importing controller 8.3 data from framework manager

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Tip or Technique

Importing Controller 8.3 Datafrom Framework Manager

Product(s): IBM Cognos Controller 8.3Area of Interest: Integration


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Importing Controller 8.3 Data from Framework Manager 2

IBM Cognos Proprietary Information

Copyright

Copyright 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULCis an IBM Company. While every attempt has been made to ensure that theinformation in this document is accurate and complete, some typographical

errors or technical inaccuracies may exist. Cognos does not acceptresponsibility for any kind of loss resulting from the use of informationcontained in this document. This document shows the publication date. Theinformation contained in this document is subject to change without notice.Any improvements or changes to the information contained in this documentwill be documented in subsequent editions. This document containsproprietary information of Cognos. All rights are reserved. No part of thisdocument may be copied, photocopied, reproduced, stored in a retrievalsystem, transmitted in any form or by any means, or translated into anotherlanguage without the prior written consent of Cognos. Cognos and theCognos logo are trademarks of Cognos ULC (formerly Cognos Incorporated)in the United States and/or other countries. IBM and the IBM logo are

trademarks of International Business Machines Corporation in the UnitedStates, or other countries, or both. All other names are trademarks orregistered trademarks of their respective companies. Information aboutCognos products can be found at www.cognos.com

This document is maintained by the Best Practices, Product and Technologyteam. You can send comments, suggestions, and additions [email protected] .
mailto:[email protected]:[email protected]


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Contents

1 INTRODUCTION ............................................................................................ 41.1 PURPOSE ..............................................................................................................4 1.2 APPLICABILITY.......................................................................................................4 1.3 EXCLUSIONS AND EXCEPTIONS ....................................................................................4 2 AN OVERVI EW OF THE PROCESS .................................................................. 43 CREATING A REP ORT FOR CONTROLLER IM PORT ....................................... 54 CONFIGURING CONTROLLER TO IM PORT FRAMEWORK M ANAGER DATA .. 75 IM PORTING THE FRAMEWORK MANAGER DATA TO CONTROLLER ............. 86 ADDI TIONAL SOURCES OF INFORMATION ................................................ 14


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1 Introduction

1.1 Purpose

This document provides an example of importing data from an IBM Cognos

Framework Manager Model to IBM Cognos Controller 8.3.

1.2 Applicability

This document is limited in focus to IBM Cognos Controller 8.3 and IBMCognos BI 8.3. Note, the source data in this example is from a data mart andFramework Manager Package produced from IBM Cognos Planning 8.3 for asingle time period.

1.3 Exclusions and Exceptions

This document is limited to functionality available in IBM Cognos Controller8.3 and IBM Cognos BI 8.3. Using this process with other versions of

Controller or Cognos BI may result in errors or unanticipated results.

2 An Overview of the Process

One method of importing data into IBM Cognos Controller 8.3 is to utilize IBMCognos BI 8.3 Framework Manager packages as a data source. The benefitsof this approach are improved integration between other IBM CognosFinancial Performance Management solutions such as IBM Cognos Planningand IBM Cognos BI. Framework Manager also includes pre-built connectorsto various third-party data sources such as SAP BW, Oracle, Teradata, andEssBase to name a few.

This document will provide an example of importing data from an IBMCognos Framework Manager Package by utilizing the following process flow:

It is beyond the scope of this document to discuss creating and publishing anIBM Cognos Framework Manager Package. This document will proceed fromthe point where a Framework Manager Package has been created against adata source and the Framework Manager Package has been published.



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3 Creating a Report for Controller Import

1. After the IBM Cognos Framework Manager Model has been createdand the package published, you will need to log on to IBM Cognos 8

BI and create a List report from either Query Studio or Report Studio(any list report created in Query Studio must be re-opened in ReportStudio and saved as a Report Studio report, as Query Studio reportsare not consumable by Controller).

2. In the example report below, note that: PERIOD, COMPANY,ACCOUNT, EXTENDED DIMENSION 1, CURRENCY, ACTUALITY, andDATA have been included.

3. You have the ability to control the amount and type of data that willbe imported into Controller when you design the List reports. Byusing Filters, you can include only Budget actuality, for example, oryou can exclude Companies, Accounts, Currencies, etc. Anydimension that you have listed on the report can be filtered to providejust the kind of data that you would like to import into Controller.



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6. Under Framerwork Manager click on the blue Model Name, you willbe presented with the available FM model names.



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7. Click on the blue Name of Report, this will present you with theavailable Report Studio reports within the selected FM package.

8. Click on Operation Templates and click on the New Template

icon .



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11.In the left column, click on the first field PERIOD, then under Originclick on Framework Manager. Click on the blue Field and choose thecolumn name from the List report that represents that structure ordata.

12.Repeat this until all the fields that you are importing have beendefined.

13.When the specification is complete click on the Save icon. You will benotified of any errors that are contained in the specification.

14.After you have saved the Import Specification, close the DefineImport Specifications window.

15.From the Controller main menu, select Transfer > External Data >Import from Framework Manager

16.Select the correct Import Specification and click the Run icon



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17.Upon completion of the import a Statistics report will be displayedshowing the number of Rows Read and the number of items that havebeen accepted (Standard Transactions) and the number of RowsDiscarded.

18.If any rows have been discarded you can highlight the results line andclick on Preview to get a complete list of the errors encountered.

19.To correct errors you can fine-tune the report in Cognos 8 BI ReportStudio or you may need to re-visit the Framework Manager Modeldesign and modify the model as needed and then re-publish.

20.After successfully importing the data into Controller, run Controllerreports and verify that the data is complete, accurate, and has thecorrect + or - sign.



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6 Additional Sources of In formation

By default, Controller will import data as YTD values. If you would prefer toimport Monthly values into Controller please refer to the following ProvenPractices document:

Loading Monthly Data in Controller 8X by Thomas Ekblom and Martin Olsson;

February 24, 2008.

importing controller 8.3 data from framework manager

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