How to Use FDMEE Data Sync to Copy Plan Data from HP to HFM

by | 04 19, 2016 | EPM, FDM, FDMEE

So, you need to copy data from one EPM application to another, specifically plan data from Hyperion Planning (HP) to Hyperion Financial Management (HFM). In a pre-Oracle Hyperion 11.1.2.4 world this could involve a few moving parts: An Essbase report script to export Plan data to a flat file, FDM Classic to transform and load Plan data to HFM, and Technology X, Y, and Z for end-to-end automation With Oracle Hyperion Enterprise Performance Management Release 11.1.2.4 all you need is FDMEE Data Synchronization. Note: Before getting started, make sure your Planning and HFM applications are registered as target applications in FDMEE. Step 1 – Create your EPM to EPM import format. Important: To ensure the data is loaded as periodic vs. year-to-date (YTD), you may need to hardcode “Periodic” Value dimension in the import format. View Image Step 2 – Create a location and associate it with your new import format. View Image Step 3 – Create a data load rule to stipulate data extract parameters. View Image Step 4 – Define the source to target application mappings. View Image Unit test, fine-tune as necessary, and you’re done! Need to copy Actuals to Planning? See How to Use FDMEE Data Sync to Copy HFM Actuals to...