Member Mapping Types

Overview

Member Mappings identify how source dimensions and members should be translated to the target Fluence system. Member Mappings are referenced during Data Imports. When importing data, member mappings define relationships between source members from source systems like ERPs and General Ledgers and target dimension members within Fluence. You can create a map with mappings for a specific dimension or alternatively you can create a map with mappings for multiple dimensions.

For example:

In cases where the member names in your import file do not match the member names in Fluence, you will need to create Member Maps. Let's take for example, a sample data import file:

• the accounts may need to be mapped to account members that exist in Fluence, e.g.: 10000 may need to be mapped to a member A10000 in Fluence
• the entity may need to be mapped to entity codes that exist in Fluence, e.g.: USA may need to be mapped to USA100

Sample Data Import File

There are four types of Member Mappings available:

• Exact - map a specific source value to a target value
• Range - a range of source values is mapped to a single target value 
• In  - a list of non-sequential source values to be mapped to one target value
• Wildcard - use * and ? Wildcard characters to map to one or more target values

Exact mappings are simple one-to-one mappings. Range, In and Wildcard are advanced mapping types that can be used to reduce on-going maintenance when new members are added to source systems.

Order of Precedence

When the mapping engine processes the source values, multiple mappings may apply to a specific source value. The order of precedence is determined by the order that the mappings appear in the Map. You may drag and drop the mappings using the row selector in the Mapping Editor to change the order of precedence. 

The first mapping that matches the source value is the mapping that will be applied.

Exact Mappings

Use Exact mappings to map a specific source value to a target value. The mapping engine will look for the exact source value and map it to a specific member in Fluence.

This type of mapping is the simplest of all four types of mappings. You may find this mapping type useful in the following scenarios:

• You need to specify an explicit mapping
• Range, In and Wildcard mappings do not apply
• The mapping contains spaces and other special characters

The following example shows a sample source file followed by examples of corresponding Exact mappings in the Mappings Editor.

Example

Range Mappings

Use Range mappings to map a range of source values is mapped to a single target value. The range consists of an alphanumeric minimum and maximum separated by a hyphen (-).

You may find this mapping type useful in the following scenarios:

• There are a range of source product SKUs to be mapped to a single product within Fluence

The following example shows a sample source file followed by examples of corresponding Range Mappings in the Mappings Editor.

Example

Note: When specifying the Source Value for Range mappings in the Mappings Editor, ensure that the minimum and maximum values are separated by a hyphen (-) and that there are no extra spaces in the range clause.

In Mappings

Use In mappings to map a list of non-sequential source values to one target value. The In clause is a  comma separated list of source items.

You may find this mapping type useful in the following scenarios:

• Several disparate source members need to be mapped to single member 
• Several source members that may be referred to by slightly different names depending on the import file 

The following example shows a sample source file followed by examples of corresponding In Mappings in the Mappings Editor.

Example

Note: When specifying the Source Value for In mappings in the Mappings Editor, ensure that each item in the list is separated by a comma (,) and that there are no extra spaces in the In clause.

Wildcard Mappings

Use * (asterisk) and ? (question mark) wildcard characters to map to one or more target values. 

The wildcard characters * and ? can be used together and multiple time within the source value, for example: A??100-* maps to A10000.

The wildcard character * can be used in both the source and target values. In this case, the mapped value will be the equivalent of the source value after the wildcard characters have been stripped. For example, the source accounts may contain the prefix A1000, A2000, A3000 and these need to be mapped to account 1000, 2000, 3000 in Fluence. You can use the following wildcard mapping to accomplish this:

You may find this mapping type useful in the following scenarios:

• Several similarly formatted source members need to be mapped to single member 
• The source members closely match the member names in Fluence but may contain a prefix or suffix that needs to be stripped 
• The * wildcard can be used to catch any unmapped members 

The following example shows a sample source file followed by examples of corresponding Wildcard Mappings in the Mappings Editor.

Example

Note: Wildcard characters cannot match spaces (" ")