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Redesigning Hyperion Planning
Is going from Block Storage (BSO) to Aggregate Storage (ASO) an option for you?
January 15, 2016
Cindy Eichner, Director
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Agenda
Page 2
• Finit Introduction
• Options• ASO Plan Types
• Hybrid
• Map to Reporting Application
• Case Study
• Questions and Answers
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About the Presenter
Page 3
Cindy Eichner
• Director of Finit’s Planning and Essbase Practice
• Delivering performance management solutions for over 30 years while specializing in Hyperion products for over 18 years
• Certified implementation specialist• Hyperion Planning
• Essbase
• Hyperion Financial Management (HFM)
• Hyperion Data Relationship Management (DRM)
• Frequent speaker at KScope, OOW
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Finit Introduction
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Finit Delivers Unmatched Experiences
Page 5
At Finit, we believe that value and success is not just the end achievement of a project – we believe that value and success is achieved through the entire journey and experience of delivering a solution to a need.
Our values, process and craft guide us in this effort:
• Advocacy & Integrity
• Craftsmanship & Delivery
• Stewardship
We combine our values, process and craft with your goals and team to deliver more than just a solution:
We deliver an unmatched experience.
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Our Culture
We employ approaches inside Finit to align our employees to our values and principles:
• We use employees, not contractors
• We actively and continually seek feedback
• We base employee compensation on customer satisfaction, not billable hours
• We invest in training and growth in our consultants
• We foster innovation and collaboration
• We are debt free and are committed to the success of our clients’ programs before the profit of ours
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Our Services and Solutions
Page 7
We craft, deliver, and sustain solutions that improve an organization’s capabilities, controls and insights in the following areas:
• Financial Close & Consolidation
• Financial Planning
• Profitability & Management Reporting
• Integration and Infrastructure
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Our Company
Page 8
• Founded in 2002
• 80 employees in 21 states
• All Finit owners are actively involved in Finit’s operations
• We provide solutions and support during and after implementations
• Finit Answers
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Finit Customer Success
Page 9
Our values, culture, and approach to becoming a trusted advisor to our
customers has led to
100% customer success
for every Finit client (250+) and for every Oracle Hyperion project (450+)
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Some Finit Customers
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Questions
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ASO Plan Type
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ASO and Planning
• Planning imposes constraints on both BSO and ASO• Required dimensions
• Features not supported
• Administration considerations• Maintenance
• Complexity and points of failure
• ASO specific maintenance; i.e. buffers, otl compactions
• ASO licensing is not part of Planning
• Server memory requirements for ASO plan types• Different from BSO
• ASO aggregation is performed in memory
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ASO Plan Type
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• New with Version 11.1.2.3
• Separate Essbase application for each ASO plan type
• NO required dimensions – Entity, Account, Scenario, Version, Year, Period
• Approvals may not apply if all approval dimensions are not included
• Will work with Forms, data loads, Smart View Planning provider
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ASO Plan Type
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• May have one ASO plan type for each BSO plan type plus one consolidating ASO plan type
• Must have at least one BSO plan type
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ASO Plan Type
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• May specify different Data Storage and formulas for members for each plan type
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ASO Plan Type
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• Copy Data does not work
• No Dynamic Time Series
• May not be used with
EPMA (and no data sync)
• No XREF on ASO• Can have XREF from ASO to BSO
• Security filters not created or updated
• All access through Planning or for FR through Planning ADM driver
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ASO Plan Type
Page 18
• No Fx
• How many ASO plan types are in production?
• No such thing as suppress missing blocks
• Forms which drill into two or more dimensions may not (do not) render
• Stored hierarchies only use “+” or “~”• Users must enter as a negative
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ASO Plan Type
• Calc Manager business rules• Procedural calcs are available to calculate on
level 0 members
• May be associated with a form
• May run a BSO rule from an ASO form• Pass variables
• Run on save
• BSO business rule may use @CalcMgrExecuteMaxL…• May run from any plan type
• May address any plan type
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ASO Plan Type
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• Administrators have to learn how to use the ASO engine and all associated maintenance• Formulas use MDX syntax
• Restructures impact both database engines
• Have to consider both engines when performing maintenance
• Have to perform some maintenance with MaxL and scripts for outline compacts, merging slices, etc.
• Business rule complexity
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ASO Plan Type
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Hybrid
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Hybrid
• BSO level 0
• ASO-like aggregation
• Hybrid Essbase first available with 11.1.2.3.500
• Essbase.cfg setting• ASODYNAMICAGGINBSO [App [DB]] None|Partial|Full
• Change upper level members to dynamic
• Many functions are now supported in 11.1.2.4• Only 16 functions were supported in 11.1.2.3.500
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Hybrid
• Supported functions
• Unsupported functions
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Hybrid
• May be used with EPMA
• Queries may use Hybrid Aggregation Enabled, not use it, or use both
• Queries will eventually return data
• Use Essbase.cfg settings:• QRYGOVEXECBLK [App [DB]] n
• QRYGOVEXECTIME [App [DB]] n
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Hybrid
• Not supported for hybrid mode• Attribute calculations
• Formulas with cross-dimensional operators
• Dynamic Calc members with formulas that are a target of transparent partitions
• Queries which include both two-pass and one-pass dynamic calc members from the same dimension
• XOLAP
• Text measures / text lists
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Hybrid
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• Formulas can run in hybrid mode in these cases• Sparse-to-Sparse
• The formula is set on a sparse dimension member, and the formula only references member combinations from sparse dimensions.
• Dense-to-Dense• The formula is set on a dense dimension member, and the
formula only references member combinations from dense dimensions.
• Sparse-to-Dense/Sparse• The formula is set on a sparse dimension member, and the
formula references member combinations from both dense and sparse dimensions. The dense dimension members must be stored.
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Hybrid
Page 28
• PAG and IND files for level 0
• ASO directory structure for ASO• Directories are created when application is started
• Directories are removed when application is stopped
• If database was ever set to be hybrid but no longer is then directories still create
Map to Reporting Application
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Map to Reporting Application
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• Introduced in version 11.1.2.0
• Transfer data from within Planning to another Essbase database
• Dimension mapping defined in Planning
• PushData.exe utility (11.1.2.1) available on server• Batch jobs
• Scheduled pushes
• May map Smart Lists to dimensions• Report by Smart List
• Smart Lists may be synchronized to the reporting app
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Map to Reporting Application
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• Reporting app may not have attribute dimensions
• Reporting app may not have “Duplicate Members Allowed” option
• Cannot map member names
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Setting Up Map to Reporting Application
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• Runs a DATAEXPORT calc script
• Loads to reporting app
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Smart Push
• New in version 11.1.2.4
• Available now in PBCS
• To be included with next full release of on premise Hyperion Planning
• Uses Map to Reporting specifications with forms
• Utilizes the form’s POV to move data on save
• Game changer!
Page 33
Case Study
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Case Study
Page 35
• Original application• Background
• The First Solution Which Did Not Work
• Alternate Solution #1
• Alternate Solution #2
• Alternate Solution #3
• Comparison of Four Solutions
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Original Application
Page 36
• 2 plan types• Plan – BSO
• Sales – BSO
• A lot more data is being retained than originally scoped
• Poor user experience at save with calculations and for data retrieval
• Poor consolidation performance
• EPMA maintained app with shared dimensions to HFM
Original
Sales (BSO)
Plan (BSO)
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Original Application
Page 37
• Nightly defragmentation takes over 2 hours
• Restructures take 4 hours
• Aggregation of one planning cycle will take over 1 hour by the end of the day
• Consolidated Sales plan type in production is over 36 GB in size (pag and ind files)
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Original Application
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• Dimensions• Standard eight for multi-currency application
• Additional 4 custom dimensions
• 1 attribute dimension
The First Solution Which Did Not Work
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First Solution Which Did Not Work
Page 40
• Transparent Partition from an Essbase ASO cube• SalesASO holds all historical data
• Sales plan type holds only active data (current year actual and current planning cycle data) with total size of 2-3 GB
• User experience does not change
• Nightly process keeps meta data in sync• Drop partition and delete SalesASO
• Rebuild SalesASO from Sales outline
• Reload SalesASO
• Create partition
• Worked great with ad hoc and reports
Solution Which Did Not Work
Sales (BSO)
Plan (BSO)
SalesASO (ASO)
Transparent Partition
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What Did Not Work?
• Planning forms which suppress data (rows, columns, blocks) do not work with transparent partitions
• Even if the form is only pulling data that actually resides in the Sales plan type and does not come through the partition
• Known bug that Oracle has not fixed and probably will not since ASO plan types are now available
• Show stopper as forms without suppression were unwieldy and took forever to render (if at all)
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Alternate Solution #1 Additional BSO Plan Type
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Alternate Solution #1 – Additional BSO
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• 3 plan types• Plan – BSO
• Sales – BSO
• SalesInp – BSO
• Only one planning cycle in SalesInp at a time
• No change to original FDM processes
• EPMA application
• Additional business rules to move data to Sales and Plan from SalesInp at time of save
Additional BSO
Sales (BSO)
Plan (BSO)
SalesInp (BSO)
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Alternate Solution #1 – Additional BSO
Page 44
• New composite forms with read only Sales referential data and writeable SalesInp
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Alternate Solution #1 – Additional BSO
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• Additional business rules to aggregate Sales on demand and nightly during defragmentation process
• Additional business rules to move data to SalesInp from Sales to initialize planning cycle
• Sales and SalesInp outlines are identical• HSP_NOLINK UDA added
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Alternate Solution #1 – Additional BSO
Page 46
• Takes a bit more time to administer
• Adds complexity
• Much improved user experience• Faster saves
• Faster consolidations
• Users and upper level management now have to wait until a consolidation happens to see total company compared to historical data in the same retrieve
Alternate Solution #2Hybrid Plan Type
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Alternate Solution #2 – Hybrid
Page 48
• 2 plan types• Plan – BSO
• Sales – Hybrid
• Essbase.cfg setting• ASODYNAMICAGGINBSO S_Hybrid Sales FULL
• No change to original FDM processes
• EPMA application
• Customer and Entity dimensions parent levels still stored
Hybrid
Sales (Hybrid)
Plan (BSO)
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Alternate Solution #2 – Hybrid
• Material dimension all dynamic
• EndUse dimension all dynamic
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Alternate Solution #2 – Hybrid
Page 50
• Aggregation business rules changed• Calculate level 0 members and aggregate two
remaining “sparse” dimensions
• Dynamic members not allowed in FIX…ENDFIX
• Aggregate TotalEndUse and TotalMaterial as needed using @SUMRANGE
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Alternate Solution #2 – Hybrid
Page 51
• Retrieves• Fast retrieves will enable Hybrid Aggregation
Mode
• Very slow retrieves will use the traditional calculation engine due to complex formulas
• Some retrieves will use both
• Retrieving top of the house is slow
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Alternate Solution #2 – Hybrid
Page 52
• Forms were slower at first
• Redesigned to eliminate member with formula which uses cross dimensional members• Resulting in changed user experience
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Alternate Solution #2 – Hybrid
Page 53
• Many more changes to business rules• Material and EndUse parent level calculations
• Data movement and allocations
• Many, many changes to forms• Member with cross dimensional member
formula no longer utilized to control column suppression
• Different user experience
Alternate Solution #3Writeable ASO Plan Type
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Alternate Solution #3 – Writeable ASO
Page 55
• 2 plan types• Plan – BSO
• Sales – ASO
• Rearranged hierarchies for ASO dimensions
• Redesigned forms• Would not render as originally designed
• FDM process must be customized• Cannot load naturally to ASO (FDM classic)
• Must be classic administration and not EPMA
Writeable ASO
Sales (ASO)
Plan (BSO)
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Alternate Solution #3 – Writeable ASO
• Batch process to move data as necessary• MDX query
• Essbase report
• Retrieves at top of the dimensions are much slower than BSO
• Very complex solution for data movement and calculations
• Administrators need to learn ASO
• Having Sales as writeable ASO plan type just did not work for this client
Page 56
Comparison of Four Solutions
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Comparison of Four Solutions
Page 58
Writeable ASO
Sales (ASO)
Plan (BSO)
Hybrid
Sales (Hybrid)
Plan (BSO)
Additional BSO
Sales (BSO)
Plan (BSO)
SalesInp (BSO)
Original
Sales (BSO)
Plan (BSO)
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Comparison of Four Solutions
Page 59
• Original application with BSO Sales plan type• Too big and slow
• Additional BSO plan type for current planning cycle• It works
• Hybrid Sales plan type• Has a lot of limitations
• Writeable ASO Sales plan type for input• Complex
• Lots and lots of limitations
• Calculations are very difficult
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Comparison of Four Solutions
Page 60
• Original application with BSO Sales plan type• Too big and slow
• Additional BSO plan type for current planning cycle• It works
• Hybrid Sales plan type• Has a lot of limitations
• Writeable ASO Sales plan type for input• Complex
• Lots and lots of limitations
• Calculations are very difficult
Wait a minute!
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Comparison of Four Solutions
Page 61
What About Alternate Solution #4?
Alternate Solution #4Additional ASO Plan Type
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Alternate Solution #4 – Additional ASO
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• 3 plan types• Plan – BSO
• SalesInp – BSO (rename Sales to SalesInp)
• Sales – ASO
• Must be classic and not EPMA
• Sales plan type• Only for aggregation – no other calculations
• All historical data and current data
• “Rack and Stack”
Additional ASO
SalesInp (BSO)
Plan (BSO)
Sales (ASO)
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Alternate Solution #4 – Additional ASO
Page 64
• SalesInp plan type• Only current planning cycle and actual data
• All calculations performed here
• Classic FDM must point to SalesInp (BSO)• Periodic conversion
• Foreign currency translation
• Copy data to Sales after calculation
• Business rules all work with SalesInp and Plan
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Alternate Solution #4 – Additional ASO
• Batch process to move data from SalesInp to Sales on a schedule• Actual
• Current planning cycle data
• May use Map to reporting and PushData.exe
• Can now use Smart Push with PBCS !
• Forms showing aggregated data cannot use suppression of blocks• Better to use FR or Smart View ad hoc
• FR and Smart View must use Planning adapter due to no filters in Essbase for ASO plan type
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Summary
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Summary
Page 67
• Client is on 11.1.2.2• Hybrid and ASO Plan Types would require upgrade
• Map to Reporting is an option with a standalone ASO database (not an ASO plan type)
• If client upgraded to 11.1.2.3• Would allow an ASO plan type
• Initial release of Hybrid with only 16 supported functions
• FDM classic could still be used
• If client upgraded to 11.1.2.4• FDM classic would need to be migrated to FDMEE
(including integrations for HFM)
• Hybrid with 8x the supported functions
• Smart Push is new for data movement (only in PBCS)
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Summary
Page 68
• Many options available –weigh the pros and cons
• Minimize complexity –use the KISS theory
• Consider future maintenance (and by whom!)
• Do not use it just because it is there!
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What Did the Client Do?
Page 69
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What Did the Client Do?
Page 70
Alternate Solution #1 – Additional BSOis being used
• It works!
• No upgrade required
• Tried and true BSO solution
• No changes to FDM
• Administrators did not need to learn ASO or Hybrid
Future WebinarsContact Information
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Future Webinars and Contact Information
Page 72
Today’s Presenter:
Cindy Eichner
General Questions:
Greg Barrett
Copy of the slides:
Email us for a copy of the slides or a link to the recording
Follow us on Twitter for updates:
@Finit_Solutions
Automating Data Loads with FDMEEFriday, January 22nd, Noon EST
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