fdmee data integrations for hyperion financial management v5
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FDMEE Data Integrations for HyperionFinancial Management
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Perficient Fast Facts:
• Publicly traded NASDAQ: PRFT
• Founded in 1997
• $42 !illion in annual re"enue
• 2#2% e!&loyee'
• 24 o((ice' in Nort) A!erica
• *((')ore location' in +uro&e#,)ina# and -ndia
• *racle Platinu! Partner
• 12% year &artner')i& .it) *racle
• 1#% *racle &ro/ect' co!&leted
• *racle &ractice': +P0# +RP# -#,# and Fu'ion 0iddle.are3S*A
• *racle certi(ied trainin &artner
• 56 o( re"enue (ro! recurrinclient'
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Oracle Platinum Partner – Certifed on the latest Oracleproduct platorms and technologies, as well asimplementation and migration best practices.
- Oracle EPM (Hperion! Practice- Oracle E"P Practice- Oracle #usiness $ntelligence Practice- Oracle C% Practice- Oracle Middleware Practice
Oracle Authorized Education Center – Certifed todeli&er the o'cial Oracle course curriculum to customers&ia onsite training classes. Perfcient owns and operates oneo the national Oracle training acilities listed on the Oraclewebsite
Oracle Specialized Partner – Certifcations b Oracleinclude P#C), H*M, Planning, and Essbase
Oracle Authorized Reseller – Certifed on Oraclelicensing and authori+ed to resell licenses and maintenancecontracts
Oracle Partnership
pecializedPlanning #udgeting Cloud )er&ice
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Practice tarted
uccessful
Pro!ects
er"ice
Capa#ilities
Education
upport O$ering
Per%cient&s Hyperion Practice
'(('
)((*
Hyperion Financial Management
+HFM,
Financial Data -uality Management
+FDM,
Planning +on.premise / P0C,
Ess#ase
Data Relationship Management
+DRM,
Data Relationship 1o"ernance
+DR1,Pro%ta#ility Cost Management
+HPCM,
Financial Close Management +FCM,
Account Reconciliation
Manager+ARM,
Ess#ase Analytic 2in3 +EA2,
Authorized Oracle Education Center
EPM5Hyperion
pecializedPlanning #udgeting Cloud)er&ice
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FDMEE O"er"ie6
-nterate !etadata and data (ro! an +RP 'ource 'y'te!into +P0 taret a&&lication'
-nterate data (ro! ot)er 'ource'# 'uc) a' t)e o&en
inter(ace table and (ile'# into +P0 taret a&&lication'
Drill t)rou) (ro! t)e taret a&&lication' to "ie. 'ourcedata
8rite bac budet data (ro! t)e taret a&&lication' to t)e'ource 'y'te!
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-!&ort
'ourcedata
+;&ortdata to
tareta&&lication'
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7ey Features of FDMEE
Auit trails
Prebuilt reports
!uie "or#flo"
interface
Multiple source
s$stems
Data %aliations
an error chec#ing
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Source 'y'te!detail'
etting 8p ource ystems
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Select t)e ty&e o(a&&lication and t)ea&&lication na!e
T)e a&&lication di!en'ion'are di'&layed on t)e
Di!en'ion Detail' tab
Registering 9arget Applications
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Add an i!&ort (or!at
S&eci(y i!&ort(or!at detail'
etup Import Format in FDMEE
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12
De(ined location'
>ocation (older' undert)e inbox (older
etup 2ocations in FDMEE
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1@
lobal &eriod !a&&in' de(ine !e!ber
!a&&in' (or !ulti&le taret a&&lication' .)eret)e taret &eriod na!e' are t)e 'a!e
etup Period Mappings in FDMEE
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Taret a&&licationna!e
lobal 0a&&in tab
A&&lication 0a&&in tab
etup Category Mapping in FDMEE
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1
Select t)e di!en'ion na!e
All data load !a&&in' (or t)e'elected di!en'ion are di'&layed
Ty&e o(!a&&in
etup Data Mappings in FDMEE
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1
De%ning Data 2oad Rules forFile.0ased Data 2oads
Select t)e current location
De(ine t)e data load rule detail'
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Importing and 2oading Data
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Plannin (or! .it) dataloaded (ro! FD0++
>in to 'ource data
Drill T)rou) &aein 8or'&ace
:or3space FDMEE Drill 0ac3
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Account alance' &aein +S 'ource 'y'te!
Oracle 12 from FDMEE Drill 0ac3
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2
FDMEE Open Interface AdapterO"er"ie6
Rei'ter t)e o&en inter(ace 'ource 'y'te!
De(ine 'ource &eriod !a&&in'
De(ine t)e o&en inter(ace ada&ter
,reate t)e i!&ort (or!at and location
De(ine t)e data load !a&&in' and rule'
-!&ort 'ource data (ro! t)e o&en inter(ace table
+;&ort t)e data to an +P0 taret a&&lication
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Registering the Open Interface
S&eci(y t)e *D-conte;t code
Select t)e &thers 'ource 'y'te! ty&e
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Source'y'te!
+;&licit&eriod
!a&&in'
,alendar na!e
De%ning ource Period Mappings
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2@
,olu!n na!e ino&en inter(ace table
Di'&lay na!e (or i!&ort (or!at!a&&in' and 8orbenc)
De%ning the Open Interface Adapter
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Di!en'ion di'&lay na!e(ro! ada&ter de(inition
Di!en'ion na!e intaret a&&lication
Creating the Import Format and2ocation
% i h d i d
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2
De%ning the Data 2oad Mappings andRules
Data loadrule
Data load!a&&in
I i D f h
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2
Importing ource Data from theOpen Interface 9a#le
Data in FD0++Data in o&en inter(ace table
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Liz AndersonAccount Manager
(612) 719-11! mo"ile
#te$e %ogner
#r. &ec'nical onsultant
ste$en."[email protected]
&A*+ ,/
-uestions
mailto:[email protected]:[email protected]:[email protected]:[email protected]