Getting the Most out of EPM: Planning/Essbase 11.1.2 Updates

Getting the Most out of EPM:
Hyperion Planning and Essbaseyp g
New Features in 11.1.2
July 22, 2011
Jeff KantorJeff Kantor
jkantor@finitsolutions.com
www.finitsolutions.com

Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of EPM: Planning / Essbase 11.1.2.1
Finit Introduction The Finit Solutions SeriesThe Finit Solutions Series
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Consolidation
– Financial Management (HFM)
Hyperion Enterprise
Planning and Business Intelligence
– Planning
Essbase– Hyperion Enterprise
– Financial Close Management
– Disclosure Management
– Essbase
– Profitability & Cost Management
(HPCM)
Integration
– Financial Data Quality Management
(FDM)
Reporting Tools
– Financial Reporting
– Smartview
( )
– Oracle Data Integrator (ODI)
– Enterprise Performance
Management Architect (EPMA)
– OBIEE
– Web Analysis
– Essbase Excel Add‐in
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– Other (ERPi, EIS, etc)

Finit’s EPM Expertise The Finit Solutions SeriesThe Finit Solutions Series
• Finit consultants bring deep experience in external SEC reporting, tax reporting, and
i t l t l i id f i d t i
p
internal management analysis across a wide range of industries.
• Our backgrounds in accounting and reporting, combined with our product expertise, make
us uniquely qualified to assist and advise clients on developing reporting packages that q y q p g p g p g
provide better insight and analysis for management.
• In addition to strong backgrounds in accounting and finance, the Finit consulting team has
subject matter expertise related to Oracle EPM technical and infrastructure componentssubject matter expertise related to Oracle EPM technical and infrastructure components.
Our ability to know both sides adds value in areas such as environment strategy planning,
product selection, deployment planning and overall infrastructure implementation activities.
• Finit is a member of the Oracle HFM, Planning, FDM and Hyperion Enterprise Customer
Advisory Boards.  In this role, we work directly with product development and quality
engineering teams to address future product enhancements.
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Finit’s Client Service The Finit Solutions SeriesThe Finit Solutions Series
We take client service very seriously and our results areWe take client service very seriously and our results are
unmatched in the industry:
Our client service approach has led to 100% customer
satisfaction for every Finit client (142 and counting) forsatisfaction for every Finit client (142 and counting) for
every project (over 250 and counting).
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Some Finit Clients The Finit Solutions SeriesThe Finit Solutions Series
•
‐ 5 ‐

About the Presenter The Finit Solutions SeriesThe Finit Solutions Series
Jeff Kantor
Hyperion Consultant since 2006
Experience with: Essbase,
Planning, FDM, ETL, Scripting
Based out of West Orange, NJ
2 kids, 1 boy, 1 girl, 1 wife, 2 cars,
1 home, 0 dogs, 0 cats
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How to Ask a Question The Finit Solutions SeriesThe Finit Solutions Series
‐ 7 ‐

Agenda The Finit Solutions SeriesThe Finit Solutions Series
• Note
Thi li f f i di d f
Agenda
– This list of new features is edited for content
– Please see the Hyperion ReadMe documents for the
f ll li t f d t t E b d Pl i i 11 1 2full list of updates to Essbase and Planning in 11.1.2
Link:Link:
http://download.oracle.com/docs/cd/E17236_01/index.htm
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Agenda The Finit Solutions SeriesThe Finit Solutions Series
• Essbase Updates
ASO C b All i
Agenda
– ASO Cube Allocations
• Planning Updates
– Forms Creation Overhaul
– Forms Structure Overhaul
• SmartView
– SmartView Enhancements
– Planning Enhancements
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Essbase Updates The Finit Solutions SeriesThe Finit Solutions Series
• ASO Cube Allocations and Calculations
ASO ll i d l l i ibl h h
Essbase Updates
– ASO allocations and calculations now possible through
MAXL
S ‘ t ll ti ’ d ‘ t l l ti ’– See ‘execute allocation’ and ‘execute calculation’
documentation for detailed information
Heavy use of MDX is required– Heavy use of MDX is required
• Must set POV, Source and Target area in script using MDX
• Allocation and Calculation script must use MDX as well (in aAllocation and Calculation script must use MDX as well (in a
separate file)
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ASO Calculation Example The Finit Solutions SeriesThe Finit Solutions Series
execute calculation on app.db with
local script_file "script.txt"
POV "Crossjoin({[VisionUS]},
ASO Calculation Example
j ({[ ]},
Crossjoin({[101]},
Crossjoin ({[Jan]},
Crossjoin({[Scenario]},
Descendants(Geography Geography Levels(0))))))"Descendants(Geography, Geography.Levels(0))))))
Target "(Allocation)"
DebitMember "[BeginningBalance_Debit]"
CreditMember "[BeginningBalance_Credit]"
Offset "([Account 000] [Project 000])"Offset ([Account_000], [Project_000])
SourceRegion "Crossjoin({[AccountB], [AccountD]},
Crossjoin({[Proj1], [Proj2]}, {[2007]}))" ;
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Example Script.txt
(AccountA,Proj1) := 100;
([AccountB], [Proj1]) := ([AccountB], [Proj1]) * 1.1;
(AccountC Proj1) :=(AccountC,Proj1) :
((AccountB,Proj1,2007) + (AccountB, Proj1)) / 2;
(AccountA,Proj2) :=
((A tD P j1)((AccountD,Proj1) +
(AccountB,Proj2)) / 2;
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• ASO Calculation Drawbacks
C l l i i f i f i l
– Calculations must consist of a series of serial
statements in the following form:
• Tuple := Numeric Value Expression;• Tuple := Numeric Value Expression;
– Conditional Logic is not supported
No loops If statements or multiple Fix statements are– No loops, If statements or multiple Fix statements are
permitted in a single Script
– Must execute via Maxl– Must execute via Maxl
• Not really user facing
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ASO Allocation Example The Finit Solutions SeriesThe Finit Solutions Series
execute allocation on database glrpt.db with
pov "Crossjoin({[VisionUS]}, Crossjoin({[5740]}, Crossjoin({[USD]},
Descendants([Geography],[Geography].Levels(0)))))"
ASO Allocation Example
amount "Jan + Feb"
amountcontext "([100], [Beginning Balance], [Actual], [CostCenter1])"
target "([Allocation], [CostCenter1])"
offset "([Allocation], [CostCenter1], [100], [YearNA])"
d bi b "[ bi ]"debitmember "[Debit]"
creditmember "[Credit]"
range "Crossjoin(Descendants([999], [Department].Levels(0)),
Descendants([Year], [Year].Levels(0)))"
l d d "{[9994] [9995] [9996]}"excludedrange "{[9994], [9995], [9996]}"
basis "([SQFT], [Balance], [Actual], [CostCenter2])"
Share
zeroamountoptions abort
zerobasisoptions abortzerobasisoptions abort
negativebasisoptions zero_value
targettimespanoptions divideamount
round "Currency.CurrentMember.CurrencyPrecision"
errors to location "([101] [Jan])" ;
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errors_to_location ([101], [Jan]) ;

ASO Allocation Drawbacks The Finit Solutions SeriesThe Finit Solutions Series
• ASO Allocation Drawbacks
M E h h M l
ASO Allocation Drawbacks
– Must Execute through Maxl
• Not really user facing
N diti l l i– No conditional logic
– Constrained somewhat by allocation parameters
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Planning Updates: Forms The Finit Solutions SeriesThe Finit Solutions Series
• Form Creation Updates: Layout
N M i b k & f h b POV P
Planning Updates: Forms
– No more: Moving back & forth between POV, Page,
Row and Column screens
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• Form Creation Updates: Member Selection
L f b d ID d ID L 0
– Lots more features beyond IDesc and IDescLev0
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• Form Creation Updates
Addi C l / R
– Adding Columns / Rows
• Makes updating Forms potentially much easier
• No more going back and forth between “Adding Rows”• No more going back and forth between Adding Rows
interface and primary rows interface
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• Validation Rules
Abili V lid D F b f i
– Ability to Validate Data on a Form before saving
– Custom Color Coding
– Applications:
• Percentages (make sure they add up to 100)
D f th Y• Days of the Year
• Data entry ranges
No more:– No more:
• Custom Javascript to enable Data Submission Validation
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• Validation Rules Entry: Layout Screen
S R C l C ll l l
– Set at Row, Column or Cell level
‐ 20 ‐

• Validation Rules Entry: Layout Screen
Fl ibl S
– Flexible Setup
• IF, THEN, ELSE, RANGE, CHECK RANGE
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• Context Menus
Ri h Cli ki i b i
– Right Clicking gives you robust options
– Rows … and Columns
– And Cells!
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• Ad‐Hoc Forms
L d j lik f
– Loads just like a form
– No data validation or multiple row‐column
bi ticombinations
– Governed by Planning security
C b i k d i– Can be a quicker way to generate data entry points
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Planning Updates: forms The Finit Solutions SeriesThe Finit Solutions Series
• Data entry is possible
b l d l l
Planning Updates: forms
• No ability to display aliases
‐ 24 ‐

SmartView Updates The Finit Solutions SeriesThe Finit Solutions Series
• POV: Member Entry
l
SmartView Updates
• Planning: Composite Forms
• Planning: Task Lists
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The Finit Solutions Series
Future Webinars & Contacts

Upcoming Webinars The Finit Solutions SeriesThe Finit Solutions Series
Dates to be Announced
Upcoming Webinars
• Troubleshooting Tips for HFM and FDM
• Troubleshooting Tips for Essbase and Planning
• Introduction to Financial Close Management• Introduction to Financial Close Management
• HFM for the Tax Department
To register, or to view past sessions, go to:
www.finitsolutions.com/Insights_Webcast.html
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Finit Contacts The Finit Solutions SeriesThe Finit Solutions Series
Questions?
insights@finitsolutions.com
Questions? ‐> Jeff Kantor
jkantor@finitsolutions.com
973.271.3409
Email us for a ‐> Ed DeLise
edelise@finitsolutions.com
copy of the slides or
link to the recording
@f
678.296.3611
‐>Joe Mizerk
jmizerk@finitsolutions.com
link to the recording. j @f
919.349.5029
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Getting the Most out of EPM: Planning/Essbase 11.1.2 Updates

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