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5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 ORACLE PRODUCT LOGO Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Presenters: Matthew Bradley, VP, EPM Applications Raju Krishnamoorthy, Director, AIT Jim English, VP Finance

Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

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Page 1: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

ORACLE PRODUCT

LOGO

Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Presenters: Matthew Bradley, VP, EPM Applications Raju Krishnamoorthy, Director, AIT

Jim English, VP Finance

Page 2: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

We run the applications that run Oracle We drive enhancements based on our experience We share best practices with our customers

6 Insert Information Protection Policy Classification from Slide 8Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Page 3: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

How Oracle Replaced Its

Legacy Budgeting and Planning Systems and lived to tell about it

Page 4: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

In the beginning�

•  Legacy systems were in place across Oracle

•  Financial reporting needed a consistent set of tools

• No standard solution for Corporate and LOB

• No enterprise-wide reporting solution

Page 5: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

What we needed

• Replace legacy systems

•  Implement “Best in Class” solution – standardize! •  Provide unified and integrated reporting solution •  Incorporate enterprise BI and effective change

management

Page 6: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Legacy architecture

Consol Ledgers (GL)

Acquisition Ledgers (GL)

Primary Ledgers (GL)

Oracle Financial Analyzer (Multi dimensional Cubes)

End

Use

rs

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Page 7: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Where we started:

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Page 8: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Oracle’s EPM Strategy

Corporate Reporting (CORE) (Essbase)

Div

isio

nal L

OB

A

pplic

atio

ns

(Pla

nnin

g)

CRM

Corporate Data Warehouse

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DRM

ERP

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Page 9: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Definitions •  Aggregate Storage Option (ASO)

–  Fast aggregation –  Large, sparse data sets –  Large outlines – No specialized calculations required in the cube

•  Block Storage Option (BSO) – Data entry / Planning – Complex calculations / allocations – Separate data entry from data loads – Replicated partitions

Page 10: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Insert Information Protection Policy Classification from Slide 8

Take One

BSO only architecture

•  All data entry •  All actuals data load •  All required transformations •  Aggregation of data

Take One BSO

Page 11: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

But there were problems

• Data aggregation took too long •  Extensive downtime • Data transformations took hours • Unpredictable and inconsistent

It just didn’t work. Good tool. Bad implementation.

Page 12: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Back to the drawing table

•  Explored various options to fix the issue – Essbase 32bit vs. 64 bit option –  Tuning various calc scripts – Reduce the amount of data in the cube

•  Partnered with PD to redesign the solution – Oracle’s Size + Complexity of requirements demanded a different

approach

Page 13: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Complexity

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Page 14: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Take Two

Page 15: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Rep

ortin

g

Fore

cast

, B

udge

t en

try

Forecast, Budget, etc (ODI)

End Users

pg

Data Entry BSO cube

Actuals ASO cube

The Hybrid ASO/BSO Architecture

Page 16: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Hybrid ASO/BSO architecture worked •  All Corporate forecasting/budgeting in Corporate

Reporting (CORE)

•  Source of truth for internal and external reporting

• Global solution covering all LOB 24/7

•  1000+ users

Page 17: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

What did this REALLY get us? Results!

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Page 18: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

Planning is paramount!

• Settle on the dimensionality early on • Design the dimensions to allow for ease of synchronization • Synchronize dimensions between cubes • Follow best practices • Establish a metadata maintenance process

Page 19: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

What were Oracle’s technical considerations?

•  BSO performance –  Fragmentation – Commit blocks – Memory requirements during outline restructure

•  ASO performance considerations – Stored and dynamic dimensions –  Logical clear vs. physical clear during data loads

The Special Sauce

Page 20: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

What did we learn?

•  The right tools = dramatic performance improvement – Hybrid ASO/BSO architecture – Relational database

•  Intermediate data store (staging area) • Automation of various business rules

– Oracle Data Integrator • End to end automation (ETL) • Pre-built integration with EPM

Page 21: Oracle EPM at Oracle: Hyperion Planning and Oracle … Oracle EPM at Oracle: Hyperion Planning and Oracle Essbase Author: Oracle Corporation Subject: Oracle EPM at Oracle: Hyperion

25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8

What The Future Holds

•  Additional Essbase/Planning Solutions • OBIEE 11g on Essbase

–  Zero data discrepancy between OBIEE 11g and Smart View

•  Blending data between reporting systems (Global DW, CORE, ODS)

•  Pre-requisites – Conform dimensions – Common security definitions