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Hyperion Financial Data Quality management

Overview:

Oracle Hyperion Financial Data Quality Management (FDM) is a packaged data transformation tool that feeds financial data to HFM, Planning, and Essbase. It is the great tool for accountants and end users. It’s not only a data translation tool, FDM also provides an audit trail to the source financial data, assisting to ensure data integrity and mapping consistency that allows for easy reconciliation of financial data.

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