Load and Assign Attributes Using the Planning OutlineLoad Utility

Assigning attributes to base dimensions is a two-step process. To assign attributes they need to be loaded to the outline first. Once the attributes are loaded into the outline, they can be assigned to the base dimension members.

Using Planning v11.1.2.1 and a test application/database based on the Essbase Sample/Basic outline, following is an example on how to load Text Attributes with the attribute dimension name "Category" which will be assigned to the dimension "Entity":

1. Create a simple .csv file for loading attributes and save it with the filename Attributes.csv:

                             Parent, Category
                             Category,CatA
                             Category,CatB
                             Category,CatC
                             Category,CatD

2. Create a simple .csv file for assigning the attributes and save it with the filename Entity.csv:

                               Parent,Entity,Category
                               East,Boston,CatA
                               West,Seattle,CatB
                               South,Dallas,CatC
                               South,Phoenix,CatD

3. Load the attribute members to the Planning database:

• Login to the Planning Server
• Open a command prompt and navigate to the location where the OutlineLoad Utility is located:
• Version 11.1.2.x: \Oracle\Middleware\user_projects\epmsystem1\Planning\planning1
• Pre-version 11.1.2.x: Hyperion\products\Planning\bin

Type the following command:

OutlineLoad.cmd /A:<AppName> /U:admin /DAT:Category:Entity /I:Attributes.csv
(You will be prompted for the password)

When the load is complete, you should see the message:

C:\Oracle\Middleware\user_projects\epmsystem1\Planning\planning1>OutlineLoad.cmd /A:Outline /U:admin /DAT:Category:Entity /I:attributes.csv
Enter password:
Planning locale: en_US
using java.library.path: C:\Oracle\Middleware\EPMSystem11R1/products/Planning/lib64
EPM_ORACLE_HOME (C:\Oracle\Middleware\EPMSystem11R1) is set from JVM property "EPM_ORACLE_HOME".
using Java property for Hyperion Home C:\Oracle\Middleware\EPMSystem11R1
EPM_ORACLE_INSTANCE (C:\Oracle\Middleware\user_projects\epmsystem1) is set from JVM property[EPM_ORACLE_INSTANCE].

Loaded Version of Essbase RTC: 0xb1210
Successfully logged into "Outline" application, Release 11.121, Adapter Interface Version 5, Workforce supported and not enabled, CapEx n
ot supported and not enabled, CSS Version 3
[Wed Nov 02 07:29:50 EDT 2011]Successfully located and opened input file "C:\Oracle\Middleware\user_projects\epmsystem1\Planning\planning
1\attributes.csv".
[Wed Nov 02 07:29:50 EDT 2011]Header record fields: Parent, Category
[Wed Nov 02 07:29:50 EDT 2011]Located and using "Category" dimension for loading data in "Outline" application.
[Wed Nov 02 07:29:51 EDT 2011]Attribute dimension "Category" validated, no invalid members were found.
[Wed Nov 02 07:29:51 EDT 2011]Load dimension "Category" has been unlocked successfully.
[Wed Nov 02 07:29:51 EDT 2011]A cube refresh operation will not be performed.
[Wed Nov 02 07:29:51 EDT 2011]Create security filters operation will not be performed.
[Wed Nov 02 07:29:51 EDT 2011]Examine the Essbase log files for status if Essbase data was loaded.
[Wed Nov 02 07:29:51 EDT 2011]Planning Outline data store load process finished. 4 data records were read, 4 data records were processed,
4 were successfully loaded, 0 were rejected.

C:\Oracle\Middleware\user_projects\epmsystem1\Planning\planning1>

4. Log on to the Hyperion Planning application to confirm the attributes are loaded:

• Select Administration->Manage->Dimension.
• Select the Entity Member under the Entity Dimension and click on Custom Attributes.
• A window will open and the following hierarchy will display:

5. Refresh the database to Essbase. Navigate to Administration->Application->Refresh Database.

6. Load Members of Entity Dimension with attributes:

                          From the cmd window, type:

                          OutlineLoad.cmd /A:<AppName> /U:admin /D:Entity /I:Entity.csv

                          (you will be prompted for the password)

                          When complete, the following message will display:

• Planning Outline data store load process finished.
• 4 data records were read, 4 data records were processed, 4 were successfully loaded, 0 were rejected.

7. In Planning Web, confirm the attributes were assigned in the Entity Dimension:

• Select the Entity member
• Click Edit
• Select the Attribute Values tab:

NOTE: 

• Attributes can only be assigned to sparse dimension members.
• OutlineLoad utitliy can only be used for Classic Planning Applications.

Reference:

Load and Assign Attributes Using the Planning OutlineLoad Utility (Doc ID 1348472.1)