Transcript
Page 1: Finit solutions   getting the most out of epm an overview of epma-february 2011

Getting the Most out of EPM:Getting the Most out of EPM:        An Overview of EPMA

February 16, 2011

Presented by: Lester MaldonadoPresented by: Lester Maldonado

www.finitsolutions.com

Page 2: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Finit IntroductionThe Finit Solutions SeriesThe Finit Solutions Series

Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products:

Financial Consolidation– Financial Management (HFM)

Hyperion Enterprise

Planning and Business Intelligence– Planning

Essbase– Hyperion Enterprise

– Financial Close Management

– Disclosure Management

– Essbase

– Profitability & Cost Management (HPCM)

Data Integration– Financial Data Quality Management 

(FDM)

BI+ Reporting Tools– Financial Reporting

– Smartview( )

– Oracle Data Integrator (ODI)

– Data Integration Management (DIM)

– Other (EPMA, ERPi, etc)

Smartview

– Web Analysis

– Essbase Excel Add‐in

www.finitsolutions.com‐ 2 ‐

Other (EPMA, ERPi, etc)

Page 3: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Finit’s Client ServiceThe Finit Solutions SeriesThe Finit Solutions Series

We take client service very seriously and our results areWe take client service very seriously and our results are unmatched in the industry:

Our client service approach has led to 100% customer satisfaction for every Finit client (134 and counting) forsatisfaction for every Finit client (134 and counting) for 

every project (over 225 and counting).

www.finitsolutions.com‐ 3 ‐

Page 4: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Some Finit ClientsThe Finit Solutions SeriesThe Finit Solutions Series

www.finitsolutions.com‐ 4 ‐

Page 5: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

About the PresenterThe Finit Solutions SeriesThe Finit Solutions Series

Lester Maldonado( )([email protected])

• Consultant Finit Solutions• 16 years of experience16 years of experience

implementing Hyperion products• Worked with Hyperion Essbase 

since version 3X and Hyperionsince version 3X and Hyperion Planning since version 1.5

• Hyperion Essbase and Hyperion Planning Certified

www.finitsolutions.com‐ 5 ‐

Page 6: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

How to Ask a QuestionThe Finit Solutions SeriesThe Finit Solutions Series

www.finitsolutions.com‐ 6 ‐

Page 7: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Purpose of this Webinar The Finit Solutions SeriesThe Finit Solutions SeriesPurpose of this Webinar• Provide insight into the Enterprise Performance Management 

Architect tool, including some items that are new in Fusion 11.1.2.  Key topics will include:– EPMA – What is it?

– EMPA OverviewEMPA Overview• Application Library

• Metadata Management

• Calculation Manager

• Data Movements using EPMA

• EPMA Consider before implementing

– What’s new on 11.1.2

– Implementation Considerations

www.finitsolutions.com‐ 7 ‐

Page 8: Finit solutions   getting the most out of epm an overview of epma-february 2011

The Finit Solutions Series

Enterprise Performance Management Architect a age e t c tectWhat is it?

www.finitsolutions.com

Page 9: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

The Genesis of EPMAThe Finit Solutions SeriesThe Finit Solutions Series

• As the Hyperion products were developed as separate software packages and the industry started developing the concepts of Performance Management, a need to integrate these products became apparentintegrate these products became apparent.

• Before EPMA  there was BPMA. The Business Performance Management Architect was released in version 9.3 and is the basis of the current EPMA product.

• EPMA primarily focuses on metadata management but also provides additionalEPMA primarily focuses on metadata management but also provides additional functionality.  EPMA attempts to provides a single point of process development and maintenance that crosses various EPM applications (HFM, Planning, etc). Some if these processes are: 

– Metadata maintenance

– Application Maintenance and Deployment

– Data Synchronization 

– Business Rules

– Automations (Batch Scripts)

• Currently EPMA has capabilities that allow for all of these processes to be handled 

www.finitsolutions.com‐ 9 ‐

through its interface, which is web deployed. 

Page 10: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

EPMA ‐ 101The Finit Solutions SeriesThe Finit Solutions Series

• EPM Architect is accessed from Workspace.

• These are the modules that make up EPMA:These are the modules that make up EPMA:– Dimension Library

– Application Library

C l l i– Calculation Manager

– Data Synchronization

– Application Upgrade

– Library Job Console

• Additional utilities are:Batch Data– Batch Data

– File Generator

www.finitsolutions.com‐ 10 ‐

Page 11: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

EPMA – High Level ArchitectureThe Finit Solutions SeriesThe Finit Solutions Series

g• EPM Architect is a feature of Foundation Services and integrates 

with EPM applications (Financial Management, Planning, Essbase, and Profitability and Cost Management).

www.finitsolutions.com‐ 11 ‐

Page 12: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Application LibraryThe Finit Solutions SeriesThe Finit Solutions Series

• Application Libraries allow for the creation and upkeep of the various applications supported by EPMA.

pp y

pp pp y

• The screen provides the following information:• Application Summary, Dimensions, Properties, Description, Synchronization andRules / Rule SetsRules / Rule Sets

• The following are tasks that are done at the application level:– Duplicate / Migrate, Delete, Validate, Deploy, Reregister, Data Flow, 

h dSynchronization, Compare and Summary.

www.finitsolutions.com‐ 12 ‐

Page 13: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Application Library DemoThe Finit Solutions SeriesThe Finit Solutions Series

pp y

www.finitsolutions.com‐ 13 ‐

Page 14: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Dimension LibrariesThe Finit Solutions SeriesThe Finit Solutions Series

• Dimension Libraries is where the management of shared dimensions and application specific dimensions take place.pp p p

• Members and member properties for all of the supported EPMA applications are also maintained here.

• When adding a member to a shared library it will add it to all of the applications where that dimension is shared.

• Members from shared dimensions can be excluded from specificMembers from shared dimensions can be excluded from specific applications.

• Members in a shared library can contain the properties of all of the applications that EPMA supports as of 11.1.2. Settings these properties ahead of time makes the creation of new applications more efficient.

www.finitsolutions.com‐ 14 ‐

Page 15: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Dimension Libraries DemoThe Finit Solutions SeriesThe Finit Solutions Series

www.finitsolutions.com‐ 15 ‐

Page 16: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Calculation ManagerThe Finit Solutions SeriesThe Finit Solutions Series

• Calculation Manager is used to create, validate, deploy, and administer calculations for Financial Management, Planning, and 

g

g , g,Essbase in a graphical view format 

• Calculation Manager is comparable to the process followed to t l l ti i B i R l ith h d f ti litcreate calculations in Business Rules with enhanced functionality

• There are three types of objects that can be calculated:– Rule Sets, which are objects that contain rules that can be calculated , j

simultaneously or sequentially

– Rules are objects that contain components and templates

– Components are objects that contain formula components scriptComponents are objects that contain formula components, script components, condition components, range components, and fixed loop components

www.finitsolutions.com‐ 16 ‐

Page 17: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Calculation ManagerThe Finit Solutions SeriesThe Finit Solutions Series

• Calculation Manager works with both Classic and EPMA applications

g

pp

• Currently the calculation language used is that of the calculation engine of each application (i.e. HFM or Planning specific)

• The vision at this point is for the development of a common language across all engines and to make it easier for organizations to build and maintain calculations without needing programming g p g gexpertise

www.finitsolutions.com‐ 17 ‐

Page 18: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Calculation Manager DemoThe Finit Solutions SeriesThe Finit Solutions Series

g

www.finitsolutions.com‐ 18 ‐

Page 19: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Data SynchronizationThe Finit Solutions SeriesThe Finit Solutions Series

• EPMA provides functionality that allows for:– Movement of data across Hyperion Applications. For example:

y

yp pp p• Product to Product (same products Like Planning ‐> Planning)

• One Product to Another (i.e HFM ‐> Planning, Planning ‐> Essbase)

– Creation of mappings and filters.

– Layout of data flow maps.

• EPMA does not provide functionality for range mapping, dynamic / wildcard mapping or ignore logic during data loadwildcard mapping or ignore logic during data load

• Data Synchronization does not allow you to do basic transformation during the load of a data or metadata file like gEssbase Administrations Services and FDM allows. For example; Merge fields, perform Find and Replace of characters during a load, etc

www.finitsolutions.com‐ 19 ‐

etc.

Page 20: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Data Synchronization DemoThe Finit Solutions SeriesThe Finit Solutions Series

y

www.finitsolutions.com‐ 20 ‐

Page 21: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Mapping and FiltersThe Finit Solutions SeriesThe Finit Solutions Series

• When mapping two Essbase cubes or a Planning Application with an Essbase cube, EPMA basically builds a data export calculation 

pp g

, y pscript using the filters in the source as the “Fix Statement” in the calc script.

When mapping applications that  have different number of dimensions ensure the application is aggregated to the 

i t l l Oth i i t d t ill bappropriate levels. Otherwise incorrect data will be transferred.

When creating mappings, keep Essbase calculation performance in mind.

www.finitsolutions.com‐ 21 ‐

Page 22: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

AutomationsThe Finit Solutions SeriesThe Finit Solutions Series

• EPMA provides a Batch Client that allows for both interactive mode and batch mode.– In interactive mode an administrator is typing command lines into a DOS like 

interface.

– In Batch Mode the same interface is launched running a script that executesIn Batch Mode the same interface is launched running a script that executes a number of commands

• There are three ways of launching this client:F h M l S P O l EPM S F d i– From the Menu: select Start, Programs, Oracle EPM System, Foundation Services, Performance Management Architect, Start EPMA Batch Client.

– Interactive command mode:• HYPERION_HOME\products\Foundation\BPMA\EPMABatchClient\epma‐batchclient.bat.

– Bach Script mode:• HYPERION_HOME\products\Foundation\BPMA\EPMABatchClient\epma‐batch‐client.bat –

CMyScript txt

www.finitsolutions.com‐ 22 ‐

CMyScript.txt

Page 23: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

CommandsThe Finit Solutions SeriesThe Finit Solutions Series

Commands consist of a:Command verb, Command class, Parameter–Value collection or a Property‐Value collection

Parameters and values are separated by commas. Supported command verbs include:

CREATECOPY

EXITINCLUDE

QUITREMOVE

DEBUGDELETEDETACHEXCLUDE

INSERTLOGINLOGOUTMOVE

RENAMESHAREUPDATESETEXCLUDE

EXECUTEMOVE OPTION

SETVARIABLE

Supported command classes include:

APPLICATIONASSOCIATIONDIMENSION

DIMSYNCHRONIZATIONMEMBERIMPORT

DATASYNCHRONIZATIONREDEPLOYVALIDATE

www.finitsolutions.com‐ 23 ‐

DIMENSIONASSOCIATION DEPLOY

Page 24: Finit solutions   getting the most out of epm an overview of epma-february 2011

The Finit Solutions Series

What’s New in version 11.1.2

www.finitsolutions.com

Page 25: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

What is new in release 11.1.2The Finit Solutions SeriesThe Finit Solutions Series

EPMA now supports:

• Upgrade of a regular Essbase Application to an EPMA EssbaseUpgrade of a regular Essbase Application to an EPMA Essbase Application.

• Conversion of EPMA smart list to Essbase text list

• Essbase ASO applications as a source for data synchronizations

• Ability to modify Essbase BSO databases dense and sparse settings. I di tl thi l li d t Pl i d P fit bilit d C t– Indirectly this also applied to Planning and Profitability and Cost Management

• Ability to modify the sort order for children of a parent

• Dynamic Time Series (DTS) for BSO cubes.

www.finitsolutions.com‐ 25 ‐

Page 26: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

What is new in release 11.1.2The Finit Solutions SeriesThe Finit Solutions Series

• Application Troubleshooting Supportpp– In some cases, the state of an EPMA 

application becomes out of sync with the Dimension Server, object , jrepository, or target EPMA product.

– This happens for various reasons and you can now run the new yapplication diagnostic feature to check for application inconsistencies. 

– Issues identified may either be fixed manually or automatically by selecting the appropriate resolution 

www.finitsolutions.com‐ 26 ‐

option.

Page 27: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

What is new in release 11.1.2The Finit Solutions SeriesThe Finit Solutions Series

• Financial Management Copy Application Utility (You can now use the utility with an EPMA enabled application)y pp )

• Support for Public Sector Planning and Budgeting

• Enhanced Support for Profitability and Cost Management– Updated validations

– Support for duplicate members across dimensions

www.finitsolutions.com‐ 27 ‐

Page 28: Finit solutions   getting the most out of epm an overview of epma-february 2011

The Finit Solutions Series

EPMA – Consider before implementingimplementing

www.finitsolutions.com

Page 29: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Consider Before ImplementingThe Finit Solutions SeriesThe Finit Solutions Series

• If you are a new client, we would consider:  – What product(s) are you implementing? HFM, Planning, Essbase or 

p g

p ( ) y p g , g,Profitability

– How complex are my applications?

– Does EPMA supports the functionality I need today?Does EPMA supports the functionality I need today?

– Training cost of going directly into EPMA might be lower as the same metadata and data load techniques are used across all the EPMA supported productsproducts

– Maintenance cost could be lower as the number of objects to maintain could be less.

If you start with EPMA applications will not need to be upgrade in the future– If you start with EPMA applications will not need to be upgrade in the future

– Keep in mind you can always start using the Classic approach and use the EPMA upgrade utility at a future time to upgrade the applications once the functionality you need is available

www.finitsolutions.com‐ 29 ‐

functionality you need is available.

Page 30: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Consider Before ImplementingThe Finit Solutions SeriesThe Finit Solutions Series

• Am I an existing client?  – What benefits do I get from upgrading my applications to EPMA?

p g

g pg g y pp• If you have several applications that can leverage shared dimensions, you could minimize 

application maintenance.

• Shared dimensions can also ensure metadata integrity across the different applications by ensuring the same labeling and hierarchy is usedensuring the same labeling and hierarchy is used.

• Does EPMA support the functionality I need today?

– What benefits do I get from starting to use Calculation Manager?• Documentation features on the calculations• Documentation features on the calculations.

• Less reliance on rule maintenance in programming languages.  This may lead to a greater ability for more users to build and understand the calculations.

– Should I upgrade some of the applications but not allpg pp• You can have a mix of EPMA and Classic applications as part of your overall solution.

• This is a good way of getting your support staff up to speed with EPMA functionality.

www.finitsolutions.com‐ 30 ‐

Page 31: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Classic or EPMA …The Finit Solutions SeriesThe Finit Solutions Series

HFM HFM Planning Planning Essbase Essbase

What are my Options:HFM Classic

HFM EPMA

Planning Classic

Planning  EPMA

Essbase Classic

Essbase EPMA

Classic Metadata X X X

EPMA M t d t X X XEPMA Metadata X X X

Classic Data Load X X X X X

EPMA Data Load X X X

Classic Business Rule X X X X X X

EPMA Calc Manager X X X X X X

HBR Business Rules na na X X

Once an application is on EPMA the interface does not provide for a way to return to Classic.

www.finitsolutions.com‐ 31 ‐

to Classic.

Page 32: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

EPMA support for HFMThe Finit Solutions SeriesThe Finit Solutions Series

• You cannot:– Reorder the child members of the system generated dimensions like Value, 

pp

y g ,ICP, View and Alias.

– Deploy an HFM application without the ICP and Value dimensions.

– Deploy an HFM application if the label or description of the PeriodDeploy an HFM application if the label or description of the Period dimension has changed after the initial deployment.  Period dimension should always be set as a Local dimension.

– Deploy an HFM application if the necessary dimension associations are notDeploy an HFM application if the necessary dimension associations are not activated.

www.finitsolutions.com‐ 32 ‐

Page 33: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

EPMA support for EssbaseThe Finit Solutions SeriesThe Finit Solutions Series

• Application and database names are limited to 8 characters. In addition, names must not contain any special characters.

pp

, y p

• The alias dimension can contain up to 10 members. At a minimum, a member named “Default” is required in this dimension.

• Essbase (ASO) is also referred to as Enterprise Analytics. Essbase (BSO) is also referred to as Essbase Analytics.

• In some cases if you make changes to the “Auto Configure”In some cases, if you make changes to the  Auto Configure  property in EPMA it does not overwrite in Essbase. If you set the “Dimension Storage Type” property in Essbase applications, you 

t t th "A t fi " t l t F l b fmust set the "Auto configure" property value to False before you deploy or redeploy the application to Essbase.

www.finitsolutions.com‐ 33 ‐

Page 34: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

EPMA support for EssbaseThe Finit Solutions SeriesThe Finit Solutions Series

• You cannot:– Use EPMA to create Hybrid Analysis or Advanced Relational Access cubes.

pp

y y

– Upgrade existing Essbase applications with more than one cube to EPMA.

– Validate formulas within EPMA.

EPMA d t t• EPMA does not support:– Database administration features including partition management, drill‐

through definitions, and security.

– The concept of multiple databases. EPMA allows a 1‐to‐1 relationship between an Essbase application and an Essbase database.

www.finitsolutions.com‐ 34 ‐

Page 35: Finit solutions   getting the most out of epm an overview of epma-february 2011

The Finit Solutions Series

Upcoming Webinars and Finit ContactsFinit Contacts

www.finitsolutions.com

Page 36: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Upcoming WebinarsThe Finit Solutions SeriesThe Finit Solutions Series

Getting the Most out of EPM:  Infrastructure for Finance People

p g

This webinar on March 16 will take you through one of the areas that we get the most questions on.  The webinar will cover topics including an overview of the basic elements of the EPM infrastructure and how they interact.  We will discuss some of the technical components that exist in an EPM environment.  The focus will be on what finance people need to know when it comes to the technical infrastructure for their EPMpeople need to know when it comes to the technical infrastructure for their EPM environment.

To register, go to www.finitsolutions.com/Insights_Webcast.html

www.finitsolutions.com‐ 36 ‐

Page 37: Finit solutions   getting the most out of epm an overview of epma-february 2011

Th Fi it S l ti S iTh Fi it S l ti S i

Getting the Most out of EPM:  An Overview of EPMA

Finit ContactsThe Finit Solutions SeriesThe Finit Solutions Series

[email protected]

Questions?Lester Maldonado

[email protected]

214 223 8534

Email us for a214.223.8534

Ed DeLise

copy of the slides or

link to the recording

[email protected]

678.296.3611

link to the recording.Joe Mizerk

[email protected]

919 349 5029

www.finitsolutions.com‐ 37 ‐

919.349.5029


Top Related