Getting the Most out of Hyperion Financial Management 11.1.2.2

www.finitsolutions.com
Getting the Most out of EPM
What’s New in Hyperion Financial Management
11.1.2.2
October 19th, 2012
Erich Ranz (eranz@finitsolutions.com)

‐ 2 ‐
Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation
– Financial Management (HFM)
– Hyperion Enterprise (HE)
– Financial Close Management (FCM)
– Disclosure Management (DM)
– Account Reconciliation Module (ARM)
Integration
– Financial Data Quality Management (FDM)
– Oracle Data Integrator (ODI)
– Enterprise Performance Management
Architect (EPMA)
– Data Relationship Management (DRM)
– Other (ERPi, EIS, etc.)
Planning and Business Intelligence
– Planning
– Core Planning
– Modules (Workforce, CapEx,
Project Financial Planning)
– Essbase (ASO / BSO)
– Essbase Analytics Link (EAL)
Reporting Tools
– Financial Reporting
– Smart View / Essbase Excel Add‐In
– OBIEE
– Financial Management Analytics (OFMA)
– Web Analysis + HPCM

‐ 3 ‐
Finit Services
Finit’s consulting services cover a broad range of implementation and post
implementation options.
Finit Solutions: Implementation Services
– Full cycle implementations
– Discovery and Requirements
– Global Design
– Detailed Design and Build
– Testing and Training
– Deploy
– Infrastructure Services
– Data Services (historical data, GL data
integration)
– Project / Program Management
– Product Upgrades
– Redesign / Enhancements
Finit Answers: Post Implementation
Support
– Access to Hyperion SME’s (Dedicated
support team and available consultants)
– Customer Service Focus
– Time and Materials Support
– Flexible support packages tailored to
client needs
– Guaranteed Response Times
– Technical and Admin / Functional
Support
– Short‐term remote staff augmentation
services

‐ 4 ‐
We 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 a year.
– Finit Answers provides support services on a pay‐as‐you‐use model.
Finit’s Focus

‐ 5 ‐
Finit’s Values

‐ 6 ‐
Our client service approach has led to 100% customer
satisfaction for every Finit client (170 and counting) for
every Oracle Hyperion project (over 300 and counting).
Finit’s Client Service

‐ 7 ‐
•
Some Finit Clients

‐ 8 ‐
Question and Answer

‐ 9 ‐
About the Presenter
Erich Ranz
(eranz@finitsolutions.com)
• Former HFM/FDM
administrator
• 7 years experience with
Hyperion products
• 12 years in Finance
• Based in Wichita, KS

‐ 10 ‐
 Configurable Dimensionality
 User Interface
 Demo
 Q and A
Agenda

‐ 11 ‐
 Separate download files for each client utility.
 Server configuration automated.
 HFM‐specific configuration steps simplified.
 New FR print server.
 Web applications deployed into a single, managed server.
 Configuration Utility
Installation

‐ 12 ‐
 Internet Explorer 9
 Smart View supports the 64‐bit version of Microsoft Office 2010
New Product Support

‐ 13 ‐
 More than four custom
dimensions available
 At least two custom dimensions
required
 Usage similar to Essbase
 Can be stacked or used for
unique purposes
 Dimension size guidelines
 Large (up to 2 billion members)
 Medium (up to 32,000 members)
 Small (up to 128 members)
Configurable Dimensionality

‐ 14 ‐
 Enhanced to support configurable dimensionality.
 Upgrades:
 Member Lists
 Data Grids
 Data Forms
 Journal Reports
 Intercompany Reports
 Custom1 Example
 Pre Conversion: Short label: C1, Long label: Custom1, Alias: Products
 Post Conversion: Short label: C1, Long label: Products
 Other metadata properties/settings remain unchanged
Application Upgrade Utility

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 Rules file might require updating if:
 More than four custom dimensions have been defined
 Custom Short Names have been set as something other than “C1”, “C2”, “C3”, and “C4”
 Rules file will not require updating if:
 No new custom dimensions are added
 Custom Short Names have been set as “C1”, “C2”, “C3”, and “C4”
 Rules syntax remains the same
Rules File

‐ 16 ‐
New Rule Functions
Function Description
ApplicationName Returns the name of the application in which rules are running.
ContainsCellTextWithLabel
Determines if the cell contains cell text for the specified label and updates the cell text
information.
CustomTop Returns the CustomTop member for the current or specified Account member.
DataUnitItem Returns the data unit item to process during consolidation, calculation, or translation.
DefaultParent Gets the default parent for the current Account member or a specified Account member.
GetCellTextWithLabel
Gets the cell text from the Point of View for the specified cell text label. CellTextLabel is either the
default cell text label (“[Default]”) or one of the valid loaded cell text labels.
GetCustomLabelArray
Returns a list of Custom dimension labels in an array. Returns two arrays, one with Custom short
names and one with Custom long names.
GetItemExtDim
Gets an individual record to process for consolidation. This function is used when you have more
than four Custom dimensions. Returned is a two dimension array containing the dimension
information with dimension label in Dimension 1 and member name in Dimension 2.
GetItemIDs2ExtDim
Using dimension IDs, gets an individual record to process for consolidation. This function is used
when you have more than four Custom dimensions. Returned is a two dimension array containing
the IDs for both the dimension and member.
NumCustom
Returns the total number of Custom dimensions defined for the application. For example, if you
create five Custom dimensions, delete one Custom dimension, and add two Custom dimensions,
the value returned for this function should be six, which is the total number of Custom dimensions
defined for the application.
SetCellTextWithLabel Updates the cell text information for a specified POV and cell text label.

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GetItemExtDim
 11.1.2.1 and prior
 11.1.2.2

‐ 18 ‐
 Support for multiple applications in Workspace
 Support for multiple modules and documents in an application
New Interface Enhancements
 11.1.2.1  11.1.2.2
01 Multiple Apps and Modules.mp4

‐ 19 ‐
Menu Navigation and Layout
 11.1.2.1 Load Tasks

‐ 20 ‐
Menu Navigation and Layout
 11.1.2.1 Left Hand Pane  11.1.2.2 Demo
02 Menu Navigation and Layout.mp4

‐ 21 ‐
Point of View Improvements
 11.1.2.1 POV
 11.1.2.2 Demo
03 Point of View Improvements.mp4

‐ 22 ‐
Improved Document Manager
 11.1.2.1

‐ 23 ‐
Improved Document Manager
 11.1.2.2

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Improved Data Grid UI
 11.1.2.2
04 Data Grid UI.mp4

‐ 25 ‐
Improved Data Form UI
 11.1.2.2
04 Data Form UI.mp4

‐ 26 ‐
Improved Journals UI
 11.1.2.1 Journal Entry and Process Journals

‐ 27 ‐
Improved Journals UI
 11.1.2.2 Manage Journals
05 Journal UI.mp4

‐ 28 ‐
Extract Data Process
 11.1.2.1 Extract Data
 Limited options
 No journals
 Base members
 11.1.2.2 Extract Data
 Incorporation of Extended Analytics
 Flat file no longer zipped
06 Extract Data.mp4

‐ 29 ‐
Win32 Client Changes
 11.1.2.1  11.1.2.2

‐ 30 ‐
Hosted Online Help
 11.1.2.1  11.1.2.2

‐ 31 ‐
SmartView
 MS Office 2010 64‐bit support
 Excel Formatting Enhancements
 Data grids opened through SmartView
 New VBA Functions
 New Panel and Connection buttons
 HsGetValue function
07 SmartView.mp4

‐ 32 ‐
Questions?
Email us for a
copy of the slides or
link to the recording.
Finit Contacts
insights@finitsolutions.com
‐> Erich Ranz
eranz@finitsolutions.com
913‐221‐4984
More EPM Questions?
ask@finitsolutions.com

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