Skds version 11 enhancements

Hyperion System 11 Enhancements

SYNTELLI
KNOWLEDGE SYSTEM 11 ENHANCEMENTS
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Syntelli Solutions Inc. | www.syntelli.com, 877-SYNTELLI
Syntelli Solutions Inc. 1 Confidential


CONTENTS

1. EPM Workspace: ........................................................................................................ 3

2. Better Smartview integration .................................................................................... 4

3. EPM Gadgets: ............................................................................................................. 5

4. Foundation Services Enhancements: ......................................................................... 6

5. Lifecycle Management ............................................................................................... 7

6. General Essbase Enhancements: ............................................................................... 8

7. Financial Reporting Enhancements: ........................................................................ 13

8. Web Analysis Enhancements: .................................................................................. 15

9. Planning Specific Enhancements: ............................................................................ 16

Dynamic Show/Hide Zero Rows: .................................................................................... 18

Member Formula Display: ............................................................................................. 18

Display Properties: ......................................................................................................... 19

Attach Documents: ........................................................................................................ 19

Full Calendar Access:...................................................................................................... 20

Custom Forms Message: ................................................................................................ 20

Alias Display on Mass Allocate: ...................................................................................... 21

Clear Cell Details: ........................................................................................................... 21

Run Time Prompt Validation:......................................................................................... 22

Launch Web-Form to Smartview: .................................................................................. 22

SmartView & SmartSlice: ............................................................................................... 23



SYSTEM 11 ENHANCEMENTS

1. EPM Workspace:

One window, compete visibility:
• Self-service Personalization
• Contextual navigation
• OBIEE and BI Publisher integration
• WebCenter integration
• Spans all solutions in the Oracle EPM System

The Web Workspace in Oracle’s EPM System, provides a single browser-based point of
entry for users, with single sign-on, contextual navigation and the ability to personalize
the interface based on the user’s role and information needs. The latest release of the
EPM Workspace extends its capabilities to OBIEE and Oracle BI Publisher – so that this
interface now spans all solutions in the EPM System.



Business Value: Reduce training and deployment costs, improved user insights and
productivity.

2. Better Smartview integration

• Adhoc Reporting
• Stylized Output:
– Formats
– Tables
– Charts
– Formulas
• Data Entry and Apps Processing
• Word and PPT
• Now works with OBIEE as source

Smart View for Office is Oracle’s common MS Office interface to the EPM System. This
release includes new adhoc and formatted reporting capabilities for MS Excel, and
extends this capability to OBIEE as a data source. So users can access all of their BI and
Performance Management information in a single MS office interface.



Business Value: Leverage existing user expertise in MS Excel, Word and PowerPoint,
improve user productivity by directly linking MS Office to the EPM System, reduce
training and deployment costs

This release of Smart View also provides the ability to create personalized data slices –
or Smart Slices. This provides the ability for users to filter views from different sources,
providing more efficient analysis capabilities.

More detail: As analytic and financial databases grow in size (in respect to both
dimensionality and scope of data), it is important to provide users with a better set of
tools to focus in directly on the data and type of analysis they need. In the 11.1.1.0.0
release, Smart View provides the ability for admin users to model supported data
sources through the Smart Slice modeling interface. This lets an admin user determine
the specific dimensionality and preferences they will make available to end users who
desire this when working with a data source.

3. EPM Gadgets:

Last year, Oracle introduced Smart Space, a set of Windows-based gadgets that can
expose BI content or applications functionality to users via light-weight desktop gadgets
that can be personalized based on the role and interests of the user. The Fusion Edition
release includes a number of UI enhancements, and new Essbase gadgets exposing
additional functionality to this interface. It also extends this capability to OBIEE and BI
Publisher as data sources.

Business Value: Lower training and deployment costs, improved user insights and
productivity.



4. Foundation Services Enhancements:

• Common User Provisioning
• Common Application Administration
• New – Common Calculation Manager
• New - Common Installation and Configuration
• New - Common Lifecycle Management

Oracle’s EPM System includes a number of common Foundation Services that support a
single point of administration across multiple modules. Examples include Common User
Provisioning, and Common Application Administration offered via the EPM Architect
module. This release includes a number of new Common Services including:

Common Calculation Manager – a new feature of EPM Architect that provides a
graphical interface for defining business rules and calculations across planning and
financial consolidation applications.

Common Installation and Configuration – single interface for installing the EPM System
and each of the modules. This reduces the number of installation panels from almost
300 to less than 10 and will simplify and speed the installation and configuration process

Common Lifecycle Management – new functionality for managing the deployment and
migration of applications between development, test and production environments.

All of these new services are designed to lower the cost of administration and
ownership of the EPM System, and support broader deployments.

Calculation Manager — is a new module of Oracle Hyperion EPM Architect, Fusion
Edition that you use to design, validate, and administer Oracle Hyperion Financial
Management, Fusion Edition and Oracle Hyperion Planning, Fusion Edition business
rules within a graphical environment. You design business rules by dragging and
dropping components (including formulas, scripts, conditions, ranges, and loops) into a
flow chart of the business rule. The flow chart enables you to move amongst and view
the business rules’ components by selecting them. After you select a component, you
can view and modify its properties in tabs below the flow chart. Working with business
rules and their components in a flow chart reduces the time you spend designing and
maintaining them.

Calculation Manager also contains system templates that can be used in business rules
to perform calculations that, for example, allocate, aggregate, copy, and clear data. You
can also create user-defined templates using components and other templates. System



and user-defined templates enable users to reuse complex calculations in business rules
without having to recreate the calculations each time they want to use them.

If you have several business rules you want to launch as a group, you can create a
business ruleset for them. The business ruleset can contain business rules and other
business rulesets that can be launched sequentially or simultaneously. After you design
and validate business rulesets and business rules, you deploy them individually or as
part of a full application deployment to Financial Management and Planning. If you
create shortcuts to a business rule, it can be shared across, and deployed to, multiple
applications, in addition to the application for which you designed it. Then users can
launch the deployed rules from data forms or launch them independently from a Web
browser.

5. Lifecycle Management



Lifecycle Management (LCM) provides a consistent way for Hyperion administrators to
migrate applications and artifacts across product environments. The LCM graphical
interface is provided with Oracle's Hyperion® Shared Services Console. LCM also
provides a command-line interface.

LCM features:
• Browsing applications and folders
• Searching for artifacts
• Comparing applications and folders
• Migrating an entire application or repository or individual artifacts
• Application Migration Wizard: Application to Application, Application to Local
File System,
• Application to Server File System, Exported Application to Application, Saving
and loading a package file
• Migration Status Report
• Migration Audit Report
• Security – LCM Administrator role
• Command Line Utility
• API

6. General Essbase Enhancements:

This release includes a number of general enhancements to Oracle Essbase. Here are a
few key examples:

Varying Attributes: Until now, Oracle Essbase has been able to store and calculate
measures by attributes, for example a product might have a Package Type attribute that
specifies what the packaging is for the product. This enables you to report on the profit
for different package types.

However, there are many cases where attributes change over a dimension such as time,
or even multiple dimensions. For example, product packaging could vary over time, and
over geographical markets. Essbase can now store attributes that vary over multiple
dimensions, and calculate measures over the varying attributes. For example, if you
create a report that shows the Profit per package type, it will be calculated according to
the changing attributes. This means that a product that was packaged in 16 ounces in
January, but in May changed to a package type of 20 ounces, will contribute to the
package group where it belonged at the time. In addition to calculating according to the
actual attribute assignments, Essbase can also calculate "as was", for example calculate
the profit for the different Package type as if the assignments were at a certain point.
This is setting the "perspective", essentially ignoring the change in attributes. This can
be useful if you are trying to understand how things would look if the changes to the



attributes didn't happen. For example, to understand what would have happened if the
product packaging didn't change, but instead stayed as it was in January.

In addition to calculating over a varying attribute, Essbase can also perform member
selections based on a changing attribute, such as "give me all the products that had a
package type of 32 ounces in April.

Typed Measures: Typed measures extend the analytical capabilities of Essbase beyond
numerical data to text-based content. Storage and analysis of textual content can be
useful when a cell needs to have one of a finite list of textual values; for example, a
product may be sold in 5 different colors. The color is a typed measure whose value
must be one of the 5 colors.

Oracle Essbase Studio simplifies cube construction by delivering a single environment
for performing tasks related to data modeling, cube designing, and analytic application
construction. By consolidating cube construction activities into one interface, Studio
provides a consistent platform for building outlines and loading data.

With a wizard-driven user interface, Studio supports modeling various data source
types from which Oracle Essbase applications are typically built, making it a single point
from which all cube-related data modeling can be performed.

A common metadata repository, or catalog, captures all metadata related to all Oracle
Essbase applications built in the enterprise and allows the reuse of metadata at the
lowest level of granularity. The catalog gives Studio knowledge of the common
metadata that is shared across the various applications enterprise-wide. This knowledge
is leveraged in supporting drill across, wherein shared context is passed from one
analytic application to another to ensure a seamless transition during the analysis
process.

Studio supports several drill-through options such as relational databases, Oracle
Business Intelligence Enterprise Edition, URLs, custom SQL, and Java methods. Drill-
through functionality is supported from data cells and member cells and is dynamically
linked to cubes with matching metadata context.

Oracle Essbase Studio also supports lineage tracking through a rich graphical view of the
metadata relationships, allowing users to follow application lineages to their metadata
components and through to the data sources from which they were sourced.

This interface assumes much of the functionality of the EAS and EIS interfaces, which are
still supported.



Enhancements of Interest

• Powerful Analytics
- Slowly Changing Attributes
• Rich Data Types
- Time Intelligence
- Text Measures
• Deployment Flexibility
- ASO Trickle Feed
- ASO as Target of Transparent Partitions

Slowly Changing Attributes:
• Not everything changes just by time, attributes can change by geography etc.
• Reality & Perspectives:
- Perspectives allow re-statements and more powerful what-if
- Report bottom-line expenses based on constant head-count & last year
employee-type mix
• Generalized model for defining and working with change
- MDX extensions for perspectives

Rich Data Types:
Calendar Flexibility to Support Operational Analytics
• Time stamp as co-ordinate, property and metric
- Purchase-Date, Birth-Date, date-last-sold.
• Model any calendar:
- Gregorian, Manufacturing, Retail, ISO, Fiscal calendars

OLAP on Non-Numeric Data
• Use text and dates as measures in multidimensional reporting
• Perform analysis based on text or date measures
• Opens up for new types of reports and analysis



Deployment Flexibility
• Trickle-feed into a ‘persisted’ ASO cube
- Disk based cubes
- With any and all aggregations
• Cube is online through the trickle feed process
- Read and write can co-exist with trickle-feed
• Can now load concurrently into ASO

• Leverage commodity hardware, commodity OS
• Leverage source data when applicable
• Flexible deployment architectures using partitions
• Lifecycle management capabilities
• Snapshot, Backup, Roll Forward
• Essbase Studio

Time Flexibility
• Supports any calendar
• Fiscal Year Support
• Time Intelligent functions



• A variety of time periods:
- Day
- Week
- Month
- Quarter
• Years viewed as 12 months or 13 periods



7. Financial Reporting Enhancements:

The Fusion Edition release of Hyperion Financial Reporting includes a number of
customer-driven enhancements, including powerful new annotation and collaboration
capabilities for noting variances and other management comments, such as
Annotations, Threaded Dialogs and ability to capture External Content in Report Books

Annotations: A comprehensive set of annotation functionality which enables users to
freely collaborate, save facts and findings in their reports, and have access to the tools
to readily manage annotations across their systems. This commentary is available
interactively through the EPM Workspace, is equally accessible through printed output
and provides a unified read-only mechanism for the Hyperion Financial Management,
Hyperion Planning and Hyperion Essbase commentary (for example, Cell Text, Linked
Reporting Object, Cell File Attachments, and so on).



Rank function enhancement: The Rank function has been enhanced to support a new
parameter enabling a report designer to indicate how the rank function deals with
equivalent values; equal ranking or a unique ranking based on first-come, first-ranked
basis.

Adding external files to books: In addition to adding reports and snapshot reports, a
book can now include PDF files, text files, and Microsoft Excel, PowerPoint or Word files.
These documents are listed in the Book Table of Contents and can either be launched
from the Table of Contents or included in the Book PDF output.



8. Web Analysis Enhancements:

Following are the key enhancements in Web-Analysis:
• Advanced expressions in calculations
• Formatting usability enhancements
• Dynamic row and column references
• Improved printing capabilities
• Ability to export multiple report objects and screen images to MS Office
• Ability to import multiple report objects and screen images into Smart View

Calculations: Calculations now support advanced expressions, which allows multiple
calculation functions and logical operators to be combined into one calculation. To that
end, an editor field, operator support, and formula validation has been added to the
existing function list, member list, and result placement controls.

Formatting: Ability to change the order of precedence in which different formatting
methods are applied (Database Connection Measures formatting, User Preferences, and
Analysis Tools formatting).



Ability to set formatting on an entire spreadsheet, instead of individual members in the
rows and columns.

Dynamic row and column references: Instead of selecting members from the report to
define calculations and formatting, you can select a row or column reference (similar to
Excel) and the formatting is applied regardless of the member selection.

Microsoft Office and Smart View: Import multiple objects in a report into Smart View.

The following functionality is now supported: Import multiple report objects into Excel
in the same or separate worksheets, Import an image of the report screen to Word or
PowerPoint.

Users can now export an entire report (with multiple report objects to MS Office (Excel,
Word and PowerPoint). Previously only exporting one report object (Spreadsheet, Chart
or Pinboard) at a time was supported.

The following functionality is now supported:
• Export all report objects to Excel in separate worksheets.
• Export an image of the report screen to Excel, Word or PowerPoint.
• Ability to print all documents that are opened in the Web Analysis Studio via a
new Print All menu item.

9. Planning Specific Enhancements:

• Enhanced Data Form Usability
• Smart View:
– Launch Directly from Web Forms
– Smart Slices
– Adhoc Analysis
• User Interface Enhancements
– Member Formulas Displayed
– Hide/Show Rows with No Data
• Document Attachments
– Add/Edit/View on Web Forms
– External document repository
• Drill-through to Oracle EBS Financials
• Oracle Data Integrator Support



The key focus of this release of Hyperion Planning is on building capabilities oriented
towards building a robust EPM System and also providing Planning end users stronger
Microsoft Office capabilities. This release also introduces additional core Hyperion
Planning functionality, including following key capabilities:

• Ad-hoc Query, Reporting and Write-Back Capabilities in Excel for End Users
• Robust EPM Architect capabilities – matching the capabilities of Planning Classic
Adminstration
• New Calculation Manager in EPM Architect provides a robust web based
calculation interface for EPM Applications tightly integrated with EPM Architect
• Life Cycle Management to facilitate management and movement of EPM
artifacts across environments
• Unicode support
• Linux Server Support
• Sec 508 Compliance
• Common Installer



Details of Planning Enhancements:

Dynamic Show/Hide Zero Rows:

Member Formula Display:



Display Properties:

Attach Documents:



Full Calendar Access:

Custom Forms Message:



Alias Display on Mass Allocate:

Clear Cell Details:



Run Time Prompt Validation:

Launch Web-Form to Smartview:



SmartView & SmartSlice:


Skds version 11 enhancements

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