fdmee tutorial for data loading and transforming.ppt

fdmee tutorial for data loading and transforming.ppt

1. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
FDMEE tutorials
Scenario: Load text data to Planning app
Part 1: Concepts
Part 2 : Configure and Define
Part 3 : Execution

2. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
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.

3. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
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.

4. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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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

5. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Select the Planning Application - BWG
1
Architecture

6. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Architecture

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Architecture

8. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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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_11123510/frameset.htm?
launch.html (inside section “Using FDMEE”)

9. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
FDMEE tutorials
Scenario: Load text data to Planning app
Part 1: Concepts
Part 2 : Configure and Define
Part 3 : Execution

10. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Data Source: Text file

11. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Open FDMEE

12. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Cofiguration System setting
Where all the file, logs during integration process… stored
Click here to create application folder at the path below

13. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Register Source System with the File type

14. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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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

15. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Define import format of the source
After saving, the mapping table will display here as the next slide

16. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Define import format of the source
Specify the Source column with the relevant order in the source text file

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Define location

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Define Period mapping

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Define Period mapping

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Define Category mapping

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

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

23. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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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

24. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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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

25. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Define Data Load Mapping

26. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Define Data Load Mapping

27. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Define Data Load Mapping

28. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Define Data Load Mapping

29. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Define Data Load Mapping

30. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Define Data Load Mapping

31. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
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”)

32. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
FDMEE tutorials
Scenario: Load text data to Planning app
Part 1: Concepts
Part 2 : Configure and Define
Part 3 : Execution

33. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
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

34. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
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Import from text file to FDMEE
Data already imported from text file to FDMEE
This status informs that imported data validated successfully

35. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Load data from FDMEE to BWPLN

36. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
Load data from FDMEE to BWPLN
This status informs that data already load into Planning app successfully

37. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
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”)

38. Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/huyv
tq/
THANK YOU!
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[email protected]
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