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Data options with hyperion planning and essbase

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View(active tab) Edit One of the great things about Essbase and Hyperion Planning is how you can design and configure them to fit virtually any analytic reporting need your business has. Well, the same goes for data movement into and within these tools. For our upcoming webinar we will explore several creative options around moving data for Planning and Essbase. We will review Hyperion Planning's "Map to Reporting Application", EPMA's Data Synchronization, FDM, XREF, XWRITE, Partitions, native Load Rules, HFM's Extended Analytics, EAL, and a few other options for Hyperion Planning and Essbase. We will then further explore moving data between other applications and other products like HFM and various reporting solutions. During this webinar you will see several methods demonstrated including: Planning's Map to Reporting DATAEXPORT Load Rules Partitions If you have ever thought about using a data movement feature just because it is available we will take a look into why this may not always be the best choice. Presenter: Cindy Eichner

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www.finitsolutions.com Data Options with Hyperion Planning and Essbase Including Mapping, Loading, Moving and Reporting August 14, 2015 Cindy Eichner ceichner@finitsolutions.com
www.finitsolutions.com - 2 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Founded in 2002 • 75+ employees in 20+ states – Mostly CPAs, MBAs – We have extensive Hyperion product and financial reporting backgrounds • 50+ Planning / Essbase Clients • 80+ HFM Clients – Managed several of the largest EPM projects in the U.S. – Including the largest roll-out of HFM in North America • Market Leader in ARM/FCM • World Leader in FDM implementations and custom solutions Finit Overview
www.finitsolutions.com - 3 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 EPM Services • Finit Answers ‒ Technical Support ‒ Functional / Admin Support ‒ Access to Hyperion SMEs ‒ Dedicated support team and guaranteed response times ‒ Customer Service Focus ‒ Flexible Time and Material support packages ‒ ‘Pay as you Go’ option • Hyperion Planning & Essbase • Oracle Financial Close Suite • Infrastructure • Data Services • Project / Program Management • Redesign / Enhancements • Product Upgrades • Application enhancements / redesign • Performance optimization Dedicated Support Upgrades Full Cycle Implementations
www.finitsolutions.com - 4 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • We make and deliver personalized financial reporting solutions and experiences. – By listening, questioning, and analyzing – By building relationships … not company to company, but person to person. – We are Makers and Doers WHY is Finit Here?
www.finitsolutions.com - 5 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 We Run Finit like a Family • Invest in our employees • All owners actively involved in the business • No debt or external owners – Prioritize the customer, not profitability • Long term stability – Hire employees, not subcontractors • Compensation model based on client satisfaction HOW do we achieve our beliefs?
www.finitsolutions.com - 6 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Our values, on which we ask you to provide consultant feedback: Finit Values
www.finitsolutions.com - 7 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Our values, culture, and approach to becoming a trusted advisor to customers has led to 100% customer success for every Finit client (225+) and for every Oracle Hyperion project (450+) Finit Customer Success
www.finitsolutions.com - 8 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Some Finit Customers
www.finitsolutions.com - 9 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Questions
www.finitsolutions.com - 10 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Cindy Eichner ceichner@finitsolutions.com • 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 – Essbase – Hyperion Planning – Hyperion Financial Management (HFM) – Hyperion Data Relationship Management (DRM) • Frequent speaker at KScope About the Presenter
www.finitsolutions.com - 11 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Agenda • Different Options with Pros and Cons – “Native” within an application – Other tools • Different Options Between Products • Demonstrations / Examples • Case Studies / Solutions • Questions and Answers
www.finitsolutions.com - 12 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Calc scripts / business rules – XWRITE – XREF – DATAEXPORT – DATAIMPORTBIN • Load rules • Partitions – Replicated – Transparent • Essbase report scripts “Native” Options Within an Application
www.finitsolutions.com - 13 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • FDM / FDMEE / ODI • EPMA’s Data synchronization • Planning’s Map to Reporting Application • HFM’s EA • HFM’s EAL Other Tools
www.finitsolutions.com - 14 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Design and development • Complexity • Administration • Modifications • Performance • Challenges Pros and Cons
www.finitsolutions.com - 15 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Different Options
www.finitsolutions.com - 16 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Native Options
www.finitsolutions.com - 17 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Calc Scripts / Business Rules • DATAEXPORT – FIX … ENDFIX: very specific slices of data – Text files – Relational database table using ODBC – Binary – Many options using SET DATAEXPORTOPTIONS • DATAIMPORTBIN – Binary file
www.finitsolutions.com - 18 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • XREF – May also be used in member formulas – Uses location aliases – Best for small amounts of data – Blocks need to be created • XWRITE – Creates blocks – Uses location aliases – Best for small amounts of data Calc Scripts / Business Rules
www.finitsolutions.com - 19 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Maintained by Planning / Essbase administrator – May be written efficiently by using meta data • UDAs, member set functions • FIX … ENDFIX • Calc Manager rules may use form point of view in Planning – Created files may be written to or picked up from URLs • Cons: – Calc scripts can be hard to follow without documentation Calc Scripts / Business Rules
www.finitsolutions.com - 20 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Flat file or SQL sources • Delimited or fixed • Mapping is possible • Column and text manipulation including sign flip • Selection and rejection of records by column values • Overwrite / additive of data values • May be used with scripts and by other tools like FDM / FDMEE Load Rules
www.finitsolutions.com - 21 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Data loads with rules are fast – Maintained by Essbase / Planning administrator – Another product is not needed • Cons: – Rule is a binary object which may only be maintained in EAS – Prefixes, suffixes, maps, row rejects, row accepts must be viewed independently – no documentation format Load Rules
www.finitsolutions.com - 22 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Cons, continued – Maps may not be loaded but must be manually entered – Complex mapping or column manipulation is not easy and sometimes not possible – Occasionally rules become corrupted and must be recreated – Changes to files / columns oft times require creating a new load rule Load Rules
www.finitsolutions.com - 23 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Transparent – No data movement – just database pointers • Replicated – Copies data • Area definitions – May use member set functions • Mapping – 1 to 1 (for example: Jan = 01) • May be scripted with MaxL Partitions
www.finitsolutions.com - 24 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Maintained by Essbase / Planning administrator – May be scripted using MaxL – Data accessed via transparent partition is “live” • Cons: – May only be used for data movement between Essbase / Planning applications – Replicated requires manually invoked or scheduled data movement Partitions
www.finitsolutions.com - 25 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Maintained by Essbase / Planning administrator – May be scripted using MaxL – May use member set functions • Cons: – Like coding an old “green bar” report on mainframes – Formatting challenged – Poor performance with a lot of data Essbase Report Scripts
www.finitsolutions.com - 26 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Other Tools
www.finitsolutions.com - 27 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Mapping including complex mapping • Validation of load members • Multiple sources and import formats • Multiple users loading data • May be customized for data clears and calcs • May use load rules • Audit trail FDM / FDM EE / ODI
www.finitsolutions.com - 28 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • FDMEE and ODI may be used for metadata • FDM Classic can be used to generate .ADS files for DRM or EPMA • In 11.1.2.4 data sync is moved to FDMEE – Hyperion applications as sources – Map – Load to other Hyperion applications as targets FDM / FDM EE / ODI
www.finitsolutions.com - 29 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Excellent for mapping – Drill back to the source – Auditors “love” the audit trail • Cons: – Another product to build and maintain – Potentially additional licensing – Reduced performance with very large data sets (>1.5-2M records) in FDM classic FDM / FDM EE / ODI
www.finitsolutions.com - 30 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Requires both source and target applications to be EPMA applications • Mapping • Filtering and overrides • Targets may be HFM, Planning, EPMA’s Data Synchronization Essbase (both ASO and BSO), PBCM • Sources may also include flat files and interface tables • Create/modify, define, validate, execute steps
www.finitsolutions.com - 31 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – May be automated – May use variables to define Year and Period – Good for copying data within the same application • Cons: – Requires applications to be maintained with EPMA – Member lists (HFM) are not allowed – Mapping too limited in some cases – How long will it be supported due to the move to FDMEE? EPMA’s Data Synchronization
www.finitsolutions.com - 32 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Dimension mapping defined in Planning • May map Smart Lists to dimensions – Smart Lists may be synchronized to the reporting app • PushData.exe utility available on Planning server – Batch jobs and scheduled pushes • Reporting app may not have attribute dimensions • Reporting app may not have “Duplicate Members Allowed” option • Runs a DATAEXPORT calc script • Source must be BSO plan type (not ASO) Planning’s Map to Reporting Application
www.finitsolutions.com - 33 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Reporting on Planning data in a separate application – Aggregating and reporting on Smart Lists Planning’s Map to Reporting Application – May link Planning data to multiple reporting applications – May be automated • Cons: – Planning automatically maps same-named dimensions – Member names must match in both applications
www.finitsolutions.com - 34 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Several file format options – Flat file – Database tables • POV templates may be saved, reused, shared • Only extracting meta data is possible • Specific slices of data may be extracted at any level • Definitions may use member lists, members, functions • Has now been merged into HFM Data Extract HFM’s EA - Extended Analytics
www.finitsolutions.com - 35 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – May be automated with task flows – Very fast for small amounts of data – Extracts may be used outside of EPM • Cons: – Set up used to be by trial and error until successful but in recent versions is now quite easy – No mapping available – No native automated load to target application – Extract format may not be modified HFM’s EA - Extended Analytics
www.finitsolutions.com - 36 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Uses partitions to create an Essbase database version of HFM • Replicated partition loads data into Essbase • Transparent partition utilizes a data synchronization repository storing data outside of Essbase • Can be set up for instant or manual updates HFM’s EAL – Essbase Analytics Link
www.finitsolutions.com - 37 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Essbase licenses are much less expensive than HFM licenses – Essbase view of HFM data is updated almost instantly compared to syncing or loading data – Custom mapping may be built in the relational db – Other data may be added to the Essbase cube • Cons: – Challenging to set up HFM’s EAL – Essbase Analytics Link
www.finitsolutions.com - 38 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Cons, continued – Must use local EAS Console Client for build and administration – Additional licensing – Potential for two versions of FR reports needed: one sourced from HFM and one sourced from Essbase – Oracle only has one support person globally – No new version since 11.1.2.2 - roadmap? HFM’s EAL – Essbase Analytics Link
www.finitsolutions.com - 39 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Different Options Between Products
www.finitsolutions.com - 40 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Different Options Between Products
www.finitsolutions.com - 41 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
www.finitsolutions.com - 42 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Calc Script with DATAEXPORT • Load rule with mapping and record selection Demonstrations / Examples
www.finitsolutions.com - 43 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
www.finitsolutions.com - 44 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Create Replicated Partition • Push data • Retrieve data with Smart View Demonstrations / Examples
www.finitsolutions.com - 45 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
www.finitsolutions.com - 46 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Create Planning Map to Reporting • Push data • Retrieve data with Smart View Demonstrations / Examples
www.finitsolutions.com - 47 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
www.finitsolutions.com - 48 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case Studies / Solutions
www.finitsolutions.com - 49 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • HFM is primary consolidation and external reporting tool • Budget and Forecasts are performed in Planning • Same data is needed in both products • Minimize work for user by only having to load a file once but send data to both products • Accommodate lower level of detail in Planning • Many different formats, maps, and data loaders • HFM loads occur multiple times a day • Planning loaded once a day and when actual data is finalized Case #1 - Requirements
www.finitsolutions.com - 50 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #1 - Inbound
www.finitsolutions.com - 51 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #1 - Outbound
www.finitsolutions.com - 52 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • FDM solution with MaxL, calc scripts and scheduled jobs • Currency translation in both HFM and Planning • Periodic conversion in Planning • Administrator controls when to load data to Planning • Budget/Forecast data loaded to HFM every 2 hours • No additional work for users • Users control mapping • Easy to maintain • Audit trail Case #1 - Summary
www.finitsolutions.com - 53 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Same actual source data goes to Planning and HFM • Users load to both products • Amounts in both products must match within minutes • Accommodate lower level of detail in Planning • Many different formats, maps, and data loaders • Loads occur multiple times a day • Applications are EPMA maintained with shared hierarchies Case #2 - Requirements
www.finitsolutions.com - 54 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #2
www.finitsolutions.com - 55 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Dual load by users to Planning and HFM from FDM • Data Sync of IC Eliminations from HFM to Planning • Currency translation in both HFM and Planning • Periodic conversion in Planning • Users control mapping • Data Sync scheduled and on-demand • Audit trail • Data between products reconciles Case #2 - Summary
www.finitsolutions.com - 56 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Different data to Planning, HFM, and Essbase • Drill back to source required • Customer level reporting data with 60K SKUs • User input to Planning at customer level with 60K SKUs • More detail in Planning and Essbase than HFM Case #3 - Requirements
www.finitsolutions.com - 57 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #3
www.finitsolutions.com - 58 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Build is in process • FDM heavily used • Planning to use ASO plan types and Map to Reporting • Replicated and transparent partitions for reporting cubes use Case #3 - Summary
www.finitsolutions.com - 59 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Individual Planning applications for each BU • Identical meta data in each planning application • Meta data updated automatically from the source data to be loaded monthly • Data from all BU applications to be consolidated in the corporate application Case #4 - Requirements
www.finitsolutions.com - 60 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #4
www.finitsolutions.com - 61 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • ODI solution for all data movement • Meta data is updated from the Oracle EBS data to each BU application and the corporate application • Oracle EBS data is loaded to all 10 applications • Budget and Forecast data is pushed / pulled to the corporate application Case #4 - Summary
www.finitsolutions.com - 62 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Weigh the pros and cons of each option • KISS theory – minimize complexity and points of failure • Consider future maintenance and who will need to do it! • How many resources will be needed for each product / method used? • Do not use it just because it is there! Summary
www.finitsolutions.com - 63 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Questions and Answers
www.finitsolutions.com - 64 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 “What an FDM to FDMEE Conversion Looks Like” Friday, September 18th, Noon EDT Next Finit Webinar
www.finitsolutions.com - 65 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Past Webinars: http://www.finitsolutions.com/webinar.html Presenter Cindy Eichner ceichner@finitsolutions.com General Questions Greg Barrett gbarrett@finitsolutions.com Joe Mizerk jmizerk@finitsolutions.com Questions? Email us for a copy of the slides or link to the recording insights@finitsolutions.com Thank You for Attending!

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Data options with hyperion planning and essbase

  • 1. www.finitsolutions.com Data Options with Hyperion Planning and Essbase Including Mapping, Loading, Moving and Reporting August 14, 2015 Cindy Eichner ceichner@finitsolutions.com
  • 2. www.finitsolutions.com - 2 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Founded in 2002 • 75+ employees in 20+ states – Mostly CPAs, MBAs – We have extensive Hyperion product and financial reporting backgrounds • 50+ Planning / Essbase Clients • 80+ HFM Clients – Managed several of the largest EPM projects in the U.S. – Including the largest roll-out of HFM in North America • Market Leader in ARM/FCM • World Leader in FDM implementations and custom solutions Finit Overview
  • 3. www.finitsolutions.com - 3 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 EPM Services • Finit Answers ‒ Technical Support ‒ Functional / Admin Support ‒ Access to Hyperion SMEs ‒ Dedicated support team and guaranteed response times ‒ Customer Service Focus ‒ Flexible Time and Material support packages ‒ ‘Pay as you Go’ option • Hyperion Planning & Essbase • Oracle Financial Close Suite • Infrastructure • Data Services • Project / Program Management • Redesign / Enhancements • Product Upgrades • Application enhancements / redesign • Performance optimization Dedicated Support Upgrades Full Cycle Implementations
  • 4. www.finitsolutions.com - 4 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • We make and deliver personalized financial reporting solutions and experiences. – By listening, questioning, and analyzing – By building relationships … not company to company, but person to person. – We are Makers and Doers WHY is Finit Here?
  • 5. www.finitsolutions.com - 5 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 We Run Finit like a Family • Invest in our employees • All owners actively involved in the business • No debt or external owners – Prioritize the customer, not profitability • Long term stability – Hire employees, not subcontractors • Compensation model based on client satisfaction HOW do we achieve our beliefs?
  • 6. www.finitsolutions.com - 6 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Our values, on which we ask you to provide consultant feedback: Finit Values
  • 7. www.finitsolutions.com - 7 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Our values, culture, and approach to becoming a trusted advisor to customers has led to 100% customer success for every Finit client (225+) and for every Oracle Hyperion project (450+) Finit Customer Success
  • 8. www.finitsolutions.com - 8 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Some Finit Customers
  • 9. www.finitsolutions.com - 9 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Questions
  • 10. www.finitsolutions.com - 10 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Cindy Eichner ceichner@finitsolutions.com • 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 – Essbase – Hyperion Planning – Hyperion Financial Management (HFM) – Hyperion Data Relationship Management (DRM) • Frequent speaker at KScope About the Presenter
  • 11. www.finitsolutions.com - 11 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Agenda • Different Options with Pros and Cons – “Native” within an application – Other tools • Different Options Between Products • Demonstrations / Examples • Case Studies / Solutions • Questions and Answers
  • 12. www.finitsolutions.com - 12 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Calc scripts / business rules – XWRITE – XREF – DATAEXPORT – DATAIMPORTBIN • Load rules • Partitions – Replicated – Transparent • Essbase report scripts “Native” Options Within an Application
  • 13. www.finitsolutions.com - 13 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • FDM / FDMEE / ODI • EPMA’s Data synchronization • Planning’s Map to Reporting Application • HFM’s EA • HFM’s EAL Other Tools
  • 14. www.finitsolutions.com - 14 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Design and development • Complexity • Administration • Modifications • Performance • Challenges Pros and Cons
  • 15. www.finitsolutions.com - 15 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Different Options
  • 16. www.finitsolutions.com - 16 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Native Options
  • 17. www.finitsolutions.com - 17 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Calc Scripts / Business Rules • DATAEXPORT – FIX … ENDFIX: very specific slices of data – Text files – Relational database table using ODBC – Binary – Many options using SET DATAEXPORTOPTIONS • DATAIMPORTBIN – Binary file
  • 18. www.finitsolutions.com - 18 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • XREF – May also be used in member formulas – Uses location aliases – Best for small amounts of data – Blocks need to be created • XWRITE – Creates blocks – Uses location aliases – Best for small amounts of data Calc Scripts / Business Rules
  • 19. www.finitsolutions.com - 19 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Maintained by Planning / Essbase administrator – May be written efficiently by using meta data • UDAs, member set functions • FIX … ENDFIX • Calc Manager rules may use form point of view in Planning – Created files may be written to or picked up from URLs • Cons: – Calc scripts can be hard to follow without documentation Calc Scripts / Business Rules
  • 20. www.finitsolutions.com - 20 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Flat file or SQL sources • Delimited or fixed • Mapping is possible • Column and text manipulation including sign flip • Selection and rejection of records by column values • Overwrite / additive of data values • May be used with scripts and by other tools like FDM / FDMEE Load Rules
  • 21. www.finitsolutions.com - 21 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Data loads with rules are fast – Maintained by Essbase / Planning administrator – Another product is not needed • Cons: – Rule is a binary object which may only be maintained in EAS – Prefixes, suffixes, maps, row rejects, row accepts must be viewed independently – no documentation format Load Rules
  • 22. www.finitsolutions.com - 22 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Cons, continued – Maps may not be loaded but must be manually entered – Complex mapping or column manipulation is not easy and sometimes not possible – Occasionally rules become corrupted and must be recreated – Changes to files / columns oft times require creating a new load rule Load Rules
  • 23. www.finitsolutions.com - 23 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Transparent – No data movement – just database pointers • Replicated – Copies data • Area definitions – May use member set functions • Mapping – 1 to 1 (for example: Jan = 01) • May be scripted with MaxL Partitions
  • 24. www.finitsolutions.com - 24 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Maintained by Essbase / Planning administrator – May be scripted using MaxL – Data accessed via transparent partition is “live” • Cons: – May only be used for data movement between Essbase / Planning applications – Replicated requires manually invoked or scheduled data movement Partitions
  • 25. www.finitsolutions.com - 25 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Maintained by Essbase / Planning administrator – May be scripted using MaxL – May use member set functions • Cons: – Like coding an old “green bar” report on mainframes – Formatting challenged – Poor performance with a lot of data Essbase Report Scripts
  • 26. www.finitsolutions.com - 26 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Other Tools
  • 27. www.finitsolutions.com - 27 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Mapping including complex mapping • Validation of load members • Multiple sources and import formats • Multiple users loading data • May be customized for data clears and calcs • May use load rules • Audit trail FDM / FDM EE / ODI
  • 28. www.finitsolutions.com - 28 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • FDMEE and ODI may be used for metadata • FDM Classic can be used to generate .ADS files for DRM or EPMA • In 11.1.2.4 data sync is moved to FDMEE – Hyperion applications as sources – Map – Load to other Hyperion applications as targets FDM / FDM EE / ODI
  • 29. www.finitsolutions.com - 29 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Excellent for mapping – Drill back to the source – Auditors “love” the audit trail • Cons: – Another product to build and maintain – Potentially additional licensing – Reduced performance with very large data sets (>1.5-2M records) in FDM classic FDM / FDM EE / ODI
  • 30. www.finitsolutions.com - 30 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Requires both source and target applications to be EPMA applications • Mapping • Filtering and overrides • Targets may be HFM, Planning, EPMA’s Data Synchronization Essbase (both ASO and BSO), PBCM • Sources may also include flat files and interface tables • Create/modify, define, validate, execute steps
  • 31. www.finitsolutions.com - 31 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – May be automated – May use variables to define Year and Period – Good for copying data within the same application • Cons: – Requires applications to be maintained with EPMA – Member lists (HFM) are not allowed – Mapping too limited in some cases – How long will it be supported due to the move to FDMEE? EPMA’s Data Synchronization
  • 32. www.finitsolutions.com - 32 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Dimension mapping defined in Planning • May map Smart Lists to dimensions – Smart Lists may be synchronized to the reporting app • PushData.exe utility available on Planning server – Batch jobs and scheduled pushes • Reporting app may not have attribute dimensions • Reporting app may not have “Duplicate Members Allowed” option • Runs a DATAEXPORT calc script • Source must be BSO plan type (not ASO) Planning’s Map to Reporting Application
  • 33. www.finitsolutions.com - 33 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Reporting on Planning data in a separate application – Aggregating and reporting on Smart Lists Planning’s Map to Reporting Application – May link Planning data to multiple reporting applications – May be automated • Cons: – Planning automatically maps same-named dimensions – Member names must match in both applications
  • 34. www.finitsolutions.com - 34 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Several file format options – Flat file – Database tables • POV templates may be saved, reused, shared • Only extracting meta data is possible • Specific slices of data may be extracted at any level • Definitions may use member lists, members, functions • Has now been merged into HFM Data Extract HFM’s EA - Extended Analytics
  • 35. www.finitsolutions.com - 35 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – May be automated with task flows – Very fast for small amounts of data – Extracts may be used outside of EPM • Cons: – Set up used to be by trial and error until successful but in recent versions is now quite easy – No mapping available – No native automated load to target application – Extract format may not be modified HFM’s EA - Extended Analytics
  • 36. www.finitsolutions.com - 36 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Uses partitions to create an Essbase database version of HFM • Replicated partition loads data into Essbase • Transparent partition utilizes a data synchronization repository storing data outside of Essbase • Can be set up for instant or manual updates HFM’s EAL – Essbase Analytics Link
  • 37. www.finitsolutions.com - 37 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Pros: – Essbase licenses are much less expensive than HFM licenses – Essbase view of HFM data is updated almost instantly compared to syncing or loading data – Custom mapping may be built in the relational db – Other data may be added to the Essbase cube • Cons: – Challenging to set up HFM’s EAL – Essbase Analytics Link
  • 38. www.finitsolutions.com - 38 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Cons, continued – Must use local EAS Console Client for build and administration – Additional licensing – Potential for two versions of FR reports needed: one sourced from HFM and one sourced from Essbase – Oracle only has one support person globally – No new version since 11.1.2.2 - roadmap? HFM’s EAL – Essbase Analytics Link
  • 39. www.finitsolutions.com - 39 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Different Options Between Products
  • 40. www.finitsolutions.com - 40 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Different Options Between Products
  • 41. www.finitsolutions.com - 41 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
  • 42. www.finitsolutions.com - 42 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Calc Script with DATAEXPORT • Load rule with mapping and record selection Demonstrations / Examples
  • 43. www.finitsolutions.com - 43 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
  • 44. www.finitsolutions.com - 44 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Create Replicated Partition • Push data • Retrieve data with Smart View Demonstrations / Examples
  • 45. www.finitsolutions.com - 45 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
  • 46. www.finitsolutions.com - 46 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Create Planning Map to Reporting • Push data • Retrieve data with Smart View Demonstrations / Examples
  • 47. www.finitsolutions.com - 47 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Demonstrations / Examples
  • 48. www.finitsolutions.com - 48 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case Studies / Solutions
  • 49. www.finitsolutions.com - 49 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • HFM is primary consolidation and external reporting tool • Budget and Forecasts are performed in Planning • Same data is needed in both products • Minimize work for user by only having to load a file once but send data to both products • Accommodate lower level of detail in Planning • Many different formats, maps, and data loaders • HFM loads occur multiple times a day • Planning loaded once a day and when actual data is finalized Case #1 - Requirements
  • 50. www.finitsolutions.com - 50 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #1 - Inbound
  • 51. www.finitsolutions.com - 51 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #1 - Outbound
  • 52. www.finitsolutions.com - 52 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • FDM solution with MaxL, calc scripts and scheduled jobs • Currency translation in both HFM and Planning • Periodic conversion in Planning • Administrator controls when to load data to Planning • Budget/Forecast data loaded to HFM every 2 hours • No additional work for users • Users control mapping • Easy to maintain • Audit trail Case #1 - Summary
  • 53. www.finitsolutions.com - 53 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Same actual source data goes to Planning and HFM • Users load to both products • Amounts in both products must match within minutes • Accommodate lower level of detail in Planning • Many different formats, maps, and data loaders • Loads occur multiple times a day • Applications are EPMA maintained with shared hierarchies Case #2 - Requirements
  • 54. www.finitsolutions.com - 54 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #2
  • 55. www.finitsolutions.com - 55 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Dual load by users to Planning and HFM from FDM • Data Sync of IC Eliminations from HFM to Planning • Currency translation in both HFM and Planning • Periodic conversion in Planning • Users control mapping • Data Sync scheduled and on-demand • Audit trail • Data between products reconciles Case #2 - Summary
  • 56. www.finitsolutions.com - 56 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Different data to Planning, HFM, and Essbase • Drill back to source required • Customer level reporting data with 60K SKUs • User input to Planning at customer level with 60K SKUs • More detail in Planning and Essbase than HFM Case #3 - Requirements
  • 57. www.finitsolutions.com - 57 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #3
  • 58. www.finitsolutions.com - 58 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Build is in process • FDM heavily used • Planning to use ASO plan types and Map to Reporting • Replicated and transparent partitions for reporting cubes use Case #3 - Summary
  • 59. www.finitsolutions.com - 59 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Individual Planning applications for each BU • Identical meta data in each planning application • Meta data updated automatically from the source data to be loaded monthly • Data from all BU applications to be consolidated in the corporate application Case #4 - Requirements
  • 60. www.finitsolutions.com - 60 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Case #4
  • 61. www.finitsolutions.com - 61 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • ODI solution for all data movement • Meta data is updated from the Oracle EBS data to each BU application and the corporate application • Oracle EBS data is loaded to all 10 applications • Budget and Forecast data is pushed / pulled to the corporate application Case #4 - Summary
  • 62. www.finitsolutions.com - 62 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 • Weigh the pros and cons of each option • KISS theory – minimize complexity and points of failure • Consider future maintenance and who will need to do it! • How many resources will be needed for each product / method used? • Do not use it just because it is there! Summary
  • 63. www.finitsolutions.com - 63 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Questions and Answers
  • 64. www.finitsolutions.com - 64 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 “What an FDM to FDMEE Conversion Looks Like” Friday, September 18th, Noon EDT Next Finit Webinar
  • 65. www.finitsolutions.com - 65 - Data Options with Hyperion Planning and Essbase ©2015Data Options with Hyperion Planning and Essbase ©2015 Past Webinars: http://www.finitsolutions.com/webinar.html Presenter Cindy Eichner ceichner@finitsolutions.com General Questions Greg Barrett gbarrett@finitsolutions.com Joe Mizerk jmizerk@finitsolutions.com Questions? Email us for a copy of the slides or link to the recording insights@finitsolutions.com Thank You for Attending!