Integrate with Oracle Enterprise Performance Management Platform Business Processes

Oracle Analytics Cloud integrates with Oracle Enterprise Performance Management (Oracle EPM) platform business processes, for example Oracle Planning and Budgeting Cloud Service.

There're two ways to integrate with Oracle EPM Platform:

  • Self-service - Business users create visualization projects using data from cubes or plan types. For example, you can visualize data from Planning and Budgeting Cloud, Hyperion Planning, and Essbase Cubes. Self-service connection requires no special modelling or adminstration privileges. Business users simply create a connection using the Oracle EPM connection type, and create a visualization project.

  • Advanced data modeling - Business analysts model Oracle EPM data first, then publish the data model for use by business users. For example, administrators or data modellers might create advanced calculations for an organization to use. Advanced data modeling requires adminstration privileges, and also requires Enterprise Edition.

Build Dashboards and Analyzes with Data from Oracle EPM Platform

Oracle Analytics Cloud Enterprise Edition integrates with Oracle Enterprise Performance Planning platform (Oracle EPM). You can build dashboards and analyses from Oracle EPM Cloud.

Overview to Integration with Planning, Close and Tax Reporting on Oracle EPM Platform

Oracle EPM Cloud business processes are used by companies to analyze data for planning, forecasting, and budgeting.

Report builders can analyze and build dashboards of data from Oracle EPM Cloud. Before they start, if you're creating a data model, you import the required application metadata from on-premises and cloud data sources, which enables your report builders to create dashboards and analyses.

  • Oracle Analytics Cloud supports Planning, Financial Consolidation and Close, and Tax Reporting.

    If you have Oracle Enterprise Performance Management (EPM) Cloud Version 19.08 and higher, you can also take advantage of the advanced modelling capabilities provided in Oracle Planning and Budgeting Cloud Service by the Analytic Data Modelling (ADM) driver that's preinstalled with Oracle Analytics Cloud. The driver supports:

    • Generation of number columns that support filtering.
    • Leaf indicator columns.
    • Separate columns per generation for member names and aliases (requires EPM 20.04).
    • Attribute dimensions.
    • Enhanced performance features.
  • You can review the Service Description documents to understand licensing requirements for using this feature. See Service Description Documents.

  • When you import data from Hyperion Planning data sources, both measures and dimensions are imported into your data model.

Prerequisites for Integration with Oracle EPM Platform

Before you start, make sure you have the required components in place and deployed correctly.

  • Oracle Analytics Cloud - Enterprise Edition.

  • A Windows 64–bit machine on which to run Oracle Analytics Developer Client Tool.

  • Oracle Analytics Developer Client Tool for Oracle Analytics Cloud Version 5.6.

    Download it from Oracle Technology Network and install it on a local Windows 64–bit machine. See Download and Install Analytics Client Tools for Oracle Analytics.

  • A Javahost process running on the client. (Start a process using the command: C:\oracle\oac-client-5.6\bi\bifoundation\javahost\bin\startOnClient.bat.)
  • If you're deploying Oracle Analytics Cloud, (that is, on Oracle Cloud Infrastructure with Oracle-Managed), configure these options:

    • Set the JAVA_HOME system environment variable to point to your JDK installation.

      For example, C:\Program Files\Java\jdk1.8.0_162.

    • set INSTANCE_NAME=%DOMAIN_HOME%

    • Edit the file <BIClient_Home>\bi\bitools\bin\admintool.cmd, and below the ESSBASEPATH setting add:set INSTANCE_NAME=%DOMAIN_HOME%
    • Run <BIClient_Home>\bi\bifoundation\javahost\bin\startOnClient.bat to start Javahost.

      If you need to restart the client, run stopOnClient.bat, then rerun startOnClient.bat.

  • If you're deploying Oracle Analytics Cloud- Classic, (that is, Oracle Cloud Infrastructure Classic), configure these options:

    • Configure <BIClient_Home>\bi\bitools\bin\admintool.cmd with the instance name:

      INSTANCE_NAME=%DOMAIN_HOME%
    • Configure Oracle Analytics Cloud host and port information in <BIClient_Home>\bi\config\fmwconfig\biconfig\OBIS\NQSConfig.INI:

      [JAVAHOST] JAVAHOST_HOSTNAME_OR_IP_ADDRESSES = "host:9506";

Build and Upload a Data Model from Cloud EPM Platform

Build a data model on Cloud EPM Platform, then upload it to Oracle Analytics Cloud Enterprise Edition.

  1. In your local environment, start Oracle Analytics Developer Client Tool, and create a repository.

  2. Import the Planning and Budgeting metadata:

    1. From the File menu, select Import Metadata to start the import wizard.

    2. In the Select Data Source page, select Hyperion ADM from the Connection Type list.

    3. In the Select Metadata Objects page, enter connection details.

      Option Description
      Connection Type Select Hyperion ADM.

      Provider Type

      Select Hyperion Planning.

      URL

      Specify the connection URL as:

      adm:thin:com.hyperion.ap.hsp.HspAdmDriver:<Server>%3A<Port>:<Application>

      Note: Specify the URL-encoded value %3A instead of a colon (:) to separate the host and port number.

      For example:

      adm:thin:com.hyperion.ap.hsp.HspAdmDriver:machine12345.oraclecloud.com%3A10001:Vision;locale=en_US;tenantName=mytenant12345;hubProtocol=https;

      User Name and Password

      Specify the name and password of a user with administration privileges.

      When the import is complete, review the metadata in the Physical Layer.


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    4. Make sure that you've selected the ANCESTOR_DIM_PROPERTY_SUPPORTED database feature.
  3. Complete your data model:

    1. Cut and paste tables in the Physical layer to the Business Model and Mapping layer and to the Presentation layer.


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    2. Verify the data model and save it as an .rpd file.

  4. In the Physical layer, edit the Connection Pool for this data source, specify a URL using the URL that you used on the Select Metadata Objects page in step 1, and select Shared logon.


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  5. Save the repository, and ignore the warning that the database features don't match the defaults.
  6. Upload the data model to Oracle Analytics Cloud. From the File menu, click Cloud, then click Upload, and enter connection information for your Oracle Analytics Cloud instance.

Users can analyze data and build dashboards using the new data model.