EPMA For HFM

Living in a Multi-Product World

Michael Malandra
Edgewater Ranzal

About Us

Services
Hyperion Financial Management
Business
Intelligence
(HFM)
Financial Data Quality Management
Enterprise
Financial Close &
Planning
&
(FDMEE)
Consolidations
Analytics
Financial Close Manager (FCM)
Costing &
Account Reconciliation Manager
Data Integration
Profitability
Services
Mgmt
(ARM)
Hyperion Tax Provisioning (HTP)
Infrastructure
Advisory Services
Disclosure Manager (DM)
Training &
Support Services

Agenda
EPMA Overview
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

What is EPM Architect?

According to Oracle:
Oracle Hyperion EPM Architect is a feature of Oracle Hyperion
Foundation Services and is integrated with Oracle Hyperion
Financial Management, Oracle Hyperion Planning, Oracle
Essbase, Oracle Hyperion Profitability and Cost Management, and
Oracle Data Relationship Management. Performance
Management Architect enables administrators to manage, create,
and deploy Hyperion applications within one interface.

What is EPM Architect?

According to Oracle:

What is EPM Architect?

According to Oracle:

What is EPM Architect?

EPM Architect is:
A part of the Hyperion Foundation Services

A tool to help users maintain HFM, Essbase,

Planning, and HPCM applications.

EPMA Modules
Dimension Library
Application Library
Data Synchronization
Library Job Console
Classic to EPMA Conversion

EPMA Modules
Dimension Library

Application Library

EPMA Modules
Data Synchronization

Library Job Console

EPMA Modules

Classic to EPMA
Conversion

EPMA Utilities
Batch Client
File Generator

Agenda
EPMA Overview
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

EPMA Decision Tree

Convert
Y/N?

DRM?

Share?

Classic to EPMA
Navigate> Administer>
Transform Classic to EPM

Classic to EPMA
Step 1

Classic to EPMA
Step 2

Classic to EPMA
Step 3

Classic to EPMA
Step 4

Classic to EPMA
Transformation Process

Dimension Library
All the Dimensions are Local

DRM?
Yes!

Data Relationship Management

EPMA alternative
Local dimensions

Sharing Dimensions

DRM?
No

Share?
Yes!

Move Dimensions from Local to Shared

Sharing Dimensions
Please remember to:
Backup EPMA

Backup EPMA

Backup EPMA

Sharing Dimensions
Order is important
Order

Dimension

# of Associations

Alias

None

Security Class

None

Currency

Custom1Custom4

ICP

Scenario

Entity

Account

Period, Year, Value, View, and Consolidation Method stay Local

Sharing Example: Alias

Compare Local to Shared

Replace or Merge?

Sharing Example: Alias

Right click on Alias
Replace or Merge as Shared

Sharing Example: Alias

EPMA will process your selection

The Alias Dimensions are identical

Sharing Example: Alias

One last step

Default was not in the original deployment

Deployment
Validate
When deploying the first 10% is validation
The last 90% is the EPMA load to HFM

Agenda
EPMA Overview
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

EPMA First
Lets revisit our decision tree
If DRM is being used, keep all dimensions local
If DRM is not being used, determine what
dimensions are shared with other applications
Dimensions in the Shared Library do not have
to be Shared.they can be local

EPMA First
Create the Shared Library first!
Why? This will make life much easier
EPMA will ask to you to choose
A blank application or to Auto Create Local
Dimensions

Create Shared Library

Import *.Ads file into EPMA
Leverage classic metadata with EPMA Generator

Create Shared Library

Example *.Ads file

Create Shared Library

Create an Import Profile

The Shared Library is the

application

Create Shared Library

The import can merge, move, replace, or create
dimensions

Create Shared Library

Once the profile is created it can be executed

The Shared Library is created

Creating the application

In Dimensions Library

Option 1 blank application

Creating the application

No other steps required

Drag dimensions from the

Shared Library

Creating the application

Activate all associations, validate, and deploy

Done!

Creating the application

Option 2 Auto Create Local Dimensions

Creating the application

All dimensions are defaulted to Local

Select a Shared Library dimension

Dimensions
Either shared or local
Dimension Groupings
Entity, Currency, Security Class
Account, ICP, Custom1Custom4

Validate and review any errors

Creating the application

Activate all associations, validate, and deploy

Done!

Agenda
EPMA Overview
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

Tips and Tricks

Follow the proper order when sharing dimensions
Dont split account and entity groupings
Dont change aliases, periods, years once deployed
Remove duplicates
Keep all dimensions in the shared library
Understand migration options
Add security to dimensions

Failed Deployment
Accounts shared before Customs

Entity shared and currency is local

Failed Deployment
Alias change

Duplicates

Shared Library
Keep all dimensions in the shared library
When creating an application, the
dimensions can be changed to
local

Migration Options
Migration options in Shared Services

Security
Add security to dimensions

Agenda
EPMA Overview
The Conversion Process
EPMA First Approach
Tips and Tricks
Q&A

Questions

Contact Information

Edgewater Ranzal

108 Corporate Park Drive, Suite 105

White Plains, NY 10604
Tel (914) 253-6600
Email: info@ranzal.com
Presenter
Michael Malandra, Financial Close and
Consolidations
Email: mmalandra@ranzal.com

45 Beech Street, Suite

109
London EC2Y 8AD
United Kingdom
Tel +44 (0) 2033 717 174

200 Harvard Mill

Square
Suite 210
Wakefield, MA 01880
Tel (781) 246-3343

150 North Michigan

Ave.
Suite 2800
Chicago, IL 60601
Tel (312) 624-7738