Oracle Enterprise Performance Management (EPM) An

Oracle Enterprise
Performance Management
(EPM)
An introduction to the products
Glenn Schwartzberg, interRel consulting
[email protected]
[email protected]
@gschwartzberg1
About interRel
 Reigning Oracle Award winner
EPM & BI Solution of the year
 Three Oracle ACE Directors for
Hyperion
 Oracle Platinum Partner
 One of the 100 fastest growing
tech companies in the USA
(CRN Magazine, 2007-2012)
 Authors of 8 Best Selling books
on Hyperion & Essbase
 Only 4 books in the world on v11
 All available on LuLu.com
Consulting
Press
Training
Infra
structure
Support
Focused exclusively on
Oracle EPM & BI
Disclaimer
These slides represent the work and opinions of
the presenter and do not constitute official
positions of Oracle or any other organization.
This material has not been peer reviewed and is
presented here with the permission of the
presenter.
This material should not be reproduced without
the written permission of interRel Consulting.
A little History
History
2008 – Oracle
buys Hyperion
Solutions
1998 Arbor
and Hyperion
merge
1991 –
Arbor
software
creates
Essbase
2012 –
Oracle
merges
OBIEE and
Essbase into
BIFS
Why should you care about EPM products
 Prior to Oracle acquisition – Hyperion was used as department
solutions
 IT did not want to touch it
 Oracle has:
 Made many of the products strategic
 Enhanced the products immensely
 Added new products
BI / EPM
Applications
Oracle’s Enterprise Performance Management System
Planning &
Forecasting
Strategy
Management
Financial Close and
Reporting
Profitability
Management
Interactive
Dashboards
Scorecards
BI/EPM
Platform
Query &
Analysis
Office
Integration
CRM
Analytics
Detect
& Alert
Search
Industry
Analytics
Embedded
Mobile
Common Enterprise Information Model
BI Server
Data
Sources
Reporting &
Publishing
ERP
Analytics
OLTP & ODS Data Warehouses
Systems
Data Marts
Essbase
Exadata
Dimension
Management
OLAP
Packaged
Sources
Applications
Unstructured &
Semi-Structured
Predictive
Analytics
Excel
Business
XML/Office
Processes
(Oracle, SAP, Others)
The diagram
helps but where
are the product
names?
Oracle’s Enterprise Performance Management System
BI / EPM
Applications
Oracle Business
Intelligence Applications
(OBIA)
Planning &
Forecasting
Strategy
Management
Financial Close and
Reporting
Profitability
Management
BI/EPM
Platform
Query &
Interactive
Hyperion
Planning Dashboards
Analysis
Crystal Ball
Data
Sources
BI Server
Scorecards
Hyperion Financial
Management (HFM)
Hyperion Close
Management (HCM)
Common
Hyperion Disclosure
Management (DM)
OLTP & ODS Data Warehouses
Systems
Reporting &
Publishing
Data Marts
CRM
Analytics
Hyperion Strategic
Finance (HSF)
Office
Search
Integration
Industry
Analytics
Oracle Business
Intelligence Enterprise
Edition (OBIEE)
Smart View
Embedded
Mobile
Financial Reporting
Detect
& Alert
Hyperion Profitability
Cost Management
(HPCM)
Enterprise Information Model
Essbase
Exadata
ERP
Analytics
Dimension
Management
OLAP
Packaged
Sources
Applications
Data Relationship
(Oracle, SAP,(DRM)
Others)
Management
Predictive
Analytics
Unstructured &
Semi-Structured
Excel
Business
XML/Office
Processes
Crystal Ball
Supporting Cast: ODI, FDMEE, EPMA, LCM, Shared Services
Unparalleled Reporting and Analysis with
Essbase
and
Oracle Business Intelligence Enterprise Edition
(OBIEE)
Combined called
Business Intelligence Foundation Services
(BIFS)
9
Essbase







Multidimensional cubes / OLAP
Multidimensional view of data through
dimensions
 Common grouping or hierarchy of
master data
 Organization, Product, Accounts
Aggregates / upper level members are
calculated and stored or dynamically
calculated upon retrieval
really fast Analysis
Block Storage Option (BSO)
 Write back any level
 Powerful Calculation engine
Aggregate Storage Option (ASO)
 20+ dimensions, Millions of members
 Write back level zero
New Hybrid cube combine BSO and ASO
JAN
LA
SALES
ACTUAL
500
JAN
SF
SALES
ACTUAL
250
JAN
PHX
MARGIN BUDGET 180
FEB
LA
SALES
FEB
SF
MARGIN ACTUAL
BUDGET 300
400
WEST
Actuals
Sales
Budget
Margin Sales
Margin
L.A.
S.F.
PHX
DEN
10
Finance Outline
Medical Outline
Smart View






Common Microsoft add-in for Oracle
BI technologies
Integrate Oracle EPM System data to
Word, PowerPoint, Excel, and
Outlook
Supported Smart View sources
include**: Essbase, Financial
Management, Planning, Enterprise,
Financial Reporting and soon* OBIEE
Perform analysis and create highly
formatted reports
Plan in Excel
Often used by power users and
analysts who like to work in the Excel
interface
** Other EPM sources are also supported like HPCM, Crystal Ball
Retrieving data with Smart View
Oracle BI Server – Engine of OBIEE 11G






Scalable, efficient query
and analysis server
Provides integration of
many sources
Intelligent caching services
Calculation and integration
engine
Intelligent request
generation and optimized
data access services
Three layers
 Physical
 Business Model /Mapping
 Presentation
OBIEE Web Client / Analyses
 Front end to the
OBIEE suite
 Adhoc reporting
interface, pivot,
charts
 Point and click
 Save organize and
share
 Sources data from
the OBI Server
 Used in Dashboards
 Used to be called
Answers
Dashboards
 Part of the OBIEE
suite
 Fully interactive
graphical
dashboards
 Real time data
across enterprise
sources
 Point and click to
create and use
 Guided analytics –
intelligent links to
aid users in their
investigations
Mobile OBIEE
•Copyright © 1997-2011 interRel Consulting presentation. All rights reserved.
Financial Reporting
 Module primarily utilized
for highly formatted
financial and operating
reports against Essbase,
Planning, and HFM
sources
 Create books and batches
 Schedule process
 Integration with Office
using Smart View
 Strategic direction for
Oracle
Comparing the Reporting Options
Financial
Reporting
Relational Data Source
EPM (Essbase, FM, Planning)
Data Source
Printable, Formatted Reports
and Books – EPM Source
Adhoc Analysis – Relational
Source
Adhoc Analysis – EPM Source
Dashboards – Relational Source
Dashboards – EPM Source
Mobile Support
Strategic Direction
Smart View
OBIEE
Exalytics In-Memory Machine X2-4
Oracle BI
Foundation Suite
TimesTen for
Exalytics, In
Memory Analytics,
Memory Optimized
Essbase
Hardware
Drill Through Alternatives
Essbase
Studio
Linked
Reports in
OBIEE
FDMEE
Drill to “anywhere”
Link to detailed reports,
passing context
Drill to FDM or ERPI
source
Accessible Smart View
only
Accessible in OBIEE
only
Accessible in SV and
FR
Drill on members &
data
Federation limitations
Detail must exist in
FDM repository for
FDM
Essbase Only
Detail must be modeled
in BI Server
FDMEE lcense
required
The Basics
interRel Consulting
The Oracle EPM Apps
Hyperion Financial Close Solutions
24
Financial Consolidation
Calculate data
Load and
add data
Run and publish
financial reports
•Holistic approach
•Address the “time killers”
•Include unstructured information
•Keep transaction systems closed
•Controls
Lock data
Adjust data
Translate
& Consolidate
Approve data
Hyperion Financial Management (HFM or FM)
 Leading financial
consolidation and
reporting application
 Audit trails and
workflow
 Versatile scenario
management
 Smart dimensionality
 ERP integration
 Includes features for
intercompany
eliminations, multicurrency
translations, and
minority interest
calculations
Financial Close Management (HCM)
Start to finish from Sub ledger close through filing
Process Monitoring
Financial Calendar
Account Reconciliation Management
Single Task List
Automated workflow
Email/calendaring
with Outlook
 Visibility
 No more manual processes
 Manual spreadsheets
 Email
 Account reconciliations
 Task Management







Disclosure Management

Manage and create critical
documents (e.g. Debt covenants,
10Q/K, Board package)




No need for third party filers for
XBRL
MS Office centered – Word for
authoring
Hot link to EPM apps
Multiple report formats
 Word, HTML, PDF

Embedded XBRL Reporting
Capabilities





Based on Ubmatrix technology
Report tagging – MS Office or FR
Metadata tagging – FM, Planning, EPMA, and Essbase
Taxonomy management ; support for multiple taxonomies
Instance documentation creation and validation
Oracle Financial Management Analytics (OFMA)
 Pre-packaged, prebuilt OBIEE dashboards and reports for
HFM
6 Things Hyperion Financial Close Solutions Will Make Easier
1. Financial consolidation from multiple GLs
2. Currency conversion
3. Intercompany eliminations, adjustments, and
reconciliations
4. Financial reporting compliance
5. Internal and external report generation
6. Mergers and acquisitions
The Oracle EPM Apps
Hyperion Planning
31
The Enterprise Planning Process
Strategic Planning
Long
Range Plan
Annual Plan
Treasury
Strategy
Forecast
Major
M&A
Investments Divestures
Specialized Department
Planning
Planning
Operational Planning
32
The Solution - Hyperion Planning
 Centralized, Webbased planning,
budgeting, and
forecasting solution
 Workflow and
process
management
 Flexible modeling
 Powerful reporting
and analysis
 Business Rules
 Task Lists
33
The many faces of Planning







Planning (bog standard)
Workforce
Capital Asset
Project Financial
Public Sector
Financial Services Balance Sheet
Crystal Ball aka Predictive Analysis
34
Process Management
 Review and
approve plans
 Facilitate
communication
across all
stakeholders
 Defined
promotional paths
and validations in
workflow
 Simple to complex
process flows
35
Planning & Budgeting Cloud Service (PBCS)
•
•
•
•
•
Fully Functional Hyperion Planning within EPM Workspace
Financial Reports and Web Based Planning
Data Integration Using Flat File loads from On Premise
Smart View, Financial Reports Studio and Predictive Planning using
local client connecting into PBCS
Lifecycle Migration
• Application migration from On Premise Planning to Cloud and visa versa
• R11.1.2.2 Application migration from on-premise Planning to Cloud
* For Classic Mode only
Deployment Options
Approach
Development
System
Production
Deployment
Pure Onpremise
On-premise
On-premise
Pure Cloud
Cloud
Cloud
Hybrid
Cloud
On-premise
Hyperion Planning is just too expensive
• Planning on the Cloud reduces overall costs
• No servers necessary
• No IT support required
• Business driven support and resources
• Immediately start implementing
• Consider limited investment to create prototype project to see your planning
process in action
•
•
•
•
Work with partners to implement first phase in 8 weeks
Grows with the business
Accelerates time to value
Limited size and functionality
Mobile
•
OBIEE 11.1.1.7 / Financial Reporting 11.1.2.3
• Information Consumption
• Financial Reporting mobile browser support – EPM
and Fusion
• BI Apps for EPM (e.g. OFMA) using current and
future OBI Mobile products
•
EPM 11.1.2.3.500
•
•
EPM Workflow/Approvals Mobile App: Purpose-built
mobile app, addressing approval workflows across
Planning and Financial Close (Planning, HFM, Tax
Provisioning)
Hyperion Planning: Fully functional browser experience
optimized for tablets, for 90% of all end-user functionality
The Oracle EPM Apps
Hyperion Strategic Finance
40
The Enterprise Planning Process
Strategic Planning
Long
Range Plan
Annual Plan
Treasury
Strategy
Forecast
Major
M&A
Investments Divestures
Specialized Department
Planning
Planning
Operational Planning
41
What is Hyperion Strategic Planning
 Integrates and
consolidates financial
forecast models among
your corporate planning,
business development,
treasury, and investor
relation groups
 Merger and acquisition
analysis
 Strategic planning
 Equity analysis
 Deal underwriting
 Portfolio analysis
Top down
target setting
Contingency
Planning
Strategy
Screening
Covenant /
Ratio
Analysis
Funding
Alternatives
Rating
Agencies
M&A
Valuation
Analysis
Major Capital
Investments
Divestitures
42
The Oracle EPM Apps
Hyperion Profitability and Cost Management
43
Hyperion Profitability and Cost Management
Pre-Built Hyperion Application
•
Handles all the allocations for you
•
100% Graphical
•
Easy to modify profit calculations
•
Built in audit trails – see how the allocations were done
HPCM is not an IT tool.
HPCM is a user-driven profitability and cost
management application!
Business user creates, updates and
maintains profitability models.
Micro-costing module available for detailed
analysis
No need for an IT person to create models.
The Supporting Cast
46
Essbase Studio









Create, deploy and maintain
cubes
Unifies many sources for
modeling
Support for 11 features like
varying attributes and text
and date lists
Catalog browsing and
exploring
Manage change through
impact analysis and artifact
lineage
Graphic modeling
environment
Drill Through
Role based security
Improvements in
architecture (parallel loads,
optimized for Teradata TPT
API)
Metadata Management
interRel Consulting
Enterprise Performance Management Architect (EPMA)





Administers Metadata across Hyperion applications
Share and import business dimension (or subsets)
Build, validate and deploy applications
Application Type specific properties
Available Application Types





Hyperion Financial Management
Hyperion Planning
Essbase ASO and BSO
Hyperion Profitability and Cost Management (HPCM)
Generic (Template)
49
Data Relationship Management
 Part of Data Management Services
 Allows business users to manage master
data (dimensions, hierarchies, etc.)
 Provides
 audit controls and accountability
 across all systems
 management and automation of
business rules
 Validations and verifications hierarchies



Reference
map data
Business
user
Manage
change in
master
data
Manage
centrally
Packaged
solution
Improve your change management process and communications
Quickly remap historical data on demand
Deliver Web-publishing, -viewing, and -download capabilities
50
Do I need DRM? Yes, if …
 Business users need to
manage dimensions
 EPMA is limited to
Hyperion
administrators only
 Master data integration
across external systems
 ERP (SAP, Oracle
Financials,
PeopleSoft)
 ETL
 Data warehouse
 Need custom business
rules and verifications
 DRM can interface to
EPMA
EPMA
DRM
51
Load Data
interRel Consulting
What is Oracle Data Integrator (ODI)?
 Data movement
 Integration tool used to move and transform data across
systems
 Replaced HAL
 Processes are based on metadata of existing systems
 Only metadata is stored in ODI, not data
How is ODI used with EPM applications?
 Transfer metadata and data between source and target
systems
Planning
Essbase
 Build dimensions
Metadata
discovery
 Extract data
& model
 Load data
creation
 Translations
Load data
 Automation
HFM






Load
Metadata



Extract
data



Extract
metadata



Other
Refresh to
Essbase
Calc, post
and pre
MaxL
scripts
Consolidat
e
Financial Data Quality Management (FDMEE)
 ETL for the business user
 Automates the collection, mapping, verification and
movement of data
 Validation and process check points
 Auditing, logging, process management information
 Collects, transforms, and validates data
 Verifies mappings and data intersections
 Archives supporting documentation
 Drill back from FM, Essbase, Planning to source
details in FDM repository
How is FDMEE different than ETL
(Extract, Transform, and Load tools)?
 FDM is a packaged solution
 Business user maps data
 Audit Trails
 Validation of load
 Drill back to source
 ETL tools are more generic
 You can build the most of the same functionality delivered
in FDM
 But you have to build it…
 Which may cost more, take longer, and require more IT
involvement
 As always, requirements drive product selection
Foundation Services
interRel Consulting
Foundation Services
 Shared Services
 User Provisioning (Security)
 Consistent installation and configuration interface and
process
 Life Cycle Management
 Calculation Manager
 Session management
 Authentication and authorization
 Repository services
 Logging and usage
•58
•Copyright © 2007 interRel Consulting presentation. All rights reserved.
Foundation Services in Oracle EPM System
Foundation Services – Supports the
Hyperion products
EPM Workspace
Performance Management
Applications
BI Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Data Warehouse
Systems
Data Mart
OLAP
SAP, Oracle, Siebel,
Excel
Business
PeopleSoft, Custom
XML
Process
•
Life Cycle Management in Shared Services
 Provides a consistent application migration
 Integrated into Shared Services Console
 Ability to do migration
 Live
 Scheduled
 Selected artifacts
 All Artifacts
Questions?
Thank you!!
61

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