Introduction
I hope most of you know how to use HCM Data Loader Tool to load data into Oracle HCM Cloud Application and while HCM Data Loader is a great tool to facilitate data load, customers or in general most consultants too are comfortable working with excel files.
Customers are comfortable sharing data into Excel and then there is a need of making changes to the file to convert the file into .dat file which can then be loaded using HCM Data Loader.
However, if there are simple transformation logic which needs to be applied the logic can be applied in a a fast formula of type “HCM Data Loader”. These kind of formula is also referred to as Transformation Formula.
The way the entire process works is:
- You get data in a predefined template and either Excel or CSV (most preferred approach , one may choose other file type too, but am not very sure about all supported types. CSV for sure works which is what will be considered here)
- Making use of Transformation formula to make transformation to the data
- Loading Data using HDL
We will demonstrate the entire process with a worked-out example.
Worked-Out Example
For this example, we would try to load Absence Entry Records into Application. One may choose a different business object if required.
For this example, we use the below data file
We will also have to make use of a Transformation Fast Formula. We will call this Transformation Fast Formula as “GENERATE_ABSENCE_ENTRY_HDL_FROM_CSV”
We would need to register this Fast Formula in Application.
Navigation: Setup and Maintenance->Fast Formula->Create-> Provide Name, Formula Type, Description, Start Date and then add the formula text and compile. Once done the application screen should appear as below:
In the next step we would have to upload the CSV file to UCM. We have to use “File Import and Export” option.
Navigation: Tools->File Import and Export
In the next step we would need to use this content id and submit a payroll flow.
Navigation: My Client Groups -> Payroll -> Submit a Flow -> Load Data From File
Once submitted we should be able to see the status of task too
Also, we should now be able to view that a Data load process should have triggered.
Navigation: My Client Groups -> Data Exchange -> HCM Data Loader (Import and Load Data)
As a last step, we should perform a verification step
Verification
We have loaded Absence Records for Person# 691.
We would now need to verify whether the absence records got loaded. We can verify the same using the following navigation
Navigation: My Client Groups -> Person Management -> Search for Person# 691 -> Manage Records
You can download the files from the below links:
GENERATE_ABSENCE_ENTRY_HDL_FROM_CSV_FF.sql
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