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’s probably worth taking a moment out to understand how data and metadata flows through Planning when EPMA is involved. This step is needed only if you have pre-defined members defined in the interface tables. Classic applications that are imported into EPMA have by default local dimensions, and local dimensions are the default when setting up fresh applications directly within EPMA, however if you are looking to standardize data and access across all of your planning applications you’ll probably want to move towards shared ones.

Leave a Reply Cancel reply Enter your comment here So, the question is, how do we build a Planning application? All the views expressed here are my own and does not reflect the views of Rittman Mead Consulting or Oracle. That is done by externalizing the users from Essbase Administration Services. Once the file is imported and then processed, you can then check back into the Epam Dimension and Application libraries to see the newly created dimension members and hierarchy.

It provides a single interface where hierarchies can iracle built and loaded to various applications through flat files and interface tables.

Oracle Data Integrator Then edit this ASO application and create the dimensions and the oralce members as shown below. 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.

If you haven’t left a comment here before, you may need to be approved by the site owner before your comment will oeacle. Posted by Tarun Chaturvedi on March 14, 3: This works pretty well indeed, most Planning administrators epmw 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 management features of EPMA if we go down this route though we can upgrade classic planning applications to EPMA ones, if you like, in order to take advantage of these features.

Make changes epmma member properties for selected members, copy paste also works for multiple changes. Starting off with the data load though, you’ve got a couple of options on how to get the initial data in.

One of the major advantages of Oracle acquiring so many companies is epmz fact that it integrates all the products in some fashion or the other, that too quickly.

If you opened up Essbase Administration Services and took a look at the otacle, a typical one would look like this: The actual “application” itself is 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. 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 epna uses it to construct the applications that you want to create.


As oralce as creating the standard dimensions, I also wanted to create a custom, “product” dimension to allow me to plan across my product line. 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 want to use Data Synchronization.

So now I’ve got my basic dimensions including one for Accounts, to hold the measures that I’ll be planning against. By continuing to use this website, you agree to their use. To use EPMA for managing Essbase specific application outline members, ensure that you are using Essbase in external mode i.

So, you would need a mandatory windows server to oraacle this. It is very good for managing Planning and HFM metadata. This entry was posted on May 27, at 5: 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.

If you are starting from scratch then this is not needed.

Using EPMA for Managing Hyperion Planning Applications

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.

Managing metadata is easier. After this step, go to spma services and ensure that the user with which you have logged in as has the necessary privileges to access Essbase. Apart from its capabilities, one strange aspect to this product is the fact that it depends on IIS to web enable itself.

So how do you get large amounts of dimension members into a Planning application when you are using EPMA? 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. Planning in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions:.

Subscribe to Our Monthly Newsletter! View all Infosys blogs. 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.

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 leave a responseor trackback from your own site. 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.


Infosys-Oracle Blog:Hyperion EPMA Way

Through EPMA we get facility to automate dimension update and maintain applications like Import Profiles and Application Deployment can be invoked through the EPMA batch client for an automated dimension update process. Just remember the fact that EPMA was orcle designed to do individual application Essbase, Planning etc level administration.

The first hurdle with this is that EPMA needs Microsoft Internet Information Services to run, and so I dug out the Windows Epmaa and installed it feeling a bit dirty in the processthen got all roacle services up and running. Up until System 9, you would create Planning applications using the Planning administration tool, which allows you to define the application in metadata before deploying it to a suitable Essbase server.

Using EPMA for Managing Hyperion Planning Applications

The profile will contain the information on the file that I’ll be importing, so I start by naming the profile, pointing it to the file containing the list of members, and selecting a particular application rather than the Shared Library, thereby making the dimension local to that application. Oracle Knowledge Base Oracle Musings. Probably the easiest way is to do an old-fashioned data load into the Essbase database.

The “proper” way of doing it though is to use the Data Synchronizer feature within EPMA, which can bring in data from applications such as Financial Management, lracle the future it’ll link to Oracle GL, but for now we can point it towards the interface tables I mentioned previously or files, as I’m going to use in the final example.

The major drawback with this is that this does not oracoe any restructuring options when data is loaded into a deployed cube.

EPMA is clearly the way that Oracle want us to orace though, and there are are obvious benefits if you have a whole estate of Planning, Profitability, Financial Management and Essbase applications to manage. Before you can start working with forms though, there’s one more task to do – to load the data i.