1. EPM Intermediate
2010

2. PeopleSoft Financials
EPM Database
Data
Sources
Enterprise Warehouse
Staging
PeopleSoft Financials
Transactional
Reports (SQR’s)
Ascential
(ETL)
PeopleSoft HRMS
Data Loader
(App Engine)
PS Query/
EPM Data is one day old. All tables with the exception of certain payroll tables are refreshed nightly.
The nightly refresh times are available on line:
The biweekly refresh schedule is available on line:
Reporting
Metadata
PeopleTools

3. EPM Overview Reporting Tables – Financials
200 Staging Tables -> 84 Reporting Tables
General Ledger, Commitment Control
Accounts Receivable and Billing
Accounts Payable
Supply Chain & Inventory
Asset Management
Projects and Contracts

4. EPM Overview Reporting Tables - HRMS
160 Staging Tables -> 49 Reporting Tables
Human Resources
Benefits
Workers Comp
Time and Labor
Payroll
Financials:

5. Know your Terms Field: Single piece of data
Table: Collection of data fields arranged in columns and rows
Staging Tables: Copies of the HRMS and Financial transactional tables
Reporting Tables: Denormalized Tables
Denormalize: The process of pulling information stored in separate tables together into one table.

6. Denormalized Reporting Table
Vendor Information
Vendor ID
Vendor Name
Vendor Persistence
VAT flag
In Process Flag
Purchase Order
Purchase Order ID
Vendor ID
Item #
CP Template ID
Descr 254 Mixed
Item Information
Item #
Item Description
Item Cost
Credit Analyst
Address Seq Num
EPM PO Reporting Record
EPM Reporting tables have been designed to minimize the need for joining tables by the process known as denormalization. This slide is a visual depiction of the denormalization process.
Purchase Order ID
Vendor ID
Vendor Name
Item #
Item Description
Item Cost

7. EPM Table Joins CTW_VCHR_TRANS CTW_PO_TRANS BUSINESS_UNIT
PO_ID
LINE_NBR
SCHED_NBR
DISTRIB_LINE_NUM
BUSINESS_UNIT
PO_ID
LINE_NBR
SCHED_NBR
PO_DISTRIB_LINE_NUM
To ensure correct field joins between tables, always access the EPM Job Aid, Reporting Table Indexes and Join Criteria
Navigation: CORE Homepage>EPM User>EPM Ad Hoc Reporting Job Aids>Reporting Table Indexes and Join Criteria

8. EPM Security EPM Security Mirrors User Functional Access
Job Duties determine roles
Segregation of Duties
Financial Segregation of Duties grid maintained by Office of the State Comptroller
EPM Only Roles
New approach
Cross module access
Business unit security restricts a user’s data access to only their agency.
Roles limit the user to data access relevant to their job duties.

9. EPM Security Reporting Table Security
Reporting tables are grouped under EPM access groups on the Query Tree in EPM
User Roles are tied to permissions to EPM Access Groups
Business unit security restricts a user’s data access to only their agency.
Roles limit the user to data access relevant to their job duties.

10. EPM General Information
EPM Job Aids
Help Desk
Business unit security restricts a user’s data access to only their agency.
Roles limit the user to data access relevant to their job duties.