Eal introduction webinar_final

www.finitsolutions.com
Getting the Most out of EPM
Introduction to Essbase Analytics Link (EAL)
July 27th 2012
Jeff Kantor (jkantor@finitsolutions.com)
Jason Hampton (jhampton@finitsolutions.com)

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Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation
– Financial Management (HFM)
– Hyperion Enterprise
– Financial Close Management
– Disclosure Management
– Account Reconciliation Module
Integration
– Financial Data Quality Management (FDM)
– Oracle Data Integrator (ODI)
– Enterprise Performance Management
Architect (EPMA)
– Data Relationship Management (DRM)
– Other (ERPi, EIS, EAL, etc.)
Planning and Business Intelligence
– Planning
– Core Planning
– Modules (Workforce, CapEx)
– Essbase (ASO / BSO)
Reporting Tools
– Financial Reporting
– Smart View / Essbase Excel Add-In
– OBIEE
– Financial Management Analytics
(OFMA)
– Web Analysis

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Finit Services
Finit’s consulting services cover a broad range of implementation and post
implementation options.
Finit Solutions Implementation Services
– Full cycle implementations
– Discovery and Requirements
– Global Design
– Detailed Design and Build
– Testing and Training
– Deploy
– Infrastructure Services
– Data Services (historical data, GL data integration)
– Project / Program Management
– Product Upgrades
– Redesign / Enhancements

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We strongly believe that Service + Solutions = Maximum Value
Service
– Consultant 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, not contractors.
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.
– Finit consultants receive 2 weeks of product / functional training a year.
– Finit Answers provides support services on a pay-as-you-use model.
Finit’s Focus

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Finit’s Values

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Our client service approach has led to 100% customer
satisfaction for every Finit client (160 and counting) for
every Oracle Hyperion project (over 280 and counting).
Finit’s Client Service

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About the Presenter
Jeff Kantor
Hyperion Consultant since
2006
Experience with: Essbase,
Planning, FDM, HFM, EA, EAL,
ETL Scripting, Acronym Writing
Based out of West Orange, NJ
I did not bump in to Governor
Christie at the shore

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About the Presenter
Jay Hampton
Partner with Finit Solutions
Hyperion Consultant since 2004
Based out of Cincinnati, OH
No kids + No pets = No picture 

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Essbase Analytics Link – Product Information
Overview
Application Options
Configuration Concepts
Transformation Types
Demo
Why EAL? Typical Use Cases
Q and A
Agenda

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Formerly called “HyperRoll”
Purchased by Oracle in 2009
Not to be confused with Extended Analytics
Extended Analytics
Will extract HFM data to a flat file or relational database tables
Included with HFM
Essbase Analytics Link
Will manage the data integration and application structure of an Essbase
application to report on HFM data
Separate Product and License
EAL Overview

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From Oracle Website:
Oracle Essbase Analytics Link for Hyperion Financial Management facilitates the
real-time or on-demand transfer of financial information from Oracle Hyperion
Financial Management to Oracle Essbase for reporting and analysis.
Essbase Application Creation and Data
Synchronization are built in features of the tool
“Set it and Forget it”
No separate integration piece is needed for HFM data
EAL Overview

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 Pre-requisite: Working HFM
application
 Administered through a snap-in to
the EAS (Essbase Administration
Services) Console
 Generally, this must be run from the
server where EAS is installed
 Note: Not currently web enabled
EAL Overview

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Essbase is generally more restrictive when it
comes to Meta-Data
EAL has three ways to handle this
Automatic Meta-Data creation
[None] in Custom1 (HFM) becomes Custom1.FM_None in
Custom1 (Essbase)
Data Mapping
You can map [None] to anything you want in the Custom1
dimension on the Essbase side
Exclude Dimension (More Later)
EAL Overview

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Configure Essbase Server and Add Application
Configure HFM Server and Add Application
EAL Configuration Concepts

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Configure Bridge

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Two high level options for configuration
Transparent Partition
This option will create an Essbase application that
stores no data coming from HFM
A Transparent Partition is created which will query
HFM data from the EAL data store at query time
Default refresh rate from HFM is every 5 minutes
No “push” or “pull” required
More popular option – “Set it and forget it”
EAL Application Option #1

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Replicated Partition
This option will actually move data to Essbase
Replicated partition is set up to move data to Essbase
All levels of data are moved over
Refresh is on demand
Caveat: You must press a button in EAS. (No
automation is currently available)
Less popular option (because of data refresh delays)
EAL Application Option #2

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Essbase Properties from EAL

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EAL connects HFM to Essbase using a Bridge
Bridges are the main configuration point for EAL
Bridges contain Data Regions
Data Region identifies the subset of data to move
Selectable by POV (Year, Entity, Account, etc.)
Default is to move all data
You can define multiple regions
Most helpful for Replicated partitions
You can refresh a given region at a time- separating regions
by period and entity for example

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Each Bridge will contain a “Target Design Grid”
It defines the relationship between HFM and
Essbase

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Each dimension allows you to configure a
“Transformation Type”
Each Transformation type has different options on
how to transform or otherwise include each HFM
dimension in the Essbase application
Some types support member selection
Some types support mapping
Some types support automatic prefixing

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EAL Transformation Type

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From the Documentation
EAL Transformation Type

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Dimension Creation
Creates the dimension in Essbase automatically with
HFM meta-data
Data can be mapped but does not have to be
Dimension Mapping
Does not create the dimension in Essbase
automatically. It assumes the dimension already exists
Data can be mapped but does not have to be
Supports additional members or hierarchies in the
outline
EAL Transformation Types

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Not in Outline
Will not move the outline to Essbase at all
You choose one HFM member for which to send data
For example: [None] in Custom3 (if it is not used)
New Dimension
Will move data to one Essbase member of a new
dimension
You choose the Essbase member to which to send
data
For example: Version dimension

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Join Dimensions
Joins multiple HFM dimensions into one Essbase
dimension
Mapping is required
Assumes new dimension is created on the Essbase
side

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Break Dimensions
Breaks apart a single HFM dimension into multiple
Essbase dimensions
Mapping is required
Really useful for when you are using one Custom
dimension in HFM for multiple purposes
Currency
Breaks Currency in HFM into two Essbase dimensions
(Currency and Value)
Makes reporting on the Essbase side easier

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For Transparent Partitions there is no “execution”
since it’s a direct synch of data
Replicated Partition involves clicking the button
Executing EAL

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DEMO
Demo

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Can make reporting out of HFM easier
You can “Hide” dimensions, rename custom
dimensions
You can break apart Custom dimensions
Can extend HFM reporting
You can add dynamically calculated members, for
example
Why EAL? Typical Use Cases

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Can reduce load on HFM server
For plain reporting, you can use Essbase, keeping HFM
server resources for consolidation
Licensing Cost
Essbase licenses are less expensive
Cheaper to reach “View” only users via Essbase
Why EAL? Typical Use Cases

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Questions?
Email us for a
copy of the slides or
link to the recording.
Finit Contacts
insights@finitsolutions.com
-> Jason Hampton
jhampton@finitsolutions.com
216.870.3657
-> Jeff Kantor
jkantor@finitsolutions.com
973.271.3409
More EPM Questions?
ask@finitsolutions.com

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