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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Planning in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions:. Then edit this ASO application and create the dimensions and the corresponding members as shown below. Who knows, but for now this is how planning applications using EPMA are initially put together.

This particular session is aimed at developers like myself, who generally work with Oracle’s BI technology tools and are wondering how this “Planning” application works; how does its architecture look, what are the typical development tasks that are associated with it and how do you get data in, and out of it. 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.

Using EPMA for Managing Hyperion Planning Applications

Your file needs to hold the data in a particular format see this previous posting for more details oraacle it’s easy to understand and only takes a few minutes to set up. E;ma have covered 7 of the above 8 in prior blog entries. EPMA is meant for managing the metadata like dimensions, hierarchies, data loads across product sets etc. So there you go.

Classic applications that are imported into EPMA have by default local dimensions, and local dimensions are the default when setting up fresh applications directly within EPMA, however if you are looking to standardize data and access across all of your planning applications you’ll probably want to move towards shared ones. As well as creating the standard dimensions, I also wanted to create a custom, “product” dimension to allow me to plan across my product line.

Planning in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions: The idea is to have custom members defined in these interface tables and then import them into EPMA.

If the dimensions are small scenario, for exampleyou can define them directly within EPMA in a similar manner to Essbase Administration Services. 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.


So how do you get large amounts of dimension members into a Planning application when you are using EPMA? Using MaxL Scripts through an unix shell or batch script 7. All the views expressed here are my own and does not reflect the views of Rittman Mead Consulting or Oracle.

This entry was posted on May 27, at 5: It provides a single interface where hierarchies orcale be built and loaded to various applications through flat files and interface tables. This site uses cookies. Repeating this for Version and Scenario allows me to quickly add the members for these dimensions, and even Entity is straightforward as there are only a few territories where my company is operating.

What should you look at when you decide to leave the ground and fly with cloud? Orafle EPMA we get facility to automate dimension update and maintain applications like Import Profiles and Application Deployment can be invoked through the EPMA batch client for an automated dimension update process. 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, period and products.

This should give you an idea of how EPMA works. These interface tables are used for importing the pre-defined common dimension types that are available across Eepma.

Infosys-Oracle Blog:Hyperion EPMA Way

Leave a Reply Orscle reply Enter your comment here Posted by Tarun Chaturvedi on March 14, 3: Managing metadata is easier. Going forward, i would be blogging at http: Oracle Knowledge Base Oracle Musings.

Once the file is imported and then processed, you can then check back into the EPMA Dimension and Application libraries to see the newly created dimension members and hierarchy.

Make changes in shared library and it reflects in all target application. So, the question is, how do we build a Planning application?

So what we need to get to grips with then, to bulk load dimension members into our product dimension, is either the interface tables or the interface file structure, and the Dimension Library part of EPMA to bring them in. To find out more, including how to control cookies, see here: It is used by organizations to plan and budget within their organization, and where it differs to ordinary Essbase is that it’s a packaged application designed to do one thing planningrather than being just epmaa OLAP server or a toolkit like Java.


In my case, the data that will define the members in my dimension is held in a flat file, to start I select the Dimension Library tool within Workspace, and create what’s called a new “profile”.

Using EPMA for Managing Hyperion Planning Applications

This also was created as a local dimension, again using the wizard, as shown below. Before you can start working with forms though, there’s one more task to do – to load the data i.

Doing a data load in this way is pretty straightforward though, you can for example select the dimension in Essbase Administration Services, right-click oraclw it and select Load Data, then point it towards the file containing your data. The first System 9 version of EPMA made you define all dimensions as “shared”, which meant that you defined them in the “dimension library” within EPMA and then made them available for use by various applications, each of which then used the same dimension definition.

You can leave a responseor trackback from your own site. This step is needed only if you have pre-defined members defined in the interface tables.

So how did it all pan out, compared to creating a Planning application using the Classic Application Wizard? Unlike dimensions which can only be loaded from EPMA, data can be loaded in whichever way you see fit, although if you bypass EPMA you’ll miss the logging, management and other benefits you get when you manage all your loads using this environment. Basically one would need application and database administrator privileges.

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.

If you opened up Essbase Administration Services and took a look at the application, a typical one would look like this: It’s probably worth taking a moment out to understand how data and metadata flows through Planning when EPMA is involved. Post a comment If you haven’t left a comment here before, you may need to be approved by the site owner before your comment will appear. Starting off with the data load though, you’ve got a couple of options on how to get the initial data in.