A Deep Dive into HPCM for Planning and Essbase Professionals

A Deep Dive into HPCM for Planning and Essbase Professionals

Mike Killeen, Sr. VP of Technology & Strategy

Alecsandra Mlynarzek, Principal Consultant

Edgewater Ranzal

Introduction to Ranzal

� Oracle Platinum Consulting Partner - 100% Focus on Oracle/Hyperion Business Analytics (EPM/BI)

● 195+ Full time EPM/BI Billable Consultants throughout the US, Canada and the United Kingdom

� EPM & BI Experience & Success

● 1,800+ Oracle EPM & BI projects for 850 clients successfully delivered since our founding in 1996● 1,800+ Oracle EPM & BI projects for 850 clients successfully delivered since our founding in 1996

� Depth & Breadth of EPM & BI Service Offerings

● Product Experts across the full EPM/BI Suite - Planning, HFM, HTP, FCM (ARM), HSF, HPCM, Essbase, BI/Endeca, DRM, FDMEE

● Visioning & Roadmaps, Full Life Cycle Implementations, Technical Review & Assessments, Staff

Augmentation

� Ranzal Oracle ACEs Across EPM/BI Platform

� Direct line to Oracle Development, Customer Advisory Boards, Beta Testing, Author Certification Exams

Service Offerings

� Customized & Core Product Training Delivery

● HPCM Model Types: Standard Model, Detailed Model, Management Ledger

� Profitability Project Initiation & Analysis Services

● Multi-Phase, Multi-Product Strategic Roadmaps & Visioning

● Future State Process Definition

● Costing Requirements Analysis & Proof of Concept Development

Costing & Profitability Management Offerings

Financial Close

BusinessIntelligence

Enterprise● Costing Requirements Analysis & Proof of Concept Development

� Full Life Cycle Application Delivery By Type:

● Shared Service Costing & Charge Backs

● Operational Transfer Pricing & Inter-Unit Charges

● Global Expense Allocations - Dept & Project

● Management Profitability – Segment, Region & LOB

● Operational Profitability – Client, Product & Service

Project Experience & Resource Capability

� 18 Experienced Full Time Consultants in the U.S. and EMEA

� Over 20 HPCM projects delivered (100 Total Globally)

� Comprehensive approach incorporates other tools such as DRM, FDMEE & OBIEE

� Close Relationships with Oracle Development – involved in initial Product Architecture

Financial Close Suite

EnterprisePlanning & Analytics

Data IntegrationServices

Training &Support Services

Advisory ServicesInfrastructure

Costing &Profitability

Mgmt

� What is HPCM and what does it do?

� Common points between HPCM and Planning & Essbase

� HPCM Modules

Agenda

● Standard Profitability

● Management Ledger

● Detailed Profitability

� HPCM vs Planning/Essbase

� Q&A

• Packaged Profitability functionality

• Computes Profitability for Units, Segments and Services

• Pre-Built Framework for profitability modeling:

• Pre-Built Data Model

• Support for Multiple Cost & Revenue Allocation methodologies

• Pre-Built Validation Reporting – Pre & Post Execution

HPCM - Hyperion Profitability & Cost Management

6

• Pre-Built Validation Reporting – Pre & Post Execution

• Graphical Interactive Traceability Maps

• A User-Driven application

• Measures, Allocates and Assigns Cost and Revenues via User Defined Rules

• Finance User-facing Model Development & Execution

• Provides Scenario Modeling for Decision Making

• Tightly integrated with the full Oracle Hyperion EPM Suite

• Shared Data and Master Data Administration

• Shared Reporting Tools like Financial Reports, Smart View for Office, OBIEE

• Shared Security Administration

• Proven Technology Stack

Common points with Planning and Essbase

Essbase Planning

HPCM shares the following concepts with Essbase and Planning

BSO ASO

- Calculation scripts

- Dimension Build Rules- Data Load Rules

- Lev0 Exports- Smart View

- EPMA or non-EPMA

- Product Repository

- Web interface- Concept of POV in the web

interface- Closed/Open POVs

- Rules

&

• Analyze different chargeback approaches to yield optimal mix of services versus costs incurred

• Provide key stakeholders confidence in the numbers produced and methodologies

• Define consistent allocation and charge back methodology across all management cycles.

Audit and Accuracy Shared Methodology

• Give units the detail costs they incur for the service consumed.

• Compare effectiveness

TransparencyFlexibility

Why HPCM? For these Key Requirements…

versus costs incurred by the entity.

• Rapidly evolve methodologies as the business changes.

• Provide What-If capabilities to assess impact of key business decisions on bottom line.

methodologies employed to ensure compliance.

• Achieve this through meaningful allocations, automation, and system controls.

cycles.

• Create consistent comparisons when reviewing and updating methodology result and planning for future management cycles.

• Compare effectiveness of internal unit services with those of external providers to ensure efficiency.

• Allow LOB managers to understand cost to serve and profitability results.

8

Group HQ

Group Overhead (e.g. CEO)

Group Services (e.g. Property, Controllership, IT)

Inter Unit Charges ( e.g. Transfer Pricing, Contractual Charges)Inter Unit “Regulatory”

Division 1

Shared Services

Division 2 Division 3

HPCMApplications

Division 1

Overhead

Services

Fully Allocated

P&L (e.g. Channel,

Fund, Region)

Expense Allocations

Fully

Allocated “Thin

Ledger”

Product Profitability

Customer Profitability

Operational Profitability

“BI”

Division 2

Overhead

Services

Fully Allocated

P&L (e.g. Channel,

Fund, Region)

Division 3

Overhead

Services

Fully Allocated

P&L (e.g.

Channel, Fund, Region)

Solution Architecture with HPCMAd Hoc Published Reports

GL or HFM

OperationalSystem

Supply Plan

DemandPlan

OBIEE Reports

HPCM Data Mart

Metadata Management

Web

Office

Manual Data

Input

Pre & Post-Allocations Data Processing

Attributions & Adj

ETL/FDMEE.txt file

.csv file

Calculations

Validations

Centralized Reporting

DRM

� HPCM has currently 3 separate modules:

� Standard Profitability (since Version 11.1.1.1)

� Focuses on contribution analysis, following the flow of cost and revenue data through

multiple stages of the allocation process to determine where data is coming from, and where it is being allocated to.

HPCM Modules

it is being allocated to.

� Detailed Profitability (since Version 11.1.2.2)

� Provides a single-step allocation of pools or rates from a single source to a destination for

the purpose of analyzing profitability. Used for highly granular hierarchies and data sets.

� Management Ledger (since Version 11.1.2.4)

� Designed for use by analysts who have deep domain experience in the computation and reporting methods of management reporting, but who may not have much experience with

Essbase and scripting syntax or programming languages.

HPCM Modules comparison

Standard Profitability stands out as the

module that caters for highly complex allocations models and offers the widest

range of reporting capabilities.

Detailed Profitability stands out as the Detailed Profitability stands out as the “heavy-lifter” of the 3 modules, enabling

users to define simple allocation models with a wide range of dimensions and

metadata granularity.

Management Ledger combines both the metadata granularity as well as the logics

complexity enabling users to define custom models without restricting or

limiting the level of detail required for reporting.



� HPCM Modules

Agenda





� Q&A

Find more details in the Appendix section

Standard Profitability – under the hood

EPMAHPCM

HPCM repository

HPCM Staging Area

BSO ASO

OR

Calculation Cube Reporting Cube

ASOMetadata Cube

Standard Profitability - Metadata

POV DimensionsSystem Dimensions

Measures

Business Dimensions

AllocationType

Standard Profitability - Stages

12

3 .

45

A dimension is

created in the

Essbase

outline for

each stage

Repeat

dimensions

between

stages as

many times

as needed

You can

have

max 9

Only 3

dim/stage Intra

Stage

- Changes in stage definition

require full deployment- Reporting requirements are

crucial when defining stages- Driver dimensions must be

defined based on model logics, driver data granularity and

driver exceptions

1 3 . 5each stage

where it is

used

as neededmax 9

stages

Stage

Standard Profitability – Driver definition

• Set of predefined drivers

• Select to apply drivers to either Cost or Revenue layer or both

• Define the sequence priority• Enable to allow idle or use default option to

redistribute driver values as a 100% baseredistribute driver values as a 100% base

• Even

• Simple• Percentage

• Simple Weighted• Variable

• Variable Weighted• Fixed and Variable

• Custom

IF (“S3_Driver”->“[S3_S_Department]@[NoDepartment]”-> “[S3_Account]@[NoAccount] <> #MISSING)

CalculatedDriverValue = “S3_Driver”->“[S3_S_Department]@[NoDepartment]”-> “[S3_Account]@[NoAccount];

ELSE …..

Standard Profitability – Assignments & Rules

Rules can be defined as combinations of Level 0 and

Upper level members.

Direct assignments can be created only between Level0 Members on both Source and Target stages.

You can have unlimited number of rules/assignments.

Direct assignments and Assignment rules are defined per

stage using only Dimensions within that Stage

Rules be applied selectively based on Business requirements.

Assignments and rules selections can differ by POV.

Users can define or modify rules and assignments in HPCM web.

Artifacts can be loaded in bulk through Import Profiles from the Staging Area and can be fully automated through HPCM batch client.

Standard Profitability – Stage and Product Repository

Views in Product RepositoryTables in Staging Area Tables in Product Repository

Use the repository objects in order to find out available

POVs per application, applications in the system and their type, determine POV ids, application preferences, driver

defined in each model, etc.

Standard Profitability – Inbuilt validations

List of drivers defined in

the model that have not been selected in any of

the allocation stages.

List of members that

received a cost or revenue and that did not allocate

the value to further stages.

Standard Profitability – Stage Balancing

In-built report, easy to

follow, containing the

Stage Name

Pre-Allocation

data loaded

Data allocated

from previous Stages

Total data in

Stage before allocation

Data allocated

to ActivityStage

Data Allocated

to Unit Cost Stage

Data allocated

to Branch Stage

Data Allocated

to Product Stage

Data remaining

Unassigned at the end of each

Stage

follow, containing the data distribution detail

between each stage, and most importantly

showing the Unassigned values. Any

item on this report appearing as a

hyperlink will open an ad-hoc Smart View

report with the relevant member combinations.

Standard Profitability - Traceability

For drilling forward:% = ASSG CostReceivedPrior(orIntra)Stage / SRC NetCostForAssignment

For drilling backwards:% = ASSG CostReceivedPrior(orIntra)Stage / DEST NetCostForAssignment



� HPCM Modules

Agenda





� Q&A

Management Ledger

EPMAHPCMHPCM repository

ASO

OR

ASOMetadata Cube

Calculation and Reporting

Management Ledger- Metadata

System Dimensions POV Dimensions Business Dimensions

Management Ledger- Manage Rules

Setting a global

context enables context enables you to define

default definitions for dimensions

that will be usedin all rule

definitions for the selected POV.

You should define a global context before defining rule sets for

the selected POV.

Management Ledger- Manage Rules

- Set-up sequence of

rule within a rule set- Select the option of

executing : - Serial

- Parallel- Parallel- Iterative with

number of required iterations

Management Ledger- features

12

3 .

45

User Interface

and rule driven –

no black box

implementation

Validation

performed

at rule level Custom

MDX scripts

Traceability

available in

Iterative

rules for reciprocal

allocations1 3 . 5implementation

with staging

areas

scriptsavailable in

various

formats

- Unlimited Dimensions : Stage-less design allows 4 POV dimensions and unlimited business and attribute

dimensions

- Source side rules, iterative rule support for reciprocal allocations, flexible driver references, custom calculations,

and easy clear / recalculation - Rule execution in parallel, serial, or iterations as needed, set by user

- Balancing by rule with allocations sent and received as well as adjustment values detailed by rule- User defined slices through model views for enhanced rule balancing and trace analysis

- Visual allocation trace from aggregate or granular level, detailed by rule

Management Ledger- Traceability



� HPCM Modules

Agenda





� Q&A

Detailed Profitability – under the hood

EPMA

HPCM

HPCM Product repository

HPCM Model

HPCMStandard OR

Management Ledger Profitability

data Stage

ASO D

Destination CubeASO C

ASO S

Contribution Cube

Source Cube

- Dimension tables

- Model data tables- Views

OR

ASOMetadata Cube

Detailed Profitability - Metadata

System Dimension POV Dimensions Business Dimensions

Detailed Profitability – Model data registration

You must setup a Source

and Destination table in and Destination table in order to be able to

proceed with the application build.

If your selection of Column

Type is incorrect, the EPMA dimensions will not

appear in the drop down list and you will have to go

back and reselect the appropriate type.

Detailed Profitability - Stages

12

3 .

45

Not intended

to replace

Standard

Profitability,

but to

2-5 source

stage

dimensions Up to 25

target

stage

Only 2

stages Alloc.

Flow only

1 3 . 5but to

complement it

stage

dimensionsonly

- Stage definition depends entirely on your source and

destination tables and the selections of column types.- Reporting requirements should define the Model data

tables. If these should change, a completely new setup is necessary.

- Driver dimensions must be defined based on model logics, driver data granularity and driver exceptions

Detailed Profitability – Driver definitionRate-based driver Calculated Measure Ratio Based Allocation

Detailed Profitability – Assignment Rule definitionsSource dimension assignment rule

Destination dimension assignment rule

Detailed Profitability – Manage Database

Deploying the Source, Contribution

and Destination Essbase databases is required only for

reporting purposes. All calculations for the Detailed profitability model

will reside in the repository.

Source Cube Contribution Cube Destination Cube

will reside in the repository.

In order to enable the data transfer

between the Detailed Profitability HPCM application and the Essbase

applications, an ODBC must be created on the application server

and the DSN must be called PROFITABILITY_DS. After creating

the ODBC it is advised to perform a Profitability service restart.

Detailed Profitability – Stage and Product Repository

Views in Product RepositoryTables in Model data schema

Use the repository objects in order to find out available

POVs per application, applications in the system and their type, determine POV ids, application preferences, driver

defined in each model, stage balancing report data, hierarchies used etc.

Detailed Profitability – Stage Balancing

Total Input – Total Output– Idle + OverDriven = Unassigned Values

Sum of all monetary or balance data loaded to the source stage = InputSum of unassigned values + Idle - OverDriven = Input



� HPCM Modules

Agenda





� Q&A

HPCM vs Planning/EssbaseHPCM Planning/Essbase

Designed specifically for cost allocations and scenario

modelling.

Designed for use in the Budgeting and Forecasting processes.

Allocations are designed in a modelling environment; and

Calc Scripts/Allocation SQL scripts/MDX scripts are generated

automatically based on Stages/Maps/Rules defined.

Allocations can be done through the use of Calc Scripts/Business Rules which

must be developed and maintained manually, or via Calc Manager (Designer).

automatically based on Stages/Maps/Rules defined.

No Essbase/SQL/MDX knowledge required to maintain/

redesign allocations as these are built automatically by the

system.

Essbase knowledge required to maintain allocations(manually changing the

scripts or building them).

All allocation logic, intermediate steps and results are visible

through the web interface. (allocations, driver definition,

driver intersection, rules, rule sets and traceability)

Only the results of allocations are visible through the web interface. (there is no

out of the box traceability option available in Planning or Essbase).

Allocation validation immediately available (balancing

reports, traceability)

Allocation validation must be manually written. Audit must be custom.

Optimized for multi-step, multi-stage, highly granular,

reciprocal, simple and complex allocations.

Optimized for simpler, single or reduced step allocations & calculations.

Modules Summary

Mike Killeen

Alecs Mlynarzek

Questions

Edgewater Ranzal

[email protected]

[email protected]

Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604Tel (914) 253-6600

Email: [email protected]

Contact Information

Visit Us in the

Exhibition Hall at Booth 500

PresentersMike Killeen, Sr. VP Technology & Strategy

Alecs Mlynarzek, Principal Consultant

45 Beech Street,

Suite 109

London EC2Y 8AD

United Kingdom

Tel +44 (0) 2033 717 174

150 North Michigan

Ave.

Suite 2800

Chicago, IL 60601

Tel (312) 624-7738

200 Harvard Mill

Square

Suite 210

Wakefield, MA 01880

Tel (781) 246-3343

Appendix – General

• HPCM Workflow

HPCM Workflow

Published Reports & Interactive Analytics

Model Development

System Administration:

• Create & Manage Dimensions & Hierarchies

• Deploy the Application

• Define Data Integrations from Source Systems

• Manage User Security

Master Data & Data Integration Management

Produce Management and Performance Reports:

• Financial Results Books

• Margin Analysis

• Cost & Revenue Contribution Analysis

• What-If Scenario Comparisons

• Genealogy Reports

Execute a Model POV:

1. Load Cost/Revenue Data

2. Load Driver Metric Data

3. Validate Model Inputs

4. Execute Calculations

5. Trace Allocations & Validate Model Results

6. Publish the Model POV

Create & Manage the Business Model:

1. Define the Stages (Std Only)

2. Create a Model Point-Of-View (POV)

3. Create Rules (Std & Detailed)

1. Define the Drivers

2. Define Assignment Rules

3. Assign Drivers

Model Execution

47

EnterprisePerformance Management

Architect

DimensionsHierarchiesAttributes

Hyperion Profitability & CostManagement

Financial Reports, Smart View,Business Intelligence

Foundation

• Genealogy Reports6. Publish the Model POV

4. Create Assignments

4. Create Management Ledger Rules

StagesDrivers

Driver SelsRules

Assignments

Standard Model

Detailed Model

Management Ledger Model

Calc CubeBSO

Rept CubeASO

CalcsRDBMS

Contr.ASO

DestinationASO

Calc/ReptASO

SourceASO

HPCM Module comparison

Standard Profitability

Detailed Profitability

Management Ledger

BSO Application

ASO Application AvailableASO Application

Number of Stages 9 2

Number of Dim Per Stage 3 2/25

Driver Selection/Exception

Intrastage Allocations

Traceability Maps

Genealogy

Not available/

Not used

Available

Not relevant

Appendix – Standard Model Details

• Standard Profitability Workflow

• Use cases• Driver Load

• Calculation Scripts naming convention• System Reports

Standard Profitability

Metadata Management

Allocation ModelDefinition

Cost & RevenueAllocation Calculations

Profitability & Cost Analysis

• Create and Manage

Dimensions• Add custom Measures

• Deploy the Application


Business Models1. Define the Stages

2. Define the Drivers

• Load Cost, Revenue and

Driver Data• Calculate Model & Store

Results

• Analyze Genealogy and

Traceability in Reporting Cube

• Profitability Analysis• Deploy the Application 2. Define the Drivers3. Assign Drivers

4. Define Assignment Rules

Results5. Validate the Model

• Transfer Calculation results to Reporting Cube

• Profitability Analysis• Stage Balancing report

• Cost and Revenue Contribution Analysis

Standard Profitability use cases

Retail Banking

• Indirect cost allocations• Shared services allocations• IT costs allocations

Telecommunications

• Products and services allocations• Segment profitability• IT costs allocations Higher Education

• Costing for analytical

purposes• Highly regulated costing

scenarios• Used where detailed

traceability and genealogy is

HPCM

Insurance

• Product cost allocation• Product Profitability• Legal Entity allocation• Shared services allocations

Investments

• Channels and Funds allocations

• Project allocations• Intercompany profitability

• IT costs allocations• Infrastructure and maintenance cost

allocation• Shared Service costing

Healthcare

• Services Profitability• Overhead cost allocations• Transfer pricing

Higher Education

• Indirect cost allocations• Performance funding• Cost of Degrees

traceability and genealogy is required.

• Advanced costing methodologies

• Activity Based Costing• Aggregate level Profitability

• Rare or simple Dimensional Change.

• New models can easily be created based on existing

models, if required.• Structured flow of data

Standard Profitability – Driver load

Interface to upload drivers at

required intersections.

Possibility to verify total driver data loaded for the source

intersections vs target without any intersections vs target without any further effort.

Standard Profitability – Calculate the model

String scriptName = scriptSuffix + POV ID+ Stage Order Nb + “_” + index;

No Concurrent Calculations: Concurrent Calculations:

- Cache settings

- Buffer settings

Use Essbase logs in order to find out which point in the calculation process has been reached.

Use the HPCM web logs in order to have a high view of where the process is.

Standard Profitability – System reports

System Reports can be launched by process in order to gather

statistics or verify run times for a specific execution.

Covers run times per stage,

number of assignments and assignment rules, start time

and end time Dimension details and Genealogy paths list and

run times for each path.

Standard Profitability – System reports

Appendix – Management Ledger Details

• Management Ledger Workflow

• Use cases• Driver Data Entry

• Model Validation• System Reports

Management Ledger

Metadata Management


Allocation CalculationsProfitability & Cost Analysis


Dimensions (EPMA or non-EPMA through

1. Create and manage

Rules• Define global context

4. Calculate the model

• Specify to calculate all Rules, a rule set range

5. Reporting and Analysis

• Run rule balancing reportnon-EPMA through

Profitability application manager)

• Deploy HPCM Essbase ASO database

• Create POV member combinations

• Define global context

• Create Rule sets and set sequence of

calculation• Define rule-based

context where required2. Define Model Views

• Create Trace model views for traceability

3. Validate the model

Rules, a rule set range

or a single rule

report

• Run traceability reports • Create and manage

queries for profitability and cost analysis

Management Ledger use cases

Retail Banking

• Indirect cost allocations• Operational Transfer pricing• IT costs allocations

Telecommunications

• Products and services allocations• Segment profitability• Infrastructure and maintenance cost Higher Education

• Moderate/High Complexity

• High Rate of Business Flexibility.

• Management reporting.• Augment thin ledger efforts

• Planning and HFM allocation

HPCM

Insurance

• Product cost allocation• Product Profitability• Shared Service

chargebacks

Investments

• Channels and Funds allocations

• Project allocations• Intercompany profitability

• Infrastructure and maintenance cost allocation

Healthcare

• Services Profitability• Overhead cost allocations

Higher Education

• Indirect cost allocations• Cost allocation at

student-level

• Planning and HFM allocation support

• Advanced costing methodologies

• Can handle involved dimensional changes.

• Aggregate level profitability• Dimensionality supports

common management reporting uses and closely match HFM or

General Ledger structure• Free form data flow

Management Ledger- Setup

Management Ledger- Driver data entry

Queries can be used for:

- management reporting- segmented profitability analysis - segmented profitability analysis

- rule analysis- input data verification

- creating journals

Management Ledger- Model validation

Management Ledger- system reports

Appendix – Detailed Model Details

• Detailed Profitability Workflow

• Use cases• Detailed Profitability Application Setup

• Driver Selection• Assignment Rules selection

• Calculation Rules• Calculation Rules• Manage Calculation

Detailed Profitability

Metadata Management


Allocation CalculationsProfitability & Cost Analysis


Dimensions (EPMA or non-EPMA)

• Register model data


Business Models1. Define the 2 Stages

and select their

• Calculate Model

5. Validate the Model6. Calculate model with

• Profitability Analysis

• Measure balancing report

• Run pre-built reports• Register model data schema

• Add custom Measures• Deploy Source,

Contribution and Destination Essbase

database for reporting purposes

and select their corresponding tables

2. Define the Drivers3. Assign Drivers to the

Driver dimension for the Stage

4. Define calculation rules

contribution analysis• Run pre-built reports• Design reports and save

for future use within HPCM interface

Detailed Profitability use cases

Broker Institutions

• Cost allocations and profitability calculation at desk level/ Employee level

Retail

Manufacturing, Distribution

• Product line profitability• Customer

category\class\tariff group

• Low Complexity

• High Rate of Business Flexibility.

• Bottom-up profitability computation

• Highly detailed, granular

HPCM

Insurance

• Product cost allocation where more than 3 dimensions /stage are required

Investments

• Portfolio/ Account / Client level profitability

Healthcare

• Patient-level cost allocations

Retail

• Customer and / or segment profitability

• Overhead cost allocation• Profitability by

location/store

category\class\tariff group cost allocations

• Highly detailed, granular dimensional cost and profit

objects• Flexible regarding

dimensional changes• First setup is time consuming

hence not as quick to spin-off new model from an existing

one• B2C customer, customer

event, order , or transaction costing and profitability

Detailed Profitability - Setup

Model data schema is mandatory for Detailed Profitability applications

The product schema requires permissions on the Model data schema in order for the model to run. If permissions have not been set or they are

not appropriate, you will not be able to select the Model data schema in the Preference tab.

Permissions for Product schema:

CREATE TABLECREATE VIEW

CREATE ANY SYNONYM DROP ANY SYNONYM.

Detailed Profitability – Driver selection

- The driver selection can be

made only on the Source Stage- Default driver selection can be

made at the top node and will be populated on all members

that do not have a specific driver selected

Detailed Profitability – Assignment Rule selection

Detailed Profitability – Calculation Rules

Pre and post custom calculation scripts can be

set-up but. These must be written directly to the HPM_SQL_SCRIPT table by a user with DBA

rights on the Product schema in the SCRIPT column.

Setting up custom scripts requires knowledge of

SQL syntax as well as familiarity with the Detailed profitability business model.

update my_table set my_column =5

/

update your_table set your_column =6

/

begin execute my_proc end

/

Detailed Profitability – Manage Calculation

Running the Model Calculation creates two views for

use within Reports, which you can use tocreate custom reports:

HPMD_DEMO_STAGE_BALANCE_V—Contains the

stage balance information viewed within the Stage stage balance information viewed within the Stage Balance Report.

HPMD_DEMO_LEVEL_0_CONTRIB_V—Contains

the contribution information for each source and destination combination at Level0.

THANK YOU!

Software

A Deep Dive into HPCM for Planning and Essbase Professionals