2. Hyperion Planning and Essbase
Table of Contents
Essbase Definition ................................................................................................................................................................................................. 3
Hyperion Planning ................................................................................................................................................................................................. 3
Features ................................................................................................................................................................................................................ 4
Dimensionality ...................................................................................................................................................................................................... 5
Data Load .............................................................................................................................................................................................................. 6
Planning Forms and Data Input Templates............................................................................................................................................................. 6
Implementation Process........................................................................................................................................................................................ 7
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3. Hyperion Planning and Essbase
Hyperion Planning and Essbase
Essbase Definition
Oracle Essbase is the leading online analytical processing (OLAP) server available today. Oracle Essbase provides an environment for rapidly
developing custom analytic and enterprise performance management (EPM) applications that is managed by business users. Engineered for
scalability, security, and rapid-response, Oracle Essbase brings analytics to the business user and enables the business to quickly model complex
business scenarios. Through an intuitive interface, business users can manipulate large data sets to model complex scenarios, forecast outcomes,
and perform what-if analyses to identify trends and optimize business results.
Hyperion Planning
Oracle Hyperion Planning is a centralized, Microsoft Excel- and Web-based planning, budgeting, and forecasting solution that integrates financial
and operational planning processes. Oracle Hyperion Planning provides an in-depth look at business operations and its impact on financials by
tightly integrating financial and operational planning models. With Oracle Hyperion Planning, you can meet your immediate financial planning
needs while enabling a platform for future cross-functional expansion and automated process integration
Essbase is the backend engine for storing data for Hyperion Planning
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4. Hyperion Planning and Essbase
Features
Hyperion Planning Essbase
Centralized, web based solution providing excel interface for budgeting Powerful Analytic Engine to do ‘what if analysis’
and forecasting activities
Essbase as the backend to store the data -
Provides powerful Workflow including email notifications, alerts, and No such workflow is available
tasks lists to better control and manage the budget process
Provides Task lists which can be assigned to the team to manage the No task lists are available
budget process
Account annotations and supporting details functionality is available to No such functionality
provide justification on the budget numbers
Out-of-box functionality for workflow and capital asset is available No such prebuilt solutions available
System 9 workspace provide single web based interface to manage Essbase application is managed by a separate console which is also
planning and forecasting and associated financial and web analysis available on web but is not integrated with Hyperion Reports.
reporting.
Data load can be done through Planning Web forms No web based forms/templates available. Need to develop excel based
templates.
Security is role based
Security can be provided on Dimension Members, data forms, Security is role based
workflows and task lists
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5. Hyperion Planning and Essbase
Dimensionality
Hyperion Planning Essbase
20 maximum dimensions No limit
8 mandatory dimensions No limitations
1. Accounts
2. Entity
3. Period
4. Year
5. Scenario
6. Version
7. Currency ( only for multi currency applications)
8. HSP_Rates ( only for multi currency applications)
Maximum 5 types of Plan Type Plan Type corresponds to the db in Essbase Application
3 Genric PlanTypes
Reserved for Workforce Planning
Reserved for Capital Planning
Calc Scripts are available Calc Scripts are available for writing complex logic
Business Rules provide graphical interface to write complex business Not available on the excel templates
logic
User prompts are available in Business Rules No user prompts are available in calc scripts
-
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6. Hyperion Planning and Essbase
Data Load
Hyperion Planning Essbase
Dimensions
Manually through Planning Web GUI Manually through AAS Console GUI
ODI/DIM/EPMA/FDQM ODI/DIM/FDQM
Data Load
Manually via Planning Web Forms
Directly into Essbase using Load Rules Use Load Rules to load the data
ODI/DIM/FDQM ODI/DIM/FDQM
Using Offline Planning Forms through Excel using Smart View Need to build to the excel templates to load the data
Planning Forms and Data Input Templates
Hyperion Planning Essbase
Planning Forms are available over the intranet, thin client No centralized location for maintenance of the data input templates
Same Planning Web Forms can be made offline Always offline
Allows Complex Formatting Simple data inputs
Asymmetric Layouts are allowed Asymmetric Layouts are not allowed
Business Rules can be tied to the form Calc Scripts can be tied to the template?? -- probably NO VERIFY
User Prompts can be linked to the forms and business rules No user prompts are available
Visual cue is provided for the change of data -
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7. Hyperion Planning and Essbase
Implementation Process
Hyperion Planning Essbase
Design the Application in Planning Design Essbase Application
Build the Dimensions – mandatory 8 dimensions No limit
Test Data load using Load Rules or Smart View Data load
Build Web Forms Build Excel Templates – complex
Write Business Rules Write Calc Scripts
Create FR and
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