TopDown Blog

Category: Planning & Forecasting

Let’s Talk About Driver-Based Planning

By on February 22nd, 2018

The “Classic” budget process, on average it takes 4-5 months to complete. Using a driver-based approach allows companies to adjust numbers more quickly when conditions change, react to current events and twist a few dials in the plan to see the impact. So let’s talk about what is keeping companies from adopting a driver-based approach.

Elevating Your Workforce Planning Solution to the Cloud

By on May 1st, 2017

Thinking about elevating your organization’s Workforce Planning Solution (WFP)? Want to see a detailed demo of the capabilities of the latest version Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) SWP (Strategic Workforce Planning) and Workforce planning modules? Seasoned WFP architects and KSCOPE speaker Juan Porter highlights the details of their Kscope17 session in this blog post.

Transforming Planning at Suez with Hybrid Aggregation

By on February 6th, 2017

Suez administrators had to carefully plan when to execute aggregations to avoid taking the application off line and disrupting users. Back up and other administrative tasks were also very time consuming. To solve this problem, Suez collaborated with TopDown to optimize the aggregation process through a Hybrid aggregation approach.

Allocations Always Equal 100

By on December 7th, 2016

Discover a simple trick that you can use in Hyperion Planning and Essbase to ensure you never have to worry about over or under allocating your expenses when entering a value that doesn’t equal 100%.

Creating the Sample Vision Planning Application with Oracle EPM Versions

By on February 17th, 2016

This blog post documents the process of creating and initializing the sample Vision Planning application with Oracle EPM v11. and v11.1.2.4. Note that this process has changed beginning with the installation of the patch release as compared to the steps previously performed with the base version.

Sarbanes-Oxley Compliant Planning Security

By on February 2nd, 2016

Section 404 of the Sarbanes-Oxley Act (SOX) requires public companies to maintain a system of internal controls to ensure that financial reports will be reliable. For many companies these regulations do not apply to their Planning system. These companies load Actual data from their general ledger (GL) system to Essbase to enable them to conveniently pair it with Forecast or Plan data for internal reports. The GL system, in this example, remains the system of record subject to SOX regulations. Other firms elect to generate their public financial reports with their Planning system, shifting regulatory controls from the GL system to the Planning system. This post describes one way to set up Planning security to minimize audit risk.

Store or Products, What’s Your Bottom Line?

By on January 12th, 2016

In this day in age it it’s always about the bottom line. Am I right? Everyone wants to know the how profitability of their products or stores, but specifically they want to make sure that the profitability is fully burdened. A fully burdened P&L by product or store will allow an organization with decision making by analyzing pricing, promotions, discontinuation, process changes, or expense control. In an ideal world fully burdening or allocating expenses to a product or store would not be necessary, but since we’re not in a utopia we have to ask why do we have to allocate in the first place and the different methods of allocating.

Essbase XWRITE From Dynamic Calc Parents

By on November 30th, 2015

With an XWRITE script, the calc is executed on the source database, and transfers data to the target. In this scenario, I needed to transfer data from Dynamic Calc Parents in both the Account and Period dimensions, to Level0 stored members in the target.

Workforce Planning—Making the Out-of-the-Box Solution Work

By on October 1st, 2015

Join Juan Porter, Chief Solutions Architect & Founder, and Paul Hoch, Principal Architect, on Friday, October 9 at 1p.m. EST, and in one hour you will have a clearer understanding on how to work within the Workforce Planning framework to enhance the application so that you can have a better end result and a better out-of-the-box experience with Workforce Planning.

To Allocate or Not to Allocate in Planning – That is the Question?

By on September 8th, 2015

When it comes to allocating data, most users tend to use HCPM, which begs the question: Is this always the right tool for the job? The short answer is no. Although we have been told that allocations can be handled in HPCM, there are most certainly situations when Planning and Essbase can provide the upper hand when creating an allocation engine. So how do you know when Planning and Essbase are the right tools for the job?

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