Hyperion Financial Data Quality Management 11.1.1 Administration

Description

In this course, you learn to implement Financial Data Quality Management (FDM), an advanced data transformation management solution. You learn a single, systematic process for loading source data from disparate systems into target analytical applications. Exercises provide hands-on practice. * This course is also suitable for customers using Hyperion Financial Data Quality Management 9.3.1.

Who Can Benefit

• Functional Implementer
• Technical Administrator

Pre-requisites

• Oracle Hyperion Financial Management, Fusion Edition
• Knowledge of data sources for ONE of the following products:
• Oracle Essbase
• Hyperion Enterprise

Skills Gained

• Create FDM applications
• Integrate FDM applications with target applications
• Import mappings
• Create import formats for source applications
• Create validation rules and entities
• Load data to target systems
• Apply financial controls to comply with Sarbanes-Oxley legislation
• Set up user and object security
• Create scripts

Topics

• Product Orientation
  • Oracle's Enterprise Performance Management System
  • Oracle's Business Intelligence Suite Enterprise Edition Plus
  • FDM
  • Processing Data Through FDM
• Navigating FDM
  • Accessing FDM
  • Setting the POV
  • Locking Out Users for Maintenance
  • Running Reports
  • Viewing Graphical Timelines
• Creating FDM Applications
  • About FDM Applications
  • Creating Applications
  • Modifying, Removing, and Adding Applications
• Integrating Applications
  • About Integration
  • Working with Adapters
  • Adding Machine Profiles
  • Verifying Application Settings
  • Updating Integration Settings
  • Testing Integrations
  • Importing Standard Reports and Templates
• Setting Up Control Tables and Locations
  • Viewing Control Tables
  • Modifying Control Tables
  • Viewing Locations
  • Adding Locations
  • Setting Location Attributes
  • Searching Control Trees
• 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
  • Building Import Formats
  • Assigning Import Formats
  • Adding Import Expressions
• Loading Data
  • About Loading Data
  • Selecting Data Files
  • Importing Data Files
  • Working with Records
  • Validating Dimension Mappings
  • Loading Data to Target Systems
  • Drilling into Data
  • Drilling Back from Target Applications
• Building Validation Rules
  • About Validation Rules and Reports
  • Creating Validation Groups
  • Creating Validation Rules
  • Creating Validation Rules in Validation Editor
  • Assigning Validation Rules to Locations
  • Checking Validation Rules
• Setting Up Validation Entities
  • About Validation Entities
  • Creating Validation Entity Groups
  • Creating Validation Entities
  • Assigning Validation Entity Groups to Locations
  • Verifying Consolidations
• Processing Batch Files
  • About Batch Loader
  • Setting Up Batch Load Files
  • Processing Batches
  • Creating Batch Scripts
  • Scheduling Batch Files in Task Manager
• Creating Logic Accounts
  • About Logic Accounts
  • Creating Logic Groups
  • Creating Simple Logic Accounts
  • Creating Complex Logic Accounts
• Loading FDM Journals
  • About FDM Journals
  • Creating Journal Templates
  • Adding Metadata Tags
  • Loading Journal Templates
• Loading Data with Multiload Files
  • About Multiload Files
  • Creating Multiload Excel Templates
  • Creating Multiload Text Files
  • Loading Multiload Files
  • Viewing Data Load Errors
• Setting Up Security
  • About FDM Security
  • Security Levels
  • Setting Up Object Security
  • Setting Up User Security
  • Migrating Users to Shared Services
  • Locking and Unlocking the Point of View Mode
  • Setting Up Report Groups Security
• Working with Financial Controls
  • About Financial Controls
  • Creating Control Groups, Sections, and Questions
  • Deleting and Restoring Groups, Sections, and Questions
  • Assigning Reviewer, Submitter, and Proxy Rights
  • Accessing Financial Controls
  • Adding Memos and Attaching Documentation
  • Reviewing and Submitting Questions
  • Selecting Application Settings for Financial Controls
• Working with Import Scripts
  • About Scripting in FDM
  • Scripting Components
  • Creating Import Scripts
  • Assigning Import Scripts to Import Formats
  • Applying Scripting Functions to Import Scripts
  • Storing and Assigning Temporary Variables
  • Assigning Custom Web Scripts to Menu Items
• Working with Import Integration Scripts
  • About Import Integration Scripts
  • Creating Import Integration Scripts
  • Assigning Import Integration Scripts to Import Formats
• Working with Event Scripts
  • About Event Scripts
  • Creating Event Scripts
  • Changing Import Formats Dynamically
  • Changing Other Location Attributes Dynamically