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.
FDM to ERPi– Upgrade & Migration StrategiesAlithya
Edgewater Ranzal Integration Practice Director and Oracle ACE Tony Scalese presented at KScope 2013 on strategies for moving from Oracle Hyperion Financial Data Quality Management (FDM) to FDM Enterprise Edition (FDMEE), which combines FDM with ERP Integrator (ERPi).
FDM, ERPi, EPMA, DRM, EAL - Understanding the Alphabet Soup of IntegrationAlithya
The EPM system continues to expand and more implementations are utilizing multiple products. A myriad tools and techniques exist to manage data and metadata integration within the EPM suite. This session will explore the different options available and how they can be used independently as well as in concert with one another. The strengths and limitations of each toolset will be explored. Client examples will be used to highlight real world implementations, leading/best practices as well as lessons learned.
Edgewater Ranzal presented at ODTUG Kaleidoscope 2015 (KSCOPE15) on the importance of assessing Oracle Hyperion Financial Data Quality Management (FDM) mappings in your Oracle Enterprise Performance Management (EPM) system.
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
FDM to ERPi– Upgrade & Migration StrategiesAlithya
Edgewater Ranzal Integration Practice Director and Oracle ACE Tony Scalese presented at KScope 2013 on strategies for moving from Oracle Hyperion Financial Data Quality Management (FDM) to FDM Enterprise Edition (FDMEE), which combines FDM with ERP Integrator (ERPi).
FDM, ERPi, EPMA, DRM, EAL - Understanding the Alphabet Soup of IntegrationAlithya
The EPM system continues to expand and more implementations are utilizing multiple products. A myriad tools and techniques exist to manage data and metadata integration within the EPM suite. This session will explore the different options available and how they can be used independently as well as in concert with one another. The strengths and limitations of each toolset will be explored. Client examples will be used to highlight real world implementations, leading/best practices as well as lessons learned.
Edgewater Ranzal presented at ODTUG Kaleidoscope 2015 (KSCOPE15) on the importance of assessing Oracle Hyperion Financial Data Quality Management (FDM) mappings in your Oracle Enterprise Performance Management (EPM) system.
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
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Jython Scripting in FDMEE - It's Not That Scary" at KScope14.
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
View(active tab)
Edit
Oracle recently released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.4 (reminder: FDM Classic will no longer exist in version 11.1.2.4). The utility will convert much of your FDM Classic App, but not everything! In this webinar, you will learn:
What will convert to FDMEE
What will not convert and will need rebuilding
Nuances in FDMEE that could affect an implementation (for you and your end-users)
What the heck Jython is!
Oracle released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.3. Moving from FDM to FDMEE can be a nightmare, but with the right guidance, it can be a lot less stressful. This webinar will cover the following in regards to the FDM to FDMEE migration:
• Prerequisites for converting
• System requirements for converting
• Artifacts that can and cannot be migrated using a migration utility
• What opportunities the FDMEE migration presents to your business
• Nuances in FDMEE that could affect an implementation (for you and your end-users)
• How to build and stick to a conversion plan without running into problems
• Benefits of migrating to FDMEE
• Migration of the application
HPCM Management Ledger & FDMEE: The Perfect Partnership?Ray Février
In this session, we will introduce the new HPCM Module, Management ledger, and present an application that explores the basic building blocks and reporting output of an HPCM Management Ledger and how it can be integrated to source General Ledger applications using FDMEE to create a smooth, efficient and effective reporting environment.
EPM, ERP, Cloud and On-Premise – All options explained - OOW CON9532Ray Février
Oracle Enterprise Performance Management provides multiple and extensive integration options with both Oracle and non-Oracle enterprise resource planning systems, both on premises and in the cloud. This session explains all the options and their respective benefits, plus it discusses the future roadmap for integration functionality.
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Getting the Most Out of FDMEE in a Multiproduct Environment" at KScope14.
Exalytics, DR, EPM Multi-Instance Over Bare Metal, and Tying it All TogetherAlithya
Edgewater Ranzal presented at ODTUG Kaleidoscope (KSCOPE) 2015 about implementing a fully-functional DR system leveraging Oracle Enterprise Performance Management (EPM) and Oracle Business Intelligence (BI).
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 - What is New in Hyperion Financial Management 11.1.2.2finitsolutions
The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show:
New features:
o Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now!
o Opening multiple HFM applications in one session
o “Favorite” members now defined to ease user POV selection
o Combination of Data Extract and Extended Analytics
Enhancements:
o Faster data retrieval engine in data grids and reports
o Improved web navigation
o Grid designer drag-and-drop features
o IE9/Office 2010 support on a 64-bit platform
New user interface:
o Compared to System 9 and Version 11.1.1.X, this user interface is significantly different
o Single point of administration
o “Legends” to explain purpose of different-colored items
o Removal of unnecessary dimensions from Forms and Grids – User POV concept
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Jython Scripting in FDMEE - It's Not That Scary" at KScope14.
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
View(active tab)
Edit
Oracle recently released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.4 (reminder: FDM Classic will no longer exist in version 11.1.2.4). The utility will convert much of your FDM Classic App, but not everything! In this webinar, you will learn:
What will convert to FDMEE
What will not convert and will need rebuilding
Nuances in FDMEE that could affect an implementation (for you and your end-users)
What the heck Jython is!
Oracle released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.3. Moving from FDM to FDMEE can be a nightmare, but with the right guidance, it can be a lot less stressful. This webinar will cover the following in regards to the FDM to FDMEE migration:
• Prerequisites for converting
• System requirements for converting
• Artifacts that can and cannot be migrated using a migration utility
• What opportunities the FDMEE migration presents to your business
• Nuances in FDMEE that could affect an implementation (for you and your end-users)
• How to build and stick to a conversion plan without running into problems
• Benefits of migrating to FDMEE
• Migration of the application
HPCM Management Ledger & FDMEE: The Perfect Partnership?Ray Février
In this session, we will introduce the new HPCM Module, Management ledger, and present an application that explores the basic building blocks and reporting output of an HPCM Management Ledger and how it can be integrated to source General Ledger applications using FDMEE to create a smooth, efficient and effective reporting environment.
EPM, ERP, Cloud and On-Premise – All options explained - OOW CON9532Ray Février
Oracle Enterprise Performance Management provides multiple and extensive integration options with both Oracle and non-Oracle enterprise resource planning systems, both on premises and in the cloud. This session explains all the options and their respective benefits, plus it discusses the future roadmap for integration functionality.
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Getting the Most Out of FDMEE in a Multiproduct Environment" at KScope14.
Exalytics, DR, EPM Multi-Instance Over Bare Metal, and Tying it All TogetherAlithya
Edgewater Ranzal presented at ODTUG Kaleidoscope (KSCOPE) 2015 about implementing a fully-functional DR system leveraging Oracle Enterprise Performance Management (EPM) and Oracle Business Intelligence (BI).
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 - What is New in Hyperion Financial Management 11.1.2.2finitsolutions
The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show:
New features:
o Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now!
o Opening multiple HFM applications in one session
o “Favorite” members now defined to ease user POV selection
o Combination of Data Extract and Extended Analytics
Enhancements:
o Faster data retrieval engine in data grids and reports
o Improved web navigation
o Grid designer drag-and-drop features
o IE9/Office 2010 support on a 64-bit platform
New user interface:
o Compared to System 9 and Version 11.1.1.X, this user interface is significantly different
o Single point of administration
o “Legends” to explain purpose of different-colored items
o Removal of unnecessary dimensions from Forms and Grids – User POV concept
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
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
Finit solutions getting the most out of hyperion planning - intro to the pl...finitsolutions
Oracle Hyperion Planning is widely and successfully used by many companies for forecasting and budgeting. When planning for the future, companies must plan not only dollars but also people. To further augment an organization’s capacity collaborative planning of capital expenses is needed. Additional modules are available to help organizations with these plans.
On October 13th, you will learn about the Workforce Planning and Capital Asset Planning modules. To what level of detail is the forecast and budget at your company developed? Should you consider using one or both of these modules? We’ll discuss these modules and various methods of implementation.
FDM is a great solution to help you standardize your processes and ensure the quality of your data. Users of FDM may or may not realize that there are a number of FDM application settings that allow you to control how FDM interacts with your target data systems. In this webinar, you will learn how to change those settings and get more out of FDM.
In this webinar, we will:
Review the basic application and configuration settings in FDM.
Show you how to change the user settings and web settings in FDM to modify FDM's appearance for the end user.
Demonstrate how to change the wording on various FDM menus.
Review the application settings that are specific to different Oracle Hyperion products, including Hyperion Enterprise and HFM.
Show the latest application settings that are available in FDM 11.1.1.2.
Getting the Most out of EPM: Insight and Considerations related to upgrading ...finitsolutions
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
Finit solutions webinar er pi - how does it work with fdm and the epm suite-m...finitsolutions
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
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.
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
Collaborate 2018: Hyperion and PeopleSoft - Hands Off AutomationDatavail
In this presentation, we discuss automation tips and techniques that we implemented at Canadian Tire within our Hyperion and PeopleSoft systems. How we moved from manual loads into PeopleSoft to automated loads using DRM and Batch Scripting methods.
There have been a lot of changes recently in the Oracle EPM world – strategic product direction, new products, new versions, and releases. Finit has continued to grow by advising and helping clients to be prepared. With this Q&A webinar, we’ll spend the hour with our experts responding to questions you submit on any EPM topic you would like to ask:
Your questions are about:
Release 11.1.2.2 Features and Functionality
Planning
Essbase
HFM
Hyperion Enterprise – Oracle made a major announcement in January, how is this affecting your company?
Financial Close Management (FCM) / Account Reconciliation Module (ARM) – how valuable is this for you?
Oracle Integration products: FDM / ERPi / ODI
Smartview, Financial Reporting, EPMA
Oracle / Hyperion Infrastructure – with increasing complexity this has become a hot button for many clients.
Process and Reporting leading practices
Finit Answers – Finit’s Oracle / Hyperion SME support offering. What is it? How can it help you?
Questions like:
What is the value of … feature, module, etc?
Is it possible to …?
What is the best way to set up …?
Our finance management wants to have the system do …. What are our options?
Finit solutions getting the most out of planning - understanding the basicsfinitsolutions
Large complex spreadsheets, tight deadlines, high stress, multiple revisions, and then when you’re finally done it’s out of date – sound familiar? You can do better.
When it comes to powerful alternatives for planning, budgeting, and forecasting, Oracle Hyperion Planning leads the market. Hyperion Planning integrates financial and operational planning models, thereby aligning financial targets with operations-specific budgeting processes.
Hyperion Planning is a critical component of Oracle's prepackaged suite of Enterprise Performance Management (EPM) applications for financial reporting, consolidations, and budgeting / planning. In fact, many companies are now using Planning in conjunction with tools such as Hyperion Financial Management (HFM) and Hyperion Strategic Finance (HSF) to provide optimal planning, consolidation, and modeling capabilities. Join us on February 17 to learn the basics of Planning as we review the features and benefits of this solution, discuss implementation strategies, and show a brief demo of the software. This webinar will include discussions of:
What Hyperion Planning does and how it is used
How Planning can provide better control over and insight into the budget and forecast process
How Planning differs from other EPM tools such as HFM and HSF
How Planning and HFM are used jointly for optimal budgeting, forecasting, reporting and analysis
By fully understanding the capabilities of Planning and how it can fit into your company’s overall Finance IT vision, you will be able to develop a strategy for providing faster, more relevant information to management and ultimately get the most out of your finance technology investment.
Similar to Getting the Most Out of FDM - Integrating with Essbase and Planning (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
View(active tab)
Edit
Continuing in our webinar series Finit is proud to present and demo some of the top solutions in Onestream. Join us Friday Aug 19th to learn about our custom developed 3-Dimensional View (aka Audit View) of Cash View
Hear OneStream implementation lead Christine Ong-Estrada review the metadata structure necessary for the 3D View
Advantages of using this method of Cash Flow Reporting and
The use of Dashboards utilized around Cash Flow to guide users through the generation of the Cash Flow Report
In Part II of the presentation, we will detail and demo Application Dashboards that allow you to generate Automated and Dynamic FX Analysis
We will discuss the different reports available
Running a Calculation to save parameters and
Running a Consolidation to calculate the FX Analysis
Lastly, we will focus directly on Dashboards inside of OneStream:
The Actors Workspace - which allows you to set up different sets of Dashboards based on Role (i.e. Accountant, Controller, CFO, etc.)
Guided Reporting
Visual aids - charts, pies, and bars
And much much more...
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
Finit - What's Trending: Topics on the Cloud and Infrastructurefinitsolutions
As you are likely aware, we are in a period of tremendous IT-related change in the EPM / CPM solution space. With the acceptance of virtualization to the rise of cloud computing, more options and decisions currently exist that impact how the CFO organization deploys and uses their EPM / CPM solutions. Finit will be conducting an IT-focused webinar geared to business users that will explain the options and decisions that exist for the CFO organization. In this webinar, we will discuss the key IT trends business users should be aware of and how Finit's two software partners, OneStream and Oracle Hyperion, are addressing these trends.
During this webinar, we will review the following:
Cloud computing and key topics
The different types of cloud computing service models
The different types of deployments
How the EPM / CPM software vendors are addressing solutions for the cloud
Overall infrastructure and platform key topics
Virtualization
Key drivers of performance
Backup and recovery approaches
Testing Strategies
Testing approaches during and after implementations
Deployment use case examples
Since its introduction in version 11.1.1.x Oracle Hyperion Profitability Cost Management (HPCM) has allowed companies to gain a deeper level insight into their business performance than ever before. Join us to hear how clients currently tackle profitability questions and how HPCM will help clients provide actionable insights into cost and profitability. We will discuss standard HPCM model functionality, discuss how HPCM drives organizational performance by discovering drivers of cost and profitability, and discuss how you can empower your users with visibility and flexibility to improve resource alignment.
During this webinar we will review the following:
What Profitability means
How clients today answer profitability questions
HPCM models (three models)
Use Cases - How Companies are using HPCM
How HPCM fits into the EPM product suite
Look into HPCM standard model build details
Quick Demo of HPCM model
Features that are available inside the HPCM model
More and more clients are continuing to expand their OneStream investment by radically changing the way they collect information. Given the many ways it's possible to store comments, supporting detail, attachments, etc. OneStream continues to allow users to centralize and streamline their entire close process.
As a continuation of the previous "What's Possible" webinar, we explore the possibilities for collecting "non-numeric" financial data. Find out how companies are using OneStream to efficiently collect and report on:
Supporting Detail - I see a number in OneStream, but what's the detail behind it?
Adjustment Commentary - I want to know who's making an adjustment, when they made it and why?
Supporting Documentation - Where can we store attachments and supporting files that are required for compliance?
User Sign Offs and Questionnaires - Where can we ask questions and collect responses that are required for compliance?
Variance Commentary - why is a number up or down over time or compared to budget?
Bridge Analysis - what's driving the change versus a prior period or versus budget?
Other Miscellaneous Non-Numeric Data Collection Options
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
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.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
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
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.
"Impact of front-end architecture on development cost", Viktor TurskyiFwdays
I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.
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.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
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
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.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...
Getting the Most Out of FDM - Integrating with Essbase and Planning
1. Getting the Most out of FDM:
Integrating with Essbase and Planning
November 16, 2012
Scott Peters
speters@finitsolutions.com
www.finitsolutions.com
2. Getting the Most out of FDM: Integrating with Essbase and Planning
Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation Planning and Business Intelligence
Financial Management (HFM) Planning
Hyperion Enterprise Core Planning
Financial Close Management (FCM) Modules (Workforce, CapEx,
Disclosure Management Project Financial Planning)
Account Reconciliation Module (ARM) Essbase (ASO / BSO)
Integration Reporting Tools
Financial Data Quality Management (FDM) Financial Reporting
Oracle Data Integrator (ODI) Smart View / Essbase Excel Add-In
Enterprise Performance Management OBIEE
Architect (EPMA) Financial Management Analytics
Data Relationship Management (DRM) (OFMA)
Other (ERPi, EIS, etc.) Web Analysis
www.finitsolutions.com
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3. Getting the Most out of FDM: Integrating with Essbase and Planning
Finit Services
Finit’s consulting services cover a broad range of implementation
and post implementation options.
Finit Solutions: Implementation Services
– Full cycle implementations – Infrastructure Services
– Discovery and Requirements – Data Services (historical data, GL data
– Global Design integration)
– Detailed Design and Build – Project / Program Management
– Testing and Training – Product Upgrades
– Deploy – Redesign / Enhancements
www.finitsolutions.com
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4. Getting the Most out of FDM: Integrating with Essbase and Planning
Finit Answers
Finit Solutions Official Support Offering:
Answers & Support with Efficient, Responsive Service
Finit Answers provides the proper support offering for your Business
Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a
company since our inception (July 2002) - staffed by our Hyperion Subject Matter Experts.
Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees
can be applied to a future project to replace Hyperion Enterprise with Finit Solutions.
Allow Finit Answers to be your personal Hyperion Insurance Policy
Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels
of support that we can customize to meet your needs:
1. Time And Materials Support: You only pay for the time you use (no monthly fees)
2. Dedicated Critical Support: Technical Application Support with a guaranteed 2-hour response time
3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations,
custom reports, etc.
4. Managed Services: Application Administrator Assistance (Primary or Secondary)
http://www.finitsolutions.com/Support_Finit_Answers.html
CONTACT Greg Barrett (gbarrett@finitsolutions.com) for more information
www.finitsolutions.com
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5. Getting the Most out of FDM: Integrating with Essbase and Planning
Finit’s Focus
We strongly believe that Service + Solutions = Maximum Value
Service
Our 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, no subcontractors.
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.
www.finitsolutions.com
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6. Getting the Most out of FDM: Integrating with Essbase and Planning
Finit’s Values
www.finitsolutions.com
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7. Getting the Most out of FDM: Integrating with Essbase and Planning
Finit’s Client Service
Our client service approach has led to 100%
customer satisfaction for every Finit client (170
and counting) for every Oracle Hyperion project
(over 300 and counting).
www.finitsolutions.com
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8. Getting the Most out of FDM: Integrating with Essbase and Planning
Some Finit Clients
•
www.finitsolutions.com
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9. Getting the Most out of FDM: Integrating with Essbase and Planning
About the Presenter
Scott Peters
(speters@finitsolutions.com)
• Partner, Director of Data Integration Practice
• 7+ years of experience implementing Hyperion products at
approximately 50 clients
• Has designed and implemented multiple FDM integrations with
HFM, Enterprise, Essbase, Planning and Data Warehouses
www.finitsolutions.com
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10. Getting the Most out of FDM: Integrating with Essbase and Planning
Agenda
Integrations with Essbase and Planning
– FDM Overview
– Design Considerations
– Integration Basics and Best Practices
FDM and Calc Scripts
– Best practices to Clear and Calculate Data
Case Study
– Using FDM to manage Planning data loads
– Using FDM to Load Cost Center Essbase Cube
Q&A
www.finitsolutions.com
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11. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM Overview
• Oracle Hyperion Financial Data Quality Management
– Web-based ETL tool developed by Upstream, acquired by
Hyperion in 2006, then Oracle in 2007
– Created to provide the business community with a user-friendly
interface for loading data to Oracle Enterprise Performance
Management (EPM) target applications
– Promotes a centralized, repeatable process for populating
target systems across an organization
– Can support a virtually unlimited number of concurrent users
www.finitsolutions.com
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12. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM Overview
• FDM has a suite of Integration Adapters used to
communicate with other products.
– Each adapter contains the API to allow FDM to communicate
with each product.
– Adapters allow FDM to directly load data to another product or
stage a data file to be picked up as well as perform calculations,
consolidations, pull back values, etc.
• HFM
• Enterprise
• Essbase (for Essbase and Planning)
• Strategic Finance
• Data Extract (Tax)
• DataMart
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13. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM Overview
• Adapter components include:
– Dimensions that are associated with target system dimensions
during set up
– Scripts based on VBScript
• Custom – used for development of advanced solutions (e.g. batch
processing)
• Event – automatically launched based on system activities
• Import – used to modify incoming data
– Actions that contain all of the coding that FDM uses during its
processing steps
– Options that dictate how FDM communicates with the target
system
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14. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM Overview
• A single FDM application can integrate with multiple
Essbase/Planning apps or multiple products such as an
Essbase/Planning app and an HFM app.
• You can apply different adapters to different locations.
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15. Getting the Most out of FDM: Integrating with Essbase and Planning
Design: Business and IT Factors
• User Community – Is it a centralized or decentralized
reporting process?
– Designing a process for end users will likely differ from a
process owned by a group of administrators.
• Business workflow requirements
– How is data currently reported?
– Are end users accountable for mapping all source data?
– How important is it to have visibility into the mappings?
– How important is it to have an audit trail?
– Is there an existing FDM application integrated with other
products?
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16. Getting the Most out of FDM: Integrating with Essbase and Planning
Design: Business and IT Factors
• Frequency of Data Loads
– It is common that data loads to Planning contain all entities at
once. Loads can be scheduled.
• Cube Design
– How many cubes are there and how does data need to flow
between them?
– How are calculated accounts handled?
• Server Environment
– The Essbase Runtime client must be installed on the FDM
Server.
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17. Getting the Most out of FDM: Integrating with Essbase and Planning
Integration Basics
• Required Settings
– Application Name
– Database Name
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18. Getting the Most out of FDM: Integrating with Essbase and Planning
Loading Data to Essbase
• Using an Essbase Load Rule to Load Data.
– There is an option in the Essbase adapter to call a load rule that
sits on the Essbase server.
– Load Rules offer benefits such as data manipulation, setting of
dimension values, and data accumulation.
– For files with multiple errors, using a load rule will display errors
all at once instead of one at a time.
• Can also just use API in the adapter to load file
– This does not need any additional set-up
– However, you don’t get the benefits above of using a Load Rule
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19. Getting the Most out of FDM: Integrating with Essbase and Planning
Loading Data to Essbase
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20. Getting the Most out of FDM: Integrating with Essbase and Planning
Calculating Data In Essbase
• FDM has two options for calculating data
– The File option is used to call an Essbase calc script.
• FDM will initiate running the calc script as is.
• This option does not allow FDM to dynamically update the script.
– The Dynamic option allows FDM to process a calc script that is
coded in FDM.
• The calc script can be written in
FDM using variables that can be
dynamically updated.
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21. Getting the Most out of FDM: Integrating with Essbase and Planning
Adapter Modifications
• Dimensions
– Each FDM dimension has to be assigned to a particular
Essbase/Planning dimension
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22. Getting the Most out of FDM: Integrating with Essbase and Planning
Adapter Modifications - Actions
• Export Action
– Allows a change in the order of the dimension layout in the .dat
file that FDM creates for the target system.
– Helpful in cases where the order is dictated by a Load Rule.*
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23. Getting the Most out of FDM: Integrating with Essbase and Planning
Adapter Modifications - Actions
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24. Getting the Most out of FDM: Integrating with Essbase and Planning
Adapter Modifications - Actions
• Consolidate Action
– Can control what should be aggregated or calculated.
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25. Getting the Most out of FDM: Integrating with Essbase and Planning
Best Practices
• Enable Entity Base Calc Setting
– Essbase/Planning loads a lot of times contain all or multiple
entities in one data file.
– You can calculate each base entity, bypassing FDM’s Validation
Entity setup.
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26. Getting the Most out of FDM: Integrating with Essbase and Planning
Best Practices
• Versions
– For Planning integrations, the “Versions” dimension needs to be
accounted for.
– Setting this up as one of the mapped dimensions could cause
issues with loading and calculating.
– It has become common practice to include the version as a part
of the scenario name in the POV since this is usually selectable.
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27. Getting the Most out of FDM: Integrating with Essbase and Planning
Best Practices
• Versions
– Among other items, a typical POV in FDM includes the FDM
category and corresponding target system scenario.
– To accommodate Versions in Planning, we can update each
Essbase scenario with a version name.
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28. Getting the Most out of FDM: Integrating with Essbase and Planning
Best Practices
• Creating an Entity string
– By default, FDM will loop through each individual entity that
was loaded and run through the calc script.
– Generating an entity list outside of the loop is best so that the
calculation is performed once on the full set of entities.
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29. Getting the Most out of FDM: Integrating with Essbase and Planning
Best Practices
• Building an Essbase Intersection Check Report
– Unlike other Hyperion target systems, Essbase does not have an
inherent intersection check that takes place during FDM’s
validation process.
– Finit has created a script that will essentially query the Essbase
outline and check for invalid intersections of data.
– A list of invalid members for each dimensions can be returned
to the user during the validation (mapping) process.
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30. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Essbase Calc Scripts
• There are 2 main points of the process where FDM can
call an Essbase calc script
• Load
– This will clear data before it loads to Essbase
• Consolidate
– This will calculate or aggregate the data after it loads to Essbase
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31. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - LOAD
• The loading of data to Essbase is inherently a merge of
data, replacing only intersections that are in the load file.
• There are 2 options to handle the clearing of data to
avoid data getting “stuck” in the system before loading to
Essbase
– Writing Calc Script in the LOAD action of FDM that fixes on
certain intersections
– Using Finit “SmartMerge” solution for Essbase
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32. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - LOAD
• Writing Calc Script in the LOAD Action of FDM
– Can Fix on certain intersections that should clear and then write
a Clear Calc Script
– Can have multiple Calc Scripts using If Then Logic
• i.e. If FDM Loc is Balance Sheet, Fix on Descendants of Balance Sheet
– Calc Scripts will also use FDM Parameters passed from the POC
• i.e. Period, Year, Version, Entity, etc.
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33. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - LOAD
• Using Finit “SmartMerge” solution for Essbase
– Custom merge load solution eliminates the need for multiple
calc scripts to handle data protection.
– At Export, FDM creates a .dat file that is compatible with
Essbase.
• There is no “Accumulate in File” option with FDM to Essbase
integrations. Unless a Load Rule is used, only the last of like
intersections will load.
– The script will archive the previously loaded data file and
compare it with the current load.
– Intersections from the previously loaded file with be added at
the beginning of the new load file with #MI to clear out
intersections that are not in the new load file
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34. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - LOAD
• Previous .dat file
• Current load records
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35. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - LOAD
• New .dat file
• Data loaded by methods other than FDM will not be
touched when the new file loads.
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36. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - LOAD
Verdict and Best Practice
• For Clearing data, the SmartMerge is what I implement
now and has the least amount of maintenance with the
best results
• It saves time in creating Clear Calc Scripts and in a few
implementations, there were many nuances in the calc
scripts and it was becoming very difficult to code all of
those calc scripts in FDM
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37. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - CALCULATE
• There are a few options to handle the calculation or
aggregation of data once it loads to Essbase
– Writing Calc Script in the CONSOLIDATE action of FDM that fixes
on certain intersections and runs a calc script.
– Have FDM create/edit and place a batch script on the Essbase
server that runs calc scripts or have FDM run that batch file
itself.
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38. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - CALCULATE
• Writing Calc Script in the CONSOLIDATE action
– Just like the Clear Calc Script, we can Fix on certain intersections
for the Aggregate Calc Script
– Can have multiple Calc Scripts using If Then Logic
• i.e. If FDM Loc is Balance Sheet, Fix on Descendants of Balance Sheet
– Calc Scripts will also use FDM Parameters passed from the POC
• i.e. Period, Year, Version, Entity, etc.
• With this option, all calc scripts need to be written in the
FDM Actions
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39. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - CALCULATE
• Have FDM create/edit and place a batch script on the
Essbase server that runs calc scripts or have FDM run
that batch file itself.
– Can utilize parameters in the FDM POV without having to
replicate entire calc scripts in FDM
– Can have the batch file get updated by FDM and moved to a
folder that is looking for the batch file and then it runs
– Can also have FDM update the batch file and then execute it.
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40. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - CALCULATE
• Update Text file with FDM parameters
• Save file as Batch file and move to folder that has a
scheduled task running looking to run the batch file
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41. Getting the Most out of FDM: Integrating with Essbase and Planning
FDM & Calc Scripts - CALCULATE
Verdict and Best Practice
• A simple aggregation calc script can be replicated in FDM
as it probably won’t change much.
• Also, if there is only 1 location loading data so there isn’t
a need for many calc scripts in FDM, the FDM Action can
be used as well.
• However, if a complicated calc script needs to run and
you don’t wish to maintain it in FDM as well, the batch
file solution has worked quite well and is easier to
maintain going forward.
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42. Getting the Most out of FDM: Integrating with Essbase and Planning
Planning Case Study-Environment
• HFM is the primary consolidation and reporting tool.
• Actual data is handled in HFM.
• The Budget and Forecast data is managed in Planning.
• All data needs to be included in both applications.
– Planning requires data at a lower level of detail than HFM does.
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43. Getting the Most out of FDM: Integrating with Essbase and Planning
Planning Case Study-Requirements
• Loading data to Planning
– Create a solution that can leverage the data imported into FDM
for the existing HFM load process
• Accommodate capturing lower level of detail for Planning
– Design a process that does not give end users additional work
– Develop a process that can be managed by Corporate
• Loading data from Planning to HFM
– Create a process to continually capture the most current budget
and forecast data for HFM
– Develop a process that can be managed by Corporate
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44. Getting the Most out of FDM: Integrating with Essbase and Planning
Planning Case Study-Requirements
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45. Getting the Most out of FDM: Integrating with Essbase and Planning
Planning Case Study-Planning Workflow
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46. Getting the Most out of FDM: Integrating with Essbase and Planning
Loading HFM and Planning from 1 File
• Additional dimensions are activated in the HFM adapter
to capture the data required by Planning.
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47. Getting the Most out of FDM: Integrating with Essbase and Planning
Loading HFM and Planning from 1 File
• Existing HFM import formats are updated so that these
new dimensions for the Planning load are populated
upon importing the data file.
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48. Getting the Most out of FDM: Integrating with Essbase and Planning
Loading HFM and Planning from 1 File
• When the data files are loaded to the HFM locations, the
attribute dimensions capture the lower level of detail
required by Planning.
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49. Getting the Most out of FDM: Integrating with Essbase and Planning
Planning Case Study – Planning to HFM
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50. Getting the Most out of FDM: Integrating with Essbase and Planning
Essbase Case Study-Environment
• HFM is the primary consolidation and reporting tool.
• Actual data is handled in HFM.
• A Cost Center cube was created in Essbase to collect cost
center detail not contained in HFM
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51. Getting the Most out of FDM: Integrating with Essbase and Planning
Essbase Case Study-Requirements
• Loading data to Essbase
– Create a solution that can leverage the data imported into FDM
for the existing HFM load process
• Accommodate capturing cost center detail for Essbase
– Design a process that does not give end users additional work
– Develop a process that can be managed by admins
– Process must initiate calc scripts after the load
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52. Getting the Most out of FDM: Integrating with Essbase and Planning
Essbase Case Study-Cost Center Workflow
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53. Getting the Most out of FDM: Integrating with Essbase and Planning
Loading HFM and Essbase from 1 Source
• Tag the FDM to HFM location with the Essbase location
• Create an Import Integration script for the FDM to
Essbase location to source from the FDM to HFM
locations
Essbase Dim Source or Target
Account Target (HFM mapped)
Entity Source (EBS)
C1 Source (EBS)
C2 Source (EBS)
Activity Source (EBS)
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54. Getting the Most out of FDM: Integrating with Essbase and Planning
Loading HFM and Essbase from 1 Source
• Click on Import for the Cost Center location and it will
loop through all FDM to HFM locations that are tagged
and import the data
• The data can then be mapped to the greater detail in the
Cost Center cube and load to Essbase
• The Calc Script uses the batch file method to run the calc
scripts that are needed for the particular Cost Center
cube.
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55. Getting the Most out of FDM: Integrating with Essbase and Planning
Thank you for attending!
- > Scott Peters
Questions? speters@finitsolutions.com
- > Insights@finitsolutions.com
Email us for a
- > General Questions
copy of the slides or Greg Barrett
(gbarrett@finitsolutions.com)
link to the recording. Joe Mizerk
(jmizerk@finitsolutions.com)
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