Getting themostoutofepm whatisnewinhyperionplanning11122

www.finitsolutions.com

Getting the Most out of EPM What is New in Oracle Hyperion Planning 11.1.2.2

September 28, 2012

Cindy Eichner

[email protected]

www.finitsolutions.com - 2 -

Getting the Most out of EPM: What is New in Oracle Hyperion Planning 11.1.2.2

Finit Introduction

Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products:

Financial Close and Consolidation

– Financial Management (HFM)

– Hyperion Enterprise

– Financial Close Management

– Disclosure Management

– Account Reconciliation Module

Integration

– Financial Data Quality Management (FDM)

– Oracle Data Integrator (ODI)

– Enterprise Performance Management Architect (EPMA)

– Data Relationship Management (DRM)

– Other (ERPi, EIS, etc.)

Planning and Business Intelligence

– Planning

– Core Planning

– Modules (Workforce, CapEx)

– Project Financial Planning

– Essbase (ASO / BSO)

Reporting Tools

– Financial Reporting

– Smart View / Essbase Excel Add-In

– OBIEE

– Financial Management Analytics (OFMA)

– Web Analysis



Finit Services

Finit’s consulting services cover a broad range of implementation and post implementation options.

Finit Solutions: Implementation Services

– Full cycle implementations

– Discovery and Requirements

– Global Design

– Detailed Design and Build

– Testing and Training

– Deploy

– Infrastructure Services

– Data Services (historical data, GL data integration)

– Project / Program Management

– Product Upgrades

– Redesign / Enhancements



Finit Answers: Post Implementation Support Time and Materials Support: No fixed fee contract and no minimum required. You

only pay for what you use.

Flexibility: Can change to fixed fee model if that is desired.

Guaranteed Response Time: Less than one business day.

Technical and Admin / Functional Product Support: Support for technical questions as well as product-specific items.

Existing Application Reviews: Ask us to review your HFM Rules, your Essbase Calcs, your consolidations, your FDM integrations, your reports, etc.

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 with Finit.

http://www.finitsolutions.com/Support_Finit_Answers.html

CONTACT Greg Barrett ([email protected]) for more information



We strongly believe that Service + Solutions = Maximum Value

Service

– Consultant 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, not contractors.

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.

– Finit consultants receive 2 weeks of product / functional training each year.

– Finit Answers provides support services on a pay-as-you-use model.

Finit’s Focus



Finit’s Values



Our client service approach has led to 100% customer satisfaction for every Finit client (164 and counting) for every Oracle Hyperion project (over 280 and counting).

Finit’s Client Service



•

Some Finit Clients

http://www.amwater.com/awpr1/default.html

http://www.csx.com/

http://www.johnsoncontrols.com/

http://www.spx.com/

http://www.tyco.com/livesite/Page/Tyco/Home/?

http://www.costco.com/Home.aspx?cm_re=1_en-_-Top_Left_Nav-_-Top_logo&lang=en-US

http://www.brinkscompany.com/



About the Presenter

Cindy Eichner

[email protected]

• Director of Finit’s Planning and Essbase Practice

• 15 years of Hyperion experience

• Version 11 Certified in Essbase, Planning, and HFM

• 30+ years delivering solutions



Question and Answer



• New User Interface

• New Features

– Manage Substitution Variables

– Rolling Forecasts

– Predictive Planning

– Charts

– Cell Data History

• New Module: Project Financial Planning

• Questions and Answers

Agenda



• Uses Oracle Fusion Middleware technology components

– Conforms to Oracle’s Fusion standards - ADF

– Familiar look and feel

– Consistent user experience across products

• HFM

• Planning

– Supports text that is read from right to left, such as Arabic text

New User Interface



• Role-Driven Navigation Flow

– Accordian-style expandable left pane

– Functionality appropriate to type of user

• Task List Home Page

– Advanced and Basic views are no longer available

• Bidirectional Support

– Supports text read from right to left, such as Arabic text

Hyperion Planning in Workspace



• Customize columns

• Show as Top

– Show only a branch in the pane

• Show ancestors

– View the position of a member within the hierarchy

Manage Dimensions



• Folders displayed on the left

– Forms within folder displayed below

• Rename without Save As

• Customize displayed columns for managing forms

• Form layout by drag and drop of dimensions

• Accordian-style right pane for form design settings and properties

Manage Forms and Ad hoc Grids



• Folders displayed on the left

• My Task List

– Advanced and Basic mode no longer available

• Task list shown both graphically and in list form

Manage Task Lists



• Manage Substitution Variables

• Rolling Forecasts

• Predictive Planning

• Charts

• Cell Data History

New Features



• Managed from Planning OR

• Managed from the Essbase Administration Services Console

• Same functionality in both

– Add

– Delete

– Edit

– Specific or all Plan Types

• Ideal for Rolling Forecasts

Manage Substitution Variables



• Traditional forecasts are tied to the fiscal year

• Rolling forecasts are continuous without regard to the fiscal year end

• Forms may be set up to include a rolling forecast window

– Ideally with substitution variables so that forms are dynamic

– Wizard for the creation of the substitution variables

– From the form administrators can update all rolling forecast variables used on the form

Rolling Forecasts



• Extension of Smart View (Crystal Ball)

• Separate installation

• Both sophisticated time-series and autoregressive integrated moving average (ARIMA) statistical techniques to confirm and validate predictions

• Available in 32-bit and 64-bit implementations

• Web form must be properly designed

• Users must have both Planner and Ad Hoc User roles

Predictive Planning



• Must be part of a composite form

– Bar

– Horizontal Bar

– Line

– Area

– Pie

– Scatter

Charts



• Administrator must enable Auditing for Data

• May be viewed by Planners with Read access

• Numeric, date or text cells

• Audit data includes

– User who changed value

– When the value was changed

– Previous value

– New value

Cell Data History



• Overview

• Features

• Plan Types and Dimensions

• Pre-packaged – Forms

– Business Rules

– Task Lists

– Menus

– Smart Lists

– Reports

New Module: Project Financial Planning



• Decisions for Project Financial Planning and Corporate Financial Planning within one application

• Approval process for projects closely tied to approvals for financial plans and forecasts

• Ensures agreement between

– Project Sponsors

– Key Stakeholders

– Financial Decision Makers

Project Financial Planning: Overview



• Planning for Indirect, Capital, and Contract projects

• Expense planning at detail or account level

• Allocate workforce resources and capital assets to project

• Calculate driver-based overheads for projects

• Based on project type perform different types of planning

• View impact by project or entity

• Rank and approve projects based upon a project score

• Perform planning for intercompany projects and reconcile them

• Request funding

Project Financial Planning: Features



Plan Type 1 Plan Type 2 Plan Type 3 Wrkforce Capex Project

Account Account Account Account Account Account

Entity Entity Entity Entity Entity Entity

Scenario Scenario Scenario Scenario Scenario Scenario

Version Version Version Version Version Version

Year Year Year Year Year Year

Period Period Period Period Period Period

Currency Currency Currency Currency Currency Currency

Project Project Project

Employee

Job

Project Element

Asset Class

Asset Detail

PFP: Plan Types and Dimensions



• Forms

• Business Rules

• Task Lists

• Menus

• Smart Lists

• Reports

Project Financial Planning: Pre-packaged



Questions?

Email us for a

copy of the slides or a

link to the recording.

Finit Contacts

[email protected]

Cindy Eichner

[email protected]

302.834.8722

More EPM Questions?

[email protected]

Getting themostoutofepm whatisnewinhyperionplanning11122

Technology

Transcript of Getting themostoutofepm whatisnewinhyperionplanning11122