The Finit Solutions Series Archive

HFM

  • Hyperion Enterprise to HFM: Design Considerations & Best Practices (I)
  • Hyperion Enterprise to HFM: Design Considerations & Best Practices (II)
  • Getting the Most out of HFM: Intercompany Matching & Eliminations
  • Getting the Most out of HFM and FDM: Upgrading to the Fusion Edition
  • Getting the Most out of HFM: Web Data Form Tips and Tricks
  • Getting the Most out of HFM: Leveraging Process Management
  • Getting the Most out of HFM: Troubleshoot HFM like a Pro

  • FDM

  • Getting the Most out of FDM: FDM Reports
  • Getting the Most out of FDM: FDM Application Settings
  • Getting the Most out of FDM: FDM Logging
  • Getting the Most out of HFM and FDM: Upgrading to the Fusion Edition
  • Getting the Most out of FDM: Fully Automating your Data Loads
  • Getting the Most out of FDM: Taking FDM to the Next Level
  • Getting the Most out of FDM: Troubleshoot FDM like a Pro

  • Essbase

  • Getting the Most out of Essbase: Understanding the Basics
  • Getting the Most out of Essbase: Overview of Essbase 11.1.2
  • Getting the Most out of Essbase and Planning: New Features in 11.1.2.1

  • Planning

  • Getting the Most out of Hyperion Planning: Understanding the Basics
  • Getting the Most out of Hyperion Planning:  Introduction to the Hyperion Planning Modules
  • Getting the Most out of Essbase and Planning: New Features in 11.1.2.1

  • Hyperion Financial Reporting

  • Getting the Most out of Hyperion Financial Reporting: Tips and Tricks (11/18/2009)
  • Getting the Most out of Hyperion Financial Reporting: Tips and Tricks (1/19/2011)

  • EPM

  • Getting the Most out of EPM: Introduction to Financial Close Management and Disclosure Management
  • Getting the Most out of EPM: New Features and Functionality in Fusion Edition 11.1.2
  • Getting the Most out of Hyperion Enterprise: Release 6.5.1 and the Extraction Utility
  • Getting the Most out of EPM: An Overview of EPMA
  • Getting the Most out of EPM: Infrastructure for Finance People
  • Getting the Most out of EPM: HFM & FDM 11.1.2.X New Features
  • Getting the Most out of EPM: What's on YOUR mind?

  • Integration

  • Getting the Most out of Integration: Understanding the Various Products
  • Getting the Most out of Integration: Essbase and Oracle Hyperion Planning Integration Options


  • Getting the Most out of EPM: What's on YOUR mind?

    This month we’ve decided to mix it up a little. We spent the hour responding to questions you submitted on the following topics:

    HFM / Planning

    • HFM Eliminations
    • Cash Flow
    • USD Overrides
    • CTA (Currency Translation Adjustments)
    • Dynamic Accounts
    • Application Size
    • Extended Analytics
    • SmartView
    • Timeout
    • Logging Off Users
    • Entity Hierarchies
    • HFM / Planning Eliminations
    • Logs

    FDM

    • Log Files - HFM / FDM
    • Location Folders
    • Table Editor

    Moderator: Ed DeLise
    Panelists: Robert Cybulski, Jason Hampton, Greg Barrett, Scott Sawers, and Cindy Eichner.
    Originally Presented on October 28, 2011



    Getting the Most out of HFM: Troubleshoot HFM like a Pro

    Become more self sufficient with your behind the scenes HFM tasks.

    One of the great benefits of HFM, a powerful Oracle Hyperion EPM solution used by tens of thousands of users worldwide, is that it can be easily maintained by the finance department with minimal IT support. An effective HFM administrator can successfully diagnose, troubleshoot, and resolve errors and issues. They also know when to involve technical support resources. In the next webinar you’ll learn tips to help you become a more effective HFM problem solver. Topics covered will include:

    • Basic HFM server infrastructure
    • Logs - How to investigate errors and identify their root causes
    • Error Resolution
        Categories
      • Metadata
      • Rules
      • Journals
      • Process Management
      • Security
        Causes – how to tell if they are
      • Application-based
      • Server-based
      • Connectivity-based


    Presenter: Angie Apple
    Originally Presented on September 23, 2011



    Getting the Most out of FDM: Troubleshoot FDM like a Pro

    Thousands of Oracle users around the world rely on FDM to load data to multitudes of Oracle Hyperion applications every day. It’s become an integral part of the EPM suite of products over the past decade. FDM Administrators are tasked with supporting this high volume of usage, which includes successfully troubleshooting errors that may arise in their applications to provide rapid resolution. To help you get the most out of FDM and become more self sufficient when it comes to administrative tasks, this month’s webinar will focus upon 3 main areas of FDM:

      Determining causes of FDM errors
    • User actions
    • System / server / IT related
      FDM Architecture Overview
    • FDM Folder Structure
    • FDM Servers
    • FDM Database
      FDM Error Logs
    • Reading
    • Deciphering
    • Understanding


    Presenter: Greg Barrett
    Originally Presented on August 26, 2011



    Getting the Most Out of Essbase and Planning: New Features in 11.1.2.1

    You asked, and Oracle listened! They’ve introduced significant improvements to Essbase and Planning that make them both more user and administrator friendly.

      During this webinar we will cover:
    • ASO Cubes performing Allocations (bringing ASO applications more in line with BSO applications)
    • Hyperion Planning Member Selector enhancements making it easier to find members
    • SmartView enhancements:
      • Point-of-View
      • Composite Data Forms
      • Task Lists
    • Data Forms
      • Ad-Hoc analysis
      • Contextual Menus
    • Forms Display Customization: Sorting Rows
    • Data Entry - Built-in Validation Rules


    Presenter: Jeff Kantor
    Originally Presented on July 22, 2011



    Getting the Most out of EPM: HFM & FDM 11.1.2.X New Features

    Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) have been maturing well over the last several years. The latest releases 11.1.2 and 11.1.2.1 have new features and functionality. Many clients have been waiting for these versions and it warrants a more in-depth review. Finit has been working with these products for over 8 years and we are excited to share our knowledge on these new features.

    We are excited to review these new features with you. We’ve been working with very closely with these products since their inception, so we are glad to provide some perspective on what’s changed and what these changes mean to you.

    In this webinar you’ll see:

    • HFM User Interface Updates
    • Administrative Improvements to:
      • Calculation Manager
      • EPMA
      • HFM Administration
    • Smart View Enhancements
    • FDM Updates
    • Disclosure Management and Financial Close Management Enhancements
    • Technical Support and Product Compatibility
    • Upgrade Considerations and Case Studies
    • HFM and FDM Roadmap – where are things going?


    Presenter: Angie Apple
    Originally Presented on June 24, 2011



    Getting the Most out of FDM: Taking FDM to the Next Level

    Financial Data Quality Management is one of the most popular applications available in the Oracle Hyperion EPM suite. It’s powerful audit trail, intuitive workflow, out of the box reports, and finance user ownership all have contributed to its immense popularity. Working with FDM for the past 8 years has provided the Finit team with the opportunity to see just about everything related to FDM, and to develop some unique capabilities to enhance the standard functionality taking FDM to the next level.

    • “Smart Merge”
      • For phased submissions - replacing data from FDM without impacting the data that was loaded from data forms, schedules, etc.
    • Securing Scenarios for various types of data loads (HFM specific)
      • Loading Actual data with FDM and using Smartview for Budget and Forecast data
    • Cross System Reconciliation with FDM
      • Loading multiple EPM Target systems through 1 FDM application
    • Passing User Entered Parameters for scripts/task flows
      • Using more than just POV info or hardcoded information when running scripts

    These solutions have helped many of our clients to enjoy even more efficiencies in their reporting and data integration processes over the years, and we’re excited to share them with you.


    Presenter: Scott Peters
    Originally Presented on May 25, 2011



    Getting the Most out of EPM: Infrastructure for Finance People

    This webinar will take you through one of the areas that we get the most questions on. What are the basic elements of the EPM infrastructure and how do they interact? How are EPM projects scoped from the infrastructure side? What do finance people need to know when it comes to the technical infrastructure of their EPM environment? How can it impact them?


    Presenter: Jay Hampton
    Originally Presented on March 23, 2011



    Getting the Most out of EPM: An Overview of EPMA

    If you are managing Planning, Essbase and HFM (or any of these 2) in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data movements, etc. within the Hyperion environment. This webinar will take you through the basics of EPMA setup and configuration and just what EPMA can do.


    Presenter: Lester Maldonado
    Originally Presented on February 16, 2011



    Getting the Most out of Hyperion Financial Reporting: Tips and Tricks

    The quality of your Financial Reporting reports is the most visible part of your organization’s perception of your HFM, Planning, and/or Essbase system, because many users (especially senior executives) only interact with delivered reports. Therefore, it is critical to make sure that the Financial Reporting reports are clean, accurate, and intuitive.

    On January 19th, you will learn tips and tricks for taking full advantage of Financial Reporting’s features and functionality. We will demonstrate many of the more complex and less known features, including:

    • Formatting options
    • Advanced formulas
    • Cell text display
    • Creating reports that are more dynamic
    • Simplifying maintenance of reports
    • Reports security, including how Financial Reporting object security interacts with Shared Services user provisioning

    By applying best practices to your Financial Reporting processes, you can significantly improve your end-users’ experience while also reducing the maintenance workload on the EPM administration team. We will also be exploring some of the more recent developments in the Hyperion Financial Reporting arena including new tools available in 2010 and what we expect to see in future releases.


    Presenter: Robert Cybulski
    Originally Presented on January 19, 2011



    Getting the Most out of HFM:
    Process Management and Phased Submissions

    One of the great features in HFM is the ability to use Process Management to control the end user process, which begins when users are able to start their process and ends when they sign off on their data submission after passing pre-defined data validation checks. Process Management can be as simple as having users lock their entities when they’re complete, to as complex as having a multiple-phased submission in which trial balance data may be locked and reviewed by senior management days before supplementary rollforward data is even entered for the same entity, control functionality which was not possible within Hyperion Enterprise within the same entity.

    On December 15, you learned about the basics of Process Management, including leading practices around:

    • Security
    • Review levels
    • Data loader and reviewer roles
    • Common validation checks
    • Metadata and Rules considerations for each of these items
    • Advanced uses of Process Management
      • Ideal situations for using phased submissions
      • Dimensions for which these phases are typically used
      • E-Mail Alerting
      • HFM Limitations – overcoming them
      • Viewing the status of each entity using HFM itself or SmartView Ad Hoc reports
      • Entity hierarchy considerations
      • Ending the period and preparing for the next one


    Presenter: Scott Sawers
    Originally Presented on December 15, 2010



    Getting the Most out of Essbase: Overview of Essbase 11.1.2

    When it comes to powerful alternatives for analyzing, reporting, and consolidating Financial and Operational data, Essbase leads the market. Essbase 's dominance in OLAP (on-line analytical processing) is the result of its ability to deliver extremely fast query response times for vast numbers of users, large data sets, and complex business models.

    Essbase is a strong compliment to Hyperion's prepackaged applications for financial reporting, consolidations, and budgeting / planning due to its power and flexibility for superior analysis. Essbase has 2 storage options, Block Storage Option (BSO) and Aggregate Storage Option (ASO). As more features are added to ASO, it will soon become the default storage type for all Essbase applications. This webinar will include:

    • Overview of the new features of Essbase 11.1.2
    • “Live” examples of ASO Custom Calculations
    • “Live” examples of ASO Allocations


    Presenter: Mike Pera
    Originally Presented on November 17, 2010



    Getting the Most out of Hyperion Planning: 
    Introduction to the Hyperion Planning Modules

    Oracle Hyperion Planning is widely and successfully used by many companies for forecasting and budgeting. When planning for the future, companies must plan not only dollars but also people. To further augment an organization’s capacity collaborative planning of capital expenses is needed. Additional modules are available to help organizations with these plans.

    On October 13th, you will learn about the Workforce Planning and Capital Asset Planning modules. To what level of detail is the forecast and budget at your company developed? Should you consider using one or both of these modules? We’ll discuss these modules and various methods of implementation.


    Presenter: Cindy Eichner
    Originally Presented on October 13, 2010



    Getting the Most out of HFM:
    Web Data Form Tips and Tricks

    One of the great features in HFM is the ability to create web data forms in which users can enter data directly, without the need for account mappings, journals, or Smart View sheets. These web data forms can be designed in ways that provide very tight security and control over the data that users can enter into HFM. At the same time, the web data forms can be formatted to be very user-friendly and intuitive, so that users find the process simple and easy to follow.

    On September 15, you will learn about the pros and cons of using HFM web data forms versus other methods of getting data into HFM, such as data loads, journals, Smart View, and data grids. We will talk about the considerations for each method and why web data forms may or may not be the right choice for various types of data. We will also discuss ways in which data entered via web data forms can be ‘protected’ during iterative trial balance data loads, so that the data entered via web data forms is not erased when loading a trial balance data file in ‘Replace’ mode.

      During this webinar, you will also learn some of the more advanced design, formatting, and functions for web data forms, including:
    • SCalcs
    • Dimension / member overrides
    • Colors / fonts / general formatting
    • Dynamic row expansion
    • Exporting / importing from Excel
    • Opening web data forms in Smart View


    Presenter: Angie Apple
    Originally Presented on September 15, 2010



    Getting the Most out of Integration:
    Essbase and Oracle Hyperion Planning Integration Options

    Oracle Hyperion Planning and Essbase are widely and successfully used by many companies for forecasting, budgeting, reporting and complex data analysis. Databases can vary from very small BSO (block storage) to extremely large ASO (aggregate storage) cubes. The decisions regarding how to build data and metadata integration from source systems into Planning and Essbase can be challenging; this becomes even more complex when considering how to integrate data and metadata within the EPM suite of products.

    On August 18 you will learn about the various data and metadata integration options for Essbase and Planning. We will discuss the business cases and pros / cons of various tools and solutions, including:

    • Essbase Integration Services (EIS)
    • Oracle Data Integrator (ODI)
    • Enterprise Performance Management Architect (EPMA)
    • Financial Data Quality Management (FDM)
    • Essbase Studio
    • Additional solutions

    You will also see demonstrations of some of these tools and observe first-hand how they are used to integrate with Planning and Essbase.


    Presenter: Cindy Eichner
    Originally Presented on August 18, 2010



    Getting the Most out of Hyperion Enterprise:
    Release 6.5.1 and the Extraction Utility

    Hyperion Enterprise is widely and successfully used by many companies for consolidations, reporting, and analysis. Oracle continues to support Hyperion Enterprise and to enhance its features and functionality with each new release. At the same time, Oracle has also created a utility that may help companies accelerate a conversion from Hyperion Enterprise to Hyperion Financial Management (HFM).

    You will learn about the new Extraction Utility in Hyperion Enterprise. This utility enables you to extract your Hyperion Enterprise metadata, lists, journals, data, and logic in formats that are compatible with other consolidation products, such as HFM. Although the Extraction Utility is not intended to be a turn-key solution for upgrading from Hyperion Enterprise to HFM, it may provide a ‘starting point’ for some companies as they begin their conversions.

    In addition to the Extraction Utility, you will also learn about other new features and functionality in Hyperion Enterprise 6.5.1, including data drill-back to FDM, enhancements to the backup/restore utility, and sort/search features in Hyperion Enterprise Reporting.


    Presenter: Angie Apple
    Originally Presented on July 14, 2010



    Getting the Most out of EPM: New Features and Functionality in Fusion Edition 11.1.2

    You will learn about the new features and functionality in EPM Fusion Edition 11.1.2 for HFM, Planning, Essbase, FDM, Smart View, and Financial Reporting. Topics will include a general overview of the 11.1.2 enhancements as well as specific discussion of new modules in 11.1.2, including Oracle Analytics Link, Public Sector Planning, Financial Close Management, and Disclosure Management.


    Presenter: Larry Allen
    Originally Presented on June 16, 2010



    Getting the Most out of EPM:
    Introduction to Financial Close Management and Disclosure Management

    As powerful as HFM and Hyperion Enterprise are for financial consolidations, reporting and analysis, clients who use these solutions are well aware that there are additional steps that take place outside the systems to complete the close process. These can include manual steps that lead up to the consolidation itself as well as tasks that follow the consolidation to prepare for external filings. On April 7, 2010 Oracle Hyperion announced the release of Financial Close Management and Disclosure Management, which are tools designed to pull this entire process together and to provide end users with a more streamlined and transparent experience.

    In this session of the Finit Solutions Series we will review the functionality of these two solutions to help you understand the challenges that they address and the benefits that they provide.

    Specifically we will discuss:

    • An overview of the financial close process, from ledger to filing
    • The associated challenges within the close process
    • Features of Financial Close Management
      • Process Monitoring
      • Financial Close Calendar
      • Task Management
      • Account Reconciliations
    • An overview of the disclosure process, from document creation to filing
    • The associated challenges within the disclosure process
    • Features of Disclosure Management
      • Document Life-Cycle Management
      • Process Management
      • Notifications
      • XBRL Reporting


    Presenter: Rob Cybulski
    Originally Presented on May 12, 2010



    Getting the Most out of FDM:
    Fully Automating your Data Loads

    Did you know that although Oracle Hyperion Financial Data Quality Management (FDM) inherently allows for a simple process to empower finance end users to manage the data loading process, it can get even easier?

    Continually loading, checking and reloading data can be a bottleneck for the analysis, planning and consolidations processes. The combination of FDM’s Batch Loader, Automated Task Manager, and advanced scripting provides complete automation of this integration process.

    FDM’s Batch Loader:

    • “Auto-maps” unmapped dimensions
    • Provides valuable information to the business analyst on auto-mapped accounts
    • Notifies the business analyst of any other process issues that came up during the load.
    • Provides complete visibility to these errors while eliminating key bottlenecks
    • Shows you a cursory view of the data to check for overall quality issues without wasting valuable time.

    Other set-up options and advanced scripting enable you to:

    • Automatically email error alerts to the system administrator
    • Provide custom reporting
    • Run an unmonitored “lights-out” process
    • Trigger process alerts to the appropriate party(s)

    This advanced functionality makes FDM and its Batch Load capability something that can vastly improve the efficiency of your current process. In this webinar, you will learn how to use FDM Batch Loader’s features and functionality to streamline and increase visibility into your data load processes.

    “I would like a copy of today’s presentation. I felt like it was excellent, it was exactly what it was advertised to be, and also was extremely useful.”

    Julie Croft
    Technical Consultant
    Mary Kay, Inc.



    Presenter: Jay Hampton
    Originally Presented on April 14, 2010



    Getting the Most out of HFM and FDM: Upgrading to the Fusion Edition

    Oracle’s latest major release of the Enterprise Performance Management (EPM) suite of applications is the Fusion Edition, and it contains a number of important new features and tools. In Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) specifically, there are some significant enhancements over the System 9 releases that will greatly improve your organization’s ability to perform tightly integrated and controlled consolidation, reporting, and analysis in these tools.

    Oracle Premier Support for Hyperion application release 9.3 will expire in January 2012. Premier Support for release 9.2 expires in June 2010, and Premier Support for all earlier versions has already expired. Therefore, if your organization has not already upgraded to the Fusion Edition, you will want to begin learning about the improvements in Fusion and planning an upgrade strategy for your organization.

    This webinar will include discussions of:

    • New HFM features and functionality in Fusion Edition, including Enterprise Performance Management Architect (EPMA) and Calculation Manager
    • New FDM features and functionality in Fusion Edition, including ERP Integrator for connecting into source ERP systems
    • Migration options for upgrading existing applications to Fusion Edition
    • Technical considerations for upgrading to Fusion Edition, including hardware requirements and environment design
    • Project planning and implementation strategies for migrating to Fusion Edition

    By staying on top of the latest features and functionality available, you will continue to get the most out of your EPM applications and continue to provide your organization with faster, more meaningful information for reporting and analysis.


    Presenter: Rob Cybulski
    Originally Presented on March 17, 2010



    Getting the Most out of Oracle Hyperion Planning:
    Understanding the Basics

    Large complex spreadsheets, tight deadlines, high stress, multiple revisions, and then when you’re finally done it’s out of date – sound familiar? You can do better.

    When it comes to powerful alternatives for planning, budgeting, and forecasting, Oracle Hyperion Planning leads the market. Hyperion Planning integrates financial and operational planning models, thereby aligning financial targets with operations-specific budgeting processes.

    Hyperion Planning is a critical component of Oracle's prepackaged suite of Enterprise Performance Management (EPM) applications for financial reporting, consolidations, and budgeting / planning. In fact, many companies are now using Planning in conjunction with tools such as Hyperion Financial Management (HFM) and Hyperion Strategic Finance (HSF) to provide optimal planning, consolidation, and modeling capabilities. Join us on February 17 to learn the basics of Planning as we review the features and benefits of this solution, discuss implementation strategies, and show a brief demo of the software. This webinar will include discussions of:

    • What Hyperion Planning does and how it is used
    • How Planning can provide better control over and insight into the budget and forecast process
    • How Planning differs from other EPM tools such as HFM and HSF
    • How Planning and HFM are used jointly for optimal budgeting, forecasting, reporting and analysis

    By fully understanding the capabilities of Planning and how it can fit into your company’s overall Finance IT vision, you will be able to develop a strategy for providing faster, more relevant information to management and ultimately get the most out of your finance technology investment.


    Presenter: Mike Kerkering
    Originally Presented on February 17, 2010



    Getting the Most out of Integration:
    Understanding the Various Products

    Oracle provides a range of tools for integration activities that cover everything from financial data movement and data quality to metadata management and loading. The thoroughness and flexibility of Oracle’s integration product suite provide customers with a wide range of choices to consider. However, the volume of tools available can make it difficult to determine which ones best fit your organization’s specific requirements.

    On January 20, Finit will host a webinar in which you will learn about the differences and business use cases for the following Oracle integration products:

    • Financial Data Quality Management (FDM)
    • Oracle Data Integrator (ODI)
    • Data Integration Management (DIM)
    • Data Relationship Management (DRM)
    • Hyperion Application Link (HAL) *Sustaining Support for the last releases ends in June 2010
    • Enterprise Performance Management Architect (EPMA)
    • ERP Integrator (ERPi)
    • ‘Classic’ Metadata Management Tools

    We will provide examples of typical integration requirements and will discuss the considerations that your company should weigh when selecting from among these integration tools.


    Presenter: Robert Cybulski
    Originally Presented on January 20, 2010



    Getting the Most out of Essbase:
    Understanding the Basics

    When it comes to powerful alternatives for analyzing, reporting, and consolidating Financial and Operational data, Essbase leads the market. Essbase 's dominance in OLAP (on-line analytical processing) is the result of its ability to deliver extremely fast query response times for vast numbers of users, large data sets, and complex business models.

    Essbase is a strong compliment to Hyperion's prepackaged applications for financial reporting, consolidations, and budgeting / planning due to its power and flexibility for superior analysis. In fact, many companies are now using Essbase in conjunction with tools such as HFM and Hyperion Enterprise to provide optimal reporting and analysis capabilities. Join us on December 16 to learn the basics of Essbase as we review the features and benefits of this technology and create a database “live . ” This webinar will include discussions of:

    • Essbase dimensionality, and how it differs from tools such as HFM
    • Dense and Sparse dimensions
    • ASO and BSO cubes - the differences, advantages, and disadvantages
    • Typical uses of Essbase
    • Essbase and HFM used jointly for optimal reporting and analysis

    By fully understanding the capabilities of Essbase and how it can fit into your company’s overall Finance IT vision, you will be able to develop a strategy for providing faster, more relevant information to management and ultimately get the most out of your finance technology investment.


    Presenter: Cindy Eichner
    Originally Presented on December 16, 2009



    Getting the Most out of Hyperion Financial Reporting: Tips and Tricks

    The quality of your Financial Reporting reports is a large part of your organization’s perception of your HFM, Planning, and/or Essbase system, because many users (especially those in high-level management positions) only interact with those reports. Therefore, it is critical to make sure that the Financial Reporting reports are clean, accurate, and intuitive.

    On November 18, you will learn tips and tricks for taking full advantage of Financial Reporting’s features and functionality. We will demonstrate many of the more complex and less known features, including:

    • Formatting options
    • Advanced formulas
    • Cell text display
    • Creating reports that are more dynamic
    • Simplifying maintenance of reports
    • Reports security, including how Financial Reporting object security interacts with Shared Services user provisioning

    By applying best practices to your Financial Reporting reports, you can significantly improve your end-users’ experience while also reducing the maintenance workload on your corporate consolidations team.


    Presenter: Doug Ostafi
    Originally Presented on November 18, 2009



    Getting the Most out of FDM: FDM Logging

    FDM is a great solution to help you standardize your processes and ensure the quality of your data. One of FDM’s best features is the outstanding audit trail it provides; however, many users only take advantage of a few of FDM’s logs and are unaware of some of the best logging features that FDM provides for tracing data and user activities.

    On October 21, you learn about the different types of logging features in FDM that can be used to track the full data audit trail and the full detail around all activities performed in the application. We will review logs and reports that provide insight into the data and end-user processes at various stages of the data integration process (Import, Validate, Export, Check.) You will also see how to track other end-user and administrator activities such as map changes, security changes, and script execution. This webinar will provide you with the tools to better leverage the FDM logging capabilities and to place tighter controls on your data and FDM application.


    Presenter: Scott Peters
    Originally Presented on October 21, 2009



    Getting the Most out of HFM:
    Intercompany Matching & Eliminations

    If you are using HFM for consolidations, then you already know that it is a powerful and complex tool that can vastly improve the analysis and reporting capabilities in your monthly consolidation process. However, one element of HFM that companies often do not use to its full potential is the intercompany matching and elimination functionality. In many cases, companies simply have not had the opportunity to develop a full understanding of all the intercompany features, and have therefore opted not to use them.

    In this webinar, you will learn about the metadata and security features that can enable you to take full advantage of HFM’s intercompany matching and elimination functionality. We will discuss how the intercompany dimension, the value dimension, and the account and entity dimensions interact to perform intercompany matching and eliminations at the appropriate levels within your entity structures. You will learn how to analyze intercompany eliminations using data grids, BI+ Financial Reporting, and system intercompany matching reports.

    By fully utilizing HFM’s intercompany features, you will not only make your consolidation process much more efficient, but will also provide valuable, detailed intercompany information to both end-users and management. The availability of that intercompany detail can drive critical management decisions and can greatly increase the value of your HFM applications within your organization.


    Presenter: Angie Apple
    Originally Presented on September 16, 2009



    Hyperion Enterprise to Hyperion Financial Management: Design Considerations and Best Practices (II)

    The decisions that you make regarding the design of your HFM application and the conversion process itself will have a huge impact on the value you will ultimately get from HFM. A hasty design and conversion can burden you with costly application problems that can persist for years, whereas a carefully thought-out and executed implementation will provide you with tremendous gains in efficiency and functionality.

    In this two-part series, we will cover best practices, design considerations and project planning tips for converting from Hyperion Enterprise to HFM. In the second session, on August 19, you will gain insight into planning and managing a conversion to HFM, including pre-project architecture considerations, implementation resource commitment, and end-user training plans.


    Presenter: Robert Cybulski
    Originally Presented on August 19, 2009



    Getting the Most out of FDM: FDM Application Settings

    FDM is a great solution to help you standardize your processes and ensure the quality of your data. Users of FDM may or may not realize that there are a number of FDM application settings that allow you to control how FDM interacts with your target data systems. In this webinar, you will learn how to change those settings and get more out of FDM.

    In this webinar, we will:

    • Review the basic application and configuration settings in FDM.
    • Show you how to change the user settings and web settings in FDM to modify FDM's appearance for the end user.
    • Demonstrate how to change the wording on various FDM menus.
    • Review the application settings that are specific to different Oracle Hyperion products, including Hyperion Enterprise and HFM.
    • Show the latest application settings that are available in FDM 11.1.1.2.


    Presenter: Deborah R. Newborn
    Originally Presented on August 5, 2009



    Hyperion Enterprise to Hyperion Financial Management: Design Considerations and Best Practices (I)

    The decisions that you make regarding the design of your HFM application and the conversion process itself will have a huge impact on the value you will ultimately get from HFM. A hasty design and conversion can burden you with costly application problems that can persist for years, whereas a carefully thought-out and executed implementation will provide you with tremendous gains in efficiency and functionality.

    In this two-part series, we will cover best practices, design considerations and project planning tips for converting from Hyperion Enterprise to HFM. In the first session, on July 22, we will demonstrate the basic differences between the two products and offer recommendations for utilizing the enhanced functionality in HFM.


    Presenter: Robert Cybulski
    Originally Presented on July 22, 2009



    FDM Reports - Getting the Most out of Oracle Hyperion Financial Data Quality Management

    FDM is a great solution to help you standardize your processes and ensure the quality of your data is sufficient. Everyone who works with this product also knows that it comes with a useful set of reports to help you gain further insight into the data that you've collect. Not everyone knows how to make the most out of these reports, so this webinar helps you to do just that.

    In this webinar we review all of the reports in the standard FDM set of reports that is shipped with the product. We then show how to make modifications to these standard reports and how to move reports between folders. Changing security access to individual reports as well as folders of reports is covered next. Lastly we who some of the customized reports that FDM have had tailored to meet their specific FDM reporting requirements.


    Presenter: Greg Barrett
    Originally Presented on June 17, 2009

    The Finit Solutions Series Webinars

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