Professional Documents
Culture Documents
com
INTRODUCTION TO EPMA
WHAT IS EPMA?
Ø EPMA can be used to facilitate data movement across applications and Oracle
EPM products
WHY EPMA?
Ø EPMA has data movement capabilities to move data across applications and
products.
EPMA - Overview
Application Management
Hierarchy Management
Ø Alternate hierarchies
Ø Attribute dimensions
Ø Member formulas
Ø Security class
Manual Entry
Ø No manual modifications
EPMA Components
Dimension Library
Ø Create/edit dimensions, members, and their properties for all application types
Job console
Calc Manager
Ø Within each object type (i.e. Rule set, Rule, Component) user can easily drill
down to next level of objects.
EPMA Application
Hyperion tends to create lots of services anyway (at last count, including Planning,
there were 31 Hyperion-related services running on my Windows machine) but as
you can see from the screenshot above, EPM Architect and Calc Manager take up
eight of their own.
EPMA has its own repository that holds all the metadata on the applications it
manages, and as with classic planning applications you define the dimensions
there first and then deploy them to Essbase. To start off them, as with the Classic
Application Wizard you can define the basics of the Planning application using a
wizard in EPMA, where you can say whether the application has one or more
plans, whether it’s multi-currency, what time periods it uses and so on.
EPMA WORKFLOW
It’s probably worth taking a moment out to understand how data and metadata
flows through Planning when EPMA is involved. As you can see from the
diagram below, data and metadata from the various sources goes first into
interface tables or files before being accessed by EPMA, which then takes this data,
maps it and then uses it to construct the applications that you want to create
Workspace Navigation
Workspace is a web client that provides the user interface for viewing and
interacting with content created with Hyperion EPM application.
Workspace provides a single EPM interface. It provides users these access and
interacting capabilities for these components:
http://<servername>:19000/workspace
Username: admin
Password: password
The recently used application is showing. We can open it or can create new
application. To see newly created application in Win32 (Desktop Client) we need
to refresh the Application List
Workspace
Ø Data forms enable you to enter data for predefined views, such that specific
periods & accounts.
Ø Data Grid enables you to use a spreadsheet like application to enter, edit and
view data in Financial Management application.
Ø Reporting enables you to view various Financial Management reports, such as
journal reports and intercompany matching reports.
Login to Workspace
http://[servername]:19000/workspace
User: admin
Password: password
Ø You can select either Flat File or Interface table as the Import Type. (Interface
tables are discussed in a later topic in this lesson).
Ø After you create the profile, a wizard is launched that walks you through the
tasks for defining load
options, mapping
dimensions, and
mapping properties.
/*Hyperion recommends that you add Financial Management to the exceptions for
your Web pop-up blocker. When you perform some Financial Management tasks,
such as loading data on the Web, a status window pops up showing the task
status. If you have a pop-up blocker enabled on your computer, the status window
is not displayed.*/
4 For Security File, enter the name of the file to load, or click Browse to find the
file.
Note:
5 For Delimiter Character, enter the character used to separate information in the
file. These characters are
Valid: ~ @ # $ % ^ & | : ; ? \
6 Optional: Select Clear All Security Info Before Loading to clear security
information for the application before loading the new security information.
Caution! You can use the Clear All option only if you have been assigned the
Application Administrator and Provisioning Manager roles. Also, if you use this
Click LOAD
Note: This option is only available if you open a Classic Financial Management
application.
4 In the Metadata File text box, enter the name of the file to load; or click Browse
to find the file.
If you are extracting to an APP file, in the Delimiter Character text box, enter the
character to be used to separate the metadata in the file.
Delimiter characters are necessary only for ASCII files with the APP file extension.
Delimiter characters are not necessary for XML files. The following characters are
valid: , ~ @ # $ % ^ | : ; ? \
6 Optional: In the Load Options section, select Clear All Metadata Before Loading.
Note: If you select this option, you cannot select elements in the Metadata Options
section.
7 Optional: Select Check Integrity to check the metadata file against the data in the
current application. It is highly recommended that you select this option as it
ensures that the application is not adversely affected by the metadata in the load
file.
Note: If integrity errors occur, they are written to the metadata log file and no
portion of the file is loaded into the application
©Business Intelligence Solution Providers learnhyperion.wordpress.com aloo_a2@yahoo.com 23
http://learnhyperion.wordpress.com
8 In the Load Options section, select one of the following load methods:
Merge
Replace
Use the Select All and De-select All buttons to quickly select or clear all metadata
types.
When you map a dimension in the load file to an existing dimension in Master
View, you can merge or replace members:
You can create a new dimension in Master View, or you can map a dimension in
the load file to an existing dimension in Master View. For each dimension in the
flat file, a dropdown list displays dimensions of the same dimension class in
Master View. You can select New Dimension, or you can select a Master View
dimension to which you want to map the flat file dimension.
Mapping Properties
For each column for a dimension in the flat file, a drop-down list displays
properties for the same dimension class in Master View. We select the property to
which to map the column. If a property name in Master View exactly matches a
property name in the load file, that property is mapped by default.
Select the Ignore Nulls option for a property if you want blank values for a record
in the load file to be ignored.
After creating a profile, you can run it from the Import Dimensions dialog box.
2. You must select a file to upload each time you run an import.
You can select Navigate > Administer > Job Console to view the status of the
metadata load. Job Console shows the current job status and the percent
completion. You can click the Import Results link to view an error log for each
dimension included in the load.
You can select Navigate > Administer > Job Console to view the status of the
metadata load. Job Console shows the current job status and the percent
completion. You can click the Import Results link to view an error log for each
dimension included in the load.
2. In the interface database, you create tables that correspond to the sections in
a metadata flat file. For example, you would create a database table for
dimension associations with fields for Base Dimension, Property, and Target
dimension, similar to the Dimension Associations section of a flat file.
3. After you create the interface tables, you load data from you external
systems into the tables.
4. You can then import the data from the interface database into the Dimension
Library using an import profile, following the same procedure as with flat
files.
Prerequisites
Click Start > Programs > Hyperion > Foundation Services > Configuration Utility
In the Data Interface Area Mapping Wizard, make the required selections and
click Next. For the interface area, select the interface table data source you created.
Next, select the table and column that contains the values to import.
Enter a name and description for the interface area definition, and click Finish.
Before importing dimensions into the Dimension Library, you must create and run
a data synchronization or an import profile. Data synchronization enables you to
synchronize and map data between Hyperion applications, interface tables, and
external files. Profiles include important information about the dimensions to be
imported such as new dimensions, whether to merge or replace existing
dimensions, and dimension properties. You execute the profile to import
dimensions into the Dimension Library.
Select Hyperion Data Interface Area as the source type, and click Next.
Select File > Import > Create Profile to create an import profile in the Dimension
Library
Enter the profile details and click OK. For Import Type, select Interface Tables as
Select Create dimensions for the non-mapped dimensions with the source
dimension name, and click Next.
©Business Intelligence Solution Providers learnhyperion.wordpress.com aloo_a2@yahoo.com 34
http://learnhyperion.wordpress.com
Click Close
You can select Navigate > Administer > Job Console to view the status of the
metadata load. Job Console shows the current job status and the percent
completion. You can click the Import Results link to view an error log for each
dimension included in the load.