finit solutions epma_hfm_managingmetadata_201403

www.finitsolutions.com

Getting the Most out of EPM:HFM: Managing Metadata: EPMA versus Classic

March 21, 2014Greg Barrett ([email protected])

Christine Ong-Estrada ([email protected])

http://www.finitsolutions.com/

www.finitsolutions.com- 2 -

Finit Overview

About Finit– In business over 11 years: Company

founded in July 2002.

– 60+ employees in 20+ states (mostly East Coast, South, and Midwest)

– 80+ HFM Clients

– Recognized as the Market Leader in ARM/FCM

– Recognized as the World Leader in FDM Project Work and FDM Customizations

– 50+ Planning / Essbase Clients

– Finit has managed many of the largest EPM projects in the U.S.

– Our employees are generally CPA’s, MBA’s, and have extensive Product and Financial Reporting Backgrounds

Implementation Services– Full cycle implementations

– Infrastructure and Data Services

– Project / Program Management

– Product Upgrades

– Redesign / Enhancements

Dedicated Support – Finit Answers– Access to Hyperion SME’s (Dedicated support team

and guaranteed response times)

– Customer Service Focus

– Flexible Time and Material support packages with a ‘Pay as you Go’ option

– Technical and Admin / Functional Support

– Contact Greg Barrett ([email protected]) for info


mailto:[email protected]

www.finitsolutions.com

Finit Solutions Introduction

Finit as a company: Who we are….Why? How?



We believe in making and delivering personalized financial reporting solutions and experiences for others.

Making Solutions with Personalized Experiences

We value craftsmanship, authenticity and solution making

We believe in listening, questioning and analyzing the issues and wishes of those we work with.

We look to build relationships, not as company to company but person to person.

We are honestly aligned to the cause of those we work with.

We are Makers and Doers who roll up their sleeves and dig in.

WHY is Finit Here?



Running Finit like a FamilyFinit has no debt or external owners.

This lets us keep focused on the customer in all cases as Finit’s goal is not to maximize profit but maximize the value we add to clients.

All owners are involved in the business.

We do not use contractors, employees only.

Finit’s compensation model is based upon client satisfaction with consultant’s work, not utilization / chargeability.

HOW do we achieve our beliefs?



Below are Finit’s core values

These are the same values we ask you to provide consultant feedback on

Finit Values



Our values, culture and approach to becoming a trusted advisor to clients has led to 100%

customer success for every Finit client (200+ and counting) and for every Oracle Hyperion

project (over 350+ and counting).

Finit’s Client Service



•

Some Finit Clients


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Question and Answer



About the Presenter

Christine Ong-Estrada

([email protected])

• Former Enterprise and HFM administrator

• More than 10 years of Hyperion products experience

• HFM, FDM, EPMA, LCM, Financial Reporting

• HFM Project Lead

• 10 years of HFM build and implementation experience

• Worked on mostly Fortune 500 HFM Builds

• Based in Austin, TX




Introduction to EPMA Metadata Management

EPMA versus Classic Comparison

Pros an Cons of each tool

Transforming Classic to EPMA

Synchronizing Metadata with LCM

Q and A

Agenda



Enterprise Performance Management Architect

Feature of Foundation Services

Integrates with: HFM

Planning

Essbase

Profitability and Cost Management

Data Relationship Management

Enables administrators to create, manage, and deploy Hyperion applications within one interface.

Consists of different modules

What is EPMA?



A centralized location to manage dimensions and dimension properties.

Used to:

Create dimension import profiles

Add, delete, and modify dimension members in the Shared Library or directly in applications

Modify dimension and member properties in the Shared Library or directly in applications

Dimension Library



A summary of applications that have been created and/or deployed.

Used to:

Create and manage applications in one centralized location

Deploy applications

Migrate applications to different servers within the same environment

Diagnositcs

Compare (to Shared Library or to Deployed Application)

Duplicate Application (EPMA and Deployed Application)

Application Library



Data Synchronization Enables data synchronization between or within Hyperion applications.

Create data mappings for reuse.

Create flat file and interface table mappings to import data into Hyperion applications.

Calculation Manager Enables you to create, validate, and deploy business rules and business rule sets.

Transform Classic to EPM Architect Enables transformations of applications managed in Classic Financial Management to EPMA.

Library Job Console Provides a summary, including status, of Dimension Library and application processes (including

imports, deployments, and data synchronizations).

Configure Interface Data Sources For use of interface table to import metadata

Other Modules



Classic

Creating an HFM Application



EPMA


Application Library >

< Auto Create Local Dimensions

Define Customs >



EPMA


Populate Calendar Dimensions >

Set Up Rate Accounts >

Define Application Settings >



Dimensions

Note: EPMA application is not the same as HFM application



Dimension Association



Classic Desktop Client (Metadata Manager)

Excel Macros / Text Files (.app or xml)

EPMA Desktop Client (Metadata Manager)

EPMA File Generator

Dimension Library

LCM (.lcmext, ads)

Excel Macros / Text Files (.ads)

Managing Metadata



Methods of Loading Metadata

Classic

Desktop Client




Classic

Web Client




EPMA

Dimension Library Shared Services

- Import Profile - LifeCycle Management (LCM)



Sharing Metadata

EPMA CLASSIC

Shared Library Extract and Load to another App



Comparing Metadata

EPMA CLASSIC

Compare to Shared Library or Deployed Application

Text editor to compare extracts



Logging – Metadata Changes

EPMA CLASSIC

Transaction Log No equivalent

Transaction log of metadata changes are downloaded in excel format.

Logs time, date, username, type of changes made in the dimension library.



Logging – Process

EPMA CLASSIC

Job Console No equivalent



Renaming Members

EPMA CLASSIC

Retains data Extract data - rename member – edit extracted data file – reload data file



Exclude Members

EPMA CLASSIC

Can exclude member/s from Shared Library and deploy application

Delete member



Reordering Children

EPMA CLASSIC

Sort Members (Ascending/Descending)Cut and PasteReorder Children

Drag and DropCut and pasteManually move up and down (arrows)



Default Parent

EPMA CLASSIC

Automatically Updated – no need to specify

Specify default parent or leave blank when member is moved



Copy Application

EPMA CLASSIC

Duplicate Application (copy EPMA application) – Application Library (Admin)Duplicate Application as Deployed –Application Library (Admin)Copy App Utility (IT)

Copy App Utility (IT)



Metadata File Back-up

EPMA CLASSIC

Use LCMEPMA File Generator- Will need to set up automated back up process. (IT)

Save app or xml file in local or network drive

Extract full application text file

(.ads)



Diagnostics

EPMA CLASSIC

Tests common issues with EPMA application or process state

No equivalent




Copy Classic Application

Basic Transformation Steps




Register Application with Shared Services




Provision user as Application Administrator




Transform Classic to EPM Architect



Lifecycle Management• LCM provides a consistent way to migrate an application, a

repository, or individual artifacts between applications or across environments.

• Lifecycle Management enables users to export artifacts to the file system, edit them, and then re-import them.

• Tasks can be automated via integration with work flows.

• Integrated applications: HFM, Essbase (ASO & BSO), Planning

• Not currently integrated: DRM, EIS, FDM, HSFM



Lifecycle ManagementDestination: File System

LCM



HFM ArtifactsDestination : HFM application or File System

LCM



Lifecycle ManagementSave as same file format before Importing after Edit.

Shared Services = .csv

EPMA artifact - .lcmext

LCM



Lifecycle Management

LCM



ADS Export Format

Can be re-imported

Can be used in an existing import profile

Can be used to create a new import profile

Can be used with shared and local libraries

LCM – ADS Format



Copy contents to Excel

Text to Columns

Add Formula

Copy contents to Text

LCM – Editing in Excel



Questions?

Email us for a

copy of the slides or

link to the recording.

Thank you for attending!

- > Christine Ong-Estrada

([email protected])

- > [email protected]

- > General Questions Greg Barrett

([email protected])

Joe Mizerk ([email protected])



