Oracle Financial Data Quality Management (FDM) is an integral part of the EPM suite used by clients for loading data to Oracle Hyperion applications throughout the world every day. It has been the tool relied upon over the past decade for consistency, reliability and accountability in collecting financial data. With the FDM Adapter Suite comes the Oracle ERP Integrator (ERPi). ERPi enables FDM users additional integration to seamlessly load metadata and data from select ERP systems to their EPM applications. This works with the core FDM application to allow the benefit of integration with FDM drill back for Oracle general ledgers, as well as drill back from Planning, Financial Management, Financial Reporting, and Smartview through ERP Integration Suite or FDM to other source General Ledgers.
This webinar will introduce you to ERPi, how it might be implemented to work with the core FDM application and other EPM applications. We will cover the following:
Overview of ERPi
Architecture
Data Flow
EBS example
Using ERPi and FDM together
Benefits
FDM set-up
ERPi enhancements for 11.1.2.2 release
New source systems
New FDM like features
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 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.
Finit solutions getting the most out of hfm - intercompany matching and eli...finitsolutions
If you are using HFM for consolidations, then you already know that it is a powerful and complex tool that can vastly improve the analysis and reporting capabilities in your monthly consolidation process. However, one element of HFM that companies often do not use to its full potential is the intercompany matching and elimination functionality. In many cases, companies simply have not had the opportunity to develop a full understanding of all the intercompany features, and have therefore opted not to use them.
In this webinar, you will learn about the metadata and security features that can enable you to take full advantage of HFM’s intercompany matching and elimination functionality. We will discuss how the intercompany dimension, the value dimension, and the account and entity dimensions interact to perform intercompany matching and eliminations at the appropriate levels within your entity structures. You will learn how to analyze intercompany eliminations using data grids, BI+ Financial Reporting, and system intercompany matching reports.
By fully utilizing HFM’s intercompany features, you will not only make your consolidation process much more efficient, but will also provide valuable, detailed intercompany information to both end-users and management. The availability of that intercompany detail can drive critical management decisions and can greatly increase the value of your HFM applications within your organization.
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 acquiring Hyperion has certainly brought many changes and innovations to the EPM suite – it has also meant a regular release schedule for new versions. We have seen a varied approach to upgrading and moving to new versions among our clients. Some keep current with new versions while others wait until they feel the time is right for them. There is no wrong answer to how your company approaches this, but waiting too long can have some negative consequences (like being off of “premier” support). Upgrading used to be a bit simpler, but today the EPM suite is more complex and requires additional preparation and planning.
If you are considering a migration from Hyperion Enterprise to Hyperion Financial Management or upgrading from an earlier release of HFM to the 11.1.2 series (or even the latest 11.1.2.3 release)? join us for some insights on the key areas to consider for a project of this type along with significant features to examine for your possible use. Also, hear our experiences related to the latest 11.1.2.3 release. This webinar will focus on the general project considerations and the functional considerations in moving from earlier versions of HFM (like 11.1.1.3) to the 11.1.2 series of HFM with a new graphical user interface and the now “Open Custom Dimension” design (you can now have more than 4 Custom Dimensions).
What we will review:
What is means to upgrade to the 11.1.2 Series
To Migrate and/or ‘Redesign’?
Upgrade project considerations
Infrastructure Considerations
Performance Considerations around the Entity Structure
What it means to introduce additional custom dimensions
Changes related to FDM in 11.1.2.3
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 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.
Finit solutions getting the most out of hfm - intercompany matching and eli...finitsolutions
If you are using HFM for consolidations, then you already know that it is a powerful and complex tool that can vastly improve the analysis and reporting capabilities in your monthly consolidation process. However, one element of HFM that companies often do not use to its full potential is the intercompany matching and elimination functionality. In many cases, companies simply have not had the opportunity to develop a full understanding of all the intercompany features, and have therefore opted not to use them.
In this webinar, you will learn about the metadata and security features that can enable you to take full advantage of HFM’s intercompany matching and elimination functionality. We will discuss how the intercompany dimension, the value dimension, and the account and entity dimensions interact to perform intercompany matching and eliminations at the appropriate levels within your entity structures. You will learn how to analyze intercompany eliminations using data grids, BI+ Financial Reporting, and system intercompany matching reports.
By fully utilizing HFM’s intercompany features, you will not only make your consolidation process much more efficient, but will also provide valuable, detailed intercompany information to both end-users and management. The availability of that intercompany detail can drive critical management decisions and can greatly increase the value of your HFM applications within your organization.
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 acquiring Hyperion has certainly brought many changes and innovations to the EPM suite – it has also meant a regular release schedule for new versions. We have seen a varied approach to upgrading and moving to new versions among our clients. Some keep current with new versions while others wait until they feel the time is right for them. There is no wrong answer to how your company approaches this, but waiting too long can have some negative consequences (like being off of “premier” support). Upgrading used to be a bit simpler, but today the EPM suite is more complex and requires additional preparation and planning.
If you are considering a migration from Hyperion Enterprise to Hyperion Financial Management or upgrading from an earlier release of HFM to the 11.1.2 series (or even the latest 11.1.2.3 release)? join us for some insights on the key areas to consider for a project of this type along with significant features to examine for your possible use. Also, hear our experiences related to the latest 11.1.2.3 release. This webinar will focus on the general project considerations and the functional considerations in moving from earlier versions of HFM (like 11.1.1.3) to the 11.1.2 series of HFM with a new graphical user interface and the now “Open Custom Dimension” design (you can now have more than 4 Custom Dimensions).
What we will review:
What is means to upgrade to the 11.1.2 Series
To Migrate and/or ‘Redesign’?
Upgrade project considerations
Infrastructure Considerations
Performance Considerations around the Entity Structure
What it means to introduce additional custom dimensions
Changes related to FDM in 11.1.2.3
Here is a visual workflow of NetSuite’s ERP Order to Cash (O2C) and Purchase to Pay (P2P) processes, covering Order Management (Orders), Accounts Receivable (Receivables), Purchase Orders (Purchases) and Accounts Payable (Payables) plus an introduction to Customer Relationship Management (CRM).
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 he terminal release webinar feb 2012 finalfinitsolutions
The rumors have been circulating for years, but Oracle recently confirmed that Hyperion Enterprise, one of the most popular financial consolidation and reporting applications ever released, has been placed on controlled availability. Hyperion Enterprise Release 6.5.1.1 is the “terminal release”, which means that there will be no additional versions or patches going forward. Premier Support for Enterprise will end in April 2013; Oracle will continue to provide Sustaining Support indefinitely.
On February 24, Finit Solutions will address this news and provide recommendations and guidance for companies currently on Enterprise. While this is a major announcement, there is no need to panic. Finit will provide relevant information to help you understand your options (one of which is to stay on Enterprise beyond April 2013). A fact-based, carefully considered approach is a great way to minimize risk and ensure that you make the right decisions for your company. Some of the topics discussed will include:
What does ‘controlled availability’ mean?
What is the difference between Premier and Sustaining Support?
What are the risks associated with Sustaining Support?
In addition to Sustaining Support, are there any ‘supplemental’ support options available?
Should we upgrade to 6.5.1.1?
The webinar will also focus on developing a plan within your organization for moving forward in light of this news. Considerations will include:
Sharing this information within your organization and discussing internal policies regarding product support.
Understanding dependencies on third party products and their impact on your Enterprise environment now and in the future.
Assessing the current functionality and usage of your Enterprise applications to determine requirements for moving onto a different product.
Balancing controlled availability, requirements, and budget to determine the timeline for moving off Enterprise that makes the most sense for your organization.
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 epm an overview of epma-february 2011finitsolutions
If you are managing Planning, Essbase and HFM (or any of these 2) in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data movements, etc. within the Hyperion environment. This webinar will take you through the basics of EPMA setup and configuration and just what EPMA can do.
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
Oracle Essbase Analytics Link (formerly known as HyperRoll) is a product in the EPM suite that allows HFM data to be accessed through one (or more) Essbase applications. This application facilitates the real-time or on-demand transfer of financial information from Oracle Hyperion Financial Management to Oracle Essbase for enhanced reporting and analysis.
In this webinar we will introduce the product by exploring the following topics:
What is Essbase Analytics Link?
Is it anything like Extended Analytics?
What are the benefits to using Essbase Analytics Link in your EPM application suite?
How do you use Essbase Analytics Link?
Is it hard to set up these applications? Do you need to be an Essbase expert?
How often is the HFM data updated via Essbase Analytics Link?
Can the process be automated?
As we move into 2015, there are some interesting topics that all Oracle EPM clients should be aware of. New application tools and new methods of delivering solutions to clients are taking center stage. Oracle has continued to move the Hyperion stack to a new platform and release 11.1.2.4 makes good on their commitment. Having knowledge about what is available and what the various options are will be important as organizations look to further define and refine their financial analysis and reporting strategies going forward.
During this webinar Finit Solutions co-founder, Rob Cybulski, will go through product and functional trends along with expected announcements for 2015 that will help your organization plan and be prepared. This webinar will focus on a wide range of product, IT, and functional topics including the following:
• Oracle Hyperion release 11.1.2.4 - what makes this release special?
• Cloud vs. Hosted vs. On-Premise decisions with respect to EPM
• FDM / FDMEE
• Financial Close & Consolidation Trends
• Financial Planning & Analysis Trends
• Product and Customer Profitability Trends
• Data Governance Trends
Presenter: Robert Cybulski
Originally Presented on February 20, 2015
As we move into 2015, there are some interesting topics that all Oracle EPM clients should be aware of. New application tools and new methods of delivering solutions to clients are taking center stage. Oracle has continued to move the Hyperion stack to a new platform and release 11.1.2.4 makes good on their commitment. Having knowledge about what is available and what the various options are will be important as organizations look to further define and refine their financial analysis and reporting strategies going forward.
During this webinar Finit Solutions co-founder, Rob Cybulski, will go through product and functional trends along with expected announcements for 2015 that will help your organization plan and be prepared. This webinar will focus on a wide range of product, IT, and functional topics including the following:
Oracle Hyperion release 11.1.2.4 - what makes this release special?
Cloud vs. Hosted vs. On-Premise decisions with respect to EPM
FDM / FDMEE
Financial Close & Consolidation Trends
Financial Planning & Analysis Trends
Product and Customer Profitability Trends
Data Governance Trends
Minnesota Hyperion User Group Discussion on Financial Data Management Enterprise Edition: the combination of Financial Data Quality Management (FDM) and ERP Integrator (ERPi)
What is FDMEE?
What can you do with FDMEE?
Considerations for converting to FDMEE?
What’s new with FDMEE?
What’s coming next with FDMEE?
Jon Harvey, Oracle EPM Practice Lead
Josh Kinkeade, Oracle HFM Practice Lead
Oracle has just released Hyperion EPM version 11.1.2.2 for General Availability. Version 11.1.2.2 comes with a host of new features and functionality for all of the existing Hyperion EPM products and introduces some new products. This is a significant release that deserves an in-depth review to get a clear picture of what you can take advantage of for your own EPM deployment.
Finit has been one the select partners involved with Oracle development teams as version 11.1.2.2 has been built, and we are excited to review the new features and functionality with you.
During this webinar we will go through both the Financial Close and Planning Suites as well as cover the following topics:
Revamped User Interface for all products
New Features and Functionality for the Financial Close Suite:
HFM Configurable Dimensionality
Enhanced HFM Administrative Features
Account Reconciliation Management – New Product!
Financial Management Analytics – New Product!
New Features and Functionality for the Planning Suite:
Enhanced Planning Administrative Features
Predictive Planning
Project Financial Planning – New Product!
New Features and Functionality for other Hyperion EPM products:
Essbase
FDM / ERPi
DRM
Smart View for Office
Financial Reporting
Here is a visual workflow of NetSuite’s ERP Order to Cash (O2C) and Purchase to Pay (P2P) processes, covering Order Management (Orders), Accounts Receivable (Receivables), Purchase Orders (Purchases) and Accounts Payable (Payables) plus an introduction to Customer Relationship Management (CRM).
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 he terminal release webinar feb 2012 finalfinitsolutions
The rumors have been circulating for years, but Oracle recently confirmed that Hyperion Enterprise, one of the most popular financial consolidation and reporting applications ever released, has been placed on controlled availability. Hyperion Enterprise Release 6.5.1.1 is the “terminal release”, which means that there will be no additional versions or patches going forward. Premier Support for Enterprise will end in April 2013; Oracle will continue to provide Sustaining Support indefinitely.
On February 24, Finit Solutions will address this news and provide recommendations and guidance for companies currently on Enterprise. While this is a major announcement, there is no need to panic. Finit will provide relevant information to help you understand your options (one of which is to stay on Enterprise beyond April 2013). A fact-based, carefully considered approach is a great way to minimize risk and ensure that you make the right decisions for your company. Some of the topics discussed will include:
What does ‘controlled availability’ mean?
What is the difference between Premier and Sustaining Support?
What are the risks associated with Sustaining Support?
In addition to Sustaining Support, are there any ‘supplemental’ support options available?
Should we upgrade to 6.5.1.1?
The webinar will also focus on developing a plan within your organization for moving forward in light of this news. Considerations will include:
Sharing this information within your organization and discussing internal policies regarding product support.
Understanding dependencies on third party products and their impact on your Enterprise environment now and in the future.
Assessing the current functionality and usage of your Enterprise applications to determine requirements for moving onto a different product.
Balancing controlled availability, requirements, and budget to determine the timeline for moving off Enterprise that makes the most sense for your organization.
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 epm an overview of epma-february 2011finitsolutions
If you are managing Planning, Essbase and HFM (or any of these 2) in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data movements, etc. within the Hyperion environment. This webinar will take you through the basics of EPMA setup and configuration and just what EPMA can do.
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
Oracle Essbase Analytics Link (formerly known as HyperRoll) is a product in the EPM suite that allows HFM data to be accessed through one (or more) Essbase applications. This application facilitates the real-time or on-demand transfer of financial information from Oracle Hyperion Financial Management to Oracle Essbase for enhanced reporting and analysis.
In this webinar we will introduce the product by exploring the following topics:
What is Essbase Analytics Link?
Is it anything like Extended Analytics?
What are the benefits to using Essbase Analytics Link in your EPM application suite?
How do you use Essbase Analytics Link?
Is it hard to set up these applications? Do you need to be an Essbase expert?
How often is the HFM data updated via Essbase Analytics Link?
Can the process be automated?
As we move into 2015, there are some interesting topics that all Oracle EPM clients should be aware of. New application tools and new methods of delivering solutions to clients are taking center stage. Oracle has continued to move the Hyperion stack to a new platform and release 11.1.2.4 makes good on their commitment. Having knowledge about what is available and what the various options are will be important as organizations look to further define and refine their financial analysis and reporting strategies going forward.
During this webinar Finit Solutions co-founder, Rob Cybulski, will go through product and functional trends along with expected announcements for 2015 that will help your organization plan and be prepared. This webinar will focus on a wide range of product, IT, and functional topics including the following:
• Oracle Hyperion release 11.1.2.4 - what makes this release special?
• Cloud vs. Hosted vs. On-Premise decisions with respect to EPM
• FDM / FDMEE
• Financial Close & Consolidation Trends
• Financial Planning & Analysis Trends
• Product and Customer Profitability Trends
• Data Governance Trends
Presenter: Robert Cybulski
Originally Presented on February 20, 2015
As we move into 2015, there are some interesting topics that all Oracle EPM clients should be aware of. New application tools and new methods of delivering solutions to clients are taking center stage. Oracle has continued to move the Hyperion stack to a new platform and release 11.1.2.4 makes good on their commitment. Having knowledge about what is available and what the various options are will be important as organizations look to further define and refine their financial analysis and reporting strategies going forward.
During this webinar Finit Solutions co-founder, Rob Cybulski, will go through product and functional trends along with expected announcements for 2015 that will help your organization plan and be prepared. This webinar will focus on a wide range of product, IT, and functional topics including the following:
Oracle Hyperion release 11.1.2.4 - what makes this release special?
Cloud vs. Hosted vs. On-Premise decisions with respect to EPM
FDM / FDMEE
Financial Close & Consolidation Trends
Financial Planning & Analysis Trends
Product and Customer Profitability Trends
Data Governance Trends
Minnesota Hyperion User Group Discussion on Financial Data Management Enterprise Edition: the combination of Financial Data Quality Management (FDM) and ERP Integrator (ERPi)
What is FDMEE?
What can you do with FDMEE?
Considerations for converting to FDMEE?
What’s new with FDMEE?
What’s coming next with FDMEE?
Jon Harvey, Oracle EPM Practice Lead
Josh Kinkeade, Oracle HFM Practice Lead
Oracle has just released Hyperion EPM version 11.1.2.2 for General Availability. Version 11.1.2.2 comes with a host of new features and functionality for all of the existing Hyperion EPM products and introduces some new products. This is a significant release that deserves an in-depth review to get a clear picture of what you can take advantage of for your own EPM deployment.
Finit has been one the select partners involved with Oracle development teams as version 11.1.2.2 has been built, and we are excited to review the new features and functionality with you.
During this webinar we will go through both the Financial Close and Planning Suites as well as cover the following topics:
Revamped User Interface for all products
New Features and Functionality for the Financial Close Suite:
HFM Configurable Dimensionality
Enhanced HFM Administrative Features
Account Reconciliation Management – New Product!
Financial Management Analytics – New Product!
New Features and Functionality for the Planning Suite:
Enhanced Planning Administrative Features
Predictive Planning
Project Financial Planning – New Product!
New Features and Functionality for other Hyperion EPM products:
Essbase
FDM / ERPi
DRM
Smart View for Office
Financial Reporting
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
What is it like to work with an ERP suite in an MNC environment? What are the real opportunities and challenges involved? Employees/Managers nowadays are expected to handle cross-discipline assignments. Consultants/Analysts are not only expected to be techno-functional, but also cross-functional. ERP skills, in short, are career differentiators. Jumpstart your ERP career or journey with this book now!
Finit solutions - What is New in Oracle Hyperion Planning 11.1.2.2finitsolutions
The release of Oracle Hyperion Planning 11.1.2.2 brings enhancements, new features, and a new module. In this webinar we will show:
• New user interface
o Compared to System 9 and Version 11
• New features
o Manage substitution variables from Planning
o Rolling forecasts
o Predictive Planning
o Composite form enhancements
o Display data as charts
o Cell data history
• New module: Project Financial Planning
o Dimensions and members
o Pre-packaged Forms
o Pre-packaged Task Lists
o Pre-packaged Calculation Manager Rules
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
Similar to Finit solutions webinar er pi - how does it work with fdm and the epm suite-may2012 (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 - 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
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
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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
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.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
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 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
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.
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
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.
2. www.finitsolutions.com
- 2 -
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
The Finit Solutions Series
Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation
– Financial Management (HFM)
– Hyperion Enterprise
– Financial Close Management
– Disclosure Management
– Account Reconciliation Module
Integration
– Financial Data Quality Management (FDM)
– ERP Integrator (ERPi)
– Oracle Data Integrator (ODI)
– Enterprise Performance Management
Architect (EPMA)
– Data Relationship Management (DRM)
Planning and Business Intelligence
– Planning
– Core Planning
– Modules (Workforce, CapEx)
– Essbase (ASO / BSO)
Reporting Tools
– Financial Reporting
– Smartview
– OBIEE
– Web Analysis
– Essbase Excel Add-in
3. www.finitsolutions.com
- 3 -
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
The Finit Solutions Series
We strongly believe that Service + Solutions = Maximum Value
Service
• Consultant compensation model is based upon client satisfaction with
consultant’s work, not how many hours they charge.
• Finit has no external owners and Finit partners are involved in every full-cycle
implementation.
• Finit uses its own employees, not contractors.
Solutions
• Finit consultants are Hyperion product experts who enjoy designing, building
and deploying great solutions, applications and processes.
• Finit works closely with Oracle Hyperion development on product strategy and
beta testing.
• Finit consultants receive 2 weeks of product / functional training a year.
• Finit Answers provides support services on a pay‐as‐you‐use model.
Finit’s Focus
4. www.finitsolutions.com
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Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
The Finit Solutions Series
Finit’s Values
5. www.finitsolutions.com
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Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
The Finit Solutions Series
Our client service approach has led to 100% customer
satisfaction for every Finit client (156 and counting) for
every Oracle Hyperion project (over 275 and counting).
Finit’s Client Service
6. www.finitsolutions.com
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Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
The Finit Solutions Series
•
Some Finit Clients
7. www.finitsolutions.com
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Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
The Finit Solutions Series
About the Presenter
Scott Peters
(speters@finitsolutions.com)
• Director of Data Integration
Practice
• 7 years of experience
implementing Hyperion
products at approximately 40
clients
• Has designed and implemented
multiple FDM integrations with
HFM, Enterprise, Essbase,
Planning and Data Warehouses
8. www.finitsolutions.com
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
How to Ask a Question
9. www.finitsolutions.com
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Questions?
Email us for a
copy of the slides or
link to the recording.
Finit Contacts
insights@finitsolutions.com
-> Joe Mizerk
jmizerk@finitsolutions.com
919.349.5029
-> Scott Peters
speters@finitsolutions.com
216.272.4810
More EPM Questions?
ask@finitsolutions.com
10. www.finitsolutions.com
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
ERPi Overview
ERPi Architecture and Data Flow
Using ERPi and FDM Together
Configuring ERPi
Configuring FDM
11.1.2.2 Enhancements
Q and A
Agenda
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• ERP Integrator (ERPi) for Oracle Applications is a module
of FDM that enables you to perform the following tasks:
– Integrate metadata and data from an ERP source system into an
Enterprise Performance Management (EPM) target application
– Drill through from the EPM target application and view data in
the ERP source system
– Write-back budget data to the source system from any Oracle
Hyperion Planning, Oracle Essbase ASO, or Essbase BSO
application.
ERPi Overview
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• ERPi supports general ledger data for:
– Oracle E-Business Suite 11i
– Oracle E-Business Suite 12
– Oracle Fusion Financials*
– PeopleSoft Enterprise Financial Management 9.0
– PeopleSoft Enterprise Financial Management 9.1
– PeopleSoft Commitment Control*
– SAP ERP Financial (General Ledger, Profit Center, Cost Center)*
– JD Edwards General Ledger system*
• ERPi supports human resource data for:
– PeopleSoft Human Capital Management 9.0
*Items in red are new in 11.1.2.2 release
ERPi Overview
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• Target Supported Systems
– HFM
– Planning
– Planning Enabled for Public Sector Planning and Budgeting
– Essbase ASO and BSO
– FDM
• When FDM is the target, that allows ERPi to essentially
integrate with other systems (Enterprise, Data
Warehouse, multiple EPM systems)
– Examples will reflect using ERPi and FDM together, thus taking
advantage of the benefits of FDM
ERPi Overview
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• As a module of FDM, ERPi is the key application
for seamlessly integrating ERP systems with
Oracle's Hyperion EPM applications.
• ERPi fits within the Oracle EPM System
architecture and is accessed through Oracle
Hyperion EPM Workspace, which uses Oracle
Hyperion Shared Services to authenticate users.
ERPi Architecture & Data Flow
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• The key to its integration lies within its underlying
engine, which is Oracle Data Integrator (ODI).
• ERPi sits on top of ODI and orchestrates the
movement of data and metadata into Hyperion
EPM applications.
ERPi Architecture & Data Flow
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
11.1.2.1
ERPi Architecture & Data Flow
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
11.1.2.2
ERPi Architecture & Data Flow
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• ERPi can load data natively to EPM systems or it can use
FDM for the mapping and loading, thus taking advantage
of FDM’s core functionality.
– Detailed audit trail
– Ability to run consolidations, calculations after load
– Check Report to validate data after loading
– SOX Certification Process
– Segregation of Mapping, Data Load
– Nearly unlimited VBScripting available to create process
• Use ERPi to source data directly to source system and
then FDM takes over the remainder of the process
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Example of Sourcing Data from EBS
– Configure components for sourcing from EBS
– ERPi/ODI connect to EBS to import data to FDM
– Data imports to FDM location
– Data is transformed using FDM’s mapping engine
– Intersections are validated
– Data is loaded and consolidated to the Target System (HFM)
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Example
1) Source from
EBS
2) ERPi connect
to EBS w/
ODI/ERPi
3) Source data
imports to
FDM
4) FDM maps
and loads
data to
HFM
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Configure ODI
– Create the ERPi Master Repository
– Configure the Topology Manager
– Create Logical Schemas
– Create Physical Schemas
– Create the Logical/Physical Context
– Configure the ERPi Work Repository
– Create a Physical Agent
– Configure the Operator
– Import the Scenarios
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Configure ERPi
– Create Source System
– Create Source Accounting Entities
– Create Import Format
– Create Location
– Create Data Load Rule
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create Source System
• These correspond to Instances of Oracle EBS and the
connection was created in ODI
• These should only need to be changed or added if a new
instance is needed
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create Source Accounting Entities
• These correspond to Sets of Books in Oracle EBS
• These will need to be added for each Sets of Books data
you wish to import
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create Source Import Format
• These usually tie to a Source System as each Import
Format references a Source System
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create Location
• These usually tie to an Accounting Entity or sets of books
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create Data Load Rule
• These will tie at least one to one with a location, though
you could have more data load rules for loading different
types of data
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create Data Load Rule (cont.)
• This has details such as type of amount, zero balances,
adjustment periods, periodic or YTD, etc.
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Configure FDM
– Install ERPi Adapter
– Create Import Format
– Create Location
– Tag Location with parameters
– Import Data
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Import ERPi Adapter to FDM
• This is where you tell FDM the ERPi information to source
the data from EBS
• Contains options such as
– ERPi Database server
– ERPi Schema
– Generate Data File
– ERPi user to run job
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create FDM Import Format
• This is where you tell the FDM location to source data
from ERPi
• Make sure it is an Adapter File Type and choose the ERPi
Adapter that you imported in the previous step
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Create FDM Location
• There needs to be an FDM location for every EBS sets of
books, which is one to one for an ERPi location
• Each FDM location contains the mapping rules that
transform the data to load to the target system
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Tag FDM Location
• Each location needs to have at least an import format
and ERPi data load rule assigned to it
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Import Data
• FDM is now ready to import data from EBS via ERPi.
• Set your FDM POV to where you wish to import data and
select Import.
• This will run the ERPi Data Load Rule and submit data
Using ERPi and FDM Together
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• New Source System Integrations
– Oracle Fusion Financials
– JD Edwards General Ledger system
– SAP ERP Financial (General Ledger,Profit Center,Cost Center)
– PeopleSoft Commitment Control
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
• Slowly, more and more FDM functionality is
moving to ERPi, including the following in the
11.1.2.2 release
– Flat file imports
– Open Interface Adapter
– Multi-Ledger Load per Location
– Mapping imports/exports
– Multi-Dimensional mapping
– Data Load Workbench (Location By Location)
– Batch Processing and Batch Scripts (BAT and Unix)
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Flat File Imports
– Import data from Delimited and Fixed Position text
files
– Compatible with the FDM-Classic File Import Feature
• Similar Import Format
• Supports all Expression (Fill,Sign,Factor,etc)
• Supports Skip rows
• Import Scripts & Excel Not Supported*
– Load multiple periods in single period. Separate file for
each period
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Flat File Imports (cont.)
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Open Interface Adapter
– Load data from any system with Open Interface table
– Ideal feature for loading data from GL systems without
packaged adapters or Sub-Ledgers
– Up to 30 data columns can be populated in addition to
standard columns: Currency, Amount, Year, Period
– Can load the open interface using any tool including
ODI by customizing the Open Interface Adapter
– ODI License would be required to extract from custom
sources*
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Multi-Ledger Load per Location
– New Feature to create Accounting Entity Group by
grouping Multiple EBS Ledgers or PeopleSoft Business
Units
– Data Load Rules can be specified / run with
Accounting Entity Group
– Data relating to all the Ledgers / Business Units can be
loaded in one extraction.
– Time-saving in scenarios where, extraction is required
from large number of Ledgers / Business Units
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Mapping Imports/Exports
– Allows user to maintain mappings externally (Excel)
– Supports Member Mapping import from CSV file
– Target members can be optionally validated during
import
– Supports merge and replace mode
– Mapping format similar to what is used in FDM
• Like mapping source values includes *: 5*, 500
• Between mapping source values includes >: 500>599, 500
• Explicit mapping list source and target: 1000, CASH
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Multi-Dimensional Mapping
– Used to derive Target dimension value based on
combination of multiple source dimension values
– Each source mapping can be Explicit, Between, Like
– Example: Target Account A5000 needs to analyze the
following:
• Source Accounts that start with a 1 or 2
• Source Entity that is E1
• Source Department that are D01 or D02
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Multi-Dimensional Mapping (cont.)
1. Source Entity that is E1
2. Source Department that are D01 or D02
3. Source Accounts that start with a 1 or 2
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Data Load Enhancements
– Load Process with options for Import and Export
– Provision to view Source (All) / Source (Mapped) /
Target / Source and Target values
– Display options for Valid, Invalid, Ignored and All
Data
– Online and Offline Load process
– Query option for Historical Loads
– Export to Excel through a simple click
– Drill-back to source from Workbench
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Data Load Enhancements (cont.)
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Batch Processing
– Scripts to execute metadata and data rules from
command line
– Scripts are Windows BAT and Unix Shell scripts
– Scripts accept all the parameters exposed the rule
execution period
– Can use these scripts to create batch loads
– To schedule loads from any scheduler
ERPi 11.1.2.2 Enhancements
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Batch Processing (cont.)
– This is an alternative to using Web Services. Web
Services requires Java programming
– Provides mechanism to encrypt password
– Loads can be run in synchronous or asynchronous
mode
ERPi 11.1.2.2 Enhancements
52. www.finitsolutions.com
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The Finit Solutions SeriesThe Finit Solutions Series
Oracle ERP Integrator (ERPi) – How does it work with FDM and the EPM Suite?
Questions?
Email us for a
copy of the slides or
link to the recording.
Finit Contacts
insights@finitsolutions.com
-> Joe Mizerk
jmizerk@finitsolutions.com
919.349.5029
-> Scott Peters
speters@finitsolutions.com
216.272.4810
More EPM Questions?
ask@finitsolutions.com
