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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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Note the option in the above screenshot to “auto-create local dimensions”. These interface tables are used for importing the pre-defined common dimension types that are available across EPMA. Up until System 9, you would create Planning applications using the Planning administration tool, which allows you to define the application in metadata before deploying oracoe to a suitable Essbase server.

This should give you an idea of how EPMA works.

Using EPMA for Managing Hyperion Planning Applications

Having said that, its features and also the concept of common metadata management are really good and of course with more usage i am starting to like this more and more.

Just remember the fact that EPMA was never designed to do individual application Essbase, Planning etc level administration. Doing a data load in this way is pretty straightforward though, you can iracle example select the dimension in Essbase Administration Services, right-click on it and select Load Data, then point it towards the file orracle your data.

Using MaxL Scripts through an unix shell or batch script 7.

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.

Then edit this ASO application and create the dimensions and the corresponding members as shown below. Well I was discussing it with Venkat as I went through the process, and it was interesting to see how restrictive using EPMA can become once you start using it.

This entry was posted on May 27, at 5: Starting off with the data load though, you’ve got a couple of options on how to get the initial data in.


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 epm uses it to construct the applications that you want to create.

Infosys-Oracle Blog:Hyperion EPMA Way

For example, if you look at the different possible ways of loading data into Essbase, the list of options available is sometimes absolutely daunting to an extent flexibility as well especially for users who are new to the product stack. What should you look at when you decide to leave the ground and fly with cloud? Ensure that you convert Essbase from local authentication to External authentication. Planning in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions:.

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.

So after running through the upgrade myself on one of my classic applications, I thought I’d run through the process of creating a new one from scratch, just using EPMA. Oracle Data Integrator In the screenshot below, I’m adding a child member to the Accounts dimension:. When i started using this a couple of months back, my initial impressions were far from impressive.

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.

For me though, I created my application using the standard dimensions and in shared mode, choosing to create period and year ones at the same time. This step is needed only if you have pre-defined members defined in the interface tables.

EPMA is meant for managing the metadata like dimensions, hierarchies, data loads across product sets etc. Roacle in its standard form, there are variations for workforce and capital expenditure planning ships with six standard dimensions: For HFM, metadata can be managed in dimension library as compared to classic where metadata has to be exported using HFM client and then imported again after making changes.


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 spma dimension definition. Make changes in shared library and it reflects in all target application.

Once the application is loaded, you start by defining a new External File Definition or a Data Interface Table Definition, if you are bringing data in from interface tables. Apart from its capabilities, one strange aspect to this product is the fact that it depends on IIS to web enable itself.

You are commenting using your Twitter account. Before you can start working with forms though, there’s one more task to do – to load the data i. So now I’ve got my basic dimensions including one for Accounts, to hold the measures that I’ll be planning against. To use EPMA for managing Essbase specific application outline members, ensure that you are using Essbase in external mode i. Probably the easiest way is to do an old-fashioned data load into the Essbase database. If the dimensions are small scenario, for exampleyou can define them directly within EPMA in a similar manner to Essbase Administration Services.

Using EPMA for Managing Hyperion Planning Applications

Select the properties for the columns. That is done by externalizing the users from Essbase Administration Services. So there you go. 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”.

Planning as I said stores its planning data in Essbase, additional supporting metadata in relational tables, and can take data from oraclf, data warehouses and master data management tools, or from files and other structured data sources. You can leave a responseor trackback from your own site.