Use Case Possible? Want to use a data file to only load new members — Cloud Customer Connect
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Use Case Possible? Want to use a data file to only load new members

I'm exploring the feasibility of using EDM to manage dimension updates in Planning, and I'm hoping someone can clarify if this is possible. Here’s the scenario:

We have a dimension in EDM that is subscribed to Planning. Each month, we load actuals data into Planning, and this file can contain new dimension members. If these new members are not already in EDM, they cause errors in Planning until they are manually added to EDM, pushed to Planning, and the data is reloaded.

My goal is to streamline this process by using EDM to automatically ingest the actuals file, identify any new members, add them to the hierarchy, publish the changes to Planning, and then proceed with the data load eliminating the kick-out errors.

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