How to Use FDMEE Data Sync to Copy HFM Actuals to Planning

Okay, first off, when it comes to the data synchronization feature in FDMEE, we’re not a fan of the name.  Being techies, when we hear “synchronization” we think true two-way synchronization. That is, data is compared between two systems and reconciled with the latest changes in System A copied to System B and the updates in System B replicated in System A. That’s not how this works. You use this new FDMEE functionality to copy data from one EPM application to another EPM application. Consider it a one-way sync. So, the name might be a little misleading but this is still one killer feature.  In fact, we think it’s the most significant new feature introduced in FDMEE Release 11.1.2.4.  Why, you ask? Many of our clients have multi-product EPM environments with both HFM and Planning. And one of the most common monthly tasks is to copy Actuals from HFM to Planning for variance reporting.  FDMEE Data Synchronization, more commonly known as “Data Sync”, makes this really easy. Data Synchronization isn’t a component with its own a menu item. Instead, Oracle has baked this functionality into the import format and data load rule components. Here’s a rundown of how to set up. Step 1 – Create your import format. The import format is used to instruct FDM how to interpret the incoming data from HFM.  For the source application, pick your HFM application.  For the target application, select your Planning application.  From there, map the dimensions accordingly. View Image Step 2 – Assign your import format to a new location. Next, create a new location to associate with your new import format....