Oracle Epm at Oracle 1515594

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Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase 5

Presenters: Matthew Bradley, VP, EPM Applications Raju Krishnamoorthy, Director, AIT Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Jim English, VP Finance

We run the applications that run Oracle We drive enhancements based on our experience We share best practices with our customers 6

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How Oracle Replaced Its Legacy Budgeting and Planning Systems and lived to tell about it

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In the beginning •  Legacy systems were in place across Oracle •  Financial reporting needed a consistent set of tools •  No standard solution for Corporate and LOB •  No enterprise-wide reporting solution

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What we needed •  Replace legacy systems •  Implement “Best in Class” solution – standardize! •  Provide unified and integrated reporting solution •  Incorporate enterprise BI and effective change management

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Legacy architecture



 



Acquisition Ledgers (GL)

Primary Ledgers (GL)

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End Users

Oracle Financial Analyzer (Multi dimensional Cubes)

Consol Ledgers (GL)

Where we started:

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Oracle’s EPM Strategy

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Corporate Reporting (CORE) (Essbase)

Corporate Data Warehouse







Divisional LOB Applications (Planning)

DRM

ERP

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CRM

Definitions •  Aggregate Storage Option (ASO) –  Fast aggregation –  Large, sparse data sets –  Large outlines –  No specialized calculations required in the cube

•  Block Storage Option (BSO) –  Data entry / Planning –  Complex calculations / allocations –  Separate data entry from data loads –  Replicated partitions 13

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Take One BSO only architecture •  All data entry •  All actuals data load •  All required transformations •  Aggregation of data

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Take One BSO

But there were problems •  Data aggregation took too long •  Extensive downtime •  Data transformations took hours •  Unpredictable and inconsistent

It just didn’t work. Good tool. Bad implementation. 15

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Back to the drawing table •  Explored various options to fix the issue –  Essbase 32bit vs. 64 bit option –  Tuning various calc scripts –  Reduce the amount of data in the cube

•  Partnered with PD to redesign the solution –  Oracle’s Size + Complexity of requirements demanded a different approach

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Complexity .
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Take Two

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The Hybrid ASO/BSO Architecture Actuals ASO cube

Forecast, Budget, etc (ODI)

End Users

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Forecast, Budget entry

Reporting p g

Data Entry BSO cube

Hybrid ASO/BSO architecture worked •  All Corporate forecasting/budgeting in Corporate Reporting (CORE) •  Source of truth for internal and external reporting •  Global solution covering all LOB 24/7 •  1000+ users

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What did this REALLY get us? Results!



 
 
  
 



 
 




 



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Planning is paramount! • Settle on the dimensionality early on • Design the dimensions to allow for ease of synchronization • Synchronize dimensions between cubes • Follow best practices • Establish a metadata maintenance process

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What were Oracle’s technical considerations? The Special Sauce •  BSO performance –  Fragmentation –  Commit blocks –  Memory requirements during outline restructure

•  ASO performance considerations –  Stored and dynamic dimensions –  Logical clear vs. physical clear during data loads

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What did we learn? •  The right tools = dramatic performance improvement –  Hybrid ASO/BSO architecture –  Relational database •  Intermediate data store (staging area) •  Automation of various business rules

–  Oracle Data Integrator •  End to end automation (ETL) •  Pre-built integration with EPM

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What The Future Holds •  Additional Essbase/Planning Solutions •  OBIEE 11g on Essbase –  Zero data discrepancy between OBIEE 11g and Smart View

•  Blending data between reporting systems (Global DW, CORE, ODS) •  Pre-requisites –  Conform dimensions –  Common security definitions 25

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