FDMEE Essentials (2 days)


Users and System Administrators

Learning Objectives

The FDMEE Essentials course, for both Users and Administrators, is designed to take students through the typical steps needed in an implementation of Oracle FDMEE. Students develop and deploy FDMEE as an interactive case study throughout the course.

Course Description

Originally the 123OLAP FDMEE course, we begin with a general overview of FDMEE and how it fits into the Oracle EPM suite of products. The class then gets into the settings sources and targets, categories, and periods. Using EPM applications as a source as well as a target is covered. Various system and application level settings are introduced.

Next the focus shifts to setting up FDMEE to load data. Exercises are performed with a flat file with discussion of their application to ERP and database sources as well. Import formats and locations are created, with an introduction to Jython import scripting. Member mappings, including conditional script mappings, and load rules are covered before executing the load to the target system.

The class then moves to ancillary topics such as batch processing, multiperiod loads, and journals, and ends with security and reporting.

Upon completion of this course, students will be able to:

navigate within FDMEE, set up import formats, build mapping tables, load and consolidate data from FDMEE in the target system, and set up and maintain security. Students will also be able to perform additional tasks such as batch loading and journals.

Course Information

Audience: Financial and technical system administrators

Duration: 2 days

Pre-requisites: None

Delivery method:

  • Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 16 credits 

Day Summary

Day 1: FDMEE process overview, sources & targets, category & period mapping, import formats, locations & load rules, mapping tables, importing & validating source files, functions & expressions, multi-period loads


Day 2: Check rule groups, simple & complex logic accounts, journals, batches, report definitions, security, lifecycle management, creating import scripts using Jython, what’s new in


Day 3: Data synchronisation, using the Excel interface, protection settings for HFM, mapping scripts, metadata and writeback overview, configuring ODI, understanding the FDMEE database, FDM to FDMEE migration notes, case study.

Detailed Agenda


  • Process overview


Initial Setup

  • Edit system settings

  • Creating source & targets

  • Integration settings

  • Global application & source mapping


Category & Period Mapping


Import Formats

  • Creating import formats

  • Adding functions and expressions

  • Locations & load rules

  • Creating locations

  • Creating load rules

  • Point of View


Mapping Tables

  • Excel templates

  • Map loader

  • Importing mappings


Loading Test Data


Multi-Period Loads


Check Rules

  • Check rule groups

  • Check entity groups


Logic Accounts

  • Creating simple logic accounts

  • Creating complex logic accounts



  • Journal templates

  • Intersections


Trial Balances

  • Loading trial balance databatches

  • Creating batches

  • Executing batches


FDMEE Reports

  • Report definition



  • Shared services Setup

  • Security roles

  • Location access


Excel Interface

  • Download & upload

  • Working with tables

  • Understanding relational tables


Lifecycle Management


What’s New in


Data Synchronization

  • HFM to HFM

  • HFM to Essbase

  • Planning to HFM



  • Metadata

  • Write back



Application Options

  • Source & target

  • Protection settngs for HFM

  • Essbase settings

  • Planning settings



  • Jython overview

  • Methods

  • Creating import scripts

  • Mapping scripts