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Feb 22, Enterprise Performance Management Architect (EPMA) is an on-premise component that is used for creating and managing Oracle EPM. Mar 14, For developers in Hyperion community, choosing between Classic Vs EPMA approach has been a vital one. This blog gives a brief insight to. Oct 9, This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this.

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It provides a single interface where hierarchies can be built and loaded to various epms through flat files and interface tables. Entityfor organizational units, countries or similar current calculations are based around these Scenarioso that you can try different types of plan or planning methods Version orzcle, typically top-down or bottom-up, but also allowing you to split plans into public ones and ones for internal use Periodsuch as financial period, month, financial quarter etc Year typically split from period to make plans easier to work with Accountthe measures in the plan such as profit, margin, costs etc In addition, you can define your own dimensions to allow you to budget by product, for example.

Starting off with the data load though, you’ve got a couple of options on how to get the initial data in. What I haven’t got at this stage though are any members for my dimensions, which I’ll need to hold details such as the scenario name, entity names, period and products. In the screenshot below, I’m adding a child member to the Accounts dimension: Once the application is loaded, you start by defining a new External File Definition or a Data Interface Table Definition, if you are bringing data in from interface tables.

Using EPMA for Managing Hyperion Planning Applications

Oracle Knowledge Base Oracle Musings. When i started using this a couple of months back, my initial impressions were far from impressive. Until then, it won’t appear on the entry.

Make changes in shared library and it reflects in all target application.

This also was created as a local dimension, again using the wizard, as shown below. Unlike the Outline Load Utility which uses one format, input files for dimensions into EPMA use another, and after a bit of experimentation I got one together that firstly defines the dimension that we’ll be importing, then the list of dimension members, then the hierarchy within the dimension.

Benefits over Classic applications-: This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this “Planning” application works; how does its architecture look, what are the typical development tasks that are associated with it and how do you get data in, and out of it.


Then create a new Essbase Oraclle application.

Safe Harbour Provision Trademarks Sitemap. It’s probably worth taking a moment out to understand how data and metadata flows through Planning when EPMA is involved.

As well as creating the standard dimensions, I also wanted to create a custom, epja dimension to allow me to plan across my product line. Email required Address never made public.

You can’t use the Outline Load Utility to load your epmma metadata, you have to use Profiles and the Dimension Library, but you can use regular data loads from EAS if you don’t want to use Data Synchronization. All the views expressed here are my own and does not reflect the views of Rittman Mead Consulting or Oracle. Getting the initial data ready for Planning is actually a two stage process; firstly, you usually want to load some initial data in, and then secondly you process, calculate and otherwise manipulate this data to allocate, for example, top-level budget figures down to individual departments based on headcount, which in classic planning applications you’d do using Hyperion Business Rules and in EPMA-managed ones, you’d use the Calc Manager.

Now the tricky bit for me was getting the data in the input file in the correct format for the Dimension Library application to read. Data in Planning breaks down into two main areas; dimension data, such as entity, period, scenario and ones that you define yourself, and data, the actual numbers actuals, forecast, budgets that you load into the database. Oracle BI EE Please key in the two words you see in the box to validate your identity as an authentic user and reduce spam.

Apart from its capabilities, one strange aspect to this product is the fact that it depends on IIS to web enable itself.

Using EPMA for Managing Hyperion Planning Applications

You are commenting using your WordPress. I have covered 7 of the above 8 in prior blog entries. Using MaxL Scripts through an unix shell or batch script 7. Once you’ve set all of this up and brought some data into the Essbase database, you can follow the same steps in the Planning Web Application to define the web forms and task list that the application will use, and from that point onwards the planning application is the same as far as end-users are concerned though you need to make any dimension metadata changes in EPMA and redeploy as necessary, rather than make the changes in the Planning Web Application.


Planning as I said stores its planning data in Essbase, additional supporting metadata in relational tables, and can take data from applications, data warehouses and master data management tools, or from files and other structured data sources.

I would go into details of how one can do data synchronization across applications using EPMA in empa coming blog entries. When you load data into a Planning application, the actual numbers go into the Essbase database, whilst a support relational database holds all the textual data, workflow steps, plan status and so on.

Select the properties for the columns. You are commenting using your Twitter account.

Infosys-Oracle Blog:Hyperion EPMA Way

After this step, go to shared services and ensure that the user with which you have logged in as has the necessary privileges to access Essbase. Then edit this ASO application and create the dimensions and the corresponding members as shown below After this step, go to shared services and ensure that the user with which you have logged in as has the necessary privileges to access Essbase. So now I’ve got my basic dimensions ooracle one for Accounts, to hold the measures that I’ll be planning against.

Posted by Tarun Chaturvedi on March 14, 3: To find out more, including how to control cookies, see here: Then once the file definition is complete, you then use the tool to define a new “data synchronization”, which maps the incoming fields to the dimensions in your application, with the remaining field containing the data for the specified account.

That is meant for the respective product administration tools. View all Infosys oarcle. As you can see from the diagram below, data and metadata from the various sources goes first into interface tables or files before being accessed by EPMA, which then takes this data, maps it and then uses it to construct the orracle that you orxcle to create. I am not sure whether it was because of my environment or because of the product itself. Planning uses a combination of Essbase for multi-dimensional analysis, allocations, forecasts and calculations and relational storage for additional planning metadataand is generally accessed by end-users either through the Planning Web Application part of EPM Workspaceor through Excel via SmartView or the ogacle Excel add-in.