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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

FDM Reports:Getting the Most out of Oracle Hyperion Financial Data Quality Management (FDM)Quality Management (FDM)

June 17 2009June 17, 2009

Presented by Greg Barrett

www.finitsolutions.com

FDM Reports:  Getting the Most out of FDM

Finit IntroductionTh Fi it S l ti S i

Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of 

The Finit Solutions Series

yp p gproducts:

Financial Consolidation and Reporting

– Financial Management (HFM)Financial Management (HFM)

– Hyperion Enterprise

– BI+ Reporting Tools

Data Integration

– Financial Data Quality Management (FDM)

– Oracle Data Integrator (ODI)

– Data Integration Management (DIM)

Planning and Business Intelligence

– Planning

www.finitsolutions.com‐ 2 ‐

Planning

– Essbase

FDM Reports:  Getting the Most out of FDM

Finit’s FDM ExpertiseTh Fi it S l ti S i

•Finit Solutions is the recognized global leader in FDM. We have implemented FDM 

pThe Finit Solutions Series

to over 5,000 users and over 4,800 data submission sites.

•Finit Solutions was Upstream  Software’s original consulting and implementation p g g pPartner.

•Finit’s President, Rob Cybulski, is the FDM domain lead for the Oracle HyperionFinit s President, Rob Cybulski, is the FDM domain lead for the Oracle Hyperion Special Interest Group.

•Finit is a member of the Hyperion FDM Customer Advisory Board advising Oracle•Finit is a member of the Hyperion FDM Customer Advisory Board, advising Oracle on how customers are using FDM and how to continue to improve the product.

www.finitsolutions.com‐ 3 ‐

FDM Reports:  Getting the Most out of FDM

Finit’s Client ServiceTh Fi it S l ti S i

W t k li t i i l

The Finit Solutions Series

We take client service very seriously.

Our methodology of efficiently developing effective solutions and exceeding expectations on every 

project has resulted in a 100% client satisfaction rate at more than 100 clients.

www.finitsolutions.com‐ 4 ‐

FDM Reports:  Getting the Most out of FDM 

Some Finit ClientsTh Fi it S l ti S iThe Finit Solutions Series

www.finitsolutions.com‐ 5 ‐

FDM Reports:  Getting the Most out of FDM

About the PresenterTh Fi it S l ti S i

Greg Barrett

The Finit Solutions Series

Greg Barrett ([email protected])

• Six years Hyperion Experience• Essbase, HFM, Hyperion 

EnterpriseFDM D i A hit t• FDM Design Architect

• Project Manager• Highly Customized Solutions

www.finitsolutions.com‐ 6 ‐

FDM Reports:  Getting the Most out of FDM

AgendaTh Fi it S l ti S i

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

gThe Finit Solutions Series

II. Demo and Intro to FDM ReportsIII. How to Change Simple Report Items (sorting and 

simple customizations)simple customizations)IV. Security as it relates to FDM Reports

dV. Creating Customized FDM ReportsVI. Question and Answer

Our goal today is to give you the basic knowledge to make some of your own FDM Reports Customizations

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FDM Reports Customizations

FDM Reports:  Getting the Most out of FDM

Question and AnswerTh Fi it S l ti S i

QThe Finit Solutions Series

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FDM Reports:  Getting the Most out of FDM

About FDM ReportsTh Fi it S l ti S i

• Starting with FDM Version 9.3.x all FDM Reports utilize Active Reports

pThe Finit Solutions Series

p• Active Reports were created by Data Dynamics• FDM has Version 2.0• Former FDM Reports = Crystal Reports‐required separate tool to customize and licensing‐no longer supported in FDM versions 9.3.x‐cannot be used in 9.3.1 and above

http://edelivery.oracle.com/

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FDM Reports:  Getting the Most out of FDM

General Info About ReportsTh Fi it S l ti S i

• Report Maintenance is accessed by logging into the 

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p y gg gWorkbench and clicking on the Reports tab (Reports are actually run from the web only)

A ti R t d t d t b i t ll d b it i• Active Reports does not need to be installed because it is included with the Workbench

• Reports can be imported/exported to XMLp p / p

• Standard Reports are specific to the database being used with FDM (Oracle or SQL) http://edelivery.oracle.com/

• Reports cannot change the data in the database

www.finitsolutions.com‐ 10 ‐

FDM Reports:  Getting the Most out of FDM

General Info About ReportsTh Fi it S l ti S i

• FDM Reports are now developed as a combination of

pThe Finit Solutions Series

FDM Reports are now developed as a combination of two main components:

1. Active Reports – allows you to customize the look, p y ,feel, and set up of your report.

2. SQL ‐ creates the data parameters for the data ptype, data values, and order of the data being pulled into the reports.

www.finitsolutions.com‐ 11 ‐

FDM Reports:  Getting the Most out of FDM

Intro to FDM ReportsTh Fi it S l ti S i

pThe Finit Solutions Series

DEMONSTRATION

Standard FDM Reports

Customizing FDM Reports

www.finitsolutions.com‐ 12 ‐

FDM Reports:  Getting the Most out of FDM

Custom ReportsTh Fi it S l ti S i

• Process Monitor Report often needs to be adjusted

pThe Finit Solutions Series

Process Monitor Report often needs to be adjusted to fit the full Location Name.

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FDM Reports:  Getting the Most out of FDM

Moving a ReportTh Fi it S l ti S i

• Right‐click on the report

g pThe Finit Solutions Series

Right click on the report name and choose Copy Report.

• Right‐click on the Folder in which you want to place the report and choose Paste Report.

h• You may then want to delete the “old” report.

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FDM Reports:  Getting the Most out of FDM

Report SecurityTh Fi it S l ti S i

• Report Security is

p yThe Finit Solutions Series

Report Security is dictated by the FDM Reports Folder Structure.

• Right‐Click on the Report Folder and choose Properties.

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FDM Reports:  Getting the Most out of FDM

Custom Reports DemoTh Fi it S l ti S i

• Format Enhanced Check Reports – Custom Check Reports

pThe Finit Solutions Series

Format Enhanced Check Reports  Custom Check Reports

• Location List with User Detail – Lists the FDM Locations with additional detail

• User Listing With Detail – Lists the FDM Users with additional detail

• Excel Pull Reports Retrieve data out of Hyperion Enterprise• Excel Pull Reports – Retrieve data out of Hyperion Enterprise

• Process Monitor Reports – Customized Process Monitor Reports to show additional detailp

• Mapping Efficiency Reports – Allows the user to see how well their FDM maps are being utilized

www.finitsolutions.com‐ 16 ‐

Finit ContactsTh Fi it S l ti S i

Greg Barrett (Presenter)

The Finit Solutions Series

?

[email protected]

216‐287‐9521

Questions? Rob Cybulski (President)

[email protected]

2 880 202215‐880‐2025

Ed DeLise (VP of Sales)

[email protected]

678‐296‐3611

www.finitsolutions.com‐ 17 ‐

FDM Reports:  Getting the Most out of FDM

Upcoming WebinarsTh Fi it S l ti S i

Hyperion Enterprise to Hyperion Financial Management: Design Considerations and Best Practices

p gThe Finit Solutions Series

g g

•In this two‐part series, we will cover best practices, design considerations and project planning tips for converting from Hyperion Enterprise to HFM.

•Session I:  On July 22, we will demonstrate the basic differences between the two products and offer recommendations for utilizing the enhanced functionality in HFMfunctionality in HFM.

•Session II:  On August 19, you will gain insight into planning and managing a conversion to HFM, including pre‐project architecture considerations, implementation resource commitment, and end‐user training plans.

•To register, go to www.finitsolutions.com/Insights_Webcast.html

www.finitsolutions.com‐ 18 ‐