Hyperion Financial Data Quality Management Training Course Content

1. Product Orientation

FDMEE Overview
Key Benefits and Features of FDMEE
FDMEE Integration Process
Processing Data Overview
Accessing and Navigating in FDMEE

2. Preparing FDMEE Integrations

Integration Setup Overview
Setting Up the Application Root Folder
Defining Profiles
Setting Up Source Systems
Registering Target Applications

3. Setting Up Import Formats for File Systems

Import Formats Overview
Creating Import Formats
Defining Import Format Mappings
Skipping Lines in Import Files
Concatenating Fields
Adding Import Expressions

4. Completing the Integration Setup

Locations Overview
Adding Locations
Setting Location Details and Integration Options
Periods and Categories Overview
Defining Period Mappings
Defining Category Mappings
Point of View Overview

5. Setting Up Data Load Mappings

Data Load Mappings Overview
Defining Data Load Mappings
Explicit Mappings
Mapping Rules
Processing Order
Building Maps Externally
Importing Mappings
Sharing Mappings

6. Defining and Executing Data Load Rules

Data Load Rules Overview
Defining Data Load Rules for File-Based Data Loads
Loading Data into Multiple Periods
Running Data Rules and Checking Rule Status
Viewing Imported Data
Scheduling Data Load Rules

7. Processing Data in Data Load Workbench

Processing Data Overview
Importing Source Data
Validating Dimension Mappings
Fixing Validation Errors
Intersection Check Reports
Managing Data
Loading Data to Target Applications
Drilling Through from Target Applications

8. Setting Up Check Rules and Check Entities

Check Rules and Reports Overview
Creating Check Rule Groups and Check Rules
Assigning Check Rules to Locations
Verifying Check Rules
Check Entities Overview
Creating Check Entity Groups
Verifying Consolidations

9. Processing Batches

Batch Processing Overview
Adding Batch Definitions
Defining Batch Parameters
Executing Batches
Creating and Executing Open Batches
Scheduling Batches
Executing Batch Scripts

10. Reporting in FDMEE

FDMEE Reports Overview
Adding Report Groups
Running Reports
Reviewing and Adding Query Definitions
Generating XML Files
Creating Report Templates
Adding Report Definitions

11. Setting Up Security

FDMEE Security Overview
Setting Up FDMEE Security
Defining Role, Report, and Batch Security
Location Security
Adding Groups for Location Security
Assigning Users to Groups in Shared Services
Provisioning Users in Shared Services

12. Defining Import Scripts

Scripting in FDMEE Overview
Jython Basics
Accessing Script Editor
Creating Import Scripts
Assigning Import Scripts to Import Formats
Applying Import Script Functions
Using Temporary Variables in Import Scripts

13. Defining Mapping and Event Scripts

Mapping Scripts Overview
Jython Objects in Mapping Scripts
Setting Up Mapping Scripts
Event Scripts Overview
Creating Event Scripts
Changing Import Formats Dynamically
Using the File System Object in Event Scripts

14. FDMEE Integration with Other Source Systems

GL Integration Overview
Registering ERP Source Systems
Selecting Source Accounting Entities
Creating Import Formats for Accounting Entities
Setting Up the Integration for Source Systems
Drilling Through to Source Data
Importing Source Data from the Open Interface Table