Transcript Financial Services Practices Information Update

FDMEE Data Integrations for Hyperion
Financial Management
Perficient Fast Facts:
• Publicly traded NASDAQ: PRFT
• Founded in 1997
• $425 million in annual revenue
• 2,200+ employees
• 24 offices in North America
• Offshore locations in Europe,
China, and India
• Oracle Platinum Partner
• 12+ year partnership with Oracle
• 1,500+ Oracle projects completed
• Oracle practices: EPM, ERP, BI,
CX, and Fusion Middleware/SOA
• Oracle certified training partner
• 85% of revenue from recurring
clients
Oracle Partnership
Oracle Platinum Partner – Certified on the latest Oracle product
platforms and technologies, as well as implementation and
migration best practices.
- Oracle EPM (Hyperion) Practice
- Oracle ERP Practice
- Oracle Business Intelligence Practice
- Oracle CX Practice
- Oracle Middleware Practice
Oracle Authorized Education Center – Certified to deliver the
official Oracle course curriculum to customers via onsite training
classes. Perficient owns and operates one of the national Oracle
training facilities listed on the Oracle website
Oracle Specialized Partner – Certifications by Oracle include: PBCS,
HFM, Planning, and Essbase
Oracle Authorized Reseller – Certified on Oracle licensing and
authorized to resell licenses and maintenance contracts
Specialized
Planning Budgeting Cloud Service
Perficient’s Hyperion Practice
EPM/Hyperion
Practice Started 2002
Successful Projects 500+
Service Capabilities Hyperion Financial Management (HFM)
Financial Data Quality Management (FDM)
Planning (on-premise & PBCS)
Essbase
Data Relationship Management (DRM)
Data Relationship Governance (DRG)
Profitability Cost Management (HPCM)
Financial Close Management (FCM)
Account Reconciliation Manager(ARM)
Essbase Analytic Link (EAL)
Education Authorized Oracle Education Center
Support Offering SupportNet
Specialized
Planning Budgeting Cloud Service
FDMEE Overview

Integrate metadata and data from an ERP source system
into EPM target applications.

Integrate data from other sources, such as the open
interface table and files, into EPM target applications.

Drill through from the target applications to view source
data.

Write back budget data from the target applications to the
source system.
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FDMEE Data Flow
Source Data
Target Applications
Financial Management
Export
data to
target
applications.
Import
source
data.
FDM EE
Planning
Essbase
Account Reconciliation
Manager
File/Excel
Data Warehouse
Data Mart
Validate
dimension
mappings.
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FDMEE Key Benefits

Ability to drill back to source systems

Increases your confidence in the numbers
 Simplifies financial data collection and transformation
 Standardizes repeatable financial processes

Lowers the cost of compliance
 Delivers process transparency through audit trails

Achieves timeliness of data with a web-guided workflow
process
 Improves the productivity of finance staff
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Key Features of FDMEE
Audit trails
Multiple source
systems
Guided workflow
interface
Prebuilt reports
Data validations
and error checking
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Setting Up Source Systems
Source system
details
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Registering Target Applications
Select the type of
application and the
application name.
The application dimensions
are displayed on the
Dimension Details tab.
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Setup Import Format in FDMEE
Add an import format.
Specify import
format details.
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Setup Locations in FDMEE
Defined locations
Location folders under
the inbox folder.
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Setup Period Mappings in FDMEE
Global period mappings define member
mappings for multiple target applications where
the target period names are the same.
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Setup Category Mapping in FDMEE
Global Mapping tab
Application Mapping tab
Target application name
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Setup Data Mappings in FDMEE
Select the dimension name.
Type of
mapping
All data load mappings for the
selected dimension are displayed.
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Defining Data Load Rules for
File-Based Data Loads
Define the data load rule details.
Select the current location.
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Importing and Loading Data
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Workspace FDMEE Drill Back
Planning form with data
loaded from FDMEE
Drill Through page
in Workspace
Link to source data
Oracle GL from FDMEE Drill Back
Account Balances page
in EBS source system
FDMEE Open Interface Adapter Overview
 Register the open interface source system.
 Define source period mappings.
 Define the open interface adapter.
 Create the import format and location.
 Define the data load mappings and rules.
 Import source data from the open interface table.
 Export the data to an EPM target application.
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Registering the Open Interface
Specify the ODI
context code.
Select the Others
source system type.
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Defining Source Period Mappings
Source
system
Explicit
period
mappings
Calendar name
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Defining the Open Interface Adapter
Column name in
open interface table
Display name for import format
mappings and Workbench.
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Creating the Import Format and Location
Dimension display name
from adapter definition
Dimension name in
target application
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Defining the Data Load Mappings and Rules
Data load
mapping
Data load
rule
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Importing Source Data from the
Open Interface Table
Data in open interface table
Data in FDMEE
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Questions
Liz Anderson
Account Manager
[email protected]
(612) 719-1513 mobile
Steve Bogner
Sr. Technical Consultant
[email protected]
THANK YOU!
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