This document provides an overview of integrated business analytics and FDMEE scripting. It discusses how enterprise performance management (EPM), business intelligence (BI), and big data (BD) solutions work together to provide answers for improved business performance. It then focuses on FDMEE scripting, covering topics like the FDMEE API, development mode, integration with cloud solutions, and best practices. The presentation is delivered by Tony Scalese of Edgewater Ranzal, an expert in Oracle Hyperion technologies with over 17 years of experience in the field.

1. INTEGRATED BUSINESS ANALYTICS
Getting to the Answers for Improved Business Performance
Cloud Solutions Provider: EPM, BI, and BD Technologies
FDMEE Scripting - Cloud and On-Premises - It
Ain't Groovy, But It's My Bread and Butter
Tony Scalese

2. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Agenda
• About Edgewater Ranzal and Tony Scalese
• FDMEE Scripting Overview
• Key Tenets
• Leading Practices
• FDMEE API
– fdmContext
– API Methods
• Development Mode
• Integration with the Cloud

3. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
A Technology Trio…
Integrated Business Analytics is the convergence of: EPM, BI, and BD solutions.
It provides the answers you need for improved business performance.
Our solutions, whether on-premise, Cloud, or mobile cover:
Enterprise
Performance
Management
(EPM)
Business
Intelligence (BI)
Big Data
(BD)

4. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Tony Scalese
• Integration Director at Edgewater Ranzal
– Team of 18 integration specialists focusing primarily on FDMEE, ODI & DRM
– Team includes former Oracle support and development team members
• More than 17 years in the Oracle Hyperion Suite
– Former administrator of Hyperion Enterprise, Pillar and Upstream Weblink
– Over 10 years of consulting experience
• Content Review Committee Member for KScope
• Certified in various Oracle Hyperion technologies
• Partner closely with Oracle Development and Product Management
• Recently published a second book
– Oracle FDMEE Scripting: Essential Elements
– The Definitive Guide to Oracle FDMEE

5. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
FDMEE Scripting
• What: Functionality that allows you to extend the
capabilities of the application
• Who: Anyone! Limited only by your
skill/experience/creativity
• When: 4 Script Types
– Mapping
– Import
– Event
– Custom
• How: FDMEE API, Jython & SQL
• Why: Because it’s awesome!

6. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Key Tenets
1. Functional Accuracy
– Just because a script runs doesn’t mean it’s right
2. Performance
– Producing the right result is not enough
3. Growth
– I shouldn’t have to maintain scripts for normal business
changes

7. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Jython Basics
• Syntax Requirements
– Indent/Dedent
– Casing
• Object Types
• Methods

8. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Indent & Dedent
• Absolute requirement of Jython
– Denotes a code block
• Primary Code Block
– Import: 1 indent
– Event & Custom: 0 indent
• Must be used consistently
• Tabs vs Spaces – The never ending nerd debate

9. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Casing
• Absolute requirement of Jython
• strName != STRNAME
• Variable names are freeform
– Modified camel is my preference: strVariableName
• Methods & Objects are case sensitive and
dictated by Jython
– True vs true
– .upper() vs .Upper()

10. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Common Object Types
Object Type Definition Example
String Alpha numeric text Kscope17
Integer Whole Number, no decimals 7
Float Real Number, decimals 3.14
List Collection of other objects,
similar to a VBScript array
Kscope11, KScope12, KScope13,
Kscope14, KScope15, KScope16,
KScope17
Dictionary Map, indexed list FDMEE: 11.1.2.4.210, SV: 11.1.2.5

11. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Methods
Method Definition Example
[start:end] –
String Slicing
Returns a substring FDMEE is cool[-4:] = “cool”
upper()
lower()
Converts value to all
UPPER/lower case
fdmee.upper() = “FDMEE”
FDMEE.lower() = “fdmee”
split() Breaks a string into a list
based on a delimiter
Account|Entity|UD1|UD2.split(“|”) =
[Account,Entity,UD1,UD2]
replace() Changes specified value
to replacement value
fdm.replace(“fdm”,”fdmee”) = “fdmee”

12. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Casting
• Casting is the conversion of an object to a specific
object type
• Not all objects can be cast
– Alphabetic string to a number (integer or float)
• Two common methods:
– Class Objects: str(), int(), float()
– Modulo: %s, %i, %f

13. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Casting Example
Object Class Modulo
lngRuleID = fdmContext[“RULEID”]
strSQL = “Select * from tDataSeg n”
strSQL += “Where 1=1 n”
strSQL += “And Rule_ID = “ + str(lngRuleID) + “n”
fdmAPI.logDebug(strSQL)
lngRuleID = fdmContext[“RULEID”]
strSQL = “Select * from tDataSeg n”
strSQL += “Where 1=1 n”
strSQL += “And Rule_ID = %s“ % lngRuleID
fdmAPI.logDebug(strSQL)

14. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Leading Practices
• Employ standards
– Variable names
– Documentation
– Logging
– Scripting Template
• Avoid overuse

15. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Scripting Template Framework
• Global Imports
• Script Specific Imports
• Try, Except
• Performance Tracking
• Logging

16. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
fdmContext
• Hashmap containing values for key FDMEE
elements
– Point of View (POV)
– Integration Components
– Settings
• Populated at execution of an FDMEE process
– Values are specific to current execution
• Known issues with some context values

17. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Commonly Used Context Values
Context Key Information Provided
CATKEY / CATNAME Category key or name
LOCKEY / LOCNAME Location (partition) key or name
PERIODKEY / PERIODNAME Period key or name
RULEID / RULENAME Rule key or name
TARGETAPPNAME / TARGETAPPDB Target application name, target database
name (Essbase & Planning only)
TARGETAPPTYPE Target application type (HFM, Planning, etc)
INBOXDIR / OUTBOXDIR / SCRIPTSDIR Path to inbox, outbox and scripts directories
strLoc = fdmContext[“LOCNAME”]

18. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
FDMEE API Methods
• Retrieval
– Read information from the FDMEE repository / remote
repositories
• Action
– Update information in the FDMEE repository (generally)
• Alerting
– Log (file or DB) or show UI messages

19. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Retrieval Methods - ResultSet
• ResultSet: A collection of record(s)
– executeQuery(strSQL,Params)

20. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Retrieval Methods - HashMap
• HashMap: Key/Value pair similar to dictionary
– getProcessStates(loadID)
– getPeriodDetail(periodkey,AppName)

21. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Retrieval Methods – Other Objects
• getDirInbox(appID)
• getPOVStartPeriod(loadID)
• getPOVEndPeriod(loadID)

22. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Action Methods - DML
• executeDML(strSQL,lstParams,blnCommit)

23. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Action Methods - Logging
Method Logging Level
logFatal 1+
logError 2+
logWarn 3+
logInfo 4+
logDebug 5+
• Logging is critical to well developed scripts
fdmAPI.logDebug(“This is some debugging info”)

24. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Alerting Methods
• showCustomFile(strFilePath)
• showCustomMessage(strMsg)
• showCustomDBLog()
– Works in concert with writeToProcessLogsDB &
getCustomDBLog (optional)

25. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
writeToProcessLogsDB
• writeToProcessLogsDB
– Process ID
– Entity Type
– Entity Name
– Log Sequence
– Log Message

26. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Alerting In Action

27. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Development Mode
• Allows a script to be executed against FDMEE
from an IDE environment
• Executes against actual data without actually
impacting the data
• Useful for development and debugging purposes

28. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Development Mode Setup
• Initialize API
• Connect to FDMEE Database
• Initialize Development Mode (initializeDevMode)
• Initialize FDMEE Context (initContext)
• Close Connection to FDMEE Database
(closeConnection)

29. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Development Mode Example

30. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Development Mode Poll
• Audience Poll
– How many were aware of it before today?
– How many use it?
– How many find it valuable?
– How many will use it after today’s session?

31. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Cloud, Cloud, Everywhere a Cloud

32. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Take a REST
Representational state transfer (REST) or RESTful web services is one way of providing
interoperability between computer systems on the Internet. REST-compliant Web services
allow requesting systems to access and manipulate textual representations of Web
resources using a uniform and predefined set of stateless operations. Other forms of Web
service exist, which expose their own arbitrary sets of operations such as WSDL and SOAP.
"Web resources" were first defined on the World Wide Web as documents or files identified
by their URLs, but today they have a much more generic and abstract definition
encompassing every thing or entity that can be identified, named, addressed or handled, in
any way whatsoever, on the Web. In a RESTful Web service, requests made to a resource's
URI will elicit a response that may be in XML, HTML, JSON or some other defined format.
By making use of a stateless protocol and standard operations, REST systems aim for fast
performance, reliability, and the ability to grow, by re-using components that can be
managed and updated without affecting the system as a whole, even while it is running.

33. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
That’s Groovy Man
Apache Groovy is a powerful, optionally typed and dynamic
language, with static-typing and static compilation
capabilities, for the Java platform aimed at improving
developer productivity thanks to a concise, familiar and
easy to learn syntax. It integrates smoothly with any Java
program, and immediately delivers to your application
powerful features, including scripting capabilities, Domain-
Specific Language authoring, runtime and compile-time
meta-programming and functional programming.

34. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
EPM Automate
• The EPM Automate utility implemented on top of
the REST APIs enables service administrators to
remotely perform tasks within service instances.
It enables service administrators to automate
many repeatable tasks

35. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
FDMEE REST APIs
• Run Data Load Rules
• Run Batch Definition
• Import Data Mapping
• Export Data Mapping
• Execute Report

36. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Helpful Links for REST
• https://docs.oracle.com/cloud/latest/epm-
common/PREST/toc.htm
• http://turrellconsulting.com/blog/?p=733
• http://www.jasonwjones.com/

37. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
#ShamelessPlugs
• Oracle FDMEE Scripting: Essential Elements
– https://www.amazon.com/gp/product/0995656533/
• The Definitive Guide to Oracle FDMEE:
– http://www.amazon.com/Definitive-Guide-Oracle-FDMEE/dp/0992910528/
37

38. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
It won’t be hard to find us at Kscope17!
#ranzalpinwins – Pick-up at pin at booth #301 – Win throughout the week!
5 Conference Sessions
Tuesday, 6/27:
• 9:45am – 10:45am - Back to the Future: Oracle Essbase - Then and Now
• 11:15am- 12:15pm - True Power of Oracle's EPS Unleashed at POET
• 2:00pm- 3:00pm - Ask the Experts - An Informal Panel for the FDMEE Integrations
Wednesday, 6/28:
• 11:15am - 12:15pm - FDMEE Scripting - Cloud and On-Premises - It Ain't Groovy, But It's My Bread and Butter
• 1:45 - 2:45pm - Supplementing the Close Process at UHS

39. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Give us $.02 and we will give you $5
Do you
know your
PCMII?
• Take part in our study to learn how organizations navigate and
manage Profitability & Cost Management (PCM) processes.
• Bring your results email to booth #301 for a $5 Starbuck’s giftcard
• Mobile friendly: www.ranz.al/kscope2017
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40. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Questions