Eal introduction webinar_final

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])

http://www.finitsolutions.com/

www.finitsolutions.com - 2 -

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



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



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



Finit’s Values



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



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



About the Presenter

Jay Hampton

Partner with Finit Solutions Hyperion Consultant since 2004

Based out of Cincinnati, OH

No kids + No pets = No picture



Essbase Analytics Link – Product Information Overview Application Options Configuration Concepts Transformation Types

Demo Why EAL? Typical Use Cases Q and A

Agenda



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



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



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



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



Configure Essbase Server and Add Application Configure HFM Server and Add Application

EAL Configuration Concepts



Configure Bridge




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



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



Essbase Properties from EAL




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




Each Bridge will contain a “Target Design Grid” It defines the relationship between HFM and

Essbase




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 Transformation Type



From the Documentation

EAL Transformation Type



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



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




Join Dimensions Joins multiple HFM dimensions into one Essbase

dimension Mapping is required Assumes new dimension is created on the Essbase

side




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




For Transparent Partitions there is no “execution” since it’s a direct synch of data Replicated Partition involves clicking the button

Executing EAL



DEMO

Demo



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



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



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]


mailto:[email protected]




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