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Oracle Hyperion Planning Guidelines: “Planning” before a Planning Implementation

Posted by Kevin Sahnd on Mon, Oct 05, 2009 @ 01:10 PM
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-Written by Chris Harris

Oracle Hyperion Planning is a great tool for the forecasting and budgeting process.  The ability to both gather and report a wide array of budget and forecast data in a central system is invaluable to an organization of any size.  Include the Capital Expenditures (Capex) and Workforce modules and Planning can handle nearly any requirement of a company's planning process.  However, if a company fails to properly plan for the new system it will be very difficult to realize the benefits offered by Oracle Hyperion Planning.  The following are crucial items to keep in mind when implementing a new planning system.

Define business processes prior to implementing the system - It is important to have a clear understanding of what the underlying business processes are going to be prior to the start of an implementation.  This may seem obvious for existing processes, but it also applies to new processes that will be implemented with the system.  If these processes aren't clearly defined and understood by both the business and technical professionals prior to the implementation the details could easily derail the project.

Identify inefficiencies with the current system and plan to change as part of the implementation - Oracle Hyperion Planning definitely facilitates the budgeting and forecasting cycle, but building a planning system around flawed processes won't fully leverage the tool.  Even worse, incorporating these items into the system can delay implementation and take away from the areas where Oracle Hyperion Planning excels. Many times these inefficiencies appear to be must haves because they have been part of the cycle for years, but close examination will probably show that these processes are costly and at the same time add little or no value.  Because these processes are so deeply engrained they can be the hardest to challenge, but doing so will ultimately improve the Hyperion Planning system.  The Oracle Hyperion Planning implementation should be more than an implementation of software, but also a refining of processes.

Focus on Pain Points Steps should also be taken to flag pain points and ask why they are problematic.  Many times the answer is collection and organization of the process.  This is where the out of the box functionality of Planning comes to the rescue.  However, a lot of these issues are a result of offline calculations and data gathering.  Many times this will require customizations to the system in the form of custom business rules and data forms.  It is crucial to identify these items prior to implementing.  Most often this is done by including the right players in the design process and sessions.

Don't try to do more than planning with the Planning system - When designing a planning system it is crucial to know "the right tool for the right job".  Depending on the complexity and requirements, it may be necessary to keep processes like allocations and management reporting downstream from the Planning system.  It is very important for an Oracle Hyperion Planning system to be quick and nimble.  Many users will simultaneously be using the system and the more extraneous processes incorporated the slower the system will be.  Identifying processes and reporting that is not essential to the budgeting and forecasting cycle and moving these into other tools will ultimately benefit both those processes and the Planning system.

Executive management buy in is key - It is crucial to involve executive management in the initial stages of an Oracle Hyperion Planning implementation and to keep them updated throughout the project.  In addition to sponsoring the project financially, these individuals will ultimately be the audience for the output of the system.  Involving this group early and often will ensure the system meets their needs and delivers value added output.

Implementing a new budgeting and forecasting system is a big undertaking that requires the input, effort, and cooperation of many players across the organization.  Planning ahead and considering the items above will contribute to the success of the Planning system implementation.

Questions or comments? info@crownpartners.com
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good tips!!! can you help me with some implementation docs for hyperion regarding getting started and configuring hyperion planning and profitabilty and cost mgmt. 
 
Posted @ Tuesday, March 30, 2010 5:45 AM by mohammed ahmed
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Product Focus: Oracle EPM Fusion Edition (11x)

Posted by Doug OKeefe on Tue, Jun 23, 2009 @ 01:48 PM
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When Hyperion System 9 was released almost four years ago, it was touted as a true Enterprise Performance Management (EPM) system. It was eagerly awaited as the Hyperion software package that would finally unite the various non-communicative Hyperion products. In truth, the initial release (9.0) was somewhat underwhelming. Shared Services and the Workspace were introduced as a common administration console and repository for reporting objects, but the applications themselves were fairly independent and void of many enhancements. Subsequent releases (9.2, 9.3) also didn't improve the user or developer experience as much as initially thought.

Version 9.3.1 introduced many functionality changes and enhancements, and the software largely "worked" as anticipated. In spite of this, installation of the software was cumbersome since each component contained its own installation base. This resulted in the need to install and configure the packages in a specified order. Despite following specified order, installation problems were abundant and were often tough to troubleshoot. I remember a colleague of mine saying "Wouldn't it be nice if they could develop an install package where you could just check off what you wanted and the installer software took care of the rest?"

Well, that day has finally arrived. Oracle EPM Fusion Edition was released in mid-2008 and we are finally starting to see some adoption of the software in the marketplace. Many of our clients feared the bleeding edge and were reluctant to make the plunge (some are still upgrading to the 9.3.1 edition). The magnitude of the improvements in 11x are immediately evident, even when perusing the software's release notes (I will highlight some of these later in this post).

The first improvement in this release simplifies the software installation process. The EPM System Installer is similar to other software installers you are probably familiar with. The installation process will first perform a system readiness check to determine if your machine is ready for the software (so far I haven't found one that isn't, so I can't comment on how well that check works). Next, it offers the ability to select the software components individually or by tier (Client, Web Application, Services) and performs the installations in the proper manner depending on which items you have checked. Once the installation has completed, the EPM System Configurator enables the user to activate the products, register with Shared Services, configure the databases and common settings, and configure and deploy the application servers.

The Fusion Edition also offers helpful utilities to help manage the various services that run on the servers to keep Hyperion up and running. I tested the included "Start EPM System" and "Stop EPM System" utilities, which seemed to work as expected. The package also contains a diagnostic tool that checks the various tiers and components for their working status and offers suggestions for rectifying any issues. A simple, yet, great improvement is that ALL logs are now stored in a common place, simplifying the troubleshooting process.

Wow - so far, so good! So what's new with the software? Here is an overview of some of the new features in the various products:

Essbase 11.1 Fusion Edition New Features

  • Lifecycle Management - Provides a consistent way to migrate applications and related objects
  • Typed Measures - Text and date types are now supported
  • Format Strings - Numbers can now be formatted so they appear as Text, Date or other types. For example, you can use a String format to display the values "Low", "Medium" or "High" rather than the actual value of the numerical data.
  • Varying Attributes - In previous versions, an attribute was a one-to-one relation with the base dimension. Essbase could calculate numbers based on the attribute assigned, but if the attribute varied over time (i.e. geographical markets changed), the attribute could not support the change. In Essbase 11x, attributes now have the ability to vary, providing useful functionality in a number of practical applications. For instance, a sales person can now look at profitability for a region that has changed. The attribute "Region" that is assigned varies over time, so the users can perform a query to determine the change in the Region from January to April.
  • Increased options for backup and restore - Automated backup with transaction logging is now available, providing the ability to restore and apply transactions from a log in order to restore current database states. The traditional methods of backup and restore can still be utilized.
  • ASO Data Clear - Allows an ASO database to have "regions" of data deleted while retaining the rest of the database.
  • Transparent Partition Response Time Logging - An Essbase.cfg setting now enables logging of the transaction response time for query requests from a data source to a transparent partition target.
  • XOLAP (eXtended Online Analytical Processing) - XOLAP is a variation of OLAP where only the metadata is "in" Essbase. The data resides in a relational database and is retrieved at query time. This provides the power of the Essbase analytic capabilities (functions, etc.) with the scalability of a relational database.
  • New Calculation Functions - Various new calculation functions (all detailed in the read me) are available to support some of the functionality described above. There are functions to handle the new Date data type and also some handy functions to generate hierarchy member lists including @PREVSIBLING, @NEXTSIBLING and @SHIFTSIBLING.

Additionally, there are numerous new functionality available in MDX, MaxL and the Essbase API.

Planning Fusion Edition New Features

  • Lifecycle Management - Provides a consistent way to migrate applications and related objects
  • Cell Level Documents - Users can attach Oracle EPM Workspace, Fusion Edition documents to a data form (i.e. Excel spreadsheets or PDFs) as supporting information for the cell value
  • Display Member Formula option - On a data form, selecting this option allows users to view the formula associated with the member
  • Row Suppression - Users can right click on a data form and suppress missing or zero rows
  • Calendar - Dates can now be selected from a calendar
  • Clear Cell Details - Previously, a SQL routine was required to clear cell details. This enhancement enables administrators and interactive users to clear annotations, supporting detail, cell text, and cell-level documents (see above).
  • Attributes - Support for Boolean, date, and numeric attribute types with hierarchies

Reporting and Analysis

  • Workspace changes
  • Look and Feel - The look and feel of Workspace is now much cleaner with new background colors and improved graphics
  • Masthead - Stacked menu and toolbar replace the single tier
    Search Services - Enables search capabilities for reports, dashboards, and documents from any repository
  • Shortcut keys - Shortcut keys have been enabled (Yes!)
    Integration of OBIEE products

Financial Reporting

  • Annotations - Comprehensive annotation functionality enables users to freely annotate Financial Reports and save the annotations with the reports.
  • Rank Function - Enhanced to allow the develop more flexibility in dealing with equal values and rankings
  • Books - External files can now be added to books

These are just some of the highlights of Oracle 11x. There are many more features, functions, and enhancements that were not included in this high-level overview. For more information on this release, refer to the product release notes or visit http://www.oracle.com

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