New Features of Financial Reporting 11.1.2.3

David Grande

eCapital Advisors

Founded in 2001 – Profitable every year in business

Performance management consulting firm

Over 250 performance management customers

eCapital Advisors employees:

• Dedicated to Enterprise Performance Management and Business Analytics, helping client better understand business drivers

• Proven record and high customer satisfaction

• Experience across a variety of industries and have worked with companies of all sizes

eCapital Advisors Overview

Oracle/ Hyperion/ OBIEE

• Strategic assessments & technology roadmaps

• Project Managers with extensive implementation experience

• Business consultants with planning, financial reporting & consolidation delivery experience

• Certified Oracle Planning, Essbase, HFM, OBIEE Consultants

• Customer enablement services (training, hosting, extended support and managed services)

• Employee lead engagements with minimal contractor utilization

• Board of Director Advisors to the MN Hyperion User Group

eCapital Advisors Overview

eCapital Oracle BI & Hyperion Client Sampling

1.Mobile Support

2.Smart View / FR Integration

3. Improvements to Books

4.Reporting Annotations

5.HTML View Enhancements

Agenda

5

Mobile Support

6

• Apple and Android support

• iOS: Versions 5 and 6

• Android: 3.x and 4.x

• No downloads required

• Consider security of the environment

Workspace

7

Financial Reports

8

PDF Format

9

10

Point of View

11

Books

12

Books

13

Live Demonstration

14

Designing Reports for Mobile

• Should I design reports differently?

• Bigger is better

• Minimize member selection

• Conditional Formatting

• Allow for Expansion

15

Mobile Q&A

16

Import Objects in Smart View

• Financial Reports

• Web Analysis Reports

• Interactive Reporting• Reports, Charts, Dashboards

• SQR Production Reporting• Job

• Job Outputs

17

Smartview/FR Integration

18

Smartview/FR Integration

19

Smartview/FR Integration

20

Smartview/FR Integration

21

Book Enhancements

• Add a Custom Cover Page to the book

• Starting page number for the book

• Word Document

22

HTML Appearance

23

Annotations

24

Annotations

25

Annotations

26

Annotations

27

Annotation Auditing

28

Smart View – Custom Shared Links

Q&A