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Getting the Most out of EPM: Hyperion Planning and Essbaseyp gNew Features in 11.1.2

July 22, 2011Jeff KantorJeff [email protected]

www.finitsolutions.com

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

Getting the Most out of EPM: Planning / Essbase 11.1.2.1

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)

Integration– Financial Data Quality Management

(FDM)

Reporting Tools– Financial Reporting– Smartview( )

– Oracle Data Integrator (ODI)– Enterprise Performance

Management Architect (EPMA)

– OBIEE– Web Analysis– Essbase Excel Add‐in

www.finitsolutions.com‐ 2 ‐

– Other (ERPi, EIS, etc)



Finit’s EPM ExpertiseThe Finit Solutions SeriesThe Finit Solutions Series

• Finit consultants bring deep experience in external SEC reporting, tax reporting, and i t l t l i id f i d t i

p

internal management analysis across a wide range of industries.

• Our backgrounds in accounting and reporting, combined with our product expertise, make us uniquely qualified to assist and advise clients on developing reporting packages that q y q p g p g p gprovide better insight and analysis for management.

• In addition to strong backgrounds in accounting and finance, the Finit consulting team has subject matter expertise related to Oracle EPM technical and infrastructure componentssubject matter expertise related to Oracle EPM technical and infrastructure components. Our ability to know both sides adds value in areas such as environment strategy planning, product selection, deployment planning and overall infrastructure implementation activities.

• Finit is a member of the Oracle HFM, Planning, FDM and Hyperion Enterprise Customer Advisory Boards. In this role, we work directly with product development and quality engineering teams to address future product enhancements.




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 (142 and counting) forsatisfaction for every Finit client (142 and counting) for

every project (over 250 and counting).




Some Finit ClientsThe Finit Solutions SeriesThe Finit Solutions Series

•




About the PresenterThe Finit Solutions SeriesThe Finit Solutions Series

Jeff Kantor

Hyperion Consultant since 2006

Experience with: Essbase, Planning, FDM, ETL, Scripting

Based out of West Orange, NJ

2 kids, 1 boy, 1 girl, 1 wife, 2 cars, 1 home, 0 dogs, 0 cats




How to Ask a QuestionThe Finit Solutions SeriesThe Finit Solutions Series




Agenda The Finit Solutions SeriesThe Finit Solutions Series

• NoteThi li f f i di d f

Agenda

– This list of new features is edited for content– Please see the Hyperion ReadMe documents for the f ll li t f d t t E b d Pl i i 11 1 2full list of updates to Essbase and Planning in 11.1.2

Link:Link:http://download.oracle.com/docs/cd/E17236_01/index.htm




Agenda The Finit Solutions SeriesThe Finit Solutions Series

• Essbase UpdatesASO C b All i

Agenda

– ASO Cube Allocations

• Planning Updates– Forms Creation Overhaul– Forms Structure Overhaul

• SmartView– SmartView Enhancements– Planning Enhancements




Essbase Updates The Finit Solutions SeriesThe Finit Solutions Series

• ASO Cube Allocations and CalculationsASO ll i d l l i ibl h h

Essbase Updates

– ASO allocations and calculations now possible through MAXLS ‘ t ll ti ’ d ‘ t l l ti ’– See ‘execute allocation’ and ‘execute calculation’ documentation for detailed informationHeavy use of MDX is required– Heavy use of MDX is required

• Must set POV, Source and Target area in script using MDX• Allocation and Calculation script must use MDX as well (in aAllocation and Calculation script must use MDX as well (in a separate file)




ASO Calculation Example The Finit Solutions SeriesThe Finit Solutions Series

execute calculation on app.db withlocal script_file "script.txt"POV "Crossjoin({[VisionUS]},

ASO Calculation Example

j ({[ ]},Crossjoin({[101]},Crossjoin ({[Jan]},Crossjoin({[Scenario]},Descendants(Geography Geography Levels(0))))))"Descendants(Geography, Geography.Levels(0))))))

Target "(Allocation)"DebitMember "[BeginningBalance_Debit]"CreditMember "[BeginningBalance_Credit]"Offset "([Account 000] [Project 000])"Offset ([Account_000], [Project_000])SourceRegion "Crossjoin({[AccountB], [AccountD]},

Crossjoin({[Proj1], [Proj2]}, {[2007]}))" ;





Example Script.txt


(AccountA,Proj1) := 100;([AccountB], [Proj1]) := ([AccountB], [Proj1]) * 1.1;(AccountC Proj1) :=(AccountC,Proj1) :

((AccountB,Proj1,2007) + (AccountB, Proj1)) / 2;(AccountA,Proj2) :=

((A tD P j1)((AccountD,Proj1) + (AccountB,Proj2)) / 2;





• ASO Calculation DrawbacksC l l i i f i f i l


– Calculations must consist of a series of serial statements in the following form:

• Tuple := Numeric Value Expression;• Tuple := Numeric Value Expression;

– Conditional Logic is not supportedNo loops If statements or multiple Fix statements are– No loops, If statements or multiple Fix statements are permitted in a single Script

– Must execute via Maxl– Must execute via Maxl• Not really user facing




ASO Allocation Example The Finit Solutions SeriesThe Finit Solutions Series

execute allocation on database glrpt.db withpov "Crossjoin({[VisionUS]}, Crossjoin({[5740]}, Crossjoin({[USD]},

Descendants([Geography],[Geography].Levels(0)))))"

ASO Allocation Example

amount "Jan + Feb"amountcontext "([100], [Beginning Balance], [Actual], [CostCenter1])" target "([Allocation], [CostCenter1])"offset "([Allocation], [CostCenter1], [100], [YearNA])"d bi b "[ bi ]"debitmember "[Debit]"creditmember "[Credit]"range "Crossjoin(Descendants([999], [Department].Levels(0)),

Descendants([Year], [Year].Levels(0)))"l d d "{[9994] [9995] [9996]}"excludedrange "{[9994], [9995], [9996]}"

basis "([SQFT], [Balance], [Actual], [CostCenter2])"Sharezeroamountoptions abortzerobasisoptions abortzerobasisoptions abortnegativebasisoptions zero_valuetargettimespanoptions divideamountround "Currency.CurrentMember.CurrencyPrecision"errors to location "([101] [Jan])" ;


errors_to_location ([101], [Jan]) ;



ASO Allocation Drawbacks The Finit Solutions SeriesThe Finit Solutions Series

• ASO Allocation DrawbacksM E h h M l

ASO Allocation Drawbacks

– Must Execute through Maxl• Not really user facing

N diti l l i– No conditional logic– Constrained somewhat by allocation parameters




Planning Updates: Forms The Finit Solutions SeriesThe Finit Solutions Series

• Form Creation Updates: LayoutN M i b k & f h b POV P

Planning Updates: Forms

– No more: Moving back & forth between POV, Page, Row and Column screens





• Form Creation Updates: Member SelectionL f b d ID d ID L 0


– Lots more features beyond IDesc and IDescLev0





• Form Creation UpdatesAddi C l / R


– Adding Columns / Rows• Makes updating Forms potentially much easier• No more going back and forth between “Adding Rows”• No more going back and forth between Adding Rows interface and primary rows interface





• Validation RulesAbili V lid D F b f i


– Ability to Validate Data on a Form before saving– Custom Color Coding– Applications:

• Percentages (make sure they add up to 100)D f th Y• Days of the Year

• Data entry ranges

No more:– No more: • Custom Javascript to enable Data Submission Validation





• Validation Rules Entry: Layout ScreenS R C l C ll l l


– Set at Row, Column or Cell level





• Validation Rules Entry: Layout ScreenFl ibl S


– Flexible Setup• IF, THEN, ELSE, RANGE, CHECK RANGE





• Context MenusRi h Cli ki i b i


– Right Clicking gives you robust options– Rows … and Columns

– And Cells!





• Ad‐Hoc FormsL d j lik f


– Loads just like a form– No data validation or multiple row‐column

bi ticombinations– Governed by Planning securityC b i k d i– Can be a quicker way to generate data entry points




Planning Updates: forms The Finit Solutions SeriesThe Finit Solutions Series

• Data entry is possibleb l d l l

Planning Updates: forms

• No ability to display aliases




SmartView Updates The Finit Solutions SeriesThe Finit Solutions Series

• POV: Member Entryl

SmartView Updates

• Planning: Composite Forms• Planning: Task Lists


The Finit Solutions Series

Future Webinars & Contacts

www.finitsolutions.com



Upcoming Webinars The Finit Solutions SeriesThe Finit Solutions Series

Dates to be Announced

Upcoming Webinars

• Troubleshooting Tips for HFM and FDM• Troubleshooting Tips for Essbase and Planning• Introduction to Financial Close Management• Introduction to Financial Close Management• HFM for the Tax Department

To register, or to view past sessions, go to: www.finitsolutions.com/Insights_Webcast.html




Finit ContactsThe Finit Solutions SeriesThe Finit Solutions Series

[email protected]

Questions? ‐> Jeff [email protected]

Email us for a ‐> Ed [email protected]

copy of the slides or

link to the recording

@f678.296.3611‐>Joe [email protected] to the recording. j @f919.349.5029


Download - Finit solutions gettingthemostoutofplanningessbase11_1_2_newfeatures

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