Shreeram Sharma

HYPERION OVERVIEW

Hyperion is a BI & BPM tool.

Functions: Planning, Consolidation,

reporting, analysis etc.

Introduction to Hyperion

Hyperion Architecture Hyperion

Hyperion BI+

Reporting

Hyperion BI+

Application

Hyperion BI+ Data

Management

HFM (Hyperion Financial

Management)

HSF (Hyperion Strategic Financial)

Hyperion Planning

HPM (Hyperion

Performance Managemen

t)

MDM (Maser Data

Management) FDQM

(Financial Query Data

Management)

HAL (Hyperion Application

Link)

DIM (Data Integrated Managem

ent)

Hyperion Essbase

Analyzer Reports

Interacting Reports

Production Reporting

3

4

OLTP ( Online Transactional Processing)

OLAP ( Online Analytical Processing)

Transactional Processing Query Processing

Time Sensitive History Oriented

Operator View Manager View

Organized by Transactions ( order, input)

Organized by subject (customer, product)

Relatively small database Large database

Many concurrent users Relatively few users

Volatile Non-Volatile

Store all data Store relevant data ( high cost)

Non-Flexible Flexible

Hyperion Essbase

Multidimensional database

OLAP server, an analytic platform for

reporting, analysis, modeling and planning.

ESSBASE

Multidimensional Viewing and Analysis

Sales Slice of the Database

                                                                                 

TerminologiesFactDimensionsDimension HierarchyMembers

Example: Year (Dimension)

QtrMonth Members ()

Day

Dimension Hierarchy

7

Creating the database

Dimensional Building

Data loading

Performing the calculation

Generating the reports

Server support (on going support)

LIFE CYCLE OF ESSBASE

Outline Tree structure for dimensional hierarchy

Components:DimensionDimension HierarchyMembersAlias, UDA’s, Attributes, Member formulae etc.

Example:Year (Dimension)

Qtr

Month (Members)

Day

(Dimension Hierarchy)

9

DimensionDenseSparse

Types Standard Dimension ( Store

data)AccountTimeCountryGeneral/NoneAttribute ( Store characteristics;

at max 14 attribute can be there.)

Member PropertiesConsolidation Operators ( +, – , *, /, %, ^, ~)UDA’sAliasData Storage

Store onlyDynamic CalcDynamic Calc and storeShared memberNever ShareLabel only

Attributes

11

ParentChildSiblingAncestorsDescendantsRootLeafGenerationLevel

Outline Member Descriptors

Dynamic Time Series

HTD

YTD

PTD

QTD

MTD

WTD

DTD

Time Dimension - Properties

Accounts Dimension – Properties

Expense Reporting Expenses – (Budget-Actual)Non-Expense – (Actual-Budget)

Time Balance PropertiesTB NoneTB FirstTB LastTB Avg.

Skip Property ( # MISSING and zero’s)

Two Pass calculation (e.g.: profit%)

14

Dimensional Building Methods• Manually• Dynamically ( using rule files)

• Generation Reference Method• Level Reference Method• Parent child Method

• Essbase Integration Services (EIS)• Essbase Studio• Automation using Maxl• Type of Data Sources:• RDBMS• Flat Files

15

Building Dimension – using Rule File

Create a rule file

Open data source

Set the delimiter

Define the fields

Set the build method

Validate, save and close the rule file

Load the data

* Check outline association

16

Data Loading Methods Manual Data Loading Data Loading with Esscmd/MaxL.

Free Form ( Specific Format , at least 1 member association)

Rules Files Excel Lock & Send Loading Data using EIS Essbase Studio. ODI MaxL

17

Essbase Integration Services Transfer data from data source to Essbase Understands star Schema Generates SQL queries Work flow:

Steps: Build model Build hierarchy (OLAP Metaoutline) Load Metadata Load data

* Drill through reports (HOLAP) generated via EIS.

Data Source

OLAP Model

OLAP Metaoutline

Essbase

18

Essbase StudioEssbase Studio = EIS+EASSteps:

Data source Connection.Mini SchemaHierarchy(Dimension)Hierarchy (Measure)Cube SchemaCube Deployment

19

Calculation of Data

• 3 ways to perform calculation:

• Unary /Consolidation Operators

• Member Formulas

• Calculation Scripts.

• Consists of three parts.

• Housekeeping

• Roll-up

• Member Formulas

20

FIX v/s IFFIX:

FIX is Index drivenEvaluated w/o bringing all the data blocks into

memory, brings only the required blocks.E.g.: FIX (“NY”)… ENDFIX.Applied to Sparse Dimensions.

IF:All the blocks are brought into memory.Applied to Dense Dimensions.

21

•Data Analysis using Excel add-in

• Connect/Disconnect• Retrieve• Lock and send• Zoom in / Zoom out• Keep only/ remove only• Pivot • Navigate without data• LRO• Query designer• Visualize and explore• Member selection• Flashback

• 22

Report ScriptsReport script is a way of retrieving data from

Essbase.It is used to extract data from one cube and

load into another cube.Format:

<Page (.,.,.) ----- (< – extract command)<Column (.,.,.)<Row (.,.,.)! – bang command{ } – formatting command

Report Editor Report extractor Report Viewer

Extension : .rep23

MDXMultidimensional Expressions – MDXFocuses on Data Retrieval.Format:

Select AxesFrom CubeWhere Slicer

Sets and TuplesIIF conditionE.g.: Select {(Qtr1..Qtr4)} on columns

{(NY, USA, John), (Cal, USA, John)} on rowsFrom cube name

24

MaxL MaxL SQL (DDL) Steps:

Login to server Log all details into some text file Start application and db Disable Connect Kill all sessions Load Meta Data Load Data Enable Connect Logout

E.g.. Import database “dbname” data from data_file “ filename”

25

Controlling AccessNative ModeShared Services.

http://hyperion1:28080/interpop/

Externalize:EAS Application Security Externalize user

26

ASOTypes of Data Loading:

Complete Data LoadIncremental Data Load.

Steps for data loading:Initialize BufferLoad Data into BufferLoad data from buffer to Cube / SlicesMerge all slices

27

Basis Aggregate Storage option (ASO)

Block Storage option (BSO)

Aggregation Calculation time

Less More

Write back Not supported Supported

What-if Analysis or allocation

Not supported What-if analysis and allocation possible

Scripts MDX Calc script and MDX

Storage space

Less storage space More storage space

Member formulae

Not possible Possible

Data storage

Large amount of data Relatively small amount of data

Sparse/Dense

Sparse dimensions Both dense and sparse dimensions

28

Optimization TechniquesModel AnalysisHourly Glass modelEvaluate Dense / Sparse settingsSystem TuningCache Setting Optimize Data LoadsOptimize RetrievalsOptimize CalculationsDefragmentationPartition

29

PlanningOverview

Hyperion Planning is a Web-based, multi-tiered budget and planning solution built on Hyperion Essbase OLAP Server.

Hyperion Planning is a comprehensive approach for the complete and closed-loop planning process that drives continuous business improvement.

Hyperion Planning offers an efficient and optimized budget planning process to all levels within an organization. All decision makers and line-level managers can communicate together giving them the ability to make budget plans relevant and useful.

What is Hyperion Planning?

High processing time due to lack of strategic guidance and missing link between financial and operational plans” (limited flexibility – ability to react)Low plan accuracy (variance accuracy) due to inaccurate dataLimited level of detail for the budgetHigh number of Excel sheets that need maintenance”(versions / locations)Need to expand to: rolling forecasts, operational planning,

investment planning, bulk updates, pre-built depreciation calculations, version control

Challenges that Planners Face include:

End Users are friendly with handy tool like Spread sheet.

But for budgeting, planning and forecasting when you have to deal with hundreds of such spread sheet this leads difficulty in control and orchestrate.

At that time Hyperion planning comes in picture which is capable to handle many iterations; distribute the planning process among many users.

Need of planning

Ensure AccuracyReduce Budgeting timeAlign the organizationAddress finance needs quicklyMaximize modeling capabilitiesGain mass user acceptanceReduce implementation

Benefits of Planning

Planning Cycle

Hyperion Planning Budgeting Process

The Hyperion Planning Process lets users track the progress of a budget from any level in the organization using a Web-based client.

FirstPass

Under Review

(Not)Signed

Off

Approved

Planning Process Options

With the Hyperion’s Planning Process users can:

Approve a planning unit from any process state

Track the approval path independently

Add annotations and comments at each pass through the review process

Identify accountability through ownership

Audit information through annotations and process status

Not Started First PassUnder Review

Signed Off Approved

Not SignedOff

Start

Exclude

Promote Sign-off Promote

Promote

Sign-off Reject

Approve

Approve

Hyperion Planning Process

Application Link

Hyperion Planning Multi-tier Architecture

Relational

Essbase

Web ClientExcel Add-In

Data Tier Middle TierClient Tier

Business Rules

Desktop Admin

Hyperion Reports

Classic Methodhttp://hyperion1:8300/hyperionplanning/

appwizard.jspEPM Application + workspace ( only one

interface for all planning activation, data file is ads format).Component of EPMA

Dimension libraryApplication libraryData synchronization moduleWorkspaceTask listsecurity

Planning Application Creation

Period (Time)YearScenarioVersionEntityAccount For multicurrency

Hsp_rates4 custom dimension can be added

Required Dimesnion of Planning

Creating application structuresLoading Meta-data ( Manual & EPMA)Loading the data and calculating the

databaseSetting up securityDesigning data formsAdding business rulesManaging the planning process.

Life Cycle of Planning

Creating application ( 10 % of total work)Loading data (10 %)Managing users (10 %)Design data forms (10 %)Creating reports (40 %)Defining business rules (10%)Application backup(5 %)Managing and monitoring planning server

health (5%)

Devloper (one time job)

Essbase and planning differnce Time balnced propetiesEssbase

TB firstTB lastTB averageNone

PlanningFirstBalanceAverage-Flow (Sum of all

child)Actual 365 weightActual Actual weight

There are three Plan type databasePlan 1Plan 2Plan 3

Workforce Capex

Plan Database

Special-purpose planning moduleFocused upon headcount, salary, and

compensation planning Pre-built functionality (metadata, calculations)

and best practices incorporated in the applicationSimplifies the planning of workforce and

workforce related expenses, such as bonuses, fringe benefits, overtime and merit increases.

Seamlessly links workforce expense plans into Oracle Hyperion Planning, to deliver accurate and real-time awareness of the business impact of your workforce decisions on your overall expense plans.

Workforce planning

Specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance

Includes pre-built functionality and best practices that easily plan for all your capital expenses.

Directly linked to Oracle Hyperion Planning, so you can immediately assess the impact of your capital expenses on your overall expenses and financial statements

Capex Planning

Workspace• Workspace is

the common portal for all Oracle Hyperion Applications.

• BI+ repository contains different reporting objects (Financial reports, Dashboards, etc

End User Task listTask

lists detail current status and steps needed to complete the different processes.

Task list cont.

Webforms• Web forms

provide a consistent, web-based data entry input.

• Web forms can be opened in Smart View in Excel.

• Calculations can be launched from forms.

Webform cont..• Data can be

adjusted (increase / decrease by amount, percent) and spread.

• Check totals to targets can provide feedback.

Webform through smartview• Users can

input, adjust, edit and submit their financial data via Smart View in Microsoft Excel.

• Form can be taken ‘offline’ and input.

Supporting detail Supporti

ng detail can provide textual information behind assumptions, changes or data elements.

Multi step calculationSame as calculation scriptGraphical representationB.R. can be associated with run time promptB.R. stored in central location so locating and

upgrading is easier.Just design the graphical interface and its

calculation script is written.

Business rule

User authenticationTask authenticationObject authenticationData authenticationExporting and Importing security

ImportImport security “planning app.admin” password

ExportExport security /A=planningapp./u=admin

Secuirty in PLanning

If you want upgrade a planning version.Export all the security and data form and

application using XML export.Upgrade the version of planningThen import back these XML files.

Upgrading Planning

REPORTING TOOL OVERVIEW

Workspace Thin client : DHTMLBasic analysisClient uses interface so no installation100% running on the server

Web client studio Java appletAdvance analysisSecurity issue as java applet is know for bugs

Data base connection for web analysis is created in workspace

http://Hyperion1:19000/WebAnalysis/LogOn.jsp

Desining Web analysis

Hyperion Web Analysis provides a highly scalable dashboard tool that can be accessed either directly from the web or through the Oracle Hyperion Workspace.  Key benefits of Hyperion Web Analysis include:

Rapid DevelopmentNo codeDrag and drop development

Personalized views controlled through a centralized security model

Data is exportable to Microsoft Office (Excel, Word & PowerPoint)

Web analysis

KPI (key performance Indicator)Cell textSave user POVAdd URL (smart cut)Drilling up/down/through/acrossSort top/bottomRestrict dataCalculation simple arithmetic only.

Advance analysis

Web anaylsis

Web Analysis dashboards for ad-hoc, dashboard analysis.

Unlike web analysis Data connection can be done in F.R. studio or workspace.

When you copy data points the inter connection of all dimension is considered

With planning connection you can get data form RDBMS also which is not applicable to Essbase.

Financial reporting

F.R. Financial

Reporting for highly formatted presentation style reports.

Easily-formatted/ high-quality Report automation User control Rapid report creation Reusable content .Multiple source applications 

Benifits

Differnce between Web Analysis and F.R.Web Analysis

 Highly graphicalWeb based analysis

tool more suited to dashboards, pin boards etc with slice and dice capability.

Web Analysis is more for Online Interactive Analysis. Does not really have a strong printing output feature.

F.R. Perfect for

producing standardized monthly reporting such as P&L, balance sheets etc.

Highly formatted.Print well in PDF

format.