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FDMEE Can Do That?

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FDMEE Can Do That?

  1. 1. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  2. 2. Celebrating twenty years of Integrated Business Analytics Solutions ENTERPRISE PERFORMANCE MANAGEMENT | BUSINESS INTELLIGENCE | BIG DATA FDMEE Can Do That? Tony Scalese – Practice Director, Edgewater Ranzal ENTERPRISE PERFORMANCE MANAGEMENT | BUSINESS INTELLIGENCE | BIG DATA
  3. 3. 3 About Edgewater Ranzal and Tony Scalese FDMEE – A Brief History FDMEE Leading Practices for Essbase & Planning Integration Enhancing E&P Integrations Common Misconceptions What FDMEE Doesn’t Do (or Do Well) What’s Coming Agenda
  4. 4. Who We Are Edgewater Ranzal is a full-service Oracle Platinum Consulting Partner with premier services in North America and regional offices in the United Kingdom We deliver Business Analytics solutions that include Oracle Enterprise Performance Management (EPM) Business Intelligence (BI), and Big Data (BD) technology. Our multiproduct focus offers domain expertise and technical leadership using the Oracle Product Suite We have industry expertise and specializations to help us deliver end-to-end solutions for each client’s business needs 4
  5. 5. Our Services Financial Close & Consolidations Business Intelligence/ Big Data Enterprise Planning & Analytics Data Integration Services Training & Support Services Advisory ServicesInfrastructure Costing & Profitability Mgmt Business Intelligence/Big Data • Scorecards & Dashboards; Mobile Delivery • Prepackaged Analytic Applications (OBIA) • BI Foundation (OBIEE / Essbase) • Financial & Operational Analytics • Reporting & Publishing • Big Data • Information Discovery (Endeca) • Business Intelligence Cloud Service (BICS) Financial Close & Consolidations • Legal, Segment, & Mgmt Reporting • Financial Performance & Close • Optimization & Performance Lab • Tax Provisioning • Regulatory Requirements Data Integration Services • ERP Integration • Financial Data Management • Data Warehousing • MDM & DRM • ETL Services and Automation Infrastructure • Hardware Sizing, Installation, & Configuration • Exalytics Benchmarking • System Monitoring, Backup, & Disaster Recovery • Upgrade & Migrations Advisory Services • Project/Program Management & Process Change • EPM & BI Road Maps Training & Support Services • Standard & Custom Training • Virtual Classroom • Multimedia and UPK • Service Level Agreements • Managed Services & Hosting • Performance Engineering Enterprise Planning & Analytics • Strategic Planning (HSF) & Modeling • Planning, Budgeting & Forecasting • Workforce, Capital, & Project Financial Planning • Public Sector Planning • Cloud Services Costing & Profitability Management • HPCM Standard & Detail Models • Waterfall Allocations • Shared Service Charges • Activity Based Costing • Customer, Product, Segment & LOB Profitability 5
  6. 6. About Tony Scalese Integration Director at Edgewater Ranzal Team of 18 integration specialists focusing primarily on FDMEE, ODI & DRM Team includes former Oracle support and development team members More than 16 years in the Oracle Hyperion Suite Former administrator of Hyperion Enterprise, Pillar and Upstream Weblink Nearly 10 years of consulting experience Certified in various Oracle Hyperion technologies Partner closely with Oracle Development and Product Management Oracle ACE recognized for contributions in the BI track which includes EPM Blog at http://www.fdmeeguru.com and http://classic.fdmguru.com Recently published a book The Definitive Guide to Oracle FDMEE 6
  7. 7. 7 Upstream launches as “desktop” application to load data to Hyperion Enterprise in 2000 Upstream Weblink introduces web based client-server capability in version 7 Upstream acquired by Hyperion, rebranded to Hyperion Financial Data Quality Management (FDQM or simply FDM) – System 9; Upstream was version 8.x Oracle acquires Hyperion Solutions Oracle introduces ERP Integrator in version 11.1.1.3 Oracle introduces Financial Data Quality Management, Enterprise Edition (FDMEE) in version 11.1.2.3; rebrands FDM as FDM Classic Oracle sunsets FDM Classic in version 11.1.2.4 FDMEE – A Brief History
  8. 8. Nightly Maintenance Export all existing level 0 data from the cube Update and restructure outline Reload exported level 0 data Aggregate Scheduled Data Loads Update Substitution Variables Run Clear Calculations Load Entire Data Set in 1 data file, often containing multiple periods Aggregate Cube MAXL command line based Sample Legacy BSO Essbase Data Integration
  9. 9. 9 Why load only nightly? Why load the data set for all entities, every time? Why load historical data? Where do transformations occur? What is the purpose of the data warehouse? Shifting The Design Philosophy
  10. 10. 10 Parallel Processing Calc Scripts Batch Automation Scheduling Direct data sourcing from ERP or relational data sources Drill Through Transformation Data Synchronization Leveraging Load Rules FDMEE Capabilities
  11. 11. 11 Parallel processing is the ability to process multiple data sets concurrently Parallel Processing Benefits: Speed Multiple smaller datasets process faster than a single large data set Data Security Splitting data into multiple datasets (locations) enables data security to be applied to at the location level Flexibility Ability to process dataset where only changes occurred Batch Execution Mode: Parallel Parallel Processing
  12. 12. 12 Run Time Substitution Variables (RTSV) were introduced in 11.1.2.3 Essbase RTSV allows a calc to dynamically accept members to be used by the calculation at execution Not stored in Essbase as a fixed/set value Allows concurrent processes to execute a single calculation with different values Does not validate unless set to actual dimension member Calculation Scripts & RTSV
  13. 13. 13 FDMEE natively allows execution of RTSV enabled calcs as part of the workflow process Specified as part of the target application registration in FDMEE FDMEE can execute calcs: Before the data load – Clear After the data load – Calculation/Aggregation Before the Check step – Calculation/Aggregation After the Check step – Clear/Calculation/Aggregation Calc scripts can be defined Globally (4) – calc runs for every integration associated with the target app Location (2) – calc runs for a specific location Data Load Rule (1) – calc runs for a specific data load rule Category (3) – calc runs for specific FDMEE category Leveraging RTSV Calcs
  14. 14. 14 FDMEE natively recognizes any run time sub vars in the specified calc FDMEE can pass a variety of information: POV information* – Year, Period, Category (Scenario) All entities in the current data set All entities in the Check Entity Group Integration Option 1-4 for location or DLR Hard coded text Parameterizing Calcs
  15. 15. 15 Batch automation is lights out execution of the workflow process Native to the user interface – no scripting required Supports processing of flat files as well as direct connections Flat files can be processed from any subdirectory within the /inbox/batches/openbatch directory Security can be applied to limit which users can execute batches Scripts can be run before and after batches* Batches can be invoked: Through FDMEE web interface Scheduling within FDMEE/ODI Command line execution (.bat or .sh) Batch Automation
  16. 16. 16 Batches, Reports and Scripts (as of 11.1.2.4.100) can be scheduled within the FDMEE web interface Executions can be scheduled for: One time – at a specific time Repeating: Hourly – at a specific minute Daily – at a specific hour, minute & second Weekly – at a specific day(s), hour, minute & second Monthly – at a specific calendar day of the month, hour, minute & second Monthly – at a specific occurrence (e.g., first Tuesday) of a day at a specific hour, minute & second Created in FDMEE by clicking Schedule button and selecting frequency Scheduling
  17. 17. 17 Created as ODI scenarios Viewable/editable in ODI Studio Operator Tab  Scheduling  All Schedules  <Scenario Name>  Scheduling  <Context> / <AgentName> Scheduling – ODI
  18. 18. 18 Similar to SQL Load Rules Prebuilt Integration: G/L – Oracle EBS, PeopleSoft, J.D. Edwards EnterpriseOne, SAP (New & Classic) Subledger – SAP Profit Center, Cost Center, Vendor, Customer SAP BW Configurable Integration: Open Interface Adaptor – most flexible, allows custom extract SQL to be executed against any relational source Universal Data Adaptor – more restrictive but requires no custom SQL, allows data sourcing from a single defined table or view Supports Oracle, SQL Server, MySQL, Teradata, DB2 A/S 400, DB2 UDB Direct data sourcing
  19. 19. 19 Drill is supported from Financial Reports, SmartView and Planning Web Forms Drill must be initiated from a level zero intersection across all dimensions Drill down using Linked Reports or native SV drill Audience Poll: How many people use FDMEE drill through today? How many people don’t use FDMEE drill through? Why Not? Didn’t know it existed Not Needed/Applicable Not Useful/Too cumbersome Drill Through
  20. 20. 20 Drill Through Example
  21. 21. 21 Drill Through – Play It Again Sam
  22. 22. 22 FDMEE offers powerful transformation capabilities which are easily defined and maintained in the web interface Explicit Between In Multi dimensional Like Mapping is defined per dimension Mapping has the ability to leverage multiple source system segments or even mapped results from another dimension to define the target of another dimension Mapping can be shared across different data sets Transformation applied to a given record is stored in the FDMEE database for audit purposes Changes to transformation logic can be logged and stored for audit purposes (11.1.2.4.100+) Transformation
  23. 23. 23 Native ability to move data between Essbase ASO, BSO and HFM Leverages the same workflow as inbound data integration Import scripts Maps Can move data within a single cube Can be used to write data back to Oracle EBS and PeopleSoft Source extract filters are maintained in the web interface Data Synchronization
  24. 24. 24 FDMEE utilizes Essbase Load Rules to load data to the cube Supports loading data as: A flat file export from FDMEE Leveraging a SQL load rule that queries data from the FDMEE repository FDMEE generates load rules on the fly Deletes and recreates with every execution You also have the option to use a custom Essbase load rule to perform the data load to perform advanced operations or use header records Load rules usage is set at the application level but can be overridden at the data load rule level Leveraging Essbase Load Rules
  25. 25. 25 Essbase Enhanced Validate Smart Calculations Smart Lists Doing More With FDMEE – Custom Solutions
  26. 26. 26 Modeled after the HFM invalid intersection report Identifies mapped/target dimension members in the FDMEE data set that do not exist in the Essbase outline as level 0 members Used to prevent calculation and data load errors Stops the workflow process at the Validate step and displays a report of the unique members that would precipitate an error Built in intelligence for performance Essbase Enhanced Validate
  27. 27. 27 Provides the ability to execute calc scripts intelligently Examples: Run an aggregation only after all data load locations in a batch process have completed – prevents duplicate aggregations Run an aggregation only if data was loaded successfully across all data load rules Run an aggregation before a data synchronization Designed for performance Leverages Run Time Sub Vars Can be executed from Event or Custom scripts Smart Calculations
  28. 28. 28 Data Volumes “FDM/FDMEE can’t handle more a 500k or million record data file” False: FDMEE can handle significantly larger data volumes than FDM Classic. Since FDMEE is a 64 bit application, services can be scaled to utilize significantly more memory with many applications generally reserving 6-8 GB of RAM for FDMEE processes. Multiple Period Processing “FDM processing for files with more than one period of data is unruly” Somewhat True: FDMEE has dramatically improved the ability to process a multiperiod file. Import formats including scripts can now be used to process standard text extracts (no more headers required). FDMEE also has intelligence built in that allows more dynamic processing of data columns. However, a bug exists that presents “opportunities” as it relates to the execution of calc scripts when processing multiple periods. Common Misconceptions
  29. 29. 29 Metadata Integration Planning Integration Textual Information Multiple data columns Performance And the Flip Side
  30. 30. 30 What’s Coming The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Oracle Safe Harbor Statement
  31. 31. 31 Planning Integration Ability to natively interact with the Planning repository through the API Textual Information Ability to process numeric and alphanumeric data through FDMEE Multiple data columns Ability to have multiple data columns (for a single time period) and natively process data file through FDMEE Dynamically assign column headers as source dimension value Performance Ability to bypass the mapping function of FDMEE and load direct to a target application More Cloud Integration Coming Soon (ish)
  32. 32. The Definitive Guide to Oracle FDMEE: http://www.amazon.com/Definitive-Guide-Oracle-FDMEE/dp/0992910528/ #ShamelessPlug 32
  33. 33. Closing and Q&A
  34. 34. Contact Information Edgewater Ranzal 108 Corporate Park Drive, Suite 105 White Plains, NY 10604 Tel (914) 253-6600 Email: info@ranzal.com Company Contact Robin Ranzal Knowles, President 45 Beech Street, Suite 109 London EC2Y 8AD United Kingdom Tel +44 (0) 2033 717 174 200 Harvard Mill Square Suite 210 Wakefield, MA 01880 Tel (781) 246-3343 130 South Jefferson St. Suite 101 Chicago, IL 60661 Tony Scalese ascalese@ranzal.com 34
  35. 35. It won’t be hard to find us at Kscope16! #pinittowinit – Pick-up at pin at booth #611 – Win throughout the week! 8 Conference Sessions 6/27, Session 1, 8:30 - 9:30am How to Use Hyperion Tax Provision to Complete the Close Process Puzzle 6/27, Session 2, 10:15 - 11:15am Cycling off FDM Classic on Steroids and Taking a Dose of FDMEE HGH 6/28, Session 8, 9:45 - 10:45am Opus Group is Over the Moon with Oracle Planning and Budgeting Cloud 6/28, Session 9, 11:15am - 12:15pm FDMEE Can Do That? 6/28, Session 12, 4:45 - 5:45pm Profitability and Cost Management: Have it Your Way 6/29, Session 14, 10:15 - 11:15am The M&A Information Factory: 80 Sources in 100 Days with DRM and FDMEE 6/29, Session 18, 4:30 - 5:30pm Migration Approaches for FDMEE, the Heart of the Matter 6/30, 9:00 – 11:00 The Rules Circus: Experts Parade the HFM Functions
  36. 36. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

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