ODTUG Getting Groovy with ePBCS

GETTING GROOVY
WITH
EPBCS
IS GAME CHANGING
Accelytics • In2Hyperion 1
Getting Groovy with ePBCS is Game Changing
Tuesday, September 11, 2018

Accelytics • In2Hyperion Getting Groovy with ePBCS is Game Changing • Tuesday, September 11, 2018 2

KYLE GOODFRIENDVice President at Accelytics / Oracle EPBCS Implementation Specialist
Professional and Personal
• BBA, concentration in Finance
• College professor for 5 years
• Started consulting in 2008
• 100% self taught (technology)
• Created In2Hyperion and the
Essbase Excel Ribbon
• Started the Columbus
Hyperion Customer
Community
(CHCC.In2Hyperion.com)
• Love playing ice hockey, scuba
diving, and rescue dogs
• Have a beautiful wife that I
drive nuts
• Raising a son that is a walking
medical deductible
Planning and Essbase
• Worked with Hyperion since
1997
• Started learning Groovy in
August of 2017
• Worked with the cloud since
2015
• Hold certification in Hyperion
Planning, PBCS, and EPBCS
• Hold specialization in Pre-
Sales, Sales, and Support for
both Planning and Essbase
• Also a Microsoft Certified
Professional
Accelytics • In2Hyperion Slide 3

HOW TO CONTACT KYLE
kyle@in2hyperion.com
www.in2hyperion.com
kgoodfriend@accelytics.com
Accelytics • In2Hyperion
4

Sign up at
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STAYING CONNECTED
IN2HYPERION
Join the LinkedIn In2Hyperion Group
www.linkedin.com/groups/4010770
LINKEDIN GROUP

ABOUT ACCELYTICS
Slide 6

ACCELYTICS
INTRODUCTION
• Founded in 2015
• More than 40 industry experts
• We have a relentless focus on the
success of our clients and team
• Expertise
ABOUT ACCELYTICS
SCM
Financial planning, budgeting,
and forecasting
Supply chain and logistics
management
Sales performance
management
Technology enablement

ACCELYTICS
WHY US
• Expertise in
» Sale Performance Management
» Supply Chain Management
» Financial Planning
• Focus on simplicity and ease of ownership
• Our consultants have dual expertise
» Functional
» Technology
• We maintain
» 100% customer reference ability
» 100% on time project delivery record
» 100% on budget delivery record
» 100% onshore domestic resources
WHY ACCELYTICS

WWW.IN2HYPERION.COM
• Groovy Series
• Knowledge Sharing
• Free Tools / Graphics / Downloads
• Sign Up
Slide 10

11
WEBINAR FORMAT
• Everybody will be on mute
• Demonstrations will be shown
throughout the content
• Use the chat window to ask questions
• Interactive Q/A will also be available at
the end of the webinar

PRESENTATION PROGRESSION
01 GROOVY INTRODUCTION
What is Groovy
02 GROOVY AND PBCS
How does groovy benefit an
implementation
03 PERFORMANCE
Overview of this ground breaking
opportunity
04 PRE-SAVE VALIDATION
Improve your process and help your
users
05
07 THERE IS MORE
The possibilities are truly endless
06 FEATURE DEEP DIVE
Benefits and demonstration of
opportunities
08 WRAPPING UP
Where to go to get help
IS THIS RIGHT FOR YOU
The opportunities are endless

GROOVY INTRODUCTION
Groovy has a lot to offer and the journey starts here
Slide 13

• C level executives are frustrated because they can’t
get immediate feedback on a budget
• P&A managers have to work late to wait on
consolidation and data movement from
» Product model
» Capital expense model
» Workforce planning model
• Planners can’t finish a forecast because they can’t
see the impacts of their changes to the bottom line
• Plans and forecasts are wrong due to data entry
errors
» Volumes are entered without corresponding rates
» Drivers are “fat fingered” or missing
» Employees are changed from hourly to salary but salary
was not entered
» Allocations are entered and don’t equal 100%
YOU FACE CHALLENGES

• A planner changed the union of an employee and could
pull a fully updated P&L
• Your CFO could get a report that at any time of the day
that was a fully consolidated and current P&L
• P&L managers could refresh a report every 5 minutes
and get real time results
• Planners could enter changes and see if the top line net
impact hit the numbers they are trying to hit
• A planner couldn’t allocate expenses until the
allocation was fully allocated
• A planner couldn’t change an employee from hourly to
salary without entering the annual salary
• A planner couldn’t enter default rates outside of a
predefined range managed by SMEs
WHAT IF

ü A planner CAN change the union of an employee and
pull a fully updated P&L
ü Your CFO CAN get a report at any time of the day is a
fully consolidated and current P&L
ü P&L managers CAN refresh a report every 5 minutes
and get real time results
ü Planners CAN enter changes and see if the top line net
impact hit the numbers they are trying to hit
ü A planner CAN be confident that numbers are fully
allocated
ü A planner CAN be sure that all employees have a
calculated salary
ü A planner CAN know that drivers are entered within
acceptable ranges
WELCOME TO THE NEW WORLD

GROOVY AND EPBCS
Who can use it and in what capacity can it be used
Slide 17

FUNCTIONAL OVERVIEW
Proactive User Input Validation
Users are prompted for input frequently for
things like employee, project, capex, and
product properties. This data can be validated
prior to any business logic to ensure consistent
and valid data input.
Proactive Data Validation
User input can be validated and can interrupt
the data form save proactively. For example, if
an employee is not fully allocated, the form will
not save until it is 100%.
Selective Data Synchronization
Data between input and reporting applications
can be near real-time because synchronization is
isolated to only the edited or effected data. It
can now be executed on form save due to
performance improvements.
Selective Business Logic Execution
Users can now see significantly improved
performance on data form input because the
business logic can be isolated to only what has
been changed or effected.
Access to Java Functions
Logic that couldn't be completed, or wasn't
because of performance issues can now be
accessed and executed at lightening
speed. Developers now have access to functions
from the Java API.
Real-Time Consolidated Reporting
Data between applications, like workforce,
capital, and a consolidated P&L can be
synchronized in real-time without timely data
consolidations.

FUNCTIONAL OVERVIEW
Execute Calculation Logic on ASO
Prior to the availability of Groovy, business logic
on ASO was not available. Now, all logic that
exists in BSO databases is available through the
Java API and can be executed directly in ASO.
Advanced Form Traffic Lighting
Simple and extremely complex color coding can
be added to forms on load and on save. The
possibilities are endless and are completely
customizable.
Custom Logging
Developers have complete control over what is
logged for review. User information, POV
selections, timing, and data that has changed,
are just a sample of what can be logged.
Custom User Errors
Custom messages in an infinite number of
languages can be displayed in prompts and
added to cells to communicate changes, rule
violations, and errors.
Interaction with Strategic Modeling
Data movement to and from Strategic
Modeling can be done in real-time on form
save.

• ePBCS and PBCS+1 have access to create
Groovy calculations
• Groovy calculations open up the Java API and
provide a user experience never before
available
• Have access to use groovy to interact with
the user and customize commands sent to
the PBCS
There is currently no expectation that Oracle will make
Groovy Calculations available in future on-premise releases
GROOVY
AVAILABILITY AND
LICENSING
Accelytics •
In2Hyperion
20
Getting Groovy with ePBCS is
Game Changing

PERFORMANCE
IMPROVEMENTS
The speed and agility that Groovy provides in
customizing calculations introduces consolidated real-
time reporting

REAL WORLD USER EXAMPLE (SPEED &
FUNCTIONALITY)
99%IMPROVEMENT 98% 99%
Reporting includes all updates from
detailed modules (product, Capex,
workforce, and similar modules) and
is included in
real time as changes are made
Consolidated Reporting
workforce, and similar modules) at
scheduled intervals
users have to wait to see
consolidated information
Groovy eliminates the need to
consolidate the BSO cube and
copies data directly from the
ASO cube at a consolidated
level
.2 Seconds
Dimensions are consolidated
and copied to the P&L model
82.9 Seconds
Consolidated P&L
Product detailed dimensions
are consolidated and moved
to the P&L model
Groovy selects only the cells
that where edited and copies
only what changed to the
reporting model
1.0 Seconds
All data on the form is
synchronized
14.5 Seconds
Smart Push
Data synchronizes to the
reporting cube for analysis
01
0110
0001
01101
Groovy selects only edited
cells and executes the logic
on only products and periods
that changed
0.3 Seconds
All products on the form are
calculated
26.1 Seconds
Business Logic
Growth rates are entered at
total product breakouts and
allocated to the detailed level
With the inclusion of Groovy
and access to the Java API,
more customization can be
integrated to maximum
performance and achieve real
time consolidated reporting
Submit
Planner Input
User submits updates to the
Gross Proﬁt model at a
detailed product level that
exists at a more granular level
than in the P&L model

workforce, and similar modules) and
is included in
real time as changes are made
Consolidated Reporting
workforce, and similar modules) at
scheduled intervals
users have to wait to see
consolidated information
REAL WORLD PROCESS EXAMPLE (SPEED &
FUNCTIONALITY)
Automated Process
Administrative processes are
executed to run all business
logic and model
synchronizations
The entire data set is
consolidated and moved to
the P&L model
12.0 Seconds
Dimensions are consolidated
and copied to the P&L model
663.6 Seconds
Global Consolidation
Global product consolidations are
often required to catch all changes
and completed during
maintenance windows
99% 99%

PRE-SAVE VALIDATION
Direct users to enter valid and complete data
Slide 24

PRE-SAVE
VALIDATION
• Form of data entry
• Initiates save and calculation
• Data saves
• Business rule runs and
» Deletes or updates the data based on rules
» Informs the user that data violates some predefined
rules and requests it to be fixed
PRIOR TO GROOVY CALCULATIONS

PRE-SAVE
VALIDATION
• Form of data entry
• Initiates save and calculation
• Validations rules are applied
» If no violations exists, the operation continues
▸Data is saved
▸Business rules are executed
» If violations exists
▸The operation is discontinued and no data is saved to the
database
▸Cells are highlighted and tooltips are added to notify the
user what the violation is and how to correct it
▸The form changes are maintained for the user to correct
the issues
WITH GROOVY CALCULATIONS

ARE YOU A CANDIDATE
THAT WILL BENEFIT FROM
GROOVY?
Slide 27

ARE YOU A
CANDIDATE
NEW
IMPLEMENTATIONS
• On-premise implementations that want better
performance
• PBCS implementations that have performance
issues because of
» Large dimensions
» Complex calculations
» Detailed planning input
» Lack of real-time reporting
• Implementations that need more complex user
input validation
• Applications that want proactive data validation
NEW IMPLEMENTATIONS

ARE YOU A
CANDIDATE
EXISTING
IMPLEMENTATIONS
• Have complex models
• Have large dimensions
• Require data input validation
• Require real-time consolidated reporting
EXISTING IMPLEMENTATIONS

QUESTION AND ANSWERS
Slide 30

FEATURE DEEP DIVE
Ready, set, go! Take it all in. This is where things get
really Groovy.
Slide 31

CHANGING
NAMES TO
PROTECT
THE
INNOCENT
• Volume of metadata/data simulates real world
• Directly from Best Buy (by state/region, not
store)
» Store Types
» Products
» Departments
GROOVY
TECH SUPPLIES

Slide 33
TRAFFIC LIGHTING

TRAFFIC
LIGHTING
• Interact with users
• Draw attention to important data
• Indicate possible issues by thresholds
• Show required inputs
• Highlight variances and other critical metrics
BENEFITS

TRAFFIC
LIGHTING
• Set background colors
• Set cell tool tips
• Add validation without throwing errors – act
like warnings
• Add validation and stop form from saving
OPTIONS

TRAFFIC LIGHTING
DEMONSTRATION
• Comparative analysis
• User notification

Slide 37
REAL-TIME CONSOLIDATED REPORTING

REAL-TIME
CONSOLIDATED
REPORTING
Detailed
App
Consolidated
P&L
Detailed
App
Consolidated
P&L
NON GROOVY
• All dimensions need to be
consolidated
• Movement from ASO is not possible
• Movement is batched and scheduled
WITH GROOVY
• NO BSO consolidation is required
• Data can be transferred from ASO
• Movement is executed on form
save

REAL-TIME
CONSOLIDATED
REPORTING
DATA FLOW
PART 1
• Intra-model (GP) data movement
User Enters
Data
Data Saved
to BSO
Business
Logic Runs
Smart Push
to ASO
Consolidated
Data
These objects are all physical artifacts in the Planning application
1. The user submits changes to the data in a data form
2. The data is stored in the BSO database
3. The appropriate business logic is executed on the respective POV
4. A Smart Push is executed to move the updated data to the ASO database
5. The data is available at consolidated levels
* In the sample application, this application includes breakouts that the P&L
cube does not have (Product, Order Method, and Delivery Channel)

REAL-TIME
CONSOLIDATED
REPORTING
DATA FLOW
PART 2
• Inter-model data movement
Virtual forms can be created to simulate a data retrieve and data submission
1. A virtual form is dynamically created on the POV to retrieve data from the
GP ASO database to pull consolidated data at the dimensions that don’t
exist in the P&L database.
2. Virtual forms is dynamically created on the POV to submit data to the P&L
ASO and BSO databases
3. Data from the form in step 1 is copied to the forms in step 2 and submitted
to both P&L cubes
* No consolidation calculations are required
P&L ASO
Database
Consolidated
GP Retrieve
P&L BSO
Database
P&L
Connection
Virtual Artifacts Physical Artifacts

Slide 41
DYNAMIC ESSBASE CALCULATIONS

DYNAMIC
ESSBASE
CALCULATIONS
• Improve performance
• Improve user experience
BENEFITS

EXAMPLE
DYNAMIC
ESSBASE
CALCULATIONS
Legacy Business Rule
• Provides the ability to
pass the POV
(Page/Header) to a
business rule to isolate
what is calculated
• Executes on all rows and
columns regardless of the
state of the data
Groovy Calculation
• Can access the same
POV and can
dynamically change
business logic based on
selections
• Can identify the
changed cells and alter
the business logic based
on results

Slide 44
FILTERED DATA MAPS

FILTERED
DATA
MAPS
• Improve speed of data movements
• Minimize possible thresholds for clearing target
before loading
• Minimize possible thresholds in size of data
• Eliminate need to run in background
• Give user feedback on completion
BENEFITS

REAL TIME REPORTING
DEMONSTRATION
• Improved performance of calculations on large forms
• Real time consolidations of product changes in the P&L

Slide 47
GRID BUILDERS

GRID
BUILDERS
• Move data from ASO to BSO
• Include mappings when pushing data from BSO
to ASO
• security issues with Data Maps/Smart Pushes
also exist
• Perform calculations outside of Essbase
• Performance improvements over Data
Maps/Smart Pushes
• Write directly to ASO (bypass BSO and Essbase
calculations)
BENEFITS

ASO CALCULATION
DEMONSTRATION
• Calculate complex calculations directly in ASO

Slide 50
CUSTOMIZED LOGS

BENEFITS • Completely customizable
» User who executed it
» Execution times
» POV
» Dynamic calculation sent to Essbase
• Unlimited possibilities
CUSTOMIZED LOGS

EXAMPLE Log messages :
****************************************************
Time taken for allocation and consolidation = 0 secs
Total Time = 0.001 secs
****************************************************
data push running for
"v30000400030001","v30000400030002","v30000400060001","v30000401630001","v300004000
80004","v30000400080002","v30000400080001"
****************************************************
Time taken for data push = 2.051 secs
****************************************************
POV:
[FY17, OEP_Forecast, OEP_Working, BILB, Tot_Channel, Total_Material_Group,
Tot_Source, Tot_Vendor, MTD]
ROWS HEADER:
[[Regular_Cases], [Net_Sales], [Cost_of_Sales_without_Samples], [Gallonage_Tax],
[Depletion_Allowance_Manual_Chargeback], [Gain_Loss_Inv_Reval],
[Supplier_Commitments], [Supplier_Spend_Non_Committed], [Samples], [GP_NDF],
[GP_BDF], [GP_Contract_Amortization], [Sample_Adjustment]]
COLUMNS:
[Jan, Jan, Feb, Feb, Mar, Mar, Apr, Apr, May, May, Jun, Jun, Jul, Jul, Aug, Aug,
Sep, Sep, Oct, Oct, Nov, Nov, Dec, Dec]
[Local, USD, Local, USD, Local, USD, Local, USD, Local, USD, Local, USD, Local,
USD, Local, USD, Local, USD, Local, USD, Local, USD, Local, USD]
Total number of cells accepted: 312
Total number of cells rejected: 0
First 100 rejected cells: []
Total number of cells accepted: 312
Total number of cells rejected: 0
First 100 rejected cells: []
****************************************************
Time taken copy to fin = 0.48 secs
****************************************************
CUSTOMIZED LOGS

Slide 53
RUN TIME PROMPTS

RUN TIME
PROMPTS
• Conditional execution
» Confirm long process or processes that clear or
reset data
» Confirm what processes will be executed
• Validate input before RTP use
» Check for special characters
» Verify start and end dates
BENEFITS

RUN TIME PROMPT
DEMONSTRATION
• Calculation confirmation
• Input validation

Slide 56
DATA FORM VALIDATION

DATA
FORM
VALIDATION
• Improve the reliability of the data entered
• Proactively fix errors before they become
problems
• Educate users on the fly
• Stop users from entering any data until it
validates
• Improve validity of budgets
BENEFITS

DATA FORM VALIDATION
DEMONSTRATION
• WFP Data input (ensure correct data is entered to
correspond to the employee selections)
• Gross Profit Spreading (make sure adjustments to
monthly volumes aren’t adjusted outside
predetermined thresholds)
• New Products (improve consistency with data input)

THERE IS MORE
We covered the biggest bang for your buck. The
opportunities to improve applications doesn’t stop
there. When you leave here, take a look at some of the
other things that make the inclusion of Groovy into
PBCS special.
Slide 59

With Groovy, business
logic can be written
and executed, with
results stored in ASO
BUSINESS LOGIC CAN BE EXECUTED IN ASO VIA
GROOVY
BUSINESS LOGIC
Allocation logic can be
processed in Groovy
with the results stored
in ASO
ALLOCATIONS
Data can be loaded to
ASO, but has minimal
calculation logic
ASO LIMITATIONS
Currency exchange
rates can be accessed
and used to calculate
and store USD
equivalents
FX RATES

ACCESS TO
JAVA
FUNCTIONS
• Java functions are available. These can
introduce opportunities to do things never
before available or improve on functions in
Essbase that introduce performance
degradation.
» Math
» Strings
» If/Then logic
» Mapping
» Comparisons

WRAPPING UP
I hope you enjoyed the show, but we aren’t quite done
yet.
Slide 62

WRAPPING
UP
• If you want a personalized demonstration or
discussion, hang on the line or send me an
email (kgoodfriend@accelytics.com)
• We will be having a series of more detailed
webinars around this topic
» Implementation effort and how to be successful
» Success stories
» How to implement these technologies
• If you would like to be added to future
webinars, white papers, and knowledge
sharing, send me an email.
LAST BUT NOT LEAST

ODTUG Getting Groovy with ePBCS

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