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Hyperion Financial Data Quality Management 11.1.1 Administration

Course Details
Code: D68889
Tuition (USD): $1,332.00 $1,265.40 • Self Paced
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In this course, you learn to implement Financial Data Quality Management (FDM), an advanced data transformation management solution. You learn a single, systematic process for loading source data from disparate systems into target analytical applications. Exercises provide hands-on practice.

  • This course is also suitable for customers using Hyperion Financial Data Quality Management 9.3.1.
  • Create and post journal entries
  • Run business calculations
  • Translate and consolidate data
  • Analyze data with Smart View
  • Create reports with Financial Reporting
  • Enter data

Skills Gained

Create FDM applications, Integrate FDM applications with target applications, Import mappings, Create import formats for source applications, Create validation rules and entities, Load data to target systems, Apply financial controls to comply with Sarbanes-Oxley legislation, Set up user and object security, Create scripts

Who Can Benefit

Course Details


Product Orientation, Navigating FDM , Creating FDM Applications, Integrating Applications , Setting Up Control Tables and Locations , Setting Up Mapping Tables , Building Import Formats , Loading Data, Building Validation Rules , Setting Up Validation Entities , Processing Batch Files, Creating Logic Accounts , Loading FDM Journals, Loading Data with Multiload Files , Setting Up Security, Working with Financial Controls, Working with Import Scripts , Working with Import Integration Scripts , Working with Event Scripts

  • Oracle's Enterprise Performance Management System
  • Oracle's Business Intelligence Suite Enterprise Edition Plus
  • FDM
  • Processing Data Through FDM

Navigating FDM

  • Accessing FDM
  • Setting the POV
  • Locking Out Users for Maintenance
  • Running Reports
  • Viewing Graphical Timelines

Creating FDM Applications

  • About FDM Applications
  • Creating Applications
  • Modifying, Removing, and Adding Applications

Integrating Applications

  • About Integration
  • Working with Adapters
  • Adding Machine Profiles
  • Verifying Application Settings
  • Updating Integration Settings
  • Testing Integrations
  • Importing Standard Reports and Templates

Setting Up Control Tables and Locations

  • Viewing Control Tables
  • Modifying Control Tables
  • Viewing Locations
  • Adding Locations
  • Setting Location Attributes
  • Searching Control Trees

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
  • Building Import Formats
  • Assigning Import Formats
  • Adding Import Expressions

Loading Data

  • About Loading Data
  • Selecting Data Files
  • Importing Data Files
  • Working with Records
  • Validating Dimension Mappings
  • Loading Data to Target Systems
  • Drilling into Data
  • Drilling Back from Target Applications

Building Validation Rules

  • About Validation Rules and Reports
  • Creating Validation Groups
  • Creating Validation Rules
  • Creating Validation Rules in Validation Editor
  • Assigning Validation Rules to Locations
  • Checking Validation Rules

Setting Up Validation Entities

  • About Validation Entities
  • Creating Validation Entity Groups
  • Creating Validation Entities
  • Assigning Validation Entity Groups to Locations
  • Verifying Consolidations

Processing Batch Files

  • About Batch Loader
  • Setting Up Batch Load Files
  • Processing Batches
  • Creating Batch Scripts
  • Scheduling Batch Files in Task Manager

Creating Logic Accounts

  • About Logic Accounts
  • Creating Logic Groups
  • Creating Simple Logic Accounts
  • Creating Complex Logic Accounts

Loading FDM Journals

  • About FDM Journals
  • Creating Journal Templates
  • Adding Metadata Tags
  • Loading Journal Templates

Loading Data with Multiload Files

  • About Multiload Files
  • Creating Multiload Excel Templates
  • Creating Multiload Text Files
  • Loading Multiload Files
  • Viewing Data Load Errors

Setting Up Security

  • About FDM Security
  • Security Levels
  • Setting Up Object Security
  • Setting Up User Security
  • Migrating Users to Shared Services
  • Locking and Unlocking the Point of View Mode
  • Setting Up Report Groups Security

Working with Financial Controls

  • About Financial Controls
  • About Financial Controls
  • Deleting and Restoring Groups, Sections, and Questions
  • Assigning Reviewer, Submitter, and Proxy Rights
  • Accessing Financial Controls
  • Adding Memos and Attaching Documentation
  • Reviewing and Submitting Questions
  • Selecting Application Settings for Financial Controls

Working with Import Scripts

  • About Scripting in FDM
  • Scripting Components
  • Creating Import Scripts
  • Assigning Import Scripts to Import Formats
  • Applying Scripting Functions to Import Scripts
  • Storing and Assigning Temporary Variables
  • Assigning Custom Web Scripts to Menu Items

Working with Import Integration Scripts

  • About Import Integration Scripts
  • Creating Import Integration Scripts
  • Assigning Import Integration Scripts to Import Formats

Working with Event Scripts

  • About Event Scripts
  • Creating Event Scripts
  • Changing Import Formats Dynamically
  • Changing Other Location Attributes Dynamically
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