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The 200 GB diet
or
“how I archived off the
first 10 years of my application!”
Michael Malandra
Focus
Services
People
Methodology
Customers
Partnership
15 Years
700+ clients
1000+ projects
About Edgewater Ranzal
We offer a full spectrum of EPM/BI Services
Dashboards & Scorecards, Financial
Analytics & Reporting, Operational Analytics,
What-if Analysis, Query & Reporting, Visual
Exploration
Financial performance, Legal,
Segment & Mgmt Reporting, Financial
Close
HFM Optimization, Performance Lab
SOX Compliance Support
Strategic Finance, Planning,
Budgeting, Forecasting, Workforce
Planning, Capital Planning, Project
Financial Planning
Data Integration, Financial Data
Management, Data Warehousing,
Master Data Management &DRM,
ETL Services, Automation
Project/Program Mgmt, EPM
Road Maps, Application
Reviews, Business
Requirements, Process
Change, Documentation
Installation, Upgrades,
Migration, System
Monitoring, Backup and
Recovery, Disaster
Recovery, Load Testing,
Hardware Sizing, Exalytics
Benchmarking
Consolidation
Business
Intelligence
Enterprise
Planning
Infrastructure
Training &
Support Services
Project
Management
Data
Services
Costing &
Profitability
Mgmt
Support Services – Infrastructure &
Application Support Contracts
Key Teach Course Delivery: Planning, Essbase,
Financial Reporting, Smart View, HPCM, HFM,
FDM, DRM, OBIEE
Custom Training Delivery: Process & Reporting
HPCM Standard & Detailed
Models, Waterfall Allocations,
Activity Based Costing,
Customer, Product & LOB
Profitability
To Archive or Not Archive?
On Average Applications:
that are 2-3 years old can
average 10GB to 15GB
25GB to 50GB are also
common
100GB to 300GB are rare
500GB and 1TB are
mythical…
Too much of a good thing…
Determine the current
DB/schema size
Every Scenario/Year
has its own table
1 GB = 1024 MB =
1,073,741,824 Bytes
Data Analysis
A large application doesn’t inherently
mean “slow”
Remember - DB and application
performance are independent
● but DB performance can influence app…
Application performance is a function of
data usage
● And rules. And application tier hardware.
Before you begin
There is no “Archive Data” feature!
Can HFM do this automatically?
It’s D.I.Y.
But How?But How?
Define “Archive”
● Need to access the historical data
● Reduce the data set going forward
Create a second read only “historical”
application
Keep only required scenarios
● Actual, Actual at Budget rates, Actual at Forecast
rates
The patient must minister to
himself…
Answer 2 Questions:
1. Will I go to jail
if I delete this
data?
2. Could I be fired
if I delete this
data?
Risk Assessment or Let’s kill all the
lawyers…
Case Study: Codename VentiCase Study: Codename Venti
114GB of data in non-essential scenarios
46.5% of the database
What’s Done is Done…
Historical application will only contain data
that was reported
Much smaller application that will not expand
Tomorrow, and Tomorrow, and…
To restrict the
expansion of the
new application,
institute policies
that will limit size
Keep Forecasts
only 2 years
Other scenarios
will be used as
needed then the
data will be
dropped after 12
months
Good Riddance…
Old application was 245GB
New Applications are 83GB
A reduction of 161GB or
66%
Institute policies to prevent
growth for non-essential
scenarios
Saying goodbye to old data, now what?
Upgrading??
● If yes, then leverage converted Application for
data validation and create 2 new apps
● If not, can the environment handle another
application?
Benefits of new applications – no junk!
● Invalid records and unnecessary data!
● Keeping only relevant data (smaller applications)
Parting is such sweet sorrow…
Two choices:
● Old data in new structure
● Old data in a static structure
A lean and hungry look…
Don’t overthink
history!
Application Type: Classic or EPMA?
If EPMA when?
● Start project in EPMA
● or convert later?
Synchronize Applications
Beginning balances?
● Do your customs have adjustment members?
● Will your rules work with a new start year?
Historical Data?
● Journals or not? <ECT> can be loaded to
<EC>
● Load in local currency, not in Parent Currency
Questions to Consider?
One rule file or two?
● One rule file is easier to maintain but the
current file will need to be updated
● Leverage Hs.ApplicationName()
sAppName = HS.ApplicationName()
If sAppName = “NewApp” Then
Do something…
Else Do something else…
Rules
Does the rule file have a start year
variable?
● If yes, create a condition in which the variable
has two options
sAppName = HS.ApplicationName()
If sAppName = “NewApp” Then
nStartYear = “2008”
Else
nStartYear = “1998”
● In not, add an empty year to the beginning of
the application…nStartYear -1
Rules, cont.
Multiple Year KPIs
● Will cause some overlap
in years between
applications
Cash flow
● Load entire TB in stub
period (12/2009)
Rules, final thoughts…
Who sees the History?
Making the App Read Only
● Make Scenario security classes Read only
● Security Class access is most restrictive to least
restrictive
Users will see the stub year
● Years do not have security
● Over communicate this during Training
and Testing
Security
Smart View
● New application connections are
needed
● Communicate via Training and
Testing
Financial Reports
● Can only connect to one
application
● Only certain reports access
the Historical app
Reporting
Data Validation
● What level of detail needs to
be validated?
● Tools to use? FDM? Excel?
● Responsibility?
● Data validation can derail your
project if not properly defined!
Something wicked this way comes…
Migration Process
● 2 Applications now
● Lifecycle
Management: now
moves data!!!
● Data retention
policy
● Responsibility?
Finance vs. IT
● Define clearly,
please?
Brave New World…
Reduced DB
Created a process to limit DB growth
Kept History
Final Thoughts or Dancing Days…
Michael Malandra
mmalandra@ranzal.com
Pittsburgh, PA
USA
+1.724.759.8572
www.ranzal.com

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KScope14_MMalandra_200GB_diet

  • 1. The 200 GB diet or “how I archived off the first 10 years of my application!” Michael Malandra
  • 3. We offer a full spectrum of EPM/BI Services Dashboards & Scorecards, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration Financial performance, Legal, Segment & Mgmt Reporting, Financial Close HFM Optimization, Performance Lab SOX Compliance Support Strategic Finance, Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Financial Planning Data Integration, Financial Data Management, Data Warehousing, Master Data Management &DRM, ETL Services, Automation Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation Installation, Upgrades, Migration, System Monitoring, Backup and Recovery, Disaster Recovery, Load Testing, Hardware Sizing, Exalytics Benchmarking Consolidation Business Intelligence Enterprise Planning Infrastructure Training & Support Services Project Management Data Services Costing & Profitability Mgmt Support Services – Infrastructure & Application Support Contracts Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE Custom Training Delivery: Process & Reporting HPCM Standard & Detailed Models, Waterfall Allocations, Activity Based Costing, Customer, Product & LOB Profitability
  • 4. To Archive or Not Archive?
  • 5. On Average Applications: that are 2-3 years old can average 10GB to 15GB 25GB to 50GB are also common 100GB to 300GB are rare 500GB and 1TB are mythical… Too much of a good thing…
  • 6. Determine the current DB/schema size Every Scenario/Year has its own table 1 GB = 1024 MB = 1,073,741,824 Bytes Data Analysis
  • 7. A large application doesn’t inherently mean “slow” Remember - DB and application performance are independent ● but DB performance can influence app… Application performance is a function of data usage ● And rules. And application tier hardware. Before you begin
  • 8. There is no “Archive Data” feature! Can HFM do this automatically? It’s D.I.Y. But How?But How?
  • 9. Define “Archive” ● Need to access the historical data ● Reduce the data set going forward Create a second read only “historical” application Keep only required scenarios ● Actual, Actual at Budget rates, Actual at Forecast rates The patient must minister to himself…
  • 10. Answer 2 Questions: 1. Will I go to jail if I delete this data? 2. Could I be fired if I delete this data? Risk Assessment or Let’s kill all the lawyers…
  • 11. Case Study: Codename VentiCase Study: Codename Venti 114GB of data in non-essential scenarios 46.5% of the database
  • 12. What’s Done is Done… Historical application will only contain data that was reported Much smaller application that will not expand
  • 13. Tomorrow, and Tomorrow, and… To restrict the expansion of the new application, institute policies that will limit size Keep Forecasts only 2 years Other scenarios will be used as needed then the data will be dropped after 12 months
  • 14. Good Riddance… Old application was 245GB New Applications are 83GB A reduction of 161GB or 66% Institute policies to prevent growth for non-essential scenarios
  • 15. Saying goodbye to old data, now what? Upgrading?? ● If yes, then leverage converted Application for data validation and create 2 new apps ● If not, can the environment handle another application? Benefits of new applications – no junk! ● Invalid records and unnecessary data! ● Keeping only relevant data (smaller applications) Parting is such sweet sorrow…
  • 16. Two choices: ● Old data in new structure ● Old data in a static structure A lean and hungry look… Don’t overthink history!
  • 17. Application Type: Classic or EPMA? If EPMA when? ● Start project in EPMA ● or convert later? Synchronize Applications
  • 18. Beginning balances? ● Do your customs have adjustment members? ● Will your rules work with a new start year? Historical Data? ● Journals or not? <ECT> can be loaded to <EC> ● Load in local currency, not in Parent Currency Questions to Consider?
  • 19. One rule file or two? ● One rule file is easier to maintain but the current file will need to be updated ● Leverage Hs.ApplicationName() sAppName = HS.ApplicationName() If sAppName = “NewApp” Then Do something… Else Do something else… Rules
  • 20. Does the rule file have a start year variable? ● If yes, create a condition in which the variable has two options sAppName = HS.ApplicationName() If sAppName = “NewApp” Then nStartYear = “2008” Else nStartYear = “1998” ● In not, add an empty year to the beginning of the application…nStartYear -1 Rules, cont.
  • 21. Multiple Year KPIs ● Will cause some overlap in years between applications Cash flow ● Load entire TB in stub period (12/2009) Rules, final thoughts…
  • 22. Who sees the History? Making the App Read Only ● Make Scenario security classes Read only ● Security Class access is most restrictive to least restrictive Users will see the stub year ● Years do not have security ● Over communicate this during Training and Testing Security
  • 23. Smart View ● New application connections are needed ● Communicate via Training and Testing Financial Reports ● Can only connect to one application ● Only certain reports access the Historical app Reporting
  • 24. Data Validation ● What level of detail needs to be validated? ● Tools to use? FDM? Excel? ● Responsibility? ● Data validation can derail your project if not properly defined! Something wicked this way comes…
  • 25. Migration Process ● 2 Applications now ● Lifecycle Management: now moves data!!! ● Data retention policy ● Responsibility? Finance vs. IT ● Define clearly, please? Brave New World…
  • 26. Reduced DB Created a process to limit DB growth Kept History Final Thoughts or Dancing Days…