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FDMEE tutorialsScenario: Load text data to Planning app
Part 1 : ConceptsPart 2 : Configure and Define Part 3 : Execution
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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.
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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.
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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
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Select the Planning Application - BWG1
Architecture
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Architecture
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Architecture
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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”)
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FDMEE tutorialsScenario: Load text data to Planning app
Part 1 : ConceptsPart 2 : Configure and Define Part 3 : Execution
Huy Van - Hyperion Planning/EPM Consultant -http://vn.linkedin.com/in/
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Data Source: Text file
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Open FDMEE
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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
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Register Source System with the File type
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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
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Define import format of the source
After saving, the mapping table will display here as the next slide
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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)
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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
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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
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Define Data Load Mapping
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Define Data Load Mapping
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Define Data Load Mapping
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Define Data Load Mapping
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Define Data Load Mapping
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huyvtq/
Define Data Load Mapping
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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”)
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
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
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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
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Load data from FDMEE to BWPLN
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Load data from FDMEE to BWPLN
This status informs that data already load into Planning app successfully
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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”)
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