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
ceichner@finitsolutions.com

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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

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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

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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 (gbarrett@finitsolutions.com) for more information

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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

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Finit’s Values

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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

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•
Some Finit Clients

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About the Presenter
Cindy Eichner
• 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

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Question and Answer

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• 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

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• 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

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• 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

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• 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

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• 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

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• 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

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• Manage Substitution Variables
• Rolling Forecasts
• Predictive Planning
• Charts
• Cell Data History
New Features

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• 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

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• 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

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• 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

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• Must be part of a composite form
– Bar
– Horizontal Bar
– Line
– Area
– Pie
– Scatter
Charts

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• 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

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• Overview
• Features
• Plan Types and Dimensions
• Pre-packaged
– Forms
– Business Rules
– Task Lists
– Menus
– Smart Lists
– Reports
New Module: Project Financial Planning

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• 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

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• 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

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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

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• Forms
• Business Rules
• Task Lists
• Menus
• Smart Lists
• Reports
Project Financial Planning: Pre-packaged

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Questions?
Email us for a
copy of the slides or a
link to the recording.
Finit Contacts
insights@finitsolutions.com
Cindy Eichner
302.834.8722
More EPM Questions?
ask@finitsolutions.com

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