Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4

www.finitsolutions.com
Getting the Most out of EPM:
Introduction to Oracle Hyperion Planning –
New Features in 11.1.2.4
May 8, 2014
Greg Barrett(gbarrett@finitsolutions.com)
Dennis Hogan (dhogan@finitsolutions.com)
Chris Harris (charris@finitsolutions.com)

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Founded in 2002
70+ employees in 20+ states
Mostly CPAs, MBAs
We have extensive Hyperion product and financial reporting
backgrounds
100+ HFM Clients
Managed several of the largest EPM projects in the U.S.
Including the largest roll-out of HFM in North America
Market Leader in ARM/FCM
World Leader in FDM implementations and custom
solutions
50+ Planning / Essbase Clients
Finit Overview

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EPM Services
Finit Answers
Technical Support
Functional / Admin Support
Access to Hyperion SMEs
Dedicated support team
and guaranteed response
times
Customer Service Focus
Flexible Time and Material
support packages
‘Pay as you Go’ option
Oracle Financial Close Suite
Hyperion Financial Management
Financial Close Manager
Account Reconciliation Manager
Hyperion Planning & Essbase
Infrastructure
Data Services
Project / Program Management
Redesign / Enhancements
Product Upgrades
Application enhancements / redesign
Performance optimization
Dedicated
Support
Upgrades
Full Cycle
Implementations

Finit Solutions Introduction
Finit as a company:
Who we are….Why? How?

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We make and deliver personalized financial reporting
solutions and experiences.
By listening, questioning, and analyzing
By building relationships
…not company to company, but person to person.
We are Makers and Doers
WHY is Finit Here?

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Run Finit like a Family
Invest in our employees
All owners actively involved in the business
No debt or external owners
Prioritize the customer; not profitability
Long term stability
Hire employees, not subcontractors
Compensation model based on client
satisfaction
HOW do we achieve our beliefs?

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Our values on which we ask you to provide
consultant feedback:
Finit Values

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Our values, culture, and approach to
becoming a trusted advisor to customers
has led to 100% customer success for every
Finit client (200+) and for every Oracle
Hyperion project (400+)
Finit Customer Success

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Some Finit Customers

www.finitsolutions.comSign up for Kscope15 using the FINIT code for a $100 discount on Registration!

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Question and Answer

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About the Presenters
Dennis Hogan (dhogan@finitsolutions.com)
• Member of the Hyperion Planning and Essbase practice
• 15+ years Hyperion Experience
• 7+ years experience consulting in Hyperion/EPM
• Former board member for the
Ohio Valley Oracle Application User Group
Chris Harris (charris@finitsolutions.com)
• Member of the Hyperion Planning and Essbase practice
• 15 + years experience with Essbase, 9+ with Planning
• 8+ years experience consulting in the Hyperion/EPM
• Experience redesigning and implementing Planning
and Essbase in conjunction with multiple ERP conversions

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11.1.2.4 – Key New Features
• Hybrid BSO/ASO (11.1.2.3.500)
• Simplified Interface Overview
• SmartView Enhancements
• Form Enhancements
• Drag and Drop Dashboard Capabilities
• New Diagnostics Capabilities
• Job Scheduling

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Hybrid Storage
• Best of Both Worlds
• Robust library of calculation functions available via BSO
• On the fly rapid aggregation of results using the ASO
Engine
• BSO at Level 0
• ASO Aggregations
• All Upper level sparse set to dynamic
• Query optimizer uses ASO to return the aggregated
values

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Simplified Interface
• Cleaner/crisper look and feel
• Administrator capabilities added to the simple interface
• Refreshing the application
• Managing Dimensions
• Create or Rename
• Import and Export Metadata
• Modify storage settings
• Modify Performance Settings / Evaluation Order
• Visual overview of the application
• # of Dimensions by Plan Type
• # of Task Lists, Rules, Approval hierarchies

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Simplified Interface

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SmartView Enhancements
• Submit Only – No Refresh
• Can change saved data in Excel and
submit without pulling latest from
database
• No need to refresh, change and submit
• Submit Ranges
• Only saves data in highlighted cells
• Metadata Management

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SmartView Enhancements

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Form Enhancements
• Client-side scripting produces major
performance enhancements
• Large forms display in seconds
• Faster and smoother scrolling and inputs
• Expanded formatting options
• Background Colors
• Bold, Italic, Underline etc. to highlight specific
data

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Form Enhancements
• Instant Save Option
• Intelligence to save only added/changed data
• Faster Saves
• Automatic Save Option
• Saves when moving off a cell
• Set as a grid property by form
• Undo Feature
• Hot Key and Icon-based undo selection
• Ability to back out changes since last form save/refresh

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Form Enhancements
DEMO

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Large Form – Simplified vs Standard

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Large Form – Simplified vs Standard

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Dashboards
• Graphically compare key performance indicators with
charts, URLs to external websites, and commentary
• Simplified interface
• Easy to use drag and drop functionality

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Dashboards Demo

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Diagnostics
• Grid Diagnostics
• New menu section under the Tools menu (Standard
Interface)
• Allows an administrator to check Form performance
• Good (less than 1 second)
• Fair (1 to 5 seconds)
• Poor (5 seconds or greater)
• Grid Diagnostics provides form statistics including
• Load time
• Unsuppressed rows/columns
• Number of pages

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Diagnostics

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Job Scheduling
• Job Scheduling
• Accessed via the Console (simplified interface)
• The following administrative tasks can be
scheduled:
• Business Rules and Calc Scripts
• Import/Export of Metadata & Data
• Database Refreshes
• Plan Type Maps
• Jobs can be run Immediately or Scheduled

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Job Scheduling

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Questions?
Email us for a
copy of the slides or
link to the
recording.
Thank you for attending!
- > Dennis Hogan
(dhogan@finitsolutions.com)
- > Chris Harris
(charris@finitsolutions.com)
- > Insights@finitsolutions.com
- > General Questions
 Greg Barrett
(gbarrett@finitsolutions.com)
 Joe Mizerk
(jmizerk@finitsolutions.com)

Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4

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