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Oracle EPM at Oracle:

Hyperion Planning and Oracle EssbasePresenters:

Matthew Bradley, VP, EPM Applications Raju Krishnamoorthy, Director, AIT

Jim English, VP Finance

ORACLEPRODUCT

LOGO

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We run the applications that run Oracle

We drive enhancements based on our experienceWe share best practices with our customers

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How Oracle Replaced Its

Legacy Budgeting and Planning Systems

and lived to tell about it

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In the beginning

•  Legacy systems were in place across Oracle

•  Financial reporting needed a consistent set of tools

•  No standard solution for Corporate and LOB

•  No enterprise-wide reporting solution

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What we needed

•  Replace legacy systems

•  Implement “Best in Class” solution – standardize!

• Provide unified and integrated reporting solution

•  Incorporate enterprise BI and effective change

management

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Legacy architecture

Consol Ledgers (GL)

 Acquisition Ledgers (GL)

Primary Ledgers (GL)

Oracle Financial Analyzer (Multi dimensional Cubes)

   E  n

   d

   U  s  e  r  s

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Where we started:

 

 

  56 

# 5)6 

  21)6 

!  5 

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Oracle’s EPM Strategy

Corporate Reporting (CORE)(Essbase)

   D   i  v   i  s   i  o  n  a   l   L   O   B

   A

  p  p   l   i  c  a   t   i  o  n  s

   (   P   l  a  n  n   i  n  g   )

CRM

Corporate Data

Warehouse

%(

DRM

ERP

                  

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Definitions

•  Aggregate Storage Option (ASO) –  Fast aggregation

 –  Large, sparse data sets

 –  Large outlines

 –  No specialized calculations required in the cube

•  Block Storage Option (BSO) –  Data entry / Planning

 –  Complex calculations / allocations

 –  Separate data entry from data loads –  Replicated partitions

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Take One

BSO only architecture

•  All data entry

•  All actuals data load

•  All required transformations

•  Aggregation of dataTake One

BSO

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But there were problems

•  Data aggregation took too long

•  Extensive downtime

•  Data transformations took hours

•  Unpredictable and inconsistent

It just didn’t work.

Good tool. Bad implementation.

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Back to the drawing table

•  Explored various options to fix the issue –  Essbase 32bit vs. 64 bit option

 –  Tuning various calc scripts

 –  Reduce the amount of data in the cube

•  Partnered with PD to redesign the solution –  Oracle’s Size + Complexity of requirements demanded a different

approach

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Complexity

.  : 

.  461+3&>7, 

&$##  -2)2 &$##  -:61 

&$##$#  -411 

&$#*#  -311 

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Take Two

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   R  e  p  o  r   t   i  n  g

   F  o  r  e  c  a  s   t ,

   B  u   d  g  e   t

  e  n   t  r  y

Forecast,Budget, etc

(ODI)

End Users

Data EntryBSO cube

 Actuals ASO cube

The Hybrid ASO/BSO Architecture

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Hybrid ASO/BSO architecture worked

•  All Corporate forecasting/budgeting in Corporate

Reporting (CORE)

•  Source of truth for internal and external reporting

• Global solution covering all LOB 24/7

•  1000+ users

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What did this REALLY get us? Results!

 

 

 

 

  56  -2  5611= 

# 5)6  61  651= 

  21)6  86  951= !  5  ?41  911= 

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Planning is paramount!

• Settle on the dimensionality early on• Design the dimensions to allow for ease of synchronization

• Synchronize dimensions between cubes

• Follow best practices• Establish a metadata maintenance process

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What were Oracle’s technical considerations?

•  BSO performance –  Fragmentation 

 –  Commit blocks 

 –  Memory requirements during outline restructure

•  ASO performance considerations

 –  Stored and dynamic dimensions 

 –  Logical clear vs. physical clear during data loads 

The Special Sauce

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What did we learn?

•  The right tools = dramatic performance improvement –  Hybrid ASO/BSO architecture

 –  Relational database

• Intermediate data store (staging area) 

•  Automation of various business rules 

 –  Oracle Data Integrator  • End to end automation (ETL) 

• Pre-built integration with EPM

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What The Future Holds

•  Additional Essbase/Planning Solutions

•  OBIEE 11g on Essbase –  Zero data discrepancy between

OBIEE 11g and Smart View

• Blending data between reportingsystems (Global DW, CORE, ODS)

•  Pre-requisites

 –  Conform dimensions –  Common security definitions