The Artifact Snapshot process in EPM Cloud uses what is called on the Cloud “Application Manager”. This is essentially the same as LCM (Lifecycle Management) for on premise Planning implementations. Artifact Snapshots can be used to: Create full or partial backups Perform full or partial restores (For example, restore just one business rule) Migrate from […]
Metadata and Data Integration for Oracle EPM Cloud, Part 1 Today starts a series of blogs I am writing on metadata and data integration options for Oracle EPM Cloud implementations. The blogs will cover everything from Data Management, to Smart Push, to data exports using Business Rules. Also included will be descriptions of use cases […]
Webinar: Data Integration Options for EPM Cloud, Part 2 of 2, December 14, 2017, 2pm ET, 1pm CT, 11am PT
Explore the metadata and data integration and automation options available for EPBCS/PBCS/FCCS. The second part of this two part series will cover loading data with Data Management, moving data between databases using Smart Push, Data Synchronization and xref/xwrite including related use cases. Also discussed will be migrations between Test and Prod, backups and disaster recovery. […]
Webinar: Data Integration Options for EPM Cloud, Part 1 of 2, November 14, 2017, 2pm ET, 1pm CT, 11am PT
Explore the metadata and data integration and automation options available for EPBCS/PBCS/FCCS. The first part of this two part series will cover importing and exporting metadata and related use cases (including migrating from on premise), importing and exporting data with jobs (both in Essbase and Planning formats) including exporting text accounts and smart list values. […]
At Oracle Open World 2017, I will be presenting “Oracle EPM Cloud for Sales and Marketing” on Wednesday October 4th at 2:00 pm.
On Friday, July 28, 2017 in Irvine, I will be presenting “Data Integration Options for EPBCS/PBCS/FCCS” and “Ready. Set. Cloud! Migrating From On-Premise to PBCS”
I am running for the OAUG EPM/Hyperion SIG Board of Directors and would really appreciate your vote.
In Hyperion Planning and Essbase on premise (beginning with version 18.104.22.168), PBCS and EPBCS a Business Rule or calc script can be used to help direct your uses to correct mistakes or remind them to complete other tasks by using the @RETURN function.
During Collaborate 17 (April 2-6, 2017 in Las Vegas at the Mandalay Bay Resort & Casino), I will be presenting on EPMA. Hope to see you there! Click the button for the title and abstract.
Driver Based Rolling Forecasts, Simplified. Join me for this webinar as I share how companies are implementing a rolling forecast through the use of drivers to streamline the effort.
July 26, 2016 – 2pm ET, 1pm CT, 11am PT Eon’t miss my webinar “Planning Approvals: Out-of-the-Box and Other Custom Built Methods” Watch Deanna Sunde, Oracle ACE Associate, as she demonstrates the Hyperion Planning Approval Process. Deanna shares its functionality and compares and contrasts it to the previous Workflow functionality. The steps to […]
On Friday, July 22, 2016 in Irvine, I will be presenting “Hyperion Planning Approvals – Out-of-the-Box and Other Custom-Built Methods” and “Oracle Hyperion Planning and Essbase Automation – Work Smarter not Harder.”
June 21, 2016 – 2pm ET, 1pm CT, 11am PT Featured at Collaborate 16, don’t miss my webinar All About EPMA – From Setup to Tips and Tricks” Deanna Sunde, an Oracle ACE Associate, recently presented this session at Collaborate 16 in Las Vegas. Join her for this virtual event. The classic […]
May 24, 2016 – 2pm ET, 1pm CT, 11am PT Featured at Collaborate 16, don’t miss my webinar “Warp Speed Ahead: Migration From 9.3 to PBCS” I will share how the project started with a clean-up effort so objects, such as forms and reports, could be rationalized and only the appropriate objects migrated […]
I am very pleased to announce that I am now at Key Performance Ideas in the role of Delivery Director, West Coast. Here is the press release. DEANNA SUNDE JOINS KEY PERFORMANCE IDEAS AS DELIVERY DIRECTOR FOR WESTERN U.S. New leadership to spearhead continued growth and customer satisfaction in the implementation of […]
On May 18, 2016 at the Great Lakes Oracle Conference, I will be presenting on EPMA and on migrating to PBCS.
See how a client migrated from on-premise version 9.3 to Planning and Budgeting Cloud Service for an application with 3 plan types. The project started with a clean-up effort so objects such as forms and reports were rationalized and only the appropriate objects were migrated and tested on PBCS. We then migrated from 9.3 to […]
March 11, 2016 See how a client migrated from on-premise version 9.3 to Planning and Budgeting Cloud Service for an application with three plan types. The project started with a clean-up effort of objects such as forms and reports were rationalized and only the appropriate objects were migrated and tested on PBCS. We then migrated from 9.3 […]
During Collaborate 16 (April 10-14, 2016 in Las Vegas at the Mandalay Bay Resort & Casino), I will be presenting two topics – EPMA and migrating to PBCS. Hope to see you there! Click the button for the titles and abstracts.
Cloud Curious? Moving From On-Premise to Hyperion Planning on the Cloud and Cloud Narrative Reporting
· Oracle’s Planning and Budgeting Cloud Service (PBCS) is Oracle’s fastest-growing product launched to date, with well over 400 clients · The cloud deployment model provides world-class planning capabilities for organizations of all sizes, enabling organizations to quickly deploy world-class planning applications · PBCS allows easy install, maintenance and upgrades without big infrastructure investments · […]
Migrating from Business Rules to Calc Manager is not trivial if you have a lot of business rules, your business rules are valid for more than one location or they include CDFs or macros. Find out the differences between Business Rules and Calc Manager, the prerequisites to migrating HBR objects and the workarounds to lost […]
Reasons for using EPMA vs Classic mode will be discussed along with the pros and cons and design considerations. EPMA will be demonstrated including the shared library, local library along with how to share dimensions across HFM, Planning, Essbase BSO and Essbase ASO applications, what extra setup is needed to support them and how to […]
February 18, 2016 This webinar presentation will be sponsored and hosted by Oracle. Oracle’s Planning and Budgeting Cloud Service (PBCS) is Oracle’s fastest-growing product launched to date, with well over 400 clients. The cloud deployment model provides world-class planning capabilities for organizations of all sizes, enabling quick deployment of world-class planning applications. PBCS allows easy install, maintenance […]
I am very proud that Oracle has named me as an Oracle ACE Associate! See my ACE Directory listing here: Here is the press release. Deanna Sunde Achieves Oracle ACE Distinction CheckPoint Consulting, an Oracle Platinum Partner and premier EPM consulting firm, today announced that Oracle has awarded Deanna Sunde, Practice Leader for Planning, Forecasting […]
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