"EPMA for HFM: Living in a Multi-Product World" presented by Edgewater Ranzal at KScope 2015

1. EPMA For HFM
Living in a Multi-Product World
Michael Malandra
Edgewater Ranzal

2. About Us

3. 3
Financial Close &
Consolidations
Business
Intelligence
Enterprise
Planning &
Analytics
Data Integration
Services
Training &
Support Services
Advisory ServicesInfrastructure
Costing &
Profitability
Mgmt
Services
• Hyperion Financial Management
(HFM)
• Financial Data Quality Management
(FDMEE)
• Financial Close Manager (FCM)
• Account Reconciliation Manager
(ARM)
• Hyperion Tax Provisioning (HTP)
• Disclosure Manager (DM)

4. EPMA Overview
Agenda
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

5. According to Oracle:
What is EPM Architect?
“Oracle Hyperion EPM Architect is a feature of Oracle Hyperion
Foundation Services and is integrated with Oracle Hyperion
Financial Management, Oracle Hyperion Planning, Oracle
Essbase, Oracle Hyperion Profitability and Cost Management, and
Oracle Data Relationship Management. Performance
Management Architect enables administrators to manage, create,
and deploy Hyperion applications within one interface.”

6. According to Oracle:
What is EPM Architect?

7. According to Oracle:
What is EPM Architect?

8. EPM Architect is:
A part of the Hyperion Foundation Services
What is EPM Architect?
A tool to help users maintain HFM, Essbase,
Planning, and HPCM applications.

9. Dimension Library
Application Library
Data Synchronization
Library Job Console
Classic to EPMA Conversion
EPMA Modules

10. Dimension Library
EPMA Modules
Application Library

11. Data Synchronization
EPMA Modules
Library Job Console

12. Classic to EPMA
Conversion
EPMA Modules

13. Batch Client
EPMA Utilities
File Generator

14. EPMA Overview
Agenda
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

15. EPMA Decision Tree
Convert
Y/N?
DRM?
Share?

16. Navigate> Administer>
Transform Classic to EPM
Classic to EPMA

17. Classic to EPMA
Step 1

18. Classic to EPMA
Step 2

19. Classic to EPMA
Step 3

20. Classic to EPMA
Step 4

21. Classic to EPMA
Transformation Process

22. All the Dimensions are Local
Dimension Library
DRM?
Yes!

23. EPMA alternative
Local dimensions
Data Relationship Management

24. Move Dimensions from Local to Shared
Sharing Dimensions
DRM?
No
Share?
Yes!

25. Please remember to:
Sharing Dimensions
Backup EPMA
Backup EPMA
Backup EPMA

26. Sharing Dimensions
Order is important
Order Dimension # of Associations
1 Alias None
2 Security Class None
3 Currency 1
4 Custom1…Custom4 2
5 ICP 2
6 Scenario 3
7 Entity 3
8 Account 7
Period, Year, Value, View, and Consolidation Method stay Local

27. Compare Local to Shared
Sharing Example: Alias
Replace or Merge?

28. Right click on Alias
Sharing Example: Alias
Replace or Merge as Shared

29. EPMA will process your selection
Sharing Example: Alias
The Alias Dimensions are identical

30. One last step…
Sharing Example: Alias
Default was not in the original deployment

31. Validate
When deploying the first 10% is validation
The last 90% is the EPMA load to HFM
Deployment

32. EPMA Overview
Agenda
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

33. Let’s revisit our decision tree…
EPMA First
If DRM is being used, keep all dimensions local
If DRM is not being used, determine what
dimensions are shared with other applications
Dimensions in the Shared Library do not have
to be Shared….they can be local

34. EPMA First
Create the Shared Library first!
Why? This will make life much easier…
EPMA will ask to you to choose…
…A blank application or to “Auto Create Local
Dimensions”

35. Create Shared Library
Import *.Ads file into EPMA
Leverage classic metadata with EPMA Generator

36. Create Shared Library
Example *.Ads file

37. Create Shared Library
Create an Import Profile
The Shared Library is the
application

38. Create Shared Library
The import can merge, move, replace, or create
dimensions

39. Create Shared Library
Once the profile is created it can be executed
The Shared Library is created

40. Creating the application
In Dimensions Library
Option 1 – blank application

41. No other steps required
Creating the application
Drag dimensions from the
Shared Library

42. Activate all associations, validate, and deploy
Creating the application
Done!

43. Creating the application
Option 2 – Auto Create Local Dimensions

44. Creating the application
All dimensions are defaulted to Local
Select a Shared Library dimension

45. Dimensions
Either shared or local
Dimension Groupings
Entity, Currency, Security Class
Account, ICP, Custom1…Custom4
Validate and review any errors

46. Activate all associations, validate, and deploy
Creating the application
Done!

47. EPMA Overview
Agenda
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

48. Follow the proper order when sharing dimensions
Tips and Tricks
Don’t split account and entity groupings
Don’t change aliases, periods, years once deployed
Keep all dimensions in the shared library
Remove duplicates
Understand migration options
Add security to dimensions

49. Accounts shared before Customs
Failed Deployment
Entity shared and currency is local

50. Alias change
Failed Deployment
Duplicates

51. Keep all dimensions in the shared library
Shared Library
When creating an application, the
dimensions can be changed to
local

52. Migration options in Shared Services
Migration Options

53. Add security to dimensions
Security

54. EPMA Overview
Agenda
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

55. Questions

56. Edgewater Ranzal
108 Corporate Park Drive, Suite 105
White Plains, NY 10604
Tel (914) 253-6600
Email: info@ranzal.com
Presenter
Michael Malandra, Financial Close and
Consolidations
Email: mmalandra@ranzal.com
45 Beech Street, Suite
109
London EC2Y 8AD
United Kingdom
Tel +44 (0) 2033 717 174
150 North Michigan
Ave.
Suite 2800
Chicago, IL 60601
Tel (312) 624-7738
200 Harvard Mill
Square
Suite 210
Wakefield, MA 01880
Tel (781) 246-3343
Contact Information