On-line training course catalogue

Hyperion Financial Data Quality Management 9.3 Administration

Type of course: Classroom

Course details

Fee	£1650
Days	3
Course code	HYFDQMA

We currently do not have public dates scheduled for this course.
If you have a requirement for this course, please contact us for the latest course information.

Print this page | Download as Word document |

Overview

In this course, you learn to implement Financial Data Quality Management, an advanced data transformation management (DTM) solution. You learn a single, systematic process for loading source data from disparate systems into target analytical applications. Exercises provide hands-on practice.

 

Prerequisites

• Knowledge of data sources for one of the following products:
• Hyperion System 9 Financial Management
• Hyperion System 9 BI+ Essbase Analytics
• Hyperion Enterprise

Delegates will learn how to

• Create Financial Data Quality Management applications
• Integrate Financial Data Quality Management applications with target applications
• Import mappings
• Create import formats for source applications
• Create validation rules and entities
• Load data to target systems
• Apply financial controls to comply with Sarbanes-Oxley legislation
• Set up user and object security
• Create scripts

Course outline

 

 Financial Data Quality Management Overview

• Hyperion Business Performance Management
• Financial Data Quality Management
• Benefits of Financial Data Quality Management
• Data-Loading Process

 

Setting Up Mapping Tables

• Mapping Dimension Members
• Building Maps in Financial Data Quality Management Web Client
• Map Types
• Building Maps Externally
• Copying Mapping Tables
• Assigning Parent Maps
• Setting Up Conditional Mapping

 

Building Import Formats

• About Import Formats
• Creating Import Groups
• Adding Fields to Import Groups
• Assigning Import Formats
• Adding Advanced Import Expressions
• Sorting Columns
• Working with Records

 

Loading Data

• About Loading Data
• Selecting Source Files
• Importing Source Files
• Validating Dimension Mappings
• Loading Data to Target Systems
• Drilling into Data

 

Building Validation Rules

• About Validation Rules and Reports
• Creating Validation Rule Groups
• Creating Validation Rules
• Creating Validation Rules with Validation Rule Logic Wizard
• Assigning Validation Rules to Locations
• Verifying Validation Rules

 

Setting Up Validation Entities

• About Validation Entities
• Creating Validation Entity Groups
• Creating Validation Entities
• Assigning Validation Entity Groups to Locations

 

Creating Logic Accounts

• About Logic Accounts
• Creating Logic Groups
• Creating Simple Logic Accounts
• Creating Custom Logic Expressions
• Looking Up Source Account Values
• Creating Complex Logic Accounts

 

Loading Financial Data Quality Management Journals

• About Financial Data Quality Management Journals

 

Navigating Financial Data Quality Management

• Accessing Workbench
• Accessing Web Client
• Web Client Interface
• Setting the POV
• Locking Out Users for Maintenance

 

Creating Financial Data Quality Management Applications

• About Financial Data Quality Management Applications
• Data Requirements
• Application Building Process
• Creating Applications
• Selecting Database Settings
• Directory Structure of Applications
• Managing Applications

 

Integrating Applications

• Integration Overview
• Working with Adapters
• Adding Machine Profiles
• Verifying Application Settings
• Updating Integration Settings
• Mapping Dimensions Between Applications
• Testing the Integration
• Importing Standard Reports and Templates

 

Setting Up Control Tables and Locations

• Viewing Control Tables
• Modifying Control Tables
• Viewing Locations
• Adding Locations
• Setting Location Attributes
• Searching Control Trees
• Creating Journal Templates
• Loading Journal Templates

 

Loading Data with Multiload Files

• About Multiload Files
• Creating Multiload Text Files
• Creating Multiload Excel Templates
• Loading Multiload Files

 

Changing Dimension Mappings

• About Map Converter
• Changing Dimension Mappings to Target Applications

 

Setting Up Security

• Levels of Security
• Setting Up User Security
• Setting Up Object Security

 

Applying Financial Controls

• About Financial Controls
• Adding Control Groups
• Adding Sections
• Adding Questions
• Adding Reviewers and Proxies
• Adding Memos and Documentation
• Certifying Data
• Completing Questionnaires in Process Explorer

 

Creating Import Scripts

• Scripting Components in Financial Data Quality Management
• About Import Scripts
• Writing Import Scripts
• Creating Import Scripting Functions
• Storing and Retrieving Temporary Variables

 

Creating Import Integration Scripts

• About Import Integration Scripts
• Writing Import Integration Scripts
• Assigning Import Integration Scripts to Import Formats

 

Creating Event Scripts

• About Event scripts
• Writing Event Scripts
• Changing Import Functions Dynamically