Financial Data Quality Management Tips and TricksHyperion Performance & Business Analytics Networking EventGary Womack, Em...
Emtec, Inc. Proprietary All rights reserved 2013.Agenda2Welcome and IntroductionsUnderstanding FDQMUsing Extended Analytic...
Emtec, Inc. Proprietary All rights reserved 2013.Financial Data Quality Differentiated• Financial data quality management ...
Emtec, Inc. Proprietary All rights reserved 2013.Customer Challenges• Errors in financial data & metadata collection• Fina...
Emtec, Inc. Proprietary All rights reserved 2013.5Copyright © 2009, Oracle and/or its affiliates. All rights reserved.FDM ...
Emtec, Inc. Proprietary All rights reserved 2013.FDM Reports6The Intersection drill-down report allows for aview of all cu...
Emtec, Inc. Proprietary All rights reserved 2013.User Driven Data Validation Rules7End users are given feedback on the qua...
View the full presentation at the Emtec Event Archive.Interested in more?Our website has the fullpresentation, and others,...
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Financial Data Quality Management Tips and Tricks at Medinah 2013

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The EPM Suite of products require care and maintenance to ensure optimal condition and minimize downtime for business users. Presentation covers some of the basic, yet important steps to maintain your EPM environment and some of the basic troubleshooting steps. View the full presentation at the Emtec Event Archive.

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Financial Data Quality Management Tips and Tricks at Medinah 2013

  1. 1. Financial Data Quality Management Tips and TricksHyperion Performance & Business Analytics Networking EventGary Womack, EmtecMay 8, 2013
  2. 2. Emtec, Inc. Proprietary All rights reserved 2013.Agenda2Welcome and IntroductionsUnderstanding FDQMUsing Extended Analytics to sync Essbase/Other Systems to HFMSource File Definition – Automation Features –Mapping EssentialsReporting - Process Controls - Validations - Multi Period Loading – JournalsNew Features for 11.1.2.1/2.2Questions (and Answers)
  3. 3. Emtec, Inc. Proprietary All rights reserved 2013.Financial Data Quality Differentiated• Financial data quality management is a business issue, and is defined as the practice bywhich companies can effectively and consistently combine the following four factors:–Financial data collection and transformation–Repeatable financial processes–Internal controls–Audit trails with dynamic drill through• Hyperion Financial Data Quality Management helps finance users increase theirconfidence in the numbers and lowers their cost of compliance by eliminating data integrityrisks associated with collecting, mapping, validating, and moving critical financial data fromacross the enterprise.3
  4. 4. Emtec, Inc. Proprietary All rights reserved 2013.Customer Challenges• Errors in financial data & metadata collection• Financial restatements• Inconsistent account structure• Dozens of source systems• No audit trails back to the ERP/GL/Source data• Weak controls around data & meta data collection• Lack visibility and transparent processes4
  5. 5. Emtec, Inc. Proprietary All rights reserved 2013.5Copyright © 2009, Oracle and/or its affiliates. All rights reserved.FDM offers unique ERP Integration for EPMFileExcelXMLOtherSystemsOracle EBS,PeopleSoft, SAP R/3Data WarehouseData MartFDMStrategic PlanningFinancial ClosePlanning & ForecastingProfitability ManagementEPM WorkSpaceFinancial ReportsSmartView
  6. 6. Emtec, Inc. Proprietary All rights reserved 2013.FDM Reports6The Intersection drill-down report allows for aview of all current source to target maps for alldimensions in one view, with values. The report isavailable in PDF, Word, Excel, HTML and RTFformats by default.Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
  7. 7. Emtec, Inc. Proprietary All rights reserved 2013.User Driven Data Validation Rules7End users are given feedback on the quality,accuracy, and completeness of the data thatthey loaded to HFM, so they areaccountable, and can participate in the dataintegrity management process. Additionaladjustment data may be loaded via flat orExcel files.Copyright © 2009, Oracle and/or its affiliates. All rights reserved
  8. 8. View the full presentation at the Emtec Event Archive.Interested in more?Our website has the fullpresentation, and others, fromthe 6th Annual Oracle HyperionPerformance Management &Business Analytics NetworkingEvent

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