fdmee tutorial - part 1
DESCRIPTION
TRANSCRIPT
![Page 1: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/1.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
FDMEE tutorialsScenario: Load text data to Planning app
Part 1 : ConceptsPart 2 : Configure and Define Part 3 : Execution
![Page 2: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/2.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
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.
![Page 3: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/3.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
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.
![Page 4: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/4.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
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
![Page 5: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/5.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Select the Planning Application - BWG1
Architecture
![Page 6: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/6.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Architecture
![Page 7: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/7.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Architecture
![Page 8: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/8.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
REFERENCEs
For more detail refer to:http://www.hugmn.org/Downloads/techday2014/FDMEE%20HUGmn%20Techday%20-%20Final.pdfhttp://docs.oracle.com/cd/E40248_01/epm.1112/erpi_admin_11123510/frameset.htm?launch.html (inside section “Using FDMEE”)
![Page 9: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/9.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
FDMEE tutorialsScenario: Load text data to Planning app
Part 1 : ConceptsPart 2 : Configure and Define Part 3 : Execution
![Page 10: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/10.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Data Source: Text file
![Page 11: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/11.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Open FDMEE
![Page 12: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/12.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Cofiguration System setting
Where all the file, logs during integration process… stored
Click here to create application folder at the path below
![Page 13: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/13.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Register Source System with the File type
![Page 14: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/14.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
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
![Page 15: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/15.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define import format of the source
After saving, the mapping table will display here as the next slide
![Page 16: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/16.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define import format of the source
Specify the Source column with the relevant order in the source text file
![Page 17: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/17.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
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Define location
![Page 18: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/18.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
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Define Period mapping
![Page 19: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/19.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Period mapping
![Page 20: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/20.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Category mapping
![Page 21: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/21.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load rule: change the Location
Choose the defined location, Period, Category you want to load data
![Page 22: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/22.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load rule from the data source to FDMEE table
Select the text file containing data (Slide 10)
![Page 23: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/23.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
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
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Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
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Define Data Load 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
![Page 25: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/25.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load Mapping
![Page 26: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/26.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load Mapping
![Page 27: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/27.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load Mapping
![Page 28: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/28.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load Mapping
![Page 29: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/29.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load Mapping
![Page 30: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/30.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Define Data Load Mapping
![Page 31: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/31.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
REFERENCEs
For more detail refer to:http://docs.oracle.com/cd/E40248_01/epm.1112/erpi_admin_11123510/frameset.htm?launch.html (inside section “Using FDMEE”>”Administration tasks” and “Loading Data”)
![Page 32: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/32.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
FDMEE tutorialsScenario: Load text data to Planning app
Part 1 : ConceptsPart 2 : Configure and Define Part 3 : Execution
![Page 33: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/33.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Import from text file to FDMEE
Replace: data from text file will replace all available dataimported to FDMEE previouslyAppend: data from text file will append after available data imported to FDMEE previously
![Page 34: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/34.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Import from text file to FDMEE
Data already imported from text file to FDMEE
This status informs that imported data validated successfully
![Page 35: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/35.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Load data from FDMEE to BWPLN
![Page 36: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/36.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
Load data from FDMEE to BWPLN
This status informs that data already load into Planning app successfully
![Page 37: FDMEE Tutorial - Part 1](https://reader036.vdocuments.site/reader036/viewer/2022081413/5466aa38af7959f1238b476c/html5/thumbnails/37.jpg)
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
huyvtq/
REFERENCEs
For more detail refer to: http://docs.oracle.com/cd/E40248_01/epm.1112/erpi_admin_11123510/frameset.htm?launch.html (Inside the section “Loading Data> Using the Data Load Workbench”)