PeopleSoft Enterprise Performance Management Fundamentals

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PeopleSoft Enterprise Performance Management Fundamentals
- Getting Started With PeopleSoft Enterprise Performance Management
  - PeopleSoft EPM Overview
  - PeopleSoft EPM Integrations
  - PeopleSoft EPM Implementation
  - Common Elements Used in the PeopleSoft EPM Documentation Set
- Understanding PeopleSoft Enterprise Performance Management
  - Overview
  - PeopleSoft EPM Architecture
  - Extract, Transform, and Load (ETL) in EPM
  - Operational Warehouse - Staging (OWS)
  - Operational Warehouse - Enriched (OWE)
  - Multidimensional Warehouse (MDW)
  - EPM Foundation Toolset
  - PeopleSoft EPM Analytical Applications
  - PeopleSoft EPM Warehouses and Reporting
- Implementing PeopleSoft EPM
  - Understanding EPM Implementation
  - Using the EPM Suite of Documentation to Locate Implementation Task Instructions
- Setting Up EPM Business Rules
  - Setting Up EPM Business Rules Introduction
  - Understanding PeopleSoft EPM Business Rule Setups
  - Reviewing Installed Products
  - Specifying Your EPM Sources
  - Setting Up Country and State Information
  - Defining Accounting Calendars
  - Setting Up the Gregorian Calendar [EPM Warehouses]
  - Setting Up Time Zones [EPM Warehouses]
  - Defining Units of Measure
  - Defining and Maintaining Dimensions
  - Defining Operator Defaults
  - Archiving EPM Data
  - Setting Up Chart Viewing and Printing Results [Analytical Applications]
  - Setting Up Ledger-Based nVision Reporting for EPM
- Setting Up Currency Rules for EPM
  - Setting Up Currency Rules for EPM Introduction
  - Understanding EPM Multiple Currency Processing Concepts
  - Setting Up EPM Currency Tables
  - Setting Up Market Rates for EPM Currency Conversion
  - Defining Currency Quotations for EPM Currency Conversion
  - Establishing Market Rates for EPM Currency Conversion
  - Calculating Currency Rates for EPM Currency Conversion
  - Configuring Currency Precision for Currency Conversion
- Setting Up EPM Security
  - Understanding EPM Security and Setups
  - Specifying Field-Level Security Options
  - Establishing Ledger Security
  - Specifying Row and Column Level Security
  - Establishing Security Bridges for Your Business Intelligence Tool
- Preparing to Load Source Data Into EPM
  - Understanding ETL in EPM
  - Understanding IBM WebSphere DataStage
  - Understanding ETL Load Strategies in EPM
  - Understanding Data Validation and Error Handling in the ETL Process
  - Understanding OWE Jobs
  - Understanding MDW Jobs
- Using DataStage Administrator
  - Using DataStage Administrator Introduction
  - Setting DataStage Server Properties
  - Setting Project Properties
- Using DataStage Designer
  - Using DataStage Designer Introduction
  - DataStage Designer Overview
  - Managing Repository Objects
  - Editing Object Properties
  - Importing and Exporting Repository Components
  - Using Table Definitions
  - Building DataStage Jobs
  - Using Database and File Stages
  - Adding and Linking Stages
  - Compiling and Running Jobs
  - Editing Job Properties
  - Using Expressions
  - Creating Constraints
  - Using Hashed File Stages
  - Using Job Sequencers
  - Using DataStage BASIC
- Using DataStage Director
  - Using DataStage Director Introduction
  - DataStage Director Overview
  - Viewing Job Status
  - Scheduling Jobs
  - Running Jobs
  - Monitoring Jobs
  - Reviewing Job Events
  - Managing Aborted and Failed Jobs
- Setting Up DataStage for EPM
  - Understanding IBM WebSphere DataStage Setup and Configuration
  - Setting Up DataStage Projects
  - Configuring Environmental Parameters
  - Importing Delivered .DSX Files
- Defining ETL Parameters
  - Defining ETL Parameters Introduction
  - Defining ETL Parameters for the Planning and Budgeting Analytical Application
  - Defining ETL Parameters for the EPM Warehouses
- Running Initial Setup Jobs
  - Running Initial Setup Jobs Introduction
  - Verifying ETL Components Have Imported Properly
  - Compiling ETL Jobs
  - Running ETL Setup Jobs to Bring Source Data Into EPM
  - Running Shared Lookup Jobs
  - Running Setup - OWE Jobs
  - Running Common Dimension Jobs
- Importing Source Business Units into EPM to Create Warehouse Business Units
  - Understanding Warehouse Business Units, TableSet Sharing, and SetID Mapping
  - Understanding Warehouse Business Unit Setup
  - Prerequisites to Creating Warehouse Business Units
  - Establishing Default Set IDs, TableSets, and Warehouse Lineage
  - Establishing Warehouse Business Units Using the Business Unit Creation Wizard
  - Establishing Warehouse Business Units Manually
  - Reviewing Warehouse and General Ledger Business Unit Creation
  - Defining Collision Mappings (Optional)
- ETL Configurations
  - Using the Master Sequencer Utility to Create Master Sequencer Jobs
  - Using the Master Run Utility to Automatically Run Your ETL Jobs
  - Supporting UniCode Data
  - Converting Incremental Load Jobs to Destructive Load Jobs
  - Adding New Environmental Variables
- Setting Up and Working with Metadata for the Operational Warehouse - Enriched
  - Understanding Metadata
  - Common Elements Used When Setting Up and Working with Metadata for the Operational Warehouse - Enriched
  - Finding Metadata Objects
  - Applying the Hidden Flag to Metadata Objects
  - Setting Up Record Metadata
  - Setting Up Rule Metadata
  - Setting Up Tablemaps
  - Setting Up Datamaps
  - Setting Up Expressions
  - Using Data Sets
  - Setting Up Filters
  - Setting Up Constraints
  - Setting Up Metric Metadata
  - Working with Record Summary Metadata
  - Setting Up Report Metadata
  - Cloning Metadata
  - Using the Metadata Mover Utility
  - Deleting Metadata
  - Creating User-Defined Functions
  - OWE Dimension Correction Pages
- Working with Metadata Utilities
  - Viewing Error Messages
  - Auditing PeopleSoft EPM Objects
  - Performing Impact Analysis
  - Running Mass Validate
  - Running Mass Compile
  - Working With Tree Utilities
  - Setting Up and Flattening Tree Metadata
- Setting Up Business Rules for the Operational Warehouse - Enriched
  - Setting Up Account Information
  - Specifying Ledger Mapping Defaults
  - Defining Ledger Event Codes
  - Defining Performance Ledger Templates
  - Defining Detail Ledgers
  - Defining Ledger Groups
  - Processing Roll-Ups
  - Setting Up and Running Currency Conversion
- Setting Up Models and Scenarios
  - Understanding Models and Scenarios
  - Defining Models and Scenarios
- Streamlining Processing with Jobstreams
  - Understanding Jobstreams
  - Setting Up Chunking
  - Working with Engine Metadata
  - Setting Up Job Metadata
  - Setting Up Jobstreams
  - Working with Record Suites
  - Creating Additional Instances of Temporary Tables for Record Suites
  - Removing Extraneous Temporary Tables from Record Suites
  - Running Jobstreams
  - Tracking Jobs
  - Viewing Engine Messages
- Setting Up and Using Profit Manager
  - Understanding Profit Manager Tools
  - Setting Up Ledger Mapper
  - Creating, Editing, and Approving Manual Journals
  - Processing and Posting Journals
  - Using Balancing and Reconciliation Features
  - Using Ledger Drill Down
  - Reviewing Profit Manager Error Messages
  - Correcting Profit Manager Fact Table Errors Using PF Modification
- Using Data Enrichment Tools
  - Understanding Data Manager and Allocation Manager
  - Setting Up Value Objects
  - Creating Indices on Allocation Manager Temporary Tables
  - Defining Data Manager Rules
  - Defining Data Manager Rule Sets
  - Renaming Data Manager Rules
  - Associating Data Manager Rule Sets With a Job
  - Running the Data Manager Engine
  - Defining Allocation Manager Rules
  - Defining Allocation Manager Rule Sets
  - Renaming Allocation Manager Rules
  - Associating Allocation Manager Rule Sets With a Job and Processing Allocations
  - Querying Allocations
- Creating XBRL Instance Documents in EPM
  - Understanding XBRL Reporting Using PeopleSoft EPM
  - Setting Up XBRL Definitions in EPM
  - Uploading and Maintaining XBRL Facts and Taxonomy Elements
  - Creating XBRL Instance Documents
- ETL Installation and Implementation Prerequisites and Considerations
  - Preparing to Install and Implement IBM WebSphere DataStage
  - Sizing Your Database/DataStage Servers
  - Determining Server Configuration and Installing IBM WebSphere DataStage
  - IBM WebSphere DataStage Implementation Considerations
  - Defining a Job Execution Strategy
- ETL Frequently Asked Questions
  - IBM WebSphere DataStage ETL Tools
  - DataStage Server Installation
  - DataStage Client Installation
  - DataStage Patches
  - ETL Content
  - Environmental Variables
  - Project Creation, Import, and Export
  - Setting Up Development and Production Environments
  - ETL Jobs
  - Survey Jobs
  - ETL Hashed Files
  - ETL Routines
  - ETL Job Process Flow
  - ETL Utilities
  - Running ETL Jobs
  - Error Handling with ETL Jobs
  - ETL Job Validation
  - Common ETL Issues
  - Configuring Delivered ETL Content
- ETL Reference Documents
  - DSX File Import Descriptions
  - Environmental Parameters Information
  - Parameter and Source Data Files Information
  - Routine Descriptions
- Using the PeopleSoft EPM Lineage Spreadsheets
  - Understanding the EPM Lineage Spreadsheets
  - Viewing Lineage Information
  - Generating Lineage Information for a Job