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Oracle Analytics Partner of the Year
1,000+ EPM projects
completed, 50+ in EPM Cloud
Company was founded on Essbase and has
themost experienced Essbase resources.
Our consultants average 9+
years of EPM experience
Focused on EPM & BI
since1997
#1 EPM Cloud Partner
Industries
Healthcare, Financial Services, Higher Ed, Retail & Wholesale, Tech & Telecom,
Consumer Goods, Energy, Insurance, & Manufacturing
• 2019 Oracle Analytics Partner of the Year
• 2016 Oracle Global Partner of the year – Cloud EPM & BI
• 4-time Oracle Excellence Award• 9-time Inc. 5000 – list of fastest
growing U.S. private companies• Multiple Kscope Top Speaker
awards
Awards170+ Cloud
specializations, 60+ free Cloud webcasts,
free Cloud videos, and 2 Cloud books!
Free EducationOTN tours, regional roadshows, weekly
webcasts, Play It Forward videos
(YouTube), newsletters, and blog posts!
interRel Highlights and Company Overview
Taking Control of Your Hierarchies with Enterprise Data
Management Cloud (EDM)
Why do we need EDM?
What is Master Data?
• Master data is shared across systems
E.g., Organization, Accounts, Customers
Transaction / Operational Systems
Reporting / Analysis Systems
• Data is defined through a series of relationships and properties:
Dimensions
Hierarchies
Attributes
• Business rules are necessary to control and manage data relationships
8
What is Master Data?
• Not transactional data or fact data
• Transaction data - reference data which provides context to a business transaction
• Master data – common data elements shared across transactions, shared data for business decisions
9
X
What is a Dimension?
• Dimensions define how data is grouped, categorized, and aggregated
• Dimensions often reside in reporting and analytical applications (DW, OLAP, BI)
• Dimension elements are intrinsically linked to operational systems
• Dimensions typically consist of elements from multiple data domains
Products to locations, or customers to territories
• Flavors of dimensions Different business units or functions often
want their own “flavor” of a dimension
Different targets or functions often want their own “flavor” of a dimension
Data Warehousesand Data Marts
Other• XML• Excel• Text
Multi-dimensional
iFlex
OtherFA
ERP
GeneralLedger
CRMHR / HCM
Source
: Ora
cle
Real World Challenges
• Significant manual effort required to close the books
• Non-standard reporting
• No common hierarchies
• Lack of flexibility when doing acquisitions
• Tool of choice for consolidating numbers was Excel
• Multiple disparate data repositories and reporting applications
• Non-standard business rules and processes
• Lost confidence in the accuracy and integrity of reporting and analytical data
• Lack of ownership and accountability for defining business rules and troubleshooting errors
• Anomalies in the data were resolved on a one-off manual basis by a handful of over-committed resources
• Business analysts request data from various sources to complete reporting using multiple toolsets and techniques
• Meetings were spent comparing data sources and arguing about whose data was correct
Mapping, Consolidating, Reconciling Multiple Chart of Accounts
SAP Balance Sheet (IFRS)
10000 – Assets11000 – Short Term Assets
11100 – Cash11200 – Cash Equivalent
15000 – Long Term Assets15100 – Embedded Derivatives15300 – Inventory
20000 – Liabilities30000 – Equity
Management Accounting &Performance Reporting
1 – Assets1.1 – Short Term Assets
1.1.0 – Other Short Term Assets1.1.1 – Cash1.1.2 – Cash Equivalent
1.2 – Long Term Assets1.2.0 – Other Long Term Assets1.2.1 – Research1.2.2 – Advertising1.2.3 – Inventory
2 – Liabilities3 – Equity
Peoplesoft Balance Sheet (US GAAP)
100-000 – Assets100-100 – Short Term Assets
100-110 – Cash100-120 – Cash Equivalent
100-200 – Long Term Assets100-210 – Research100-220 – Advertising100-230 - Inventory
200-000 – Liabilities300-000 – Equity
Source
: Ora
cle
Dimension Maintenance Nightmare
13
GL HR Legacy OtherSupplyChain
Data Warehouse
Analytic EnginesHFMPBCS
Source Systems
Reporting & Analysis ToolsStandard Reports, Adhoc Analysis, Data Mining, Dashboarding & Performance Scorecards
• Complex and confusing!!!
• Cloud and on-prem
• Multiple ways to maintain hierarchies across the company
• Inefficient, inconsistent maintenance processes
• IT vs. Business users
• Limited security
• Limited checks and validation processes
• Limited auditability
• Limited accountability
• Data integrity issues
• Single version of the truth?
• Compliance risk
Corporate Restructures
• It’s that time again
• Management is going to reorganize the enterprise for reasons X, Y, and Z
• All you know is that attempting this in a spreadsheet is going to be a nightmare
Creating new departments
Moving cost centers
Running comparisons between new and old structure
Putting in checks to ensure business rules for the reorg
EDM to the RescueIntroduction to Enterprise Data Management Cloud Service
Enterprise Data Management Cloud Service (EDM)
• Allows business users to manage master data (dimensions, hierarchies, etc.)
• Provides audit controls and accountability
• Allows synchronization of master data across all systems
• System validations and verifications to control hierarchies
• Compare and easily update shared hierarchies and dimensions
• Subscriptions & node type converters to manage master data across source and targets
• Approval policies & collaborative workflow
EDM: Central Place to Manage Dimensions, Hierarchies, Attributes
Enterprise Data Management Cloud
Service (EDM)
Manage common dimensions, hierarchies,
attributes, & mappings
Business user driven tool
Archived hierarchy versions
Audit trail
Oracle Analytics Cloud (OAC)
Essbase Cubes
Financial ConsolClose Cloud
Planning Cloud
ERPFinancials Cloud
Key EDM Cloud Features
• Manage dimensions, hierarchies, properties, attributes by business users
• Next generation DRM; new data model design
• Business user tool / Modern graphical user interface
• Request driven batch of related changes
• Compare, rationalize, and conform structural changes
• Visualize and analyze impact of changes before committing
• Drag and drop hierarchy management with subscriptions and node type converters
• Granular change audit
• Granular security by application, dimension, node type, or hierarchy set.
• Push hierarchies into EPM Cloud apps directly and to other custom apps via exports
• Push mappings into Data Management
Part of 4 Main Business Processes
• Shift away from cloud services to 1 solution that supports 4 main business processes
This does mean that except for legacy customers, the products will not be sold separately
What was a “product” is now just a “business process” inside Oracle EPM Cloud
1. Planning: Planning, Profitability
2. Financial Close: Financial Consolidation, Account Reconciliation, Tax Reporting
3. Narrative Reporting: Narrative Reporting
4. Enterprise Data Management: Enterprise Data Management
• https://www.oracle.com/applications/performance-management/products.html
New Names of EPM Products (“Business Processes”)
• EPBCS/PBCS –> Planning
• EPRCS –> Narrative Reporting
• ARCS –> Account Reconciliation
• FCCS –> Financial Consolidation and Close
• PCMCS –> Profitability and Cost Management
• TRCS –> Tax Reporting
• EDMCS –> Enterprise Data Management
Oracle EPM Enterprise
ERPs Data Warehouses Unstructured Data Excel
•Custom Plan Types•Workforce•Projects•CapEx•Scenario Modeling• Financials• Freeform (Essbase)•Groovy
PLANNING
•Consolidation•Account Reconciliation•Task Management•Supplemental Data•Advanced Consolidation•Transaction Matching•Tax Reporting
FINANCIAL CLOSE
ENTERPRISEDATA
MANAGEMENT
Ad Hoc Management ReportsNarration Mobile
Profitability & Cost Management
EPM Cloud Standard vs. Enterprise
Business Processes EPM Cloud Standard EPM Cloud Enterprise
Planning Planning & BudgetingPackaged modules: Workforce, Capital, Financial ProjectPlanning Scenario Modeling1 Custom Hybrid BSO & 1 Custom ASO
+ Advanced Customization and modeling (Groovy)Intelligent Performance Management Intelligent Process AutomationFree Form Planning
Financial Consolidation & Close Financial ConsolidationTask Management
+ Advanced consolidation (on-demand business rules, custom calculations)Intelligent Performance Management Intelligent Process Automation
Narrative Reporting Narrative Reporting + XBRL Reporting
Account Reconciliation Account Reconciliation + Transaction Matching
Tax Reporting Not available Tax Reporting
Profitability Not available Profitability and Cost Management
Enterprise Data Management Not available Enterprise Data Management with 5,000 records limit
EDM is part of EPM Enterprise Cloud
• You can create as MANY applications of EACH Business Process as you need. 10 Planning, 2 Financial Consolidation & Close, 3 Tax Reporting, 5 Narrative Reporting, 2
Account Reconciliation, and 4 Profitability applications... no issues.
Go for it... all included in the pricing for EPM Enterprise Cloud
• What, six months later you realize you need 5 more Planning and 2 more Narrative Reporting?
Contact Oracle and they’ll give them to you... all still included in the base price of EPM Enterprise Cloud.
• Want Disaster Recovery environments... they are also included with same terms and conditions as the additional, old SKU for this service.
• All advanced/premium features are included in the EPM Enterprise Cloud E.g. Groovy rules, advanced consolidations, transaction matching, disclosure management,
Intelligent Performance Management, Free Form Planning (Essbase)
Enterprise Data Management (5000 records; additional available)
What’s the price? How much does this cost?
How to Subscribe to EDM
• The Enterprise Edition does have a maximum 5,000 records included for Enterprise Data Management, but you can buy more.
• You can also continue to purchase EDM separately
Views
Home Page
Completely New Design / Data Model
Understanding Data Chain / Model – Helpful Analogy
• Node Types and Hierarchy Sets are like Tables in RDB
• Node Sets, Views, and View Points are like Views Node Sets filter
Views and view points present / presentation layer
Views
Opened View Displaying View Points
List Dimension Example
Search for Nodes
Inspect View Point
• Inspect to review definition and edit view point
• You can inspect all over the place in EDM Cloud; really helpful feature
Download View Point to a File
Demo: Basic View Point Navigation
View Point Definition
• Admins can define how users interact with data in the view point
New RequestsShopping Cart Experience for Users
Create New Requests
Create New Requests
• Rename the request from an assigned number
Create New Requests: Add Top Node
Create New Requests: Change Property Values
More Requests
Create New Requests: Delete Nodes
Create New Requests: Hyperlink to View Proposed Change
Create New Requests: Node Action Options
Demo: Create Requests
Demo: Create Request – Alternate Rollup
Create Request – Load Changes from a File
• Benefit of using this option to import data Excel file
Tracked through requests
•Worksheet name must match the dimension name being imported
• Headers in Excel must match column headers defined in Node Type
Create Request – Load Changes from a File
Demo: Create Request – Load Changes from a File
Create Request: Check Invalid Requests & Fix
Create Request Features
View list of proposed changes
Hyperlink to proposed change
View issues with proposed changesHyperlink to issue
Add comments
View and add attachments
Demo: EDM Mappings
View Previous Requests
View Previous Request
View Previous Request
View Previous Requests
View Previous Requests
Demo: Compare Hierarchies
Demo: Find Missing Nodes and Assign
Import & Export “Data” In EDM, data is the dimensions/hierarchies/property
values/mappings
Import Data from Applications
Import Data from Applications
• CSV
Import Data from Applications: Import from File
Import Data from Applications: Import from Connection
Review the Imported Hierarchy in Default View
Export
• Application >> Export
• Application >> Export Mappings
Export
Register Applications
How EDM Applications Work with Subscriptions (example - OAC/PBCS)
• 1 EDM Application = target cube
• Subscriptions work with load requests
View points to subscribe to changes into another view point (can cross EDM applications)
Add new / make change once and the subscribed viewpoints will update
New request - in all views
Commit in master; auto commit in subscribed views
• Update once and subscriptions update to
Enterprise Data
Management Cloud Service (EDM)
Oracle Analytics Cloud (OAC)
Essbase Cubes
Planning Budgeting Cloud (PBCS)
Cube 0
(ASO)
Ess1
Hybrid
Ess2
(ASO)
PT1
PT2
Master app
EDM Applications
Cube 1
Cube 2
PT3
Cube 3
Cube 4
Cube 5
Applications
Register a New Application
Demo: Review Registered Application
Conclusion
10 Steps to Implementing EDM
1. Train
2. Setup
3. Requirements & Design & Prototype
4. Create EDM Application(s)
5. Define user interfaces (views and view points)
6. Define node type converters & subscriptions
7. Import dimensions and properties
8. Setup security and workflow
9. Automation
10.Migration & Deployment
EDM: Manage Dimensions, Hierarchies, Attributes
Enterprise Data Management Cloud
Service (EDM)
Manage dimensions, hierarchies, attributes, &
mappings
Business user driven tool
Archived hierarchy versions
Audit trail
Oracle Analytics Cloud (OAC)
Essbase Cubes
PCMCS / FCCS
Planning Budgeting Cloud
(PBCS/E)
ERPOther
Future connectionCustom flat file for now
Future connectionCustom / flat file for now
Connection to inbox/outbox to share dims
Connection to inbox/outbox of Data Management (mappings & dims)
Questions & Answers
Continuing Education
• Build an Oracle Planning & Budgeting Cloud
• Application from start to finish• Administer and automate your
solution• Migrate from on-premises to the
Cloud• Best practices for setting up
your Oracle EPM Cloud Instance
Essbase
Admin Studio Smart View
• Build a report package • Execute the reporting cycle
from start to finish• Sign off or reject the final
product• Assign security• Migrate objects between
environments
• Steps to set up your Oracle
Analytics Cloud instance
• How to build Essbase Cloud
cubes from start to finish
• Maintaining dimensions and
loading data
• Creating calculations and
calculating data
• Assigning security
Admin End User Advanced
Smart View
Admin/End Users
Cloud
OAC Planning Narrative Reporting
Best Selling Oracle BI & EPM Books
Upcoming Webcasts
3-6
3-13
10-2
10-9
10-16
10-23
10-30
WHAT IS ORACLE ENTERPRISE DATA
MANAGEMENT?
WHAT IS ORACLE NARRATIVE REPORTING?
TBD: ANALYTICS & REPORTING
TBD: ANALYTICS & REPORTING
TBD: ANALYTICS & REPORTING
Thank you!
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