# Create Reconciliations in Oracle Account Reconciliation using Data Pipeline

[In my last article](https://medium.com/@arun-raj/creating-your-first-data-pipeline-in-oracle-epm-account-reconciliation-6c4fa0157392) we explored how to create a data pipeline in Account Reconciliation to set the period status. That was a pretty simple one. I hope you are feeling awesome about creating that one.

Let’s now explore how to create a pipeline that will create reconciliations in Account Reconciliation.

### **Reconciliation Creation Process Overview**

Before we configure the pipeline to create the reconciliations, let’s review the general process to create a reconciliation from the profile.

* Navigate to Application > Profiles
    
* Actions > Create Reconciliations
    
* Select the Period
    
* Click on the Apply button
    
* Select whether you want to create the reconciliation for the selected profile or all the profiles based on the filters currently applied
    
* Click on the Apply Button
    

> *The key take away from this overview is that we create the reconciliations from the profiles.*

### **Creating the Pipeline**

Alright, let’s go ahead and create the pipeline. Navigate to Application > Data Exchange > Create Pipeline

Give the Pipeline Name and Pipeline Code

* Pipeline Name : create recon
    
* Pipeline Code : CREATERECON
    

Press enter or click to view image in full size

![](https://miro.medium.com/v2/resize:fit:700/1*SRBdkY2_uSeos7JkNdhtxA.png align="left")

Click on ***Save and Continue***

Let’s go ahead and define a variabe to provide the Period Name as a dynamic value.

* **Variable Name**: periodName
    
* **Display Name**: Period Name
    
* **Display Sequence**: 1
    
* **Required**: Yes
    
* **Validation Type**: Text
    

> *Make sure to delete any default variables that you are not planning to use.*

Press enter or click to view image in full size

![](https://miro.medium.com/v2/resize:fit:700/1*7kBcPBE_M73rLls0mJsvQA.png align="left")

Let’s create a new stage. Provide the Stage Name and State Title as shown in the screenshot.

Press enter or click to view image in full size

![](https://miro.medium.com/v2/resize:fit:700/1*DouwLBTWk8maLNSZLcL1VQ.png align="left")

Once you create the stage, go ahead and create a new job in the Stage. Provide the following information.

* Type: Create Reconciliations
    
* Tile: create recon
    

Press enter or click to view image in full size

![](https://miro.medium.com/v2/resize:fit:700/1*j4b3R6tgVrhM4FdVJGE5ZA.png align="left")

You will notice that we need to provide values for “**Period**” and “**Filter**”.

![](https://miro.medium.com/v2/resize:fit:389/1*jfncRdMUWRSzanUoEXoJSg.png align="left")

For period, we will use the variable we defined (periodName). For Filter, ***we need to create a filter*** in the application. Let’s do that and then come back and edit the pipeline. Go ahead and click the “Save” button.

### **Creating a Filter**

To select the filter in pipeline, we need to first create a filter. Follow the steps below:

* Navigate to Application > Configuration > Filters
    
* Create a new filter and provide a name
    
* Select the type as Profile
    
* Create new Condition
    
* Set the condition as shown below
    
* Once finished, click on OK button
    

![](https://miro.medium.com/v2/resize:fit:611/1*3Nvx4UQ5JA51QWJF3YRRNQ.png align="left")

The above condition filters the profiles based on the method and specifically looks at Profiles that has a method of “Balance Comparison”.

The next step is to publish the filter and make it public.

Press enter or click to view image in full size

![](https://miro.medium.com/v2/resize:fit:700/1*mlZbc392PdK4oCJFS3D9OA.png align="left")

That is it for creating the filters.

### **Complete the Data Pipeline Configuration**

Let’s edit our data pipeline and profile the filter that we published.

* Edit the pipeline
    
* Navigate to the job
    
* Select the filter “BC Profiles” from the available list of filters
    

![](https://miro.medium.com/v2/resize:fit:365/1*_EmU4sFvX9h6F_ZDOON2Gg.png align="left")

* Click on Save
    

### **Testing the Pipeline**

Now that we have configured the pipeline, let’s go ahead and test the pipeline.

👉 Navigate to Data Exchange and run the pipeline

![](https://miro.medium.com/v2/resize:fit:672/1*eqzPj4aAuaAritMgcI_4Lw.png align="left")

Provie the period name and other parameter values as necessary.

Click the “Run” button to execute the pipeline.

The pipeline has executed successfully.

![](https://miro.medium.com/v2/resize:fit:580/1*jZl1rt5aW-nXsFwpYXLv7A.png align="left")

Let’s check the reconciliations and make sure the reconciliations were created successfully.

Navigate to Recoconcliations and select the period as “Jun-24” and Method as “Balance Comparison”.

![](https://miro.medium.com/v2/resize:fit:627/1*5lnuWvK0WbKDro4taoc7zg.png align="left")

All the Balance Comparison reconciliations are created successfully for the period. Great job!!!

### **Conclusion and Next Steps**

The pipeline allows you to create the reconciliations based on the filter. You can invoke the pipeline from another application like Planning or FCC.

📽️📽️ I will be making a video explaining the process as well. So make sure to subscribe to [my YT channel](https://www.youtube.com/@atarunraj).

If you like the articles and want to support me, you can join [my YT channel](https://www.youtube.com/@atarunraj) as a member or [Buy Me a Coffee](https://buymeacoffee.com/atarunraj) 🍵.