Budget Data Import Using Business Rules

To define and run a business rule:

1. In your Planning and Budgeting environment, click the Navigator icon . Then, under Create and Manage, click Rules.

2. On the System View tab, go to the cube in which you want to create the business rule, and click the Rules folder.

3. Click the New Object icon .

4. In the New Object popup window, do the following:

   1. From the Object Type list, select Rule.

   2. In the Name field, enter a unique name for this rule.

   3. Click OK.

   4. At the prompt to open the rule directly for editing, click OK.

5. Switch from the Designer mode to the Edit Script mode.

6. Enter a script that should have a format similar to the following:

                   SET DATAEXPORTOPTIONS
   {
   DATAEXPORTLEVEL LEVEL0;
   DATAEXPORTDIMHEADER ON;
   DATAEXPORTDYNAMICCALC OFF;
   DATAEXPORTNONEXISTINGBLOCKS OFF;
   DATAEXPORTOVERWRITEFILE ON;
   
   };
   
   FIX ( @RELATIVE ("Account",0),
   @RELATIVE("Class",0),
   @RELATIVE("Subsidiary",0),
   @RELATIVE("Location",0),
   @RELATIVE("Department",0),
   @RELATIVE("Item",0),
   @RELATIVE("Relationship",0),
   @RELATIVE("Department",0)
   @RELATIVE( "YearTotal",0)
   )
   
   DATAEXPORT "File" "," &BudgetFilePathName "NA" ;
   ENDFIX 
   
                 

   Read the following guidelines on configuring the entered script:

   • Add or remove columns as required.

   • Replace the &BudgetFilePathName variable with a path to the CSV file that the business rule should generate and store in Inbox/Outbox Explorer.

     For example: "/u03/lcm/nspbBudgetBr.csv"

     • Make sure you enclose the file path in quotation marks ("").

     • The file path is relative to your environment configuration.

     • The file name included in the file path must match exactly the file name defined in the plug-in to be used for budget data processing.

     • If you want to use the predefined pi_import_budget_data_br.js post-processing plug-in, the file path must include the following file name:

       nspbBudgetBr.csv

       The file name must match exactly, including upper and lower case.

     • You can create a substitution variable as a placeholder for the file path. To create the substitution variable, proceed to optional step 10.

7. Click the Validate and Save icon . If validated successfully, click OK.

8. Click the Validate and Deploy icon . If deployed successfully, click OK.

9. Click the Launch icon to run the business rule. If ran successfully, click OK.

   This generates a CSV file containing budget data and stores it in Inbox/Outbox Explorer. To access the CSV file, go to Application > Overview > Actions > Inbox/Outbox Explorer.

10. (Optional) To create a substitution variable as a placeholder for the path to the CSV file to be stored in Inbox/Outbox Explorer, do the following:

    1. In your Planning and Budgeting environment, click the Navigator icon . Then, under Tools, click Variables.

    2. Click the Substitution Variables tab.

    3. Click the Add icon .

    4. In the Name column, enter a unique name for the substitution variable.

       For example: BudgetFilePathName

    5. In the Value column, enter the path to the CSV file that the business rule should generate and store in Inbox/Outbox Explorer.

       For example: "/u03/lcm/nspbBudgetBr.csv"

       • Make sure you enclose the file path in quotation marks ("").

       • The file path is relative to your environment configuration.

       • The file name included in the file path must match exactly the file name defined in the plug-in to be used for budget data processing.

       • If you want to use the predefined pi_import_budget_data_br.js post-processing plug-in, the file path must include the following file name:

         nspbBudgetBr.csv

         The file name must match exactly, including upper and lower case.

    6. Click Save. Then, click OK to complete the action.

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