OAUG Connection Point®—Hyperion Online

•October 28, 2014 • Leave a Comment

connection point


The OAUG Connection Point® seminars series is back, featuring OAUG Connection Point®—Hyperion Online! Mark your calendar from November 17-19, 2014, for three days of high quality, high-impact technical education focused on the Oracle Hyperion product. OAUG Connection Point®—Hyperion Online is the ideal Oracle education seminar if you are unable to attend live events such as COLLABORATE, or Oracle OpenWorld.


Don’t miss educational session topics including budgeting and forecasting, data management, Oracle Hyperion Tax Provision, the details of product improvements in Oracle Hyperion and, and more!


Attendees may participate in all 18 sessions, or choose an array of sessions to fit their schedule and technical needs. OAUG members take advantage of the individual rate of just $95 for three days of Hyperion education; non-members receive the same valuable content for $135.


Learn more about this great event and register at http://connectionpoint.oaug.org/2014/hyperion, or contact registration@oaug.org.


Plan to attend my session:

Wednesday November 9th: 6:30 – 7:30 EST

SaaS? Cloud? Exalytics? On-Premise? Exploring Oracle EPM Deployment Options

The new 11.1.2 Fusion edition of Oracle EPM brings many new features and functionally and options for deployment. Considering Oracle Cloud, SaaS, Exalytics, or in-house systems, Oracle ACE director Eric Helmer walks though best practices and considerations to make your journey to Fusion painless by choosing the right deployment scenario for you.


New HFM Index utility

•October 21, 2014 • Leave a Comment

In a recent patch set update, Oracle provides a new utility that will analyze HFM Indexes.

This is for release via Patch Set Exception (PSE): 18921957.  However you can use this utility on any 11.1.2.x version.

  • examine the indexes on the database tables and compare them against the required indexes to see if any changes should be made.
  • can be used to repair an issue that may have been caused by certain versions of the HFM Copy Application utility

Link to the patch: https://updates.oracle.com/Orion/Services/download?type=readme&aru=18120702


“The index update utility operates in three modes.  The first is to examine the existing database table indexes on an HFM application and generate a report outline any potential problems that may exist.  The second option will generate a report and a file of SQL commands to drop and recreate any possibly missing or incorrect indexes.  The third form generates a report and instantly executes the commands to drop/recreate indexes.”



Oracle Hyperion Planning What’s New and What’s coming

•October 3, 2014 • Leave a Comment

As I previously reported, there are currently two working EPM code sets in place from Oracle: The Oracle PBCS Cloud code set, and the on premise version. is where they will finally be brought together.

Oracle currently has 150 customers of OPBCS with about 30 of them live. The biggest problem at this point is to keep up with the demand from a hardware perspective, so on-boarding has been a slower process than expected.

The OPBCS will go through one more cloud-only patch in Q4 that will bring in a new interface, mobile capabilities, etc. After that is released and tested in the cloud, Oracle will release the on-premise version that will incorporate all the Cloud functionality plus some additional features. After that, the versions should be released in sync. Once in sync, the on-prem version will have all the performance analytics, self service tutorials, etc.

At Oracle Open World, product managers openly acknowledged performance issues in the release around tabbing, forms scrolling, etc. This is due to the conversion to Application Developer Framework (ADF) that is standard for all Oracle Fusion products. ADF gave Oracle a way to standardize the UI for all Fusion and Cloud products and allowed for the creation of more rich and crisp graphing and charting. However, when scrolling, ADF’s architecture made it so only a small amount of data is fetched at a time… so while the form initially comes up quicker, scrolling large sets can be painfully slow. In earlier versions, the entire form was fetched all at once from the start which had the opposite problem. Oracle has been struggling with and other performance related issues since the ADF conversion in However, they claim:

  • was a 100% improvement in performance than its predecessor.
  • was a 40% improvement in performance than its predecessor.

In, they went even further. The Oracle EPM development team created an internal technology and integrated it with ADF that solves this data-fetching issue once and for all. I saw this in person… and it’s true….there is no latency in large forms when scrolling and there was instantaneous cell-to-cell navigation.

Coming in the Cloud patch:

  • Simplified mobile ready interface – focus on less clicks, tablet friendly (I will showcase this later)
  • Better automation of routines
  • Key administrative capabilities

Coming in On-prem version (which will include the cloud patch capabilities):

  • On the fly iterative planning using sandboxes
  • Auto calculation, auto save-on-change (do not have to hit the save button – formulas instantly calculated.)
  • Interactivity with large data sets – rapid loading of forms, quick cell-to-cell navigations, scrolling on all grids
  • Valid Combinations – it will show only valid combination of data values – IE it will show only products relevant to a particular LOB.
  • User defined calculations using excel formulas – Formulas edited/created in Excel can reference dimension members and will persist in Planning automatically when saved in Excel.

Sandboxing, explained…..

In Oracle will include a way to do built-in versioning though a concept called a sandbox. This is a temporary version of the application that is unique to an individual user that no one else has access to, without having to create an entire separate application. The idea is that someone can change something, see the result of that change, then easily publish it to the production version if all goes well or easily destroy the version if things don’t go as planned.

Here is an example. Suppose you have a form open and you want to change a number. With the new auto-calculation you can instantly see the results of the change without needed to click a save button. However, you want to ensure the numbers look good before a save… So you create a Sandbox….before you make the change…



Stay tuned for more information on the upcoming interface and other capabilities coming in

Oracle OpenWorld Agenda Released

•September 3, 2014 • Leave a Comment


It’s funny how many people call this conference “OracleWorld”…. I have even heard Oracle representatives say this.  Remember – it’s Oracle OpenWorld. :)

ADI will be at Booth #3254 Moscone West, serving espressos, and will have a live hands-on Oracle Planning and Budgeting Cloud Service (PBCS) application for users to interact with.  Come learn about all tour deployment options from Oracle PBCS to server hosting and managed services.

Stop by my session at this year’s Oracle Open World….

Eric Helmer, VP of Global IT Services at ADI Strategies and an Oracle ACE Director, will be presenting CON4996, Session Title: “SaaS? Cloud? Oracle Exalytics? On-Premise? Exploring Oracle EPM Deployment Options” on Monday September 29, from 2:45 – 3:30 PM at Moscone West – 3010.


Also – be sure to stop by ADI’s special VIP event Monday September 29, 2014, from 6:30 PM to 9:30 PM. Please let me know if you are interested in attending!



Support for Oracle EPM 11.1.1.x ends this month!

•July 16, 2014 • Leave a Comment



Premier Support for Hyperion Enterprise Performance Management System 11.1.1.x Ends July 2013 (Doc ID 1511588.1)


If your deployment is at EPM System release
- Your supported upgrade path is directly to release

If your deployment is at EPM System Release release

- Your supported upgrade path is directly to release

If your deployment is at a prior release
– The recommended path is to upgrade to release From here, you can continue a direct upgrade to release


If you are on one of these versions, please contact me for a free estimate to get you upgraded to the latest and greatest and get you back into a supported platform!

Oracle EPM – What’s Coming – The Rumor Mill

•July 14, 2014 • Leave a Comment

EPM – The Rumor Mill

As usual I like to report on the Rumor mill of new features and functionality I am hearing in the industry for upcoming releases. Again, these are only rumors and nothing is guaranteed. But I’m usually fairly close on these things. should drop towards the end of the year.


The Big Bullet Points for

  • HFM on Linux and Exalytics
  • Significant mobile interface improvements along with a Cloud Marketplace where vendors can develop their own applications
  • More mobile integration: Financial Reports, Close, ARM, DRG
  • Oracle Financial Planning Analytics (OBIEE -> Planning)
  • Upgrading to FDMEE is mandatory if using FDM
  • New FDMEE Module: Supplemental Data Manager
  • New Module: Tax Governance
  • HPCM: Management Ledger Allocations
  • TAX: an overall movement to use the Tax module(s) to govern all corporate tax process
  • Sandboxing in Planning
  • FCM: New Journal Entry Manager
  • Report Writer – build your own Word, Excel, and PDF reports
  • More granular security controls on who and modify / view annotations, reconciliations, tasks, etc
  • Configurable notifications allow each user to determine the frequency of email notifications for each triggering condition.
  • General Movement to make it easier to turn on/off features


  • Platform independent
  • Java Based API
  • ODBC Data Connection
  • Performance improvements
    • Multi-core Scaling for consolidations
    • Data Retrieval improvements
    • Rules
  • Application Creation Wizard
  • Member List editor
  • Easier to turn off/on features
  • Full LCM Support
  • Better Parity with Calc Manager



  • Migration upgrade utility from FDM
  • Data Sync between EPM Apps
  • DRM Load from ERP
  • Sub-ledger transactions for ARM
  • Tax Provisioning and explicit support for HPCM
  • SAP BW Meta load
  • Graphical Import format builder
  • Integration for Financial Close Manager
    • Open FDMEE from inside FCM
  • Fix explicit mapping rules from workbench


Financial Reports

  • No longer a Windows restriction if using FR to HFM
  • FR gets it’s own ADM Driver for a data access layer
  • Planning reports
    • Supporting Detail
    • Cell Text
    • Annotations
  • HFM reports
    • Period
    • Line Item
  • Annotations
    • Editable: Can specify if an annotation is editable or not
    • Richer Text: Bold, underline, italics, font, bullets, etc.
    • Annotation categories


No – before you ask, the FR Studio has not been replaced yet – you are still stuck with it (but they are working on it)


Disclosure Management

  • New Disclosure Documentation Management Repository
    • Can Manage user read/write access
    • Check in/check out versioning
  • SEC Extension Taxonomies
    • Simplify taxonomy development with regulatory specific knowledge
  • New Supplemental Data Manager Module
    • Uses FCM under the covers
    • Divide data sets for collection
    • Dashboard views
    • Workflow
    • Integrations with HFM



  • Workspace integration
  • Simpler Single Sign On Setup
  • Seamless navigations within EPM and BI
  • Template based creation of reports
  • Expand ability of drill down – source data, more detail



  • User defined Sandbox – ability for users to do their own what-if on data (without copying data or making new applications)
  • Usage and Statistics Analysis (I assume this is from the Oracle Cloud)
  • PFP: Vendor dimension, ability to deploy functionality incrementally
  • Workforce Planning enhancements
  • New: Oracle Financial Planning Analytics
    • pre-packaged analytics for the Planning domain leveraging Oracle BI technology
    • Monitor Operating Performance metrics and drill down
    • Business metrics such as forecast accuracy and accuracy trending
    • Track process trends for ongoing improvement
    • Prebuilt dashboards


  • New Ledger Model Type
  • Focus on performance and Exalytics acceleration
  • Vertical application templates.


Oracle Cloud

  • Financial Reports on the Cloud
    • Combines management and statutory reporting in one solution
    • Collaborative, commentary
    • Accessed on all devices


Data Relationship Management

  • FDMEE Integration
    • Metadata from Oracle and non-Oracle GL’s
    • Mapping Feed from DRM to FDMEE
  • Request load from file/table
  • Governance Auditing/Reporting
  • Conditional Workflow stages
  • Workflow UI simplification


    • Execute any FIX blocks in parallel, overcomes restrictions of CALCPARALLEL
    • Give power of parallelism to users when CALC parallel cannot parallelize scripts out of the box
    • Note:  The key driver of this is Exalytics.  This is for people that really know what they are doing because it takes single thread calcs and parallelizes them.  For most others, it’s probably best to continue to use CALCPARALLEL
  • Focus on mix load activity for Planning use cases
    • Better scalability for mix concurrent query and calc operations.
    • Better resource utilization with Exalytics
    • 3.5x improvement from Exalytics V1
    • Focus on higher scalability and realistic multi-user workload
  • BSO/ASO Hybrid Agg Mode
    • Standard BSO database and capabilities coupled with ASO dynamic performance
      • Supports calc scripts, write-back, formulas, etc
      • Use ASO Query processor for BSO dynamic aggregations
    • Optimized BSO models may even be faster than ASO in some scenarios (IE – shared Member in queries)



Check out the Infrastructure Deep Dive Session at KSCOPE14

•July 10, 2014 • Leave a Comment




This year,  Myself, Rob Donahue, and John Booth conducted an EPM infrastructure deep dive session.  This is the first of it’s kind, and was very well received.  The 2-hour session was jam packed for of technical information representing the IT Side of EPM.  We had many in attendance and the feedback was amazing.  Thanks to my co-hosts and those that attended.

The First session was conduced by myself, where I covered:

  • general Architecture
  • what’s new in 11.1.2.x
  • Installation and upgrade best practices
  • Patching

The Second session was done by John Booth where he covered:

  • Performance Tuning
  • Backup/Recovery
  • Disaster Recovery

Rob Donahue wrapped up with the following topics:

  • Health Monitoring
  • Troubleshooting
  • Logs and diagnostics

Finally we had a very interactive Q&A Session that went on even after time was up.  Great session all the way around.  If you could not make it and want to download the session materials, click the link below…




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