HYP4: Working With Your Extracts
Presented by SDCOE CRC | February 5, 2018
PRESENTERS:
Kay Pugh Kimberly Harrison
Agenda
1:00-2:00 pm
• Employee History Report
• Activity 1: View an existing Employee History Report pivot table (training data) to look for things that might need to be fixed.
• Activity 2: Create your own Employee History Report
• Activity 3: Create a pivot table
2:00-3:00 +10 min break
• About Your Extracts
• Activity 4: TOGETHER open and review sample CSV files (training data)
• Activity 5: HCM queries recommended to
Objectives
View an existing Employee History Report pivot table (training data) to look for things that might need to be fixed.
Create a new pivot table using the Employee History Report with Sandbox data.
Review extracts and use the HCM key to understand what’s included in your HCM files
Describe the process to request that your extracts are created and loaded into Hyperion Production
View HCM and Finance Queries to assist in auditing data
B Y T H E E N D O F T H E S E S S I O N , Y O U W I L L B E A B L E T O :
Employee History Report Activities
Activity 1: View an existing Employee History Report pivot table (training data) to look for things that might need to be fixed.
Activity 2: Create your own Employee History Report.
Activity 3: Create a pivot table.
Employee History Report
Now let’s view an existing Employee History Report pivot table (training data) to look for things that might need to be fixed.
Together we will navigate to the CRC website Links page,
download the example Employee History Report file from the
Hyperion Sample Files link, and perform Activities 1-3.
About Your Extracts – HCM
01_0XX_EMPLOYEES_20160726.CSV – Used to populate the Dimension_Employee
02_0XX_POSITIONDATA_20160726.CSV – Used to populate the Dimension_Position
03_0XX_BudgetEMPLINFO_20160726.CSV – Used to populate the Maintain Employee Information form
04_0XX_BudgetPOSITIONINFO_20160726.CSV – Used to populate the Maintain Position Data form
05_0XX_BudgetEMPLPOSINFO_20160726.CSV – Used to populate the Maintain Employees by Position form
06_0XX_BudgetEMPLFTEINFO_20160726.CSV – FTE (Employees)
07_0XX_BudgetPOSFTEINFO_20160726.CSV – FTE (Vacant)
08_0XX_BudgetEMPSALGRINFO_20160726.CSV – Salary (Employees)
10_0XX_BudgetEMPCOMPINFO_20160726.CSV – Compensation (Employees)
14_0XX_BudgetEMPALLOCINFO_20160726.CSV – Allocations (Employees)
There are 10 HCM extracts (files). They are in CSV format. In the filename, 0XX refers to your district # and the date refers to the date the extract was created.
p.78
About Your Extracts – Finance
2018_Hyperion – This Finance extract contains Actuals, KK_EXP_BUD, KK_REV_BUD. Note that Actuals are not loaded into Hyperion.
FUND – Used to populate Dimension_Fund
RESOURCE – Used to populate Dimension_Resource
GOAL – Used to populate Dimension_Goal
FUNCTION – Used to populate Dimension_Function
OBJ – Used to populate Dimension_Account
ENT (Site) – Used to populate Dimension_Entity
OPERUNIT – Used to populate Dimension_OperUnit There are 8 Finance extracts.
p.79
Now let’s review the HCM Extracts Key and opening 4 sample
extract files.
1. Turn to p.80 of your guide and review the HCM Extracts Key.
2. Go to p.8 of your activity sheet and
pp.80-89
HCM Queries to Assist with Data Auditing
Recommended by HR users:
M_HR_VACANT_POSITIONS (all vacancies, encumbered/unencumbered)
M_HR_SAL_GRADE_STEP_BY_EMPL
M_PY_MCOP_VALIDATION
Recommended by Finance users:
FAR_POSITION_W_EE_AND_ACCOUNT
M_BN_HEALTH_CURR_ENROLLMENT
FAR_POSITIONS_VACANT (encumbered only)
Let’s practice running these queries in the HCM training environment.
Please go to Activity 5 on p.10 Together we will:
1. Log into the HCM Training Database
2. Run and review two of the recommended
How to Request Extracts and Data Load
Directions:
1. Identify the date that you want the extracts to be created (at least 1 week).
2. Make sure HCM is correct. Check your Departments, Department Budget Table, Positions, and Employee data carefully.
3. Download the Hyperion Extracts Request Form (PDF) from the CRC Website and complete it.
Only one
person needs to complete the form.
TIP: Download the file to your computer to use the “fillable” fields.
How to Request Extracts and Data Load
Directions (continued):
4. Create a HEAT ticket and attach the form to request that your extracts are created and HCM/Finance data are loaded into
Hyperion Production. Provide 2 weeks for the request to be fulfilled from the date that you submit your ticket.
5. If there are others on your team who work in Hyperion, be sure to let them know that you submitted the ticket and indicate the date that the data will be loaded (based on the date you specified on the form).
6. The CRC will close the HEAT ticket with a solution that indicates that the extracts have been loaded into Hyperion and are available for download from Secure File Transfer System (SFTS).
7. Confirm with your team that the extracts have been loaded.
8. Download the extracts from Secure File Transfer System (SFTS) at
EXAMPLE
Mon 2/12/18
Date that HEAT ticket is submitted with request
form attached Mon 2/19/18 Date that extracts
should be pulled Mon 2/26/18 (2 weeks
from HEAT ticket) Date by which extracts
will be loaded (and available at SFTS)
How to Request Extracts and Data Load
Q: What if I find errors
when I review my extracts and Hyperion?
A: If you find errors because your HCM data were inaccurate, you will need to fix your data in HCM and Hyperion. If you find significant errors that
require you to make a major fix in HCM, you may
request that a new batch of extracts is created and
loaded into Hyperion.
Time to Practice!
Directions: ON YOUR OWN – Repeat creating an Employee History Report in your Production environment (loaded with Sandbox data).
To Try:
– Run an Employee History Report
– Create a Pivot Table form the Employee History Report – Run HCM Queries
