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Loading Metadata using PBCS Data Management

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After much anticipation, the ability to load metadata from a flat file into (e)PBCS is now supported using the inbuilt data loading ETL tool Data Management.   Along with loading new members, this functionality also allows updates to properties of existing members. Members can be added or updated for all dimension types, including Smart Lists.  This blog will detail how to load new metadata to a Custom type dimension, called Grade, to a PBCS application named WFP. Creating the Target To set up a metadata load, first open the Data Management window from PBCS and navigate to the Target Application section, from the Setup tab. Add a new Target Application and select ‘Dimensions’ for the Target type, as shown below.   This will add one new Target Application for each type of Dimension; Version, SmartList, Scenario, Entity, Custom and Account.  Each of the target dimension types will have the relevant member properties associated to them. For exampl