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Qubix International Limited
Presenters Name
Presenters Title
Day 1 Objectives
Functional Plans
Financial Operational
Detail Detail
OLTP OLAP
Purpose Automate the business Optimize the business
Reporting, Analysis, Modeling,
Use Transaction Processing Planning
Schema Two-dimensional, Normalized Multi-dimensional, Hierarchical
Based on way users perform
Navigation Based on transaction workflow analysis
Aggregation, Matrix, Cross-
dimensional, Formula,
Calculation Aggregation, Simple Matrix Procedural
Slow to deploy, and difficult to Fast to deploy, and easy to
Implementation change change
What is OLAP? (cont.) Vocabulary
Dimension Cube
Hierarchy Cell
Attributes Calculations
What is OLAP? (cont.) Dimension
Dimension A data category used to organize
business data for retrieval and preservation of values.
Dimensions usually contain hierarchies of related
members grouped within them. For example, a Year
dimension often includes members for each time
period, such as quarters and months.
What is OLAP? (cont.) Member
Member A discrete component within a dimension.
A member identifies and differentiates the organization
of similar units.
What is OLAP? (cont.) Hierarchy
Hierarchies define member relationships and
consolidations of members in a dimension and an
intuitive path for drilling down into more detailed levels.
What is OLAP? (cont.) Attributes
Attribute Characteristic of a dimension member.
For example, Employee dimension members may
have attributes of Name, Age, or Address. Product
dimension members can have several attributes,
such as a size and flavor.
Flavor
Product Size
Income Package
Type
Customer Age
Gender Retail
Channel Web
Direct
What is OLAP? (cont.) Cube
Time
What is OLAP? (cont.) Slice and Dice
What is OLAP? (cont.) Cell
Additional Terminology
Alias An alternative name. For example, for a more
easily identifiable column descriptor you can display
the alias instead of the member name. Aliases for
above members might be January, February, and
Quarter 1.
Outline The database structure of a
multidimensional database, including all dimensions,
members, aliases, tags, types, consolidations, and
mathematical relationships.
Shared Member - points to data in a base member of
the same name; shared member can be displayed in
multiple locations across different parents in a
dimension. Essbase stores the data value only once.
Hierarchical Terminology
Generation A layer in a hierarchical tree structure that
defines member relationships in a database. Generations
are ordered incrementally from the top member of the
dimension (Gen1) down to the child members.
Level A layer in a hierarchical tree structure that
defines database member relationships. Levels are
ordered from the bottom dimension member (Lev0) up to
the parent members.
Alternate Hierarchy A hierarchy of shared members.
An alternate hierarchy allows the same data to be seen
from different points of view. Examples include Calendar
Year / Fiscal Year or Functional Org / Geographic Org.
Child, Parent, Sibling, Ancestors, Descendants
Generations & Levels
Please note that it is possible to have Level 0 members
at any Generation of a hierarchy. In this case notice
that PeriodUnalloc is Generation 2, but Level 0,
whereas its siblings are Generation 2, and level 1
Member Properties - Consolidation
Consolidation Options:
+ Add
- Subtract
* Multiply
/ Divide
% Percent
~ Ignore
^ Never
Member Properties - Storage
Storage Options:
Store
Dynamic Calc
Dynamic Calc and Store
Label Only
Shared
Never Share
Account Dimension Properties
Time Balance
None, First, Last, Average
Skip: None, Missing, Zeros, Missing and Zeros
Variance (Expense) Reporting
True, False
Currency Conversion
Member Names and Aliases
Member Name is often an abbreviation or related to a
code in the source data, examples include:
Period Qtr1
Account A23-4831
Entity B312
Aliases Provide a more useful Description:
Period Quarter 1
Account Cost of Goods Sold
Entity Western Region
Up to 10 Alias tables allow for multiple languages
Attribute Dimensions
Server 1:
Halswrth
Fin
SmartView Connection to
Client Halswrth Fin
Server 2:
2 Sample Basic
Dev Finance
1
Server 3:
Test Finance
SmartView Connection to Test Sales
Client Sample Basic Administrator
(EAS Client)
Connecting to Essbase Databases
2
1
3 4
Creating Ad Hoc Reports
Common options:
Suppression options
Indentation options
Navigate without data options
Mouse operation options
Zoom options
Unique options:
Undo and redo customization
Formatting Data Cells
Properties
to Modify Control Precedence
Formatting Data Cells
Setting the Point of View
Default
Customized
Selecting Dimension Members
1
2 4
5
Smart Slices
Title of Presentation
Day 1 Review
Essbase Database
1 2
3
Selecting the Dimension Build Method
Generation references
Level references 2
Parent-child references
3
4
Defining Field Properties
Dimension
Field type 2
Field number
1
3
Validating the Load Rule
The field type for this field is not valid for the
build method associated with this fields
dimension.
4
1
5
Manipulating Fields
Arranging fields: Group Model ID Line Type
Move Performance 365-15-150 Lightbolt ATA
Join Performance 540-01-100 Lightbolt SCSI
Split
Create using join
Create using text
Altering fields:
Replace text
Add prefixes and suffixes
Ignore fields
Arranging Fields
Arrange fields by using field menu options.
Data Source
Group Model ID Line Type
Performance 365-15-150 Lightbolt ATA
Performance 540-01-100 Lightbolt SCSI
Replaced Text
Ignored Field
Load data:
Without rules
With rules
For each field, define a data load method and a field name
2
1
Setting Data Load Values Options
2
Dimension Properties
Dense-sparse
configuration
Members in
dimension
Stored members in
dimension
Attribute
Dimension
Number of Members in Dimension vs.
Number of Members Stored
Why are these values often different?
1) They exclude Dynamic Calc members
(we will discuss more about Dynamic Calculations later)
2) They exclude Shared members in Alternate Hierarchies
3) They exclude Implied Shared members members with
one or more children, but only one is consolidated, so the
parent and child share a value.
4) They exclude Attribute Dimension members which are
always calculated dynamically
Statistics
Database values:
Input data
Calculated data
Calculation options:
Outline calculations
Calculation script calculations
Calculated
Calculation Database Report
Input Data
Outline-Based Calculations
Calculated
Input Database
Data
CALC ALL;
Outline
Calculation Scripts
Calculated
Database
Input
Data
Optimal Order:
Smallest to 4. Sparse Dimensions
Largest (outline order)
5. Two-Pass Calculations
Dynamic
Calculations
Dynamic Calculations
2. Sparse Dimensions
(outline order)
6. Dense Dimensions
(outline order)
7. Two-Pass Calculations
8. Attribute Calculations
Calculation Best
Practices
Pre-Calculation Combinations of
Accounts - Dense
Periods - Dense
Dense Dimensions
Scenario - Sparse
e.g. Version Sparse
Unit Sales Jan Organisation - Sparse
Unit Sales Feb Product - Sparse
Unit Sales Mar
Combos of Dense
ENTITY
Empty
Combos of Dense Combos of Dense Combos of Dense Combos of Dense Combos of Dense
LONDON LEEDS MANCHESTER EDINBURGH BELFAST
Populated Populated Populated Populated Populated
Accounts - Dense
Dense-Calculation Combinations of
Dense Dimensions
Periods - Dense
Scenario - Sparse
Sales Jan Version Sparse
Sales Feb Organisation - Sparse
Sales Mar
Q1-Q4
Product - Sparse
Sales
Sales Total Year
Combos of Dense
ENTITY
Empty
Combos of Dense Combos of Dense Combos of Dense Combos of Dense Combos of Dense
LONDON LEEDS MANCHESTER EDINBURGH BELFAST
Populated Populated Populated Populated Populated
Sparse-Calculation Combinations of
Accounts - Dense
Periods - Dense
Dense Dimensions
Scenario - Sparse
Sales Jan Version Sparse
Sales Feb Organisation - Sparse
Sales Mar
Product - Sparse
Sales Q1-Q4
Sales Total Year
Combos of Dense
ENTITY
Populated
Combos of Dense Combos of Dense Combos of Dense Combos of Dense Combos of Dense
LONDON LEEDS MANCHESTER EDINBURGH BELFAST
Populated Populated Populated Populated Populated
Upper-Level Data Loads
Level 0 placeholder
for Family Total
input data
Level 0 placeholder
for Channel Total
input data
Oracle Hyperion Planning
Implementation Boot Camp Day 3
Title of Presentation
Day 2 Review
Short and
Financial LOB Periodic Management
Long Term Strategic Medium Term
Planning and Operational Variance Reporting and
Planning Re-
Budgeting Planning Analysis Analysis
forecasting
Create annual
plan and budget
using strategic Collect business data
plan as a top for the period just
down target and passed and compare
operational plans with the plan/forecast
as bottoms up to generate variance Create management
inputs report. Drill down into reports to analyze
root causes for performance against
variance the strategic goals,
annual targets and
quarterly/monthly
plans
Enterprise Planning Applications
Integrated Suite of Best-of-Breed Modules
Strategic Planning and Modeling Planning, Budgeting and
Forecasting
Develop long term strategic plans for
the business Create financial plans, budgets and
forecasts including operational plans
Develop financial models to such as workforce and capital
compare treasury strategies around expenditures plans
funding alternatives
Hyperion Planning
Simulate M&A and divestitures
Workforce Capital Asset
Strategic Finance & Crystal Ball Planning Planning
EPM Workspace
Sales Marketing
Planning Planning
Income Balance Workforce CapEx
Statement Sheet Cashflow Planning Planning
Projects Production
Planning Planning
Application
Annotations and Packaged
Budget Process
Supporting Detail Financial
Management
Reporting
Contextual navigation
WebCenter integration
Slide Content
Contributed by:
Refreshing Databases
Title of Presentation
Day 3 Review
Form layout
Display options
Form contents
Access permissions
Business rules
Data Forms - Definitions
Data Form A grid display that enables users to enter
data into the database from an interface such as a Web
browser, and to view and analyze data or related text.
Point of View (POV) One or more fixed dimension
member values that determine context for Data Form
pages, rows, and columns. All data in the Data Form is
constrained by the Point of View.
Page Axis Combination of dimension member values
that determine context for Data Form rows and
columns. Users switch between dimension member
combinations by selecting Page values using drop-
down lists from the page axis.
Data Forms Plan Types
Version Types:
Standard Target - Values entered from parent level and
allocated downward
Standard Bottom Up Values entered at the lowest member
level and aggregated upward
Bottom Up versions only allow data entry for rows and
columns with level 0 members. Rows and columns
set to parent members are read-only.
Target versions allow data entry in parent members
Creating Data Forms
White: default
Yellow: dirty cells, whose values changed but are
not yet saved
Light blue: read-only cells
Tan: locked cells
Teal: cells having supporting detail
Customizing Data Forms with
JavaScript
Appendix A in Hyperion Planning Administrators
Guide describes using JavaScript to customize data
forms. Programmers familiar with JavaScript can
customize Planning data forms in these ways:
Add buttons to link to web pages or run JavaScript code
Modify behavior when users save data forms
Modify behavior when the focus enters or leaves a cell
Additional Data Form components
Menus: Shortcut menus accessed by right-clicking
that can open URLs, data forms, workflow, or
business rules.
User Preferences: options for e-mail, aliases, member
selection, offline planning, workflow, display, printing
and user variables
User variables: Selectable members on the row,
column, page, or POV. Before you can open a data
form having a user variable, you must select a value
in preferences. After that, you can change the
variable on the data form or in preferences.
Workflow and
Task Lists
Planning Unit
Title of Presentation
Day 4 Review
Scope Hyperion to Hyperion, GL, flat files, Excel to Hyperion Any source, any data to EPM
transactional systems and Financial Applications System
data warehouse
Focus Synchronize across EPM Validate, verify, document, audit Access ERP & mainframe data,
System, Data Warehouse & and support compliance transform, cleanse, consolidate,
Transactional Systems move
Key Manage change in versions, Audit Trail Complete enterprise and custom
Features hierarchies, solution
Trial Balance to Report
Version control & roll back Any Source
Data Reconciliation
Validations, verifications Certified pre-defined ERP/CRM
Data Accuracy adapters
Configurable attributes &
exports Data Completeness Structured, semi-structured and
History & audit trail unstructured data
Internal Audit Controls
Query, comparison of Bi-directional data flow
COSO Repository
structures & attributes Scheduling & automation
Importing, blending, Move terabytes
automating changes
Oracle Data Integrator
Oracle Data Integrator is a comprehensive data
integration platform that covers all data integration
requirements:
high-volume, high-performance batches
event-driven, trickle-feed integration processes
SOA-enabled data services
Key Benefits
Lower TCO
No middle tier for ETL
Performance
Database guarantees scalability
Productivity
Declarative design
Differentiator: E-LT Architecture
High Performance
Conventional ETL
Transform in Separate ETL Server Architecture
Proprietary Engine Extract
Transform
Load
Poor Performance
High Costs
IBM & Informaticas approach
Staging Tables
Load Integrate
Services
CDC Target Tables
Journalize Check
Sources
Error Tables
Benefits
Tailor to existing best practices
Ease administration work
Reduce cost of ownership
Oracle Data Integrator Terminology
DataStore relational table, file, or other data structure that describes data
as a table of columns
Data Servers - database or file server that contains datastores
Physical Architecture allows dividing Data Server that can store different
information according to a business logic into separate physical schemas
Logical Architecture allows grouping physical schemas with datastores in
separate physical locations into logical schemas
Sunopsis Memory Engine staging area to manipulate data before loading
Project - integration project made up of interfaces
Knowledge Modules (KMs) imported into Projects and contain knowledge
required by ODI to perform a specific tasks against a specific technology
Model set of datastores included in Projects
Interface - rules that define the loading of a target datastore from one or
more source datastores
Steps to Build Project to Load dimension
ODI Topology Manager
Define Logical Schema for Planning
Define Physical Schema for Planning
Define Logical Schema for Source data
Define Physical Schema for Source data
Define Logical Schema for Sunopsis Memory Engine
Define Physical Schema for Sunopsis Memory Engine
ODI Designer
Create Project and Import necessary Knowledge Modules
Create Models for Source data and Planning dimension
Create Interface between Models and Sunopsis Memory Engine
Execute Interface
Validate Interface Execution
Project
Setting up a Project
Knowledge Modules
Models
Interface
Data Integration Management (DIM)
Oracle EPM Applications
Financial Management
EPM Adapters Essbase / Planning
Performance Scorecard
consuming Peoplesoft
Oracle
SAP Custom
Financials
Updates
interpreted by Review
systems experts Spreadsheet
Business
IT Admin
User E-Mail
Hyperion DRM Solution
Combine separate
structures into a
single maintenance Oracle EPM System
Source
Systems Data EPM EPM
Preparation
Adapters Systems
Server
Audit Trail
Ledger Detail
ERP Integrator Architecture
Hyperion Application Link
Calculation Manager
Visual design of business rules
Share rules across all applications
Reuse calculation components
Shared Services
Provisioning Users/Groups
Primary Planning Roles
Object access Forms and Tasks
Data level access across dimensions
Essential Dimensions
Precedence rules when conflicts arise
Lifecycle Management
Automations
Backup/Recovery
Shared Services for Security Management
Provisioning Users and Groups
Provisioning by Application and Role
Primary Planning Roles
Metadata Loading
Data Loading
Copy Data Utility
Cube Refresh Utility
Calculation Manager Command Line Launch Utility
Lifecycle Management Migrations between
environments (Development Test
Production) or between operating systems
(Windows Unix)
Automating Metadata and Data Loading
ODI Package
Chaining interfaces into packages so that you can run the
interfaces in a single process
ODI Scenario
Scenario is used to operate completed components including
packages
ODI Scheduling Agent
Performance Management Architect
HyperionPlanning/WEB-INF/classes.
Back up the file system folder that contains Planning
Shared Libraries, such as C:/Windows/System32
Ensure that the backup of
HYPERION_HOME/products/Planning directory
includes these files, and back them up manually if it
does not:
PlanningCalcMgrLog4j.properties
PlanningSystemDB.properties
HBRServer.properties
essbase.properties
Additional Backup Recommendations