Training Objectives of Hyperion FDM:
The main objective of the Course is designed to guide students through the steps to implement Oracle Financial Data Quality Management (FDM). Students will able develop and deploy FDM as an interactive case study over three days. After a Complete overview of FDM, the class focuses on building FDM data load locations. Creating import formats and mappings are introduced. It is the best suited tool for supporting decentralized data, although it can be used for centralized sources.
Target Students / Prerequisites:
Students must have knowledge on Oracle Hyperion Financial Management, Fusion Edition and Oracle Essbase and basic knowledge on Hyperion Enterprise Concepts.
1.Product Orientation
Oracle’s Enterprise Performance Management System
Benefits and Features of FDM
ERP Integrator
Processing Data Overview
2.Navigating FDM
Accessing FDM
Working with the POV
Locking Out Users for Maintenance
Running Reports
Viewing Graphical Timelines
3.Creating FDM Applications
About FDM Applications
Creating Applications
Managing Applications
4.Integrating Applications
Integration Overview
Importing, Registering, and Configuring Adapters
Adding Machine Profiles
Configuring Application Settings
Configuring Integration Settings
Testing Integrations
Setting Up Standard Reports and Templates
5.Setting Up Control Tables and Locations
Viewing Control Tables
Managing Control Tables
Viewing Locations
Managing Locations
Setting Location Attributes
Searching Control Trees
6.Setting Up Mapping Tables
Mapping Dimension Members
Building Maps
Map Types
Processing Order
Building Maps Externally
Copying Maps
Sharing Dimension Maps
Setting Up Conditional Mapping
Building Import Formats
About Import Formats
Creating Import Groups
Creating Import Formats
Assigning Import Formats
Adding Import Expressions
7.Loading Data
About Loading Data
Importing Source Data
Working with Records
Validating Dimension Mappings
Loading Data to Target Systems
Drilling into Data
Drilling Through from Target Applications
8.Building Validation Rules
About Validation Rules and Reports
Creating Validation Rule Groups
Creating Validation Rules
Creating Validation Rules with Validation Editor
Assigning Validation Rules to Locations
Checking Validation Rules
9.Setting Up Validation Entities
About Validation Entities
Creating Validation Entity Groups
Creating Validation Entities
Assigning Validation Entity Groups to Locations
Verifying Consolidations
10.Processing Batch Files
About Batch Processing
Setting Up Batch-Load Files
Processing Batches
Creating Batch Scripts
Scheduling Batch Scripts in Task Manager
11.Creating Logic Accounts
About Logic Accounts
Creating Logic Groups
Creating Simple Logic Accounts
Creating Complex Logic Accounts
Assigning Logic Groups to Locations
12.Loading FDM Journals
About FDM Journals
Creating Journal Templates
Adding Metadata Tags
Loading Journal Templates
13.Loading Data with Multiload Files
About Multiload Files
Creating Multiload Excel Templates
Creating Multiload Text Files
Loading Multiload Files
Viewing Errors
14.Setting Up Security
About FDM Security
Security Levels
Setting Up Object Security
Setting Up User Security
Locking and Unlocking the Local POV Mode
Setting Up Report Group Security
15.Working with Financial Controls
About Financial Controls
Creating Controls Groups, Sections, and Questions
Deleting and Restoring Controls Groups, Sections, and Questions
Assigning Reviewer, Submitter, and Proxy Rights
Accessing Financial Controls
Selecting Application Settings for Financial Controls
16.Working with Import Scripts
About Scripting in FDM
Working with Scripting Components
Creating Import Scripts
Assigning Import Scripts to Import Formats
Applying Scripting Functions to Import Scripts
Working with Temporary Variables
Manually Executing Custom Custom Web Scripts
17.Working with Import Integration Scripts
About Import Integration Scripts
Creating Import Integration Scripts
Assigning Import Integration Scripts to Import Formats
18.Working with Event Scripts
About Event Scripts
Creating Event Scripts
Changing Import Formats Dynamically