lead innovative solutions fdqm demo
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What is Hyperion FDM?
Def: Packaged application for Financial Datamovement from any data source to any Hyperionapplication (Enterprise, HFM, Essbase, Planning, etc.)
Archives all dimensional mapping from sources totarget Application
Complete transparency / audit trail for all data and
user processes
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Hyperion FDM Features
Reduces Risk
Transparency into data and processes
User Friendly Interface Web Architected
More Efficient
End Users load quickly Questions answered
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FDM Overview
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Why FDM Increase your confidence in the numbers
Lower the cost of compliance
Simplify financial data collection and transformation Improve the productivity of finance staff
Connect source data to other Oracle EPM systems
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Building Connection FDQM connects to any target system using an
adapter.
Adapter: It is a mechanism which has the capability ofbuilding connection to the target systems like HFM,Essbase,Planning.
Eg:FM11XG5E/FM11IG5E
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FDM Process FDM provides a uniform data collection process for all
reporting units within an organization
The basic FDM process includes six steps:
Import source data
Validate source data against mapping tables
Export source data to a target system
Consolidate target system data Validate target system data
Review and validate internal financial control
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Import source data
Select Import from the Workflow menu. The Import screen will bedisplayed. Select the Select File From Inbox tab to upload the file from theapplications inbox, or select the Upload File tab to load the file from someother location.
When the import is successful, an orange Import fish is displayed.
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Validate source data against mapping tables
The validate step compares the dimension mapping to the imported GL fileand checks for any dimensions from the GL file that are not mapped. If a filehas been imported with unmapped dimensions, those dimensions willbe listed.
When the validation is successful the orange Validate fish will be displayed inthe header.
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Export source data to a target system
After all the source values have been validated, the data can now be loadedto the target system
If the data has been exported successfully then the export fish will bedisplayed.
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Check the ValidationAfter loading the data to the target application, a validation check is performedbased on the criteria specified in the Validation Rules table for the corresponding
validation rules group
If the Validation Rules are not met, it will fail the Check and this will require theuser to follow up and investigate why they are out of balance in order tocomplete the task.
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FDQM Process window
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Conclusion FDQM is a Predefined Data Management tool for
HFM
Increase your confidence in the number
Simplify financial data collection and transformation
Connect source data to other Oracle EPM systems
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Practical Implementation The following steps outline the process for building a
Hyperion FDM
application: Step 1: Create a new Hyperion FDM application Step 2: Integrate the new application with the target system Step 3: Populate the Hyperion FDM control tables Step 4: Create the Hyperion FDM locations Step 5: Import maps for each location Step 6: Build import formats Step 7: Test data loading Step 8: Build validation rules and reports