finit solutions getting the most out of essbase overview of essbase 11.1.2

The Finit Solutions Series

Getting the Most out of Essbase: ssbase:Overview of Essbase 11.1.2

November 17 2010November 17, 2010

Presented by Mike Pera

www.finitsolutions.comwww.finitsolutions.com


Ab t Fi it S l tiAbout Finit Solutions


Th Fi it S l ti S i

Getting the Most out of Essbase: Overview of Essbase 11.1.2

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:

Finit Introduction

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)

– Smart View

– Web Analysis

– Essbase Excel Add‐in

www.finitsolutions.com‐ 3 ‐

Other (EPMA, ERPi, etc)

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Interesting Facts About FinitThe Finit Solutions Series

g• Finit has been recognized by Inc. Magazine in 2008, 2009, and 2010 as one of the top 500

fastest growing private IT Services companies in the United States. Finit has also been recognized for three years straight as one of the top 100 fastest growing privaterecognized for three years straight as one of the top 100 fastest growing private companies in the greater Philadelphia area.

• Finit sits on the Oracle Customer Advisory Boards (CABs) for Hyperion Financial Management (HFM), Hyperion Financial Quality Management (FDM), Hyperion Planning, and Hyperion Enterprise. The CABs are invitation‐only groups of Oracle Hyperion customers and consulting partners that meet with Oracle product development and strategy teams to discuss new functionality current issues and product roadmapsstrategy teams to discuss new functionality, current issues and product roadmaps.

• Finit is extremely active in the Oracle Applications User Group (OAUG ). Rob Cybulski, co‐founder of Finit, is the HFM domain lead for the OAUG ‘s Special Interest Group. Jay

h d l d f h ‘ lHampton, partner at Finit, is the FDM domain lead for the OAUG ‘s Special Interest Group

• Finit is an Oracle Platinum Partner. This is the highest level of partnership with Oracle that a consulting partner can attain.


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Th Fi it S l ti S iFinit’s Client Service The Finit Solutions SeriesThe Finit Solutions Series

W t k li t i i l

Finit s Client Service

We take client service very seriously.

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

(approximately 130.)


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Th Fi it S l ti S iSome Finit Clients The Finit Solutions SeriesThe Finit Solutions SeriesSome Finit Clients


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About the presenter The Finit Solutions SeriesAbout the presenter

Mike PeraMike [email protected]

• Essbase Certified Consultant

• Planning Certified Consultant

•Has been designing and g gimplementing Hyperion tools for over 8 years

• Specializes in Essbase and• Specializes in Essbase and Planning implementations, enhancements, performance tuning and conversions


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Th Fi it S l ti S iHow to Ask a Question The Finit Solutions SeriesThe Finit Solutions SeriesHow to Ask a Question


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Th Fi it S l ti S iEssbase Enhancements by Version

The Finit Solutions SeriesThe Finit Solutions Series

Version 7.x System 9.x Fusion 11.1.1.x

y

Aggregate Storage Option ASO Incremental Data Load ASO Incremental Data Clears

Many Members DATAEXPORT Calc Command Lifecycle Management

Many Dimensions Export level 0 data from ASO Varying AttributesMany Dimensions Export level 0 data from ASO Varying Attributes

Aggregates in Minutes Duplicate Member Names Backup Strategy

ASO Outline changes would clear all data

Restructure ASO outlineswithout clearing data

Multiple SQL Data Loads in Parallel to ASOclear all data without clearing data Parallel to ASO


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Th Fi it S l ti S iEssbase 11 1 2 New Features The Finit Solutions SeriesThe Finit Solutions Series

• EPM System Security for Users and Groups

l l

Essbase 11.1.2 New Features

• Custom Calculations on Aggregate Storage Databases

• Allocations on Aggregate Storage Databases

• Dynamic Write‐back to Blocks During Calculationy g

• IPv6 Support

• OCI Support• OCI Support


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d f l bl

Essbase 11.1.2 New Features

• Increased Limit for Alias Tables

• Multiple Language Code Support for Alias Tables

• Increased Length for User, Group, and Filter Names

• Numerous other enhancements


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New essbase.cfg Configuration Settings

AGENTLEASEEXPIRATIONTIME

AGENTLEASEMAXTRETRYCOUNT

Essbase 11.1.2 New FeaturesNew Calculation Functions

@BETWEEN@EQUAL@

AGENTLEASERENEWALTIME

ASOSAMPLESIZEPERCENT

DIMBUILDERRORLIMIT

FAILOVERMODE

@EXPAND@ISATTRIBUTE@ISMBRWITHATTR@LIKE@MBRCOMPAREFAILOVERMODE

FILELOCKINGMODE

PERSISTUSERATLOGIN

PRELOADUDANAMESPACE

RTDEPCALCOPTIMIZE

@@MBRPARENT@NOTEQUAL@RETURN@XWRITE

RTDEPCALCOPTIMIZE

SERVERLEASEEXPIRATIONTIME

SERVERLEASEMAXRETRYCOUNT

SERVERLEASERENEWALTIME

XOLAPSCHEMAVERIFICATION

XOLAPMAXNUMCONNECTION

XOLAPSQLIDLEPERIOD

XOLAPENABLEHEURISTICS


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Th Fi it S l ti S iASO Custom Calculations The Finit Solutions SeriesThe Finit Solutions Series

• Can only update level 0 cells

d

ASO Custom Calculations

• Expressed in MDX

• Executed via Maxl only (by calling .csc file)

• Can be useful when the database is used for– General ledger reporting, where double‐entryGeneral ledger reporting, where double entry accounting is in effect.

– Debit items, such as assets and expenses, must , p ,balance with credit items, such as equity and revenue


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Th Fi it S l ti S iASO Custom Calculations The Finit Solutions SeriesThe Finit Solutions Series

• Required ComponentsC l l i S i

ASO Custom Calculations

– Calculation Script

– POV (point of view)

– Source Region

• Optional Components– Target

– Offset

– Credit and Debit members


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Th Fi it S l ti S iASO Custom Calculations The Finit Solutions SeriesThe Finit Solutions SeriesASO Custom Calculations

ASO CustomASO Custom

Calculation Demo


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Th Fi it S l ti S iASO Allocations The Finit Solutions SeriesThe Finit Solutions Series

• Can only update level 0 cells

d

ASO Allocations

• Expressed in MDX

• Executed via Maxl only (no .csc file necessary)

• Can allocate source amount to a target proportionately, based on a given basis or spread p p y, g pevenly to the target


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• Required ComponentsPOV ( i f i )

ASO Allocations

– POV (point of view)

– Amount

– Range

– Target

– Basis

– Allocation method


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• Optional ComponentsE l d d R

ASO Allocations

– Excluded Range

– Amount Context

– Amount time span

– Zero amount options

– Basis time span

– Zero basis options

– Negative basis options

– Target time span


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Th Fi it S l ti S iASO Allocations The Finit Solutions SeriesThe Finit Solutions SeriesASO Allocations

ASO AllocationsASO Allocations

Demo



Q ti & AQuestions & Answers



Future Webinars and Contact Information


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Th Fi it S l ti S iUpcoming Webinars The Finit Solutions SeriesThe Finit Solutions Series

Getting the Most out of HFM: Process Management and Phased S b i i

Upcoming Webinars

SubmissionsOn December 15, you will learn about process management and phased submissions in HFM. This webinar will include demonstrations of set‐up and functionality.

Getting the Most out of Financial Reporting: Tips and Tricks O J 12 h ill l i d i k f ki f ll d fOn January 12th, you will learn tips and tricks for taking full advantage of Financial Reporting’s features and functionality. There will also be demonstrations of more complex and less known features.

To register, or to view past sessions, go to:

www.finitsolutions.com/Insights_Webcast.html


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Th Fi it S l ti S iFinit Contacts The Finit Solutions SeriesThe Finit Solutions Series

Q ti ?

Finit Contacts

Mike Pera

Questions? [email protected]

908.752.5465

Email or call for the:– Slides

Ed DeLise

[email protected]

678.296.3611Slides

– Script

– Recording

Joe Mizerk

[email protected]

[email protected]


finit solutions getting the most out of essbase overview of essbase 11.1.2

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overview of essbase

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essbase certified consultant

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