Leveraging ASO with Hyperion Public

Sector Planning and Budgeting(PSPB)

Session ID#: 10271

Prepared by:
Tejas Patel - Principal Consultant
Sanjay Purohit
AST Corporation
http://epmcult.blogspot.com

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Agenda

What is PSPB
What is ASO
Why ASO with PSPB
Key Design Considerations
Maintain ASO Metadata
ASO Data Load
Automation
Tips
Summary

Public Sector Planning and Budgeting

Flexible planning and budgeting solution for public sector

Out of box decision package functionality
Easy integration with Oracle eBS(GL) and PeopleSoft
Reports and budget book publication functionality
Allocate cost by program, project and other GL segments
Support data push from SmartList to dimension
Pre-built models to meet business needs
Employee
Position
Employee and Position

Aggregate Storage Option(ASO)

Support MDX and report scripts

Data is not stored in .pag and .ind file but in table format
Support more number of dimensions and members
Primary used for data aggregation
Reports run faster than BSO
No need to run aggregation
Can be created as plan type of Planning application
Easy metadata maintenance from planning dim editor

Why ASO with PSPB

Smart list can be mapped to a
dimension
Faster aggregation and
retrieval
Store historical data with
more dimensions
Easy data sync using MRA
Report can be run using
either chart of account or
position driven elements
Easy metadata management
using planning dim editor

Key Design Considerations

HCP is prebuild from Oracle and does not have GL
segments
Segment/chart of accounts are mapped via Smarlist
Positions are tied up with HROrg/Payroll section
Benefits are tied up with positions
Special pays are tied up with Positions
Grades/Benefits/Special Pay are charged to cost
centers
How to get right position costing to right account, fund
and cost centers
How to report and track expenses ?

Key Design Considerations Cont.

Position/Employee Salary Grades

SalaryGrades>EmployeeorPosition>HrOrg/PayRoll Section

Key Design Considerations Cont.

Position/Employee Benefits

Benefits>EmployeeorPosition>HrOrg/PayRoll Section

Key Design Considerations Cont.

Position/Employee Tax Details

TaxDetails>EmployeeorPosition>HrOrg/PayRoll Section

Key Design Considerations Cont.

Additional Earnings

AdditionalEarnings>EmployeeorPosition>HrOrg/PayRoll Section

Key Design Considerations Cont.

Position/Employee Allocation

Allocation>EmployeeorPosition>HrOrg/PayRoll Section

Key Design Considerations Cont.

Reports/Budget Book
Segment
Job Code
Location Code
Union Code
Account
Entity
Fund
Program
Project
Position
BudgetItem
Element
Employee

Type
SmartList
SmartList
SmartList
Dimension
Dimension
Dimension
Dimension
Dimension
Dimension
Dimension
Dimension
Dimension

Used in Report
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

Used in Report
Not Used in Report

Dimension(ASO)
Job Code
No dimension in ASO
Union Code
Account
Entity
Fund
Program
Project
Position
BudgetItem
Element
Employee

Important ASO Features (11.1.2.3)

ASO as a Plan Type while creating PSPB application

ASO is created as part of planning app but create new app

Similar name cannot be used to ASO app and planning app

Important ASO Features Cont.

Manage Substitution Variables from Workspace

A single place to update the variables for both the application/plan

type
No technical expertise and reduce maintenances efforts

Important ASO Features Cont.

Forms can be built using ASO

Support read and write operations
Support member and formula calculations

Important ASO Features Cont.

Dimension Security

The similar security applies to ASO and BSO

No need to create separate ASO security filters

Load/Maintain ASO Metadata

Enable Member Plan Type for ASO Cube

Single place to add/modify member properties and UDAs

Member formula can be written via dim editor

Load/Maintain ASO Metadata Cont.

Register ASO Plan Type in FDMEE

Loading Data
MRA (LineItem to ASO Push)

Data can be pushed from BSO to ASO but not ASO to BSO

Loading Data Cont.

MRA (HCP to ASO Compensation Push)

Select Application
Map Dimension
Point of View

Automation Script
Main Script

Tips
Educate user to make clear and simple
requirement
Store historical data in ASO cube. After the
budget cycle ends push historical data from
BSO to ASO and clear BSO
Data entry in BSO at level zero, for faster
aggregation push to ASO
Use ASO for Decision Package/Budget Request
Aggregations

ASO with PSPB Summary

Substitution variables
Dimension and members
Security
Data load
Faster data retrieval
More dimensions to analyze data
Easy to publish books and reports

Q&A

25

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