Smart View and Financial Reporting TrainingAlithya
The New England Oracle Applications User Group (NEOAUG) hosts bi-annual training and information events for it's members. Edgewater Ranzal is a regular presenter, because of expertise in Oracle applications. In this presentation, Mija Deering presented tips for leveraging SmartView as part of the financial reporting process.
Best Practices for Writing Financial ReportsAlithya
Are you getting the most value from Hyperion Financial Reports? Do you want a more structured approach to writing Hyperion Financial Reports? Edgewater Ranzal presented at UK OUG Applications Conference hints, tips, and best practices for writing Reports that provide value to end users.
Smart View and Financial Reporting TrainingAlithya
The New England Oracle Applications User Group (NEOAUG) hosts bi-annual training and information events for it's members. Edgewater Ranzal is a regular presenter, because of expertise in Oracle applications. In this presentation, Mija Deering presented tips for leveraging SmartView as part of the financial reporting process.
Best Practices for Writing Financial ReportsAlithya
Are you getting the most value from Hyperion Financial Reports? Do you want a more structured approach to writing Hyperion Financial Reports? Edgewater Ranzal presented at UK OUG Applications Conference hints, tips, and best practices for writing Reports that provide value to end users.
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.
Transparency, Productivity and What-If Modeling with HPCMAlithya
A real-life example of an HPCM implementation, replacing an existing cost allocation solution (Prodacapo).
The key features of HPCM will be reviewed, underlining the benefits provided in terms of Productivity, Traceability and Reporting and Analysis.
Proper management of funds allows us to prepare
long-term company development strategy, control
the progress of the most important business processes
and, consequently, to make correct investment decisions.
Finance and controlling are one of the most important
areas in your company, so it is worth ensuring they
function to the highest standard. It is, therefore, necessary
to use appropriate methods and tools.
In this respect, you can rely on SAP solutions – a package
of Hicron’s in-house tools supporting the operation
of the system and training services. Don’t wait, decide
which solutions will bring the most benefits to your
company!
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.
Transparency, Productivity and What-If Modeling with HPCMAlithya
A real-life example of an HPCM implementation, replacing an existing cost allocation solution (Prodacapo).
The key features of HPCM will be reviewed, underlining the benefits provided in terms of Productivity, Traceability and Reporting and Analysis.
Proper management of funds allows us to prepare
long-term company development strategy, control
the progress of the most important business processes
and, consequently, to make correct investment decisions.
Finance and controlling are one of the most important
areas in your company, so it is worth ensuring they
function to the highest standard. It is, therefore, necessary
to use appropriate methods and tools.
In this respect, you can rely on SAP solutions – a package
of Hicron’s in-house tools supporting the operation
of the system and training services. Don’t wait, decide
which solutions will bring the most benefits to your
company!
Top 4 Challenges in Financial Reporting and How to Overcome ThemDisclosureNet
This presentation explores the realities and challenges of financial reporting. Whether it be hiring the right people or keeping track of standards, there are many challenges encroaching on the financial reporting world, but there are also many exciting solutions that will both expedite and improve the financial reporting process.
The aim of the presentation: in simple words with simple illustrations to introduce key concepts in financial reporting, used by telecom companies. (This version is in English)
The board of directors is responsible for ensuring the integrity of published financial statements. This includes working with management to set the parameters for accounting quality and internal controls, and retaining an external auditor to test financial statements for material misstatements.
This Quick Guide reviews the process by which the board carries out this function.
It provides answers to the questions:
• What does the audit committee do?
• How does it oversee financial reporting?
• How often do companies restate financials and why?
• What does the external audit do?
• Do auditors have agency problems?
For an expanded discussion, see Corporate Governance Matters: A Closer Look at Organizational Choices and Their Consequences (Second Edition) by David Larcker and Brian Tayan (2015): http://www.gsb.stanford.edu/faculty-research/books/corporate-governance-matters-closer-look-organizational-choices
Buy This Book: http://www.ftpress.com/store/corporate-governance-matters-a-closer-look-at-organizational-9780134031569
For permissions to use this material, please contact: E: corpgovernance@gsb.stanford.edu
Copyright 2015 by David F. Larcker and Brian Tayan. All rights reserved.
Finit solutions getting the most out of enterprise - 6.5.1 and the extracti...finitsolutions
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.
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?
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.
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 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.
There have been a lot of changes recently in the Oracle EPM world – strategic product direction, new products, new versions, and releases. Finit has continued to grow by advising and helping clients to be prepared. With this Q&A webinar, we’ll spend the hour with our experts responding to questions you submit on any EPM topic you would like to ask:
Your questions are about:
Release 11.1.2.2 Features and Functionality
Planning
Essbase
HFM
Hyperion Enterprise – Oracle made a major announcement in January, how is this affecting your company?
Financial Close Management (FCM) / Account Reconciliation Module (ARM) – how valuable is this for you?
Oracle Integration products: FDM / ERPi / ODI
Smartview, Financial Reporting, EPMA
Oracle / Hyperion Infrastructure – with increasing complexity this has become a hot button for many clients.
Process and Reporting leading practices
Finit Answers – Finit’s Oracle / Hyperion SME support offering. What is it? How can it help you?
Questions like:
What is the value of … feature, module, etc?
Is it possible to …?
What is the best way to set up …?
Our finance management wants to have the system do …. What are our options?
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 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 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.
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.
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.
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
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
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?
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.
Similar to Finit solutions getting the most out of financial reporting january 2011 (20)
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
View(active tab)
Edit
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
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
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.
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
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
"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.
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.
PHP Frameworks: I want to break free (IPC Berlin 2024)
Finit solutions getting the most out of financial reporting january 2011
1. Getting the Most out of HyperionGetting the Most out of Hyperion
Financial Reporting: Tips and Tricks
January 19, 2011
Presented by: Rob CybulskiPresented by: Rob Cybulski
rcybulski@finitsolutions.com
www.finitsolutions.com
2. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Finit Introduction The Finit Solutions SeriesThe 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
Data Integration
– Financial Data Quality Management
(FDM)
– Financial Reporting
– Smartview
– Web Analysis
Essbase Excel Add in( )
– Oracle Data Integrator (ODI)
– Data Integration Management (DIM)
– Other (EPMA, ERPi, etc)
– Essbase Excel AddͲin
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Other (EPMA, ERPi, etc)
3. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Finit’s Reporting Expertise The Finit Solutions SeriesThe Finit Solutions Series
• Finit consultants bring deep experience in external SEC reporting, tax reporting, and
i t l t l i id f i d t i
p g p
internal management analysis across a wide range of industries.
• Our backgrounds in accounting and reporting, combined with our product expertise, make
us uniquely qualified to assist and advise clients on developing reporting packages thatq y q p g p g p g
provide better insight and analysis for management.
• Instead of simply relying on the client to tell us exactly what reports they want built, we
provide value by identifying and suggesting opportunities for enhancements based on ourprovide value by identifying and suggesting opportunities for enhancements, based on our
own knowledge and experience.
• Finit is a member of the Oracle HFM, Planning, FDM and Hyperion Enterprise Customer
Advisory Boards. In this role, we work directly with product development and quality
engineering teams to address future product enhancements.
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4. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Finit’s Client Service The Finit Solutions SeriesThe Finit Solutions Series
We take client service very seriously and our results areWe take client service very seriously and our results are
unmatched in the industry:
Our client service approach has led to 100% customer
satisfaction for every Finit client (134 and counting) forsatisfaction for every Finit client (134 and counting) for
every project (over 225 and counting).
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5. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Some Finit Clients The Finit Solutions SeriesThe Finit Solutions Series
•
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6. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
About the Presenter The Finit Solutions SeriesThe Finit Solutions Series
Rob Cybulski
( )(rcybulski@finitsolutions.com)
• CoͲFounder of Finit Solutions
• 12 years of experience12 years of experience
implementing Hyperion products
• Frequent presenter at Hyperion
conferencesconferences
• Serves as the Hyperion Enterprise
and HFM Domain Lead for
the Oracle Hyperion Specialthe Oracle Hyperion Special
Interest Group
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7. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
How to Ask a Question The Finit Solutions SeriesThe Finit Solutions Series
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8. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Purpose of this Webinar The Finit Solutions SeriesThe Finit Solutions Series
Purpose of this Webinar
• Provide an overview of some key tips and techniques that can help
you improve your Financial Reporting reports, including some
items that are new in Fusion 11. Key items will include:
– Report Annotations (New in Fusion 11)
– Expansions, Related ContentExpansions, Related Content
– DrillͲThrough into FDM(New in Fusion 11)
– Creating Books and adding non reports (New in Fusion 11)
K W k / P f O ti– Key Workspace / Preferences Options
• Discuss Oracle’s roadmap and strategy for Financial Reporting
Note: Finit conducted a webinar in Nov 2009 on Reports that covered
some more format options. Please email
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9. The Finit Solutions Series
Financial Reporting
ComponentsComponents
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10. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Report Annotations The Finit Solutions SeriesThe Finit Solutions Series
Report Annotations
• Reporting Annotations – Option to view textual information
related the report. Differs from cell text in that this applies to the
whole report and can be stored as a conversation.
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11. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Report Annotations The Finit Solutions SeriesThe Finit Solutions Series
Report Annotations
• Reporting Annotations – Creating a New Annotation is easy once
the Annotation section is displayed. Can apply ‘Context’ to
whether commentary applies to whole report or one of the grids
or items on the report. Admin’s can search all the annotations.
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14. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Drill Through to FDM The Finit Solutions SeriesThe Finit Solutions Series
Drill Through to FDM
• Drill Through – option exists now to drill through from a Financial
reporting HTML based report into the FDM underlying detail.
Setting can be enabled on the entire grid. If applicable, an
underline will exist on the report to facilitate a line to drill back on
(similar to Related Content). When launched, a new window(similar to Related Content). When launched, a new window
opens with FDM landing page.
• As always with drill through into FDM detail, the intersection must
be at a base intersection to facilitate the drill through to FDM.
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g
17. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Expansions and Related Content The Finit Solutions SeriesThe Finit Solutions Series
Expansions and Related Content are features that enable end users to view detail
data residing in the same report using Expansions or in a linked report using
R l d C
Expansions and Related Content
Related Content.
• Using Expansion Ͳ You can set up viewing of sameͲreport detail data by enabling
expansion of summary rows and columns A report set up with expansionexpansion of summary rows and columns. A report set up with expansion
enables end users to select a summaryͲlevel row or column and view its related
detail in the same report (drill feature in HTML, then convert to PDF).
• In Expansions, formatting is applied across all members in the expanded dataIn Expansions, formatting is applied across all members in the expanded data
segment. Conditional formatting should be used to address this issue. If you have
detailed formatting or calculation requirements, then you must use single data
segments.
• Using Related Content Ͳ You can select a data cell and set up links to objects in
Financial Reporting. A report set up with Related Content enables end users to
move between documents (going from one report to another)
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move between documents (going from one report to another).
18. The Finit Solutions Series
Expansion and Related Content
ExampleExample
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20. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Books The Finit Solutions SeriesThe Finit Solutions Series
Books
• New in the Fusion 11 releases is the option to add non Financial
reporting documents to a Book package. PDF, PowerPoint, Word
or Text files are available options.
• This is a great improvement to be able to produce a complete
report package of commentary and reports out of Financialreport package of commentary and reports out of Financial
Reporting.
• The documents must be uploaded to the Financial Reporting
Workspace before being inserted. No option exists to browse to a
local file.
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21. The Finit Solutions Series
Adding Documents to Books
ExampleExample
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23. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Default POV The Finit Solutions SeriesThe Finit Solutions Series
Default POV
• Starting with release 11.1.1.3, you have the ability to set an initial default Point
of View for users when running Financial Reports. This applies to all of products
that can use Financial Reporting (HFM Essbase Planning)that can use Financial Reporting (HFM, Essbase, Planning).
• Administrators can modify an XML file that has the default Point of View
information included in it. It is configured via a combination of a properties file
and an XML file for Financial Reporting to apply it (have to be on server)and an XML file for Financial Reporting to apply it (have to be on server).
• The XML and default Point of View applies to a specified database connection
and it is not report specific. All reports that use the database connection will
then have the default Point of View imported with the utilitythen have the default Point of View imported with the utility.
• The file can be different by user. Once a user changes their Point of View, it will
override the initial default Point of View. Report ‘hard coded’ values will
override the POVoverride the POV.
• Security still applies in order to see data. This can help for setting recurring
prompt dimensions like Year, Period or Scenario. However, it may not correct or
help with an initial Entity as not all users may have access to the same entity
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help with an initial Entity as not all users may have access to the same entity
and it may be too time consuming to do by user.
24. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Pushing Preferences The Finit Solutions SeriesThe Finit Solutions Series
Pushing Preferences
• In release 11.1.2, the Jconsole.exe utility lets administrators push Financial
Reporting preferences out to users. This is helpful as opposed to asking users to
update their preferences manuallyupdate their preferences manually.
• The Jconsole.exe preference push can update the following key preferences for
users (partial listing of total amount):
Default Annotation Setting Whether reports will show or not show annotations by– Default Annotation Setting: Whether reports will show or not show annotations by
default.
– Decimal symbol: How a decimal is displayed on a report
– Location of POV: above the report or in a pane– Location of POV: above the report or in a pane
– Merging Equivalent Prompts: default setting on whether equivalent user generated
prompts will be merged or not.
– Preview POV On / Off: default setting for the Preview On / Off preferencePreview POV On / Off: default setting for the Preview On / Off preference
– View Type: Default setting for reports to be generated via HTML or PDF
• The Jconsole.exe utility must be run on the Financial Reporting server.
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25. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Pushing Favorites / Home Page The Finit Solutions SeriesThe Finit Solutions Series
Pushing Favorites / Home Page
• Fusion 11 improved the start up views that users can have. You
have many different options now for what users will see once the
log into the Workspace. Options include:
– Logging directly into a designated application
– Launching the Explore section for the Workspace Repository
– Launching into a Document (Custom HTML or Workspace page) or Favorite
W k h d f lt H P th t b li k d b• Workspace has a default Home Page that can be linked by
Launching into a Document. This file contains a few key items:
– Recently Opened Applications and Reports
– Listing of Favorites for the user
– Links to Personal and Shared Workspace pages.
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26. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Home Page The Finit Solutions SeriesThe Finit Solutions Series
Home Page
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29. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Oracle Roadmap The Finit Solutions SeriesThe Finit Solutions Series
Oracle Roadmap
• As of 11.1.2 (most current release), the following reporting
products are available with each product:
– HFM: HFM System Reports, Financial Reporting, Web Analysis, Smart View, OBIEE+
– Planning: Financial Reporting, Web Analysis, Interactive Reporting, Production
Reporting, OBIEE+, Smart View
– Essbase: All of Planning + Native Essbase reports, Essbase Excel AddͲin
– FDM: FDM Active Reports only
• OBIEE+ integration with the EPM applications has been a key
strategy.
OBIEE i l d lti l d t b t th t i A (D hb d– OBIEE+ includes multiple products, but the two main ones are Answers (Dashboard
capabilities) and BI Publisher (Financial Reports).
– OBIEE is used across other nonͲEPM Oracle applications. The ‘+’ is designated for
EPM integration
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EPM integration.
30. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Oracle Roadmap The Finit Solutions SeriesThe Finit Solutions Series
Oracle Roadmap
• Dashboard Strategy:
– OBIEE+ appears to be the direction for Oracle EPM.
– PreͲpackaged dashboard tool expected for HFM (CFO dashboards)
– Oracle released OSSM (Scorecard & Strategy Mgmt) which runs on OBIEE+. This
integrates with EPM and nonͲEPM systems.
b l i d i i ill i b d b– Web Analysis and Interactive Reporting will continue to be supported but appear to
have limited new development in them.
• Financial Reporting Strategy:
– Financial Reporting continues to have significant new development. It is heavily
integrated with the new Disclosure Mgmt and Financial Close Mgmt and had some
new functionality features in the Fusion 11 releases.
OBIEE+ (BI P bli h ) i t d t b i d i fi i l ti t f EPM– OBIEE+ (BI Publisher) is expected to begin doing more financial reporting out of EPM
applications, but the direction appears to be different than the dashboard strategy
and Financial Reporting is expected to continue to evolve and have new functionality
added to it.
www.finitsolutions.com
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31. The Finit Solutions Series
Contact and Future Webinars
www.finitsolutions.com
32. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Upcoming Webinars The Finit Solutions SeriesThe Finit Solutions Series
Getting the Most out of EPM: An overview of EPMA
p g
On February 16, you will learn about the basic features and functionality of
Enterprise Performance Management Architect (EPMA), including the setup and
configuration. We will explain how EPMA handles metadata management in its dimension
library as well as how multiple applications / hierarchies can be maintained across products
(i HFM d Pl i ) t li ti (HFM A 1 d HFM A 2)(i.e. HFM and Planning) or across separate applications (HFM App 1 and HFM App 2).
Getting the Most out of EPM: Infrastructure for Finance People
This webinar on March 16 will take you through one of the areas that we get the
most questions on. The webinar will cover topics including an overview of the basic
elements of the EPM infrastructure and how the interact. We will discuss some of the
technical components that exist in an EPM environment. The focus will be on what finance
people need to know when it comes to the technical infrastructure for their EPMpeople need to know when it comes to the technical infrastructure for their EPM
environment.
To register, go to www.finitsolutions.com/Insights_Webcast.html
www.finitsolutions.com
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33. Th Fi it S l ti S iTh Fi it S l ti S i
Getting the Most out of Hyperion Financial Reporting: Tips & Tricks
Finit Contacts The Finit Solutions SeriesThe Finit Solutions Series
Questions?
insights@finitsolutions.com
Questions? Rob Cybulski
rcybulski@finitsolutions.com
215 880 2025
Email us for a
215.880.2025
Ed DeLise
copy of the slides or
link to the recording
edelise@finitsolutions.com
678.296.3611
link to the recording. Joe Mizerk
jmizerk@finitsolutions.com
919 349 5029
www.finitsolutions.com
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919.349.5029