Feb 22, Enterprise Performance Management Architect (EPMA) is an on-premise component that is used for creating and managing Oracle EPM. Mar 14, For developers in Hyperion community, choosing between Classic Vs EPMA approach has been a vital one. This blog gives a brief insight to. Oct 9, This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this.

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Wpma BI EE View all Infosys blogs. Planning uses a combination of Essbase for multi-dimensional analysis, allocations, forecasts and calculations and relational storage for additional planning metadataand is generally accessed by end-users either through the Planning Web Application part of EPM Workspaceor through Excel via SmartView or the classic Excel add-in.

Orace me though, I created my application using the standard dimensions and in shared mode, choosing to create period and year ones at the same time. Kracle “proper” way of doing it though is to use the Data Synchronizer feature within EPMA, which can bring in data from applications such as Financial Management, in the future it’ll link to Oracle GL, but for now we can point it towards the interface tables I mentioned previously or files, as I’m going to use in the final example.

Data Synchronization, like the Dimension and Application Libraries, is accessed from the Workspace menu.

If you are starting from scratch then this is not needed. Subscribe to Our Monthly Newsletter! This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this “Planning” application works; how does its architecture look, what are the typical development tasks that are associated with it and how do you get data in, and out of it.

Also, one should not be changing the application directly within Essbase using EAS.


Using EPMA for Managing Hyperion Planning Applications

Unlike the Outline Load Utility which uses one format, input files for dimensions into EPMA use another, and after a bit of experimentation I got one together that firstly defines the dimension that we’ll be importing, then the list of dimension members, then the hierarchy within the dimension.

One can use shared dimensions wherein the same dimension can be reused across applications. To use EPMA for managing Essbase specific application outline members, ensure that you are using Essbase in external mode i. Posted by Tarun Chaturvedi on March 14, 3: The first hurdle with this is that EPMA needs Microsoft Internet Information Services to run, and so I dug out the Windows CD and installed it feeling a bit dirty in the processthen got all the services up and running.

You can’t use the Outline Load Utility to load your dimension metadata, you have to use Profiles and the Dimension Library, but you can use regular data loads from EAS if you don’t want to use Data Synchronization.

So how did it all pan out, compared to creating a Planning application using the Classic Application Wizard? Once the file is imported and then processed, you can then check back into the EPMA Dimension and Application libraries to see the newly created dimension members and hierarchy. Note the option in the above screenshot to “auto-create local dimensions”. Then once the file definition is complete, you then odacle the tool to define a new “data synchronization”, which maps the incoming fields to the dimensions in your application, with the remaining field containing the data for the specified account.

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Leave a Reply Cancel reply Enter your comment here It is very good orxcle managing Planning and HFM metadata. Entityfor organizational units, countries or similar current calculations are based around these Scenarioso that you can try different types of plan or planning methods Versiontypically top-down or bottom-up, but also allowing you to split plans into public ones and ones for internal use Periodsuch as financial period, month, financial quarter etc Year typically split from period to make plans easier to work with Accountthe measures in the plan such as profit, margin, costs etc In addition, you can define your own dimensions to allow you to budget by product, for example.


Using MaxL Scripts through an unix shell or batch script 7. That is meant for the respective product administration tools. You are commenting using your Twitter account. Probably the easiest way is to do an old-fashioned data load into the Essbase database. If you opened up Essbase Administration Services and took a look at the application, a typical one would look like this: Who knows, but for now this is how planning applications using EPMA are initially put together.

Well I was discussing it with Venkat as I went through the process, and it was interesting to see how restrictive using EPMA can become once you start using it. So after running through the upgrade myself on one of epm classic applications, I thought I’d run through the process of creating a new one from scratch, just using EPMA.

Using EPMA for Managing Hyperion Planning Applications

Up until System 9, you would create Planning applications using the Planning administration tool, which allows you to define the application in metadata before deploying it to a suitable Essbase server.

This also was created as a local dimension, again using the wizard, as shown below. The following list gives all the possible ways that i can think of for loading data into Essbase 1.