Finit solutions intro to fdmee 11.1.2.4 032715

www.finitsolutions.com
Getting the Most out of EPM:
Introduction to FDMEE – New Features in
11.1.2.4
March 27, 2014
Scott Peters (speters@finitsolutions.com)

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Founded in 2002
70+ employees in 20+ states
Mostly CPAs, MBAs
We have extensive Hyperion product and financial reporting
backgrounds
80+ HFM Clients
Managed several of the largest EPM projects in the U.S.
Including the largest roll-out of HFM in North America
Market Leader in ARM/FCM
World Leader in FDM implementations and custom
solutions
50+ Planning / Essbase Clients
Finit Overview

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EPM Services
Finit Answers
Technical Support
Functional / Admin Support
Access to Hyperion SMEs
Dedicated support team
and guaranteed response
times
Customer Service Focus
Flexible Time and Material
support packages
‘Pay as you Go’ option
Oracle Financial Close Suite
Hyperion Financial Management
Financial Close Manager
Account Reconciliation Manager
Hyperion Planning & Essbase
Infrastructure
Data Services
Project / Program Management
Redesign / Enhancements
Product Upgrades
Application enhancements / redesign
Performance optimization
Dedicated
Support
Upgrades
Full Cycle
Implementations

Finit Solutions Introduction
Finit as a company:
Who we are….Why? How?

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We make and deliver personalized financial reporting
solutions and experiences.
By listening, questioning, and analyzing
By building relationships
…not company to company, but person to person.
We are Makers and Doers
WHY is Finit Here?

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Run Finit like a Family
Invest in our employees
All owners actively involved in the business
No debt or external owners
Prioritize the customer; not profitability
Long term stability
Hire employees, not subcontractors
Compensation model based on client
satisfaction
HOW do we achieve our beliefs?

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Our values on which we ask you to provide
consultant feedback:
Finit Values

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Our values, culture, and approach to
becoming a trusted advisor to customers
has led to 100% customer success for every
Finit client (220+) and for every Oracle
Hyperion project (400+)
Finit Customer Success

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Some Finit Customers

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Question and Answer

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About the Presenter
Scott Peters
(speters@finitsolutions.com)
• Partner and Director of
Integration Services
• 9+ yrs Hyperion Experience
• FDM, FDMEE, ODI, ERPi,
HFM, Essbase, Enterprise
• Designed and implemented
some of the most complex
FDM integrations in the world
(HFM, HE, Essbase/Planning
and Data Warehouses)

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FDMEE Introduction
Upgrade from FDM to FDMEE
Comparison to FDM
New Functionality of FDMEE
New Functionality of 11.1.2.4
Agenda

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Introduction to FDMEE

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• FDM Enterprise Edition
– Beginning with release 11.1.2.3, Oracle has combined what we
know as “FDM” with what we know as “ERPi” to create “FDM,
Enterprise Edition” or “FDMEE”
– The thought is that this will combine the direct sourcing and
drillback to the source that ERPi provides while still providing
users the core functionality (workflow, controls, audit) that they
have grown to love with FDM

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• Oracle’s FDMEE Integration
Strategy
– Pre-built Direct Connection
– File based Integration
– Excel based Integration
– Open Interface Adapter
– Source from Target Applications
• This should provide complete
coverage
Supported ERP Systems
EBS 11i and 12.x
PSFT 9.0, 9.1 (9.2 in progress)
PSFT HCM 9.0, 9.1
Fusion Financials GL 11.1.2 and 11.1.3
Fusion Budgetary Control
JDE 9.0 and 9.1 with tools 9.1
SAP 4.6c, 4.7 and ECC 6.0 3+
SAP BW 7.0+
Open Interface Adapter

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• Supported Target Applications
– HFM
– Planning
– Public Sector Planning and Budgeting
– Essbase
• BSO and ASO Cubes
– ARM
– HPCM
– Custom Application
• Allows you to just create a Flat File that you can then
load to an external system

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• Also worked to create full parity with FDM
– Prebuilt workflow with Import, Validate, Export, Check
– Mapping
– Validation Entities
– Validation Rules
– Logic Groups
– Excel Templates
– Scripts
– Reports
– Batch Processing

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Upgrade to FDMEE

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• Existing FDM Customers
– FDM and FDMEE are both included in the install list
– Choice to stay on FDM Classic
• This is the terminal release
– Move to FDMEE
• New FDM Customers
– Can only install FDMEE
Upgrade to 11.1.2.3

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• New and Existing FDM Customers
– Can Only install FDMEE, there is no more FDM
Upgrade to 11.1.2.4

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• What would an upgrade to FDMEE 11.1.2.3 or
11.1.2.4 look like?
– No Migration Utility…….yet (hopefully coming this
summer)
– Can upload some data from FDM tables to FDMEE
with some scrubbing
– Need to convert Scripts
• Can keep Custom and Event as VBScript but will still need to
be modified. Import has to be Jython
– Need to convert Custom Reports
FDMEE Upgrade Process

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FDMEE Functionality

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FDMEE Functionality
• Accessing FDMEE
– DIFFERENT
• No longer separate product
• Integrated in the Workspace
• Integrating with Target System
– DIFFERENT
• Configuration no longer done in Adapters
• Set-up directly in FDMEE
• Period and Category Mapping
– SAME
• Global Mapping and Application Mapping

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FDMEE Functionality
• Locations
– SAME
• Choose which Target you load to
• Integration Options
– DIFFERENT
• No longer have hierarchy sorted
• Import Format
– SAME
• Import Type (File, Adapter, etc.)
• Choose dimensions and how data is imported
• Import Scripts

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FDMEE Functionality
• Mapping
– SAME
• Explicit, In, Between and Like Rules
• Manually add mapping or upload via spreadsheet
• Validate members when adding in system
• Sharing Mapping
– DIFFERENT
• Multi Dimensional Mapping
• Validate members in target system when uploading

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FDMEE Functionality
• Scripting
– SAME
• Event, Custom and Import Scripts
– DIFFERENT
• Event and Custom can be VB or Jython
• Import need to be in Jython
• No more differentiation between Custom(General) and Custom(Web)

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FDMEE Functionality
• Script Execution (Task Flows)
– SAME
• Can have users run Custom Scripts
• Can pass in POV information
– DIFFERENT
• Can have the user enter parameters unlike FDM

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FDMEE Functionality
• Batches
– SAME
• OpenBatch still exists
• Same Filename convention to Open Batch folder
– DIFFERENT
• Can group together Data Load Rules
• Run on demand or scheduled

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What’s New in 11.1.2.4

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What’s new in 11.1.2.4
• Excel Interface
– Allows us to export data/tables to excel
– Allows us to import data to FDM tables from Excel
– These existed in FDM and now they exist in FDMEE

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• POV Locking
– We can lock the POV for a specific Location/Period/Scenario
– Can also lock All Locations for specific Period/Scenario
– Lock Icon is also displayed now

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• Target Options for Data Load Rule
– We can select Target Options at the Data Load Rule level now
instead of strictly at the Application level
– This is similar to FDM Classic where we would have a 2
adapters pointing to the same HFM application in case some
locations say need the Intersection Validation Report and
others shouldn’t

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• Enhanced Data Synch from FDMEE
– Finally, we have an option to use a Target Application as a
Source System!
• Can select your Target app to source data from
• Can choose Data or Journals if HFM
• Match up dimensions

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• Import Format Enhancements
– Import Format Builder is back
– For ERP Direct Connections, we can now concatenate an
unlimited number of ERP segments instead of 5
• Can fix mapping errors on the fly now
– We now get the Fix option to add a rule to a kickout at the
Validate step

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Questions?
Email us for a
copy of the slides or
link to the recording.
Thank you for attending!
- > Scott Peters
(speters@finitsolutions.com)
- > Insights@finitsolutions.com
- > General Questions
 Greg Barrett
(gbarrett@finitsolutions.com)
 Joe Mizerk
(jmizerk@finitsolutions.com)

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