Now if you want to add more dimensions of data, you start adding sheets. In this case, if you wanted to look at 4 regions in Market, now you have a total of 5 sheets (East, West, South, Central, Market). The problem exacerbates.How about if you want to view multiple products in each market. For example, 20 products by 5 markets = 100 sheets. What if you wanted to analyze by sub-products?The model gets exponentially larger and is soon a nightmare to maintain. Pivot tables are a band-aid – they are single user, cannot scale, and most importantly are not driven off of a model, but the metadata on the spreadsheet.Welcome to “Spreadsheet Hell”
The term OLAP was coined in contrast to OLTP (On-Line Transaction Processing). OLTP is used to store transactions in a RDBMS (Relational Database Management System). Data is stored in an optimal format for transaction processing, not for analytical processing.Historically, OLTP data stores have been difficult to use for certain types of analysis. In fact, the users of this data typically use a scripting language to extract data to reports. In addition to “programming” skills, the users must be in tune with how the data was stored.Generally, using an OLTP system for analysis is a bit like using a screwdriver on a nail.
Most companies have invested in BI tools – some companies have invested in lots of them! For the most part, they do very well at things like query and reporting, which is clearly important, but they are not designed to perform more demanding analytics.For example…Most, if not all, BI tools are very good at generating reports providing information such as revenue by customer. But if you are interested in understanding not only revenue, but also customer profitability, you quickly begin to hit limitations with query and reporting tools. That’s because profitability calculations can be very sophisticated. Indirect costs for example must be aggregated and allocated based on complex rules, percentages, and time periods. This demands powerful calculation and performance capabilities that far exceed the boundaries of querying and reporting tools.Another example, consider a daily or weekly report that shows product sales by customer. A common report that provides huge value in many types of business situations, and something your current bi tools are probably very good at. But if you want to move to the next question….the one that will impact the future….”what products is the customer likely to buy next”, you need an analytic environment. This is because you are now moving into the realm of predictive analytics, where you need the ability to write back or update models to change assumptions and drivers or even perform data mining algorithms.One last example, forecast information is often used in BI reports. However, when you need to look at alternate forecast scenarios, change assumptions, and recalculate forecasts, Q&R tools are not designed to do that type of analysis.
One version of truth: Get away from spreadsheet chaos, One Place to create and maintain business rules and calculationsPowerful calculation engine: superior calculation power, comprehensive library of functions, Time and Financial intelligence
Oracle hyperion essbase
Agenda• Introduction• What most companies currently use• What is Essbase• Essbase database concepts• How Essbase data is consumed• Typical Essbase topography• In Conclusion
Quality | ResultsFrom Many Completed Implementations
About BizTech• Professional Services Firm – Professional Services firm focused on Oracle applications and technology – Oracle Platinum Partner – Highest Level of certification – Specialized Pillar Partner in BI/EPM, EBS, CRM, and Core Technology – Over 400 successful Oracle implementations over the past 15 years – NY, PA, NJ, VA offices with Regional, Global, and International clients – 100+ Consulting Resources• Centers of Excellence across key solutions and industries – Solutions: Oracle Applications, Technology, BI/EPM, and Managed Services – Industries: Financial, Professional, Business Services; Communications and Media; Manufacturing; Distribution; Public Sector, Government; Healthcare and Life Sciences• BizTech Software Solutions : BizTech Data Integrators, BizTech Insight Accelerators, BizTech Reporting Foundation• Oracle License Reseller
Award Winning Partner IDC and Oracle expert panel selected BizTech over Thousands of Oracle partners, based on service delivery excellence to our clients Proven Oracle Experience with the full portfolio of Oracle Solutions Oracle Titan AwardGlobal Implementation Partner
Client-Centric Practice AreasOracle Applications Oracle Technology and Business Intelligence- Full Portfolio of Oracle Applications Solutions - End to end service offering in BI and EPM- Implementation, Upgrade, Migration - Fully staffed team of Data Architects/DBAs- Since 1990 MPL6 to R12 Experience - Solid experience in RAC, HA, and HS designs- Over 400 successful implementations - Understand full Oracle technology stack Oracle Oracle Applications Technology BI/EPM Clients Managed Oracle Services Software ITO ProviderManaged Services and IT Outsourcing Oracle Software Provider- Remote or Onsite services - Full Portfolio of Oracle License Resell- Full portfolio of Oracle Applications and - Helps Clients Optimize License models Technologies - BI Software for the agile enterprise- World-Class Data Center with 24x7 Support - BizTech Data Integrators- Instant capacity, operational focused model - BizTech Insight Accelerators - BizTech Reporting Foundation
Most Modeling is Done Here! It is great tool, but… • Excel was never designed for complex calculations. • Its error-prone and difficult to audit • Disconnected from networks or backups • Data Security Risks • Doesn’t scale • No controls / audit trails • Multiple calculations • Spreadsheets are inefficient for more than two dimensions
Business is more than “2D” Product MarketTime • We typically look at more than two dimensions (multi-dimensional) • So what do we do? – Add more column headers! • In our example: – “Total” Market BY “Total” Product, Actual Sales for Scenario Qtr1 = 95,820 • ! Measures
Multi-Dimensional = Multi-Sheet… • Add a sheet for each brand – 4 brands + Total = 5 Sheets • The problem exacerbates… • The result: HEADACHES Market(s)
Multi-Sheet = Nightmare• How about by Brand and by Market? – 5 Brands BY 500 Properties = 2500 Sheets!• What about by Location too?• Welcome to “Spreadsheet Hell”
The Solution is Essbase• Essbase or "Extended Spread Sheet dataBASE“• Developed to address the scalability issues associated with spreadsheets such as Lotus 1- 2-3 and Microsoft Excel• OLAP Database (On-Line Analytical Processing), Essbase features: – Dimensional “cube” of information – Defines the “BY’s” of the company (means Actual BY Profit BY Jan), – Improves how you “see” the Business – Ability to “slice and dice” the data• Essbase is commonly used to: – Combine multiple sources of disparate data – Analyze summarized data – Do data modeling, “What If” and predictive analysis – Satisfy the needs of a variety of users • Executives, managers, analysts & other business users
What is Essbase?• The leading enterprise multi-dimensional database engine in the world – Provides real-time analytic infrastructure for business intelligence and enterprise performance management (EPM) applications. – Engineered for scalability, security, and rapid-response.• Through an intuitive interface, business users can manipulate large data sets to model complex scenarios, forecast outcomes, and perform “what-if” analyses to identify trends and optimize business results.• Essbase utilizes a multi-dimensional database. – Multi-dimensional database are usually queried top- down – the user starts at the top and drills into dimensions of interest.• An Essbase database is considered a “cube”, with each cube axis representing a different dimension, or slice of the data (accounts, time, products, etc.) – All possible data intersections are available to the user at a click of the mouse.
Why use Essbase?• Users typically use Essbase for: – Historical and forecasted performance – Budget variances – Variance and profitability analysis – Performance trends – Profitability metrics and Foreign Exchange impact – Generally any query using non-transactional data• Users typically use Oracle Reports for: – Viewing individual transactions – Auditing GL entries – External reporting – Generally any query that needs transaction data
Reporting tools vs. Essbase Analysis Reporting AnalysisWhich customers spend the most? Which customers are most profitable? What did this customer buy? What is the customer likely to buy next?What is the Q4 revenue forecast? What if demand falls short of forecast?
How using the wrong tools impacts your businessERP Systems Inflexible, slowly changing, long turnaround times Lack forward looking data (budget and/or forecast) Slow PerformanceData Warehouse Complicated data model Poor query performance Data latencyExcel Multiple versions of the truth Version control Difficult to distribute (email, file shares, SharePoint)
Hyperion EssbaseMicrosoft Excel Financial ReportsData Forms Microsoft Office Hyperion Essbase Web Analysis Data Sources
Relational vs. Multi-dimensionalRELATIONAL DATABASE MULTIDIMENSIONAL DATABASEData represented in tables without a hierarchy structure Data represented in a hierarchy structure across multiple dimensionsDoes not account for sparsity of data Uses sparse / dense concept to reduce database sizeHave to write complex SQL statements extract data OLAP engine allows rapid retrieval via Excel addinSeveral tables have to be joined to create calculations Hierarchical nature of dimensions allows consolidations and formula and calcuations scripts perform calculationsQueries to extract data take time and cannot easily be Data can easily and rapidly be extracted via Excel addinrun by users by users with minimal training
Hyperion Essbase• Multidimensional database management system (MDBMS) that provides a multidimensional database platform upon which to build analytic applications.• One Version of the Truth• Speed-of-thought analysis for thousands of concurrent users• Easy for users to consume data via spreadsheets• Write-Back capability of data and Powerful calculation engine• Scalable to enterprise-level user base• Premium Performance & Optimized Storage• Ease of development, deployment and maintenance.• Stand Alone Application to eliminate spreadsheet reporting
Hyperion Smart View• Accounts love their Excel and Oracle Understands this!• Essbase features Ad-Hoc Analytics via Excel via reports or Drill through/back• Use MS Office to enter, analyze and report on subsidiary data• MS Excel add-in allowing access on or off-line• Users download forms to Excel• Manipulate data just like the full web client• Synchronizes to server when ready to be updated.
Dimensions• Technically, a dimension is a characteristic or an attribute of a data set - a.k.a Metadata• In reality, Dimensions are grouping Year devices for related “stuff”• Some examples of dimensions are: Quarter 1 – Time January – Accounts – Departments February – Products March – Year – Scenario Quarter 2 – Entity April – Countless others!
Common Essbase vocabulary Ancestors Descendants Parent MemberChild AliasSibling
Alternate HierarchyEssbase allows you to present an “alternate” view of your main hierarchy. This is called anAlternate Hierarchy. Note: Children of alternate rollups are shared members. “Salaries and Overtime Expenses” is an alternate hierarchy. It consolidates Salaries and Overtime only.
Hyperion Essbase Server FeaturesEssbase Data-Tier• Industry market leader in OLAP databases (based on revenue)• Strong analytic calculation engine.• Security filters.• Script language for automating processes like data calculations, and command executions.• Multi-dimensional data storage (MOLAP).
Essbase takes center stage Consolidated Actual Operational Historical Data HFM ERP Warehous FDM FDM ODI ODI e EAL FDM ODI ODI Classic Load Rule Essbase ODI FDM ODI Planning HSF OthersBudget & Forecast Strategic CRM, Supply Chain
SummaryWhy Choose Oracle Hyperion Financial Essbase?• Examine – Review, analyze and model business scenarios in ways never imagined. – Develop KPI’s, discover trends, gain deeper understanding of results – All costs, revenues, payables, and issues effectively and efficiently• Enhance – ROI with quick implementation time and numerous out of the box calculations. – Visibility into lines of business operating results with drill down and drill back capacity – Ability to analyze and gauge results through improved performance metrics – Scalability, company integration and entity –wide best practices• Reduce – Costs through improved transparency in the numbers – Surprises, missed targets and budgets and unanswered questions about results – Errors, data entry, control risk, reporting times, departmental overload• Refine – Reporting, accounting and review process – Processes, performance and controls based on in depth analytics
Why Choose BizTech“Every company claims they deliver quality at a good price, why is BizTech the superior choice…”• Oracle Platinum Partner• Client First Philosophy• Focused Mission• Proven Methodology and Process Orientation• Simple to engage and do business together• Encompassing Ethics and Integrity• Balanced Leadership Team• Focused on YOUR industry area for over a decade
Nestle Waters, Hyperion EssbaseNestle Waters introduced Perrier® Sparkling Natural Mineral Water in North America, abeverage that launched a generation of bottled water drinkers. Perrier changed whatpeople chose to drink, appealing to active, health-minded individuals. Challenges: • Financial data existed in multiple systems (SAP, Essbase, Access and Microsoft Excel files) • Budgeting and Forecast not accounted for all segments of the business. Need for uniform budget and forecast process. Solution: • Hyperion Essbase solution. Robust system architecture allowed for simplified front-end interface • Simple Microsoft Excel interface for data collection and reporting. End-user self-service architecture. Results: • Comprehensive consolidated financial reporting available through a single data source. • Compressed monthly Close and Forecast cycles through efficiencies in process and data management. • Fewer data discrepancies and consistency in financial reporting across business segments. 32
Choose | The Right ApproachBizTech RapidApp Methodology
RapidApp Methodology BizTech leverages our proven methodology, RapidApp, on every engagement – Phases Break the project into smaller, more manageable, sections of work Allow for “planned pauses” & overlap – Tasks & Actions Areas of concentration within a phase Not all will be performed on every project – Deliverables Formal work products requiring review and acceptance “Controlling” documents – Policies & Procedures Project planning, progress tracking Status reporting Project scope definition and management Formal acceptance of deliverables
RapidApp Methodology The two most critical concerns for a successful implementation: PROVEN EXPERIENCED APPROACH PRACTITIONERS Prepare Configure Test Deploy Prepare D End User Initial Planning Accelerator Magic Test Scripts Training Prepare Prepare D Setup Test/ Setup Production Environment CRP Scripts System TestingDefine Project D Conference Room User AcceptanceLaunch Project Pilots Testing Go Live! Superuser Go/No Go Post-Go LiveAccelerator Prep Training Decision Support Project Mgmt, Quality Assurance, Knowledge Transfer
RapidApp (cont.)Phase 1: Prepare• In the Prepare phase, our objective is to build your project mission and definition. We will build a roadmap and framework for the entire project.• We define the scope and terms; identify people and resources, milestones and targets.• We work with your project team to establish and communicate expectations for the project and perform baseline Oracle training. – All implementation strategies are explored and decided upon during this phase.• We will establish the base line technical infrastructure that will be necessary to complete the project. – All of these elements are the basis for developing your project plan. At the end of the prepare phase, the deliverables include: • A definition of Scope, Objectives & Approach that will guide the project. • A RapidApp WBS that outlines all tasks as well as a resource plan. • A Quality Plan for all phases and deliverables.
RapidApp (cont.)Phase 2: Configure• In the Configure phase, you’ll establish the boundaries of your project.• We will work with your team to capture your functional requirements and translate those requirements into a technical design. The technical design becomes the foundation against which we develop the data warehouse, ETL and dashboards.• The conference room pilot at the end of the Configure phase will be the point at which we validate that the develop solution matches the defined requirements. At the conclusion of the configure phase, you will have: A definition of Scope, Objectives & Approach that will guide the project. • Application Functional Design specification document(s) • Application Technical Design specification document(s) • Conference Room Pilot Scripts that were used to validate the system • A working non-production environment (data warehouse, ETL, dashboards and reports)
RapidApp (cont.)Phase 3: Test• You’re going live soon, and we’re helping you prepare. We’re with you to update and configure the final system configuration.• We’ll help you conduct system testing to ensure a smooth transition into production.• We’ll also help you determine a training approach for your end users, design training material and a training environment, and conduct the training, if requested. At the end of the test phase, the deliverables include: • Documented Test Scripts that you used to test the system • A complete end user training approach ready for rollout including Training Guides • A fully tested, production-ready system..
RapidApp (cont.)Phase 4: Deploy• Your Oracle solution is live. As you make the transition, we can remain with you in a support role, helping to troubleshoot, teaching you how to maximize the value of your new system, and identifying any new opportunities to continue with the transformation to an e-business company. At the end of this phase, you will have: • A System Configuration Document • A Production Software Infrastructure Summary • A Deployment Plan • Stopped doing your business processes in your legacy system. • Moved all project support activities to your production support team. • Trained your end users.
RapidApp: The Value Proposition• Allows organizations to realize immediate cost savings through an accelerated implementation.• Establishes a budget conscious methodology that deploys functionality to satisfy core functional requirements.• Promotes the selection, inclusion, and customization of additional functionality through additional discovery after your product is implemented.• Facilitates a phased approach in which knowledge transfer is conducted whereby clients assume ownership of future project phases; reducing dependency on external services and associated costs.• Utilizes pre-built, customizable templates (models, forms, reports and business logic) reducing development cycles and project cost.
ALA Delivery Resource ModelLeveraging the Architect – Lead – Associate model yieldshigher productivity at lower cost, which: • Maximizes value over traditional team approach • Minimizes risk of single threaded SME approach Architect The Architect designs the solution, and is interacting with the work stream leads to ensure implementation approach is optimal. Lead The Leads are Subject Matter Experts, responsible for client interactions, requirements, ensuring Associates execute the work plan tasks and validates solution. Associate The Associate may be on-site or remote, executes the work plan tasks, unit test, and provides completed work to Lead for testing. Adds 3rd shift productivity to team.