Handling Textual Data in Planning and Essbase—A Starbucks Case Study

Juan Porter

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June 20th, 2017


Handling text data in a Hyperion Planning application is relatively easy and straightforward. Planning metadata is stored in a relational database. This textual information is accessible via web forms, HFR, and Smart View out-of-the-box.  On the other hand, managing and reporting on text data is not quite as simple in the Essbase technology. Essbase handles dates and smart lists but can’t handle freeform text values. The situation is further complicated by the fact that your smart lists need to be synchronized between Planning and Essbase for the data transfer to be accurate. In this session, Rhonda Brigham, Starbucks, and I (Juan Porter, TopDown Consulting) will discuss how they used a creative approach to get text data in three different forms—smart lists, dates and freeform text data—to flow from Planning to Essbase. We will discuss the overall project goals, technologies, POCs, and the reason for choosing the solution they did, including design and results. They will then describe the solution in detail which included Smart Lists being managed in DRM; sent to Planning via the Outline Load Utility from a relational source, and sent to Essbase using a Jython ODI Procedure, and an Essbase Java API program.

Join me and Rhonda Brigham on Tuesday, June 27 at 8:30 a.m. for a case study on handling textual data in Essbase. Don’t forget that TopDown’s experts are presenting seven other sessions at Kscope17. We’re covering the gamut of topics:

Extreme Calc Manager – Ludovic De Paz and Ron Moore

Elevating Your Workforce Planning Solution to the Cloud – Nick Blazosky and Ludovic De Paz

Case Study: How Suez slashed cycle times and improved service levels with Hybrid Aggregation  – Ron Moore and Brian Brockway, Suez

DRG – Creating Workflows in DRMSteve Davis

Handling Textual Data in Planning and Essbase—A Starbucks Case Study – Juan Porter and Rhonda Brigham, Starbucks

Hybrid Cloud – A Solution for a Business ProblemPaul Hoch and Steve Davis

Agile/Scrum, a new way to manage your project development and deliveryR. Michael Smith

How to Get the Most Out of Essbase in the Cloud –  Paul Hoch and Ludovic De Paz


Juan Porter

About Juan Porter

Juan Porter, Chief Solutions Officer, founded TopDown Consulting in 2000. He has over 30 years combined customer, vendor, and consultant experience with Hyperion, which enables him to bring unmatched insight into the strategic impact of performance management solutions as well as in-depth understanding of the day-to-day realities of managing global applications while supporting users’ needs. Prior to founding TopDown, Juan managed all aspects of Hyperion applications, on a global basis, for ABB, Novell, and SGI. He is considered a visionary with an exceptional, proven ability to effectively address complex global business problems through EPM solutions. He has served as a member of the Oracle Hyperion Partner Advisory Council, was the chair of Hyperion’s national steering committee, and has led many Hyperion enhancement committees and user groups. Recognized as a thought leader, Juan presents regularly at various industry events, including Kscope, Budgeting and Finance Summits, and Oracle EPM/BI Days. He has also authored a number of articles and blogs for various industry publications.

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