Select approved data
Read the required Planning Analytics or UBC Analytics cube slice. Specify the version, period and entity so the workflow transfers the intended approved dataset.
Illustrative use case
Send approved plans to your business systems
After a plan is approved, send the figures to your accounting or other business system. Data Bridge checks that the data matches, transfers it through the configured connection and records the outcome.
IBM Planning AnalyticsUBC AnalyticsMicrosoft Dynamics 365Oracle JD Edwards
HOW THE WORKFLOW RUNS
IBM Planning AnalyticsUBC AnalyticsMicrosoft Dynamics 365Oracle JD Edwards
01Select approved data
02Prepare the ERP structure
03Check the route
04Transfer and reconcile
THE CHALLENGE
What slows the work down
The plan has been approved, but operational teams are still working with earlier figures. An analyst exports a workbook, an integrator changes its structure, and ERP users ask which version is current. Repeating the transfer without defined rules can create duplicates or leave some values unchanged.
FP&A teams, ERP owners and integration teams.A PRACTICAL EXAMPLE
Illustrative scenario: a company sends approved monthly sales targets from TM1 to Dynamics 365 or a defined JD Edwards orchestration. An operator chooses the approved version, reviews the prepared data and initiates the agreed transfer process.
HOW THE WORKFLOW RUNS
From the first step to the right action.
Prepare the ERP structure
Map products, departments and other dimensions to target-system identifiers. Shape the measures for the authorised API, OData endpoint or agreed file interface.
Check the route
Run a simulation and inspect the volume and control totals. Resolve missing mappings and confirm how the same reporting period can be transferred again.
Transfer and reconcile
Write through the configured ERP interface. Review responses, run history and completion status, then reconcile the records accepted by the target when required.
VALUE FOR THE TEAM
Make the work repeatable.
- Approved planning data follows a defined route into operations without intermediate manual reformatting.
- Finance and technical teams can review the same visible mapping of business dimensions and measures.
- Run parameters separate the choice of business context from changes to the underlying integration logic.
Keep control of the result.
- Allow writes only for authorised operators and through approved objects in the target system.
- Agree record keys, update behaviour and repeat-run handling before putting the process into operational use.
- Do not assume a cross-system rollback; investigate and reconcile partially completed writes before proceeding.
THE WORKFLOW OUTCOME
Planning and execution are connected by a transparent process with a defined source version, transfer rules and result verification.
Capabilities behind this workflowFROM IDEA TO WORKING FLOW
Bring your challenge. See a way forward.
Sources, rules and outcomes — let’s build the conversation around your workflow.