FDMEE Data Integrations For Hyperion Financial Management v5

FDMEE Data Integrations for Hyperion
Financial Management
Perficient Fast Facts:

Publicly traded NASDAQ: PRFT
Founded in 1997
$425 million in annual revenue
2,200+ employees
24 offices in North America
Offshore locations in Europe,
China, and India
Oracle Platinum Partner
12+ year partnership with Oracle
1,500+ Oracle projects completed
Oracle practices: EPM, ERP, BI,
CX, and Fusion Middleware/SOA
Oracle certified training partner
85% of revenue from recurring
clients
Oracle Partnership
Oracle Platinum Partner Certified on the latest Oracle
product platforms and technologies, as well as
implementation and migration best practices.
- Oracle EPM (Hyperion) Practice
- Oracle ERP Practice
- Oracle Business Intelligence Practice
- Oracle CX Practice
- Oracle Middleware Practice
Oracle Authorized Education Center Certified to
deliver the official Oracle course curriculum to customers
via onsite training classes. Perficient owns and operates one
of the national Oracle training facilities listed on the Oracle
website
Oracle Specialized Partner Certifications by Oracle
include: PBCS, HFM, Planning, and Essbase
Oracle Authorized Reseller Certified on Oracle
licensing and authorized to resell licenses and maintenance
contracts
Specialized
Planning Budgeting Cloud Service
Perficients Hyperion Practice

EPM/Hyperion
Practice Started 2002
Successful 500+
Projects
Hyperion Financial Management
Service (HFM)
Capabilities Financial Data Quality Management
(FDM)
Planning (on-premise & PBCS)
Essbase
Data Relationship Management
(DRM)
Data Relationship Governance
(DRG)
Profitability Cost Management
(HPCM)
Financial Close Management (FCM)
Education Account Reconciliation
Support Offering Manager(ARM)
Essbase Analytic Link (EAL)
Authorized Oracle Education Center
Specialized
Planning Budgeting Cloud
Service
FDMEE Overview
Integrate metadata and data from an ERP source system

into EPM target applications.
Integrate data from other sources, such as the open

interface table and files, into EPM target applications.
Drill through from the target applications to view source

data.
Write back budget data from the target applications to the

source system.
FDMEE Data Flow
Source Data
Target Applications
Financial Management
Export
data to
target
applications.
Import
source
data.
Planning
FDM EE
Essbase
Account Reconciliation
Manager
File/Excel
Data Warehouse
Data Mart
Validate
dimension
mappings.
FDMEE Key Benefits
Ability to drill back to source systems
Increases your confidence in the numbers

Simplifies financial data collection and transformation
Standardizes repeatable financial processes
Lowers the cost of compliance

Delivers process transparency through audit trails
Achieves timeliness of data with a web-guided workflow

process
Improves the productivity of finance staff
7
Key Features of FDMEE
Audit trails
Multiple source
systems
Guided workflow
interface
Prebuilt reports
Data validations
and error checking
Setting Up Source Systems
Source system
details
Registering Target Applications
Select the type of

application and the
application name.
The application dimensions

are displayed on the
Dimension Details tab.
10
Setup Import Format in FDMEE
Add an import format.
Specify import
format details.
11
Setup Locations in FDMEE
Defined locations
Location folders under

the inbox folder.
12
Setup Period Mappings in FDMEE
Global period mappings define member

mappings for multiple target applications where
the target period names are the same.
13
Setup Category Mapping in FDMEE
Global Mapping tab
Application Mapping tab
Target application
name
14
Setup Data Mappings in FDMEE
Select the dimension name.
Type of
mapping
All data load mappings for the

selected dimension are displayed.
15
Defining Data Load Rules for

File-Based Data Loads
Define the data load rule details.
Select the current location.
16
Importing and Loading Data
17
Workspace FDMEE Drill Back
Planning form with data

loaded from FDMEE
Drill Through page
in Workspace
Link to source data
Oracle GL from FDMEE Drill Back
Account Balances page

in EBS source system
FDMEE Open Interface Adapter

Overview
Register the open interface source system.
Define source period mappings.
Define the open interface adapter.
Create the import format and location.
Define the data load mappings and rules.
Import source data from the open interface table.
Export the data to an EPM target application.
20
Registering the Open Interface
Specify the ODI

context code.
Select the Others

source system type.
21
Defining Source Period Mappings
Source
system
Explicit
period
mapping
s
Calendar name
22
Defining the Open Interface Adapter
Column name in
open interface table
Display name for import format

mappings and Workbench.
23
Creating the Import Format and

Location
Dimension display name

from adapter definition
Dimension name in
target application
24
Defining the Data Load Mappings and

Rules
Data load
mapping
Data load
rule
25
Importing Source Data from the

Open Interface Table
Data in open interface table
Data in FDMEE
26
Questions
Liz Anderson
Account Manager
[email protected]
(612) 719-1513 mobile
Steve Bogner
Sr. Technical Consultant
[email protected]
THANK YOU!
27

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FDMEE Data Integrations for Hyperion

Perficient Fast Facts:

Perficients Hyperion Practice

Integrate metadata and data from an ERP source system

Integrate data from other sources, such as the open

Drill through from the target applications to view source

Write back budget data from the target applications to the

FDMEE Data Flow

FDMEE Key Benefits

Ability to drill back to source systems

Increases your confidence in the numbers

Lowers the cost of compliance

Achieves timeliness of data with a web-guided workflow

Key Features of FDMEE

Setting Up Source Systems

Registering Target Applications

Select the type of

The application dimensions

Setup Import Format in FDMEE

Add an import format.

Setup Locations in FDMEE

Location folders under

Setup Period Mappings in FDMEE

Global period mappings define member

Setup Category Mapping in FDMEE

Global Mapping tab

Application Mapping tab

Setup Data Mappings in FDMEE

Select the dimension name.

All data load mappings for the

Defining Data Load Rules for

Define the data load rule details.

Select the current location.

Importing and Loading Data

Workspace FDMEE Drill Back

Planning form with data

Link to source data

Oracle GL from FDMEE Drill Back

Account Balances page

FDMEE Open Interface Adapter

Registering the Open Interface

Specify the ODI

Select the Others

Defining Source Period Mappings

Defining the Open Interface Adapter

Display name for import format

Creating the Import Format and

Dimension display name

Defining the Data Load Mappings and

Importing Source Data from the

Data in open interface table

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