by Doug Correa | 03 07, 2016 | EPM, FDM, FDM Classic, FDMEE
Time is running out for legacy FDM users. Oracle officially retired FDM Classic in favor of its successor, FDMEE. With your next Oracle EPM upgrade cycle Oracle requires you to migrate to FDMEE. Don’t worry; you will want to make the leap to take advantage of the many enhancements that FDMEE has to offer. (Click here for a few reasons why you will want FDMEE.) Before migrating to FDMEE, administrators (with the assistance of a seasoned consulting partner) have an important decision to make – Which migration method is right for us? Two Migration Options: Rebuild vs. Migration Utility When FDMEE was introduced in 2013 with Oracle Enterprise Performance Management (EPM) System Release 11.1.2.3, going from FDM Classic to FDMEE was a rebuild. Last fall, however, the Oracle FDM development team released the FDM Migration Utility to complement FDMEE Release 11.1.2.4. Since considering your journey from FDM Classic to FDMEE, you’ve probably browsed the Internet for nuggets of information. Our guess is you’ve heard a lot about the rebuild approach and not a whole lot about using Oracle’s FDM Migration Utility. Our objective with this blog series is simple – Help you decide which migration method is best suited for your upgrade project based on your Legacy FDM application(s), which method is best suited for you. This series is less how-to and more which way. Which path provides the smoothest road to your ultimate destination – FDMEE. Part 1 – FDM Migration Utility: System Requirements Part 2 – FDM Migration Utility: The Secret Sauce Part 3 – FDM Migration Utility: Turn Classic to EE with a Push of...
by Doug Correa | 11 02, 2015 | EPM, FDM, FDMEE
Tip 10 – Use Data Load Rules to Override Default Location Settings With FDMEE, instead of having a location for every import file, you can group related source file loads under a single location and use individual data load rules for each source file. About Data Load Rules For those new to the concept of a data load rule or “DLR”, think of a data load rule as a data import and data export profile. You use DLRs to define the data extract and data load instructions associated with a specific location and source data set. In the example below, you can see how easy it is to override the default import format associated with a location using a data load rule....
by Doug Correa | 10 30, 2015 | EPM, FDM, FDMEE
Tip 9 – Use Advanced to Take Your Search to the Next Level Throughout your FDMEE application, you will find the search button on various user interface (UI) components. By clicking this little guy, you can perform simple searches. Additionally, some UI components (like Select Point of View and Location Details) have the Advanced Search button. With advanced search you can take your investigation to the next level. With one click of the Advanced button, you get additional search operators, such as “Starts with” and “Contains”. You’re also given the option to add fields to view and/or search on. Just look for the Advanced...
by Doug Correa | 10 28, 2015 | EPM, FDM, FDMEE
Tip 8 – Define a Member Mapping Based on Multiple Source Values Using Multi-dimension Mapping Forget using a script to derive a target member based on more than one source field value. FDMEE now has multi-dimensional mapping. See the following screenshot for an example. Using multi-dimension mapping, we can easily derive a Planning Smart List member based on source account and a custom field value....
by Doug Correa | 10 27, 2015 | EPM, FDM, FDMEE
Tip 7 – Use Query by Example to Filter Data One of the features that makes FDM such a hit with end users is its visibility into transformation logic. You can easily navigate to the Data Load Workbench and investigate imported data and associated target system mappings in the data grid. Now, FDMEE has made it even easier to explore data grid information using Query by Example. With Query by Example you can easily filter on data that’s most important to you by typing in the filter text box above a given column. Take a stroll around the FDMEE user interface and you will find that Query by Example is just about everywhere, including Data Load Workbench, Data Load Mapping, and Process Details. Essentially any UI component that uses a data grid (columns and rows) to display information incorporates the Query by Example feature....
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