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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Leave a Reply Cancel reply Enter your comment here Well I was discussing it with Venkat as I went through the process, and it was interesting to see how restrictive using EPMA can become once you start using it. Planning acts as a wrapper around Essbase and manages dimensions etc within its own repository, publishing these to the Essbase server when you deploy a Planning application. Once the file is imported and then processed, you can then check back into the EPMA Dimension and Application libraries to see the newly created dimension members and hierarchy.

So, you would need a mandatory windows server to host this. It is used by organizations to plan and budget within their organization, and where it differs to ordinary Essbase is that it’s a packaged application designed to do one thing planningrather than being just an OLAP server or a toolkit like Java.

You are commenting using your WordPress. Then, in a process familiar to Warehouse Builder developers, you sample the file and go on to specify which dimension each file field refers to.

The actual “application” itself orscle stored in Essbase as a regular application, with an outline, dimensions, attributes and data stored within it, with everything stored in a single Essbase database within the application.

Subscribe to Our Monthly Newsletter! This step is needed only if you have pre-defined members defined in the interface tables. Oracle Knowledge Base Oracle Musings.

As well as creating the standard dimensions, I also wanted to create a custom, “product” dimension to allow me to plan across my product line. This works pretty well indeed, most Planning administrators still use this approach for reasons I’ll outline later onbut it’s not the “strategic” way of doing it and we can’t take advantage of the metadata epmz features of EPMA if we go down oracel route though we can upgrade classic planning applications to EPMA ones, if you like, in order to take advantage of these features.

The following list gives all the possible ways that i can think of for loading data into Essbase 1.

Note that EPM Architectthe Planning Web Application and infact Workspace itself are all delivered through the Hyperion Workspace application, so they all appear in the same user interface but accessible through different menu options, but conceptually they can be thought of as different applications.


So now I’ve got my basic dimensions including one for Accounts, to hold the measures that I’ll be planning against. Oracel one would need application and database administrator privileges.

Note the option in the above screenshot to “auto-create local dimensions”. So, if you are managing Planning, Essbase and HFM or any of these 2 in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data loads etc. Managing metadata is easier. You are commenting using your Twitter account.

Email required Address never made public. All the views expressed here are my own and does not reflect the views of Rittman Mead Consulting or Oracle.

Please key in the two words you see in the box to validate your identity as an authentic user and reduce spam. Then edit this ASO application and create the dimensions and the corresponding members as shown below. Planning in its standard form, there are variations for workforce and capital expenditure planning ships with eppma standard dimensions:.

Notify me of new comments via email. In the screenshot below, I’m adding a child member to the Accounts dimension:.

Using EPMA for Managing Hyperion Planning Applications

Then create a new Essbase ASO application. The following list gives all the possible ways that i can think of for loading data into Essbase. Probably the easiest way is to do an old-fashioned data load into the Essbase database. 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. Before you can start working with forms though, there’s one more task to do – to load the data i.

Feeds Slideshare Youtube Facebook Twitter. Data Synchronization, like the Dimension and Application Libraries, is accessed from the Workspace menu.

To find out more, including how to control cookies, see here: What I haven’t got at this stage though are any members for pema dimensions, which I’ll need to hold details such as the scenario name, entity names, period and products. In my case, the data oraacle will define the members in my dimension is held in a flat file, to start I select the Dimension Library tool within Workspace, and create what’s called a new “profile”. The first System 9 version of EPMA made you define all dimensions as “shared”, which meant that you defined them in the “dimension library” within EPMA and then made them available for use by various applications, each of which then used the same dimension definition.

I covered a basic introduction to Hyperion Planning a few months ago, where I outlined the basic idea behind the product and how it fitted into the EPM Suite framework.


You can’t use the Outline Load Utility to load your dimension metadata, you have to use Profiles and the Dimension Library, but you can use regular data loads from EAS if you don’t fpma to use Data Synchronization. Essbase is effectively hidden under the covers at least in the current EPMA-enabled release, in previous versions you still needed to know a lot about Essbase to get it working and you pracle Planning, and from System 9, Enterprise Performance Manager Architect EPMA to manage applications instead.

I would go into details of how one can do data synchronization across applications using EPMA in the coming blog entries.

Using EPMA for Managing Hyperion Planning Applications

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. But you can’t load a Planning database like a regular Essbase database, as you have to manage it using the Planning application itself.

Select the properties for the columns. That is meant for the respective product administration tools. In my case, my products are all now showing as I’d expect, and it’s time to deploy the Planning application to Essbase. Posted by Tarun Chaturvedi on March 14, 3: For example, if you look at the different possible ways of loading data into Essbase, the list of options available is sometimes absolutely daunting to an extent flexibility as well especially for users who are new to the product stack.

Entityfor organizational units, countries or similar current calculations are based around these Scenarioso that you can try different types of plan or planning methods Versiontypically 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.

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.

This should give you an idea of how EPMA works.