Financial Consolidation agent

 New!

Use the Financial Consolidation agent as a source to pull complete tables from Prophix One Financial Consolidation into any other Data Integration destination (except Power BI).

The Financial Consolidation agent cannot be used as a destination (the agent cannot write back to Financial Consolidation).

After creating a connection and query as described below, you can create a job that uses the query as a source and for its Destination any target (other than Power BI).

When the job runs, Data Integration copies data from the Financial Consolidation table to your chosen destination. (You have the option of appending the data or creating a new table.)

Add a connection

To add a connection for a Financial Consolidation agent:

  1. In the navigation panel, select Setup.
  2. Select a Financial Consolidation agent or peer connection, and click > Add Connection.
  3. Connection name must be unique. Up to 40 characters.
  4. From Reference connection, select the Financial Consolidation tenant you want to query.
  5. Click Save.

Add a query

  1. Select a Financial Consolidation connection or peer query, and click > Add Query.
  2. Query Name must be unique. Up to 40 characters.

  3. From Table, select the Financial Consolidation table you want to pull.

    The tables, along with their columns and data types, are listed here.

  4. Click Save.