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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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 set up.

Oracle BI EE Fill in your details below or click an icon to log in: This step is needed only if you have pre-defined members defined in the interface tables. Until then, it won’t appear on the entry. 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.

Getting ofacle 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 oracke Hyperion Business Rules and in EPMA-managed ones, you’d use the Calc Manager.

Planning acts as a wrapper around Essbase and manages dimensions etc within its own repository, publishing these to the Essbase server when you deploy a Planning application. Well I was discussing it with Venkat as I went through the process, and it was interesting to see how restrictive using EPMA can become once you start using it.

Going forward, i would be blogging at http: The idea is to have custom members defined in these interface tables and then import them into EPMA. Before you can start working with forms though, there’s one more task to do – to load the data i. To find out more, including how to control cookies, see here: So, if you are managing Planning, Essbase and HFM or any of these 2 in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data orwcle etc.


For HFM, metadata can be managed in dimension library as compared to classic where metadata has to be exported using HFM client and then imported again after making changes. Select the properties for the columns.

Data Synchronization, like the Dimension and Application Libraries, is accessed from the Workspace menu. Up oracld System oraacle, you would create Planning applications using the Planning administration tool, which allows you to define the application in metadata before deploying it to a suitable Essbase server. These interface tables are used for importing the pre-defined common dimension types that are available across EPMA.

Oracle Knowledge Base Oracle Musings. 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. But you can’t load a Planning database like a regular Essbase database, as you have to manage it using the Planning application itself.

Infosys-Oracle Blog:Hyperion EPMA Way

View all Infosys blogs. Having said that, its features and also the concept of common metadata management are really good and of course with more usage i am starting to like this more and more. Planning in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions: So there you go.

So, you would need a mandatory windows server to host this.

That is done by externalizing the users from Essbase Administration Services. You are commenting using your WordPress. Doing this allows me to build up the accounts that will hold my actuals, budgets, forecasts and so on.

Email required Address never made public. Make changes in shared library and it reflects in all target application. This also was created as a local dimension, again using the wizard, as shown below. The following list gives all the possible ways that i can think of for loading data into Essbase. 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, orcale and products.

The first hurdle with this is that EPMA needs Microsoft Internet Information Services to run, and so I dug out the Epmq CD and rpma it feeling a bit dirty in the processthen got all the services up and running. Data in Planning breaks down into two main areas; dimension data, such as entity, period, scenario and ones that you define yourself, and data, the actual numbers actuals, forecast, budgets that you load into the database.


After this step, go to shared services and ensure that the user with which you have logged in as has the necessary privileges to access Essbase. So how did it all pan out, compared to creating a Planning application using the Classic Application Wizard?

I have covered 7 of the above 8 in prior blog entries. Notify me of new comments via email. That is meant for the respective product administration tools. Unlike the Outline Load Utility which uses one format, input files for dimensions into EPMA use another, and after a bit of experimentation I got one together that firstly defines the dimension that we’ll be importing, then the list of dimension members, then the hierarchy within the dimension.

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Using EPMA for Managing Hyperion Planning Applications

In my case, my products are all now showing as I’d expect, and it’s time to deploy the Planning application to Essbase. EPMA is meant for managing the metadata like dimensions, hierarchies, data loads across product sets etc.

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. Then, in a process familiar to Warehouse Builder developers, you sample the file and go on to specify which dimension each file field refers to.

I covered a basic introduction to Hyperion Planning a few months ago, where I outlined the basic idea behind the product and how it fitted into the EPM Suite framework.