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Data Manager is a Business Planning and Consolidation (BPC) module that helps you move data in to BPC, as well as copy or move data within and across applications. In addition to allowing you to move and copy data, Data Manager supports mapping and complex transformations of data.

Integration

Data Manager is integrated with BPC for Excel. To start Data Manager, choose   BPC Desktop icon   BPC for Excel   Manage Data  .

Features

These are the main features of Data Manager.

About Packages

Packages allow you to move data among your BPC databases and to effect business processes (such as legal consolidation and inter-company booking). By default, there are three types of packages that have been added to Data Manager:

  • Data Management

  • Financial Processes

  • System Administration

In addition to the above-named package types, BPC provides several example packages. These are not part of the default configuration, but you can add them to Data Manager using the Organize Packages feature. If a file has an associated transformation file, you can assign the file to the package as is, or modify it to suit your needs. See Data Transformations.

Note Note

Data Manager packages are standard and shared among all applications within all application sets within a given BPC installation.

End of the note.

Organize Packages

Data Manager package organization involves adding, editing, moving, copying, and removing packages. You can start organizing your packages by selecting   Manage Data   Organize Package List   from the action pane. See Adding or Modifying Packages, Moving or Copying Packages, and Removing a Package from the List.

Modify Packages

You might have to modify Data Manager packages to meet your specifications. The packages that come with BPC are designed to be dynamic so that you do not need to modify the packages in order for them to work with your applications and dimensions. But you might want to modify packages to behave differently or to perform additional functions.

The process chain allows you to set up pre-defined answers to package prompts so that you can automate running packages. See Adding or Modifying Packages.

Transform Data

Data Manager performs data transformations and mapping using transformation and conversion files. For example, when performing a data import, the source data may not be in the correct format. The correct dimension members are defined in the conversion file. When the Data Manager import package is run, it reads the transformation file (which has a pointer to a conversion file) and correctly maps the data. This is just one example of what you can do with data transformations. See Data Transformations.

Assign Packages to Teams

You can determine who runs packages in BPC by assigning packages to be available to specific BPC teams. You use the   eData   Manage User Package Access   function to do this.

Monitor Package Status

The Data Manager Status function lets you view the status of packages that are currently running and packages that have been completed. You use the   eData   View Status..   function to do this.

Clear Saved Prompt Values

Data Manager saves values you type into various dialog boxes so that you do not have to repeat the information each time. You can clear these saved prompt values so that the system starts over with no values automatically filled in inside dialog boxes. To clear saved prompt values, you start BPC for Excel, and select   eData   Clear Saved Prompt Values.   At the dialog box, select Yes to clear the saved prompt values, or No to leave the saved prompt values in place.

Run BPC Logic with Packages

You can set up BPC logic to work together with your Data Manager packages. Most packages automatically run default logic (default.lgf) for your application when importing data. You can also include logic files in packages, or you can prompt users for logic files that they would like to use. See Adding or Modifying Packages.

Use the Member Lookup

The Member Lookup provides a hierarchical view of the members in a dimension. You can choose one or more members, depending on the context. You can use the member selector anywhere you see a Choose Members button in the Data Manager interface, such as when you run a package. You can also use the Member Lookup when you select a dimension and click the Show Member List button on the Data Manager toolbar.

Data Transfer and Preview

Data Manager allows you to transfer data files to and from the server. You can also use the data preview feature to preview database, Excel, or text data files. This allows you to see the format of your data when deciding on how to set up a transformation. See Data Transfer and Preview.