Oracle Analytics Partner of the Year

Are We Really Ready for the Cloud?

Cloud Addresses On-Prem Challenges

$Waiting for functionality updates

IT Expenses

High Software Purchase Fees Expansion Less Speed & AgilityExcel

Security Management

Definitions

• Cloud Software and services that run on the Internet Physical infrastructure (servers) in massive 

data centers all over the world

• SaaS – Software as a Service Software licensing and delivery model – “pay as you grow” 

subscription basis Centrally hosted, limiting additional hardware Accessed via thin client or web browser 

• PaaS – Platform as a Service Similar to SaaS but often has a different licensing model Offers an entire platform to build upon, not just applications Cloud

ERP EPM

Tools: EPM Cloud, Essbase, OAC

Analyze, understand, and report on business

Mange the business

Management insight

Tools: Fusion

Day to Day transaction activities

Operate the business

Operational efficiencies

Definitions

• Enterprise Performance Management Management insight and business 

management Analyze, understand, and report

• Intelligent Performance Management Embedded intelligence (e.g. auto predict) Intelligent Planning

• Signal detection and insight discovery Intelligent narrative Intelligent Process Automation

• Automate tasks like account recs, close process orchestration, consolidation

Oracle BI & EPM Cloud Landscape 2020

OLTP & ODSSystems

Data WarehousesData Marts

PackagedApplications

(Oracle, SAP, Others)Excel

XML/OfficeBusiness

ProcessesOLAP

SourcesExadata Unstructured & Semi-Structured

Data

Sou

rces

Oracle Analytics Cloud (OAC)Pl

atfo

rmas

a S

ervic

e/ D

B

Detect& Alert

OfficeIntegration SearchQuery &

AnalysisReporting &Publishing

InteractiveDashboards & Visualizations

AI, ML, Natural Language Mobile

Repo

rting

& An

alys

isSo

ftwar

e as

a S

ervic

e

Financial Consolidation & Close Cloud (FCC)

Account ReconciliationCloud (ARC)

Tax ReportingCloud (TRC)

Profitability & Cost Management Cloud (PCM)Planning Cloud

• Custom• Modules• Free form planning

Narrative Reporting Cloud

Financial Close Planning Standalone Enterprise Data Managem

ent Cloud (EDM

C)

NR OAC Publisher Smart View Smart View OAC DV OAC DV & OAC BI OAC Day by Day

Strategic Workforce

Sales Planning

Essbase 19c

Planning Cloud

• Centralized planning and forecasting solution• Shorten planning cycles, supports all forecasting methods• Improve plan & forecast accuracy• Planning in Excel supported, too!• Predictive planning• Approvals and dynamic workflow• “What if” modeling and sandboxes• Fast calculation engine (Essbase)• Powerful reporting and analysis• Threaded commentary• Supports dashboarding, reporting, and ad hoc• Role-based navigation flows• Fast and easy to deploy• Highly scalable• Drill through

Planning Cloud Features & Functions

• All of the On-prem Hyperon Planning features + a lot more

• What’s available in the Cloud that is not available in on-prem:

Simplified user interface Navigation flows Infolets & improved dashboarding Valid intersections Autosave Sandboxing Attribute dimension support End user enhancements App design enhancements Admin enhancements Rolling forecast Smart push Jobs, EPM Automate Data Management Free Form Planning

Dashboards in Smart View Planning Cloud Modules Enhancements for ASO Plan 

types (calculation functions, performance)

Connectors to EPM, Financials, & HCM Cloud

Easier app backup & migration Detailed activity reports Groovy Hybrid Coming soon:

IPM Task Manager SDM Modern Dim Editor

Planning Cloud Modules (Prebuilt Content)

• Pre-configured, best-in-breed modules that save customers development time (formerly known as EPBCS frameworks)

• Pre-built content includes: Financial Statement Planning (includes Revenue, Expense, Balance Sheet, and Cash Flow Planning) Workforce Planning Capital Asset Planning Project Financial Planning Strategic Modeling 

Strategic Modeling

• Strategic Modeling allows for comprehensive high level forecasting of financial statements and supports long range planning requirements

• It automatically creates all 3 financial statements (Income Statement, Balance Sheet, and Cash Flow Statements)

• Supports treasury activity, M&A, and more• Target users would be strategy groups

within FP&A and Treasury that would put together Board Packages, Investor Valuations, Merger & Acquisition teams

• Formerly called Scenario Modeling; based on on-prem HSF

Financial Consolidation & Close Cloud

Financial Consolidation & Close Cloud is Oracle’s SaaS EPM tool for the cloud specifically targeting the financial close.

16

Key Benefits Best practices out-of-the-box to get up and running quickly A configurable and upgradable consolidation and close framework to

tailor the solution to specific requirements Easy to use and maintain An end to end consolidation and close solution Essbase engine = Powerful analytics and analysis for insight Pre-built hierarchies, calculations, and dashboards (e.g. Balance Sheet

Movement, FX/CTA calculations, automated cash flow) Configurable and custom calculations, minority interest, and more No infrastructure investments required

Supplemental Data and Task Manager

• Task Manager (formerly known as Close Manager) features allow you to assign, manage, and monitor tasks and define schedules with ordered set of tasks that must be executed for a specific close period

• Supplemental Data (often referred to on-prem acronym, Supplemental Data Manager) -enables you to extend your application to a more granular level of detail

• Task Manager and Supplemental Data are fully integrated in FCCS• Task Management can also be installed as standalone solution• These features will be available for all EPM Cloud solutions soon

Narrative Reporting Cloud

Narrative Reporting

-Tasks, due dates, & messages -Repository

-Any Excel-supported data source-Report packages

Management Reporting

-Highly formatted reports-Repository

-FR contender-EPM/BI Cloud data sources

-Reports

Disclosure Management Option-XBRL

-Supports regulatory filing-Repository

-Taxonomy designer-Easy path from on-prem DM to

Cloud

Next generation Financial Reporting; formerly known as EPRCS

Why is Narrative Reporting Important?

Cloud solution

Standalone – does not require EPM

Narrative reporting solution

Static reporting solution

Regulatory filing solution

(Disclosure Mgmt)

Process management, oversight, and

visibility

Works with any Excel-supported

data source

Oracle’s strategic reporting solution

Management Reporting in a Nutshell

• Create repeatable report definitions; accesses data in real time

• Supported data sources (cross cloud support): EPM/BI Cloud On‐prem Essbase Fusion Cloud OAC Essbase

• Very similar to / next generation Financial Reporting (FR)

• Same basic principles as FR, recycling many of the same functions

• Direct migration path from FR

Profitability & Cost Management Cloud

• Are you as profitable as you could be? What percentage of my customers, products, channels, etc. are driving most of my profitability? Which 

ones are unprofitable? What proportion of resources to my customers, products, channels, etc. consume? What are my true costs to provide services or complete a business process? Can you answer these questions? How long will it take you to find the answers?

• Is your cost allocation process a nightmare? Manually intensive? Takes too long?

Profitability & Cost Management Cloud

• A user-driven profitability and cost management solution to support simple to complex allocations

Business users create, update and maintain cost allocation logic (unburden the GL and perform cost allocations here) and profitability models

• This is where you should be doing all of your allocations

• Full transparency of allocation logic and rules• Business user allocation rule creation / user interface• Comprehensive audit trail• Important actionable intelligence

is possible Who is my most profitable cust?  What is my least profitable product? 

Account Reconciliation Cloud

• Addresses the global reconciliation process• Reduces risk, providing real-time visibility into the

performance of account reconciliations • Ensures all reconciliations are properly qualified• Streamline and optimize performance by automating

certain reconciliation tasks and supporting risk-based reconciliation cycles

Rules based thresholds for auto‐reconciliations

• Integrated with transaction systems / supports transaction matching

Enterprise subscription for transaction matching

• Prebuilt features and reports and workflow• New analytics covering performance

and compliance• Integrations with Data Management

Tax Reporting Cloud

• Comprehensive stand-alone Tax provision and reporting solution

Data Collection, Calculation, Reporting Global: Federal, State/Provincial & International Addressing IFRS (IAS12) & US GAAP (ASC740)

• Manage tax reporting process Prebuilt and custom dashboards and reports Worklists Alerts and notifications

• Central repository with transparency and accountability for tax provision adjustments

• Supplemental data management supported• Integration with on-prem HFM & FCCS• Data & metadata integration with on-prem finance systems• Governance-like capability included

Enterprise Data Management Cloud

• Allows business users to manage master data (dimensions, hierarchies, etc.)

• Provides audit controls and accountability• Allows synchronization of master data

across all systems• System validations and verifications to

control hierarchies• Compare and easily update shared

hierarchies and dimensions• Subscriptions & node type converters to

manage master data across source and targets

• Approvals• Derived properties, and more

EPM Cloud Data Integration

26

How will data be loaded into EPM Cloud?

Planning Cloud

Data Management

Web Data Form

Web Ad Hoc

Excel Smart View Data

FormExcel Smart View Ad Hoc

Simplified UI

FDMEE

Primary Methods of Loading Datao Data Management (DM) – Integrated ETL tool

that comes with subscription (free)o Manual Input via web– Data forms can be

designed for data input over the web; ad hoc submissions are supported as well

o Manual Input via Excel & Smart View – Data forms or ad hoc are also available in Excel

o Simplified data format – Export / import data in the simplified data format

o FDMEE – Traditional ETL tool for direct connections to some ERP systems. o Supports Event scriptso Separate Oracle purchase and requires infrastructure

Data Management

• Data integration tool that provides a single, systematic process for loading data from disparate systems into target analytical applications

• Fundamentally FDMEE in the Cloud• ETL for the business user – both data and metadata• Provides visibility, traceability, integrity, and

verification processes• Mapping capabilities by end users• Cloud Targets and sources / Flat files• Drill through to sources• Dimensions and data• Fully automated with EPM Automate• Comes with your EPM Cloud subscription• Direct connect with Cloud ERPs• New agent available to connect to

SQL Dbs PeopleSoft GL EBS GL

• More new features coming here…

Smart View

• Common Microsoft add-in for Oracle EPM solutions (both on premise and Cloud)

• Perform analysis and create highly formatted reports

• Plan in Excel• Perform Consolidations• Maintain dimensions• Often used by power users and

analysts who like to work in the Excel interface

• Integrate Oracle EPM System data to Word, PowerPoint, Excel, and Outlook

Now You Get All of these Solutions in One EPM Solution

• Shift away from cloud services to 1 solution that supports 4 main business processes

This does mean that except for legacy customers, the products will not be sold separately What was a “product” is now just a “business process” inside Oracle EPM Cloud

1. Planning: Planning, Profitability2. Financial Close: Financial Consolidation, Account Reconciliation,

Tax Reporting3. Narrative Reporting: Narrative Reporting4. Enterprise Data Management: Enterprise Data Management

• https://www.oracle.com/applications/performance-management/products.html

One EPM Solution: Two Subscription Options

• EPM Standard Planning Cloud Financial Consolidation & Close Cloud Account Reconciliation Cloud Narrative Reporting

• EPM Enterprise Planning Cloud + extra features/functions Financial Consolidation & Close Cloud + extras features/functions Account Reconciliation Cloud Narrative Reporting Profitability & Cost Management Cloud Enterprise Data Management Cloud

Oracle EPM Standard Subscription

ERPs Data Warehouses Unstructured Data Excel

• Custom Plan Types• Workforce• Projects• CapEx• Scenario Modeling• Financials

PLANNING• Consolidation• Account Reconciliation• Task Management• Supplemental Data

FINANCIAL CLOSE

DATAMANAGEMENT

Ad Hoc Management ReportsNarration Mobile

Oracle EPM Enterprise Subscription

ERPs Data Warehouses Unstructured Data Excel

• Custom Plan Types• Workforce• Projects• CapEx• Scenario Modeling• Financials• Freeform (Essbase)• Groovy

PLANNING• Consolidation• Account Reconciliation• Task Management• Supplemental Data• Advanced Consolidation• Transaction Matching• Tax Reporting

FINANCIAL CLOSE

ENTERPRISEDATA

MANAGEMENT

Ad Hoc Management ReportsNarration Mobile

Profitability & Cost Management

Game Changer in Many Ways

• Changes the way we will architect and design applications• Changes the available options for reporting cubes• Flexibility in solution design• Best practice supporting tools included

Narrative reporting Account reconciliation Dimension management

Did I forget to mention Essbase?

Essbase

Essbase will not be a part of Oracle Analytics going forward.

BUT Essbase is continuing

Essbase 19c• Really just the next version of Essbase

• Available today for Oracle Cloud Infrastructure (OCI)• On-Prem: release planned 2020• Safe harbor: nothing ever goes as planned

• You have to do an out-of-place migration to move to 19c• If you are on OAC Essbase, you will have to setup an OCI instance, install

Essbase from the Marketplace, and move your OAC Essbase cubes to Essbase 19c on OCI

How Essbase Thinks

• Multidimensional cubes• Dimensions

Common grouping or hierarchy of master data

Organization Product Accounts

• Multidimensional view of your data = Business view of your data

• Magic filing cabinet!

37

JAN

JAN

JAN

FEBFEB

LA

SF

PHX

LASF

SALES

SALES

MARGIN

SALESMARGIN

ACTUAL

ACTUAL

BUDGET

BUDGETACTUAL

500

250

180

300400

WEST

L.A.

S.F.

PHX

DEN

Actuals BudgetSales Margin Sales Margin

Essbase Sweet Spot (and why it beats relational solutions)

• Excel is a an awesome end user interface Connect, type in directly, zoom, keep only / remove only and more Lots of other reporting and analytic front ends (OAC BI, OAC DV, Narrative 

Reporting, FR, CXO, Applied OLAP ‐ )

• Ragged hierarchies supported and work really well• Asymmetric reporting and queries• Powerful calculations• “Not technical” – typically business users create and maintain• Easy security maintenance

Support Matrix for Essbase 19c On-Prem

• Oracle Linux 7.x• Oracle DB for Metadata RCU

12.1c, 12.2c, 18c

• Security integration with other directory services Supported via WebLogic or IDCS (if you have OCI)

• Long-term Expanded support matrix Windows probably next (majority of customer base is Windows)

Oracle Analytics

Analytics Products

https://www.oracle.com/solutions/business-analytics/

Oracle Analytics Cloud

Data Analysis & Collaboration

DataPreparation

Data Sources

Data & ModelCatalog

ERPs Data Warehouses Unstructured Data Excel

Dashboards ReportingSelf-ServiceAnalytics

MobileDevices

NaturalLanguage

Storytelling

InteractiveData Prep

Data Flows ML Based Deep Profiling

Identify Data Sensitivities

Knowledge based

Enrichment

Enterprise Sematic Models

Direct, Self ServiceAccess to Data

Sources

Live query Federation to Heterogeneous

systems

Machine Learning Model Catalog &

Execution

Community of Users: Business, Analysts, IT, Admins, Developers

EssbaseEPM

Data Visualization• Self service data exploration and analytics in visual, modern BI interface• Connect to Essbase cubes as well as well as many other data sources for data exploration,

analyses, and dashboards• Click and drag UI to create visualizations• Create multiple canvases / insights• Presentation and story telling mode• Use Data Flows to Wrangle and Mashup Data

to create new Datasets• Ever expanding library of visualizations • Any user / no tech skills required• Machine Learning• Artificial intelligence• Natural language• Custom visualization plug-ins available from online library

OAC BI

• Guided analytics for users in traditional BI interface

• Click the button user experiences through pre-existing dashboards to understand and investigate information

• Control over formatting and presentation of data• Reusable / repeatable presentations with

updated data• More modeling capabilities for sources / RPD• Report and dashboard designers create content

for audience• Developer requirement to model sources and

created dashboards and supporting analyses

OAC DV + OAC BI = Complete Solution

OAC DV OAC BI

OAC Enterprise

Analyses and Dashboards

Guided analyses and dashboards

OAC Standard

DV Projects

Self service exploration and

visualization

Data Visualization (DV) Create DV projects

Data exploration and analytics

Modern interface

Self service analytics

Single OAC Essbase cube per project

Click and drag UI to create powerful visualizations

Create multiple canvases and insights

Presentation and story telling mode

Any user / no tech skills required

BI Cloud Create analyses and

dashboards

Guided user experience through pre-existing dashboards

Traditional BI interface

Report and dashboard designers create content for audience

Resuable / repeatable presentations with updated data

More modeling capabilities / RPD

Slightly more technical requirement

OAC Published Reporting

• In OBIEE this was formally known as “BI Publisher”

• Enterprise Reporting Solution• Integrated with OAC BI• Highly Formatted, Pixel-Perfect

Reports • Sophisticated Report Generation • Expansive Distribution Capabilities • Report bursting• Integrated with OAC-Analytics

Cloud

Mobile Solutions with Oracle Day by Day

• Next generation of mobile analyticsdesigned to work with OAC BI

• Search and reports generated entirely on the mobile device

• Search can be typed or voice-controlled• Can configure content based on a

schedule or location• Access can be fingerprint secured• Smart Feeds to keep updated• Leverages BI Modeling layer

The Different Types of Reporting & Analysis User Options within Oracle

Statutory Reporting

Static Reporting

Ad Hoc Reporting

Narrative Reporting

Drill-through Reporting

NR/MR

NRNR/MR

NR/MR (using related content)

FR (using FDMEE / DM, EPM Cloud)

Excel / Smart View (using OAC drill through)

OAC BI Dashboards (using action links) / OTBI Dashboards

DV (using action links)

Dashboards –Guided Analysis

Data Visualization

Excel / Smart View

DV

OAC BI /OTBIDV

OAC BI Published ReportingExcel / Smart View

OAC BI / OTBI

What about existingEPM and BIcustomers?

Oracle will keep supporting your subscription until it expires (or you cancel and move to the new model).

(Standard or Enterprise)

PBCSEPBCSFCCSetcCS

• All new customer subscriptions will be offered using the new model• Existing customers will be able to renew or expand seats on anything

they have already ordered if they want to, but Oracle is encouraging them to renew on the new plan

Cancel and replace model ‐ LCM, cancel, establish a new contract, reload the LCM snapshot

• Existing customers looking to add a new service will need to purchase the new pricing model

Oracle Analytics Server

OAC Essbase

Essbase 19c

• If you own Essbase, you own Essbase 19c• There is a path for OAC Essbase customers to go to Essbase 19c• You can purchase Essbase 19c • You can install on OCI (for Essbase in the Cloud) or you can install on your own

hardware

Essbase

Oracle Analytics Server

OBIEEOracleAnalyticsServer

• If you own OBIEE, you own Oracle Analytics Server• Oracle Analytics Server will have full functional parity with Oracle Analytics Cloud*• Safe harbor: probably released Q4 of 2019• Goal is to release a new version every year

Oracle Exalytics

Exalytics Really nice Linux server:• Oracle

Analytics Server

• Essbase 19c On-Prem• Oracle no longer sells Exalytics

• They won’t take it away but what you have isbasically a nice server that you can install whatever you want on it

What About On-Prem?

Are you still thinking about an upgrade to 11.2 on-prem while considering Cloud in the more distant future?

11.2 Finally! It’s Here

11.2.0• Available today• It’s called an out-of-place upgrade• Uplift to FMW 12g release• Repository simplification (undo “System 9”)• Some features and products will be discontinued in 11.2• This release is primarily a back-end release:

it is NOT about new features.• Will still use Essbase 11.2.4.• Phased release on supported operating systems (Linus is first)

11.1.2.4 • Defect fixing, 3rd party certification updates, enhancements

through Dec 2020• Extended support available through Dec 2021

* Safe harbor: this may happen sooner, later, or never. You just never know with Oracle.

Discontinued ProductsOracle Hyperion Financial Management

• FM Analytics• Essbase Analytics Link for

HFM• Quantitative Management and

Reporting for Solvency

Oracle Hyperion Planning• HSF• Crystal Ball• SUI• Workforce Planning Module• Capital Expense Planning Module• Project Financial Planning

(PFPOffline Planning)

Oracle Hyperion Disclosure Management

Oracle Hyperion BI+• Interactive Reporting• Production Reporting• Web Analysis

Oracle Hyperion EPMAOracle EPM Mobile App

EPMA is officially dead in 11.2

Oracle Hyperion EPMA

Oracle Data Relationship Management* (DRM)

* Lite version of DRM: only can be used with Hyperion on-prem apps, no DRG, etc.

Oracle Analytics Server

OAC Essbase

Essbase 19c

• If you own Essbase, you own Essbase 19c• There is a path for OAC Essbase customers to go to Essbase 19c• You can purchase Essbase 19c • You can install on OCI (for Essbase in the Cloud) or you can install on your own

hardware (future release)

Essbase

In Closing…

Is this you? If so, EPM & BI solutions can help

Oracle BI & EPM Cloud Landscape 2020

OLTP & ODSSystems

Data WarehousesData Marts

PackagedApplications

(Oracle, SAP, Others)Excel

XML/OfficeBusiness

ProcessesOLAP

SourcesExadata Unstructured & Semi-Structured

Data

Sou

rces

Oracle Analytics Cloud (OAC)Pl

atfo

rmas

a S

ervic

e/ D

B

Detect& Alert

OfficeIntegration SearchQuery &

AnalysisReporting &Publishing

InteractiveDashboards & Visualizations

AI, ML, Natural Language Mobile

Repo

rting

& An

alys

isSo

ftwar

e as

a S

ervic

e

Financial Consolidation & Close Cloud (FCC)

Account ReconciliationCloud (ARC)

Tax ReportingCloud (TRC)

Profitability & Cost Management Cloud (PCM)Planning Cloud

• Modules• Free form planning

Narrative Reporting Cloud

Financial Close Planning Standalone Enterprise Data Managem

ent Cloud (EDM

C)

EPRCS OAC Publisher Smart View Smart View OAC DV OAC DV & OAC BI OAC Day by Day

Strategic Workforce

Sales Planning

Essbase 19c

A Whole New World with EPM Cloud

• Market leading Cloud solutions• Hybrid solutions work!• Simpler subscription options – two options to get all of the EPM Cloud solutions• Complementary to your ERP

Let your ERP do what it does best which is transact Let the EPM solutions do what they do best

• Planning Cloud > forecasting and budgeting and reporting• FCC Cloud > consolidation and close and reporting• Account Reconciliation Cloud > reconciliation process• Narrative Reporting Cloud > enabling reporting solution for EPM and non-EPM sources• Profitability & Cost Management Cloud > allocations and costing• Enterprise Data Management Cloud > manage hierarchies• You don’t know what your missing if you haven’t tried Essbase

• ERP Agnostic

Tracy McMullentmcmullen@interrel.com

Thank you!Questions & Answers