AB INITIO


Hyperion Data Relationship Management Course Content

Overview:
Oracle Hyperion Data Relationship Management (DRM) is the hierarchy management tool. It gathers all the data from disparate sources, allowing you to apply one set of rules and processes so that you are working with a complete, accurate, and consistent set of data. It is enterprise manage operational and analytical master data. It provides enterprises with a solution to build consistency within the master data assets despite endless changes within the underlying transactional and analytical systems.
Training Objectives of Hyperion DRM:
Hyperion DRM enables the organizations to synchronize the master data across the Enterprise Performance Management applications including BI platforms, financial and analytical applications, and transactional systems. It provides best in class functionality for managing hierarchies and complex aggregation schemes. Drag and drop hierarchy maintenance is included to streamline the process of modifying data within the hierarchies. You learn from this course how to administer Hyperion DRM to manage changes in enterprise master data across information silos that result from mergers and acquisitions, departmental initiatives, or legacy system proliferation
Target Students / Prerequisites:
Students must be familiar with the basic accounting concepts and basic knowledge of Oracle EPM products is required.
1. About Data Relationship Management
2.Task Group Descriptions
Key User Experience Differences
Logon
Browse
Query
Compare
Script
Import
Blend
Export
Audit
Administer
3.Managing Versions
Data Relationship Management Version Life Cycle
Version Type and Status
Creating Versions
Copying Versions
Saving Versions
Contents iii
Creating As-Of Versions
Editing Version Properties
Assigning Validations to Versions
Unloading and Deleting Versions
4.Managing Hierarchies
Creating Hierarchies
Editing Hierarchy PropertiesDatabases
Enabling and Disabling Node Types
Opening Hierarchies
Creating Hierarchy Groups
Assigning Hierarchies to Hierarchy Groups
Assigning Controlled Properties
Assigning Controlled Node Access Groups
Assigning Validations
Deleting Hierarchies
5.Working with Nodes
About Nodes
Adding and Inserting Nodes
ID Function
Modeling a Node
Moving and Ordering Nodes
Relaxed Move Option
Sorting Nodes
Node Deletion Methods
Merging Nodes
Deleting Nodes
Removing Nodes
Annulling Nodes
Inactivating Nodes
Reactivating Nodes
Assigning Validations
Orphan Nodes
Viewing Orphan Nodes
Deleting Orphan Nodes
Navigating in Tree View
Finding Nodes
Node Security
Using Shared Nodes
iv Contents
Shared Node Properties
Enabling Shared Nodes
Adding and Inserting Shared Nodes
Removing and Deleting Shared Nodes
Renaming Shared Nodes
Converting a Shared Node to a Primary Node
Displaying Shared Nodes
6.Managing Properties
Property Categories
System Properties
Stats Properties
Property Value Scope and Origin
Property Status
Editing Property Values
7.Validating Data
Validating Versions
Validating Hierarchies
Validating Nodes
Navigating Validation Results
Navigating Version and Hierarchy Results in List View
Navigating Node Results in List View
Navigating Node Results in Tree View
Downloading Node Results
Clearing Validation Results
8.Using Queries
Query Types
Creating Queries
Navigating Query Results
Navigating in List View
Navigating in Tree View
Downloading Query Results
Managing Queries
Opening Queries
Copying Queries
Deleting Queries
9.Comparing Hierarchies
Compare Types
Contents v
Visual Compare
Structure Compare
Property Compare
Rename Compare
Creating Compares
Navigating Compare Results
Navigating in List View
Navigating in Tree View
Downloading Compare Results
Managing Compares
Opening Compares
Copying Compares
Deleting Compares
10.Working with Action Scripts
Loading Action Scripts From Flat Files
Downloading Action Script Results
Required Action Script Parameters
Loading Action Scripts From a Transaction Log
Loading Action Scripts From a Node Model
11.Working with Imports
Import Sections
Creating Imports
Running, Copying, and Deleting Imports
13.Working with Exports
Creating Exports
Creating Hierarchy Exports
Creating Hierarchy XML Exports
Creating Generation Exports
Creating Compare Exports
Creating Difference Exports
Creating Version Exports
Creating Property List Exports
Creating Property Lookup Exports
Creating Transaction Log Exports
Creating Merge Log Exports
Creating Export Books
Running, Copying, and Deleting Exports and Export Books
14.Working with Change Requests
15. Auditing Transaction and Request History
Auditing Transaction History
Data Actions in Transaction History
Administrative Actions in Transaction History
Auditing Requests
Chapter 16:Using the Data Relationship Management Batch Client
Securing the Batch Client
Setting up Batch Client Credentials
Running the Batch Client
Dependencies
Saving Versions in the Batch Client
Command Line Syntax
Configuration File Syntax
Outputs and Result Codes