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Hyperion Financial Data Quality Management EE Administration NEW

Course Details
Code: D103531GC20
Tuition (USD): $3,696.00 • Virtual (4 days)
$3,908.00 • Classroom (4 days)

This Oracle Hyperion Financial Data Quality Management training teaches you how to implement Oracle Hyperion Financial Data Quality Management, Enterprise Edition (FDMEE)in version 11.1.2.4. Learn a single, systematic process for loading source metadata and data from disparate systems into target analytical applications. Learning activities provide hands-on process for application administrators, configurators, and implementers.

Oracle Hyperion Financial Data Quality Management, Enterprise Edition is the key application for integrating Enterprise Resource Planning (ERP) systems with Oracle's Hyperion EPM applications, and is accessed through Oracle Hyperion Enterprise Performance Management Workspace. Using these advanced metadata and data transformation management solutions, you will explore a single, systematic process for loading source metadata and data from disparate systems into target analytical applications such as Hyperion Financial Management and Planning.

Skills Gained

  • Create member mappings
  • Define data load rules and load data to target systems
  • Create check rules and check entities
  • Set up security
  • Create scripts
  • Describe FDMEE integration with other source systems
  • Use Lifecycle Management to migrate artifacts
  • Process batches and manage reports
  • Define system
  • application
  • and user profiles
  • Perform integration tasks
  • Create import formats for file systems
  • Set up locations
  • period mappings
  • and category mappings

Prerequisites

  • Knowledge of data sources for Hyperion Financial Mgmt
  • Knowledge of data sources for Hyperion Planning
  • Knowledge of data sources for Oracle Financial Mgmt

Course Details

Product Orientation

  • FDMEE Overview
  • Key Benefits and Features of FDMEE
  • FDMEE Integration Process
  • Processing Data Overview
  • Accessing and Navigating in FDMEE

Preparing FDMEE Integrations

  • Set up the application root folder
  • Define profiles
  • Set up source systems
  • Register target applications and define application options
  • Register custom applications

Setting Up Import Formats for File Systems

  • Create import formats
  • Describe import format mappings
  • Build file-based mappings
  • Add import expressions

Completing the Integration Setup

  • Add locations
  • Set location details
  • Define period mappings
  • Define category mappings
  • Set up the POV

Setting Up Data Load Mappings

  • Describe mapping types
  • Define member mappings
  • Import and export member mappings
  • Explain processing order
  • Delete, restore, and share member mappings

Defining and Executing Data Load Rules

  • Explain data load rules
  • Define data load rules for file-based source systems
  • Execute data load rules
  • Check the status of data load rules
  • View imported data
  • Schedule data load rules
  • Delete data load rules

Processing Data in Data Load Workbench

  • Import source files
  • Validate member mappings
  • Manage data
  • Load data to target applications
  • Drill through to FDMEE from target applications

Setting Up Check Rules and Check Entities

  • Create check rule groups and check rules
  • Create check entity groups and check entities
  • Assign check rule groups and check entity groups to locations
  • Verify check rules
  • Verify consolidations

Processing Batches

  • Describe batch processing
  • Create batch definitions
  • Schedule batches
  • Execute batches
  • Set up and schedule open batches
  • Execute batch scripts

Reporting in FDMEE

  • Run reports
  • Review and add query definitions
  • View and add report definitions

Setting Up Security

  • Describe FDMEE security
  • Define role security
  • Define batch and report security
  • Set up location security
  • Set up security in Shared Services

Defining Import Scripts

  • Scripting in FDMEE Overview
  • Jython Basics
  • Accessing Script Editor
  • Creating Import Scripts
  • Assigning Import Scripts to Import Formats
  • Applying Import Script Functions
  • Using Temporary Variables in Import Scripts

Defining Mapping and Event Scripts

  • Mapping Scripts Overview
  • Jython and SQL Objects in Mapping Scripts
  • Setting Up Mapping Scripts
  • Event Scripts Overview
  • Creating Event Scripts
  • Changing Import Formats Dynamically
  • Using the File System Object in Event Scripts

FDMEE Integration with Other Source Systems

  • Describe the GL integration in FDMEE
  • Register ERP source systems
  • Create import formats
  • Define mappings
  • Define data load rules for source systems
  • Load source data with the open interface adapter

Loading FDMEE Journals

  • Create journal templates
  • Add metadata tags
  • Enable journal entry loads
  • Check in and post journals

Creating Logic Accounts

  • Describe logic accounts
  • Create logic groups
  • Create simple logic accounts
  • Create complex logic accounts
  • Assign logic groups to locations

Enabling Cell Text Loading

  • Enable cell text loading
  • Create cell documents
  • Upload cell documents
  • Create cell text
  • Load cell documents and cell text to target application
  • Verify cell documents and cell text on target application

Performing Migrations with Lifecycle Management

  • Describe Lifecycle Management
  • Identify the artifacts that you can migrate for FDMEE
  • View and search for artifacts
  • Explain the application and artifact migration process
  • Select the appropriate migration scenario for your environment
  • Access and view migration status reports
  • Enable and view audit reports

Processing Planning Data in Data Load Workbench

  • Register a Planning target application, define application options, settings, import formats, locations, etc.
  • Migrate Planning FDMEE artifacts into FDMEE using Shared Services/LCM
  • Use Planning artifacts to load Planning data using the Workbench
  • Verify data loads in Planning using a data form and drill through