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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/huy

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.

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

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.

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

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

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

Architecture
1

Select the Planning Application - BWG

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

Architecture

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Architecture

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

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/huy

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/huy

Data Source: Text file

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Open FDMEE

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

Cofiguration System setting

Click here to create application folder at the path below


Where all the file, logs during integration process stored

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

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

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

Define import format of the source

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

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

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

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

Define Data Load rule from the data source to FDME

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:
ExplicitThe source value is matched exactly and replaced with the target
value.
BetweenThe range of source values is replaced with one target value.
InEnables a list of nonsequential source accounts to be mapped to one
target account.
Multi-DimensionTarget value is assigned for a combination of source
segment/chartfields.
LikeThe 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

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

Define Data Load Mapping

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

Define Data Load Mapping

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

Define Data Load Mapping

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

Define Data Load Mapping

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

Define Data Load Mapping

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

Define Data Load Mapping

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

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/huy

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/huy

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

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

Import from text file to FDMEE

This status informs that imported data validated successfully

Data already imported from text file to FDMEE

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

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/huy

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/huy

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/huy