Evan is a Certified Hyperion Professional in Hyperion Essbase & Planning, he has over 7 years of business and technical experience in Planning, Budgeting

EVAN LEFFLER

March 19th, 2014

Migrating from ExcelAdd-In With VBA to

Smart View Simplified

Evan is a Certified Hyperion Professional in Hyperion Essbase & Planning, he has over 7 years of business and technical experience in Planning, Budgeting and Analysis. He has worked with customers to implement Hyperion Planning applications, Disaster Recovery solutions, Hyperion reporting tools and gaining understanding of customers’ business needs and technology.

Relevant Project Experience

Evan Leffler, Project LeadAreas of Expertise: • Enterprise Performance

Management• Planning, Budgeting and

Analysis• Business Intelligence

Industries• Automotive• Technology• Transportation/Logistics• Hospital• CPG/Retail• Aerospace/Defense • Manufacturing• Oil & Gas• Commercial Lending• Pharmaceutical• Private Equity

Technology• Oracle (Hyperion)• Essbase (ASO/BSO)• Planning• ODI• FDM• DRM• EPMA/SmartView• Web Analysis• Financial Reporting• SmartView/Excel Add-In• LCM• Automation Scripting/MaxL• SQL

EducationBentley College, B.S. in Management with Minor in IT

CertificationsHyperion Certified Professional in Essbase & Planning

Pharmaceutical Designed implementation approach for migration of existing HAL processes for integration into ODI. Migration of 9x Planning environment to 11.1.2.2.

Commercial LendingDesigned and implemented nightly automation Disaster Recovery solution to remote offsite location utilizing 11.1.2.2. One-click, turn key solution with full error handling, metadata refresh , & data load.

Oil & GasAssisted in design efforts and was lead implementation consultant for Indirect/GA Planning database. Served as liaison between clients and consulting team in translating business requirements in successful implementation. Implemented nightly Automation routines for nightly backup of environment utilizing MaxL, Windows Scripting and LCM. Extensive build out in multi product EPMA environment utilizing HFM, ASO/BSO, Data Syncs, Planning, FDM, EAL, & Financial Reports using 11.1.2.2.

ManufacturingImplemented enhancements to pre-existing Planning application. Designed metadata and data synchronization routines across multiple environments within 11.1.1.3. Conducted UAT, training, and roll out to international subsidiaries. Served as Planning Administrator and trusted advisor for over a year until client was able to locate permanent position.

Defense ContractorParticipated in design discussions and implementation of a Planning for a branch of the Armed Services. Instrumental in design, test, and roll out of multiple calculations. Created and maintained Planning application and metadata updates. Assisted in infrastructure installs.

Aerospace/DefenseImplemented and designed Web Analysis dashboard for managerial analysis against an ASO reporting cube. Acted as system admin for ASO, managing metadata, member formulas, and orchestrating scheduled aggregations. Created automated MaxL routines for rebuild and reload of database.

Consumer Product Goods/RetailAided in Web Form, Report, Outline design and implementation. Conducted performance tuning to BSO calculations and outlines. Data transformations utilizing SQL used in load and unit testing of calculations.

Consumer Product Goods/RetailImplemented a full roll out of ODI to facilitate MDM synchronization. Participated in maintenance of MDM hierarchies and Planning applications. Full roll out, spec, and build of all management reporting requirements.

HospitalAided in implementation and rollout of a Planning application to approximately 150+ users for a hospital specializing in Children’s care. Implemented roll out of ODI to facilitate hierarchy synchronization.

FocusServicesPeopleMethodologyCustomersPartnership

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Agenda

Features of SmartView

Migration Process Methodology

SmartView – A First Glance

Oracle VBA Conversion Wizard

Q&A

Features in SmartView, Not in Add-In

Excel Add-In Obsolete as of 11.1.2.3, maintenance mode as of January 2013

Latest version of SmartView we will see today is 11.1.2.5.200Supports Office 2013 with one installer for both 32 and 64 bit environments

• Multi platform compatible• Essbase, Planning (offline as well), Reporting, OBIEE, HFM, HSF

• Easy install from Workspace • Many options regarding display of data

• Use of Cell Styles, Formula Retention, Control Over #Missing, Alias display• Increased POV Functionality

• Ability to toggle on/off

• Advanced retrieval functionality• Butterfly Reports, Multi-Grid Connections, Cascading, Refresh All, Multiple

Flashbacks (Think Undo)

• Integration into Microsoft product suite – Word, PowerPoint, Excel, Outlook

• 64-bit Office support• Acceptance and use of HTTP(s) / SSL Environments

• Oracle sourced\supported Extension “Power Packs” delivering many requested features

Custom Add-In Ribbons do exist…I know

Agenda

Agenda





Q&A

Reality Check

• The reality is…

Manual code translation is inevitable

..but don’t worry, there’s a methodology for that

…and that’s why you’re here


Test

Inventory

Rationalize

Assess

Migrate

• Divide and conquer

• Task multiple people with the efforts to reduce missed requirements if possible

• Identify how many workbooks contain Essbase VBA code

• Categorize workbooks in groups• Reports (sub-categorize into report types, departments

expenses, balance sheets, executive reports, etc.)• Submission templates• Utilities• Error proofing• Etc.

Inventory

• How many workbooks/worksheets are there?


Rationalize

• Are there multiple Excel workbooks that do the same thing?• Standardize as much as possible

• Is VBA a long term solution for your organization?

• Is there an application already existing that may appease the requirement

• OBIEE, Financial Reporting, Web Analysis, Planning, etc.

• Be honest…How many people have this skillset?

• How many of these workbook/worksheets are current?

Assess

• How many workbooks need to be updated?

• Of the workbooks that need to be updated, how many use the same functions?

• Capture like code sequences• Reuse as much as possible to save time/rework

• Standardizing the VBA functions• Reduce cost of maintenance

• Categorize level of effort for conversion to SmartView• Easy / Moderate / Impossible to convert

Assess – Oracle VBA Conversion Wizard

For the Smart View VBA Conversion tool and other Power Packs visit the following link:

http://www.oracle.com/technetwork/middleware/smart-view-for-office/downloads/index-088403.html

• The Oracle VBA Conversion Wizard is a solution offered by Oracle to assist with converting VBA code from the Classic Essbase Add-In API to the Smart View API

Features:• Scans VBA code for Add-In function references• Updates Essbase functions with SmartView functions, where possible• Offers suggestions on replacement functions where applicable• Identifies code that cannot be converted/does not have an equivalent

function in the Smart View API

This will NOT convert API code, just function references

• The Oracle VBA Conversion Wizard can help in assessing the scope of the updates needed.

• General • Connection• Ad hoc • Form • Cell • POV• Calculation script and business rule• Calculation, consolidation, and

translation Member • Options • MDX query • Menu • Dynamic link

Asses, cont. - VBA Function Types

Obsolete Excel Add-In VB calls:

• EssVGetHctxFromSheet• EssVGetDataPoint• EssMenuLock

*In most cases “Ess” has been replaced with “Hyp”

Function classifications:

Migrate

• Update all VBA code, where applicable

• When possible, use the same VBA code and/or functions to reduce maintenance and coding time

• Institute the use of descriptive comments• This helps when passing support of the code to new users

• Keep original copies of all Excel workbooks and code for reference

• Ensure versioning will not create an issue upon migration• OS and Application level

• Every converted workbook should be a new set of files

Test

• If there is a mix of versions of either Excel or SmartView in the environment, be sure to test the workbooks against all possible combinations to ensure compatibility, or identify combinations that will not be supported.

• Common point of failure due to underestimation of time required to complete

• This is a stand alone project and testing is instrumental to its success

• Remove or disable the Classic Essbase Add-In during testing, to ensure that the functionality is only using the Smart View Add-In.

Oracle provides an updated compatibility matrix which can be found here for versions 11.1.2.x – 9.2:

http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-supported-platforms-085957.html

Agenda

Agenda




Q&A


Q & A

Demo: Smart View Conversion Wizard


*Note: You cannot insert an Excel workbook. File type must be of type .bas.






Agenda

Agenda




Q&A



Demo: Smart View – Version Info

Version Info of Smart View

Demo: Smart View - Shared Connections

Demo: Smart View – Essbase vs. Planning

Demo: Smart View – Essbase Options

Demo: Smart View – POV Toggled On

Demo: Smart View – POV Toggled Off

Demo: Smart View – Multi Connection

Demo: Smart View – Butterfly Report / Sub Vars

Demo: Smart View – Planning Web Form

Demo: Power Packs – Sub Vars

Demo: Power Packs – Table of Contents

Demo: Power Packs – Quick Options



Q & A

Evan Leffler I Edgewater RanzalProject Lead

Cell: (781) [email protected] | www.ranzal.com

THANK YOU!

mailto:[email protected]

Documents

Evan is a Certified Hyperion Professional in Hyperion Essbase & Planning, he has over 7 years of business and technical experience in Planning, Budgeting