • EPM Planning and Budgeting Data Export
  • EPM Profitability and Cost Management Data Export
See Make Preview Features Available.
  1. In EPM, create a data exchange job, write out the results into a file whose name you provide in Download File Name, and then specify that same file name in List of Data Files while creating the connection to EPM in NetSuite Analytics Warehouse to extract the data.
  2. In EPM, when exporting data, use one of the following modes:
    • Standard mode: This built-in workflow process helps manage the data flow process in and out of EPM. For Standard mode, you specify the period when you run the integration.
    • Quick mode: This process by-passes most of the steps in the workflow and provides a significant improvement in the extract process. When using quick mode, you specify the period in the integration definition filter, and this may include a substitution variable.When using the API, the same rules apply, except that when you need to specify a period, you can’t use a substitution variable to pull from EssBase, but will need to include the period or year on extract.

    See Exporting Data.

  3. In NetSuite Analytics Warehouse, create the data connection to the EPM Export Data instance using these instructions:
    1. In NetSuite Analytics Warehouse Console, click Data Configuration under Application Administration.
    2. On the Data Configuration page, click Manage Connections.
    3. On the Manage Connections page, click Create and then click Connection.
    4. In Create Connection, select Data Extraction in Usage Type and then select the connection type based on the functional module that you want to connect to. For example, to connect to the "Financial Close and Consolidation (FCCS)" module, select EPM Financial Close and Consolidation Data Export as the connection type.

      EPM Financial Close and Consolidation Data Export connection option

    5. In Create Connection for the EPM source, enter these details and click Save:
      • Connectivity Type: Select Standard.
      • Notification Email: Enter an email address to receive notifications.
      • URL: Enter the specific URL of your EPM source ensuring to use https. For example, https://epm7-test-a123456.epm.us6.oraclecloud.com. If you provide http://epm7-test-a123456.epm.us6.oraclecloud.com or epm7-test-a123456.epm.us6.oraclecloud.com, then the system rejects it.
      • User Name and Password: Enter the credentials for your EPM source. Prefix the user name with the domain of your EPM source, such as domain.username.
      • EPM Application Name: Specify the file name that you had entered in Download File Name while creating the EPM data exchange job in EPM.
      • Comma Separated Job Names: Provide the EPM data exchange job names. If you’ve multiple job names, then ensure that they are comma separated. For example, FAWEPMTestingV2, FAWEXPORT,FAW Job Testing.
      • Extract Configuration: Provide the EPM data exchange job name in Job Name and select Dimension Export if you want to extract the hierarchy (dimensional data) from your EPM Export Data instance.

      EPM Financial Close and Consolidation Data Export Create Connection dialog

    6. Verify that the Refresh Metadata toggle is enabled to ensure that the metadata is refreshed when you save the connection.
      You can later refresh the metadata from the Actions menu on the Manage Connections page, if required.

      Note:

      You can’t create augmentations for EPM unless you perform a metadata extract.
    7. Click Save.
  4. On the Manage Connections page, select Actions for the EPM connection and then select Test Connection.
  5. To delete a connection, on the Manage Connections page, click Actions for the applicable connection and select Delete.

    Note:

    Ensure that you delete the functional areas, data augmentations, and custom data configurations related to the data connection before deleting it. You can't update or load data from deleted data connections to the warehouse.
  6. After the connections are successfully established, navigate to the Data Configuration page, select the connection in Data Source, then click the Data Augmentation tile, and create a data augmentation using the EPM data. Select the applicable EPM source tables. See Augment Your Data.