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EAL for HFM in the Real World Brian Marshall USAnalytics

Essbase Analytics Link - The Magic Decoder Ring · PDF fileEssbase&database&or&another&type&of&source& altogether Again,&won’t&provide&real-time&updatesasquickly ... Essbase Analytics

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EAL  for  HFM  in  theReal  World

Brian  MarshallUS-­Analytics

l Introductionl What  is  EAL?l What  are  my  alternatives?l Building  Bridgesl Ways  to  extract  datal Essbase  Challengesl Manipulating  Datal Automating  Processes

Agenda

US-­Analytics  is  an  industry  leading  professional  services  firm  focused  on  helping  clients  successfully  establish  and  maintain  long  term  Business  Intelligence  (BI)  and  Enterprise  Performance  Management  (EPM)  applications  and  programs.

• BI  and  EPM  Strategy  and  Processes• Custom  and  packaged  BI  and  EPM  Applications• Oracle  Infrastructure• Managed  Services  and  Hosting

For  over  a  decade,  market  leading  companies  have  trusted  US-­Analytics  to  solve  complex  business  problems,  drive  managerial  excellence,  and  deliver  operational  agility.

Learn  more  at  Booth  #107  orwww.us-­analytics.com

l 10+  Years  with  US-­Analyticsl Focused  on  Essbase,  Planning  and  HFM  Data  Extraction

l 4th straight  year  presenting  at  KScopel ODTUG  Webinar  Coming  Soon  (Planning  Repository)

Brian  Marshall

l Essbase  Analytics  Link  provides  several  mechanisms  for  extracting  data  from  HFM● Transparent  Essbase  Partition● Replicated  Essbase  Partition● RDBMS  Data  Extract

l Not  just  basic  extraction,  but  mapping  and  translation● Mapping  tables  in  data  store

What  is  EAL?

l Extended  Analytics● Requires  relational  database  skills● Terrible  Meta-­Data

l Star  Analytics● Great  automation  options

l HFM  Tables● Not  supported  by  Oracle● Much  more  difficult  as  of  11.1.2.2

What  are  my  alternatives?

l Requires  some  configuration  before  the  actual  bridge  is  created

l Configure  the  following:● HFM  Server,  Application,  and  Region● Essbase  Server,  Application,  and  Database● Data  Synchronization  Server● Data  Store

Building  Bridges

HFM

Add  an  HFM  Server: Add  an  HFM  Application:

Essbase

Add  an  Essbase  Server: Add  an  Essbase  Application  an  Database:

DSS  and  Data  StoreConfigure  your  DSS  (you  only  need  to  do  this  once): Add  a  Data  Store:

l Now  you  can  finally  create  your  actual  bridge

Building  Bridges

The  Bridge  – Summary

The  Bridge  – Data  Synch

The  Bridge  – Properties

The  Bridge  – Target  Grid  Design

The  Bridge  – Essbase

The  Bridge  – Extract

l Transparent  Partitions● Great  if  you  just  need  to  replicate  HFM  functionality● Provides  near  real-­time  updates  of  data  on  an  easy  to  modify  interval

● Not  so  great  if  you  need  to  integrate  the  HFM  data  with  anything  else

Ways  to  Extract  Data

l Replicated  Partitions● Great  if  you  need  the  data  to  physically   live  in  Essbase

● Great  for  Essbase  admins  that  don’t  have  access  to  a  relational  database  or  the  knowledge  necessary  to  maintain  one

● Won’t  provide  real-­time  updates  as  quickly● Requires  more  complex  scripts  for  scheduling  (powershell)

Ways  to  Extract  Data

l Relational  Database● Great  if  you  need  to  move  the  data  to  another  Essbase  database  or  another  type  of  source  altogether

● Again,  won’t  provide  real-­time  updates  as  quickly● Again,  requires  more  complex  scripts  for  scheduling● Requires  an  additional  RDBMS  and  the  knowledge  to  use  one

Ways  to  Extract  Data

l Meta-­Data● Everything  in  the  outline  from  EAL  will  have  a  ~● Meta-­data  in  the  data  store  still  isn’t  great

l Data● The  Value  Dimension● Eliminations

Essbase  Challenges

l Transparent  partitions  won’t  really  work  for  thisl Replicated  partitions  are  great  for  Essbase-­savvy  users● Calc script  exports  are  your  friend

l Relational  extracts  are  great  for  SQL-­savvy  users

l Data  regions  are  very  important

Integrating  HFM  Data

Demo

l Transparent  partitions  can  just  use  the  data  synchronization  service

l Replicated  partitions  and  relational  extracts  require  more  effort● EAL  API● PowerShell  Scripts

Automating  Processes

Demo

l Q&A