Whether you previously used Hyperion Enterprise or managed a classic HFM application, moving to EPMA provides many benefits (but also has unique tricks you should know about!). In this webinar, we will review many of the enhancements that EPMA can bring to metadata management, such as:
• Shared metadata among different products or HFM applications within the same environment
• Comparisons of changes between what is loaded and what you are about to load
• Renaming a base member without losing previously-loaded data
• Enhanced features to identify and exclude orphan members
• Audit trails of metadata changes (“Who changed THAT attribute?” “Um, YOU did!”)
o Some do not always see this as a good thing, but auditors like it…
Of course, there are also a few areas we’ll cover to help you understand some limitations with EPMA and some possible workarounds to certain issues, including:
• Needing to be online to work within the web-based tool
• Must view validation error notifications one at a time on web compared to in a single text file
• Some additional complexity due to more features being available to use
Managing metadata with EPMA is what is being taught in Oracle’s HFM Administration training classes, and we hope that after attending this webinar, you will also discover some benefits to using EPMA with your current or future applications.
Finit - 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 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.
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 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.
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
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.
Oracle Financial Consolidation and Close Cloud Service (FCCS) is the latest evolution of Oracle’s market-leading Financial Close Suite. What makes it different than Hyperion Financial Management (HFM)? A lot!
We delivered a side-by-side review of FCCS and HFM. If you’re a customer of Hyperion Enterprise, HFM, or non-Oracle financial reporting packages evaluating alternative solutions, you will gain a much deeper understanding of Oracle’s strategy in the consolidation and close domain.
Discussion included:
-Functional and technical comparison of FCCS and HFM (Dimensions, Rules, Reporting, etc.)
-Migration considerations/best practices
-Product direction from Oracle
Where Did That Come From? Techniques for Debugging HFMfinitsolutions
Fellow HFM administrators, power users, and anyone else who has had to fix an HFM rule: have you ever wished you could see, understand, and fix what is going on? Have you ever asked yourself:
Where did that error come from?
Why is this number multiplied 12 times?
Is the override number coming from Sub Calculate or Sub Translate?
Does this condition even do anything?
This calculation is incorrectly running on Revenue accounts.
The calculation is correct but I'm not getting any results...
Oracle Ace Chris Barbieri shares multiple techniques for setting up classic vbscript rules to capture debugging information and how to correct these common problems.
Presenter: Chris Barbieri
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
Simplify Complex Consolidations and Close Processes with Oracle Financial Con...Alithya
Oracle Financial Consolidation and Close Cloud Service (FCCS) mixes best practices with customization to streamline and enhance the close and consolidation process. This configurable product leverages out-of-the-box content which gives companies the framework needed to deploy an easy-to-use, yet sophisticated, close solution. It requires no infrastructure investments, offers flexible deployment options, and provides fast time-to-value.
In this presentation, we explore the full range of capabilities of this solution, including the orchestration of the close process, supplemental data collection, ease of administration, and more. Find out how FCCS can be used to address the complexities that are encountered with consolidations, such as foreign currency translation, intercompany eliminations, and ownership requirements. We touch on additional features that are improved in the cloud such as process automation, administration, and supplemental data collection. Interact and ask questions to learn more about this world-class solution for close and consolidation applications and decide if it's time for you to make the move to the Cloud!
Edgewater Ranzal presented at ODTUG Kaleidoscope 2015 (KSCOPE15) on the importance of assessing Oracle Hyperion Financial Data Quality Management (FDM) mappings in your Oracle Enterprise Performance Management (EPM) system.
Finit solutions Getting the Most Out of EPM: Comparison between EPMA versus ...finitsolutions
Do you still love the classic(s)? It might be time to consider taking a take a leap to the future. Starting with Oracle EPM version 11.1.2.2 all metadata must be managed with EPMA so you will probably end up there. Join us this month to see and hear what new features EPMA has to offer along with a comparison of how things are done in EPMA versus Classic. Since many clients may not be upgrading right away, we will review the pros and cons to help you decide which is more suitable for you today. We will also show the steps needed when you decide to transform your classic application to EPMA as well as how to will be migrate or sync metadata across environments once you have moved to EPMA.
During this webinar we will go through the following:
• A brief Introduction to EPMA Metadata Management
• Comparison of Classic Metadata management and EPMA
• Pros and Cons of each tool
• What does it take to migrate from Classic to EPMA
• Synchronizing Metadata using LCM
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
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.
Oracle Financial Consolidation and Close Cloud Service (FCCS) is the latest evolution of Oracle’s market-leading Financial Close Suite. What makes it different than Hyperion Financial Management (HFM)? A lot!
We delivered a side-by-side review of FCCS and HFM. If you’re a customer of Hyperion Enterprise, HFM, or non-Oracle financial reporting packages evaluating alternative solutions, you will gain a much deeper understanding of Oracle’s strategy in the consolidation and close domain.
Discussion included:
-Functional and technical comparison of FCCS and HFM (Dimensions, Rules, Reporting, etc.)
-Migration considerations/best practices
-Product direction from Oracle
Where Did That Come From? Techniques for Debugging HFMfinitsolutions
Fellow HFM administrators, power users, and anyone else who has had to fix an HFM rule: have you ever wished you could see, understand, and fix what is going on? Have you ever asked yourself:
Where did that error come from?
Why is this number multiplied 12 times?
Is the override number coming from Sub Calculate or Sub Translate?
Does this condition even do anything?
This calculation is incorrectly running on Revenue accounts.
The calculation is correct but I'm not getting any results...
Oracle Ace Chris Barbieri shares multiple techniques for setting up classic vbscript rules to capture debugging information and how to correct these common problems.
Presenter: Chris Barbieri
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
Simplify Complex Consolidations and Close Processes with Oracle Financial Con...Alithya
Oracle Financial Consolidation and Close Cloud Service (FCCS) mixes best practices with customization to streamline and enhance the close and consolidation process. This configurable product leverages out-of-the-box content which gives companies the framework needed to deploy an easy-to-use, yet sophisticated, close solution. It requires no infrastructure investments, offers flexible deployment options, and provides fast time-to-value.
In this presentation, we explore the full range of capabilities of this solution, including the orchestration of the close process, supplemental data collection, ease of administration, and more. Find out how FCCS can be used to address the complexities that are encountered with consolidations, such as foreign currency translation, intercompany eliminations, and ownership requirements. We touch on additional features that are improved in the cloud such as process automation, administration, and supplemental data collection. Interact and ask questions to learn more about this world-class solution for close and consolidation applications and decide if it's time for you to make the move to the Cloud!
Edgewater Ranzal presented at ODTUG Kaleidoscope 2015 (KSCOPE15) on the importance of assessing Oracle Hyperion Financial Data Quality Management (FDM) mappings in your Oracle Enterprise Performance Management (EPM) system.
Finit solutions Getting the Most Out of EPM: Comparison between EPMA versus ...finitsolutions
Do you still love the classic(s)? It might be time to consider taking a take a leap to the future. Starting with Oracle EPM version 11.1.2.2 all metadata must be managed with EPMA so you will probably end up there. Join us this month to see and hear what new features EPMA has to offer along with a comparison of how things are done in EPMA versus Classic. Since many clients may not be upgrading right away, we will review the pros and cons to help you decide which is more suitable for you today. We will also show the steps needed when you decide to transform your classic application to EPMA as well as how to will be migrate or sync metadata across environments once you have moved to EPMA.
During this webinar we will go through the following:
• A brief Introduction to EPMA Metadata Management
• Comparison of Classic Metadata management and EPMA
• Pros and Cons of each tool
• What does it take to migrate from Classic to EPMA
• Synchronizing Metadata using LCM
Best Practices in Preparing for and Managing your EPM InfrastructureAlithya
Learn the key architecture components to consider with the Oracle EPM Product stack, such as proper sizing, virtual vs. physical, and maintaining the EPM Environment. Also gain insight about the key supported elements of the EPM product stack, and hear about what’s coming in future releases related to operating systems, database engines, and client software support.
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Jython Scripting in FDMEE - It's Not That Scary" at KScope14.
Glimpse into the workings of an Edgwater Ranzal Infrastructure Engineer that specializes in Enterprise Performance Management (EPM). Presented at OAUG Collaborate 2015.
Best Practices for Enterprise Performance ManagementPerficient, Inc.
A special webinar for Finance professionals
Looking forward to budget season? For many managers, the budget process is a painful, manual process driven by disconnected Excel spreadsheets that are error-prone, static, and generally non-collaborative. The result is a budget that becomes irrelevant as soon as the new fiscal year begins.
A more nimble response is needed. Budgeting and planning should be a continuous, flexible exercise based on rolling forecasts, and supported by systems that can adapt as the business climate changes.
Join us as we discuss how applying best practices and using an automated Enterprise Performance Management system can help intelligent enterprises reap the benefits of flexible budgeting, accurate forecasting and dynamic planning. By implementing best practices for budgeting and planning, you can:
- Make the budget process less painful
- Replace spreadsheets with web forms
- Automate the budget roll-up process
- Create budgets based on key business drivers
- Link strategic goals to operational decisions
- Integrate financial “actuals” with budget and forecast data
- Provide easy, real-time variance reporting
- Access a single version of the truth for financial information
Presenter Emil Fernandez is General Manager of Perficient's national Enterprise Performance Management practice.
Upgrading to 11.1.2.4 and Other Technical Considerationsfinitsolutions
In June, Finit hosted the last in our 5-part series on the new Oracle EPM version 11.1.2.4, which was released in February of this year. Finit has done extensive testing in our own labs on version 11.1.2.4 and we have several clients migrating to 11.1.2.4 now. During this webinar we will be focusing primarily on the technical aspects around upgrading to 11.1.2.4. We will also be taking a detailed look into some options for deploying your EPM environment, performance, and managing the environment(s). Join us for details on items such as:
Upgrading to 11.1.2.4
Technical Options for your upgrade and how these effect the cost and timeliness of your project
"In-Place" upgrade versus 'New- Hardware'
Benefits of Virtualization
Exalytics - what does it mean for the future of Oracle EPM (and more specifically....HFM)
Third Party Compatibility
Disaster & Recovery / High Availability
What do these key terms really mean and does your organization actually 'practice what they preach' when it comes to this area?
Presenter: Dawn Mathews & Frank Zidar
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
In this tutorial we are providing a step by step guide on how to create a Oracle Hyperion Planning data forms (both simple and composite).
This guide is presented to you by epmvirtual.com
Getting the Most Out of FDM - Integrating with Essbase and Planningfinitsolutions
FDM offers a centralized platform for collecting data from all areas of the organization and a standardized approach to data validation and loading. Its intuitive interface, powerful audit trail, repeatable end-user driven workflow and out of the box reports have made it an integration staple to consolidation systems such as HFM and Enterprise.
With an adapter specifically designed to integrate with Essbase and Planning FDM can be a solution for those applications as well. We will take a look at successful FDM to Essbase and Planning implementations and how FDM can be configured in ways that lead to successful integrations.
Finit Solutions - What is New in Hyperion Financial Management 11.1.2.2finitsolutions
The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show:
New features:
o Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now!
o Opening multiple HFM applications in one session
o “Favorite” members now defined to ease user POV selection
o Combination of Data Extract and Extended Analytics
Enhancements:
o Faster data retrieval engine in data grids and reports
o Improved web navigation
o Grid designer drag-and-drop features
o IE9/Office 2010 support on a 64-bit platform
New user interface:
o Compared to System 9 and Version 11.1.1.X, this user interface is significantly different
o Single point of administration
o “Legends” to explain purpose of different-colored items
o Removal of unnecessary dimensions from Forms and Grids – User POV concept
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 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.
Finit solutions webinar er pi - how does it work with fdm and the epm suite-m...finitsolutions
Oracle Financial Data Quality Management (FDM) is an integral part of the EPM suite used by clients for loading data to Oracle Hyperion applications throughout the world every day. It has been the tool relied upon over the past decade for consistency, reliability and accountability in collecting financial data. With the FDM Adapter Suite comes the Oracle ERP Integrator (ERPi). ERPi enables FDM users additional integration to seamlessly load metadata and data from select ERP systems to their EPM applications. This works with the core FDM application to allow the benefit of integration with FDM drill back for Oracle general ledgers, as well as drill back from Planning, Financial Management, Financial Reporting, and Smartview through ERP Integration Suite or FDM to other source General Ledgers.
This webinar will introduce you to ERPi, how it might be implemented to work with the core FDM application and other EPM applications. We will cover the following:
Overview of ERPi
Architecture
Data Flow
EBS example
Using ERPi and FDM together
Benefits
FDM set-up
ERPi enhancements for 11.1.2.2 release
New source systems
New FDM like features
Oracle acquiring Hyperion has certainly brought many changes and innovations to the EPM suite – it has also meant a regular release schedule for new versions. We have seen a varied approach to upgrading and moving to new versions among our clients. Some keep current with new versions while others wait until they feel the time is right for them. There is no wrong answer to how your company approaches this, but waiting too long can have some negative consequences (like being off of “premier” support). Upgrading used to be a bit simpler, but today the EPM suite is more complex and requires additional preparation and planning.
If you are considering a migration from Hyperion Enterprise to Hyperion Financial Management or upgrading from an earlier release of HFM to the 11.1.2 series (or even the latest 11.1.2.3 release)? join us for some insights on the key areas to consider for a project of this type along with significant features to examine for your possible use. Also, hear our experiences related to the latest 11.1.2.3 release. This webinar will focus on the general project considerations and the functional considerations in moving from earlier versions of HFM (like 11.1.1.3) to the 11.1.2 series of HFM with a new graphical user interface and the now “Open Custom Dimension” design (you can now have more than 4 Custom Dimensions).
What we will review:
What is means to upgrade to the 11.1.2 Series
To Migrate and/or ‘Redesign’?
Upgrade project considerations
Infrastructure Considerations
Performance Considerations around the Entity Structure
What it means to introduce additional custom dimensions
Changes related to FDM in 11.1.2.3
Oracle’s latest major release of the Enterprise Performance Management (EPM) suite of applications is the Fusion Edition, and it contains a number of important new features and tools. In Hyperion Financial Management (HFM) and Financial Data Quality Management (FDM) specifically, there are some significant enhancements over the System 9 releases that will greatly improve your organization’s ability to perform tightly integrated and controlled consolidation, reporting, and analysis in these tools.
Oracle Premier Support for Hyperion application release 9.3 will expire in January 2012. Premier Support for release 9.2 expires in June 2010, and Premier Support for all earlier versions has already expired. Therefore, if your organization has not already upgraded to the Fusion Edition, you will want to begin learning about the improvements in Fusion and planning an upgrade strategy for your organization.
This webinar will include discussions of:
New HFM features and functionality in Fusion Edition, including Enterprise Performance Management Architect (EPMA) and Calculation Manager
New FDM features and functionality in Fusion Edition, including ERP Integrator for connecting into source ERP systems
Migration options for upgrading existing applications to Fusion Edition
Technical considerations for upgrading to Fusion Edition, including hardware requirements and environment design
Project planning and implementation strategies for migrating to Fusion Edition
By staying on top of the latest features and functionality available, you will continue to get the most out of your EPM applications and continue to provide your organization with faster, more meaningful information for reporting and analysis.
Finit solutions he terminal release webinar feb 2012 finalfinitsolutions
The rumors have been circulating for years, but Oracle recently confirmed that Hyperion Enterprise, one of the most popular financial consolidation and reporting applications ever released, has been placed on controlled availability. Hyperion Enterprise Release 6.5.1.1 is the “terminal release”, which means that there will be no additional versions or patches going forward. Premier Support for Enterprise will end in April 2013; Oracle will continue to provide Sustaining Support indefinitely.
On February 24, Finit Solutions will address this news and provide recommendations and guidance for companies currently on Enterprise. While this is a major announcement, there is no need to panic. Finit will provide relevant information to help you understand your options (one of which is to stay on Enterprise beyond April 2013). A fact-based, carefully considered approach is a great way to minimize risk and ensure that you make the right decisions for your company. Some of the topics discussed will include:
What does ‘controlled availability’ mean?
What is the difference between Premier and Sustaining Support?
What are the risks associated with Sustaining Support?
In addition to Sustaining Support, are there any ‘supplemental’ support options available?
Should we upgrade to 6.5.1.1?
The webinar will also focus on developing a plan within your organization for moving forward in light of this news. Considerations will include:
Sharing this information within your organization and discussing internal policies regarding product support.
Understanding dependencies on third party products and their impact on your Enterprise environment now and in the future.
Assessing the current functionality and usage of your Enterprise applications to determine requirements for moving onto a different product.
Balancing controlled availability, requirements, and budget to determine the timeline for moving off Enterprise that makes the most sense for your organization.
Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4finitsolutions
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In March, with the release of 11.1.2.4, Finit's HFM and FDM teams presented deep dives on each product to provide our clients with information as quickly as possible. Continuing our focus on version 11.1.2.4, Finit is hosting a webinar on what is new with Oracle's Hyperion Planning in version 11.1.2.4. Finit's Planning Team will be presenting on the new features in Oracle's Hyperion Planning with a key focus on the simplified interface. Oracle Hyperion Planning's simplified interface is making it easier for busy administrators to manage their Planning applications by providing easy-to-navigate pages that help to accomplish common tasks much more quickly. In addition, we will be exploring:
Form enhancements
Drag and drop dashboards
Diagnostics
Additional features and enhancements
Presenter: Chris Harris & Dennis Hogan
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 webinar troubleshooting hfm like a pro 09232011finitsolutions
Become more self sufficient with your behind the scenes HFM tasks.
One of the great benefits of HFM, a powerful Oracle Hyperion EPM solution used by tens of thousands of users worldwide, is that it can be easily maintained by the finance department with minimal IT support. An effective HFM administrator can successfully diagnose, troubleshoot, and resolve errors and issues. They also know when to involve technical support resources. In the next webinar you’ll learn tips to help you become a more effective HFM problem solver. Topics covered will include:
Basic HFM server infrastructure
Logs - How to investigate errors and identify their root causes
Error Resolution
Categories
Metadata
Rules
Journals
Process Management
Security
Causes – how to tell if they are
Application-based
Server-based
Connectivity-based
Finit solutions getting the most out of epm an overview of epma-february 2011finitsolutions
If you are managing Planning, Essbase and HFM (or any of these 2) in your organization EPMA could be a good fit when you want to use a single tool for managing the common dimensions, data movements, etc. within the Hyperion environment. This webinar will take you through the basics of EPMA setup and configuration and just what EPMA can do.
Finit solutions - What is New in Oracle Hyperion Planning 11.1.2.2finitsolutions
The release of Oracle Hyperion Planning 11.1.2.2 brings enhancements, new features, and a new module. In this webinar we will show:
• New user interface
o Compared to System 9 and Version 11
• New features
o Manage substitution variables from Planning
o Rolling forecasts
o Predictive Planning
o Composite form enhancements
o Display data as charts
o Cell data history
• New module: Project Financial Planning
o Dimensions and members
o Pre-packaged Forms
o Pre-packaged Task Lists
o Pre-packaged Calculation Manager Rules
The release of Oracle Hyperion Planning 11.1.2.2 brings enhancements, new features, and a new module. In this webinar we will show:
New user interface
Compared to System 9 and Version 11
New features
Manage substitution variables from Planning
Rolling forecasts
Predictive Planning
Composite form enhancements
Display data as charts
Cell data history
New module: Project Financial Planning
Dimensions and members
Pre-packaged Forms
Pre-packaged Task Lists
Pre-packaged Calculation Manager Rules
Oracle Essbase Analytics Link (formerly known as HyperRoll) is a product in the EPM suite that allows HFM data to be accessed through one (or more) Essbase applications. This application facilitates the real-time or on-demand transfer of financial information from Oracle Hyperion Financial Management to Oracle Essbase for enhanced reporting and analysis.
In this webinar we will introduce the product by exploring the following topics:
What is Essbase Analytics Link?
Is it anything like Extended Analytics?
What are the benefits to using Essbase Analytics Link in your EPM application suite?
How do you use Essbase Analytics Link?
Is it hard to set up these applications? Do you need to be an Essbase expert?
How often is the HFM data updated via Essbase Analytics Link?
Can the process be automated?
Similar to Getting the Most out of EPMA: HFM Managing Metadata with EPMA (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 - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
The Support Policies and Technological Details you need to make informed decisions
As you are probably aware, it has been challenging to understand and navigate On-Premise Oracle Support Policies and Third-Party Compatibility (Excel, Windows, SQL, IE, etc.). Fortunately, we are here to help as it impacts all of us in the Oracle-Hyperion world in terms of planning for future projects, and deciding when (or if) to upgrade. At Finit, we have worked through various scenarios for our clients after distilling all this information from Oracle. We have condensed this down into a 30-45 minute presentation which will review how the Oracle EPM Roadmap affects you along with the various options available.
Topics:
The 'State of EPM' and a review of Oracle EPM versioning and support dates.
End of Premier Support for 11.1.2.3, March 2018, what does this mean?
What are your options? What are your peers planning moving forward? What should your organization be thinking through?
Who Should Attend:
We will cover a range of topics geared toward the state of EPM, Premier Support and options moving forward. Attendees should include:
Finance/Accounting Leaders within your organization looking to enhance knowledge within their EPM systems and the current EPM roadmap.
System Administrators and technical support personnel eager to understand the Oracle Roadmap and how it affects them.
Before hybrid mode capabilities were available, multiple cube solutions that blended the power of block storage (BSO) and aggregate storage (ASO) cubes were often used to provide the most efficient Essbase solution. These solutions allowed developers to utilize the robust calculation capabilities of BSO along with the rapid aggregation capabilities of ASO. With the availability of hybrid storage mode, these multiple cube solutions can now be simplified into a single hybrid cube.
In this webinar, Dennis Hogan will present:
A case study to:
Determine the impact of using hybrid storage and how it addressed key concerns of a 2 cube solution
Determine how the hybrid approach will optimize performance
The process of converting one multi-cube solution into a single hybrid cube
The good, the bad, and the ugly of the hybrid cube conversion process
The feasibility of a hybrid cube solution - Is it for you?
Presenter: Dennis Hogan
Date: 05/19/2017
Finit Hyperion Planning & PBCS Simplified User Interfacefinitsolutions
Learn how to implement Hyperion Planning's Simplified Interface. Enhance and simplify the user experience with demonstrations of customization techniques and tips for guiding the user through the planning process. See examples of existing applications that were converted from the classic interface to the simplified interface. Leave this webinar knowing how to implement the simplified interface.
Webinar Agenda
Simplified Interface: What is it?
Simplified Interface vs. Workspace
On premise vs PBCS
Tablet / Mobile Access
Customization
Design Considerations: Features not in Workspace
Demonstration
Finit how to let go - enterprise archive appsfinitsolutions
Hyperion Enterprise was a great finance tool that revolutionized corporate consolidations and reporting. For some, Enterprise was so great that it's still very hard to let it go!
You may have converted from Enterprise to HFM or OneStream years ago, but you still have 5 or 10 years of historical data in your current system. A few times a year, your CFO or Tax Department asks a question that you can only answer by jumping back into Hyperion Enterprise.
At the same time, you're getting pressure from IT to shut the Enterprise servers down. The risks and costs associated with maintaining 6 year-old unsupported software continue to grow, your budget is slim to none and the timeline for the project is week or two.
What's an Admin to do?
Webinar Topics:
Archiving Enterprise applications in HFM or OneStream
The Flat App Conversion timeline (this can be converted quickly)
How an Enterprise-to-HFM or Enterprise-to-OneStream Flat App conversion can be completed without a full-scale implementation at very low cost
How an Enterprise Archive brings all the data you need from Enterprise
How to replicate the relative simplicity of Enterprise in a 'flat' application
How to design an application to replace the different ways you're still using Enterprise today
How to avoid recalculating, re-translating and re-consolidating data in HFM or OS to match Enterprise logic
How to migrate and reconcile historical data quickly
Finit formula and business rule efficiency in one streamfinitsolutions
OneStream is an extremely flexible platform and has really been making a name for itself in the CPM (Corporate Performance Management) market. In addition to everything that the software can do out-of-the-box, at Finit we can customize your application to meet a wide range of complex business requirements. The limits of OneStream's flexibility is based more on the boundaries of consultants' / administrators' imagination and rule building abilities than any real constraints which exist within OneStream itself. Inside OneStream XF there are a variety of modules where rules/calculations can reside and there is ample opportunity for configurations to extend your system's functionality. Types of rules which exist are:
Member Formulas
Business Rules
Transformation Rules
Confirmation Rules
Join us for an explanation of the fundamental principles around creating efficient process and business rules and scripts within OneStream as we focus on:
Minimizing processing time
Decreasing manual application maintenance
Data storage
Script development
Additionally, we will explain Data Buffers / Eval Buffers, and then introduce some of the new functionality that has been developed for the 3.7 release of OneStream XF.
Finit creative solutions for cash flow fx analysis through dashboardingfinitsolutions
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Continuing in our webinar series Finit is proud to present and demo some of the top solutions in Onestream. Join us Friday Aug 19th to learn about our custom developed 3-Dimensional View (aka Audit View) of Cash View
Hear OneStream implementation lead Christine Ong-Estrada review the metadata structure necessary for the 3D View
Advantages of using this method of Cash Flow Reporting and
The use of Dashboards utilized around Cash Flow to guide users through the generation of the Cash Flow Report
In Part II of the presentation, we will detail and demo Application Dashboards that allow you to generate Automated and Dynamic FX Analysis
We will discuss the different reports available
Running a Calculation to save parameters and
Running a Consolidation to calculate the FX Analysis
Lastly, we will focus directly on Dashboards inside of OneStream:
The Actors Workspace - which allows you to set up different sets of Dashboards based on Role (i.e. Accountant, Controller, CFO, etc.)
Guided Reporting
Visual aids - charts, pies, and bars
And much much more...
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
Finit - What's Trending: Topics on the Cloud and Infrastructurefinitsolutions
As you are likely aware, we are in a period of tremendous IT-related change in the EPM / CPM solution space. With the acceptance of virtualization to the rise of cloud computing, more options and decisions currently exist that impact how the CFO organization deploys and uses their EPM / CPM solutions. Finit will be conducting an IT-focused webinar geared to business users that will explain the options and decisions that exist for the CFO organization. In this webinar, we will discuss the key IT trends business users should be aware of and how Finit's two software partners, OneStream and Oracle Hyperion, are addressing these trends.
During this webinar, we will review the following:
Cloud computing and key topics
The different types of cloud computing service models
The different types of deployments
How the EPM / CPM software vendors are addressing solutions for the cloud
Overall infrastructure and platform key topics
Virtualization
Key drivers of performance
Backup and recovery approaches
Testing Strategies
Testing approaches during and after implementations
Deployment use case examples
Since its introduction in version 11.1.1.x Oracle Hyperion Profitability Cost Management (HPCM) has allowed companies to gain a deeper level insight into their business performance than ever before. Join us to hear how clients currently tackle profitability questions and how HPCM will help clients provide actionable insights into cost and profitability. We will discuss standard HPCM model functionality, discuss how HPCM drives organizational performance by discovering drivers of cost and profitability, and discuss how you can empower your users with visibility and flexibility to improve resource alignment.
During this webinar we will review the following:
What Profitability means
How clients today answer profitability questions
HPCM models (three models)
Use Cases - How Companies are using HPCM
How HPCM fits into the EPM product suite
Look into HPCM standard model build details
Quick Demo of HPCM model
Features that are available inside the HPCM model
More and more clients are continuing to expand their OneStream investment by radically changing the way they collect information. Given the many ways it's possible to store comments, supporting detail, attachments, etc. OneStream continues to allow users to centralize and streamline their entire close process.
As a continuation of the previous "What's Possible" webinar, we explore the possibilities for collecting "non-numeric" financial data. Find out how companies are using OneStream to efficiently collect and report on:
Supporting Detail - I see a number in OneStream, but what's the detail behind it?
Adjustment Commentary - I want to know who's making an adjustment, when they made it and why?
Supporting Documentation - Where can we store attachments and supporting files that are required for compliance?
User Sign Offs and Questionnaires - Where can we ask questions and collect responses that are required for compliance?
Variance Commentary - why is a number up or down over time or compared to budget?
Bridge Analysis - what's driving the change versus a prior period or versus budget?
Other Miscellaneous Non-Numeric Data Collection Options
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
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)
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
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
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
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.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
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Length: 30 minutes
Session Overview
-------------------------------------------
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- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
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https://www.rttsweb.com/jmeter-integration-webinar
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Getting the Most out of EPMA: HFM Managing Metadata with EPMA
1. Getting the Most out of EPM
HFM: Managing Metadata With EPMA
March 22nd, 2013
Christine Ong-Estrada (cong-estrada@finitsolutions.com)
Erich Ranz (eranz@finitsolutions.com)
www.finitsolutions.com
2. Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation Planning and Business Intelligence
Financial Management (HFM) Planning
Hyperion Enterprise Core Planning
Financial Close Management (FCM) Modules (Workforce, CapEx,
Disclosure Management Project Financial Planning)
Account Reconciliation Module (ARM) Essbase (ASO / BSO)
Integration Reporting Tools
Financial Data Quality Management (FDM) Financial Reporting
Oracle Data Integrator (ODI) Smart View / Essbase Excel Add-In
Enterprise Performance Management OBIEE
Architect (EPMA) Financial Management Analytics
Data Relationship Management (DRM) (OFMA)
Other (ERPi, EIS, etc.) Web Analysis
www.finitsolutions.com
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3. Finit Services
Finit’s consulting services cover a broad range of implementation
and post implementation options.
Finit Solutions: Implementation Services
– Full cycle implementations – Infrastructure Services
– Discovery and Requirements – Data Services (historical data, GL data
– Global Design integration)
– Detailed Design and Build – Project / Program Management
– Testing and Training – Product Upgrades
– Deploy – Redesign / Enhancements
www.finitsolutions.com
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4. Finit Answers
Finit Solutions Official Support Offering:
Answers & Support with Efficient, Responsive Service
Finit Answers provides the proper support offering for your Business
Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a
company since our inception (July 2002) - staffed by our Hyperion Subject Matter Experts.
Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees
can be applied to a future project to replace Hyperion Enterprise with Finit Solutions.
Allow Finit Answers to be your personal Hyperion Insurance Policy
Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels
of support that we can customize to meet your needs:
1. Time And Materials Support: You only pay for the time you use (no monthly fees)
2. Dedicated Critical Support: Technical Application Support with a guaranteed 2-hour response time
3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations,
custom reports, etc.
4. Managed Services: Application Administrator Assistance (Primary or Secondary)
http://www.finitsolutions.com/Support_Finit_Answers.html
CONTACT Greg Barrett (gbarrett@finitsolutions.com) for more information
www.finitsolutions.com
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5. Finit’s Focus
We strongly believe that Service + Solutions = Maximum Value
Service
Our compensation model is based upon client satisfaction with consultant’s
work, not how many hours they charge.
Finit has no external owners and Finit partners are involved in every full-
cycle implementation.
Finit uses its own employees, no subcontractors.
Solutions
Finit consultants are Hyperion product experts who enjoy designing, building
and deploying great solutions, applications and processes.
Finit works closely with Oracle Hyperion development on product strategy
and beta testing.
www.finitsolutions.com
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7. Finit’s Client Service
Our client service approach has led to 100%
customer satisfaction for every Finit client (170
and counting) for every Oracle Hyperion project
(over 300 and counting).
www.finitsolutions.com
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8. About the Presenters
Erich Ranz
(eranz@finitsolutions.com)
• Former HFM/FDM administrator
• 7 years experience with Hyperion products
• 12 years in Finance
• Based in Wichita, KS
www.finitsolutions.com
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9. About the Presenters
Christine Ong-Estrada
(cong-estrada@finitsolutions.com)
• Former Enterprise and HFM administrator
• More than 10 years of Hyperion products experience
• Based in Austin, TX
www.finitsolutions.com
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11. Sign up for Kscope13
using the FINIT code for
a $100 discount on
Registration!
www.finitsolutions.com
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12. Agenda
What is EPMA?
Creating Applications in EPMA
Managing Metadata
Managing Applications
Q and A
www.finitsolutions.com
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13. What is EPMA?
Enterprise Performance Management Architect
Feature of Foundation Services
Integrates with:
HFM
Planning
Essbase
Profitability and Cost Management
Data Relationship Management
Enables administrators to create, manage, and deploy Hyperion
applications within one interface.
Consists of different modules
www.finitsolutions.com
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15. Dimension Library
A centralized location to manage dimensions and dimension
properties.
Used to:
Create dimension import profiles
Add, delete, and modify dimension members in the Shared Library
or directly in applications
Modify dimension and member properties in the Shared Library or
directly in applications
www.finitsolutions.com
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16. Application Library
A summary of applications that have been created and/or deployed.
Used to:
Create and manage applications in one centralized location
View the data flow between applications
Migrate applications to different servers within the same
environment
Deploy applications
www.finitsolutions.com
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17. Other Modules
Data Synchronization
Enables data synchronization between or within Hyperion applications.
Create data mappings for reuse.
Create flat file and interface table mappings to import data into Hyperion applications.
Calculation Manager
Enables you to create, validate, and deploy business rules and business rule sets.
Transform Classic to EPM Architect
Enables transformations of applications managed in Classic Financial Management to EPMA.
Library Job Console
Provides a summary, including status, of Dimension Library and application processes, including
imports, deployments, and data synchronizations.
Configure Interface Data Sources
For use of interface table to import metadata
www.finitsolutions.com
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27. Import Profiles
Profiles include important
information about the
dimensions to be imported
Source Options: Flat file,
Interface Tables, DRM
Target Options: Shared Library
or Existing EPMA application
www.finitsolutions.com
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29. Dimension Library
Used for ongoing metadata management.
Used for changing properties and
adding members in small numbers.
Can drag and drop, cut and paste and
reorder children.
Easy insert shared members function.
Shared Library
Web based
www.finitsolutions.com
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30. Grid Editor
Good for changing attributes on several
members within a single dimension
Create custom grids and use filters
Attributes
Members (no base)
www.finitsolutions.com
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31. Grid Editor
Tabular grid-based interface
Can copy/paste within editor
Cannot save grids
Cannot copy/paste from Excel
www.finitsolutions.com
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33. LCM – ADS Format
ADS Export Format
Can be re-imported
Can be used in an existing
import profile
Can be used to create a
new import profile
Can be used with shared
and local libraries
www.finitsolutions.com
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34. LCM – Editing in Excel
Copy contents
to Excel
Text to
Columns
Add Formula
Copy contents
to Text
www.finitsolutions.com
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35. Sharing Metadata
Shared Library used to store dimensions that are shared.
Need to follow a certain order when sharing dimensions
First share the associated dimensions like Alias, custom dimensions, security
class, etc…
Can exclude shared members.
Can override properties in the application.
Can set a parent member as base member.
www.finitsolutions.com
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36. Managing Applications
Deploy
Duplicate
As New Application
As Deployed Application with option to copy data
Delete
Compare
To Shared Library
To Deployed Application
Diagnostics
www.finitsolutions.com
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37. Metadata Change Demo
Add new account in
Dimension Library
www.finitsolutions.com
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43. General Questions
How do I convert my Classic application to EPMA? Can you go
back?
Can I rename a base member in EPMA?
Should I set up my metadata as Shared or Local if I just have one
HFM application?
www.finitsolutions.com
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44. General Questions
Can any of the new EPMA functions be automated via Task Flows?
What version of HFM is Oracle teaching in their classes? Is it
Classic or EPMA?
If I convert from Classic to EPMA, will there be any new security
concerns?
There are several methods to manage metadata in EPMA. How do
I know when to use each one?
So….is EPMA better than Classic?
www.finitsolutions.com
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45. Thank you for attending!
- > Christine Ong-Estrada
Questions? (cong-estrada@finitsolutions.com)
- > Erich Ranz
(eranz@finitsolutions.com)
Email us for a - > Insights@finitsolutions.com
copy of the slides or
- > General Questions
link to the recording. Greg Barrett
(gbarrett@finitsolutions.com)
Joe Mizerk
(jmizerk@finitsolutions.com)
www.finitsolutions.com
- 45 -
Editor's Notes
ECR
COE
COE
COE
COE
COE
ERMetadata manger or web to create app profile (per file)Create application using app profile (per file)Register with Shared Services
ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
