Loading Data Into Essbase Using FDQM
Loading Data Into Essbase Using FDQM
Description:
(This Document covers configuring Financial Data Quality Management
(FDM) for Loading Data to Hyperion Essbase.)
History:
Version 0.1 0.1 Description Change Initial Draft Review 1st Author Gourav Atalkar Amit Sharma Publish Date 10-Sep-2011 10-Sep-2011
Table of Content
1) 2) 3) 4)
Creating application Installing and Configuring Hyperion Essbase Adapters Building Import Format Loading Data
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Step: 4) On the General tab in the New Application form, enter the name, description, and path of the new application.
Verify that the application was created successfully, and click OK.
Step: 6) Navigate to the FinancialDataManagement-Reports11113.zip file, and extract the FinancialDataManagement-Reports11113.zip file to a c:\Hyperion\products\FinancialDataQuality\<appname>\Reports. directory.
Step: 7) Navigate to the FinancialDataManagement-Templates11113.zip file, and extract the FinancialDataManagement-Templates11113.zip file to a c:\Hyperion\products\FinancialDataQuality\<appname>\Outbox\Templates. Directory
Step: 8) Select Start > Programs > Oracle EPM System > Financial Data Quality Management > Workbench > Workbench Client.
Step: 9) Select your application, enter the user name, password, and domain (if necessary), and click OK
Step: 10) Select the Report tab, and then select File > Import.
Step: 11) Select the file C:\Hyperion\products\FinancialDataQuality\FDMWork\<app_name>\Reports StandardReportsSQLServer1111Active.xml (for SQL)or C:\hyperion\fdm\<appname>\Reports\StandardReportsOracle1111Active.xml (for Oracle), and click Open.
Step: 12) On the General tab, select Reports and click OK.
Previously we have downloaded the following driver Hyperion Essbase adapter is highlighted one.
Step: 1) Extract the V17386-01.zip file to same directory you will get following zip files inside that.
Step: 2) Open Financial Data Quality Management > Workbench > Workbench Client on the Adapters tab, select File > Import.
Business Intelligence Solutions Providers | Loading Data to Essbase using FDM 9
Step: 6) On the General tab, select Integration Adapters, and click OK.
Verify that the adapters are displayed in the Target System Adapters section on the Adapters tab
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Step: 8) In the navigation pane, expand Target System Adapters > FM11x-G5-C.xml, right-click Machine Profile, and select Add Machine Profile.
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Step: 9) Log on to your application by performing the following actions: a. In Internet Explorer, enter http://<servername>/HyperionFDM/, where <servername> is the name of your Web server. b. Select your application and enter the user name, password, and domain (if necessary). c. Click Logon.
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Step: 11) In the System Code list, select ES11X-G4-E, and click Save.
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1) In the Options list, select Application name. 2) In the App Name box, enter the name of your Hyperion Essbase application.
Step: 15) In Integration Settings, perform these actions: In the Options list, select Logon Method. In the Method list, select a logon method: Unified: The FDM user name and password are used to log on to the target system. For this option to be usable, the target user name and password and the FDM user name and password must be the same. Global: The user name and password specified for global logon is passed to the target system. Users enter the same user name and password to connect to the target system. Click Save.
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Step: 16) In Options Select Global Logon Information and specify there essbase login info
Step: 17) Move to Workbench Client and Expand the Dimension tab in Target system adapters We need to add one period dimension to application for loading data from FDM to Essbase application and accordingly same way we need to add it to workbench adapter dimension list for accessing it from the web client.
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Go to Workbench select the Target adapter Right Click and select configure
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Step: 18) Select Activities > Maps to test the connection to Financial Management.
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Step: 20) Click in the Target EB Account cell, and select Browse for Target Value.
You have successfully installed and configured FDM for a Hyperion Essbase application
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Step: 6) select the column from the file and drag to the following icon.
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Step: 7) add one more row to grid and select the source column name and select build button.
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Step: 9) Assigning import Format to data load location. Go to location in metadata tab select the location to which you want to assign the import format select workflow behavior and select the recently created import format group name from import format dropdown list.
Loading data:
Step: 10) Save it and jump to Workflow task go to Upload file browse for the source file select open.
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Step: 11) Select import this will import the source file data to FDM.
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If the mapping is setup correctly this will validate successfully if there some dimension remain unmapped you need to fix it manually.
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Step: 13) press Export button to create the FDM load file and load the data to target Essbase application.
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Step: 14) Data Is loaded to target Essbase successfully we will cross check it from Essbase application
Data is loaded successfully to target Essbase application to the period we have specified in FDM point of view
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