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Unlock The Power of FDME Guy Rogers Keyteach

The document provides an overview and summary of new features in Oracle Hyperion Financial Data Management Enterprise Edition (FDMEE) version 11.1.2.4. Key new features include data synchronization between Hyperion Financial Management (HFM) and other Oracle Enterprise Performance Management (EPM) applications like Planning and Essbase, improved mapping capabilities, and an Excel interface component. The release also includes enhancements to the graphical user interface, expanded integration with additional EPM and source systems, and upcoming features in the next release.

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26 views57 pages

Unlock The Power of FDME Guy Rogers Keyteach

The document provides an overview and summary of new features in Oracle Hyperion Financial Data Management Enterprise Edition (FDMEE) version 11.1.2.4. Key new features include data synchronization between Hyperion Financial Management (HFM) and other Oracle Enterprise Performance Management (EPM) applications like Planning and Essbase, improved mapping capabilities, and an Excel interface component. The release also includes enhancements to the graphical user interface, expanded integration with additional EPM and source systems, and upcoming features in the next release.

Uploaded by

raja murugavel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Title

FDMEE 11.1.2.4 What’s New


Guy Rogers
Keyteach
FDMEE 11.1.2.4 What’s New
Tutor: Guy Rogers
Keyteach Overview
• Keyteach is the leading provider of Oracle Hyperion EPM education and training
services to global organisations
• Established in 2008 by the former European Hyperion team (which specialised in
custom training solutions
• Over 350 customers and 23,000 Oracle Hyperion Hyperion users who depend on
Keyteach-developed custom content for their application training needs

• Standard Courses • Hosted self-paced E-Learning


• On-site courses • Assessment and certification
• Custom courses • Quick Reference Cards
• Instructor-led virtual classroom • Hosting of training environments
Session Overview
Session Overview
• FDMEE Overview
• Understanding what’s new in 11.1.2.4
• Data Synchronisation
– HFM Source to HFM Target
– HFM Source to Essbase Target
• Import Format Builder
• Fix Mapping Feature
• POV Locking by Location
• Excel Integration Component
• What’s in the Pipeline for 11.1.2.4.100
FDMEE Overview
FDMEE - What is it?
• FDMEE is Oracle Hyperion Financial Data Management
Enterprise Edition
• FDMEE is a data integration tool that helps transform data and
metadata from a variety of sources into a consumable format for
Hyperion products like HFM, Planning and Essbase.
• It allows you to apply mapping logic through a friendly user
interface, and manage the data load process via a web console
in Hyperion Workspace
FDMEE – Product History
• FDMEE represents a best of breed combination of FDM Classic (formerly Upstream
Weblink) and ERPi
– ERP Integrator was released in 11.1.1.3 (2009)
– FDMEE released in 11.1.2.3 (2013)
• FDM Classic (formerly known in full as FDQM) is not available in 11.1.2.4
FDMEE – What Can it Do?
• FDMEE leverages the 64-bit architecture seen in products like ERP Integrator (ERPi)
• This move to a 64-bit architecture has brought noted stability and scalability when it
comes to implementing the tool
• FDMEE integrates directly with source systems and target applications
• FDMEE interfaces directly with EBS, JD Edwards, SAP, flat files, and the open
interface table – a custom source system that lets FDMEE receive data from a data
warehouse, an Operational Data Store (ODS), or other custom sources
FDMEE – What More Can it Do?
• FDMEE lets you source metadata and data from a source system and load it into
target applications.
• Reporting and planning systems can be paired with metadata sourced on a
regular basis from a general ledger. This allows you to add new accounts,
entities, departments, etc. on the fly
• Write-back functionality allows data to be bi-directional. For example Planning data
can be written back to EBS
• Users can start in a retrieve form, a web form, or a report and drill back to FDMEE to
see source records, mapping logic and process times
• Users can continue on and drill all the way back into a source system,
such as EBS, to review individual transactions and see the detail
Source System Integration
FDMEE 11.1.2.4 - Features Summary
• New Features
• GUI Improvements (New Skyros skin)
• Data Synchronisation
• Expanded Integration Capabilities
• Mapping Import
• Excel Interface

• Parity Features
• Import Format Builder
• Fix Mapping Errors in Workflow process
• POV Locking
• Adaptor Target Options “Copies”
GUI Improvements
FDMEE 11.1.2.4 - GUI Improvements
• Improved logical design of the tasks available on
Workflow and Setup tabs
FDMEE 11.1.2.4 - GUI Improvements
• Record counts
FDMEE 11.1.2.4 - GUI Improvements
• Localisation of FDMEE Reports
• System | Application | User Settings
FDMEE 11.1.2.4 - GUI Improvements
• Improved Script Editor
• Search and Replace
• Line Numbers displayed
• Save prompting
FDMEE Target Setup
Demonstration
FDMEE Target Setup
Workshop
Data Synchronisation
FDMEE 11.1.2.4 – Data Synch
• By far the most anticipated feature of the release
• Move data between EPM applications with ease
• HFM to HFM
• HFM to Planning/Essbase
• Planning/Essbase to HPCM
• No need to create flat files and load via FDMEE
or Essbase data load rule
• No HSF type (planned in 11.1.2.4.100)
FDMEE 11.1.2.4 – Data Synch
• Import Format now used to build the association between source and target
FDMEE 11.1.2.4 – Data Synch
• Data Load Rule used to extract filters
• Member Lists can be used
• Source and Target Options can be set
• Can be Executed from Data Load Rule
• Or as Workflow process
HFM Source to HFM Target
Demonstration
HFM Source to HFM Target
Workshop
Expanded Integration
Capabilities
Expanded Integration Capabilities
• Additional Targets
– Hyperion Profitability & Cost Management (HPCM)
– Hyperion Tax Provisioning (HTP)
• Financial Close Management (FCM) Integration
• Exalytics Support
• Improved Performance specifically around
– Oracle E-Business Suite (EBS)
– PeopleSoft
FDMEE 11.1.2.4 – Data Synch
• Enables data movement within the EPM Product Set
& Source Systems Actuals/Budgets

• Write-back functionality is also available


Planning HFM
• Source Systems include;
• Oracle E-Business Suite
Forecasts/Budgets HFM Journals
• PeopleSoft
• Fusion Financials ERP Sources HPCM

HPCM Allocations
FDMEE 11.1.2.4 – Data Synch
• Can be Executed from Data Load Rule
• Drill into Process detail to analyse errors
FDMEE 11.1.2.4 – Data Synch
• Can use the normal Workflow process
HFM to HFM Execute & Test
Demonstration
HFM to HFM Execute & Test
Workshop
Mapping Import
Mapping Import
Fix Mappings
New – Fix Maps
• Mapping errors can be corrected as part of the workflow
New – Fix Maps
• Identifies missing maps for a single dimension
• Iterations needed to capture mapping errors for all dimensions
POV Locking
POV Lock for All Locations
• Locking all locations for a specific target is now available in Application Settings
• Script based locking also available
POV Lock for Individual Locations
• Locking individual locations available on the POV
HFM Source to Essbase Target
Demonstration
HFM Source to Essbase Target
Workshop
Import Format Builder
Import Format Builder
• Build Format button is back and improved from FDM Classic
• Can be used for delimited or fixed width files
Build Format
• More intuitive interface within current window
• Option to assign selected text as Source Dimension Name
Excel Interface Component
Excel Interface – Download
• Integration Setup | Excel Interface
• Any table can be downloaded to Excel
Excel Interface Upload
• Can build FDMEE metadata
• Use with caution - no validation of tables/dependencies
• Uses Insert only; existing database rows are not deleted or modified
Adaptor Target Options
“Copies”
Adaptor “Copies”
• Data load rules provide target options
that can vary from Target Application
options
• Derived from the FDM Classic approach
which required a copy of the adaptor
(Workbench) to be created to modify
integration options
• Options that vary from the Target
Application options are highlighted in
yellow automatically by FDMEE
Coming Soon 11.1.2.4.100
Coming Soon
• Migration Utility
• Generic table adaptor
• Strategic Finance (HSF) adaptor
Migration Utility
On-Prem vs FDMEE for PBCS
Suggested Next Steps
• Upgrade considerations need discussing with implementation partner
• Use current 11.1.2.4 and redesign/rebuild ?
• Wait and utilise Migration Utility in 11.1.2.4.100 ‘As is’?
• Either way scripting may need re-writing

• Learn more about FDMEE


– FDMEE Administrator (2 days)
– FDMEE Migration from Classic FDM (1 day)
– FDMEE Scripting Foundation E-Learning (10 hours)
Thank you!

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