Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4

www.finitsolutions.com

Getting the Most out of EPM:Introduction to Oracle Hyperion Planning –New Features in 11.1.2.4

May 8, 2014Greg Barrett([email protected])

Dennis Hogan ([email protected])

Chris Harris ([email protected])

http://www.finitsolutions.com/

mailto:[email protected]



www.finitsolutions.com- 2 -

Founded in 2002

70+ employees in 20+ statesMostly 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



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

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Upgrades

Full Cycle Implementations


www.finitsolutions.com

Finit Solutions Introduction

Finit as a company:

Who we are….Why? How?



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?



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?



Our values on which we ask you to provide consultant feedback:

Finit Values



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



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Question and Answer



About the Presenters

Dennis Hogan ([email protected])

• 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 ([email protected])

• 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





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



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



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



Simplified Interface



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



SmartView Enhancements



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



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



Form Enhancements

DEMO



Large Form – Simplified vs Standard



Large Form – Simplified vs Standard



Dashboards• Graphically compare key performance indicators with

charts, URLs to external websites, and commentary

• Simplified interface

• Easy to use drag and drop functionality



Dashboards Demo



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



Diagnostics



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



Job Scheduling



Questions?

Email us for a

copy of the slides or

link to the

recording.

Thank you for attending!- > Dennis Hogan

([email protected])

- > Chris Harris

([email protected])

- > [email protected]

- > General Questions Greg Barrett

([email protected])

Joe Mizerk ([email protected])







Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4

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