EPM Conference alert: Klondike 2015, Ohio Feb 25th-27th

•February 9, 2015 • Leave a Comment


Check out the Klondike conference… one of the only conferences dedicated to Hyperion. This is a mult-day information packed event for a fairly cheap price ($220).

The conference will start with a Wednesday night customer showcase event (free to attend).  Thursday will be dedicated to Hyperion-only based session breakouts conducted by industry leaders.

Friday will be a morning panel session dedicated to upgrades.

I’ll be discussing What’s new in and showcasing examples of modern IT approaches to meet today’s performance and availability requirements.

Date:  Feb 25th – 27th

Location: Sawmill Creek Resort, Huron/Sandusky, OH

For more information go to the Klondike 2015 Official Web Site:  https://www.klondike15.com

New Podcast: #oracleEPM Upgrades.

•February 6, 2015 • Leave a Comment


Check out the latest ArchBeat EPM Podcast.   All about Oracle EPM upgrades with my colleges John Booth and Rob Donahue



Feature Rich! Summary of Oracle EPM New Features

•January 29, 2015 • 1 Comment



  • Enhanced performance in Simple forms due to the latest client-side scripting methods. Putting most of the work on the client instead of the server reduces server requests and increases response times by 33%
  • Control the look and feel of the home page – for example add your company logo or a watermark
  • Manage the application with the console icon
    • Visual overview
    • View and add dimensions by plan types
    • Refresh an application
    • Set a schedule for backing up an application
  • New job scheduler give ability to launch or schedule automated functions like import/export data or metadata, business rules, refreshing.
  • Manage Dimensions
    • Create, renames, view details
    • Set the order of dimensions to determine how calculations are performed.
    • Set the evaluation order to specify which data type prevails when an intersection has conflicting data types.
  • Easy Import and Export tab or comma delimited
    • After creating an import file for each artifact, you can import dimensions, Smart Lists, and exchange rates. You can import from a file or Planning Inbox.
    • After importing metadata, you can populate your application with data by importing it from a file. The file can be on your computer, on an FTP site, or the Planning Outbox.
    • Export metadata locally to your computer, to an FTP site, or to a Planning Outbox.
  • Create Dashboards for a quick visual view of key data – drag and drop
  • Format and save ad-hoc grids as reports for viewing in Planning or in Oracle Hyperion Financial Reporting.
  • Format forms to emphasize certain data. For example, set the font size and color. Bold, italicize, or underline data. Set the background color. You can save or clear the formatting.
  • Visualize tasks by status or by type.
  • View planning unit status in a graphic.
  • Undo Feature – but must set up the form to support it.
  • Instant save and automatic save (save when exiting a cell) – must set up form to allow this.
  • Navigation, data entry, and formatting key combinations shortcuts
  • Add new members on the fly – must enable parents to allow dynamic children.

Public Sector Planning

  • PeopleSoft Commitment Control decision package users can reuse existing revision members and track revision data in PeopleSoft by unique transaction ID.
  • Planners can transfer employees and positions across decision packages and reverse transfers made in error. Planners need not share a budget request to transfer employees and positions.
  • You can generate custom decision package reports using templates. Administrators create templates by downloading and modifying the provided reports, and then uploading them and associating them with particular reports. This action enables planners to report on a variety of decision package data using a more personalized layout.
  • You can organize and present decision package data in reports using up to three attributes.
  • You can report on three years of decision package data.
  • You can report on decision package totals for up to three versions and scenarios, enabling you to evaluate total values and perform variance reporting by specific budgeting scenarios or stages.
  • You can report on additional decision package and compensation budget data in Oracle Hyperion Financial Reporting and Oracle Smart View for Office using the new Decision Package aggregate storage plan type (DP ASO). This plan type provides robust reporting capabilities.

Project Financial Planning

  • Integration with Oracle Primavera P6 Enterprise Project Portfolio Management Oracle Fusion Project Portfolio Management
  • In Release, Oracle Project Financial Planning integrates with Oracle Primavera P6 Enterprise Project Portfolio Management (P6 EPPM). This integration enables you to import projects from P6 EPPM into Project Financial Planning and then export the approved project status from Project Financial Planning back into P6 EPPM. You can also import the projects and resource assignment details from Project Financial Planning into P6 EPPM.
  • Ability to enable features when creating an application
  • When you create an application in Release, you can select the features that will be displayed in Oracle Project Financial Planning, based on your project requirements.
  • Support for the Vendor dimension
  • Release includes support for the Vendor dimension. The Vendor dimension is required when you have different labor, equipment, or standard resource rates from different vendors, and if you want to see expense reports based on vendors.

Predictive Planning

  • The Predictive Planning feature of Planning can now be used with Oracle Hyperion Planning ad hoc grids, reports, Oracle Smart View for Office Smart Queries, and saved ad hoc grids.
  • You can now use Quick Predict, an ease-of-use feature that enables you to run and paste predictions with a few mouse clicks or keystrokes.
  • Prediction chart enhancements enable you to directly manipulate predicted data series. You can now adjust predictions without retyping predicted values.
  • The following new forecasting techniques improve forecast accuracy, particularly at long lead times: Damped Trend Smoothing Nonseasonal, Damped Trend Additive Seasonal, and Damped Trend Multiplicative Seasonal. Each technique includes standard, simple lead, weighted lead, and holdout methods.


  • You now have the ability to set the degree of parallelism rather than having essbase dynamically create threads using CALCPARALLEL or FIXPARALLEL… including data load, export, and restructuring.
  • Make basic changes to database outlines using an XML file without the need to use a rules files or invoke the Outline API.
  • Enhancements to Hybrid – Time-balance members and Dynamic Time Series members can be cacluate in hybrid aggregation mode
  • Optimizations for Exalytics
  • New Calculation functions
  • New Configuration Settings
    • WORKERTHREADS—See Thread Pool for Parallel Operations.
    • CRASHDUMPLOCATION—Sets the location where Essbase saves a core dump file when an abnormal termination occurs.
    • CONNECTIONTIMEOUT—Specifies the maximum time that Essbase should wait for a SQL connection before timing out.
    • QUERYTIMEOUT—Specifies the maximum time that Oracle Essbase should wait for a SQL query to execute before timing out.

Financial Management

  • New Architecture
    • Now supported on Exalytics (HFM linux is only suppoted on Exalytics)
  • Create and edit application profiles and configuration settings on the web
  • Select multiple Load Data, Load Documents, Load Journals, and Load Intercompany Transactions up to 10 at a time
  • Reorder tabs in applications
  • Launch OFMA from HFM

EPM Mobile application (Apple, Android)

  • Manage Governace Requests With Data Relationship Governance
  • Perform Period-End Activities in Close Manager, a Financial Close Management Module
  • Search for Financial Management Entities
  • configure the Session Timeout

Financial Data Quality Management, Enterprise Edition

  • Support for Profitability and Cost Management (HPCM) and Tax Provisioning
  • In Data Load Rules, you can now specify target application options specific to a location. For example, you can select different data protection values for each location.
  • FDMEE has been enhanced to support write-back from all EPM applications (except the Accounts Reconciliation Manger) to Enterprise Resource Planning (ERP) applications.
  • New POV lock options are available in this release that enable you to lock the POV for all locations or to lock the POV for an individual location. Locking the POV prevents locations from modifying the data.
  • A new Import Format Builder feature has been added in this release to Import Formats. When the source system is a file-based data load, use the Import Format Builder feature to map source fields graphically to target dimension members instead of typing the starting position and the field length.
  • In the Data Load Workbench, you now have the option to view mapping errors and fix them instantly
  • Integration with Financial Close Manager… FCM can trigger FDMEE

Calculation Manager

  • Support for Parallel Processing in Member Range Components
  • Running Essbase Calculation Scripts with Runtime Prompts in Essbase
  • Importing Essbase Calculation Scripts including those htat have runtime prompts
  • New Custom Defined Functions… se a MaxL script file that can be accessed from the Essbase calculation engine or embed the MaxL script into the calc script itself
  • Several script editor enhansements
  • search for, and replace, text within the Variable Designer.
  • Calculation Manager has a view called Filter View/List View in which you can define the filter criteria and display (in a list) only the objects matching the given filter criteria.
  • analyze any business rule, not just graphical rules.
  • Create a cell text range component that is a type of loop comprised of a range of cell text from Financial Management applications
  • customize the columns that display and the order in which they display.
  • compare the script of a saved rule to the changed version of the rule.
  • create, edit, delete and display a list of location aliases for a block storage database and application.
  • Compact a database outline by removing the records of deleted members, reducing the outline file size to improve performance.
  • You can merge all incremental data slices of an aggregate storage database into the main database slice, or merge all incremental data slices into a single data slice while leaving the main database slice unchanged.
  • calculate aggregations for aggregate storage databases that contain data and for which you have Calculation permission.
  • You can set any aggregate storage dimension as the compression dimension if it is a dynamic dimension, with a single dynamic hierarchy, and no attributes
  • Manage sessions to display, end log-off user sessions and requests for aggregate storage applications.

Data Relationship Management

  • Better Architecture resulting in higher concurrency of read operations and lower data transfers for better performance
  • A workflow model can be configured to conditionally alter the workflow path for individual requests.
  • Segregation of duties in workflow
  • Request files, attachments, and details for transactions in workflow
  • Improved Handling of Request Exceptions
  • Workflow Request Page Improvement
  • Import and Export enhancements with Planning
  • Accessibility enhancements for people with disabilities

Smart View

Note: … the version recommended is version  a bit weird…

  • Submit data without refresh and submit data range
  • POV and Pivot enhancements
  • customize the extension update process so that Smart View end users can control when they install, update and remove extensions
  • New Diagnostics tool allows users to create and collect log files and screenshots to send to Oracle Support.
  • An Essbase administrator can require that users specify a user name and a password when logging on to the data source to access drill-through reports.
  • OBIEE filter and prompt enhancements

Financial Close Management

  • New Module: Supplemental Data Manager, the new Oracle Hyperion Financial Close Management module, helps you collect, organize, update, edit, and manage supplemental data, typically transactions, for financial analytical applications such as consolidation.
  • User interfaces enhancements – tabs are converted to tabbed objects in FCM and ARM, and users can have multiple instances of each open at the same time
  • Regionalization enhancements… reconciliations and task scheduling to take into account regional differences in close schedules and holiday dates
  • Report Writer can report on reconciliation and task information in a variety of output formats: Excel, RTF, PDF, HTML
  • Email notification s in Close Manager through close process
  • Close Manager mobile application
  • the 2,000 task per schedule is removed, improved validation on setup mistakes due to configuration mistakes, and improved memory utilization.
  • Team and Group Assignments
  • Power task actions enable multi-selection of tasks and performance of the Submit, Approve, and Reject actions
  • display multiple schedules in list views and portlets. And business day labels
  • Close Manager includes the Account Reconciliation Manager features: multi-line text with attachment attribute, enhanced attribute security, Approver questions.
  • Close Manager has new integrations for EBS Journal Entry Monitoring and sub ledger open/close events

Profitability and Cost Management

  • New Management Ledger Application Type – A new application type, Management Ledger, offers management reporting and modeling with data structured similarly to Oracle General Ledger and Oracle Hyperion Financial Management implementations.
  • System reports are now available for all application types
  • use SQL scripts to set up model data for Detailed Profitability sample model BksDP30 in Microsoft SQL Server.
  • Process Automation Support with REST APIs

Essbase Studio

  • Clearing Deployment History from Essbase Studio Console
  • Alternate Data Sources for Drill-through Reports
  • Requiring a User Name and Password to Perform Drill-through Dropped today here are the support changes

•January 28, 2015 • Leave a Comment Dropped today but only on OTN, so Documentation is not readily available at this minute, but I’m sure it’s coming soon.

The Software can be downloaded here:

Here are the major support changes for this version:

Now supported:

  • Server: Windows Server 2012
  • Client: Windows 8.1, IE 11, Firefox 31

Support deprecated:

  • Server: Windows 2003
  • Client: Windows XP and Vista, IE 7, IE 8

No big surprises here, however an interesting change was that Webshere support seems to have been removed.

More to come…

Oracle EPM Gets a New Facelift

•December 9, 2014 • Leave a Comment




Oracle EPM Gets a New Facelift


Introducing the simplified interface. Oracle makes leaps and bounds in mobile connectivity though a simplified interface capability in However, did you know you will be able to access the simplified interface on your computer as well? By going to a different URL, users can see a mobile, light and simple interface to Hyperion Planning even on your computer’s browser.


This functionality came with the latest patches to Oracle Planning and Budgeting in the Cloud, however we fully expect the same functionality to be released in the on-premise version of


Note that the classic interface is still intact.


Introduction to the new interface


The main page will show users a main screen with options for dashboards, tasks, plans, rules, approvals, reports, console, settings, academy, and navigator.

1 title


Lets start with Navigator. Navigator is a quick way to navigate to common activities such as administration, client installations, management, and workflow. These functionalities are available in within the product suite, however navigator is a simple single portal page that will redirect you.

2 nav

Academy is place for learning, full of documentation and tutorials, and getting started guides.

3 acadamy

The Settings tab allows user to change application settings, define user variables, create announcements, and change the overall appearance.

4 settings



Under the console, you can see and control your applications dimensionality and see statistics related to your application


5 console


In here you can also drill into dimensions, and actually import/export data directly

6 console 2


In the reports section, you can see and launch all your reports. You can even create reports in excel and import them into FR for a quick way to start a framework. .


7 reports


Approvals will show the status of approvals



The Rules section shows all the rules. You can launch them directly. However, there is no message that acknowledges that the rule ran.

8 rules



A lot of great functionality in Plans. You can interact with forms in a very new way. It is broken into Simple Forms, Composite Forms, and a section where you can create an ad-hoc form on the fly.


9 aprovals

Can do user defined Formatting, if you don’t like the formatting…

10 formatting

You can do supporting detail…

11 supporting detail


You can even do some additional analysis and edit the form by pivoting, etc, however it’s a big buggy,,…


12 analyze


13 options

Launching composite forms….

14 launch

Tasks has a great interface to show you the outstanding tasks that need to be completed, broken out by day, week, future, complete, etc. However it is just a straight list, not organized into groups of tasks or in a tree structure, which can be a bit overwhelming if you have a lot of tasks.

15 tasks


The dashboard section is refreshingly easy. You can quickly build a 4-pane dashboard by simply dragging items on the left and placing them in the dashboard builder. You can add Charts, URLs to external web sites, or textual commentary. The URLs are Firefox based.

16 dashboard

Deployment options for EPM

•December 3, 2014 • Leave a Comment


Confused on all this “cloud” business for Oracle EPM?  There are a few options for those implementing an EPM environment.


  1. Traditional On-Premise – Own the Hardware and Software
    1. Internally host full use hardware inside your data center
    2. Internally or Externally handle day-to-day administration/maintenance
  2. Infrastructure as a Service (IAAS) – Rent the Hardware, Own the software
    1. Externally host full use hardware to a cloud provider
    2. Internally or Externally handle day-to-day administration/maintenance
  3. Software as a Service (SaaS) – Rent the Hardware, Rent the Software
    1. Externally host non-accessible single use hardware to a cloud provider
    2. Externally handle day-to-day administration/maintenance


Remember, going to a Software as a Service model, you do not OWN the software.  If you ever decide to leave and move to an IAAS or on-Premise, you will still have to purchase the software.

Each has their pro’s and cons.  Don’t get caught up on simply considering price.  For more information take a look at my Oracle Profit Magazine Article:





By the way you can subscribe for Oracle Profit Magazine for free if you qualify.  For more information, click here.

For more information on exploring all the deployment options applicable to your organization, contact me.


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.



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