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Oracle EPM 11.1.2.1 Is Available

Apr 8 2011 In: Product Overview

The newest release of the EPM/Hyperion suite has been released.  We will be evaluating the enhancements and summarizing them in future articles.  The binaries can be downloaded immediately.

Changes to an Essbase outline cause changes to the Essbase index and data files, regardless of the method (Essbase Administration Services, Hyperion Planning database refreshes, or from a script).

Changes that require restructuring the database are time-consuming (unless data is discarded before restructuring).  Understanding the types of restructures and what causes them can help database owners more effectively manage the impacts to users.

TYPES OF RESTRUCTURES

Essbase initiates an implicit restructure after an outline is changed, whether done with the outline editor, through an automated build, or some other fashion like a Hyperion Planning database refresh.  The type of restructure that is performed depends on the type of changes made to the outline.

DENSE RESTRUCTURE:  If a member of a dense dimension is moved, deleted, or added, Essbase restructures the blocks in the data files and creates new data files. When Essbase restructures the data blocks, it regenerates the index automatically so that index entries point to the new data blocks. Empty blocks are not removed. Essbase marks all restructured blocks as dirty, so after a dense restructure you must recalculate the database. Dense restructuring, the most time-consuming of the restructures, can take a long time to complete for large databases.

SPARSE RESTRUCTURE:  If a member of a sparse dimension is moved, deleted, or added, Essbase restructures the index and creates new index files. Restructuring the index is relatively fast; the time required depends on the index size.

Sparse restructures are typically fast, but depend on the size of the index file(s).  Sparse restructures are faster than dense restructures.

OUTLINE ONLY:  If a change affects only the database outline, Essbase does not restructure the index or data files. Member name changes, creation of aliases, and dynamic calculation formula changes are examples of changes that affect only the database outline.

Outline restructures are very quick and typically take seconds.

Explicit restructures occur when a user requests a restructure to occur.  This can be done in Essbase Administration Services or via Maxl (and EssCmd for those of you who still use it) and forces a full restructure (see dense restructure above).  It is worth noting that this also removes empty blocks.

CALCULATING IMPLICATIONS AFTER RESTRUCTURES

When a restructure occurs, every block that is impacted is tagged as dirty.  If Intelligent Calculations are used in the environment, they don’t provide any value when a dense restructure occurs as all blocks will be calculated.  When member names or formulas are changed, the block is not tagged as dirty.

WHAT DICTATES THE RESTRUCTURE TYPE

The following outline changes will force a dense restructure, which is the most time- consuming restructure.

DENSE AND SPARSE

  • Defining a regular dense dimension member as dynamic calc
  • Defining a sparse dimension regular member as dynamic calc or dynamic calc and store
  • Defining a dense dimension dynamic calc member as regular member
  • Adding, deleting, or moving dense dimension dynamic calc and store members
  • Changing dense-sparse properties [Calc Required]
  • Changing a label only property [Calc Required]
  • Changing a shared member property [Calc Required]
  • Changing the order of dimensions [Calc Required]

DENSE (DATA FILES)

  • Deleting members from a dense dimension  [Calc Required]
  • Adding members to a dense dimension
  • Defining a dense dynamic calc member as dynamic calc and store member

SPARSE (INDEX)

  • Adding members to a sparse dimension
  • Moving members (excluding shared members) in a sparse dimension
  • Defining a dense dynamic calc member as dynamic calc and store
  • Adding, deleting, or moving a sparse dimension dynamic calc member
  • Adding, deleting, or moving a sparse dimension dynamic calc and store member
  • Adding, deleting, or moving a dense dimension dynamic calc member
  • Changing the order of two sparse dimensions

NO RESTRUCTURE OCCURS

  • Deleting members of a sparse dimension [Calc Required]
  • Deleting members of an attribute dimension
  • Deleting shared members from a sparse or dense dimension [Calc Required]
  • Adding members to an attribute dimension
  • Adding shared members to a sparse or dense dimension
  • Moving a member in an attribute dimension
  • Renaming a member
  • Changing a member formula [Calc Required]
  • Defining a sparse dynamic calc member as dynamic calc and store member
  • Defining a dense or sparse dynamic calc and store member as dynamic calc
  • Defining a regular dense dimension member as dynamic calc and store
  • Defining a sparse dimension dynamic calc and store member or dynamic calc member as regular member
  • Defining a dense dimension dynamic calc and store member as regular member
  • Changing properties other than dense-sparse, label, or shared [Calc Required]
  • Changing the order of an attribute dimension
  • Creating, deleting, clearing, renaming, or coping an alias table
  • Importing an alias table
  • Setting a member alias
  • Changing the case-sensitive setting
  • Naming a level or generation
  • Creating, changing, or deleting a UDA

WHAT DOES THIS MEAN

Understanding this can help users and administrators manage applications to better meet the needs of all those involved.  When designing an application, knowledge of this topic can be instrumental in the success of the application.  Here are some things to keep in mind.

  • When updating an outline or refreshing a planning application, it may be faster to export level 0 (or input level) data, clear the data, perform the update, and reload/aggregate the export when  changes cause a dense restructure.
  • For dimensions that are updated frequently, it may be beneficial to define those dimensions as sparse.  Changes to sparse dimensions typically require only restructures to the index file(s), which are much faster.
  • If frequent changes are required, enabling incremental restructuring may make sense.  Using this defers dense restructures.  The Essbase restructure happens on a block by block basis, and occurs the first time the data block is used.  The cost is that calculations will cause restructures for all the blocks included and the calculation performance will degrade.
  • Setting the isolation level to committed access may increase memory and time requirements for database restructure.  Consider setting the isolation level to uncommitted access before a database restructure.
  • If multiple people have access to change the outline, outline logging may be useful.  This can be turned on by adding OUTLINECHANGELOG = TRUE in the essbase.cfg.
  • Monitoring progress of a restructure is possible when access to the server is granted.  Both sparse and dense restructures create temporary files that mirror the index and data files.  Data exists in the .pag files while indexes are stored in .ind files.  As the restructure occurs, there are equivalent files for each (pan for data files and inn for index files).  In total, the restructure should decrease the size of the ind and pag files, but the pan and inn files can be used for a general idea of the percent of completion.

 

Overview

The increased number of BI (Business Intelligence) and EPM (Enterprise Performance Management) systems being implemented by financial management groups worldwide will inevitably lead to increased reporting requests. It’s now become vital for organizations to select a proven reporting tool able to handle the load of large and small organizations - Hyperion Financial Reporting is that tool. With Hyperion Financial Reporting, users are able to easily create highly-formatted, book-quality, management and operational reports. Organizations have stakeholders who demand information in varying layouts, end-users comprised of different security levels, managers who insist on static, pre-defined reports, and analysts who desire the ability to manipulate metadata that ultimately builds each report. These can be easily met with Financial Reporting.

Product History

Presenting financial data sourced by Essbase to the user community was often accomplished by using Microsoft Excel VBA (Virtual Basic for Applications). This approach to reporting was slow, prone to mistakes, and required developers to become proficient in the Excel VBA language, while concurrently understanding how to integrate the Essbase API into this code base.

To give users a GUI (Graphical User Interface), Hyperion designed and developed Hyperion Reports. This reporting application was used to display data to users from a variety of source systems, including Hyperion Essbase, Hyperion Planning, and Hyperion Financial Management. Hyperion Reports began to grow a large user-base, and in 2007 was part of the Hyperion acquisition by Oracle. At the time of the acquisition, Hyperion applications were being used by approximately 12,000 companies, including 91 of the Fortune 100. The acquisition made Oracle a leader in the EPM market and strengthened the Oracle offerings.

Soon after the acquisition, Oracle introduced a new product family coined OBIEE-Plus (Oracle Business Intelligence Enterprise Edition Plus). This suite of products included all Oracle and Hyperion reporting and analysis tools. OBIEE-Plus consists of the former Siebel Analytic applications (Dashboards, Answers, Delivers, Disconnected Analytics, Publisher, and Briefing Books) in addition to the legacy Hyperion reporting tools (Interactive Reporting, SQR Production Reporting, Financial Reporting, and Web Analysis).

Strengths / Benefits

  • Easily-formatted/ high-quality - Financial Reporting allows for a variety of formats, each format meeting accounting principles set forth by regulations and external requirements. Having the flexibility to format reports in numerous layouts makes appeasing different sets of end-users easy.
  • Report automation - Users can run and print multiple reports from a pre-defined schedule with batching. The batching process allows reports to run overnight with other batch processes. Once all reports have finished processing, they can be sent to folders on shared network drives or printed.
  • User control - Users have complete control over layouts, formatting, fonts, and colors, as well as a flexible range of output options enabling wide distribution via print, HTML Web pages, PDF, and online viewing.
  • Rapid report creation - A graphical, object-oriented interface enables the rapid creation of reports that combine grids of data and text, charts, graphs, and images.
  • Reusable content - A library of reusable report components simplifies and streamlines the process of building and maintaining complex reports.
  • Multiple source applications - Financial Reporting accepts connections into multiple source systems/applications, including Hyperion Essbase, Hyperion Planning, Hyperion Financial Management and SAP NetWeaver BI.

Resources

Overview

Today’s ever-changing economic environment is forcing management to make business decisions that alter ways in which companies operate. These decisions affect multiple divisions within those companies, including leadership teams, suppliers, shippers, collections, and as we have seen lately – the workforce. Central to each decision is data, where accuracy and presentation are paramount. Hyperion Web Analysis – a web-based analysis tool - assists decision makers by handing over control of how data is presented. This application allows end-users to explore enterprise data for growth and profit opportunities, trend spending, and expose emerging problems with the click of a mouse. Web Analysis provides out-of-the-box value by supplying users with a web-based, interactive, and powerful reporting tool.  It is capable of equipping decision makers with the knowledge necessary to be successful, and the ability to share this knowledge through reports.

Product History

Hyperion Web Analysis was first known as Analyzer. The Analyzer reporting application was very similar to the newer Web Analysis. Soon after the acquisition in 2007, Oracle introduced a new product family coined OBIEE-Plus (Oracle Business Intelligence Enterprise Edition Plus). This suite of products included all Oracle and Hyperion reporting and analysis tools. OBIEE-Plus consists of the former Siebel Analytic applications (Dashboards, Answers, Delivers, Disconnected Analytics, Publisher, and Briefing Books) in addition to the legacy Hyperion reporting tools (Interactive Reporting, SQR Production Reporting, Financial Reporting, and Web Analysis).

Strengths / Benefits

  • Instinctive ad-hoc analysis  -  Provides ad-hoc analysis capabilities to create your own views while exploring data easily and quickly. A point-and-click interface allows for powerful data analysis. Users of Microsoft Excel will find the tool familiar.
  • Multiple source applications  -  Web Analysis accepts connections into multiple source systems/applications, including Hyperion Essbase, Hyperion Planning, Hyperion Financial Management and SAP BW.
  • Relational database integration  -  Permits direct connections to relational databases, allowing for expanded analysis of transactional source system data. By allowing both relational and multi-dimensional sourcing, Web Analysis can bring together both types of data into a single report.
  • Personalized reporting  -  Web Analysis offers users an assortment of flexible displays while the security engine administers what data users have access to.

Resources

Overview

Essbase is widely considered to be the industry leading OLAP (On-Line Analytical Processing) server. Built on a real-time analytic infrastructure, Essbase provides BI and EPM users the ability to quickly dissect and analyze data through an intuitive interface.  Essbase end-users have multiple options for interacting with data including Microsoft Excel, Hyperion Financial Reporting and Hyperion Web Analysis. By bringing Essbase together with other Oracle applications, users will find broad support for demanding business requirements.  Breaking down large datasets, working with best-case/worst-case scenarios, forecasting multi-line expenses, and reporting variance analysis is now at your fingertips. Essbase ultimately allows end-users to interact and analyze real-time data through an integrated, rapid-response, and secure environment.

Product History

Arbor Software Corporation, an OLAP software company that designed and marketed multidimensional database software for planning and analysis, developed Essbase (Extended Spreadsheet Database), first branded “Arbor Essbase” in 1992. This multidimensional database product was originally developed to address the scalability problems associated with spreadsheets like Microsoft Excel and Lotus 1-2-3.

In 1998, Hyperion Software Corporation, a company with packaged analytic applications specializing in financials, and Arbor, merged to become Hyperion Solutions Corporation. Their first assignment after the merger was obvious, integrating Essbase with Hyperion Pillar, Hyperion Enterprise, and Hyperion Reporting.

After the merger, Essbase became the backbone to a full suite of applications for planning & budgeting, financial consolidations, scorecards, reporting, and more. Hyperion Solutions become a leader in the world of performance management software with Essbase leading the way.

In 2007, Oracle purchased Hyperion Solutions. At the time of the acquisition, Hyperion applications were being used by approximately 12,000 companies, including 91 of the Fortune 100. The acquisition made Oracle a leader in the EPM (Enterprise Performance Management) market and strengthened the Oracle offerings.

Strengths / Benefits

  • A rewarding user experience - Essbase delivers sub-second query response time so users can quickly analyze the metrics that influence business performance leading to informed decisions. Business and Financial analysts benefit from the relationship Essbase has with Microsoft products such as Excel, Word, and PowerPoint.
  • Highly advanced calculation engine - At its core, Essbase is the most advanced, calculation engine on the market. It ships with over 350 pre-built, out-of-the-box functions accelerating the development of complex business models.
  • Easy to use analytic environment - Essbase allows line-of-business users to lead design and development. Essbase utilizes a graphical interface making it easy for users to build applications, dimensions, hierarchies, and members.
  • Work with large datasets - Essbase allows for interaction with large and complex datasets. Users will benefit from the ability to view summarized or detailed information quickly via spreadsheet programs, such as Microsoft Excel.
  • Multiple data source integration - Essbase makes is possible to reach data in multiple source systems including legacy reporting systems, Online Transaction Processing (OLTP) systems, relational data warehouses, Enterprise Resource Planning (ERP) Systems and Spreadsheets.
  • Backbone of Hyperion – As previously mentioned, Essbase operates as the backbone to multiple applications in the Oracle Hyperion suite, including the powerful Hyperion Planning application. Essbase helps turn data into actionable information, delivering results through multiple portals including Hyperion Planning, Hyperion Financial Reporting, Web Analysis and Excel.

Resources

Overview

With increased economic uncertainty, businesses need better tools for analyzing complex “what-if” scenarios that can have a significant impact on strategic and financial plans.  Oracle Crystal Ball helps decision makers manage risk and variability through spreadsheet-based Monte Carlo simulations, time series regressions, real options analysis and other predictive modeling.    

Users can create dynamic models, charts and reports and integrate them into existing Oracle EPM and BI applications, including Hyperion Planning and Essbase.

Product History

Crystal Ball was originally introduced in 1986 by Decisioneering, Inc, allowing users to easily integrate Monte Carlo simulations into spreadsheets.  The product was originally intended for use in capacity planning, new project evaluation, capital investment analysis, Six Sigma and other operational analytics areas.  The company grew modestly until the mid-1990s, as Crystal Ball became more widely used and product functionality was gradually extended to include a wider variety of risk and optimization simulations.

From 1998 – 2006, Decisioneering was ranked by Deloitte & Touche as one of the top 50 fastest growing technology companies in Colorado.  This caught the eye of Hyperion as the company looked for ways to introduce more predictive analytical capabilities into its performance management product stack, specifically Hyperion Planning.  Decisioneering was subsequently acquired by Hyperion, shortly before the Oracle acquisition in 2007.

Oracle offers several versions of Crystal Ball, including an Enterprise Performance Management edition aimed to tightly integrate with existing Oracle EPM and BI applications.  Crystal Ball is currently used by 85% of Fortune 500 companies.

Strengths / Benefits

  • Powerful, fast simulations - built in predictive modeling, forecasting and optimization simulations are easy to run for any level of business user.
  • Collaborative analysis - with the integration of Oracle EPM Workspace, users can share models, charts and reports across the organization.
  • EPM integration - use Smart View to pull data from Hyperion Planning or Essbase analytical cubes and link to existing Crystal Ball models.
  • Extend planning - create more accurate forecasts by running historical data through time regression models and even saving results as separate Planning scenarios.
  • Enterprise-wide use - use Crystal Ball beyond classic EPM and BI areas, such as capacity planning, inventory optimization, resource allocation and supply chain management.

Resources