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Kscope14 Download: Planning with ASO - An Implementation Roadmap


Missed Kscope14? We’ve got you covered. Exclusive content from the content now available. Held annually for Oracle developers and architects, ODTUG Kaleidoscope offers the finest in-depth technical sessions and hands-on training around Hyperion applications and infrastructure, Essbase, Oracle Business Intelligence (OBIEE) and BPM.

>> Kscope14 Presentation Download: Planning with ASO - An Implementation Roadmap <<

Hyperion Planning now offers support for ASO databases, but are you ready to implement this exciting new feature? Are you aware of the limitations? Do you have tested workarounds? Can you effectively set the expectations of your end-users? This session will provide an implementation roadmap that will highlight:

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  • Implementation steps and best practices.
  • A review of Planning’s ASO limitations, including but not limited to:
    • Planning does not support running business rules against an ASO Plan Type.
    • Planning does not support member formulas in an ASO Plan Type.
    • Planning does not support dynamic time series in an ASO Plan Type.
    • Planning does not support the creation of Essbase security filters against an ASO Plan Type.
    • Planning does not support Approvals in an ASO Plan Type if an approval dimension is missing.
    • Planning does not support ASO Plan Types in EPMA apps. “Limitation” or “Feature” . . . you decide.
    • ASO Plan Type licensing requirements.
  • Creative workarounds for these limitations.
    • How to simulate running a business rule against an ASO Plan Type.
    • How to load member formulas to an ASO Plan Type.
    • How to “roll your own” dynamic time series in an ASO Plan Type.
    • How to “roll your own” Essbase security filters AND keep them in sync with Hyperion Planning security.
    • How to accommodate Approvals with an ASO Plan Type.
    • There are no creative workarounds for the licensing requirements . . . unless you’re a thief.
  • How to correctly set end-user expectations with regard to these new features.
    • Getting “creative” is rarely cheap, fast or easy.

This presentation will present a solid understanding of Planning’s new ASO features and limitations, as well as a host of best practices. Attendees will receive documented code samples and a full LCM export of the demo application.

Jake Turrell is a senior solution architect and project manager with over eighteen years of experience specializing in the implementation of Hyperion Planning, Essbase, and related technologies. Jake's technology career began in the early 90s as a financial systems intern at Dell in Austin, Texas, administering IMRS Micro Control (the DOS-based predecessor to Hyperion Enterprise). After working at Dell, Jake joined Ernst & Young's Management Consulting practice, where he worked with a variety of technologies before returning to the Hyperion world and joining a boutique Hyperion partner consulting firm in Dallas, Texas.

Jake has spent the last fifteen years implementing Essbase and Hyperion Planning solutions for a variety of clients, ranging from large, international financial institutions to mid-market biotech firms. Certified in both Hyperion Planning and Essbase, Jake holds a BBA from the University of Texas at Austin. For 2010, Jake was awarded the ODTUG Kaleidoscope Best First Time Speaker Award for his presentation, "Introduction to Custom JavaScript within Hyperion Planning."

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