hyperion data relationship manager (drm) - next meeting · 3 business case -entity hierarchy mgmt...
Post on 18-Jun-2018
227 Views
Preview:
TRANSCRIPT
2
DRM at Cash America
• Overview
– DRM Version: 11.1.2.1 and 9.3.1
– Environment: Production, QA, Dev
• Why?
– 9.3.1 was installed first and was used to solve our hierarchy
maintenance issues with our Entities dimension.
– 11.1.2.1 was installed on a fresh machine and we used it to solve
our hierarchy issues with our Accounts dimension.
– Migrating Entities to 11.1.2.1 keeps getting pushed back in favor
of other priorities
3
Business Case - Entity Hierarchy Mgmt
• Management Reporting Team (within Finance) is
responsible for managing Entity Alternate Tracks (i.e.
Responsibility Track, Geography Track, etc)
• Legacy process highly manual and prone to errors:
– Mgmt Rptg Team using a QA Essbase cube for managing
hierarchies
– Validating in Excel using Lock and Sends
– Asking IT to copy from QA Essbase cube to Production cubes on
monthly basis
• We needed something automated that could become the
system of record for these Hierarchies that many other
Cubes/Rptg sources could benefit from
4
Business Case – Account Hierarchy Mgmt
• Management Reporting Team has a legacy application for
mapping internal Chart of Accounts into External Account
structure
• Chart of Accounts and Mapping has been simplified over
last five years and legacy application is becoming overkill
• Business needs a way to make the External Account
Hierarchy available to more cubes
5
DRM Solution
• Source Primary Hierarchy from ERP (Lawson) – store in
DRM as read only
• Management Reporting Team maintain “Alternate
Hierarchies” using DRM as a front end tool
• Team can also maintain Essbase properties, UDAs and
even formulas
• Validation reports can be run to look for common errors
• Hierarchies export daily from DRM to relational “staging
table”
• One source for cubes to build from
6
DRM Flow Diagram
Data
Warehouse Text FileDRM
Temp
Hierarchy
DRM
Main
Hierarchy
Staging
Table
Prod
Cubes
QA
Cubes
Lawson DRM Server DRM Internal
Schema
Essbase
Users
7
Lawson to DRM Server
• A Windows .BAT script executes a SQL query to generate
text files with Entity and Accounts hierarchies.
• Script also adds header and footer records needed for
DRM Import in next step
• Need manual entries in main hierarchy? Also can be
added here.
8
DRM Server to DRM
• DRM comes with a DRM batch command line client
(drm-batch-client.exe) and we can feed a config file to this
to import our metadata text file into DRM
11
DRM – Why Temp Hierarchy?
A DRM import must be done to a brand new hierarchy. You
cannot import into an existing hierarchy.
This necessitates the step of “blending” which takes
hierarchy A and blends its differences into hierarchy B.
At Cash America, once we blend our temporary hierarchy
into the current primary hierarchy, we delete the temporary
hierarchy.
12
DRM Flow Diagram
Data
Warehouse Text FileDRM
Temp
Hierarchy
DRM
Main
Hierarchy
Staging
Table
Prod
Cubes
QA
Cubes
Lawson DRM Server DRM Internal
Schema
Essbase
Users
17
DRM Flow Diagram
Data
Warehouse Text FileDRM
Temp
Hierarchy
DRM
Main
Hierarchy
Staging
Table
Prod
Cubes
QA
Cubes
Lawson DRM Server DRM Internal
Schema
Essbase
Users
21
DRM – Publish Flags
Our alternate hierarchies have custom Boolean properties we call our
“publish flags”. Before our script will export these hierarchies to QA or
Prod, we check to see that the flag is set to True. This allows users to
work on them without affecting cubes and then, when ready, to first
update QA only.
DRM Benefits at Cash America
• Allows the Business users to build alternate hierarchies
outside of EAS and validate against the main hierarchy
systematically
• Allows the Business users to manually control certain UDAs
whose associations IT used to keep updated in text files
• Users can experiment with the hierarchy in different ways,
validating each one, prior to deciding which one to publish
to the EDW/cubes
22
DRM 11.1.2.3
New features we’re looking forward to:
• Workflow
• Scripting with JavaScript for derived properties and
validations
• Imports from relational tables
23
top related