Hyperion Enterprise is widely and successfully used by many companies for consolidations, reporting, and analysis. Oracle continues to support Hyperion Enterprise and to enhance its features and functionality with each new release. At the same time, Oracle has also created a utility that may help companies accelerate a conversion from Hyperion Enterprise to Hyperion Financial Management (HFM).
You will learn about the new Extraction Utility in Hyperion Enterprise. This utility enables you to extract your Hyperion Enterprise metadata, lists, journals, data, and logic in formats that are compatible with other consolidation products, such as HFM. Although the Extraction Utility is not intended to be a turn-key solution for upgrading from Hyperion Enterprise to HFM, it may provide a ‘starting point’ for some companies as they begin their conversions.
In addition to the Extraction Utility, you will also learn about other new features and functionality in Hyperion Enterprise 6.5.1, including data drill-back to FDM, enhancements to the backup/restore utility, and sort/search features in Hyperion Enterprise Reporting.
This webinar will take you through one of the areas that we get the most questions on. What are the basic elements of the EPM infrastructure and how do they interact? How are EPM projects scoped from the infrastructure side? What do finance people need to know when it comes to the technical infrastructure of their EPM environment? How can it impact them?
Finit solutions webinar troubleshooting hfm like a pro 09232011finitsolutions
Become more self sufficient with your behind the scenes HFM tasks.
One of the great benefits of HFM, a powerful Oracle Hyperion EPM solution used by tens of thousands of users worldwide, is that it can be easily maintained by the finance department with minimal IT support. An effective HFM administrator can successfully diagnose, troubleshoot, and resolve errors and issues. They also know when to involve technical support resources. In the next webinar you’ll learn tips to help you become a more effective HFM problem solver. Topics covered will include:
Basic HFM server infrastructure
Logs - How to investigate errors and identify their root causes
Error Resolution
Categories
Metadata
Rules
Journals
Process Management
Security
Causes – how to tell if they are
Application-based
Server-based
Connectivity-based
Finit solutions webinar er pi - how does it work with fdm and the epm suite-m...finitsolutions
Oracle Financial Data Quality Management (FDM) is an integral part of the EPM suite used by clients for loading data to Oracle Hyperion applications throughout the world every day. It has been the tool relied upon over the past decade for consistency, reliability and accountability in collecting financial data. With the FDM Adapter Suite comes the Oracle ERP Integrator (ERPi). ERPi enables FDM users additional integration to seamlessly load metadata and data from select ERP systems to their EPM applications. This works with the core FDM application to allow the benefit of integration with FDM drill back for Oracle general ledgers, as well as drill back from Planning, Financial Management, Financial Reporting, and Smartview through ERP Integration Suite or FDM to other source General Ledgers.
This webinar will introduce you to ERPi, how it might be implemented to work with the core FDM application and other EPM applications. We will cover the following:
Overview of ERPi
Architecture
Data Flow
EBS example
Using ERPi and FDM together
Benefits
FDM set-up
ERPi enhancements for 11.1.2.2 release
New source systems
New FDM like features
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).
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
This webinar will take you through one of the areas that we get the most questions on. What are the basic elements of the EPM infrastructure and how do they interact? How are EPM projects scoped from the infrastructure side? What do finance people need to know when it comes to the technical infrastructure of their EPM environment? How can it impact them?
Finit solutions webinar troubleshooting hfm like a pro 09232011finitsolutions
Become more self sufficient with your behind the scenes HFM tasks.
One of the great benefits of HFM, a powerful Oracle Hyperion EPM solution used by tens of thousands of users worldwide, is that it can be easily maintained by the finance department with minimal IT support. An effective HFM administrator can successfully diagnose, troubleshoot, and resolve errors and issues. They also know when to involve technical support resources. In the next webinar you’ll learn tips to help you become a more effective HFM problem solver. Topics covered will include:
Basic HFM server infrastructure
Logs - How to investigate errors and identify their root causes
Error Resolution
Categories
Metadata
Rules
Journals
Process Management
Security
Causes – how to tell if they are
Application-based
Server-based
Connectivity-based
Finit solutions webinar er pi - how does it work with fdm and the epm suite-m...finitsolutions
Oracle Financial Data Quality Management (FDM) is an integral part of the EPM suite used by clients for loading data to Oracle Hyperion applications throughout the world every day. It has been the tool relied upon over the past decade for consistency, reliability and accountability in collecting financial data. With the FDM Adapter Suite comes the Oracle ERP Integrator (ERPi). ERPi enables FDM users additional integration to seamlessly load metadata and data from select ERP systems to their EPM applications. This works with the core FDM application to allow the benefit of integration with FDM drill back for Oracle general ledgers, as well as drill back from Planning, Financial Management, Financial Reporting, and Smartview through ERP Integration Suite or FDM to other source General Ledgers.
This webinar will introduce you to ERPi, how it might be implemented to work with the core FDM application and other EPM applications. We will cover the following:
Overview of ERPi
Architecture
Data Flow
EBS example
Using ERPi and FDM together
Benefits
FDM set-up
ERPi enhancements for 11.1.2.2 release
New source systems
New FDM like features
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).
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
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.
As we move into 2015, there are some interesting topics that all Oracle EPM clients should be aware of. New application tools and new methods of delivering solutions to clients are taking center stage. Oracle has continued to move the Hyperion stack to a new platform and release 11.1.2.4 makes good on their commitment. Having knowledge about what is available and what the various options are will be important as organizations look to further define and refine their financial analysis and reporting strategies going forward.
During this webinar Finit Solutions co-founder, Rob Cybulski, will go through product and functional trends along with expected announcements for 2015 that will help your organization plan and be prepared. This webinar will focus on a wide range of product, IT, and functional topics including the following:
• Oracle Hyperion release 11.1.2.4 - what makes this release special?
• Cloud vs. Hosted vs. On-Premise decisions with respect to EPM
• FDM / FDMEE
• Financial Close & Consolidation Trends
• Financial Planning & Analysis Trends
• Product and Customer Profitability Trends
• Data Governance Trends
Presenter: Robert Cybulski
Originally Presented on February 20, 2015
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.
Empowering Enterprise Planning Solutions with Calculation ManagerAlithya
Edgewater Ranzal invited to present Empowering Enterprise Planning Solutions with Calculation Manager at Oracle Hyperion User Group Minnesota (HUGmn) Tech Day 2015. The presentation introduces Calculation Manager, a component of EPMA that lets you create Oracle Hyperion Planning Business Rules in both scripts and graphical mode.
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
Oracle’s latest major release of the Enterprise Performance Management (EPM) suite of applications is the Fusion Edition, and it contains a number of important new features and tools. In Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) specifically, there are some significant enhancements over the System 9 releases that will greatly improve your organization’s ability to perform tightly integrated and controlled consolidation, reporting, and analysis in these tools.
Oracle Premier Support for Hyperion application release 9.3 will expire in January 2012. Premier Support for release 9.2 expires in June 2010, and Premier Support for all earlier versions has already expired. Therefore, if your organization has not already upgraded to the Fusion Edition, you will want to begin learning about the improvements in Fusion and planning an upgrade strategy for your organization.
This webinar will include discussions of:
New HFM features and functionality in Fusion Edition, including Enterprise Performance Management Architect (EPMA) and Calculation Manager
New FDM features and functionality in Fusion Edition, including ERP Integrator for connecting into source ERP systems
Migration options for upgrading existing applications to Fusion Edition
Technical considerations for upgrading to Fusion Edition, including hardware requirements and environment design
Project planning and implementation strategies for migrating to Fusion Edition
By staying on top of the latest features and functionality available, you will continue to get the most out of your EPM applications and continue to provide your organization with faster, more meaningful information for reporting and analysis.
Finit solutions getting the most out of hfm - web data forms tips and tricksfinitsolutions
One of the great features in HFM is the ability to create web data forms in which users can enter data directly, without the need for account mappings, journals, or Smart View sheets. These web data forms can be designed in ways that provide very tight security and control over the data that users can enter into HFM. At the same time, the web data forms can be formatted to be very user-friendly and intuitive, so that users find the process simple and easy to follow.
On September 15, you will learn about the pros and cons of using HFM web data forms versus other methods of getting data into HFM, such as data loads, journals, Smart View, and data grids. We will talk about the considerations for each method and why web data forms may or may not be the right choice for various types of data. We will also discuss ways in which data entered via web data forms can be ‘protected’ during iterative trial balance data loads, so that the data entered via web data forms is not erased when loading a trial balance data file in ‘Replace’ mode.
During this webinar, you will also learn some of the more advanced design, formatting, and functions for web data forms, including:
SCalcs
Dimension / member overrides
Colors / fonts / general formatting
Dynamic row expansion
Exporting / importing from Excel
Opening web data forms in Smart View
Finit solutions getting the most out of epm - financial close and disclosur...finitsolutions
Enterprise Performance Management covers the entire spectrum of the closing process, reporting, budgeting, forecasting, and analysis. Oracle Hyperion Financial Close Management is a centralized, web-based management tool that is a member of Oracle’s Enterprise Performance Management Financial Close Solutions. Currently, Oracle Hyperion Financial Close Management includes two modules: Close Manager and Account Reconciliation Manager. The Close Manager module centralizes tasks and activities related to the entire financial close cycle. The Account Reconciliation Manager module focuses on enhancing the General Ledger Account Reconciliation process and is newly released in the 11.1.2.2 version.
In this webinar we will introduce the modules by exploring the following topics:
What is FCM (Financial Close Manager) and ARM (Account Reconciliation Manager)?
What are the benefits to using FCM and/or ARM?
How do you use FCM?
How do you create and assign tasks in FCM?
How do you view Task status in FCM?
How do you use ARM?
Overview of General Ledger Account Reconciliations
How do you create Account Reconciliation Profiles in ARM?
How do you load GL data into ARM?
How do you view Account Reconciliation status in ARM?
New features in 11 1 2 webinar 061610_finalfinitsolutions
You will learn about the new features and functionality in EPM Fusion Edition 11.1.2 for HFM, Planning, Essbase, FDM, Smart View, and Financial Reporting. Topics will include a general overview of the 11.1.2 enhancements as well as specific discussion of new modules in 11.1.2, including Oracle Analytics Link, Public Sector Planning, Financial Close Management, and Disclosure Management.
Finit solutions getting the most out of fdm - fdm reports webinarfinitsolutions
FDM is a great solution to help you standardize your processes and ensure the quality of your data is sufficient. Everyone who works with this product also knows that it comes with a useful set of reports to help you gain further insight into the data that you've collect. Not everyone knows how to make the most out of these reports, so this webinar helps you to do just that.
In this webinar we review all of the reports in the standard FDM set of reports that is shipped with the product. We then show how to make modifications to these standard reports and how to move reports between folders. Changing security access to individual reports as well as folders of reports is covered next. Lastly we who some of the customized reports that FDM have had tailored to meet their specific FDM reporting requirements.
Finit solutions getting the most out of hyperion planning - intro to the pl...finitsolutions
Oracle Hyperion Planning is widely and successfully used by many companies for forecasting and budgeting. When planning for the future, companies must plan not only dollars but also people. To further augment an organization’s capacity collaborative planning of capital expenses is needed. Additional modules are available to help organizations with these plans.
On October 13th, you will learn about the Workforce Planning and Capital Asset Planning modules. To what level of detail is the forecast and budget at your company developed? Should you consider using one or both of these modules? We’ll discuss these modules and various methods of implementation.
Finit solutions getting the most out of epm - 11 1 2 1finitsolutions
Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) have been maturing well over the last several years. The latest releases 11.1.2 and 11.1.2.1 have new features and functionality. Many clients have been waiting for these versions and it warrants a more in-depth review. Finit has been working with these products for over 8 years and we are excited to share our knowledge on these new features.
We are excited to review these new features with you. We’ve been working with very closely with these products since their inception, so we are glad to provide some perspective on what’s changed and what these changes mean to you.
In this webinar you’ll see:
HFM User Interface Updates
Administrative Improvements to:
Calculation Manager
EPMA
HFM Administration
Smart View Enhancements
FDM Updates
Disclosure Management and Financial Close Management Enhancements
Technical Support and Product Compatibility
Upgrade Considerations and Case Studies
HFM and FDM Roadmap – where are things going?
Finit solutions getting the most out of epm an overview of epma-february 2011finitsolutions
If you are managing Planning, Essbase and HFM (or any of these 2) in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data movements, etc. within the Hyperion environment. This webinar will take you through the basics of EPMA setup and configuration and just what EPMA can do.
Finit solutions whats on your mind october 2011finitsolutions
This month we’ve decided to mix it up a little. We spent the hour responding to questions you submitted on the following topics:
HFM / Planning
HFM Eliminations
Cash Flow
USD Overrides
CTA (Currency Translation Adjustments)
Dynamic Accounts
Application Size
Extended Analytics
SmartView
Timeout
Logging Off Users
Entity Hierarchies
HFM / Planning Eliminations
Logs
FDM
Log Files - HFM / FDM
Location Folders
Table Editor
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.
As we move into 2015, there are some interesting topics that all Oracle EPM clients should be aware of. New application tools and new methods of delivering solutions to clients are taking center stage. Oracle has continued to move the Hyperion stack to a new platform and release 11.1.2.4 makes good on their commitment. Having knowledge about what is available and what the various options are will be important as organizations look to further define and refine their financial analysis and reporting strategies going forward.
During this webinar Finit Solutions co-founder, Rob Cybulski, will go through product and functional trends along with expected announcements for 2015 that will help your organization plan and be prepared. This webinar will focus on a wide range of product, IT, and functional topics including the following:
• Oracle Hyperion release 11.1.2.4 - what makes this release special?
• Cloud vs. Hosted vs. On-Premise decisions with respect to EPM
• FDM / FDMEE
• Financial Close & Consolidation Trends
• Financial Planning & Analysis Trends
• Product and Customer Profitability Trends
• Data Governance Trends
Presenter: Robert Cybulski
Originally Presented on February 20, 2015
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.
Empowering Enterprise Planning Solutions with Calculation ManagerAlithya
Edgewater Ranzal invited to present Empowering Enterprise Planning Solutions with Calculation Manager at Oracle Hyperion User Group Minnesota (HUGmn) Tech Day 2015. The presentation introduces Calculation Manager, a component of EPMA that lets you create Oracle Hyperion Planning Business Rules in both scripts and graphical mode.
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
Oracle’s latest major release of the Enterprise Performance Management (EPM) suite of applications is the Fusion Edition, and it contains a number of important new features and tools. In Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) specifically, there are some significant enhancements over the System 9 releases that will greatly improve your organization’s ability to perform tightly integrated and controlled consolidation, reporting, and analysis in these tools.
Oracle Premier Support for Hyperion application release 9.3 will expire in January 2012. Premier Support for release 9.2 expires in June 2010, and Premier Support for all earlier versions has already expired. Therefore, if your organization has not already upgraded to the Fusion Edition, you will want to begin learning about the improvements in Fusion and planning an upgrade strategy for your organization.
This webinar will include discussions of:
New HFM features and functionality in Fusion Edition, including Enterprise Performance Management Architect (EPMA) and Calculation Manager
New FDM features and functionality in Fusion Edition, including ERP Integrator for connecting into source ERP systems
Migration options for upgrading existing applications to Fusion Edition
Technical considerations for upgrading to Fusion Edition, including hardware requirements and environment design
Project planning and implementation strategies for migrating to Fusion Edition
By staying on top of the latest features and functionality available, you will continue to get the most out of your EPM applications and continue to provide your organization with faster, more meaningful information for reporting and analysis.
Finit solutions getting the most out of hfm - web data forms tips and tricksfinitsolutions
One of the great features in HFM is the ability to create web data forms in which users can enter data directly, without the need for account mappings, journals, or Smart View sheets. These web data forms can be designed in ways that provide very tight security and control over the data that users can enter into HFM. At the same time, the web data forms can be formatted to be very user-friendly and intuitive, so that users find the process simple and easy to follow.
On September 15, you will learn about the pros and cons of using HFM web data forms versus other methods of getting data into HFM, such as data loads, journals, Smart View, and data grids. We will talk about the considerations for each method and why web data forms may or may not be the right choice for various types of data. We will also discuss ways in which data entered via web data forms can be ‘protected’ during iterative trial balance data loads, so that the data entered via web data forms is not erased when loading a trial balance data file in ‘Replace’ mode.
During this webinar, you will also learn some of the more advanced design, formatting, and functions for web data forms, including:
SCalcs
Dimension / member overrides
Colors / fonts / general formatting
Dynamic row expansion
Exporting / importing from Excel
Opening web data forms in Smart View
Finit solutions getting the most out of epm - financial close and disclosur...finitsolutions
Enterprise Performance Management covers the entire spectrum of the closing process, reporting, budgeting, forecasting, and analysis. Oracle Hyperion Financial Close Management is a centralized, web-based management tool that is a member of Oracle’s Enterprise Performance Management Financial Close Solutions. Currently, Oracle Hyperion Financial Close Management includes two modules: Close Manager and Account Reconciliation Manager. The Close Manager module centralizes tasks and activities related to the entire financial close cycle. The Account Reconciliation Manager module focuses on enhancing the General Ledger Account Reconciliation process and is newly released in the 11.1.2.2 version.
In this webinar we will introduce the modules by exploring the following topics:
What is FCM (Financial Close Manager) and ARM (Account Reconciliation Manager)?
What are the benefits to using FCM and/or ARM?
How do you use FCM?
How do you create and assign tasks in FCM?
How do you view Task status in FCM?
How do you use ARM?
Overview of General Ledger Account Reconciliations
How do you create Account Reconciliation Profiles in ARM?
How do you load GL data into ARM?
How do you view Account Reconciliation status in ARM?
New features in 11 1 2 webinar 061610_finalfinitsolutions
You will learn about the new features and functionality in EPM Fusion Edition 11.1.2 for HFM, Planning, Essbase, FDM, Smart View, and Financial Reporting. Topics will include a general overview of the 11.1.2 enhancements as well as specific discussion of new modules in 11.1.2, including Oracle Analytics Link, Public Sector Planning, Financial Close Management, and Disclosure Management.
Finit solutions getting the most out of fdm - fdm reports webinarfinitsolutions
FDM is a great solution to help you standardize your processes and ensure the quality of your data is sufficient. Everyone who works with this product also knows that it comes with a useful set of reports to help you gain further insight into the data that you've collect. Not everyone knows how to make the most out of these reports, so this webinar helps you to do just that.
In this webinar we review all of the reports in the standard FDM set of reports that is shipped with the product. We then show how to make modifications to these standard reports and how to move reports between folders. Changing security access to individual reports as well as folders of reports is covered next. Lastly we who some of the customized reports that FDM have had tailored to meet their specific FDM reporting requirements.
Finit solutions getting the most out of hyperion planning - intro to the pl...finitsolutions
Oracle Hyperion Planning is widely and successfully used by many companies for forecasting and budgeting. When planning for the future, companies must plan not only dollars but also people. To further augment an organization’s capacity collaborative planning of capital expenses is needed. Additional modules are available to help organizations with these plans.
On October 13th, you will learn about the Workforce Planning and Capital Asset Planning modules. To what level of detail is the forecast and budget at your company developed? Should you consider using one or both of these modules? We’ll discuss these modules and various methods of implementation.
Finit solutions getting the most out of epm - 11 1 2 1finitsolutions
Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) have been maturing well over the last several years. The latest releases 11.1.2 and 11.1.2.1 have new features and functionality. Many clients have been waiting for these versions and it warrants a more in-depth review. Finit has been working with these products for over 8 years and we are excited to share our knowledge on these new features.
We are excited to review these new features with you. We’ve been working with very closely with these products since their inception, so we are glad to provide some perspective on what’s changed and what these changes mean to you.
In this webinar you’ll see:
HFM User Interface Updates
Administrative Improvements to:
Calculation Manager
EPMA
HFM Administration
Smart View Enhancements
FDM Updates
Disclosure Management and Financial Close Management Enhancements
Technical Support and Product Compatibility
Upgrade Considerations and Case Studies
HFM and FDM Roadmap – where are things going?
Finit solutions getting the most out of epm an overview of epma-february 2011finitsolutions
If you are managing Planning, Essbase and HFM (or any of these 2) in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data movements, etc. within the Hyperion environment. This webinar will take you through the basics of EPMA setup and configuration and just what EPMA can do.
Finit solutions whats on your mind october 2011finitsolutions
This month we’ve decided to mix it up a little. We spent the hour responding to questions you submitted on the following topics:
HFM / Planning
HFM Eliminations
Cash Flow
USD Overrides
CTA (Currency Translation Adjustments)
Dynamic Accounts
Application Size
Extended Analytics
SmartView
Timeout
Logging Off Users
Entity Hierarchies
HFM / Planning Eliminations
Logs
FDM
Log Files - HFM / FDM
Location Folders
Table Editor
FDM is a great solution to help you standardize your processes and ensure the quality of your data. Users of FDM may or may not realize that there are a number of FDM application settings that allow you to control how FDM interacts with your target data systems. In this webinar, you will learn how to change those settings and get more out of FDM.
In this webinar, we will:
Review the basic application and configuration settings in FDM.
Show you how to change the user settings and web settings in FDM to modify FDM's appearance for the end user.
Demonstrate how to change the wording on various FDM menus.
Review the application settings that are specific to different Oracle Hyperion products, including Hyperion Enterprise and HFM.
Show the latest application settings that are available in FDM 11.1.1.2.
Getting the Most out of EPMA: HFM Managing Metadata with EPMAfinitsolutions
Whether you previously used Hyperion Enterprise or managed a classic HFM application, moving to EPMA provides many benefits (but also has unique tricks you should know about!). In this webinar, we will review many of the enhancements that EPMA can bring to metadata management, such as:
• Shared metadata among different products or HFM applications within the same environment
• Comparisons of changes between what is loaded and what you are about to load
• Renaming a base member without losing previously-loaded data
• Enhanced features to identify and exclude orphan members
• Audit trails of metadata changes (“Who changed THAT attribute?” “Um, YOU did!”)
o Some do not always see this as a good thing, but auditors like it…
Of course, there are also a few areas we’ll cover to help you understand some limitations with EPMA and some possible workarounds to certain issues, including:
• Needing to be online to work within the web-based tool
• Must view validation error notifications one at a time on web compared to in a single text file
• Some additional complexity due to more features being available to use
Managing metadata with EPMA is what is being taught in Oracle’s HFM Administration training classes, and we hope that after attending this webinar, you will also discover some benefits to using EPMA with your current or future applications.
Finit Solutions has always prided itself on providing its clients with the highest level of service, whether it was during an on-going project or post-implementation support. In early 2012 we pulled some of our best and most experienced Hyperion Consultants off the road to start up a new group dedicated specifically to Hyperion Support. In this webinar find out about Finit’s extremely unique support offering for both Oracle EPM and Hyperion Enterprise clients. We will be offering details on:
Hyperion Enterprise – where do we go from here? Oracle’s Premiere Level of Support ends in April 2013 – what are my options? Tune in for a full overview of the status of Hyperion Enterprise.
Finit Answers’ unique ‘Pay As You Go’ Offering – this means no Monthly Maintenance Fees!
Managed Services – Both Application and Technical IT Support for your Applications and Environments.
Learn how you can have immediate access to our Experienced SME’s (Subject Matter Experts) for all your Hyperion Products.
See a demonstration of how easy it is to sign up for and use our Virtual Hyperion Support Desk.
Finit solutions troubleshoot fdm like a pro august 2011finitsolutions
Thousands of Oracle users around the world rely on FDM to load data to multitudes of Oracle Hyperion applications every day. It’s become an integral part of the EPM suite of products over the past decade. FDM Administrators are tasked with supporting this high volume of usage, which includes successfully troubleshooting errors that may arise in their applications to provide rapid resolution. To help you get the most out of FDM and become more self sufficient when it comes to administrative tasks, this month’s webinar will focus upon 3 main areas of FDM:
Determining causes of FDM errors
User actions
System / server / IT related
FDM Architecture Overview
FDM Folder Structure
FDM Servers
FDM Database
FDM Error Logs
Reading
Deciphering
Understanding
Finit solutions getting the most out of integrationfinitsolutions
Oracle provides a range of tools for integration activities that cover everything from financial data movement and data quality to metadata management and loading. The thoroughness and flexibility of Oracle’s integration product suite provide customers with a wide range of choices to consider. However, the volume of tools available can make it difficult to determine which ones best fit your organization’s specific requirements.
On January 20, Finit will host a webinar in which you will learn about the differences and business use cases for the following Oracle integration products:
Financial Data Quality Management (FDM)
Oracle Data Integrator (ODI)
Data Integration Management (DIM)
Data Relationship Management (DRM)
Hyperion Application Link (HAL) *Sustaining Support for the last releases ends in June 2010
Enterprise Performance Management Architect (EPMA)
ERP Integrator (ERPi)
‘Classic’ Metadata Management Tools
We will provide examples of typical integration requirements and will discuss the considerations that your company should weigh when selecting from among these integration tools.
Did you know that although Oracle Hyperion Financial Data Quality Management (FDM) inherently allows for a simple process to empower finance end users to manage the data loading process, it can get even easier?
Continually loading, checking and reloading data can be a bottleneck for the analysis, planning and consolidations processes. The combination of FDM’s Batch Loader, Automated Task Manager, and advanced scripting provides complete automation of this integration process.
FDM’s Batch Loader:
“Auto-maps” unmapped dimensions
Provides valuable information to the business analyst on auto-mapped accounts
Notifies the business analyst of any other process issues that came up during the load.
Provides complete visibility to these errors while eliminating key bottlenecks
Shows you a cursory view of the data to check for overall quality issues without wasting valuable time.
Other set-up options and advanced scripting enable you to:
Automatically email error alerts to the system administrator
Provide custom reporting
Run an unmonitored “lights-out” process
Trigger process alerts to the appropriate party(s)
This advanced functionality makes FDM and its Batch Load capability something that can vastly improve the efficiency of your current process. In this webinar, you will learn how to use FDM Batch Loader’s features and functionality to streamline and increase visibility into your data load processes.
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
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
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 - 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
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
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
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.
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 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
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...
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
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
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
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
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.
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/
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.
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
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
"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.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
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
Leading Change strategies and insights for effective change management pdf 1.pdf
Finit solutions getting the most out of enterprise - 6.5.1 and the extraction utility
1. The Finit Solutions Series
Getting the Most out of Hyperion
Enterprise: Release 6 5 1 and theEnterprise: Release 6.5.1 and the
Extraction Utility for HFM
July 14 2010July 14, 2010
Presented by Angie Apple
www.finitsolutions.com
3. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Finit Introduction The Finit Solutions Series
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Consolidation
– Financial Management (HFM)
Hyperion Enterprise
Planning and Business Intelligence
– Planning
Essbase– Hyperion Enterprise
– Financial Close Management
– Disclosure Management
– Essbase
BI+ Reporting Tools
Financial Reporting
Integration
– Financial Data Quality Management
(FDM)
– Financial Reporting
– Interactive Reporting
– Smartview
Web Analysis( )
– Oracle Data Integrator (ODI)
– Data Integration Management (DIM)
– Other (EPMA, ERPi, etc)
– Web Analysis
– Essbase Excel Add‐in
www.finitsolutions.com
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Other (EPMA, ERPi, etc)
4. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Finit’s Enterprise & HFM Experience The Finit Solutions Series
• Finit’s co‐founders were Hyperion Enterprise consultants for a Big Four consulting
company in the 1990s.
i i h h d k l d f i i i h S f
p p
• Finit has the deepest knowledge of Hyperion Enterprise in the country. Some of our
consultants have worked with Hyperion Enterprise since it was Microcontrol.
• Finit also has one of the largest practices of HFM certified consultants in the country. We
assist clients with all aspects of HFM deployments from full lifecycle implementations toassist clients with all aspects of HFM deployments from full lifecycle implementations to
application optimization / redesign activities.
• We design solutions around complex foreign currency analysis (including constant‐rate
reporting), phased financial close calendars, tax reporting, IFRS and US GAAP p g), p , p g,
adjustments, detailed cash flow analysis, and various other advanced accounting
requirements.
• Finit is a member of the Oracle HFM Customer Advisory Board. In this role, we work
directly with product development and quality engineering teams to address future
enhancements to HFM.
• Rob Cybulski, co‐founder of Finit, is the HFM domain lead for the Oracle Applications
User Group’s Special Interest Group
www.finitsolutions.com
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User Group’s Special Interest Group.
5. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Finit’s Client Service The Finit Solutions Series
W t k li t i i l
Finit s Client Service
We take client service very seriously.
Our client service approach has led to 100%
customer satisfaction for every Finit client f y
(125 and counting).
www.finitsolutions.com
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6. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Some Finit Clients The Finit Solutions Series
•
www.finitsolutions.com
‐ 6 ‐
7. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
About the Presenter The Finit Solutions SeriesAbout the Presenter
Angie AppleAngie Apple
aapple@finitsolutions.com
• One of Finit’s 2 founding
partners
• HFM Certified Consultant
• Has been designing and
implementing Hyperion
tools since the 90’s
• Specializes in conversionsp
from Hyperion Enterprise
to HFM
www.finitsolutions.com
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8. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
How to Ask a Question The Finit Solutions Series
Q
www.finitsolutions.com
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9. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Agenda The Finit Solutions Series
• Overview of the Extract Utility
• Overview of the Hyperion Enterprise application to be
Agenda
• Overview of the Hyperion Enterprise application to be
used
• Quick explanation of HFM dimensions• Quick explanation of HFM dimensions
• Demonstration of the utility
• What gets extracted?• What gets extracted?
• What does not get extracted?
Oth f t i H i E t i 6 5 1• Other new features in Hyperion Enterprise 6.5.1
• Upcoming webinars
www.finitsolutions.com
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10. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Overview The Finit Solutions Series
• Hyperion Enterprise 6.5.1 includes a utility that
may accelerate the conversion of an Enterprisemay accelerate the conversion of an Enterprise
application into an HFM application.
h l ll d• This utility allows you to extract metadata,
Account lists, Entity lists, Journals, Data and Logic
f ffrom Enterprise for import into HFM.
www.finitsolutions.com
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11. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
An accelerator not a solutionThe Finit Solutions Series
• Oracle has several disclaimers and mentions many
things to lookout for when using this utilitythings to lookout for when using this utility.
– “Some data and metadata may not get extracted”
“ d d b f ll ll d– “It is not intended to be a full migration. You will need
to make additional changes in order to get correct
consolidated results in HFM”consolidated results in HFM
• It is not a turn‐key solution.
• Using the utility alone doesn’t allow you to take
advantage of new functionality in HFM.
www.finitsolutions.com
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12. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Prerequisites and/or Requirements The Finit Solutions Series
• Need to have a 6.5.1 Enterprise application
R l 6 3 1 d li ill d b d
q q
– Releases 6.3.1 and earlier will need to be removed
before installing the 6.5.1 version of Enterprise
Th d tiliti i l d d i th i t ll f– There are upgrade utilities included in the install for
converting prior versions
HE d th Utilit t b• HE and the Utility must be
installed on the same machine
www.finitsolutions.com
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13. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Prerequisites and/or Requirements The Finit Solutions Series
• If it is necessary to convert older releases (4.7‐
6 4 1) to 6 5 1 make sure the data is consolidated
q q
6.4.1) to 6.5.1 make sure the data is consolidated
with a status of OK before conversion.
www.finitsolutions.com
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14. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HFM Dimensions The Finit Solutions Series
HFM contains 12 dimensions, 8 of which are preset and 4 of
which are optional. The 8 preset dimensions are:p p
1. Scenario – Type of Data (i.e. Actual, Budget, Forecast)
2. Period – Can be the month, Quarter, etc to view the data
l ( )3. Year – Fiscal reporting year (2007, 2008)
4. View – Frequency (Periodic, YTD, QTD)
5. Entity – Hierarchies of the main reporting rollups needed (Legal, Tax,
M t t )Management, etc.)
6. Value ‐ The audit trail of an entity, including local currency, translated / pre‐
elimination amount, elimination amount and post elimination amount
7 Account The HFM application chart of accounts7. Account – The HFM application chart of accounts
8. ICP – Intercompany Partners: The partner entity that the intercompany
relationship is with
www.finitsolutions.com
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15. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HE to HFM: Periods & Years The Finit Solutions Series
HE HFM
Period
Year
www.finitsolutions.com
‐ 15 ‐
16. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HE to HFM: Category ‐> Scenario + Year The Finit Solutions Series
HE HFMHE HFM
www.finitsolutions.com
‐ 16 ‐
17. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HE to HFM: Frequency ‐> View The Finit Solutions Series
q y
HE HFM
www.finitsolutions.com
‐ 17 ‐
18. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HE to HFM: Entity The Finit Solutions Series
y
HE HFM
www.finitsolutions.com
‐ 18 ‐
19. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HE to HFM: Subentity ‐> Value Dimension The Finit Solutions Series
HE HFM
www.finitsolutions.com
‐ 19 ‐
20. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HE to HFM: Acct.Subacct ‐> Account + CustomThe Finit Solutions Series
HE HFM
www.finitsolutions.com
‐ 20 ‐
21. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
HE to HFM: Subaccount ‐> Custom The Finit Solutions Series
HE HFM
www.finitsolutions.com
‐ 21 ‐
22. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Starting the utility The Finit Solutions Series
g y
www.finitsolutions.com
‐ 22 ‐
23. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 23 ‐
24. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 24 ‐
25. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 25 ‐
26. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 26 ‐
27. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 27 ‐
28. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 28 ‐
29. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 29 ‐
30. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 30 ‐
31. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 31 ‐
32. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Running the extraction utilityThe Finit Solutions Series
g y
www.finitsolutions.com
‐ 32 ‐
33. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
What gets extracted? The Finit Solutions Series
• Calendar Settings (creates the HFM Profile, .per)
l
g
• Application Settings
• Security Settings (creates the .sec file as well as
brings over security class tags within dimensions)
• Currency y
• Categories (becomes Scenarios and Years)
• Accounts (hierarchy comes from SUB type logic)• Accounts (hierarchy comes from SUB type logic)
• Sub accounts (becomes a Custom)
www.finitsolutions.com
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34. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
What gets extracted? The Finit Solutions Series
• Intercompany Matching Group
( l d h h d d
g
• Entities (translation and chart methods are tagged
as UDAs)
www.finitsolutions.com
‐ 34 ‐
35. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
What gets extracted? The Finit Solutions Series
• Substructures (this becomes part of the Value
dimension but can be a Custom if needed)
g
dimension but can be a Custom if needed)
• Lists (becomes part of the Member List, .lst)
– Account Lists
– Entity Lists
www.finitsolutions.com
‐ 35 ‐
36. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
What gets extracted? The Finit Solutions Series
• Data (optional, creates .dat files)
d f
g
• Organization By period information
– Ownership
– Shares
– Method
www.finitsolutions.com
‐ 36 ‐
37. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
What gets extracted? The Finit Solutions Series
• Journals (creates .jlf files. Folder is labeled
Journals with subfolders by Category )
g
Journals with subfolders by Category.)
• Jo rnals templates• Journals templates
– Standard Journal Templates without Entities and
Accounts do not load into HFMAccounts do not load into HFM.
– To load the standard template into HFM, enter a valid
entity and account in the journal load file
www.finitsolutions.com
‐ 37 ‐
entity and account in the journal load file.
38. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
What gets extracted? The Finit Solutions Series
• Logic (creates a .rle, Rules file)
Chart logic
g
– Chart logic
– Translation logic
– Consolidation logic g
– Dynamic View logic
– Input logic
– No Input logic
• Logic statements that are not needed or that may not
convert to the correct syntax are included as comment
lines. You must review the converted logic.
www.finitsolutions.com
‐ 38 ‐
39. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Everything does not get extracted The Finit Solutions Series
• Allocation Rules
d l
y g g
• Data Entry Schedules
h d l• Update Rules
• Custom Functions
• Hyperion Schedules
• Reports / Sets /
• SCE Logic Statements
• Consolidation Details Data
Books
• Retrieve Excel Consolidation Details Data
• Parent Entity Data
i bl
• SmartView
• AutoPilot• Conversion Tables • AutoPilot
www.finitsolutions.com
‐ 39 ‐
40. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Post extraction activities The Finit Solutions Series
• There are many things you may need to do after
running the extraction Much of this will dependrunning the extraction. Much of this will depend
on the complexity of the HE application itself.
f l f h k• Here are a few examples of activities to check out,
but this is only a start.
– After loading the extracted files into Hyperion
Financial Management, running a consolidation may
f il b f i tibiliti i th l filfail because of incompatibilities in the rules file.
– Any functions in Chart method referencing a currency
rate account will not generate correct rule statements
www.finitsolutions.com
‐ 40 ‐
rate account will not generate correct rule statements.
41. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Post extraction activities The Finit Solutions Series
– The Entity List flag “Include All Dependents” extracts top‐level
entities in addition to the dependent entities.p
– The Dynamic View account type filter is not extracted for
Account Lists. You will need to manually modify the HFM
b li t fil t i l d th filt f D i Vi tmember list file to include the filter for Dynamic View account.
– Negative amounts in journals do not load into HFM.
– The rules file may contain logic for categories that are notThe rules file may contain logic for categories that are not
extracted.
– If an account is set to IsCalculated=N, it is recommended that
you include the statement HS.CLEAR before any HS.EXP
statement in the extracted Rules file. This ensures the account
cell is cleared prior to performing a calculation.
www.finitsolutions.com
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p p g
42. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Additional Help The Finit Solutions Series
• Additional References
O l ’ E i U ili G id
p
– Oracle’s Extraction Utility Guide
– Oracle’s Hyperion Enterprise Release 6.5.1 Readme
d tdocument
– Oracle’s Hyperion Enterprise Release 6.5.1 Installation
GuideGuide
www.finitsolutions.com
‐ 42 ‐
43. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Key Advice The Finit Solutions Series
• Design your HFM application first!
h h
y
• Determine how you want to use the
dimensionality and functionality of HFM, then
d d h h h l ffdecide whether the extract utility may offer some
time savings for you.
• Don’t let the utility dictate your HFM design!
www.finitsolutions.com
‐ 43 ‐
44. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Other New Features in HE 6.5.1 The Finit Solutions Series
• FDM drill‐back from web data grid (must be on
FDM 11 1 x)FDM 11.1.x)
• Improvements to Application Backup and Restore
l ( f d fUtility (run from Windows Start Menu or from
Autopilot)
• Search and Sort in Reports and Books
• Full list of new features:
– The Finit Minute (Q1 2009 (6.5), Q1 2010(6.5.1))
www.finitsolutions.com
‐ 44 ‐
46. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Upcoming Webinars The Finit Solutions Series
Getting the Most out of Integration:
Upcoming Webinars
Essbase and Oracle Hyperion Planning Integration Options
Join us on August 18 to learn about the various data and metadata integration
options for Essbase and Planning We will discuss the business case and pros / consoptions for Essbase and Planning. We will discuss the business case and pros / cons
of various tools and solutions, including:
•Essbase Integration Services (EIS)
•Oracle Data Integrator (ODI)•Oracle Data Integrator (ODI)
•Enterprise Performance Management Architect (EPMA)
•Financial Data Quality Management (FDM)
•Essbase StudioEssbase Studio
•Additional solutions
To register, go to www.finitsolutions.com/Insights_Webcast.html
www.finitsolutions.com
‐ 46 ‐
47. Th Fi it S l ti S i
Getting the Most out of HE: Release 6.5.1 and the Extraction Utility for HFM
Finit Contacts The Finit Solutions Series
Q ti ?Questions? Angie Apple
aapple@finitsolutions.com
215‐651‐4661
Email us for a
215 651 4661
Ed DeLise (VP of Sales)
d li @fi i l i
copy of the slides or
l k h d
edelise@finitsolutions.com
678‐296‐3611
link to the recording. insights@finitsolutions.com
www.finitsolutions.com
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