HPCM: Tips, Techniques, and Optimizing Applications

Tips, Techniques & Optimizing HPCM

ApplicationsAlex Cohen

Impetus Consulting Group

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TIPS, TECHNIQUES AND OPTIMIZING

HPCM APPLICATIONS

Alex Cohen

Founding Partner


@alex_cohen13

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AL E X COHE N: F OUNDING PART NE R

Background:

� Over seventeen years of consulting experience in the area of strategic cost management, performance management and business intelligence

� Specializes in Driver Based Modeling with extensive implementation expertise in:� Activity-Based Cost/Management (ABC/M)

� Shared Service Chargeback, Cost-to-Serve� Profitability Analytics� Driver Based Planning� Performance Measurement

� Proven project leader of complex integrated solutions

� Combines technical and functional expertise to design and deliver the right solution for clients

� Regarded as a one of the premier subject matter experts for Hyperion Profitability & Cost Management (HPCM)

� Publishes a blog on advanced planning, profitability and costing principles: alextheallocator.blogspot.com

Industries Experience:

� Data Management� Distribution� Financial Services� High Technology� Media� Medical Technology� Insurance� Pharmaceutical� Retail� Social & Online Media

Technical Skills:

� Hyperion Planning (Certified) & Essbase (Certified)

� Hyperion Profitability & Cost Management (HPCM)

� SAP Profitability and Cost Management (PCM) & Metify

� CRG FlexABM

� Anaplan Solution Architect (Certified)

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• Your Performance is our Focus

• We combine leading Enterprise Performance Management tools and

proven methodologies to deliver sustainable value to our clients

• The Impetus team has a proven track record of implementing complex

integrated solutions for Planning, Costing and Profitability

• Impetus consultants combine technical and functional expertise to

design and deliver the right solution for each of our clients

• Impetus partners with leading EPM software providers ensure the right

fit for each clients

IMPETUS CONSULTING GROUP: WHO WE ARE

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• Cube Optimization

• One vs. Multiple Models

• So Many Assignments, So Little Time

• Reciprocal Allocation

• The Right Tool For The Job

AGENDA

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• Forget what you know about optimizing Essbase and Planning cubes

- Starting Point for optimization: Set the largest target dimension to Dense, all

other dimensions Sparse

- Default: Measures/Allocation Type are Dense is not recommended

- Large blocks tend to perform better than small blocks

• Flatter hierarchies are preferred

- Reduces the size of the database & risk of exceeding Essbase BSO limits

for # of blocks and # of cells

CUBE OPTIMIZATION

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• Challenge: Forcing multiple allocation methodologies into a one size

fits all model

- ……without confusing users with excess dimensionality

• Consideration: Multiple models does not mean more maintenance or

extra calculation time and can actually improve both

• Solution: Create a smaller/simpler model for each methodology

- Less confusing dimensionality

- Execute multiple models concurrently and separately

- Opportunity for decreasing calculation time

- Greater flexibility

ONE COMPLEX MODEL VS MULTIPLE SIMPLE MODELS

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ONE COMPLEX MODEL VS MULTIPLE SIMPLE MODELS

On Size Fits All

Stage 1 Stage 2 Stage 3 Stage 4

Account Activity Channel Sub-Channel

Cost Center Cost Center Cost Center Product

LOB

Revenue


Account LOB Channel Sub-Channel

Cost Center Cost Center Cost Center Product

Expense


Account Activity Channel Sub-Channel

Cost Center Product

One Size Fits AllOne Size Fits All

RevenueRevenue

ExpensesExpenses

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SO MANY ASSIGNMENTS, SO LITTLE TIME

alancingchangemindfully.com

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• Challenge: How to maintain assignment logic as new members are

added

• Consideration: The fewer Assignments and Assignment Rule

Selections, the faster the model will run

• Solution: Create automated process to create the Assignments and/or

Assignment Rule Selections via ODI, SQL Statements or other ETL

tools

- Leverages HPCM Staging tables

- Limits Assignments and Assignment Rule Selections to only those

intersections that have data

- Most commonly used for initial stages of model

• Highest likelihood of new members and/or intersections


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• In Activity Based Models, most Cost Center / Account (Stage 1)

combinations use the same Assignment Rule to allocate to Activities

(Stage 2)

• Created over 700 Assignment Rules and built an ODI process to

concatenate members from source data file to identity Assignment

Rules


HOW THIS HAS BEEN USED

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RECIPROCAL ALLOCATIONS

www.seomastering.com

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• Resist the urge to put everything in HPCM

- Consider the best option for the user

• Review all requirements and user interactions

THE RIGHT TOOL FOR THE JOB?

www.saunderslog.com

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THE RIGHT TOOL FOR THE JOB?

STANDARD ARCHITECTURE

• Evaluate what tools you own and leverage them

- Staging – Data Warehouse / Marts

- Data entry & Review – Planning

- Driver preparation – Essbase (BSO) / Planning

- Shared Service

- Detailed Allocations

- Reporting – Essbase (ASO)

- ODI, DRM, EPMA – Data / Metadata Mgmt

www.davidslack.co.uk

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HPCM APPLICATIONS

What Questions Do

You Have?

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HPCM APPLICATIONS

Alex Cohen

Founding Partner


[email protected]

: @alex_cohen13

Blog: alextheallocator.blogspot.com