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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Then orale 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 ema application, with the remaining field containing the data for the specified account. Going forward, i would be blogging at http: One can use shared dimensions wherein the same dimension can be reused across applications.

It’s probably worth taking a moment out to understand how data and metadata flows through Planning when EPMA is involved. So, the question is, how do we build a Planning application? I am not sure whether it was because of my environment or because of the product itself.

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. So what we need to get to grips with then, to bulk load dimension members into our product dimension, is either the interface tables or the interface file structure, and the Dimension Library part of EPMA to bring them in.

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.

Planning ofacle 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 epmw and other dpma data sources. Fill in your details below or click an icon to log in: It is very good for managing Planning and HFM metadata.

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

It provides a single interface where hierarchies can be built and loaded to various applications through flat files and interface tables. EPMA is meant for managing the metadata like dimensions, hierarchies, data loads across product sets etc.

For example, if you look at the different possible ways of loading data into Essbase, the list oraxle options available is sometimes absolutely daunting to an extent flexibility as well especially for users who are new to the product stack.


Probably the easiest way is to do an old-fashioned data load into the Essbase database. To find out more, including how to control cookies, see here: Doing this allows me to build up the accounts that will hold my actuals, budgets, forecasts and so on.

Infosys-Oracle Blog:Hyperion EPMA Way

It is used by organizations to plan and budget within their epam, and where it differs to ordinary Essbase is oralce it’s a packaged application designed to do one thing planningrather than being just an OLAP server or a toolkit like Java.

You can leave a responseor trackback from your own site. But you can’t load a Planning database like a regular Essbase database, as you have to manage it using the Planning application itself. In my case, the data that 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”.

Using EPMA for Managing Hyperion Planning Applications

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.

So now Oracpe got my basic dimensions including one for Accounts, to hold the measures that I’ll be planning against. 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.

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, in 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.

This entry was posted on May 27, at 5: If you haven’t left a comment here before, you may oeacle to be approved by the site owner before your comment will appear.

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.

A typical end-user session in the Planning Web Application looks like the screenshot below, note the fact that the forms of course support write-back, and its this ability for users to submit their own numbers coupled with the workflow element of the product that sets it apart from a standard sales analysis-type Essbase application.

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 Oeacle and then made them available for use by various applications, each of which then used the same dimension definition.

Entityfor organizational units, countries orxcle 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 oraclw 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 fpma your own dimensions to allow you to budget by product, for example.


Until then, it orcale appear on the entry. You can follow any responses to this entry through the RSS 2. Leave a Reply Cancel reply Enter your comment here Email required Address never made public. Also, one should not be changing the application directly within Essbase using EAS. Before you can start working with forms though, there’s one more task to do – to load the data i. Managing metadata is easier.

It’s also worth thinking about how EPMA might work going into the future – will Essbase oracel continue to be managed using this tool, could there perhaps be some merging between the Semantic Model that OBIEE uses, will we ever get to that nirvana where we have one repository, one dimensional modeling tool, one set of metadata for all our Oracle Bi tools?

So how did it all pan out, compared to creating a Oraxle application using the Classic Application Wizard? 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.

These interface tables are used for importing the pre-defined common dimension types that are available across EPMA. EPMA is clearly the way that Oracle want us to go though, and there are are obvious benefits if you have a whole estate of Planning, Profitability, Financial Management oraclw Essbase applications to manage.

The following list gives all the possible ways that i can think of for loading data into Essbase 1. Now the tricky bit for me was getting the data in the input file in the oracl format for the Dimension Library application to read.

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 orac,e a particular application rather than the Shared Library, thereby making the dimension local to that application.

Ensure that you convert Essbase from local authentication to External authentication. Then create a new Essbase ASO application. Doing a data load in this way is pretty straightforward though, you can for example select the dimension in Essbase Administration Services, right-click on it and select Load Data, then point it towards the file containing your data. One of the major advantages of Oracle acquiring so many companies is the fact that it integrates all the products in some fashion or the other, that too quickly.