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In Part 1 of this blog, we discussed using the “runbatch” command to process files for three Locations.  In Part 2, we will discuss using the “rundatarule” command to accomplish the same thing.

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As with many solutions… it depends. “What a surprise,” you say.  Your choice will probably be based upon your need, preferences, and also on how comfortable/proficient you are with writing batch scripts.  If you need to execute a Data Load Rule(DLR) for one location as a part of a batch script, the answer will probably be “rundatarule.”  If you need to execute DLRs for multiple locations, such as a part of a batch script to process monthly Trail Balances, then the answer becomes more subjective.

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Executing Clear or Aggregate Calculation Script for Hyperion Planning or Essbase in FDM Classic was accomplished by writing Event Scripts.  FDMEE has built-in functionality to execute Calculation Scripts for target applications. Setting up this functionality is very straightforward.  I will be illustrating a simple configuration for a specific FDMEE location to execute a Clear Calculation Script Before Loading Data and an Aggregate Calculation Script After Loading Data to a Hyperion Planning application. 

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Anyone who has used FDMEE to automate loads via OpenBatch has come across the problem of the “openbatch” directory filling up with archive directories. FDMEE creates an archive directory each time a Batch Execution is run, whether or not any files are processed. This not only clogs up the directory, but also makes it very difficult to find previously loaded files due to FDMEE’s naming convention for archived files.

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Earlier this month in Part 1 of this blog topic we concentrated on how to setup the FDMEE application to get ready to load Journals to HFM. Now in Part 2 we will walk through the steps to download a Journal Template, entering adjustments and processing the journal into HFM.

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Many organizations need to make Journal Entries to adjust Trial Balance and Supplemental account balances that are loaded into Financial Management (HFM). One way to accomplish this is to utilize FDMEE’s Journal Templates. These templates are Microsoft Excel spreadsheets that are formatted to allow adjustments to Entities and Accounts for specific Periods. Here in Part 1, we will concentrate on how to setup the FDMEE application to get ready to load Journals to HFM.

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