Overview to Modelling Oracle EPM Data Using Model Administration Tool

Oracle Cloud Enterprise Performance Management (Oracle EPM) 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. Before they start, if you're creating a semantic 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 use the Analytic Data Modeling (ADM) driver that's preinstalled with Oracle Analytics Cloud to take advantage of the advanced modeling capabilities provided in Oracle Planning and Budgeting Cloud Service:

    • 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 semantic model.

Best Practices

Connectivity from Oracle Analytics Cloud to Oracle EPM is subject to concurrent query limits established by Oracle EPM. These limits are put in place to balance the needs of Oracle EPM application users and reporting applications that retrieve data from Oracle EPM.

Concurrency limits and other application workload on an Oracle EPM system affect the performance of Oracle Analytics Cloud applications that generate high concurrent query volume against Oracle EPM.

Reduce overall query volume by aligning with the Oracle EPM limits described in the following table:

Setting or Area Recommended Number
Number of semantic model connections (set by Max Connections) 10
Number of visualizations per each workbook canvas 4

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

  • Business users create visualization workbooks using data from cubes or plan types. For example, you can visualize data from Planning and Budgeting Cloud, Hyperion Planning, and Essbase Cubes. This type of connection requires no special modeling or administration privileges. Business users simply create a connection using the Oracle EPM connection type, and create a visualization workbook.

    See Create a Dataset from Oracle Enterprise Performance Management (Oracle EPM).

  • Business analysts model Oracle EPM data first, then publish the semantic model for use by business users.