Hyperion Planning 11.1.2.3 Presentations

The Hackett Group “The Journey to World-Class”

Oracle OpenWorld 2013 - EPM Symposium What’s New in Oracle Hyperion Planning and Budgeting Solutions 11.1.2.3

Deanna Sunde Sr. Director, EPM Planning & Essbase Practice

Hyperion Planning New Features Agenda

New Features in 11.1.2.3 Planning with ASO Task Lists

Loading Metadata and Data Core New Features Module Enhancements Release Information Appendix New Features in 11.1.2.1 New Features in 11.1.2.2 Advanced EPM Workshops Page 2 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

The Hackett Group The ONLY Partner you can go to for “Total EPM” What do I look like compared to World Class Organizations and peers? What are the trends and best practices to consider in the marketplace?

How do I utilize best practices within my technology implementation? What best practices should I consider to be more efficient and effective? How can I continue to measure efficiency and effectiveness ongoing?

How do I successfully implement and phase EPM technology for the broadest success?

Advanced EPM Workshops Page 3 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

The Hackett Group – EPM Practice  #1 Oracle Enterprise Performance Management/Business Intelligence Partner  Oracle EPM Platinum Partner – 400+ successful Hyperion EPM implementations – 200+ dedicated EPM consultants with average 10 years experience – Majority are Oracle/Hyperion Certified with strong functional and industry knowledge

 Visit us: – Moscone South Booth 2015  Many of our consultants are: CPA’s, MBA’s, Six Sigma Black Belts, PMP’s  One of the few firms with: – Deep EPMA and Master Data Management expertise (DRM) – Infrastructure team that installs, troubleshoots and provides on-going software support, hosting, managed services and Hyperion lab environment – IFRS and tax integration solution specialists

 Online database of Best Practice Assets and Accelerators Advanced EPM Workshops Page 4 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Deanna Sunde, Sr. Director, EPM Planning & Essbase Practice  Oracle/Hyperion EPM Background – Have implemented Hyperion products for 13 years – Certified on Planning and Essbase

 Finance Background – Accounting and Financial management at Princess Cruises – 10 yrs – MBA in Finance, CPA (Inactive), BS in Economics

 User Group Participation – – – – – –

President, ODTUG Hyperion SIG (second year on BOD) Member of first graduating class of the ODTUG Leadership Program Assistant Track Lead for Planning KScope13 Presentation selection Committee member for Kscope13 ODTUG Technical Journal Editor's Choice award Speaker at many ODTUG and OAUG user conferences Member of SROAUG BOD for 6 years





Hyperion Planning 11.1.2.3 ASO Support in Planning  Ability to Include More LOB Users In the Planning Process – Write Back To Level Zero – More Granularity – Larger Models with More Dimensions  Product analysis - thousands of SKUs  Projects analysis - tasks, employees or asset items

 Agility and Visibility – Unified Planning, Reporting & Archiving – Full Planning Non-Numeric Capabilities – Faster Aggregation – Composite Forms with Dashboards – Unified Security Model


Hyperion Planning 11.1.2.3 ASO Support in Planning (cont.)  Add ASO cubes during app creation or later  Add additional BSO cubes (up to 3 without modules)  Max # of ASO Cubes is # of BSOs +1


Hyperion Planning 11.1.2.3 Licensing Clarification  Customers still need to have appropriate license  ASO license could be either through – A license for Full Use Essbase (through BIF) for unrestricted ASO use; – or ASO that comes with Enterprise – Financial Planning Suite (new), Project Financial Planning or Public Sector Budgeting gives customer ASO usage for users of that specific product or Suite components.


Hyperion Planning 11.1.2.3 BSO Only Features  Business Rules  Copy Data  Copy Version  Security Filters  Clear Cell Details  Suppress Missing Blocks  Map Reporting with ASO as Source  Outline Load Utility Data Load  Patch Release Support for ASO – Member Formulas – Solve Order





Hyperion Planning 11.1.2.3 Task List Interactive Visualizations  Generate charts that graphically represent the status of task lists  Create visualizations by status (completion), task type (forms, rules etc) or users  The new Task List Report page enables you to generate Microsoft Excel worksheets and PDF reports that contain task list data  Filter into relevant tasks from graph



New Features in 11.1.2.3 Planning with ASO

Task Lists Loading Metadata and Data Core New Features Module Enhancements Release Information Appendix New Features in 11.1.2.1 New Features in 11.1.2.2 Advanced EPM Workshops Page 13 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Hyperion Planning 11.1.2.3 Add and Update Dimensions and Members from Smart View  Quick Planning dimension creation and management from Excel – – – –

Add members using Smart View Update member properties directly from Smart View Submit changes without refresh ( new app property) Leverage native Excel capabilities for building member hierarchies

 Functional Administrators can work in native Excel  Needs Planning Admin Install

 Delivered first with Classic; later patch will make available for EPMA


Hyperion Planning 11.1.2.3 Add and Update Dimensions and Members from Smart View (cont.)


Hyperion Planning 11.1.2.3 Interface for Data and Metadata  Import and Export Data and Metadata from Planning User Interface  Direct loads from Planning – Flat file loads

 Indirect loads from FDM – Requires mapping – Drill back needs – Source integration needed


Hyperion Planning 11.1.2.3 Interface for Data and Metadata (cont.)


Hyperion Planning 11.1.2.3 Relational Import / Export Metadata/Data  Outline Load Utility to export metadata to a relational data source and export data to a flat file.

PFP Ships 47 tables & 14 views out of box for loading metadata/data


Hyperion Planning 11.1.2.3 Dynamic Modeling “On The Fly”  Allows end users to add new member names on the fly  Members are available for immediate use. No refresh needed.

Newly added Project

 Applicable on any dimension hierarchy that admin designates  Only for Planning modules





Hyperion Planning 11.1.2.3 Core Enhancements  Calc Manager Enhancements  Diagnostic Logging  Upload/Download LCM Zip From Browser

 Artifact Change Report  EPM Clone Utility  Periodic Idle Connection Flush

 Command Line Log Analysis Tool  Rapid Deployment Wizard  Enhanced Deployment Report  LCM Upgrade From11.1.1.4,11.1.2.x


Hyperion Planning 11.1.2.3 Calc Manager Xxx

 Global find and replace on application, plan type, rule, formula, script or templates  Ability to find in the Variable Designer  Compare - show the script of two rules side by side and highlight lines that are added, modified, or deleted  Ability to create variables using run time prompts for Essbase BSO applications  Create variables using dimension names (instead of types at global and application level)  Editing template macro call in the script using the template wizard  Script diagnostics - suggestions that can help improve performance of a script based on best practices  System template for currency conversion and allocation with exclude option  Essbase BSO Command Line Launcher Advanced EPM Workshops Page 22 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Hyperion Planning 11.1.2.3 Log File Analysis Utility & Report Xxx

 A command line tool that Provides a SQL like interface to the log files across the whole domain – Find root cause of a system issues by analyzing the log files  Can use ECID (Execution Context Identifier) to trace the flow of logs across multiple files.  Accepts parameters for restricting results  Can be run against “live” log files or offline copies


Hyperion Planning 11.1.2.3 Enhanced Deployment Report  Completing Services, Ports, Data Folders  Location of FMW Homes and Instance Homes  Additional info on size and usernames


Hyperion Planning 11.1.2.3 Rapid Deployment Wizard  Automates the entire process.. download the zip files, run this wizard


Hyperion Planning 11.1.2.3 Diagnostic Logging

LoggingType

Description

INCIDENT_ERROR:1 (SEVERE.intValue()+100)

Seriousproblemcausedbyunknownreasons.UsershavenowaytofixtheproblembythemselvesexceptforresortingtoOraclesupport.

ERROR:1(SEVERE)

SeriousproblemthatrequiresimmediateattentionfromtheSystemAdministratorandisnotcausedbyabugintheproduct.

WARNING:1(WARNING)

PotentialproblemthatshouldbereviewedbytheSystemAdministrator.

NOTIFICATION:1(INFO)

Majorlifecycleeventsuchastheactivationordeactivationofaprimarysub-componentorfeature.

NOTIFICATION:16(CONFIG)

Finerlevelofgranularityforreportingnormalevents.

TRACE:1(FINE)

Traceordebuginformationforeventsthataremeaningfultoendusersoftheproduct,suchaspublicAPIentry/exitpoints.Themessages shouldbeclearenoughtobeunderstoodbysomeonewhodoesnotknowinternalimplementationdetails.

TRACE:16(FINER)

DetailedtraceordebuginformationthatcanhelpOracleSupportdiagnoseproblemswithaparticularsubsystem.Themessagesshouldbe clearenoughtobeunderstoodbyOracleSupportengineerswhohaveadeepknowledgeoftheproductbutmaynotknowfulldetailsofthe internalimplementation.

TRACE:32(FINEST)

VerydetailedtraceordebuginformationthatintendedforanOracledeveloperworkingontheproductandwhoknowsenoughdetailsabout theimplementationofthesub-systemthatgeneratesthemessage.





Hyperion Planning 11.1.2.3 Workforce Planning  New Job Dimension – Enables Planners To Quickly Evaluate The Aggregated Forecast Impacts By Job Type – Make Adjustments To Employees Such As Assigning Them To Other Jobs – Ability To Plan For Jobs And Employees By Creating Multiple Open Requisitions – Useful When Planning For Entities If You Do Not Know Who Will Fill Newly Planned Positions  Configurable Task List-navigation Flow – Assign ser Groups Only To Specific Tasks – Serves As A Navigational Aid And Entry Point  Data Visualization: Composite Forms, Embedded Charts and Graphs


Hyperion Planning 11.1.2.3 Workforce Planning (cont.)  Driver Based Calculations – Remove The Need To Manually Modify Rules To Change How Compensation Expenses Such As Benefits And Taxes Are – Performed, Such As By Percentage Of Salary – Compensation Expense Calculations Are Now Subject To Rates Entered In Planning Forms – Built To Include Custom Tasks Particular To Your Business Needs


Hyperion Planning 11.1.2.3 Capital Asset Planning      

Planning for Leased Assets Driver Based Calculations Enhanced Improvements Functionality Task List Based Navigation Flow Higher Usage Of Composite Forms Using Charts And Graphs For Data Visualization


Hyperion Planning 11.1.2.3 Project Financial Planning  Earned Value Management (EVM) measures to monitor project performance – Forecast EAC (estimate at completion) and a project completion date – Show cost variance and schedule variance trends – Compare performance of different projects – New form for EVM analysis and new BR for calculating imported projects  What If capabilities – Set targets for an entity to help analyze the performance of projects – Shift Project Start and End dates and have all project data shift along with the dates  Revenue planning for capital projects – Revenue impacts on financial statements is calculated after the asset is ready and placed in service  Leverage member “on the fly” functionality to show user defined project  Relational tables as source and target for data and metadata (Enables Direct Loading)  ASO capabilities for archived project data and project reporting data Advanced EPM Workshops Page 31 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Hyperion Planning 11.1.2.3 Hyperion Strategic Finance  Seamless MS Office Integration – Extended Smart View Features (almost all features in Excel)             

Ability to Freeze panes for Entity Change Fiscal Year End and Actual/Deal Periods Entity Structures Depreciation Scheduler ECM Copy Local file to Server User Preferences ACM Global Assumptions Create new templates and entities in Smart View Client side Consolidations (Offline Consolidations) Debt Scheduler Office 2010 64-bit Support Advanced EPM Workshops Page 32 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Hyperion Planning 11.1.2.3 Public Sector  Recurring Budgets  Revisions & Adjustments  Decision Package Reports





Hyperion Planning 11.1.2.3 Information Portal  http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html – Documentation Library – Cumulative Feature Overview Tool – Defects Fixed Finder Tool – EPM System Supported Platform Matrices – EPM White Papers and Data Sheets – Oracle University Training – User Productivity Kit (UPK) – Certification Programs – Social Media – LinkedIn, Twitter, Facebook, Google+  Mobile Content – http://docs.oracle.com/cd/E17236_01/nav/portal_1.htm Advanced EPM Workshops Page 35 © 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Hyperion Planning 11.1.2.3 Platform Support and Patches  Firefox 17.x+ and IE9  Browser JRE Plug In 1.7.0_07+  Direct Upgrade Paths from 11.1.1.4 – For 11.1.1.0.x to 11.1.1.3.x, apply maintenance release to 11.1.1.4 and then upgrade to 11.1.2.3 – For 9.3.3, upgrade to 11.1.2.2 and then apply maintenance release 11.1.2.3  Maintenance Paths from 11.1.2.X

 Patches – R11.1.2.3.100 (Sep 2013)


Hyperion Planning 11.1.2.3 New Planning Suite  Enterprise Financial Planning Suite (EFPS) Browser JRE Plug In 1.7.0_07+  Includes – HSF – Hyperion Planning – Applications: Project Financial Planning – Modules: Capex, Workforce – FDM EE (Enterprise Edition) – Full use ASO usage for all users of all products within the Suite


Advanced EPM Workshops Page 38

Copyright © 2010, Oracle and/or affiliates. Allof thisrights © 2013 The Hackett Group, Inc. its All rights reserved. Reproduction document orreserved. any portion thereof without prior written consent is prohibited.

Contact Information

Deanna Sunde Sr. Director, EPM Planning & Essbase Practice [email protected] (818) 602-6052






Hyperion Essbase 11.1.2.x Core Enhancements  Performance – Exalytics – Better use of memory and processors

 BSO – Multithread restructure – Parallel data export – Parallel data load

 ASO – Calculations -Allocations – Partial Clear

 Synch with Shared Services not necessary


Hyperion Planning 11.1.2.1 Core Enhancements  Full 64-bit OS support – Stability – Performance – Better Memory Utilization

 Enhanced Process Management  Conditional Formatting in Web Forms  Data Validation defined in application

 New Web Form Designer  Map Application to Reporting Application – Smart Lists to Dimensions


Hyperion Planning 11.1.2.1 Conditional Formatting


Hyperion Planning 11.1.2.1 Smart View  Essbase Excel Add in functionality now in Smart View – – – –

Multiple Data Grids on One Tab Member Names and Aliases on the rows Performance Toggle the POV

 Ability to type directly into Smart View POV toolbar  Task lists and Process Management can be accessed in Smart View





Hyperion Planning 11.1.2.2 Role-Based Navigation  Role Based display of navigation options (“accordions”)  End User “Accordions”:  No longer use Advanced and Basic Modes


Hyperion Planning 11.1.2.2 Role-Based Navigation (cont)  Role Based display of navigation options (“accordions”)  End User “Accordions”:  No longer use Advanced and Basic Modes


Hyperion Planning 11.1.2.2 Role-Based Navigation (cont.)  Admin “Accordions”:


Hyperion Planning 11.1.2.2 Display Dimension Name in Page Axis  View menu option to toggle visualization of dimension names of page members in a form


Hyperion Planning 11.1.2.2 Bread Crumb Navigation  Forms with right-click menu navigation to other forms display a navigation trail


Hyperion Planning 11.1.2.2 Search & Filters Within Smart Lists  Smart type ahead search is now enabled within the Smart List values – Type in a letter or string and the list will be auto filtered based on type‐ahead


Hyperion Planning 11.1.2.2 Interactive Task Lists  Selecting the Task List shows the Task List Status page:


Hyperion Planning 11.1.2.2 Master-Detail Composite Web Forms  Allow passing context dimension member from source form to target forms – Dimensions for which context is being passed must be in the page or POV area of the target form


Hyperion Planning 11.1.2.2 Master-Detail Composite Web Forms Definition


Hyperion Planning 11.1.2.2 Graphs in Web Forms  Composite grid layouts can include: – Planning forms and ad‐hoc grids – Either can be designated as a graph

 The same form or ad hoc grid can be reused within the composite grid – e.g., one in its original form and another as a graph

 Graphs are enabled for drill down to the lowest level within the dimensions in the base form definition


Hyperion Planning 11.1.2.2 Rolling Forecast Setup  Set up rolling forecast forms using the form designer  Required substitution variables are created on the fly and values assigned to them automatically: – These can be managed from within Planning web UI directly – When shifting rolling forecast periods, the shift is auto-generated for all forms which have been set up for rolling forecast


Hyperion Planning 11.1.2.2 Rolling Forecast Setup

Budget Administrator


User Interface

Hyperion Planning 11.1.2.2 Define Precision Setting at Currency Level  The data form definition can be set to pick the decimal precision from the currency dimension and ignore the default settings


Hyperion Planning 11.1.2.2 All Years Parent  During application creation, All Years can be chosen as the parent member of the ‘Year’ dimension – Facilitates aggregations and calculation across multiple years


Hyperion Planning 11.1.2.2 Cell Comments - Formatting  Text formatting can be applied to comments


Hyperion Planning 11.1.2.2 Multiple Cell Comments  Multiple Comments can be attached to a cell: – All comments are tracked by user id and date timestamp and are not editable once submitted.


Hyperion Planning 11.1.2.2 Attach Multiple Documents to a Cell


Hyperion Planning 11.1.2.2 Configurable Message for Business Rules Dialog  Designers can now include a message to confirm when a business rule has been launched


Hyperion Planning 11.1.2.2 Graphical Promotion Path  Images can be added in the promotion path display


Hyperion Planning 11.1.2.2 Support for Approvals by Group  Shared service groups can be assigned as owners of Planning units


Hyperion Planning 11.1.2.2 Cell Level History & Audit  When data audit is enabled on the application, any user can drill into the cell level details to see the change history on the cell


Hyperion Planning 11.1.2.2 Grid Diagnostics  Administrators can track the performance of form grids from within the application


Hyperion Planning 11.1.2.2 Bi-Directional Language Support


Hyperion Planning 11.1.2.3 Presentations

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