Getting the Most out of EPMA: HFM Managing Metadata with EPMA

Getting the Most out of EPM
HFM: Managing Metadata With EPMA

March 22nd, 2013
Christine Ong-Estrada (cong-estrada@finitsolutions.com)
Erich Ranz (eranz@finitsolutions.com)

www.finitsolutions.com

Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation Planning and Business Intelligence
 Financial Management (HFM)  Planning
 Hyperion Enterprise  Core Planning
 Financial Close Management (FCM)  Modules (Workforce, CapEx,
 Disclosure Management Project Financial Planning)
 Account Reconciliation Module (ARM)  Essbase (ASO / BSO)
Integration Reporting Tools
 Financial Data Quality Management (FDM)  Financial Reporting
 Oracle Data Integrator (ODI)  Smart View / Essbase Excel Add-In
 Enterprise Performance Management  OBIEE
Architect (EPMA)  Financial Management Analytics
 Data Relationship Management (DRM) (OFMA)
 Other (ERPi, EIS, etc.)  Web Analysis

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Finit Services
Finit’s consulting services cover a broad range of implementation
and post implementation options.

Finit Solutions: Implementation Services

– Full cycle implementations – Infrastructure Services
– Discovery and Requirements – Data Services (historical data, GL data
– Global Design integration)
– Detailed Design and Build – Project / Program Management
– Testing and Training – Product Upgrades
– Deploy – Redesign / Enhancements

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Finit Answers
Finit Solutions Official Support Offering:
Answers & Support with Efficient, Responsive Service
Finit Answers provides the proper support offering for your Business
 Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a
company since our inception (July 2002) - staffed by our Hyperion Subject Matter Experts.
 Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees
can be applied to a future project to replace Hyperion Enterprise with Finit Solutions.
 Allow Finit Answers to be your personal Hyperion Insurance Policy
 Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels
of support that we can customize to meet your needs:

1. Time And Materials Support: You only pay for the time you use (no monthly fees)
2. Dedicated Critical Support: Technical Application Support with a guaranteed 2-hour response time
3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations,
custom reports, etc.
4. Managed Services: Application Administrator Assistance (Primary or Secondary)

 http://www.finitsolutions.com/Support_Finit_Answers.html
 CONTACT Greg Barrett (gbarrett@finitsolutions.com) for more information

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Finit’s Focus
We strongly believe that Service + Solutions = Maximum Value
Service
 Our 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, no subcontractors.

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.

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Finit’s Values

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Finit’s Client Service

Our client service approach has led to 100%
customer satisfaction for every Finit client (170
and counting) for every Oracle Hyperion project
(over 300 and counting).

-7-

About the Presenters

Erich Ranz
(eranz@finitsolutions.com)

• Former HFM/FDM administrator
• 7 years experience with Hyperion products
• 12 years in Finance
• Based in Wichita, KS

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About the Presenters

Christine Ong-Estrada
(cong-estrada@finitsolutions.com)

• Former Enterprise and HFM administrator
• More than 10 years of Hyperion products experience
• Based in Austin, TX

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Question and Answer

- 10 -

Sign up for Kscope13
using the FINIT code for
a $100 discount on
Registration!

- 11 -

Agenda

 What is EPMA?
 Creating Applications in EPMA
 Managing Metadata
 Managing Applications
 Q and A

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What is EPMA?
 Enterprise Performance Management Architect
 Feature of Foundation Services
 Integrates with:
 HFM
 Planning
 Essbase
 Profitability and Cost Management
 Data Relationship Management

 Enables administrators to create, manage, and deploy Hyperion
applications within one interface.
 Consists of different modules

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Managing Metadata Evolution
 Hyperion Enterprise
 Desktop Client
 Excel Macros / Text Files
 Early HFM
 Desktop Client (Metadata Manager)
 HFM EPMA
 Desktop Client (view only)
 EPMA File Generator
 Dimension Library
 LCM

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Dimension Library
A centralized location to manage dimensions and dimension
properties.

Used to:
 Create dimension import profiles
 Add, delete, and modify dimension members in the Shared Library
or directly in applications
 Modify dimension and member properties in the Shared Library or
directly in applications

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Application Library
A summary of applications that have been created and/or deployed.

Used to:
 Create and manage applications in one centralized location
 View the data flow between applications
 Migrate applications to different servers within the same
environment
 Deploy applications

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Other Modules
 Data Synchronization
 Enables data synchronization between or within Hyperion applications.
 Create data mappings for reuse.
 Create flat file and interface table mappings to import data into Hyperion applications.

 Calculation Manager
 Enables you to create, validate, and deploy business rules and business rule sets.

 Transform Classic to EPM Architect
 Enables transformations of applications managed in Classic Financial Management to EPMA.

 Library Job Console
 Provides a summary, including status, of Dimension Library and application processes, including
imports, deployments, and data synchronizations.
 Configure Interface Data Sources
 For use of interface table to import metadata

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Creating an HFM Application
 Classic

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 EPMA

Application Library >

< Auto Create Local Dimensions

Define Customs >

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 EPMA
Populate Calendar Dimensions >

Set Up Rate Accounts >

Define Application Settings >

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Managing Metadata
 Classic
 EPMA
 EPMA File Generator
 Dimension Library
 LCM

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Desktop Client
 Extract Application Elements

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Desktop Client
 View in metadata manager

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EPMA File Generator
 Generator Sources:
 HFM Files
 HFM Application
 Planning Application
 EPMA Application
 Excel File

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EPMA File Generator
 Excel File Format

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EPMA File Generator
 Excel Add-In

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Import Profiles
 Profiles include important
information about the
dimensions to be imported
 Source Options: Flat file,
Interface Tables, DRM
 Target Options: Shared Library
or Existing EPMA application

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Mapping and Load Methods

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Dimension Library
 Used for ongoing metadata management.
 Used for changing properties and
adding members in small numbers.
 Can drag and drop, cut and paste and
reorder children.
 Easy insert shared members function.
 Shared Library
 Web based

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Grid Editor
 Good for changing attributes on several
members within a single dimension
 Create custom grids and use filters
 Attributes
 Members (no base)

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Grid Editor
 Tabular grid-based interface
 Can copy/paste within editor
 Cannot save grids
 Cannot copy/paste from Excel

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LCM
 Lifecycle Management

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LCM – ADS Format
 ADS Export Format
 Can be re-imported
 Can be used in an existing
import profile
 Can be used to create a
new import profile
 Can be used with shared
and local libraries

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LCM – Editing in Excel
 Copy contents
to Excel
 Text to
Columns
 Add Formula
 Copy contents
to Text

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Sharing Metadata
 Shared Library used to store dimensions that are shared.
 Need to follow a certain order when sharing dimensions
 First share the associated dimensions like Alias, custom dimensions, security
class, etc…
 Can exclude shared members.
 Can override properties in the application.
 Can set a parent member as base member.

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Managing Applications
 Deploy
 Duplicate
 As New Application
 As Deployed Application with option to copy data
 Delete
 Compare
 To Shared Library
 To Deployed Application
 Diagnostics

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Metadata Change Demo
 Add new account in
Dimension Library

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 Update account attributes

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 EPMA Logging

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 Deploy the Application

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Metadata Task Comparison

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Metadata Maintenance

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General Questions
 How do I convert my Classic application to EPMA? Can you go
back?
 Can I rename a base member in EPMA?
 Should I set up my metadata as Shared or Local if I just have one
HFM application?

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General Questions
 Can any of the new EPMA functions be automated via Task Flows?
 What version of HFM is Oracle teaching in their classes? Is it
Classic or EPMA?
 If I convert from Classic to EPMA, will there be any new security
concerns?
 There are several methods to manage metadata in EPMA. How do
I know when to use each one?

 So….is EPMA better than Classic?

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Thank you for attending!
- > Christine Ong-Estrada
Questions? (cong-estrada@finitsolutions.com)

- > Erich Ranz
(eranz@finitsolutions.com)

Email us for a - > Insights@finitsolutions.com
copy of the slides or
- > General Questions
link to the recording.  Greg Barrett
(gbarrett@finitsolutions.com)
 Joe Mizerk
(jmizerk@finitsolutions.com)

- 45 -

Getting the Most out of EPMA: HFM Managing Metadata with EPMA

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