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1 Copyright © 2016 MindStream Analytics. All rights reserved. DATA TRANSFORMERS EPM Reporting & Dashboards: What, When and How Seth Landau – COO & EVP, Consulting Services Jessica Benbow – Director, Consolidations, Reporting, Financial Close John Liette – Manager, Business Intelligence THE MONTHLY WEBINAR SERIES
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Page 1: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

1Copyright © 2016 MindStream Analytics. All rights reserved.

DATA TRANSFORMERS

EPM Reporting & Dashboards:What, When and How

Seth Landau – COO & EVP, Consulting ServicesJessica Benbow – Director, Consolidations, Reporting, Financial Close

John Liette – Manager, Business Intelligence

T H E M O N T H L Y W E B I N A R S E R I E S

Page 2: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

2Copyright © 2016 MindStream Analytics. All rights reserved.

About MindStreamMindStream Analytics is a leading consulting and managed services provider with a proven track record for helping leading global companies address their enterprise challenges, focused on delivering sustainable profitability and competitive advantage.

Data is a new economic asset that is rapidly expanding and changing. You're challenged to figure out how to use it to your organization's advantage. We work collaboratively with our clients and bringing innovative strategies that enable organizations to gain competitive edge and win with data.

MindStream has been recognized by CIOReview in November 2015 as a 100 “Most Promising Oracle Solutions Provider,” ProformaTech for our innovation, and others for our innovative thinking and business analytic applications expertise. In 2015, MindStream was named by MSPmentor as a “Top 501 Managed Services Provider.” We were recently named “Top 10 Fastest Growing Data Analytics Company 2016” by The Silicon Review.

Page 3: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

3Copyright © 2016 MindStream Analytics. All rights reserved.

About the Presenters• Seth Landau

• COO & EVP, Consulting Services• 20 years of experience in EPM• Certified Treasury Professional

• Jessica Benbow• Director, Consolidations, Reporting, Financial Close• 12+ HFM/ FDM(EE) Implementations• BS in Accounting

• John Liette• Manager, Business Intelligence• 9+ Years of BI Administration Experience• MBA in Project Management

Page 4: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

4Copyright © 2016 MindStream Analytics. All rights reserved.

Agenda

• Compare and contrast Reporting and Dashboards• Overview of Reporting/Dashboard

Tools• Choosing the right tool

Page 5: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

5Copyright © 2016 MindStream Analytics. All rights reserved.

Comparison MatrixHFR SV(Ad-hoc) SV(Formula) OBIEE EPRCS CXO

Approval/Workflow

Ease ofBuild/DynamicMembers

Collaboration/Commentary

WebBuild

Security Configuration

SOX/Controls

Non-Hyperion DataIntegration

ReportDistribution

Dashboards

IntegrationwithMicrosoftOffice

Drill-downinallDimension

TimetoImplement

Key Supports Supports withLimitations DoesnotSupport

Page 6: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

6Copyright © 2016 MindStream Analytics. All rights reserved.

Reports vs Dashboards

Page 7: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

7Copyright © 2016 MindStream Analytics. All rights reserved.

Reporting v Dashboards

“A dashboard is a visual display of the most important information needed to achieve one or more objectives which fits entirely on a single computer screen so it can be monitored at a glance.”

“A report is a document containing information organized in a narrative, graphic, or tabular form, prepared on ad hoc, periodic, recurring, regular, or as required basis.”

Page 8: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

8Copyright © 2016 MindStream Analytics. All rights reserved.

Reporting v DashboardsReports Dashboards

Reports can be short but are usually longer in nature Dashboards are short and concise

Reports have visual components Dashboards are visual

Reports include more background and data Dashboards focus on specific KPIs

Reports require more in-depth attention (i.e. require reading through)

Dashboards are meant to be monitored at a glance

Reports often tell more of a story Dashboards communicate specifics

Reports can include dashboards Dashboards cannot or at least should not include a true report

Reports tend to be more complex in nature Dashboards are simple

Reports can have actionable components Dashboards are actionable

Page 9: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

9Copyright © 2016 MindStream Analytics. All rights reserved.

Overview of Reporting/Dashboarding Tools

Page 10: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

10Copyright © 2016 MindStream Analytics. All rights reserved.

Reporting Tools

• Hyperion Financial Reporting Studio (HFR)• Hyperion SmartView• Oracle Business Intelligence

Enterprise Edition (OBIEE)• Oracle Enterprise Performance

Reporting Cloud Service (EPRCS)• CXO - Cockpit

Page 11: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

11Copyright © 2016 MindStream Analytics. All rights reserved.

Hyperion Financial Reporting Studio (HFR)

Page 12: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

12Copyright © 2016 MindStream Analytics. All rights reserved.

Hyperion Financial Reporting Studio (HFR)• Tool for designing and presenting analytic data graphically• Object oriented graphical report layout using: Text Boxes, Grids, Images,

and Charts• Integrates with HFM, Hyperion Planning, and Essbase• Objects can be used across multiple reports• Report build performed on the Win32 client• Report output available in HTML, PDF and XLS

Page 13: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

13Copyright © 2016 MindStream Analytics. All rights reserved.

HFR Report Build

1

2

3

5

6

7

4

(1)Text columns or rows that support Report format.

(2) Single “hard coded” member selection

(3) Dynamic member selection based on hierarchy(4) Formulas can be utilized (ie Sum, Var)

(5) Page functionality supporting multiple selections(6) Text functions to support Report format

(7) Selectable POV dimensions

(8) Hidden content

8

Page 14: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

14Copyright © 2016 MindStream Analytics. All rights reserved.

HFR Report Generation

1

2

1

2

(1) Expansion available in HTML but not PDF(2) Pages displayed as drop-down in HTML and as separate reports in PDF

Page 15: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

15Copyright © 2016 MindStream Analytics. All rights reserved.

Hyperion Smart View

Page 16: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

16Copyright © 2016 MindStream Analytics. All rights reserved.

Hyperion Smart ViewSmart View allows users to view, import, manipulate, distribute and share data from various data sources using Microsoft Excel, Word, Outlook and PowerPoint.

Typical uses include:

• Ad-hoc analysis

• Formatted reports based on formulas

• Data Form review/ submission

• Review HFR Reports

• Journal Entry submission

Data integration with:

• HFM

• Essbase

• Hyperion Planning

• FCM

• HFR

• PBCS

• EPRCS

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17Copyright © 2016 MindStream Analytics. All rights reserved.

Smart View – Ad Hoc

• Dynamic data analysis utilized to perform queries

(1) Drill into dimensions

(2) Utilize Excel formulas

(3) Can Pivot data between Rows/Columns

1

1

2

2

3

3

Essbase

HFM

Page 18: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

18Copyright © 2016 MindStream Analytics. All rights reserved.

Smart View – Formula Reports

• Best when used with HFM. May be used with Essbase/Planning but may have performance issues

1

(1) HS Function retrieves data from source(2) Manual Data Entry (potentially submitted back to source)

2

Page 19: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

19Copyright © 2016 MindStream Analytics. All rights reserved.

Smart View – Data Forms

• Used to review or submit data into the source application based on a controlled POV.

(1) Allows for Review or Submission of data

(2) Controlled Point of View

2

1

Page 20: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

20Copyright © 2016 MindStream Analytics. All rights reserved.

OBIEE

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21Copyright © 2016 MindStream Analytics. All rights reserved.

OBIEEEOracle Business Intelligence Enterprise Edition (OBIEE) is a package of reporting and analytics tools that provides a robust and scalable solution for providing insight into the reality of your business.

• Connects to nearly any source

• Queries relational databases, data cubes, flat files, big data sources and many other technologies

• Provides historical, real time, and predictive analytics capabilities

• Integrates with a wide variety of technologies including Oracle’s CRM, E-Business Suite, and Hyperion Platforms

• Oracle sells pre-packaged applications that contain out of the box integrations with Oracle products like CRM, E Business Suite and Hyperion tools

Page 22: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

22Copyright © 2016 MindStream Analytics. All rights reserved.

OBIEE Dashboards• Flexible reporting with a wide variety of visualization options

Photo:Oracle.com

Page 23: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

23Copyright © 2016 MindStream Analytics. All rights reserved.

OBIEE – Report Creation• Logicaldatamodelisstoredina

metadatarepository tolimittheamountof technicaldetailsauserneedstobesuccessfulandisorganizedbysubjectarea

• Availableattributeslistedontheleft,selecteditemsappearon theright,aswellasfilterconditions

• Supports SQLcalculationsandcommands(CaseStatements,statisticalfunctions,etc)

Page 24: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

24Copyright © 2016 MindStream Analytics. All rights reserved.

Enterprise Performance Reporting Cloud Service (EPRCS)

Page 25: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

25Copyright © 2016 MindStream Analytics. All rights reserved.

Enterprise Performance Reporting Cloud Service (EPRCS)

• Distribution: Users simultaneously updating different sections / doclets of reports

• Task Management: Notification of upcoming deliverables / alerts

• Reporting: External, Internal and Statutory Financial Reporting Needs

• Complete: Authoring, collaboration, commentary and delivery, including versioning

• Workflow: Approve reports sections and overall monitoring of the process

• Secure: Role-based, auditable access on desktop and mobile devices

• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ERP, OBIEE, RDBMS, Microsoft – utilizing Smart-view): can build an application in ERPCS to bring in dimension / data or go directly to the source depending on scope

Page 26: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

26Copyright © 2016 MindStream Analytics. All rights reserved.

EPRCS Home Page

Library

Page 27: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

27Copyright © 2016 MindStream Analytics. All rights reserved.

EPRCS – Authorizing / Workflow

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28Copyright © 2016 MindStream Analytics. All rights reserved.

EPRCS – Integration of data via Smart-view

Page 29: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

29Copyright © 2016 MindStream Analytics. All rights reserved.

CXO - Cockpit

Page 30: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

30Copyright © 2016 MindStream Analytics. All rights reserved.

CXO - Cockpit• Reporting and dashboarding platform that integrates will

multiple data sources to create Management and Board reporting.

• Seamless fit with the way companies work; including specialized processes, output and systems

• Guided and governed reporting with a focus on control and guided analysis for a shared narrative

• Supports the entire reporting story through the inclusion of core EPM data, supplemental (multi source) and commentary

• Preconfigured templates are available to speed up the implementation timeline

• Finance owned and Executive friendly resulting in easy to maintain and use reports

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31Copyright © 2016 MindStream Analytics. All rights reserved.

CXO – Design Studio(1) Member selection from source. Final lists can be reused.

1

2

3

43

5

6

(2) Expansion functionality. Custom expansions possible.

1

(3) Selectable comparison point. Pictorial example of comparison(4) Selectable Point of View. Display can be restricted/customized

(6) Report dimensions/parameters to customize appearance

(5) Additional account detail automatically available based on metadata.

Page 32: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

32Copyright © 2016 MindStream Analytics. All rights reserved.

CXO – Design Studio(1) Member selection from source. Final lists can be reused.

1

1

2 2

3

4

(2) Selectable comparison point. Pictorial example of comparison

(4) Report dimensions/parameters to customize appearance

(3) Pictorial illustration of variances over the periods compared.

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33Copyright © 2016 MindStream Analytics. All rights reserved.

CXO – Web Output• Multiple pre-formatted templates available

to create dynamic reports/dashboards

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34Copyright © 2016 MindStream Analytics. All rights reserved.

CXO - Storyboarding• Storyboarding allows for a collection of

reports to be created and easily distributed.

Page 35: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

35Copyright © 2016 MindStream Analytics. All rights reserved.

CXO - Commentary

1

1

2

(1) Footnote commentary which may be used for a specific line or data point

(2) Collection and reporting of commentary from all levels of the Organizational structure

Page 36: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

36Copyright © 2016 MindStream Analytics. All rights reserved.

Choosing the Right Tool

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37Copyright © 2016 MindStream Analytics. All rights reserved.

Tool Selection Procedures1. Collect and identify reports/dashboards to be created2. Review data and data source availability3. Determine report/dashboard audience4. Define report/dashboard requirements (i.e., comparisons,

commentary, workflow, security, etc.)

Page 38: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

38Copyright © 2016 MindStream Analytics. All rights reserved.

Comparison MatrixHFR SV(Ad-hoc) SV(Formula) OBIEE EPRCS CXO

Approval/Workflow

Ease ofBuild/DynamicMembers

Collaboration/Commentary

WebBuild

Security Configuration

SOX/Controls

Non-Hyperion DataIntegration

ReportDistribution

Dashboards

IntegrationwithMicrosoftOffice

Drill-downinallDimension

TimetoImplement

Approval/Workflow

Collaboration/Commentary

SecurityConfiguration

Non-HyperionDataIntegrationReportDistributionDashboards

Key Supports Supports withLimitations DoesnotSupport

Page 39: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

39Copyright © 2016 MindStream Analytics. All rights reserved.

Compare – DashboardsDashboards

HFR HFRisnottypicallyutilized forDashboardcreation.

SV (Ad-hoc) Ad-hocfunctionalityisnottypicallyutilizedforDashboard creation.

SV(Formula) Formula drivenSmartViewscouldbeutilizedforDashboardcreation,however,thisisamanualprocessandisnotavailableforreviewonmobiledevices.

OBIEE

DashboardsareaprimaryfunctionofOBIEE, whichcanbeviewedfromacomputerormobiledevice.Dashboardscanhostavarietyofreportsthatcombinetoprovideinsightintobusinessprocessesandstatus.Dynamicparametersallowonedashboardtoprovideawidevarietyofanglestoviewspecificdatapoints.

EPRCS While graphicalcapabilityforDashboardstechnicallycanbedoneviaSmart-view,EPRCSisinherentlynotaDashboardsolution.

CXO Support robust Dashboardsthatcanbeviewedontheuserscomputerormobiledevice.Also,multipleDashboardscanbecombinedtocreateaStoryboardfacilitatingaholisticreview.

Page 40: EPM Dashboard and Reporting - · PDF file• Integrate data and Metadata from various Oracle and non-Oracle sources (EPM, BI, ... Integrates with HFM, Hyperion Planning, Essbase, and

40Copyright © 2016 MindStream Analytics. All rights reserved.

Compare – Non-Hyperion Data IntegrationNon-Hyperion DataIntegration

HFR IntegrateswithHFM,HyperionPlanning,Essbase,andHPCM.Cannotbeusedwithnon-Hyperionproducts

SV (Ad-hoc) IntegrateswithHFM,HyperionPlanning,Essbase,andHPCM.Cannotbeusedwithnon-Hyperionproducts.

SV(Formula)IntegrateswithHFM,HyperionPlanning,Essbase,andHPCM.Datafromothersourcescanbylinkedintothesereportsbyutilizingcellreferencesorcopy/paste.ThisdatacanpotentiallybesubmittedbackintoaHyperionproduct.

OBIEE Integrates withawidevarietyofdatasources,includingrelationaldatabases,datacubes,flatfiles,bigdatasourcesandmanyothertechnologies.

EPRCS Providesflexibleintegrationcapabilitieswithnon-Hyperion sources,fromFlatFilestoERPstorelationaldatabasestoOBIEE.

CXOSupports dataintegrationwithOracle Hyperion,SAPBPC/BW/HANA,IBMTM1,Tagetik,MSSSAS,andmore.Withthereleaseofversion6.0datacanbedirectlyuploadedintotheCXOrepositoryfromflatfilesources(ie Excel).

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41Copyright © 2016 MindStream Analytics. All rights reserved.

Compare – Report DistributionReportDistribution

HFR ReportscanbegeneratedthroughaBatchprocessanemailedtoavarietyofusers.Limitations aroundseeing“live”dataafterdistributed.

SV (Ad-hoc) Nottypicallydistributedtomany users.ThesecanbesharedoverEmailoronaSharedDrive,however,user’sindividualOptionssettingsmaycausethead-hocs tonolongerfunction.

SV(Formula) CanbedistributedthroughEmail oronaSharedDrive,however,iftheuserreviewingthereportdoesnothaveaccesstotheSourceSystemnobalancewillbevisible.

OBIEEReportscanbeaccessedondemandorscheduledanddeliveredviaemail,FTP,andotherdeliverymethods, includingtheabilitytoschedulebasedonconditions (Example:ifReportAreturnsnoresults,runReportBandsendtothegroup).

EPRCS ReportPackagescanbedistributed ingroupsofreportsorbooksviamobile,web,orMicrosoftOffice.

CXOReportsorStoryboards canbedistributedtoanyuserwithReportVieweraccess.TheuserwillbeabletomakecontrolledmodificationstothePOVandrefreshdatatoget“live”results.Thesereportscanbeaccessfromtheuserscomputerormobiledevice.

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42Copyright © 2016 MindStream Analytics. All rights reserved.

Compare – Collaboration/CommentaryCollaboration/Commentary

HFR HFRdoesnotnativelysupporttheability tocaptureandreportoutUserCommentary.

SV (Ad-hoc) SmartViewAd-Hoc canbeusedtocaptureUserCommentarythroughCellText.However,thecommentarycannotbeconsolidatedandreportedoutatvariouslevelsoftheOrganization.

SV(Formula) SmartViewFormulas canbeusedtocaptureUserCommentarythroughCellText.However,thecommentarycannotbeconsolidatedandreportedoutatvariouslevelsoftheOrganization.

OBIEE OBIEEsupportswritebackfunctionalitytosomedatasourceswhichcouldbeconfiguredtosupportcommentary,butcommentaryisnotanoutoftheboxfeatureoftheapplication.

EPRCS EPRCSperforms reviewcyclesandcommentaryforindividualreportssectionsaswellastheentirereportpackage.Supports interactivecollaborationacrossmultipleusers.

CXO Richandflexiblereport-level,line-item andbookmarkcollaborativecommentaryandfootnotes. UserscaninputcommentarywhichcanbeconsolidatedasreportedoutatvariouslevelsoftheOrganization.

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43Copyright © 2016 MindStream Analytics. All rights reserved.

Compare – Approval/WorkflowApproval/Workflow

HFR HFRdoesnotnativelysupporttheability foruserstoApproveareportthroughadesignatedWorkflow.

SV (Ad-hoc) SmartViewAd-Hoc wouldnottypicallyrequireanApprovalprocess.However,ProcessManagementdatacanbereviewinanAd-Hoc.

SV(Formula)SmartViewFormulas doesnotnativelysupport theabilityforuserstoApproveareportthroughadesignatedWorkflow.However,SmartViewcanbeleveragedwithinothertools(ie IBMClarity)tomanagetheWorkflowprocess.

OBIEE OBIEEdoesnotsupport anapprovalworkflowprocess

EPRCS EPRCS offersinteractiveProcessworkflow,ApprovalsandStatusReporting.

CXO BeginningwithRelease6.0,web-basedadministrativeworkflowenabletrueAgileReporting.

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44Copyright © 2016 MindStream Analytics. All rights reserved.

Compare – Security ConfigurationSecurityConfiguration

HFR1. SharedServicesutilizedtocontrol/restrictaccess2. AbilitytosecureusersasReportDevelopersandReportUsers3. DatalevelsecurityinheritedfromSharedServices(ie Entitylevelaccess)

SV (Ad-hoc)/SV(Formula)

1. SharedServicesutilizedtocontrol/restrictaccess2. All userswithVieworhigheraccessmaycreateandviewAd-HocinSmartView3. AbilitytosubmitdatafromExceltosourcedatacanberestricted4. DatalevelsecurityinheritedfromSharedServices(ie Entitylevelaccess)

OBIEE

1. OBIEEdoesnotintegratew/SharedServices,itleveragesWeblogic services tocontrol/restrictaccess2. Weblogic canintegratetoenterpriseLDAPapplicationsaswellasdatabasestoredsecurity

authorizations3. Agranularlevelofauthorizationcanbegrantedtospecificfeaturesandfunctions ofthetoolset,as

wellasforwholesubjectareas, dataconnections, orevenrowlevelsecurity

EPRCS 1. EPRCSdoesnot integratewithSharedServices/UsersandGroupsaddedmanuallyorviabatchfile2. Offer6majorrolesinherentwithintheproductand3levelsofsecurity

CXO1. Doesnot integratewithSharedServices2. Abilitytosecure usersasReportAdministrator,ReportBuilderorReportViewer3. Datalevelsecurityfilteredcanbeenabled, however,not inheritedfromSharedServices

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45Copyright © 2016 MindStream Analytics. All rights reserved.

Thank you!Questions?

Jessica BenbowDirector, Consolidations, Reporting, Financial Close

Lisa SpencerEVP, Sales & Marketing

Office: 800.497.0151 ext. [email protected]

Office: [email protected]

Seth LandauCOO & EVP, Consulting Services

[email protected]

MindStream Analytics brings you…Expert Knowledge on EPM Reporting & Dashboards