Oracle Analytics Partner of the Year

1,000+ EPM projects

completed, 50+ in EPM Cloud

Company was founded on Essbase and has

themost experienced Essbase resources.

Our consultants average 9+

years of EPM experience

Focused on EPM & BI

since1997

#1 EPM Cloud Partner

Industries

Healthcare, Financial Services, Higher Ed, Retail & Wholesale, Tech & Telecom,

Consumer Goods, Energy, Insurance, & Manufacturing

• 2019 Oracle Analytics Partner of the Year

• 2016 Oracle Global Partner of the year – Cloud EPM & BI

• 4-time Oracle Excellence Award• 9-time Inc. 5000 – list of fastest

growing U.S. private companies• Multiple Kscope Top Speaker

awards

Awards170+ Cloud

specializations, 60+ free Cloud webcasts,

free Cloud videos, and 2 Cloud books!

Free EducationOTN tours, regional roadshows, weekly

webcasts, Play It Forward videos

(YouTube), newsletters, and blog posts!

interRel Highlights and Company Overview

Taking Control of Your Hierarchies with Enterprise Data

Management Cloud (EDM)

Why do we need EDM?

What is Master Data?

• Master data is shared across systems

E.g., Organization, Accounts, Customers

Transaction / Operational Systems

Reporting / Analysis Systems

• Data is defined through a series of relationships and properties:

Dimensions

Hierarchies

Attributes

• Business rules are necessary to control and manage data relationships

8

What is Master Data?

• Not transactional data or fact data

• Transaction data - reference data which provides context to a business transaction

• Master data – common data elements shared across transactions, shared data for business decisions

9

X

What is a Dimension?

• Dimensions define how data is grouped, categorized, and aggregated

• Dimensions often reside in reporting and analytical applications (DW, OLAP, BI)

• Dimension elements are intrinsically linked to operational systems

• Dimensions typically consist of elements from multiple data domains

Products to locations, or customers to territories

• Flavors of dimensions Different business units or functions often

want their own “flavor” of a dimension

Different targets or functions often want their own “flavor” of a dimension

Data Warehousesand Data Marts

Other• XML• Excel• Text

Multi-dimensional

iFlex

OtherFA

ERP

GeneralLedger

CRMHR / HCM

Source

: Ora

cle

Real World Challenges

• Significant manual effort required to close the books

• Non-standard reporting

• No common hierarchies

• Lack of flexibility when doing acquisitions

• Tool of choice for consolidating numbers was Excel

• Multiple disparate data repositories and reporting applications

• Non-standard business rules and processes

• Lost confidence in the accuracy and integrity of reporting and analytical data

• Lack of ownership and accountability for defining business rules and troubleshooting errors

• Anomalies in the data were resolved on a one-off manual basis by a handful of over-committed resources

• Business analysts request data from various sources to complete reporting using multiple toolsets and techniques

• Meetings were spent comparing data sources and arguing about whose data was correct

Mapping, Consolidating, Reconciling Multiple Chart of Accounts

SAP Balance Sheet (IFRS)

10000 – Assets11000 – Short Term Assets

11100 – Cash11200 – Cash Equivalent

15000 – Long Term Assets15100 – Embedded Derivatives15300 – Inventory

20000 – Liabilities30000 – Equity

Management Accounting &Performance Reporting

1 – Assets1.1 – Short Term Assets

1.1.0 – Other Short Term Assets1.1.1 – Cash1.1.2 – Cash Equivalent

1.2 – Long Term Assets1.2.0 – Other Long Term Assets1.2.1 – Research1.2.2 – Advertising1.2.3 – Inventory

2 – Liabilities3 – Equity

Peoplesoft Balance Sheet (US GAAP)

100-000 – Assets100-100 – Short Term Assets

100-110 – Cash100-120 – Cash Equivalent

100-200 – Long Term Assets100-210 – Research100-220 – Advertising100-230 - Inventory

200-000 – Liabilities300-000 – Equity

Source

: Ora

cle

Dimension Maintenance Nightmare

13

GL HR Legacy OtherSupplyChain

Data Warehouse

Analytic EnginesHFMPBCS

Source Systems

Reporting & Analysis ToolsStandard Reports, Adhoc Analysis, Data Mining, Dashboarding & Performance Scorecards

• Complex and confusing!!!

• Cloud and on-prem

• Multiple ways to maintain hierarchies across the company

• Inefficient, inconsistent maintenance processes

• IT vs. Business users

• Limited security

• Limited checks and validation processes

• Limited auditability

• Limited accountability

• Data integrity issues

• Single version of the truth?

• Compliance risk

Corporate Restructures

• It’s that time again

• Management is going to reorganize the enterprise for reasons X, Y, and Z

• All you know is that attempting this in a spreadsheet is going to be a nightmare

Creating new departments

Moving cost centers

Running comparisons between new and old structure

Putting in checks to ensure business rules for the reorg

EDM to the RescueIntroduction to Enterprise Data Management Cloud Service

Enterprise Data Management Cloud Service (EDM)

• Allows business users to manage master data (dimensions, hierarchies, etc.)

• Provides audit controls and accountability

• Allows synchronization of master data across all systems

• System validations and verifications to control hierarchies

• Compare and easily update shared hierarchies and dimensions

• Subscriptions & node type converters to manage master data across source and targets

• Approval policies & collaborative workflow

EDM: Central Place to Manage Dimensions, Hierarchies, Attributes

Enterprise Data Management Cloud

Service (EDM)

Manage common dimensions, hierarchies,

attributes, & mappings

Business user driven tool

Archived hierarchy versions

Audit trail

Oracle Analytics Cloud (OAC)

Essbase Cubes

Financial ConsolClose Cloud

Planning Cloud

ERPFinancials Cloud

Key EDM Cloud Features

• Manage dimensions, hierarchies, properties, attributes by business users

• Next generation DRM; new data model design

• Business user tool / Modern graphical user interface

• Request driven batch of related changes

• Compare, rationalize, and conform structural changes

• Visualize and analyze impact of changes before committing

• Drag and drop hierarchy management with subscriptions and node type converters

• Granular change audit

• Granular security by application, dimension, node type, or hierarchy set.

• Push hierarchies into EPM Cloud apps directly and to other custom apps via exports

• Push mappings into Data Management

Part of 4 Main Business Processes

• Shift away from cloud services to 1 solution that supports 4 main business processes

This does mean that except for legacy customers, the products will not be sold separately

What was a “product” is now just a “business process” inside Oracle EPM Cloud

1. Planning: Planning, Profitability

2. Financial Close: Financial Consolidation, Account Reconciliation, Tax Reporting

3. Narrative Reporting: Narrative Reporting

4. Enterprise Data Management: Enterprise Data Management

• https://www.oracle.com/applications/performance-management/products.html

New Names of EPM Products (“Business Processes”)

• EPBCS/PBCS –> Planning

• EPRCS –> Narrative Reporting

• ARCS –> Account Reconciliation

• FCCS –> Financial Consolidation and Close

• PCMCS –> Profitability and Cost Management

• TRCS –> Tax Reporting

• EDMCS –> Enterprise Data Management

Oracle EPM Enterprise

ERPs Data Warehouses Unstructured Data Excel

•Custom Plan Types•Workforce•Projects•CapEx•Scenario Modeling• Financials• Freeform (Essbase)•Groovy

PLANNING

•Consolidation•Account Reconciliation•Task Management•Supplemental Data•Advanced Consolidation•Transaction Matching•Tax Reporting

FINANCIAL CLOSE

ENTERPRISEDATA

MANAGEMENT

Ad Hoc Management ReportsNarration Mobile

Profitability & Cost Management

EPM Cloud Standard vs. Enterprise

Business Processes EPM Cloud Standard EPM Cloud Enterprise

Planning Planning & BudgetingPackaged modules: Workforce, Capital, Financial ProjectPlanning Scenario Modeling1 Custom Hybrid BSO & 1 Custom ASO

+ Advanced Customization and modeling (Groovy)Intelligent Performance Management Intelligent Process AutomationFree Form Planning

Financial Consolidation & Close Financial ConsolidationTask Management

+ Advanced consolidation (on-demand business rules, custom calculations)Intelligent Performance Management Intelligent Process Automation

Narrative Reporting Narrative Reporting + XBRL Reporting

Account Reconciliation Account Reconciliation + Transaction Matching

Tax Reporting Not available Tax Reporting

Profitability Not available Profitability and Cost Management

Enterprise Data Management Not available Enterprise Data Management with 5,000 records limit

EDM is part of EPM Enterprise Cloud

• You can create as MANY applications of EACH Business Process as you need. 10 Planning, 2 Financial Consolidation & Close, 3 Tax Reporting, 5 Narrative Reporting, 2

Account Reconciliation, and 4 Profitability applications... no issues.

Go for it... all included in the pricing for EPM Enterprise Cloud

• What, six months later you realize you need 5 more Planning and 2 more Narrative Reporting?

Contact Oracle and they’ll give them to you... all still included in the base price of EPM Enterprise Cloud.

• Want Disaster Recovery environments... they are also included with same terms and conditions as the additional, old SKU for this service.

• All advanced/premium features are included in the EPM Enterprise Cloud E.g. Groovy rules, advanced consolidations, transaction matching, disclosure management,

Intelligent Performance Management, Free Form Planning (Essbase)

Enterprise Data Management (5000 records; additional available)

What’s the price? How much does this cost?

How to Subscribe to EDM

• The Enterprise Edition does have a maximum 5,000 records included for Enterprise Data Management, but you can buy more.

• You can also continue to purchase EDM separately

Views

Home Page

Completely New Design / Data Model

Understanding Data Chain / Model – Helpful Analogy

• Node Types and Hierarchy Sets are like Tables in RDB

• Node Sets, Views, and View Points are like Views Node Sets filter

Views and view points present / presentation layer

Views

Opened View Displaying View Points

List Dimension Example

Search for Nodes

Inspect View Point

• Inspect to review definition and edit view point

• You can inspect all over the place in EDM Cloud; really helpful feature

Download View Point to a File

Demo: Basic View Point Navigation

View Point Definition

• Admins can define how users interact with data in the view point

New RequestsShopping Cart Experience for Users

Create New Requests

Create New Requests

• Rename the request from an assigned number

Create New Requests: Add Top Node

Create New Requests: Change Property Values

More Requests

Create New Requests: Delete Nodes

Create New Requests: Hyperlink to View Proposed Change

Create New Requests: Node Action Options

Demo: Create Requests

Demo: Create Request – Alternate Rollup

Create Request – Load Changes from a File

• Benefit of using this option to import data Excel file

Tracked through requests

•Worksheet name must match the dimension name being imported

• Headers in Excel must match column headers defined in Node Type

Create Request – Load Changes from a File

Demo: Create Request – Load Changes from a File

Create Request: Check Invalid Requests & Fix

Create Request Features

View list of proposed changes

Hyperlink to proposed change

View issues with proposed changesHyperlink to issue

Add comments

View and add attachments

Demo: EDM Mappings

View Previous Requests

View Previous Request

View Previous Request

View Previous Requests

View Previous Requests

Demo: Compare Hierarchies

Demo: Find Missing Nodes and Assign

Import & Export “Data” In EDM, data is the dimensions/hierarchies/property

values/mappings

Import Data from Applications

Import Data from Applications

• CSV

Import Data from Applications: Import from File

Import Data from Applications: Import from Connection

Review the Imported Hierarchy in Default View

Export

• Application >> Export

• Application >> Export Mappings

Export

Register Applications

How EDM Applications Work with Subscriptions (example - OAC/PBCS)

• 1 EDM Application = target cube

• Subscriptions work with load requests

View points to subscribe to changes into another view point (can cross EDM applications)

Add new / make change once and the subscribed viewpoints will update

New request - in all views

Commit in master; auto commit in subscribed views

• Update once and subscriptions update to

Enterprise Data

Management Cloud Service (EDM)

Oracle Analytics Cloud (OAC)

Essbase Cubes

Planning Budgeting Cloud (PBCS)

Cube 0

(ASO)

Ess1

Hybrid

Ess2

(ASO)

PT1

PT2

Master app

EDM Applications

Cube 1

Cube 2

PT3

Cube 3

Cube 4

Cube 5

Applications

Register a New Application

Demo: Review Registered Application

Conclusion

10 Steps to Implementing EDM

1. Train

2. Setup

3. Requirements & Design & Prototype

4. Create EDM Application(s)

5. Define user interfaces (views and view points)

6. Define node type converters & subscriptions

7. Import dimensions and properties

8. Setup security and workflow

9. Automation

10.Migration & Deployment

EDM: Manage Dimensions, Hierarchies, Attributes

Enterprise Data Management Cloud

Service (EDM)

Manage dimensions, hierarchies, attributes, &

mappings

Business user driven tool

Archived hierarchy versions

Audit trail

Oracle Analytics Cloud (OAC)

Essbase Cubes

PCMCS / FCCS

Planning Budgeting Cloud

(PBCS/E)

ERPOther

Future connectionCustom flat file for now

Future connectionCustom / flat file for now

Connection to inbox/outbox to share dims

Connection to inbox/outbox of Data Management (mappings & dims)

Questions & Answers

Continuing Education

• Build an Oracle Planning & Budgeting Cloud

• Application from start to finish• Administer and automate your

solution• Migrate from on-premises to the

Cloud• Best practices for setting up

your Oracle EPM Cloud Instance

Essbase

Admin Studio Smart View

• Build a report package • Execute the reporting cycle

from start to finish• Sign off or reject the final

product• Assign security• Migrate objects between

environments

• Steps to set up your Oracle

Analytics Cloud instance

• How to build Essbase Cloud

cubes from start to finish

• Maintaining dimensions and

loading data

• Creating calculations and

calculating data

• Assigning security

Admin End User Advanced

Smart View

Admin/End Users

Cloud

OAC Planning Narrative Reporting

Best Selling Oracle BI & EPM Books

Upcoming Webcasts

3-6

3-13

10-2

10-9

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10-23

10-30

WHAT IS ORACLE ENTERPRISE DATA

MANAGEMENT?

WHAT IS ORACLE NARRATIVE REPORTING?

TBD: ANALYTICS & REPORTING

TBD: ANALYTICS & REPORTING

TBD: ANALYTICS & REPORTING

Thank you!