finit solutions integrating with essbase and planning
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The Finit Solutions Series
GettingtheMostoutofIntegration: Essbase and OracleIntegration:EssbaseandOracleHyperionPlanning
August 18 2010August18,2010
PresentedbyCindyEichner
www.finitsolutions.comwww.finitsolutions.com
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The Finit Solutions Series
Ab t Fi it S l tiAboutFinitSolutions
www.finitsolutions.comwww.finitsolutions.com
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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
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Other(EPMA,ERPi,etc)
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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.
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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).
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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
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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
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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
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The Finit Solutions Series
P f th W biPurposeoftheWebinar
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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.
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The Finit Solutions Series
IntegrationProductsforEssbase andEssbaseandOracleHyperionPlanning
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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)
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Red: Product no longer supported. * Consult your Hyperion Sales Representative
( )
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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.
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Native Tools ASCII,Excel,SQL. UsesDimensionBuildRulesormanualupdatesusingGUIfrontend.
ASCII,Excel,SQL. UsesDataLoadRules.ExcelLock&Send.
ASCII.UsescommandlineutilityormanualupdatesusingGUIfrontend.
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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.
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FDMwasoriginallyUpStreamWebLinkandacquiredbyHyperionin2006.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
FDMEssbaseAdapterViewThe Finit Solutions Series
ssbase dapte e
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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
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tablesifeitherofthoseweretochange.
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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.
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ODIwasoriginallySunopsisandacquiredbyOracle.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
ODI Planning Adapter View The Finit Solutions SeriesODIPlanningAdapterView
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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
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IfthereareanychangestothePlanningapplicationconnectioninformationorthedatasourcelocation,theODITopologyManagerneedstobeupdated.
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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).
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MDMwasoriginallydevelopedbyRaazaandpurchasedbyHyperion.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
DRM View The Finit Solutions SeriesDRMView
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
DRM Implementation Case The Finit Solutions SeriesDRMImplementationCaseProjectOverview
TheclientwasusingahomegrownorganizationhierarchymaintenancesystemwhichwasfeedingflatfilestovariedsystemsincludingGL,FixedAsset,HR,andtheHyperionsuiteincludingEssbaseandPlanning.Thissystemrequiredgreatknowledgeandanystaffturnoverrequiredmonthsoftraining.DRMwasselectedformetadatamaintenance.OutputfromDRMwasfedtothevariedsystemsincludingadatawarehousewhichsourcedEIStoEssbase.
DataFlowAnEISOLAPModelandMetaoutline werecreatedforeachEssbasecube.Fullautomationwasimplementedutilizingbatchandmxlscripts.
MaintenanceNewEssbasecubesrequiredanewMetaoutline andcubespecificbatchandmxlscripts.
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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.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
EPMA View The Finit Solutions SeriesEPMAView
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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.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
EPMA Implementation Case The Finit Solutions SeriesEPMAImplementationCaseProjectOverview
TheclientalreadyhadHFMandwasperformingmetadataupdatesutilizingEPMA.ItwasanaturalfittouseEPMAforanewPlanningimplementationwhichusedseveraldimensionsincommon.
DataFlowUtilizingthebatchclient,scriptedEPMAtaskswererunonascheduledbasis.
MaintenanceAnyhierarchymaintenancewasperformedoncewithinEPMAanddeployedtomultipleapplicationsthroughautomatedprocesses.
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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
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EssbaseStudioprovidesamigrationutilityforEISModelsandMetaOutlinesintoStudio.
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Th Fi it S l ti S i
GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
Essbase Studio View The Finit Solutions SeriesEssbaseStudioView
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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
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EssbaseStudioprovidesamigrationutilityforEISModelsandMetaOutlinesintoStudio.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
EIS View The Finit Solutions SeriesEISView
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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.
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InformaticaisanindependentcompanynotownedbyOracle.
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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
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Execute Workflow
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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
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accomplishedbyusingacommandlineandMAXLscriptscombination.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
HyperionApplicationLink(HAL)The Finit Solutions Series
yp pp ( )
HALwasHyperionstoolthatprovidedfinancialandotherdataandmetadataloadcapabilities(similartoODIandDIM).
HALisconceptuallysimilartoODIandDIMinthatitisworkflowbasedandthattheworkflowisnotprebuiltbutratherneedstobesetup.
HALdidhaveamappingtool,TranslationManager,toallowformappingtotakeplacebetweensourceandHyperiontargets.
HALwasanOEMproductforHyperion,developedbyVignette. HALwasdiscontinuedinJune2010meaningtheproductisno
longersupportedandOracletechsupportwillnottakeanycallsonit.
FinitSolutionsisabletomigratecomplexHALintegrationstotheproductsofchoice.
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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.
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GettingtheMostoutofIntegration:EssbaseandOracleHyperionPlanning
Native Tools Usage The Finit Solutions SeriesNativeToolsUsage Essbase
EAS EAS DimensionBuildRules DataLoads(WithorWithoutDataLoadRules)( ) LockandsendviaExcelAddIn MaxL EssCmd
Planning WebbasedDimensionManagement OutlineLoadUtility
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The Finit Solutions Series
DemonstrationDemonstration
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The Finit Solutions Series
Questions & AnswersQuestions&Answers
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The Finit Solutions Series
FutureWebinarsandContactInformation
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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
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Toregister,gotowww.finitsolutions.com/Insights_Webcast.html
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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
678.296.3611
copyoftheslidesor
l k h d
JoeMizerk
linktotherecording. [email protected]
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