FDM Classic


System Administrators

Learning objectives

Learn the methodological approach for the loading of disparate source data into analytical applications using Financial Data Quality Management (FDM) Classic.

Course description

As an FDM Classic Administrator, you'll need to understand how to integrate FDM with target applications from disparate systems. You'll learn to work with mapping tables and import formats, define validation rules and entities, load data and apply financial controls and define user and object security.

Day summary

Day 1:

Introduction, creating applications, adding locations, creating maps, import formats

Day 2:

Validation rules, logic groups, journals, security, financial controls, import scripts, batch loader

What is FDM?

FDM Classic is an ETL (Extract, Transform, Load) tool used to import data from a source system (such as a ledger) and then transform and load the data to a target system such as HFM, Planning and Essbase. Mapping tables are used to perform these transformations, allowing data to be seamlessly transferred between the systems without the need for manual manipulation of files. It's a stand-alone application.

What is FDMEE?

FDMEE performs the same function as FDM Classic, but the underlying technology is different. FDMEE is more closely integrated with the Hyperion EPM suite and now resides within the Hyperion Workspace. Although it still uses mappings, these have been enhanced to allow a smaller number of more powerful transformations to be applied. Multiple source and target systems can now be handled within a single application and scripting capabilities have been enhanced.

Detailed course agenda / Justification for your manager

FDMA Page 1 

CPE Sponsors

Course title: FDM Classic: Administrator

Duration: 2 days

Audience: Technical System Administrators

Pre-requisites: None

Delivery method: Classroom (group - live)

Advanced preparation: None

Recommended CPE credits: 14 credits - specialised knowledge and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org