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( E)l Business Intelligence Solution Providers

Oracle Hyperion Financial Management 11.1.1.3 Beginner's Guide

Part III

Provided By: BISP http://bispsolutions. word press. com bisp.consultingesgmail.com http://learnhyperion. word press. com

Created By: Rupam Majumdar AmitSharma BISPTeam

©Business Intelligence Solution Providers learnhyperion. wordpress.com aloo _a2®yahoo.com

http://IEBrnhyperion.wordpress.com

INTRODUCTION TO EPMA

WHAT IS BlMA?

Enterpri~ Performance Management Architect (EHv1A) enables administrators to manage, create, and deploy Hyperion applicationswithin one interface. EHv1A A"ovide a central repository for metadata creation and maintenance across Oracle Enterpri~ Performance Management Appl ications.

~ EHv1A can be used with Hyperion Aanning, Hyperion Rnancial Management (HRvl), 8BJ~ (Affi and EH)), A"ofitability and U>st Management ~plications.

~ EHv1A can be used to facilitate data movement across applications and Oracle EHv1 products

~ EHv1A metadata deployments can be run on demand or in batch mode (lights Out metadata maneqement updates).

~ Metadata updates can be run as a merge (addition) or replace.

~ Can do afd, moves, modify properties, etc.

WHY EPMA?

Streamline metadata management

~ Improve synchronization across applications and Oracle EPM products ~ Provide a single point of maintenance for metadata updates



» Can be used to reconcile dimensions (historic versus current) before deployment.

Facilitate data movement

» EPMA has data movement capabilities to move data across applications and products.

Reconcile hierarchies before deployment

» Provide information regarding differences between selected application and current deployed application.

Alternative to Hyperion Application Link (HAL)

Oracle Hyperion EPM Architect, Fusion Edition is a feature of Oracle's Hyperion® Foundation Services and is integrated with Oracle Hyperion Financial Management, Fusion Edition, Oracle Hyperion Planning, Fusion Edition, Oracle Essbase, and Oracle Hyperion Profitability and Cost Management, Fusion Edition. Performance Management Architect enables administrators to manage, create, and deploy Hyperion applications within one interface .

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What Does EPMA Do?

Application Management ~ Application creation wizard

~ Shared versus local dimensions

Hierarchy Management

~ Alternate hierarchies ~ Attribute dimensions ~ Member formulas

~ Application specific metadata (start and end dates in scenario) ~ User defined attributes (UDA' s)

~ Custom top members

~ Intercompany partner (lCP)

~ Currency assignment to entity ~ Security class



Howto Use EPMA?

Manual Entry

» Can maintain library and application manually

» Not recommended for mass metadata entry loads

File Load (ADS format)

» Load dimensions via text file (predetermined format)

» Excel templates develop by Emerging Solutions

» On demand or batch process

Interface Table Load

» Load dimensions via interface

» On demand or batch process

» No manual modifications

EPMA Components

EPMA actually consists of a number of components:

» A Dimension Library, for holding metadata on the shared and local dimensions used by EPMA-enabled applications

» An Application Library, for holding definitions of the varIOUS Essbase, Planning and HFM applications EPMA manages



» A Data Synchronization Engine, for loading data (numbers) into EPMAmanaged applications

» Workspace, Security and Taskflow elements

Dimension Library

» View and organIZe dimensions used by all applications m your Hyperion environment

» Create/edit dimensions, members, and their properties for all application types

» Share dimensions and properties across application views

» Allow filtering and exception handling at application level

» Bulk import of dimensions using merge or replace

» Download transaction log to audit changes

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Data Synchronization

~ Transfer data from external sources or between Hyperion applications

~ Graphically manage data flows for all applications in your H yperion environment

~ Define mappings between data sources and targets

~ Validate and execute synchronizations

~ Enables multi-source and multi-stage processes

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Job console

~ Track jobs performed by users or batch operations

~ Query and filter job listing by attribute


http://IEBrnhyperion.wordpress.com » View status and statistical information for each job

» Access detailed job results via job attachments

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Calc Manager

» One tool to create calculations for FM and Planning o Common interface to design calculation rules » Easy way to create complex financial calculations

o Graphical flow provides better understanding of calculation process oRe-usable rules to share among applications

» Central repository of all calculation objects

o One place to maintain all calculation rules

o Custom folders for easy navigation


http://IEBrnhyperion.wordpress.com » Central repository of all calculation objects

» Objects are organized by Application and by Calculation Type

» Within each object type (i.e. Rule set, Rule, Component) user can easily drill down to next level of objects.

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Hyperion tends to create lots of services anyway (at last count, including Planning, there were 31 Hyperion-related services running on my Windows machine) but as you can see from the screenshot above, EPM Architect and Calc Manager take up eight of their own.


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EPMA has its own repository that holds all the metadata on the applications it manages, and as with classic planning applications you define the dimensions there first and then deploy them to Essbase. To start off them, as with the Oassie Application Wizard you can define the basics of the Planning application using a wizard in EPMA, where you can say whether the application has one or more plans, whether it's multi-currency, what time periods it uses and so on.

EPMA WORKFLOW

It's probably worth taking a moment out to understand how data and metadata flows through Planning when EPMA is involved. As you can see from the diagram below, data and metadata from the various sources goes first into interface tables or files before being accessed by EPMA, which then takes this data, maps it and then uses it to construct the applications that you want to create



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Creating EPMA Application

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http://IEBrnhyperion.wordpress.com After successful Creation of Application

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Workspace Navigation

Workspace is a web client that provides the user interface for viewing and interacting with content created with Hyperion EPM application.

PERFORMANCE MANAGEMENT ARCHITECT

WORKSPACE

FINANCIAL MANAGEMENT APPLICATION

Workspace provides a single EPM interface. It provides users these access and interacting capabilities for these components:

~ Planning application tasks.

~ Financial Management application tasks.

~ High-performance, multidimensional modeling, analysis, and reporting with Essbase.

~ Financial reporting for scheduled or on-demand, highly formatted, financial and operational reporting from most data sources, including Financial Management and Planning.



» Interactive reporting for ad hoc relational queries, self-service reporting, and dashboards against ODB C data sources.

» Production reporting for high volume, enterprise-wide reporting Web analysis for interactive, ad hoc analysis, presentation, and reporting of multidimensional data.

» Enterprise metrics for management metrics and analysis presented in easy-touse, personalized, interactive, dynamic dashboards In addition, Workspace provides access and interaction with other published content, such as Word or

Excel documents.

Navigate Menu

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LOGIN

To start with Hyperion Financial Management as Web Oient we need to Log-in

http://<servemame>:19000/worksplce

The default credentials are

lJsenname: admin

Password: password

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Logon

User Name:

Password.

The recently used application is showing. We can open it or can create new application. To see newly created application in Win32 (Desktop Client) we need to refresh the Application List

Workspace

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All Tasklists Data Portms

Links Rel<rted Content C~MQm.Do(lllm'ent$



» T asklists provide quick access to frequently used tasks and documents.

» Data forms enable you to enter data for predefined views, such that specific periods & accounts.

» Data Grid enables you to use a spreadsheet like application to enter, edit and view data in Financial Management application.

» Reporting enables you to view various Financial Management reports, such as journal reports and intercompany matching reports.

» Links enable to create link to Web pages or some documents.

» Related Contents enable you to incorporate Workspace content directly into a financial management task lists.

» Custom Documents enable you to attach one or more documents to cell in data grids, data forms and Process Management Cells

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The view pane enables you to display either the documents and or the task lists for an application.

The application tabs display the current open applications.



Working with MetaData : Web Procedure

Perform the following tasks to load metadata

1. Create an import profile

2. Specify load options

3. Map dimensions in the load file to dimensions in Master View

4. Map columns in the load file to dimension properties in Master View

5. Run the import profile

Login to Workspace

We need to login to Workspace and then Open a application

http://[ servemame] :19000/worksplce

Login with Standard Credential:

User: admin

Password: password

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1. Creating Import Profiles

/*Hyperion recommends that you add Financial Management to the exceptions for your Web pop-up blocker. When you perform some Financial Management tasks, such as loading data on the Web, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed. * /

Before Leading MetaData, WeNmi to l.cad Security File

» Select File> Import> Create Profile.

» You can select either Flat File or Interface table as the Import Type. (Interface tables are discussed in a later topic in this lesson).

» After you create the profile, a wizard is launched that walks you through the

tasks for defining load

options, mappmg

dimensions, and

mapping properties.

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http://IEBrnhyperion.wordpress.com To load application security

1 Open the application.

2 In Browser View, expand Tasks, and select Load Tasks.

3 Select Load Security.

4 For Security File, enter the name of the file to load, or click Browse to find the file.

Note:

Application security files use the SEC file extension.

5 For Delimiter Character, enter the character used to separate information in the file. These characters are

Valid: ,.., @ # $ % A & I :;? \

!File OptiQn~

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6 Optional: Select Gear All Security Info Before Loading to clear security information for the application before loading the new security information.

Caution! You can use the Gear All option only if you have been assigned the Application Administrator and Provisioning Manager roles. Also, if you use this



option, you will have to reprovision users, as all users (including the user doing the clear) will be removed in this process.

Click LOAD

To load metadata: Web procedure

» Open the application.

» In Browser View, expand Tasks, and select Load Tasks.

» Select Load Metadata.

Note: This option is only available if you open a Oassie Financial Management application.

FUe Options

Metadata File: IC:\Program Files\Hyparion Soluti, B.rowse.,. Delimiter Char-ac tar: ~

L·oad Options

r Clear aH metadata, before loading'" P Check Integrity

Load Method: CO' Merge' .Replaee

MetadataOptions ell

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P Consolidation Methods n system Accounts

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If you are extracting to an APP file, in the Delimiter Character text box, enter the character to be used to separate the metadata in the file.

File Options

Metadata File,: IC:\Pwgram Files\H.yperion Soluti Browse ...

Delimiter Character: r

Delimiter characters are necessary only for ASOI files with the APP file extension. Delimiter characters are not necessary for XML files. The following characters are valid: , "" @ # $ % A I :; ? \

6 Optional: In the Load Options section, select Gear All Metadata Before Loading.

Note: If you select this option, you cannot select elements in the Metadata Options section.

7 Optional: Select Check Integrity to check the metadata file against the data in the current application. It is highly recommended that you select this option as it ensures that the application is not adversely affected by the metadata in the load file.

Note: If integrity errors occur, they are written to the metadata log file and no portion of the file is loaded into the application



8 In the Load Options section, select one of the following load methods:

• Merge

• Replace

9 In the Metadata Options section, select the types of metadata to load.

Use the Select All and De-select All buttons to quickly select or clear all metadata types.

Metadata Options "-'~ §l]

~. currency ~ cus tort'l.l M Application p8ttings. ~ 'Scenario p; CU5tom2 ~ Consolidation Methods

IV· Entity pi Custom3 r System Accounts

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r reps

r value

Choosing Replace or Merge

When you map a dimension in the load file to an existing dimension in Master View, you can merge or replace members:

Option Description

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Mapping Dimensions

You can create a new dimension in Master View, or you can map a dimension in the load file to an existing dimension in Master View. For each dimension in the flat file, a drop down list displays dimensions of the same dimension class in Master View. You can select New Dimension, or you can select a Master View dimension to which you want to map the flat file dimension.

~Map Dimensions

To import dimensions, select a dimension from the M<lster view for each source dimension.

l\jote: Only eligible IVli'ister view dimensions display next to source dimensions.

Merge I Replace

I Flat File

Master View

Currencies

C Currency

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Languages

C Alias

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Trn Entity

Trn Entity

If a dimension name in Master View exactly matches a dimension name of the same dimension class in the load file, the matching dimension is the default selection.

Mapping Properties

For each column for a dimension in the flat file, a drop-down list displays properties for the same dimension class in Master View. We select the property to which to map the column. If a property name in Master View exactly matches a property name in the load file, that property is mapped by default.

Select the Ignore Nulls option for a property if you want blank values for a record in the load file to be ignored.



olmension Mapping

Mapping Option :Trn.JEntity - Trn_,Entitv

...-"" Currencies· C_CUr",nty .... ,;.1 Langua~es - C_Alias

To update dimension properties in the dimension library ,select a property from the M,aster vi ew column, Note: Any properties not changed will use the default property,

I Flat I'ile Mast'erView Ignore Nulls

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Running Import Profiles

After creating a profile, you can run it from the Import Dimensions dialog box.

To access the Import Dimensions dialog box:

1. Select File> Import> Import Dimensions.

2. You must select a file to upload each time you run an import.

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Viewing Job Status

You can select Navigate> Administer> Job Console to view the status of the metadata load. Job Console shows the current job status and the percent completion. You can click the Import Results link to view an error log for each dimension included in the load.

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You can select Navigate> Administer> Job Console to view the status of the metadata load. Job Console shows the current job status and the percent completion. You can click the Import Results link to view an error log for each dimension included in the load.

Loading Metadata with Interface Tables

Architect interface tables are database tables used to import metadata from external systems into the Dimension Library. They represent an alternative to flat files.



Interface tables

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1. Create a Architect interface database using a relational database Oracle.

2. In the interface database, you create tables that correspond to the sections in a metadata flat file. For example, you would create a database table for dimension associations with fields for Base Dimension, Property, and Target dimension, similar to the Dimension Associations section of a flat file.

3. After you create the interface tables, you load data from you external systems into the tables.

4. You can then import the data from the interface database into the Dimension Library using an import profile, following the same procedure as with flat files.

Prerequisi te s

1. Have access to the Configuration Utility.

2. Have Administrator access to Performance Management Architect.



3. Have access to data sources containing dimension metadata.

Configuring Interface Data Sources

Configuring data sources is required if you want to use interface tables in Performance Management Architect. Interface tables provide a database interface that enables you to import of meta data and data from external systems into the Dimension Library.

Click Start> Programs> Hyperion > Foundation Services> Configuration Utility

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II Isslrol1g~ recomm ended Inal ')l'otJ exIt all programs before t>ontlno lng.

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In the product selection panel, under Hyperion System 9 BPM Architect, select Interface Datasource Configuration



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Creating Interface Table Definitions

Log on to Performance Management Architect - Data Synchronization and select File> New> Data Interface Table Definition.

In the Data Interface Area Mapping Wizard, make the required selections and click Next. For the interface area, select the interface table data source you created. Next, select the table and column that contains the values to import.

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Select a column, enter a dimension name, and click Next.



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Enter a name and description for the interface area definition, and click Finish.

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Connected to:

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Name Null? Type

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C_MEMOER_TABLE_NAME HUARCHAR2(255)

C_HIERARCHY_TAOLE_NAME HUARCHAR2(255)

C_PROPERTY_ARRAY_TADLE HAME HUARCHAR2(255)

SQL>desc I M_ I HTERFACE_D IMEHS 10H_ASSOC

Hame Hull? Type

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C TARGET DIMEHSION

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SQL> desc IM_IHTERFACE LOAD IHFO

Name Null? Type

I LOAD ID HOT HULL
_
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C - USER - LAST - UPDATED HOT HULL
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Importing Dimensions from Interface Tables

Before importing dimensions into the Dimension Library, you must create and run a data synchronization or an import profile. Data synchronization enables you to synchronize and map data between Hyperion applications, interface tables, and external files. Profiles include important information about the dimensions to be imported such as new dimensions, whether to merge or replace existing dimensions, and dimension properties. You execute the profile to import dimensions into the Dimension Library.



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Select Hyperion Data Interface Area as the source type, and click Next.

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Select a source data interface definition, and click Next ..

Select an available destination application, and click Finish.

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Drag a source dimension to a destination dimension to manually assign or change mappmgs.



Select File> Import> Create Profile to create an import profile in the Dimension Library

Enter the profile details and click OK. For Import Type, select Interface Tables as

the Import Type.

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Select Create dimensions for the non-mapped dimensions with the source dimension name, and click Next.



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liM- Y.: Review the mapping options, and click Finish.

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When prompted to execute the profile, click Yes.



Tr.e pr()filew{lS Wc'C';1lSIUlly creeted. Do yO!.! w~nllo exeeiJI:e the profile nov\>'<

Click Close

The subrn Itted Job id is 3

You can select Navigate > Administer > Job Console to view the status of the metadata load. Job Console shows the current job status and the percent completion. You can click the Import Results link to view an error log for each dimension included in the load.

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