Hyperion planning integration with odi
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Hyperion planning integration with odi

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Hyperion planning integration with odi Hyperion planning integration with odi Document Transcript

  • Document: Oracle Data Integrator 11g (11.1.1) Integration with Hyperion PlanningDescription:This Document shows step by step Process to load Meta dataand hierarchy from different data sources to Planning.History: Version Description Author Publish Date Change 0.1 Initial Draft Gourav Atalkar 23-Jan-2011 Reviewed By: Amit SharmaBusiness Intelligence solutions Providers | Hyperion Planning Integration with ODI 1
  • Oracle Data Integrator Title Page No. 1) Extracting Hyperion Planning Metadata to Oracle Data Integrator…….3 2) Building Hierarchies in Hyperion Planning from Flat File using ODI…12Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 2
  • Extracting Hyperion Planning Metadata to Oracle Data IntegratorStep: 1) Go to Start Program Files Oracle Oracle Data Integrator explore ODI and loginto work repository.Step: 2) After successfully login to work repository go to Topology Navigator selectPhysical Architecture Tab and select Technology and expand it. Go to the HyperionPlanning Right Click and select ‘New Data Server’.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 3
  • Step: 3) In the definition tab enter the following details as shown in the picture below:Step: 4) Click on Save it will ask you to create physical schema press ‘OK’.Step:5) In Technology Tab go to Hyperion Planning expand it and select newly create dataserver Right Click and select ‘New Physical schema’.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 4
  • Step:7) In the definition tab enter the Planning Application name to which you want toconnect.Step: 8) Click on Save it will ask you to specify the context press ‘OK’.Step: 9) Go to the Logical Architecture tab Expand Technologies and select HyperionPlanning Right-click and select ‘New Logical Schema’.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 5
  • Step: 10) Give appropriate name to logical schema and set the Context to Hyperionplanning physical schema.Step: 11) Click on ‘Save’.Step: 12) Go to the ODI Designer and create new Project with appropriate name.Step: 13) Click on ‘Save’. You can check in the project tabStep: 14) Expand project go to knowledge module right click and import followingknowledge modules.RKM Hyperion PlanningLKM File to SQLIKM SQL to Hyperion PlanningBusiness Intelligence solutions Providers | Hyperion Planning Integration with ODI 6
  • Step: 15) Press Ctrl and select all three knowledgeBusiness Intelligence solutions Providers | Hyperion Planning Integration with ODI 7
  • Step: 16) ‘Save’.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 8
  • Step: 17) Now go to the model tab and create new model.Step: 18) In the definition tab enter the detailsStep:19) Go to the Reverse Engineer tab select customize check box and enter details asfollows:Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 9
  • Step:20) ‘Save’Step:21) Newly created Model will be available for Reverse Engineering go to Model tabselect Hyperion planning model and Right Click and select Reverse Engineers. BeforeReverse Engineer the models make sure your agent services are running if not start it withfollowing command:C:oracleMiddlewareOracle_ODI1oraclediagentbin>agent –NAME=localagentStep: 22) Now you can reverse engineer it.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 10
  • Press ‘OK’.Step: 23) Go to the Operator Tab check whether the Execution run successfully or not. If all the checks are green that means your model reversed successfully.Step: 24) Go to the Designer and open model tab expand Hyperion planning model again.You can check all the dimensions are visible there from your planning application.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 11
  • Dimension Loading to Hyperion Planning ApplicationPre-Requisite Steps ODI cannot create the Planning Application The application will have to be created in Planning first All the dimensions will have to be defined first in Planning One dimension load per interface Chained interfaces in Packages to do multiple dimension loads Uses Hyperion RMI Service Loads into interface tables Refresh to Essbase availableOnce you have completed the file make sure you save it in the file store directory you set upin the topology manager, in my case:“C:oracleMiddlewareOracle_ODI1oraclediDemoPlanningAccount_Dim_Load.csv”Now we have to create a model and datastore that will pick up the file. Insert a newDataStore and give it a name and if you click browse for file button it should open up in thecorrect directory and you can select the csv file.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 12
  • In the files tab as we are using a CSV file then choose Fie Format as delimited, the file has aheader row so it was set to 1, the field separator was set to other and as a comma (,)Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 13
  • click the Columns tab then the Reverse button and all being well the file structure should beretrieved.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 14
  • Ok we have created the source and target elements so now we have to put them together tobring them together and this is done by creating an interface, back to the projects tab andinsert a new interface. Give it a name and make sure the context is selected, next check“Staging Area Different from Target” and choose “SUNOPSIS_MEMORY_ENGINE”.This allows any transformations between the source and target to be handled by thememory engine, an example being if you have a column header named DS in the source fileand in the planning target it goes to Data Storage then the memory engine will handle thismapping.Go to mapping tab first drag you Account Flat file datastore from the models window intothe source window and then drag the reversed account dimension datastore into the targetwindow, select yes for the automatic mapping. What this will do is automatically map thecolumn headings of your file to the target planning dimension, if you create the file withexactly the same headings as the dimension properties then you will have less work to do.Once you have completed the entire mappings click on the Flow tab and a diagram shouldbe displayed outlining the process.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 15
  • If you click on the Target there are a number of options available like setting up errorlogging and the ability to refresh to Essbase after the load has completed.After applying changes you can execute the interface and the data in the file should beloaded into planning, you can check in the Operator to see how the process went.Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 16
  • Business Intelligence solutions Providers | Hyperion Planning Integration with ODI 17