Finit solutions intro to fdmee 11.1.2.4 032715

www.finitsolutions.com

Getting the Most out of EPM:Introduction to FDMEE – New Features in 11.1.2.4

March 27, 2014Scott Peters ([email protected])

http://www.finitsolutions.com/

www.finitsolutions.com- 2 -

Founded in 2002

70+ employees in 20+ statesMostly CPAs, MBAs

We have extensive Hyperion product and financial reporting backgrounds

80+ HFM ClientsManaged several of the largest EPM projects in the U.S.

Including the largest roll-out of HFM in North America

Market Leader in ARM/FCM

World Leader in FDM implementations and custom solutions

50+ Planning / Essbase Clients

Finit Overview



EPM Services

Finit Answers

Technical Support

Functional / Admin Support

Access to Hyperion SMEs

Dedicated support team

and guaranteed response

times

Customer Service Focus

Flexible Time and Material

support packages

‘Pay as you Go’ option

Oracle Financial Close Suite

Hyperion Financial Management

Financial Close Manager

Account Reconciliation Manager

Hyperion Planning & Essbase

Infrastructure

Data Services

Project / Program Management

Redesign / Enhancements

Product Upgrades

Application enhancements / redesign

Performance optimization

Dedicated Support

Upgrades

Full Cycle Implementations


www.finitsolutions.com

Finit Solutions Introduction

Finit as a company:

Who we are….Why? How?



We make and deliver personalized financial reporting solutions and experiences.

By listening, questioning, and analyzing

By building relationships

…not company to company, but person to person.

We are Makers and Doers

WHY is Finit Here?



Run Finit like a Family

Invest in our employees

All owners actively involved in the business

No debt or external owners

Prioritize the customer; not profitability

Long term stability

Hire employees, not subcontractors

Compensation model based on client satisfaction

HOW do we achieve our beliefs?



Our values on which we ask you to provide consultant feedback:

Finit Values



Our values, culture, and approach to becoming a trusted advisor to customers

has led to 100% customer success for every Finit client (220+) and for every Oracle

Hyperion project (400+)

Finit Customer Success



Some Finit Customers


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Question and Answer



About the Presenter

Scott Peters

([email protected])

• Partner and Director of Integration Services

• 9+ yrs Hyperion Experience

• FDM, FDMEE, ODI, ERPi, HFM, Essbase, Enterprise

• Designed and implemented some of the most complex FDM integrations in the world (HFM, HE, Essbase/Planning and Data Warehouses)


mailto:[email protected]


FDMEE Introduction

Upgrade from FDM to FDMEE

Comparison to FDM

New Functionality of FDMEE

New Functionality of 11.1.2.4

Agenda



Introduction to FDMEE




• FDM Enterprise Edition

– Beginning with release 11.1.2.3, Oracle has combined what we know as “FDM” with what we know as “ERPi” to create “FDM, Enterprise Edition” or “FDMEE”

– The thought is that this will combine the direct sourcing and drillback to the source that ERPi provides while still providing users the core functionality (workflow, controls, audit) that they have grown to love with FDM




• Oracle’s FDMEE Integration Strategy

– Pre-built Direct Connection

– File based Integration

– Excel based Integration

– Open Interface Adapter

– Source from Target Applications

• This should provide complete coverage

Supported ERP Systems

EBS 11i and 12.x

PSFT 9.0, 9.1 (9.2 in progress)

PSFT HCM 9.0, 9.1

Fusion Financials GL 11.1.2 and 11.1.3

Fusion Budgetary Control

JDE 9.0 and 9.1 with tools 9.1

SAP 4.6c, 4.7 and ECC 6.0 3+

SAP BW 7.0+

Open Interface Adapter




• Supported Target Applications

– HFM

– Planning

– Public Sector Planning and Budgeting

– Essbase• BSO and ASO Cubes

– ARM

– HPCM

– Custom Application• Allows you to just create a Flat File that you can then

load to an external system




• Also worked to create full parity with FDM

– Prebuilt workflow with Import, Validate, Export, Check

– Mapping

– Validation Entities

– Validation Rules

– Logic Groups

– Excel Templates

– Scripts

– Reports

– Batch Processing



Upgrade to FDMEE



• Existing FDM Customers

– FDM and FDMEE are both included in the install list

– Choice to stay on FDM Classic • This is the terminal release

– Move to FDMEE

• New FDM Customers

– Can only install FDMEE

Upgrade to 11.1.2.3



• New and Existing FDM Customers

– Can Only install FDMEE, there is no more FDM

Upgrade to 11.1.2.4



• What would an upgrade to FDMEE 11.1.2.3 or 11.1.2.4 look like?

– No Migration Utility…….yet (hopefully coming this summer)

– Can upload some data from FDM tables to FDMEE with some scrubbing

– Need to convert Scripts

• Can keep Custom and Event as VBScript but will still need to be modified. Import has to be Jython

– Need to convert Custom Reports

FDMEE Upgrade Process



FDMEE Functionality



FDMEE Functionality

• Accessing FDMEE

– DIFFERENT• No longer separate product

• Integrated in the Workspace

• Integrating with Target System

– DIFFERENT• Configuration no longer done in Adapters

• Set-up directly in FDMEE

• Period and Category Mapping

– SAME• Global Mapping and Application Mapping



FDMEE Functionality

• Locations

– SAME• Choose which Target you load to

• Integration Options

– DIFFERENT• No longer have hierarchy sorted

• Import Format

– SAME• Import Type (File, Adapter, etc.)

• Choose dimensions and how data is imported

• Import Scripts



FDMEE Functionality

• Mapping

– SAME• Explicit, In, Between and Like Rules

• Manually add mapping or upload via spreadsheet

• Validate members when adding in system

• Sharing Mapping

– DIFFERENT• Multi Dimensional Mapping

• Validate members in target system when uploading



FDMEE Functionality

• Scripting

– SAME• Event, Custom and Import Scripts

– DIFFERENT• Event and Custom can be VB or Jython

• Import need to be in Jython

• No more differentiation between Custom(General) and Custom(Web)



FDMEE Functionality

• Script Execution (Task Flows)

– SAME• Can have users run Custom Scripts

• Can pass in POV information

– DIFFERENT• Can have the user enter parameters unlike FDM



FDMEE Functionality

• Batches

– SAME• OpenBatch still exists

• Same Filename convention to Open Batch folder

– DIFFERENT• Can group together Data Load Rules

• Run on demand or scheduled



What’s New in 11.1.2.4



What’s new in 11.1.2.4

• Excel Interface– Allows us to export data/tables to excel

– Allows us to import data to FDM tables from Excel

– These existed in FDM and now they exist in FDMEE




• POV Locking– We can lock the POV for a specific Location/Period/Scenario

– Can also lock All Locations for specific Period/Scenario

– Lock Icon is also displayed now




• Target Options for Data Load Rule– We can select Target Options at the Data Load Rule level now

instead of strictly at the Application level

– This is similar to FDM Classic where we would have a 2 adapters pointing to the same HFM application in case some locations say need the Intersection Validation Report and others shouldn’t




• Enhanced Data Synch from FDMEE– Finally, we have an option to use a Target Application as a

Source System!• Can select your Target app to source data from

• Can choose Data or Journals if HFM

• Match up dimensions




• Import Format Enhancements– Import Format Builder is back

– For ERP Direct Connections, we can now concatenate an unlimited number of ERP segments instead of 5

• Can fix mapping errors on the fly now– We now get the Fix option to add a rule to a kickout at the

Validate step



Questions?

Email us for a

copy of the slides or

link to the recording.

Thank you for attending!

- > Scott Peters

([email protected])

- > [email protected]

- > General Questions Greg Barrett

([email protected])

Joe Mizerk ([email protected])





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Finit solutions intro to fdmee 11.1.2.4 032715

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