HFM application performance is a complex function of application design, data volume and quality, user process, and infrastructure design. Chris Barbieri reviews each of these aspects of system performance, explaining the relationship between application design and performance, along with updated application statistics to answer the question “what’s normal?” More than just statistics, Chris describes how HFM behaves according to variations in design.
This document provides an overview of the key dimensions and concepts in Hyperion Financial Management (HFM), including:
1. The 12 standard dimensions in HFM for organizing accounting data such as Account, Entity, Value, Scenario, and Custom Dimensions.
2. Descriptions of how each dimension works including the different account types, time balance behaviors, consolidation rules, and currency translation methods.
3. Explanations of intercompany processing dimensions and concepts like ICP accounts, elimination, and partner security.
The document discusses Oracle's FDMEE (FDM Enterprise Edition), which replaced the classic FDM and ERPi data integration tools in Oracle EPM version 11.1.2.3. FDMEE can integrate data from various sources like ERP systems, databases, and files into EPM applications like Oracle Hyperion Planning. It has the functions of both classic FDM and ERPi and uses the Oracle Data Integrator engine. The document then provides a tutorial on using FDMEE to load data from a text file into an Oracle Hyperion Planning application in three parts - concepts, configuration and definition, and execution.
Finit solutions getting the most out of hfm - intercompany matching and eli...finitsolutions
If you are using HFM for consolidations, then you already know that it is a powerful and complex tool that can vastly improve the analysis and reporting capabilities in your monthly consolidation process. However, one element of HFM that companies often do not use to its full potential is the intercompany matching and elimination functionality. In many cases, companies simply have not had the opportunity to develop a full understanding of all the intercompany features, and have therefore opted not to use them.
In this webinar, you will learn about the metadata and security features that can enable you to take full advantage of HFM’s intercompany matching and elimination functionality. We will discuss how the intercompany dimension, the value dimension, and the account and entity dimensions interact to perform intercompany matching and eliminations at the appropriate levels within your entity structures. You will learn how to analyze intercompany eliminations using data grids, BI+ Financial Reporting, and system intercompany matching reports.
By fully utilizing HFM’s intercompany features, you will not only make your consolidation process much more efficient, but will also provide valuable, detailed intercompany information to both end-users and management. The availability of that intercompany detail can drive critical management decisions and can greatly increase the value of your HFM applications within your organization.
HFM Business Rule Writing Tips and TechniquesAlithya
Hyperion Financial Management (HFM) rules allow users to move data within the system and provide functionality like NoInput, Input, and ICT intersections. Effective rules writing requires understanding which dimensions can be specified on each side of the equation and controlling intersections. It is important to avoid pushing unnecessary zeros to the database, as this negatively impacts performance. Debugging techniques include adding comments, using meaningful variable names, and writing values to external text files.
This document provides an overview of the tables used in the Hyperion Financial Management (HFM) system. It describes the different types of tables including dimension member tables, dimension hierarchy tables, data tables, journal tables, and audit tables. It explains how dimensions are coded in the data tables and how to unpack the dimension fields to retrieve member information.
The document provides information about creating consolidation and elimination rules in HFM Calc Manager. It describes the default consolidation calculation process and functions like PCon and Con that are used to calculate the proportion and elimination members. It explains that custom rules can override the default process. A standard consolidation template is presented that can be used as a starting point, which uses PCon to get the consolidation percentage and Con to calculate proportions and eliminations.
US-Analytics is an industry leading professional services firm focused on helping clients establish and maintain long term BI and EPM applications. For over a decade, leading companies have trusted US-Analytics to solve complex business problems, drive excellence, and deliver agility. HFM Extended Analytics writes data directly from HFM to a relational database in a flexible star schema format for analysis and transformation. This allows exporting data not available in the standard <Entity Currency> and is integrated with the standard Data Export functionality in recent versions of HFM.
This document provides an overview of the key dimensions and concepts in Hyperion Financial Management (HFM), including:
1. The 12 standard dimensions in HFM for organizing accounting data such as Account, Entity, Value, Scenario, and Custom Dimensions.
2. Descriptions of how each dimension works including the different account types, time balance behaviors, consolidation rules, and currency translation methods.
3. Explanations of intercompany processing dimensions and concepts like ICP accounts, elimination, and partner security.
The document discusses Oracle's FDMEE (FDM Enterprise Edition), which replaced the classic FDM and ERPi data integration tools in Oracle EPM version 11.1.2.3. FDMEE can integrate data from various sources like ERP systems, databases, and files into EPM applications like Oracle Hyperion Planning. It has the functions of both classic FDM and ERPi and uses the Oracle Data Integrator engine. The document then provides a tutorial on using FDMEE to load data from a text file into an Oracle Hyperion Planning application in three parts - concepts, configuration and definition, and execution.
Finit solutions getting the most out of hfm - intercompany matching and eli...finitsolutions
If you are using HFM for consolidations, then you already know that it is a powerful and complex tool that can vastly improve the analysis and reporting capabilities in your monthly consolidation process. However, one element of HFM that companies often do not use to its full potential is the intercompany matching and elimination functionality. In many cases, companies simply have not had the opportunity to develop a full understanding of all the intercompany features, and have therefore opted not to use them.
In this webinar, you will learn about the metadata and security features that can enable you to take full advantage of HFM’s intercompany matching and elimination functionality. We will discuss how the intercompany dimension, the value dimension, and the account and entity dimensions interact to perform intercompany matching and eliminations at the appropriate levels within your entity structures. You will learn how to analyze intercompany eliminations using data grids, BI+ Financial Reporting, and system intercompany matching reports.
By fully utilizing HFM’s intercompany features, you will not only make your consolidation process much more efficient, but will also provide valuable, detailed intercompany information to both end-users and management. The availability of that intercompany detail can drive critical management decisions and can greatly increase the value of your HFM applications within your organization.
HFM Business Rule Writing Tips and TechniquesAlithya
Hyperion Financial Management (HFM) rules allow users to move data within the system and provide functionality like NoInput, Input, and ICT intersections. Effective rules writing requires understanding which dimensions can be specified on each side of the equation and controlling intersections. It is important to avoid pushing unnecessary zeros to the database, as this negatively impacts performance. Debugging techniques include adding comments, using meaningful variable names, and writing values to external text files.
This document provides an overview of the tables used in the Hyperion Financial Management (HFM) system. It describes the different types of tables including dimension member tables, dimension hierarchy tables, data tables, journal tables, and audit tables. It explains how dimensions are coded in the data tables and how to unpack the dimension fields to retrieve member information.
The document provides information about creating consolidation and elimination rules in HFM Calc Manager. It describes the default consolidation calculation process and functions like PCon and Con that are used to calculate the proportion and elimination members. It explains that custom rules can override the default process. A standard consolidation template is presented that can be used as a starting point, which uses PCon to get the consolidation percentage and Con to calculate proportions and eliminations.
US-Analytics is an industry leading professional services firm focused on helping clients establish and maintain long term BI and EPM applications. For over a decade, leading companies have trusted US-Analytics to solve complex business problems, drive excellence, and deliver agility. HFM Extended Analytics writes data directly from HFM to a relational database in a flexible star schema format for analysis and transformation. This allows exporting data not available in the standard <Entity Currency> and is integrated with the standard Data Export functionality in recent versions of HFM.
Hyperion Financial Management (HFM) is a web-based application that provides global financial consolidation, reporting, and analysis capabilities. It automates complex processes like intercompany eliminations, currency translation, and compliance with accounting standards. HFM streamlines financial close, improves reporting accuracy and transparency, and enables strategic analysis by providing a single version of the truth across the organization.
What would happen if i did...in hfm (part 2)Alithya
This document discusses potential issues that could occur when making changes in Hyperion Financial Management (HFM). It finds that deleting historical data is problematic due to impacts on calculations, reports, and retained earnings. Making a base entity a parent entity wipes out underlying data during consolidation. Loading new metadata while consolidating significantly increases task times. Adding a new custom dimension requires a patch, editing the application profile and metadata, updating the application, and ensuring new data integration processes populate the new dimension.
Hyperion Financial Management is a financial consolidation and reporting application that allows financial managers to rapidly close and report financial results. It provides the ability to consolidate financial data from diverse locations and multiple general ledgers, perform multi-currency conversions, and streamline data collection processes. Financial consolidation involves merging the financial statements of a parent company and its subsidiaries to assess the overall health of the entire group. Hyperion Financial Management includes features like data validation, currency translation, automatic eliminations, and reporting tools to facilitate the financial consolidation process.
This document discusses designing a simplified cash flow statement in HFM. It explains that cash flow accounts prefixed with "CF" will be used to calculate cash flow as the change in the associated balance sheet account. Rules will run in entity currency and adjustments to translate cash flows at the average rate and capture reclasses. Beginning and ending cash accounts can be populated dynamically to validate the calculated cash flow matches the change in the cash balance.
Beginning Calculation Manager for Essbase and Hyperion Planning Alithya
This presentation will introduce the attendee to Calculation Manager. Calculation Manager is the new tool to create business rules and business rule sets to run against Hyperion Planning and Oracle Essbase. By attending the presentation, the attendee will learn about differences between Calculation Manager and Hyperion Business Rules, as well as see a live demo of the tool to develop and deploy business rules to a Hyperion Planning application.
Hyperion is an EPM system that includes applications for planning, consolidation, reporting, dashboards, and analysis. It allows organizations to analyze large amounts of information to support decision making. HFM is Hyperion's financial consolidation and reporting tool. It uses a dimensional data model to consolidate financial data from multiple sources and provide reporting and analysis. Key features include a closed approval process, data validation, currency translation, and automatic eliminations for intercompany transactions.
This document discusses design considerations for balance sheet and cash flow reporting in Hyperion Financial Management (HFM). It recommends using an alternate account hierarchy to provide granularity for balance sheet analysis. A custom "Balance Flows" dimension is proposed to track opening, closing, and movement balances as well as currency translation adjustments. Custom translation rules and calculate rules would support the model by handling translations and calculations. The benefits of this model include more efficient financial closes, improved auditability, and reduced errors.
This document discusses zero view settings for scenarios in Hyperion Financial Management. It explains that if the zero view is set to YTD and consolidateYTD is enabled, the YTD and periodic views will be consolidated. Similarly, if the zero view is set to periodic, the YTD and periodic views will be shown. It then provides examples where consolidateYTD is enabled for the Actual_YTD and Actual_Periodic scenarios.
Hyperion EPM APIs - Added value from HFM, Workspace, FDM, Smartview, and Shar...Charles Beyer
Application Programming Interfaces allow developers to leverage existing program code in an effort to build additional functionality, automate processes or present existing functionality in a different format. APIs exist for many of Hyperion products; however, clear examples of how to use them are not always easy to find nor are applications for the API readily available. Proper application of the APIs for HFM, Workspace, FDM, Smartview and Shared Services can simplify the daily routines of end users and administrators.
This session will provide a high level overview of how each of the APIs work. Additionally, real-world examples for each API will be provided. Fully working code will be available for download from the ODTUG 12 site which attendees can use in their own environments.
Where Did That Come From? Techniques for Debugging HFMfinitsolutions
Fellow HFM administrators, power users, and anyone else who has had to fix an HFM rule: have you ever wished you could see, understand, and fix what is going on? Have you ever asked yourself:
Where did that error come from?
Why is this number multiplied 12 times?
Is the override number coming from Sub Calculate or Sub Translate?
Does this condition even do anything?
This calculation is incorrectly running on Revenue accounts.
The calculation is correct but I'm not getting any results...
Oracle Ace Chris Barbieri shares multiple techniques for setting up classic vbscript rules to capture debugging information and how to correct these common problems.
Presenter: Chris Barbieri
This document provides examples of using import and mapping scripts in Oracle Hyperion Financial Data Quality Management. There are four examples that demonstrate different ways to apply import and mapping scripts, including using string expressions to extract data from import files, conditional expressions to convert credit and debit columns into a single amount column, and using the "IGNORE" expression to skip rows with negative amounts in a mapping script. The examples are intended to illustrate the flexibility of using Jython scripts to customize data import and mapping tasks.
HFM API Deep Dive – Making a Better Financial Management ClientCharles Beyer
While the Financial Management Client program that ships with HFM provides key functionality is quite reliable, there are many areas where it could be improved. Fortunately for us, the Financial Management Client is a great example of a program that implements the HFM COM API as many of the program’s features are directly attributable to API functions. Due to this fact, we can focus on adding value without having to completely reinvent the wheel.
This session, which builds off of a previous API presentation, will further walk you through a complete program build utilizing HFM COM API functionality and Microsoft Visual Studio .NET. Fully working code will be provided as well for viewers.
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
Finit solutions getting the most out of hfm process management and phased sub...finitsolutions
This document discusses process management functionality in Oracle Hyperion Financial Management (HFM), including validation accounts, entity hierarchies, and viewing review level status. It also covers phased submissions, which allow financial data to be submitted in phases rather than all at once at the end of the close period. The presentation provides an overview and demo of process management and phased submissions in HFM.
Hyperion financial management: Application design for performanceAlithya
This document summarizes key factors that impact performance in Hyperion Financial Management (HFM) applications. It discusses how the volume and design of metadata, data, rules, and environment can affect single-user and consolidation performance. Specific recommendations are provided around dimensions, data density, memory sizing, and rule optimization. Benchmark testing results from various HFM applications are also presented.
Hyperion Financial Management (HFM) is a web-based application that provides global financial consolidation, reporting, and analysis capabilities. It automates complex processes like intercompany eliminations, currency translation, and compliance with accounting standards. HFM streamlines financial close, improves reporting accuracy and transparency, and enables strategic analysis by providing a single version of the truth across the organization.
What would happen if i did...in hfm (part 2)Alithya
This document discusses potential issues that could occur when making changes in Hyperion Financial Management (HFM). It finds that deleting historical data is problematic due to impacts on calculations, reports, and retained earnings. Making a base entity a parent entity wipes out underlying data during consolidation. Loading new metadata while consolidating significantly increases task times. Adding a new custom dimension requires a patch, editing the application profile and metadata, updating the application, and ensuring new data integration processes populate the new dimension.
Hyperion Financial Management is a financial consolidation and reporting application that allows financial managers to rapidly close and report financial results. It provides the ability to consolidate financial data from diverse locations and multiple general ledgers, perform multi-currency conversions, and streamline data collection processes. Financial consolidation involves merging the financial statements of a parent company and its subsidiaries to assess the overall health of the entire group. Hyperion Financial Management includes features like data validation, currency translation, automatic eliminations, and reporting tools to facilitate the financial consolidation process.
This document discusses designing a simplified cash flow statement in HFM. It explains that cash flow accounts prefixed with "CF" will be used to calculate cash flow as the change in the associated balance sheet account. Rules will run in entity currency and adjustments to translate cash flows at the average rate and capture reclasses. Beginning and ending cash accounts can be populated dynamically to validate the calculated cash flow matches the change in the cash balance.
Beginning Calculation Manager for Essbase and Hyperion Planning Alithya
This presentation will introduce the attendee to Calculation Manager. Calculation Manager is the new tool to create business rules and business rule sets to run against Hyperion Planning and Oracle Essbase. By attending the presentation, the attendee will learn about differences between Calculation Manager and Hyperion Business Rules, as well as see a live demo of the tool to develop and deploy business rules to a Hyperion Planning application.
Hyperion is an EPM system that includes applications for planning, consolidation, reporting, dashboards, and analysis. It allows organizations to analyze large amounts of information to support decision making. HFM is Hyperion's financial consolidation and reporting tool. It uses a dimensional data model to consolidate financial data from multiple sources and provide reporting and analysis. Key features include a closed approval process, data validation, currency translation, and automatic eliminations for intercompany transactions.
This document discusses design considerations for balance sheet and cash flow reporting in Hyperion Financial Management (HFM). It recommends using an alternate account hierarchy to provide granularity for balance sheet analysis. A custom "Balance Flows" dimension is proposed to track opening, closing, and movement balances as well as currency translation adjustments. Custom translation rules and calculate rules would support the model by handling translations and calculations. The benefits of this model include more efficient financial closes, improved auditability, and reduced errors.
This document discusses zero view settings for scenarios in Hyperion Financial Management. It explains that if the zero view is set to YTD and consolidateYTD is enabled, the YTD and periodic views will be consolidated. Similarly, if the zero view is set to periodic, the YTD and periodic views will be shown. It then provides examples where consolidateYTD is enabled for the Actual_YTD and Actual_Periodic scenarios.
Hyperion EPM APIs - Added value from HFM, Workspace, FDM, Smartview, and Shar...Charles Beyer
Application Programming Interfaces allow developers to leverage existing program code in an effort to build additional functionality, automate processes or present existing functionality in a different format. APIs exist for many of Hyperion products; however, clear examples of how to use them are not always easy to find nor are applications for the API readily available. Proper application of the APIs for HFM, Workspace, FDM, Smartview and Shared Services can simplify the daily routines of end users and administrators.
This session will provide a high level overview of how each of the APIs work. Additionally, real-world examples for each API will be provided. Fully working code will be available for download from the ODTUG 12 site which attendees can use in their own environments.
Where Did That Come From? Techniques for Debugging HFMfinitsolutions
Fellow HFM administrators, power users, and anyone else who has had to fix an HFM rule: have you ever wished you could see, understand, and fix what is going on? Have you ever asked yourself:
Where did that error come from?
Why is this number multiplied 12 times?
Is the override number coming from Sub Calculate or Sub Translate?
Does this condition even do anything?
This calculation is incorrectly running on Revenue accounts.
The calculation is correct but I'm not getting any results...
Oracle Ace Chris Barbieri shares multiple techniques for setting up classic vbscript rules to capture debugging information and how to correct these common problems.
Presenter: Chris Barbieri
This document provides examples of using import and mapping scripts in Oracle Hyperion Financial Data Quality Management. There are four examples that demonstrate different ways to apply import and mapping scripts, including using string expressions to extract data from import files, conditional expressions to convert credit and debit columns into a single amount column, and using the "IGNORE" expression to skip rows with negative amounts in a mapping script. The examples are intended to illustrate the flexibility of using Jython scripts to customize data import and mapping tasks.
HFM API Deep Dive – Making a Better Financial Management ClientCharles Beyer
While the Financial Management Client program that ships with HFM provides key functionality is quite reliable, there are many areas where it could be improved. Fortunately for us, the Financial Management Client is a great example of a program that implements the HFM COM API as many of the program’s features are directly attributable to API functions. Due to this fact, we can focus on adding value without having to completely reinvent the wheel.
This session, which builds off of a previous API presentation, will further walk you through a complete program build utilizing HFM COM API functionality and Microsoft Visual Studio .NET. Fully working code will be provided as well for viewers.
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
Finit solutions getting the most out of hfm process management and phased sub...finitsolutions
This document discusses process management functionality in Oracle Hyperion Financial Management (HFM), including validation accounts, entity hierarchies, and viewing review level status. It also covers phased submissions, which allow financial data to be submitted in phases rather than all at once at the end of the close period. The presentation provides an overview and demo of process management and phased submissions in HFM.
Hyperion financial management: Application design for performanceAlithya
This document summarizes key factors that impact performance in Hyperion Financial Management (HFM) applications. It discusses how the volume and design of metadata, data, rules, and environment can affect single-user and consolidation performance. Specific recommendations are provided around dimensions, data density, memory sizing, and rule optimization. Benchmark testing results from various HFM applications are also presented.
Mastering Oracle® Hyperion EPM Metadata in a distributed organizationOrchestra Networks
In this case study from Kscope14, hear how The United Technologies Corporation, a globally distributed, Fortune 500 company manages their Oracle Hyperion EPM metadata using Orchestra Networks’ cost-effective, DRM alternative: MDM for Oracle Hyperion EPM. The session covered practical issues: data exchange with HFM, governance, workflow. Also discussed, how other alternatives compare and their key differences.
Hyperion Financial Management Application Design for PerformanceAlithya
This document provides a summary of Chris Barbieri's background and expertise in Hyperion Financial Management (HFM) performance tuning. It discusses key factors that impact HFM performance, including metadata design, data volume and content, and rules. Specific recommendations are provided around optimizing dimensions, accounts, data density, and rule execution. The document aims to help users understand how to best structure their HFM application for optimal performance.
This document provides information about an advanced training session on calculation manager for Hyperion Financial Management (HFM). It discusses various advanced topics in calculation rules for HFM including sub translate, sub dynamic, sub noinput, sub consolidate functions, troubleshooting with logging and timers. It also covers translating accounts at different rates, calculating rate differences, forcing a rate of 1, writing to other entities, changing other entity calc status, copying to other scenarios, consolidating data ranges, using the HS.Con function, testing user defined fields, dynamic functions, noinput functions, and debugging rules using write to file.
Utilizing HFM to Handle the Requirements of IFRSAlithya
Ranzal Practice Director and Oracle ACE, Peter Fugere guides attendees through best practices on building HFM applications to consider the impact of IFRS. HFM has been used for years to do multi-GAAP reporting, so IFRS is not completely uncharted waters. Many companies in Europe and Canada have already moved, and their experience provides guidance for companies in North America. HFM has specific functionality that makes the IFRS transition easier and for North America, moving now may minimize costs later associated with statutory reporting and historical data collection.
Right Tool for the Right Job: How to Maximize the ROI of Oracle’s Enterprise ...Alithya
The document discusses tools within Oracle's Enterprise Planning Suite for strategic and operational planning. It compares the Hyperion Strategic Finance (HSF) and Planning/Essbase tools, noting key differences in their intended uses and audiences. HSF is purpose-built for strategic planning by executives, with full-financial statement modeling and flexibility for end-users to modify forecasts without IT. Planning/Essbase is better for operational planning by managers across an organization, providing more detailed and department-level data. Both can be used together by leveraging their respective strengths.
The document summarizes changes made in the latest revisions of two NASA policy documents: NPR 7120.5 Rev E regarding space flight programs and projects, and NPR 7120.7 regarding IT and infrastructure. For NPR 7120.5 Rev E, key changes included streamlining requirements, establishing clear objectives for project reviews, and empowering project managers. Major topics of change in the latest revision included applicability, tailoring, compliance matrices, and project formulation agreements. The document provides an overview of the objectives and history of revisions to both policy documents.
Oracle EPM Project Financial Planning (PFP) – A First LookAlithya
Take a first look at Oracle’s new Project Financial Planning (PFP) module. Learn about out of the box features and key concepts. Ranzal Practice Manager, Randy Schmitz, and Principal Architect, Darren Garrett share their real world PFP implementation experience by covering key design concepts to be considered for organizations considering a new implementation.
Sustainable Operations through Better Asset Lifecycle ManagementARC Advisory Group
This document discusses how asset lifecycle management (ALM) strategies can help organizations achieve sustainability goals. It defines sustainability from environmental, business, and holistic perspectives. A sustainable manufacturing operation has the right assets, practices, and programs to optimize performance across the asset lifecycle. ALM excellence in design, operation, and maintenance leads to optimal overall performance. The document recommends considering ALM as the foundation for sustainability programs and learning more about effective ALM strategies through ARC Advisory Group's research.
Sustainable Operations through Better Asset Lifecycle ManagementARC Advisory Group
This document discusses how asset lifecycle management (ALM) strategies can help organizations achieve sustainability goals. It defines sustainability from environmental, business, and holistic perspectives. A sustainable manufacturing operation has the right assets, practices, and programs to optimize performance across the asset lifecycle. ALM excellence in design, operation, and maintenance maximizes asset performance. The document recommends considering ALM as the foundation for sustainability programs and learning more about effective ALM strategies through ARC Advisory Group's research.
The document discusses a capital adequacy stress test report from Trepp that found 12.7% of total banks tested do not meet regulatory thresholds. It then promotes Trepp's T-CAST tool, which provides a practical solution for responding to regulator stress testing and internal risk management by allowing banks to assess readiness, perform scenario analyses, and see the impact on earnings, assets and capital. T-CAST offers customizable scenarios, report-ready outputs, and integrated analysis from a trusted provider of financial services information and analytics.
FDM & ERPi with Essbase - Streamlining Data Integration and Challenging Dogma Alithya
For more than a decade Essbase has provided a number of techniques to import data. As FDM and ERPi continue to become an integral component of the EPM suite, more and more people question - do we need FDM? Ranzal Practice Manager and Oracle ACE, Tony Scalese, explores the key benefits that FDM offers for Essbase including dynamic calc script execution, an end user controlled data integration process, detailed audit trails, and lights out automation. ERPi further enhances the value add with drill through to the transactions within the source system.
Introduction to Agile and Scrum (Montana Programmers Meetup Jan 2012).pptxDesigned Culture
The document summarizes an agenda for the Montana Programmers Meetup on January 24th, 2012. It includes presentations on software agility by Dean Leffingwell, agile principles and frameworks, scaling agility, and applying agile outside of software development. There will also be discussions on agile methodologies like Scrum, XP, and Kanban, as well as roles, ceremonies, artifacts, and practices for implementing Scrum on projects. The meetup aims to help programmers learn about and discuss adopting agile approaches.
The document discusses prioritizing features for product development. It provides an overview of feature prioritization processes, including scope maps and road maps. Scope maps provide a high-level overview of system functionality and categories of requirements, while road maps show a phased strategic implementation plan. The document also presents examples of scope maps and road maps. It then discusses using a feature scoring model to objectively evaluate and rank features.
How can you keep the customer inputs flowing, the teams running and still kno...AgileSparks
How can you keep the customer inputs flowing, the teams running and still know where you stand?
By Naama Gafni Lifshitz @ AgileIL12
http://agilesparks.com/CustomerFlowing-NaamaGafniLifshitz
Oracle Business Intelligence (OBIEE) from an Essbase PerspectiveAlithya
Look at OBIEE from an Essbase perspective. As EPM, Hyperion, and Essbase move toward the Oracle BI Reporting and Analytical platform, gain insight into detailed information and guidance on working with Essbase in the OBIEE world. Topics to be covered include: repository and presentation design, security and tuning considerations, EPM integration, and mobile access.
Similar to HFM Application Design for Performance (11)
Leading Practices in Multi-Pillar Oracle Cloud ImplementationsAlithya
The document outlines an agenda for a presentation on leading practices in multi-pillar Oracle Cloud implementations. The agenda includes introductions, an Oracle Cloud introduction, typical paths to moving applications to the cloud, customer stories, and Alithya's methodology for multi-pillar Oracle Cloud implementations. It also discusses integrations, conversions, reporting, and master data management.
Why and How to Implement Operation Transfer Pricing (OTP) with Oracle EPM Cloud Alithya
MUFG implemented an operational transfer pricing (OTP) solution using Oracle Cloud EPM to address challenges with their legacy system. Key pain points with the old system included time-consuming and error-prone data input, limited calculation and modeling capabilities, and manual reporting. The new Cloud EPM solution provides automated, self-service processing and analysis to improve efficiency, accuracy and transparency of MUFG's OTP process.
How to Deploy & Integrate Oracle EPM Cloud Profitability and Cost Management ...Alithya
Oracle EPM Cloud Profitability and Cost Management (PCM) enables detailed cost and revenue allocations to provide accurate profitability reporting at various levels. PCM can be deployed as a sub-ledger to the general ledger to facilitate strategic profit and loss reporting, management decision making, and organizational behavior changes. Two-way integration between PCM and the general ledger ensures allocation details from PCM balance with general ledger accounts.
Workforce Plus: Tips and Tricks to Give Workforce an Extra Kick! Alithya
This document provides tips and tricks for configuring the Oracle Workforce module. It discusses dimensionality considerations when building a workforce application and outlines the different planning granularity options. It also covers scenario handling, compensation calculations including base salary, additional earnings, benefits and taxes. Configuration of components, options, and tiers is explained. Custom dimensions, calculations, and expense logic are discussed. Effective use of out-of-the-box functionality versus custom configurations is recommended.
How to Allocate Your Close Time More EffectivelyAlithya
This document summarizes a presentation on how to more effectively allocate time during the financial close process. It discusses typical close timelines, tracking close progress, and opportunities to improve the process. The presentation covers how allocations can impact the close cycle and provides use cases from insurance, financial services, and manufacturing industries. It suggests starting the improvement process by considering reporting needs and complexity, then offers tips like leveraging automation and master data relationships.
Viasat Launches to the Cloud with Oracle Enterprise Data Management Alithya
The document discusses Viasat's implementation of Oracle Enterprise Data Management Cloud Services to improve its master data management processes. Previously, Viasat had a manual process for metadata changes that could take days or months to complete. With EDMCS, Viasat now has a single tool for managing master data across Oracle E-Business Suite, Hyperion Planning, and Workday. Key benefits include improved data governance, reduced change time, and better integration between systems. Alithya helped design and advise on the implementation during 2020-2021.
How Do I Love Cash Flow? Let Me Count the Ways… Alithya
This document discusses best practices for configuring and implementing a cash flow statement framework in Oracle Hyperion Financial Management (HFM). It provides an overview of key concepts like dimension configuration, data loading and mapping, calculations, and reporting. The presentation covers the indirect cash flow method and how the framework facilitates translation and eliminations at low levels.
Legg Mason’s Enterprise, Profit Driven Quest with Oracle EPM CloudAlithya
This presentation was given at Oracle Modern Business Experience, on 3/21/2019 by Wil Adkins, Managing Director FP&A, Legg Mason and Mike Killeen, SVP, Technology & Strategy, Alithya
Supply Chain Advisory and MMIS System Oracle ImplementationAlithya
Many healthcare systems are experiencing rising operation costs and expenses due to operational inefficiencies, making it more challenging — and expensive — to provide quality patient care and engagements.
In this workshop, learn how to establish clear opportunities to optimize your labor, processes, procedures, technology, and inventory costs and a vision to integrate and optimize your current technology investments.
Become an organization that reinvents itself to accelerate efficiencies and cost reduction strategies using digital transformation to provide integrated systems and solutions for an immediate impact.
Digital Transformation in Healthcare: Journey to Oracle Cloud for Integrated,...Alithya
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
In this session, attendees learn:
• Establishing the foundation in the chart of accounts. Visualize how the right COA design can provide actionable analytics.
• Gain an understanding of how financials can directly connect with an EPM-focused solution like Planning to reduce manual processes and increase the efficiency of financial operations teams, therefore, assisting in bringing about real cost transparency to your organization.
• Finally, see how a Human Capital Management (HCM) and Payroll solution integrates seamlessly with the Planning process to provide better visibility into and reporting capabilities on the organization’s employees.
Join us as we embark on the Oracle Cloud digital transformation journey in pursuit of improving healthcare outcomes and bending the cost curve.
nter-pod Revolutions: Connected Enterprise Solution in Oracle EPM Cloud Alithya
The session will discuss a library of solutions implemented at clients for transferring between applications in separate pods. Each configuration has its own merits and use case. The four main categories that will be discussed are -
1. Trickle Feed - uses a combination of inter-pod REST API connection, data management load rule, groovy scripting and scheduled EPM Automate job on a jump server to pick-up the files from source and push to target.
2. Focused On-save Push - pushes an intersection from source to target using inter-pod REST API connection, data management load rule and groovy scripting.
3. Scheduled Push- uses a combination of windows or Linux job, inter-pod REST API connection, groovy scripting, data management load rule and EPM Automate commands to extract and push data en masse from source to target.
4. Json Extract and Load - uses a combination of groovy scripting and inter-pod REST API connection to extract and push an intersection on-save.
The audience will walk-away with learnings and understanding of inter-pod configurations, mainly for EPM Cloud planning applications. Snippets of code will form the "gold dust" takeaway from the session.
ODTUG Configuring Workforce: Employee? Job? or Both? Alithya
The document provides an overview of configuring Oracle's EPBCS Workforce module, including:
- The three levels of planning granularity - employee only, job only, or employee and job
- Enabling features such as expense planning, headcount planning, and workforce management
- Setting up custom dimensions, benefits/taxes/earnings, salary grades, and other metadata
- Preparing for planning and forecasting by loading data, setting assumptions and rates, and synchronizing data
Oracle Cloud Time and Labor: Default Payroll Rate, Override Rate and Flat Dol...Alithya
Presentation was given at ODTUG & OHUG HCM Week. Recorded on 11/6/2020 given by Karen N. Settembrino.
Review the configuration required to support showing the default rate on the Responsive UI and the Classic UI time card along with configuring the manager’s ability to override the rate when necessary. In addition, show the setup necessary to support flat dollar amount entries on the time card to pass to payroll.
AUSOUG I Am Paying for my Cloud License. What's Next?Alithya
The document provides an overview of a presentation on profitability and cost management using Oracle EPM Cloud. It discusses key capabilities like flexibility, accuracy, shared methodology, and transparency. It also highlights use cases and demonstrates features through a live demo. The presentation encourages organizations to evaluate where they are versus competitors and determine how to advance their profitability analysis and planning.
A Journey to Profitability with Oracle PCMCSAlithya
A presentation that highlights the easy and effective journey to profitability using the Oracle Profitability and Cost Management solution implemented by Alithya.
Presentation originally delivered by Evan Leffler, Lead Consultant, to a live audience at HUGmn Tech Day in Chaska, MN, 3/14/18.
So, you can write basic calculations or maybe even intermediate. Nearly every Essbase and Planning applications requires calculations. The better you are at calculations, the more business value your applications deliver. But what makes the difference between good enough and great? What makes your code more reliable, faster, and easier to understand and debug? What techniques can you use to think through challenges and come up with solutions? This session offers some time-tested approaches to writing better calc scripts. Topics include:
Getting the requirements straight, thoroughly but without wasting time
Taking advantage of dimensionality and block structure
Variables and parameterization
One script or two?
What needs to be commented?
Alternative approaches to some common challenges
This session is intended for Essbase BSO developers who want to think about what “better code” means and how to write it. It requires at least some knowledge of Essbase BSO calculations.
Hosted by Ron Moore at the ODTUG Learn from Home Series
Generating privacy-protected synthetic data using Secludy and MilvusZilliz
During this demo, the founders of Secludy will demonstrate how their system utilizes Milvus to store and manipulate embeddings for generating privacy-protected synthetic data. Their approach not only maintains the confidentiality of the original data but also enhances the utility and scalability of LLMs under privacy constraints. Attendees, including machine learning engineers, data scientists, and data managers, will witness first-hand how Secludy's integration with Milvus empowers organizations to harness the power of LLMs securely and efficiently.
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc
How does your privacy program stack up against your peers? What challenges are privacy teams tackling and prioritizing in 2024?
In the fifth annual Global Privacy Benchmarks Survey, we asked over 1,800 global privacy professionals and business executives to share their perspectives on the current state of privacy inside and outside of their organizations. This year’s report focused on emerging areas of importance for privacy and compliance professionals, including considerations and implications of Artificial Intelligence (AI) technologies, building brand trust, and different approaches for achieving higher privacy competence scores.
See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
This webinar will review:
- The top 10 privacy insights from the fifth annual Global Privacy Benchmarks Survey
- The top challenges for privacy leaders, practitioners, and organizations in 2024
- Key themes to consider in developing and maintaining your privacy program
Have you ever been confused by the myriad of choices offered by AWS for hosting a website or an API?
Lambda, Elastic Beanstalk, Lightsail, Amplify, S3 (and more!) can each host websites + APIs. But which one should we choose?
Which one is cheapest? Which one is fastest? Which one will scale to meet our needs?
Join me in this session as we dive into each AWS hosting service to determine which one is best for your scenario and explain why!
Main news related to the CCS TSI 2023 (2023/1695)Jakub Marek
An English 🇬🇧 translation of a presentation to the speech I gave about the main changes brought by CCS TSI 2023 at the biggest Czech conference on Communications and signalling systems on Railways, which was held in Clarion Hotel Olomouc from 7th to 9th November 2023 (konferenceszt.cz). Attended by around 500 participants and 200 on-line followers.
The original Czech 🇨🇿 version of the presentation can be found here: https://www.slideshare.net/slideshow/hlavni-novinky-souvisejici-s-ccs-tsi-2023-2023-1695/269688092 .
The videorecording (in Czech) from the presentation is available here: https://youtu.be/WzjJWm4IyPk?si=SImb06tuXGb30BEH .
Skybuffer AI: Advanced Conversational and Generative AI Solution on SAP Busin...Tatiana Kojar
Skybuffer AI, built on the robust SAP Business Technology Platform (SAP BTP), is the latest and most advanced version of our AI development, reaffirming our commitment to delivering top-tier AI solutions. Skybuffer AI harnesses all the innovative capabilities of the SAP BTP in the AI domain, from Conversational AI to cutting-edge Generative AI and Retrieval-Augmented Generation (RAG). It also helps SAP customers safeguard their investments into SAP Conversational AI and ensure a seamless, one-click transition to SAP Business AI.
With Skybuffer AI, various AI models can be integrated into a single communication channel such as Microsoft Teams. This integration empowers business users with insights drawn from SAP backend systems, enterprise documents, and the expansive knowledge of Generative AI. And the best part of it is that it is all managed through our intuitive no-code Action Server interface, requiring no extensive coding knowledge and making the advanced AI accessible to more users.
HCL Notes and Domino License Cost Reduction in the World of DLAUpanagenda
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-and-domino-license-cost-reduction-in-the-world-of-dlau/
The introduction of DLAU and the CCB & CCX licensing model caused quite a stir in the HCL community. As a Notes and Domino customer, you may have faced challenges with unexpected user counts and license costs. You probably have questions on how this new licensing approach works and how to benefit from it. Most importantly, you likely have budget constraints and want to save money where possible. Don’t worry, we can help with all of this!
We’ll show you how to fix common misconfigurations that cause higher-than-expected user counts, and how to identify accounts which you can deactivate to save money. There are also frequent patterns that can cause unnecessary cost, like using a person document instead of a mail-in for shared mailboxes. We’ll provide examples and solutions for those as well. And naturally we’ll explain the new licensing model.
Join HCL Ambassador Marc Thomas in this webinar with a special guest appearance from Franz Walder. It will give you the tools and know-how to stay on top of what is going on with Domino licensing. You will be able lower your cost through an optimized configuration and keep it low going forward.
These topics will be covered
- Reducing license cost by finding and fixing misconfigurations and superfluous accounts
- How do CCB and CCX licenses really work?
- Understanding the DLAU tool and how to best utilize it
- Tips for common problem areas, like team mailboxes, functional/test users, etc
- Practical examples and best practices to implement right away
A Comprehensive Guide to DeFi Development Services in 2024Intelisync
DeFi represents a paradigm shift in the financial industry. Instead of relying on traditional, centralized institutions like banks, DeFi leverages blockchain technology to create a decentralized network of financial services. This means that financial transactions can occur directly between parties, without intermediaries, using smart contracts on platforms like Ethereum.
In 2024, we are witnessing an explosion of new DeFi projects and protocols, each pushing the boundaries of what’s possible in finance.
In summary, DeFi in 2024 is not just a trend; it’s a revolution that democratizes finance, enhances security and transparency, and fosters continuous innovation. As we proceed through this presentation, we'll explore the various components and services of DeFi in detail, shedding light on how they are transforming the financial landscape.
At Intelisync, we specialize in providing comprehensive DeFi development services tailored to meet the unique needs of our clients. From smart contract development to dApp creation and security audits, we ensure that your DeFi project is built with innovation, security, and scalability in mind. Trust Intelisync to guide you through the intricate landscape of decentralized finance and unlock the full potential of blockchain technology.
Ready to take your DeFi project to the next level? Partner with Intelisync for expert DeFi development services today!
Best 20 SEO Techniques To Improve Website Visibility In SERPPixlogix Infotech
Boost your website's visibility with proven SEO techniques! Our latest blog dives into essential strategies to enhance your online presence, increase traffic, and rank higher on search engines. From keyword optimization to quality content creation, learn how to make your site stand out in the crowded digital landscape. Discover actionable tips and expert insights to elevate your SEO game.
How to Interpret Trends in the Kalyan Rajdhani Mix Chart.pdfChart Kalyan
A Mix Chart displays historical data of numbers in a graphical or tabular form. The Kalyan Rajdhani Mix Chart specifically shows the results of a sequence of numbers over different periods.
Driving Business Innovation: Latest Generative AI Advancements & Success StorySafe Software
Are you ready to revolutionize how you handle data? Join us for a webinar where we’ll bring you up to speed with the latest advancements in Generative AI technology and discover how leveraging FME with tools from giants like Google Gemini, Amazon, and Microsoft OpenAI can supercharge your workflow efficiency.
During the hour, we’ll take you through:
Guest Speaker Segment with Hannah Barrington: Dive into the world of dynamic real estate marketing with Hannah, the Marketing Manager at Workspace Group. Hear firsthand how their team generates engaging descriptions for thousands of office units by integrating diverse data sources—from PDF floorplans to web pages—using FME transformers, like OpenAIVisionConnector and AnthropicVisionConnector. This use case will show you how GenAI can streamline content creation for marketing across the board.
Ollama Use Case: Learn how Scenario Specialist Dmitri Bagh has utilized Ollama within FME to input data, create custom models, and enhance security protocols. This segment will include demos to illustrate the full capabilities of FME in AI-driven processes.
Custom AI Models: Discover how to leverage FME to build personalized AI models using your data. Whether it’s populating a model with local data for added security or integrating public AI tools, find out how FME facilitates a versatile and secure approach to AI.
We’ll wrap up with a live Q&A session where you can engage with our experts on your specific use cases, and learn more about optimizing your data workflows with AI.
This webinar is ideal for professionals seeking to harness the power of AI within their data management systems while ensuring high levels of customization and security. Whether you're a novice or an expert, gain actionable insights and strategies to elevate your data processes. Join us to see how FME and AI can revolutionize how you work with data!
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfMalak Abu Hammad
Discover how MongoDB Atlas and vector search technology can revolutionize your application's search capabilities. This comprehensive presentation covers:
* What is Vector Search?
* Importance and benefits of vector search
* Practical use cases across various industries
* Step-by-step implementation guide
* Live demos with code snippets
* Enhancing LLM capabilities with vector search
* Best practices and optimization strategies
Perfect for developers, AI enthusiasts, and tech leaders. Learn how to leverage MongoDB Atlas to deliver highly relevant, context-aware search results, transforming your data retrieval process. Stay ahead in tech innovation and maximize the potential of your applications.
#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
1. z al
an
rR
Hyperion Financial Management
ate
Application Design ew Performance
g5,for
Ed
of
November 2012
rty
ro pe
P
Chris Barbieri
Practice Director
2. Personal Background
• Established HFM performance tuning techniques and
statistics widely used today
z al
• 4+ years as Sr. Product Issues Manager atn
a Hyperion
rR
ate
– HFM, Smart View, Shared Services, MDM
2001 HFM launch team 2001 w
ge
•
• Certified HFM, HyperionEd
Enterprise
of Boston College
rty
• B.S. Finance & Accounting,
• pe
roHFM Performance Tuning Lab at Ranzal
MBA, Babson College
• P
Established
•
Copyright 2012 Edgewater Ranzal
3. Foundation of Performance
• Hyperion Financial
Management
l
• Metadata designaas it
a nz
R
impacts performance
at er members
– Volume of
–gew of structures
Impact
d
E
o f• Data
rty – Content
ro pe – Density
P • Rules
• Environment
Copyright 2012 Edgewater Ranzal
4. z al
an
rR
Metadata ate
gew
f Ed
y o
rt
ro pe
P
Copyright 2012 Edgewater Ranzal
5. 12 Standard Dimensions
Application Profile User controlled
Entity al
nz
1. Year 5.
a
rR
6. Account
2. Period
7. te
a ICP
3. View
ew Scenario
g 8.
Ed User defined
of
System
rty
pe
4. Value dimension, 9. Custom 1
P ro
includes 10. Custom 2
currencies
11. Custom 3
12. Custom 4
Copyright 2012 Edgewater Ranzal
6. Application Profile
Year
– No inherent impact on performance
– Can be increased after the application is built l
n za
– Impacts database table volume
a
Period rR
ate
whether you use them or notew
– Base periods comprise column structure of every table,
dgit is key to your entire
fE
– Avoid weekly profiles unless
application’s designo
rty
pe
– Yearly is inadvisable
ro
View P
– No impact, but only YTD is stored
– Other views are on-the-fly derivations
• Consider the UI click volume
Copyright 2012 Edgewater Ranzal
7. System Dimension
Value Dimension
– Can not directly modify this
al
– “<Entity Currency>” points to entity’s default currency
z
an
– “<Parent Currency>” points to default currency of the entity’s parent
rR
• Anything above “<Entity Curr Total>” must be Parent.Child format
ate
Currencies
w
ge
– Don’t add currencies you aren’t using
d
• Sets of calc status records for (every entity * every currency)
o fE
• Impact of loading metadata with entity or currency changes
rty
– Normally translate from the entity’s currency only into it’s parent’s
currency
ro pe translations
P
– Beware of non-default
• Impacted calc status
• Data explosion
• Adds to cycle time
Copyright 2012 Edgewater Ranzal
8. User Controlled Dimensions
Entity
– Sum of the data of the children al
a nz each
– Avoid Consolidate All or All With Data on
rR
ate
hierarchy
– Assign Adj flags sparingly w
e
dg
fE
• Don’t disable if you ever had journals on entity
o
rty
ICP
– “Hidden” pe
o dimension
Scenario Pr
– Number of tables
Copyright 2012 Edgewater Ranzal
9. Impact of Account Depth
z al
an
rR
ate
4- Net Income 6- Net Income
w 5- EBIT
ge
3- Optg Income
2- Gross Margin
f Ed 4- Optg Income
y o
rt
3- Gross Profit
e
1- Sales
Pr op 2- Gross Margin
1- Sales
Effect is multiplied when you consider the
custom dimensions
Parent accounts don’t lock
Copyright 2012 Edgewater Ranzal
10. User Defined Dimensions
Custom 1..4
al
– Think dozens or hundreds, but not thousands
z
an
• If Thousands are necessary, 64 bit makes this possible
rR
ate
• Rules remain a major factor in performance
w
ge
– Avoid:
d
fE
• Employees
• Products o
• Anything that y very dynamic, changing greatly from year
rt is
to year p
e
P roone relationship with the entities
• One to
Configurable dimensions in 11.1.2.2???
Copyright 2012 Edgewater Ranzal
11. Metadata Efficiency Ratio
What does the average entity have in common with the top
entity?
al
nz
– Density measurement of re-use of the accounts and customs
across all entities a
rR
ate
ew
top entity
dg
o fE
rty
ro pe base
P
Copyright 2012 Edgewater Ranzal
12. Metadata Volumes (Americas)
80 Applications Median +1 Std Deviation High
Accounts 1,383 2,814 7,491
ICP Accounts With Plug 17 291 2,273
Accounts With Data Audit 26 1,356 7,490
Consolidation Rules 45%
z al
OrgBy Period 16%
an
Phased Submission 19%
rR
Consolidation Methods -
ate 3 16
ew
dg
Currencies 25 57 150
fE
Custom1 177 3,248 23,897
Custom2
o 67 2,397 20,484
rty
pe
Custom3 46 919 5,681
ro
Custom4 19 184 1,199
Entity Hierarchies
Entities (unique)
P 672
4 12
4,242
44
21,199
ICP Members 200 1,161 7,770
Scenarios 10 27 81
Scenarios Using Process Management - 6 37
Scenarios Using Data Audit - 11 78
Copyright 2012 Edgewater Ranzal
13. z al
an
rR
Data ate
gew
f Ed
y o
rt
ro pe
P
Copyright 2012 Edgewater Ranzal
14. What’s a Subcube?
• HFM data storage unit
• Database tables stored by
z al
– Each record contains all periods for the an
[Year]
e rR
at
– All records for a subcube are loaded into memory together
w
d ge
o fE
erty Parent subcube,
op
stored in DCN tables
Pr Currency subcubes,
stored in DCE tables
Copyright 2012 Edgewater Ranzal
15. Take it to the Limit
Reports, Grids, or Forms that:
– Pull lots of entities
z al
– Lots of years an
rR
– Lots of scenarios
ate
ew
dg
Not so problematic:
– Lots of accounts f E
o
rty
pe
– Or Custom dimension members
Smart Viewro
P
– Cell volume impacts bandwidth
– Subcubes impact server performance
Copyright 2012 Edgewater Ranzal
16. Data Design
al
“Metadata volume is interesting, but it’s
a nz
how you it that er R
matters most”
at
ew
dg
• Density
o fE
rty zeros
• Content
pe
– Specifically:
ro
P
– Tiny numbers
– Invalid Records
Copyright 2012 Edgewater Ranzal
17. Data Volume Measurement
• No perfect method
al
nz
Simple, easy to see Ra
Method How-
How-To Pros Cons
er <Entity Currency>
Data Extract Extract all data, Can only extract
at
count per entity input from calculated
g ew average Can’t identify
FreeLRU Parse HFM event
E deasy to monitor individual cubes,
Good sense of
logs
fcube, growth
o monthly
rty
harder to understand
ro pe
Database
Analysis
P
Query DCE, DCN
tables and count
Easy for a DBA, see all
subcubes
Doesn’t count
dynamic members,
includes invalid
records
Copyright 2012 Edgewater Ranzal
18. Data Density Using FreeLRU
• Survey of data density using FreeLRU
al
method
Number of applications reviewed: Median Min
nz
Max
a
+1 Std Dev
rR
44
ate
ew
NumCubesInRAM 1,369 72 15,152 5,068
dg
NumDataRecordsInRAM
of E1,170,908 247,900 23,019,754 4,574,074
rty
pe
NumRecordsInLargestCube 53,089 2,508 593,924 169,272
Records per cube Pro 1,352 24 91,418 15,832
Metadata efficiency 3.4% 0.3% 39.7% 12.3%
Copyright 2012 Edgewater Ranzal
19. Loaded vs. Consolidated Data
• What percent of the loaded data is a zero
value?
– <5% is reasonable
z al
– No zeros are best
an
rR
– Watch ZeroView settings on scenarios
ate
• Watch out for tiny values, from allocations
ew
dg
• How much does the data expand from Sub
fE
Calculate?
• How many zeros are oy generated by the
rt
pe
consolidation process?
ro
P
– Intercompany eliminations Consolidated 19.6%
– Allocations
Calculated 9.4%
– Empty variables
Loaded 0.9%
Copyright 2012 Edgewater Ranzal
20. Growth Up the Entity Chain
Level Number Records
Top Entity 1 261,593
Average Subcube 814
z al 5,193
an
rR
e 516
at
Base entities including calculated data 680
Base entities input data only
ew 443 421
dg
o fE
rty
ro pe Top 261,593
P
Average 5,193
Base 421
Copyright 2012 Edgewater Ranzal
21. Loaded, Calculated, and Consolidated
• Rough stats: median from 10 applications
Monthly l
za
Zeros Rules
Monthly % an
Growth Growth
e rR
Loaded Records 153,826 wat
4.1% 3.3%
ge
Ed
of
Loaded + Calculated
Records
rty 353,122 19.7% 2.7% 2.0
ro pe
P
Consolidated Records 63,432 6.9% 3.2%
Total data for all base (or top) entities
Can be easily managed by better rule writing!
Copyright 2012 Edgewater Ranzal
22. Invalid Records
• Type 1: Orphaned records from metadata that has been
deleted al z
an
– Member is removed from dimension_Item table, but not
rR
ate
from the data tables
ew
– These can be removed by Database > Delete Invalid
Records g
• Type 2: the member still Ed
f exists, but is no longer in a valid
o
intersection ty r
account Pro
pe
– Most often from changing CustomX Top Member on an
– These cannot be removed by HFM, but are filtered out in
memory
Copyright 2012 Edgewater Ranzal
23. How Much Memory Do I Need?
Plan A Plan B
Number of entities 814 814
al
* 2 cubes: entity currency + contribution 1,628 1,628
z
Non-USD entities
Non- 483 483
an
currency**
add another cube for parent currency** 483 483
r R2
Entity_value cubes 2,111 2,111
ate
ew
Actual 2011, 2012 2
dg
4 Currency scenarios, 3 Estimate, 3 Forecast scenarios 3 10
fE
Total Year_scenarios 5 12
o
Total cubes 10,555 25,332
rty
pe
Average records per cube 5,193 5,193
ro
Optimal MaxRecordsInRAM setting 54,812,115 131,549,076
bytes per record P 120 120
Records * bytes converted to MB =
MaxDataCacheSizeInMB 6,273 15,055
low.
** Many entities are translated into other currencies as well, making this value low.
Copyright 2012 Edgewater Ranzal
24. z al
an
rR
Rules Timing ate
gew
f Ed
y o
rt
ro pe
P
Copyright 2012 Edgewater Ranzal
25. Data Density <> Calc Time
Average Rule Execution Time in Contrast with Data Volume
900 2.500
800
z al
an
2.000
700
rR
ate
600
1.500
Seconds
Records
500
ew
dg
400
1.000
fE
300
o
rty
200
0.500
pe
100
ro
- -
P
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
correlation between density and calc times
• Most applications are rules bound
Copyright 2012 Edgewater Ranzal
26. S econds
0
50
100
150
200
250
300
350
400
450
83820.83820_D
FR .FR _N B M
A L_R E GION S .U S
P
Copyright 2012 Edgewater Ranzal
U S C A .U S
ro
E ME A .D E
pe
A P .C N
C Z .C Z_N B M
rty
D E _N B M.83704 o
FR _N B M.83519
fE
But Some are I/O Bound
TH .83899
U S .U S GO
U S .80808
ew
B R .83545
elapsed
ate
3820.83820_1801
dg totalrecords
OTH A P .82828
rR
3820.83820_1851
an
Time vs. Volume
z
E ME A .B E
al
LA .B R
U S .80820
A R .83856
0
10,000
20,000
30,000
40,000
50,000
60,000
27. How Long Should Rules Take?
al
nz
• Total consolidation time for all entities, 12 periods
a
rR
• Divide by 12 periods and total number of entities
w ate
ge
Ed
Seconds Per of Entity
rty
pe
0 0.25 ro 2.0
P 4.0 10.0
Copyright 2012 Edgewater Ranzal
28. Rules Impact Ratio
• Total consolidation time
al
with rules
a nz
rR
ate
• Divided by time with Blank
Rules ew
E dg
y of
rt
pe
• Typically 2- 5 times
o
• More than rthat is an
P
opportunity for improvement
Copyright 2012 Edgewater Ranzal
29. z al
an
rR
Reference ate
ew
dg
fE
Application
o
rty
ro pe
P
Copyright 2012 Edgewater Ranzal
30. Small but Constant Application
0:04:19
al
Full Rules Blank Rules
z
0:03:36
an
rR
ate
0:02:53
ew
0:02:10
dg
0:01:26
o fE
rty
pe
0:00:43
0:00:00 Pro
physical physical virtual virtual virtual virtual virtual virtual
HFM lab Cust E Ranzal dev T-61 laptop Cust A Cust B Cust C Cust D
• Applied across multiple environments
Copyright 2012 Edgewater Ranzal
31. z al
an
rR
ate
ew
dg
o fE
rty
ro pe
P
Copyright 2012 Edgewater Ranzal
32. z al
an
Chris Barbieri
R
at er
cbarbieri@ranzal.com
ew
dg Needham, MA
Needham,
o fE
rty USA
ro pe +1.617.480.6173
P
www.ranzal.com
Copyright 2012 Edgewater Ranzal