This document discusses process management functionality in Oracle Hyperion Financial Management (HFM), including validation accounts, entity hierarchies, and viewing review level status. It also covers phased submissions, which allow financial data to be submitted in phases rather than all at once at the end of the close period. The presentation provides an overview and demo of process management and phased submissions in HFM.
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 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 hfm - intercompany matching and eli...finitsolutions
If you are using HFM for consolidations, then you already know that it is a powerful and complex tool that can vastly improve the analysis and reporting capabilities in your monthly consolidation process. However, one element of HFM that companies often do not use to its full potential is the intercompany matching and elimination functionality. In many cases, companies simply have not had the opportunity to develop a full understanding of all the intercompany features, and have therefore opted not to use them.
In this webinar, you will learn about the metadata and security features that can enable you to take full advantage of HFM’s intercompany matching and elimination functionality. We will discuss how the intercompany dimension, the value dimension, and the account and entity dimensions interact to perform intercompany matching and eliminations at the appropriate levels within your entity structures. You will learn how to analyze intercompany eliminations using data grids, BI+ Financial Reporting, and system intercompany matching reports.
By fully utilizing HFM’s intercompany features, you will not only make your consolidation process much more efficient, but will also provide valuable, detailed intercompany information to both end-users and management. The availability of that intercompany detail can drive critical management decisions and can greatly increase the value of your HFM applications within your organization.
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
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
Beginning Calculation Manager for Essbase and Hyperion Planning Alithya
This presentation will introduce the attendee to Calculation Manager. Calculation Manager is the new tool to create business rules and business rule sets to run against Hyperion Planning and Oracle Essbase. By attending the presentation, the attendee will learn about differences between Calculation Manager and Hyperion Business Rules, as well as see a live demo of the tool to develop and deploy business rules to a Hyperion Planning application.
FDMEE versus Cloud Data Management - The Real StoryJoseph Alaimo Jr
Are you considering or have you recently purchased an Oracle EPM Cloud Service? If so, you've likely heard about Cloud Data Management and how it can satisfy all of your data and master data needs. Sounds like Nirvana, right? Not so fast.
This presentation explores the capabilities of Cloud Data Management and its supporting technologies as well as its on-premises counterpart, FDMEE. It weighs the pros and cons of each option, including software and hardware costs, functionality, and sustainability.
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 - intercompany matching and eli...finitsolutions
If you are using HFM for consolidations, then you already know that it is a powerful and complex tool that can vastly improve the analysis and reporting capabilities in your monthly consolidation process. However, one element of HFM that companies often do not use to its full potential is the intercompany matching and elimination functionality. In many cases, companies simply have not had the opportunity to develop a full understanding of all the intercompany features, and have therefore opted not to use them.
In this webinar, you will learn about the metadata and security features that can enable you to take full advantage of HFM’s intercompany matching and elimination functionality. We will discuss how the intercompany dimension, the value dimension, and the account and entity dimensions interact to perform intercompany matching and eliminations at the appropriate levels within your entity structures. You will learn how to analyze intercompany eliminations using data grids, BI+ Financial Reporting, and system intercompany matching reports.
By fully utilizing HFM’s intercompany features, you will not only make your consolidation process much more efficient, but will also provide valuable, detailed intercompany information to both end-users and management. The availability of that intercompany detail can drive critical management decisions and can greatly increase the value of your HFM applications within your organization.
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
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
Beginning Calculation Manager for Essbase and Hyperion Planning Alithya
This presentation will introduce the attendee to Calculation Manager. Calculation Manager is the new tool to create business rules and business rule sets to run against Hyperion Planning and Oracle Essbase. By attending the presentation, the attendee will learn about differences between Calculation Manager and Hyperion Business Rules, as well as see a live demo of the tool to develop and deploy business rules to a Hyperion Planning application.
FDMEE versus Cloud Data Management - The Real StoryJoseph Alaimo Jr
Are you considering or have you recently purchased an Oracle EPM Cloud Service? If so, you've likely heard about Cloud Data Management and how it can satisfy all of your data and master data needs. Sounds like Nirvana, right? Not so fast.
This presentation explores the capabilities of Cloud Data Management and its supporting technologies as well as its on-premises counterpart, FDMEE. It weighs the pros and cons of each option, including software and hardware costs, functionality, and sustainability.
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.
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.
Effective Executive Status Reporting Webinar By KW3 ConsultingKirk Williams
PROGRAM SUMMARY
We have all been there and experienced it – trying to figure out the best way to communicate status to senior leadership. Complex initiatives are challenging enough as it is. Getting the right information and data points at the right level is critical so key decisions can be made to keep the initiative moving. Achieving the right level of communication can be a challenge. If not achieved, senior leadership alignment and support will be at risk. Join your fellow colleagues to discover:
• The different levels of status reporting
• Understand what executives really care about
• Effective communication techniques with executives
• Tips for effective executive status reporting
This presentation is from a recorded webinar broadcast on 22 January 2016. We focus on the areas of SAM that we see as having the biggest impact on reducing the cost and complexity for IT budget managers.
This will focus on the 4Ps of SAM: People; Process; Products; Partners, and we will look at the tangible benefits to maturing in each area.
Different Phases of ERP Implementation | OptiProERP OptiProERP India
ERP implementation methodology guides the implementation team through the implementation process of the ERP system. It is comprised of phases, deliverables, and tasks. No matter how well your ERP solution has been implemented, the ultimate value is delivered only by the methodology.
Mobilizing Recruiting and Admissions webinarSalesforce.org
In a world where we are no longer tethered to our desks, we need better mobile solutions to be effective and efficient when on the go. Join us to learn how MIT Sloan School of Management rolled out a mobile application review solution so that admissions could review applications online and offline. MIT will not only demo the mobile app, but also share how integration with Salesforce helped them streamline the MIT EMBA admissions process, make better decisions faster, and successfully manage over 200 students throughout the 20-month program.
Who Should Attend:
- Recruiting
- Admissions
- Enrollment Management
- Academic Affairs
- IT
Speakers:
Jonathan Lehrich, Program Director and Lecturer, MIT Executive MBA at MIT Sloan School of Management
Angel Navedo, Director, TargetX
Change Request Management (ChaRM) tool in SAP Solution Manager addresses the challenges described in the previous slide.
It enables to manage and control changes within system landscape from a central SAP Solution Manager system.
It integrates SAP CRM business transaction functionality for managing request for change and allows you to process your projects universally from change management and project planning, through resource management and cost control, to the physical transport of the changes from the development environment into the production environment.
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
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
Finit - what would happen greatest hits and disasters finitsolutions
Ever wonder what would happen if you changed the currency on an entity? Or switched an account to be IsCalculated? Or renamed an account? Have you made metadata changes and loaded the file without the check integrity flag? Oracle ACE Chris Barbieri revisits these and other HFM topics, taking a Mythbusters approach by:
Defining the myths
Setting up the tests
Explaining what happens "under the hood" so you can more deeply understand What would happen if I did... in HFM
Presenter: Chris Barbieri
Date: 02/19/2016
Catagory: Financial Management (HFM)
Finit solutions - Automating Data Loads with FDMEEfinitsolutions
Perhaps you are currently running batch processes in FDM and want to understand how you will replicate the setup in FDMEE in the future. Then again, you may have already implemented FDMEE and are up and running with standard data loads but you are looking to enhance your processes through automation. Either way, this webinar will have something for you! We will answer questions such as:
Where do I start? If there is no Workbench with FDMEE, how do I get to "Tools->Batch Processing"?
What is a batch definition?
If I currently have some custom scripting around my standard batch, how can I handle this in FDMEE?
What are my options for working with multiple batches?
Without Task Manager, how do I schedule batches in FDMEE?
Presenter: Deborah Newborn
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.
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
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
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.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
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.
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Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
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Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
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.
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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.
Mission to Decommission: Importance of Decommissioning Products to Increase E...
Finit solutions getting the most out of hfm process management and phased submissions
1. The Finit Solutions Series
Getting the Most out of HFM:
Process Management and ocess a age e t a d
Phased Submissions
December 15 2010December 15, 2010
Presented by Scott Sawers
www.finitsolutions.comwww.finitsolutions.com
2. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
About the presenter The Finit Solutions Series
About the presenter
Scott Sawers
ssawers@finitsolutions.com
• Finit’s HFM Co‐Director
• HFM Certified Consultant
(Oracle HFM 11 Certified
Implementation Specialist)
• HFM Design Architect,
specializing in conversions from
Enterprise to HFMEnterprise to HFM
• Has been implementing HFM
for over 5 years, from v 3.5 to
www.finitsolutions.com
‐ 2 ‐
v 11.1.2
3. The Finit Solutions Series
Ab t Fi it S l tiAbout Finit Solutions
www.finitsolutions.comwww.finitsolutions.com
4. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S i
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:
Finit Introduction
Financial Consolidation
– Financial Management (HFM)
Hyperion Enterprise
Planning and Business Intelligence
– Planning
Essbase– Hyperion Enterprise
– Financial Close Management
– Disclosure Management
– Essbase
Integration
– Financial Data Quality Management
(FDM)
BI+ Reporting Tools
– Financial Reporting
( )
– Oracle Data Integrator (ODI)
– Data Integration Management (DIM)
– Other (EPMA, ERPi, etc)
– Smart View
– Web Analysis
– Essbase Excel Add‐in
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Other (EPMA, ERPi, etc)
5. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Interesting Facts About Finit The Finit Solutions Series
g
• Finit has been recognized by Inc. Magazine in 2008, 2009, and 2010 as one of the top 500
fastest growing private IT Services companies in the United States. Finit has also been
recognized for three years straight as one of the top 100 fastest growing privaterecognized for three years straight as one of the top 100 fastest growing private
companies in the greater Philadelphia area.
• Finit sits on the Oracle Customer Advisory Boards (CABs) for Hyperion Financial
Management (HFM), Hyperion Financial Quality Management (FDM), Hyperion Planning,
and Hyperion Enterprise. The CABs are invitation‐only groups of Oracle Hyperion
customers and consulting partners that meet with Oracle product development and
strategy teams to discuss new functionality current issues and product roadmapsstrategy teams to discuss new functionality, current issues and product roadmaps.
• Finit is extremely active in the Oracle Applications User Group (OAUG ). Rob Cybulski, co‐
founder of Finit, is the HFM domain lead for the OAUG ‘s Special Interest Group. Jay
h d l d f h ‘ lHampton, partner at Finit, is the FDM domain lead for the OAUG ‘s Special Interest Group
• Finit is an Oracle Platinum Partner. This is the highest level of partnership with Oracle
that a consulting partner can attain.
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6. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S i
Finit’s Client Service The Finit Solutions SeriesThe 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
(approximately 130).
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7. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S i
Some Finit Clients The Finit Solutions SeriesThe Finit Solutions Series
Some Finit Clients
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‐ 7 ‐
8. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S i
How to Ask a Question The Finit Solutions SeriesThe Finit Solutions Series
How to Ask a Question
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9. The Finit Solutions Series
Process Management g
Overview
www.finitsolutions.comwww.finitsolutions.com
10. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iOverview of this Session The Finit Solutions SeriesThe Finit Solutions Series
• Basic Process Management Functionality
• Validation accounts
Overview of this Session
• Validation accounts
• Entity hierarchies
Vi i R i L l St t• Viewing Review Level Status
• Phased Submissions
P / C– Pros / Cons
• Other functionality:
E il l t– Email alerts
– Taskflows
– Publishing vs Locking
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Publishing vs Locking
11. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iBasic Functionality The Finit Solutions SeriesThe Finit Solutions Series
• What is Process Management?
P M i h bili l h
Basic Functionality
– Process Management is the ability to control the
review and approval process of financial data.
P M t– Process Management governs:
• Who can enter / review data
• What Scenarios / Accounts / Customs can be modified• What Scenarios / Accounts / Customs can be modified
• Where users can load data
• When users can load / review data/
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12. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iBasic Functionality The Finit Solutions SeriesThe Finit Solutions Series
• Terminology
Process Unit: The combination of data for a given
Basic Functionality
– Process Unit: The combination of data for a given
scenario, period, year, and entity.
• E g ‐ Actual December 2010 PennsylvaniaE.g. Actual, December, 2010, Pennsylvania
– Review Levels: The status of the process unit.
• E.g. ‐ Review Level 1, Review Level 2, Submitted, et al.E.g. Review Level 1, Review Level 2, Submitted, et al.
– Promotion: The act of moving a process unit up to a
higher level for review upon completion of one’s tasks.g p p
• E.g. – I promote my process unit from Review Level 1 to
Review Level 2. I am now prohibited from modifying the
it
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process unit.
13. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iBasic Functionality The Finit Solutions SeriesThe Finit Solutions Series
• Terminology (cont.)
R j i Th f i i d
Basic Functionality
– Rejection: The act of moving a process unit down to a
previous level for corrections or additional work.
• E g My manager rejects my process unit from Review Level• E.g. ‐ My manager rejects my process unit from Review Level
2 back to Review Level 1 so I can correct a mistake she found.
– Validations: HFM can be set up with criteria that must a dat o s ca be set up t c te a t at ust
be met before a process unit can be promoted.
• E.g. ‐ An entity’s balance sheet must balance or the process
unit cannot be promoted.
– Process Control: The module used to perform these
i
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actions.
14. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iBasic Functionality The Finit Solutions SeriesThe Finit Solutions Series
• Security roles are based on responsibilities
E If I dif d t t R i L l 1 I d th l f
Basic Functionality
• E.g. ‐ If I modify data at Review Level 1, I need the role of
Reviewer 1 within Shared Services
• Security class access dictates to what classes your• Security class access dictates to what classes your
rights apply
• E g ‐ Continuing with the example above if I have ‘ALL’• E.g. ‐ Continuing with the example above, if I have ALL
access to PA, I can modify PA at Review Level 1 ONLY. I can
view data at all levels above Review Level 1.
• E.g. ‐ If I have ‘PROMOTE’ access to EAST and the roles
Reviewers 1 & 2, I can promote EAST from Review Level 1 to
Review Level 2 or 3, at which point I can only view the data.
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Review Level 2 or 3, at which point I can only view the data.
15. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iBasic Functionality The Finit Solutions SeriesThe Finit Solutions Series
• Application setup items
Metadata attribute of the scenario dimension (Y/N/A)
Basic Functionality
– Metadata attribute of the scenario dimension (Y/N/A)
• “A” refers to alerts (to be discussed later as an optional item)
Validation account can be used (and is encouraged)– Validation account can be used (and is encouraged)
• Defined in the App Settings
• HFM will look to this validation account, which must beHFM will look to this validation account, which must be
exactly zero at <Entity Curr Total>, before promotion is
allowed.
• If multiple validations are desired, individual accounts are
created and aggregate to a parent validation account, which
is defined in the App Settings.
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pp g
16. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iValidation Accounts The Finit Solutions SeriesThe Finit Solutions Series
• Example of validation accounts:
Validation Accounts
• “Fail” is defined in the App SettingsFail is defined in the App Settings
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17. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iValidation Accounts The Finit Solutions SeriesThe Finit Solutions SeriesValidation Accounts
• HFM Rules calculate these validation accountsHFM Rules calculate these validation accounts
– FlashSalesEntry measures whether this was entered
OutOfBal measures our balance sheet balancing– OutOfBal measures our balance sheet balancing
– The RollChecks measure our rollforward details
All t b tl 0 th t ‘F il’ i tl 0
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• All must be exactly 0 so that ‘Fail’ is exactly 0
18. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iEntity Hierarchies The Finit Solutions SeriesThe Finit Solutions Series
• If an entity exists in multiple hierarchies,
performing a Process Management action (such
Entity Hierarchies
performing a Process Management action (such
as promoting or rejecting) on the entity performs
the same action on that entity in all hierarchiesthe same action on that entity in all hierarchies
• A parent entity cannot be at a higher review level
h f h ldthan any of its children
– E.g. ‐ If entity PA is at Review Level 1, its parent ‘East’
b h h h lcannot be any higher than Review Level 1
• Complexity arises if validation points are parent,
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rather than base, entities
19. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iViewing Review Level Status The Finit Solutions SeriesThe Finit Solutions Series
• Several methods to review an entity’s status:
Fil i h P C l
Viewing Review Level Status
– Filtering on the Process Control screen
– Data grid
– SmartView ad hoc spreadsheet
– Financial Reporting report
• Useful for an Admin for a quick snapshot of
progress during the close.
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20. The Finit Solutions Series
P M t DProcess Management Demo
www.finitsolutions.comwww.finitsolutions.com
21. The Finit Solutions Series
Ph d S b i iPhased Submissions
www.finitsolutions.comwww.finitsolutions.com
22. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iPhased Submissions The Finit Solutions SeriesThe Finit Solutions Series
• What are Phased Submissions and how do they
relate to Process Management?
Phased Submissions
relate to Process Management?
– An optional enhancement of Process Management
ll f b l d– Allow for process management to be applied to
different components of a single scenario at different
times in an effort to mirror the current close cycletimes in an effort to mirror the current close cycle
– Permit one Phase to be promoted (such as Trial
Balance data) so that numbers can’t change whileBalance data) so that numbers can t change while
leaving the next Phase (such as Supplemental data)
open for input, all within the same scenario.
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p p
23. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iPhased Submissions The Finit Solutions SeriesThe Finit Solutions Series
• Terminology
SubmissionGroups: Phases are divided into Groups of
Phased Submissions
– SubmissionGroups: Phases are divided into Groups of
members in the phased dimension.
– Manage Submission Phases– Manage Submission Phases
• This module in HFM controls what Groups are attached to
which phases
• Under Data Tasks when Phased Submissions are enabled
• Can be customized by period
– E.g. if quarters have additional submissions that non‐quarters do
not.
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‐ 23 ‐
24. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iPhased Submissions The Finit Solutions SeriesThe Finit Solutions Series
• Terminology (cont.)
I hi l
Phased Submissions
– In this example:
• The FlashSales account is Group 1
• Trial Balance accounts are Group 2• Trial Balance accounts are Group 2
• Supplemental data accounts (rollforwards) are Group 3
– EnablePhasesFor…EnablePhasesFor…
• Accounts: This application setting indicates that Phases will be
grouped by Accounts.
• Custom1: This application setting indicates that phases will be
grouped by Custom 1.
– E.g. Rollforwards are being tracked in Custom 1. The EndBal member
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‐ 24 ‐
E.g. Rollforwards are being tracked in Custom 1. The EndBal member
is Group 1 whereas activity members are Group 2.
25. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iPhased Submissions ‐ Pros The Finit Solutions SeriesThe Finit Solutions Series
• If certain components of the monthly close are
due at different times an entity can promote in
Phased Submissions Pros
due at different times, an entity can promote in
stages rather than all at once.
d d d l k• Fewer scenarios are needed to separate and lock
down submissions
– E.g. Flash Sales data is needed on Day 1 but Actual
trial balance data still needs to be loaded. Without
t h t i ld b d dseparate phases, two scenarios would be needed.
• An entity’s progression through the close is easier
i b i i h f h h
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‐ 25 ‐
to monitor by reviewing the status of each phase.
26. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iPhased Submissions ‐ Cons The Finit Solutions SeriesThe Finit Solutions Series
• App Settings, metadata, and rules involve more
steps to implement
Phased Submissions Cons
steps to implement.
• Users will have a steeper learning curve.
• Users must repeat certain processes for each
phase.
• Automated opening / closing of the period can
not be done using Taskflows with Phased g
Submissions.
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‐ 26 ‐
27. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iPhased Submissions The Finit Solutions SeriesThe Finit Solutions Series
• Security cannot be assigned by phase
E O b i Ph 1 f
Phased Submissions
– E.g. One user cannot be given access to Phase 1 of
Actual without also having the same access to Phase 2
of Actualof Actual.
– However, security classes can be applied to different
members in a dimensionmembers in a dimension.
• E.g. Trial balance data could load to a Custom dimension
member to which the DataLoader ID has ALL access.
• Rollforward data could load to a Custom dimension member
to which the DataLoader ID has only READ access if this user
should not load rollforward details
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should not load rollforward details.
28. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iPhased Submissions The Finit Solutions SeriesThe Finit Solutions Series
• Application setup items
A S i i di h di i ( ) hi h
Phased Submissions
– App Settings must indicate the dimension(s) to which
the phases apply (most common are Account and
Customs)Customs)
– Scenario dimension contains the ‘Phased Submission
Start Year’ attributeStart Year attribute
• Years prior to the Phased Submission Start Year will show
Process Management status in Phase 1.
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29. The Finit Solutions Series
Ph d S b i i DPhased Submissions Demo
www.finitsolutions.comwww.finitsolutions.com
30. The Finit Solutions Series
Oth F ti litOther Functionality
www.finitsolutions.comwww.finitsolutions.com
31. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S iOther Functionality The Finit Solutions SeriesThe Finit Solutions Series
• Taskflows
C b d f i i
Other Functionality
– Can be used for starting process units
– Only effective without Phased Submissions
• Email alerting
– Notify reviewer when process unit is promoted
– Limited customization of email, limited ability to
restrict who gets emails
• Publishing vs Locking
– Publishing does not ‘lock’ cells from Admins
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g
32. The Finit Solutions Series
Q ti & AQuestions & Answers
www.finitsolutions.comwww.finitsolutions.com
33. The Finit Solutions Series
Future Webinars and Contact
Information
www.finitsolutions.comwww.finitsolutions.com
34. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S i
Upcoming Webinars The Finit Solutions SeriesThe Finit Solutions Series
Getting the Most out of Financial Reporting: Tips and Tricks
Upcoming Webinars
On January 12th, you will learn tips and tricks for taking full advantage of
Financial Reporting’s features and functionality. There will also be
demonstrations of more complex and lesser‐known features.
Getting the Most out of EPM: EPMA Overview / Demo
On February 16th, you will learn about Enterprise Performance ManagementOn February 16th, you will learn about Enterprise Performance Management
Architect (EPMA). This session will include an overview of the tool and a
demonstration of its functionality.
To register, or to view past sessions, go to:
www.finitsolutions.com/Insights_Webcast.html
www.finitsolutions.com
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35. Th Fi it S l ti S i
Getting the Most out of HFM: Process Management and Phased Submissions
Th Fi it S l ti S i
Finit Contacts The Finit Solutions SeriesThe Finit Solutions Series
Q ti ?
Finit Contacts
Scott Sawers
Questions? ssawers@finitsolutions.com
610.565.5412
Email or call for the:
– Slides
Ed DeLise
edelise@finitsolutions.com
678.296.3611Slides
– Recording Joe Mizerk
jmizerk@finitsolutions.com
919.349.5029
insights@finitsolutions.com
www.finitsolutions.com
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