Populating the Source Model - Data Download

Power user access is required for these steps.

Data Download is a Type option on the Calculation page (accessed via the Model task and Calculation subtask).

Select the Download Data (shown below) type, which will be executed when the Calculation is run. Dynamic Planning connects to Structured Planning, downloads data and fills in the data into the Source (HACPM_Financial).

Note:

Before data is downloaded from Structured Planning, the system checks to see when the partitions in Structured Planning were last processed. If there was any change in the Structured Planning partitions since the last data download, the system downloads only the changes. This optimization speeds up the data download process.

Optimization

Data downloaded from the Structured Planning is time-consuming. We have optimized this process to keep track of the last date that data was downloaded and to download only what has changed since the last download date. This optimization is specifically for those using Scenario partitions in the Structured Planning. This is useful in cases where some data changes frequently (such as Budgeting data), while other data changes rarely (such as Actual data).

The Scenario partitions in Structured Planning have a Last Process Date. Dynamic Planning uses this date to track which data needs to be downloaded. Power-user access is required for these steps. This optimization is handled internally by Dynamic Planning, and no configuration settings are needed from the Power user.

This optimization is handled internally by Dynamic Planning and no configuration settings are required from the Power user.

Note:

If, for any reason, the data is not being downloaded, process the Scenario partition in the Structured Planning, and then try downloading the data in Dynamic Planning.

Manage > Application Administration > Request Status

Selecting this option opens the Request Status page, which shows the results of processes. After running Data Download, a new entry will appear at the bottom of the table. The type of operation is shown along with the start date and time, followed by its status. If the status shown is a partial completion, such as a percentage complete, click Refresh after a few seconds to track when the operation is complete.

If the status shown is a Failure, the error message is listed.

Note:

“Maps for Model: HACPM_Financial not found” means that your map is defined as a Metadata download only. You can skip the Data Download step.

You can also use the Audit Log under the Manage, Application Administration menu.

At this point, you now have a Source model that has been generated and contains data, you have a Target/Master model that has been created at the highest level (dimensions only), and you have defined the way that Dynamic Planning should populate the Target/Master with members, data, or both. The Target/Master model is not yet generated, does not contain members, and does not contain data.