cdocumentsandsettingsjnorwooddesktopranzalessbasefinancialbistarterkit-090422105918-phpapp01.pdf

7/27/2019 cdocumentsandsettingsjnorwooddesktopranzalessbasefinancialbistarterkit-090422105918-phpapp01.pdf

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Oracle EssbaseFinancial BI Starter Kit

April 14, 2009

Dave Bundy Oracle BI SpecialistMike Killeen Ranzal Practice Director

Ranzal & AssociatesRanzal & Associates


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Agenda

Introductions

About Ranzal Oracle Essbase Overview

Finance BI Starter Kit Service Offering

Overview of Fusion Edition New Features

Optional - Fusion Upgrade Considerations

Q & A


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What This Presentation Will Not Be

Best Practices session See tips and tricks at the Ranzal Blog at

http://ranzal.worldpress.com Detailed review of Fusion release or upgrade

tips See our replay webinar at http://www.ranzal.com

Instead, we want to focus on: How to identify quick fixes for reporting and

analysis challenges in finance departments Share our methodology for leveraging OraclesEssbase to deliver the fix


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Regarded in the industry as one of the "BEST at leveragingOLAP technology to develop EPM Applications

Regarded in the industry as one of the "BEST at leveragingOLAP technology to develop EPM Applications

About Ranzal

Founded in 1996, Ranzal has implemented Hyperion solutions for350+ companies (600+ projects since the acquisition)

Oracle / Hyperion Certified Advantage Partner - Highest Status

Hyperion Americas Reseller Partner of the Year 1999, 2005 & 2007

Certified EPM Consultants & Instructors Vertical Expertise with High-Profile Clients from Coast to Coast

East Coast & West Coast Presence

Sound Project Methodology Insures Project Success Support Business Applications from start to finish

One of the Largest Hyperion Practices in the U.S. Best Planning & Essbase Practices with Best HFM Practice

Hyperion Development utilizes Ranzal for Planning, Essbase, HPCMand HFM product direction


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Applications & Industries

Our team has been involved in 700+ successful EPM Implementations Financial Consolidation & Management Reporting Budgeting & Planning Profitability Management Solutions

Business Intelligence and Data Warehousing Infrastructure Planning and Performance Tuning Business Process and Project Management

Strong client portfolio across leading Industry Sectors including Financial Services High Technology / E-business Insurance Energy / Utilities Retail / Consumer Packaged Goods

Distribution

Manufacturing Government Pharmaceutical & Hospital Other Hospitality / Travel / Entertainment

Certified consultants and instructors Hyperion Essbase, Hyperion Planning, Hyperion Financial Management, HPCM, Hyperion

Enterprise, Hyperion Strategic Finance, Hyperion BI+ (Web Analysis, Financial Reports,Interactive Reporting, Production Reporting), Hyperion Data Relationship Management,Hyperion Financial Data Quality Management, Data Services (including ETL, Warehousing)


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Oracle Essbase Overview


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What is Essbase?

Multi-Dimensional Database that serves as the platform for buildinganalytic applications Essbase Databases are often called Cubes

Cubes are defined by dimensions, which themselves are collections ofhierarchies and members

Engine optimized to support On-Line Analytical Processing (OLAP)as opposed to the more traditional transaction processing (OLTP)found in relational databases

Provides rapid response times for large volumes of users Proven Technology originated by Arbor Software in the early 90s Top 10 Technology from Info World Magazine along with Google, Blackberry, etc Often imitated, never duplicated

Strategic Component of the Oracle Hyperion Product Suite Engine Behind Packaged Applications such as Planning

Optimizer Behind Packaged BI Solutions Multi-Dimensional Data Store for Analytical Applications


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BUSINESS INTELLIGENCE FOUNDATION

Essbase BI Server Real Time Decisions

Common Enterprise Information Model

EPM Workspace

OLTP & ODSSystems

Data WarehouseData Mart

SAP, Oracle, Siebel,PeopleSoft, Custom

BusinessProcess

OLAP

Fusion Middleware

BI ApplicationsPerformance Management Appl ications

EPM Workspace

ExcelXML

HSF Planning HFMHPCM

* Slide courtesy of Oracle

Oracle EPM System*


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E s s b a s e

Why Essbase*



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A Best in Class OLAP Server*

Multi-source OLAPServer

What-if calculations

Multi-dimensionalallocations

Multi-user read/write

Financial intelligence



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Where does Essbase Fit?

Essbase has been involved in successful EPM Implementations Financial Consolidation & Management Reporting Budgeting & Planning

Is Essbase a data source or is it an application? Essbase has elements of both Potential Data Source for other Business Intelligence Tools Stand Alone Application to eliminate spreadsheet reporting

Is Essbase an IT product or a Finance product? Its both! If you look around an Essbase training class, you will see:

Someone from FP&A who is looking to use Essbase to get out of spreadsheet heck

Someone from IT who is looking at Essbase as an enabler of ad hoc, speed of thoughtanalysis against the data warehouse

An operations analyst looking for a way to build customized analytical apps A line of business power user looking to create dashboards


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Types of Essbase Applications

Analytical Applications Price-Volume-Mix Applications Profitability Management and What-If Scenario Modeling

Budgeting & Forecasting Consolidation Financial Close Support Contract/Lease/Loan Amortization Modeling Sophisticated Depreciation Schedules SOX compliance better than stand alone spreadsheets, not as good as

transaction embedded

Variance Explanation Stand Alone Business Intelligence Solutions

Self Service Dashboards and Management Reporting Limited IT Support and/or No Data Warehouse

Extending Investment in Existing Business Intelligence Solutions

Enabling speed of thought Ad-Hoc via Excel Providing Drill-Through to granular data Rapid Prototyping Tool for BI Implementations


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Financial BI Starter Kit


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The More Things Change,

The More They Stay The Same Essbase ("Extended Spread Sheet dataBASE) patented

by Arbor Software in 1992

Original premise for the invention of OLAP remains truetoday there is still a need for a solution that combinesthe raw material of a database with the value added

power of a spreadsheet

In other words Please get me out of theimporting/exporting, transcribing, formatting, cajoling

business and into the business of figuring out what isworking and what is not


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It takes me two days to get the file and then severalhours of formatting to make the reports look right.

How did you arrive at that number? My results aredifferent.

Put in a request for a new report NOW, we should haveit in time for next months meeting.

You want that analysis when? You do realize it is 4PMon Friday afternoon.

Youll know Essbase can help

if you find yourself saying


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Financial Reporting in Excel


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Other Current State Reporting Practices


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Essbase Has Out of the Box Features

That Make it Ideal for Financial Apps Support for Ragged Hierarchies (Accounts, Departments, Legal Entities) Support for Measures or calculated values in more than one dimension

Accounts (e.g. Gross Margin %), Scenarios (Budget Variance %)

Out of Box Time-Series Intelligence Support for Balance and Flow Accounts Automatic QTD, YTD, and HTD reporting

Out of Box Currency Conversion Modules Out of Box Expense Analysis - Favorable/Unfavorable Reporting Robust integration with Excel to support write back of budget, forecast and

statistical data, with cell level security to control access Comprehensive library of 350+ functions to support modeling and what-if

analysis Linear Regression, Statistical, and Allocation Functions

Support for Alternate Hierarchies and Custom Groupings

Same Store Sales Analysis Internal vs. External Views of Financial Data

Automatic restatements of data with hierarchy change


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What is the Finance BI Starter Kit?

Quick Win Implementation Methodology developed for finance departments to allowthem to solve tactical reporting and analysis needs.

Typical Deliverables: Software Installation/Configuration

Essbase Cube to support financial budget/actual data collection, standardized reporting,and speed of thought ad-hoc analysis Suite of Standardized Reports for Information Consumers Training for Power Users and Administrator Automated Text File and Excel Data Interfaces for budget and actual data Infrastructure, Application Design and System Admin Documentation

Key Benefits: Productivity less time spent preparing numbers, more time spent analyzing numbers Superior performance of reporting solution and easy office integration encourage power user

adoption Timeliness and Accuracy of the Data One Version of the Truth Insight into key drivers that effect financial performance Low Risk Entry Point into a more comprehensive EPM strategy

Expand with Hyperion Planning for generation of budgets and forecasts Expand with Hyperion Profitability and Cost Management for analyst driven customer, product, anddepartmental profitability results

Expand with OBIEE for operational dashboards and production reporting


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Detailed Elements of the Starter Kit

Hardware Recommendations Purchased from Hardware Vendor New License and Software Maintenance Recommendations Purchased from Oracle

15 User Essbase Licenses 15 User License for Financial Reports

Implementation Services Purchased from Ranzal Software Installation and Configuration in Two Windows Environments (Dev/Test and Prod) Design Session with resulting Design Document and Implementation Timeline Application Build

Provide File Formats and SQL templates for defining flat file extracts out of a variety of packaged GLs Build Dimensions and Hierarchies Load and Validate Actual data from GL

Load and Validate Budget/Forecast data from Excel Workbooks or separate GL ledger Implement Currency Conversion and Aggregation Calculations, and simple ratios/metrics Create up to 5 Standardized Reports Implement System Backups

Training Administrator Training Class for 1 User Financial Reports and Smart View Customized Training Class for up to 12 Power Users

Support for End User Testing

Rollout Support System Administration Documentation Administrator Knowledge Transfer Cutover to Production Environment


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LEGA

CY

DW

CRM

ERP1

2

5

7

6

3

4

8

Financial Starter Toolkit

Software ElementsFoundation Services EPMA3

4

6

7

5

8

Shared Services Security Life Cycle ManagementWorkspace Web Access Smartview for Office

1 Enterprise Data Sources

Applications Hyperion Financial Management Hyperion Planning- Addl: Capex, Workforce Strategic Finance Performance ScorecardBI Tools & Technology Essbase Financial reporting Web Analysis Production Reporting Interactive ReportingData Integration FDM (Upstream) HAL (Vignette) ODI (Sunopsis) DIM (Informatica)Master Data Management MDM (DRM)

Oracle EPM Offerings:

Fusion Edition includes:


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Financial Model Key Dimensions

Financial Cube Key Dimensions Account (Sales, Cash) Fiscal Period (Jan:Dec)

Fiscal Year (FY09, FY10) Scenario (Actual, Budget) Report Currency (Local, USD) Legal Entity / Company

Mgmt String Dimensions(Varies By GL)

Line of Business Geography Cost Center/Department

Profit Center/Product Line Project


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Typical Implementation Timeline and Staffing

Typical Engagement Timeline 8-9 Weeks

Order of Magnitude All-In Cost(Hardware/Software/Services) - $150K to $160K


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Optional Engagement Services

Drill Through to GL Transaction Details

What-If Scenario Modeling

End User Interactive Dashboards

Management Allocations

Additional IT Needs SSL Configuration

Disaster Recovery

Failover Installation/Configuration Training


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Elements of the Fusion Release


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Fusion Release

Version 11.1.x FKA Kennedy release or 9.5 Sometimes called System 11 Renamed and numbered to match Oracles naming conventions

Key Elements Simplified installation

From 250+ install screens to 27 Includes a validation option to check installation

Common Foundation Elements

Lifecycle Management EPMA

Essbase Features Essbase Server Essbase Administration Services Hyperion Provider Services Essbase Integration Services

Essbase Spreadsheet Add-In (Classic) Essbase Studio (New!)


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Lifecycle Management

Consistent, repeatable movement of apps,cubes, repositories or individual artifactsbetween dev, test, prod

User interface & command line capabilities

Auditing & application comparisons LCM is managed via Shared Services


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EPMA

Enterprise Performance ManagementArchitect (EPMA)

Central repository for metadata

Allows for quickly building out multiple

applications that share all or some parts of adimension


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New Features - Essbase

Varying attributes (Slowly changing attributes) Typed Measures Text or Date

Backup, Transaction logging and Replay ASO Features

Partial Data Clear Target of a Partition Write Back to Level 0

New Time Intelligence, Calc Script, and MDXFunctions

XOLAP (Relational Access) Integration with Life Cycle Management


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Varying Attributes


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Text and Date Measures


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Essbase Studio

Next generation of Essbase applicationbuilding and administration

Graphical modeling environment Integrate Cube creation capabilities of EIS

and EAS

Promote reuse and consistency Manage change through impact analysis and

artifact lineage

Update data source administration andaccess


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Upgrade Considerations


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Vernacular

Migration The process of moving an application from within the

same version from one environment to the another.(Development, Test, Production)

Upgrade Installing a later version of software and the process

of converting applications from earlier versions ofsoftware to later versions.

Upgrades typically involve a migration in order tofacilitate a parallel production environment whilst theupgrade procedure and testing occurs.


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Pre-upgrade Decisions

Supported Hyperion Upgrade Paths to Fusion 9.3.X, 9.2.X

Other . . . Yes, of courseRelational Storage

Version Change No Impact

Software Change Example - SQL to Oracle orOracle to SQL Impacts migration process

External Authentication Changes

Example - LDAP to MSAD? Change external authentication after applications are upgraded


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Essbase Upgrade

EAS Migration Wizard will Upgrade and Migrateobjects from Source to Fusion

Register applications in EAS for HSS(excepting planning)

Essbase.CFG Partitions NODENAME

BSO Logging and Recovery

TRANSACTIONLOGLOCATION TRANSACTIONLOGDATALOADARCHIVE


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Legacy Spreadsheet Add-In

Support for MS Windows SP3

Office Compatibility Compatible with Office 2007

Does not support Office 2007 Tiles

Presentation as opposed to Smart View Consider transitioning Spreadsheet Add-In

VBA to Smart View


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Upgrade BI Plus (Reports and Analyzer)

Pre-System 9 Reports Migration Utility Migrate Groups, Users, and Report Objects

Object Access Rights stay attached to reports Provisioning migrated to HSS

System 9 Migrations to Fusion Export and Import Objects

Consider Importing POV and Pre-setPreferences


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To schedule a live demonstration,contact Mike Killeen

at [email protected].


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1996 350/600

Partnership

Focus Methodology

Services Customers

People

Mike Killeenike Killeen [email protected]@ranzal.com Mija Deeringija Deering [email protected]@ranzal.com

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