Finit is a consulting firm that provides EPM services including HFM implementations. They have over 60 employees and 80 HFM clients. The document discusses managing metadata in HFM using the classic desktop client versus the newer EPMA approach. Key differences include how applications and dimensions are created and managed, how metadata changes are logged, comparing metadata, and transforming classic applications to the EPMA model. LifeCycle Management also allows synchronizing metadata between applications.
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Finit solutions Getting the Most Out of EPM: Comparison between EPMA versus Classic and interfacing with LCM
1. www.finitsolutions.com
Getting the Most out of EPM:
HFM: Managing Metadata: EPMA versus Classic
March 21, 2014
Greg Barrett (gbarrett@finitsolutions.com)
Christine Ong-Estrada (cong-estrada@finitsolutions.com)
2. www.finitsolutions.com
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Finit Overview
About Finit
– In business over 11 years: Company
founded in July 2002.
– 60+ employees in 20+ states (mostly
East Coast, South, and Midwest)
– 80+ HFM Clients
– Recognized as the Market Leader in
ARM/FCM
– Recognized as the World Leader in FDM
Project Work and FDM Customizations
– 50+ Planning / Essbase Clients
– Finit has managed many of the largest
EPM projects in the U.S.
– Our employees are generally CPA’s,
MBA’s, and have extensive Product and
Financial Reporting Backgrounds
Implementation Services
– Full cycle implementations
– Infrastructure and Data Services
– Project / Program Management
– Product Upgrades
– Redesign / Enhancements
Dedicated Support – Finit Answers
– Access to Hyperion SME’s (Dedicated support team
and guaranteed response times)
– Customer Service Focus
– Flexible Time and Material support packages with a
‘Pay as you Go’ option
– Technical and Admin / Functional Support
– Contact Greg Barrett (gbarrett@finitsolutions.com)
for info
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We believe in making and delivering personalized
financial reporting solutions and experiences for others.
Making Solutions with Personalized Experiences
We value craftsmanship, authenticity and solution making
We believe in listening, questioning and analyzing the issues and
wishes of those we work with.
We look to build relationships, not as company to company but
person to person.
We are honestly aligned to the cause of those we work with.
We are Makers and Doers who roll up their sleeves and dig in.
WHY is Finit Here?
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Running Finit like a Family
Finit has no debt or external owners.
This lets us keep focused on the customer in all cases as
Finit’s goal is not to maximize profit but maximize the value
we add to clients.
All owners are involved in the business.
We do not use contractors, employees only.
Finit’s compensation model is based upon client
satisfaction with consultant’s work, not utilization /
chargeability.
HOW do we achieve our beliefs?
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Below are Finit’s core values
These are the same values we ask you to provide
consultant feedback on
Finit Values
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Our values, culture and approach to becoming a
trusted advisor to clients has led to 100%
customer success for every Finit client (200+
and counting) and for every Oracle Hyperion
project (over 350+ and counting).
Finit’s Client Service
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About the Presenter
Christine Ong-Estrada
(cong-estrada@finitsolutions.com)
• Former Enterprise and HFM administrator
• More than 10 years of Hyperion products experience
• HFM, FDM, EPMA, LCM, Financial Reporting
• HFM Project Lead
• 10 years of HFM build and implementation experience
• Worked on mostly Fortune 500 HFM Builds
• Based in Austin, TX
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Introduction to EPMA Metadata Management
EPMA versus Classic Comparison
Pros an Cons of each tool
Transforming Classic to EPMA
Synchronizing Metadata with LCM
Q and A
Agenda
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Enterprise Performance Management Architect
Feature of Foundation Services
Integrates with:
HFM
Planning
Essbase
Profitability and Cost Management
Data Relationship Management
Enables administrators to create, manage, and deploy Hyperion
applications within one interface.
Consists of different modules
What is EPMA?
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A centralized location to manage dimensions and dimension
properties.
Used to:
Create dimension import profiles
Add, delete, and modify dimension members in the Shared Library
or directly in applications
Modify dimension and member properties in the Shared Library or
directly in applications
Dimension Library
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A summary of applications that have been created and/or deployed.
Used to:
Create and manage applications in one centralized location
Deploy applications
Migrate applications to different servers within the same
environment
Diagnositcs
Compare (to Shared Library or to Deployed Application)
Duplicate Application (EPMA and Deployed Application)
Application Library
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Data Synchronization
Enables data synchronization between or within Hyperion applications.
Create data mappings for reuse.
Create flat file and interface table mappings to import data into Hyperion applications.
Calculation Manager
Enables you to create, validate, and deploy business rules and business rule sets.
Transform Classic to EPM Architect
Enables transformations of applications managed in Classic Financial Management to EPMA.
Library Job Console
Provides a summary, including status, of Dimension Library and application processes (including
imports, deployments, and data synchronizations).
Configure Interface Data Sources
For use of interface table to import metadata
Other Modules
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Logging – Metadata Changes
EPMA CLASSIC
Transaction Log No equivalent
Transaction log of metadata changes are downloaded in excel format.
Logs time, date, username, type of changes made in the dimension library.
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Reordering Children
EPMA CLASSIC
Sort Members (Ascending/Descending)
Cut and Paste
Reorder Children
Drag and Drop
Cut and paste
Manually move up and down (arrows)
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Default Parent
EPMA CLASSIC
Automatically Updated – no need to
specify
Specify default parent or leave blank
when member is moved
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Metadata File Back-up
EPMA CLASSIC
Use LCM
EPMA File Generator
- Will need to set up automated back up
process. (IT)
Save app or xml file in local or network
drive
Extract full application text file
(.ads)
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Lifecycle Management
• LCM provides a consistent way to migrate an application, a
repository, or individual artifacts between applications or across
environments.
• Lifecycle Management enables users to export artifacts to the file
system, edit them, and then re-import them.
• Tasks can be automated via integration with work flows.
• Integrated applications: HFM, Essbase (ASO & BSO), Planning
• Not currently integrated: DRM, EIS, FDM, HSFM
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Lifecycle Management
Save as same file format before Importing after
Edit.
Shared Services = .csv
EPMA artifact - .lcmext
LCM
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ADS Export Format
Can be re-imported
Can be used in an existing
import profile
Can be used to create a
new import profile
Can be used with shared
and local libraries
LCM – ADS Format
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Copy contents
to Excel
Text to
Columns
Add Formula
Copy contents
to Text
LCM – Editing in Excel
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Questions?
Email us for a
copy of the slides or
link to the recording.
Thank you for attending!
- > Christine Ong-Estrada
(cong-estrada@finitsolutions.com)
- > Insights@finitsolutions.com
- > General Questions
Greg Barrett
(gbarrett@finitsolutions.com)
Joe Mizerk
(jmizerk@finitsolutions.com)
Hinweis der Redaktion
COE
COE
COE
COE
ERMetadata manger or web to create app profile (per file)Create application using app profile (per file)Register with Shared Services
ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations