Prerequisites
- Knowledge of data sources for ONE of the following products:
- Oracle Essbase
- Hyperion Enterprise
- Oracle Hyperion Financial Management, Fusion Edition
Course Objectives
- Create FDM applications
- Integrate FDM applications with target applications
- Import mappings
- Create import formats for source applications
- Create validation rules and entities
- Load data to target systems
- Apply financial controls to comply with Sarbanes-Oxley legislation
- Set up user and object security
- Create scripts
Product Description
- Product Orientation
- Oracle's Enterprise Performance Management System
- Oracle's Business Intelligence Suite Enterprise Edition Plus
- FDM
- Processing Data Through FDM
- Navigating FDM
- Accessing FDM
- Setting the POV
- Locking Out Users for Maintenance
- Running Reports
- Viewing Graphical Timelines
- Creating FDM Applications
- About FDM Applications
- Creating Applications
- Modifying, Removing, and Adding Applications
- Integrating Applications
- About Integration
- Working with Adapters
- Adding Machine Profiles
- Verifying Application Settings
- Updating Integration Settings
- Testing Integrations
- Importing Standard Reports and Templates
- Setting Up Control Tables and Locations
- Viewing Control Tables
- Modifying Control Tables
- Viewing Locations
- Adding Locations
- Setting Location Attributes
- Searching Control Trees
- Setting Up Mapping Tables
- Mapping Dimension Members
- Building Maps
- Map Types
- Processing Order
- Building Maps Externally
- Copying Maps
- Sharing Dimension Maps
- Setting Up Conditional Mapping
- Building Import Formats
- About Import Formats
- Creating Import Groups
- Building Import Formats
- Assigning Import Formats
- Adding Import Expressions
- Loading Data
- About Loading Data
- Selecting Data Files
- Importing Data Files
- Working with Records
- Validating Dimension Mappings
- Loading Data to Target Systems
- Drilling into Data
- Drilling Back from Target Applications
- Building Validation Rules
- About Validation Rules and Reports
- Creating Validation Groups
- Creating Validation Rules
- Creating Validation Rules in Validation Editor
- Assigning Validation Rules to Locations
- Checking Validation Rules
- Setting Up Validation Entities
- About Validation Entities
- Creating Validation Entity Groups
- Creating Validation Entities
- Assigning Validation Entity Groups to Locations
- Verifying Consolidations
- Processing Batch Files
- About Batch Loader
- Setting Up Batch Load Files
- Processing Batches
- Creating Batch Scripts
- Scheduling Batch Files in Task Manager
- Creating Logic Accounts
- About Logic Accounts
- Creating Logic Groups
- Creating Simple Logic Accounts
- Creating Complex Logic Accounts
- Loading FDM Journals
- About FDM Journals
- Creating Journal Templates
- Adding Metadata Tags
- Loading Journal Templates
- Loading Data with Multiload Files
- About Multiload Files
- Creating Multiload Excel Templates
- Creating Multiload Text Files
- Loading Multiload Files
- Viewing Data Load Errors
- Setting Up Security
- About FDM Security
- Security Levels
- Setting Up Object Security
- Setting Up User Security
- Migrating Users to Shared Services
- Locking and Unlocking the Point of View Mode
- Setting Up Report Groups Security
- Working with Financial Controls
- About Financial Controls
- About Financial Controls
- Deleting and Restoring Groups, Sections, and Questions
- Assigning Reviewer, Submitter, and Proxy Rights
- Accessing Financial Controls
- Adding Memos and Attaching Documentation
- Reviewing and Submitting Questions
- Selecting Application Settings for Financial Controls
- Working with Import Scripts
- About Scripting in FDM
- Scripting Components
- Creating Import Scripts
- Assigning Import Scripts to Import Formats
- Applying Scripting Functions to Import Scripts
- Storing and Assigning Temporary Variables
- Assigning Custom Web Scripts to Menu Items
- Working with Import Integration Scripts
- About Import Integration Scripts
- Creating Import Integration Scripts
- Assigning Import Integration Scripts to Import Formats
- Working with Event Scripts
- About Event Scripts
- Creating Event Scripts
- Changing Import Formats Dynamically
- Changing Other Location Attributes Dynamically