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

Perficients Hyperion Practice

EPM/Hyperion
Practice Started 2002
Successful 500+
Projects
Hyperion Financial Management
Service (HFM)
Capabilities 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)
Education Account Reconciliation
Support Offering Manager(ARM)
Essbase Analytic Link (EAL)
Authorized Oracle Education Center

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.

FDMEE Data Flow

Source Data

Target Applications

Financial Management

Export
data to
target
applications.

Import
source
data.

Planning

FDM EE

Essbase

Account Reconciliation
Manager
File/Excel

Data Warehouse
Data Mart

Validate
dimension
mappings.

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

Setting Up Source Systems

Source system
details

Registering Target Applications

Select the type of

application and the
application name.

The application dimensions

are displayed on the
Dimension Details tab.

10

Setup Import Format in FDMEE

Add an import format.

Specify import
format details.

11

Setup Locations in FDMEE

Defined locations

Location folders under

the inbox folder.

12

Setup Period Mappings in FDMEE

Global period mappings define member

mappings for multiple target applications where
the target period names are the same.

13

Setup Category Mapping in FDMEE

Global Mapping tab

Application Mapping tab

Target application
name

14

Setup Data Mappings in FDMEE

Select the dimension name.

Type of
mapping

All data load mappings for the

selected dimension are displayed.

15

Defining Data Load Rules for

File-Based Data Loads

Define the data load rule details.

Select the current location.

16

Importing and Loading Data

17

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.

21

Defining Source Period Mappings

Source
system

Explicit
period
mapping
s

Calendar name

22

Defining the Open Interface Adapter

Column name in
open interface table

Display name for import format

mappings and Workbench.

23

Creating the Import Format and

Location

Dimension display name

from adapter definition

Dimension name in
target application

24

Defining the Data Load Mappings and

Rules

Data load
mapping

Data load
rule

25

Importing Source Data from the

Open Interface Table

Data in open interface table

Data in FDMEE

26

Questions

Liz Anderson
Account Manager
liz.anderson@perficient.com
(612) 719-1513 mobile
Steve Bogner
Sr. Technical Consultant
steven.bogner@perficient.com
THANK YOU!
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