finit solutions getting the most out of fdm - fdm reports webinar

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


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


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.



FinitsClientServiceTh Fi it S l ti S i

W t k li t i i l


Wetakeclientserviceveryseriously.

Ourmethodologyofefficientlydevelopingeffectivesolutionsandexceedingexpectationsonevery

projecthasresultedina100%clientsatisfactionrateatmorethan100clients.



SomeFinitClientsTh Fi it S l ti S iThe Finit Solutions Series



AboutthePresenterTh Fi it S l ti S i

Greg Barrett


GregBarrett([email protected])

SixyearsHyperionExperience Essbase,HFM,Hyperion

EnterpriseFDM D i A hit t FDMDesignArchitect

ProjectManager HighlyCustomizedSolutions



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


FDMReportsCustomizations


QuestionandAnswerTh Fi it S l ti S i

QThe Finit Solutions Series



AboutFDMReportsTh Fi it S l ti S i

StartingwithFDMVersion9.3.xallFDMReportsutilizeActiveReports


p ActiveReportswerecreatedbyDataDynamics FDMhasVersion2.0 FormerFDMReports=CrystalReports

requiredseparatetooltocustomizeandlicensingnolongersupportedinFDMversions9.3.xcannotbeusedin9.3.1andabove

http://edelivery.oracle.com/



GeneralInfoAboutReportsTh Fi it S l ti S i

ReportMaintenanceisaccessedbyloggingintothe


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



GeneralInfoAboutReportsTh Fi it S l ti S i

FDM Reports are now developed as a combination of


FDMReportsarenowdevelopedasacombinationoftwomaincomponents:

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

2.SQL createsthedataparametersforthedataptype,datavalues,andorderofthedatabeingpulledintothereports.



IntrotoFDMReportsTh Fi it S l ti S i


DEMONSTRATION

StandardFDMReports

CustomizingFDMReports



CustomReportsTh Fi it S l ti S i

Process Monitor Report often needs to be adjusted


ProcessMonitorReportoftenneedstobeadjustedtofitthefullLocationName.



MovingaReportTh Fi it S l ti S i

Rightclick on the report

g pThe Finit Solutions Series

Right clickonthereportnameandchooseCopyReport.

RightclickontheFolderinwhichyouwanttoplacethereportandchoosePasteReport.

h Youmaythenwanttodeletetheoldreport.



ReportSecurityTh Fi it S l ti S i

Report Security is

p yThe Finit Solutions Series

ReportSecurityisdictatedbytheFDMReportsFolderStructure.

RightClickontheReportFolderandchooseProperties.



CustomReportsDemoTh Fi it S l ti S i

Format Enhanced Check Reports Custom Check Reports


FormatEnhancedCheckReports CustomCheckReports

LocationListwithUserDetail ListstheFDMLocationswithadditionaldetail

UserListingWithDetail ListstheFDMUserswithadditionaldetail

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

Reportstoshowadditionaldetailp

MappingEfficiencyReports AllowstheusertoseehowwelltheirFDMmapsarebeingutilized


FinitContactsTh Fi it S l ti S i

GregBarrett(Presenter)


?

[email protected]

2162879521

Questions? RobCybulski(President)[email protected]

2 880 2022158802025

EdDeLise(VPofSales)

[email protected]

6782963611



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
