5 Day(s)


This course covers core concepts necessary to deploy and maintain PeopleSoft's EPM solution. Students will learn about EPM Warehouses and Analytical Applications, IBM WebSphere DataStage, EPM business rules, metadata for Analytical Applications, EPM security, and Jobstreams

Students will also create detailed ETL jobs using IBM WebSphere DataStage and learn how models, scenarios and warehouse business units are defined and used in EPM. They will define trees and tree metadata and become acquainted with metadata management utilities and other tools used in EPM


  • Functional Implementer
  • Administrator
  • Business Intelligence Developer
  • Data Warehouse Administrator
  • Data Warehouse Analyst
  • Developer
  • Technical Administrator
  • Technical Consultant

Skills Gained

  • Describe and create metadata for the Analytical Applications
  • Describe ETL in EPM
  • Create DataStage ETL Jobs
  • Use Models and Scenarios
  • Create Warehouse Business Units
  • Set up EPM security


Suggested Prerequisites:

  • Understanding of basic navigation and PeopleSoft concepts
  • Use of control tables to enforce business rules

Course Specifics

Course Outline

Describing the EPM solution

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

ETL Overview

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

Using DataStage Administrator

Using DataStage Designer

  • Describing 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

Describing EPM Business Rules Setup

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

Defining Warehouse Business Units

  • Describing Warehouse Business Units
  • Creating Warehouse Business Units

Resolving Dimension Collisions

  • Using the Business Unit Creation Wizard
  • Defining Collision Maps

Working with Trees

  • Describing PeopleSoft Trees
  • Describing Tree Utilities

Working with Metadata for the OWE and Analytical Applications

  • Describing 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

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

Working with Jobstreams

  • Describing Jobstreams
  • Defining and Running Jobstreams

Using Data Enrichment Tools

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

Using Data Mapper

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

Using EPM Security

  • Describing 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

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

Course Location Days Cost Date
5 8925 £8925 2018-07-16
5 2500 £2500 2017-09-28
5 2500 £2500 2017-09-25
5 2500 £2500 2017-08-28
5 2500 £2500 2017-08-28
5 2500 £2500 2017-08-25
5 2500 £2500 2017-08-11