5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Presenters: Matthew Bradley, VP, EPM Applications Raju Krishnamoorthy, Director, AIT
Jim English, VP Finance
ORACLE PRODUCT
LOGO
6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
We run the applications that run Oracle We drive enhancements based on our experience We share best practices with our customers
7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
How Oracle Replaced Its
Legacy Budgeting and Planning Systems and lived to tell about it
8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
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
9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
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
10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Legacy architecture
Consol Ledgers (GL)
Acquisition Ledgers (GL)
Primary Ledgers (GL)
Oracle Financial Analyzer (Multi dimensional Cubes)
End
Use
rs
��������� � �����
11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Where we started:
������� �������� ������ ��� ��� �����
�����
������� ����� ��
������������������ ������
���������������� �������
������������������ �������
12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Oracle’s EPM Strategy
Corporate Reporting (CORE) (Essbase)
Div
isio
nal L
OB
A
pplic
atio
ns
(Pla
nnin
g)
CRM
Corporate Data Warehouse
���
� ��� ��!"#$%&&
���
DRM
ERP
���
13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Definitions • Aggregate Storage Option (ASO)
– Fast aggregation – Large, sparse data sets – Large outlines – No specialized calculations required in the cube
• Block Storage Option (BSO) – Data entry / Planning – Complex calculations / allocations – Separate data entry from data loads – Replicated partitions
14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Insert Information Protection Policy Classification from Slide 8
Take One
BSO only architecture
• All data entry • All actuals data load • All required transformations • Aggregation of data
Take One BSO
15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
But there were problems
• Data aggregation took too long • Extensive downtime • Data transformations took hours • Unpredictable and inconsistent
It just didn’t work. Good tool. Bad implementation.
16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Back to the drawing table
• Explored various options to fix the issue – Essbase 32bit vs. 64 bit option – Tuning various calc scripts – Reduce the amount of data in the cube
• Partnered with PD to redesign the solution – Oracle’s Size + Complexity of requirements demanded a different
approach
17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Complexity
'�� ������� ( ' � )�������������� ������ *��+
,-��� ��./0�������1
2�����.3��� ��4���������������� 5���2 2�����.3��� ��4����������������� 5(��+ 2�����.3��� ��4���������3�������� 5*��+ 2�����.3��� ��4��������6$��������� 5-��+
18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Take Two
19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
Rep
ortin
g
Fore
cast
, B
udge
t en
try
Forecast, Budget, etc (ODI)
End Users
pg
Data Entry BSO cube
Actuals ASO cube
The Hybrid ASO/BSO Architecture
20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
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
21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
What did this REALLY get us? Results!
������� �������� ������ ��� ��� ����������
��������������
�����������
������� ����� �� 5� �� ����7 ������������������ ������ �� �� ���7 ���������������� ������� 8� �� 9��7 ������������������ ������� :*� �� 9��7
22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
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
23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
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
24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
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
25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8
What The Future Holds
• Additional Essbase/Planning Solutions • OBIEE 11g on Essbase
– Zero data discrepancy between OBIEE 11g and Smart View
• Blending data between reporting systems (Global DW, CORE, ODS)
• Pre-requisites – Conform dimensions – Common security definitions