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Extending Drill Through to Oracle Transaction Level Detail from Hyperion Essbase
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Hackett Technology Solutions
Founded in April 1997—Traded on NASDAQ as ANSR
World’s leading repository of enterprise best practices strategies and metrics
—Benchmarking and Advisory Services—Business Transformation (HR, IT, Planning and
Performance Measurement, Finance, Supply Chain )
Over 700 professionals with 12+ years experience across more than 25 competencies
Consulting and system integration expertise with comprehensive skills in:
—Oracle, SAP—Hyperion
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Hackett’s Oracle Practice
— Certified Oracle Implementation Partner since 1995
— Completed over 350 Oracle and PeopleSoft implementations, upgrades and optimization projects
— Implementing Oracle Solutions based on Hackett-Certified™ Practices — Highly skilled consultants
— Large-scale Oracle implementation experience
— Average 7 years Oracle experience, 12 years business experience
— 78% are Hackett-Certified Advisors— Many of Oracle’s Leading
Accounts Have Already Discovered the Benefits of the Answerthink / Hackett Group Approach
15 +
5%
25%
35%
35%
Y E
A R
S O
F
E X
P E
R I
E N
C E
Average 12 years experience
10 - 15
5 - 10
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Hackett’s Hyperion Analytics Practice
Strategic and technical implementation consulting
#1 Hyperion Americas Reseller Award at Solutions 2006 and 2007
Member of Hyperion Partner Advisory Council; Customer Advisory Boards and participant in the Partner Development Exchange
400+ successful Hyperion projects, with well over 100 in 2006 and 50+ of those System 9
100+ resources dedicated exclusively to Hyperion
Scores of Hyperion-certified consultants, plus Preferred Partner Certification
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Agenda
Challenges— Business needs— IT challenges
Existing environment
Solutions— Partitioning— Drill through & master data management
— Analytic Integration Server— STAR Integration Server
Conclusion
Questions
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Business Needs
Project reporting and planning needed
Drill through capabilities at all hierarchical levels
Archive historical forecasts
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IT Challenges
Manage growth while minimizing load and calc times— Main reports database used for planning and reporting— Already over 12 GB in size (10 dimensions)— Expand to 11 dimensions for project reporting
Long restructure times during close and forecast cycles— 1-2 hours for dense restructure
Integrate Planning and Analytic Integration Server
Manage shared dimensions across multiple cubes
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Existing Environment
GL
Hyperion Planning
Reports
Planning User
Essbase User
HR
Web Forms
Excel Analysis
Source Systems
Actuals
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Partitioning
Smaller purpose built cubes— Separate planning and analysis activities
Faster calc and restructure times
Archive historical data w/ out degrading performance
Transparent partition brings data together
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Partitioned Cubes
Planwip— Current forecast only— Hyperion Planning app— Read/Write
Actual— Current year actuals only— Conversion & consolidation calcs
Planfin— Finalized forecasts— Historical actuals— No calcs
Analysis— Essbase users connect here— Transparent partition brings data together
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New Environment
GL
Planwip
Planning User
Essbase User
HR
Web Forms
Source Systems
Actual
Planfin
Analysis
Excel Analysis
Hyperion Planning
Transparent Partition
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Drill Through and Master Data Management
Provide drill through capabilities at all hierarchical levels
Keep partitioned outlines in sync
Push Essbase hierarchies to data warehouse
Move outline control from Planning to AIS
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Master Data Flow
Hyperion Planning
Planwip
Refresh
Outline Extracted to
Relational Store
Analytic Integration Server (AIS)
AIS Builds Outline
Planfin
Actual
Analysis
STAR Integration Server (SIS)
Data Warehouse
Users
AIS Drill Through
Drill Through Links
Created
Master Outline
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STAR Integration Server (SIS)
Extracts outline and loads to relational store
AIS ready star schema format
Parent/Child dimension tables
Generates columns for member properties
Star schema accessible to other data warehouse reporting tools
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Analytic Integration Server (AIS)
Model built from SIS generated tables
Recursive parent/child hierarchy allows for drill through at any level
Metaoutline uses columns of SIS tables to define member properties
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Master Data Flow
Hyperion Planning
Planwip
Refresh
Outline Extracted to
Relational Store
Analytic Integration Server (AIS)
AIS Builds Outline
Planfin
Actual
Analysis
STAR Integration Server (SIS)
Data Warehouse
Users
AIS Drill Through
Drill Through Links
Created
Master Outline
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SIS Generated Dim Table
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AIS OLAP Model
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AIS Recursive Hierarchy
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AIS Metaoutline
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AIS Defining Member Properties
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AIS Drill Through Reports
Select Template SQL
to override the generated
SQL
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AIS Template SQL
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AIS Template SQL
SELECT * FROM FACT a where a.ACCOUNT in
($$Measures-VALUE$$) and a.YEAR = $$Years-VALUE$$ and
a.MONTH in ($$Time Periods-VALUE$$)
Becomes…
SELECT * FROM FACT a where a. ACCOUNT in ( '64105' ,
'64110' , '64111' , '64115' , '64120' , '64125' , '64126' , '64415' ,
'64995' , '64999') and a.YEAR = 'FY06' and
a.MONTH in ( 'Jan')
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Drill Through
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AIS Template SQL
SELECT * FROM FACT a where a.ACCOUNT in
($$Measures-VALUE$$) and a.YEAR = $$Years-VALUE$$ and
a.MONTH in ($$Time Periods-VALUE$$)
Becomes…
SELECT * FROM FACT a where a. ACCOUNT in ( '64105' ,
'64110' , '64111' , '64115' , '64120' , '64125' , '64126' , '64415' ,
'64995' , '64999') and a.YEAR = 'FY06' and
a.MONTH in ( 'Jan')
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Drill Through Details
New Sheet Created
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Partitioned Environment
GL
Planwip
Planning User
Essbase User
HR
Web Forms
Source Systems
Actual
Planfin
Analysis
Excel Analysis
Hyperion Planning
Transparent Partition
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Results
Before After10 Dimensions 11 Dimensions12 GB Database Actual < 1 GB
Planwip < 1 GB1-2 Hr Dense Restructure 20 Min Dense
RestructureLogon to Oracle Financials for Journal and AP Detail, one set of books at a time
Drill through from Excel addin to Journal and AP Detail
Hierarchies only exist in Essbase
Hierarchies stored relationally for enterprise-wide access
