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HPCM: Tips, Techniques, and Optimizing Applications
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Transcript of HPCM: Tips, Techniques, and Optimizing Applications
Tips, Techniques & Optimizing HPCM
ApplicationsAlex Cohen
Impetus Consulting Group
11/20/2015 2
TIPS, TECHNIQUES AND OPTIMIZING
HPCM APPLICATIONS
Alex Cohen
Founding Partner
Impetus Consulting Group
@alex_cohen13
11/20/2015 3
AL E X COHE N: F OUNDING PART NE R
Background:
� Over seventeen years of consulting experience in the area of strategic cost management, performance management and business intelligence
� Specializes in Driver Based Modeling with extensive implementation expertise in:� Activity-Based Cost/Management (ABC/M)
� Shared Service Chargeback, Cost-to-Serve� Profitability Analytics� Driver Based Planning� Performance Measurement
� Proven project leader of complex integrated solutions
� Combines technical and functional expertise to design and deliver the right solution for clients
� Regarded as a one of the premier subject matter experts for Hyperion Profitability & Cost Management (HPCM)
� Publishes a blog on advanced planning, profitability and costing principles: alextheallocator.blogspot.com
Industries Experience:
� Data Management� Distribution� Financial Services� High Technology� Media� Medical Technology� Insurance� Pharmaceutical� Retail� Social & Online Media
Technical Skills:
� Hyperion Planning (Certified) & Essbase (Certified)
� Hyperion Profitability & Cost Management (HPCM)
� SAP Profitability and Cost Management (PCM) & Metify
� CRG FlexABM
� Anaplan Solution Architect (Certified)
11/20/2015 4
• Your Performance is our Focus
• We combine leading Enterprise Performance Management tools and
proven methodologies to deliver sustainable value to our clients
• The Impetus team has a proven track record of implementing complex
integrated solutions for Planning, Costing and Profitability
• Impetus consultants combine technical and functional expertise to
design and deliver the right solution for each of our clients
• Impetus partners with leading EPM software providers ensure the right
fit for each clients
IMPETUS CONSULTING GROUP: WHO WE ARE
11/20/2015 5
• Cube Optimization
• One vs. Multiple Models
• So Many Assignments, So Little Time
• Reciprocal Allocation
• The Right Tool For The Job
AGENDA
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• Forget what you know about optimizing Essbase and Planning cubes
- Starting Point for optimization: Set the largest target dimension to Dense, all
other dimensions Sparse
- Default: Measures/Allocation Type are Dense is not recommended
- Large blocks tend to perform better than small blocks
• Flatter hierarchies are preferred
- Reduces the size of the database & risk of exceeding Essbase BSO limits
for # of blocks and # of cells
CUBE OPTIMIZATION
11/20/2015 7
• Challenge: Forcing multiple allocation methodologies into a one size
fits all model
- ……without confusing users with excess dimensionality
• Consideration: Multiple models does not mean more maintenance or
extra calculation time and can actually improve both
• Solution: Create a smaller/simpler model for each methodology
- Less confusing dimensionality
- Execute multiple models concurrently and separately
- Opportunity for decreasing calculation time
- Greater flexibility
ONE COMPLEX MODEL VS MULTIPLE SIMPLE MODELS
11/20/2015 8
ONE COMPLEX MODEL VS MULTIPLE SIMPLE MODELS
On Size Fits All
Stage 1 Stage 2 Stage 3 Stage 4
Account Activity Channel Sub-Channel
Cost Center Cost Center Cost Center Product
LOB
Revenue
Stage 1 Stage 2 Stage 3 Stage 4
Account LOB Channel Sub-Channel
Cost Center Cost Center Cost Center Product
Expense
Stage 1 Stage 2 Stage 3 Stage 4
Account Activity Channel Sub-Channel
Cost Center Product
One Size Fits AllOne Size Fits All
RevenueRevenue
ExpensesExpenses
11/20/2015 9
SO MANY ASSIGNMENTS, SO LITTLE TIME
alancingchangemindfully.com
11/20/2015 10
• Challenge: How to maintain assignment logic as new members are
added
• Consideration: The fewer Assignments and Assignment Rule
Selections, the faster the model will run
• Solution: Create automated process to create the Assignments and/or
Assignment Rule Selections via ODI, SQL Statements or other ETL
tools
- Leverages HPCM Staging tables
- Limits Assignments and Assignment Rule Selections to only those
intersections that have data
- Most commonly used for initial stages of model
• Highest likelihood of new members and/or intersections
SO MANY ASSIGNMENTS, SO LITTLE TIME
11/20/2015 11
SO MANY ASSIGNMENTS, SO LITTLE TIME
11/20/2015 12
SO MANY ASSIGNMENTS, SO LITTLE TIME
11/20/2015 13
SO MANY ASSIGNMENTS, SO LITTLE TIME
11/20/2015 14
• In Activity Based Models, most Cost Center / Account (Stage 1)
combinations use the same Assignment Rule to allocate to Activities
(Stage 2)
• Created over 700 Assignment Rules and built an ODI process to
concatenate members from source data file to identity Assignment
Rules
SO MANY ASSIGNMENTS, SO LITTLE TIME
HOW THIS HAS BEEN USED
11/20/2015 15
RECIPROCAL ALLOCATIONS
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11/20/2015 16
RECIPROCAL ALLOCATIONS
11/20/2015 17
RECIPROCAL ALLOCATIONS
11/20/2015 18
RECIPROCAL ALLOCATIONS
11/20/2015 19
• Resist the urge to put everything in HPCM
- Consider the best option for the user
• Review all requirements and user interactions
THE RIGHT TOOL FOR THE JOB?
www.saunderslog.com
11/20/2015 20
THE RIGHT TOOL FOR THE JOB?
STANDARD ARCHITECTURE
• Evaluate what tools you own and leverage them
- Staging – Data Warehouse / Marts
- Data entry & Review – Planning
- Driver preparation – Essbase (BSO) / Planning
- Shared Service
- Detailed Allocations
- Reporting – Essbase (ASO)
- ODI, DRM, EPMA – Data / Metadata Mgmt
www.davidslack.co.uk
11/20/2015 21
TIPS, TECHNIQUES AND OPTIMIZING
HPCM APPLICATIONS
What Questions Do
You Have?
11/20/2015 22
TIPS, TECHNIQUES AND OPTIMIZING
HPCM APPLICATIONS
Alex Cohen
Founding Partner
Impetus Consulting Group
: @alex_cohen13
Blog: alextheallocator.blogspot.com