essbase and hfm, a real-world guide to extended · pdf fileessbase and hfm, a real-world guide...
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Essbase and HFMA Real-World Guide to Extended Analytics and
Essbase Analytics Link
Brian MarshallUS-Analytics
AGENDA
l Introductionl Why are we doing this?l Why is this so difficult?l What is Extended Analytics?l EA Implementation Challengesl What is Essbase Analytics Link?l EAL Implementation Challengesl So which should I pick?l Q&A
Introduction – About Brian Marshall
l 10+ Years IT and EPM/BI Experiencel Began career as a software and database developer at a small software firm.
l Developed specialization in Microsoft BI offerings.
l Focused on Oracle EPM, primarily Hyperion Essbase and Planning, with some HFM.
l Presented at Kaleidoscope 2010-2014 and various regional events.
Introduction – About US-Analytics
“Focused and Committed”l Dallas-based Industry Leaders, Pioneers and Trustworthy for 13 yearsl Focused on enterprise performance management applicationsl Over 50 professionals dedicated to EPM and BIl Oracle Platinum Partner and Oracle BI Pillar Partnerl Oracle’s highest level of partnershipl Advanced degrees and certifications (CPAs, CMAs, MBAs)l Seasoned Infrastructure practice: 400+ installations/migrations l Unique blend of deep technical expertise and business acumen with hundreds of implementation cycles, driven towards a results-oriented, customer ROI
l Strong project leadership & proactive account managementl Corporate culture of integrity with 100% customer commitmentl Full Service Solution Provider
About the Demo
l Extended Analytics is 11.1.2.3l Essbase Analytics Link is 11.1.2.2 (there is not 11.1.2.3…yet)
l To ignore HFM, but still get the data.l HFM licenses are not cheap.l The use of Essbase reduces load on the HFM server.
l Planning and Essbase applications need actual data.
Why are we doing this?
l HFM and Essbase store data completely differently.
l HFM applies eliminations and adjustments at upper levels.
l Meta-Data is difficult without Meta-Data management.
Why is this so difficult?
l Relational extract of HFM data into a star schema.
l Included with any HFM license.l Managed via Workspace.l Three Extraction Types:● Standard● Essbase● Data Warehouse
What is Extended Analytics?
l Meta-Data is virtually useless.l Automation can require use of the API or Star Command Center.
l Requires a relational database and possible a DBA.
Extended Analytics Challenges
l EA is definitely free.l EA just works.l If you are on 11.1.2.3…its actually supported.l Everyone already uses it anyway, so if you have questions, there are plenty of answers out there.
l While a DBA may be necessary up front, generally once the build is complete, maintenance is easy.
Extended Analytics Benefits
l Essbase Analytics Link provides several mechanisms for extracting data from HFM● Transparent Essbase Partition● Replicated Essbase Partition● RDBMS Data Extract
l Not just basic extraction, but mapping and translation● Mapping tables in data store
What is Essbase Analytics Link?
l Meta-Data is less useless, but still not great.l May still require a relational database and possibly a DBA.
l Automation options require PowerShell scripting.
l EAL is definitely not free.l EAL is not technically supported on 11.1.2.3…yet.
Essbase Analytics Link Challenges
l Can be easily administered by any Essbase admin.
l Can be as simple or as complex as you would like.
l Excellent at simple replication of HFM.
Essbase Analytics Link Benefits
l Configure a template.l Select a DSN.l Perform the extract.
EA – Getting Data out of HFM
l Multiple extracts● Base Data● Eliminations● Additional top-sides
EA – Getting upper levels out of HFM
l Data● Load rules with views into the HFM extract.● Stub members for upper level data like eliminations or top-side adjustments.
l Meta-Data● DRM is preferred.● EPMA is a back-up.● Parent-Child query back to the extract.
EA – Getting data into Essbase
l Transparent Partitions● Great if you just need to replicate HFM functionality● Provides near real-time updates of data on an easy to modify interval
● Not so great if you need to integrate the HFM data with anything else
EAL - Ways to Extract Data
l Replicated Partitions● Great if you need the data to physically live in Essbase
● Great for Essbase admins that don’t have access to a relational database or the knowledge necessary to maintain one
● Won’t provide real-time updates as quickly● Requires more complex scripts for scheduling (powershell)
EAL - Ways to Extract Data
l Relational Database● Great if you need to move the data to another Essbase database or another type of source altogether
● Again, won’t provide real-time updates as quickly● Again, requires more complex scripts for scheduling● Requires an additional RDBMS and the knowledge to use one
EAL - Ways to Extract Data
l Transparent partitions won’t really work for thisl Replicated partitions are great for Essbase-savvy users● Calc script exports are your friend
l Relational extracts are great for SQL-savvy users
l Data regions are very important
EAL - Integrating HFM Data
l Open discussion.
So Which Should I Pick?
Essbase Analytics Link Demo
Extended Analytics Demo
Q&A
l Open the HFM application.l Click Extract.l Click Data.
EA – Extract Data from HFM
l Select your POV.
EA – Extract Data from HFM
l Select your extract options
EA – Extract Data from HFM
HFM
Add an HFM Server: Add an HFM Application:
EAL - Essbase
Add an Essbase Server: Add an Essbase Application an Database:
EAL - DSS and Data StoreConfigure your DSS (you only need to do this once): Add a Data Store:
l Now you can finally create your actual bridge
EAL - Building Bridges
EAL - The Bridge – Summary
EAL - The Bridge – Data Synch
EAL - The Bridge – Properties
EAL - The Bridge – Target Grid Design
EAL - The Bridge – Essbase
EAL - The Bridge – Extract