Getting the Most out of EPM: Maximizing your Reporting – Migrating Add-In VBA to Smart View VBA

www.finitsolutions.com
Getting the Most out of EPM:
Maximize your Reporting - Migrating Add-In
VBA to Smart View VBA
August 23, 2013
Sarah Zumbrum
szumbrum@finitsolutions.com

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Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation
 Financial Management (HFM)
 Hyperion Enterprise
 Financial Close Management (FCM)
 Disclosure Management
 Account Reconciliation Module (ARM)
Integration
 Financial Data Quality Management (FDM)
 Oracle Data Integrator (ODI)
 Enterprise Performance Management
Architect (EPMA)
 Data Relationship Management (DRM)
 Other (ERPi, EIS, etc.)
Planning and Business Intelligence
 Planning
 Core Planning
 Modules (Workforce, CapEx,
Project Financial Planning)
 Essbase (ASO / BSO)
Reporting Tools
 Financial Reporting
 Smart View / Essbase Excel Add-In
 OBIEE
 Financial Management Analytics
(OFMA)
 Web Analysis

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Finit Services
Finit’s consulting services cover a broad range of implementation
and post implementation options.
Finit Solutions: Implementation Services
– Full cycle implementations
– Discovery and Requirements
– Global Design
– Detailed Design and Build
– Testing and Training
– Deploy
– Infrastructure Services
– Data Services (historical data, GL data
integration)
– Project / Program Management
– Product Upgrades
– Redesign / Enhancements

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Finit Answers
Finit Answers provides the proper support offering for your Business
 Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a
company since our inception (July 2002) - staffed by our Hyperion Subject Matter Experts.
 Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees
can be applied to a future project to replace Hyperion Enterprise with Finit Solutions.
 Allow Finit Answers to be your personal Hyperion Insurance Policy
 Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels
of support that we can customize to meet your needs:
1. Time And Materials Support: You only pay for the time you use (no monthly fees)
2. Dedicated Critical Support: Technical Application Support with a guaranteed 2-hour response time
3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations,
custom reports, etc.
4. Managed Services: Application Administrator Assistance (Primary or Secondary)
 http://www.finitsolutions.com/Support_Finit_Answers.html
 CONTACT Greg Barrett (gbarrett@finitsolutions.com) for more information
Finit Solutions Official Support Offering:
Answers & Support with Efficient, Responsive Service

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We strongly believe that Service + Solutions = Maximum Value
Service
 Compensation model based upon client satisfaction with consultant’s work,
not utilization / chargeability.
 No external owners and Finit partners are involved in every full-cycle
implementation.
 Employees, not contractors.
Solutions
 Finit consultants are Hyperion product experts who enjoy designing, building
and deploying great solutions, applications and processes.
 Finit works closely with Oracle Hyperion development on product strategy
and beta testing.
Finit’s Focus

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Finit’s Values

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Our client service approach has led to 100%
customer satisfaction for every Finit client (185
and counting) for every Oracle Hyperion project
(over 325 and counting).
Finit’s Client Service

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•
Some Finit Clients

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About the Presenter
Sarah Zumbrum (szumbrum@finitsolutions.com)
• 8 years Hyperion Experience, 10+ years BI
• Specialize in Planning & Essbase
• Secretary of ODTUG’s Hyperion SIG Board
• 2013 ODTUG Leadership Program Graduate
• Speaker at ODTUG Kscope (2011), OAUG
Connection Point (2011-2013) and East Coast
Oracle Users Conference (2013)
• Hyperion Content Reviewer for RMOUG
Training Days (2013) and ODTUG Kscope (2014)
• Avid marathoner – anywhere, anytime
– Except if it’s cold or raining. Then no.

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 What is Smart View?
 Learning Smart View is Like Going to Basic Training
 Learning How to March
 You cannot operate as you always have
 Learning How to Respond to the DI’s
 You will make mistakes
 …But you will figure things out
 Learning How to Clean
 Make things efficient again
 Learning How to Perform
 Everything in unison
 Q&A
Agenda

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• Had years of experience with Add-In VBA with multiple clients
• Smart View VBA was a client requirement!
• Trial and error. Many times over.
• Many late nights working out the bugs and nuanaces
• …Actually likened learning the Smart View process to Air Force
basic training to my VP
How Did I Get Started?

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• Oracle’s strategic replacement for the Essbase Add-In
• Still allows you to perform ad-hoc analysis
• Connects to Planning, Essbase, HFM and OBIEE
• Able to download Planning & HFM forms to Excel for data entry &
retrieval for standard report retrieval
• Key Capabilities
– Integrates into Microsoft Excel, Word, Outlook and PowerPoint
– Able to import Hyperion Financial Reports to Excel
– Able to retrieve (refresh) data for multiple worksheets in one click
– Supports new report formats, including butterfly reports
– Ability to perform multiple retrieves on one worksheets
What is Smart View?

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• Lesson #1: Learning to navigate Smart View for the first time is like
learning to march when you have walked your whole life. It is a
change.
• Similar to the Add-In with some exceptions:
– You have a page POV that follows you on each connected page
• Pro: It makes changing between members in a dimension very easy!
• Con: It doesn’t go away. You can now toggle between the classic Add-In look or
the Smart View POV look.
Learning How to March

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• The VBA Logic
– Consider the connection logic to Essbase with the Add-In
• …well…Connect
– If you have used SV before, consider your full connection logic…
• Verify a connection to the APS exists
• If not, create the connection
• Verify your cube connection exists
• If not, create the connection
• Connect to the database
– And if you are not successful on your first try, do not give up…even when you hear R.
Lee Ermey in the background screaming, “Wrong, maggot!!”
• …Where is my glass of vino?

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• The VBA Example
– Previously, the code was:
– The following is an example from a Login command button used previously

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Smart View Connect VBA

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• It is necessary to become familiar with the new forms of response
from Smart View
• You will get errors in Smart View that will take time research and
correct. Be patient! You will do fine!
• Here’s how to prevent some confusing errors:
– Activate worksheets in your code instead of selecting them
How to Respond to the DI’s

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– Make sure there are no cell values to the left of the data grid.
This will confuse poor Smart View.

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– Whenever you do a data refresh, always check to make sure
your worksheet(s) is still connected in your code
• Seems tedious, but it is smart to include!

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– Update your registry values to include the following to prevent
timeout errors
• ReceiveTimeout DWORD 00dbba00
• KeepAliveTimeout DWORD 00180000
• ServerInfoTimeout DWORD 00180000
– Put it into your Workbook_Open sub so no one has to add it
themselves…saves work for you!

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– Historically, I have had issues with the code to Refresh data.
Not always, but sometimes I have.
– If this happens, use the command bar VBA to help
– Retrieve code

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• You may need to learn new ways to present your code and report
• The best thing you can do before you start with coding the VBA is
to clean up your worksheets or decide to use hidden, retrieval-only
worksheets
– If a retrieval uses common dimension members (ie: Scenario,
Year, etc), put it in the POV
– Learn how SV aligns the members in cells in ad-hoc mode and
mimic it. It will save you time and frustration!
How to Clean

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• In the military, we were drilled with the previous steps in order to
perform as a team. Learning Smart View is no different.
• Remember the steps to performing:
– Forming – Wrapping your head around a new concept
– Storming – Getting frustrated with your lack of expertise
– Norming – Starting to learn the new rules of the land
– Performing – Executing like a pro
How to Perform

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• Before you start, consider the following:
– What new Smart View features can you utilize?
– Make sure all of your Add-In calls have a comparable call in
Smart View
– Is this still a report that should be done using VBA?
• Don’t waste your time!
– Simply doing a Find and Replace will not work
• Consider the login block of code
– Try to use the POV whenever possible
– Treat the migrating process like a new development process –
discipline is good!
How to Perform

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• Smart View VBA Conversion Tool if you get stuck
Helpful Utility

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• Smart View VBA Conversion Tool if you get stuck
Helpful Utility

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 What is Smart View?
 Learning Smart View is Like Going to Basic Training
 Learning How to March
 Learned the steps to move around Smart View VBA
 Learning How to Respond to the DI’s
 Learned common errors and how to avoid them
 Learning How to Clean
 Learned how to make your VBA report look presentable
 Learning How to Perform
 Learned how to make using Smart View routine
Conclusion

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Questions?
Email us for a
copy of the slides or
link to the recording.
Email Sarah if you would like
coding examples to ease and
direct your code migration.
Thank you for attending!
- > Sarah Zumbrum
szumbrum@finitsolutions.com
- > Insights@finitsolutions.com
- > General Questions
 Greg Barrett
(gbarrett@finitsolutions.com)
 Joe Mizerk
(jmizerk@finitsolutions.com)

Getting the Most out of EPM: Maximizing your Reporting – Migrating Add-In VBA to Smart View VBA

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