PeopleSoft EPM Core Technical Work Performed

PeopleSoft EPM Core Technical Work Performed

• EPM architecture
• Create Warehouse Business Units
• Create EPM metadata
• Create trees
• ETL in EPM
• Use DataStage Administrator
• Use DataStage Designer
• Use DataStage Director
• Set up EPM security
• Create models and scenarios
• Create and use EPM jobstreams
• Use Allocation Manager
• Use Data Mapper

• EPM solution

  • ETL process in EPM
  • Operational Warehouse - Staging
  • Operational Warehouse - Enriched
  • Multidimensional Warehouse
  • PeopleSoft EPM Warehouses and Reporting
  • PeopleSoft EPM Analytical Applications - Financial
  • EPM PeopleBooks

  ETL Overview

  • IBM WebSphere DataStage Server and Client Components
  • IBM WebSphere DataStage Terminology
  • DataStage Administrator, Designer, and Director
  • Other DataStage Components
  • ETL Load Strategies in EPM
  • Error Handling in ETL Jobs
  • Loading Source Data into Operational Warehouse - Staging (OWS) Tables

  Using DataStage Administrator

  Using DataStage Designer

  • DataStage Designer
  • Managing Repository Objects
  • Analyzing Repository Object Usage
  • Importing and Exporting Repository Components
  • Working with Table Definitions
  • Building DataStage Jobs
  • Compiling and Running Jobs
  • Editing Job Properties

  Using DataStage Director

  EPM Business Rules Setup

  • EPM Business Rule Setup
  • Defining EPM Sources
  • Defining Country and State Data
  • Accounting Calendars Setup
  • Unit of Measure Setup
  • Multi-Currency Setup and Currency Conversion Rules
  • Defining Dimensions

  Defining Warehouse Business Units

  • Warehouse Business Units
  • Creating Warehouse Business Units

  Resolving Dimension Collisions

  • Using the Business Unit Creation Wizard
  • Defining Collision Maps

  Working with Trees

  • PeopleSoft Trees
  • Tree Utilities

  Working with Metadata for the OWE and Analytical Applications

  • Metadata for the EPM Analytical Applications
  • Defining Record Metadata
  • Defining TableMap Metadata
  • Defining DataMap Metadata
  • Defining Filters, Constraints, and Expressions
  • Defining Metadata for the Profit Manager Tool
  • Defining Rule Metadata for Models

  Working with Models and Scenarios

  • Models and Scenarios
  • How Models Are Used in EPM Applications
  • Models and Scenarios

  Working with Jobstreams

  • Jobstreams
  • Defining and Running Jobstreams

  Using Data Enrichment Tools

  • Allocation Manager
  • Setting Up Allocation Manager Rules
  • Setting Up Allocation Manager Rule Sets
  • Defining Fixed Dimensions
  • Running Allocation Manager

  Using Data Mapper

  • Data Mapper
  • Defining Data Mapper Rule Sets
  • Defining Data Mapper Rule Groups
  • Defining Data Mapper Values

  Using EPM Security

  • EPM Security
  • Understanding EPM Security
  • Setting Up Security by User
  • Setting Up Security by Role
  • Setting Up Metric-Level Security
  • Using Security APIs
  • Using LDAP Security Data

  Loading the Multidimensional Warehouse, EPM Warehouses, and Reporting

  • Loading Data Into the MDW
  • Describing the EPM Warehouses
  • Using Oracle OBIEE to Report on Data Stored in EPM Warehouses

  Using ETL-Based Tree Processing for the Multidimensional Warehouse