March 19th, 2014 - HUGmnhugmn.org/Downloads/techday2014/2014 HUGmn Oracle TechDay - Mi… ·...

March 19th, 2014

Evan is a Certified Hyperion Professional in Hyperion Essbase & Planning, he has over 7 years of

business and technical experience in Planning, Budgeting and Analysis. He has worked with

customers to implement Hyperion Planning applications, Disaster Recovery solutions, Hyperion

reporting tools and gaining understanding of customers’ business needs and technology.

Relevant Project Experience

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Evan Leffler, Project Lead Areas of Expertise:

• Enterprise Performance

Management

• Planning, Budgeting and

Analysis

• Business Intelligence

Industries

• Automotive

• Technology

• Transportation/Logistics

• Hospital

• CPG/Retail

• Aerospace/Defense

• Manufacturing

• Oil & Gas

• Commercial Lending

• Pharmaceutical

• Private Equity

Technology

• Oracle (Hyperion)

• Essbase (ASO/BSO)

• Planning

• ODI

• FDM

• DRM

• EPMA/SmartView

• Web Analysis

• Financial Reporting

• SmartView/Excel Add-In

• LCM

• Automation Scripting/MaxL

• SQL

Education

Bentley College,

B.S. in Management

with Minor in IT

Certifications

Hyperion Certified Professional

in

Essbase & Planning

Pharmaceutical

Designed implementation approach for migration of existing HAL

processes for integration into ODI. Migration of 9x Planning

environment to 11.1.2.2.

Commercial Lending

Designed and implemented nightly automation Disaster Recovery

solution to remote offsite location utilizing 11.1.2.2. One-click,

turn key solution with full error handling, metadata refresh , & data

load.

Oil & Gas

Assisted in design efforts and was lead implementation consultant

for Indirect/GA Planning database. Served as liaison between

clients and consulting team in translating business requirements

in successful implementation. Implemented nightly Automation

routines for nightly backup of environment utilizing MaxL,

Windows Scripting and LCM. Extensive build out in multi product

EPMA environment utilizing HFM, ASO/BSO, Data Syncs,

Planning, FDM, EAL, & Financial Reports using 11.1.2.2.

Manufacturing

Implemented enhancements to pre-existing Planning application.

Designed metadata and data synchronization routines across

multiple environments within 11.1.1.3. Conducted UAT, training,

and roll out to international subsidiaries. Served as Planning

Administrator and trusted advisor for over a year until client was

able to locate permanent position.

Defense Contractor

Participated in design discussions and implementation of a

Planning for a branch of the Armed Services. Instrumental in

design, test, and roll out of multiple calculations. Created and

maintained Planning application and metadata updates. Assisted

in infrastructure installs.

Aerospace/Defense

Implemented and designed Web Analysis dashboard for

managerial analysis against an ASO reporting cube. Acted as

system admin for ASO, managing metadata, member formulas,

and orchestrating scheduled aggregations. Created automated

MaxL routines for rebuild and reload of database.

Consumer Product Goods/Retail

Aided in Web Form, Report, Outline design and implementation.

Conducted performance tuning to BSO calculations and outlines.

Data transformations utilizing SQL used in load and unit testing of

calculations.

Consumer Product Goods/Retail

Implemented a full roll out of ODI to facilitate MDM

synchronization. Participated in maintenance of MDM hierarchies

and Planning applications. Full roll out, spec, and build of all

management reporting requirements.

Hospital

Aided in implementation and rollout of a Planning application to

approximately 150+ users for a hospital specializing in Children’s

care. Implemented roll out of ODI to facilitate hierarchy

synchronization.

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Focus

Services

People

Methodology

Customers

Partnership

About Edgewater Ranzal

15 Years

700+ clients

1000+ projects

Dashboards & Scorecards, Financial

Analytics & Reporting, Operational Analytics,

What-if Analysis, Query & Reporting, Visual

Exploration

Financial performance, Legal,

Segment & Mgmt Reporting, Financial

Close

HFM Optimization, Performance Lab

SOX Compliance Support

Strategic Finance, Planning,

Budgeting, Forecasting, Workforce

Planning, Capital Planning, Project

Financial Planning, Public Sector

Planning and Budgeting

Data Integration, Financial Data

Management, Data Warehousing,

Master Data Management &DRM,

ETL Services, Automation

Project/Program Mgmt, EPM

Road Maps, Application

Reviews, Business

Requirements, Process

Change, Documentation

Installation, Upgrades,

Migration, System

Monitoring, Backup and

Recovery, Disaster

Recovery, Load Testing,

Hardware Sizing, Exalytics

Benchmarking

Consolidation

Business

Intelligence

Enterprise

Planning

Infrastructure

Training &

Support Services

Project

Management

Data

Services

Costing &

Profitability

Mgmt

Support Services – Infrastructure &

Application Support Contracts

Key Teach Course Delivery: Planning, Essbase, Financial

Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE

Custom Training Delivery: Process & Reporting

We offer a full spectrum of EPM/BI Services

HPCM Standard & Detailed

Models, Waterfall Allocations,

Activity Based Costing,

Customer, Product & LOB

Profitability

Nate Gruys I Edgewater Ranzal

Business Development Manager

Cell: (952) 210-8377

ngruys@ranzal.com | www.ranzal.com

Stop by the Edgewater Ranzal table TODAY!

Meet the Experts and Register to Win Great Prizes

Grand Prize: Free Conference Pass to Kscope ‘14! *Guessing Game: Starbucks Coffee Beans in the jar

*Closest guess wins!

*Winner must be able to accept prize for themselves or colleague and go to conference

*Prize is conference pass only. Does not include travel, lodging, etc.

Raffle Prize: $100 American Express Gift Card

*Drop off your business card for random drawing at end of day

Agenda

Features of SmartView

Migration Process Methodology

SmartView – A First Glance

Oracle VBA Conversion Wizard

Q&A

Features in SmartView, Not in Add-In

Excel Add-In Obsolete as of 11.1.2.3, maintenance mode as of January 2013

Latest version of SmartView we will see today is 11.1.2.5.200

Supports Office 2013 with one installer for both 32 and 64 bit environments

• Multi platform compatible

• Essbase, Planning (offline as well), Reporting, OBIEE, HFM, HSF

• Easy install from Workspace

• Many options regarding display of data

• Use of Cell Styles, Formula Retention, Control Over #Missing, Alias display

• Increased POV Functionality

• Ability to toggle on/off

• Advanced retrieval functionality

• Butterfly Reports, Multi-Grid Connections, Cascading, Refresh All, Multiple

Flashbacks (Think Undo)

• Integration into Microsoft product suite – Word, PowerPoint, Excel, Outlook

• 64-bit Office support

• Acceptance and use of HTTP(s) / SSL Environments

• Oracle sourced\supported Extension “Power Packs” delivering many requested

features

Custom Add-In Ribbons do exist…I know

Agenda

Agenda

Features of SmartView

Migration Process Methodology

SmartView – A First Glance

Oracle VBA Conversion Wizard

Q&A

Reality Check

• The reality is…

Manual code translation is inevitable

..but don’t worry, there’s a methodology for that

…and that’s why you’re here

Migration Process Methodology

Test

Inventory

Rationalize

Assess

Migrate

• Divide and conquer

• Task multiple people with the efforts to reduce missed

requirements if possible

• Identify how many workbooks contain Essbase VBA code

• Categorize workbooks in groups

• Reports (sub-categorize into report types, departments

expenses, balance sheets, executive reports, etc.)

• Submission templates

• Utilities

• Error proofing

• Etc.

Inventory

• How many workbooks/worksheets are there?

Migration Process Methodology

Rationalize

• Are there multiple Excel workbooks that do the same thing?

• Standardize as much as possible

• Is VBA a long term solution for your organization?

• Is there an application already existing that may

appease the requirement

• OBIEE, Financial Reporting, Web Analysis,

Planning, etc.

• Be honest…How many people have this

skillset?

• How many of these workbook/worksheets are current?

Assess

• How many workbooks need to be updated?

• Of the workbooks that need to be updated, how many use the

same functions?

• Capture like code sequences

• Reuse as much as possible to save time/rework

• Standardizing the VBA functions

• Reduce cost of maintenance

• Categorize level of effort for conversion to SmartView

• Easy / Moderate / Impossible to convert

Assess – Oracle VBA Conversion Wizard

For the Smart View VBA Conversion tool and other Power Packs visit the following

link:

http://www.oracle.com/technetwork/middleware/smart-view-for-

office/downloads/index-088403.html

• The Oracle VBA Conversion Wizard is a solution offered by Oracle to assist

with converting VBA code from the Classic Essbase Add-In API to the Smart

View API

Features:

• Scans VBA code for Add-In function references

• Updates Essbase functions with SmartView functions, where possible

• Offers suggestions on replacement functions where applicable

• Identifies code that cannot be converted/does not have an equivalent

function in the Smart View API

This will NOT convert API code, just function references

• The Oracle VBA Conversion Wizard can help in assessing the

scope of the updates needed.

• General

• Connection

• Ad hoc

• Form

• Cell

• POV

• Calculation script and business rule

• Calculation, consolidation, and

translation Member

• Options

• MDX query

• Menu

• Dynamic link

Asses, cont. - VBA Function Types

Obsolete Excel Add-In VB calls:

• EssVGetHctxFromSheet

• EssVGetDataPoint

• EssMenuLock

*In most cases “Ess” has been

replaced with “Hyp”

Function classifications:

Migrate

• Update all VBA code, where applicable

• When possible, use the same VBA code and/or functions to reduce

maintenance and coding time

• Institute the use of descriptive comments

• This helps when passing support of the code to new users

• Keep original copies of all Excel workbooks and code for reference

• Ensure versioning will not create an issue upon migration

• OS and Application level

• Every converted workbook should be a new set of files

Test

• If there is a mix of versions of either Excel or SmartView in the environment,

be sure to test the workbooks against all possible combinations to ensure

compatibility, or identify combinations that will not be supported.

• Common point of failure due to underestimation of time required to

complete

• This is a stand alone project and testing is instrumental to its

success

• Remove or disable the Classic Essbase Add-In during testing, to

ensure that the functionality is only using the Smart View Add-In.

Oracle provides an updated compatibility matrix which can be found here for

versions 11.1.2.x – 9.2:

http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-

supported-platforms-085957.html

Agenda

Agenda

Features of SmartView

SmartView – A First Glance

Migration Process Methodology

Q&A

Oracle VBA Conversion Wizard

Demo: Smart View Conversion Wizard

Demo: Smart View Conversion Wizard

*Note: You cannot insert an Excel workbook. File type

must be of type .bas.

Demo: Smart View Conversion Wizard

Demo: Smart View Conversion Wizard

Demo: Smart View Conversion Wizard

Demo: Smart View Conversion Wizard

Demo: Smart View Conversion Wizard

Agenda

Agenda

Features of SmartView

SmartView – A First Glance

Migration Process Methodology

Q&A

Oracle VBA Conversion Wizard

Demo: Smart View Conversion Wizard

Demo: Smart View – Version Info

Version Info of Smart View

Demo: Smart View - Shared Connections

Demo: Smart View – Essbase vs. Planning

Demo: Smart View – Essbase Options

Demo: Smart View – POV Toggled On

Demo: Smart View – POV Toggled Off

Demo: Smart View – Multi Connection

Demo: Smart View – Butterfly Report / Sub Vars

Demo: Smart View – Planning Web Form

Demo: Power Packs – Sub Vars

Demo: Power Packs – Table of Contents

Demo: Power Packs – Quick Options

Demo: Power Packs – Quick Options

Demo: Power Packs – Quick Options

Evan Leffler I Edgewater Ranzal

Project Lead

Cell: (781) 771-6524

eleffler@ranzal.com | www.ranzal.com