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Sydney hyperion financial reporting top 10 tips and tricks 09-20-11

  1. 1. Hyperion Financial Reporting: Top 10 Tips and Tricks Edward Roske, CEO Oracle ACE Director info@interrel.com BLOG: LookSmarter.blogspot.com WEBSITE: www.interrel.com TWITTER: Eroske
  2. 2. About interRel  Reigning Oracle Award winner Consulting EPM & BI Solution of the year  Three Oracle ACE Directors for Hyperion Press Training  Oracle Platinum Partner  One of the 100 fastest growing tech companies in the USA (CRN Magazine, 2007-2010) Infra Support structure  Authors of the 8 Best Selling books on Hyperion & Essbase Focused exclusively on  Only 4 books in the world on v11 Oracle EPM & BI  All available on LuLu.com 3
  3. 3.  8 Hyperion Books Available:  Essbase (7): Complete Guide  Essbase System 9: Complete Guide  Essbase System 9: End User Guide  Essbase 11: Admin Guide  Essbase Studio 11  Smart View 11: End User Guide  Planning: End Users Guide  Planning: Administrators  To order, check out www.LuLu.com •4 •Copyright © 2007, Hyperion. All rights reserved.
  4. 4. Disclaimer These slides represent the work and opinions of the presenter and do not constitute official positions of Oracle or any other organization. These material has not been peer reviewed and is presented here with the permission of the presenter. These should not be copied, recorded or reproduced without the expressed written permission of interRel Consulting. 5
  5. 5. Agenda  Top 10 Tips and Tricks for Faster FR Reporting  What’s New for FR 11X 6
  6. 6. Top 10 Tips for Faster Reports 1. Is it Essbase or FR? Optimize for Retrievals 2. Grid Point Of View 3. Limit Page Members for PDF Viewing 4. Limit Conditional Formatting 5. Limit Number of Combinations 6. Utilize expanded data segments when possible 7. Push calculations to the Essbase Server 8. Efficient Report Calculations 9. Multiple Print Servers 10. Data Query Optimization 7
  7. 7. Slow Report – Is it Essbase or FR?  Run the same report using the Microsoft Excel Add-in or Smart View  If the report runs fast in Excel and slow in Reports, the issue is on the Reports server  Check out the following tips for faster reports  If Essbase is the culprit, review your Essbase design  Dense / Sparse settings  Hierarchy settings  Caches 8
  8. 8. Using a Grid POV  Grid POV vs Paging Members  Grid POV – can be set up to allow users to change Grid POV (works similar to a “Page”) without all of the processing  When page is selected, the report will run for all of the page members  Also a good way to “fix” a member selection for a report 9
  9. 9. Limit Page Members for PDF Viewing  All pages must be rendered so limiting the number of members in pages leads to faster reporting.  See the tip about using Grid POVs. 10
  10. 10. Limit Conditional Formatting  Limit Conditional Formatting – Slows down the report  ESPECIALLY when you use a function that requires Essbase  Essbase processes the request line by line; this will tie up the Essbase server, Reports server, and the network  Example – If Gen 2 then X, else if Gen 3 then Y. 11
  11. 11. Limit Number of Combinations  Instead of saying DIMBOTTOM, narrow down the member selection to reduce the number of combinations that will be retrieved from the server.  E.g 12
  12. 12. Expanded Data Segments  For data queries, use Expanded Data Segments when you know “data exists”  Expanded data segment is a row or column that can be expanded (Children of, Descendants of…)  Dynamically update the report based on the Essbase OTL  … so if new members or levels are inserted into the Essbase OTL, the report will automatically refresh  Limitation - formatting is applied across all members in the expanded data segment; Conditional formatting could be used to address this issue  If you have detailed formatting or calculation requirements, then you must use single data segments  Flip side – if you know it is only one or two members that will have data, just pull those members (vs. pulling everything and suppressing data 13
  13. 13. Expanded Data Segments Use conditional formatting to apply formatting by level or generation – see earlier tip. 14
  14. 14. Push Calculations to the Hyperion Essbase Sever  Hyperion Reports has an expansive list of formula and calculation capabilities  But… this means processing on the Reports server  If you can, push calculations back to the Essbase server  Benefits  Faster  Standard formula across all reports accessible to users  (Data integrity)  Central place for business rule / calculation logic  (Update the formula once vs. several times throughout all reports) 15
  15. 15. Efficient Calculations / Functions  Use row / column formulas (vs. cell formulas)  Use reference properties  Any row, column, or cell reference can have a property associated with it  Example: Two formulas that reach the same result  Row reference - [1:5].sum  Sum Function - Sum([1:5])  First formula executes faster since it is being used as a reference property  Remove unnecessary parenthesis from formulas 16
  16. 16. Multiple Print Servers Multiple print servers assist in generation of PDFs. The report server will distribute print jobs in a round robin format to multiple print servers, providing a shared workload. 1. Stop all Hyperion Reports services 2. Open with Notepad the hr_repserver.properties file located in "C:Program FilesHyperion SolutionsHyperion ReportsPackages". 3. Next to the setting "NumberOfPrintServers=", specify the number of print servers you will use. 4. Add an entry for each print server and specify the machine name or IP address of each Print Server in the following convention: printserver1=machineA 5. On each print server, install Adobe Acrobat Writer or Ghostscript and install Hyperion Reports. During the installation of Hyperion Reports, select the box to install only the Print Server. 6. On each print server, execute the print server batch file through START->PROGRAMS- >HYPERION SOLUTIONS->HYPERION REPORTS->START PRINT SERVER or by double-clicking StartPrintServer.cmd file located in "C:Program FilesHyperion SolutionsHyperion ReportsBin“ 7. Start the Hyperion Reports Services in the Hyperion Reports server. 17
  17. 17. Data Query Optimization Options  Suppress Missing on the Hyperion Essbase Server  For reports with a sparse dimension and at least one associated attribute dimension in the grid row, “Include” the the Essbase Sparse option 18
  18. 18. Data Query Optimization Options  Suppress Missing on the Hyperion Essbase Server  For reports with a sparse dimension and at least one associated attribute dimension in the grid row, “Include” the Essbase Sparse option  New option to use MDX that is selected by default (you may want to turn off if having performance / other strange issues 19
  19. 19. Other Recent Tip – FR Hanging / Crashing?  Two clients recently had this issue with FR  Problem ended up being large PDF jobs that exceeded the JVM heap for the HRPrinting.exe process  It would leave an orphan HRPrinting.exe process running using 300MB (visible through Task Manager).  Once there were 5 orphaned HRPrinting.exe processes HyS9FRPrint.exe wouldn't spawn any more, if we killed one of the orphan HRPrinting.exe processes the HyS9FRPrint.exe would spawn a new HRPrinting.exe and run successfully (unless it was larger than the allowed memory).  Solution  It helped but didn't prevent the problem to increase the JVM setting from -XMX256M to -XMX512M in the registry at Hyperion SolutionHReportsJVMJVM Option2 (Can’t set higher than 512 MB)  Create smaller batches 20
  20. 20. And Don’t Forget…  Financial Reporting is not designed for dim bottom across all of your sparse dimensions  If you are trying to build this type of report, you WILL have performance issues 21
  21. 21. Couple of Final Thoughts  Planning to Reporting Functionality in Planning 11.1.2  Map Smartlist Values to Based Dimensions  Execute Reports within Excel Using SmartView  More preferable than running in Workspace and then exporting to Excel  Sometimes you just have to run the utility to clear the POV for all users in FR… 22
  22. 22. What’s New Financial Reporting 11.1.2 Go Forward Strategy for Oracle EPM and BI
  23. 23. Journey from Financial Reporting 9 to 11 9.0 9.3 9.3.1 11.1.1 11.1.2  Shared  FR Batch  FR Include  Workspace Home  FR HTML Services Bursting external page  FR Book  Common  FR Freeze row content in  Integration OBIEE+ enhancemen Workspace and column books and Publisher to ts  One place headings  FR Manage Workspace  FRExecute to get FR,  Portlets POV utility  Better search  FR Tracking WA, and IR  FR annotations content  FR define initial  Common preferences roles  FR PDF book (which enhancements (cell were really docs, bookmarks, pg confusing) no)
  24. 24. New Look for the Workspace 25
  25. 25. Tabs Across the Top 26
  26. 26. What’s New in Financial Reporting 11.1.2? Book FR document FRExecute enhancements tracking Support for Formatted Essbase Text based on user Combines and Date preference Services measures setting Related content enhancements
  27. 27. What’s New in FR – Book Enhancements  New Properties pane at bottom of the Book Editor that allows editing properties of the selected Book object/file  Book dialog settings moved to new properties pane 28
  28. 28. What’s New in FR – Book Enhancements  Define a book with a Table of Contents containing sections and indented subsections 29
  29. 29. What’s New in FR – Book Enhancements  Insert new book object types  URL links  Heading text label and HTML files  External file types – Excel, Word, PowerPoint, PDF files and text files 30
  30. 30. What’s New in FR – Book Enhancements  Custom labels for objects and reports in book table of contents 31
  31. 31. What’s New in FR – Book Enhancements  Cut and paste book objects and sections for enhanced book editing  Move up or down 32
  32. 32. What’s New in FR – Book Enhancements  Display or hide sections and objects in the book table of contents  Included in the output but not in the TOC 33
  33. 33. HTML Output  Generate book output as a static HTML web site with built in search capabilities  Templates are provided for HTML layout and page customization  Generated through scheduled book batch  Batch bursting not supported for HTML option 34
  34. 34. Retrieving HTML Output form Workspace  Right click on the batch once it is complete  Select Retrieve Output to download 35
  35. 35. 36
  36. 36. 37
  37. 37. Customized Layout for HTML Output  Custom header and footer defined in the template.css file  Table of contents with nested sections and section headings  Navigation trail that keeps track of your location in the book  Search the entire “site”, Table of Contents, or content 38
  38. 38. FRExecute  New custom FRExecute function enables users to embed a report, grid or chart or cell in Word  Report content is retrieved into Word when the book is scheduled in batch output  Primarily used with HTML output  For (some) details look in the FRWebUser guide 39
  39. 39. What is the syntax?  FRExecute(ReportName[Type={1,2};Component Type={1,2};ComponentName={Grid1,Grid2,Cha rt1,Chart2,Chart3};Page={1,2,..;.}Cell=FR Formula}  ReportName - name of the report (must include Path if not in Root directory)  Type1 - dynamic report; Type2 - Snapshot report  ComponentType1(optional) is a grid; ComponentType2(optional) is a chart.  ComponenentName(optional) - grid or chart name  Page(optional) - page number  Cell(optional) – specific cell; syntax is cell=cell[row,col], or cell=[row,col] 40
  40. 40. Steps to Using FRExecute 1. Type the syntax directly in the Word doc as well as a text box. 2. Upload word doc to Workspace 3. Insert doc into book 4. Create batch with book 5. Schedule batch and ran 6. The document is included in the book with the FR Report, grid, etc. 41
  41. 41. Create a Word Doc  .docx not supported 42
  42. 42. Import Doc to Workspace  File >> Import >> File 43
  43. 43. Add to Book  Make sure to enable FRExecute Processing on Book Setup tab 44
  44. 44. Create and Schedule Batch 45
  45. 45. Check Out the Output 46
  46. 46. 47
  47. 47. FR Tracking  Tracking for who used a report and when it was last accessed FRLogging.log  Output captured in a log file with time/date stamp, report/book name, user id and whether report action was preview or design 48
  48. 48. Other New Features 11.1.2 FR Features  Insert a link in a book or as part of related content to document stored in Content Management System (Oracle Universal Management, Workspace or third party system)  Support for Essbase Text and Date measures  Formatted based on user preference setting  Annotations on formula cells  Related content links can be created for any part of the report or snapshot including formula, text rows and columns, headers, images, text boxes and cells 49
  49. 49. Combined FR Services  FR Reports server, FR web applications server and FR scheduler server are combined into one server; Print server is still separate 50
  50. 50. XBRL Creation and Management  Current FR XBRL functionality  Create a report, map XBRL metadata (concepts, context, units and footnotes), and export the report output as an instance document in FR Studio  All of the XBRL mappings are stored with the individual report definition.  Future 11.1.2 Disclosure Management  Old way will continue to be supported  No new features  No migration path 51
  51. 51. Disclosure Management  Manage and create critical documents (e.g. Debt covenants, 10Q/K, Board package)  No need for third party filers for XBRL  MS Office centered – Word for authoring  Hot link to EPM apps  Multiple report formats  Word, HTML, PDF  Embedded XBRL Reporting Capabilities  Based on Ubmatrix technology  Report tagging – MS Office or FR  Metadata tagging – FM, Planning, EPMA, and Essbase  Taxonomy management ; support for multiple taxonomies  Instance documentation creation and validation
  52. 52. What’s New?  Enterprise Performance Management (EPM) System Cumulative Feature Overview Tool  The CFO Tool is interactive and offers customers a simple way to determine the new features between releases  This first version covers Oracle Hyperion Enterprise Performance Management System Release 9.3.1 through Release 11.1.2  The tool is available on the My Oracle Support site via this link: https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.js px?id=1092114.1.   There is also a 7-min. recorded demo that shows how to use the tool. Here’s the link to the recording: http://docwiki.us.oracle.com/wiki/CFO_Tool_Demo 53
  53. 53. Keeping up with the EPM Documentation  Follow On Twitter  You can follow EPM Documentation info on Twitter here: HyperionEPMInfo  Follow On Facebook  You can follow EPM Documentation info on Facebook here: Hyperion EPM Info 54
  54. 54. Where are the Darn Log Files?  This info is hidden in the EPM Installation and Configuration Troubleshooting Guide, page 17:  http://download.oracle.com/docs/cd/E17236_01/epm.1112/epm_ins tall_troubleshooting.pdf   This chapter has info on the log file configuration and output locations for all of the products 55
  55. 55. Thank You. Edward Roske, CEO Oracle ACE Director info@interrel.com BLOG: LookSmarter.blogspot.com WEBSITE: www.interrel.com TWITTER: Eroske