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EncartaLabs

Oracle Hyperion Financial Data Quality Management EE Administration

( Duration: 4 Days )

In Hyperion Financial Data Quality Management EE Administration training course, you will learn to explore a single, systematic process for loading source metadata and data from disparate systems into target analytical applications. Learning activities provide hands-on process for application administrators, configurators, and implementers.

By attending Hyperion Financial Data Quality Management EE Administration workshop, delegates will learn to:

  • Create member mappings
  • Define data load rules and load data to target systems
  • Create check rules and check entities
  • Set up security
  • Create scripts
  • Describe FDMEE integration with other source systems
  • Use Lifecycle Management to migrate artifacts
  • Process batches and manage reports
  • Define system, application, and user profiles
  • Perform integration tasks
  • Create import formats for file systems
  • Set up locations, period mappings, and category mappings

The Hyperion Financial Data Quality Management EE Administration class is ideal for:

  • Administrators
  • Analysts
  • Developers
  • Implementers
  • Systems Administrators

COURSE AGENDA

1

Preparing FDMEE Integrations

  • Set up the application root folder
  • Define profiles
  • Set up source systems
  • Register target applications and define application options
  • Register custom applications
2

Setting Up Import Formats for File Systems

  • Create import formats
  • Describe import format mappings
  • Build file-based mappings
  • Add import expressions
3

Completing the Integration Setup

  • Add locations
  • Set location details
  • Define period mappings
  • Define category mappings
  • Set up the POV
4

Setting Up Data Load Mappings

  • Describe mapping types
  • Define member mappings
  • Import and export member mappings
  • Explain processing order
  • Delete, restore, and share member mappings
5

Defining and Executing Data Load Rules

  • Explain data load rules
  • Define data load rules for file-based source systems
  • Execute data load rules
  • Check the status of data load rules
  • View imported data
  • Schedule data load rules
  • Delete data load rules
6

Processing Data in Data Load Workbench

  • Import source files
  • Validate member mappings
  • Manage data
  • Load data to target applications
  • Drill through to FDMEE from target applications
7

Setting Up Check Rules and Check Entities

  • Create check rule groups and check rules
  • Create check entity groups and check entities
  • Assign check rule groups and check entity groups to locations
  • Verify check rules
  • Verify consolidations
8

Processing Batches

  • Describe batch processing
  • Create batch definitions
  • Schedule batches
  • Execute batches
  • Set up and schedule open batches
  • Execute batch scripts
9

Reporting in FDMEE

  • Run reports
  • Review and add query definitions
  • View and add report definitions
10

Setting Up Security

  • Describe FDMEE security
  • Define role security
  • Define batch and report security
  • Set up location security
  • Set up security in Shared Services
11

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
12

Defining Mapping and Event Scripts

  • Mapping Scripts Overview
  • Jython and SQL 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
13

FDMEE Integration with Other Source Systems

  • Describe the GL integration in FDMEE
  • Register ERP source systems
  • Create import formats
  • Define mappings
  • Define data load rules for source systems
  • Load source data with the open interface adapter
14

Loading FDMEE Journals

  • Create journal templates
  • Add metadata tags
  • Enable journal entry loads
  • Check in and post journals
15

Creating Logic Accounts

  • Describe logic accounts
  • Create logic groups
  • Create simple logic accounts
  • Create complex logic accounts
  • Assign logic groups to locations
16

Enabling Cell Text Loading

  • Enable cell text loading
  • Create cell documents
  • Upload cell documents
  • Create cell text
  • Load cell documents and cell text to target application
  • Verify cell documents and cell text on target application
17

Performing Migrations with Lifecycle Management

  • Describe Lifecycle Management
  • Identify the artifacts that you can migrate for FDMEE
  • View and search for artifacts
  • Explain the application and artifact migration process
  • Select the appropriate migration scenario for your environment
  • Access and view migration status reports
  • Enable and view audit reports
18

Processing Planning Data in Data Load Workbench

  • Register a Planning target application, define application options, settings, import formats, locations, etc.
  • Migrate Planning FDMEE artifacts into FDMEE using Shared Services/LCM
  • Use Planning artifacts to load Planning data using the Workbench
  • Verify data loads in Planning using a data form and drill through

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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