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The Finit Solutions Series FDM Reports: Getting the Most out of Oracle Hyperion Financial Data Quality Management (FDM) Quality Management (FDM) June 17 2009 June 17, 2009 Presented by Greg Barrett www.finitsolutions.com

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  • The Finit Solutions Series

    FDMReports:GettingtheMostoutofOracleHyperionFinancialDataQuality Management (FDM)QualityManagement(FDM)

    June 17 2009June17,2009

    PresentedbyGregBarrett

    www.finitsolutions.com

  • FDMReports:GettingtheMostoutofFDM

    FinitIntroductionTh Fi it S l ti S i

    FinitSolutionsspecializesinconsultingservicesintheOracleHyperionEnterprisePerformanceManagementSolutionssuiteof

    The Finit Solutions Series

    yp p gproducts:

    FinancialConsolidationandReporting

    Financial Management (HFM)FinancialManagement(HFM) HyperionEnterprise BI+ReportingTools

    DataIntegration

    FinancialDataQualityManagement(FDM) OracleDataIntegrator(ODI) DataIntegrationManagement(DIM)

    PlanningandBusinessIntelligence

    Planning

    www.finitsolutions.com 2

    Planning

    Essbase

  • FDMReports:GettingtheMostoutofFDM

    FinitsFDMExpertiseTh Fi it S l ti S i

    FinitSolutionsistherecognizedgloballeaderinFDM.WehaveimplementedFDM

    pThe Finit Solutions Series

    toover5,000usersandover4,800datasubmissionsites.

    FinitSolutionswasUpstreamSoftwaresoriginalconsultingandimplementationp g g pPartner.

    Finits President, Rob Cybulski, is the FDM domain lead for the Oracle HyperionFinit sPresident,RobCybulski,istheFDMdomainleadfortheOracleHyperionSpecialInterestGroup.

    Finit is a member of the Hyperion FDM Customer Advisory Board advising OracleFinitisamemberoftheHyperionFDMCustomerAdvisoryBoard,advisingOracleonhowcustomersareusingFDMandhowtocontinuetoimprovetheproduct.

    www.finitsolutions.com 3

  • FDMReports:GettingtheMostoutofFDM

    FinitsClientServiceTh Fi it S l ti S i

    W t k li t i i l

    The Finit Solutions Series

    Wetakeclientserviceveryseriously.

    Ourmethodologyofefficientlydevelopingeffectivesolutionsandexceedingexpectationsonevery

    projecthasresultedina100%clientsatisfactionrateatmorethan100clients.

    www.finitsolutions.com 4

  • FDMReports:GettingtheMostoutofFDM

    SomeFinitClientsTh Fi it S l ti S iThe Finit Solutions Series

    www.finitsolutions.com 5

  • FDMReports:GettingtheMostoutofFDM

    AboutthePresenterTh Fi it S l ti S i

    Greg Barrett

    The Finit Solutions Series

    GregBarrett([email protected])

    SixyearsHyperionExperience Essbase,HFM,Hyperion

    EnterpriseFDM D i A hit t FDMDesignArchitect

    ProjectManager HighlyCustomizedSolutions

    www.finitsolutions.com 6

  • FDMReports:GettingtheMostoutofFDM

    AgendaTh Fi it S l ti S i

    I. AboutFDM(Active)ReportsII Demo and Intro to FDM Reports

    gThe Finit Solutions Series

    II. DemoandIntrotoFDMReportsIII. HowtoChangeSimpleReportItems(sortingand

    simple customizations)simplecustomizations)IV. SecurityasitrelatestoFDMReports

    dV. CreatingCustomizedFDMReportsVI. QuestionandAnswer

    OurgoaltodayistogiveyouthebasicknowledgetomakesomeofyourownFDM Reports Customizations

    www.finitsolutions.com 7

    FDMReportsCustomizations

  • FDMReports:GettingtheMostoutofFDM

    QuestionandAnswerTh Fi it S l ti S i

    QThe Finit Solutions Series

    www.finitsolutions.com 8

  • FDMReports:GettingtheMostoutofFDM

    AboutFDMReportsTh Fi it S l ti S i

    StartingwithFDMVersion9.3.xallFDMReportsutilizeActiveReports

    pThe Finit Solutions Series

    p ActiveReportswerecreatedbyDataDynamics FDMhasVersion2.0 FormerFDMReports=CrystalReports

    requiredseparatetooltocustomizeandlicensingnolongersupportedinFDMversions9.3.xcannotbeusedin9.3.1andabove

    http://edelivery.oracle.com/

    www.finitsolutions.com 9

  • FDMReports:GettingtheMostoutofFDM

    GeneralInfoAboutReportsTh Fi it S l ti S i

    ReportMaintenanceisaccessedbyloggingintothe

    pThe Finit Solutions Series

    p y gg gWorkbenchandclickingontheReportstab(Reportsareactuallyrunfromthewebonly)

    A ti R t d t d t b i t ll d b it i ActiveReportsdoesnotneedtobeinstalledbecauseitisincludedwiththeWorkbench

    Reportscanbeimported/exportedtoXMLp p / p StandardReportsarespecifictothedatabasebeingusedwith

    FDM(OracleorSQL)http://edelivery.oracle.com/

    Reportscannotchangethedatainthedatabase

    www.finitsolutions.com 10

  • FDMReports:GettingtheMostoutofFDM

    GeneralInfoAboutReportsTh Fi it S l ti S i

    FDM Reports are now developed as a combination of

    pThe Finit Solutions Series

    FDMReportsarenowdevelopedasacombinationoftwomaincomponents:

    1.ActiveReports allowsyoutocustomizethelook,p y ,feel,andsetupofyourreport.

    2.SQL createsthedataparametersforthedataptype,datavalues,andorderofthedatabeingpulledintothereports.

    www.finitsolutions.com 11

  • FDMReports:GettingtheMostoutofFDM

    IntrotoFDMReportsTh Fi it S l ti S i

    pThe Finit Solutions Series

    DEMONSTRATION

    StandardFDMReports

    CustomizingFDMReports

    www.finitsolutions.com 12

  • FDMReports:GettingtheMostoutofFDM

    CustomReportsTh Fi it S l ti S i

    Process Monitor Report often needs to be adjusted

    pThe Finit Solutions Series

    ProcessMonitorReportoftenneedstobeadjustedtofitthefullLocationName.

    www.finitsolutions.com 13

  • FDMReports:GettingtheMostoutofFDM

    MovingaReportTh Fi it S l ti S i

    Rightclick on the report

    g pThe Finit Solutions Series

    Right clickonthereportnameandchooseCopyReport.

    RightclickontheFolderinwhichyouwanttoplacethereportandchoosePasteReport.

    h Youmaythenwanttodeletetheoldreport.

    www.finitsolutions.com 14

  • FDMReports:GettingtheMostoutofFDM

    ReportSecurityTh Fi it S l ti S i

    Report Security is

    p yThe Finit Solutions Series

    ReportSecurityisdictatedbytheFDMReportsFolderStructure.

    RightClickontheReportFolderandchooseProperties.

    www.finitsolutions.com 15

  • FDMReports:GettingtheMostoutofFDM

    CustomReportsDemoTh Fi it S l ti S i

    Format Enhanced Check Reports Custom Check Reports

    pThe Finit Solutions Series

    FormatEnhancedCheckReports CustomCheckReports

    LocationListwithUserDetail ListstheFDMLocationswithadditionaldetail

    UserListingWithDetail ListstheFDMUserswithadditionaldetail

    Excel Pull Reports Retrieve data out of Hyperion Enterprise ExcelPullReports RetrievedataoutofHyperionEnterprise ProcessMonitorReports CustomizedProcessMonitor

    Reportstoshowadditionaldetailp

    MappingEfficiencyReports AllowstheusertoseehowwelltheirFDMmapsarebeingutilized

    www.finitsolutions.com 16

  • FinitContactsTh Fi it S l ti S i

    GregBarrett(Presenter)

    The Finit Solutions Series

    ?

    [email protected]

    2162879521

    Questions? RobCybulski(President)[email protected]

    2 880 2022158802025

    EdDeLise(VPofSales)

    [email protected]

    6782963611

    www.finitsolutions.com 17

  • FDMReports:GettingtheMostoutofFDM

    UpcomingWebinarsTh Fi it S l ti S i

    HyperionEnterprisetoHyperionFinancialManagement:DesignConsiderationsandBestPractices

    p gThe Finit Solutions Series

    g g

    Inthistwopartseries,wewillcoverbestpractices,designconsiderationsandprojectplanningtipsforconvertingfromHyperionEnterprisetoHFM.

    SessionI:OnJuly22,wewilldemonstratethebasicdifferencesbetweenthetwoproductsandofferrecommendationsforutilizingtheenhancedfunctionality in HFMfunctionalityinHFM.

    SessionII:OnAugust19,youwillgaininsightintoplanningandmanagingaconversiontoHFM,includingpreprojectarchitectureconsiderations,implementationresourcecommitment,andendusertrainingplans.

    Toregister,gotowww.finitsolutions.com/Insights_Webcast.html

    www.finitsolutions.com 18