HPCM: Develop Models (4 days)

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Learning objectivesLearn the concepts required to design and create HPCM applications, model structures, create drivers and assignments to allocate source to destination intersections, deploy applications to the HPCM Server and analyse and report on data.

Course descriptionThe course focuses on the design, build, system administration and deployment of HPCM applications. Discover the tasks involved in preparing the structure and dimensionality of the application and the strategies for deployment using EPMA, SQL databases, Oracle Essbase and Life Cycle Management (LCM). Learn about the drivers and assignments required to model data, how to execute the model and make amendments through SQL tables. This course also covers the analysis of data through Smart View.

Audience: Financial and Technical System Administrators, Financial Modelers and Financial Power UsersPre-requisites: Attendees need an understanding of Essbase databases, including an appreciation of the difference between Block and Aggregate Storage models. As an alternative, students should have undertaken the Oracle Essbase Bootcamp Course.Delivery Method: Classroom (Group-Live)Advanced Preparation: NoneRecommended CPE Credits: 28 Credits - Specialized Knowledge and ApplicationsProgramme Level: Intermediate

Day summary

Day 1: HPCM Overview, EPMA Overview, reviewing the model. Day 2: Dimension creation, application deployment and model building.

Day 3: Model maintenance, data input and model execution.

Day 4: Model validation, Reporting, Security and Lifecycle Management.

Detailed agenda

HPCM Overview • Stages• POV• Drivers and Driver Assignments• Database Management• Model execution• Reviewing the data and model validation Supporting Essbase Databases• ASO vs. BSO• The Calculation Database (BSO)• The Reporting Database (ASO)

EPMA Overview• The Dimension Library• EPMA Background information• EPMA Profitability properties• The Application Library• Varying attributes

Application Creation• POV, Business and Attribute Dimensions• The Measure Dimension• The AllocationType Dimension• Writing Smart View Functions• Deploying the application

Model Build• Defining the Point of View• Agreeing the Stages, Dimensions and Drivers• Creating Stages• Intra-Stage Assignments• Defining Drivers• Assignment Rule Definition• Assignments• Importing Dimensions and Driver Information via SQL Tables• Entering Driver Data• Entering Stage Data

Model Execution• Managing and Generating Calculations• Executing the Model

keyteach.com | +44 (0) 161 408 7722 | request@keyteach.org

Detailed agenda continued

Model Validation• Stage Balancing• Trace Allocations• Driver Data Report

Reporting• Smart View with HPCM• The Smart View Panel• Smart View Ad Hoc Analysis• Smart View Options• Smart View POV Manager• Smart View Functions• Financial Reports

Security• Security Overview• HPCM Security Roles• Security Provisioning Application Portability• Lifecycle Management• Extracting the EPMA components• Extracting the Application components• Importing applications from LCM extracts• Deploying the imported application