EPMA for HFM: Living in a Multi-Product World

EPMA For HFMLiving in a Multi-Product World

Michael MalandraEdgewater Ranzal

About Us

3

Financial Close & Consolidations

BusinessIntelligence

EnterprisePlanning & Analytics

Data IntegrationServices

Training &Support Services

Advisory ServicesInfrastructure

Costing &Profitability

Mgmt

Services• Hyperion Financial Management

(HFM)• Financial Data Quality Management

(FDMEE)• Financial Close Manager (FCM)• Account Reconciliation Manager

(ARM)• Hyperion Tax Provisioning (HTP)• Disclosure Manager (DM)

� EPMA Overview

Agenda

� The Conversion Process

� EPMA First Approach

� Tips and Tricks

� Q&A

According to Oracle:

What is EPM Architect?

“Oracle Hyperion EPM Architect is a feature of Oracle Hyperion Foundation Services and is integrated with Oracle Hyperion Financial Management, Oracle Hyperion Planning, OracleEssbase, Oracle Hyperion Profitability and Cost Management, and Oracle Data Relationship Management. Performance Management Architect enables administrators to manage, create,and deploy Hyperion applications within one interface.”





EPM Architect is:� A part of the Hyperion Foundation Services


� A tool to help users maintain HFM, Essbase, Planning, and HPCM applications.

� Dimension Library

� Application Library

� Data Synchronization

� Library Job Console

� Classic to EPMA Conversion

EPMA Modules

� Dimension Library

EPMA Modules

� Application Library

� Data Synchronization

EPMA Modules

� Library Job Console

� Classic to EPMA Conversion

EPMA Modules

� Batch Client

EPMA Utilities

� File Generator

� EPMA Overview

Agenda



� Tips and Tricks

� Q&A

EPMA Decision Tree

ConvertY/N?

DRM?

Share?

� Navigate> Administer>Transform Classic to EPM

Classic to EPMA

Classic to EPMA

� Step 1

Classic to EPMA

� Step 2

Classic to EPMA

� Step 3

Classic to EPMA

� Step 4

Classic to EPMA

� Transformation Process

� All the Dimensions are Local

Dimension Library

DRM?Yes!

� EPMA alternative� Local dimensions

Data Relationship Management

� Move Dimensions from Local to Shared

Sharing Dimensions

DRM?No �

Share?Yes!

Please remember to:

Sharing Dimensions

� Backup EPMA

�Backup EPMA

� Backup EPMA

Sharing Dimensions

� Order is important

Order Dimension # of Associations

1 Alias None

2 Security Class None

3 Currency 1

4 Custom1…Custom4 2

5 ICP 2

6 Scenario 3

7 Entity 3

8 Account 7

� Period, Year, Value, View, and Consolidation Method stay Local

� Compare Local to Shared

Sharing Example: Alias

� Replace or Merge?

� Right click on Alias


� Replace or Merge as Shared

� EPMA will process your selection


� The Alias Dimensions are identical

� One last step…


� Default was not in the original deployment

� Validate� When deploying the first 10% is validation� The last 90% is the EPMA load to HFM

Deployment

� EPMA Overview

Agenda



� Tips and Tricks

� Q&A

� Let’s revisit our decision tree…

EPMA First

� If DRM is being used, keep all dimensions local

� If DRM is not being used, determine what dimensions are shared with other applications

� Dimensions in the Shared Library do not have to be Shared….they can be local

EPMA First

� Create the Shared Library first!

� Why? This will make life much easier…

� EPMA will ask to you to choose…

� …A blank application or to “Auto Create Local Dimensions”

Create Shared Library

� Import *.Ads file into EPMA

� Leverage classic metadata with EPMA Generator


� Example *.Ads file


� Create an Import Profile

� The Shared Library is the application


� The import can merge, move, replace, or create dimensions


� Once the profile is created it can be executed

� The Shared Library is created

Creating the application

� In Dimensions Library

� Option 1 – blank application

� No other steps required


� Drag dimensions from the Shared Library

� Activate all associations, validate, and deploy


� Done!


� Option 2 – Auto Create Local Dimensions

Creating the application� All dimensions are defaulted to Local

� Select a Shared Library dimension

Dimensions

� Either shared or local

Dimension Groupings

Entity, Currency, Security Class

Account, ICP, Custom1…Custom4

� Validate and review any errors

� Activate all associations, validate, and deploy


� Done!

� EPMA Overview

Agenda



� Tips and Tricks

� Q&A

� Follow the proper order when sharing dimensions

Tips and Tricks

� Don’t split account and entity groupings

� Don’t change aliases, periods, years once deployed

� Keep all dimensions in the shared library

� Remove duplicates

� Understand migration options

� Add security to dimensions

� Accounts shared before Customs

Failed Deployment

� Entity shared and currency is local

� Alias change

Failed Deployment

� Duplicates

� Keep all dimensions in the shared library

Shared Library

� When creating an application, the dimensions can be changed to local

� Migration options in Shared Services

Migration Options

� Add security to dimensions

Security

� EPMA Overview

Agenda



� Tips and Tricks

� Q&A

Questions

Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604Tel (914) 253-6600

Email: [email protected]

PresenterMichael Malandra, Financial Close and

ConsolidationsEmail: [email protected]

45 Beech Street, Suite 109London EC2Y 8ADUnited KingdomTel +44 (0) 2033 717 174

150 North Michigan Ave.Suite 2800Chicago, IL 60601Tel (312) 624-7738

200 Harvard Mill SquareSuite 210Wakefield, MA 01880Tel (781) 246-3343

Contact Information

Software

EPMA for HFM: Living in a Multi-Product World