FDMEE Tutorial - Part 1

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

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.

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.

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

Select the Planning Application - BWG
1
Architecture

Architecture

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_11123
510/frameset.htm?launch.html (inside section “Using FDMEE”)

Data Source: Text file

Open FDMEE

Cofiguration System setting
Where all the file, logs during integration process… stored
Click here to create application folder at the path below

Register Source System with the File type

Register Target Application as BWPLN application
This table is to map Dimensions in target Application to defined columns in FDMEE table
Here we choose this Planning app as target

Define import format of the source
After saving, the mapping table will display here as the next slide

Define import format of the source
Specify the Source column with the relevant order in the source text file

Define location

Define Period mapping

Define Category mapping

Define Data Load rule: change the Location
Choose the defined location, Period, Category
you want to load data

Define Data Load rule from the data source to FDMEE table
Select the text file containing data (Slide 10)

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

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

REFERENCEs
510/frameset.htm?launch.html (inside section “Using
FDMEE”>”Administration tasks” and “Loading Data”)

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

Import from text file to FDMEE
Data already imported from text file to FDMEE
This status informs that imported data validated successfully

Load data from FDMEE to BWPLN

Load data from FDMEE to BWPLN
This status informs that data already load into Planning app successfully

REFERENCEs
510/frameset.htm?launch.html (Inside the section “Loading Data>
Using the Data Load Workbench”)

FDMEE Tutorial - Part 1

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FDMEE Tutorial - Part 1