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Using Event Script to load data to Excel Template for Users

MikkisJul 18 2014 — edited Jul 28 2014

Hi,

Has anyone did this in the FDM 11.1.2.1.

We want to leverage the Event Script to load the validated data in FDM to a standard Template so that users can do some adjustments and then load the same data back through FDM? Is there any other better solution. Basically, trying to avoid doing adjs in data forms in HFM considering the number of columns we have and validations for each row required with adjustments.

Thanks,

PM
This post has been answered by Francisco Amores on Jul 28 2014
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Comments

Francisco Amores

So do you want them to load adjustments via FDM after original data has been loaded?

or stop the workflow at validate step and then load original data (validated) + adjustments?

Thanks

Mikkis

We want to stop the workflow at validate step and then load original data (validated) + adjustments.

Can we use event script for the process?

Francisco Amores

Out of the box you may be looking for journal loading facility. You can find details in the admin guide.

Francisco Amores

Regarding customizations, there could be different ways.

For example:

- export data to excel after validate step

- user adjusts the data and place the csv file in a shared folder that fdm

can read it

- users exports and loads data

- fdm loads data and adjustments

Mikkis

Hi Francisco,

Thanks for the reply. Where can I find a sample script that exports the data to a file using the event script. I can't seem to find anywhere in the doc. I know

the .dat file will be created after Export step but not sure how I can pull the data after Validate step?

Thanks,

PM

Francisco Amores
Answer

Hi,

admin guide + google.

It's just a matter of thinking in the solution:

- Run a SQL query to export data from table (TDATASEG). You can filter query by LOADID

- Write records to csv file

Marked as Answer by Mikkis · Sep 27 2020
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Locked on Aug 25 2014
Added on Jul 18 2014
#business-intelligence-applications, #fdm, #financial-data-management, #load, #performance-management-applications
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