Finit solutions - What is New in Oracle Hyperion Planning 11.1.2.2

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The release of Oracle Hyperion Planning 11.1.2.2 brings enhancements, new features, and a new module. In this webinar we will show:

• New user interface
o Compared to System 9 and Version 11
• New features
o Manage substitution variables from Planning
o Rolling forecasts
o Predictive Planning
o Composite form enhancements
o Display data as charts
o Cell data history
• New module: Project Financial Planning
o Dimensions and members
o Pre-packaged Forms
o Pre-packaged Task Lists
o Pre-packaged Calculation Manager Rules

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Finit solutions - What is New in Oracle Hyperion Planning 11.1.2.2

  1. 1. Getting the Most out of EPM What is New in Oracle Hyperion Planning 11.1.2.2 September 28, 2012 Cindy Eichner ceichner@finitsolutions.comwww.finitsolutions.com
  2. 2. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Finit IntroductionFinit Solutions specializes in consulting services in the Oracle Hyperion EnterprisePerformance Management Solutions suite of products:Financial Close and Consolidation Planning and Business Intelligence– Financial Management (HFM) – Planning– Hyperion Enterprise – Core Planning– Financial Close Management – Modules (Workforce, CapEx)– Disclosure Management – Project Financial Planning– Account Reconciliation Module – Essbase (ASO / BSO)Integration Reporting Tools– Financial Data Quality Management (FDM) – Financial Reporting– Oracle Data Integrator (ODI) – Smart View / Essbase Excel Add-In– Enterprise Performance Management – OBIEE Architect (EPMA) – Financial Management Analytics– Data Relationship Management (DRM) (OFMA)– Other (ERPi, EIS, etc.) – Web Analysis www.finitsolutions.com -2-
  3. 3. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Finit ServicesFinit’s consulting services cover a broad range of implementationand post implementation options. Finit Solutions: Implementation Services– Full cycle implementations – Infrastructure Services – Discovery and Requirements – Data Services (historical data, GL data – Global Design integration) – Detailed Design and Build – Project / Program Management – Testing and Training – Product Upgrades – Deploy – Redesign / Enhancements www.finitsolutions.com -3-
  4. 4. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Finit Answers: Post Implementation Support Time and Materials Support: No fixed fee contract and no minimum required. You only pay for what you use. Flexibility: Can change to fixed fee model if that is desired. Guaranteed Response Time: Less than one business day. Technical and Admin / Functional Product Support: Support for technical questions as well as product-specific items. Existing Application Reviews: Ask us to review your HFM Rules, your Essbase Calcs, your consolidations, your FDM integrations, your reports, etc. Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a company since our inception (July 2002); staffed by our Hyperion Subject Matter Experts. Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees can be applied to a future project with Finit.http://www.finitsolutions.com/Support_Finit_Answers.htmlCONTACT Greg Barrett (gbarrett@finitsolutions.com) for more information www.finitsolutions.com -4-
  5. 5. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Finit’s FocusWe strongly believe that Service + Solutions = Maximum Value Service – Consultant compensation model is based upon client satisfaction with consultant’s work, not how many hours they charge. – Finit has no external owners and Finit partners are involved in every full- cycle implementation. – Finit uses its own employees, not contractors. Solutions – Finit consultants are Hyperion product experts who enjoy designing, building and deploying great solutions, applications and processes. – Finit works closely with Oracle Hyperion development on product strategy and beta testing. – Finit consultants receive 2 weeks of product / functional training each year. – Finit Answers provides support services on a pay-as-you-use model. www.finitsolutions.com -5-
  6. 6. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2Finit’s Values www.finitsolutions.com -6-
  7. 7. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Finit’s Client ServiceOur client service approach has led to 100% customersatisfaction for every Finit client (164 and counting) forevery Oracle Hyperion project (over 280 and counting). www.finitsolutions.com -7-
  8. 8. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Some Finit Clients• www.finitsolutions.com -8-
  9. 9. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 About the PresenterCindy Eichnerceichner@finitsolutions.com• Director of Finit’s Planning and Essbase Practice• 15 years of Hyperion experience• Version 11 Certified in Essbase, Planning, and HFM• 30+ years delivering solutions www.finitsolutions.com -9-
  10. 10. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2Question and Answer www.finitsolutions.com - 10 -
  11. 11. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Agenda• New User Interface• New Features – Manage Substitution Variables – Rolling Forecasts – Predictive Planning – Charts – Cell Data History• New Module: Project Financial Planning• Questions and Answers www.finitsolutions.com - 11 -
  12. 12. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 New User Interface• Uses Oracle Fusion Middleware technology components – Conforms to Oracle’s Fusion standards - ADF – Familiar look and feel – Consistent user experience across products • HFM • Planning – Supports text that is read from right to left, such as Arabic text www.finitsolutions.com - 12 -
  13. 13. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Hyperion Planning in Workspace• Role-Driven Navigation Flow – Accordian-style expandable left pane – Functionality appropriate to type of user• Task List Home Page – Advanced and Basic views are no longer available• Bidirectional Support – Supports text read from right to left, such as Arabic text www.finitsolutions.com - 13 -
  14. 14. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Manage Dimensions• Customize columns• Show as Top – Show only a branch in the pane• Show ancestors – View the position of a member within the hierarchy www.finitsolutions.com - 14 -
  15. 15. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Manage Forms and Ad hoc Grids• Folders displayed on the left – Forms within folder displayed below• Rename without Save As• Customize displayed columns for managing forms• Form layout by drag and drop of dimensions• Accordian-style right pane for form design settings and properties www.finitsolutions.com - 15 -
  16. 16. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Manage Task Lists• Folders displayed on the left• My Task List – Advanced and Basic mode no longer available• Task list shown both graphically and in list form www.finitsolutions.com - 16 -
  17. 17. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 New Features• Manage Substitution Variables• Rolling Forecasts• Predictive Planning• Charts• Cell Data History www.finitsolutions.com - 17 -
  18. 18. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Manage Substitution Variables• Managed from Planning OR• Managed from the Essbase Administration Services Console• Same functionality in both – Add – Delete – Edit – Specific or all Plan Types• Ideal for Rolling Forecasts www.finitsolutions.com - 18 -
  19. 19. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Rolling Forecasts• Traditional forecasts are tied to the fiscal year• Rolling forecasts are continuous without regard to the fiscal year end• Forms may be set up to include a rolling forecast window – Ideally with substitution variables so that forms are dynamic – Wizard for the creation of the substitution variables – From the form administrators can update all rolling forecast variables used on the form www.finitsolutions.com - 19 -
  20. 20. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Predictive Planning• Extension of Smart View (Crystal Ball)• Separate installation• Both sophisticated time-series and autoregressive integrated moving average (ARIMA) statistical techniques to confirm and validate predictions• Available in 32-bit and 64-bit implementations• Web form must be properly designed• Users must have both Planner and Ad Hoc User roles www.finitsolutions.com - 20 -
  21. 21. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Charts• Must be part of a composite form – Bar – Horizontal Bar – Line – Area – Pie – Scatter www.finitsolutions.com - 21 -
  22. 22. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Cell Data History• Administrator must enable Auditing for Data• May be viewed by Planners with Read access• Numeric, date or text cells• Audit data includes – User who changed value – When the value was changed – Previous value – New value www.finitsolutions.com - 22 -
  23. 23. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 New Module: Project Financial Planning• Overview• Features• Plan Types and Dimensions• Pre-packaged – Forms – Business Rules – Task Lists – Menus – Smart Lists – Reports www.finitsolutions.com - 23 -
  24. 24. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Project Financial Planning: Overview• Decisions for Project Financial Planning and Corporate Financial Planning within one application• Approval process for projects closely tied to approvals for financial plans and forecasts• Ensures agreement between – Project Sponsors – Key Stakeholders – Financial Decision Makers www.finitsolutions.com - 24 -
  25. 25. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Project Financial Planning: Features• Planning for Indirect, Capital, and Contract projects• Expense planning at detail or account level• Allocate workforce resources and capital assets to project• Calculate driver-based overheads for projects• Based on project type perform different types of planning• View impact by project or entity• Rank and approve projects based upon a project score• Perform planning for intercompany projects and reconcile them• Request funding www.finitsolutions.com - 25 -
  26. 26. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 PFP: Plan Types and DimensionsPlan Type 1 Plan Type 2 Plan Type 3 Wrkforce Capex Project Account Account Account Account Account Account Entity Entity Entity Entity Entity Entity Scenario Scenario Scenario Scenario Scenario Scenario Version Version Version Version Version Version Year Year Year Year Year Year Period Period Period Period Period Period Currency Currency Currency Currency Currency Currency Project Project Project Employee Job Project Element Asset Class Asset Detail www.finitsolutions.com - 26 -
  27. 27. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Project Financial Planning: Pre-packaged• Forms• Business Rules• Task Lists• Menus• Smart Lists• Reports www.finitsolutions.com - 27 -
  28. 28. Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2 Finit Contacts insights@finitsolutions.com Questions? Cindy Eichner Email us for a ceichner@finitsolutions.com 302.834.8722copy of the slides or alink to the recording. More EPM Questions? ask@finitsolutions.com www.finitsolutions.com - 28 -

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