About this course

Course code TPD83548GC10
Duration 3 Days

In this course, you'll learn to implement Oracle Hyperion Financial Data Quality Management, Enterprise Edition (FDMEE), an advanced metadata and data transformation management solution. Explore a single, systematic process for loading source metadata and data from disparate systems into target analytical applications.Learn To:Define system, application, and user profiles.Perform integration tasks.Create import formats for file systems.Set up locations, period mappings, and category mappings.Create member mappings.Define data load rules and load data to target applications.Create check rules and check entities.Process batches and manage reports.Set up security.Create import and event scripts.Describe FDMEE integration with other source systems.Hands-On PracticesNew concepts that you learn throughout this course will be demonstrated and reinforced through hands-on practices. Expert Oracle instructors will provide support to ensure your understanding.A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Prerequisites

  • Knowledge of data sources for Oracle Hyperion Financial ManagementKnowledge of data sources for Oracle Hyperion PlanningKnowledge of data sources for Oracle Essbase

Delegates will learn how to

  • Define system, application, and user profiles
  • Perform integration tasks
  • Create import formats for files systems
  • Set up locations, period mappings, and category mappings
  • Create member mappings
  • Define data load rules and load data to target applications
  • Create check rules and check entities
  • Process batches
  • Manage reports
  • Set up security
  • Create import and event scripts
  • Describe FDMEE integration with other source systems

Outline

Product Orientation

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

Preparing FDMEE Integrations

  • Integration Setup Overview
  • Setting Up the Application Root Folder
  • Defining Profiles
  • Setting Up Source Systems
  • Registering Target Applications

Setting Up Import Formats for File Systems

  • Import Formats Overview
  • Creating Import Formats
  • Defining Import Format Mappings
  • Skipping Lines in Import Files
  • Concatenating Fields
  • Adding Import Expressions

Completing the Integration Setup

  • Locations Overview
  • Adding Locations
  • Setting Location Details and Integration Options
  • Periods and Categories Overview
  • Defining Period Mappings
  • Defining Category Mappings
  • Point of View Overview

Setting Up Data Load Mappings

  • Data Load Mappings Overview
  • Defining Data Load Mappings
  • Explicit Mappings
  • Mapping Rules
  • Processing Order
  • Building Maps Externally
  • Importing Mappings
  • Sharing Mappings

Defining and Executing Data Load Rules

  • Data Load Rules Overview
  • Defining Data Load Rules for File-Based Data Loads
  • Loading Data into Multiple Periods
  • Running Data Rules and Checking Rule Status
  • Viewing Imported Data
  • Scheduling Data Load Rules

Processing Data in Data Load Workbench

  • Processing Data Overview
  • Importing Source Data
  • Validating Dimension Mappings
  • Fixing Validation Errors
  • Intersection Check Reports
  • Managing Data
  • Loading Data to Target Applications
  • Drilling Through from Target Applications

Setting Up Check Rules and Check Entities

  • Check Rules and Reports Overview
  • Creating Check Rule Groups and Check Rules
  • Assigning Check Rules to Locations
  • Verifying Check Rules
  • Check Entities Overview
  • Creating Check Entity Groups
  • Verifying Consolidations

Processing Batches

  • Batch Processing Overview
  • Adding Batch Definitions
  • Defining Batch Parameters
  • Executing Batches
  • Creating and Executing Open Batches
  • Scheduling Batches
  • Executing Batch Scripts

Reporting in FDMEE

  • FDMEE Reports Overview
  • Adding Report Groups
  • Running Reports
  • Reviewing and Adding Query Definitions
  • Generating XML Files
  • Creating Report Templates
  • Adding Report Definitions

Setting Up Security

  • FDMEE Security Overview
  • Setting Up FDMEE Security
  • Defining Role, Report, and Batch Security
  • Location Security
  • Adding Groups for Location Security
  • Assigning Users to Groups in Shared Services
  • Provisioning Users 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 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

  • GL Integration Overview
  • Registering ERP Source Systems
  • Selecting Source Accounting Entities
  • Creating Import Formats for Accounting Entities
  • Setting Up the Integration for Source Systems
  • Drilling Through to Source Data
  • Importing Source Data from the Open Interface Table

3 Days

Duration

This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

The course is available on 2 different dates.

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