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Introduction

There are many ways of loading data into Oracle HCM Cloud Application including:

  1. UI Data Entry

  2. HCM Data Loader

  3. Webservices

  4. Spreadsheet Data Loader

Each one of them has there own set of advantages and disadvantages, but in this specific article we would concentrate on Spreadsheet Data Loader.

We would start with the various advantages and disadvantages of HSDL and then follow it up with a practical example of trying to load a sample record for Worker object.

Advantages of Using HCM Spreadsheet Data Loader

  1. Ease of Use

Excel has been the preferred application for performing any edits/updates/corrections ever since its evolution. It continues to remain so till date. Easy to use and comfortable to operate upon

  1. Feasibility of Generating Tailor Made Templates

Starting Release 12 one can create own tailor made templates and try to upload data. For example, one can add/remove attributes, change the order, even the label too and try to load data. For example one may which to only include the minimum no of attributes required to load Worker data and move ahead

  1. Periodic Uploads Allows Upload of large data volumes

One of the most common limitations while working with Excel Spreadsheets is the record counts. Whenever the record are greater than 65K then the spreadsheet doesn’t function properly. HSDL allows periodic upload of data to Stage Tables which can than be loaded into application tables in bulk thereby giving a workaround to this problem

  1. Records Created by HSDL can be maintained using HDL

A record created by HSDL can edited/modified using .dat format (basically HDL can be used too)

  1. One Single Entry as Compared to Multiple Entries

When one uses HDL say for Worker.dat one has to populate multiple METADATA lines , while using HSDL there is one single row where in you populate the data and you are done. No need to worry about multiple child elements as all mandatory columns can be added to a template and you can populate one single row which takes care of everything

  1. Input Values can be validated against LOVs

When we work with HDL we need to be pretty sure about the data values provided as there is no validation on the entered data. HSDL allows using Lookups/Value sets so one can pick values from drop down lists thereby ensuring that data errors would be minimal

  1. Interactive (Load Status and Errors Encountered displayed on sheet)

The status of the load along with the exact error is displayed on the spreadsheet itself. So the end-user knows the cause of error and can make corrections

But with all these advantages HSDL this does not means that HSDL does not has any limitation. There are some restrictions which one has to live with whenever one uses HSDL. We would take a look at those points too.

 

Limitations of Using HCM Spreadsheet Data Loader

  1. DELETE Operation is Not Supported

As of release 12 HSDL does not supports DELETE but lets hope this feature would also be added in upcoming release.

  1. Images and Attachments Cannot Be Uploaded

As of current release (Release 12) images and attachments cannot be uploaded using HSDL

  1. Source Keys are not supported

Objects loaded via Spreadsheet loader have default source keys. So if one intends to maintain such records using HDL (.dat files) one needs to use user keys.

So that’s it from the advantages and limitations part of HSDL. We would now try to have a look at the pre-requisite to use HSDL.

Pre-requisite for using HSDL

  1. Roles or Privileges Required

Individuals should have Human Capital Management Integration Specialist Role to use HCM Spreadsheet Data Loader

  1. HCM Data Loader Scope should be set to FULL

The value of the Attribute HCM Data Loader scope under (Navigator->Tools->Setup and Maintenance->Configure HCM Data Loader) should be set to FULL. For all new customers starting release 10 this attribute is defaulted to FULL

  1. Setting up Desktop Integration for Excel

One would need to navigate to Navigator->Tools-> Download ADF Desktop Integrator. Once downloaded run the installer (adfdi-excel-addin-installer.exe)

Once we have the pre-requisite setup we may proceed with starting the HCM Spreadsheet Data Loader data upload.

Spreadsheet Data Loader Data Upload Procedure

The high level steps are below:

  1. Generate a spreadsheet from a spreadsheet template for a specific business object using the below navigation.

Navigator->Data Exchange-> Run Spreadsheet Data Loader

  1. Once you click on the link then you would be asked to login to the application using your credentials and click on Create Data Set

  2. Enter data in the spreadsheet and click upload. This action uploads data from spreadsheet to HCM Data loader stage tables.

  3. Some validation occurs in the stage tables. Any import errors are reported in the Progress and Message columns of the Spreadsheet Line Status section of the spreadsheet when you click Refresh. Errors at this stage are rare, as the spreadsheet format enforces business-object structure and rules

  4. As each object loads successfully to the stage tables, HCM Data Loader calls the relevant object service to load the object to the application tables

  5. The object service validates the object. Any errors are reported in the Progress and Message columns of the Spreadsheet Line Status section of the spreadsheet when you click Refresh

  6. You correct any import or load errors in the spreadsheet and click Upload again. This action imports the corrected data to the stage tables again

One can review the status of an HCM Spreadsheet Data Loader data set on the HCM Data Loader Import and Load Data page. Search for data sets by file type to list those loaded from spreadsheets.

For more detailed info on Spreadsheet Loaders and associated concepts please read through the product documentation guide available here.

We would now proceed with performing a demonstration on how to load a Worker Record using HCM Spreadsheet Data Loader.

Worked Out Example

We will use the worker template (XML below which can be imported in any Fusion Cloud Integration Environment)

And once we populate the data value we would see the success message as shown below:

This data set can be viewed on Data Exchange -> Initiate and Load Data

 

A quick search for Person#89743 in Person Management further confirms that the Person Record got successfully created.

.


Ashish Harbhajanka

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About the Author

Ashish Harbhajanka

 

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

l) UPK

........

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