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 184.108.40.206 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 220.127.116.11 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.
Step 2 – Create a location and associate it with your new import format.
Step 3 – Create a data load rule to stipulate data extract parameters.
Step 4 – Define the source to target application mappings.
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 Planning.