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At times a developer is asked to programmatically evaluate a date and based on that date utilize the correct dimensional member. For example, we have a data point with a value of 20170630 that represents a contract date that is an important component of a contract value calculation. In this example, a calculation result must land in the Period->Years intersection determined by the YYYYMMDD date provided in the data. How would the developer achieve this end in traditional Essbase?

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Since 2008, the U.S. economic position has somewhat stabilized. Many companies trimmed costs in the years following the financial crisis, but still seek solutions for producing organic growth. We are all either growing, stabilizing or merging. With that in mind, we can ask ourselves what can we build, develop or investigate today to help guide our EPM and IT strategies into 2020 and beyond.

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A quick look around the software industry today will show even the most casual observer of trends that things have changed, and changed quickly. Not so long ago most software projects were complex entities that required the involvement of both the business and IT resources. Many large implementations were driven by IT as most projects required large hardware and software investments. There was a requirement for significant IT investments, in both time and resources, to get the systems installed, tuned, and to keep them running and functioning. The move to Software-as-a-Service has allowed many departments to deploy software in a much quicker, and less IT driven process. So from a business perspective, the good news is that IT is gone, right? You no longer have a need to open tickets, wait on the server guy, or even worry about what the hardware is doing…or do you?

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Maintain Custom Account Structure Requirements in Planning via Oracle DRM Sourcing: The Oracle Data Relationship Management (DRM) product has always offered impressive flexibility when it comes to meeting the metadata requirements of subscribing target systems. This flexibility extends across numerous products and systems and is not limited to just the EPM stack. This core strength goes back to the origins of the product and has been key to its evolution from its inception with Razza, on to Hyperion MDM, and now within Oracle DRM.

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My blog post last week shared that successful Cloud EPM projects have a common thread, a 'plan' that spans activities before, during and after the project’s lifecycle. Today I’ll focus on the specifics that need to occur before kicking off a Cloud EPM project.

 

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In my previous blog post, I talked about the critical importance of the executive sponsor when implementing a Cloud EPM project. Over the next few posts, I’ll expand the focus of this discussion to cover best practices to leverage throughout not only the lifecycle of a Cloud EPM Implementation, but also the environmental factors that are important before, during and after the project. Implementing new technology can be full of pitfalls, both technical and organizational. This can especially be true for Oracle Cloud EPM projects. Oracle Cloud EPM projects will require the functional departments to give up some control to the IT group and perhaps need to integrate their processes with other departments. In the twenty-five plus years and dozens of implementations that I have been involved with I have identified many crucial success factors. Additionally, my colleagues at CheckPoint have collectively delivered well over a thousand projects. I will describe best practices for engaging all areas within a company to deliver a successful Oracle Cloud EPM project

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When you create a new Essbase application, one task that needs to be performed is creating substitution variables. This is usually done one at a time, selecting the application, selecting the database, entering the variable name and the corresponding value. This task gets really tedious when there are so many to add.

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We’ve seen remarkable change in the last two years. For example, 2015 was a record year for mergers and acquisitions. Altogether M&A volume hit an all-time high of over $5 trillion, surpassing 2007’s record of $4.6 trillion. 

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Not only is Calculation Manager required when upgrading to more recent versions of Planning, but it is also required when migrating to PBCS.  In recent conversations with users, I have heard that this is still a hot topic as many companies are still on older releases.  Depending on the version you are migrating from, the necessary steps will differ.  This blog article explains how to migrate from version 11.1.1.3 and forward by exporting and importing the business rules.

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Running a business of any size has many challenges and rewards. When we founded CheckPoint Consulting ten years ago, the market that we served and the general business landscape looked very different than it does today. As we were building the company we experienced the explosive growth of social media, the economic meltdown in 2008, the advent of big data, the ever-increasing demand for cloud-based solutions and many more factors that dramatically changed our service portfolio and also how we ran the company. While, as a growing consultancy, we experienced these challenges and opportunities in our own way, we reminded ourselves that our customers were also experiencing them. This awareness is at the core of our success – we understand that how we experience the market impacts the solutions we provide to our customers.

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