FDMEE Data Integrations for Hyperion Financial Management
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Oracle Partnership Oracle Platinum Partner – Certified on the latest Oracle product platforms and technologies, as well as implementation and migration best practices. - Oracle EPM (Hyperion) Practice - Oracle ERP Practice - Oracle Business Intelligence Practice - Oracle CX Practice - Oracle Middleware Practice Oracle Authorized Education Center – Certified to deliver the official Oracle course curriculum to customers via onsite training classes. Perficient owns and operates one of the national Oracle training facilities listed on the Oracle website Oracle Specialized Partner – Certifications by Oracle include: PBCS, HFM, Planning, and Essbase Oracle Authorized Reseller – Certified on Oracle licensing and authorized to resell licenses and maintenance contracts
Specialized Planning Budgeting Cloud Service
Perficient’s Hyperion Practice EPM/Hyperion Practice Started 2002 Successful 500+ Projects Hyperion Financial Management Service (HFM) Capabilities Financial Data Quality Management (FDM) Planning (on-premise & PBCS) Essbase Data Relationship Management (DRM) Data Relationship Governance (DRG) Profitability Cost Management (HPCM) Financial Close Management (FCM) Education Account Reconciliation Support Offering Manager(ARM) Essbase Analytic Link (EAL) Authorized Oracle Education Center
Specialized Planning Budgeting Cloud Service
FDMEE Overview
Integrate metadata and data from an ERP source system into EPM target applications.
Integrate data from other sources, such as the open interface table and files, into EPM target applications.
Drill through from the target applications to view source data.
Write back budget data from the target applications to the source system.
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FDMEE Data Flow
Source Data
Target Applications
Financial Management
Export data to target applications.
Import source data.
Planning
FDM EE
Essbase
Account Reconciliation Manager File/Excel
Data Warehouse Data Mart
Validate dimension mappings.
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FDMEE Key Benefits
Ability to drill back to source systems
Increases your confidence in the numbers Simplifies financial data collection and transformation Standardizes repeatable financial processes
Lowers the cost of compliance Delivers process transparency through audit trails
Achieves timeliness of data with a web-guided workflow process Improves the productivity of finance staff 7
Key Features of FDMEE
Audit trails
Multiple source systems
Guided workflow interface
Prebuilt reports
Data validations and error checking
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Setting Up Source Systems
Source system details
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Registering Target Applications
Select the type of application and the application name.
The application dimensions are displayed on the Dimension Details tab.
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Setup Import Format in FDMEE
Add an import format.
Specify import format details.
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Setup Locations in FDMEE
Defined locations
Location folders under the inbox folder.
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Setup Period Mappings in FDMEE
Global period mappings define member mappings for multiple target applications where the target period names are the same.
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Setup Category Mapping in FDMEE
Global Mapping tab
Application Mapping tab
Target application name
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Setup Data Mappings in FDMEE
Select the dimension name.
Type of mapping
All data load mappings for the selected dimension are displayed.
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Defining Data Load Rules for File-Based Data Loads
Define the data load rule details.
Select the current location.
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Importing and Loading Data
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Workspace FDMEE Drill Back
Planning form with data loaded from FDMEE Drill Through page in Workspace
Link to source data
Oracle GL from FDMEE Drill Back
Account Balances page in EBS source system
FDMEE Open Interface Adapter Overview Register the open interface source system. Define source period mappings. Define the open interface adapter. Create the import format and location. Define the data load mappings and rules. Import source data from the open interface table. Export the data to an EPM target application.
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Registering the Open Interface
Specify the ODI context code.
Select the Others source system type.
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Defining Source Period Mappings
Source system
Explicit period mapping s
Calendar name
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Defining the Open Interface Adapter
Column name in open interface table
Display name for import format mappings and Workbench.
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Creating the Import Format and Location
Dimension display name from adapter definition
Dimension name in target application
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Defining the Data Load Mappings and Rules
Data load mapping
Data load rule
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Importing Source Data from the Open Interface Table
Data in open interface table
Data in FDMEE
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Questions
Liz Anderson Account Manager
[email protected] (612) 719-1513 mobile Steve Bogner Sr. Technical Consultant
[email protected] THANK YOU! 27
