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The door to data clarity

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Page 1: About interRel...Best Selling Hyperion Technical Book Series. Want to learn more about interRel Consulting, Assessment, Training and Support services? Contact us at epm.bi/LearnMore

The door to data clarity

Page 2: About interRel...Best Selling Hyperion Technical Book Series. Want to learn more about interRel Consulting, Assessment, Training and Support services? Contact us at epm.bi/LearnMore

About interRel

Our goal is to build strong, collaborative connections with our clients

to help them glean meaningful insights from their data analytics

that ultimately drives improved business performance.

OUR MISSION:

To leave the world a smarter place than we found it.

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Oracle Analytics Partner of the Year

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Upcoming Webcasts

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Register Today.Use Discount Code IRC20 to get $100 off!

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Videos to expand what you’ve learned here

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Best Selling Hyperion Technical Book Series

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Want to learn more about interRel Consulting, Assessment, Training and

Support services?

Contact us at epm.bi/LearnMore

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Defining Your Data Integration Strategy for 2020: Which Tool

Should I Use?

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Questions to Determine the Best DI Strategy

• What are the Oracle EPM and BI solutions utilized?

• What are the sources of data?

• What are the targets of data?

• On Prem? Cloud? Both?

• How often should data be refreshed?

• Is drill through required?

• Are any mappings or transformations required?

• How many integrations (both data and dimensions)?

• What is the experience level of administration /build team?

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Agenda

• There are lots of ways to integrate data with EPM Cloud and Analytics

• Today – we are focusing on all the ways to import / export / share data in:• EPM Cloud

• Essbase 19c

• We’ll touch on drill through for each of these solutions

• In reality, you will likely use more than one in your solutions

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Data Integration Options for EPM Cloud

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Data Integration – EPM Cloud

How will data be loaded into EPM and BI Cloud? How data gets into the apps has significant

impact on the close, planning, and reporting processes. Choosing the right option(s) improve

performance. Automating the load process is the ultimate goal.

EPMSUI Import/Export

Data Management

(DM)

FDMEE

OneCloud Smart View

Data Maps

Groovy

XREF/XWRITE

Primary Methods of Loading Data to EPM Cloud

o Simplified User Interface – Simple file

import/export; specific layout required

o Data Management (DM) – Integrated ETL tool

for ERP integrations & flat files can be extended

with on-prem agent

o FDMEE – Traditional ETL tool for direct

connections to some ERP systems. Supports

Event scripts. Can also be used to load flat files.

Separate Oracle purchase and requires

infrastructure

o OneCloud – Third party integration and

automation solution

o Smart View is generally used for ad-hoc

reporting but can also be utilized for data

submission.

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Import Data with Web Interface – “SUI Format”

• Load data with native Essbase format: Free-form data loading is a simple process

Data file can be loaded as-is

• No explicit description of its contents

• No load rule

• Data MUST be in the natural order for Essbase

Natural Order for Essbase:

• Essbase must encounter a member from every dimension before a data value

• Any valid dimension / member / alias name combination is acceptable

• Data is read according to the member names Essbase finds

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Import Data with Web Interface – “SUI Format”

• Native Planning imports require a specific formatting: First column

• Dimension members marked for “row”; there will be one member per row

Second column (and sometimes following columns) • Dimension members marked for “column”; there will be multiple columns, one per member;

data will exist in this column

Next to final column (POV)• The remaining dimension members (one per POV combination) where data should be loaded

Final column (plan type)• Name of the cube being loaded

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Import Data with Web Interface – “SUI Format”

• Sample exported data file Use as a template for import Displayed in a text editor File is of type .txt Notepad ++ or other text editor is great to use when working with these files

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Data Management

• Data integration tool that provides a single, systematic process for loading data from disparate systems into target analytical applications

• FDMEE “Lite” (Financial Data Quality Management Enterprise Edition)

• ETL for the business user – both data and metadata

• Dimensions and data

• Provides visibility, traceability, integrity, and verification processes

• Mapping capabilities by end users

• Cloud Targets and sources / Flat files

• Drill through to sources

• Fully automated with EPM Automate

• Comes with your EPM Cloud subscription

• Direct connect with Cloud ERPs

• EPM Integration Agent for on-prem relational sources

EPM Cloud

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EPM SQL Integration Agent within Data Management

• Extract, load, and translate data from on-prem sources to EPM Cloud

• Uses custom or seeded SQLs to access data

• Scripting available to access additional sources (pre/post scripting)

• Light weight on prem foot print with minimal config

• Centralized management of data source definition, filters, and queries

• Drill through to source system

• Synchronous, Asynchronous

• Supported Sources: EBS GL PS GL Custom on-prem relational sources Non-relational sources (e.g. Big Data,Third party APIs, Jython, Groovy, and Java-accessible systems)

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How to Use the EPM Data Integration Agent

• Download and install agent

• Create a template file with header row for fields returned by a query or script

• In DM, create a source for the agent using the template as the source definition

• Create the Data Integration

• Start the agent and run the integration

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Financial Data Quality Management Enterprise Edition (FDMEE)

• Data integration tool that provides a single, systematic process for loading data from disparate systems into target analytical applications

• ETL for the business user

• Provides visibility, traceability, integrity

and verification of processes

• Mapping capabilities by end users

• Targets and sources• ERPs• Data Warehouses• EPM Solutions (on-prem and Cloud)• DRM• Flat files

• Custom scripting supported

• Direct connect to on-prem ERP

• Questionable “future”

EPM Cloud,

On-prem EPM /

Essbase, On-prem

ERPs

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Introduction to OneCloud

• Cloud platform to connect and automate EPM and BI applications (E/PBCS + Essbase19c)

• Connects Oracle to non-Oracle data sources (including Anaplan, Workday, and Tableau)

• Point and click UI to build integrations and automations

• Application specific functionality / intelligence

• Self service, scheduling, notifications

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How does OneCloud work?

• Native and bi-directional integration

• Application specific functionality

• Business aware

• No custom code

• Multi-level approval

• Metadata and Data in EPM Cloud applications

• Schedule scripts and integrations

• Secure

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Data Maps

• Data Maps Map data across plan types within your

Planning application

• Dimension to dimension

• Smart List to dimension

Can be attached to data forms and run by the end user via smart push feature

Allows users to copy data from one plan type to another without other data sharing alternatives: @XWRITE, @XREF, or partitioning

• Navigate to by going to Application >> Data Exchange >> Data Maps

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Data Maps

• If you are pushing data to an ASO database Should only map level zero members in the target ASO database

• The Smart List to Dimension mapping feature Allows Smart List data to be pushed to a reporting cube where that Smart List

exists as a dimension

Users can slice and dice and report subtotals by the Smart List

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Export Data Using a Business Rule

• DATAEXPORT business rule command

One method to export data using business rules

Allows you to extract data to a text file or relational table

Use of FIX statements and IF statements allows you to isolate the desired data to be pulled

Load the extracted data to a source cube

Full process can be automated with the Job Scheduler and scheduled to run as needed

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Export Data Using a Business Rule

• Use SET DataExportOptions { }, with the options listed below (not all options are required)

• Data Export Options – to define information for the export: DataExportDecimal “n";

DataExportLevel “ALL” or “LEVEL” or “INPUT”;

DataExportColFormat ON or OFF;

DataExportColHeader “Dimension Name“;

DataExportDynamicCalc ON or OFF;

DataExportOverwriteFile ON or OFF;

DataExportDimHeader ON or OFF;

• Use the above in conjunction with DATAEXPORT command and export type, delimiter, and location

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Export Data Using a Business Rule

• Once the rule has been run, view the Inbox/Outbox Explorer to locate the exported ZIP data file

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@XREF

Enables a database calculation to incorporate values from another Essbase

database.

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@XWRITE

Enables a database calculation to write values to another Essbase database, or

within the same database.

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@XREF vs. @XWRITE

XREF:

• Pulls data from the source cube into the target cube.

• Business Rule / Calc Script will be based in the TARGET cube.

XWRITE:• Pushes data from the source

cube to the target cube.• Business Rule / Calc Script

will be based in the SOURCEcube.

• @XWRITE does not impose member and dimension mapping restrictions, which means the SOURCE and TARGET outlines can be different

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What is Groovy?

• According to Wikipedia:• “Groovy is a Java-syntax-compatible object-oriented programming language

for the Java platform.”

• From Oracle:• “Groovy is an agile, dynamic language for the Java platform that combines

smooth Java integration with the benefits of Java performance. Many features of Groovy are inspired by languages like Python, Ruby, and Smalltalk, making them available to Java developers using a Java-like syntax.”

• What is Object-oriented programming?• (OOP) is a programming paradigm based on the concept of "objects", which

can contain data, in the form of fields (often known as attributes or properties), and code, in the form of procedures (often known as methods).

• Planning CLoud uses a Java API for Groovy

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Uses of Groovy in EPBCS

• Pushing Data between cubes or to/from Strategic Modeling

• Copying data from dynamic parents to level 0 in hybrid databases

• Create complex scripts in ASO

• Creating dynamic scripts that only act on data that has been changed

• Reusable code for different forms based on members on the form

• Create dynamic FIX statements in calc scripts

• Interact with API’s (e-mail from script, real time error messages, etc.)

• Creation of metadata or change member properties

• Communicate with external resources (ex. Make http: call to anything)

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Comparing Integration Options within EPM Cloud that come with your Subscription

Integration Option Integration Where Use Case Valid Sources

Data Management

Import, Export, and Map Data

Drill through

Data ManagementMapping and / or drill through required

Usually used for repetitive monthly loads

Flat File, EPM Cloud, HCM Cloud, Financials

Cloud, *new EPM Integration agent

SUI formatImport / Export data

Very specific formatSimplified UI

Use for import/export data, free form text, and Smart List data

Prototyping, historical data loads not requiring mapping

Great for backups of data sets and quick loads

Flat File only

Data MapsPush data between cubes within app (*coming soon for cross pod)

Simplified UISync data between plan types within an

applicationCube to Cube within App

Native Essbase formatImport / Export Data

Very specific formatSimplified UI

Source file can be provided in the specific / required format; Good for moving data across

Essbase cubesFlat File only

Business Rule with DATAEXPORT function

Export Data Calculation Manager Export data to load to other systems Flat File only

XWRITE / XREF Cube to Cube Data Push/Pull Calc Manager Create rule to push / pull data to Cube to Cube within App

GroovyPush data between cubes within app; interactions with users and

dataCalc Manager – Groovy Rules

Push data between cubes within app; interactions with users and data

Cubes, Flat Files, Other

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Comparing OneCloud with other EPM Cloud integration options

Integration Option Custom Code Data Management FDMEE OneCloud

Enterprise Data Management (EDMCS)

EPM Automate

REST APIn/a REST API Native

Planning (PBCS, EPBCS, PCMCS)

EPM Automate

SUI format Native Native Native

Consolidation and Close(FCCS, ARCS)

EPM Automate

SUI formatNative Native except for ARCS Native

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Data Integration Options for OAC Essbase and Essbase 19c

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Data Integration – Essbase 19c

How will data be loaded into Essbase 19c?

EssbaseEssbase load rules

Data Sync

OneCloudData

Visualization

Smart View Cube

Designer/ Excel

Partitioning

Primary Methods of Loading Data to newer

versions of Essbase

o Essbase load rules – Tried and true Essbase

load rules with new UI and new connection

options

o Data Sync – Client tool that has capabilities to

connect many sources to Essbase cubes and

load data using load rules

o OneCloud – Third party integration and

automation solution

o Data Visualization – Essbase cubes can be

built and loaded using DV flows

o Smart View is generally used for ad-hoc

reporting but can also be utilized for data

submission.

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Essbase Load Rules

• Used to load the data into the cube by Essbase cube dimensions

• Used to build the hierarchies into the cubes

• Can be used to:• Add new dimensions and members

• Remove or change existing dimensions or members

• Modify attributes automatically

• Essbase Cloud automatically builds rules files based on the information defined in the Application Workbook

• Load data from files or other supported connections

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Essbase Connections and Data Sources

• Essbase out of the box connections enable you to connect to external sources

• This enables you to connect to on-prem sources in 19c• Oracle Database

• Essbase

• Spark

• File

• DB2

• SQL Server

• MySQL

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Essbase Connections and Data Sources

• Connections and Data Sources are ways to connect to external data from Essbase 19c

• Data Sources and Connections can be shared amongst Essbase applications

• Data Sources can be used to feed Essbase cubes with Metadata and Data

• Currently there are out-of-the-box Connections to seven technologies

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Application Workbooks

• Application workbooks are one of the main vehicles to creating and maintaining Essbase Cloud cubes

• The Application Workbook contains several worksheets that are important to the Essbase cube build process

Cube Settings

Dimensions

Data

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Dim.DimensionName Worksheet

• The Dim.DimensionName worksheet defines: The hierarchy and members for the DimensionName

Essbase Cloud creates one worksheet for each dimension

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Data.CubeName Worksheet

• The Data.CubeName worksheet contains: The data that should be loaded to the cube

The settings that control the data load (File Name), data load Rule Name, Data Load Option, Delimiter, and Header Rows to Skip

An application workbook can contain more than one data sheet

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Load Data From an Unstructured Spreadsheet to Essbase

• Build an Essbase cube with the click of a button

• Can be used as the initial setup of a cube, then edited later

• Templates provided

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Data Visualization

• Self service data exploration and analytics in visual, modern BI interface

• Connect to Essbase cubes as well as well as many other data sources for data exploration, analyses, and dashboards

• Click and drag UI to create visualizations

• Create multiple canvases / insights

• Presentation and story telling mode

• Use Data Flows to Wrangle and Mashup Data

to create new Datasets

• Load and build Essbase cubes

• Ever expanding library of visualizations

• Any user / no tech skills required

• Machine Learning

• Artificial intelligence

• Natural language

• Custom visualization plug-ins available

from Oracle’s online library

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Not Just Visualizations – You can Model with Data Flows

• You can use data flows to produce curated (combined, organized, and integrated) data sets

• Data Flows are available in the DV UI

• Build data sets from a predefined sequence

• Refresh your data regularly on a schedule

• Load data into an Essbase cube

• Load to relational table

• Data flow results are available in BI & Published Reporting

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OAC Data Sync

• Supplemental client tool to help integrate data in OAC Import / export, load data to Essbase cubes, SQL

• You can use Data Sync to upload, and manage data in OAC You can load data from files (CSV and XLSX), various relational sources

(tables, views, SQL statements), OTBI, JDBC data sources, and Oracle Service Cloud

You can load to relational tables or data sets

• You can create connections/queries directly in Essbase cubes

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Integration Options within Essbase

Integration Option Integration Use Case Valid Sources/Targets

Native Essbase format Import / Export DataSource file can be provided in the specific /

required format; Good for moving data across Essbase cubes

Flat File only

Load Rule Import Data Use to load data from other sourcesFlat File / Supported

Connection

Data Sync Import / Export DataData Sync can execute load rule; data sync

provides connectors/SQL optionsFlat File / Supported

Connection

Application Workbooks Import / Export DataLoad or export data from app workbook; non-

automated load processesExcel

Cube Designer in Smart View Export DataImport data from Excel using CD ribbon / export using MDX; non-automated export

processesExcel

MDX Export DataMove data across environments (test to

prod); Backup of dataFlat File only in Native

Essbase format

Calc Script with DATAEXPORT function

Export Data from BSO/Hybrid Export data to load to other systems Flat File only

Partitioning Cube to Cube Push / pull data from other cube Cube to Cube

OneCloud Import / Export DataUse across EPM and BI; common tool with

graphical interfaceAlmost any source/target

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Drill Through

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• Many different options (each requires its own setup, dependent on whether EPM or Essbase)

Drill Through in EPM and BI

Drill Through Option Product User Interface to

Drill

Drill Through Source: Target Notes

Action Links OAC DV DV Project Any DV source to DV source (e.g.

Essbase, relational database, cloud or on prem)

Action Links OAC BI BI Dashboard /

Analysis

Any source BI Analysis source to

any BI analysis source (e.g. Essbase, relational database, cloud or on prem)

Essbase Drill Through Essbase Smart View Excel Essbase cube to Essbase source

(which could be other Essbase cube, relational source, OTBI, OAC BI)

Replaces

Essbase Studio

Data Management EPM Cloud (Planning,

FCC, PCM)

Forms, Smart View

Excel, Financial Reports

Drill back to Data Management

staging table, EPM cloud

FDMEE On Premise Hyperion,

EPM Cloud

Forms, Smart View

Excel, Financial Reports

Drill back to staging table and/or

drill back to ERP if connected

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Drill Through in Smart View with Essbase 19c

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Creating Essbase Drill Through Report

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OAC BI Drill Using Action Links

• Guided dashboard with hyperlink to another analysis/dashboard with detail

• Pass parameters from one to the other

• Creates a drill experience for users

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OAC BI Drill Using Action Links – Transaction Detail Example

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Drill with Data Management

• https://www.youtube.com/watch?v=pfQQYjvrUvM&app=desktop

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Automation

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EPM Automate for EPM Cloud

• Command line interface that uses scripting to remotely execute common administrative tasks. There is also a scheduler feature to launch a specified task at a designated time.

• EPM Automate can be scripted to perform the following tasks (sampling of functionality):

— Import and export metadata, data, artifact and application snapshots, templates, and Data Management mappings

— Upload files into environments, list files, and delete files from the service

— Download snapshots, reports, and metadata and data files from the service

— Run business rules on data, and refresh the application

— Run a Data Management batch rule

— Generate Data Management reports, provisioning report, and user audit report

— Copy profiles to a period to initiate the reconciliation process

— Replay Oracle Smart View for Office load on an environment to enable performance testing under heavy load

— Import supplemental data from a file into Oracle Financial Consolidation and Close Cloud

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Essbase Job Console

• Essbase Cloud has a built-in jobs console• This can be useful to Administrators who want to set up jobs for

common administration tasks and then schedule them, like setting up data loads to run on a weekly basis

• The jobs console is where jobs can be set up initially and run on demand.

• From the job console an administrator can • Run an existing job on demand

• Deactivate an existing job

• View job status and details for all

jobs (non-administrators only see the

jobs they ran)

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MaxL for Essbase

• MaxL our old friend is in Essbase 19c• Only a Service Administrator can invoke and run MaxL commands.

• No learning curve if you’ve used MaxL on-prem

• Works on-prem and cloud

• Common functions performed by MaxL— Loading data to a cube

— Building a dimension

— Running calculation scripts

— Viewing cube statistics

• Used to automate tasks

• There is a new MaxL utility that connects to OAC over http/https

• Support to run MaxL via Command Line Interface (CLI) is deprecated

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Command Line Interface (CLI) for Essbase

• Command Line Interface (CLI) can be used to migrate the LCM .zip file to Essbase Cloud• The CLI can be executed from a command line or can be called from

a .bat or .sh file• In order to execute commands from the interface, a download from

Cloud is required

• Used to migrate the LCM.zip file to OAC Essbase

• Made up of other commands similar to MaxL, but not as robust

• Available commands— Calc - executes a calc script:

• calc -application appname -db cubename -script scriptfilename

— Clear - clears data and the outline: • clear -application appname -db cubename -option ALL_DATA

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Did I tell you about OneCloud?

Core BizApps for General Purpose

● Email automation● File Operations● Advanced Transformation

● Handlebars● Script Runner● FTP / SFTP / FTPS

● HTTP (GET, POST, PUT, DELETE)● JSON → Tabular● XML → Tabular

● Log Filtering● Amazon S3● Box

● Google Drive● OneDrive/Sharepoint - GA Pending● Dell Boomi Cloud Dispatcher

● Informatica Cloud Dispatcher● PagerDuty● Slack

● SnapLogic Cloud Dispatcher● MuleSoft Cloud Dispatcher (Pending GA)

Self-Service via OneCloud UI

OneCloudScheduler

OneCloudActionLink with

Parameters (URL)

OneCloud File Triggers

OneCloud API

OneCloud Chain Invocation Methods

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Managing Dimensions and Hierarchies

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Enterprise Data Management Cloud Service (EDM)

• Allows business users to manage master data (dimensions, hierarchies, etc.)

• Provides audit controls and accountability

• Allows synchronization of master data across all systems

• System validations and verifications to control hierarchies

• Compare and easily update shared hierarchies and dimensions

• Subscriptions & node type converters to manage master data across source and targets

• Approvals

• Comes with Enterprise subscription

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EDM: Central Place to Manage Dimensions, Hierarchies, Attributes

Enterprise Data Management Cloud

(EDM)

Manage common dimensions, hierarchies,

attributes, & mappings

Business user driven tool

Archived hierarchy versions

Audit trail

Essbase Cubes

Financial ConsolClose Cloud

Planning Cloud

ERPFinancials Cloud

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Key EDM Cloud Features

• Manage dimensions, hierarchies, properties, attributes by business users

• Next generation DRM; new data model design

• Business user tool / Modern graphical user interface

• Request driven batch of related changes

• Compare, rationalize, and conform structural changes

• Visualize and analyze impact of changes before committing

• Drag and drop hierarchy management with subscriptions and node type converters

• Granular change audit

• Granular security by application, dimension, node type, or hierarchy set.

• Push hierarchies into EPM Cloud apps directly and to other custom apps via exports

• Push mappings into Data Management

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Conclusion

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Comparison of Pre-Cloud vs Cloud Oracle Products

DATAINTEGRATIONPre-Cloud Product

Cloud Product Extension of on-prem? Migrate?

FDM / FDMEE FDMEE Yes Yes

---Data Management (comes with EPM Cloud subscriptions)

Yes, “Lite” version of FDMEE No

DRM EDM No – completely re-architected No

ODIFDMEE / Data Management / OAC Data Sync – OAC Load Rules, Data Integration CS

No No

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One Data Integration Solution?

Planning Cloud

FCC Cloud Profitability Cloud

Essbase HP HFM

DM Flat fileDirect connect EPM Cloud

Direct connect ERP Cloud – Financials, HCMDirect connect EBS, SQL

Not available

FDMEE*Additional licensing

Direct connect on-prem, EPM Cloud, ERP Cloud, SQL, custom scripting

Custom Script Solution

Not available

SUI Loads Flat file SUI formatFlat file / SQL SUI

format

OneCloud*Third party solution

Connectors, SUI, and DM Supported Supported Supported Supported

Essbase Load Rule

Not available Supported

Data Visualization

Not availableAlmost any source

/ Supported DV source

Data SyncNot available

Flat File, SQL, Essbase, OTBI (ERP Cloud)

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Key Takeaways

• EPM• Data Management, new EPM Integration Agent for most DI

requirements

• Lots of options for cube to cube integrations in EPM Cloud— Is Groovy is the future for cube to cube integrations?

• Future of FDMEE?

• Essbase 19c• Connections, data sources, and rules files

• Overall• Not just one tool

• Where do users want to “drill”? — Right now there is not just one setup and build?

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Questions to Determine the Best DI Strategy

• What are the Oracle EPM and BI solutions utilized?

• What are the sources of data?

• What are the targets of data?

• On Prem? Cloud? Both?

• How often should data be refreshed?

• Is drill through required?

• Are any mappings or transformations required?

• How many integrations (both data and dimensions)?

• What is the experience level of administration /build team?

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Want to learn more about interRel Consulting, Assessment, Training and

Support services?

Contact us at epm.bi/LearnMore