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Key Performance Ideas is a full-service systems integrator and implementation consultancy with a focus on Oracle Hyperion applications and related technologies. Our blog is designed to help companies of all sizes derive the most value from their Oracle Hyperion Enterprise Performance Management and Business Intelligence (BI) software solutions. Search the blog and find tips and tricks and lessons learned from our experts. 



  • EPM Automate Tips and Tricks- Webinar

    Interested in reducing the time spent in your data loading and export processes? The EPM Automate utility can help you do just that and much more within the context of Oracle Cloud! 

    Join Noah Neal on his webinar as he presents his session held at both Collaborate and Kscope. Learn how this tool works and can be used for automating processes to save time in day-to-day business activities. These processes include data and metadata import and export, business rule launches, data movement across cubes, application backup and restore, and much more.

    Noah will share how EPM Automate can be integrated with scripts to perform a number of different tasks outside of Planning. Attend the webinar and:

    • Learn details on scripting and syntax
    • Hear how to use Email notifications
    • Having logging & error issues? This webinar will show how to handle them!
    • Learn about implications for source and target systems and larger data streams
    • Hear how you can minimize maintenance and allow your business to save time and enhance processes

    Date: August 24, 2017
    Time: 2pmET/1pmCT/11amPT 
    Location: Convenience of your office!

    Register Today!

  • Getting Your Budget Adopted with Oracle Planning and Budgeting Cloud Service (PBCS)

    Public sector finance managers face increased pressure to manage their complex planning and budgeting processes in order to achieve the organization’s financial goals. However, public sector organizations face many challenges during the budget year. These challenges impact the budget development process and make it difficult to deliver a timely and effective budget without a significant burden on the organization’s executives and budget management team.

    In order to meet the funding needs for new and existing programs and sustain compliance and regulatory requirements, as well as deliver transparency and accountability, public sector finance teams need a budgeting and forecasting solution that will integrate the processes from beginning to end.

    Join us for our webinar as we present a walk through of the budget process from formulation to adoption and how each phase is easily managed in Oracle PBCS. John Regula, our speaker, will present the phases that, when implemented with PBCS, provides the functionality needed to efficiently move the Budget from beginning Goals to Adopted Budget. John will showcase:

    • Calendar & Budget Instructions
    • Anticipated Goals / Budget Requests (Upcoming FY)
    • Current Year Budget Update & 1-Year Forecast (i.e. General Fund)
    • Review / Approval – Department Budgets (i.e. General Fund)
    • Trial Budget & Preliminary Capital Improvement Program
    • Proposed Budget & review
    • Adopted Budget / Authority to Expend Appropriations

    Plus, John will share how Oracle PBCS can help you:

    • Reduce budgeting and planning cycles by weeks or months
    • Improve forecast accuracy by gaining visibility into plan/actuals/budget/forecast comparisons
    • Reduce the time spent on creating reports and budget books

    Date: August 22, 2017
    Time: 2pmET/1pmCT/11amPT
    Location: Convenience of your office!

    Register Today!

  • Mastering MDX for Analytics and Reporting

    MDX is often used in ASO cube member formulas, but did you know you can also use MDX to write reports and Smart View queries? Did you know that these reports and queries can be written against both BSO and ASO cubes? 

    MDX can seem daunting, but with a basic understanding of syntax and functions, MDX is not that difficult. Watch the webinar and learn what you need to get started writing MDX reports and queries that can supplement your reporting and add a new tool to your reporting tool set.

    Presented by Jennifer Hanks at Kscope 17 and awarded best presentation of the BI & Reporting Track, Jennifer shares:

    • Best practices for building formulas, including examples to visualize the appropriate approach
    • A comparison of MDX to BSO formulas and the conversion of BSO to ASO, specifically instances where very distinct differences can occur and how to make the process run smoothly
    • How to use MDX editor to write queries and reports against both BSO and ASO cubes

    The goal of this webinar is to help attendees brainstorm new formulas their leadership might find useful, particularly when reviewing how other companies have built and leverage MDX on a daily basis for trend analysis, salary projections, turnover analysis, forecasting and budgeting purposes using KPIs, and more.

    Watch a replay today!


  • Deanna Sunde Presenting at SROAUG July 28th

    The Southwest Region Oracle Applications User Group summer conference will be on July 28th at the Hilton Irvine/OC Airport.  For more information and to register, visit SROAUG

    Join Deanna Sunde at her two sessions:

    Data Integration Options for EPBCS/PBCS/FCCS 
    Explore the data integration and automation options available for EPBCS, PBCS and FCCS. Use cases and pros and cons for the methods will be discussed as well as the file format requirements, options and code examples. Use cases include ad hoc and automated/scheduled data loads, moving data from/to BSO and ASO cubes, importing/exporting text accounts and smart list values, migration and disaster recovery. Included will be Data Management, EPM Automate and FDMEE, as well as business rule data exports, export/import data, export/import metadata, Data Synch and Smart Push. Attendees will understand how the EPBCS/PBCS tools replace the functionality of on premise bat and maxl scripts. Example EPM Automate scripts will be reviewed. Tips and tricks will be provided as to when to use which tool and how to automate these tools with EPM Automate.

    Ready.  Set.  Cloud!  Migrating From On-Premise to PBCS 
    PBCS allows easy install, maintenance and upgrades without big infrastructure investments. See how a client migrated from on premise version 9.3 to Planning and Budgeting Cloud. The project started with a clean-up effort on objects such as forms and reports, then migrated from 9.3 to 11.1.2.3 on a lab environment and then to PBCS using LCM. The ODI interfaces were updated and Business Rules were migrated to Calc Manager. Metadata, over 250 forms and 140 reports were migrated. Not all successfully due to PBCS limitations. Hear about the work-arounds, tips and tricks and how the build and roll-out for this project was completed in 8 weeks.


  • Jennifer Hanks of Key Performance Ideas Wins Top Speaker Award at Kscope 17

    Key Performance Ideas is proud to recognize Jennifer Hanks, Consultant, for her award from Kscope 17.  Jennifer was named Top Speaker for the BI and Reporting Track for her presentation Mastering MDX for Analytics and Reporting.

    If you missed her session, now is your chance to watch her present via webex!  Register today to attend Jennifer Hanks webinar on July 26th!

    MDX is often used in ASO cube member formulas, but did you know you can also use MDX to write reports and Smart View queries? Did you know that these reports and queries can be written against both BSO and ASO cubes? 

    MDX can seem daunting, but with a basic understanding of syntax and functions, MDX is not that difficult. Join us for our webinar and learn what you need to get started writing MDX reports and queries that can supplement your reporting and add a new tool to your reporting tool set.

    Jennifer will share:

    • Best practices for building formulas, including examples to visualize the appropriate approach
    • A comparison of MDX to BSO formulas and the conversion of BSO to ASO, specifically instances where very distinct differences can occur and how to make the process run smoothly
    • How to use MDX editor to write queries and reports against both BSO and ASO cubes

    The goal of this webinar is to help attendees brainstorm new formulas their leadership might find useful, particularly when reviewing how other companies have built and leverage MDX on a daily basis for trend analysis, salary projections, turnover analysis, forecasting and budgeting purposes using KPIs, and more.

    Date: July 26, 2017
    Time: 2pmET/1pmCT/11amPT
    Location: Convenience of your office!

    Register Today!

    For more information on all of the award winners at Kscope 17, visit ODTUG Kscope Award Winners.

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