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The Finit Solutions Series

Getting the Most out of Integration: Essbase and OracleIntegration: Essbase and Oracle Hyperion Planning

August 18 2010August 18, 2010

Presented by Cindy Eichner

www.finitsolutions.comwww.finitsolutions.com


Ab t Fi it S l tiAbout Finit Solutions


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Getting the Most out of Integration: Essbase and Oracle Hyperion Planning

Th Fi it S l ti S iFinit Introduction

The 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

Integration– Financial Data Quality Management

(FDM)

BI+ Reporting Tools– Financial Reporting

( )

– Oracle Data Integrator (ODI)

– Data Integration Management (DIM)

– Other (EPMA, ERPi, etc)

– Smartview

– Web Analysis

– Essbase Excel Add‐in

www.finitsolutions.com‐ 3 ‐

Other (EPMA, ERPi, etc)

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Finit’s Planning/Essbase & Integration ExpertiseThe Finit Solutions Series

• Finit’s certified Hyperion Planning consultants differentiate themselves by combining advanced product knowledge with best practice budget and forecasting expertise. We specialize in “finance owned” Planning implementations in which we assist you withspecialize in finance‐owned Planning implementations in which we assist you with improving / streamlining the budget and forecasting processes.

• Our certified Essbase consultants combine product expertise with their finance and accounting backgrounds to deliver efficient, high value applications that solve relevant business issues for middle market companies to some of the largest companies on the Fortune 500. Our Essbase services include new implementations, optimization, and application reviews / redesignapplication reviews / redesign.

• Finit has a long history with data integration. Our combined expertise in Oracle Hyperion data integration products as well as our accounting and finance‐based backgrounds

bl d l l d h l d d l denable us to deliver complete integration designs that include strong data quality and validation checks. Collectively, Finit has designed and implemented data integration solutions that have sourced data from more than 4,800 source systems and are used by over 5,000 end users.


,

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Th Fi it S l ti S iFinit’s Client Service


W t k li t i i lWe take client service very seriously.

Our client service approach has led to 100% customer satisfaction for every Finit client f y

(125 and counting).


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Th Fi it S l ti S iSome Finit Clients



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Th Fi it S l ti S iAbout the Presenter


Cindy [email protected]

• Director Planning & Business Intelligence • Over 25 years experience in delivering

information systems• Has been designing and implementing

Hyperion tools for over 13 years• Specializes in Planning and Essbase

implementations, enhancements, performance tuning and conversions

• Oracle Hyperion Certified Consultant


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Th Fi it S l ti S iHow to Ask a Question

The Finit Solutions SeriesThe Finit Solutions SeriesQ



P f th W biPurpose of the Webinar


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Th Fi it S l ti S iPurpose of this Session


• Provide an introduction to various data and metadata integration options for Hyperion Planning and Essbase

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integration options for Hyperion Planning and Essbase.

• Provide functionality information for each product related to data and metadatarelated to data and metadata.

• Discuss the various tools and solutions.

• Go through the usage of the various integration tool• Go through the usage of the various integration tool options.

• Demonstrate some of the tools and observe first hand• Demonstrate some of the tools and observe first‐hand how they are used to integrate with Hyperion Planning and Essbase.



Integration Products for Essbase andEssbase andOracle Hyperion Planning


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Oracle Hyperion Integration ProductsThe Finit Solutions Series

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Financial Data Quality Management (FDM)

Enterprise Performance Management Architect

( )

Oracle Data Integrator (ODI)

(EPMA)

Essbase Studio

Data Relationship Management (DRM)

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Essbase Integration Services (EIS)

Essbase / PlanningNative Tools

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Data Integration Management (DIM)

Blue: Mature ProductsGreen: Relatively new products. Orange *: Questionable future. R d P d t l t d

g ( )

Hyperion Application Link (HAL)


Red: Product no longer supported. * Consult your Hyperion Sales Representative

( )

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Oracle Hyperion Integration Products The Finit Solutions Series

Product Essbase Metadata Essbase Data Planning MetadataFinancial Data Quality Management (FDM)

Not easily feasible. FDM Essbase Adapter, ASCII or Relational Table. Essbase

NA

Data Load Rule optional.

Oracle Data Integrator (ODI) ODI Essbase Adapter, ASCII or Relational Table.

ODI Essbase Adapter, ASCII or Relational Table.

ODI Planning Adapter.

Data Relationship For loading metadata requires NA For loading metadata requiresData Relationship Management (DRM)

For loading metadata requires another product that supports anEssbase Adapter or Essbase Dimension Build Rule with ASCII file/Relational table.

NA For loading metadata requires another product that supports a Planning Adapter or Planning command line utility with ASCII file.

Enterprise Performance Management Architect (EPMA)

Direct Connect method. Allows for the transfer of data elements across applications.

Direct Connect method.

Essbase Studio Data marts on a star schema. Direct Connect.

Data marts on a star schema. Direct Connect.

NA

Essbase Integration Services (EIS)



NA

Data Integration Management (DIM)

DIM Essbase Adapter, ASCII or Relational Table.

DIM Essbase Adapter, ASCII or Relational Table.

DIM Planning Adapter.


Native Tools ASCII, Excel, SQL. Uses Dimension Build Rules or manual updates using GUI front end.

ASCII, Excel, SQL. Uses Data Load Rules. Excel “Lock & Send”.

ASCII. Uses command line utility or manual updates using GUI front end.

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Financial Data Quality Management (FDM)The Finit Solutions Series

Financial ata Quality Management (F M)Strengths and Use Case• Pre‐Built interface (workflow, mapping, logging).• Validations are a key component (mapping data target system)• Validations are a key component (mapping, data, target system).• Typical use case is for financial and other data processing that involves

mapping in a multi‐user environment.• Essbase adapterLimitations• FDM cannot perform any Metadata functions (load metadata or manage

metadata hierarchies).• FDM is not as efficient with very large file volumes (millions of records).Similarities to Other Integration Products• ODI and DIM with their ability to load financial and other data. • No similarities in terms of preset end user‐driven data and mapping workflow.Licensing / Other• FDM does require licensing.


• FDM was originally UpStream WebLink and acquired by Hyperion in 2006.

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FDM Essbase Adapter ViewThe Finit Solutions Series

ssbase dapte e


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FDM to Essbase Implementation Case The Finit Solutions SeriesFDM to Essbase Implementation CaseProject OverviewEnd‐Users needed the ability to load data to an Essbase cube and to also maintain

allocation percentages for specific types of accounts that were also being loadedallocation percentages for specific types of accounts that were also being loaded to Essbase. The solution needed to replace a very complex process that was being done in a complex spreadsheet.

Data Flow• Users would execute an FDM task in which data was imported from an Oracle

EBS staging table. • As the data is being imported, if an account is contained in the allocation tables

in FDM the line will be allocated based on a percentagein FDM, the line will be allocated based on a percentage. • Prior to the load to Essbase, FDM will look to the outline to ensure that all

records are mapped to valid members. • Then all data will be loaded to Essbase and an Essbase Calc Script will be

executed in FDM. A data validation report will be displayed after the load.MaintenanceThe only maintenance involved modifying the mapping tables or the allocation

t bl if ith f th t h


tables if either of those were to change.

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Oracle Data Integrator (ODI) The Finit Solutions SeriesOracle Data Integrator (ODI) Strengths and Use Case• Ability to load Hyperion metadata and financial and other data to Essbase,

Planning and HFM with product specific adaptersPlanning and HFM with product specific adapters.• IT driven financial data or metadata load processing. • Situations where limited mapping or IT controlled mapping is needed.LimitationsLimitations• ODI does not have a pre‐built web based user interface to map, validate or load

data or metadata.• Validations and logging items will more than likely need to be custom built (i.e. gg g y (

log data load errors in a text file).Similarities to Other Integration Products• Most similar to DIM and HAL.• FDM for financial data, though typically a different use (Finance vs. IT).Licensing / Other• ODI does not require a license if used with Essbase, Planning, or HFM.


• ODI was originally Sunopsis and acquired by Oracle.

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ODI Planning Adapter View The Finit Solutions SeriesODI Planning Adapter View


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ODI & FDM to Planning Implementation CaseThe Finit Solutions Series

Project OverviewPrior to this Planning implementation, the client was only using Essbase and HFM. ODI was selected as the metadata integration tool for Planning. Data is then loaded to Essbase by FDM as FDM allows complex mapping and was already being used for HFM loads.

Data FlowA Planning metadata load file is first generated in Excel. VBA processes in Excel pull the data from a Showcase query, build the hierarchy and save the file to a pre‐q y, y pdefined ODI data source location. An ODI interface and package updates the Planning metadata.

MaintenanceIf there are any changes in the data source/format or if there are any new interfaces/packages, the ODI Designer (Model & Project) needs to be updated.

If there are any changes to the Planning application connection information or the


If there are any changes to the Planning application connection information or the data source location, the ODI Topology Manager needs to be updated.

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Data Relationship Management (DRM)The Finit Solutions Series

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Strengths and Use Case• Most robust metadata management tool for Oracle Hyperion.

Abilit t d d l t d t t b th H i t d• Ability to manage and deploy metadata to both Hyperion systems and non‐Hyperion systems.

Limitations• DRM does not perform any data processing• DRM does not perform any data processing.• DRM is client based.• All files created by DRM for Essbase and Planning consumption are in flat file

format. This mean either the native tools or other products with adapters must p pbe used to process Essbase and Planning updates.

Similarities to Other Integration Products• EPMALicensing / Other• DRM does require a license. • DRM was formerly Master Data Management (MDM).


• MDM was originally developed by Raaza and purchased by Hyperion.

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DRM View The Finit Solutions SeriesDRM View


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DRM Implementation Case The Finit Solutions SeriesDRM Implementation CaseProject Overview

The client was using a home grown organization hierarchy maintenance system which was feeding flat files to varied systems including GL, Fixed Asset, HR, and the Hyperion suite including Essbase and Planning. This system required great knowledge and any staff turn over required months of training. DRM was selected for metadata maintenance. Output from DRM was fed to the varied systems including a data warehouse which sourced EIS to Essbase.

Data FlowAn EIS OLAP Model and Metaoutline were created for each Essbase cube. Full automation was implemented utilizing batch and mxl scripts.

MaintenanceNew Essbase cubes required a new Metaoutline and cube specific batch and mxl scripts.


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Enterprise Performance Management Architect(EPMA)The Finit Solutions Series

Strengths and Use Case• Ability to manage Hyperion metadata for HFM, Planning, and Essbase in one

i finterface.• Ability to load or push metadata into the different Hyperion target systems.• Fully integrated with Shared Services (roles and external authentication).Li it tiLimitations• EPMA is geared towards Hyperion application metadata only. • EPMA’s data functionality exists, but is very limited.• EPMA is web based so it can be difficult to make mass changes May have to• EPMA is web based, so it can be difficult to make mass changes. May have to

make them off‐line and import changes.Similarities to Other Integration Products• DRMDRMLicensing / Other• EPMA does not require a license; it is included with HFM, Planning and Essbase

licensing.


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EPMA View The Finit Solutions SeriesEPMA View


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EPMA ‐What else is in there? The Finit Solutions SeriesEPMA What else is in there?• Oracle Hyperion Enterprise Performance Management Architect

Calculation Manager ‐ A graphical, flowchart environment for building and validating business rules utilized by Financial Management and Planning applicationsbusiness rules utilized by Financial Management and Planning applications.

Batch Client ‐ Command line interface that allows EPM architect tasks to be run in a scripted and lights‐out fashion.

Application Creation Wizard ‐ User guided step‐by‐step process for the creation of EPM pp g p y p papplications.

Shared and Local Dimensions ‐ Expanded methods for dimension and member sharing across or between applications.

Grid Editor ‐ View and manage members in a grid format that displays multiple members and their related properties.

Application Import ‐ Direct Import into application to perform bulk updates that are needed only by a single application.needed only by a single application.

Import Format Simplification ‐ Fewer required sections in the dimension import format.

Profitability and Cost Management ‐ Support for the creation and deployment of the new Profitability application.


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EPMA Implementation Case The Finit Solutions SeriesEPMA Implementation CaseProject Overview

The client already had HFM and was performing metadata updates utilizing EPMA. It was a natural fit to use EPMA for a new Planning implementation which used several dimensions in common.

Data FlowUtilizing the batch client, scripted EPMA tasks were run on a scheduled basis.

MaintenanceAny hierarchy maintenance was performed once within EPMA and deployed to multiple applications through automated processes.


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Essbase Studio The Finit Solutions SeriesEssbase StudioStrengths and Use Case• Ability to load or push metadata into the different Essbase target cubes.• Supports several drill through options: relational databases URLs custom• Supports several drill‐through options: relational databases, URLs, custom

SQL, and Java methods. • Supports lineage of the metadata relationships, allowing users to follow

application lineages to their metadata components and through to the d t f hi h th ddata sources from which they were sourced.

Limitations• Only supports Essbase data and metadata.

D t t hi h l l d ill th h• Does not support high level drill‐through. • Young product. Introduced with System 11.Similarities to Other Integration Products

E b I t ti S i E b St di ill t ll l EIS• Essbase Integration Services. Essbase Studio will eventually replace EIS.Licensing / Other• Included as part of Essbase.• Essbase Studio provides a migration utility for EIS Models and


• Essbase Studio provides a migration utility for EIS Models and MetaOutlines into Studio.

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Essbase Studio View The Finit Solutions SeriesEssbase Studio View


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Essbase Integration Services (EIS)The Finit Solutions Series

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Strengths and Use Case• Ability to deploy Essbase cubes from relational data stores.• Updates both data and metadata of Essbase cubes.• Specifically valuable for client with Data Warehouses in place.• Allows for Drill Through and Hybrid Analysis.Limitations• Data mart design could get very complex depending on how ragged the

various dimensions are. • Not integrated with Shared Services• Not integrated with Shared Services.Similarities to Other Integration Products• Essbase Studio. EIS is getting incorporated into Essbase Studio as part of

merging Essbase Studio and Administration Servicesmerging Essbase Studio and Administration Services.Licensing / Other• Requires a License.• Essbase Studio provides a migration utility for EIS Models and


Essbase Studio provides a migration utility for EIS Models and MetaOutlines into Studio.

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EIS View The Finit Solutions SeriesEIS View


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Data Integration Management (DIM)The Finit Solutions Series

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Strengths and Use Case• Ability to load Hyperion metadata and financial and other data to Essbase,

l i dPlanning and HFM.• IT driven data or metadata load processing. Very powerful engine that can

process large volumes of data.LimitationsLimitations• DIM does not have a pre‐built web based user interface to map, validate

or load data or metadata.• Validations and logging items may need to be custom built (i.e. log data gg g y ( g

load errors in a text file).Similarities to Other Integration Products• Most similar to ODI, HAL.• FDM for financial data, though typically a different use (Finance vs. IT).Licensing / Other• DIM does require a license if used with Hyperion products.


• Informatica is an independent company not owned by Oracle.

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DIM Planning Metadata AdapterThe Finit Solutions Series

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Components used to create a DIM process to update Planning MetadataComponents used to create a DIM process to update Planning Metadata• PowerCenter Designer – Build the Source and Build the Target• PowerCenter Designer – Mapping• PowerCenter Workflow Manager – Task and Work Flow


• Execute Workflow

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DIM Implementation Case The Finit Solutions SeriesDIM Implementation CaseProject Overview

DIM’s Hyperion Planning Adapter was used in its most simple form. The client yp g p pprovided a preprocessed relational view in the proper format.

Data FlowThis client had a Financial Data Warehouse running on Oracle In the dataThis client had a Financial Data Warehouse running on Oracle. In the data warehouse a view was created to transform the metadata into parent child format. DIM was used to pull the data using the view in the data warehouse and loading the Planning metadataand loading the Planning metadata.

MaintenanceValidations of metadata and data were performed while populating the data

h bl f ll d d f h l d d dwarehouse tables specifically designed for the Planning data and metadata. No maintenance was required at the DIM level.

Automation of metadata and data loads throughout the solution were li h d b i “ d li d i ” bi i


accomplished by using a “command line and MAXL scripts” combination.

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Hyperion Application Link (HAL)The Finit Solutions Series

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• HAL was Hyperion’s tool that provided financial and other data and metadata load capabilities (similar to ODI and DIM).

• HAL is conceptually similar to ODI and DIM in that it is workflow based and that the workflow is not pre‐built but rather needs to be set up.

• HAL did have a mapping tool, Translation Manager, to allow for mapping to take place between source and Hyperion targets.

• HAL was an OEM product for Hyperion, developed by Vignette.• HAL was discontinued in June 2010 meaning the product is no

longer supported and Oracle tech support will not take any calls on it.

• Finit Solutions is able to migrate complex HAL integrations to the products of choice.


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Essbase / Planning Native ToolsThe Finit Solutions Series

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Strengths and Use Case• Does not require any additional products to be installed.• Depending on the system, they can be more robust than other tools.Limitations• Metadata maintenance must be performed separately in each product’s tool.• Metadata must be performed within a tool on an application by application

basis. • Limited versioning and audit capabilities.• Most classic modes are client based (Planning is an exception)• Most classic modes are client based (Planning is an exception).Similarities to Other Integration Products• Similar to DRM / EPMA in the ability to manage metadata attributes and

hierarchies and ability to load metadata in the applicationhierarchies and ability to load metadata in the application.Licensing / Other• All native tools are included in the base product licensing.


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Native Tools Usage The Finit Solutions SeriesNative Tools Usage• Essbase

EAS– EAS

– Dimension Build Rules

– Data Loads (With or Without Data Load Rules)( )

– Lock and send via Excel Add‐In

– MaxL

– EssCmd

• Planning– Web based Dimension Management

– Outline Load Utility



DemonstrationDemonstration



Questions & AnswersQuestions & Answers



Future Webinars and Contact Information


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Th Fi it S l ti S iUpcoming Webinars


Getting the Most out of HFM: Web Data Form Tips and Tricks

On September 15, you will learn about the pros and cons of using HFM web data forms

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versus other methods of getting data into HFM, such as data loads, journals, Smart View, and data grids. We will also discuss ways in which data entered via web data forms can be ‘protected’ during iterative trial balance data loads, so that the data entered via web data forms is not erased when loading a trial balance data file in ‘Replace’ modedata forms is not erased when loading a trial balance data file in Replace mode.

During this webinar, you will also learn some of the more advanced design, formatting, and functions for web data forms, including:

SCalcs– SCalcs

– Dimension / member overrides

– Colors / fonts / general formatting

Dynamic row expansion– Dynamic row expansion

– Exporting / importing from Excel

– Opening web data forms in Smart View


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

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Th Fi it S l ti S iFinit Contacts


Q ti ?Cindy Eichner

Questions? [email protected]

302.834.8722

Email us for aEd DeLise

[email protected]

678.296.3611

copy of the slides or

l k h d

Joe Mizerk

[email protected]

link to the recording. 919.349.5029

[email protected]


Download - Finit solutions integrating with essbase and planning

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