Smart View and Financial Reporting Training

Mija Deering

Principal Solutions Manager

SmartView and Financial Reports

Training: Tips & Tricks

Presented at NEOAUG

June 10, 2013

Agenda

2

► About Edgewater Ranzal

► Training Services

► Tips & Tricks

► SmartView

► Financial Reports

► Q&A

Focus

Services

People

Methodology

Customers

Partnership

About Edgewater Ranzal

15 Years

700+ clients

1000+ projects

3

Our Services Dashboards & Scorecards,

Profitability & Cost Mgmt, Financial

Analytics & Reporting, Operational

Analytics, What-if Analysis, Query &

Reporting, Visual Exploration

Financial performance, Legal,

Segment & Mgmt Reporting, Financial

Close

HFM Optimization, Performance Lab

SOX Compliance Support

Planning, Budgeting, Forecasting,

Workforce Planning, Capital

Planning, Project Planning, Public

Sector Budgeting, Strategic

Finance

Data Integration, Financial Data

Management, Data Warehousing, Master

Data Management (DRM), ETL Services

(ODI), Performance Tuning, Automation

Project/Program Mgmt, EPM

Road Maps, Application

Reviews, Business

Requirements, Process

Change, Documentation

Installation, Upgrades,

Migration, System

Monitoring, Backup and

Recovery, Disaster

Recovery, Load Testing,

Hardware Sizing

Consolidation &

Reporting

Business

Intelligence

Enterprise

Planning

Infrastructure

Training

Support

Services

Data

Services

Project

Management

Support Services – Technical

and functional Support

Services. Remote Service

Desk available to call for quick

response to technical and

application issues. Training

– HFM, Planning, Essbase custom Training

Class as well as Remote and CBT

4

Training Services

5

► Keyteach Partnership

► Standard Scheduled Class Locations:

► Wakefield, MA

► White Plains, NY

► Atlanta, GA

► Chicago, IL

► Onsite Training – Standard and/or Customized Classes

► Course Offerings

► Multiple Audiences – Admin to End User to Project

Team

► Oracle EPM Platform

► Our Instructors

6

SmartView – Tips & Tricks

►SmartView Options & Ribbon

►Multiple Grids

►Planning

►Analyze

►Ad Hoc Analysis

►Show History

Note: Screenshots taken from v11.1.2.2.

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SmartView – Tips & Tricks

►SmartView Options & Ribbon

►Multiple Grids

►Planning

►Analyze

►Ad Hoc Analysis

►Show History

SmartView Options & Ribbon

SmartView Quick Options

10

SmartView – Tips & Tricks

►SmartView Options & Ribbon

►Multiple Grids

►Planning

►Analyze

►Ad Hoc Analysis

►Show History

Multiple Grids – Essbase Ad Hoc Analysis

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Multiple Grids – Essbase Ad Hoc Analysis

To enable multiple grid ad hoc

analysis:

1) Select first database

connection and select ad hoc

analysis.

2) Select a range of cells

somewhere else on the

worksheet and select

another database. Enable

Ad Hoc Analysis.

3) Click the option Use Sheet

for Multiple Grid Adhoc and

now you can continue to drill.

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SmartView – Tips & Tricks

►SmartView Options & Ribbon

►Multiple Grids

►Planning

►Analyze

►Ad Hoc Analysis

►Show History

Enhanced Planning Features

Using SmartView, Planning

Users can

Open Forms – both Simple

and Composite

Open Task Lists

Perform Ad Hoc Analysis

Analyze Planning Forms

Analyze Planning Forms

Planning Form Member Selections

SmartView can be used to access Planning

Forms, Task Lists, etc.

SmartView can also be used for ad hoc analysis.

Notice: When doing ad hoc analysis, users do

not see the HSP_Rates dimension.

Planning Ad Hoc Analysis

Planning Ad Hoc Analysis

Planning Ad Hoc Analysis

Planning Show History

Enabled by Planning Admin under

Administration -> Application -> Reporting

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Financial Reports – Tips & Tricks

►Member Selection

►Using Substitution Variables

►Rolling Periods

►Member Formulas

►Database Mappings

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Financial Reports – Tips & Tricks

►Member Selection

►Using Substitution Variables

►Rolling Periods

►Member Formulas

►Database Mappings

Member Selection

Question - Did you know that a dimension can be set as a User POV

dimension and also be displayed on the ROW, COLUMN or PAGE

dimension?

Member Selection

When using an HFM datasource, report designers can use BASE function to

select the bottom level of a particular node.

However, with Essbase and/or Planning datasources – must do Descendants AND

Level 0.

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Financial Reports – Tips & Tricks

►Member Selection

►Using Substitution Variables

►Rolling Periods

►Member Formulas

►Database Mappings

Substitution Variables

Not available with HFM datasources

Great for making reports dynamic and reduces maintenance.

Substitution Variables and Same As

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Financial Reports – Tips & Tricks

►Member Selection

►Using Substitution Variables

►Rolling Periods

►Member Formulas

►Database Mappings

User POV:

Period: Jun

Year: 2010

User POV:

Period: Nov

Year: 2009

Rolling Periods

Rolling Periods

Functions Used: Range and PeriodOffset

Used an HFM datasource

Rolling Periods

Note:

Range function specifies Years to Iterate Over is set to 1

Period Offset is set to -13. Evaluates prior 13 periods across 1 Year.

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Financial Reports – Tips & Tricks

►Member Selection

►Using Substitution Variables

►Rolling Periods

►Member Formulas

►Database Mappings

Avg Sales/Transactions = Sales / Transactions

Member Formulas Referencing Other Grids

Grid1: Sample/Basic

Grid2:

ASOSamp/Basic

Formula:

Grid1.[1]/Grid2.[2]

Member Formulas Referencing Other Grids

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Financial Reports – Tips & Tricks

►Member Selection

►Using Substitution Variables

►Rolling Periods

►Member Formulas

►Database Mappings

Mapping Databases

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Mapping Databases

Used an ASO (ASOSamp/Basic) and BSO (Sample/Basic) datasource

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Mapping Databases

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Financial Reports – Tips & Tricks

Q&A

Contact Info:

Mija Deering

[email protected]

Office: (914) 253-6600

Mobile: (914) 263-2476

Enhanced Planning Features