Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4
- 1. www.finitsolutions.com Getting the Most out of EPM: Introduction to Oracle Hyperion Planning – New Features in 11.1.2.4 May 8, 2014 Greg Barrett(gbarrett@finitsolutions.com) Dennis Hogan (dhogan@finitsolutions.com) Chris Harris (charris@finitsolutions.com)
- 2. www.finitsolutions.com - 2 - Founded in 2002 70+ employees in 20+ states Mostly CPAs, MBAs We have extensive Hyperion product and financial reporting backgrounds 100+ HFM Clients Managed several of the largest EPM projects in the U.S. Including the largest roll-out of HFM in North America Market Leader in ARM/FCM World Leader in FDM implementations and custom solutions 50+ Planning / Essbase Clients Finit Overview
- 3. www.finitsolutions.com - 3 - EPM Services Finit Answers Technical Support Functional / Admin Support Access to Hyperion SMEs Dedicated support team and guaranteed response times Customer Service Focus Flexible Time and Material support packages ‘Pay as you Go’ option Oracle Financial Close Suite Hyperion Financial Management Financial Close Manager Account Reconciliation Manager Hyperion Planning & Essbase Infrastructure Data Services Project / Program Management Redesign / Enhancements Product Upgrades Application enhancements / redesign Performance optimization Dedicated Support Upgrades Full Cycle Implementations
- 4. www.finitsolutions.com Finit Solutions Introduction Finit as a company: Who we are….Why? How?
- 5. www.finitsolutions.com - 5 - We make and deliver personalized financial reporting solutions and experiences. By listening, questioning, and analyzing By building relationships …not company to company, but person to person. We are Makers and Doers WHY is Finit Here?
- 6. www.finitsolutions.com - 6 - Run Finit like a Family Invest in our employees All owners actively involved in the business No debt or external owners Prioritize the customer; not profitability Long term stability Hire employees, not subcontractors Compensation model based on client satisfaction HOW do we achieve our beliefs?
- 7. www.finitsolutions.com - 7 - Our values on which we ask you to provide consultant feedback: Finit Values
- 8. www.finitsolutions.com - 8 - Our values, culture, and approach to becoming a trusted advisor to customers has led to 100% customer success for every Finit client (200+) and for every Oracle Hyperion project (400+) Finit Customer Success
- 9. www.finitsolutions.com - 9 - Some Finit Customers
- 10. www.finitsolutions.comSign up for Kscope15 using the FINIT code for a $100 discount on Registration!
- 11. www.finitsolutions.com - 11 - Question and Answer
- 12. www.finitsolutions.com - 12 - About the Presenters Dennis Hogan (dhogan@finitsolutions.com) • Member of the Hyperion Planning and Essbase practice • 15+ years Hyperion Experience • 7+ years experience consulting in Hyperion/EPM • Former board member for the Ohio Valley Oracle Application User Group Chris Harris (charris@finitsolutions.com) • Member of the Hyperion Planning and Essbase practice • 15 + years experience with Essbase, 9+ with Planning • 8+ years experience consulting in the Hyperion/EPM • Experience redesigning and implementing Planning and Essbase in conjunction with multiple ERP conversions
- 13. www.finitsolutions.com - 13 - 11.1.2.4 – Key New Features • Hybrid BSO/ASO (11.1.2.3.500) • Simplified Interface Overview • SmartView Enhancements • Form Enhancements • Drag and Drop Dashboard Capabilities • New Diagnostics Capabilities • Job Scheduling
- 14. www.finitsolutions.com - 14 - Hybrid Storage • Best of Both Worlds • Robust library of calculation functions available via BSO • On the fly rapid aggregation of results using the ASO Engine • BSO at Level 0 • ASO Aggregations • All Upper level sparse set to dynamic • Query optimizer uses ASO to return the aggregated values
- 15. www.finitsolutions.com - 15 - Simplified Interface • Cleaner/crisper look and feel • Administrator capabilities added to the simple interface • Refreshing the application • Managing Dimensions • Create or Rename • Import and Export Metadata • Modify storage settings • Modify Performance Settings / Evaluation Order • Visual overview of the application • # of Dimensions by Plan Type • # of Task Lists, Rules, Approval hierarchies
- 16. www.finitsolutions.com - 16 - Simplified Interface
- 17. www.finitsolutions.com - 17 - SmartView Enhancements • Submit Only – No Refresh • Can change saved data in Excel and submit without pulling latest from database • No need to refresh, change and submit • Submit Ranges • Only saves data in highlighted cells • Metadata Management
- 18. www.finitsolutions.com - 18 - SmartView Enhancements
- 19. www.finitsolutions.com - 19 - Form Enhancements • Client-side scripting produces major performance enhancements • Large forms display in seconds • Faster and smoother scrolling and inputs • Expanded formatting options • Background Colors • Bold, Italic, Underline etc. to highlight specific data
- 20. www.finitsolutions.com - 20 - Form Enhancements • Instant Save Option • Intelligence to save only added/changed data • Faster Saves • Automatic Save Option • Saves when moving off a cell • Set as a grid property by form • Undo Feature • Hot Key and Icon-based undo selection • Ability to back out changes since last form save/refresh
- 21. www.finitsolutions.com - 21 - Form Enhancements DEMO
- 22. www.finitsolutions.com - 22 - Large Form – Simplified vs Standard
- 23. www.finitsolutions.com - 23 - Large Form – Simplified vs Standard
- 24. www.finitsolutions.com - 24 - Dashboards • Graphically compare key performance indicators with charts, URLs to external websites, and commentary • Simplified interface • Easy to use drag and drop functionality
- 26. www.finitsolutions.com - 26 - Diagnostics • Grid Diagnostics • New menu section under the Tools menu (Standard Interface) • Allows an administrator to check Form performance • Good (less than 1 second) • Fair (1 to 5 seconds) • Poor (5 seconds or greater) • Grid Diagnostics provides form statistics including • Load time • Unsuppressed rows/columns • Number of pages
- 28. www.finitsolutions.com - 28 - Job Scheduling • Job Scheduling • Accessed via the Console (simplified interface) • The following administrative tasks can be scheduled: • Business Rules and Calc Scripts • Import/Export of Metadata & Data • Database Refreshes • Plan Type Maps • Jobs can be run Immediately or Scheduled
- 29. www.finitsolutions.com - 29 - Job Scheduling
- 30. www.finitsolutions.com - 30 - Questions? Email us for a copy of the slides or link to the recording. Thank you for attending! - > Dennis Hogan (dhogan@finitsolutions.com) - > Chris Harris (charris@finitsolutions.com) - > Insights@finitsolutions.com - > General Questions Greg Barrett (gbarrett@finitsolutions.com) Joe Mizerk (jmizerk@finitsolutions.com)