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


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Whether you previously used Hyperion Enterprise or managed a classic HFM application, moving to EPMA provides many benefits (but also has unique tricks you should know about!). In this webinar, we will review many of the enhancements that EPMA can bring to metadata management, such as:

• Shared metadata among different products or HFM applications within the same environment
• Comparisons of changes between what is loaded and what you are about to load
• Renaming a base member without losing previously-loaded data
• Enhanced features to identify and exclude orphan members
• Audit trails of metadata changes (“Who changed THAT attribute?” “Um, YOU did!”)
o Some do not always see this as a good thing, but auditors like it…

Of course, there are also a few areas we’ll cover to help you understand some limitations with EPMA and some possible workarounds to certain issues, including:

• Needing to be online to work within the web-based tool
• Must view validation error notifications one at a time on web compared to in a single text file
• Some additional complexity due to more features being available to use

Managing metadata with EPMA is what is being taught in Oracle’s HFM Administration training classes, and we hope that after attending this webinar, you will also discover some benefits to using EPMA with your current or future applications.

Published in: Technology

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

  1. 1. Getting the Most out of EPM HFM: Managing Metadata With EPMA March 22nd, 2013 Christine Ong-Estrada ( Erich Ranz (
  2. 2. Finit IntroductionFinit Solutions specializes in consulting services in the Oracle Hyperion EnterprisePerformance Management Solutions suite of products:Financial Close and Consolidation Planning and Business Intelligence Financial Management (HFM)  Planning Hyperion Enterprise  Core Planning Financial Close Management (FCM)  Modules (Workforce, CapEx, Disclosure Management Project Financial Planning) Account Reconciliation Module (ARM)  Essbase (ASO / BSO)Integration Reporting Tools Financial Data Quality Management (FDM)  Financial Reporting Oracle Data Integrator (ODI)  Smart View / Essbase Excel Add-In Enterprise Performance Management  OBIEE Architect (EPMA)  Financial Management Analytics Data Relationship Management (DRM) (OFMA) Other (ERPi, EIS, etc.)  Web Analysis -2-
  3. 3. Finit ServicesFinit’s consulting services cover a broad range of implementationand post implementation options. Finit Solutions: Implementation Services– Full cycle implementations – Infrastructure Services – Discovery and Requirements – Data Services (historical data, GL data – Global Design integration) – Detailed Design and Build – Project / Program Management – Testing and Training – Product Upgrades – Deploy – Redesign / Enhancements -3-
  4. 4. Finit Answers Finit Solutions Official Support Offering: Answers & Support with Efficient, Responsive ServiceFinit Answers provides the proper support offering for your Business Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a company since our inception (July 2002) - staffed by our Hyperion Subject Matter Experts. Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees can be applied to a future project to replace Hyperion Enterprise with Finit Solutions. Allow Finit Answers to be your personal Hyperion Insurance Policy Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels of support that we can customize to meet your needs: 1. Time And Materials Support: You only pay for the time you use (no monthly fees) 2. Dedicated Critical Support: Technical Application Support with a guaranteed 2-hour response time 3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations, custom reports, etc. 4. Managed Services: Application Administrator Assistance (Primary or Secondary)   CONTACT Greg Barrett ( for more information -4-
  5. 5. Finit’s FocusWe strongly believe that Service + Solutions = Maximum ValueService Our compensation model is based upon client satisfaction with consultant’s work, not how many hours they charge. Finit has no external owners and Finit partners are involved in every full- cycle implementation. Finit uses its own employees, no subcontractors.Solutions Finit consultants are Hyperion product experts who enjoy designing, building and deploying great solutions, applications and processes. Finit works closely with Oracle Hyperion development on product strategy and beta testing. -5-
  6. 6. Finit’s Values -6-
  7. 7. Finit’s Client Service Our client service approach has led to 100%customer satisfaction for every Finit client (170and counting) for every Oracle Hyperion project (over 300 and counting). -7-
  8. 8. About the PresentersErich Ranz(• Former HFM/FDM administrator• 7 years experience with Hyperion products• 12 years in Finance• Based in Wichita, KS -8-
  9. 9. About the PresentersChristine Ong-Estrada(• Former Enterprise and HFM administrator• More than 10 years of Hyperion products experience• Based in Austin, TX -9-
  10. 10. Question and Answer - 10 -
  11. 11. Sign up for Kscope13using the FINIT code fora $100 discount onRegistration! - 11 -
  12. 12. Agenda What is EPMA? Creating Applications in EPMA Managing Metadata Managing Applications Q and A - 12 -
  13. 13. What is EPMA? Enterprise Performance Management Architect Feature of Foundation Services Integrates with:  HFM  Planning  Essbase  Profitability and Cost Management  Data Relationship Management Enables administrators to create, manage, and deploy Hyperion applications within one interface. Consists of different modules - 13 -
  14. 14. Managing Metadata Evolution Hyperion Enterprise  Desktop Client  Excel Macros / Text Files Early HFM  Desktop Client (Metadata Manager)  Excel Macros / Text Files HFM EPMA  Desktop Client (view only)  Excel Macros / Text Files  EPMA File Generator  Dimension Library  LCM - 14 -
  15. 15. Dimension LibraryA centralized location to manage dimensions and dimensionproperties.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 - 15 -
  16. 16. Application LibraryA summary of applications that have been created and/or deployed.Used to: Create and manage applications in one centralized location View the data flow between applications Migrate applications to different servers within the same environment Deploy applications - 16 -
  17. 17. Other Modules Data Synchronization  Enables data synchronization between or within Hyperion applications.  Create data mappings for reuse.  Create flat file and interface table mappings to import data into Hyperion applications. Calculation Manager  Enables you to create, validate, and deploy business rules and business rule sets. Transform Classic to EPM Architect  Enables transformations of applications managed in Classic Financial Management to EPMA. Library Job Console  Provides a summary, including status, of Dimension Library and application processes, including imports, deployments, and data synchronizations. Configure Interface Data Sources  For use of interface table to import metadata - 17 -
  18. 18. Creating an HFM Application Classic - 18 -
  19. 19. Creating an HFM Application EPMA Application Library > < Auto Create Local Dimensions Define Customs > - 19 -
  20. 20. Creating an HFM Application EPMA Populate Calendar Dimensions > Set Up Rate Accounts > Define Application Settings > - 20 -
  21. 21. Managing Metadata Classic  Desktop Client (Metadata Manager)  Excel Macros / Text Files EPMA  Desktop Client (Metadata Manager)  EPMA File Generator  Dimension Library  LCM  Excel Macros / Text Files - 21 -
  22. 22. Desktop Client Extract Application Elements - 22 -
  23. 23. Desktop Client View in metadata manager - 23 -
  24. 24. EPMA File Generator Generator Sources:  HFM Files  HFM Application  Planning Application  EPMA Application  Excel File - 24 -
  25. 25. EPMA File Generator Excel File Format - 25 -
  26. 26. EPMA File Generator Excel Add-In - 26 -
  27. 27. Import Profiles Profiles include important information about the dimensions to be imported Source Options: Flat file, Interface Tables, DRM Target Options: Shared Library or Existing EPMA application - 27 -
  28. 28. Mapping and Load Methods - 28 -
  29. 29. Dimension Library Used for ongoing metadata management. Used for changing properties and adding members in small numbers. Can drag and drop, cut and paste and reorder children. Easy insert shared members function. Shared Library Web based - 29 -
  30. 30. Grid Editor Good for changing attributes on several members within a single dimension Create custom grids and use filters  Attributes  Members (no base) - 30 -
  31. 31. Grid Editor Tabular grid-based interface Can copy/paste within editor Cannot save grids Cannot copy/paste from Excel - 31 -
  32. 32. LCM Lifecycle Management - 32 -
  33. 33. LCM – ADS Format ADS Export Format Can be re-imported Can be used in an existing import profile Can be used to create a new import profile Can be used with shared and local libraries - 33 -
  34. 34. LCM – Editing in Excel Copy contents to Excel Text to Columns Add Formula Copy contents to Text - 34 -
  35. 35. Sharing Metadata Shared Library used to store dimensions that are shared. Need to follow a certain order when sharing dimensions  First share the associated dimensions like Alias, custom dimensions, security class, etc… Can exclude shared members. Can override properties in the application. Can set a parent member as base member. - 35 -
  36. 36. Managing Applications Deploy Duplicate  As New Application  As Deployed Application with option to copy data Delete Compare  To Shared Library  To Deployed Application Diagnostics - 36 -
  37. 37. Metadata Change Demo Add new account in Dimension Library - 37 -
  38. 38. Metadata Change Demo Update account attributes - 38 -
  39. 39. Metadata Change Demo EPMA Logging - 39 -
  40. 40. Metadata Change Demo Deploy the Application - 40 -
  41. 41. Metadata Task Comparison - 41 -
  42. 42. Metadata Maintenance - 42 -
  43. 43. General Questions How do I convert my Classic application to EPMA? Can you go back? Can I rename a base member in EPMA? Should I set up my metadata as Shared or Local if I just have one HFM application? - 43 -
  44. 44. General Questions Can any of the new EPMA functions be automated via Task Flows? What version of HFM is Oracle teaching in their classes? Is it Classic or EPMA? If I convert from Classic to EPMA, will there be any new security concerns? There are several methods to manage metadata in EPMA. How do I know when to use each one? So….is EPMA better than Classic? - 44 -
  45. 45. Thank you for attending! - > Christine Ong-EstradaQuestions? ( - > Erich Ranz ( us for a - > Insights@finitsolutions.comcopy of the slides or - > General Questionslink to the recording.  Greg Barrett (  Joe Mizerk ( - 45 -