Leveraging ASO with Hyperion Public

Sector Planning and Budgeting(PSPB)

Session ID#: 10271

Prepared by:
Tejas Patel - Principal Consultant
Sanjay Purohit
AST Corporation REMINDER
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 Utilities
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Framework 11g
 WebCenter Content 11g
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 Hyperion Planning 11
 Essbase 11
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Agenda
■ What is PSPB
■ What is ASO
■ Why ASO with PSPB
■ Key Design Considerations
■ Maintain ASO Metadata
■ ASO Data Load
■ Automation
■ Tips
■ Summary
Public Sector Planning and Budgeting

■ Flexible planning and budgeting solution for public sector

■ Out of box decision package functionality
■ Easy integration with Oracle eBS(GL) and PeopleSoft
■ Reports and budget book publication functionality
■ Allocate cost by program, project and other GL segments
■ Support data push from SmartList to dimension
■ Pre-built models to meet business needs
▪ Employee
▪ Position
▪ Employee and Position
Aggregate Storage Option(ASO)

■ Support MDX and report scripts

■ Data is not stored in .pag and .ind file but in table format
■ Support more number of dimensions and members
■ Primary used for data aggregation
■ Reports run faster than BSO
■ No need to run aggregation
■ Can be created as plan type of Planning application
■ Easy metadata maintenance from planning dim editor
Why ASO with PSPB

■ Smart list can be mapped to a

dimension
■ Faster aggregation and
retrieval
■ Store historical data with
more dimensions
■ Easy data sync using MRA
■ Report can be run using
either chart of account or
position driven elements
■ Easy metadata management
using planning dim editor
Key Design Considerations

■ HCP is prebuild from Oracle and does not have GL

segments
■ Segment/chart of accounts are mapped via Smarlist
■ Positions are tied up with HROrg/Payroll section
■ Benefits are tied up with positions
■ Special pays are tied up with Positions
■ Grades/Benefits/Special Pay are charged to cost
centers
■ How to get right position costing to right account, fund
and cost centers
■ How to report and track expenses ?
Key Design Considerations Cont.
Position/Employee Salary Grades

Salary Grades > Employee or Position > HrOrg/PayRoll Section
Key Design Considerations Cont.
Position/Employee Benefits

Benefits > Employee or Position > HrOrg/PayRoll Section
Key Design Considerations Cont.
Position/Employee Tax Details

Tax Details > Employee or Position > HrOrg/PayRoll Section
Key Design Considerations Cont.
Additional Earnings

Additional Earnings > Employee or Position > HrOrg/PayRoll Section
Key Design Considerations Cont.
Position/Employee Allocation

Allocation > Employee or Position > HrOrg/PayRoll Section
Key Design Considerations Cont.
Reports/Budget Book
Segment Type Used in Report Dimension(ASO)
Job Code SmartList Yes Job Code
Location Code SmartList No No dimension in ASO
Union Code SmartList Yes Union Code
Account Dimension Yes Account
Entity Dimension Yes Entity
Fund Dimension Yes Fund
Program Dimension Yes Program
Project Dimension Yes Project
Position Dimension Yes Position
BudgetItem Dimension Yes BudgetItem
Element Dimension Yes Element
Employee Dimension Yes Employee

Used in Report
Not Used in Report
Important ASO Features (11.1.2.3)

ASO as a Plan Type while creating PSPB application

• ASO is created as part of planning app but create new app

• Similar name cannot be used to ASO app and planning app
Important ASO Features Cont.

Manage Substitution Variables from Workspace

• A single place to update the variables for both the application/plan

type
• No technical expertise and reduce maintenances efforts
Important ASO Features Cont.

• Forms can be built using ASO

• Support read and write operations
• Support member and formula calculations
Important ASO Features Cont.

Dimension Security

• The similar security applies to ASO and BSO

• No need to create separate ASO security filters
Load/Maintain ASO Metadata

Enable Member Plan Type for ASO Cube

• Single place to add/modify member properties and UDAs

• Member formula can be written via dim editor
Load/Maintain ASO Metadata Cont.

Register ASO Plan Type in FDMEE

Loading Data
MRA (LineItem to ASO Push)

• Data can be pushed from BSO to ASO but not ASO to BSO
Loading Data Cont.

MRA (HCP to ASO Compensation Push)

• Select Application
• Map Dimension
• Point of View
Automation Script

■ Main Script
Tips

■ Educate user to make clear and simple

requirement
■ Store historical data in ASO cube. After the
budget cycle ends push historical data from
BSO to ASO and clear BSO
■ Data entry in BSO at level zero, for faster
aggregation push to ASO
■ Use ASO for Decision Package/Budget Request
Aggregations
ASO with PSPB Summary

■ Substitution variables
■ Dimension and members
■ Security
■ Data load
■ Faster data retrieval
■ More dimensions to analyze data
■ Easy to publish books and reports
Q&A

25
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