Finit solutions integrating with essbase and planning

The Finit Solutions Series
Getting the Most out of
Integration: Essbase and OracleIntegration: Essbase and Oracle
Hyperion Planning
August 18 2010August 18, 2010
Presented by Cindy Eichner
www.finitsolutions.comwww.finitsolutions.com

Ab t Fi it S l tiAbout Finit Solutions

Th Fi it S l ti S i
Getting the Most out of Integration: Essbase and Oracle Hyperion Planning
Th Fi it S l ti S i
Finit Introduction The Finit Solutions SeriesThe Finit Solutions Series
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Consolidation
– Financial Management (HFM)
Hyperion Enterprise
Planning and Business Intelligence
– Planning
Essbase– Hyperion Enterprise
– Financial Close Management
– Disclosure Management
– Essbase
Integration
– Financial Data Quality Management
(FDM)
BI+ Reporting Tools
– Financial Reporting
( )
– Oracle Data Integrator (ODI)
– Data Integration Management (DIM)
– Other (EPMA, ERPi, etc)
– Smartview
– Web Analysis
– Essbase Excel Add‐in
www.finitsolutions.com
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Other (EPMA, ERPi, etc)

Th Fi it S l ti S i
Finit’s Planning/Essbase & Integration Expertise
• Finit’s certified Hyperion Planning consultants differentiate themselves by combining
advanced product knowledge with best practice budget and forecasting expertise. We
specialize in “finance owned” Planning implementations in which we assist you withspecialize in finance‐owned Planning implementations in which we assist you with
improving / streamlining the budget and forecasting processes.
• Our certified Essbase consultants combine product expertise with their finance and
accounting backgrounds to deliver efficient, high value applications that solve relevant
business issues for middle market companies to some of the largest companies on the
Fortune 500.  Our Essbase services include new implementations, optimization, and
application reviews / redesignapplication reviews / redesign.
• Finit has a long history with data integration. Our combined expertise in Oracle Hyperion
data integration products as well as our accounting and finance‐based backgrounds
bl d l l d h l d d l denable us to deliver complete integration designs that include strong data quality and
validation checks.  Collectively, Finit has designed and implemented data integration
solutions that have sourced data from more than 4,800 source systems and are used by
over 5,000 end users.
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,

Th Fi it S l ti S i
Th Fi it S l ti S i
Finit’s Client Service The Finit Solutions SeriesThe Finit Solutions Series
W t k li t i i lWe take client service very seriously.
Our client service approach has led to 100%
customer satisfaction for every Finit client f y
(125 and counting).
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Th Fi it S l ti S i
Th Fi it S l ti S i
Some Finit Clients The Finit Solutions SeriesThe Finit Solutions Series
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Th Fi it S l ti S i
Th Fi it S l ti S i
About the Presenter The Finit Solutions SeriesThe Finit Solutions Series
Cindy Eichnery
ceichner@finitsolutions.com
• Director Planning & Business Intelligence
• Over 25 years experience in delivering
information systems
• Has been designing and implementing
Hyperion tools for over 13 years
• Specializes in Planning and Essbase
implementations, enhancements,
performance tuning and conversions
• Oracle Hyperion Certified Consultant
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Th Fi it S l ti S i
Th Fi it S l ti S i
How to Ask a Question The Finit Solutions SeriesThe Finit Solutions Series
Q
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P f th W biPurpose of the Webinar

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Th Fi it S l ti S i
Purpose of this Session The Finit Solutions SeriesThe Finit Solutions Series
• Provide an introduction to various data and metadata
integration options for Hyperion Planning and Essbase
p
integration options for Hyperion Planning and Essbase.
• Provide functionality information for each product
related to data and metadatarelated to data and metadata.
• Discuss the various tools and solutions.
• Go through the usage of the various integration tool• Go through the usage of the various integration tool
options.
• Demonstrate some of the tools and observe first hand• Demonstrate some of the tools and observe first‐hand
how they are used to integrate with Hyperion Planning
and Essbase.
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Integration Products for
Essbase andEssbase and
Oracle Hyperion Planning

Th Fi it S l ti S i
Oracle Hyperion Integration Products The Finit Solutions Series
yp g
Financial Data Quality
Management (FDM)
Enterprise Performance
Management Architect
( )
Oracle Data Integrator (ODI)
(EPMA)
Essbase Studio
Data Relationship
Management (DRM)
g ( )
Essbase Integration Services
(EIS)
Essbase / Planning
Native Tools
g ( ) ( )
Data Integration
Management (DIM)
Blue: Mature Products
Green: Relatively new products.
Orange *: Questionable future.
R d P d t l t d
g ( )
Hyperion Application Link
(HAL)
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Red: Product no longer supported.
* Consult your Hyperion Sales Representative
( )

Th Fi it S l ti S i
Oracle Hyperion Integration Products The Finit Solutions Series
Product Essbase Metadata Essbase Data Planning Metadata
Financial Data Quality
Management (FDM)
Not easily feasible. FDM Essbase Adapter, ASCII
or Relational Table. Essbase
NA
Data Load Rule optional.
Oracle Data Integrator (ODI) ODI Essbase Adapter, ASCII or
Relational Table.
ODI Essbase Adapter, ASCII or
Relational Table.
ODI Planning Adapter.
Data Relationship For loading metadata requires NA For loading metadata requiresData Relationship
Management (DRM)
For loading metadata requires
another product that supports an
Essbase Adapter or Essbase
Dimension Build Rule with ASCII
file/Relational table.
NA For loading metadata requires
another product that
supports a Planning Adapter
or Planning command line
utility with ASCII file.
Enterprise Performance
Management Architect (EPMA)
Direct Connect method. Allows for the transfer of data
elements across applications.
Direct Connect method.
Essbase Studio Data marts on a star schema.
Direct Connect.
Data marts on a star schema.
Direct Connect.
NA
Essbase Integration Services
(EIS)
Direct Connect.
Direct Connect.
NA
Data Integration Management
(DIM)
DIM Essbase Adapter, ASCII or
Relational Table.
DIM Essbase Adapter, ASCII or
Relational Table.
DIM Planning Adapter.
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Native Tools ASCII, Excel, SQL. Uses Dimension
Build Rules or manual updates
using GUI front end.
ASCII, Excel, SQL. Uses Data
Load Rules. Excel “Lock &
Send”.
ASCII. Uses command line
utility or manual updates
using GUI front end.

Th Fi it S l ti S i
Financial Data Quality Management (FDM) The Finit Solutions Series
Financial ata Quality Management (F M)
Strengths and Use Case
• Pre‐Built interface (workflow, mapping, logging).
• Validations are a key component (mapping data target system)• Validations are a key component (mapping, data, target system).
• Typical use case is for financial and other data processing that involves
mapping in a multi‐user environment.
• Essbase adapter
Limitations
• FDM cannot perform any Metadata functions (load metadata or manage
metadata hierarchies).
• FDM is not as efficient with very large file volumes (millions of records).
Similarities to Other Integration Products
• ODI and DIM with their ability to load financial and other data.
• No similarities in terms of preset end user‐driven data and mapping workflow.
Licensing / Other
• FDM does require licensing.
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• FDM was originally UpStream WebLink and acquired by Hyperion in 2006.

Th Fi it S l ti S i
FDM Essbase Adapter View The Finit Solutions Series
ssbase dapte e
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Th Fi it S l ti S i
FDM to Essbase Implementation Case The Finit Solutions SeriesFDM to Essbase Implementation Case
Project Overview
End‐Users needed the ability to load data to an Essbase cube and to also maintain
allocation percentages for specific types of accounts that were also being loadedallocation percentages for specific types of accounts that were also being loaded
to Essbase.  The solution needed to replace a very complex process that was
being done in a complex spreadsheet.
Data Flow
• Users would execute an FDM task in which data was imported from an Oracle
EBS staging table.
• As the data is being imported, if an account is contained in the allocation tables
in FDM the line will be allocated based on a percentagein FDM, the line will be allocated based on a percentage.
• Prior to the load to Essbase, FDM will look to the outline to ensure that all
records are mapped to valid members.
• Then all data will be loaded to Essbase and an Essbase Calc Script will be
executed in FDM.  A data validation report will be displayed after the load.
Maintenance
The only maintenance involved modifying the mapping tables or the allocation
t bl if ith f th t h
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tables if either of those were to change.

Th Fi it S l ti S i
Oracle Data Integrator (ODI) The Finit Solutions Series
Oracle Data Integrator (ODI)
• Ability to load Hyperion metadata and financial and other data to Essbase,
Planning and HFM with product specific adaptersPlanning and HFM with product specific adapters.
• IT driven financial data or metadata load processing.
• Situations where limited mapping or IT controlled mapping is needed.
LimitationsLimitations
• ODI does not have a pre‐built web based user interface to map, validate or load
data or metadata.
• Validations and logging items will more than likely need to be custom built (i.e. gg g y (
log data load errors in a text file).
• Most similar to DIM and HAL.
• FDM for financial data, though typically a different use (Finance vs. IT).
Licensing / Other
• ODI does not require a license if used with Essbase, Planning, or HFM.
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• ODI was originally Sunopsis and acquired by Oracle.

Th Fi it S l ti S i
ODI Planning Adapter View The Finit Solutions Series
ODI Planning Adapter View
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Th Fi it S l ti S i
ODI & FDM to Planning Implementation Case
Project Overview
Prior to this Planning implementation, the client was only using Essbase and HFM.
ODI was selected as the metadata integration tool for Planning.  Data is then
loaded to Essbase by FDM as FDM allows complex mapping and was already being
used for HFM loads.
Data Flow
A Planning metadata load file is first generated in Excel.  VBA processes in Excel pull
the data from a Showcase query, build the hierarchy and save the file to a pre‐q y, y p
defined ODI data source location.  An ODI interface and package updates the
Planning metadata.
Maintenance
If there are any changes in the data source/format or if there are any new
interfaces/packages, the ODI Designer (Model & Project) needs to be updated.
If there are any changes to the Planning application connection information or the
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If there are any changes to the Planning application connection information or the
data source location, the ODI Topology Manager needs to be updated.

Th Fi it S l ti S i
Data Relationship Management (DRM)The Finit Solutions Series
p g ( )
• Most robust metadata management tool for Oracle Hyperion.
Abilit t d d l t d t t b th H i t d• Ability to manage and deploy metadata to both Hyperion systems and non‐
Hyperion systems.
Limitations
• DRM does not perform any data processing• DRM does not perform any data processing.
• DRM is client based.
• All files created by DRM for Essbase and Planning consumption are in flat file
format. This mean either the native tools or other products with adapters must p p
be used to process Essbase and Planning updates.
• EPMA
Licensing / Other
• DRM does require a license.
• DRM was formerly Master Data Management (MDM).
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• MDM was originally developed by Raaza and purchased by Hyperion.

Th Fi it S l ti S i
DRM View The Finit Solutions SeriesDRM View
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Th Fi it S l ti S i
DRM Implementation Case The Finit Solutions SeriesDRM Implementation Case
Project Overview
The client was using a home grown organization hierarchy maintenance system
which was feeding flat files to varied systems including GL, Fixed Asset, HR, and the
Hyperion suite including Essbase and Planning.  This system required great
knowledge and any staff turn over required months of training.  DRM was selected
for metadata maintenance.  Output from DRM was fed to the varied systems
including a data warehouse which sourced EIS to Essbase.
Data Flow
An EIS OLAP Model and Metaoutline were created for each Essbase cube.  Full
automation was implemented utilizing batch and mxl scripts.
Maintenance
New Essbase cubes required a new Metaoutline and cube specific batch and mxl
scripts.
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Th Fi it S l ti S i
Enterprise Performance Management Architect(EPMA)
• Ability to manage Hyperion metadata for HFM, Planning, and Essbase in one
i finterface.
• Ability to load or push metadata into the different Hyperion target systems.
• Fully integrated with Shared Services (roles and external authentication).
Li it tiLimitations
• EPMA is geared towards Hyperion application metadata only.
• EPMA’s data functionality exists, but is very limited.
• EPMA is web based so it can be difficult to make mass changes May have to• EPMA is web based, so it can be difficult to make mass changes. May have to
make them off‐line and import changes.
• DRMDRM
Licensing / Other
• EPMA does not require a license; it is included with HFM, Planning and Essbase
licensing.
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g

Th Fi it S l ti S i
EPMA View The Finit Solutions Series
EPMA View
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Th Fi it S l ti S i
EPMA ‐ What else is in there? The Finit Solutions SeriesEPMA What else is in there?
• Oracle Hyperion Enterprise Performance Management Architect
 Calculation Manager ‐ A graphical, flowchart environment for building and validating
business rules utilized by Financial Management and Planning applicationsbusiness rules utilized by Financial Management and Planning applications.
 Batch Client ‐ Command line interface that allows EPM architect tasks to be run in a
scripted and lights‐out fashion.
 Application Creation Wizard ‐ User guided step‐by‐step process for the creation of EPM pp g p y p p
applications.
 Shared and Local Dimensions ‐ Expanded methods for dimension and member sharing
across or between applications.
 Grid Editor ‐ View and manage members in a grid format that displays multiple members
and their related properties.
 Application Import ‐ Direct Import into application to perform bulk updates that are
needed only by a single application.needed only by a single application.
 Import Format Simplification ‐ Fewer required sections in the dimension import format.
 Profitability and Cost Management ‐ Support for the creation and deployment of the new
Profitability application.
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Th Fi it S l ti S i
EPMA Implementation Case The Finit Solutions SeriesEPMA Implementation Case
Project Overview
The client already had HFM and was performing metadata updates utilizing EPMA.
It was a natural fit to use EPMA for a new Planning implementation which used
several dimensions in common.
Data Flow
Utilizing the batch client, scripted EPMA tasks were run on a scheduled basis.
Maintenance
Any hierarchy maintenance was performed once within EPMA and deployed to
multiple applications through automated processes.
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Th Fi it S l ti S i
Essbase Studio The Finit Solutions Series
Essbase Studio
• Ability to load or push metadata into the different Essbase target cubes.
• Supports several drill through options: relational databases URLs custom• Supports several drill‐through options: relational databases, URLs, custom
SQL, and Java methods.
• Supports lineage of the metadata relationships, allowing users to follow
application lineages to their metadata components and through to the
d t f hi h th ddata sources from which they were sourced.
Limitations
• Only supports Essbase data and metadata.
D t t hi h l l d ill th h• Does not support high level drill‐through.
• Young product. Introduced with System 11.
E b I t ti S i E b St di ill t ll l EIS• Essbase Integration Services. Essbase Studio will eventually replace EIS.
Licensing / Other
• Included as part of Essbase.
• Essbase Studio provides a migration utility for EIS Models and
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MetaOutlines into Studio.

Th Fi it S l ti S i
Essbase Studio View The Finit Solutions Series
Essbase Studio View
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Th Fi it S l ti S i
Essbase Integration Services (EIS) The Finit Solutions Series
g ( )
• Ability to deploy Essbase cubes from relational data stores.
• Updates both data and metadata of Essbase cubes.
• Specifically valuable for client with Data Warehouses in place.
• Allows for Drill Through and Hybrid Analysis.
Limitations
• Data mart design could get very complex depending on how ragged the
various dimensions are.
• Not integrated with Shared Services• Not integrated with Shared Services.
• Essbase Studio. EIS is getting incorporated into Essbase Studio as part of
merging Essbase Studio and Administration Servicesmerging Essbase Studio and Administration Services.
Licensing / Other
• Requires a License.
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Essbase Studio provides a migration utility for EIS Models and
MetaOutlines into Studio.

Th Fi it S l ti S i
EIS View The Finit Solutions SeriesEIS View
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Th Fi it S l ti S i
Data Integration Management (DIM) The Finit Solutions Series
g g ( )
• Ability to load Hyperion metadata and financial and other data to Essbase,
l i dPlanning and HFM.
• IT driven data or metadata load processing.  Very powerful engine that can
process large volumes of data.
LimitationsLimitations
• DIM  does not have a pre‐built web based user interface to map, validate
or load data or metadata.
• Validations and logging items may need to be custom built (i.e. log data gg g y ( g
load errors in a text file).
• Most similar to ODI, HAL.
• FDM for financial data, though typically a different use (Finance vs. IT).
Licensing / Other
• DIM does require a license if used with Hyperion products.
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• Informatica is an independent company not owned by Oracle.

Th Fi it S l ti S i
DIM Planning Metadata Adapter The Finit Solutions Series
g p
Components used to create a DIM process to update Planning MetadataComponents used to create a DIM process to update Planning Metadata
• PowerCenter Designer – Build the Source and Build the Target
• PowerCenter Designer – Mapping
• PowerCenter Workflow Manager – Task and Work Flow
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• Execute Workflow

Th Fi it S l ti S i
DIM Implementation Case The Finit Solutions Series
DIM Implementation Case
Project Overview
DIM’s Hyperion Planning Adapter was used in its most simple form.  The client yp g p p
provided a preprocessed relational view in the proper format.
Data Flow
This client had a Financial Data Warehouse running on Oracle In the dataThis client had a Financial Data Warehouse running on Oracle.  In the data
warehouse a view was created to transform the metadata into parent child
format.  DIM was used to pull the data using the view in the data warehouse
and loading the Planning metadataand loading the Planning metadata.
Maintenance
Validations of metadata and data were performed while populating the data
h bl f ll d d f h l d d dwarehouse tables specifically designed for the Planning data and metadata. No
maintenance was required at the DIM level.
Automation of metadata and data loads throughout the solution were
li h d b i “ d li d i ” bi i
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accomplished by using a “command line and MAXL scripts” combination.

Th Fi it S l ti S i
Hyperion Application Link (HAL) The Finit Solutions Series
yp pp ( )
• HAL was Hyperion’s tool that provided financial and other data and
metadata load capabilities (similar to ODI and DIM).
• HAL is conceptually similar to ODI and DIM in that it is workflow
based and that the workflow is not pre‐built but rather needs to be
set up.
• HAL did have a mapping tool, Translation Manager, to allow for
mapping to take place between source and Hyperion targets.
• HAL was an OEM product for Hyperion, developed by Vignette.
• HAL was discontinued in June 2010 meaning the product is no
longer supported and Oracle tech support will not take any calls on
it.
• Finit Solutions is able to migrate complex HAL integrations to the
products of choice.
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Th Fi it S l ti S i
Essbase / Planning Native Tools The Finit Solutions Series
/ g
• Does not require any additional products to be installed.
• Depending on the system, they can be more robust than other tools.
Limitations
• Metadata maintenance must be performed separately in each product’s tool.
• Metadata must be performed within a tool on an application by application
basis.
• Limited versioning and audit capabilities.
• Most classic modes are client based (Planning is an exception)• Most classic modes are client based (Planning is an exception).
• Similar to DRM / EPMA in the ability to manage metadata attributes and
hierarchies and ability to load metadata in the applicationhierarchies and ability to load metadata in the application.
Licensing / Other
• All native tools are included in the base product licensing.
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Th Fi it S l ti S i
Native Tools Usage The Finit Solutions Series
Native Tools Usage
• Essbase
EAS– EAS
– Dimension Build Rules
– Data Loads (With or Without Data Load Rules)( )
– Lock and send via Excel Add‐In
– MaxL
– EssCmd
• Planning
– Web based Dimension Management
– Outline Load Utility
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DemonstrationDemonstration

Questions & AnswersQuestions & Answers

Future Webinars and
Contact Information

Th Fi it S l ti S i
Th Fi it S l ti S i
Upcoming Webinars The Finit Solutions SeriesThe Finit Solutions Series
Getting the Most out of HFM: Web Data Form Tips and Tricks
On September 15, you will learn about the pros and cons of using HFM web data forms
p g
versus other methods of getting data into HFM, such as data loads, journals, Smart View,
and data grids. We will also discuss ways in which data entered via web data forms can
be ‘protected’ during iterative trial balance data loads, so that the data entered via web
data forms is not erased when loading a trial balance data file in ‘Replace’ modedata forms is not erased when loading a trial balance data file in Replace mode.
During this webinar, you will also learn some of the more advanced design, formatting,
and functions for web data forms, including:
SCalcs– SCalcs
– Dimension / member overrides
– Colors / fonts / general formatting
Dynamic row expansion– Dynamic row expansion
– Exporting / importing from Excel
– Opening web data forms in Smart View
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To register, go to www.finitsolutions.com/Insights_Webcast.html

Th Fi it S l ti S i
Th Fi it S l ti S i
Finit Contacts The Finit Solutions SeriesThe Finit Solutions Series
Q ti ?
Cindy Eichner
Questions? ceichner@finitsolutions.com
302.834.8722
Email us for a
Ed DeLise
edelise@finitsolutions.com
678.296.3611
copy of the slides or
l k h d
Joe Mizerk
jmizerk@finitsolutions.com
link to the recording. 919.349.5029
insights@finitsolutions.com
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Finit solutions integrating with essbase and planning

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