Hot Topics and Emerging Trends in Hyperion Planning
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Hot Topics and Emerging Trends in Hyperion Planning
March 20th, 2012
Chris Churchill VP Planning & Essbase Practice
Edgewater Ranzal
► Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for over 700 companies (1,000+ projects)
► One of the largest Hyperion Practices in the U.S. with global presence
► Oracle / Hyperion Platinum Partner - Highest Status ► Vertical Expertise with High-Profile Clients from Coast to
Coast ► Cover all requirements from pre-implementation process
design through infrastructure and training ► “One Stop Shop” for ALL EPM Implementation needs
About Ranzal
Alignment of Emerging Trends in Organizational Planning processes
with Oracle EPM Strategic Direction
Presentation Theme
Oracle Disclaimer
► Audience Poll
► Integrated Planning – Defined
– Oracle’s Vision
– Incorporation of Oracle Vision into 11.1.2.2
– Rolling Forecasts
► Data and Metadata Integration
► Integrated Analytics – Essbase / OBIE
– Exalytics
– Unstructured Data
Agenda
Integrated Planning
Integrated Planning A Closed Loop Planning Process
Why Integrated Planning?
► Measure Financial Impact of Strategic Objectives
► Develop Rolling Forecast Process
► Focus on Drivers, Not Details
► Link Human Resource and Capital Allocation Plans
► Link Operational Planning Models with the Financial Plan
► Allow for What If Scenario Analysis
► Mitigate Risk and Uncertainty
► Measure True Variance
Best Practices in Planning
► Spring, Early Summer Anticipated Release
► Significant Changes to Planning
► Significant Changes to HFM
► Micro Costing in HPCM
► DRM – EPMA Integration
► Not a traditional dot release
► Upgrade Path – Similar to 11.1.2.1
Planning Release 11.1.2.2
► Project Planning Application
► Native Rolling Forecast Functionality
► Strategic Planning in Smart View
► Predictive Planning Capabilities
► Enhanced Task Lists and Workflow Capabilities
► Enhanced UI using ADF – Charting
– Multiple Comments / Documents
– Formatting Comments, Instructions
– Audit Logging in Grid
Integrated Planning in 11.1.2.2
Integrated Planning A Closed Loop Planning Process
► Address the disconnect between project management decisions and financial decisions
► Calculate Project Financial Impacts
► Capital, Contract and Indirect Projects
► Risk and Governance Management for Projects
Planning 11.1.2.2 Project Planning
Planning 11.1.2.2 Look & Feel
Planning 11.1.2.2 Audit Logging
Planning 11.1.2.2 Charting
Planning 11.1.2.2 Rolling Forecast
Planning 11.1.2.2 Predictive Planning
Planning 11.1.2.2 HSF / Smart View
Planning 11.1.2.2 HSF / Smart View
Integration
► Two Primary Integration Points
► Metadata – Refers to the structures, hierarchies, and members that
provide structure to data – Metadata is used to define forms, reports, and business
modeling logic within the applications
► Data – Data Elements Loaded into the EPM System – Loaded to Intersections of Metadata
Integration Defined
Tools to Maintain and Administer Metadata within the EPM Platform
► Data Relationship Management (DRM)
– Dimensional Maintenance Across EPM, BI, Data Warehouse, and ERP
► Enterprise Performance Management Architect (EPMA) – EPM Application Management Platform – Metadata Management is a Component
► Classic – EPM Application Specific
Metadata Management
DRM
► NOT GOING AWAY ► Version Matters
– Stable – 11.1.2.1, 11.1.1.3.05 – Unstable – 11.1.1.3, 11.1.2.0, 9X
► Metadata Management is a Component of EPMA ► Simplified EPM Process Design ► Expedite Deployment of EPM Applications ► EPMA Includes:
– Dimension Library – Application Library – Calculation Manager – Data Synch – Application Upgrade – Job Console
EPMA
DRM & EPMA 11.1.2.2 Complementary Solutions
► Tools – ODI
– Informatica
– FDM / ERPI
– EAL
► Point Solutions – EPMA Data Synch
– Outline Load Utility
– Text Files / SQL Loads with Essbase Load Rules
Moving Metadata & Data (ETL)
► Facilitate Management Reporting – Merge Plan, Operational, and KPI data with Actuals from HFM in one
location – Leverage Essbase’s advanced Analytics capabilities – Leverage user familiarity with Essbase and Oracle Reporting tools
► Reduced cost of ownership – Ensures data integrity – Basic knowledge of Essbase necessary in support of ‘bridges’, or
integrations – Basic knowledge of RDBMS necessary in support of data mappings – Simple and easy compared to alternatives – Secured via Hyperion Shared Services Provisioning
► Feeds for External Systems – Output HFM Data to relational targets
Essbase Analytics Link (EAL)
► Synchronize Data from HFM to: – Essbase – Planning – RDBMS Targets
► Synchronize Metadata from HFM to: – Essbase – RDBMS targets
► Synchronize Security from HFM to: – Essbase
► On Demand / Scheduled – Transparent Partition – Replicated Partition
► Persistent Connection from HFM to Essbase or Planning Target – Transparent Partition
Essbase Analytics Link (EAL)
► Real time data flow with Transparent Partition – Use Case:
• Reporting requirement for live link to HFM Data • No requirement to use HFM data in a Calculation Script
► Near real time data flow (scheduled) with Replicated Partition
– Business requirement to use Actuals in a Calculation Script – Note: Replicated partitions create data blocks
• Useful for using actuals as a basis for Plan, or as a basis to allocate data such as administrative expenses or revenue
– Tip: for replication, it is necessary to test performance on the amount of time it takes to synchronize and create blocks. It may not be reasonable to replicate an entire HFM app to Essbase. Consider limiting years, etc.,
► Use both methods, provided mappings will not overlap
EAL Design Considerations
► Synch Data between EPM Applications – HFM to Planning
– HFM to Essbase
– HFM to HFM
– Planning to Planning
– Planning to Essbase
► Data Synchronization will derive mappings from the hierarchy, and is must faster than XREF and Extended Analytics
► Limited Mapping Capabilities
EPMA Data Synch
Integrated Analytics
Integrated Analytics Essbase & OBIE
What is Exalytics?
An Engineered System for BI
What is an Engineered System?
Engineered systems are pre-integrated to reduce the cost and complexity of IT infrastructures while increasing productivity and performance. Engineered systems include optimizations at every layer of the stack to simplify data center operations, drive down costs, and accelerate business innovation
Integrated Analytics Exalytics
Integrated Analytics Exalytics
► 6X to 10X Faster Planning Cycles
► 5X to 100X Faster Interactivity for Analysis
► 5X less Development Time for High Performance Reports
► Oracle Exalytics In-Memory Machine X2-4 (Exalytics) – Engineered System with Exalytics Systems Software (Linux x64)
► Oracle Exalytics Software
– Oracle BI Fondation Suite 11.1.1.6 OBIEE Plus • Essbase Plus • Essbase Analytic Link for HFM • Oracle Scorecard & Strategy Management (OSSM) • BI Mobile
– Times Ten In-Memory Database for Exalytics
► Oracle Exalytics Startup Pack
– Advisory Service, Hardware installation Service, Software Configuration Service
Integrated Analytics Exalytics Includes
Speed of Thought Interactive Analysis
► Analytics
– Highly Interactive Analysis – Free Form Data Exploration – View Auto Suggestions – Contextual Actions
► Planning – Faster Cycles – More Scenarios – Better Forecasts
Exalytics What’s Better?
Unstructured Data refers to information that either does not have a pre-defined data model and/or does not fit well into relational tables. Unstructured information is typically text-heavy, but may contain data such as dates, numbers, and facts as well. This results in irregularities and ambiguities that make it difficult to understand using traditional computer programs as compared to data stored in fielded form in databases or annotated (semantically tagged) in documents. ~ Wikipedia Examples – Facebook, Twitter, Blogs, Forums, etc.
Unstructured Data
Helps Organizations Quickly Explore all Relevant Data by:
► Combine structured & unstructured data from disparate systems
► Automatically organize information for search, discovery & analysis
► Rapidly assemble easy to use analysis applications
Endeca Unstructured Analytics
Relevancy of Unstructured Data
Questions / Discussion
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