Did you know that although Oracle Hyperion Financial Data Quality Management (FDM) inherently allows for a simple process to empower finance end users to manage the data loading process, it can get even easier?
Continually loading, checking and reloading data can be a bottleneck for the analysis, planning and consolidations processes. The combination of FDM’s Batch Loader, Automated Task Manager, and advanced scripting provides complete automation of this integration process.
FDM’s Batch Loader:
“Auto-maps” unmapped dimensions
Provides valuable information to the business analyst on auto-mapped accounts
Notifies the business analyst of any other process issues that came up during the load.
Provides complete visibility to these errors while eliminating key bottlenecks
Shows you a cursory view of the data to check for overall quality issues without wasting valuable time.
Other set-up options and advanced scripting enable you to:
Automatically email error alerts to the system administrator
Provide custom reporting
Run an unmonitored “lights-out” process
Trigger process alerts to the appropriate party(s)
This advanced functionality makes FDM and its Batch Load capability something that can vastly improve the efficiency of your current process. In this webinar, you will learn how to use FDM Batch Loader’s features and functionality to streamline and increase visibility into your data load processes.
FDM is a great solution to help you standardize your processes and ensure the quality of your data. Users of FDM may or may not realize that there are a number of FDM application settings that allow you to control how FDM interacts with your target data systems. In this webinar, you will learn how to change those settings and get more out of FDM.
In this webinar, we will:
Review the basic application and configuration settings in FDM.
Show you how to change the user settings and web settings in FDM to modify FDM's appearance for the end user.
Demonstrate how to change the wording on various FDM menus.
Review the application settings that are specific to different Oracle Hyperion products, including Hyperion Enterprise and HFM.
Show the latest application settings that are available in FDM 11.1.1.2.
Finit solutions troubleshoot fdm like a pro august 2011finitsolutions
Thousands of Oracle users around the world rely on FDM to load data to multitudes of Oracle Hyperion applications every day. It’s become an integral part of the EPM suite of products over the past decade. FDM Administrators are tasked with supporting this high volume of usage, which includes successfully troubleshooting errors that may arise in their applications to provide rapid resolution. To help you get the most out of FDM and become more self sufficient when it comes to administrative tasks, this month’s webinar will focus upon 3 main areas of FDM:
Determining causes of FDM errors
User actions
System / server / IT related
FDM Architecture Overview
FDM Folder Structure
FDM Servers
FDM Database
FDM Error Logs
Reading
Deciphering
Understanding
Finit solutions getting the most out of fdm - fdm reports webinarfinitsolutions
FDM is a great solution to help you standardize your processes and ensure the quality of your data is sufficient. Everyone who works with this product also knows that it comes with a useful set of reports to help you gain further insight into the data that you've collect. Not everyone knows how to make the most out of these reports, so this webinar helps you to do just that.
In this webinar we review all of the reports in the standard FDM set of reports that is shipped with the product. We then show how to make modifications to these standard reports and how to move reports between folders. Changing security access to individual reports as well as folders of reports is covered next. Lastly we who some of the customized reports that FDM have had tailored to meet their specific FDM reporting requirements.
Finit solutions webinar troubleshooting hfm like a pro 09232011finitsolutions
Become more self sufficient with your behind the scenes HFM tasks.
One of the great benefits of HFM, a powerful Oracle Hyperion EPM solution used by tens of thousands of users worldwide, is that it can be easily maintained by the finance department with minimal IT support. An effective HFM administrator can successfully diagnose, troubleshoot, and resolve errors and issues. They also know when to involve technical support resources. In the next webinar you’ll learn tips to help you become a more effective HFM problem solver. Topics covered will include:
Basic HFM server infrastructure
Logs - How to investigate errors and identify their root causes
Error Resolution
Categories
Metadata
Rules
Journals
Process Management
Security
Causes – how to tell if they are
Application-based
Server-based
Connectivity-based
Oracle’s latest major release of the Enterprise Performance Management (EPM) suite of applications is the Fusion Edition, and it contains a number of important new features and tools. In Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) specifically, there are some significant enhancements over the System 9 releases that will greatly improve your organization’s ability to perform tightly integrated and controlled consolidation, reporting, and analysis in these tools.
Oracle Premier Support for Hyperion application release 9.3 will expire in January 2012. Premier Support for release 9.2 expires in June 2010, and Premier Support for all earlier versions has already expired. Therefore, if your organization has not already upgraded to the Fusion Edition, you will want to begin learning about the improvements in Fusion and planning an upgrade strategy for your organization.
This webinar will include discussions of:
New HFM features and functionality in Fusion Edition, including Enterprise Performance Management Architect (EPMA) and Calculation Manager
New FDM features and functionality in Fusion Edition, including ERP Integrator for connecting into source ERP systems
Migration options for upgrading existing applications to Fusion Edition
Technical considerations for upgrading to Fusion Edition, including hardware requirements and environment design
Project planning and implementation strategies for migrating to Fusion Edition
By staying on top of the latest features and functionality available, you will continue to get the most out of your EPM applications and continue to provide your organization with faster, more meaningful information for reporting and analysis.
Getting the most out of epm what is new in hfm 11.1.2.2finitsolutions
The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show:
New features:
Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now!
Opening multiple HFM applications in one session
“Favorite” members now defined to ease user POV selection
Combination of Data Extract and Extended Analytics
Enhancements:
Faster data retrieval engine in data grids and reports
Improved web navigation
Grid designer drag-and-drop features
IE9/Office 2010 support on a 64-bit platform
New user interface:
Compared to System 9 and Version 11.1.1.X, this user interface is significantly different
Single point of administration
“Legends” to explain purpose of different-colored items
Removal of unnecessary dimensions from Forms and Grids – User POV concept
FDM is a great solution to help you standardize your processes and ensure the quality of your data. Users of FDM may or may not realize that there are a number of FDM application settings that allow you to control how FDM interacts with your target data systems. In this webinar, you will learn how to change those settings and get more out of FDM.
In this webinar, we will:
Review the basic application and configuration settings in FDM.
Show you how to change the user settings and web settings in FDM to modify FDM's appearance for the end user.
Demonstrate how to change the wording on various FDM menus.
Review the application settings that are specific to different Oracle Hyperion products, including Hyperion Enterprise and HFM.
Show the latest application settings that are available in FDM 11.1.1.2.
Finit solutions troubleshoot fdm like a pro august 2011finitsolutions
Thousands of Oracle users around the world rely on FDM to load data to multitudes of Oracle Hyperion applications every day. It’s become an integral part of the EPM suite of products over the past decade. FDM Administrators are tasked with supporting this high volume of usage, which includes successfully troubleshooting errors that may arise in their applications to provide rapid resolution. To help you get the most out of FDM and become more self sufficient when it comes to administrative tasks, this month’s webinar will focus upon 3 main areas of FDM:
Determining causes of FDM errors
User actions
System / server / IT related
FDM Architecture Overview
FDM Folder Structure
FDM Servers
FDM Database
FDM Error Logs
Reading
Deciphering
Understanding
Finit solutions getting the most out of fdm - fdm reports webinarfinitsolutions
FDM is a great solution to help you standardize your processes and ensure the quality of your data is sufficient. Everyone who works with this product also knows that it comes with a useful set of reports to help you gain further insight into the data that you've collect. Not everyone knows how to make the most out of these reports, so this webinar helps you to do just that.
In this webinar we review all of the reports in the standard FDM set of reports that is shipped with the product. We then show how to make modifications to these standard reports and how to move reports between folders. Changing security access to individual reports as well as folders of reports is covered next. Lastly we who some of the customized reports that FDM have had tailored to meet their specific FDM reporting requirements.
Finit solutions webinar troubleshooting hfm like a pro 09232011finitsolutions
Become more self sufficient with your behind the scenes HFM tasks.
One of the great benefits of HFM, a powerful Oracle Hyperion EPM solution used by tens of thousands of users worldwide, is that it can be easily maintained by the finance department with minimal IT support. An effective HFM administrator can successfully diagnose, troubleshoot, and resolve errors and issues. They also know when to involve technical support resources. In the next webinar you’ll learn tips to help you become a more effective HFM problem solver. Topics covered will include:
Basic HFM server infrastructure
Logs - How to investigate errors and identify their root causes
Error Resolution
Categories
Metadata
Rules
Journals
Process Management
Security
Causes – how to tell if they are
Application-based
Server-based
Connectivity-based
Oracle’s latest major release of the Enterprise Performance Management (EPM) suite of applications is the Fusion Edition, and it contains a number of important new features and tools. In Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) specifically, there are some significant enhancements over the System 9 releases that will greatly improve your organization’s ability to perform tightly integrated and controlled consolidation, reporting, and analysis in these tools.
Oracle Premier Support for Hyperion application release 9.3 will expire in January 2012. Premier Support for release 9.2 expires in June 2010, and Premier Support for all earlier versions has already expired. Therefore, if your organization has not already upgraded to the Fusion Edition, you will want to begin learning about the improvements in Fusion and planning an upgrade strategy for your organization.
This webinar will include discussions of:
New HFM features and functionality in Fusion Edition, including Enterprise Performance Management Architect (EPMA) and Calculation Manager
New FDM features and functionality in Fusion Edition, including ERP Integrator for connecting into source ERP systems
Migration options for upgrading existing applications to Fusion Edition
Technical considerations for upgrading to Fusion Edition, including hardware requirements and environment design
Project planning and implementation strategies for migrating to Fusion Edition
By staying on top of the latest features and functionality available, you will continue to get the most out of your EPM applications and continue to provide your organization with faster, more meaningful information for reporting and analysis.
Getting the most out of epm what is new in hfm 11.1.2.2finitsolutions
The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show:
New features:
Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now!
Opening multiple HFM applications in one session
“Favorite” members now defined to ease user POV selection
Combination of Data Extract and Extended Analytics
Enhancements:
Faster data retrieval engine in data grids and reports
Improved web navigation
Grid designer drag-and-drop features
IE9/Office 2010 support on a 64-bit platform
New user interface:
Compared to System 9 and Version 11.1.1.X, this user interface is significantly different
Single point of administration
“Legends” to explain purpose of different-colored items
Removal of unnecessary dimensions from Forms and Grids – User POV concept
Finit solutions getting the most out of hfm - web data forms tips and tricksfinitsolutions
One of the great features in HFM is the ability to create web data forms in which users can enter data directly, without the need for account mappings, journals, or Smart View sheets. These web data forms can be designed in ways that provide very tight security and control over the data that users can enter into HFM. At the same time, the web data forms can be formatted to be very user-friendly and intuitive, so that users find the process simple and easy to follow.
On September 15, you will learn about the pros and cons of using HFM web data forms versus other methods of getting data into HFM, such as data loads, journals, Smart View, and data grids. We will talk about the considerations for each method and why web data forms may or may not be the right choice for various types of data. We will also discuss ways in which data entered via web data forms can be ‘protected’ during iterative trial balance data loads, so that the data entered via web data forms is not erased when loading a trial balance data file in ‘Replace’ mode.
During this webinar, you will also learn some of the more advanced design, formatting, and functions for web data forms, including:
SCalcs
Dimension / member overrides
Colors / fonts / general formatting
Dynamic row expansion
Exporting / importing from Excel
Opening web data forms in Smart View
Finit solutions intro to fdmee 11.1.2.4 032715finitsolutions
With the release of 11.1.2.4 we want to provide our clients with information as quickly as possible. For the first time ever Finit is hosting not one but TWO webinars this month! After our deep dive into HFM it is now time to dig deeper on FDMEE. Finit's Scott Peters will be presenting this second webinar of March on the new feautures in Oracle's FDMEE in version 11.1.2.4.
You may soon be facing the decision of "should I upgrade to 11.1.2.4 and if I do, what does that mean for my integration needs?". If you choose to move forward with an upgrade you will have to go to FDMEE. We will show examples of some of the similarities and some of the differences between FDM and FDMEE.
We will talk a little about what a conversion would look like
We will also take a deep dive into some of the new features in FDMEE 11.1.2.4 including
Better Excel interface
POV locking
Target Options per Data Load Rule
This webinar will take you through one of the areas that we get the most questions on. What are the basic elements of the EPM infrastructure and how do they interact? How are EPM projects scoped from the infrastructure side? What do finance people need to know when it comes to the technical infrastructure of their EPM environment? How can it impact them?
Finit solutions Getting the Most Out of EPM: Comparison between EPMA versus ...finitsolutions
Do you still love the classic(s)? It might be time to consider taking a take a leap to the future. Starting with Oracle EPM version 11.1.2.2 all metadata must be managed with EPMA so you will probably end up there. Join us this month to see and hear what new features EPMA has to offer along with a comparison of how things are done in EPMA versus Classic. Since many clients may not be upgrading right away, we will review the pros and cons to help you decide which is more suitable for you today. We will also show the steps needed when you decide to transform your classic application to EPMA as well as how to will be migrate or sync metadata across environments once you have moved to EPMA.
During this webinar we will go through the following:
• A brief Introduction to EPMA Metadata Management
• Comparison of Classic Metadata management and EPMA
• Pros and Cons of each tool
• What does it take to migrate from Classic to EPMA
• Synchronizing Metadata using LCM
Getting the Most Out of FDM - Integrating with Essbase and Planningfinitsolutions
FDM offers a centralized platform for collecting data from all areas of the organization and a standardized approach to data validation and loading. Its intuitive interface, powerful audit trail, repeatable end-user driven workflow and out of the box reports have made it an integration staple to consolidation systems such as HFM and Enterprise.
With an adapter specifically designed to integrate with Essbase and Planning FDM can be a solution for those applications as well. We will take a look at successful FDM to Essbase and Planning implementations and how FDM can be configured in ways that lead to successful integrations.
Finit solutions getting the most out of enterprise - 6.5.1 and the extracti...finitsolutions
Hyperion Enterprise is widely and successfully used by many companies for consolidations, reporting, and analysis. Oracle continues to support Hyperion Enterprise and to enhance its features and functionality with each new release. At the same time, Oracle has also created a utility that may help companies accelerate a conversion from Hyperion Enterprise to Hyperion Financial Management (HFM).
You will learn about the new Extraction Utility in Hyperion Enterprise. This utility enables you to extract your Hyperion Enterprise metadata, lists, journals, data, and logic in formats that are compatible with other consolidation products, such as HFM. Although the Extraction Utility is not intended to be a turn-key solution for upgrading from Hyperion Enterprise to HFM, it may provide a ‘starting point’ for some companies as they begin their conversions.
In addition to the Extraction Utility, you will also learn about other new features and functionality in Hyperion Enterprise 6.5.1, including data drill-back to FDM, enhancements to the backup/restore utility, and sort/search features in Hyperion Enterprise Reporting.
Supplemental Data Manager - What is it? What are some use cases? How do I get...finitsolutions
If you're struggling with a place to store/consolidate/reconcile Excel spreadsheets and unstructured, textual data from sources outside your existing EPM tools, this webinar is for you! Supplemental Data Manager (SDM) is a new module included with Hyperion Financial Close Manager (FCM) version 11.1.2.4 released earlier this year. During the webinar we will provide examples of how SDM can be used to centralize data collection of textual and unstructured data, and provide controls around processes which are currently very manual and spreadsheet/email-driven for most companies.
Financial footnotes are required for SEC compliance and are an integral part of Financial Statements. The SDM module helps companies streamline the supplemental data collection process and introduces visibility as well as efficiency into the process. It provides a simple user interface to design flexible data models required for collecting complex information from stakeholders for Financial footnote disclosures.
Webinar content will include:
SDM Introduction & General Product Overview
SDM Key Product Functionality
Metadata\data integration with Oracle Hyperion Financial Management
Posting\Drill back to\from Oracle Hyperion Financial Management
Flexible attribute creation and formatting
Data Validations and Calculations for attributes
Configurable frequencies\data collection periods and unlimited levels of approval
Flexible data set design enabling administrators to create custom data entry forms
Powerful filtering and ad-hoc reporting capabilities
Pre-built dashboards for monitoring status of the data collection process
Full integration with Smart View to simplify data entry
SDM Use Case Overview
SDM Module Demo
Design Approach for Implementation
Presenter: Erich Ranz
Finit solutions getting the most out of integrationfinitsolutions
Oracle provides a range of tools for integration activities that cover everything from financial data movement and data quality to metadata management and loading. The thoroughness and flexibility of Oracle’s integration product suite provide customers with a wide range of choices to consider. However, the volume of tools available can make it difficult to determine which ones best fit your organization’s specific requirements.
On January 20, Finit will host a webinar in which you will learn about the differences and business use cases for the following Oracle integration products:
Financial Data Quality Management (FDM)
Oracle Data Integrator (ODI)
Data Integration Management (DIM)
Data Relationship Management (DRM)
Hyperion Application Link (HAL) *Sustaining Support for the last releases ends in June 2010
Enterprise Performance Management Architect (EPMA)
ERP Integrator (ERPi)
‘Classic’ Metadata Management Tools
We will provide examples of typical integration requirements and will discuss the considerations that your company should weigh when selecting from among these integration tools.
Getting the Most out of EPMA: HFM Managing Metadata with EPMAfinitsolutions
Whether you previously used Hyperion Enterprise or managed a classic HFM application, moving to EPMA provides many benefits (but also has unique tricks you should know about!). In this webinar, we will review many of the enhancements that EPMA can bring to metadata management, such as:
• Shared metadata among different products or HFM applications within the same environment
• Comparisons of changes between what is loaded and what you are about to load
• Renaming a base member without losing previously-loaded data
• Enhanced features to identify and exclude orphan members
• Audit trails of metadata changes (“Who changed THAT attribute?” “Um, YOU did!”)
o Some do not always see this as a good thing, but auditors like it…
Of course, there are also a few areas we’ll cover to help you understand some limitations with EPMA and some possible workarounds to certain issues, including:
• Needing to be online to work within the web-based tool
• Must view validation error notifications one at a time on web compared to in a single text file
• Some additional complexity due to more features being available to use
Managing metadata with EPMA is what is being taught in Oracle’s HFM Administration training classes, and we hope that after attending this webinar, you will also discover some benefits to using EPMA with your current or future applications.
Finit solutions whats on your mind october 2011finitsolutions
This month we’ve decided to mix it up a little. We spent the hour responding to questions you submitted on the following topics:
HFM / Planning
HFM Eliminations
Cash Flow
USD Overrides
CTA (Currency Translation Adjustments)
Dynamic Accounts
Application Size
Extended Analytics
SmartView
Timeout
Logging Off Users
Entity Hierarchies
HFM / Planning Eliminations
Logs
FDM
Log Files - HFM / FDM
Location Folders
Table Editor
FDM to ERPi– Upgrade & Migration StrategiesAlithya
Edgewater Ranzal Integration Practice Director and Oracle ACE Tony Scalese presented at KScope 2013 on strategies for moving from Oracle Hyperion Financial Data Quality Management (FDM) to FDM Enterprise Edition (FDMEE), which combines FDM with ERP Integrator (ERPi).
Finit Solutions - What is New in Hyperion Financial Management 11.1.2.2finitsolutions
The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show:
New features:
o Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now!
o Opening multiple HFM applications in one session
o “Favorite” members now defined to ease user POV selection
o Combination of Data Extract and Extended Analytics
Enhancements:
o Faster data retrieval engine in data grids and reports
o Improved web navigation
o Grid designer drag-and-drop features
o IE9/Office 2010 support on a 64-bit platform
New user interface:
o Compared to System 9 and Version 11.1.1.X, this user interface is significantly different
o Single point of administration
o “Legends” to explain purpose of different-colored items
o Removal of unnecessary dimensions from Forms and Grids – User POV concept
Finit - Breaking Through the Cloud Part II: FCCS, Closing in on Full Parity w...finitsolutions
A complete review of FCCS to help you understand current functionality and key product features.
Is your company considering moving its financial reporting from on-premises to the cloud? Have you heard that Financial Close and Consolidation Cloud Services (FCCS) is now closer to achieving full parity with HFM? Join us for Part II of our 3-part series "Breaking Through the Cloud" as we take a look at the most recent releases of FCCS as it closes in to be on equal footing with HFM. Learn the details about FCCS, what this product is capable of and understand the key features and functionality that Oracle has added into FCCS.
Attendees will be provided with insight to assess their options on the close and consolidation front. Part II, Closing in on Full Parity with FCCS will include:
The main features of FCCS
Noteworthy Features and Oracle's release roadmap
A comparison of Features between HFM and FCCS
Additional Features of FCCS that may not be in HFM
Presenter: Geordan Drummond
Date: 03/10/2018
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
Cash Flow Series, Part I: 2-dimensional vs 3-dimensionalfinitsolutions
Join us for part I of our two-part webinar series on cash flow topics We will explore various approaches to everyone's favorite financial report: the cash flow statement. Learn the difference between the 2-dimensional (using 2 HFM dimensions) and 3-dimensional (using 3 HFM dimensions for additional detail) approaches. We will review different ways to tackle each approach and help you decide which one may be a better fit for your business. A brief overview of the Statement of Cash Flows will be provided - no CPA certification required!
In this session you will learn how to:
Better define and understand detailed aspects of the cash flow statement
Differentiate 2-dimensional cash flow vs. 3-dimensional cash flow
Identify how the approaches, input, and outputs differ between 2-dimensional and 3-dimensional cash flow
Understand and set up 2-dimensional and 3-dimensional cash flow in your HFM application
Presenter: Matt Spencer
Date: 08/17/2018
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One of the great features in HFM is the ability to create web data forms in which users can enter data directly, without the need for account mappings, journals, or Smart View sheets. These web data forms can be designed in ways that provide very tight security and control over the data that users can enter into HFM. At the same time, the web data forms can be formatted to be very user-friendly and intuitive, so that users find the process simple and easy to follow.
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Finit solutions intro to fdmee 11.1.2.4 032715finitsolutions
With the release of 11.1.2.4 we want to provide our clients with information as quickly as possible. For the first time ever Finit is hosting not one but TWO webinars this month! After our deep dive into HFM it is now time to dig deeper on FDMEE. Finit's Scott Peters will be presenting this second webinar of March on the new feautures in Oracle's FDMEE in version 11.1.2.4.
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This webinar will take you through one of the areas that we get the most questions on. What are the basic elements of the EPM infrastructure and how do they interact? How are EPM projects scoped from the infrastructure side? What do finance people need to know when it comes to the technical infrastructure of their EPM environment? How can it impact them?
Finit solutions Getting the Most Out of EPM: Comparison between EPMA versus ...finitsolutions
Do you still love the classic(s)? It might be time to consider taking a take a leap to the future. Starting with Oracle EPM version 11.1.2.2 all metadata must be managed with EPMA so you will probably end up there. Join us this month to see and hear what new features EPMA has to offer along with a comparison of how things are done in EPMA versus Classic. Since many clients may not be upgrading right away, we will review the pros and cons to help you decide which is more suitable for you today. We will also show the steps needed when you decide to transform your classic application to EPMA as well as how to will be migrate or sync metadata across environments once you have moved to EPMA.
During this webinar we will go through the following:
• A brief Introduction to EPMA Metadata Management
• Comparison of Classic Metadata management and EPMA
• Pros and Cons of each tool
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• Synchronizing Metadata using LCM
Getting the Most Out of FDM - Integrating with Essbase and Planningfinitsolutions
FDM offers a centralized platform for collecting data from all areas of the organization and a standardized approach to data validation and loading. Its intuitive interface, powerful audit trail, repeatable end-user driven workflow and out of the box reports have made it an integration staple to consolidation systems such as HFM and Enterprise.
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Finit solutions getting the most out of enterprise - 6.5.1 and the extracti...finitsolutions
Hyperion Enterprise is widely and successfully used by many companies for consolidations, reporting, and analysis. Oracle continues to support Hyperion Enterprise and to enhance its features and functionality with each new release. At the same time, Oracle has also created a utility that may help companies accelerate a conversion from Hyperion Enterprise to Hyperion Financial Management (HFM).
You will learn about the new Extraction Utility in Hyperion Enterprise. This utility enables you to extract your Hyperion Enterprise metadata, lists, journals, data, and logic in formats that are compatible with other consolidation products, such as HFM. Although the Extraction Utility is not intended to be a turn-key solution for upgrading from Hyperion Enterprise to HFM, it may provide a ‘starting point’ for some companies as they begin their conversions.
In addition to the Extraction Utility, you will also learn about other new features and functionality in Hyperion Enterprise 6.5.1, including data drill-back to FDM, enhancements to the backup/restore utility, and sort/search features in Hyperion Enterprise Reporting.
Supplemental Data Manager - What is it? What are some use cases? How do I get...finitsolutions
If you're struggling with a place to store/consolidate/reconcile Excel spreadsheets and unstructured, textual data from sources outside your existing EPM tools, this webinar is for you! Supplemental Data Manager (SDM) is a new module included with Hyperion Financial Close Manager (FCM) version 11.1.2.4 released earlier this year. During the webinar we will provide examples of how SDM can be used to centralize data collection of textual and unstructured data, and provide controls around processes which are currently very manual and spreadsheet/email-driven for most companies.
Financial footnotes are required for SEC compliance and are an integral part of Financial Statements. The SDM module helps companies streamline the supplemental data collection process and introduces visibility as well as efficiency into the process. It provides a simple user interface to design flexible data models required for collecting complex information from stakeholders for Financial footnote disclosures.
Webinar content will include:
SDM Introduction & General Product Overview
SDM Key Product Functionality
Metadata\data integration with Oracle Hyperion Financial Management
Posting\Drill back to\from Oracle Hyperion Financial Management
Flexible attribute creation and formatting
Data Validations and Calculations for attributes
Configurable frequencies\data collection periods and unlimited levels of approval
Flexible data set design enabling administrators to create custom data entry forms
Powerful filtering and ad-hoc reporting capabilities
Pre-built dashboards for monitoring status of the data collection process
Full integration with Smart View to simplify data entry
SDM Use Case Overview
SDM Module Demo
Design Approach for Implementation
Presenter: Erich Ranz
Finit solutions getting the most out of integrationfinitsolutions
Oracle provides a range of tools for integration activities that cover everything from financial data movement and data quality to metadata management and loading. The thoroughness and flexibility of Oracle’s integration product suite provide customers with a wide range of choices to consider. However, the volume of tools available can make it difficult to determine which ones best fit your organization’s specific requirements.
On January 20, Finit will host a webinar in which you will learn about the differences and business use cases for the following Oracle integration products:
Financial Data Quality Management (FDM)
Oracle Data Integrator (ODI)
Data Integration Management (DIM)
Data Relationship Management (DRM)
Hyperion Application Link (HAL) *Sustaining Support for the last releases ends in June 2010
Enterprise Performance Management Architect (EPMA)
ERP Integrator (ERPi)
‘Classic’ Metadata Management Tools
We will provide examples of typical integration requirements and will discuss the considerations that your company should weigh when selecting from among these integration tools.
Getting the Most out of EPMA: HFM Managing Metadata with EPMAfinitsolutions
Whether you previously used Hyperion Enterprise or managed a classic HFM application, moving to EPMA provides many benefits (but also has unique tricks you should know about!). In this webinar, we will review many of the enhancements that EPMA can bring to metadata management, such as:
• Shared metadata among different products or HFM applications within the same environment
• Comparisons of changes between what is loaded and what you are about to load
• Renaming a base member without losing previously-loaded data
• Enhanced features to identify and exclude orphan members
• Audit trails of metadata changes (“Who changed THAT attribute?” “Um, YOU did!”)
o Some do not always see this as a good thing, but auditors like it…
Of course, there are also a few areas we’ll cover to help you understand some limitations with EPMA and some possible workarounds to certain issues, including:
• Needing to be online to work within the web-based tool
• Must view validation error notifications one at a time on web compared to in a single text file
• Some additional complexity due to more features being available to use
Managing metadata with EPMA is what is being taught in Oracle’s HFM Administration training classes, and we hope that after attending this webinar, you will also discover some benefits to using EPMA with your current or future applications.
Finit solutions whats on your mind october 2011finitsolutions
This month we’ve decided to mix it up a little. We spent the hour responding to questions you submitted on the following topics:
HFM / Planning
HFM Eliminations
Cash Flow
USD Overrides
CTA (Currency Translation Adjustments)
Dynamic Accounts
Application Size
Extended Analytics
SmartView
Timeout
Logging Off Users
Entity Hierarchies
HFM / Planning Eliminations
Logs
FDM
Log Files - HFM / FDM
Location Folders
Table Editor
FDM to ERPi– Upgrade & Migration StrategiesAlithya
Edgewater Ranzal Integration Practice Director and Oracle ACE Tony Scalese presented at KScope 2013 on strategies for moving from Oracle Hyperion Financial Data Quality Management (FDM) to FDM Enterprise Edition (FDMEE), which combines FDM with ERP Integrator (ERPi).
Finit Solutions - What is New in Hyperion Financial Management 11.1.2.2finitsolutions
The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show:
New features:
o Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now!
o Opening multiple HFM applications in one session
o “Favorite” members now defined to ease user POV selection
o Combination of Data Extract and Extended Analytics
Enhancements:
o Faster data retrieval engine in data grids and reports
o Improved web navigation
o Grid designer drag-and-drop features
o IE9/Office 2010 support on a 64-bit platform
New user interface:
o Compared to System 9 and Version 11.1.1.X, this user interface is significantly different
o Single point of administration
o “Legends” to explain purpose of different-colored items
o Removal of unnecessary dimensions from Forms and Grids – User POV concept
Finit - Breaking Through the Cloud Part II: FCCS, Closing in on Full Parity w...finitsolutions
A complete review of FCCS to help you understand current functionality and key product features.
Is your company considering moving its financial reporting from on-premises to the cloud? Have you heard that Financial Close and Consolidation Cloud Services (FCCS) is now closer to achieving full parity with HFM? Join us for Part II of our 3-part series "Breaking Through the Cloud" as we take a look at the most recent releases of FCCS as it closes in to be on equal footing with HFM. Learn the details about FCCS, what this product is capable of and understand the key features and functionality that Oracle has added into FCCS.
Attendees will be provided with insight to assess their options on the close and consolidation front. Part II, Closing in on Full Parity with FCCS will include:
The main features of FCCS
Noteworthy Features and Oracle's release roadmap
A comparison of Features between HFM and FCCS
Additional Features of FCCS that may not be in HFM
Presenter: Geordan Drummond
Date: 03/10/2018
Similar to Finit solutions series_fdm_batch_loader_041410_final (20)
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
Cash Flow Series, Part I: 2-dimensional vs 3-dimensionalfinitsolutions
Join us for part I of our two-part webinar series on cash flow topics We will explore various approaches to everyone's favorite financial report: the cash flow statement. Learn the difference between the 2-dimensional (using 2 HFM dimensions) and 3-dimensional (using 3 HFM dimensions for additional detail) approaches. We will review different ways to tackle each approach and help you decide which one may be a better fit for your business. A brief overview of the Statement of Cash Flows will be provided - no CPA certification required!
In this session you will learn how to:
Better define and understand detailed aspects of the cash flow statement
Differentiate 2-dimensional cash flow vs. 3-dimensional cash flow
Identify how the approaches, input, and outputs differ between 2-dimensional and 3-dimensional cash flow
Understand and set up 2-dimensional and 3-dimensional cash flow in your HFM application
Presenter: Matt Spencer
Date: 08/17/2018
Lumberjack: Finit's Oracle EPM - Hyperion System Monitoring Toolfinitsolutions
Actionable insight on how your Oracle EPM system is performing and how to fix it
As we all know, the back-end of our Oracle EPM systems have become more and more complex. Not only does it take longer to install, but it requires both Hyperion experience and IT involvement to properly monitor and support the environment. Finit's Infrastructure Group has been involved with some of the most complex Oracle EPM environments in the United States. As a result, we have developed our own in-house tools to assist clients with Performance Monitoring, System Tracking, System Logging, Crash Analysis, and Infrastructure Best Practices. Finit has refined these tools and has incorporated them into a packaged solution called Lumberjack.
Please join us on Friday July 20th to learn about Lumberjack. Frank Zidar, head of Finit Infrastructure, will be your host. In this webinar we will provide an overview of Lumberjack and discuss how several clients are leveraging the tool to monitor their Oracle EPM environment's efficiency / performance and triage degradation in performance, systems errors, and alerts. As a result of the use of Lumberjack, many organizations have gained better insight into how to keep their EPM environments healthy and keep end users happy!
Presenter: Frank Zidar
Date: 07/13/2018
A complete review of the use cases and anatomy of the mysterious yet powerful Dynamic Member Lists and Dynamic "Point of View" Member Lists
Have you ever wished you could collect certain supplemental data (e.g. PP&E rollforward) at the parent entity level (e.g. legal entity, market, geographical region) instead of at each base entity in HFM? Have you ever wished you could run a FR Report for a group of entities such as a region by just specifying the region entity in the user Point of View? Have you ever wished you could pull a list of active entities based on the year or scenario selected?\
Your wishes can come true with the use of Dynamic Member Lists and Dynamic "Point of View" Member Lists with HFM data forms and BI+ FR Reports. Join us in this webinar to take a deep dive into the application and construction of these member lists. Whether you are a business user, a Hyperion system administrator, or a developer, you will be enlightened by the information presented.
Attendees will learn:
The difference between Static, Dynamic Member Lists and Dynamic "Point of View" Member Lists
The use cases for Dynamic Member Lists and Dynamic "Point of View" Member Lists in HFM data forms and BI+ FR reports
The construction of the data forms and reports leveraging Dynamic Member Lists and Dynamic "Point of View" Member Lists
Presenter: Mary Chan & Grace Xu
Date: 04/27/2018
Finit - Creative Solutions for FX Analysis in HFM finitsolutions
Finit is honored to host this upcoming joint webinar with our client, YUM! Brands, Inc. Yum! Brands, Inc., based in Louisville, Kentucky, has over 44,000 restaurants in more than 135 countries and territories, Yum! Brands was named to the Dow Jones Sustainability North America Index and among the top 100 Best Corporate Citizens by Corporate Responsibility Magazine. The company's restaurant brands - KFC, Pizza Hut and Taco Bell - are the global leaders of the chicken, pizza and Mexican style food categories. Worldwide, the Yum! Brands system opens over six new restaurants per day on average, making it a leader in global retail development. Jill Baker from Yum! Brands and Mary Chan from Finit will be presenting Creative Solutions for FX Analysis in HFM.
For companies that have local, functional currencies different from the corporate reporting currency FX impact analysis or Constant Rate Analysis may be a simple translation. But many companies today have more complex needs when it comes to FX Analysis. What if your entities submit financial data in the company's reporting currency but operate in a different local currency? For example, an entity in the Czech Republic may have a functional currency in EUR even though the local currency is in CZK. How do you perform FX impact analysis or Constant Rate Analysis for this entity easily in HFM? Yum! Brands has tackled the solution for this in various ways, from the mundane manual calculation in Excel to two different automated creative ways in HFM. In this webinar we will share with you the creative solutions our team and the Yum! Brands team collaborated on to automate translations in HFM.
The webinar will include:
Specific Business Requirements
Application Design Considerations
Setting up the HFM metadata and rules to solve the problem
Execution and end user experience and benefits
Pros and cons of the different options
Presenter: Mary Chan & Jill Baker (Yum! Brands)
Date: 02/23/2018
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
The Support Policies and Technological Details you need to make informed decisions
As you are probably aware, it has been challenging to understand and navigate On-Premise Oracle Support Policies and Third-Party Compatibility (Excel, Windows, SQL, IE, etc.). Fortunately, we are here to help as it impacts all of us in the Oracle-Hyperion world in terms of planning for future projects, and deciding when (or if) to upgrade. At Finit, we have worked through various scenarios for our clients after distilling all this information from Oracle. We have condensed this down into a 30-45 minute presentation which will review how the Oracle EPM Roadmap affects you along with the various options available.
Topics:
The 'State of EPM' and a review of Oracle EPM versioning and support dates.
End of Premier Support for 11.1.2.3, March 2018, what does this mean?
What are your options? What are your peers planning moving forward? What should your organization be thinking through?
Who Should Attend:
We will cover a range of topics geared toward the state of EPM, Premier Support and options moving forward. Attendees should include:
Finance/Accounting Leaders within your organization looking to enhance knowledge within their EPM systems and the current EPM roadmap.
System Administrators and technical support personnel eager to understand the Oracle Roadmap and how it affects them.
Before hybrid mode capabilities were available, multiple cube solutions that blended the power of block storage (BSO) and aggregate storage (ASO) cubes were often used to provide the most efficient Essbase solution. These solutions allowed developers to utilize the robust calculation capabilities of BSO along with the rapid aggregation capabilities of ASO. With the availability of hybrid storage mode, these multiple cube solutions can now be simplified into a single hybrid cube.
In this webinar, Dennis Hogan will present:
A case study to:
Determine the impact of using hybrid storage and how it addressed key concerns of a 2 cube solution
Determine how the hybrid approach will optimize performance
The process of converting one multi-cube solution into a single hybrid cube
The good, the bad, and the ugly of the hybrid cube conversion process
The feasibility of a hybrid cube solution - Is it for you?
Presenter: Dennis Hogan
Date: 05/19/2017
Finit Hyperion Planning & PBCS Simplified User Interfacefinitsolutions
Learn how to implement Hyperion Planning's Simplified Interface. Enhance and simplify the user experience with demonstrations of customization techniques and tips for guiding the user through the planning process. See examples of existing applications that were converted from the classic interface to the simplified interface. Leave this webinar knowing how to implement the simplified interface.
Webinar Agenda
Simplified Interface: What is it?
Simplified Interface vs. Workspace
On premise vs PBCS
Tablet / Mobile Access
Customization
Design Considerations: Features not in Workspace
Demonstration
Finit how to let go - enterprise archive appsfinitsolutions
Hyperion Enterprise was a great finance tool that revolutionized corporate consolidations and reporting. For some, Enterprise was so great that it's still very hard to let it go!
You may have converted from Enterprise to HFM or OneStream years ago, but you still have 5 or 10 years of historical data in your current system. A few times a year, your CFO or Tax Department asks a question that you can only answer by jumping back into Hyperion Enterprise.
At the same time, you're getting pressure from IT to shut the Enterprise servers down. The risks and costs associated with maintaining 6 year-old unsupported software continue to grow, your budget is slim to none and the timeline for the project is week or two.
What's an Admin to do?
Webinar Topics:
Archiving Enterprise applications in HFM or OneStream
The Flat App Conversion timeline (this can be converted quickly)
How an Enterprise-to-HFM or Enterprise-to-OneStream Flat App conversion can be completed without a full-scale implementation at very low cost
How an Enterprise Archive brings all the data you need from Enterprise
How to replicate the relative simplicity of Enterprise in a 'flat' application
How to design an application to replace the different ways you're still using Enterprise today
How to avoid recalculating, re-translating and re-consolidating data in HFM or OS to match Enterprise logic
How to migrate and reconcile historical data quickly
Finit formula and business rule efficiency in one streamfinitsolutions
OneStream is an extremely flexible platform and has really been making a name for itself in the CPM (Corporate Performance Management) market. In addition to everything that the software can do out-of-the-box, at Finit we can customize your application to meet a wide range of complex business requirements. The limits of OneStream's flexibility is based more on the boundaries of consultants' / administrators' imagination and rule building abilities than any real constraints which exist within OneStream itself. Inside OneStream XF there are a variety of modules where rules/calculations can reside and there is ample opportunity for configurations to extend your system's functionality. Types of rules which exist are:
Member Formulas
Business Rules
Transformation Rules
Confirmation Rules
Join us for an explanation of the fundamental principles around creating efficient process and business rules and scripts within OneStream as we focus on:
Minimizing processing time
Decreasing manual application maintenance
Data storage
Script development
Additionally, we will explain Data Buffers / Eval Buffers, and then introduce some of the new functionality that has been developed for the 3.7 release of OneStream XF.
Finit creative solutions for cash flow fx analysis through dashboardingfinitsolutions
View(active tab)
Edit
Continuing in our webinar series Finit is proud to present and demo some of the top solutions in Onestream. Join us Friday Aug 19th to learn about our custom developed 3-Dimensional View (aka Audit View) of Cash View
Hear OneStream implementation lead Christine Ong-Estrada review the metadata structure necessary for the 3D View
Advantages of using this method of Cash Flow Reporting and
The use of Dashboards utilized around Cash Flow to guide users through the generation of the Cash Flow Report
In Part II of the presentation, we will detail and demo Application Dashboards that allow you to generate Automated and Dynamic FX Analysis
We will discuss the different reports available
Running a Calculation to save parameters and
Running a Consolidation to calculate the FX Analysis
Lastly, we will focus directly on Dashboards inside of OneStream:
The Actors Workspace - which allows you to set up different sets of Dashboards based on Role (i.e. Accountant, Controller, CFO, etc.)
Guided Reporting
Visual aids - charts, pies, and bars
And much much more...
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
Finit - What's Trending: Topics on the Cloud and Infrastructurefinitsolutions
As you are likely aware, we are in a period of tremendous IT-related change in the EPM / CPM solution space. With the acceptance of virtualization to the rise of cloud computing, more options and decisions currently exist that impact how the CFO organization deploys and uses their EPM / CPM solutions. Finit will be conducting an IT-focused webinar geared to business users that will explain the options and decisions that exist for the CFO organization. In this webinar, we will discuss the key IT trends business users should be aware of and how Finit's two software partners, OneStream and Oracle Hyperion, are addressing these trends.
During this webinar, we will review the following:
Cloud computing and key topics
The different types of cloud computing service models
The different types of deployments
How the EPM / CPM software vendors are addressing solutions for the cloud
Overall infrastructure and platform key topics
Virtualization
Key drivers of performance
Backup and recovery approaches
Testing Strategies
Testing approaches during and after implementations
Deployment use case examples
Since its introduction in version 11.1.1.x Oracle Hyperion Profitability Cost Management (HPCM) has allowed companies to gain a deeper level insight into their business performance than ever before. Join us to hear how clients currently tackle profitability questions and how HPCM will help clients provide actionable insights into cost and profitability. We will discuss standard HPCM model functionality, discuss how HPCM drives organizational performance by discovering drivers of cost and profitability, and discuss how you can empower your users with visibility and flexibility to improve resource alignment.
During this webinar we will review the following:
What Profitability means
How clients today answer profitability questions
HPCM models (three models)
Use Cases - How Companies are using HPCM
How HPCM fits into the EPM product suite
Look into HPCM standard model build details
Quick Demo of HPCM model
Features that are available inside the HPCM model
More and more clients are continuing to expand their OneStream investment by radically changing the way they collect information. Given the many ways it's possible to store comments, supporting detail, attachments, etc. OneStream continues to allow users to centralize and streamline their entire close process.
As a continuation of the previous "What's Possible" webinar, we explore the possibilities for collecting "non-numeric" financial data. Find out how companies are using OneStream to efficiently collect and report on:
Supporting Detail - I see a number in OneStream, but what's the detail behind it?
Adjustment Commentary - I want to know who's making an adjustment, when they made it and why?
Supporting Documentation - Where can we store attachments and supporting files that are required for compliance?
User Sign Offs and Questionnaires - Where can we ask questions and collect responses that are required for compliance?
Variance Commentary - why is a number up or down over time or compared to budget?
Bridge Analysis - what's driving the change versus a prior period or versus budget?
Other Miscellaneous Non-Numeric Data Collection Options
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
Finit - what would happen greatest hits and disasters finitsolutions
Ever wonder what would happen if you changed the currency on an entity? Or switched an account to be IsCalculated? Or renamed an account? Have you made metadata changes and loaded the file without the check integrity flag? Oracle ACE Chris Barbieri revisits these and other HFM topics, taking a Mythbusters approach by:
Defining the myths
Setting up the tests
Explaining what happens "under the hood" so you can more deeply understand What would happen if I did... in HFM
Presenter: Chris Barbieri
Date: 02/19/2016
Catagory: Financial Management (HFM)
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
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Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
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Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
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1. The Finit Solutions Series
Getting the most out of FDM:
Fully Automating Your DataFully Automating Your Data
Loads
April 14 2010April 14, 2010
Presented by Jay Hampton
www.finitsolutions.com
3. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Finit Introduction The Finit Solutions Series
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Consolidation
– Financial Management (HFM)
Hyperion Enterprise
Planning and Business Intelligence
– Planning
Essbase– Hyperion Enterprise
Integration
– Financial Data Quality Management
– Essbase
BI+ Reporting Tools
Financial ReportingFinancial Data Quality Management
(FDM)
– Oracle Data Integrator (ODI)
– Data Integration Management (DIM)
– Financial Reporting
– Smartview
– Web Analysis
Essbase Excel Add ing g ( )
– Other (EPMA, ERPi, etc)
– Essbase Excel Add‐in
www.finitsolutions.com
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4. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Finit’s HFM and FDM ExpertiseThe Finit Solutions Series
• Finit has one of the largest practices of HFM certified consultants on
staff in the country. We have experience back to the early versions of
p
y p y
HFM and have assisted clients with all aspects of HFM deployments
from full lifecycle implementations to application optimization /
redesign activitiesredesign activities.
•Finit has a long history with Hyperion FDM having started with the g y yp g
legacy product, UpStream WebLink. Finit became UpStream
Software’s first consulting partner in 2002. Collectively, Finit has
designed and implemented UpStream / Hyperion FDM that havedesigned and implemented UpStream / Hyperion FDM that have
sourced data from over 4,800 source systems and are used by over
5,000 end users.
www.finitsolutions.com
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5. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Finit’s Client Service The Finit Solutions Series
W t k li t i i lWe take client service very seriously.
Our client service approach has led to 100%
customer satisfaction for every Finit client f y
(119 and counting).
www.finitsolutions.com
‐ 5 ‐
6. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Some Finit Clients The Finit Solutions Series
•
www.finitsolutions.com
‐ 6 ‐
7. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
About the Presenter The Finit Solutions Series
Jay Hampton
(jhampton@finitsolutions.com)
• Partner with Finit Solutions
• More than 5 years of experience implementing Hyperion products• More than 5 years of experience implementing Hyperion products
– Hyperion Financial Data Quality Management (FDM)
– Hyperion Enterprise
– Hyperion Financial Management (HFM)
• Frequent presenter at Hyperion conferences
• Serves as the FDM Domain Lead on the OAUG Hyperion Special Interest Group
(SIG)
www.finitsolutions.com
‐ 7 ‐
8. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
How to Ask a Question The Finit Solutions Series
Q
www.finitsolutions.com
‐ 8 ‐
9. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Agenda The Finit Solutions Series
• What is FDM Batch Loader?
H d th B t h L d k?
g
• How does the Batch Loader work?
– File Location and Naming Conventions
• AutoMap Correct Feature
• Running the Batch Loader ‐ Demonstration
– Manual with Interface in Workbench
– Via a script and FDM Task Flow
i i d k– Via a script and FDM Task Manager
• FDM Batch Reports
www.finitsolutions.com
‐ 9 ‐
• Real World FDM Batch Solutions
10. The Finit Solutions Series
What is the FDM Batch Loader?
www.finitsolutions.com
11. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
What is FDM Batch Loader? The Finit Solutions Series
• The FDM Batch Loading process allows users to automate as much
or as little of the FDM process as they requirep y q
• Automate some or all of the Import, Validate, Export and Check
steps
• The FDM Batch Loader can be initiated in the following ways
– Manually via the Batch Loader Interface in the FDM Workbenchy
– Manually via an FDM Script / Task Flow in the FDM web
interface
– Automatically via an FDM Script using the FDM Task Manager
www.finitsolutions.com
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12. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
What is FDM Batch Loader? The Finit Solutions Series
• Gives you the ability to load same types of files as you would
manually in FDMy
– Standard Text Files
– Multi‐Load Files (Excel or Text)
– FDM Excel Based Journals
• Auto‐Map Functionality
bili i ll ‘ d’ i i h l d– Ability to automatically map any ‘unmapped’ items in the load
file
– These ‘unmapped’ accounts will be logged and can be reportedThese unmapped accounts will be logged and can be reported
on
www.finitsolutions.com
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13. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
What is FDM Batch Loader The Finit Solutions Series
• Full logging of completed batch processes along
with logging of any errors that occur during thewith logging of any errors that occur during the
batch process
Thi ll b i d i h B h R f– This can all be viewed in the Batch Reports from
within FDM’s Reports Screen.
• Ability for “Lights Out” Processing
– When combined with the FDM Task Manager, the
Batch Loader can be set up to run automatically
– No user needs to log into FDM to begin the process or
www.finitsolutions.com
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execute any tasks
14. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Cost of FDM Batch Loader The Finit Solutions Series
• Batch Loader is a separately licensed component of FDM
• You already own Batch Loader if you purchased the• You already own Batch Loader if you purchased the
‘Adapter Suite’ which contains the adapters for Essbase,
Strategic Finance, Tax Stream and Data MartStrategic Finance, Tax Stream and Data Mart
• If you only bought FDM with the HFM or Hyperion
Enterprise adapters you do not yet own the Batch Loaderp p y y
• Please send a note to edelise@finitsolutions.com with
questions about Batch Loader licensing and whether you q g y
have already purchased it
www.finitsolutions.com
‐ 14 ‐
15. The Finit Solutions Series
How does the Batch Loader
work?
www.finitsolutions.com
16. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
How does Batch Loader work?The Finit Solutions Series
• Two Main Components
d d l d b–Standard File Naming Convention – used by
FDM to identify the Point of View for the file to
b l d dbe loaded
–Standard File Location – used by FDM to know
the location of the files to be processed
www.finitsolutions.com
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17. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
File Naming Convention The Finit Solutions Series
g
• Files to be loaded via the batch loader must be created with an
FDM specific file name formatp
• The file name is used by FDM to determine the point of view to
process the file for (i.e. what location, period and category is
t i d i th fil )contained in the file)
• The file name is parsed into five different segments and can be
delimited by (‘~’, ‘ ’, ‘@’)y ( , _ , @ )
• Sample Formatted File Name:
A1000~Texas~Actual~Jan‐2010~RR.txt
www.finitsolutions.com
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18. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
File Naming Convention The Finit Solutions Series
g
A1000~Texas~Actual~Jan‐2010~RR.txt
• What are the segments?• What are the segments?
– File ID (ex. A1000)— a free form field. This field can be used to control the
order in which the batch files will load. It can also store variables (i.e.
username date of run job # etc )username, date of run, job #, etc.).
– Location (ex. Texas) — FDM location name to be loaded
– Category (ex. Actual)— FDM category name
– Period (ex. Jan‐2010)— FDM period name
• Must match FDM Period
– Load Method (ex RR)— Load Method is a two‐character switch. ( )
• Character 1 = Method when importing into FDM Append/Replace (Valid
values A or R)
• Character 2 = Method when exporting to Target Append/Replace (Valid
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Character 2 Method when exporting to Target Append/Replace (Valid
values R,M,A,etc.)
19. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch File Location The Finit Solutions Series
• All files to be loaded through the batch loader
must be placed in the appropriate batch foldermust be placed in the appropriate batch folder
– Standard batch files (one month, one location) need to
be placed in the OpenBatch folderbe placed in the OpenBatch folder
– Multi‐Load files need to be placed
i th O B t hML f ldin the OpenBatchML folder
– Excel Based Journal Templates
d b l d hneed to be placed in the
OpenBatchML folder
www.finitsolutions.com
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21. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Auto Map Correct The Finit Solutions Series
‐ Automap Correct will allow the FDM process to
continue in the event a mapping error is
p
continue in the event a mapping error is
encountered
‐ The system will look to a specified location to
obtain a map in the event the original maps do
not cover all accounts in the source file
‐ This will add that new map to the maps for this
location for further instances of this source
account
www.finitsolutions.com
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22. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Auto Map Correct The Finit Solutions Series
‐ To set up the suspense account a new location called
“AutomapCorrect” must be added to the FDM
p
AutomapCorrect must be added to the FDM
application
After adding this location a new map entry needs to be‐ After adding this location a new map entry needs to be
made in the explicit map for each dimension
‐ Source value for this mapping must be called AutoCorrectSource value for this mapping must be called AutoCorrect
‐ Target value can be any valid member for the dimension
‐ These mapping entries will be the basis for the autoThese mapping entries will be the basis for the auto
mapping for any un‐mapped members from a batch load
www.finitsolutions.com
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24. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Manual via ClientThe Finit Solutions Series
• In the FDM Workbench click
on Tools Batch Processing
to open the batch processing
interface
• This will allow you toThis will allow you to
“manually” configure the
settings for an FDM batchsettings for an FDM batch
and execute it
www.finitsolutions.com
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25. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Manual via ClientThe Finit Solutions Series
• Below is the Batch Loader Interface in the Workbench
www.finitsolutions.com
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26. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Manual via ClientThe Finit Solutions Series
• The following settings for the Batch Loader are set up in
the interface and are outlined below
atc oade a ua a C e t
the interface and are outlined below
– Batch Type – Standard or Multi‐Load
– Process Level – Can process anywhere from Import Only to aProcess Level Can process anywhere from Import Only to a
Full Process or a Consolidation Only
– Process Method – Serial or Parallel (If Parallel, can specify the
number of processes to run)
– Load Balance Server – FDM Load Balance Server
File Name Delimiter The delimiter for the different– File Name Delimiter – The delimiter for the different
components of the Batch File Name (‘~’, ‘_’, or ‘@’)
• Usually a Best Practice to use ‘~’ as FDM locations or categories may
www.finitsolutions.com
‐ 26 ‐
y g y
contain an ‘_’
27. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Manual via ClientThe Finit Solutions Series
• To process a file using the Manual Batch Loader
atc oade a ua a C e t
– First place a file in the OpenBatch folder
– Select the Parameters in the Interface
– Select Execute
• You will see the status of the job processing and• You will see the status of the job processing and
will see when it is complete
www.finitsolutions.com
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28. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Manual via WebThe Finit Solutions Series
• Batch Loader can also be run via the web by
setting up an FDM Task Flow
atc oade a ua a eb
setting up an FDM Task Flow
• This allows users who do not have access to the
kb h ( l h kb hWorkbench (only Power users have Workbench
access) the ability to run the batch loader script.
www.finitsolutions.com
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29. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Manual via WebThe Finit Solutions Series
• The Batch Loader interface also allows the easy
creation of a Batch Script that will be used to run the
atc oade a ua a eb
creation of a Batch Script that will be used to run the
Batch Process via an FDM Task Flow
• Simply set the parameters for how you would like theSimply set the parameters for how you would like the
script to operate and select “Create Script”
• This will create a Custom Script that can be run to p
initialize the FDM Batch Process
• Just like other FDM scripts the Batch script can be p p
enhanced to perform additional tasks:
– Email Alerts
Addi i l E L i
www.finitsolutions.com
‐ 29 ‐
– Additional Error Logging
30. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Manual via WebThe Finit Solutions Series
Steps to set up an FDM Batch Task Flow
1 C C G l S i i h B h L d
atc oade a ua a eb
1. Create Custom General Script via the Batch Loader
interface.
2 C t C t W b S i t2. Create Custom Web Script.
3. Copy the Custom General script that you created from
the Batch Loader Interface to the Custom Web Scriptthe Batch Loader Interface to the Custom Web Script.
4. Add item in Menu Maker (under Tools).
5 Cli k T k Fl t i t5. Click on Task Flows to see your script.
6. Click on the Task Flow to run it.
www.finitsolutions.com
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31. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Task Manager The Finit Solutions Series
• Task Manager installs a Windows service that runs
scheduled tasks (FDM scripts) at specified
atc oade as a age
scheduled tasks (FDM scripts) at specified
intervals
k b h d l d dl d l• Tasks can be scheduled to run repeatedly, daily,
weekly, or monthly
• Task Manager can be installed on any server that
can access the FDM application (the Web server,
the application server, or the data server where
FDM data resides)
www.finitsolutions.com
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32. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Automatic The Finit Solutions Series
• The Task Manager will run specified FDM scripts
as certain intervals
atc oade uto at c
as certain intervals
• This allows the Batch Loader Scripts that we
d k l hcreated to run via a Task Flow without any user
initiation
www.finitsolutions.com
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33. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Automatic The Finit Solutions Series
Creating Tasks in the Task Manager
1 O h T k M Thi i ll i ll d
atc oade uto at c
1. Open up the Task Manager. This is usually installed on
the FDM Application server
2 Cli k T k N T k2. Click on Task New Task
3. Click on the General Tab and Enter in the following
informationinformation
– Task Name – Any Name for the Task
– FDM Application – Select from available applicationsFDM Application Select from available applications
– Action Script – The Script that you wish to run (Any Custom
General or Custom Web script)
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‐ 33 ‐
– User Information
34. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Automatic The Finit Solutions Series
atc oade uto at c
www.finitsolutions.com
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35. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Automatic The Finit Solutions Series
Creating Tasks in the Task Manager (cont)
4 Cli k h S h d l T b d h h f h
atc oade uto at c
4. Click on the Schedule Tab and choose how often the
script should run
Frequency Repeat Weekly Monthly– Frequency – Repeat, Weekly, Monthly
– Repeat – This is only for repeat
– Schedule – If Weekly or Monthly, select scheduleSchedule If Weekly or Monthly, select schedule
www.finitsolutions.com
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37. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – FDM Reports The Finit Solutions Series
• There are several standard FDM reports that can be
used to monitor and track the batch loading process
atc oade epo ts
used to monitor and track the batch loading process
• They are all listed in the Batch Reports Group
– Batch Listing – A simple listing of all of the batches that haveBatch Listing A simple listing of all of the batches that have
been run
– Batch File Listing – Details the actual filenames involved in all
of the batchesof the batches
– Batch Error Listing – shows errors in the batch process
(would display the same type of errors as a manual run)
– Batch Processing Status – Shows the details of a batch that is
currently processing
– Batch Auto Map Changes – Will show the details of records
www.finitsolutions.com
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Batch Auto Map Changes Will show the details of records
that have been mapped using the auto map feature
38. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – FDM Reports The Finit Solutions Series
• Batch Listing – A simple listing of all of the batches that have
been run
atc oade epo ts
• Batch File Listing – Details the actual filenames involved in all of• Batch File Listing Details the actual filenames involved in all of
the batches
www.finitsolutions.com
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39. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – FDM Reports The Finit Solutions Series
• Batch Error Listing – shows errors in the batch process (would
display the same type of errors as a manual run)
atc oade epo ts
p y yp )
www.finitsolutions.com
‐ 39 ‐
40. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Batch Loader – Real Solutions The Finit Solutions Series
• We have had many clients use the FDM Batch
Loader in many different ways
atc oade ea So ut o s
Loader in many different ways
– Loading Historical Data
l l– Excel Templates
– Lights out automation into Hyperion Enterprise
– Lights out automation to pull data from source
systems and load through to HFM
www.finitsolutions.com
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42. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Upcoming Webinars The Finit Solutions Series
Getting the Most out of EPM: Introduction to Financial Close
Management and Disclosure Management
p g
On May 12, you will learn about two new tools recently released by Oracle
Hyperion: Financial Close Management and Disclosure Management. These
new tools provide functionality that streamline and provide better insight into
the ‘last mile of the close’; tasks typically performed outside the consolidation
system that are related to items such as external reporting, footnoting, and xbrl
tagging. We will review some of the main features and functionality in these
new tools, including task management, document life‐cycle management,
financial calendar tracking, and account reconciliations .
Getting the Most out of EPM:
New Features and Functionality in Fusion Edition 11.1.2 (TalleyRand)
Date TBD in June pending product release.
To register, go to www.finitsolutions.com/Insights_Webcast.html
www.finitsolutions.com
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43. Th Fi it S l ti S i
Getting the most out of FDM: Fully Automating Your Data Loads
Finit Contacts The Finit Solutions Series
Q ti ?Questions? Jay Hampton
jhampton@finitsolutions.com
216‐870‐3657
Email us for a
216 870 3657
Ed DeLise (VP of Sales)
d li @fi i l i
copy of the slides or
l k h d
edelise@finitsolutions.com
678‐296‐3611
link to the recording. insights@finitsolutions.com
www.finitsolutions.com
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