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Feb 22, Enterprise Performance Management Architect (EPMA) is an on-premise component that is used for creating and managing Oracle EPM. Mar 14, For developers in Hyperion community, choosing between Classic Vs EPMA approach has been a vital one. This blog gives a brief insight to. Oct 9, This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this.

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Using EPMA for Managing Hyperion Planning Applications

Ensure that you convert Essbase from local authentication to External authentication. Also, one should not be changing the application directly within Essbase using EAS.

I am not sure whether it was because of my environment or because of the product itself. Planning in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions:. Doing this allows me to build up the accounts that will hold my actuals, budgets, forecasts and so on. The first System 9 version of EPMA made you define all dimensions as “shared”, which meant that you defined them in the “dimension library” within EPMA and then made them available for use by various applications, each of which then used the same dimension definition.

Feeds Slideshare Youtube Facebook Twitter. So, you would need a mandatory windows server to host this. This step is needed only if you have pre-defined members defined in the interface tables. So there you go.

Select the properties for the columns. Then edit this ASO application and create the dimensions and the corresponding members as shown below After this step, go to shared services and ensure that the user with which you have logged in as has the necessary privileges to access Essbase.

Unlike the Outline Load Utility which uses one format, input files for dimensions into EPMA use another, and after a bit of experimentation I got one together that firstly defines the dimension that we’ll be importing, then the list of dimension members, then the hierarchy within the dimension. Doing a data load in this way is pretty straightforward though, you can for example select the dimension in Essbase Administration Services, right-click on it and select Load Data, then point it towards the file containing your data.

Planning acts as a wrapper around Essbase and manages dimensions etc within its own repository, publishing these to the Essbase server when you deploy a Planning application. It is used by organizations to plan and budget within their organization, and where it differs to ordinary Essbase is that it’s a packaged application designed to do one thing planningrather than being just an OLAP server or a toolkit like Java.


In the screenshot below, I’m adding a child member to the Accounts dimension:.

This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this “Planning” application works; how does its architecture look, what are the typical development tasks that are epms with it and how do you get data in, and out of it. Planning as I said stores its planning data in Essbase, additional supporting metadata in relational tables, and can take oeacle from applications, data warehouses and master data management tools, or from files and other structured data sources.

View all Infosys blogs. Safe Harbour Provision Trademarks Sitemap. Managing metadata is easier. Note the option in the above screenshot to “auto-create local dimensions”.

As well as creating the standard dimensions, I also wanted to create a custom, “product” dimension to allow me to plan across my product line. I have covered 7 of the above 8 in prior blog entries. Then, in a process familiar to Warehouse Builder developers, you sample the file and go on to specify which dimension each file field refers to.

You are commenting using your Facebook account. Before you orqcle start working with forms though, there’s one more task to do – to load the data i. You are commenting using your WordPress. For me though, I created my application using the standard dimensions and in shared mode, choosing to create period and year ones at the same time.

Once the application is loaded, you start by defining a new External File Definition or a Data Interface Table Definition, if you are bringing data in from interface tables. For HFM, metadata can be managed oacle dimension library as compared to classic where metadata has to be exported using HFM client and then imported again after making changes.

What should you look at when you decide to leave the ground and fly with cloud? Then once the file definition is complete, you then use the tool to define a new “data synchronization”, which maps the incoming fields to the dimensions in your application, with the remaining field containing the data for the specified account.

So how do you get large amounts of dimension members into a Planning application when you are using EPMA? Data in Planning breaks down into two main areas; dimension data, such as entity, period, scenario and ones that you define yourself, and data, the actual numbers actuals, forecast, budgets that you load into epmma database.

Using EPMA for Managing Hyperion Planning Applications

Repeating this for Version and Oracl allows kracle to quickly add the members for these dimensions, and even Entity is ofacle as there are only a few territories where my company is operating. The first hurdle with this is that EPMA needs Microsoft Internet Information Services to run, and so I dug out the Windows CD and installed it feeling a bit dirty in the processthen got all the services up and running.


Leave a Reply Cancel reply Enter your comment here It’s also worth thinking about how EPMA might work going into the future – will Essbase dimensions continue to be managed using this tool, could there perhaps be some merging between the Semantic Model that OBIEE uses, will we ever get to that nirvana where we have one repository, one dimensional modeling tool, one set of metadata for all our Oracle Bi tools?

If you are starting oraclle scratch then this is not needed. You can leave a responseor trackback e;ma your own site.

Planning in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions: Getting the initial data ready for Planning is actually a two stage process; firstly, you usually want to load some initial data in, and then secondly you process, calculate and otherwise manipulate this data to allocate, for example, top-level budget figures down to individual departments based on headcount, which in oracpe planning applications you’d do using Hyperion Business Rules and in EPMA-managed ones, you’d use the Calc Manager.

Entityfor organizational units, countries or similar current calculations are based around these Scenarioso that you can pracle different types of plan or planning methods Versiontypically top-down or bottom-up, but also allowing you to split plans into public ones and ones for internal use Periodsuch as financial period, month, financial quarter etc Year typically split from period to make plans easier to work with Accountthe measures in the plan such as profit, margin, costs etc In addition, ep,a can define your own dimensions to allow you to budget by product, for example.

Having said that, its features and also the concept of common metadata management are really good and of course with more usage i am starting to like this more and more. Once the file is imported and then processed, you can then check back into the EPMA Dimension and Application libraries to see the newly created dimension members and hierarchy.