Financial Reporting Odtug

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Financial Reporting Presentation ODTUG

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Financial Reporting Odtug

  1. 1. FINANCIAL REPORTING
  2. 2. AGENDA
  3. 3. AGENDA Background Hyperion Financial Reports Hyperion Smartview Demo of Key Advanced Concepts Questions 3 3
  4. 4. PRACTICE BACKGROUND Leader of Oracle Practice, 1st Original Customer of Hyperion Planning 1st Customer Migration of OFA to Hyperion Member of Oracle Customer Advisory Board Member of Hyperion SIG Member of Oracle Beta Development Team Consultant experiences (100’s of Implementation) Dozens of Certified Hyperion Consultants 4 4
  5. 5. INDUSTRY BACKGROUND Solutions built around the following industries Financial Services Aerospace and Defense Manufacturing Retail High Tech Consumer Higher Education Healthcare Communications Hospitality, and Real Estate 5 5
  6. 6. CURRENT IMPLEMENTATIONS Oracle 11.1.1 Retail Application-Multiple Apps Oracle 9.3.1 Multiple Implementations A&D Financial Services Government 6 6
  7. 7. UNDERSTANDING YOUR REPORTING NEEDS
  8. 8. REPORTING AUDIENCE Read Only Viewers of the Data Integration with Office Ad-Hoc Analysis/Pivot Tables Dashboard Like Feel Provide variances to the Data 8
  9. 9. DATA SOURCES FOR REPORTING
  10. 10. DATA SOURCE FOR REPORTING Relational Essbase Planning Hyperion Financial Management 10
  11. 11. REPORTING TOOLS
  12. 12. REPORTING TOOLS Financial Reports SmartView Web Analysis Interactive Reporting Answers + OBIEE Dashboards 12
  13. 13. FINANCIAL REPORTS
  14. 14. FINANCIAL REPORTS Advantages Highly formatted reports Distribution of Reports Snapshots Scheduling Cell Text and Supporting Detail Data Integrity Workspace Integration Multiple output methods Annotations 14
  15. 15. FINANCIAL REPORTS Disadvantages Report Client Limited Ad-Hoc Analysis Performance Prompts No Relational Reporting 15
  16. 16. REPORT KEY DESIGN PRINCIPLES Point of View, prompts by user Batches, Scheduling monthly books Snapshots, be careful with security Create a Standard Set 30 to 50 Reports Disable Access for Certain Report during critical process times Create ASO Model for Archiving and Report Distribution 16
  17. 17. FINANCIAL REPORT-FORMULAS Report Formulas vs. Essbase Formulas Column Formulas Row Formulas
  18. 18. FINANCIAL REPORTS-TEXT Cell Text Supporting Detail Annotations Planning Annotations
  19. 19. FINANCIAL REPORT-BOOKS Concept of Books Report Books Snapshot Books
  20. 20. SNAPSHOTS Concept of Snapshots Snapshot Books Snapshots
  21. 21. SECURITY Reports Security Books Security Snapshot Security
  22. 22. SMARTVIEW INTEGRATION Datasources Importing Documents Refreshing Documents Leveraging Ad-Hoc
  23. 23. FINANCIAL REPORTING 11.1.1 Copy and paste repository items Apply improved search options Set permissions for multiple repository items Apply folder permissions to children Support Adobe Distiller 8 for PDF generation Add external content to books Add and manage annotations in reports
  24. 24. COPY & PASTE You can copy repository items from one folder to the same folder or to another folder. With this feature, you save time by duplicating and then modifying similar reports
  25. 25. SEARCH OPTIONS With these improved search options, you save time when searching for repository items. You initiate a search in the Search box. You can use the * and ? wildcards in the Search box. The search is not case-sensitive.
  26. 26. REPOSITORY PERMISSION You can select multiple repository items and define their permissions. With this feature, you save time by managing many items at one time. You can define folder permissions that apply to all items created in the folder. This feature saves you time by assigning permissions to items when you create them.
  27. 27. EXTERNAL CONTENT IN BOOKS Microsoft Word (DOC and RTF) Microsoft Excel (XLS) Microsoft PowerPoint (PPT and PPS) Adobe Acrobat (PDF) Text files (TXT) You must import the documents into the repository before you can insert them into books.
  28. 28. ANNOTATIONS Threaded Annotations Attach Documents Footnotes Printing Source Intersection of Annotations
  29. 29. CAPITAL DETAIL 29
  30. 30. INCOME STATEMENT 30
  31. 31. EMPLOYEE STATUS REPORT 31
  32. 32. SMARTVIEW
  33. 33. HYPERION SMARTVIEW ADHOC Advantages Excel Like Functionality Pivot Tables Formatting/Conditional Formatting Point of View Distribute to excel users Smart Slices Report Designer 33
  34. 34. HYPERION SMARTVIEW ADHOC Dis-advantages Data Integrity Dimensional Model Knowledge Training Reliance on Excel 34
  35. 35. AD-HOC LAYOUT SAMPLE 35
  36. 36. OFFICE INTEGRATION Tools Financial Reports Web Analysis Interactive Reporting Ability to Update Documents 36
  37. 37. SMARTVIEW 11.1.1 Architecture and Data Source Support Data Source Security Smart slices Report Designer Other Enhancements
  38. 38. WORKSPACE Integrate all financial documents Create Department Folders Create Excel Ad-Hoc models Create Dashboard for both KPI’s Metrics and Ad-Hoc Analysis (Standard, and Ad-Hoc) 38
  39. 39. OFFICE IMPORT EXAMPLE 39
  40. 40. WHAT TOOL TO USE AND WHEN? Financial Reporting Deck-HFR Smartview Word and Powerpoint-Integrate Financial Documents Ad Hoc Analysis-Smartview and WA Simple Dashboards-WA 40
  41. 41. DEMO
  42. 42. QUESTIONS AND CONTACT Email: sean.bernhoit@linium.com Cell: 949-235-4285 Website: www.linium.com Linked In Oracle Group: Linium Oracle Practice Linium Oracle Practice

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