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Hyperion PlanningMaking Use of the Repository
Brian MarshallHyperion Solution ArchitectUS-Analytics
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Agenda
§ Introduction
§ Why do we need this?
§ What does it do?
§ Demo - Queries
§ Technical Review and Support
§ Q&A
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Introduction
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About Brian Marshall
§ 10+ Years IT and EPM/BI Experience
§ Began career as a software and database developer at a small software firm.
§ Developed specialization in Microsoft BI offerings.
§ Focused on Oracle EPM, primarily Hyperion Essbaseand Planning, with some HFM.
§ Presented at last year’s Kaleidoscope conference.
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About
§ Focused on Enterprise Performance Management (EPM), Business Intelligence (BI), Data Warehousing, and Analytical applications
§ Texas-based for over 11 years§ 50+ Professionals§ Oracle Platinum Partner
§ Oracle Database / Data Warehousing / BI / EPM / Hyperion § Oracle’s highest certification level
§ Corporate culture based on 100% commitment to customer success§ Led by veteran industry pioneer management team§ Seasoned, Professional, former Oracle / Siebel / Hyperion consultants with
market leading OBIEE, BI Applications, Hyperion Applications, and Essbase(BSO & ASO) knowledge and experience
§ Internal Infrastructure practice: § Hundreds of installations / migrations § All Hyperion veterans with over 10 years of experience§ Strong Project leadership & proactive Account management§ Full Service Solution provider with extensive post-implementation support
capabilities and offerings
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About the Demo
§ EPMA Planning App for a fictional Bike Shop
§ Built on Hyperion Planning 11.1.2.1
§ Internet Sales to Six Different Countries
§ Over 600 Products
§ Over 18,000 Customers
§ . . . all running on a laptop.
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Why do we need this?
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Application Management
§ Meta-Data Extraction
§ Migrations
§ Meta-Data Cleansing
§ Administrative Reporting
§ Down-Stream Interfaces
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What does it do?
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Application Customization
§ Pre-built queries.
§ SQL-Server based (can be converted with limited effort).
§ NOT SUPPORTED BY ORACLE!
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What’s complete and included?
§ Meta-data queries.
§ Forms and security queries.
§ Tasks lists queries.
§ Supporting detail queries.
§ Installation instructions.
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What’s not included?
§ Oracle-based queries (yet…).
§ SUPPORT!
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Technical Review and Support
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Technical Review
§ Hyperion Planning Repository primer:
§ HSP_OBJECT
§ HSP_OBJECT_TYPE
§ HSP_DIMENSION
§ HSP_MEMBER
§ HSP_ACCESS_CONTROL
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HSP_OBJECT
§ All roads lead to the HSP_OBJECT table.
§ Contains virtually all objects ever created in Planning.
§ Links to other tables for dimensions, members, forms, users, access control, and anything else you can think of.
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HSP_OBJECT_TYPE
§ Contains very basic information regarding what type each object is (Dimension, Form, etc…).
§ So why is this table important?
§ It doesn’t contain all of the possible types!
§ Tasks Lists (24)
§ Planning Unit Hierarchies (39)
§ Planning Unit Selections (51)
§ Several others…
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HSP_DIMENSION
§ Contains dimension specific information.
§ Density
§ Security
§ What plan types are used (bitmask!)
§ Dimension Type
§ Links to HSP_OBJECT.
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HSP_MEMBER
§ Contains member specific information.
§ Data Storage
§ Two-Pass options
§ Consolidation Operator (by plan type)
§ Does it have a member formula (but not the formula!)
§ Data Type
§ Requires other tables to be useful (attributes, formulas, UDA’s, etc…).
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HSP_ACCESS_CONTROL
§ Contains all security information.
§ Object being secured.
§ Level of access
§ Type of access (or lack there-of)
§ Makes heavy use of the HSP_OBJECT table.
§ Does not really use the HSP_USER table.
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Demo - Queries!
See the addendum in your handout.
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Installation Process
§ Basic queries included right now
§ If you can access the Planning repository, you can use these queries
§ SQL Server Only (Currently)
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Disclaimer
§ Not supported by Oracle.
§ Queries may not be completely optimized.
§ Use this at your own risk!
§ SQL Server Only (Currently)
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Q&A
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Hyperion PlanningMaking Use of the Repository
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Brian MarshallHyperion Solution ArchitectUS-Analytics