January 4, 2020 By:

Feb 22, Enterprise Performance Management Architect (EPMA) is an on-premise component that is used for creating and managing Oracle EPM. Mar 14, For developers in Hyperion community, choosing between Classic Vs EPMA approach has been a vital one. This blog gives a brief insight to. Oct 9, This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this.

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I am not sure whether it was because of my environment or because of the product itself. If the dimensions are small scenario, for exampleyou can define them directly within EPMA in a similar manner to Essbase Administration Epm.

Getting the initial data ready for Planning is actually a two stage process; firstly, you usually want to load some initial data in, and then secondly you process, calculate and otherwise manipulate this data to allocate, for example, top-level budget figures down to individual departments based on headcount, which in classic planning applications you’d do using Hyperion Business Rules and in EPMA-managed ones, you’d use the Calc Manager.

Until then, it won’t appear on the entry. Essbase is effectively hidden under the covers at least in the current EPMA-enabled release, in previous versions you still needed to know a lot about Essbase to get it working and you use Planning, and from System 9, Enterprise Performance Manager Architect EPMA to manage applications instead. Planning uses a combination of Essbase for multi-dimensional analysis, allocations, forecasts and calculations and relational storage for additional planning metadataand is generally accessed by end-users either through the Planning Web Application part of EPM Workspaceor through Excel via SmartView or the classic Excel add-in.

The first System 9 version of EPMA made you define all dimensions as “shared”, which meant that you defined them in the “dimension library” within EPMA and then made them available for use by various applications, each of which then used the same dimension definition.

Using EPMA for Managing Hyperion Planning Applications

epm It’s probably worth taking a moment out to understand how data and metadata flows through Planning when EPMA is involved. Posted by Tarun Chaturvedi on March 14, 3: If you opened up Essbase Orxcle Services and took a look at the application, a typical one would look like this: Business Intelligence — Oracle.


Then create a new Essbase ASO application. The actual “application” itself is stored in Essbase as a regular application, with an outline, dimensions, attributes and data stored within it, with everything stored in a single Essbase database within the application.

So there you go. Up until System 9, you would create Epmma applications using the Planning administration tool, which allows you to define the application in metadata before deploying it to a suitable Essbase server. Post a comment If you haven’t left a comment here before, you may need to be approved eoma the site owner before your comment will appear.

This also was created as a local dimension, again using the wizard, as shown below.

The idea is to have custom members defined in these interface tables and then import them into EPMA. As well as creating the standard dimensions, I also wanted to create a custom, “product” dimension to allow me to plan across my product oracoe.

Feeds Slideshare Youtube Facebook Twitter. What I haven’t got at this stage though are any members for my dimensions, which I’ll need to hold details such as the scenario name, entity names, period and products. Entityfor organizational units, countries or similar current calculations are based around these Scenarioso that you can try different types of plan or planning methods Versiontypically top-down or bottom-up, but also allowing you to split plans into public ones and ones for internal use Periodsuch as financial period, month, financial quarter etc Year typically split from period to make plans easier to work with Accountthe measures in the plan such as profit, margin, costs etc In addition, you can define your own dimensions to allow you to budget by product, for example.

What should you look at when you decide to leave the ground and fly with cloud? Once that is done, the next step is to create a data source for the interface tables using the EPM Configurator.

Note the option in the above screenshot to “auto-create local dimensions”. Then once the file definition is complete, you then use epmw tool to define a new “data synchronization”, which maps the incoming fields to the dimensions in your application, with the remaining field containing the data for the specified account.


So after running through the upgrade myself on one of my classic applications, I thought I’d run through the process of creating a new one from scratch, just using EPMA. In my case, my products are all now showing as I’d expect, and it’s time to deploy the Planning application to Essbase.

Your file needs to hold the data in a particular format see this previous posting for more details but it’s easy to understand and only takes a few minutes to orwcle up. To use EPMA for managing Essbase specific application outline members, ensure that you are using Essbase in external mode i.

Doing a data load in this way is pretty straightforward though, you can for example select the dimension in Essbase Administration Services, right-click on it and select Load Data, then point it towards the file containing your data. You are commenting using your Twitter account. Planning as I said stores its planning data in Essbase, additional supporting metadata in relational tables, and can take data from applications, data warehouses and master data management tools, or from files and other epka data sources.

But you can’t load a Planning database like a regular Essbase database, as you have to manage it using the Planning application itself. Also, one should not be changing the application directly within Essbase using EAS.

Using EPMA for Managing Hyperion Planning Applications

It’s epms worth thinking about how EPMA might work going into the future – will Essbase dimensions continue to be managed using this tool, could there perhaps be some merging between the Semantic Model that OBIEE uses, will we ever get to that nirvana where we have one repository, one dimensional modeling tool, one set of metadata for all our Oracle Bi tools?

Select the properties for the columns. You are commenting using your Facebook account. Repeating this for Version and Scenario allows me to quickly add the members for these dimensions, and even Entity is straightforward as there are only a few territories where my company is operating. The major drawback with this is that this does not provide any restructuring options when data is loaded into a deployed cube.