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Showing posts with label Financial Reports. Show all posts
Showing posts with label Financial Reports. Show all posts

18 June 2015

KScope15 – the everything else EPM sessions I want to attend and live blogging

More to life than this

Hah!  For a moment you thought I was the Great and Good John Goodwin, didn’t you?  Well, a massively less intelligent manifestation of John.  Double Hah!  You’re wrong, it’s just yr. obt. svt., alas, but I couldn’t let the opportunity pass by.

What I mean to say is that there is more to life than Essbase and Planning as hard as that may be to believe but it’s true, I promise you.  And in that vein, here are the other EPM sessions at Kscope I hope to attend.  

Live blogging you to death

Or is that boring you to death?  You decide.  It may be a bit delayed as it is a bit of a busy week, but I’ll do my best to keep you informed with daily posts.  Of course those of you who will be at KScope will do your best to point out how wrong I undoubtedly am but that’s part of the fun.

And tweeting you to death.  In case you’re not a Twitter follower of me I’m on @CameronLackpour.  I’ll actually be doing as much if not more updating via Twitter as I can easily do it from my phone.

And with that digression, here are my hoped-for sessions by day for reporting and infrastructure/data.

EPM Reporting

Monday

Introduction to Enterprise Performance Reporting Cloud Service

Dave Roberts , Oracle Corporation
When: Jun 22, 2015, Session 2, 9:45 am - 10:45 am
Topic: EPM Reporting - Subtopic: Other EPM Reporting
Cloud, cloud, cloud, cloud, and did I mention cloud?  OPRCS isn’t exactly FR in the cloud, it’s more like a collaborative report writing and review tool.  I think of it more as a workflow based approach to understanding numbers.  Or perhaps I have it all completely wrong.  Attending this session should end that uncertainty.

Dynamic Hyperion Financial Reports

Celvin Kattookaran , Huron Consulting Group
When: Jun 22, 2015, Session 3, 11:30 am - 12:30 pm
Topic: EPM Reporting - Subtopic: Financial Reporting
Again my alas younger, quite likely smarter, and undoubtedly better looking brother from a completely different set of parents has interesting  content.  This time he has somehow tortured enhanced Financial Reports to actually be dynamic.  I’ll try not to think of the inflexible reports I’ve built in years past and after watching this, vow to never do it again.

Smart View Reporting on Essbase

Rudy Zucca , 123OLAP
When: Jun 22, 2015, HOT- EPM 2, 11:30 am - 12:30 pm
Topic: EPM Reporting - Subtopic: Other EPM Reporting
Rudy is another highly skilled instructor.  Many customers (and a few bitter ender consultants) haven’t made the switch to Smart View.  Time to do so.
EPM Foundations and Data Management

Smart View Power Tools: Break New Analytical Ground with Smart Query

Ron Moore , TopDown Consulting
When: Jun 22, 2015, Session 4, 2:00 pm - 3:00 pm
Topic: EPM Reporting - Subtopic: Smart View
I have seen Smart Query at a client exactly zero times although I have presented on it at conferences.  It’s actually a pretty cool piece of functionality that seems to have a poor adoption rate mostly because people don’t even know of its existence.  Ron is a talented presenter and instructor (in Ron’s previous life, I took an ASO class from him in his Wall Street office) and I’m sure he’ll make this a tool we’ll all want to use.

Tuesday

Smart View: Improving Upgrades/Migrations, Rollouts, and Reliability.

Charles Beyer , Huron Consulting Group
When: Jun 23, 2015, Session 7, 11:15 am - 12:15 pm
Topic: EPM Reporting - Subtopic: Smart View
I have not the slightest regret that deployments like this are not in my bailiwick.  Having completely ducked that one through the serial infrastructure incompetence that I am well known for, it probably would behoove me to at least hear how the seemingly impossible is made possible.

Power On!: How GE Lit Up Smart View and Brought Good Things to Life for Its Users

Gary Adashek , General Electric
When: Jun 23, 2015, Session 8, 2:00 pm - 3:00 pm
Topic: EPM Reporting - Subtopic: Smart View
Smart View.  Thousands of users. Improvements to Smart View.  Eeek.  I wonder how Gary did it; it ought to be interesting to see how.

Smart View with OBIEE

Matt Milella , Oracle Corporation
When: Jun 23, 2015, Session 9, 3:30 pm - 4:30 pm
Topic: EPM Reporting - Subtopic: Other EPM Reporting
Smart View, Smart View, Smart View; everything’s Smart View.  Matt, the former Smart View (How many times can I use the product name in a paragraph?  Count along with me.) product manager is now Mr. Business Intelligence.  Matt’s sessions are without fail always interesting and innovative.  I’m curious to see how Smart View interacts with OBIEE.  And for those of you not counting, that’s six.

Wednesday

Relaxed Reporting: Tips and Tricks on Building Dynamic Financial Reports
Joe Monteith , The Bean Consulting Group
When: Jun 24, 2015, Session 12, 9:45 am - 10:45 am
Topic: EPM Reporting - Subtopic: Financial Reporting
Another dynamic Financial Reports session.  How wrong have I been?  How long have I been wrong?  How does he do it?  I’ll be there to find out.

Become Jythonic: Delivering Jython Best Practices for FDMEE Scripts

Francisco Amores , Infratects
When: Jun 24, 2015, Session 12, 9:45 am - 10:45 am
Topic: EPM Foundations and Data Management - Subtopic: Data management/integration
How I wish, wish, wish I could write decent Jython.  Wish.  Francisco is a great guy and perhaps from him I could actually be something other than a total Jython hack.

The New Mobile Frontier: Hyperion & Oracle Business Intelligence

Edward Roske , interRel Consulting
When: Jun 24, 2015, Session 13, 11:15 am - 12:15 pm
Topic: EPM Reporting - Subtopic: Integrated EPM-BI Reporting
I’ve long been skeptical of the actual utility of viewing anything other than very simple dashboards on a phone or even a tablet.  I am waiting for Edward to disabuse me of that notion; this notion might do that.

EPM Foundations and Data Management

Monday

Using FDMEE to Move Data Between EPM Applications

Michael Casey , Oracle Corporation
When: Jun 22, 2015, Session 4, 2:00 pm - 3:00 pm
Topic: EPM Foundations and Data Management - Subtopic: Data management/integration
Solve this issue and much of the pain FDMEE causes for traditional ODI developers goes away.

Tuesday

ASO Reporting Automation with ODI

Matthias Heilos , FinTech Innovations
When: Jun 23, 2015, Session 8, 2:00 pm - 3:00 pm
Topic: EPM Foundations and Data Management - Subtopic: Other EPM Data Integration
I am a huge fan of Matthias; his work of the highest quality.  Anything, and I mean anything, he does is worth everyone’s time.

Interfaces and Mappings: A Deep Technical Tour of ODI's Workhorses

Jason Jones , Key Performance Ideas
When: Jun 23, 2015, Session 9, 3:30 pm - 4:30 pm
Topic: EPM Foundations and Data Management - Subtopic: Data management/integration
Jason is all kinds of awesome and has helped me numerous times with real computer science concepts and design approaches when my approaches go KABOOM.  Are you smart enough to keep up with Jason?  Do you have the Comp Sci degree I wish I had gotten?  This is your chance really understand the inner workings of ODI.  Don’t worry, Jason is quite good at abstracting complex technical concepts so that even yr. obt. svt. can understand them; as you are amongst the Best and Brightest (you are reading this blog, right?) you will have no difficulty.

Wednesday

Sanitizing Crazy EPM Environments: How We Went from 18 Servers to Just Three

Kieron Cassidy , Infratects b.v.
Co-presenter(s): Joakim Kulan, ISS World Services A/S
When: Jun 24, 2015, Session 15, 3:00 pm - 4:00 pm
Topic: EPM Foundations and Data Management - Subtopic: Other EPM Foundations
Infrastructure puzzles me.  Correction, infrastructure terrifies me.  But fewer servers scare me less.

And that’s the end of my sessions

But of course not the end of the conference.  There’s the Community Service day, the Sunday symposiums, the Monday night event, the ACE lunch and learns, the parties Tuesday, the special event Wednesday, and of course the Deep Dives on Thursday.  It is a jam packed weak and if you are not able to attend this year, you owe to yourself and career to do so in 2016.

Be seeing you in Hollywood, Florida!

09 June 2014

Deep Dive Thursday at Kscope14

Choices, choices, choices

I already wrote about the Planning deep dive I am hosting on Thursday, 26 June 2014 at Kscope14, two weeks ago and I encourage you to keep on sending deeply embarrassing and probing (not regarding me, regarding Oracle thankyouverymuch) Tweets using the hashtag #PlanningDeepDive.   This is your chance to, metaphorically at least, put Essbase and Planning Oracle product management on the spot.  Let’s not have all the questions come out of my not terribly imaginative mind lest the next release of Planning look like this:

Yes, that is somewhat unlikely, but there are many who would applaud the return of AppMan, or at least something that behaves like it for both Essbase and Planning.  So mark that down as one of my questions to Shankar and Gabby.

But the Planning Deep Dive is not the only Deep Dive happening on the last day of the conference.  Oh no, you are to be spoilt for choice as there are nine different Deep Dives happening at the same time.  In other words, the competition is on, and the competition is fierce, but that only means that you win as there will be great content no matter what session you attend.  I only point out that the Planning session that yr. obdt. svt. is likely to be the most interesting, entertaining, and generally awesome of the bunch.  Ahem.

The heart of the matter

As I wrote, there are nine Deep Dives in total, and I will not be crushed (a bit hurt, mind, but not crushed) if your interests do not revolve around Planning and Essbase.  ODTUG is catholic in its scope, and there is quite literally something for everyone.  What do I mean?  Cast your eyes down the page and gasp in wonder.

Application Express

Scott Spendolini of Enkitec will be leading a two hour session covering APEX security including instance and application level settings, architecture reviews, and eliminating coding vulnerabilities.  This is Important Stuff.

ADF & Fusion Development

Don’t know what Application Development Framework (I think I have that right) is?  Take a look at EPM 11.1.2.3.500 on the web.  ADF all the way.  So it is an important part of the EPM architecture and really the way forward for all of Oracle’s web-based development.

Luc Bors of AMIS Services will be showing how to go far beyond the documentation (almost always a good thing and that is sort of why you come to Kscope, right?) by showing the undocumented and not taught tips and tricks that make a mobile ADF application fly.

Developer’s Toolkit & The Database

I have to preface this summary by saying most of what Cary Milsap of Method R says about the Oracle database flees far, far, far over my head.  Having said that, Cary is a fantastic speaker and he has some very interesting takes on what it means to be a good programmer.  

Let me try putting it this way – often when I attend a session at Kscope I learn new technical features, knowledge about a product, or a way to fix something that doesn’t work.  That is all great, in fact better than great, but Cary explains how to think about problems.  That’s a very different proposition and one that I find fascinating.

His session on the Oracle database is all about finding slow code, timing it, and fixing it.  I daresay he will throw in a mix of why you should think about performance and how to think about it.  Powerful stuff indeed.

Business Intelligence

Kevin McGinley of Accenture and Stewart Bryson of Rittman Mead are two physically opposite geeks who think with one mind.  And apparently that mind is fixated on Late Night With David Letterman if only Dave did BI.  

Inquiring minds want to know:  do they do Stupid BI Tricks?  Join them and find out.

Essbase

Tim German of Qubix is trying something really ambitious – a very different and in depth approach to the content a panel covers.  Normally, a panel presentation takes questions from the audience during the session and the panelists respond.  There’s not a thing wrong with that approach and there are several such panels on Essbase and Planning during Kscope14.

What Tim is doing that is exciting and different is that he is asking you, oh Kscope14 attendee, to submit questions during the week that will hopefully stump, confuse, and inspire in-depth responses from the panelists.  I think of this as a way for you to propose mini-presentations (they may be minus fancy Powerpoint slides, but the quality of response should be there) to the panelists.  With luck, they will disagree with one another, sparks will fly, and good time will be had by all.  At the very least it ought to be entertaining.

I should mention that the panelists will be:
  • Tim Tow
  • Mark Rittman
  • Glenn Schwartzberg
  • Carol Crider
  • Sarah Zumbrum
  • Steve Liebermensch

So yeah, some interesting people. :)

Here’s how you can submit questions to Tim:

Planning

As I wrote at the end of May, I am moderating the Planning Deep Dive and I think it is as unorthodox as the Essbase session.  Both the Planning and the Essbase product managers, Shankar Viswanathan and Gabby Rubin, will be on stage, ready to take your questions.  It has been one of my frustrations that Essbase and Planning have their road maps discussed separately as Planning is so reliant on Essbase for its features and Essbase is equally driven by Planning’s requirements.  The two are symbiotically joined and finally we have the ability to quiz both of them on where the products are and where they are going.  Send in your questions either via this blog or on the Twitter hashtag #PlanningDeepDive.  Apparently I am an underachiever compared to Tim as I have only two ways to contact me – Twitter and of course this blog’s comment section.  

Regardless of my laziness, I am counting on your difficult and interesting questions to make Oracle inadvertently tell us all kinds of cool things that maybe they would have withheld.  Of course Gabby and Shankar may never come back, but one can at least hope for an interesting session this Kscope.  Next year is someone else’s problem.  ;)

Financial Close

Chris Barbieri of Ranzal is continuing his “What would happen if I did…in Hyperion Financial Management” series.  Will he:  split the atom, discover a cure for the common cold, or merely come up with something super cool in HFM?

My guess is on the last as from the description I see both hacks of HFM (what fun is it if the tool isn’t twisted into a pretzel?) and how to actually test if the hack works (Test? Why do that?  Oh yeah, the destruction of the earth is a possibility.)  All of this is to help you, HFMers, to understanding how the tool works at the lowest level.  Cool stuff and I should add that Chris is a very entertaining speaker.

EPM Foundations

Those of you foolish enough to read this blog on an ongoing basis know that I am somewhat challenged when it comes to infrastructure.  That is in fact a fiction, I am an infrastructure idiot – it is simply beyond me and my skill set.  Sigh.

The guy that I call when I am absolutely and positively stuck (and the guy that I unreservedly recommend to clients) is none other than the moderator of this session – John Booth of Huron Consulting.  John is kind enough to take pity on me and once in a while I sort of, kind of, barely repay him.  So basically it’s all giving on his side and all taking on mine.  

John continues his generosity with all of you by  heading up a three man panel (John, Rob Donahue of Rolta, and Eric Helmer) giving you 90 minutes of their combined knowledge and infrastructure good practices.  That is simply amazing and if you are responsible for your implementation’s trouble-free running, this session is for you.

Reporting

Tracy McMullen of interRel is heading a mix of EPM and BI reporting experts.  If her abstract can be believed, restaurant paper napkins are one of the media.  I think that might be tounge in cheek.

In fact what Tracy has on offer is a you-ask-‘em, they-answer-them panel that interestingly covers both sides of the Business Intelligence/Enterprise Performance Management divide.  Smart View, OBIEE, and Financial Reports are to be covered, and if you ask, maybe, just maybe those paper napkins could be in play.

And there you have it

As always, Kscope suffers from too much good content all at the same time.  What a conference, what a problem to have.  

Thursday’s Deep Dives continue that tradition and I know you will all be there for what promises to be a very interesting and innovative series of events.  If I wasn’t moderating, I would be flitting from room to room, trying to get all of the geeky wisdom I could into my brain.  You might just be able to do that.

See you in Seattle.

02 June 2014

The sessions I want to attend at Kscope14

What this post is all about

Oh dear oh dear oh dear, Kscope14 is almost upon us.  This year’s conference is fraught with desperate preparation on my part (this past weekend was spent up to my armpits writing my ASO Planning presentation – fun, fun, fun, kind of) as I desperately try to hit the conference date with everything done.  Fingers crossed on this one but if I pull it off, the presentations will be good and there are one or two fairly awesome hacks to go along with it all.  I am excited, if slightly frazzled, so business as usual.

But this post isn’t about my neuroses, instead its purpose is to highlight the sessions I am most looking forward to at Kscope14, aka other people’s sources of stress.  

Schedule

There is simply too much to write about in one blog post so my look forward will have three parts:
  • This week – individual sessions
  • Next week – Thursday Deep Dives
  • Week of 15 June – Sunday Symposiums and oh yes I am flying to Seattle

As always with Kscope, there are way more sessions than there is time to attend.  Remember that many of these sessions are recorded so you can watch the screen and hear the presenters live and in person.  

For instance, to help figure out a component of my ASO Planning session, I listened (and listened and listened) to Josie Manzano’s Kscope13 session Using Calculation Manager with Essbase ASO until I finally got it.  This ability to go back and listen sessions when you need them is invaluable.  There are many, many, many sessions available at ODTUG’s web site and I encourage you take advantage of this valuable resource.  I have.

My top Kscope14 sessions

Essbase

Monday, 23 June 2014, 10:45 am to 11:45 am
Oh yes, I know, it works.  And then bits of it don’t.  I am doing a ton of stuff with this right now in ASO Planning and am super curious to see if Ludovic De Paz and Paul Hoch have gone down the same path I have or if they have figured out another way.  Like anything, there’s a good, bad, and mediocre way to do something – I wonder where my work falls.

Tuesday, 24 June 2014, 8:30 am to 9:30 am
I was part of the beta team (a very bad member of the beta team; I like to think I have somewhat redeemed myself with post-release bug finding, but then again maybe not), and I have seen some of the improvements Tim has come up with whilst in the Tim Tow Reality Distortion Field (The one where I feel almost smart enough to be a Java, aka real, programmer.  Alas, it goes up in a cloud of smoke as soon as the call ends.).  I’m not sure how much of what I’ve seen is going to make it in this release.  For sure it is a time of change for the tool, all for the better.

Tuesday, 24 June 2014, 11:15 pm to 12:15 pm
Kumar is the manager of Essbase development.  That’s right, the guys that write Essbase.  Do you suppose he might have some interesting insights into the future of Essbase?  Could be.

Tuesday, 24 June 2014, 2:00 pm to 3:00 pm
Do I suffer when I write MDX?  Oh yes I do.  Hopefully Jennifer Hanks can make at least this part of my coding life not be a soup sandwich.

Tuesday, 24 June 2014, 2:00 pm to 3:00 pm
Yes, you read that right, two MDX sessions at the same time.  And this one is by my colleague Gary Crisci who always does stellar work.  Let’s hope Jennifer’s (or Gary’s or each) session is recorded.

Tuesday, 24 June 2014, 3:30 pm to 4:30 pm
Why, Glenn, why?  Why am I not using it?  Perhaps because I have yet to attend your session oh older-not-really-brother?

Wednesday, 25 June 2014, 9:45 am to 10:45 am
Gabby Rubin will cover how Essbase and Exalytics are moving forward, sometimes in lockstep, other times in parallel.  I am super interested in this and hope fervently that commodity hardware continues to be supported as I’m not likely to hit an Exalytics project any time soon.

Wednesday, 25 June 2014, 8:30 am to 9:30 am
Dan Pressman will be the moderator (buffer?) between you, the panel audience, and Kumar, the Essbase development manager.  Ask your question, see if Kumar answers it.  :)

Wednesday, 25 June 2014, 11:15 am to 12:15 am
Yr. Obdt. Svt. is copresenting with Tim German, aided by Dan Pressman, and I think this session will be eye opening to say the least.  We will cover the biggest advance to Essbase since ASO both in its currently available 11.1.2.3.500 release and some as yet unreleased functionality.  You’ll see from this why Hybrid BSO Essbase will likely be the future of many of your projects.  Yes, I am excited.  :)

Planning

Monday, 23 June 2014, 10:45 am to 11:45 am
Movement, not balances, is what I think Amy Del Rosario will be presenting.  This can be a difficult concept to grasp but is quite a bit more efficient.  At least that’s what I think the session is about – of course the only way to know for sure is to attend.

Monday, 23 June 2014, 1:15 pm to 2:15 pm
Yr. Obdt. Svt. is copresenting with Tim German, aided by Dan Pressman, and this is a subject near and dear to my heart (and my wallet as almost all of my implementations contain at least a component of Planning).  I think we have some really great good practices for ASO Planning that aren’t discussed anywhere else, a hack or two that ought to make your eyes pop, and of course all of the things that will only bring Pain and Agony so they are best avoided.  

Tuesday, 24 June 2014, 8:30 am to 9:30 am
I was never a fan of Planning’s Capital Expenditures application, finding it was easier and more flexible to roll my own.  Oracle must have heard my whining as they have released Project Financial Planning (PFP).  Matt Ward’s customer success story should be interesting.

Wednesday, 25 June 2014, 9:45 am to 10:45 am
Ricardo Giampaoli and Rodrigo Radtke de Souza are both huge fans of ODI (as am I) and really understand and hack it to pieces (as alas, I do not at their deep level).  I have however been known to twist Planning into a pretzel for fun and profit and I do have at least a basic appreciation of ODI.  Hopefully that all means I will be able to keep up.  Hopefully.

Wednesday, 25 June 2014, 11:15 am to 12:15 am
As I am (as noted above) hip deep in a competing presentation, I am beyond interested to see how Jake Turrell has approached ASO Planning and what he has on offer.  Jake does good stuff and will be sure to have at least a somewhat different take on the tool.  Unfortunately, I am going to be presenting my Hybrid Essbase session at the same time so I do hope this is a session ODTUG records.

Wednesday, 25 June 2014, 3:15 pm to 4:15 pm
Brian Marshall is going to catalogue Things That Planning Cannot Do, And How To Do Them.  This ought to be fun.

Wednesday, 25 June 2014, 4:30 pm to 5:30 pm
Shankar Viswanathan is the Planning product manager, so if he speaks about the functionality of Planning and Budgeting Cloud Service (PBCS) I daresay he will lay down the definitive word.  I just hope he keeps his energy levels up, because he’s 50% of the Thursday Planning Deep Dive panel session.

EPM Business Content

Tuesday, 24 June 2014, 11:15 am to 12:15 pm
Elizabeth Ferrell will be covering one of my favorite tools, AppliedOLAP’s Dodeca, works as a budgeting tool in an environment of 500 (!) Essbase cubes.  This ought to be fascinating stuff.

Wednesday, 25 June 2014, 9:45 am to 10:45 am
Juan Porter will cover the business and functional side of moving from yearly to rolling forecasts.  Important stuff, and important for customers (and EPM geeks, come to think of it) to understand.

Wednesday, 25 June 2014, 2:00 pm to 3:00 pm
Did Charles Beyer wrap Smart View in many layers of Kevlar?  Shelter it behind armor as thick as a King George V class battleship?  Sometimes I am blown away by the awesomeness of Smart View, other times I have a visceral desire to blow it away.  Hopefully Charles can make it all better for me and everyone else.

Reporting

Monday, 23 June 2014, 1:15 pm to 2:15 pm
Matt Milella and Toufic Wkim, both of Oracle Corp, will show how to exploit Smart View to the fullest extent with every data source imaginable.  Matt and Toufic are excellent and entertaining speakers.

Tuesday, 24 June 2014, 8:30 am to 9:30 am
Gary Adashek will cover how he managed the transition from the Excel Essbase add-in to Smart View.  I imagine he has a few new gray hairs because of that but I also he also has more than a few tips to help all of us make the transition.

Wednesday, 25 June 2014, 4:30 pm to 5:30 pm
Celvin Kattookaran dives deep into the Workspace API to manage reports like never before.

Wednesday, 25 June 2014, 2:00 pm to 3:00 pm
If you build rolling forecasts in Planning you must build rolling reports.  Come to Scott LeBeau’s session to find out how.

Wednesday, 25 June 2014, 8:30 am to 9:30 am
Glenn Schwartzberg, older-not-really-brother will be presenting on Smart View.  His session is short on details but Glenn always does excellent work.

Tuesday, 24 June 2014, 3:30 pm to 4:30 pm
Sarah Zumbrum will cover the transition for functional users of Smart View.  I hear the transition is a bit akin to chopping one’s hand off with an axe held in that same hand.  In other words, a difficult and frustrating task, so this should be a session worth attending.

Is that enough?

Yes, that isn’t every hour of every day (you will note that Saturday’s volunteer event, Sunday’s symposium, and Thursday’s Deep Dives are all not, yet, covered), but it sure is an awful lot.  Will I get to attend all of these sessions?  Given my role(s) behind the scenes at the conference, probably not, but I am as always hopeful.

I’m sure you have your favorites – what are they?  Send ‘em in to the comments section of this blog.

Be seeing you.