Oracle Cloud EPM: Data Integration Administrator (2 days)

Image

HOME | TRAINING COURSES

How Can I Take this Course?

Keyteach provides flexible training options to suit your needs. Choose from globally scheduled instructor-led courses or organize a private class for your team.

Would you like to arrange a private class for your team?

Keyteach provides the flexibility to deliver this instructor-led course on dates that suit your team’s schedule. Private classes, conducted live online with a remote instructor, require a minimum of two participants. Alternatively, we can arrange in-person training at your location upon request.

  • Oracle EPM Cloud: Data Integration Administrator Private Instructor-Led Training for Your Team   $1,920.00 per person (min 2 attendees)

Course Summary

Learn the various approaches for loading source data into Oracle Cloud EPM applications using Data Integration. Data Integration is available with all Oracle Cloud EPM subscriptions and provides a comprehensive toolset for integrating source data with Cloud applications.

PLEASE NOTE:

This training is designed for new EPM Cloud administrators who are not familiar with the ‘on-premises’ FDMEE solution.

Audience

  • System Administrators
  • Implementation Consultants

Duration

  • Instructor-led training: 2 days (14 CPE Credits)

Course Description

Explore the look, feel and functionality of Data Integration for the Oracle EPM Cloud and NetSuite Planning and Budgeting. Find out how to load data and discover how to synchronise data seamlessly across various systems. This course explores the creation and management of mapping tables and examines the process of building import formats to capture source data in a variety of formats. We’ll investigate the available data load options, such as loading data to multiple periods, adding trial balance and journal data and scheduling import jobs, allowing them to be run automatically.

We’ll also look at how to enhance the standard workflow by building in complexity through the use of import format expressions, logic accounts and advanced mapping techniques. This course is ideal for Oracle EPM Cloud administrators who are looking to maximize the potential of their cloud environments.

Learning Objectives

By the end of this course learners will be able to:

  • Identify how to set up source systems and target Cloud EPM Planning and Budgeting applications in Data Integration
  • Differentiate between mapping types and how they are used to map source information to the correct target
  • Recognize how to create Import Formats and how they can be used to format data as it is being imported into Data Integration
  • Explain how Locations bring together the required information to successfully perform an import from the source and an export to the target application
  • Implement SQL, Multi-Dimensional and Format Mask mappings
  • Differentiate between Simple and Complex Logic accounts and their applications

Summary by Day

Day 1

  • Process overview
  • System settings
  • Source and target registration
  • Category and period mapping
  • Import formats, locations, and load rules
  • Mapping tables
  • Importing and validating source files
  • Import format expressions

Day 2

  • Check rule groups
  • Simple and complex logic accounts
  • Journals and batches
  • Format mask mappings
  • Multi-dimension mapping
  • Multi-period loads
  • Source and target options

Course Agenda

Introduction

  • Explore the fundamental steps associated with the data load process with Data Integration.

Initial Setup

  • Learn how to configure Data Intergration and understand default settings and system overrides available for specific targets.

Application Options

  • Discover how source and target applications can be registered in Data Integration to facilitate data loading.
    • Creating source and targets
    • Integration settings
    • Source and target

Category and Period Mapping

  • Control the destination of data loaded to target applications with regard to Scenarios, Years, and Periods.

Import Formats

  • Describe the structure of source data to the Data Integration system.
    • Creating import formats
    • Adding functions and expressions

Locations and Load Rules

  • Creating locations
  • Creating load rules
  • Point of View

Loading Test Data

Multi-Period Loads

Mapping Tables

  • Excel templates
  • Map loader
  • Importing mappings
  • SQL mappings
  • Format mask mappings
  • Multi-dimensional mappings

Check Rules

  • Discover how to validate data after loading to the target application.
    • Check rule groups
    • Check entity groups

Logic Accounts

  • Create additional content on the fly to add to data being loaded.
    • Creating simple logic accounts
    • Creating complex logic accounts

Journals

  • Journal templates
  • Intersections

Loading Trial Balances

Batches

  • Discover how to run process tasks in sequence or parallel on a defined schedule.
    • Creating batches
    • Executing batches

National Association of State Boards of Accountancy (NASBA)

Image
  • Course title: Oracle Cloud EPM: Data Integration Administrator
  • Duration: 2 days
  • Audience: System Administrators | Developers | Implementation Consultants
  • Pre-requisites: None
  • Delivery method: Group Live and Group Internet-Based
  • Advanced preparation: None
  • Recommended CPE credits:
    Group Live and Group Internet-Based: 14 credits - computer software 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

KEYTEACH