Webinar vba

www.finitsolutions.com

Getting the Most out of EPM: Maximize your Reporting - Migrating Add-In VBA to Smart View VBA

23 August 2013

Sarah Zumbrum [email protected]

http://www.finitsolutions.com/

www.finitsolutions.com - 2 -

Finit Introduction

Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products:

Financial Close and Consolidation

Financial Management (HFM)

Hyperion Enterprise

Financial Close Management (FCM)

Disclosure Management

Account Reconciliation Module (ARM)

Integration

Financial Data Quality Management (FDM)

Oracle Data Integrator (ODI)

Enterprise Performance Management Architect (EPMA)

Data Relationship Management (DRM)

Other (ERPi, EIS, etc.)

Planning and Business Intelligence

Planning

Core Planning

Modules (Workforce, CapEx, Project Financial Planning)

Essbase (ASO / BSO)

Reporting Tools

Financial Reporting

Smart View / Essbase Excel Add-In

OBIEE

Financial Management Analytics (OFMA)

Web Analysis



Finit Services

Finit’s consulting services cover a broad range of implementation and post implementation options.

Finit Solutions: Implementation Services

– Full cycle implementations

– Discovery and Requirements

– Global Design

– Detailed Design and Build

– Testing and Training

– Deploy

– Infrastructure Services

– Data Services (historical data, GL data integration)

– Project / Program Management

– Product Upgrades

– Redesign / Enhancements



Finit Answers

Finit Answers provides the proper support offering for your Business Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a

company since our inception (July 2002) - staffed by our Hyperion Subject Matter Experts.

Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees can be applied to a future project to replace Hyperion Enterprise with Finit Solutions.

Allow Finit Answers to be your personal Hyperion Insurance Policy

Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels of support that we can customize to meet your needs:

1. Time And Materials Support: You only pay for the time you use (no monthly fees)

2. Dedicated Critical Support: Technical Application Support with a guaranteed 2-hour response time

3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations, custom reports, etc.

4. Managed Services: Application Administrator Assistance (Primary or Secondary)

http://www.finitsolutions.com/Support_Finit_Answers.html

CONTACT Greg Barrett ([email protected]) for more information

Finit Solutions Official Support Offering:

Answers & Support with Efficient, Responsive Service


http://www.finitsolutions.com/Support_Finit_Answers.html

mailto:[email protected]


We strongly believe that Service + Solutions = Maximum Value

Service Compensation model based upon client satisfaction with consultant’s work,

not utilization / chargeability.

No external owners and Finit partners are involved in every full-cycle implementation.

Employees, not contractors.

Solutions Finit consultants are Hyperion product experts who enjoy designing, building

and deploying great solutions, applications and processes.

Finit works closely with Oracle Hyperion development on product strategy and beta testing.

Finit’s Focus



Finit’s Values



Our client service approach has led to 100% customer satisfaction for every Finit client (185 and counting) for every Oracle Hyperion project

(over 325 and counting).

Finit’s Client Service



•

Some Finit Clients


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About the Presenter

Sarah Zumbrum ([email protected])

• 8 years Hyperion Experience, 10+ years BI

• Specialize in Planning & Essbase

• Secretary of ODTUG’s Hyperion SIG Board

• 2013 ODTUG Leadership Program Graduate

• Speaker at ODTUG Kscope (2011), OAUG Connection Point (2011-2013) and East Coast Oracle Users Conference (2013)

• Hyperion Content Reviewer for RMOUG Training Days (2013) and ODTUG Kscope (2014)

• Avid marathoner – anywhere, anytime – Except if it’s cold or raining. Then no.



Question and Answer



What is Smart View?

Learning Smart View is Like Going to Basic Training Learning How to March

You cannot operate as you always have

Learning How to Respond to the DI’s You will make mistakes

…But you will figure things out

Learning How to Clean Make things efficient again

Learning How to Perform Everything in unison

Q&A

Agenda



• Had years of experience with Add-In VBA with multiple clients

• Smart View VBA was a client requirement!

• Trial and error. Many times over.

• Many late nights working out the bugs and nuanaces

• …Actually likened learning the Smart View process to Air Force basic training to my VP

How Did I Get Started?



• Oracle’s strategic replacement for the Essbase Add-In

• Still allows you to perform ad-hoc analysis

• Connects to Planning, Essbase, HFM and OBIEE

• Able to download Planning & HFM forms to Excel for data entry & retrieval for standard report retrieval

• Key Capabilities – Integrates into Microsoft Excel, Word, Outlook and PowerPoint

– Able to import Hyperion Financial Reports to Excel

– Able to retrieve (refresh) data for multiple worksheets in one click

– Supports new report formats, including butterfly reports

– Ability to perform multiple retrieves on one worksheets

What is Smart View?



• Lesson #1: Learning to navigate Smart View for the first time is like learning to march when you have walked your whole life. It is a change.

• Similar to the Add-In with some exceptions: – You have a page POV that follows you on each connected page

• Pro: It makes changing between members in a dimension very easy!

• Con: It doesn’t go away. You can now toggle between the classic Add-In look or the Smart View POV look.

Learning How to March



• The VBA Logic – Consider the connection logic to Essbase with the Add-In

• …well…Connect

– If you have used SV before, consider your full connection logic…

• Verify a connection to the APS exists

• If not, create the connection

• Verify your cube connection exists

• If not, create the connection

• Connect to the database

– And if you are not successful on your first try, do not give up…even when you hear R. Lee Ermey in the background screaming, “Wrong, maggot!!”

• …Where is my glass of vino?




• The VBA Example – Previously, the code was:

– The following is an example from a Login command button used previously




Smart View Connect VBA



• It is necessary to become familiar with the new forms of response from Smart View

• You will get errors in Smart View that will take time research and correct. Be patient! You will do fine!

• Here’s how to prevent some confusing errors:

– Activate worksheets in your code instead of selecting them

How to Respond to the DI’s




– Make sure there are no cell values to the left of the data grid. This will confuse poor Smart View.





– Whenever you do a data refresh, always check to make sure your worksheet(s) is still connected in your code

• Seems tedious, but it is smart to include!





– Update your registry values to include the following to prevent timeout errors

• ReceiveTimeout DWORD 00dbba00

• KeepAliveTimeout DWORD 00180000

• ServerInfoTimeout DWORD 00180000

– Put it into your Workbook_Open sub so no one has to add it themselves…saves work for you!





– Historically, I have had issues with the code to Refresh data. Not always, but sometimes I have.

– If this happens, use the command bar VBA to help

– Retrieve code




• You may need to learn new ways to present your code and report

• The best thing you can do before you start with coding the VBA is to clean up your worksheets or decide to use hidden, retrieval-only worksheets

– If a retrieval uses common dimension members (ie: Scenario, Year, etc), put it in the POV

– Learn how SV aligns the members in cells in ad-hoc mode and mimic it. It will save you time and frustration!

How to Clean



• In the military, we were drilled with the previous steps in order to perform as a team. Learning Smart View is no different.

• Remember the steps to performing:

– Forming – Wrapping your head around a new concept

– Storming – Getting frustrated with your lack of expertise

– Norming – Starting to learn the new rules of the land

– Performing – Executing like a pro

How to Perform



• Before you start, consider the following:

– What new Smart View features can you utilize?

– Make sure all of your Add-In calls have a comparable call in Smart View

– Is this still a report that should be done using VBA?

• Don’t waste your time!

– Simply doing a Find and Replace will not work

• Consider the login block of code

– Try to use the POV whenever possible

– Treat the migrating process like a new development process – discipline is good!

How to Perform



• Smart View VBA Conversion Tool if you get stuck

Helpful Utility



• Smart View VBA Conversion Tool if you get stuck

Helpful Utility



What is Smart View?

Learning Smart View is Like Going to Basic Training Learning How to March

Learned the steps to move around Smart View VBA

Learning How to Respond to the DI’s Learned common errors and how to avoid them

Learning How to Clean Learned how to make your VBA report look presentable

Learning How to Perform Learned how to make using Smart View routine

Conclusion



Questions? Email us for a

copy of the slides or

link to the recording.

Email Sarah if you would like coding examples to ease and direct your code migration.

Thank you for attending!

- > Sarah Zumbrum

[email protected]

- > [email protected]

- > General Questions Greg Barrett

([email protected])

Joe Mizerk ([email protected])





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