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www.finitsolutions.com
Getting the Most out of EPM Introduction to Essbase Analytics Link (EAL)
July 27th 2012 Jeff Kantor ([email protected]) Jason Hampton ([email protected])
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Finit Introduction Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products:
Financial Close and Consolidation – Financial Management (HFM) – Hyperion Enterprise – Financial Close Management – Disclosure Management – Account Reconciliation Module
Integration – Financial Data Quality Management (FDM) – Oracle Data Integrator (ODI) – Enterprise Performance Management
Architect (EPMA) – Data Relationship Management (DRM) – Other (ERPi, EIS, EAL, etc.)
Planning and Business Intelligence – Planning
– Core Planning – Modules (Workforce, CapEx)
– Essbase (ASO / BSO)
Reporting Tools – Financial Reporting – Smart View / Essbase Excel Add-In – OBIEE – Financial Management Analytics
(OFMA) – Web Analysis
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Finit Services Finit’s consulting services cover a broad range of implementation and post implementation options.
Finit Solutions Implementation Services – Full cycle implementations
– Discovery and Requirements – Global Design – Detailed Design and Build – Testing and Training – Deploy
– Infrastructure Services – Data Services (historical data, GL data integration) – Project / Program Management – Product Upgrades – Redesign / Enhancements
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We strongly believe that Service + Solutions = Maximum Value Service – Consultant compensation model is based upon client satisfaction with
consultant’s work, not how many hours they charge. – Finit has no external owners and Finit partners are involved in every full-
cycle implementation. – Finit uses its own employees, not contractors. Solutions – Finit consultants are Hyperion product experts who enjoy designing, building
and deploying great solutions, applications and processes. – Finit works closely with Oracle Hyperion development on product strategy
and beta testing. – Finit consultants receive 2 weeks of product / functional training a year. – Finit Answers provides support services on a pay-as-you-use model.
Finit’s Focus
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Our client service approach has led to 100% customer satisfaction for every Finit client (160 and counting) for every Oracle Hyperion project (over 280 and counting).
Finit’s Client Service
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About the Presenter
Jeff Kantor Hyperion Consultant since 2006 Experience with: Essbase, Planning, FDM, HFM, EA, EAL, ETL Scripting, Acronym Writing Based out of West Orange, NJ I did not bump in to Governor Christie at the shore
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About the Presenter
Jay Hampton
Partner with Finit Solutions Hyperion Consultant since 2004
Based out of Cincinnati, OH
No kids + No pets = No picture
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Essbase Analytics Link – Product Information Overview Application Options Configuration Concepts Transformation Types
Demo Why EAL? Typical Use Cases Q and A
Agenda
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Formerly called “HyperRoll” Purchased by Oracle in 2009 Not to be confused with Extended Analytics Extended Analytics
Will extract HFM data to a flat file or relational database tables Included with HFM
Essbase Analytics Link Will manage the data integration and application structure of an Essbase
application to report on HFM data Separate Product and License
EAL Overview
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From Oracle Website: Oracle Essbase Analytics Link for Hyperion Financial Management facilitates the real-time or on-demand transfer of financial information from Oracle Hyperion Financial Management to Oracle Essbase for reporting and analysis.
Essbase Application Creation and Data Synchronization are built in features of the tool “Set it and Forget it” No separate integration piece is needed for HFM data
EAL Overview
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Pre-requisite: Working HFM application
Administered through a snap-in to the EAS (Essbase Administration Services) Console
Generally, this must be run from the server where EAS is installed
Note: Not currently web enabled
EAL Overview
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Essbase is generally more restrictive when it comes to Meta-Data EAL has three ways to handle this Automatic Meta-Data creation [None] in Custom1 (HFM) becomes Custom1.FM_None in
Custom1 (Essbase)
Data Mapping You can map [None] to anything you want in the Custom1
dimension on the Essbase side
Exclude Dimension (More Later)
EAL Overview
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Configure Essbase Server and Add Application Configure HFM Server and Add Application
EAL Configuration Concepts
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Configure Bridge
EAL Configuration Concepts
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Two high level options for configuration Transparent Partition This option will create an Essbase application that
stores no data coming from HFM A Transparent Partition is created which will query
HFM data from the EAL data store at query time Default refresh rate from HFM is every 5 minutes No “push” or “pull” required More popular option – “Set it and forget it”
EAL Application Option #1
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Replicated Partition This option will actually move data to Essbase Replicated partition is set up to move data to Essbase All levels of data are moved over Refresh is on demand Caveat: You must press a button in EAS. (No
automation is currently available) Less popular option (because of data refresh delays)
EAL Application Option #2
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Essbase Properties from EAL
EAL Configuration Concepts
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EAL connects HFM to Essbase using a Bridge Bridges are the main configuration point for EAL Bridges contain Data Regions Data Region identifies the subset of data to move Selectable by POV (Year, Entity, Account, etc.)
Default is to move all data You can define multiple regions Most helpful for Replicated partitions You can refresh a given region at a time- separating regions
by period and entity for example
EAL Configuration Concepts
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Each Bridge will contain a “Target Design Grid” It defines the relationship between HFM and
Essbase
EAL Configuration Concepts
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Each dimension allows you to configure a “Transformation Type” Each Transformation type has different options on
how to transform or otherwise include each HFM dimension in the Essbase application Some types support member selection Some types support mapping Some types support automatic prefixing
EAL Configuration Concepts
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From the Documentation
EAL Transformation Type
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Dimension Creation Creates the dimension in Essbase automatically with
HFM meta-data Data can be mapped but does not have to be
Dimension Mapping Does not create the dimension in Essbase
automatically. It assumes the dimension already exists Data can be mapped but does not have to be Supports additional members or hierarchies in the
outline
EAL Transformation Types
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Not in Outline Will not move the outline to Essbase at all You choose one HFM member for which to send data For example: [None] in Custom3 (if it is not used)
New Dimension Will move data to one Essbase member of a new
dimension You choose the Essbase member to which to send
data For example: Version dimension
EAL Transformation Types
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Join Dimensions Joins multiple HFM dimensions into one Essbase
dimension Mapping is required Assumes new dimension is created on the Essbase
side
EAL Transformation Types
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Break Dimensions Breaks apart a single HFM dimension into multiple
Essbase dimensions Mapping is required Really useful for when you are using one Custom
dimension in HFM for multiple purposes
Currency Breaks Currency in HFM into two Essbase dimensions
(Currency and Value) Makes reporting on the Essbase side easier
EAL Transformation Types
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For Transparent Partitions there is no “execution” since it’s a direct synch of data Replicated Partition involves clicking the button
Executing EAL
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Can make reporting out of HFM easier You can “Hide” dimensions, rename custom
dimensions You can break apart Custom dimensions
Can extend HFM reporting You can add dynamically calculated members, for
example
Why EAL? Typical Use Cases
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Can reduce load on HFM server For plain reporting, you can use Essbase, keeping HFM
server resources for consolidation
Licensing Cost Essbase licenses are less expensive Cheaper to reach “View” only users via Essbase
Why EAL? Typical Use Cases
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Questions? Email us for a copy of the slides or link to the recording.
Finit Contacts [email protected] -> Jason Hampton [email protected] 216.870.3657 -> Jeff Kantor [email protected] 973.271.3409 More EPM Questions? [email protected]