ORACLE

PRODUCT
LOGO

Oracle EPM at Oracle:

Hyperion Planning and Oracle Essbase
Presenters:
Matthew Bradley, VP, EPM Applications Raju Krishnamoorthy, Director, AIT
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Jim English, VP Finance
 We run the applications that run Oracle
We drive enhancements based on our experience
We share best practices with our customers

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 How Oracle Replaced Its
Legacy Budgeting and Planning Systems
and lived to tell about it

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 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

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 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

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 Legacy architecture

Oracle Financial Analyzer

Consol Ledgers (GL) (Multi dimensional Cubes)

End Users


 



Acquisition Ledgers (GL)

Primary Ledgers (GL)

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 Where we started:

  

 
  
 



  

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 Oracle’s EPM Strategy
 %(



DRM
Divisional LOB



Applications
(Planning)

Corporate Data
Corporate Reporting (CORE) Warehouse


(Essbase)


ERP CRM

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 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

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 Take One

BSO only architecture

•  All data entry
•  All actuals data load
•  All required transformations Take One
•  Aggregation of data BSO

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 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.
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 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

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 Complexity

.
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 Take Two

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 The Hybrid ASO/BSO Architecture
Actuals
ASO cube
Data Entry
BSO cube

Forecast,
Budget, etc
g
Reporting

Forecast,
(ODI)

Budget
entry
p

End Users

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 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

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 What did this REALLY get us? Results!

  


 
  
 

 


  

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 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

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 What were Oracle’s technical considerations?
The Special Sauce

•  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

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 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

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 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

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