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UKOUG EPM & Hyperion Conference 2011


       Key Considerations for a Successful
       Hyperion Planning Implementation
                Edgewater Ranzal
                      UK Division


                      Mike Killeen
               Vice President, Oracle Ace
                            &
                      Mija Deering
              Principal Solutions Manager

                       Slide 1
Agenda
 KEY PROJECT PHASES

 RECOMMENDED BUILD TECHNIQUES
    – Application Definition & Plan Type Delineation
    – Define Dimensionality
    – Master Data & Data Integration
    – Building a Planning Model
    – Development of Forms
    – Development of Calculations
    – Process Flow / Control
    – Define Security
    – Tuning, Optimization & Maintenance
    – Typical Customization

 TEN ELEVEN PLANNING TIPS TO REMEMBER

                               Slide 2
About Edgewater Ranzal




                               Focus
                               Services
                  15 Years     People
               700+ clients
             1000+ projects    Methodology
                               Customers
                               Partnership




                     Slide 3
Quick Audience Poll

 • Rolled out Planning?
    – Pre System 9
    – System 9
    – Fusion
       • 11.1.1.x
       • 11.1.2.0
       • 11.1.2.1


 • In the midst of a Planning project?

 • About to embark on a Planning project?

 • Are IT or Finance Professionals?
                            Slide 4
Key Project Phases




      Slide 5
Ranzal Project Lifecycle Overview

 Project Planning & Management Approach
 Pre-Engagement       Project Initiation         Project Execution                                                Project Closure

    Proposal &        Kick-Off, Logistics,           Manage schedule, scope, issues, risks, cost &                  Successes &
 Statement of Work    Coordination & Plan                    resources – status reporting                          Lessons Learned


                 Implementation Approach
Focus Points
• Multiproduct   Analyze             Design                     Build                  Test                       Rollout / Sustain
  Experience
• Knowledge                                                 Install, Configure &
                 What is Wrong,      What & How to                                      Infrastructure,           Training,
  Transfer       Right & Needed         Deploy                     Unit Test         System Integration &      Documentation &
• Performance                                                                        Acceptance Testing       Knowledge Transfer
  Benchmarking
• Understand
  Priorities         Change Management Approach
• Flexible
  Approach
                      Plan/Scope             Assess/Design              Build                 Deploy                     Monitor
• Modular
  Scope
• Prototyping         Define the              Define Future              Prepare for the         Facilitate the         Monitor the
• Leverage            Change and              Organization and              Change                 Change                Results
  Prior Work         How to Manage           Understand Impact




                                                      Slide 6
Typical Implementation

 NEEDS AND
REQUIREMENTS            PLAN AND                                                    CUSTOMIZED            GO LIVE AND
  ANALYSIS            DESIGN PHASE         BUILD PHASE          TEST PHASE           TRAINING           ROLLOUT SUPPORT




• Current state and   • Define a project   • Construct         • Upload test data   • Develop easy to     • Review Go Live
  stakeholder needs     roadmap              templates and                            use reference         Checklist
                                                               • User validation
  analysis            • Determine            models                                   guide               • Move solution
                                                               • Calibrate models
• Identify process,     optimal level of   • Report / dash-                         • Develop custom        into production
  system, and           detail and           board build-out   • Document final       training and        • Provide on-site
  organizational        structure                                process, system,     exercises
                                           • Prototype           org
                                                                                                            support
  components
                      • Design docs          reviews                                • Deliver user
                                                                                                          • Semi-annual
                      • Detailed work      • Develop data                             training              audits and
                        plan with            interfaces                                                     process/model
                        deliverables                                                                        reviews




                                                     Slide 7
Analyze vs. Design

  Analyze                                           Design
     Requirements unknown or undefined                 Key requirements are understood
     Existing business processes need to be
     updated                                           Future business processes are
     Existing business processes not known or
                                                       known
     documented                                        Basic understanding of technology
     Desire to re-engineer to align with               being used for build
     business vision or industry best
     practices

  Deliverables
      As-Is vs. To-Be Processes
      Functional Requirements                       Deliverables
      Technical Requirements                            Design Document
      Project Roadmap & Timeline (High Level)           Proof of Concept / Prototype *
                                                        Infrastructure Architecture
                                                        Finalize Scope, Schedule & Budget
                                                        Project Strategies (Training, Testing,
                                                        etc)


                                          Slide 8
Leading Practices in Analysis – What Should We Do?

 Planning                                                Planning Leading Practice:
      Align Strategic & Operational Plans                 Does it improve productivity?
                                                         Does it make us more accurate?
      Top Down and Bottom Up Planning                   Does it improve decision making
                                                           through greater insight?
      Leveraging Driver Based Planning
      Focus on the Right Areas – Materiality vs. Volatility
      Reduce Cycle Times
      Leverage Rolling Forecasting Processes

 Reporting
      Implement Reporting Governance Organization
      Clearly Define Reporting Standards, Processes, Tools, and
      Responsibilities
      Establish “Single Source of the Truth” by Report Type
      Provide Drill-Through Capability

                                   Slide 9
Leading Practices in Design – How Should We Do It?

 What We Deliver – Scope & Quality
      Functional Requirements
      Performance & Technical Requirements
      Maintenance Requirements
      Support Requirements
                                                    Maximize Value!
      Prioritization of All of the Above            Value = Num/Den
                                                Numerator – What We Deliver
                                                 Denominator – Time & Cost
 What it Costs – Budget & Timeline
      Timeline Impact
      Resource & Cost Impact
      Appetite for Risk & Appropriate Factors




                                 Slide 10
Planning Implementation Risks

  LACK OF AVAILABLE MASTER DATA & DATA
     – Clients often underestimate the effort required to source and validate data and master
       data, and this is a frequent reason for project delays
     – The level of effort must be aligned with the quality of data, number of data sources,
       and degree of change (e.g., new COA)

  LACK OF RESOURCES
     – Technical – It is critical to identify the administrators of the new system early on, and
       ensure they are properly trained for rollout
     – Functional - Clients sometimes do not dedicate enough resources to the project effort
       as the project is viewed as simply a technology implementation

  LACK OF CLARITY OR CONSISTENCY IN BUSINESS PROCESSES
     – Planning systems by their nature attempt to predict the future. Clients sometimes have
       difficulty identifying which disparate elements of their planning process should go into
       the application, particularly if different areas of the organization have different models.
     – Defining what should NOT go into the model is as important as determining what goes
       in (particular impact on Global Planning implementations)



                                         Slide 11
Tradeoffs in a Sample Project

  •
                                               Tradeoffs in a Sample Project
      Phase 1 – Focus on Scope and Push the Limits on Performance
  •   Phase 2 – Scale Back on Scope to enable better performance
  •   Phase 3 – Techniques and Technology Shift the Curve to support both




                                    Slide 12
Critical Success Factors

     Clearly Defined and Communicated Project Goals
     Key Stakeholder Participation and Approval
     Finance and IT Involvement Throughout Entire Project
     Clearly Defined, Reviewed, and Approved Application Design
     Ownership and Accountability for Project Tasks
     Thorough Quality Assurance and Testing
     Communication of Company-wide Benefits
     Proper Administrator and End User Training
     Consistent Project Management




                               Slide 13
Planning Design
Recommended Practices




        Slide 14
Basic Build Approach

   Application Definition
   Delineate Plan Types
   Define Dimensionality
   Master Data Integration
   Data Integration
   Building a Planning Model
   Development of Forms
   Development of Calculations
   Process Flow / Control
   Define Security




                                 Slide 15
Types of Applications


  •   G&A Expenses                              •   Project
          Cost Centers                                   Internal / External Projects
          Cost Allocations                               Resource Allocation
          Driver Based
                                                • Balance Sheet / Cash Flow
  • Salary / Labor                                    Full Financials
         Employee                                     Intercompany / Consolidations
         Position                                     Key Drivers, I/S Integration
         Variable vs. Fixed
                                                • Sales Pipeline
  • Margin                                             Sales Reps
         Product / LOB                                 Customers
         Customer / Segment                            Integration with CRM
  • Capital                                     • Long Range / Strat Plans
         Asset Category                               Integrate w/ AOP / Forecast
         New vs. Existing Capital                     Driver Based
         Integrate w/ Source Capex                    Initialization of Future AOP



                                     Slide 16
Application Definition
 SINGLE APPLICATION BENEFITS (up to 3 Custom Plan Types + WFP/FACP)
       Master Data is shared across an application
       Common Versioning, Scenarios between plan types
       Business Rule Efficiency within same app (XREF & XWRITE)
       Shared Interface for forms and rules between plan types
       Leverage common set of task lists, right click menus, smart lists, and personal
       variables

 MULTIPLE APPLICATION USE CASES
       Common for separate operating units w/ disparate planning processes
       Allows for distinct processing windows
         – US vs. Intl
       Security – Financials vs. Salary Detail
           Planning doesn’t support asymetrical security models
       Ran out of plan types
       Separate Workflow Processes (e.g. Geography vs. Functional)

 PLANNING vs. ANALYSIS


                                    Slide 17
Application Definition

 WHAT ARE THE CAPEX / WORKFORCE MODULES?
      A set of pre-built forms, rules, and menus for planning Salary and Capital
      expenditures.
      Pre-built functionality – fully customizable
      Out of the box functionality to calculate:
        – WFP – Salaries, Payroll Taxes, Benefits, etc. Based on attributes associated with
           the employee.
        – Capex – Depreciation, Capital Spending by Asset Categorization.

 EXPECTATIONS
      No one will use the modules out of the box without any customization.
      Key is to use out of the box functionality with the right blend of customization.
      Expected customization includes:
        – Updating Smart List attributes for use within an organization
        – Modification to forms / rules to allow for budget & forecast processes that
           converge.
        – Updating Master Data – Employees, Asset Category, etc.
        – Adding a requisition number input field
                                      Slide 18
Delineate Plan Types
 WHEN DO I NEED A NEW PLAN TYPE
       A model needs a different set of dimensionality
         – Revenue modeling for the organization is done by product and customer
         – Salary modeling is done by employee and position
         – Project Planning is done by Project Number
         – Capital modeling is done by asset classification
       Inter-dimensional Irrelevance
         – Does my Core GL plan type need Product, Employee and / or Project #?
         – Impacts performance of forms, business rules, and reports.
         – Want to minimize number of stored dimensions for each plan type.


 IMPACTS OF A NEW PLAN TYPE
       Data Movements between Plan Types
       Additional Essbase Cube to optimize
       Master Data & Data Integration Considerations


                                  Slide 19
Define Dimensionality

 DIMENSION
      Stored hierarchies within an application
      Core – Accounts, Entities, Time, Years, Scenario, Versions
      Revenue – Core + Product, Customer, Sales Person
      Capital – Core + Asset Category, Project
      Salary – Core + Employee, Position
 ATTRIBUTE
      Associated with a base dimension
      A dimension member can be associated with a single attribute member
      from an attribute dimension.
                                                                WARNING!
      Slowly Changing Attributes – future                 Attribute Limitations
                                                               •No Security
      Examples
                                                             •Limited Selections
        –   Start Date (Employee)                            •Limited Reporting
        –   Address (Customer)                                  •Performance
        –   Brand (Product)
        –   Growth, Productivity, Maintenance (Project)

                                      Slide 20
Define Dimensionality

 SMART LIST
   A member in an outline (often an account)
   that is represented as a drop down within
   the data grid.
   Smart Lists can be used to drive business
   rules
   Smart Lists cannot be sliced and diced like
   dimensions *
   Smart Lists can be reported on within
   Hyperion Reports
   Stored as numeric value in Essbase
   Textual Value show in Planning Forms
   Can be predefined in Essbase
   Smart Lists – No adapter, load right to
   tables or use outline Load Utility
   (depending on release level)




                                        Slide 21
Define Dimensionality

                                   DATA ELEMENT (TEXT / DATE)
                                     Allow user to input text and date directly
                                     into a cell in Planning
                                     Can leverage in Hyperion Reports



                                     Text stored as numeric lookup relationally
                                     – HSP_TEXT_CELL_VALUE
                                     Date stored as number 20090101



                                     Can be predefined in Essbase
                                     No adapter, load right to tables or use
                                     OutlineLoad Utility (depending on release
                                     level)




                        Slide 22
Master Data Integration

 MASTER DATA MANAGEMENT VS. ETL TOOLS
         They are not the same thing
         A Master Data management tools provides you with a graphical interface to manage your Master
         Data across disconnected applications.
         An ETL tool moves data from one place to another

 MASTER DATA MANAGEMENT TOOLS
        EPMA
          – Essentially “DRM” for EPM Applications, w/additional deployment capabilities
          – Ability to synch Planning, HFM, HPCM & Essbase dimensions across multiple
            applications
          – V11 – More Stable (although not for Essbase)
                                                                               WARNING!
          – Update via Interface Tables – ETL, or Flat File                Planning vs. HFM
          – EPMA File Generator – Creates ADS Files                     •Entity – Legal vs. Mgmt
        DRM                                                         •Structure Version – CY vs. NY
            Full blown Master Data management tool
            Supports Master Data management across any toolset – Hyperion, ERP, etc.
            Agnostic – read from any source, write to any source
            Does not have adapters to source / target systems
            Flat file extracts created from DRM to load into Planning



                                           Slide 23
Master Data Integration
ETL TOOLS
        ODI
            –   “HAL Replacement”
            –   Limited Use ODI Bundled with EPM toolset
            –   Planning must be a source or target to use
            –   Relational Staging Repository for work
            –   ELT – Extract, Load and Transfer Tool
        DIM/Informatica - Near End of Life
            –   Adapters that connect directly to Planning
            –   Additional Licensing Costs
            –   For Informatica shops
            –   Functionally very similar to ODI
        HAL - End of Life
         – Not an option for new clients
         – Still works in 11X for legacy clients
OTHER UPDATE METHODS
        Outline Load Utility
        Manual Update
        SQL into EPMA Interface Tables & Batch Client


                                                        Slide 24
Data Integration
SOURCES
    General Ledger – Oracle EBS, Peoplesoft, JDE, SAP R/3, Lawson
    Payroll – Peoplesoft, Oracle, SAP, Ceridian, Lawson HRIS
    Fixed Assets – Oracle, Peoplesoft
    Project Tracking – Oracle Project, Peoplesoft, JDE
    Billing System
    Order Management
    EDW
    Manual Load File

INTEGRATION OPTIONS
    Essbase Load Rules
     – SQL Interface
     – Flat Files
    Outline Load Utility
    FDQM
     – With or without ERPi
    ODI / DIM / HAL
     – ETL Tools, use when there is heavy file manipulation
                               Slide 25
Building a Planning Model

 KEY CONSIDERATIONS
    What data is needed to facilitate input?
    What data needs to be collected from end users?
    Are there supporting drivers that must be input?
    Are there calculations that need to be processed before input?
    Read vs. Write on data form elements
    Are there calculations that need to be processed after input? Before
    Input?
    Are the inputs and calculations consistent globally?

 TIPS
    Break the process into steps if possible
    Use menus or task lists to drive navigation
    Simplify the user experience, provide tools to facilitate navigation
    Try not to clutter and overcomplicate a form
    Be conscious of release level impact on Smart View vs. Web


                                   Slide 26
Development of Forms

 PERFORMANCE
   Balance performance with functionality
   Load Performance – 3 seconds or less
   Save Performance – 3 seconds of less
   Hone business rules
    –   Focus on fewer blocks – FIX (Entity), FIX (Scenario, Version)
    –   Don’t calculate more than you need to
    –   Balance form calculations with an hourly ‘sweep’
    –   Poorly performing business rules can stack up and kill Essbase performance

 PERFORMANCE TIPS
   Suppress Missing Rows vs. Suppress Blocks
   Rows vs. Columns vs. Page
   Isolate Performance Issue – Form vs. Rules
   Query Issue – Size or Poorly Designed Essbase Cube?
   Block Size Balancing Act – Query vs. Calculations
   Latest Release – calculations on Forms




                                           Slide 27
Development of Forms

DESIGN TIPS
  Large Sparse Dims on Rows – (Improvements to GUI in Talleyrand)
  Turn on Attribute Display and Impact on Suppress Missing Block




  Show member formulas




                                       Slide 28
Development of Forms

 DESIGN TIPS
   Startup Message to Guide Blank Forms




   Column Definition
       Drivers & Commentary in BegBalance Member
       Data Values in IDESC (YearTotal)




                                            Slide 29
Development of Forms

   Use Flag Members to drive form layout
    –   Smart List to drive Flag




    –   UDA’s to drive form definition




    –   Flag Member – Set flag based on UDA definition and Smart List Selection




                                                 Slide 30
Development of Forms

   Simple Form




   Enhanced Forms




                       Slide 31
Development of Forms

  Composite Forms

   –   Grid 1 – General Information
   –   Grid 2 – Data Collection




                                      Slide 32
Development of Forms

  Control Navigation with a Menu




                                   Slide 33
Development of Forms

 TIPS & TRICKS

 • Calculations & Forms Should be Developed in Tandem

 • Robust Essbase Calculation Library

 • Calculation Manager
     –   Graphical Web Based Rules Builder
     –   Pre-built Templates
     –   Requires EPMA Integration (Talleyrand support for Classic)
     –   Ability to Convert HBR to CM Rules

 • Alternatives to Drive Calculations
     – Member Formulas
     – Business Rules / Calc Manager Rules
     – Essbase Member Calc Formula




                                        Slide 34
Development of Calculations

 Essbase Member Formula
 –   Simple Member Calculation
 –   Dependencies - Outline Order Important                      EXAMPLES
 –   Calculations that don’t require user input                  •Ratios
 –   Calculations don’t require moving data between plan types   •Metrics
                                                                 •Modeling
 –   Can be run upon save of form – ‘Calc members on form’




                                                                         TIP
                                                                  •Create Calc Mbrs
                                                                   •Put All Logic in
                                                                   One member to
                                                                  Eliminate order of
                                                                   Operation issues




                                     Slide 35
Development of Calculations

 Business Rules
 –   Allow for user input to the rule
 –   Allow for passing through variables from the form to the rule    Examples
 –   Multiple Members Calculated Upon Form Save with Dependencies    •Data Movement
                                                                      •Aggregations
 –   Can be launched on save, or from a right click menu             •Currency Conv.
 –   Typically more procedural than member formula                      •Allocations
 –   Leverage BR to move data between plan types @XREF or @XWRITE      •Eliminations




                                   Slide 36
Development of Calculations

 Essbase Member Calc Script
 –   Write multiple member formula’s in an Essbase member
 –   Place member on form, and hide
 –   Allows for procedural member formulas ala Business Rules
 –   Run on save of form
 –   Cannot allow user input to calc
 –   Cannot move data between plan types




                                    Slide 37
Development of Calculations

 DESIGN CONSIDERATIONS
   Minimize Calculations
    – Run Time Prompts – Align w/ Page
    – IALLANCESTORS (RTPs) to aggregate instead of CALC DIM
   Beware Run on Save / Load
   Launch Rules from Right Click Menu                          TIP
   Sequences                                              Key Commands
    – Calculation in Current Plan Type                      @RELATIVE
    – XREF Data to Core Plan Type                        @IALLANCESTORS
                                                            DATACOPY
   XREF Dangers
    – Slow across applications
    – Create Block Issues
        • Create Blocks in Business Rule
        • Schedule hourly “sweep” to catch any issues – DATAEXPORT
        • Use new @XWRITE feature (push vs. pull)
   Currency Conversion Limitations
    – Rates stored High (impact on block size)
    – Manual Input of Rates (or use Outline Load in 11.x)
    – Pros – Entity has requirement to plan in different local currencies

                                Slide 38
Process Flow/Control

   Form / Folder Organization
    – Logically name forms and folders (use numbers)
    – Order based on ‘Steps’

   Right Click Menus
    – Jump to other forms
    – Launch Rules
    – Launch Reports

   Task Lists
    – Guide user through a task list
    – User can check off items as they complete
    – Review completed vs. outstanding tasks

   Workflow
       Being rewritten due to current limitations
       Targeted for Talleyrand (next release)




                                      Slide 39
Define Security

 PROCESS
    1.     Setup Groups & Users in Shared Services
    2.     Assign Access in Planning & Workspace
    3.     Push Security to Essbase

 SETUP USERS & GROUPS IN SHARED SERVICES
    Define Groups
    –      ALL_PLANNING_GROUP - Handles basic provisioning tasks – Version, Scenario, Accounts
    –      ENTITY_PLANNING_GROUPS - Most detail security occurs along the Entity dimension
    –      FUNCTIONAL_PLANNING_GROUPS - In charge of a functional area – for example – margin detail
    Assign Users to Groups

 PITFALLS / SUGGESTIONS
    Groups within Groups (based on release level)
    AD Groups vs. Planning Level Groups
    Form Security – Read vs. Write
    11X – Apply Security to Folders




                                              Slide 40
Shared Services

 •   Basic Planning Access
      –   Planner – Key role for ‘input’ users
      –   View User – Read only user to planning content
      –   Interactive User – Create / Delete Forms
      –   Mass Allocation – Use the mass allocate features
      –   Analytic Services Write Access –
            • Direct write back to Essbase
            • Limitations with Period/Yr & Workflow




 •   Essbase Access
      –   Server Access – Connectivity to server
      –   App / DB access




 •   Workspace Access



                                              Slide 41
Security Utilities

 CSS Import Export
    Use to bulk upload users / groups to Shared Services
    Provision a few “sample” users, export them to expose the format, application, project, and
    role names
    Also used a lot in migrations from Pre-System 9
    Create a bulk import




 Automate Build & Backup of Planning Security
    Export - HspExportSecurityCmd
    Import - HspImportSecurityCmd




                                         Slide 42
What is Optimization?

Optimization                 - MINIMIZE the time it takes to perform a specific
                             operation….


   Rate = Volume/Time                        Time = Volume/Rate

                                        or

      Decrease Volume (do less)                 Increase Rate (do it faster)


 NOTE: All optimization techniques focus on either volume or time. However, the
 business usually mandates the time and the volume and IT will work to meet the
 required rate.


                                 Slide 43
Optimization Priorities – Balance Query & Calc


Assumption: Essbase retrieval is           FAST so focus on calc optimization
           - Trade Off -                               • Usage of Attribute
                                                       Dimensions
                                                       • Dense/Sparse
                           Retrieval                   Configuration to support
          Calc
                           Time:                       calculations
          Time                                         • Dynamic Calcs
                                                       • Allocation of Memory to
                                                       Caches
                                                       • Transparent Partitions
                           Finding the Balance is the KEY!

                           Testing early on with a realistic data set is on the
                           critical path for every project in order to assess and
                           validate this balance


                                Slide 44
Sample Application Optimization Techniques
•       Block Size – Impact on Calcs vs. Reports Optimize Outline (BSO)
    –      Larger Blocks – typically faster calcs
    –      Smaller Blocks – typically faster reports
•       Outline Order – Impact on Calcs vs. Report
•       Other Techniques
    –      Transparent Partitioning and @XREFs – minimize data
    –      Tuning Parameters – CALCLOCKBLOCK and Data Cache
    –      Dynamic Calcs – implement best practices (defined later)




                                       Slide 45
Typical Dynamic Calc Usage
                                                            Dynamic Calc Usage
OUTLINE
METRICS
           Dollars                                Level Zero Members with Formulas
           Nbr Employees
           Avg $ Per Employee (formula)
YEAR
           QTR 1                                Upper Level Members of Dense Dimensions
                    Jan
                    Feb
                    Mar
Scenario
           Actual                                      Two Pass Members
           Budget
           PctVar
Product
           Prod1
                                Upper Level Sparse Dimension Members with a Few
           Prod2
           Prod3
                                Children




                                     Slide 46
Dynamic Calc Usage (continued)
 •   For Dense Dimensions, keep Number of Children to a parent < 100 if
     possible (avoid flat lists)

 •   For Sparse Dimensions, keep number of children to a parent < 7, and
     avoid multiple levels of dynamic calc if possible
      – Great idea for 1 to 2 level small sparse dimensions

 •   Avoid dynamic calculation commands that will cause the calculations to
     execute in CELL mode vs. BLOCK mode
      – Multiple IF statements for a subset of the block may evaluate
         faster then @CURRMBR

 •   Minimize Dependent Dynamic Calculations, either hierarchical or formula
     based
      – Pay attention to Deep, Ragged Chart of Account Structures –
         consider formulas for certain upper level members
      – Recreate calc logic as performance optimizer (maintenance impact)

 •   Consider nearly all two pass calcs as dynamic
      – Exception – smaller KPI/metrics cubes where all dimensions are
         stored



                                        Slide 47
Dynamic Calc Trick (Dense)



     Eliminate Dependencies on other dynamic
        calcs in formulas or hierarchies



       Total Expenses = @SUM(@RELATIVE(“TOTAL EXPENSES”, 0))
                            is FASTER than
       Total Expenses

                        Operating Expenses (and all of its hierarchies)
                        Non Operating Expense (and all of its hierarchies)




                                Slide 48
Dynamic Calc Trick (Sparse)

 Stagger Dynamic Calc at Multiple Level of Hierarchies,
   and Supplement with Multiple Loads (e.g. Add to
   Existing Values)
                                          Use Add to existing Values to Load Here
     Scenario (Label Only, Sparse)     in Rule
             Actual (Dynamic Calc)
                      Actual_Load (Stored)(+)
                               Actual_EDW (Dynamic Calc) (~)
                                        Actual_EDW_A (Stored) (+)
                                        Actual_EDW_B (Stored) (+)
                                        Actual_EDW_C (Stored) (+)
                               Actual_GL (Dynamic Calc) (~)
                                        Actual_GL_JDE (Stored) (+)
                                        Actual_GL_PS (Stored) (+)
                      Actual_Adj (Stored)(+)


                               Slide 49
Typical Maintenance Routines
                                               Maintenance Routines
  •     Defragmentation Routines
      –    Outline (predominantly ASO)
      –    Database (index/page files)
  •     Log Purging Operations
      –    Application Server
      –    Agent and Event Logs on Essbase Server
      –    Planning Audit Logs
  •     Recycling of Services to Clear Memory (BEA J2EE)
  •     Reboot Machines Monthly
  •     Archiving off of Older Data Sets
      –    “History” Cubes
      –    Read Only Reporting Cubes (ASO) vs. Read/Write Modeling
           Cubes


                              Slide 50
Typical Planning Customizations
                                                             Maintenance Routines
•       Bulk Load of Supporting Details – a must for Pillar Migrations
•       Essbase CDF via Business Rule - Copy Supporting Details/Cell Text
    –      Incorporate into Business Rules with Run Time Prompts
    –      Better then Copy Data or Copy Versions
    –      Key Planning Table -
•       Essbase CDF via Business Rules – launch external processes
•       Essbase CDF – solve simultaneous equations vs. Looping (debt/interest
        modeling)
•       Custom SQL Views in Planning RDBMS against Web Analysis or OBIEE
    –      Audit Reporting
    –      “Search” Capability for Supporting Details
    –      Custom Security Reports
•       Currency Conversion
                                 Tip! – Use Essbase CDFs, and the relational repository to
                                 Customize – will be easier to upgrade later on


                                        Slide 51
Eleven Planning Tips to Remember
                                                    Maintenance Routines
1.    Consider alternatives to out of Box Planning Currency Conversion &
      Target Scenarios (storing data high)
2.    Load and Validate Dims & Data in Essbase, then port to Planning
3.    Separate Business Rule Functionality – Modeling, Data Movement, Agg
4.    Ensure Developers have “test” user ids to validate functionality and
      view of forms – Administrator masks a multitude of sins
5.    Separate Essbase ASO Reporting Cube – optimize read vs. write
6.    Model it in excel before you model it in Planning
7.    Understand impact of Scenarios (Management Cycles) vs. Versions
      (Iterations of a Management Cycle)
8.    Use Suppress Empty Blocks in Form Design
9.    Convert Actual Data to “Plan View” to accommodate different levels of
      grain and simply form design
10.   “Push” data between plan types on change, don’t pull always
11.   Establish thresholds for business rule performance in multi-user
      environment – e.g. one minute for a rule is too slow in a multi user
      environment

                                  Slide 52
Closing

Ranzal Differentiators
• Technology Excellence
• Delivery Quality
• Industry Expertise
• Client Focus
• Solid Business Methodology
• Strong Customer References
• Relationship with Oracle / Hyperion
• Vertical Expertise from Edgewater
• North American and European Presence
• Webinars – http://www.ranzal.com/news.htm


Come Visit us in Booth 5 in the Exhibition Hall
             Contact                              Contact
             Mija Deering                         Mike Killeen
             Principal Solutions Manager          VP of Technology, Oracle Ace
             Edgewater Ranzal                     Edgewater Ranzal
             E-mail: mdeering@ranzal.com          E-mail: mkilleen@ranzal.com

                                    Slide 53

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Key Considerations for a Successful Hyperion Planning Implementation

  • 1. UKOUG EPM & Hyperion Conference 2011 Key Considerations for a Successful Hyperion Planning Implementation Edgewater Ranzal UK Division Mike Killeen Vice President, Oracle Ace & Mija Deering Principal Solutions Manager Slide 1
  • 2. Agenda KEY PROJECT PHASES RECOMMENDED BUILD TECHNIQUES – Application Definition & Plan Type Delineation – Define Dimensionality – Master Data & Data Integration – Building a Planning Model – Development of Forms – Development of Calculations – Process Flow / Control – Define Security – Tuning, Optimization & Maintenance – Typical Customization TEN ELEVEN PLANNING TIPS TO REMEMBER Slide 2
  • 3. About Edgewater Ranzal Focus Services 15 Years People 700+ clients 1000+ projects Methodology Customers Partnership Slide 3
  • 4. Quick Audience Poll • Rolled out Planning? – Pre System 9 – System 9 – Fusion • 11.1.1.x • 11.1.2.0 • 11.1.2.1 • In the midst of a Planning project? • About to embark on a Planning project? • Are IT or Finance Professionals? Slide 4
  • 6. Ranzal Project Lifecycle Overview Project Planning & Management Approach Pre-Engagement Project Initiation Project Execution Project Closure Proposal & Kick-Off, Logistics, Manage schedule, scope, issues, risks, cost & Successes & Statement of Work Coordination & Plan resources – status reporting Lessons Learned Implementation Approach Focus Points • Multiproduct Analyze Design Build Test Rollout / Sustain Experience • Knowledge Install, Configure & What is Wrong, What & How to Infrastructure, Training, Transfer Right & Needed Deploy Unit Test System Integration & Documentation & • Performance Acceptance Testing Knowledge Transfer Benchmarking • Understand Priorities Change Management Approach • Flexible Approach Plan/Scope Assess/Design Build Deploy Monitor • Modular Scope • Prototyping Define the Define Future Prepare for the Facilitate the Monitor the • Leverage Change and Organization and Change Change Results Prior Work How to Manage Understand Impact Slide 6
  • 7. Typical Implementation NEEDS AND REQUIREMENTS PLAN AND CUSTOMIZED GO LIVE AND ANALYSIS DESIGN PHASE BUILD PHASE TEST PHASE TRAINING ROLLOUT SUPPORT • Current state and • Define a project • Construct • Upload test data • Develop easy to • Review Go Live stakeholder needs roadmap templates and use reference Checklist • User validation analysis • Determine models guide • Move solution • Calibrate models • Identify process, optimal level of • Report / dash- • Develop custom into production system, and detail and board build-out • Document final training and • Provide on-site organizational structure process, system, exercises • Prototype org support components • Design docs reviews • Deliver user • Semi-annual • Detailed work • Develop data training audits and plan with interfaces process/model deliverables reviews Slide 7
  • 8. Analyze vs. Design Analyze Design Requirements unknown or undefined Key requirements are understood Existing business processes need to be updated Future business processes are Existing business processes not known or known documented Basic understanding of technology Desire to re-engineer to align with being used for build business vision or industry best practices Deliverables As-Is vs. To-Be Processes Functional Requirements Deliverables Technical Requirements Design Document Project Roadmap & Timeline (High Level) Proof of Concept / Prototype * Infrastructure Architecture Finalize Scope, Schedule & Budget Project Strategies (Training, Testing, etc) Slide 8
  • 9. Leading Practices in Analysis – What Should We Do? Planning Planning Leading Practice: Align Strategic & Operational Plans Does it improve productivity? Does it make us more accurate? Top Down and Bottom Up Planning Does it improve decision making through greater insight? Leveraging Driver Based Planning Focus on the Right Areas – Materiality vs. Volatility Reduce Cycle Times Leverage Rolling Forecasting Processes Reporting Implement Reporting Governance Organization Clearly Define Reporting Standards, Processes, Tools, and Responsibilities Establish “Single Source of the Truth” by Report Type Provide Drill-Through Capability Slide 9
  • 10. Leading Practices in Design – How Should We Do It? What We Deliver – Scope & Quality Functional Requirements Performance & Technical Requirements Maintenance Requirements Support Requirements Maximize Value! Prioritization of All of the Above Value = Num/Den Numerator – What We Deliver Denominator – Time & Cost What it Costs – Budget & Timeline Timeline Impact Resource & Cost Impact Appetite for Risk & Appropriate Factors Slide 10
  • 11. Planning Implementation Risks LACK OF AVAILABLE MASTER DATA & DATA – Clients often underestimate the effort required to source and validate data and master data, and this is a frequent reason for project delays – The level of effort must be aligned with the quality of data, number of data sources, and degree of change (e.g., new COA) LACK OF RESOURCES – Technical – It is critical to identify the administrators of the new system early on, and ensure they are properly trained for rollout – Functional - Clients sometimes do not dedicate enough resources to the project effort as the project is viewed as simply a technology implementation LACK OF CLARITY OR CONSISTENCY IN BUSINESS PROCESSES – Planning systems by their nature attempt to predict the future. Clients sometimes have difficulty identifying which disparate elements of their planning process should go into the application, particularly if different areas of the organization have different models. – Defining what should NOT go into the model is as important as determining what goes in (particular impact on Global Planning implementations) Slide 11
  • 12. Tradeoffs in a Sample Project • Tradeoffs in a Sample Project Phase 1 – Focus on Scope and Push the Limits on Performance • Phase 2 – Scale Back on Scope to enable better performance • Phase 3 – Techniques and Technology Shift the Curve to support both Slide 12
  • 13. Critical Success Factors Clearly Defined and Communicated Project Goals Key Stakeholder Participation and Approval Finance and IT Involvement Throughout Entire Project Clearly Defined, Reviewed, and Approved Application Design Ownership and Accountability for Project Tasks Thorough Quality Assurance and Testing Communication of Company-wide Benefits Proper Administrator and End User Training Consistent Project Management Slide 13
  • 15. Basic Build Approach Application Definition Delineate Plan Types Define Dimensionality Master Data Integration Data Integration Building a Planning Model Development of Forms Development of Calculations Process Flow / Control Define Security Slide 15
  • 16. Types of Applications • G&A Expenses • Project Cost Centers Internal / External Projects Cost Allocations Resource Allocation Driver Based • Balance Sheet / Cash Flow • Salary / Labor Full Financials Employee Intercompany / Consolidations Position Key Drivers, I/S Integration Variable vs. Fixed • Sales Pipeline • Margin Sales Reps Product / LOB Customers Customer / Segment Integration with CRM • Capital • Long Range / Strat Plans Asset Category Integrate w/ AOP / Forecast New vs. Existing Capital Driver Based Integrate w/ Source Capex Initialization of Future AOP Slide 16
  • 17. Application Definition SINGLE APPLICATION BENEFITS (up to 3 Custom Plan Types + WFP/FACP) Master Data is shared across an application Common Versioning, Scenarios between plan types Business Rule Efficiency within same app (XREF & XWRITE) Shared Interface for forms and rules between plan types Leverage common set of task lists, right click menus, smart lists, and personal variables MULTIPLE APPLICATION USE CASES Common for separate operating units w/ disparate planning processes Allows for distinct processing windows – US vs. Intl Security – Financials vs. Salary Detail Planning doesn’t support asymetrical security models Ran out of plan types Separate Workflow Processes (e.g. Geography vs. Functional) PLANNING vs. ANALYSIS Slide 17
  • 18. Application Definition WHAT ARE THE CAPEX / WORKFORCE MODULES? A set of pre-built forms, rules, and menus for planning Salary and Capital expenditures. Pre-built functionality – fully customizable Out of the box functionality to calculate: – WFP – Salaries, Payroll Taxes, Benefits, etc. Based on attributes associated with the employee. – Capex – Depreciation, Capital Spending by Asset Categorization. EXPECTATIONS No one will use the modules out of the box without any customization. Key is to use out of the box functionality with the right blend of customization. Expected customization includes: – Updating Smart List attributes for use within an organization – Modification to forms / rules to allow for budget & forecast processes that converge. – Updating Master Data – Employees, Asset Category, etc. – Adding a requisition number input field Slide 18
  • 19. Delineate Plan Types WHEN DO I NEED A NEW PLAN TYPE A model needs a different set of dimensionality – Revenue modeling for the organization is done by product and customer – Salary modeling is done by employee and position – Project Planning is done by Project Number – Capital modeling is done by asset classification Inter-dimensional Irrelevance – Does my Core GL plan type need Product, Employee and / or Project #? – Impacts performance of forms, business rules, and reports. – Want to minimize number of stored dimensions for each plan type. IMPACTS OF A NEW PLAN TYPE Data Movements between Plan Types Additional Essbase Cube to optimize Master Data & Data Integration Considerations Slide 19
  • 20. Define Dimensionality DIMENSION Stored hierarchies within an application Core – Accounts, Entities, Time, Years, Scenario, Versions Revenue – Core + Product, Customer, Sales Person Capital – Core + Asset Category, Project Salary – Core + Employee, Position ATTRIBUTE Associated with a base dimension A dimension member can be associated with a single attribute member from an attribute dimension. WARNING! Slowly Changing Attributes – future Attribute Limitations •No Security Examples •Limited Selections – Start Date (Employee) •Limited Reporting – Address (Customer) •Performance – Brand (Product) – Growth, Productivity, Maintenance (Project) Slide 20
  • 21. Define Dimensionality SMART LIST A member in an outline (often an account) that is represented as a drop down within the data grid. Smart Lists can be used to drive business rules Smart Lists cannot be sliced and diced like dimensions * Smart Lists can be reported on within Hyperion Reports Stored as numeric value in Essbase Textual Value show in Planning Forms Can be predefined in Essbase Smart Lists – No adapter, load right to tables or use outline Load Utility (depending on release level) Slide 21
  • 22. Define Dimensionality DATA ELEMENT (TEXT / DATE) Allow user to input text and date directly into a cell in Planning Can leverage in Hyperion Reports Text stored as numeric lookup relationally – HSP_TEXT_CELL_VALUE Date stored as number 20090101 Can be predefined in Essbase No adapter, load right to tables or use OutlineLoad Utility (depending on release level) Slide 22
  • 23. Master Data Integration MASTER DATA MANAGEMENT VS. ETL TOOLS They are not the same thing A Master Data management tools provides you with a graphical interface to manage your Master Data across disconnected applications. An ETL tool moves data from one place to another MASTER DATA MANAGEMENT TOOLS EPMA – Essentially “DRM” for EPM Applications, w/additional deployment capabilities – Ability to synch Planning, HFM, HPCM & Essbase dimensions across multiple applications – V11 – More Stable (although not for Essbase) WARNING! – Update via Interface Tables – ETL, or Flat File Planning vs. HFM – EPMA File Generator – Creates ADS Files •Entity – Legal vs. Mgmt DRM •Structure Version – CY vs. NY Full blown Master Data management tool Supports Master Data management across any toolset – Hyperion, ERP, etc. Agnostic – read from any source, write to any source Does not have adapters to source / target systems Flat file extracts created from DRM to load into Planning Slide 23
  • 24. Master Data Integration ETL TOOLS ODI – “HAL Replacement” – Limited Use ODI Bundled with EPM toolset – Planning must be a source or target to use – Relational Staging Repository for work – ELT – Extract, Load and Transfer Tool DIM/Informatica - Near End of Life – Adapters that connect directly to Planning – Additional Licensing Costs – For Informatica shops – Functionally very similar to ODI HAL - End of Life – Not an option for new clients – Still works in 11X for legacy clients OTHER UPDATE METHODS Outline Load Utility Manual Update SQL into EPMA Interface Tables & Batch Client Slide 24
  • 25. Data Integration SOURCES General Ledger – Oracle EBS, Peoplesoft, JDE, SAP R/3, Lawson Payroll – Peoplesoft, Oracle, SAP, Ceridian, Lawson HRIS Fixed Assets – Oracle, Peoplesoft Project Tracking – Oracle Project, Peoplesoft, JDE Billing System Order Management EDW Manual Load File INTEGRATION OPTIONS Essbase Load Rules – SQL Interface – Flat Files Outline Load Utility FDQM – With or without ERPi ODI / DIM / HAL – ETL Tools, use when there is heavy file manipulation Slide 25
  • 26. Building a Planning Model KEY CONSIDERATIONS What data is needed to facilitate input? What data needs to be collected from end users? Are there supporting drivers that must be input? Are there calculations that need to be processed before input? Read vs. Write on data form elements Are there calculations that need to be processed after input? Before Input? Are the inputs and calculations consistent globally? TIPS Break the process into steps if possible Use menus or task lists to drive navigation Simplify the user experience, provide tools to facilitate navigation Try not to clutter and overcomplicate a form Be conscious of release level impact on Smart View vs. Web Slide 26
  • 27. Development of Forms PERFORMANCE Balance performance with functionality Load Performance – 3 seconds or less Save Performance – 3 seconds of less Hone business rules – Focus on fewer blocks – FIX (Entity), FIX (Scenario, Version) – Don’t calculate more than you need to – Balance form calculations with an hourly ‘sweep’ – Poorly performing business rules can stack up and kill Essbase performance PERFORMANCE TIPS Suppress Missing Rows vs. Suppress Blocks Rows vs. Columns vs. Page Isolate Performance Issue – Form vs. Rules Query Issue – Size or Poorly Designed Essbase Cube? Block Size Balancing Act – Query vs. Calculations Latest Release – calculations on Forms Slide 27
  • 28. Development of Forms DESIGN TIPS Large Sparse Dims on Rows – (Improvements to GUI in Talleyrand) Turn on Attribute Display and Impact on Suppress Missing Block Show member formulas Slide 28
  • 29. Development of Forms DESIGN TIPS Startup Message to Guide Blank Forms Column Definition Drivers & Commentary in BegBalance Member Data Values in IDESC (YearTotal) Slide 29
  • 30. Development of Forms Use Flag Members to drive form layout – Smart List to drive Flag – UDA’s to drive form definition – Flag Member – Set flag based on UDA definition and Smart List Selection Slide 30
  • 31. Development of Forms Simple Form Enhanced Forms Slide 31
  • 32. Development of Forms Composite Forms – Grid 1 – General Information – Grid 2 – Data Collection Slide 32
  • 33. Development of Forms Control Navigation with a Menu Slide 33
  • 34. Development of Forms TIPS & TRICKS • Calculations & Forms Should be Developed in Tandem • Robust Essbase Calculation Library • Calculation Manager – Graphical Web Based Rules Builder – Pre-built Templates – Requires EPMA Integration (Talleyrand support for Classic) – Ability to Convert HBR to CM Rules • Alternatives to Drive Calculations – Member Formulas – Business Rules / Calc Manager Rules – Essbase Member Calc Formula Slide 34
  • 35. Development of Calculations Essbase Member Formula – Simple Member Calculation – Dependencies - Outline Order Important EXAMPLES – Calculations that don’t require user input •Ratios – Calculations don’t require moving data between plan types •Metrics •Modeling – Can be run upon save of form – ‘Calc members on form’ TIP •Create Calc Mbrs •Put All Logic in One member to Eliminate order of Operation issues Slide 35
  • 36. Development of Calculations Business Rules – Allow for user input to the rule – Allow for passing through variables from the form to the rule Examples – Multiple Members Calculated Upon Form Save with Dependencies •Data Movement •Aggregations – Can be launched on save, or from a right click menu •Currency Conv. – Typically more procedural than member formula •Allocations – Leverage BR to move data between plan types @XREF or @XWRITE •Eliminations Slide 36
  • 37. Development of Calculations Essbase Member Calc Script – Write multiple member formula’s in an Essbase member – Place member on form, and hide – Allows for procedural member formulas ala Business Rules – Run on save of form – Cannot allow user input to calc – Cannot move data between plan types Slide 37
  • 38. Development of Calculations DESIGN CONSIDERATIONS Minimize Calculations – Run Time Prompts – Align w/ Page – IALLANCESTORS (RTPs) to aggregate instead of CALC DIM Beware Run on Save / Load Launch Rules from Right Click Menu TIP Sequences Key Commands – Calculation in Current Plan Type @RELATIVE – XREF Data to Core Plan Type @IALLANCESTORS DATACOPY XREF Dangers – Slow across applications – Create Block Issues • Create Blocks in Business Rule • Schedule hourly “sweep” to catch any issues – DATAEXPORT • Use new @XWRITE feature (push vs. pull) Currency Conversion Limitations – Rates stored High (impact on block size) – Manual Input of Rates (or use Outline Load in 11.x) – Pros – Entity has requirement to plan in different local currencies Slide 38
  • 39. Process Flow/Control Form / Folder Organization – Logically name forms and folders (use numbers) – Order based on ‘Steps’ Right Click Menus – Jump to other forms – Launch Rules – Launch Reports Task Lists – Guide user through a task list – User can check off items as they complete – Review completed vs. outstanding tasks Workflow Being rewritten due to current limitations Targeted for Talleyrand (next release) Slide 39
  • 40. Define Security PROCESS 1. Setup Groups & Users in Shared Services 2. Assign Access in Planning & Workspace 3. Push Security to Essbase SETUP USERS & GROUPS IN SHARED SERVICES Define Groups – ALL_PLANNING_GROUP - Handles basic provisioning tasks – Version, Scenario, Accounts – ENTITY_PLANNING_GROUPS - Most detail security occurs along the Entity dimension – FUNCTIONAL_PLANNING_GROUPS - In charge of a functional area – for example – margin detail Assign Users to Groups PITFALLS / SUGGESTIONS Groups within Groups (based on release level) AD Groups vs. Planning Level Groups Form Security – Read vs. Write 11X – Apply Security to Folders Slide 40
  • 41. Shared Services • Basic Planning Access – Planner – Key role for ‘input’ users – View User – Read only user to planning content – Interactive User – Create / Delete Forms – Mass Allocation – Use the mass allocate features – Analytic Services Write Access – • Direct write back to Essbase • Limitations with Period/Yr & Workflow • Essbase Access – Server Access – Connectivity to server – App / DB access • Workspace Access Slide 41
  • 42. Security Utilities CSS Import Export Use to bulk upload users / groups to Shared Services Provision a few “sample” users, export them to expose the format, application, project, and role names Also used a lot in migrations from Pre-System 9 Create a bulk import Automate Build & Backup of Planning Security Export - HspExportSecurityCmd Import - HspImportSecurityCmd Slide 42
  • 43. What is Optimization? Optimization - MINIMIZE the time it takes to perform a specific operation…. Rate = Volume/Time Time = Volume/Rate or Decrease Volume (do less) Increase Rate (do it faster) NOTE: All optimization techniques focus on either volume or time. However, the business usually mandates the time and the volume and IT will work to meet the required rate. Slide 43
  • 44. Optimization Priorities – Balance Query & Calc Assumption: Essbase retrieval is FAST so focus on calc optimization - Trade Off - • Usage of Attribute Dimensions • Dense/Sparse Retrieval Configuration to support Calc Time: calculations Time • Dynamic Calcs • Allocation of Memory to Caches • Transparent Partitions Finding the Balance is the KEY! Testing early on with a realistic data set is on the critical path for every project in order to assess and validate this balance Slide 44
  • 45. Sample Application Optimization Techniques • Block Size – Impact on Calcs vs. Reports Optimize Outline (BSO) – Larger Blocks – typically faster calcs – Smaller Blocks – typically faster reports • Outline Order – Impact on Calcs vs. Report • Other Techniques – Transparent Partitioning and @XREFs – minimize data – Tuning Parameters – CALCLOCKBLOCK and Data Cache – Dynamic Calcs – implement best practices (defined later) Slide 45
  • 46. Typical Dynamic Calc Usage Dynamic Calc Usage OUTLINE METRICS Dollars Level Zero Members with Formulas Nbr Employees Avg $ Per Employee (formula) YEAR QTR 1 Upper Level Members of Dense Dimensions Jan Feb Mar Scenario Actual Two Pass Members Budget PctVar Product Prod1 Upper Level Sparse Dimension Members with a Few Prod2 Prod3 Children Slide 46
  • 47. Dynamic Calc Usage (continued) • For Dense Dimensions, keep Number of Children to a parent < 100 if possible (avoid flat lists) • For Sparse Dimensions, keep number of children to a parent < 7, and avoid multiple levels of dynamic calc if possible – Great idea for 1 to 2 level small sparse dimensions • Avoid dynamic calculation commands that will cause the calculations to execute in CELL mode vs. BLOCK mode – Multiple IF statements for a subset of the block may evaluate faster then @CURRMBR • Minimize Dependent Dynamic Calculations, either hierarchical or formula based – Pay attention to Deep, Ragged Chart of Account Structures – consider formulas for certain upper level members – Recreate calc logic as performance optimizer (maintenance impact) • Consider nearly all two pass calcs as dynamic – Exception – smaller KPI/metrics cubes where all dimensions are stored Slide 47
  • 48. Dynamic Calc Trick (Dense) Eliminate Dependencies on other dynamic calcs in formulas or hierarchies Total Expenses = @SUM(@RELATIVE(“TOTAL EXPENSES”, 0)) is FASTER than Total Expenses Operating Expenses (and all of its hierarchies) Non Operating Expense (and all of its hierarchies) Slide 48
  • 49. Dynamic Calc Trick (Sparse) Stagger Dynamic Calc at Multiple Level of Hierarchies, and Supplement with Multiple Loads (e.g. Add to Existing Values) Use Add to existing Values to Load Here Scenario (Label Only, Sparse) in Rule Actual (Dynamic Calc) Actual_Load (Stored)(+) Actual_EDW (Dynamic Calc) (~) Actual_EDW_A (Stored) (+) Actual_EDW_B (Stored) (+) Actual_EDW_C (Stored) (+) Actual_GL (Dynamic Calc) (~) Actual_GL_JDE (Stored) (+) Actual_GL_PS (Stored) (+) Actual_Adj (Stored)(+) Slide 49
  • 50. Typical Maintenance Routines Maintenance Routines • Defragmentation Routines – Outline (predominantly ASO) – Database (index/page files) • Log Purging Operations – Application Server – Agent and Event Logs on Essbase Server – Planning Audit Logs • Recycling of Services to Clear Memory (BEA J2EE) • Reboot Machines Monthly • Archiving off of Older Data Sets – “History” Cubes – Read Only Reporting Cubes (ASO) vs. Read/Write Modeling Cubes Slide 50
  • 51. Typical Planning Customizations Maintenance Routines • Bulk Load of Supporting Details – a must for Pillar Migrations • Essbase CDF via Business Rule - Copy Supporting Details/Cell Text – Incorporate into Business Rules with Run Time Prompts – Better then Copy Data or Copy Versions – Key Planning Table - • Essbase CDF via Business Rules – launch external processes • Essbase CDF – solve simultaneous equations vs. Looping (debt/interest modeling) • Custom SQL Views in Planning RDBMS against Web Analysis or OBIEE – Audit Reporting – “Search” Capability for Supporting Details – Custom Security Reports • Currency Conversion Tip! – Use Essbase CDFs, and the relational repository to Customize – will be easier to upgrade later on Slide 51
  • 52. Eleven Planning Tips to Remember Maintenance Routines 1. Consider alternatives to out of Box Planning Currency Conversion & Target Scenarios (storing data high) 2. Load and Validate Dims & Data in Essbase, then port to Planning 3. Separate Business Rule Functionality – Modeling, Data Movement, Agg 4. Ensure Developers have “test” user ids to validate functionality and view of forms – Administrator masks a multitude of sins 5. Separate Essbase ASO Reporting Cube – optimize read vs. write 6. Model it in excel before you model it in Planning 7. Understand impact of Scenarios (Management Cycles) vs. Versions (Iterations of a Management Cycle) 8. Use Suppress Empty Blocks in Form Design 9. Convert Actual Data to “Plan View” to accommodate different levels of grain and simply form design 10. “Push” data between plan types on change, don’t pull always 11. Establish thresholds for business rule performance in multi-user environment – e.g. one minute for a rule is too slow in a multi user environment Slide 52
  • 53. Closing Ranzal Differentiators • Technology Excellence • Delivery Quality • Industry Expertise • Client Focus • Solid Business Methodology • Strong Customer References • Relationship with Oracle / Hyperion • Vertical Expertise from Edgewater • North American and European Presence • Webinars – http://www.ranzal.com/news.htm Come Visit us in Booth 5 in the Exhibition Hall Contact Contact Mija Deering Mike Killeen Principal Solutions Manager VP of Technology, Oracle Ace Edgewater Ranzal Edgewater Ranzal E-mail: mdeering@ranzal.com E-mail: mkilleen@ranzal.com Slide 53