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Create a data source field map

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Create a data source field map

Field maps create a reference between the data source columns and transaction columns.

Before you begin

Role required: itfm_plan_analyst or cost_transparency_admin

About this task

The transaction table is associated to a segment. Define a relationship between the data source and transaction fields to enable flexible data cleansing and bucket split.

Procedure

  1. Navigate to Financial Modeling > Data Sources > Setup.
  2. Click to open a data source record.
  3. Click New in the Financial Data Source Field Maps tab to create a field map.
  4. On the form, fill in the fields.
    Table 1. Financial Data Source Field Map form
    Field Description
    Data source Auto populates the data source for which the field map is created.
    Datasource field Column on the data source table for field mapping.
    Cleansed Column Defines the mapping between the Data source table column and the Cleansed table column.

    If the field is None, data from the Data source table column is not copied during cleansing. For the existing General Ledger Staged data source mappings are preconfigured.

    Used by cleansing Check box to make this field map reference available for cleansing in financial modeling.
    Segment name Segment to map the transaction table.
    Mapped to transaction field Column on the transaction table for field mapping.
    Used for Bucket split Check box to make the field map reference available for cost bucket split when using the Allocation Setup tab of the financial modeling workbench.
  5. Click Submit.
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