Your SlideShare is downloading. ×
Finit solutions hfm managing metadata epma versus classic_march 2014
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Finit solutions hfm managing metadata epma versus classic_march 2014

707

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
707
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
12
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • COE
  • COE
  • COE
  • COE
  • ERMetadata manger or web to create app profile (per file)Create application using app profile (per file)Register with Shared Services
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
  • ER
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • ER
  • ER
  • ER
  • ER
  • ER
  • ER
  • ER
  • Transcript

    • 1. www.finitsolutions.com Getting the Most out of EPM: HFM: Managing Metadata: EPMA versus Classic March 21, 2014 Greg Barrett (gbarrett@finitsolutions.com) Christine Ong-Estrada (cong-estrada@finitsolutions.com)
    • 2. www.finitsolutions.com - 2 - Finit Overview About Finit – In business over 11 years: Company founded in July 2002. – 60+ employees in 20+ states (mostly East Coast, South, and Midwest) – 80+ HFM Clients – Recognized as the Market Leader in ARM/FCM – Recognized as the World Leader in FDM Project Work and FDM Customizations – 50+ Planning / Essbase Clients – Finit has managed many of the largest EPM projects in the U.S. – Our employees are generally CPA’s, MBA’s, and have extensive Product and Financial Reporting Backgrounds Implementation Services – Full cycle implementations – Infrastructure and Data Services – Project / Program Management – Product Upgrades – Redesign / Enhancements Dedicated Support – Finit Answers – Access to Hyperion SME’s (Dedicated support team and guaranteed response times) – Customer Service Focus – Flexible Time and Material support packages with a ‘Pay as you Go’ option – Technical and Admin / Functional Support – Contact Greg Barrett (gbarrett@finitsolutions.com) for info
    • 3. www.finitsolutions.com Finit Solutions Introduction Finit as a company: Who we are….Why? How?
    • 4. www.finitsolutions.com - 4 -  We believe in making and delivering personalized financial reporting solutions and experiences for others. Making Solutions with Personalized Experiences We value craftsmanship, authenticity and solution making We believe in listening, questioning and analyzing the issues and wishes of those we work with. We look to build relationships, not as company to company but person to person. We are honestly aligned to the cause of those we work with. We are Makers and Doers who roll up their sleeves and dig in. WHY is Finit Here?
    • 5. www.finitsolutions.com - 5 - Running Finit like a Family Finit has no debt or external owners. This lets us keep focused on the customer in all cases as Finit’s goal is not to maximize profit but maximize the value we add to clients. All owners are involved in the business. We do not use contractors, employees only. Finit’s compensation model is based upon client satisfaction with consultant’s work, not utilization / chargeability. HOW do we achieve our beliefs?
    • 6. www.finitsolutions.com - 6 - Below are Finit’s core values These are the same values we ask you to provide consultant feedback on Finit Values
    • 7. www.finitsolutions.com - 7 - Our values, culture and approach to becoming a trusted advisor to clients has led to 100% customer success for every Finit client (200+ and counting) and for every Oracle Hyperion project (over 350+ and counting). Finit’s Client Service
    • 8. www.finitsolutions.com - 8 - • Some Finit Clients
    • 9. www.finitsolutions.com - 9 - Question and Answer
    • 10. www.finitsolutions.com - 10 - About the Presenter Christine Ong-Estrada (cong-estrada@finitsolutions.com) • Former Enterprise and HFM administrator • More than 10 years of Hyperion products experience • HFM, FDM, EPMA, LCM, Financial Reporting • HFM Project Lead • 10 years of HFM build and implementation experience • Worked on mostly Fortune 500 HFM Builds • Based in Austin, TX
    • 11. www.finitsolutions.com - 11 -  Introduction to EPMA Metadata Management  EPMA versus Classic Comparison  Pros an Cons of each tool  Transforming Classic to EPMA  Synchronizing Metadata with LCM  Q and A Agenda
    • 12. www.finitsolutions.com - 12 -  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 What is EPMA?
    • 13. www.finitsolutions.com - 13 - 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 Dimension Library
    • 14. www.finitsolutions.com - 14 - A summary of applications that have been created and/or deployed. Used to:  Create and manage applications in one centralized location  Deploy applications  Migrate applications to different servers within the same environment  Diagnositcs  Compare (to Shared Library or to Deployed Application)  Duplicate Application (EPMA and Deployed Application) Application Library
    • 15. www.finitsolutions.com - 15 -  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 Other Modules
    • 16. www.finitsolutions.com - 16 -  Classic Creating an HFM Application
    • 17. www.finitsolutions.com - 17 -  EPMA Creating an HFM Application Application Library > < Auto Create Local Dimensions Define Customs >
    • 18. www.finitsolutions.com - 18 -  EPMA Creating an HFM Application Populate Calendar Dimensions > Set Up Rate Accounts > Define Application Settings >
    • 19. www.finitsolutions.com - 19 - Dimensions Note: EPMA application is not the same as HFM application
    • 20. www.finitsolutions.com - 20 - Dimension Association
    • 21. www.finitsolutions.com - 21 -  Classic  Desktop Client (Metadata Manager)  Excel Macros / Text Files (.app or xml)  EPMA  Desktop Client (Metadata Manager)  EPMA File Generator  Dimension Library  LCM (.lcmext, ads)  Excel Macros / Text Files (.ads) Managing Metadata
    • 22. www.finitsolutions.com - 22 - Methods of Loading Metadata  Classic Desktop Client
    • 23. www.finitsolutions.com - 23 - Methods of Loading Metadata  Classic Web Client
    • 24. www.finitsolutions.com - 24 - Methods of Loading Metadata  EPMA Dimension Library Shared Services - Import Profile - LifeCycle Management (LCM)
    • 25. www.finitsolutions.com - 25 - Sharing Metadata EPMA CLASSIC Shared Library Extract and Load to another App
    • 26. www.finitsolutions.com - 26 - Comparing Metadata EPMA CLASSIC Compare to Shared Library or Deployed Application Text editor to compare extracts
    • 27. www.finitsolutions.com - 27 - Logging – Metadata Changes EPMA CLASSIC Transaction Log No equivalent Transaction log of metadata changes are downloaded in excel format. Logs time, date, username, type of changes made in the dimension library.
    • 28. www.finitsolutions.com - 28 - Logging – Process EPMA CLASSIC Job Console No equivalent
    • 29. www.finitsolutions.com - 29 - Renaming Members EPMA CLASSIC Retains data Extract data - rename member – edit extracted data file – reload data file
    • 30. www.finitsolutions.com - 30 - Exclude Members EPMA CLASSIC Can exclude member/s from Shared Library and deploy application Delete member
    • 31. www.finitsolutions.com - 31 - Reordering Children EPMA CLASSIC Sort Members (Ascending/Descending) Cut and Paste Reorder Children Drag and Drop Cut and paste Manually move up and down (arrows)
    • 32. www.finitsolutions.com - 32 - Default Parent EPMA CLASSIC Automatically Updated – no need to specify Specify default parent or leave blank when member is moved
    • 33. www.finitsolutions.com - 33 - Copy Application EPMA CLASSIC Duplicate Application (copy EPMA application) – Application Library (Admin) Duplicate Application as Deployed – Application Library (Admin) Copy App Utility (IT) Copy App Utility (IT)
    • 34. www.finitsolutions.com - 34 - Metadata File Back-up EPMA CLASSIC Use LCM EPMA File Generator - Will need to set up automated back up process. (IT) Save app or xml file in local or network drive Extract full application text file (.ads)
    • 35. www.finitsolutions.com - 35 - Diagnostics EPMA CLASSIC Tests common issues with EPMA application or process state No equivalent
    • 36. www.finitsolutions.com - 36 - Transforming Classic to EPMA Copy Classic Application Basic Transformation Steps
    • 37. www.finitsolutions.com - 37 - Transforming Classic to EPMA Register Application with Shared Services
    • 38. www.finitsolutions.com - 38 - Transforming Classic to EPMA Provision user as Application Administrator
    • 39. www.finitsolutions.com - 39 - Transforming Classic to EPMA Transform Classic to EPM Architect
    • 40. www.finitsolutions.com - 40 - Lifecycle Management • LCM provides a consistent way to migrate an application, a repository, or individual artifacts between applications or across environments. • Lifecycle Management enables users to export artifacts to the file system, edit them, and then re-import them. • Tasks can be automated via integration with work flows. • Integrated applications: HFM, Essbase (ASO & BSO), Planning • Not currently integrated: DRM, EIS, FDM, HSFM
    • 41. www.finitsolutions.com - 41 -  Lifecycle Management Destination: File System LCM
    • 42. www.finitsolutions.com - 42 -  HFM Artifacts Destination : HFM application or File System LCM
    • 43. www.finitsolutions.com - 43 -  Lifecycle Management Save as same file format before Importing after Edit. Shared Services = .csv EPMA artifact - .lcmext LCM
    • 44. www.finitsolutions.com - 44 -  Lifecycle Management LCM
    • 45. www.finitsolutions.com - 45 -  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 LCM – ADS Format
    • 46. www.finitsolutions.com - 46 -  Copy contents to Excel  Text to Columns  Add Formula  Copy contents to Text LCM – Editing in Excel
    • 47. www.finitsolutions.com - 47 - Questions? Email us for a copy of the slides or link to the recording. Thank you for attending! - > Christine Ong-Estrada (cong-estrada@finitsolutions.com) - > Insights@finitsolutions.com - > General Questions  Greg Barrett (gbarrett@finitsolutions.com)  Joe Mizerk (jmizerk@finitsolutions.com)

    ×