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Business Analytics Solutions Provider Using Oracle EPM and BI Technologies FDMEE: Tips & Tricks
14

Oracle Hyperion Financial Close Suite Tips and Tricks

Jan 15, 2017

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Page 1: Oracle Hyperion Financial Close Suite Tips and Tricks

Business Analytics Solutions Provider Using Oracle EPM and BI Technologies

FDMEE: Tips & Tricks

Page 2: Oracle Hyperion Financial Close Suite Tips and Tricks

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Oracle Platinum Consulting Partner - 100% EPM/BI Focus190+ Full time EPM/BI Billable Consultants US, Canada, and the United Kingdom

Experience & SuccessFounded in 19961,700+ Oracle EPM & BI successful projects

Depth & Breadth of Service OfferingsFull EPM/BI Platform Product DeliveryVisioning & Roadmaps, Full Life Cycle Implementations, Tech Review & Assessments, Staff Augmentation

EPM/BI Solution ExpertsOracle ACEs Across EPM/BI PlatformPartner Advisory Boards, Beta Testing, Certification Exam Development

18+ Years850+ Clients

1700+ Projects

About Edgewater Ranzal

Page 3: Oracle Hyperion Financial Close Suite Tips and Tricks

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FDMEE Key Benefits

End user friendly tool

Integrated into Workspace

64 bit architecture

Leverages ODI as its data engine

Direct integration into multiple ERP systems

Drill Through

Supports LCM

Supports Shared Services

Platform agnostic

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FDMEE Key Benefits – Close Suite

Intersection Validation Report

Data Protection

Automated Consolidation/Calculation

Journal Creation & Posting

Data Load Rule specific integration options

ARM integration

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UI – Mapped Data Investigation

Similar to the Validate screen of FDM Classic

Multigrid layout allows explosion of mapped record to show source records contributing to the target intersection

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UI – Customized Data Layout

Complete control of fields/columns displayed as well as order

Useful for when exporting information from FDMEE to Excel

Not Sticky

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UI – Customized Data Layout

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UI – Query By Example

Enables records to be filtered across multiple data columns

Supports wildcarding with asterisks (*) and underscore (_)

Useful for data investigation

Exported data sets respect filtering and layout

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Multidimensional Mapping

Map data based on two or more source dimension values

Similar to varValues mappingBetter performanceNo scripting

Not available for target dimension based mapping

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Script Based Mapping

Map based on the mapped result of other dimensions

Update additional fields on the record

Similar to varValuesCan utilized Jython or SQL

SQL is preferred for performance

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Life Cycle Management

Supports SDLCUpdate existing items

Ability to migrate at object level, not individual item level

Does not migrate scripts

Consider disabling Validation during LCM import

Avoid migrating Source Adaptors & System Settings

If possible, use same name for target applications across environments

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Terminating FDMEE Jobs

Restart FDMEE ServiceRight click ODI session and choose Stop ImmediateIn Process Details, highlight the process ID and choose reset status

Page 13: Oracle Hyperion Financial Close Suite Tips and Tricks

Migration Utility

ProsConverts most metadata & mapsConverts data for drill through purposes

ConsDoes not convert scripts, reports or securityUtilizes a lift & shift approach – does not force an investigative eye

Rebuild FDMEE

ProsOpportunity to purge metadata elements not neededOpportunity to examine/enhance processes

ConsNo drill through availableMore time consuming/costlyAdditional risk

Maintain the FDM Classic database and use FDMEE reports to access historical data and process information.

FDMEE Upgrade Options

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Contact Information

Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604Tel (914) 253-6600

Email: [email protected]

ContactTony Scalese, Integration Practice Director

45 Beech Street, Suite 109London EC2Y 8ADUnited KingdomTel +44 (0) 2033 717 174

150 North Michigan Ave.Suite 2800Chicago, IL 60601Tel (312) 624-7738

200 Harvard Mill SquareSuite 210Wakefield, MA 01880Tel (781) 246-3343