FDMEE tutorials

Scenario: Load text data to Planning app

Part 1 : Concepts
Part 2 : Configure and Define
Part 3 : Execution

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

 Classic FDM + ERPi

Previously, EPM included:

Classic FDM (Hyperion Data Management) is general data
integration tool to integrate from various sources to
Essbase/EPM apps
ERPi is another data integration tool that is designed
directly for integrating data/metadata from ERP system
(eBS, PPsoft,SAP..) to EPM apps using ODI.

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 FDMEE

From 11.1.2.3, classic FDM and ERPi are replaced by FDMEE

(FDM Enterprise Edition)
Function: Include both Classic FDM and ERPi functions
Interface: use classic FDM interface
Engine: use ODI running behind the scene.

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 FDMEE

 Integrate data/metadata from various sources:

 ERP systems
 Oracle relation database
 File
 Drill through from the EPM target application to
view mapped data and open source file or 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
 Improved performance – improved data load
performance using ODI engine

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 Architecture

1
Select the Planning Application - BWG

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 Architecture

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 Architecture

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 REFERENCEs

For more detail refer to:

http://www.hugmn.org/Downloads/techday2014
/FDMEE%20HUGmn%20Techday%20-%20Final.pdf
http://docs.oracle.com/cd/E40248_01/epm.1112
/erpi_admin_11123510/frameset.htm?
launch.html (inside section “Using FDMEE”)

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

 FDMEE tutorials
Scenario: Load text data to Planning app

Part 1 : Concepts
Part 2 : Configure and Define
Part 3 : Execution

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

Data Source: Text file

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Open FDMEE

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Cofiguration System setting

Click here to create application folder at the path below

Where all the file, logs during integration process… stored

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Register Source System with the File type

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Register Target Application as BWPLN application

Here we choose this Planning app as target

This table is to map Dimensions in target Application to defined columns in FDMEE table

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Define import format of the source

After saving, the mapping table will display here as the next slide

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Define import format of the source

Specify the Source column with the relevant order in the source text file
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Define location

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Define Period mapping

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Define Period mapping

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Define Category mapping

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Define Data Load rule: change the Location

Choose the defined location, Period, Category

you want to load data

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Define Data Load rule from the data source to FDMEE table

Select the text file containing data (Slide 10)

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Define Data Load Mapping

This step is to define the mapping detail at the member level from FDMEE
table to Hyperion Planning app.

There are five types of member mappings:

•Explicit—The source value is matched exactly and replaced with the target
value.
•Between—The range of source values is replaced with one target value.
•In—Enables a list of nonsequential source accounts to be mapped to one
target account.
•Multi-Dimension—Target value is assigned for a combination of source
segment/chartfields.
•Like—The string in the source value is matched and replaced with the target
value.
As our scenario is just mapping 1 to 1 with exactly the same member name
(e.g. mapping Headcount to Headcount, NAVessel to NAVessel) we use Like
type of mapping

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Define Data Load Mapping

Select dimension to map

* to * means map every SFI member from the source to the SFI
member in target with exactly the same name

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Define Data Load Mapping

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Define Data Load Mapping

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

Define Data Load Mapping

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

Define Data Load Mapping

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

Define Data Load Mapping

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

Define Data Load Mapping

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

 REFERENCEs

For more detail refer to:

http://docs.oracle.com/cd/E40248_01/epm.1112
/erpi_admin_11123510/frameset.htm?
launch.html (inside section “Using
FDMEE”>”Administration tasks” and “Loading
Data”)

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

 FDMEE tutorials
Scenario: Load text data to Planning app

Part 1 : Concepts
Part 2 : Configure and Define
Part 3 : Execution

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

Import from text file to FDMEE

Replace: data from text file will replace all available data
imported to FDMEE previously
Append: data from text file will append after available data
imported to FDMEE previously

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Import from text file to FDMEE

This status informs that imported data validated successfully

Data already imported from text file to FDMEE

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Load data from FDMEE to BWPLN

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Load data from FDMEE to BWPLN

This status informs that data already load into Planning app successfully

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

 REFERENCEs

For more detail refer to:

http://docs.oracle.com/cd/E40248_01/epm.1112
/erpi_admin_11123510/frameset.htm?
launch.html (Inside the section “Loading Data>
Using the Data Load Workbench”)

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/

 THANK YOU!

For more information please reach me at:

huyvtq@gmail.com

http://huyvtq.wordpress.com/

http://vn.linkedin.com/in/huyvtq/

Huy Van - Hyperion Planning/EPM Consultant - http://vn.linkedin.com/in/huyvtq/