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The Finit Solutions Series Getting the Most out of Integration: Essbase and Oracle Integration: Essbase and Oracle Hyperion Planning August 18 2010 August 18, 2010 Presented by Cindy Eichner www.finitsolutions.com www.finitsolutions.com

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  • The Finit Solutions Series

    GettingtheMostoutofIntegration: Essbase and OracleIntegration:EssbaseandOracleHyperionPlanning

    August 18 2010August18,2010

    PresentedbyCindyEichner

    www.finitsolutions.comwww.finitsolutions.com

  • The Finit Solutions Series

    Ab t Fi it S l tiAboutFinitSolutions

    www.finitsolutions.comwww.finitsolutions.com

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iFinitIntroduction

    The Finit Solutions SeriesThe Finit Solutions Series

    FinitSolutionsspecializesinconsultingservicesintheOracleHyperionEnterprisePerformanceManagementSolutionssuiteofproducts:

    Financial Consolidation FinancialManagement(HFM)

    Hyperion Enterprise

    Planning and Business Intelligence Planning

    Essbase HyperionEnterprise FinancialCloseManagement DisclosureManagement

    Essbase

    Integration FinancialDataQualityManagement

    (FDM)

    BI+ Reporting Tools FinancialReporting

    ( )

    OracleDataIntegrator(ODI) DataIntegrationManagement(DIM) Other (EPMA, ERPi, etc)

    Smartview WebAnalysis EssbaseExcelAddin

    www.finitsolutions.com 3

    Other(EPMA,ERPi,etc)

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    FinitsPlanning/Essbase&IntegrationExpertiseThe Finit Solutions Series

    Finits certifiedHyperionPlanningconsultantsdifferentiatethemselvesbycombiningadvancedproductknowledgewithbestpracticebudgetandforecastingexpertise.Wespecialize in finance owned Planning implementations in which we assist you withspecializein financeowned Planningimplementationsinwhichweassistyouwithimproving/streamliningthebudgetandforecastingprocesses.

    OurcertifiedEssbaseconsultantscombineproductexpertisewiththeirfinanceandaccountingbackgroundstodeliverefficient,highvalueapplicationsthatsolverelevantbusinessissuesformiddlemarketcompaniestosomeofthelargestcompaniesontheFortune500.OurEssbaseservicesincludenewimplementations,optimization,andapplication reviews / redesignapplicationreviews/redesign.

    Finit hasalonghistorywithdataintegration.OurcombinedexpertiseinOracleHyperiondataintegrationproductsaswellasouraccountingandfinancebasedbackgrounds

    bl d l l d h l d d l denableustodelivercompleteintegrationdesignsthatincludestrongdataqualityandvalidationchecks.Collectively,Finithasdesignedandimplementeddataintegrationsolutionsthathavesourceddatafrommorethan4,800sourcesystemsandareusedbyover5,000endusers.

    www.finitsolutions.com 4

    ,

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iFinitsClientService

    The Finit Solutions SeriesThe Finit Solutions Series

    W t k li t i i lWetakeclientserviceveryseriously.

    Ourclientserviceapproachhasledto100%customersatisfaction forevery Finitclientf y

    (125andcounting).

    www.finitsolutions.com 5

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iSomeFinitClients

    The Finit Solutions SeriesThe Finit Solutions Series

    www.finitsolutions.com 6

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iAboutthePresenter

    The Finit Solutions SeriesThe Finit Solutions Series

    CindyEichn[email protected]

    DirectorPlanning&BusinessIntelligence Over25yearsexperienceindelivering

    informationsystems Hasbeendesigningandimplementing

    Hyperiontoolsforover13years SpecializesinPlanningandEssbase

    implementations,enhancements,performancetuningandconversions

    OracleHyperionCertifiedConsultant

    www.finitsolutions.com 7

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iHowtoAskaQuestion

    The Finit Solutions SeriesThe Finit Solutions SeriesQ

    www.finitsolutions.com 8

  • The Finit Solutions Series

    P f th W biPurposeoftheWebinar

    www.finitsolutions.comwww.finitsolutions.com

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iPurposeofthisSession

    The Finit Solutions SeriesThe Finit Solutions Series

    Provideanintroductiontovariousdataandmetadataintegration options for Hyperion Planning and Essbase

    p

    integrationoptionsforHyperionPlanningandEssbase.

    Providefunctionalityinformationforeachproductrelated to data and metadatarelatedtodataandmetadata.

    Discussthevarioustoolsandsolutions. Go through the usage of the various integration tool Gothroughtheusageofthevariousintegrationtooloptions.

    Demonstrate some of the tools and observe first hand DemonstratesomeofthetoolsandobservefirsthandhowtheyareusedtointegratewithHyperionPlanningandEssbase.

    www.finitsolutions.com 10

  • The Finit Solutions Series

    IntegrationProductsforEssbase andEssbaseandOracleHyperionPlanning

    www.finitsolutions.comwww.finitsolutions.com

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    OracleHyperionIntegrationProductsThe Finit Solutions Series

    yp g

    FinancialDataQualityManagement(FDM)

    EnterprisePerformanceManagementArchitect

    ( )

    OracleDataIntegrator(ODI)

    (EPMA)

    EssbaseStudio

    DataRelationshipManagement(DRM)

    g ( )

    EssbaseIntegrationServices(EIS)

    Essbase/PlanningNativeTools

    g ( ) ( )

    DataIntegrationManagement(DIM)

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

    g ( )

    HyperionApplicationLink(HAL)

    www.finitsolutions.com 12

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

    ( )

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    OracleHyperionIntegrationProductsThe Finit Solutions Series

    Product Essbase Metadata Essbase Data PlanningMetadataFinancialDataQualityManagement(FDM)

    Noteasilyfeasible. FDMEssbaseAdapter,ASCIIorRelationalTable. Essbase

    NA

    DataLoadRuleoptional.

    OracleData Integrator(ODI) ODIEssbaseAdapter,ASCIIorRelationalTable.

    ODIEssbaseAdapter,ASCIIorRelationalTable.

    ODI PlanningAdapter.

    Data Relationship For loading metadata requires NA For loading metadata requiresDataRelationshipManagement(DRM)

    ForloadingmetadatarequiresanotherproductthatsupportsanEssbaseAdapterorEssbaseDimensionBuildRulewithASCIIfile/Relationaltable.

    NA Forloadingmetadatarequiresanotherproductthatsupports a PlanningAdapterorPlanningcommandlineutilitywithASCIIfile.

    EnterprisePerformanceManagementArchitect(EPMA)

    DirectConnectmethod. Allowsforthetransferofdataelementsacrossapplications.

    DirectConnectmethod.

    EssbaseStudio Data martsonastarschema.DirectConnect.

    Data martsonastarschema.DirectConnect.

    NA

    EssbaseIntegrationServices(EIS)

    Data martsonastarschema.DirectConnect.

    Data martsonastarschema.DirectConnect.

    NA

    DataIntegrationManagement(DIM)

    DIMEssbaseAdapter,ASCIIorRelationalTable.

    DIMEssbaseAdapter,ASCIIorRelationalTable.

    DIMPlanningAdapter.

    www.finitsolutions.com 13

    Native Tools ASCII,Excel,SQL. UsesDimensionBuildRulesormanualupdatesusingGUIfrontend.

    ASCII,Excel,SQL. UsesDataLoadRules.ExcelLock&Send.

    ASCII.UsescommandlineutilityormanualupdatesusingGUIfrontend.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    FinancialDataQualityManagement(FDM)The Finit Solutions Series

    Financial ata Quality Management (F M)StrengthsandUseCase PreBuiltinterface(workflow,mapping,logging). Validations are a key component (mapping data target system) Validationsareakeycomponent(mapping,data,targetsystem). Typicalusecaseisforfinancialandotherdataprocessingthatinvolves

    mappinginamultiuserenvironment. EssbaseadapterLimitations FDMcannotperformanyMetadatafunctions(loadmetadataormanage

    metadatahierarchies). FDMisnotasefficientwithverylargefilevolumes(millionsofrecords).SimilaritiestoOtherIntegrationProducts ODIandDIMwiththeirabilitytoloadfinancialandotherdata. Nosimilaritiesintermsofpresetenduserdrivendataandmappingworkflow.Licensing/Other FDMdoesrequirelicensing.

    www.finitsolutions.com 14

    FDMwasoriginallyUpStreamWebLinkandacquiredbyHyperionin2006.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    FDMEssbaseAdapterViewThe Finit Solutions Series

    ssbase dapte e

    www.finitsolutions.com 15

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    FDM to Essbase Implementation Case The Finit Solutions SeriesFDMtoEssbaseImplementationCaseProjectOverviewEndUsersneededtheabilitytoloaddatatoanEssbasecubeandtoalsomaintain

    allocation percentages for specific types of accounts that were also being loadedallocationpercentagesforspecifictypesofaccountsthatwerealsobeingloadedtoEssbase.Thesolutionneededtoreplaceaverycomplexprocessthatwasbeingdoneinacomplexspreadsheet.

    DataFlow UserswouldexecuteanFDMtaskinwhichdatawasimportedfromanOracle

    EBSstagingtable. Asthedataisbeingimported,ifanaccountiscontainedintheallocationtables

    in FDM the line will be allocated based on a percentageinFDM,thelinewillbeallocatedbasedonapercentage. PriortotheloadtoEssbase,FDMwilllooktotheoutlinetoensurethatall

    recordsaremappedtovalidmembers. ThenalldatawillbeloadedtoEssbaseandanEssbaseCalcScriptwillbe

    executedinFDM.Adatavalidationreportwillbedisplayedaftertheload.MaintenanceTheonlymaintenanceinvolvedmodifyingthemappingtablesortheallocation

    t bl if ith f th t h

    www.finitsolutions.com 16

    tablesifeitherofthoseweretochange.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Oracle Data Integrator (ODI) The Finit Solutions SeriesOracleDataIntegrator(ODI)StrengthsandUseCase AbilitytoloadHyperionmetadataandfinancialandotherdatatoEssbase,

    Planning and HFM with product specific adaptersPlanningandHFMwithproductspecificadapters. ITdrivenfinancialdataormetadataloadprocessing. SituationswherelimitedmappingorITcontrolledmappingisneeded.LimitationsLimitations ODIdoesnothaveaprebuiltwebbaseduserinterfacetomap,validateorload

    dataormetadata. Validationsandloggingitemswillmorethanlikelyneedtobecustombuilt(i.e.gg g y (

    logdataloaderrorsinatextfile).SimilaritiestoOtherIntegrationProducts MostsimilartoDIMandHAL. FDMforfinancialdata,thoughtypicallyadifferentuse(Financevs.IT).Licensing/Other ODIdoesnotrequirealicenseifusedwithEssbase,Planning,orHFM.

    www.finitsolutions.com 17

    ODIwasoriginallySunopsisandacquiredbyOracle.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    ODI Planning Adapter View The Finit Solutions SeriesODIPlanningAdapterView

    www.finitsolutions.com 18

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    ODI&FDMtoPlanningImplementationCaseThe Finit Solutions Series

    ProjectOverviewPriortothisPlanningimplementation,theclientwasonlyusingEssbaseandHFM.ODIwasselectedasthemetadataintegrationtoolforPlanning.DataisthenloadedtoEssbasebyFDMasFDMallowscomplexmappingandwasalreadybeingusedforHFMloads.

    DataFlowAPlanningmetadataloadfileisfirstgeneratedinExcel.VBAprocessesinExcelpullthedatafromaShowcasequery,buildthehierarchyandsavethefiletoapreq y, y pdefinedODIdatasourcelocation.AnODIinterfaceandpackageupdatesthePlanningmetadata.

    MaintenanceIfthereareanychangesinthedatasource/formatorifthereareanynewinterfaces/packages,theODIDesigner(Model&Project)needstobeupdated.

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

    www.finitsolutions.com 19

    IfthereareanychangestothePlanningapplicationconnectioninformationorthedatasourcelocation,theODITopologyManagerneedstobeupdated.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    DataRelationshipManagement(DRM)The Finit Solutions Series

    p g ( )

    StrengthsandUseCase MostrobustmetadatamanagementtoolforOracleHyperion.

    Abilit t d d l t d t t b th H i t d AbilitytomanageanddeploymetadatatobothHyperionsystemsandnonHyperionsystems.

    Limitations DRM does not perform any data processing DRMdoesnotperformanydataprocessing. DRMisclientbased. AllfilescreatedbyDRMforEssbaseandPlanningconsumptionareinflatfile

    format.Thismeaneitherthenativetoolsorotherproductswithadaptersmustp pbeusedtoprocessEssbaseandPlanningupdates.

    SimilaritiestoOtherIntegrationProducts EPMALicensing/Other DRMdoesrequirealicense. DRMwasformerlyMasterDataManagement(MDM).

    www.finitsolutions.com 20

    MDMwasoriginallydevelopedbyRaazaandpurchasedbyHyperion.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    DRM View The Finit Solutions SeriesDRMView

    www.finitsolutions.com 21

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    DRM Implementation Case The Finit Solutions SeriesDRMImplementationCaseProjectOverview

    TheclientwasusingahomegrownorganizationhierarchymaintenancesystemwhichwasfeedingflatfilestovariedsystemsincludingGL,FixedAsset,HR,andtheHyperionsuiteincludingEssbaseandPlanning.Thissystemrequiredgreatknowledgeandanystaffturnoverrequiredmonthsoftraining.DRMwasselectedformetadatamaintenance.OutputfromDRMwasfedtothevariedsystemsincludingadatawarehousewhichsourcedEIStoEssbase.

    DataFlowAnEISOLAPModelandMetaoutline werecreatedforeachEssbasecube.Fullautomationwasimplementedutilizingbatchandmxlscripts.

    MaintenanceNewEssbasecubesrequiredanewMetaoutline andcubespecificbatchandmxlscripts.

    www.finitsolutions.com 22

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    EnterprisePerformanceManagementArchitect(EPMA)The Finit Solutions Series

    StrengthsandUseCase AbilitytomanageHyperionmetadataforHFM,Planning,andEssbaseinone

    i finterface. AbilitytoloadorpushmetadataintothedifferentHyperiontargetsystems. FullyintegratedwithSharedServices(rolesandexternalauthentication).Li it tiLimitations EPMAisgearedtowardsHyperionapplicationmetadataonly. EPMAsdatafunctionalityexists,butisverylimited. EPMA is web based so it can be difficult to make mass changes May have to EPMAiswebbased,soitcanbedifficulttomakemasschanges.Mayhaveto

    makethemofflineandimportchanges.SimilaritiestoOtherIntegrationProducts DRMDRMLicensing/Other EPMAdoesnotrequirealicense;itisincludedwithHFM,PlanningandEssbase

    licensing.

    www.finitsolutions.com 23

    g

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    EPMA View The Finit Solutions SeriesEPMAView

    www.finitsolutions.com 24

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    EPMA What else is in there? The Finit Solutions SeriesEPMA Whatelseisinthere? OracleHyperionEnterprisePerformanceManagementArchitect

    CalculationManager Agraphical,flowchartenvironmentforbuildingandvalidatingbusiness rules utilized by Financial Management and Planning applicationsbusinessrulesutilizedbyFinancialManagementandPlanningapplications.

    BatchClient CommandlineinterfacethatallowsEPMarchitecttaskstoberuninascriptedandlightsoutfashion.

    ApplicationCreationWizard UserguidedstepbystepprocessforthecreationofEPMpp g p y p papplications.

    SharedandLocalDimensions Expandedmethodsfordimensionandmembersharingacrossorbetweenapplications.

    GridEditor Viewandmanagemembersinagridformatthatdisplaysmultiplemembersandtheirrelatedproperties.

    ApplicationImport DirectImportintoapplicationtoperformbulkupdatesthatareneeded only by a single application.neededonlybyasingleapplication.

    ImportFormatSimplification Fewerrequiredsectionsinthedimensionimportformat. ProfitabilityandCostManagement Supportforthecreationanddeploymentofthenew

    Profitabilityapplication.

    www.finitsolutions.com 25

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    EPMA Implementation Case The Finit Solutions SeriesEPMAImplementationCaseProjectOverview

    TheclientalreadyhadHFMandwasperformingmetadataupdatesutilizingEPMA.ItwasanaturalfittouseEPMAforanewPlanningimplementationwhichusedseveraldimensionsincommon.

    DataFlowUtilizingthebatchclient,scriptedEPMAtaskswererunonascheduledbasis.

    MaintenanceAnyhierarchymaintenancewasperformedoncewithinEPMAanddeployedtomultipleapplicationsthroughautomatedprocesses.

    www.finitsolutions.com 26

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Essbase Studio The Finit Solutions SeriesEssbaseStudioStrengthsandUseCase AbilitytoloadorpushmetadataintothedifferentEssbasetargetcubes. Supports several drill through options: relational databases URLs custom Supportsseveraldrillthroughoptions:relationaldatabases,URLs,custom

    SQL,andJavamethods. Supportslineageofthemetadatarelationships,allowinguserstofollow

    applicationlineagestotheirmetadatacomponentsandthroughtothed t f hi h th ddatasourcesfromwhichtheyweresourced.

    Limitations OnlysupportsEssbasedataandmetadata.

    D t t hi h l l d ill th h Doesnotsupporthighleveldrillthrough. Youngproduct.IntroducedwithSystem11.SimilaritiestoOtherIntegrationProducts

    E b I t ti S i E b St di ill t ll l EIS EssbaseIntegrationServices.Essbase StudiowilleventuallyreplaceEIS.Licensing/Other IncludedaspartofEssbase. Essbase Studio provides a migration utility for EIS Models and

    www.finitsolutions.com 27

    EssbaseStudioprovidesamigrationutilityforEISModelsandMetaOutlinesintoStudio.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Essbase Studio View The Finit Solutions SeriesEssbaseStudioView

    www.finitsolutions.com 28

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    EssbaseIntegrationServices(EIS)The Finit Solutions Series

    g ( )

    StrengthsandUseCase AbilitytodeployEssbasecubesfromrelationaldatastores. UpdatesbothdataandmetadataofEssbasecubes. SpecificallyvaluableforclientwithDataWarehousesinplace. AllowsforDrillThroughandHybridAnalysis.Limitations Datamartdesigncouldgetverycomplexdependingonhowraggedthe

    variousdimensionsare. Not integrated with Shared Services NotintegratedwithSharedServices.SimilaritiestoOtherIntegrationProducts EssbaseStudio.EISisgettingincorporatedintoEssbaseStudioaspartof

    merging Essbase Studio and Administration ServicesmergingEssbaseStudioandAdministrationServices.Licensing/Other RequiresaLicense. Essbase Studio provides a migration utility for EIS Models and

    www.finitsolutions.com 29

    EssbaseStudioprovidesamigrationutilityforEISModelsandMetaOutlinesintoStudio.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    EIS View The Finit Solutions SeriesEISView

    www.finitsolutions.com 30

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    DataIntegrationManagement(DIM)The Finit Solutions Series

    g g ( )

    StrengthsandUseCase AbilitytoloadHyperionmetadataandfinancialandotherdatatoEssbase,

    l i dPlanningandHFM. ITdrivendataormetadataloadprocessing.Verypowerfulenginethatcan

    processlargevolumesofdata.LimitationsLimitations DIMdoesnothaveaprebuiltwebbaseduserinterfacetomap,validate

    orloaddataormetadata. Validationsandloggingitemsmayneedtobecustombuilt(i.e.logdatagg g y ( g

    loaderrorsinatextfile).SimilaritiestoOtherIntegrationProducts MostsimilartoODI,HAL. FDMforfinancialdata,thoughtypicallyadifferentuse(Financevs.IT).Licensing/Other DIMdoesrequirealicenseifusedwithHyperionproducts.

    www.finitsolutions.com 31

    InformaticaisanindependentcompanynotownedbyOracle.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    DIMPlanningMetadataAdapterThe Finit Solutions Series

    g p

    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

    www.finitsolutions.com 32

    Execute Workflow

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    DIM Implementation Case The Finit Solutions SeriesDIMImplementationCaseProjectOverview

    DIMsHyperionPlanningAdapterwasusedinitsmostsimpleform.Theclientyp g p pprovidedapreprocessedrelationalviewintheproperformat.

    DataFlowThis client had a Financial Data Warehouse running on Oracle In the dataThisclienthadaFinancialDataWarehouserunningonOracle.Inthedatawarehouseaviewwascreatedtotransformthemetadataintoparentchildformat.DIMwasusedtopullthedatausingtheviewinthedatawarehouseand loading the Planning metadataandloadingthePlanningmetadata.

    MaintenanceValidationsofmetadataanddatawereperformedwhilepopulatingthedata

    h bl f ll d d f h l d d dwarehousetablesspecificallydesignedforthePlanningdataandmetadata.NomaintenancewasrequiredattheDIMlevel.

    Automationofmetadataanddataloadsthroughoutthesolutionwereli h d b i d li d i bi i

    www.finitsolutions.com 33

    accomplishedbyusingacommandlineandMAXLscriptscombination.

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    HyperionApplicationLink(HAL)The Finit Solutions Series

    yp pp ( )

    HALwasHyperionstoolthatprovidedfinancialandotherdataandmetadataloadcapabilities(similartoODIandDIM).

    HALisconceptuallysimilartoODIandDIMinthatitisworkflowbasedandthattheworkflowisnotprebuiltbutratherneedstobesetup.

    HALdidhaveamappingtool,TranslationManager,toallowformappingtotakeplacebetweensourceandHyperiontargets.

    HALwasanOEMproductforHyperion,developedbyVignette. HALwasdiscontinuedinJune2010meaningtheproductisno

    longersupportedandOracletechsupportwillnottakeanycallsonit.

    FinitSolutionsisabletomigratecomplexHALintegrationstotheproductsofchoice.

    www.finitsolutions.com 34

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Essbase/PlanningNativeToolsThe Finit Solutions Series

    / g

    StrengthsandUseCase Doesnotrequireanyadditionalproductstobeinstalled. Dependingonthesystem,theycanbemorerobustthanothertools.Limitations Metadatamaintenancemustbeperformedseparatelyineachproductstool. Metadatamustbeperformedwithinatoolonanapplicationbyapplication

    basis. Limitedversioningandauditcapabilities. Most classic modes are client based (Planning is an exception) Mostclassicmodesareclientbased(Planningisanexception).SimilaritiestoOtherIntegrationProducts SimilartoDRM/EPMAintheabilitytomanagemetadataattributesand

    hierarchies and ability to load metadata in the applicationhierarchiesandabilitytoloadmetadataintheapplication.Licensing/Other Allnativetoolsareincludedinthebaseproductlicensing.

    www.finitsolutions.com 35

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Native Tools Usage The Finit Solutions SeriesNativeToolsUsage Essbase

    EAS EAS DimensionBuildRules DataLoads(WithorWithoutDataLoadRules)( ) LockandsendviaExcelAddIn MaxL EssCmd

    Planning WebbasedDimensionManagement OutlineLoadUtility

    www.finitsolutions.com 36

  • The Finit Solutions Series

    DemonstrationDemonstration

    www.finitsolutions.comwww.finitsolutions.com

  • The Finit Solutions Series

    Questions & AnswersQuestions&Answers

    www.finitsolutions.comwww.finitsolutions.com

  • The Finit Solutions Series

    FutureWebinarsandContactInformation

    www.finitsolutions.comwww.finitsolutions.com

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iUpcomingWebinars

    The Finit Solutions SeriesThe Finit Solutions Series

    GettingtheMostoutofHFM:WebDataFormTipsandTricks

    OnSeptember15,youwilllearnabouttheprosandconsofusingHFMwebdataforms

    p g

    versusothermethodsofgettingdataintoHFM,suchasdataloads,journals,SmartView,anddatagrids.Wewillalsodiscusswaysinwhichdataenteredviawebdataformscanbeprotectedduringiterativetrialbalancedataloads,sothatthedataenteredviawebdata forms is not erased when loading a trial balance data file in Replace modedataformsisnoterasedwhenloadingatrialbalancedatafilein Replace mode.

    Duringthiswebinar,youwillalsolearnsomeofthemoreadvanceddesign,formatting,andfunctionsforwebdataforms,including:

    SCalcs SCalcs Dimension/memberoverrides Colors/fonts/generalformatting

    Dynamic row expansion Dynamicrowexpansion Exporting/importingfromExcel OpeningwebdataformsinSmartView

    www.finitsolutions.com 40

    Toregister,gotowww.finitsolutions.com/Insights_Webcast.html

  • Th Fi it S l ti S i

    GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning

    Th Fi it S l ti S iFinitContacts

    The Finit Solutions SeriesThe Finit Solutions Series

    Q ti ?CindyEichner

    Questions? [email protected]

    EmailusforaEdDeLise

    [email protected]

    678.296.3611

    copyoftheslidesor

    l k h d

    JoeMizerk

    [email protected]

    linktotherecording. [email protected]

    www.finitsolutions.com 41