fdmee data integrations for hyperion financial management v5

8/17/2019 FDMEE Data Integrations for Hyperion Financial Management v5

1/27

FDMEE Data Integrations for HyperionFinancial Management


2/27

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'


3/27

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


4/27

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


5/27

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!


6/27

-!&ort

'ourcedata

+;&ortdata to

tareta&&lication'


7/27


8/275

7ey Features of FDMEE

Auit trails

Prebuilt reports

!uie "or#flo"

interface

Multiple source

s$stems

Data %aliations

an error chec#ing


9/279

Source 'y'te!detail'

etting 8p ource ystems


10/271

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


11/2711

Add an i!&ort (or!at

S&eci(y i!&ort(or!at detail'

etup Import Format in FDMEE


12/27

12

De(ined location'

>ocation (older' undert)e inbox (older

etup 2ocations in FDMEE


13/27

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


14/27

14

Taret a&&licationna!e

lobal 0a&&in tab

A&&lication 0a&&in tab

etup Category Mapping in FDMEE


15/27

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


16/27

1

De%ning Data 2oad Rules forFile.0ased Data 2oads

Select t)e current location

De(ine t)e data load rule detail'


17/27

17

Importing and 2oading Data


18/27

Plannin (or! .it) dataloaded (ro! FD0++

>in to 'ource data

Drill T)rou) &aein 8or'&ace

:or3space FDMEE Drill 0ac3


19/27

Account alance' &aein +S 'ource 'y'te!

Oracle 12 from FDMEE Drill 0ac3


20/27

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


21/27

21

Registering the Open Interface

S&eci(y t)e *D-conte;t code

Select t)e &thers 'ource 'y'te! ty&e


22/27

22

Source'y'te!

+;&licit&eriod

!a&&in'

,alendar na!e

De%ning ource Period Mappings


23/27

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


24/27

24

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


25/27

2

De%ning the Data 2oad Mappings andRules

Data loadrule

Data load!a&&in

I i D f h


26/27

2

Importing ource Data from theOpen Interface 9a#le

Data in FD0++Data in o&en inter(ace table


27/27

27

Liz AndersonAccount Manager

[email protected]

(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]

fdmee data integrations for hyperion financial management v5

Documents