Sound familiar? "I don't know how to use all our reporting tools with all their rich capabilities!" The Who, What and When of EPM Reporting!

1. Demystifying EPM Reporting
Len Romano - Emtec
September 4, 2014

2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Agenda
Introductions
The Typical Question with EPM Reporting
Reporting Defined and Where it falls in the Management Processes
The EPM Reporting Tools Defined
The EPM Reporting Tools- Who and When
Questions ???
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3. Introductions
Len Romano – Senior EPM Specialist, Emtec
•20+ years of EPM experience
•13+ Years as Solution Consultant & Partner Manager with Hyperion/Oracle
•Deep background in planning and financial business processes and former administrator/user of Hyperion products
•708-819-0060
•Len.romano@emtecinc.com
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4. The Typical Reporting Question
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5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
The Typical EPM Reporting Question
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“I have all these reporting tools with such rich capabilities, but I don’t know how and when to use them within our environment.”

6. Reporting Defined and Where it falls in the Management Processes
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7. Reporting Defined & When in the Management Processes
Simply Defined: Reporting is the presentation of the results of all data inputs, adjustments and calculations.
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8. Reporting Defined & When in the Management Processes
When does it take place in the management processes:
Throughout the Planning, Business Analysis and Financial Close Processes
Only after this:
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9. The EPM Reporting Tools Defined
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10. The EPM Reporting – Three Primary Tools
•Hyperion Financial Reports
•Smartview for MS Office
•OBIEE Interactive Dashboards
(What about Web Analysis?)
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11. Hyperion Financial Reports
Design & Create - Standard Reports and Books of Reports
•Designed for development by the Finance User-no coding
•Create “Standard Reports” – Inc Stmt, Bal Sheet, Cash Flow, Cost Center P/L’s, etc
•Templates or Hardcoded
•Flexibility for use for any time period, frequency, business unit
•Include Logo’s, colors, basic graphing, commentary
•Distribution Choices (HTML, PDF and yes Paper)
•Guided Analytics and drill down in HTML
•Create Books of reports (Different Books for Different Folks)
•Not for a good choice for ad-hoc and what if analysis
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12. Smart View for MS Office
For use with Excel, PowerPoint, Word and Outlook
•An add-in for MS Office
•Direct Connection to Planning, HFM and Essbase Databases – No Re-Keying of Data
Excel
•The ad-hoc and what if analysis tool with all the trimmings
•Leverage the web based data input forms for Planning and HFM and load data to Essbase
•Not meant to be used for Standard Reporting Packages
PowerPoint
•Reusable Presentations – refresh data
Word
•Embedded data in documents – refresh data
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13. OBIEE
Design & Create – Interactive Dashboard & Reports
•Enterprise wide Business Analytics reporting tool
•Can access any data sources, Hyperion & Non Hyperion
•Analyze data at high level and drill through to transactions (FR and SMV as well)
•A bit more technical (database connections) but can be end user driven
•Highly graphical
•Additional software purchase
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14. The EPM Reporting Tools- The Who What and When
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15. EPM Reporting- The Who, What & When
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Need
Reporting Tool
Application
Process
Typical User
Standard Reports & Books
Hyperion Financial Reports
Planning, HFM & Essbase
Budget, Forecast, Financial Close, Custom App
Finance
Ad Hoc Analysis
Smart View w/Excel
Planning, HFM & Essbase
Budget, Forecast, Financial Close, Custom App
Finance
Presentations & Documents
Smart View w/PowerPoint & Word
Planning, HFM & Essbase
Budget, Forecast, Financial Close, Custom Appr
Finance
Dashboards/ Reporting w/drill to source
OBIEE
All including Hyperion
Operational, Transactional & General Analysis
All Users

16. Q & A
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17. Len Romano: Senior EPM Specialist, Emtec
E-Mail: len.romano@emtecinc.com
Mobile: (708) 819-0060
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Questions

18. THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com