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Oracle recently released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.4 (reminder: FDM Classic will no longer exist in version 11.1.2.4). The utility will convert much of your FDM Classic App, but not everything! In this webinar, you will learn:
What will convert to FDMEE
What will not convert and will need rebuilding
Nuances in FDMEE that could affect an implementation (for you and your end-users)
What the heck Jython is!
Finit solutions intro to fdmee 11.1.2.4 032715finitsolutions
With the release of 11.1.2.4 we want to provide our clients with information as quickly as possible. For the first time ever Finit is hosting not one but TWO webinars this month! After our deep dive into HFM it is now time to dig deeper on FDMEE. Finit's Scott Peters will be presenting this second webinar of March on the new feautures in Oracle's FDMEE in version 11.1.2.4.
You may soon be facing the decision of "should I upgrade to 11.1.2.4 and if I do, what does that mean for my integration needs?". If you choose to move forward with an upgrade you will have to go to FDMEE. We will show examples of some of the similarities and some of the differences between FDM and FDMEE.
We will talk a little about what a conversion would look like
We will also take a deep dive into some of the new features in FDMEE 11.1.2.4 including
Better Excel interface
POV locking
Target Options per Data Load Rule
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Oracle released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.3. Moving from FDM to FDMEE can be a nightmare, but with the right guidance, it can be a lot less stressful. This webinar will cover the following in regards to the FDM to FDMEE migration:
• Prerequisites for converting
• System requirements for converting
• Artifacts that can and cannot be migrated using a migration utility
• What opportunities the FDMEE migration presents to your business
• Nuances in FDMEE that could affect an implementation (for you and your end-users)
• How to build and stick to a conversion plan without running into problems
• Benefits of migrating to FDMEE
• Migration of the application
Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4finitsolutions
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In March, with the release of 11.1.2.4, Finit's HFM and FDM teams presented deep dives on each product to provide our clients with information as quickly as possible. Continuing our focus on version 11.1.2.4, Finit is hosting a webinar on what is new with Oracle's Hyperion Planning in version 11.1.2.4. Finit's Planning Team will be presenting on the new features in Oracle's Hyperion Planning with a key focus on the simplified interface. Oracle Hyperion Planning's simplified interface is making it easier for busy administrators to manage their Planning applications by providing easy-to-navigate pages that help to accomplish common tasks much more quickly. In addition, we will be exploring:
Form enhancements
Drag and drop dashboards
Diagnostics
Additional features and enhancements
Presenter: Chris Harris & Dennis Hogan
Finit - Breaking Through the Cloud Part II: FCCS, Closing in on Full Parity w...finitsolutions
A complete review of FCCS to help you understand current functionality and key product features.
Is your company considering moving its financial reporting from on-premises to the cloud? Have you heard that Financial Close and Consolidation Cloud Services (FCCS) is now closer to achieving full parity with HFM? Join us for Part II of our 3-part series "Breaking Through the Cloud" as we take a look at the most recent releases of FCCS as it closes in to be on equal footing with HFM. Learn the details about FCCS, what this product is capable of and understand the key features and functionality that Oracle has added into FCCS.
Attendees will be provided with insight to assess their options on the close and consolidation front. Part II, Closing in on Full Parity with FCCS will include:
The main features of FCCS
Noteworthy Features and Oracle's release roadmap
A comparison of Features between HFM and FCCS
Additional Features of FCCS that may not be in HFM
Presenter: Geordan Drummond
Date: 03/10/2018
FDM to ERPi– Upgrade & Migration StrategiesAlithya
Edgewater Ranzal Integration Practice Director and Oracle ACE Tony Scalese presented at KScope 2013 on strategies for moving from Oracle Hyperion Financial Data Quality Management (FDM) to FDM Enterprise Edition (FDMEE), which combines FDM with ERP Integrator (ERPi).
Minnesota Hyperion User Group Discussion on Financial Data Management Enterprise Edition: the combination of Financial Data Quality Management (FDM) and ERP Integrator (ERPi)
What is FDMEE?
What can you do with FDMEE?
Considerations for converting to FDMEE?
What’s new with FDMEE?
What’s coming next with FDMEE?
Jon Harvey, Oracle EPM Practice Lead
Josh Kinkeade, Oracle HFM Practice Lead
Supplemental Data Manager - What is it? What are some use cases? How do I get...finitsolutions
If you're struggling with a place to store/consolidate/reconcile Excel spreadsheets and unstructured, textual data from sources outside your existing EPM tools, this webinar is for you! Supplemental Data Manager (SDM) is a new module included with Hyperion Financial Close Manager (FCM) version 11.1.2.4 released earlier this year. During the webinar we will provide examples of how SDM can be used to centralize data collection of textual and unstructured data, and provide controls around processes which are currently very manual and spreadsheet/email-driven for most companies.
Financial footnotes are required for SEC compliance and are an integral part of Financial Statements. The SDM module helps companies streamline the supplemental data collection process and introduces visibility as well as efficiency into the process. It provides a simple user interface to design flexible data models required for collecting complex information from stakeholders for Financial footnote disclosures.
Webinar content will include:
SDM Introduction & General Product Overview
SDM Key Product Functionality
Metadata\data integration with Oracle Hyperion Financial Management
Posting\Drill back to\from Oracle Hyperion Financial Management
Flexible attribute creation and formatting
Data Validations and Calculations for attributes
Configurable frequencies\data collection periods and unlimited levels of approval
Flexible data set design enabling administrators to create custom data entry forms
Powerful filtering and ad-hoc reporting capabilities
Pre-built dashboards for monitoring status of the data collection process
Full integration with Smart View to simplify data entry
SDM Use Case Overview
SDM Module Demo
Design Approach for Implementation
Presenter: Erich Ranz
Finit solutions intro to fdmee 11.1.2.4 032715finitsolutions
With the release of 11.1.2.4 we want to provide our clients with information as quickly as possible. For the first time ever Finit is hosting not one but TWO webinars this month! After our deep dive into HFM it is now time to dig deeper on FDMEE. Finit's Scott Peters will be presenting this second webinar of March on the new feautures in Oracle's FDMEE in version 11.1.2.4.
You may soon be facing the decision of "should I upgrade to 11.1.2.4 and if I do, what does that mean for my integration needs?". If you choose to move forward with an upgrade you will have to go to FDMEE. We will show examples of some of the similarities and some of the differences between FDM and FDMEE.
We will talk a little about what a conversion would look like
We will also take a deep dive into some of the new features in FDMEE 11.1.2.4 including
Better Excel interface
POV locking
Target Options per Data Load Rule
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Oracle released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.3. Moving from FDM to FDMEE can be a nightmare, but with the right guidance, it can be a lot less stressful. This webinar will cover the following in regards to the FDM to FDMEE migration:
• Prerequisites for converting
• System requirements for converting
• Artifacts that can and cannot be migrated using a migration utility
• What opportunities the FDMEE migration presents to your business
• Nuances in FDMEE that could affect an implementation (for you and your end-users)
• How to build and stick to a conversion plan without running into problems
• Benefits of migrating to FDMEE
• Migration of the application
Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4finitsolutions
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Edit
In March, with the release of 11.1.2.4, Finit's HFM and FDM teams presented deep dives on each product to provide our clients with information as quickly as possible. Continuing our focus on version 11.1.2.4, Finit is hosting a webinar on what is new with Oracle's Hyperion Planning in version 11.1.2.4. Finit's Planning Team will be presenting on the new features in Oracle's Hyperion Planning with a key focus on the simplified interface. Oracle Hyperion Planning's simplified interface is making it easier for busy administrators to manage their Planning applications by providing easy-to-navigate pages that help to accomplish common tasks much more quickly. In addition, we will be exploring:
Form enhancements
Drag and drop dashboards
Diagnostics
Additional features and enhancements
Presenter: Chris Harris & Dennis Hogan
Finit - Breaking Through the Cloud Part II: FCCS, Closing in on Full Parity w...finitsolutions
A complete review of FCCS to help you understand current functionality and key product features.
Is your company considering moving its financial reporting from on-premises to the cloud? Have you heard that Financial Close and Consolidation Cloud Services (FCCS) is now closer to achieving full parity with HFM? Join us for Part II of our 3-part series "Breaking Through the Cloud" as we take a look at the most recent releases of FCCS as it closes in to be on equal footing with HFM. Learn the details about FCCS, what this product is capable of and understand the key features and functionality that Oracle has added into FCCS.
Attendees will be provided with insight to assess their options on the close and consolidation front. Part II, Closing in on Full Parity with FCCS will include:
The main features of FCCS
Noteworthy Features and Oracle's release roadmap
A comparison of Features between HFM and FCCS
Additional Features of FCCS that may not be in HFM
Presenter: Geordan Drummond
Date: 03/10/2018
FDM to ERPi– Upgrade & Migration StrategiesAlithya
Edgewater Ranzal Integration Practice Director and Oracle ACE Tony Scalese presented at KScope 2013 on strategies for moving from Oracle Hyperion Financial Data Quality Management (FDM) to FDM Enterprise Edition (FDMEE), which combines FDM with ERP Integrator (ERPi).
Minnesota Hyperion User Group Discussion on Financial Data Management Enterprise Edition: the combination of Financial Data Quality Management (FDM) and ERP Integrator (ERPi)
What is FDMEE?
What can you do with FDMEE?
Considerations for converting to FDMEE?
What’s new with FDMEE?
What’s coming next with FDMEE?
Jon Harvey, Oracle EPM Practice Lead
Josh Kinkeade, Oracle HFM Practice Lead
Supplemental Data Manager - What is it? What are some use cases? How do I get...finitsolutions
If you're struggling with a place to store/consolidate/reconcile Excel spreadsheets and unstructured, textual data from sources outside your existing EPM tools, this webinar is for you! Supplemental Data Manager (SDM) is a new module included with Hyperion Financial Close Manager (FCM) version 11.1.2.4 released earlier this year. During the webinar we will provide examples of how SDM can be used to centralize data collection of textual and unstructured data, and provide controls around processes which are currently very manual and spreadsheet/email-driven for most companies.
Financial footnotes are required for SEC compliance and are an integral part of Financial Statements. The SDM module helps companies streamline the supplemental data collection process and introduces visibility as well as efficiency into the process. It provides a simple user interface to design flexible data models required for collecting complex information from stakeholders for Financial footnote disclosures.
Webinar content will include:
SDM Introduction & General Product Overview
SDM Key Product Functionality
Metadata\data integration with Oracle Hyperion Financial Management
Posting\Drill back to\from Oracle Hyperion Financial Management
Flexible attribute creation and formatting
Data Validations and Calculations for attributes
Configurable frequencies\data collection periods and unlimited levels of approval
Flexible data set design enabling administrators to create custom data entry forms
Powerful filtering and ad-hoc reporting capabilities
Pre-built dashboards for monitoring status of the data collection process
Full integration with Smart View to simplify data entry
SDM Use Case Overview
SDM Module Demo
Design Approach for Implementation
Presenter: Erich Ranz
FDM, ERPi, EPMA, DRM, EAL - Understanding the Alphabet Soup of IntegrationAlithya
The EPM system continues to expand and more implementations are utilizing multiple products. A myriad tools and techniques exist to manage data and metadata integration within the EPM suite. This session will explore the different options available and how they can be used independently as well as in concert with one another. The strengths and limitations of each toolset will be explored. Client examples will be used to highlight real world implementations, leading/best practices as well as lessons learned.
What's New In Hyperion Planning 11.1.2.4?US-Analytics
What's new in Planning 11.1.2.4? Everything.
This session features a 30-minute demo of the latest Planning release, focusing on the most significant changes.
The Support Policies and Technological Details you need to make informed decisions
As you are probably aware, it has been challenging to understand and navigate On-Premise Oracle Support Policies and Third-Party Compatibility (Excel, Windows, SQL, IE, etc.). Fortunately, we are here to help as it impacts all of us in the Oracle-Hyperion world in terms of planning for future projects, and deciding when (or if) to upgrade. At Finit, we have worked through various scenarios for our clients after distilling all this information from Oracle. We have condensed this down into a 30-45 minute presentation which will review how the Oracle EPM Roadmap affects you along with the various options available.
Topics:
The 'State of EPM' and a review of Oracle EPM versioning and support dates.
End of Premier Support for 11.1.2.3, March 2018, what does this mean?
What are your options? What are your peers planning moving forward? What should your organization be thinking through?
Who Should Attend:
We will cover a range of topics geared toward the state of EPM, Premier Support and options moving forward. Attendees should include:
Finance/Accounting Leaders within your organization looking to enhance knowledge within their EPM systems and the current EPM roadmap.
System Administrators and technical support personnel eager to understand the Oracle Roadmap and how it affects them.
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
Lumberjack: Finit's Oracle EPM - Hyperion System Monitoring Toolfinitsolutions
Actionable insight on how your Oracle EPM system is performing and how to fix it
As we all know, the back-end of our Oracle EPM systems have become more and more complex. Not only does it take longer to install, but it requires both Hyperion experience and IT involvement to properly monitor and support the environment. Finit's Infrastructure Group has been involved with some of the most complex Oracle EPM environments in the United States. As a result, we have developed our own in-house tools to assist clients with Performance Monitoring, System Tracking, System Logging, Crash Analysis, and Infrastructure Best Practices. Finit has refined these tools and has incorporated them into a packaged solution called Lumberjack.
Please join us on Friday July 20th to learn about Lumberjack. Frank Zidar, head of Finit Infrastructure, will be your host. In this webinar we will provide an overview of Lumberjack and discuss how several clients are leveraging the tool to monitor their Oracle EPM environment's efficiency / performance and triage degradation in performance, systems errors, and alerts. As a result of the use of Lumberjack, many organizations have gained better insight into how to keep their EPM environments healthy and keep end users happy!
Presenter: Frank Zidar
Date: 07/13/2018
Finit - What's Trending: Topics on the Cloud and Infrastructurefinitsolutions
As you are likely aware, we are in a period of tremendous IT-related change in the EPM / CPM solution space. With the acceptance of virtualization to the rise of cloud computing, more options and decisions currently exist that impact how the CFO organization deploys and uses their EPM / CPM solutions. Finit will be conducting an IT-focused webinar geared to business users that will explain the options and decisions that exist for the CFO organization. In this webinar, we will discuss the key IT trends business users should be aware of and how Finit's two software partners, OneStream and Oracle Hyperion, are addressing these trends.
During this webinar, we will review the following:
Cloud computing and key topics
The different types of cloud computing service models
The different types of deployments
How the EPM / CPM software vendors are addressing solutions for the cloud
Overall infrastructure and platform key topics
Virtualization
Key drivers of performance
Backup and recovery approaches
Testing Strategies
Testing approaches during and after implementations
Deployment use case examples
Upgrading to 11.1.2.4 and Other Technical Considerationsfinitsolutions
In June, Finit hosted the last in our 5-part series on the new Oracle EPM version 11.1.2.4, which was released in February of this year. Finit has done extensive testing in our own labs on version 11.1.2.4 and we have several clients migrating to 11.1.2.4 now. During this webinar we will be focusing primarily on the technical aspects around upgrading to 11.1.2.4. We will also be taking a detailed look into some options for deploying your EPM environment, performance, and managing the environment(s). Join us for details on items such as:
Upgrading to 11.1.2.4
Technical Options for your upgrade and how these effect the cost and timeliness of your project
"In-Place" upgrade versus 'New- Hardware'
Benefits of Virtualization
Exalytics - what does it mean for the future of Oracle EPM (and more specifically....HFM)
Third Party Compatibility
Disaster & Recovery / High Availability
What do these key terms really mean and does your organization actually 'practice what they preach' when it comes to this area?
Presenter: Dawn Mathews & Frank Zidar
Oracle's latest Hyperion release, version 11.1.2.4, is loaded with new enhancements designed for both the business user and technical support team.
The first webcast in our 11.1.2.4 series will provide you with a consolidated overview of the Top 5 New Features and the business challenges they address.
Upgrading to Oracle Hyperion Enterprise Performance Management 11.1.2.3 and B...OAUGNJ
Release 11.1.2.3—and beyond—of the Oracle Hyperion enterprise performance management family of applications delivers significant new application and technical functionality. This session discusses the details of the upgrade’s technical enhancements, provides practical advice on how to plan and execute an upgrade, and discusses the benefits of using the latest release, 11.1.2.3.500, of the Oracle Hyperion EPM platform. It includes case studies of customers that have upgraded and are seeing the benefits.
Oracle Essbase Analytics Link (formerly known as HyperRoll) is a product in the EPM suite that allows HFM data to be accessed through one (or more) Essbase applications. This application facilitates the real-time or on-demand transfer of financial information from Oracle Hyperion Financial Management to Oracle Essbase for enhanced reporting and analysis.
In this webinar we will introduce the product by exploring the following topics:
What is Essbase Analytics Link?
Is it anything like Extended Analytics?
What are the benefits to using Essbase Analytics Link in your EPM application suite?
How do you use Essbase Analytics Link?
Is it hard to set up these applications? Do you need to be an Essbase expert?
How often is the HFM data updated via Essbase Analytics Link?
Can the process be automated?
OneStream Functionality You Might Not be Using (But Should Be)finitsolutions
OneStream has really made a splash since being formally introduced in 2012. Finit Solutions partnered early with OneStream to gain insight into a next generation tool designed by the original creators of HFM and FDM. As of June, 2015 Finit Solutions is involved with 15 OneStream implementations including the very first OneSteam XF client. In the past 3 years we have gained knowledge working with clients on their projects which may be useful to other clients. In this session, we will dig in to a variety of solutions to improve, enhance, and simplify your OneStream implementation or administration. We will go through:
Creating member lists (like all IC accounts), without Business Rules (using where clauses)
Using VB.Net Math functions (like ABS) to simplify confirmation rules
Truly blank rows in a cube view
Pulling Exchange rates into the cube, so they can be used in cube view/ quick view.
Cross-cube calculations
Loading data to "BeforeAdj"
Importing a Matrix Excel file thru workflow
Force Translate to reporting currency (using 3.5 Auto Translation Currencies functionality)
Control which entities are subject to confirmation rules
Pulling Beginning Balances from a different scenario
Presenter: Phil Brosnan
Getting the Most Out of FDM - Integrating with Essbase and Planningfinitsolutions
FDM offers a centralized platform for collecting data from all areas of the organization and a standardized approach to data validation and loading. Its intuitive interface, powerful audit trail, repeatable end-user driven workflow and out of the box reports have made it an integration staple to consolidation systems such as HFM and Enterprise.
With an adapter specifically designed to integrate with Essbase and Planning FDM can be a solution for those applications as well. We will take a look at successful FDM to Essbase and Planning implementations and how FDM can be configured in ways that lead to successful integrations.
Managing Your Hyperion Environment – Performance Tuning, Problem Solving and ...eCapital Advisors
Casey Ratliff from eCapital Advisors provides recommendations on Oracle - Hyperion performance tuning at a Hyperion User Group meeting in Minnesota.
Diagnostics/Troubleshooting
- Where are all the logs
- Using Log Analysis Utility
- EPM System Registry
- Deployment Report
- EPM Diagnostic –Validation
- Zip to Logs
Changes that can improve performance
- Java Heap
- Data Connections
- Essbase/
Casey Ratliff, Lead System Architect
http://www.eCapitalAdvisors.com
Practice Leads Reid Kerr and Russ Rogers hosting a live webinar on Financial Data Management Enterprise Edition on Tuesday, December 2nd, 2014. The slides highlight the functionality of this release, upgrade considerations and implementation highlights.
Includes the drill back and audit functionality of FDMEE that is helping organizations create seamless data flows from source to reporting in an easy to use, administer and maintain package.
In less then 60minutes you will gain:
An Understanding of FDMEE
Comparison of FDM and FDMEE Variations
FDMEE functionality
Exciting and Informative Live Demo (hint: drillback)
Things you need to know to get started with FDMEE
Next Steps:
Take the 4 hour Conservative approach or 2 Day Deep Dive Exploration to learn how FDMEE works in your environment
FDM, ERPi, EPMA, DRM, EAL - Understanding the Alphabet Soup of IntegrationAlithya
The EPM system continues to expand and more implementations are utilizing multiple products. A myriad tools and techniques exist to manage data and metadata integration within the EPM suite. This session will explore the different options available and how they can be used independently as well as in concert with one another. The strengths and limitations of each toolset will be explored. Client examples will be used to highlight real world implementations, leading/best practices as well as lessons learned.
What's New In Hyperion Planning 11.1.2.4?US-Analytics
What's new in Planning 11.1.2.4? Everything.
This session features a 30-minute demo of the latest Planning release, focusing on the most significant changes.
The Support Policies and Technological Details you need to make informed decisions
As you are probably aware, it has been challenging to understand and navigate On-Premise Oracle Support Policies and Third-Party Compatibility (Excel, Windows, SQL, IE, etc.). Fortunately, we are here to help as it impacts all of us in the Oracle-Hyperion world in terms of planning for future projects, and deciding when (or if) to upgrade. At Finit, we have worked through various scenarios for our clients after distilling all this information from Oracle. We have condensed this down into a 30-45 minute presentation which will review how the Oracle EPM Roadmap affects you along with the various options available.
Topics:
The 'State of EPM' and a review of Oracle EPM versioning and support dates.
End of Premier Support for 11.1.2.3, March 2018, what does this mean?
What are your options? What are your peers planning moving forward? What should your organization be thinking through?
Who Should Attend:
We will cover a range of topics geared toward the state of EPM, Premier Support and options moving forward. Attendees should include:
Finance/Accounting Leaders within your organization looking to enhance knowledge within their EPM systems and the current EPM roadmap.
System Administrators and technical support personnel eager to understand the Oracle Roadmap and how it affects them.
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
Lumberjack: Finit's Oracle EPM - Hyperion System Monitoring Toolfinitsolutions
Actionable insight on how your Oracle EPM system is performing and how to fix it
As we all know, the back-end of our Oracle EPM systems have become more and more complex. Not only does it take longer to install, but it requires both Hyperion experience and IT involvement to properly monitor and support the environment. Finit's Infrastructure Group has been involved with some of the most complex Oracle EPM environments in the United States. As a result, we have developed our own in-house tools to assist clients with Performance Monitoring, System Tracking, System Logging, Crash Analysis, and Infrastructure Best Practices. Finit has refined these tools and has incorporated them into a packaged solution called Lumberjack.
Please join us on Friday July 20th to learn about Lumberjack. Frank Zidar, head of Finit Infrastructure, will be your host. In this webinar we will provide an overview of Lumberjack and discuss how several clients are leveraging the tool to monitor their Oracle EPM environment's efficiency / performance and triage degradation in performance, systems errors, and alerts. As a result of the use of Lumberjack, many organizations have gained better insight into how to keep their EPM environments healthy and keep end users happy!
Presenter: Frank Zidar
Date: 07/13/2018
Finit - What's Trending: Topics on the Cloud and Infrastructurefinitsolutions
As you are likely aware, we are in a period of tremendous IT-related change in the EPM / CPM solution space. With the acceptance of virtualization to the rise of cloud computing, more options and decisions currently exist that impact how the CFO organization deploys and uses their EPM / CPM solutions. Finit will be conducting an IT-focused webinar geared to business users that will explain the options and decisions that exist for the CFO organization. In this webinar, we will discuss the key IT trends business users should be aware of and how Finit's two software partners, OneStream and Oracle Hyperion, are addressing these trends.
During this webinar, we will review the following:
Cloud computing and key topics
The different types of cloud computing service models
The different types of deployments
How the EPM / CPM software vendors are addressing solutions for the cloud
Overall infrastructure and platform key topics
Virtualization
Key drivers of performance
Backup and recovery approaches
Testing Strategies
Testing approaches during and after implementations
Deployment use case examples
Upgrading to 11.1.2.4 and Other Technical Considerationsfinitsolutions
In June, Finit hosted the last in our 5-part series on the new Oracle EPM version 11.1.2.4, which was released in February of this year. Finit has done extensive testing in our own labs on version 11.1.2.4 and we have several clients migrating to 11.1.2.4 now. During this webinar we will be focusing primarily on the technical aspects around upgrading to 11.1.2.4. We will also be taking a detailed look into some options for deploying your EPM environment, performance, and managing the environment(s). Join us for details on items such as:
Upgrading to 11.1.2.4
Technical Options for your upgrade and how these effect the cost and timeliness of your project
"In-Place" upgrade versus 'New- Hardware'
Benefits of Virtualization
Exalytics - what does it mean for the future of Oracle EPM (and more specifically....HFM)
Third Party Compatibility
Disaster & Recovery / High Availability
What do these key terms really mean and does your organization actually 'practice what they preach' when it comes to this area?
Presenter: Dawn Mathews & Frank Zidar
Oracle's latest Hyperion release, version 11.1.2.4, is loaded with new enhancements designed for both the business user and technical support team.
The first webcast in our 11.1.2.4 series will provide you with a consolidated overview of the Top 5 New Features and the business challenges they address.
Upgrading to Oracle Hyperion Enterprise Performance Management 11.1.2.3 and B...OAUGNJ
Release 11.1.2.3—and beyond—of the Oracle Hyperion enterprise performance management family of applications delivers significant new application and technical functionality. This session discusses the details of the upgrade’s technical enhancements, provides practical advice on how to plan and execute an upgrade, and discusses the benefits of using the latest release, 11.1.2.3.500, of the Oracle Hyperion EPM platform. It includes case studies of customers that have upgraded and are seeing the benefits.
Oracle Essbase Analytics Link (formerly known as HyperRoll) is a product in the EPM suite that allows HFM data to be accessed through one (or more) Essbase applications. This application facilitates the real-time or on-demand transfer of financial information from Oracle Hyperion Financial Management to Oracle Essbase for enhanced reporting and analysis.
In this webinar we will introduce the product by exploring the following topics:
What is Essbase Analytics Link?
Is it anything like Extended Analytics?
What are the benefits to using Essbase Analytics Link in your EPM application suite?
How do you use Essbase Analytics Link?
Is it hard to set up these applications? Do you need to be an Essbase expert?
How often is the HFM data updated via Essbase Analytics Link?
Can the process be automated?
OneStream Functionality You Might Not be Using (But Should Be)finitsolutions
OneStream has really made a splash since being formally introduced in 2012. Finit Solutions partnered early with OneStream to gain insight into a next generation tool designed by the original creators of HFM and FDM. As of June, 2015 Finit Solutions is involved with 15 OneStream implementations including the very first OneSteam XF client. In the past 3 years we have gained knowledge working with clients on their projects which may be useful to other clients. In this session, we will dig in to a variety of solutions to improve, enhance, and simplify your OneStream implementation or administration. We will go through:
Creating member lists (like all IC accounts), without Business Rules (using where clauses)
Using VB.Net Math functions (like ABS) to simplify confirmation rules
Truly blank rows in a cube view
Pulling Exchange rates into the cube, so they can be used in cube view/ quick view.
Cross-cube calculations
Loading data to "BeforeAdj"
Importing a Matrix Excel file thru workflow
Force Translate to reporting currency (using 3.5 Auto Translation Currencies functionality)
Control which entities are subject to confirmation rules
Pulling Beginning Balances from a different scenario
Presenter: Phil Brosnan
Getting the Most Out of FDM - Integrating with Essbase and Planningfinitsolutions
FDM offers a centralized platform for collecting data from all areas of the organization and a standardized approach to data validation and loading. Its intuitive interface, powerful audit trail, repeatable end-user driven workflow and out of the box reports have made it an integration staple to consolidation systems such as HFM and Enterprise.
With an adapter specifically designed to integrate with Essbase and Planning FDM can be a solution for those applications as well. We will take a look at successful FDM to Essbase and Planning implementations and how FDM can be configured in ways that lead to successful integrations.
Managing Your Hyperion Environment – Performance Tuning, Problem Solving and ...eCapital Advisors
Casey Ratliff from eCapital Advisors provides recommendations on Oracle - Hyperion performance tuning at a Hyperion User Group meeting in Minnesota.
Diagnostics/Troubleshooting
- Where are all the logs
- Using Log Analysis Utility
- EPM System Registry
- Deployment Report
- EPM Diagnostic –Validation
- Zip to Logs
Changes that can improve performance
- Java Heap
- Data Connections
- Essbase/
Casey Ratliff, Lead System Architect
http://www.eCapitalAdvisors.com
Practice Leads Reid Kerr and Russ Rogers hosting a live webinar on Financial Data Management Enterprise Edition on Tuesday, December 2nd, 2014. The slides highlight the functionality of this release, upgrade considerations and implementation highlights.
Includes the drill back and audit functionality of FDMEE that is helping organizations create seamless data flows from source to reporting in an easy to use, administer and maintain package.
In less then 60minutes you will gain:
An Understanding of FDMEE
Comparison of FDM and FDMEE Variations
FDMEE functionality
Exciting and Informative Live Demo (hint: drillback)
Things you need to know to get started with FDMEE
Next Steps:
Take the 4 hour Conservative approach or 2 Day Deep Dive Exploration to learn how FDMEE works in your environment
Finit how to let go - enterprise archive appsfinitsolutions
Hyperion Enterprise was a great finance tool that revolutionized corporate consolidations and reporting. For some, Enterprise was so great that it's still very hard to let it go!
You may have converted from Enterprise to HFM or OneStream years ago, but you still have 5 or 10 years of historical data in your current system. A few times a year, your CFO or Tax Department asks a question that you can only answer by jumping back into Hyperion Enterprise.
At the same time, you're getting pressure from IT to shut the Enterprise servers down. The risks and costs associated with maintaining 6 year-old unsupported software continue to grow, your budget is slim to none and the timeline for the project is week or two.
What's an Admin to do?
Webinar Topics:
Archiving Enterprise applications in HFM or OneStream
The Flat App Conversion timeline (this can be converted quickly)
How an Enterprise-to-HFM or Enterprise-to-OneStream Flat App conversion can be completed without a full-scale implementation at very low cost
How an Enterprise Archive brings all the data you need from Enterprise
How to replicate the relative simplicity of Enterprise in a 'flat' application
How to design an application to replace the different ways you're still using Enterprise today
How to avoid recalculating, re-translating and re-consolidating data in HFM or OS to match Enterprise logic
How to migrate and reconcile historical data quickly
Data Integration with Hyperion- Why is this Important?Emtec Inc.
FDMEE brings together the power of ODI and the business process intelligence of FDM in one package. With the ability to drillback to source systems FDMEE solves the question of what, when, why.
FDM & ERPi with Essbase - Streamlining Data Integration and Challenging DogmaAlithya
For more than a decade Essbase has provided a number of techniques to import data. As FDM and ERPi continue to become an integral component of the EPM suite, more and more people question - do we need FDM? We will explore the key benefits that FDM offers for Essbase including dynamic calc script execution, an end user controlled data integration process, detailed audit trails and lights out automation. ERPi further enhances the value add with drill through to the transactions within the source system.
EPM, ERP, Cloud and On-Premise – All options explained - OOW CON9532Ray Février
Oracle Enterprise Performance Management provides multiple and extensive integration options with both Oracle and non-Oracle enterprise resource planning systems, both on premises and in the cloud. This session explains all the options and their respective benefits, plus it discusses the future roadmap for integration functionality.
EPM Day San Francisco - Oracle DRM Success FactorsAlithya
Patrick Lehner and Chad MacKendrick from Edgewater Ranzal presented at Oracle EPM Innovation Day in San Francisco on Oracle Data Relationship Management: Common Success Factors of Rapid DRM Deployments
Oracle EPM Day Philadelphia - What is your Cloud Strategy?Alithya
Randy Schmitz of Edgewater Ranzal presented at Oracle EPM Day in Philadelphia on What is your Cloud strategy?
Approaches to Extending your Oracle Technology Investment
Oracle’s Supplemental Data Manager (SDM) module is designed to capture supplemental information in a structured process. A presentation on how UHS was able to replace a long list of Excel-based schedules with SDM and automate the data population to make the process more efficient. UHS was able to accommodate schedules used both at the beginning of the close process in order to formulate and validate accruals as well as at the end of the close process for reporting purposes.
Collaborate 2018: Hyperion and PeopleSoft - Hands Off AutomationDatavail
In this presentation, we discuss automation tips and techniques that we implemented at Canadian Tire within our Hyperion and PeopleSoft systems. How we moved from manual loads into PeopleSoft to automated loads using DRM and Batch Scripting methods.
Simplify Complex Consolidations and Close Processes with Oracle Financial Con...Alithya
Oracle Financial Consolidation and Close Cloud Service (FCCS) mixes best practices with customization to streamline and enhance the close and consolidation process. This configurable product leverages out-of-the-box content which gives companies the framework needed to deploy an easy-to-use, yet sophisticated, close solution. It requires no infrastructure investments, offers flexible deployment options, and provides fast time-to-value.
In this presentation, we explore the full range of capabilities of this solution, including the orchestration of the close process, supplemental data collection, ease of administration, and more. Find out how FCCS can be used to address the complexities that are encountered with consolidations, such as foreign currency translation, intercompany eliminations, and ownership requirements. We touch on additional features that are improved in the cloud such as process automation, administration, and supplemental data collection. Interact and ask questions to learn more about this world-class solution for close and consolidation applications and decide if it's time for you to make the move to the Cloud!
Is a Hybrid solution right for your company? What does a coexist strategy look like? We compare and contrast approaches ranging from traditional Planning and Budgeting Cloud Service (PBCS) to multiple PBCS applications to hybrid PBCS and On-Premise solutions, and finally cross Oracle Cloud solutions such as PBCS to Oracle Business Intelligence Cloud Services (BICS). Presented by Edgewater Ranzal at Oracle EPM Innovation Day Chicago, December 2015.
Emtec presented and exhibited at the Michigan Oracle Users Summit. “PeopleSoft Can Do That?” will highlight many of the new features that will transform your existing PeopleSoft application, increase end-user effectiveness and maximize your software investment. This presentation will demonstrate the latest features available including the PeopleSoft Test Framework, Pivot Grids, Work Centers and more.
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
Cash Flow Series, Part I: 2-dimensional vs 3-dimensionalfinitsolutions
Join us for part I of our two-part webinar series on cash flow topics We will explore various approaches to everyone's favorite financial report: the cash flow statement. Learn the difference between the 2-dimensional (using 2 HFM dimensions) and 3-dimensional (using 3 HFM dimensions for additional detail) approaches. We will review different ways to tackle each approach and help you decide which one may be a better fit for your business. A brief overview of the Statement of Cash Flows will be provided - no CPA certification required!
In this session you will learn how to:
Better define and understand detailed aspects of the cash flow statement
Differentiate 2-dimensional cash flow vs. 3-dimensional cash flow
Identify how the approaches, input, and outputs differ between 2-dimensional and 3-dimensional cash flow
Understand and set up 2-dimensional and 3-dimensional cash flow in your HFM application
Presenter: Matt Spencer
Date: 08/17/2018
A complete review of the use cases and anatomy of the mysterious yet powerful Dynamic Member Lists and Dynamic "Point of View" Member Lists
Have you ever wished you could collect certain supplemental data (e.g. PP&E rollforward) at the parent entity level (e.g. legal entity, market, geographical region) instead of at each base entity in HFM? Have you ever wished you could run a FR Report for a group of entities such as a region by just specifying the region entity in the user Point of View? Have you ever wished you could pull a list of active entities based on the year or scenario selected?\
Your wishes can come true with the use of Dynamic Member Lists and Dynamic "Point of View" Member Lists with HFM data forms and BI+ FR Reports. Join us in this webinar to take a deep dive into the application and construction of these member lists. Whether you are a business user, a Hyperion system administrator, or a developer, you will be enlightened by the information presented.
Attendees will learn:
The difference between Static, Dynamic Member Lists and Dynamic "Point of View" Member Lists
The use cases for Dynamic Member Lists and Dynamic "Point of View" Member Lists in HFM data forms and BI+ FR reports
The construction of the data forms and reports leveraging Dynamic Member Lists and Dynamic "Point of View" Member Lists
Presenter: Mary Chan & Grace Xu
Date: 04/27/2018
Finit - Creative Solutions for FX Analysis in HFM finitsolutions
Finit is honored to host this upcoming joint webinar with our client, YUM! Brands, Inc. Yum! Brands, Inc., based in Louisville, Kentucky, has over 44,000 restaurants in more than 135 countries and territories, Yum! Brands was named to the Dow Jones Sustainability North America Index and among the top 100 Best Corporate Citizens by Corporate Responsibility Magazine. The company's restaurant brands - KFC, Pizza Hut and Taco Bell - are the global leaders of the chicken, pizza and Mexican style food categories. Worldwide, the Yum! Brands system opens over six new restaurants per day on average, making it a leader in global retail development. Jill Baker from Yum! Brands and Mary Chan from Finit will be presenting Creative Solutions for FX Analysis in HFM.
For companies that have local, functional currencies different from the corporate reporting currency FX impact analysis or Constant Rate Analysis may be a simple translation. But many companies today have more complex needs when it comes to FX Analysis. What if your entities submit financial data in the company's reporting currency but operate in a different local currency? For example, an entity in the Czech Republic may have a functional currency in EUR even though the local currency is in CZK. How do you perform FX impact analysis or Constant Rate Analysis for this entity easily in HFM? Yum! Brands has tackled the solution for this in various ways, from the mundane manual calculation in Excel to two different automated creative ways in HFM. In this webinar we will share with you the creative solutions our team and the Yum! Brands team collaborated on to automate translations in HFM.
The webinar will include:
Specific Business Requirements
Application Design Considerations
Setting up the HFM metadata and rules to solve the problem
Execution and end user experience and benefits
Pros and cons of the different options
Presenter: Mary Chan & Jill Baker (Yum! Brands)
Date: 02/23/2018
Before hybrid mode capabilities were available, multiple cube solutions that blended the power of block storage (BSO) and aggregate storage (ASO) cubes were often used to provide the most efficient Essbase solution. These solutions allowed developers to utilize the robust calculation capabilities of BSO along with the rapid aggregation capabilities of ASO. With the availability of hybrid storage mode, these multiple cube solutions can now be simplified into a single hybrid cube.
In this webinar, Dennis Hogan will present:
A case study to:
Determine the impact of using hybrid storage and how it addressed key concerns of a 2 cube solution
Determine how the hybrid approach will optimize performance
The process of converting one multi-cube solution into a single hybrid cube
The good, the bad, and the ugly of the hybrid cube conversion process
The feasibility of a hybrid cube solution - Is it for you?
Presenter: Dennis Hogan
Date: 05/19/2017
Finit Hyperion Planning & PBCS Simplified User Interfacefinitsolutions
Learn how to implement Hyperion Planning's Simplified Interface. Enhance and simplify the user experience with demonstrations of customization techniques and tips for guiding the user through the planning process. See examples of existing applications that were converted from the classic interface to the simplified interface. Leave this webinar knowing how to implement the simplified interface.
Webinar Agenda
Simplified Interface: What is it?
Simplified Interface vs. Workspace
On premise vs PBCS
Tablet / Mobile Access
Customization
Design Considerations: Features not in Workspace
Demonstration
Finit formula and business rule efficiency in one streamfinitsolutions
OneStream is an extremely flexible platform and has really been making a name for itself in the CPM (Corporate Performance Management) market. In addition to everything that the software can do out-of-the-box, at Finit we can customize your application to meet a wide range of complex business requirements. The limits of OneStream's flexibility is based more on the boundaries of consultants' / administrators' imagination and rule building abilities than any real constraints which exist within OneStream itself. Inside OneStream XF there are a variety of modules where rules/calculations can reside and there is ample opportunity for configurations to extend your system's functionality. Types of rules which exist are:
Member Formulas
Business Rules
Transformation Rules
Confirmation Rules
Join us for an explanation of the fundamental principles around creating efficient process and business rules and scripts within OneStream as we focus on:
Minimizing processing time
Decreasing manual application maintenance
Data storage
Script development
Additionally, we will explain Data Buffers / Eval Buffers, and then introduce some of the new functionality that has been developed for the 3.7 release of OneStream XF.
Finit creative solutions for cash flow fx analysis through dashboardingfinitsolutions
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Continuing in our webinar series Finit is proud to present and demo some of the top solutions in Onestream. Join us Friday Aug 19th to learn about our custom developed 3-Dimensional View (aka Audit View) of Cash View
Hear OneStream implementation lead Christine Ong-Estrada review the metadata structure necessary for the 3D View
Advantages of using this method of Cash Flow Reporting and
The use of Dashboards utilized around Cash Flow to guide users through the generation of the Cash Flow Report
In Part II of the presentation, we will detail and demo Application Dashboards that allow you to generate Automated and Dynamic FX Analysis
We will discuss the different reports available
Running a Calculation to save parameters and
Running a Consolidation to calculate the FX Analysis
Lastly, we will focus directly on Dashboards inside of OneStream:
The Actors Workspace - which allows you to set up different sets of Dashboards based on Role (i.e. Accountant, Controller, CFO, etc.)
Guided Reporting
Visual aids - charts, pies, and bars
And much much more...
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
Since its introduction in version 11.1.1.x Oracle Hyperion Profitability Cost Management (HPCM) has allowed companies to gain a deeper level insight into their business performance than ever before. Join us to hear how clients currently tackle profitability questions and how HPCM will help clients provide actionable insights into cost and profitability. We will discuss standard HPCM model functionality, discuss how HPCM drives organizational performance by discovering drivers of cost and profitability, and discuss how you can empower your users with visibility and flexibility to improve resource alignment.
During this webinar we will review the following:
What Profitability means
How clients today answer profitability questions
HPCM models (three models)
Use Cases - How Companies are using HPCM
How HPCM fits into the EPM product suite
Look into HPCM standard model build details
Quick Demo of HPCM model
Features that are available inside the HPCM model
More and more clients are continuing to expand their OneStream investment by radically changing the way they collect information. Given the many ways it's possible to store comments, supporting detail, attachments, etc. OneStream continues to allow users to centralize and streamline their entire close process.
As a continuation of the previous "What's Possible" webinar, we explore the possibilities for collecting "non-numeric" financial data. Find out how companies are using OneStream to efficiently collect and report on:
Supporting Detail - I see a number in OneStream, but what's the detail behind it?
Adjustment Commentary - I want to know who's making an adjustment, when they made it and why?
Supporting Documentation - Where can we store attachments and supporting files that are required for compliance?
User Sign Offs and Questionnaires - Where can we ask questions and collect responses that are required for compliance?
Variance Commentary - why is a number up or down over time or compared to budget?
Bridge Analysis - what's driving the change versus a prior period or versus budget?
Other Miscellaneous Non-Numeric Data Collection Options
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
Finit - what would happen greatest hits and disasters finitsolutions
Ever wonder what would happen if you changed the currency on an entity? Or switched an account to be IsCalculated? Or renamed an account? Have you made metadata changes and loaded the file without the check integrity flag? Oracle ACE Chris Barbieri revisits these and other HFM topics, taking a Mythbusters approach by:
Defining the myths
Setting up the tests
Explaining what happens "under the hood" so you can more deeply understand What would happen if I did... in HFM
Presenter: Chris Barbieri
Date: 02/19/2016
Catagory: Financial Management (HFM)
Finit solutions - Automating Data Loads with FDMEEfinitsolutions
Perhaps you are currently running batch processes in FDM and want to understand how you will replicate the setup in FDMEE in the future. Then again, you may have already implemented FDMEE and are up and running with standard data loads but you are looking to enhance your processes through automation. Either way, this webinar will have something for you! We will answer questions such as:
Where do I start? If there is no Workbench with FDMEE, how do I get to "Tools->Batch Processing"?
What is a batch definition?
If I currently have some custom scripting around my standard batch, how can I handle this in FDMEE?
What are my options for working with multiple batches?
Without Task Manager, how do I schedule batches in FDMEE?
Presenter: Deborah Newborn
Finit solutions - The Benefits of a Rolling Forecastfinitsolutions
In today's highly competitive economic environment, successful companies must rapidly adapt to fluctuations in operational and economic strategies. Having a rolling forecast allows companies to:
Anticipate change and promptly respond to immediate needs
Proactively address long term financial consequences to the business that are not realized through traditional annual forecasting and planning methods.
Extend forecasting cycles further out
Standardize the forecast process
Create forecasts rapidly
Emphasize key drivers
Join Bryan Hogan and Justin Cooper both from Finit's Hyperion Planning team as they discuss the functional benefits of Rolling Forecasts:
What are the key areas of focus for a Rolling Forecast?
How can a Rolling Forecast benefit my company, my division, my Cost Center?
Will a Rolling Forecast create more work for my analysts? Or will it actually reduce work over time?
Why are many companies using rolling forecasts now? And....
How to implement a Rolling Forecast in Hyperion Planning "out of the box" or by utilizing a more customized solution.
Presenter: Bryan Hogan & Justin Cooper
Where Did That Come From? Techniques for Debugging HFMfinitsolutions
Fellow HFM administrators, power users, and anyone else who has had to fix an HFM rule: have you ever wished you could see, understand, and fix what is going on? Have you ever asked yourself:
Where did that error come from?
Why is this number multiplied 12 times?
Is the override number coming from Sub Calculate or Sub Translate?
Does this condition even do anything?
This calculation is incorrectly running on Revenue accounts.
The calculation is correct but I'm not getting any results...
Oracle Ace Chris Barbieri shares multiple techniques for setting up classic vbscript rules to capture debugging information and how to correct these common problems.
Presenter: Chris Barbieri
As more customers consider OneStream for their Corporate Performance Management (CPM) needs we are frequently being asked questions like:
How are other customers using OneStream?
We know how we do "X", but what have you seen other companies do to make "X" better/easier/faster in OneStream?
We want to do "Y", but we aren't sure what it would mean to do "Y" in OneStream?
These questions apply to a wide range of topics. In this and future webinars we will review what Finit has helped companies "do" in regards to the following topics using OneStream:
Automating / Streamlining Cash Flow Reporting
Integrating Multiple Charts of Accounts
Functional versus Natural Account Reporting
Rolling / Seeding Forecasts
Bridge and Variance Analysis
Acquisition Reporting
Multiple Currency Reporting
Hear how Finit has helped companies approach these topics and helped them design and implement solutions that allow them to maximize their OneStream investment.
Presenter: Jay Hampton
www.finitsolutions.com
Redesigning Hyperion Planning - Is going from Block Storage (BSO) to Aggregat...finitsolutions
Oracle's Hyperion Planning is used by thousands of companies around the world for a wide variety of uses - from simple Budget / Plan and Forecast collection to deep predictive analytics. Business requirements commonly change over time which can necessitate a "redesign" of the Planning process and application. Oracle Hyperion Planning has also evolved over the years and opportunities have greatly expanded in terms of data storage, calculation engine, performance, and analytics. Join our webinar to find out how you can leverage these opportunities - whether it be part of a redesign of your existing Planning / Essbase Application or as part of a brand new roll-out.
In this webinar we will walk you through a real life case study of a Hyperion Planning application redesign. Our focus will include:
The challenges of a redesign
Metadata constraints
Performance issues
User experience
Administration
Design options explored
Aggregate Storage Option (ASO) vs Block Storage Option (BSO)
Map to Reporting and Smart Push
Essbase Hybrid
We will explore pros and cons of multiple design options for this application including:
Future Maintenance
Future Metadata updates
Interfaces with:
FDM
HFM
Finally, discover which design won out and why.
Presenter: Cindy Eichner
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
"Impact of front-end architecture on development cost", Viktor TurskyiFwdays
I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
1. Getting the Most out of EPM
Converting FDM to FDMEE
September 18, 2015
Scott Peters (speters@finitsolutions.com)
2. • Founded in 2002
• 75+ employees in 20+ states
• Mostly CPAs, MBAs
• We have extensive Hyperion product and financial reporting
backgrounds
• 50+ Planning / Essbase Clients
• 80+ HFM Clients
• Managed several of the largest EPM projects in the U.S.
• Including the largest roll-out of HFM in North America
• Market Leader in ARM/FCM
• World Leader in FDM implementations and custom
solutions
Finit Overview
3. EPM Services
• Finit Answers
‒ Technical Support
‒ Functional / Admin
Support
‒ Access to Hyperion
SMEs
‒ Dedicated support
team and
guaranteed
response times
‒ Customer Service
Focus
‒ Flexible Time and
Material support
packages
‒ ‘Pay as you Go’
option
• Hyperion Planning &
Essbase
• Oracle Financial Close
Suite
• Infrastructure
• Data Services
• Project / Program
Management
• Redesign /
Enhancements
• Product Upgrades
• Application enhancements /
redesign
• Performance optimization
Dedicated
Support
Upgrades
Full Cycle
Implementations
4. • We make and deliver personalized financial reporting
solutions and experiences.
• By listening, questioning, and analyzing
• By building relationships … not company to company, but
person to person.
• We are Makers and Doers
Why is Finit Here?
5. We Run Finit like a Family
• Invest in our employees
• All owners actively involved in the
business
• No debt or external owners
• Prioritize the customer, not
profitability
• Long term stability
• Hire employees, not subcontractors
• Compensation model based on
client satisfaction
How do we achieve our beliefs?
6. • Our values, on which we ask you to provide consultant
feedback:
Finit Values
7. • Our values, culture, and approach to becoming a trusted
advisor to customers has led to 100% customer success
for every Finit client (225+) and for every Oracle
Hyperion project (450+)
Finit Customer Success
10. Scott Peters
speters@finitsolutions.com
• Partner and Director of
Integration Services
• 10 years Hyperion Experience
• FDM, FDMEE, ODI, ERPi,
HFM, Essbase, Enterprise
• Designed and implemented
some of the most complex
FDM integrations in the world
(HFM, HE, Essbase/Planning
and Data Warehouses)
About the Presenter
11. • What will the utility convert
• What won’t the utility convert
• Prerequisites of the conversion
• Performing the conversion
• Post conversion steps
• FDMEE Nuances
• Intro to Jython
Agenda
13. • Create the Integration with the Target
• Periods and Categories (Global and Application)
• Locations
• Import Formats (.uss scripts will be tagged)
• Validation Entities and Validation Rules
• Logic Groups
• Mapping
• Data
• Data Load Rules
What WILL Convert
14. • User Security
• Object Security
• Scripts
• Custom Reports
• Control Group Locations
• Task Flows
What WILL NOT Convert
15. • FDM version 11.1.1.x and 11.1.2.x are supported
• ERPi with FDM is only 11.1.2.x (11.1.1.3 and 11.1.1.4 will
not migrate)
• ODI Studio must be installed
• Must be able to access the FDM and FDMEE databases
via SQL Developer/SQL Management Studio
• Download the Patch (21379349)
Prerequisites
16. • Look at FDM to see what should convert
Viewing FDM
18. • Database Activities
• Update FDMEE Schema with SQL
• Update FDM Schema with SQL
• Install ODI Components
• Create Logical Schema
• Create Physical Schema
• Import Scenarios
Performing the Conversion
19. • Execute the Metadata Migration
• Set Context
• Set Variables (App Name, object prefix, etc.)
• Execute
• Execute the Data Migration
• Set Context
• Set Variables (App Name, object prefix, periods of data, etc.)
• Execute
• ***Need to repeat these steps for each Adapter that you
have in FDM or each FDM application
Performing the Conversion
20. • Need to repeat these steps for each Adapter that you
have in FDM or each FDM application
Performing the Conversion
21. • There could be several items that need to be done after
the conversion is run
• Update Drill Regions
• Review Check Rules
• Update Data Load Rules for filename
• Run SQL if Oracle database due to CAPS issue
• Run SQL to drop the FDM data models from FDMEE database
• Update Calc Sequence for Planning/Essbase apps
Post Conversion
23. • When Importing data, automatically goes to Validate
• Intersection Validation Report no longer has tooltips
• Mapping has an ‘All Mappings’ tab where you cannot
add a rule but can view all types
• When browsing for data in FDMEE Workbench and maps
it is case sensitive
• FDMEE does not log mapping changes yet
Nuances of FDMEE
25. • Indentation is important
• If statements must line up (no end if)
• Case sensitivity
• StrCheck is not the same as strCheck or strcheck
• If analyzing the length of a string or a taking the left 1,
make sure that the length is greater than 0 first
• It is different but it is not that scary!!
Introduction to Jython
30. Questions?
Email us for a copy of the slides
or link to the recording
insights@finitsolutions.com
Past webinars:
www.finitsolutions.com/
webinars
Thank you for attending!
Presenter:
Scott Peters
speters@finitsolutions.com
General Questions:
Greg Barrett
gbarrett@finitsolutions.com
Joe Mizerk
jmizerk@finitsolutions.com
