New features in 11 1 2 webinar 061610_final

www.finitsolutions.com
Getting the Most out of EPM:
New Features and Functionality
in Fusion Edition 11.1.2
June 16, 2010
Presented by Larry Allen
The Finit Solutions Series

About Finit Solutions

- 3 -
Getting the Most out of EPM: New Features and Functionality in Fusion Edition 11.1.2
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Finit Introduction
Financial Consolidation
– Financial Management (HFM)
– Hyperion Enterprise
– Financial Close Management
– Disclosure Management
Integration
– Financial Data Quality Management
(FDM)
– Oracle Data Integrator (ODI)
– Data Integration Management (DIM)
– Other (EPMA, ERPi, etc)
Planning and Business Intelligence
– Planning
– Essbase
BI+ Reporting Tools
– Financial Reporting
– Smartview
– Web Analysis
– Essbase Excel Add-in

- 4 -
• Finit has helped companies use Hyperion EPM products since inception in 2002. Finit has one of the
largest practices of HFM certified consultants on staff in the country. We have experience back to
the early versions of HFM and have assisted clients with all aspects of HFM deployments from full
lifecycle implementations to application optimization / redesign activities.
• Finit has a long history with data integration. Our combined expertise in Oracle Hyperion data
integration products as well as our accounting and finance-based backgrounds, enable us to deliver
complete integration designs that include strong data quality and validation checks. Collectively,
Finit has designed and implemented data integration solutions that have sourced data from more
than 4,800 source systems and are used by over 5,000 end users.
• Finit’s certified Hyperion Planning consultants differentiate themselves by combining advanced
product knowledge with best practice budget and forecasting expertise. We specialize in “finance-
owned” Planning implementations in which we assist you with improving / streamlining the budget
and forecasting processes.
• Our certified Essbase consultants combine product expertise with their finance and accounting
backgrounds to deliver efficient, high value applications that solve relevant business issues for
middle market companies to some of the largest companies on the Fortune 500. Our Essbase
services include new implementations, optimization, and application reviews / redesign.
Finit’s Hyperion EPM Experience

- 5 -
We take client service very seriously.
Our client service approach has led to 100%
customer satisfaction for every Finit client
(122 and counting).
Finit’s Client Service

- 6 -
•
Some Finit Clients

- 7 -
Larry Allen
(lallen@finitsolutions.com)
• Director with Finit Solutions
• More than 11 years program / project management experience with Hyperion,
Oracle and Finit Solutions directing client service initiatives for the design,
implementation, test and deployment of Hyperion EPM solutions within single
and multi-Hyperion product environments for mid-sized to Fortune 500 clients
with global implementations.
• Previous experience includes senior level accounting and financial management
positions for public and private companies.
About the Presenter

- 8 -
How to Ask a Question

- 9 -
• Overview of Release 11.1.2
• HFM Updates
• Essbase Analytics Link for HFM
• Overview of Disclosure and Close Management Applications
• Updates to FDM
• Smart View Enhancements
• What’s New in Hyperion Planning
• Public Sector Planning and Budgeting
• New Features in Essbase
• Technical Enhancements
Agenda

Overview of Release 11.1.2
Finit Solutions Series

- 11 -
Released April 7, 2010, 11.1.2 represents most significant EPM
release since Version 11 in July 2008
• Significant Hyperion Planning upgrade
– Enhanced process and workflow management
– Web Form enhancements
– Advanced MS Office Support
– New vertical module for public sector budgeting and forecasting
• Streamlining financial close processes
– Two new stand-alone EPM applications
• Oracle Hyperion Disclosure Management
• Oracle Hyperion Financial Close Management
Overview of 11.1.2

- 12 -
• Tighter BI, EPM and ERP integrations
– Financial Analytics Link for Essbase provides BI capabilities on live HFM data
– EPM to E-business Suite and PeopleSoft Financials write back
– PeopleSoft HR support for Public Sector Planning
• EPM applications available individually or as packaged suites
– Enterprise Planning, centered on Hyperion Planning
– Financial Close and Reporting, HFM focus
• Caveats with 11.1.2
– “This release is intended for new deployments only. Upgrading or migrating
from previous EPM System releases is not supported. In addition, products
from this release are not compatible with products and applications from
previous releases.”
– Expect a .1 release sometime this year
Overview of 11.1.2

HFM Updates in 11.1.2

- 14 -
HFM received support for Smart View enhancements, additional
products and improved administrative tasks in 11.1.2
• Smart Slices made available for HFM
– Data source modeling introduced in Smart View 11.1.1.0.0
• Provided support for Planning, Essbase and OBIEE
– Smart Slices provide centralized views with specific dimensionality and
preferences
• Provides access to data points instead of having to navigate
– Create filters on HFM dimensionality
• Filter to show only those dimensions of interest for analysis and reporting
– Save grids as reporting objects off of a Smart Slice
• Drag and drop in Word and PowerPoint
• Additional Smart View enhancements for HFM
– Ribbons, task lists in Excel and Outlook

- 15 -
• Support for new products
– Hyperion Financial Close Management
– Hyperion Disclosure Management
• Integration with Oracle Governance Risk and Compliance
– GRC Blueprints
• Financial Audit Scoping Tool (FAST)
– Assist with setting scope of financial audits
– Correlates risks and controls to the chart of accounts
– Sort COA by geography, business unit, size of the account, variation and volatility, and by risk
factors
• Hyperion AACG Adapter
– Monitor and incompatible security access across business applications
– Uses Shared Services security access and user provisioning to enforce segregation of duties
– e.g. can’t setup HFM GL and post to Fusion/PSFT/EBS GL

- 16 -
• Copy Application Utility
– Added ability to copy HFM EPMA applications to another server
• For example, Test to Production
• Extended Analytics
– Added option to extract flat files without headers
• Extracted dimensions are listed in a record-by-record format

Essbase Analytics Link for HFM

- 18 -
• Provides integration to HFM with automated synchronization of
metadata and real-time data
• Acquired with HyperRoll purchase
– FKA LiveLink
• Push data / metadata to Essbase or a relational database
– Incrementally
– Zero latency real time / on-demand
• In Essbase
– Modify dimensionality
– Integrate with additional data sources
– Calculations
– Query and report
Analytics Link - What is it?

- 19 -
• Off-Load reporting from HFM
– Increase number of users, reports, queries
– Zero impact on HFM application / web servers
– Improve HFM performance
• Improve reporting / analysis capabilities with
– Additional dimensionality / scenarios
– Data from other sources
• Join / Merge GL, Planning, other data
– Performing calculations required for analysis
– Improved performance
• Use for
– Developing / Maintaining common reporting platform
– Variance reporting
– Comparisons of Planning forecasts / budgets
Analytics Link - Benefits

- 20 -
• Creates Essbase outline
– Multiple outlines on same HFM data
• Can use with relational tables
– Creates standard relational tables to hold HFM data and metadata
• Talleyrand and backward compatible
– HFM 9.2.0.3, 9.3.1, 11.1.1.3, 11.1.2
– Essbase 9.3.1, 11.1.1.3, 11.1.2
• Can purchase stand-alone
Analytics Link - Other Benefits and Features

Overview of Disclosure and Close
Management Applications

- 22 -
• With 11.1.2 Oracle introduced two new stand alone applications to
address issues in the financial close processes
– Manual creation and management of filing documents
– Lack of visibility to tasks across financial systems
– Fragmented, manual task management
– Manual reconciliation procedures
– Reliance on third-parties for EDGAR reformatting / conversion to XBRL
New Applications for Financial Close

- 23 -
• Overall financial close
process task Status (across
products)
• Process Monitoring
• Task activity in calendar and
list views in different formats
• Workflow automation and
email notification
• Overall Status Reporting
• Account reconciliation
functionality
Financial Close Management

- 24 -
• MS Office centered
• Document versioning
• Multiple report
formats
• Embedded XBRL
reporting capabilities
Financial Disclosure Management

- 25 -
• Additional information on the function and
features of these applications is provided in our
May 12 presentation “Oracle Financial Close
Management & Disclosure Management”
http://www.finitsolutions.com/FSS13.html
Additional Information

Updates to FDM

- 27 -
• Significant improvements were made in 11.1.1.3
• 11.1.2 enhancements include
– Planning to GL write back
– Support for Financial Close Manager
– Essbase extended support
– Period and category mappings
– Revised user interface
– Localizations
– Full support for Excel 2007
• Exporting web grids
• Import from Excel, including Trial Balance File
FDM Updates

Smart View Enhancements

- 29 -
New Features
• Smart View Panel for connections
• Context-Sensitive Ribbons
• Options Dialog box revisions
• Integration with Outlook
• New functionality in Planning and
HFM
Smart View Enhancements
Supported Data Sources
• Essbase
• Hyperion Financial Management
• Hyperion Planning
• Hyperion Enterprise
• Hyperion Reporting & Analysis
• Financial Reporting
• Interactive Reporting
• Production reporting
• Web Analysis
• Oracle BI EE
Smart View for Office provides interfaces with Microsoft Office Excel, Word,
PowerPoint and, with 11.1.2, an Outlook interface was added for HFM and
Planning

- 30 -
Panels provide access to:
• Shared Connections
– Defined by an administrator; shared
URL, all users can see them
• Private Connections
– Locally stored connections or URL
based connections entered by users
• Actions
– Context sensitive list of key ‘actions’
that can be performed on that
connection
• Recently Used Connections
– Most recently used connections /
tasks
Smart View Enhancements - Panels

- 31 -
Available Ribbons
Essbase
Planning
Planning Ad Hoc
HFM
HFM Ad Hoc
Enterprise
Enterprise Ad
Hoc
OBIEE
Smart View
• Smart View operations in Office applications
are available through context specific ribbons
and menus
• Each ribbon displays only the commands
permitted for that data source, mode, and
Office application
Smart View Enhancements - Ribbons

- 32 -
Smart View Enhancements – Outlook Integration
• HFM and Planning tasks are now integrated with Outlook
• Users can execute tasks associated with a task list

- 33 -
• Support for new Planning functionality – Planning task lists,
process management and validation functions are all available
through Smart View
• HFM Smart Slices - The system administrator can create a Smart
Slice of data.
• Users can view and work with any data within the boundaries of a Smart
Slice, but not with data outside its boundaries.
• Makes navigation easier
Smart View Enhancements - Planning and HFM

- 34 -
• The Options dialog box interface was revised
• New VBA functions were added
• Integration with Outlook available only for HFM and Planning in
11.1.2
• Smart View Extensions and Utilities available as downloads
– http://www.oracle.com/technology/software/products/bi/performance-
management/plugins/index.html
Smart View Enhancements Other Features

What’s New in Planning 11.1.2

- 36 -
Planning received a major upgrade with 11.1.2
• New, more robust Process Management
• Drag and drop data form designer / composite Layout Manager
• Web Form Enhancements
– Ad-hoc analysis / personalized views
– Process based data validations and conditional cell formatting
– Row and column sorting and filtering
• Integration with reporting applications
What’s New in Planning

- 37 -
• Planning Unit redefined to add granularity
– Entity, Scenario, Version plus one tier dimension
• Add a product dimension to selected entities / channel dimension to other entities
• Predefined promotion paths
– Planning Unit Hierarchies based on Bottoms Up and Distributed Budget
Modes and pre-assigned owners / reviewers
• Eliminates drop down lists
• Dynamic promotion paths with data level validation rules / triggers
What’s New in Planning – Process Management
If Then
Gross margins < 10% Do not allow promotion
Maintenance expenses exceed prior
year actual by more than 5%
Route to Facilities Maintenance
Department for approval

- 38 -
Bottoms UP Mode
• Delegate: Pass ownership to a user not on
the promotional path, ownership returns
• Take Ownership: Bypasses the current
owner and lets you enter or edit data outside
of the defined promotional path. Available
only to users above the current planning unit
owner in the planning unit hierarchy
• Originate: Pass ownership to the first owner
in the planning unit hierarchy
• Reopen: Reopen an approved planning unit
• Freeze, Unfreeze: Lock or unlock related data
in descendant units
• Frozen: All related data is locked in
descendant planning units
Distributed Mode
• Distribute, Distribute Children, Distribute
Owner: Passes ownership to multiple
users
• Submit, Submit to Top: Give ownership to
the next level or to the top user defined in
the hierarchy
• Need Assistance: Passes ownership to a
user you specify for help, that user returns
ownership
• Reopen: Reopen an approved planning
unit
• Distributed: Multiple users are reviewing
the budget
New promotion options and Planning Unit status based on budget mode initiated

- 39 -
• Support for matrix
organizations
– Based on Planning Unit
Hierarchy and promotion
rules
• New tools for managing
promotion paths and
creating rules

- 40 -
• Automatic out-of-office actions (e.g. Delegate, Promote, or Reject)
• Multiple planning unit hierarchies in the same application provides
multiple workflows
– Budget vs. forecast may have different paths / levels of review
• Select and promote multiple planning units at one time
• Promote planning units based on entity and secondary dimensions
– Owner of a department that includes HR and revenue accounts can promote
the HR accounts first, and continue working with revenue accounts until
they are ready to promote

- 41 -
• Drag and drop functionality for
web form creation
• New composite form layout
manager
• Properties selection panel
• Live preview to view dimensions
assigned to the POV, columns,
rows, and page axes
What’s New in Planning – Data Form Designer

- 42 -
• Dynamic data validation rules provide color coding and special
messages to be displayed to end users in data forms
– Multiple validation rules can be added at the cell, row, column level, and
grid level
What’s New in Planning – Web Forms

- 43 -
Ad-Hoc Analysis
• End-users can make ad-hoc changes to the structure of data forms
to analyze data
• Changes can include:
– Pivot to: Move a dimension to another area. For example, if you select this
option within a row, you can move it to the POV, page, or column.
– Zoom in: Zoom into a hierarchy and show the descendants that are not
displayed by default in the data form definition.
• For example, if the data form displays Year Total, you open the Year Total hierarchy and
view a dimension. You can view a member's children and add them to the data form
• Ad-Hoc changes can be saved to provide personalized views
– Visible only to the user who creates them
– Access to a private data form depends on the user access privileges and
permissions set for the data form folder

- 44 -
• Sorting and Filtering
– Sort rows and columns within the hierarchy or across data to view data in
ascending or descending order.
– Filter rows and columns to customize the display in the data form; keep or
exclude members using simple functions that compare against a specified
value
• Add formula rows and columns
– For calculating variances, etc
– Can include blank rows and columns in forms
• New Context Menus
– Use right-click context menus in data cells for regular planning actions
including Adjust Data, Grid Spread, Mass Allocate, Insert Comment,
Supporting Detail, Add/Edit Document, and Lock/Unlock Cells

- 45 -
• Parity with Web in Excel, including
– Planning task lists
– Process management
– Composite data forms
– Data validation and messaging
– Planning Ad Hoc
– Includes new Smart View enhancements
• Integration with Outlook
– Manage through Outlook calendar and tasks
– Track status of Planning tasks
– Reports and automatic reminders
– Includes new Smart View enhancements
What’s New in Planning – Smart View

- 46 -
Other Enhancements
• Essbase reporting application integration
– Map Planning data to multiple Essbase block storage or ASO cube reporting
applications
• New underlying technology improves web performance (AJAX)
• Reuse task lists in future planning periods by clearing completion
status, due dates, and alerts
What’s New in Planning – Other Items

Public Sector Planning and
Budgeting

- 48 -
• Hyperion Public Sector Planning and Budgeting is a packaged
product offering for Public Sector, Healthcare and Higher Education
entities
• Leverages Hyperion Planning functionality
• Key Features:
– Packaged / configurable, position and employee budgeting models
– Financial Budget Books and Reports - report examples and templates
– Bi-Directional integration with ERP systems
Public Sector Planning & Budgeting

- 49 -
• Provides out-of-the-box configurable compensation and benefit
budgeting and forecasting by position and employee
– Position
• Budgeted and tracked by positions, not by employees
• Salaries based on an average, not on specific employees' salary
– Employee
• Budget expenses tracked by employee, based on actual employees'
salaries, positions are not a part of the budget detail
– Both Position and Employee
• Employees budgeted by their assignment or appointment to positions
• Enables planning and tracking expenses by position and by employee.
• Level of detail selected when the application is created

- 50 -
• Built using Oracle Hyperion Planning foundation
• Leverages enhancements of Planning 11.1.2 including
– Process management / workflow capabilities
– Distributed, bottom-up, or free-form budgeting
– Support for matrix organizations
– Integration with Excel and Outlook
– Ability to maintain multiple versions of budgets and plans
• Step based, rate based and value based computations of salary
• Future dated changes to position and employee data
• Allocations of salary and position budgets into the appropriate
General Ledger accounts for line item budgets

- 51 -
Task lists and tasks Smart Lists
Dimension members Validation rules
Data forms Predefined reports
Menus Essbase substitution variables
Business rules
HCP Plan Type
User variables
Comes with pre-defined

- 52 -
• Preconfigured forms
– Contain predefined validation rules to ensure data integrity
• Includes administrative task lists
– Load and review data from GL and HRMS, define scenarios and versions, change or
add default business rules
– Setup new elements to be budgeted, update global defaults and salary rate tables,
add positions, step increases
• Planner task lists for
– Adding, changing, or deleting positions during the planning cycle
– Reviewing and updating salaries and employee-level information
– Adding or changing employee assignments to positions
– Terminating employees
– Modifying the compensation structure
– Reviewing expenses and FTEs
– Promoting data for approvals

- 53 -
• Leverages the use of global defaults to
– Standardize position budgeting across an organization
– Apply values to vacant positions, dictating the total FTE (fulltime equivalent)
or headcount that can be assigned to the position
– Calculate expenses that are not available from the source system
– Simplify data entry when planners add positions, because the default values
are assumed
– Set the General Ledger account to which each position's expenses are
charged
• Defaults maintained by budget administrators
• Cost center managers can override the defaults for their entities

- 54 -
Use FDM ERP Integrator for
• Metadata and data loads from ERP source systems
– Drill through to the general ledger transaction details in the source ERP
system from Smart View and Financial Reporting
• Loading employee and position data from PeopleSoft Human
Capital Management 9.0
– Data load rules include the ability to map human resource management
system elements to Oracle Hyperion Public Sector Planning and Budgeting
accounts and creation of Smart Lists for specific accounts.
– Option of loading metadata, data, or both during the execution of a HR data
load process

- 55 -
Reporting with Essbase
• Map to Essbase ASO reporting application
– Reporting on Planning and Budgeting data in the reporting application
– Aggregations and queries on Smart Lists, which are converted to regular dimensions
in the reporting application
– Linking Public Sector Planning and Budgeting data to multiple reporting applications
for various consolidations
• Many-to-Many mapping
– One application / plan type can populate many reporting applications
– A single reporting application can be populated from multiple Planning
applications / plan types

- 56 -
• Includes 13 predefined reports
• Create budget books with Oracle Hyperion Financial Reporting
– Define a Table of Contents, including the hierarchy of chapters and sections
– Insert as sections or attachments: Financial Reporting reports, Microsoft
Word documents, URL links, pictures, and HTML, PDF, or other file types
– Include content from Planning such as text or cell attachments
– Support for Oracle Business Intelligence Publisher
– Search capabilities

Getting the Most Out of EPM
New Features in Essbase

- 58 -
• Release 11.1.2 contains multiple enhancements for Essbase. The
more significant of these are:
• Allocations on Aggregate Storage Databases
• Custom Calculations on Aggregate Storage Databases
• Changes in security
• Additional functions
• Additional Alias Table Enhancements
• Exception Messages in Calculation Scripts
• Metadata Export to XML

- 59 -
• Allocations and custom calculations can now be performed in
aggregate storage cubes
– First release with procedural calculations in Essbase aggregate storage
applications
– MaxL function to allocate amounts to a target range of cells
• Proportionately, based on given results, or even spread
• Useful in the budgeting process to distribute revenues or costs
– MaxL statements perform custom copy and mathematical calculations
• Useful for debit credit processing in financial models
• Only updates target level-0 cells
• Reduces the number of block storage databases required for
calculations

- 60 -
• Security
– Synchronization of security between Essbase and Shared
Services not required when in EPM security mode
– Essbase queries Shared Services on user log-in
– User privileges preserved throughout the session

- 61 -
New Calculation Script Functions
• @XWRITE function writes to different data blocks in the
same database or another cube
– Applicable in scripts and member formulas
– Opposite of XREF which pulls data
• @RETURN function provides error handling in calculation
scripts
– Use with IF .. THEN statements
– Stop script execution
– Capture error messages

- 62 -
• Oracle Process Manager and Notification Server (OPMN)
now available for failover support
• Provides
– Active and passive failover
– Startup / shutdown management
– Start / Stop of Essbase server
• Installed as part of EPM system

- 63 -
Other new features
• Additional Alias tables (32 vs. 10)
• User and group names can now contain up to 256
characters and special characters
• Can use Oracle Call Interface (OCI) in lieu of ODBC to
connect directly to Oracle sources
– Improves performance of dimension builds and data loads from
Oracle database
• Metadata Export to XML files
– View and track changes to outlines

Technical Enhancements

- 65 -
• Most EPM products have adopted Oracle Diagnostic Logging (ODL) for system
logging
• OpenLDAP no longer shipped
– Native Security housed in Shared Services Repository tables
– Oracle Internet Directory (OID) no longer supported for use as Native Directory
• Support for
– Windows server 2008
• true 64bit with the exceptions of FDM, Financial Reporting Print Server, Interactive
Reporting Services, and Strategic Finance
– Internet Explorer 7 and 8
– Firefox 3.5 (except FDM)
– Java 1.6 is now the standard
– New SSL support
• New directory structure

- 66 -
• Weblogic only supported J2EE app server
– Replaced Tomcat as the bundled J2EE app server
• Life Cycle Management Enhancements
– Order for importing objects
– Essbase outlines and data
• Premier Support through April 2015

Contact and Future Webinars

- 68 -
Getting the Most out of Hyperion Enterprise:
Release 6.5.1 and the Extraction Utility
Join us on July 14 to learn about the new Extraction Utility in Enterprise. This utility
enables you to extract Hyperion Enterprise data Enterprise metadata, lists, journals,
data, and logic in formats that are compatible with other consolidation products,
such as HFM. Although the Extraction Utility is not intended to be a turn-key
solution for upgrading from Hyperion Enterprise to HFM, it may provide a ‘starting
point’ for some companies as they begin their conversions.
To register, go to www.finitsolutions.com/Insights_Webcast.html
Upcoming Webinars

- 69 -
Questions?
Email us for a
copy of the slides or
link to the recording.
Finit Contacts
Larry Allen
lallen@finitsolutions.com
817.307.1413
Ed DeLise (VP of Sales)
edelise@finitsolutions.com
678-296-3611
insights@finitsolutions.com

New features in 11 1 2 webinar 061610_final

Recommended

Recommended

More Related Content

What's hot

What's hot (18)

Similar to New features in 11 1 2 webinar 061610_final

Similar to New features in 11 1 2 webinar 061610_final (20)

More from finitsolutions

More from finitsolutions (20)

Recently uploaded

Recently uploaded (20)

New features in 11 1 2 webinar 061610_final