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Financial Reporting MacGyver-Hack with BIP+OBIEE: A Quickie!
Jeremy Harmson 1 October 2014
Transcript of Financial Reporting MacGyver-Hack with BIP+OBIEE: A Quickie!
i.e. The Why
i.e. The How
vs. The Toolkit I
Had in My Pocket...
"So there was this puzzle I had to solve..."
"And OBIEE alone couldn't do it all..."
"And (unfortunately!) *this* wasn't an option..."
"So I did the next best thing that I could think of..."
"But as a total newbie, I learned the *hard way*..."
"And finally figured out a better way!"
If I could give you one (and only one) piece of advice today…
Instead, do it in Hyperion Financial Reporting (with Essbase)
Almost always spreadsheet format; difficult without a “grid”
Very particular order (calcs inbetween groups)
COGS need to display as (+) but rollup as (-)
Butterfly layout, whitespaces, requires repeating page headers on printout
“Congrats! You now have Oracle BI – A dynamic *business intelligence* analytic tool for roll-up, drill-down, exception based insights!”
“Huh. Uh, yeah sounds great; thanks. Look, now what I really need is…”
“A literal one-for-one replacement of a billion and five reports…”
“That we started developing over 20 years ago...”
“Oh by the way, they were ALL previously built in Excel. Oh, and another thing, they’re all financial reports...”
“And did I mention they all need to look
like they did before?”
Let me tell you a little story.
It goes something like this…
Hyperion Financial Reporting
Cube outline rolls up P&L calcs for you
(The following is based on a true story)
So I showed them the P&L.
And then this happened…
“I love this P&L! It does exactly what I wanted it to do!”
“By the way, all I need now is a copy of this report that shows the last 12 months, not just the current month; with actuals, budgets as well as forecasts…”
I'm an OBIEE guy by trade
BIP11g w/ Word RTF Layout. CAUTION:
My F rmula:
6 columns x
NOT SURE IF REALLY
SUPPOSED TO BE THIS HARD
BIP11g w/ ONLINE EDITOR!
OR IF REALLY THAT DUMB?
1. OBIEE analysis for custom P&L groups for report line details
Natively “accounting aware”; consolidation signs display (+) COGS, but rollup as (-)
Grid based layout editor
Jeremy Harms, EmeraldCube Solutions
Director of Business Intelligence
2. OBIEE report to build P&L calculation lines
3. BIP Data Model using BI reports from #1 and #2
4. Formatted report via BIP 11g Online Layout editor and "shuffled the deck"
It’s right in the name after all:
Detail level data set
Acct "group" data set
Detail level data set
Acct group data set