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HYP011: Oracle Hyperion Financial Data Quality Management
Course Description: You will learn how Oracle Hyperion FDQM greatly simplify the extraction, transformation and
loading (ETL) of data in an organization with multiple general ledgers to applications like Hyperion Enterprise, Hyperion
Financial Management (HFM) or Essbase. This course also teaches you how finance users are able to quickly map and
load and/or change settings to get new accounts, cost-centers, etc. loaded and consolidated.
Course Duration: 25 hours.
Take Away: Student Guide, Lab Guide, Practice Material and sample case study.
Class Delivery: On Line (Interactive Web Based)
Product Orientation
 Oracle's Enterprise Performance Management
 System
 Benefits and Features of FDM
 ERP Integrator
 Processing Data Overview
Navigating FDM
 Accessing FDM
 Working with the POV
 Locking Out Users for Maintenance
 Running Reports
 Viewing Graphical Timelines

Creating FDM Applications
 About FDM Applications
 Creating Applications
 Managing Applications
Integrating Applications
 Integration Overview
 Importing, Registering, and Configuring Adapters
 Adding Machine Profiles
 Configuring Application Settings
 Configuring Integration Settings
 Testing Integrations
 Setting Up Standard Reports and Templates
www.bispsolutions.com www.bisptrainings.com www.hyperionguru.com Page 2
Setting Up Control Tables and Locations
 Viewing Control Tables
 Managing Control Tables
 Viewing Locations
 Managing Locations
 Setting Location Attributes
 Searching Control Trees
Setting Up Mapping Tables
 Mapping Dimension Members
 Building Maps
 Map Types
 Processing Order
 Building Maps Externally
 Copying Maps
 Sharing Dimension Maps
 Setting Up Conditional Mapping
Building Import Formats
 About Import Formats
 Creating Import Groups
 Creating Import Formats
 Assigning Import Formats
 Adding Import Expressions
Loading Data
 About Loading Data
 Importing Source Data
 Working with Records
 Validating Dimension Mappings
 Loading Data to Target Systems
 Drilling into Data
 Drilling Through from Target Applications
Building Validation Rules
 About Validation Rules and Reports
 Creating Validation Rule Groups
 Creating Validation Rules
 Creating Validation Rules with Validation Editor
 Assigning Validation Rules to Locations
 Checking Validation Rules
Setting Up Validation Entities
 About Validation Entities
 Creating Validation Entity Groups
 Creating Validation Entities
 Assigning Validation Entity Groups to Locations
 Verifying Consolidations
www.bispsolutions.com www.bisptrainings.com www.hyperionguru.com Page 3
Processing Batch Files
 About Batch Processing
 Setting Up Batch-Load Files
 Processing Batches
 Creating Batch Scripts
 Scheduling Batch Scripts in Task Manager
Creating Logic Accounts
 About Logic Accounts
 Creating Logic Groups
 Creating Simple Logic Accounts
 Creating Complex Logic Accounts
 Assigning Logic Groups to Locations
Loading FDM Journals
 About FDM Journals
 Creating Journal Templates
 Adding Metadata Tags
 Loading Journal Templates
Loading Data with Multiload Files
 About Multiload Files
 Creating Multiload Excel Templates
 Creating Multiload Text Files
 Loading Multiload Files
 Viewing Errors
Setting Up Security
 About FDM Security
 Security Levels
 Setting Up Object Security
 Setting Up User Security
 Locking and Unlocking the Local POV Mode
 Setting Up Report Group Security
Working with Financial Controls
 About Financial Controls
 Creating Controls Groups, Sections, and Questions
 Deleting and Restoring Controls Groups, Sections,
 and Questions
 Assigning Reviewer, Submitter, and Proxy Rights
 Accessing Financial Controls
 Selecting Application Settings for Financial Controls
Working with Import Scripts
 About Scripting in FDM
 Working with Scripting Components
 Creating Import Scripts
 Assigning Import Scripts to Import Formats
 Applying Scripting Functions to Import Scripts
 Working with Temporary Variables
 Manually Executing Custom Custom Web Scripts
www.bispsolutions.com www.bisptrainings.com www.hyperionguru.com Page 4
Working with Import Integration Scripts
 About Import Integration Scripts
 Creating Import Integration Scripts
 Assigning Import Integration Scripts to Import Formats
Working with Event Scripts
 About Event Scripts
 Creating Event Scripts
 Changing Import Formats Dynamically

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Oracle hyperion fdqm

  • 1. www.bispsolutions.com www.bisptrainings.com www.hyperionguru.com Page 1 HYP011: Oracle Hyperion Financial Data Quality Management Course Description: You will learn how Oracle Hyperion FDQM greatly simplify the extraction, transformation and loading (ETL) of data in an organization with multiple general ledgers to applications like Hyperion Enterprise, Hyperion Financial Management (HFM) or Essbase. This course also teaches you how finance users are able to quickly map and load and/or change settings to get new accounts, cost-centers, etc. loaded and consolidated. Course Duration: 25 hours. Take Away: Student Guide, Lab Guide, Practice Material and sample case study. Class Delivery: On Line (Interactive Web Based) Product Orientation  Oracle's Enterprise Performance Management  System  Benefits and Features of FDM  ERP Integrator  Processing Data Overview Navigating FDM  Accessing FDM  Working with the POV  Locking Out Users for Maintenance  Running Reports  Viewing Graphical Timelines  Creating FDM Applications  About FDM Applications  Creating Applications  Managing Applications Integrating Applications  Integration Overview  Importing, Registering, and Configuring Adapters  Adding Machine Profiles  Configuring Application Settings  Configuring Integration Settings  Testing Integrations  Setting Up Standard Reports and Templates
  • 2. www.bispsolutions.com www.bisptrainings.com www.hyperionguru.com Page 2 Setting Up Control Tables and Locations  Viewing Control Tables  Managing Control Tables  Viewing Locations  Managing Locations  Setting Location Attributes  Searching Control Trees Setting Up Mapping Tables  Mapping Dimension Members  Building Maps  Map Types  Processing Order  Building Maps Externally  Copying Maps  Sharing Dimension Maps  Setting Up Conditional Mapping Building Import Formats  About Import Formats  Creating Import Groups  Creating Import Formats  Assigning Import Formats  Adding Import Expressions Loading Data  About Loading Data  Importing Source Data  Working with Records  Validating Dimension Mappings  Loading Data to Target Systems  Drilling into Data  Drilling Through from Target Applications Building Validation Rules  About Validation Rules and Reports  Creating Validation Rule Groups  Creating Validation Rules  Creating Validation Rules with Validation Editor  Assigning Validation Rules to Locations  Checking Validation Rules Setting Up Validation Entities  About Validation Entities  Creating Validation Entity Groups  Creating Validation Entities  Assigning Validation Entity Groups to Locations  Verifying Consolidations
  • 3. www.bispsolutions.com www.bisptrainings.com www.hyperionguru.com Page 3 Processing Batch Files  About Batch Processing  Setting Up Batch-Load Files  Processing Batches  Creating Batch Scripts  Scheduling Batch Scripts in Task Manager Creating Logic Accounts  About Logic Accounts  Creating Logic Groups  Creating Simple Logic Accounts  Creating Complex Logic Accounts  Assigning Logic Groups to Locations Loading FDM Journals  About FDM Journals  Creating Journal Templates  Adding Metadata Tags  Loading Journal Templates Loading Data with Multiload Files  About Multiload Files  Creating Multiload Excel Templates  Creating Multiload Text Files  Loading Multiload Files  Viewing Errors Setting Up Security  About FDM Security  Security Levels  Setting Up Object Security  Setting Up User Security  Locking and Unlocking the Local POV Mode  Setting Up Report Group Security Working with Financial Controls  About Financial Controls  Creating Controls Groups, Sections, and Questions  Deleting and Restoring Controls Groups, Sections,  and Questions  Assigning Reviewer, Submitter, and Proxy Rights  Accessing Financial Controls  Selecting Application Settings for Financial Controls Working with Import Scripts  About Scripting in FDM  Working with Scripting Components  Creating Import Scripts  Assigning Import Scripts to Import Formats  Applying Scripting Functions to Import Scripts  Working with Temporary Variables  Manually Executing Custom Custom Web Scripts
  • 4. www.bispsolutions.com www.bisptrainings.com www.hyperionguru.com Page 4 Working with Import Integration Scripts  About Import Integration Scripts  Creating Import Integration Scripts  Assigning Import Integration Scripts to Import Formats Working with Event Scripts  About Event Scripts  Creating Event Scripts  Changing Import Formats Dynamically