ODTUG Kscope12 - Kscope12

This case study is a step-by-step look at how a global retailer implemented ODI to automate Hyperion tasks. The session will review how ODI can automate tool sets—i.e., EIS by command line, and show how ODI can be used to trap and respond to errors. This presentation will also walk through different ways ODI was used at the global retailer, showcasing how TopDown implemented some of the automated processes. And, it will include tips and tricks for implementing and using ODI. The case study will also explain how the Web interface for ODI makes it available to broader users so it is no longer an administrator tool.

This session will cover the following topics: Infrastructure Skill Sets Sizing Tips Virtual vs. Physical Monitoring and Maintenance Troubleshooting.

Ever wonder what the performance difference on the same hardware is for a Physical Server vs. Virtual or Linux vs. Windows? This presentation will break down benchmarks and lessons learned using a hardware test bed having six cores, 24 GB RAM, and RAID 10 directly attached disk in four configurations.

Take your MDX skills to the next level during this session where experts help you get beyond MDX 101.

You've learned about all the tools that enable Hyperion tools and Essbase to work, and how to build some beginning databases in the technology. Now it is time to learn the true power of the Hyperion technology--ad-hoc data analysis. Assuming that the database has been built properly, ad-hoc analysis can offer tremendous insights into the business within minutes of a data request.

The paradigm has switched and the Essbase Aggregate Storage Option has become the first choice when building Essbase analytic applications. In this introductory session the Aggregate Storage Option (ASO) will be introduced and explained with highlights on features and functionality that differ from the classic Block Storage Option. Additionally, the MDX language will be introduced and discussed as a tool to build complex calculation functionality into ASO applications along with the ability to query data from Essbase applications (ASO + BSO).

EPM 11.1.2.2 represents the next evolution of the Oracle EPM Suite. This release contains a lot of new exciting functional features, but also some changes to how the application works under the covers. This presentation will highlight those changes and emphasize how they relate to previous releases. In addition information will be given on the installation, administration, and diagnostic changes.

Most Essbase developers learn some useful 'rules of thumb' to throw a working BSO database together. This session will start with a detailed discussion of the technical considerations underlying those rules, before moving on to tackle some perennial BSO problems: handling dimensions that change over time, making the best use of advanced features such as partitioning and varying attributes, selecting the appropriate 'Time' configuration, and ensuring that your databases take full advantage of Essbase's parallel processing capabilities.

Even the most elegantly designed cubes are of limited use without some data - and a mechanism for getting it back out again. Essbase provides a broad range of more and less widely-used techniques for data loading and extraction; making the best selection for your projects requires an understanding of the options. This session will provide a review, including real-world usage, technical / performance considerations, ASO- or BSO-specific issues, and sample code to facilitate further exploration.

Don't gamble away your investment in Oracle EPM technology by failing to put the right Hyperion support team in place. Developing a support roadmap and identifying the proper structure and skillsets of your team is key in managing a successful enterprise environment, especially in these times of limited technology budgets and personnel. This presentation will discuss typical obstacles and challenges our clients have encountered while supporting an Oracle EPM Suite 11.X environment. In this session, several key considerations for developing a winning support team will be discussed. You don't want to miss this presentation if you are in finance or IT management and are responsible for EPM at your company!

V11.1.2 introduces some significant changes to the Oracle EPM environment, not the least is the use of WebLogic as the default application server. This session is designed for those lucky souls who get to install, configure, backup, and maintain Oracle EPM V11.1.2! This session will discuss the steps it took to upgrade Hyperion Planning 11.1.1.2.0 rather than reimplement in a distributed Windows environment, provide you with tips to make your upgrade successful, and highlight traps to avoid. The session will also highlight some key functional improvements.

With the continued adoption of EPMA (Enterprise Performance Management Architect) and DRM (Data Relationship Management) in the current releases of System 11, the area of master data management has become a business and technological battleground. This has manifested itself in the form of misconceptions about both EPMA and DRM. The presenter has worked with customers and introduced a set of best practices that simplify hierarchy and application management beyond what each tool can do by itself. The solution architecture can be extended to add dedicated management layers for each new application or completely separate instances of EPMA with minimal development effort.

Two key parts to the solid foundation of an agile EPM system are data integration and data quality. Based on the nature of those two, IT and business always have to work things out together. Oracle presents two solutions: Financial Data Quality Management (FDM) is branded for Business and Oracle Data Integrator (ODI) is in the IT domain. Both are great tools. Learn when to use which one, or when to use both and how to integrate them seamlessly to create an on-demand process endorsed by IT and driven by the business.

Oracle Data Integrator (ODI) is a powerful data integration suite which allows you to build integration processes with enormous productivity gains over conventional tools of the same breed. In this session, you will gain insights in how ODI works and what you should consider to build master-class integrations. Learn about tricks and tips on architecture, Knowledge Module optimization, migration, flexible load processes, and many other areas that your organization should be aware of when working with ODI.

One of the great recently added features of the Oracle EPM Suite is Life Cycle Management (LCM). LCM is the first real offering from Oracle that allows one common interface to migrate (promote) objects between separate environments, such as development and production. In this session, Oracle ACE Director Eric Helmer introduces you to LCM in an in-depth under the covers look at what LCM is, how it works, and what it can do for your organization.

Everyone knows that bad data kills Essbase applications. But did you know that bad data can also kill careers, consulting engagements, and company-wide labor agreements? No one purposely builds a bad system, yet dodgy Essbase applications happen frequently. Why is the rule of high-quality data in Essbase honored more in the breach than the observance? This session explains the consequences of bad data, categories of data quality, and tools and strategies for ensuring that your Essbase database has the right data. A complete solution in ODI will show one path to salvation in the never-ending quest for quality data.

Danger awaits the Essbase geek who does not script. Danger in the form of errors. Danger in the form of boredom. Danger in the form of complacency. Scripting is the cure for those dangers. Good scripting practices and techniques convert Essbase administration tasks from potential career-killers to robust exercises of your geeky Essbase awesomeness. This session illustrates the techniques to master Essbase, get danger out of your job description, and free you up to do the really cool stuff.

As an Oracle Essbase/Oracle Hyperion Planning administrator, do you need to compare outlines between development, test, and production to quantify the differences? Do you need a method to know all members with a certain UDA, Attribute, etc? This hands-on session will demonstrate how to utilize Oracle Data Integrator (ODI) to extract the Essbase outline to a relational database table which can be queried. The session will then demonstrate a similar technique for Planning. ODI will then be utilized to determine differences in outlines between environments based on the context selected in ODI.

Pete Cammisa, Innovus Partners

The 11.1.2.1 version of Oracle Enterprise Performance Management offers several new features and utilities that will breathe new life into an organization's existing process automation. This presentation will dive into these features and provide the attendee with the knowledge necessary to integrate them into their existing process automation with minimal effort. Leveraging these new ideas, an organization can realize new efficiencies leading to a more stable environment and reduction in support overhead.

This session will be a panel discussion with Oracle leaders in EPM/BI development, product management, and strategy. Attendees will be able to ask questions of the panel across a wide range of topics.

So you have a giant cube with giant dimensions and giant data sets. No problema! ASO can do that. Drawing from experience with real clients, learn some simple tricks and some advanced techniques to maximize your ASO database performance. Do you have millions of members? Do you have billions of rows of source data? Do you have a huge server with lots of resources and vast Essbase potential? If so, this presentation is for you. From changing configuration settings to changing outline settings, if you want to get the most out of your large-scale ASO database, this is a must-see session.

Don't miss this important session that will share some of the best practices for designing and optimizing Essbase aggregate storage databases. The session will discuss ways to optimize dimension and hierarchy design, explain when to use stored and when to use dynamic hierarchies, provide creative ways to use the accounts dimension, compression, query tracking, aggregation hints, and more. Most of what you know of outline ordering and design is based on BSO databases, but this hour will specifically address how to build optimal ASO outlines.

This presentation will offer an overview of Disaster Recovery principles as they relate to Hyperion, both past and present. A comparative analysis will be presented showing examples of Disaster Recovery solutions for both pre-11.1.2 releases and the latest 11.1.2.x release.

David Collins, Ernst&Young

One of the biggest gaps in existing EPM platforms is the inability for the packaged workflow capabilities to dovetail easily into the existing business processes of an organization. What business wants is technology to enable them to perform their jobs easier and to allow them to control the process. What IT often wants is the technology to provide access to a broad array of capabilities without requiring expansive security access rights. This session shows how to leverage the capabilities of the Oracle Hyperion Workspace to bridge this gap. Attendees will learn how to enable focused, custom workflows EPM deployments.

FDM is a web-based data transformation and loading tool. It offers a centralized platform for collecting data from all areas of the organization and a standardized approach to data validation and loading. FDM has an interface that is geared towards finance and accounting groups. It allows end users to control how source data is mapped into target systems. It also provides a reporting portal and drill down capabilities to ease the data reconciliation process and features an audit trail that logs all system activity and stores all data files. FDM uses an adapter specifically designed to integrate Essbase and Planning with its data processing functionality. FDM is highly flexible and should be designed to ensure the integration with Essbase and Planning is in keeping with the desired workflow and other business requirements. Certain considerations should be reviewed including the user community, the frequency of data loads, data mapping requirements, calc script usage and methods, and, if applicable, whether an existing FDM workflow needs to be updated to accommodate an integration with Essbase and Planning. Additionally, there are technical requirements within the adapter and your servers that need to be met in order to ensure a successful integration.

Essbase ASO applications are great for pure reporting applications. Come see how you can take your existing reporting applications and run allocation calculations using the new calculation feature in Essbase 11.1.2.

Learn how to leverage Oracle Hyperion Data Relationship Management (DRM) in your EPM and BI projects. This session will review how to introduce a leading-practice approach to enterprise dimension management that will resonate with both business experts and IT staff, and which will simplify the deployment of your EPM and BI tools. This session will also show you how to plan your DRM project fully to leverage its benefits across the enterprise.

12+1 Rules to guide your ASO Designs. Previously unpublished information based on the statistics page; documentation; and gleaned from related patent filings; all distilled into 12+1 Rules to guide your ASO Designs. These Rules will ensure that your cubes perform maximally, require less Aggregation and have a minimal memory footprint. The 12+1 Rules emphasize the use “Stored Hierarchies” and include real world examples showing how to design around common requirements without using MDX and in conformance to the rules to truly let ASO be ASO. Compression and the impacts of using Attribute dimensions is also discussed. This info is found nowhere else except the new book Developing Essbase Applications: Advanced Techniques for Finance and IT Professionals. In short, this presentation moves from the most theoretical information about How ASO Works to the most practical Rules to allow you to Design for Performance.

Have you ever been challenged by your users to give them the ability, using Essbase, to: filter a subset of data at a lower level in a cube (i.e., "all SKUs with sales > $100,000 for customers in Europe"); aggregate that data; and present a ranking report for the top five product groups by market within Europe. Conventional wisdom is that this sort of dynamic dataset is possible in SQL, but not in MDX. This presentation provides a straight-forward framework for building a single MDX statement that can easily solve this style of reporting problem.

This will be a demonstration of techniques for making Essbase data submission less cumbersome for users while adding additional levels of data integrity. This process includes using API calls through a VSTO solution, applying business rules, dynamic roll up and managerial calc scripts, and audit logging. This allows users to submit thousands of data points (potentially at rollup nodes) using free form entry or standard templates. The presentation will show US Bank's solution using these universal techniques.

Edward Roske, co-author of the best-selling Essbase books ever written, has built over 500 Essbase cubes in his life. While the vast majority of those were wildly successful, this is not their story. In this session, you'll be hearing about the disasters, the mistakes, the things you should never do in Essbase that have made for some obscenely large, impractical, unworkable, and unusable applications. While your average session would cover all the tips, tricks, and best practices you should do, no one ever shows you what happens if you don't follow those optimizations. Give us an hour and we'll make sure you never look like a total Edward.

Abstract to come.

With Oracle Essbase being a key foundation product in both Oracle Enterprise Performance Management application and Oracle Business Intelligence, many new and exciting features are being added and enhanced. Attend this session to learn what was introduced in the last year and what you can expect from Oracle Essbase in respect to Standalone custom Essbase applications, EPM, Oracle Business Intelligence integration and Exalytics.

With the expansion of Essbase within the Oracle product line how might the future of Essbase look like is respect to possible use cases? Provide your insight and feedback in this interactive discussion.

Many people are discovering the power of Essbase CDFs. Sometimes the documentation and examples can be a bit confusing in describing this complicated process, leaving users to fend for themselves. Essbase Custom Defined Functions - Soup 2 Nuts will present the attendee with the start to finish process for creating and using an Essbase CDF. During the session, we will create an actual Java class. The process of manipulating the new Java class into a usable CDF will be demonstrated and discussed including coding, creating the jar file, registering the jar with Essbase using Maxl, and viewing the CDF in the Calc editor. Finally, we will actually use the CDF we just created in a calc script. The aim is for the attendee to come away from this session with the knowledge and information needed to successfully create and use their own CDFs.

David Longo, Accellent

This session will explore data management in a 11.1.2.1 multiproduct (HFM & Planning) implementation. The use of FDM w/ERPi to load EBS general ledger actual data to HFM will be highlighted, as well as how, and more importantly, why FDM was used to move data (Actual & Budget) between the EPMA enabled applications. This session will discuss the best practices for how the consolidation and elimination engine of HFM was used to complement the driver-based capabilities of Planning. Finally, this session will discuss using FDM to load history from Hyperion Enterprise when upgrading to HFM.

Are you about to embark on an EPM implementation or upgrade? You likely have identified that your biggest project timeline risk as data reconciliation/validation. In this session, learn how you can use your investment in FDM to mitigate this risk. See how a custom FDM solution has helped a number of EPM customers ensure that resources are freed up from the tedious data validation activities and are instead focused on value add activities such as testing functionality, building reports, or training end users.

EIS, EAS, EPMA, ODI, OBIEE, FDM, ERPI, EPMA, Essbase Studio, EIEIO (Oh wait, the last one is old McDonalds). There are so many tools out there, which one should you use? This session will explore the similarities and differences of the different tools and how to select which one to use in different situations.

HAL is circling the drain as our EPM solution for integrating EPM data. It is time for you to begin learning about the go forward strategy for Oracle EPM integration: ODI. ODI can interface hierarchies and data between source data systems and Hyperion Planning, Financial Management and Essbase, building dimensions, loading data, and extracting data. This session will introduce you to ODI and explain some of ODI's confusing terms like topology, data servers, logical and physical architectures, and knowledge modules.

This session will cover: ASO Primer (BSO vs. ASO); Dimensions and hierarchies; Stored vs. dynamic; Solve order; Outline verification; Some obvious (and not so obvious) mistakes and their solutions; Dynamic hierarchies; Calc on stored hierarchy; Brain benders; Nested dynamic calculations; Conclusions; How to avoid getting into these situations; How to get out; and Final thoughts and Q&A.

This session will cover: ASO Primer (BSO vs. ASO), outline optimization stored vs. dynamic hierarchies, formula optimization aggregations and views, overview developing aggregate view queries, pre-calculation conclusions, and Q&A.

Essbase is a key component in the Oracle Fusion Applications strategy. As the Oracle Fusion Applications are written in Java, it is clear the Essbase Java API plays an important role in Oracle's future. Attend this session and learn Essbase Java API tips and tricks from one of the world's experts in the Essbase Java API. The session will cover some of the common issues developers encounter when writing Java API applications, as well as tips on how to build and maintain dependable software that utilizes Essbase.

Rob Zwiebach, Oracle Corporation

Since the acquisition of Hyperion by Oracle, many Essbase professionals have wondered about the future of Essbase and how Oracle may leverage Essbase in its Fusion strategy. Wonder no more as Oracle has made Essbase a core component in its Oracle Fusion Accounting Hub. This session will explore the usage of Essbase within the Fusion Accounting Hub product and what it means for Essbase professionals. The session will also discuss integration of the Fusion Accounting Hub with HFM and strategies for deploying Fusion Accounting Hub over top of existing general ledgers including E-Business Suite, PeopleSoft, and others.

As the new ASO technologies come out with each release, it is increasingly difficult to find in-depth information on the features as well as functional examples of when and how to use them. This session will go into the details of when and how to use the new ASO slices. It will address the undocumented information of how these work and things that need to be considered as you make decisions. Code examples will also be provided on merging, loading, clearing, and agging when using slices.