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Copyright © 2019 OneCloud, Inc. All rights reserved. Webinar: Transforming data to be Oracle EPM ready with just a few clicks Quin Eddy

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Page 1: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Webinar:Transforming data to be Oracle EPM ready with just a few clicks

QuinEddy

Page 2: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Agenda

Real-life Example

How can OneCloud help?

Approaches to Transformation

Demo

Q&A

Page 3: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Typical Approaches

• Manual - Leverage formulas and input templates to map data the EPM Cloud Format

• Tools - FDMEE and/or Data Management

• Custom Code - Combination of languages - Jython, PowerShell, etc

Page 4: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

What is the EPM Cloud or Planning format?1. Proprietary format designed for Oracle EPM Cloud to import and export data.

2. Starts with a single “Sparse” dimension.

3. Contains a series of data columns that hold the “Dense” data.

4. Contains a unique nested “Point-of-View” column that embeds dimensional columns.

5. The source or target cube within EPM Cloud

Page 5: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

What is the most portable format?Answer: Standard tabular data (aka CSV or tab delimited)

3. Contains a series of data columns that hold the “Dense” data.

4. Contains a unique nested “Point-of-View” column that embeds dimensional columns.

5. The source or target cube within EPM Cloud

Page 6: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

A simple easy approach to convert tabular data to the EPM Cloud format is required

3. Contains a series of data columns that hold the “Dense” data.

4. Contains a unique nested “Point-of-View” column that embeds dimensional columns.

5. The source or target cube within EPM Cloud

Page 7: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

• 3 primary batch scripts to load data from SQL Server to PBCS

• ~270 lines of batch code per script

• 100+ log entries created per each run and more if errors occurred

• 2 hours of weekly care & feeding to maintain automation environment

Day in the Life of an EPM Cloud Customer...

Page 8: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Fast to implement, Easy to use & Save time on production support!

Resilient Integration

Reduce complexity

Secure, scalablable & automatable

Requirements

Page 9: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Better TogetherSome Solutions to consider

9

Build with alternate technologies

• On-premise job schedulers (CA Autosys, Control M, Automate)

• Improved custom-coded solution with alternatives such as Python, Java, PowerShell

Oracle Hyperion on-prem solution alternatives

• Integrate with FDMEE

OneCloud

• iPaas technology to integrate and automate on-prem and cloud applications

Page 10: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

OneCloud sounds like an option, but how does it support transformations?

3. Contains a series of data columns that hold the “Dense” data.

4. Contains a unique nested “Point-of-View” column that embeds dimensional columns.

5. The source or target cube within EPM Cloud

Page 11: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

OneCloud Transformations

• Prepare data prior to loading into a target

system

• Massage tabular data to get into the

required format

• Split data sets based upon content in a

record

• Setup rules-based filtering

• Combine data sets from multiple sources

What are they and how do they help me?

Page 12: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

OneCloud Transformations

• Find and Replace - Find and replace column values in the data.

• Column Filter - Filter the CSV columns with headers that match the specified pattern

• Filter Rows - Filter rows of the CSV by a regex or exact match of one or more columns in the row

• Copy Column - Copy column from CSV

• Insert Column - Insert a column into a CSV

• Join Columns - Join multiple columns of the CSV and optionally discard the used columns

• Map Headers - Takes a list of headers, and a list of headers to replace them with. Separate headers with commas

and order matters.

• Split Values - Takes the specified column and value delimiter, and splits the column into multiple columns

• Stack Files - Stack Files takes a list of comma separated CSV files, and stacks the values of each on top of each other

in the order they are specified.

• Add Row Numbers - Adds row numbers to the DSV in the first column

Powerful operations to manipulate a tabular data:

• EPM Cloud Format Conversion - Bi-directional conversion of tabular to EPM format (and vice-versa)

Page 13: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Does it work for all “flat files”

• Data stored in plain text using a character set such as ASCII,

various Unicode character sets (e.g. UTF-8), EBCDIC, or Shift

JIS

• Consists of records and one record per line

• With the records divided into fields separated by delimiters

(typically a single reserved character such as comma,

semicolon, or tab; sometimes the delimiter may include

optional spaces)

• Where every record has the same sequence of fields

• Typical “CSV” sources: flat files, relational data report

outputs

Data needs to be proper “CSV”. What is proper CSV?

Page 14: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

How are transformation built in OneCloud?

● Outputs from prior commands are available to all subsequent commands

● For transformations, OneCloud Commands provide file outputs that are used in subsequent transformations.

● Each command has a preview to see the results of the transformation.

Page 15: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

What are OneCloud “Outputs”?

● Outputs are artifacts from previous Commands

● Outputs can be:○ Strings (eg: formatted HTML)○ Integers (eg: record counts)○ Lists (eg: List of Files)○ Dates ○ JSON (web services data exchange)○ Map (pair:value)○ File

● Outputs appear as OneCloud variables

Page 16: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Transformation Demo

3. Contains a series of data columns that hold the “Dense” data.

4. Contains a unique nested “Point-of-View” column that embeds dimensional columns.

5. The source or target cube within EPM Cloud

Page 17: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Decision: OneCloud Recommendation of trusted advisor• interRel compared

implementation an on-going costs and OneCloud was a clear winner.

Fast to implement, Easy to use & Save time on production support!

Resilient Integration

Reduce complexity

Secure, scalablable & expandable

Requirements Met

Time to Market and ROI• OneCloud was fully

implemented, tested, and in production in 10 days

Functionality• Out-of-the-box integration with

Oracle PBCS and On-prem relational databases as well as many other technologies

Data Security• No data is stored in OneCloud• Data masking and encryption

Page 18: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Better Together

Use the webinar Q & A window to

submit your questions.

Page 19: Transforming data to be Oracle EPM ready with just a few clicks · 2019. 10. 9. · • Improved custom-coded solution with alternatives such as Python, Java, PowerShell Oracle Hyperion

Copyright © 2019 OneCloud, Inc. All rights reserved.

Better TogetherGetting Started

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Product Documentation: https://docs.onecloud.io

Demos: https://www.onecloud.io/video-blog/

Support: [email protected]

MORE RESOURCESFREE TRIAL

Visit: www.onecloud.io

Or: https://app.onecloud.io/new-user