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Qubix International Limited – Hyperion HFM Bootcamp Page 2
31st January 2013
Author: Saravanan Singaravadivelan
Qubix International Limited
Highclere House 5 High Street, Knaphill
Surrey, GU21 2PG Tel: +44 (0) 1483 480222
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CONTENTS
10 EPM ARCHITECT ...................................................................................................... 4
10.1 SECTION OBJECTIVES ................................................................................................................... 4 10.2 UPGRADE FROM CLASSIC TO EPMA .............................................................................................. 4 10.2.1 Upgrade using EPMA File Generation ............................................................................ 4 10.2.2 Upgrade using Transform Classic to EPM Architect Module ........................................ 22
10.3 MAINTAIN DIMENSIONS IN EPMA .............................................................................................. 26 10.3.1 Maintain Dimensions Using Workspace ....................................................................... 26 10.3.2 Maintain Dimensions Using Flat Files ........................................................................... 40
10.4 MAINTAIN EPMA APPLICATIONS ................................................................................................. 45 10.5 DATA SYNCHRONIZATION ........................................................................................................... 48 10.6 CALCULATION MANAGER ............................................................................................................ 59
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10 EPM ARCHITECT
10.1 SECTION OBJECTIVES
The focus of this Chapter is to review EPM Architect, which was introduced initially in System 9.3
and is the future direction for managing metadata across all the Hyperion products. It is accessed
through the Workspace client and it allows developers to manage the hierarchies either manually
or through automation using interface tables or flat files.
At the end of this section, you will be able to:
Upgrade from Classic to EPMA using File Generator tool or the Transform Classic to EPM Architect module
Maintain all dimensions using Workspace or Flat Files
Maintain EPMA applications
Setup Data Synchronisation
Automate Tasks
Write Rules using Calculation Manager
10.2 UPGRADE FROM CLASSIC TO EPMA
10.2.1 UPGRADE USING EPMA FILE GENERATION
1. Run the EPM Architect File Generation tool, which shows on the Start > Programs > Oracle EPM System > Foundation Services > Performance Management Architect menu as Start EPMA File Generator.
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2. Select the From HFM Files tab.
3. Browse to select the Profile, Security and Metadata files copied just now.
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4. Specify the name for the EPMA import file. Set as a new file or replace the existing one.
5. Click on Execute.
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6. Click on Close. For more detail and explanation on File Generator, please refer to page 9 of the epma_file_gen_user.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
7. Browse to D:\1HFMBootCamp\EPMA folder (or your own directory), there should be a new file being created, EPMAImport.ads. This is the file we import to re‐create the application in EPMA.
8. If you right click on the EPMAImport.ads file and open with TxtPad, you can actually check what the file contains.
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9. Logon to Workspace and click on Navigate > Administer.
10. Select Application Library.
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11. This screen will display all the applications in EPMA version.
12. Click on File > New.
13. Select Application to create a new EPMA application.
14. Apply a name to the application, QBCEPMA1.
15. Select Consolidation from the Type drop down list.
16. Apply a description, QBC HFM EPMA Application ‐ Re shell.
17. Tick the Create Blank Application box.
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18. Click on Finish at the bottom of the screen.
19. The middle screen above represents the QBCEPMA1 application, which is now empty.
20. We will now import the Profile, Security and Metadata we converted earlier using the File Generator.
21. First of all, we need to create an Import Profile. Select File > Import.
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22. Select Create Profile.
23. Apply a name to the profile, QBCConsol_App.
24. Select Flat File from the Import Type drop down menu.
25. Apply a description to the profile, QBCConsol Application Profile ‐ re shell.
26. Select QBCEPMA1 from the Application drop down menu.
27. Click on Browse.
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28. Click on Browse, select D:\1HFMBootCamp\EPMA\ (or your own directory) and select EPMAImport.ads file.
29. Click on Upload.
30. Click on OK.
31. Change Column Delimiter to | and click on Next at the bottom of the screen
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32. Tick the Create dimension for the non‐mapped…. Box
33. Here you have the choice to Replace/Merge existing dimensions and where to merge them, bottom or top of the tree.
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34. Change the Reorder Type to Merge To Top and click on Next.
35. Click on Finish at the bottom of the screen.
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36. Click on Yes.
37. Click on the Click here to navigate to the Job Console.
38. The Job Console gives you an update of the status of imports/Deployments/Validations being performed on the system.
39. The status above shows the import has been successfully completed.
40. Click on Import Result to see details of the import.
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41. Select the Dimension Library tab if it’s open , if not then select again Navigate > Administer > Application Library.
42. Double click on QBCEPMA1 application.
43. Right click on QBCEPMA1 and select Refresh.
44. Now expand QBCEPMA1 to check what dimensions have been loaded. Next to each dimension there is a (Local), as opposed to (Shared) to specify whether dimension/member is shared or not.
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45. If you then expand Account or Entity, you should recognise some of the accounts we used with the Classic version.
46. On the Account dimension, you can notice the Hierarchies (ExchangeRates, BS etc.) have been added at the top of the trees, this is due to the option we selected earlier.
47. For more detail and explanation on Dimension Import, please refer to page 39 of the epma_admin.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
48. We need now to load the Rules file we built on Chapter 6 using the Classic version. First we have to migrate the Classic version Rules file (.rle) to a version that EPMA can read. Run the Rules Migration utility file FMRulesMigrator.exe from
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C:\Oracle\Middleware\EPMSystem11R1\products\FinancialManagement\Utilities folder.
49. Click on the Browse button of the RLE file path and select file QBCConsol Rules – Final.rle from D:\1HFMBootCamp\Rules\ folder. Change the Output file path to D:\1HFMBootCamp\EPMA\ folder. Use QBCEPMA1 for Application Name.
50. Select Multi‐block component and click on Convert and click on OK when you get the message saying the file has been successfully converted.
51. Select Navigate > Administer.
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52. Select Calculation Manager.
53. This module is used to write Rules in EPMA and will display ll the Rules for all EPMA applications, these being HFM, Planning or Essbase.
54. Expand Consolidation > QBCEPMA1 > Calculate and expand RuleSets and Rules. These folders are empty as we still haven’t imported or created any Rule yet.
55. Select File > Import.
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56. Browse to the D:\1HFMBootCamp\EPMA\ folder (or your own directory) and select QBCConsol Rules – Final.xml file.
57. You don’t need to Update Location Details, as the location details are in the .xml file import itself.
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58. Click on Import.
59. This box gives you a summary of what has been imported/not imported into the application.
60. Click on OK.
61. Right click on QBCEPMA1.
62. Select Refresh. You will see some + sign appearing next to RuleSets and Rules.
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63. Expand Rules. This folder will now contain the Rules calculation we uploaded from the Classic version file.
64. For more detail and explanation on Rules Import, please refer to page 262 of the cmgr_admin.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
65. The application QBCCONSOL has now been rebuilt in EPMA version.
66. You can now close all tabs.
10.2.2 UPGRADE USING TRANSFORM CLASSIC TO EPM ARCHITECT MODULE
67. Before you run this utility, please note that when the application is upgraded to EPMA, it can no longer be edited by using the Classic administration. In Workspace, select Navigate > Administer.
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68. Select Transform Classic to EPM Architect.
69. Click on Next.
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70. This window will display all the applications (HFM, Planning or Essbase) and will
specify whether the application is available for upgrade to EPM Architect or
not
71. Click on Next.
72. Select QBCCONSOL and move it to the right box.
73. Click on Next.
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74. After you click on Finish, the Classic version of QBCCONSOL application will no longer be available. Click on Finish.
75. The window above shows you the status of the conversion. Click on the Refresh
button to refresh the page.
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76. Application QBCCONSOL has now been converted to EPM Architect. To check the application, select Navigate > Administer > Application Library. You should find QBCCONSOL in the list of EPMA applications.
77. For more detail and explanation on the wizard, please refer to page 36 of the epma_admin.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
10.3 MAINTAIN DIMENSIONS IN EPMA
10.3.1 MAINTAIN DIMENSIONS USING WORKSPACE
78. Logon to Workspace and click on Navigate > Administer > Application Library.
79. Double click on QBCEPMA1 application to open Dimension Library.
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80. We will now add a few members to the Entity dimension. Expand Entity (Local), then expand GROUP and right click on entity ENTITY_GBP_TOT.
81. Select Create Member > As Sibiling.
82. Apply the name ENTITY_CAD_TOT and click on OK.
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83. Select newly created entity, you will then see the entity Properties displayed on the right box.
84. Double Click on Alias (Value) box and click on the button that will appear next to it.
85. Enter Entity in CAD currency – Total for the English Alias and click on OK.
86. Double click on Currency (GBP) box, click on the button that will appear next to it.
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87. Select CAD from the list, tick the Allow Adjustments attribute, select Y from the Is ICP drop down menu and tick the Allow Adjustments From Children attribute. Click on Save.
88. Right click on ENTITY_CAD_TOT and select Create Member > As Child.
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89. Apply the name ENTITY_CAD1 and click on OK.
90. Select newly created entity, you will then see the entity Properties displayed on the right box.
91. Enter BU1 in CAD currency for the English Alias.
92. Tick the Allow Adjustments and select Y from the Is ICP drop down menu. Click on Save.
93. Add ENTITY_CAD2 and ENTITY_CAD3 in a similar way as children of ENTITY_CAD_TOT.
94. We now decide that we no longer need ENTITY_CAD3. To delete it, right click on ENTITY_CAD3 and select Delete Member.
95. Tick Remove all instances and click on OK.
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96. We now want to add these entities to the GEO > AREA2 entity as well.
97. Right click on AREA2 and select Insert Shared members > As Child.
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98. Expand GROUP > ENTITY_CAD_TOT from the left box, select ENTITY_CAD1 and ENTITY_CAD2 and bring them across to the right box.
99. Click on OK.
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100. The two entities are now present in both GROUP and GEO hierarchies.
101. We now want to make Entity dimension a Shared dimension, so that we can use it for different other application. At present it is a (Local) dimension. This dimension might be associated to other dimensions; therefore we might need to
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copy other dimension than just Entity. To see which other dimensions are associated to Entity, right click on Entity (Local) and select View Associations.
102. It’s Alias, Currency, HoldingCompany, SecurityAsPartner and SecurityClass.
103. Right click on Alias (Local) and select Share Dimension.
104. Click on OK.
105. Repeat previous step for Currency and SecurityClass.
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106. You will now notice the Alias, Currency and SecurityClass dimensions have switched to (Shared). This means any change you make to these dimensions within Shared Library will automatically update the QBCCONSOL dimensions as well.
107. Right click on Entity (Local) and select Share Dimension.
108. Click on OK.
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109. We now need to re‐create the same dimension association for Entity within the Shared Library.
110. Right click on Entity within Shared Library, select View Associations. If the associations is same as above then click on OK. If not then right click on Entity within Shared Library.
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111. Select Create Association.
112. Select Alias from the Property and Dimension drop down lists and click on OK.
113. Repeat the three previous steps and select Currency, SecurityAsPartner and SecurityClass this time. After you have added the above, view the Entity association again and it should be like the following.
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114. Apply the following dimension association (where applicable) for Alias, Currency and SecurityClass dimensions.
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115. Add ENTITY_CAD4 under Entity > GROUP > ENTITY_CAD_TOT within the Shared Library. Then right click on QBCEPMA1 and select Refresh. The entity should automatically appear there too.
116. For more detail and explanation on Dimension Maintenance, please refer to page 77 of the epma_admin.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
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10.3.2 MAINTAIN DIMENSIONS USING FLAT FILES
117. Browse to D:\1HFMBootCamp\EPMA\Dimensions and open file Custom1 Dimension.ads using TxtPad.
118. This file represents the Custom1 dimension migrated from Classic application QBCCONSOL.
119. The first section (Dimensions) defines the dimensions present on the file, in this example only Custom1.
120. Below each section header there is a line which represent the attribute header of the members.
121. The above represent the Name of the dimension, which is Custom1, DimensionClass which is Generic, the DimensionAlias which is Custom1 and the CustomDimensionID which is 1.
122. The second section defines the associations between the dimensions, what we saw earlier on Workspace for the Entity dimension. This association allows the correct settings of the attributes for each member.
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123. The third section defines all the members in the Custom1 dimension, all the attributes and the hierarchical relationship between parent and child of each Custom1 member.
124. Close the file.
125. We will now load the Custom1 dimension in the file above onto the Shared Library. Open Workspace, select Navigate > Administer > Dimension Library.
126. To load a file in Workspace we need to have an import profile available. Let’s create one. Select File > Import > Create Profile.
127. Apply Custom1Dim to Profile Name box.
128. Select Flat File from Import Type drop down.
129. Apply Custom 1 Dimension Import to Description box.
130. Select Shared Library from Application drop down. This will allow you to load the dimension into Shared Library as opposed to QBCCONSOL application only.
131. Click on Browse and select the file D:\1HFMBootCamp\EPMA\Dimensions \Custom1 Dimension.ads.
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132. Click on OK.
133. Select | from the Column Delimiter drop down and click on Next at the bottom of the screen.
134. Tick Create dimensions for the non‐mapped… option. This will make Custom1 appear on the Shared Library column.
135. Select Merge to Top in the Reorder Type column. This will add all members at the top of the Custom1 Hierarchy.
136. Click on Next at the bottom of the screen. This window will allow attributes mapping, if different.
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137. Click on Finish at the bottom of the screen.
138. Click on Yes.
139. Select Click here to navigate…. option of click on Close.
140. Click on the Refresh button from the toolbar.
141. Custom1 dimension will now appear in the Shared Library box.
142. Load now Custom2‐4 dimensions using the file D:\1HFMBootCamp\EPMA\Dimensions \Custom2‐4 Dimension.ads.
143. Remember you have to create a new import profile to do that.
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144. You dimensions on the Shared Library should look like this, after importing the file.
145. For more detail and explanation on EPMA Flat Files, please refer to page 45 of the epma_admin.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
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10.4 MAINTAIN EPMA APPLICATIONS
146. Logon to Workspace, select Navigate > Administer > Application Library and select QBCCONSOL.
147. For each application the boxes above will be shown, listing a Summary, Dimensions, Properties, Descriptions, Synchronizations and Rules in place for the application selected.
148. The Summary box gives you a status of the application.
149. As you can see from the box, dimension metadata and rules haven’t been deployed yet.
150. Right click on QBCCONSOL application.
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151. Select Validate > Application.
152. Select Click here to navigate…. option.
153. If successful, right click on QBCCONSOL application from the Application Library tab and select Deploy > Application.
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154. Click on Deploy.
155. Select Click here to navigate…. option.
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156. Click on Refresh. If Status is on Completed it means the application has been successfully been deployed onto the EPMA Server.
157. Select Application Library tab and select QBCCONSOL.
158. The Summary box should now display the In synch with deployment status.
159. For more detail and explanation on EPMA Application Maintenance, please refer to page 217 of the epma_admin.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
10.5 DATA SYNCHRONIZATION
160. On this exercise, we are loading data from ACTUAL to FORECAST scenarios within QBCCONSOL application.
161. Logon to Workspace, select Navigate > Administer > Data Synchronization. If you are accessing this module for the first time, you might get the following message.
162. Click on OK.
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163. Select File > New > Synchronization.
164. Select Hyperion Application and click on Next.
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165. Select QBCCONSOL on the Select Source window and click on Next.
166. Select QBCCONSOL on the Select Destination window and click on Next.
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167. The table automatically matches the dimensions where possible. Lines can be extended to match additional dimensions, by selecting the source dimension, click and drag the mouse onto destination dimension. A line will appear between the two dimensions.
168. If you needed to remove a link, right click on the line and select Remove Link.
169. Right click on the Scenario line and select Define Mapping.
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170. Click on the Source Application Scenario empty cell and click on Pick Member.
171. Select ACTUAL and click on OK.
172. Click on the Destination Application Scenario empty cell and click on Pick Member.
173. Select FORECAST and click on OK.
174. Click on Next.
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175. Click on Validate.
176. Click on OK.
177. Click on Next.
178. Apply a name and description to the mapping and click on Finish.
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179. Once you have added some mapping , Click on the Save button from the toolbar.
180. Apply a name and description and click on OK.
181. Select the data Synchronizer tab.
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182. The screen now shows two extra items, 1 mapping icon and 1
synchronization icon.
183. Each item can be right clicked and edited, duplicated or deleted.
184. Right click on Actual To Forecast Data icon and select Validate Synchronization.
185. Select Merge from the Mode drop down and click on OK.
186. Select Click here to navigate…. option.
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187. Click on Refresh button until the validation task is completed.
188. There might be some errors as data is copied for Base members but also for Parent members, which cannot be written.
189. You can click on Destination Log to see the log details.
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190. The following grid displays the data in the system before the Sync is run. As you can see there’s data for Actual but not for Forecast.
191. Right click on Actual To Forecast Data icon and select Execute Synchronization.
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192. Click on OK.
193. Select Click here to navigate…. option.
194. Click on Refresh button until the validation task is completed.
195. There might be some errors as data is copied for Base members but also for Parent members, which cannot be written.
196. The grid below shows the data been copied from ACTUAL to FORECAST scenario.
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197. For more detail and explanation on Data Synchronization, please refer to page 261 of the epma_admin.pdf guide saved under D:\1HFMBootCamp\11.1.2.2 Guides\ folder.
10.6 CALCULATION MANAGER
198. Logon to Workspace and select Navigate > Administer > Calculation Manager.
199. Expand Consolidation > QBCCONSOL.
200. At present there is no Rules in Calculation Manager for QBCCONSOL, so we need now to import the Rules file we created during Chapter 6 “Rules”. First we have to migrate the Classic version Rules file (.rle) to a version that EPMA can read. Run the Rules Migration utility file FMRulesMigrator.exe from C:\Oracle\Middleware\EPMSystem11R1\products\FinancialManagement\Utilities folder.
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201. Click on the Browse button of the RLE file path and select file QBCConsol Rules – Final.rle from D:\1HFMBootCamp\Rules\ folder. Change the Output file path to D:\1HFMBootCamp\EPMA\ folder and use a different file name, i.e. containing QBCCONSOL. Use QBCCONSOL for Application Name.
202. Select Multi‐block component and click on Convert and click on OK when you get the message saying the file has been successfully converted.
203. Select File > Import.
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204. Click on Browse and select file D:\1HFMBootCamp\EPMA\QBCConsol Rules – Final – QBCCONSOL.xml.
205. Click on Import.
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206. Click on OK.
207. Click on the Refresh button and expand Consolidation > QBCCONSOL > Calculate > Rules Sets.
208. You can now see that some Rules have been added to the application.
209. Let’s deploy the Rules onto the server so that the application will have some calculation in it.
210. Browse to the Application Library tab and select QBCCONSOL.
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211. You will notice the bottom right box has some rules in there.
212. Right click on QBCCONSOL and select Deploy > Rules.
213. Click on the link to navigate to Job Console.
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214. Rules have now been deployed onto the server and can be run from the QBCCONSOL application.
215. The application summary will now show the Rules are deployed.
216. Access the QBCCONSOL application using Navigate > Applications > Consolidation menu and load data grid KPI_ACT_CHECK. Once loaded, open the Data Grid.
217. Make sure the PoV is set as below.
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218. The grid shows two KPI accounts which are calculated using Dynamic rules, as per exercise on Chapter 6.
219. We now want to insert a new calculation for dynamic account KPI2102 “Net Profit %”.
220. Browse back to the tab (Calculation Manager) and expand Consolidation > QBCCONSOL > Dynamic > Rules.
221. Right click on Dynamic_Rule4 and select Open.
222. The window above represent the Dynamic Rule within QBCCONSOL and it allows you to design a rule from start to end in a readable graphical way. This
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rule incudes a shared component (Dynamic_Comp12), which means any change made to this component will automatically update any rule containing this component. The shared component in this case is a Formula.
223. On the Existing Objects left pane, expand QBCCONSOL > Formulas.
224. Select the shared component Dynamic_Comp11, which we saw just now within the Dynamic_Rule4 calculation. Right click on it and select Open.
225. This formula component includes two calculations of KPI accounts, KPI2101 and KPI2103. Let’s now add calculation of account KPI2102, which is MGMTPL / MGMTREV as a %.
226. Click on Add Grid and select Insert Grid (After) to add a new calculation. This will add a new empty line.
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227. In the Comment box enter Dynamically calculates Net Profit Margin (%).
228. Select the content of the first cell at the top and copy it.
229. Paste the content on the second line of calculation.
230. Modify the content to read KPI2102.
231. Select the content of the first line of calculation and copy it.
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232. Paste the content in the second of calculation.
233. Modify now the second line of calculation to include account MGMTPL instead.
234. Click on the Save button on the toolbar.
235. Click on OK and click on the Validate button.
236. Select Both and click on OK.
237. Close the Dynamic_Comp12 and Dynamic_Rule4 tabs. Back to the System View tab. Right click on Dynamic_Rule4 and select Refresh. Now open it again.
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238. Select the Dynamic_Comp12 icon from the Rule Designer pane at the top.
239. Select the Formula tab .
240. As you can see the formula contains calculation for KPI2102 that we just added and it’s shared with any other rules containing this formula component.
241. Click back on the Begin icon on the Rule Designer pane at the top.
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242. Select the Script tab.
243. The screen displays the calculation included in the component. You can recognise some of the vb scripting we wrote during Chapter 6. Close the Dynamic_Rule4 tab.
244. We now need to re‐deploy the rules onto the EPMA server. Select Actions > Deploy. Browse back to the System View tab and select View > Deployment View.
245. Expand Consolidation > QBCCONSOL. This shows which Rules have been deployed and which needs deploying.
246. Expand To be deployed and expand Dynamic.
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247. As you can see Main_Dynamic rule has got a Status of Modified, as per changes we made just before, and needs Validation. Right click on it and select Validate.
248. Select Both and click on OK.
249. Click on Ok. Click on the Refresh button on the toolbar.
250. The status is now on Valid.
251. Select QBCCONSOL, right click on it and select Deploy.
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252. Click on the link to open the Job Console.
253. Deployment has successfully completed. Close the Job Console tab and back to the Deployment View tab.
254. Click on the Refresh button on the toolbar and expand Consolidate > QBCCONSOL > To be Deployed > Dynamic.
255. The status is now on Deployed. Let’s now check the result of this deployment on the data. Access QBCCONSOL application and open KPI_ACT_CHECK data grid.
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256. Click on the Designer View and select Account dimension.
257. Add accounts MGMTPL and KPI2102 and click on OK.
258. As you can see, new account KPI2102 is correctly calculating the %.
