Hyperion Planning 11.1.2.3 Presentations

(1)

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

(2)

Hyperion Planning New Features

Agenda

Appendix

Planning with ASO

New Features in 11.1.2.3

Task Lists

Loading Metadata and Data

Core New Features

Release Information

Module Enhancements

New Features in 11.1.2.2

New Features in 11.1.2.1

(3)

Advanced EPM Workshops

Page 3

The Hackett Group

The ONLY Partner you can go to for “Total EPM”

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 utilize best practices

within my technology

implementation?

How do I successfully

implement and phase EPM

technology for the broadest

success?

What do I look like compared to

World Class Organizations and

peers?

What are the trends and best

practices to consider in the

marketplace?

(4)

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

(5)

Advanced EPM Workshops

Page 5

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

(6)

Hyperion Planning New Features

Agenda

Planning with ASO

Appendix

New Features in 11.1.2.3

Task Lists

Loading Metadata and Data

Core New Features

Release Information

Module Enhancements

New Features in 11.1.2.2

New Features in 11.1.2.1

(7)

Advanced EPM Workshops

Page 7

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

(8)

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

(9)

Advanced EPM Workshops

Page 9

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.

(10)

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

(11)

Advanced EPM Workshops

Page 11

Hyperion Planning New Features

Agenda

Task Lists

Appendix

New Features in 11.1.2.3

Loading Metadata and Data

Core New Features

Release Information

Module Enhancements

New Features in 11.1.2.2

New Features in 11.1.2.1

Planning with ASO

(12)

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

(13)

Advanced EPM Workshops

Page 13

Hyperion Planning New Features

Agenda

Loading Metadata and Data

Appendix

New Features in 11.1.2.3

Core New Features

Release Information

Module Enhancements

New Features in 11.1.2.2

New Features in 11.1.2.1

Planning with ASO

(14)

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

(15)

Advanced EPM Workshops

Page 15

Hyperion Planning 11.1.2.3

(16)

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

(17)

Advanced EPM Workshops

Page 17

Hyperion Planning 11.1.2.3

(18)

PFP Ships 47 tables & 14 views out of box

for loading metadata/data



Outline Load Utility to export metadata to a relational data source and export data to a flat

file.

Hyperion Planning 11.1.2.3

(19)

Advanced EPM Workshops

Page 19

Newly added

Project



Allows end users to

add new member

names on the fly



Members are

available for

immediate use. No

refresh needed.



Applicable on any

dimension hierarchy

that admin designates



Only for Planning

modules

Hyperion Planning 11.1.2.3

(20)

Hyperion Planning New Features

Agenda

Core New Features

Appendix

New Features in 11.1.2.3

Release Information

Module Enhancements

New Features in 11.1.2.2

New Features in 11.1.2.1

Planning with ASO

Task Lists

(21)

Advanced EPM Workshops

Page 21

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

(22)

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

(23)

Advanced EPM Workshops

Page 23

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

(24)

Hyperion Planning 11.1.2.3

Enhanced Deployment Report



Completing Services, Ports, Data

Folders



Location of FMW Homes and Instance

Homes

(25)

Advanced EPM Workshops

Page 25

Hyperion Planning 11.1.2.3

Rapid Deployment Wizard

(26)

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.

(27)

Advanced EPM Workshops

Page 27

Hyperion Planning New Features

Agenda

Module Enhancements

Appendix

New Features in 11.1.2.3

Release Information

New Features in 11.1.2.2

New Features in 11.1.2.1

Planning with ASO

Task Lists

Loading Metadata and Data

Core New Features

(28)

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

(29)

Advanced EPM Workshops

Page 29

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

(30)

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

(31)

Advanced EPM Workshops

Page 31

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)

(32)

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

(33)

Advanced EPM Workshops

Page 33

Hyperion Planning 11.1.2.3

Public Sector



Recurring Budgets



Revisions & Adjustments



Decision Package Reports

(34)

Hyperion Planning New Features

Agenda

Release Information

Appendix

New Features in 11.1.2.3

New Features in 11.1.2.2

New Features in 11.1.2.1

Planning with ASO

Task Lists

Loading Metadata and Data

Core New Features

(35)

Advanced EPM Workshops

Page 35

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

(36)

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

(37)

Advanced EPM Workshops

Page 37

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)

(38)

(39)

Advanced EPM Workshops

Page 39

Contact Information

Deanna Sunde

Sr. Director, EPM Planning & Essbase Practice

[email protected]

(818) 602-6052

(40)

(41)

Advanced EPM Workshops

Page 41

Hyperion Planning New Features

Agenda

Appendix

Planning with ASO

New Features in 11.1.2.3

Task Lists

Loading Metadata and Data

Core New Features

Release Information

Module Enhancements

New Features in 11.1.2.2

(42)

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

(43)

Advanced EPM Workshops

Page 43

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

(44)

Hyperion Planning 11.1.2.1

Conditional Formatting

(45)

Advanced EPM Workshops

Page 45

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

(46)

Hyperion Planning New Features

Agenda

Appendix

Planning with ASO

New Features in 11.1.2.3

Task Lists

Loading Metadata and Data

Core New Features

Release Information

Module Enhancements

New Features in 11.1.2.1

(47)

Advanced EPM Workshops

Page 47

Hyperion Planning 11.1.2.2

Role-Based Navigation



Role Based display of navigation options (“accordions”)



End User “Accordions”:

(48)

Hyperion Planning 11.1.2.2

Role-Based Navigation (cont)



Role Based display of navigation options (“accordions”)



End User “Accordions”:

(49)

Advanced EPM Workshops

Page 49

Hyperion Planning 11.1.2.2

Role-Based Navigation (cont.)

(50)

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

(51)

Advanced EPM Workshops

Page 51

Hyperion Planning 11.1.2.2

Bread Crumb Navigation

(52)

Hyperion Planning 11.1.2.2

Search & Filters Within Smart Lists



Smart type ahead search is now enabled within the Smart List values

(53)

Advanced EPM Workshops

Page 53

Hyperion Planning 11.1.2.2

Interactive Task Lists

(54)

Hyperion Planning 11.1.2.2

Master-Detail Composite Web Forms



Allow passing context dimension member from source form to target forms

(55)

Advanced EPM Workshops

Page 55

Hyperion Planning 11.1.2.2

(56)

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

(57)

Advanced EPM Workshops

Page 57

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

(58)

Hyperion Planning 11.1.2.2

Rolling Forecast Setup

(59)

Advanced EPM Workshops

Page 59

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

(60)

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

(61)

Advanced EPM Workshops

Page 61

Hyperion Planning 11.1.2.2

Cell Comments - Formatting

(62)

Hyperion Planning 11.1.2.2

Multiple Cell Comments



Multiple Comments can be attached to a cell:

(63)

Advanced EPM Workshops

Page 63

Hyperion Planning 11.1.2.2

(64)

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

(65)

Advanced EPM Workshops

Page 65

Hyperion Planning 11.1.2.2

Graphical Promotion Path

(66)

Hyperion Planning 11.1.2.2

Support for Approvals by Group

(67)

Advanced EPM Workshops

Page 67

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