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Oracle Analytics Partner of the Year
Are We Really Ready for the Cloud?
Cloud Addresses On-Prem Challenges
$Waiting for functionality updates
IT Expenses
High Software Purchase Fees Expansion Less Speed & AgilityExcel
Security Management
Definitions
• Cloud Software and services that run on the Internet Physical infrastructure (servers) in massive
data centers all over the world
• SaaS – Software as a Service Software licensing and delivery model – “pay as you grow”
subscription basis Centrally hosted, limiting additional hardware Accessed via thin client or web browser
• PaaS – Platform as a Service Similar to SaaS but often has a different licensing model Offers an entire platform to build upon, not just applications Cloud
ERP EPM
Tools: EPM Cloud, Essbase, OAC
Analyze, understand, and report on business
Mange the business
Management insight
Tools: Fusion
Day to Day transaction activities
Operate the business
Operational efficiencies
Definitions
• Enterprise Performance Management Management insight and business
management Analyze, understand, and report
• Intelligent Performance Management Embedded intelligence (e.g. auto predict) Intelligent Planning
• Signal detection and insight discovery Intelligent narrative Intelligent Process Automation
• Automate tasks like account recs, close process orchestration, consolidation
Oracle BI & EPM Cloud Landscape 2020
OLTP & ODSSystems
Data WarehousesData Marts
PackagedApplications
(Oracle, SAP, Others)Excel
XML/OfficeBusiness
ProcessesOLAP
SourcesExadata Unstructured & Semi-Structured
Data
Sou
rces
Oracle Analytics Cloud (OAC)Pl
atfo
rmas
a S
ervic
e/ D
B
Detect& Alert
OfficeIntegration SearchQuery &
AnalysisReporting &Publishing
InteractiveDashboards & Visualizations
AI, ML, Natural Language Mobile
Repo
rting
& An
alys
isSo
ftwar
e as
a S
ervic
e
Financial Consolidation & Close Cloud (FCC)
Account ReconciliationCloud (ARC)
Tax ReportingCloud (TRC)
Profitability & Cost Management Cloud (PCM)Planning Cloud
• Custom• Modules• Free form planning
Narrative Reporting Cloud
Financial Close Planning Standalone Enterprise Data Managem
ent Cloud (EDM
C)
NR OAC Publisher Smart View Smart View OAC DV OAC DV & OAC BI OAC Day by Day
Strategic Workforce
Sales Planning
Essbase 19c
Planning Cloud
• Centralized planning and forecasting solution• Shorten planning cycles, supports all forecasting methods• Improve plan & forecast accuracy• Planning in Excel supported, too!• Predictive planning• Approvals and dynamic workflow• “What if” modeling and sandboxes• Fast calculation engine (Essbase)• Powerful reporting and analysis• Threaded commentary• Supports dashboarding, reporting, and ad hoc• Role-based navigation flows• Fast and easy to deploy• Highly scalable• Drill through
Planning Cloud Features & Functions
• All of the On-prem Hyperon Planning features + a lot more
• What’s available in the Cloud that is not available in on-prem:
Simplified user interface Navigation flows Infolets & improved dashboarding Valid intersections Autosave Sandboxing Attribute dimension support End user enhancements App design enhancements Admin enhancements Rolling forecast Smart push Jobs, EPM Automate Data Management Free Form Planning
Dashboards in Smart View Planning Cloud Modules Enhancements for ASO Plan
types (calculation functions, performance)
Connectors to EPM, Financials, & HCM Cloud
Easier app backup & migration Detailed activity reports Groovy Hybrid Coming soon:
IPM Task Manager SDM Modern Dim Editor
Planning Cloud Modules (Prebuilt Content)
• Pre-configured, best-in-breed modules that save customers development time (formerly known as EPBCS frameworks)
• Pre-built content includes: Financial Statement Planning (includes Revenue, Expense, Balance Sheet, and Cash Flow Planning) Workforce Planning Capital Asset Planning Project Financial Planning Strategic Modeling
Strategic Modeling
• Strategic Modeling allows for comprehensive high level forecasting of financial statements and supports long range planning requirements
• It automatically creates all 3 financial statements (Income Statement, Balance Sheet, and Cash Flow Statements)
• Supports treasury activity, M&A, and more• Target users would be strategy groups
within FP&A and Treasury that would put together Board Packages, Investor Valuations, Merger & Acquisition teams
• Formerly called Scenario Modeling; based on on-prem HSF
Financial Consolidation & Close Cloud
Financial Consolidation & Close Cloud is Oracle’s SaaS EPM tool for the cloud specifically targeting the financial close.
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Key Benefits Best practices out-of-the-box to get up and running quickly A configurable and upgradable consolidation and close framework to
tailor the solution to specific requirements Easy to use and maintain An end to end consolidation and close solution Essbase engine = Powerful analytics and analysis for insight Pre-built hierarchies, calculations, and dashboards (e.g. Balance Sheet
Movement, FX/CTA calculations, automated cash flow) Configurable and custom calculations, minority interest, and more No infrastructure investments required
Supplemental Data and Task Manager
• Task Manager (formerly known as Close Manager) features allow you to assign, manage, and monitor tasks and define schedules with ordered set of tasks that must be executed for a specific close period
• Supplemental Data (often referred to on-prem acronym, Supplemental Data Manager) -enables you to extend your application to a more granular level of detail
• Task Manager and Supplemental Data are fully integrated in FCCS• Task Management can also be installed as standalone solution• These features will be available for all EPM Cloud solutions soon
Narrative Reporting Cloud
Narrative Reporting
-Tasks, due dates, & messages -Repository
-Any Excel-supported data source-Report packages
Management Reporting
-Highly formatted reports-Repository
-FR contender-EPM/BI Cloud data sources
-Reports
Disclosure Management Option-XBRL
-Supports regulatory filing-Repository
-Taxonomy designer-Easy path from on-prem DM to
Cloud
Next generation Financial Reporting; formerly known as EPRCS
Why is Narrative Reporting Important?
Cloud solution
Standalone – does not require EPM
Narrative reporting solution
Static reporting solution
Regulatory filing solution
(Disclosure Mgmt)
Process management, oversight, and
visibility
Works with any Excel-supported
data source
Oracle’s strategic reporting solution
Management Reporting in a Nutshell
• Create repeatable report definitions; accesses data in real time
• Supported data sources (cross cloud support): EPM/BI Cloud On‐prem Essbase Fusion Cloud OAC Essbase
• Very similar to / next generation Financial Reporting (FR)
• Same basic principles as FR, recycling many of the same functions
• Direct migration path from FR
Profitability & Cost Management Cloud
• Are you as profitable as you could be? What percentage of my customers, products, channels, etc. are driving most of my profitability? Which
ones are unprofitable? What proportion of resources to my customers, products, channels, etc. consume? What are my true costs to provide services or complete a business process? Can you answer these questions? How long will it take you to find the answers?
• Is your cost allocation process a nightmare? Manually intensive? Takes too long?
Profitability & Cost Management Cloud
• A user-driven profitability and cost management solution to support simple to complex allocations
Business users create, update and maintain cost allocation logic (unburden the GL and perform cost allocations here) and profitability models
• This is where you should be doing all of your allocations
• Full transparency of allocation logic and rules• Business user allocation rule creation / user interface• Comprehensive audit trail• Important actionable intelligence
is possible Who is my most profitable cust? What is my least profitable product?
Account Reconciliation Cloud
• Addresses the global reconciliation process• Reduces risk, providing real-time visibility into the
performance of account reconciliations • Ensures all reconciliations are properly qualified• Streamline and optimize performance by automating
certain reconciliation tasks and supporting risk-based reconciliation cycles
Rules based thresholds for auto‐reconciliations
• Integrated with transaction systems / supports transaction matching
Enterprise subscription for transaction matching
• Prebuilt features and reports and workflow• New analytics covering performance
and compliance• Integrations with Data Management
Tax Reporting Cloud
• Comprehensive stand-alone Tax provision and reporting solution
Data Collection, Calculation, Reporting Global: Federal, State/Provincial & International Addressing IFRS (IAS12) & US GAAP (ASC740)
• Manage tax reporting process Prebuilt and custom dashboards and reports Worklists Alerts and notifications
• Central repository with transparency and accountability for tax provision adjustments
• Supplemental data management supported• Integration with on-prem HFM & FCCS• Data & metadata integration with on-prem finance systems• Governance-like capability included
Enterprise Data Management Cloud
• Allows business users to manage master data (dimensions, hierarchies, etc.)
• Provides audit controls and accountability• Allows synchronization of master data
across all systems• System validations and verifications to
control hierarchies• Compare and easily update shared
hierarchies and dimensions• Subscriptions & node type converters to
manage master data across source and targets
• Approvals• Derived properties, and more
EPM Cloud Data Integration
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How will data be loaded into EPM Cloud?
Planning Cloud
Data Management
Web Data Form
Web Ad Hoc
Excel Smart View Data
FormExcel Smart View Ad Hoc
Simplified UI
FDMEE
Primary Methods of Loading Datao Data Management (DM) – Integrated ETL tool
that comes with subscription (free)o Manual Input via web– Data forms can be
designed for data input over the web; ad hoc submissions are supported as well
o Manual Input via Excel & Smart View – Data forms or ad hoc are also available in Excel
o Simplified data format – Export / import data in the simplified data format
o FDMEE – Traditional ETL tool for direct connections to some ERP systems. o Supports Event scriptso Separate Oracle purchase and requires infrastructure
Data Management
• Data integration tool that provides a single, systematic process for loading data from disparate systems into target analytical applications
• Fundamentally FDMEE in the Cloud• ETL for the business user – both data and metadata• Provides visibility, traceability, integrity, and
verification processes• Mapping capabilities by end users• Cloud Targets and sources / Flat files• Drill through to sources• Dimensions and data• Fully automated with EPM Automate• Comes with your EPM Cloud subscription• Direct connect with Cloud ERPs• New agent available to connect to
SQL Dbs PeopleSoft GL EBS GL
• More new features coming here…
Smart View
• Common Microsoft add-in for Oracle EPM solutions (both on premise and Cloud)
• Perform analysis and create highly formatted reports
• Plan in Excel• Perform Consolidations• Maintain dimensions• Often used by power users and
analysts who like to work in the Excel interface
• Integrate Oracle EPM System data to Word, PowerPoint, Excel, and Outlook
Now You Get All of these Solutions in One EPM Solution
• Shift away from cloud services to 1 solution that supports 4 main business processes
This does mean that except for legacy customers, the products will not be sold separately What was a “product” is now just a “business process” inside Oracle EPM Cloud
1. Planning: Planning, Profitability2. Financial Close: Financial Consolidation, Account Reconciliation,
Tax Reporting3. Narrative Reporting: Narrative Reporting4. Enterprise Data Management: Enterprise Data Management
• https://www.oracle.com/applications/performance-management/products.html
One EPM Solution: Two Subscription Options
• EPM Standard Planning Cloud Financial Consolidation & Close Cloud Account Reconciliation Cloud Narrative Reporting
• EPM Enterprise Planning Cloud + extra features/functions Financial Consolidation & Close Cloud + extras features/functions Account Reconciliation Cloud Narrative Reporting Profitability & Cost Management Cloud Enterprise Data Management Cloud
Oracle EPM Standard Subscription
ERPs Data Warehouses Unstructured Data Excel
• Custom Plan Types• Workforce• Projects• CapEx• Scenario Modeling• Financials
PLANNING• Consolidation• Account Reconciliation• Task Management• Supplemental Data
FINANCIAL CLOSE
DATAMANAGEMENT
Ad Hoc Management ReportsNarration Mobile
Oracle EPM Enterprise Subscription
ERPs Data Warehouses Unstructured Data Excel
• Custom Plan Types• Workforce• Projects• CapEx• Scenario Modeling• Financials• Freeform (Essbase)• Groovy
PLANNING• Consolidation• Account Reconciliation• Task Management• Supplemental Data• Advanced Consolidation• Transaction Matching• Tax Reporting
FINANCIAL CLOSE
ENTERPRISEDATA
MANAGEMENT
Ad Hoc Management ReportsNarration Mobile
Profitability & Cost Management
Game Changer in Many Ways
• Changes the way we will architect and design applications• Changes the available options for reporting cubes• Flexibility in solution design• Best practice supporting tools included
Narrative reporting Account reconciliation Dimension management
Did I forget to mention Essbase?
Essbase
Essbase will not be a part of Oracle Analytics going forward.
BUT Essbase is continuing
Essbase 19c• Really just the next version of Essbase
• Available today for Oracle Cloud Infrastructure (OCI)• On-Prem: release planned 2020• Safe harbor: nothing ever goes as planned
• You have to do an out-of-place migration to move to 19c• If you are on OAC Essbase, you will have to setup an OCI instance, install
Essbase from the Marketplace, and move your OAC Essbase cubes to Essbase 19c on OCI
How Essbase Thinks
• Multidimensional cubes• Dimensions
Common grouping or hierarchy of master data
Organization Product Accounts
• Multidimensional view of your data = Business view of your data
• Magic filing cabinet!
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JAN
JAN
JAN
FEBFEB
LA
SF
PHX
LASF
SALES
SALES
MARGIN
SALESMARGIN
ACTUAL
ACTUAL
BUDGET
BUDGETACTUAL
500
250
180
300400
WEST
L.A.
S.F.
PHX
DEN
Actuals BudgetSales Margin Sales Margin
Essbase Sweet Spot (and why it beats relational solutions)
• Excel is a an awesome end user interface Connect, type in directly, zoom, keep only / remove only and more Lots of other reporting and analytic front ends (OAC BI, OAC DV, Narrative
Reporting, FR, CXO, Applied OLAP ‐ )
• Ragged hierarchies supported and work really well• Asymmetric reporting and queries• Powerful calculations• “Not technical” – typically business users create and maintain• Easy security maintenance
Support Matrix for Essbase 19c On-Prem
• Oracle Linux 7.x• Oracle DB for Metadata RCU
12.1c, 12.2c, 18c
• Security integration with other directory services Supported via WebLogic or IDCS (if you have OCI)
• Long-term Expanded support matrix Windows probably next (majority of customer base is Windows)
Oracle Analytics
Analytics Products
https://www.oracle.com/solutions/business-analytics/
Oracle Analytics Cloud
Data Analysis & Collaboration
DataPreparation
Data Sources
Data & ModelCatalog
ERPs Data Warehouses Unstructured Data Excel
Dashboards ReportingSelf-ServiceAnalytics
MobileDevices
NaturalLanguage
Storytelling
InteractiveData Prep
Data Flows ML Based Deep Profiling
Identify Data Sensitivities
Knowledge based
Enrichment
Enterprise Sematic Models
Direct, Self ServiceAccess to Data
Sources
Live query Federation to Heterogeneous
systems
Machine Learning Model Catalog &
Execution
Community of Users: Business, Analysts, IT, Admins, Developers
EssbaseEPM
Data Visualization• Self service data exploration and analytics in visual, modern BI interface• Connect to Essbase cubes as well as well as many other data sources for data exploration,
analyses, and dashboards• Click and drag UI to create visualizations• Create multiple canvases / insights• Presentation and story telling mode• Use Data Flows to Wrangle and Mashup Data
to create new Datasets• Ever expanding library of visualizations • Any user / no tech skills required• Machine Learning• Artificial intelligence• Natural language• Custom visualization plug-ins available from online library
OAC BI
• Guided analytics for users in traditional BI interface
• Click the button user experiences through pre-existing dashboards to understand and investigate information
• Control over formatting and presentation of data• Reusable / repeatable presentations with
updated data• More modeling capabilities for sources / RPD• Report and dashboard designers create content
for audience• Developer requirement to model sources and
created dashboards and supporting analyses
OAC DV + OAC BI = Complete Solution
OAC DV OAC BI
OAC Enterprise
Analyses and Dashboards
Guided analyses and dashboards
OAC Standard
DV Projects
Self service exploration and
visualization
Data Visualization (DV) Create DV projects
Data exploration and analytics
Modern interface
Self service analytics
Single OAC Essbase cube per project
Click and drag UI to create powerful visualizations
Create multiple canvases and insights
Presentation and story telling mode
Any user / no tech skills required
BI Cloud Create analyses and
dashboards
Guided user experience through pre-existing dashboards
Traditional BI interface
Report and dashboard designers create content for audience
Resuable / repeatable presentations with updated data
More modeling capabilities / RPD
Slightly more technical requirement
OAC Published Reporting
• In OBIEE this was formally known as “BI Publisher”
• Enterprise Reporting Solution• Integrated with OAC BI• Highly Formatted, Pixel-Perfect
Reports • Sophisticated Report Generation • Expansive Distribution Capabilities • Report bursting• Integrated with OAC-Analytics
Cloud
Mobile Solutions with Oracle Day by Day
• Next generation of mobile analyticsdesigned to work with OAC BI
• Search and reports generated entirely on the mobile device
• Search can be typed or voice-controlled• Can configure content based on a
schedule or location• Access can be fingerprint secured• Smart Feeds to keep updated• Leverages BI Modeling layer
The Different Types of Reporting & Analysis User Options within Oracle
Statutory Reporting
Static Reporting
Ad Hoc Reporting
Narrative Reporting
Drill-through Reporting
NR/MR
NRNR/MR
NR/MR (using related content)
FR (using FDMEE / DM, EPM Cloud)
Excel / Smart View (using OAC drill through)
OAC BI Dashboards (using action links) / OTBI Dashboards
DV (using action links)
Dashboards –Guided Analysis
Data Visualization
Excel / Smart View
DV
OAC BI /OTBIDV
OAC BI Published ReportingExcel / Smart View
OAC BI / OTBI
What about existingEPM and BIcustomers?
Oracle will keep supporting your subscription until it expires (or you cancel and move to the new model).
(Standard or Enterprise)
PBCSEPBCSFCCSetcCS
• All new customer subscriptions will be offered using the new model• Existing customers will be able to renew or expand seats on anything
they have already ordered if they want to, but Oracle is encouraging them to renew on the new plan
Cancel and replace model ‐ LCM, cancel, establish a new contract, reload the LCM snapshot
• Existing customers looking to add a new service will need to purchase the new pricing model
Oracle Analytics Server
OAC Essbase
Essbase 19c
• If you own Essbase, you own Essbase 19c• There is a path for OAC Essbase customers to go to Essbase 19c• You can purchase Essbase 19c • You can install on OCI (for Essbase in the Cloud) or you can install on your own
hardware
Essbase
Oracle Analytics Server
OBIEEOracleAnalyticsServer
• If you own OBIEE, you own Oracle Analytics Server• Oracle Analytics Server will have full functional parity with Oracle Analytics Cloud*• Safe harbor: probably released Q4 of 2019• Goal is to release a new version every year
Oracle Exalytics
Exalytics Really nice Linux server:• Oracle
Analytics Server
• Essbase 19c On-Prem• Oracle no longer sells Exalytics
• They won’t take it away but what you have isbasically a nice server that you can install whatever you want on it
What About On-Prem?
Are you still thinking about an upgrade to 11.2 on-prem while considering Cloud in the more distant future?
11.2 Finally! It’s Here
11.2.0• Available today• It’s called an out-of-place upgrade• Uplift to FMW 12g release• Repository simplification (undo “System 9”)• Some features and products will be discontinued in 11.2• This release is primarily a back-end release:
it is NOT about new features.• Will still use Essbase 11.2.4.• Phased release on supported operating systems (Linus is first)
11.1.2.4 • Defect fixing, 3rd party certification updates, enhancements
through Dec 2020• Extended support available through Dec 2021
* Safe harbor: this may happen sooner, later, or never. You just never know with Oracle.
Discontinued ProductsOracle Hyperion Financial Management
• FM Analytics• Essbase Analytics Link for
HFM• Quantitative Management and
Reporting for Solvency
Oracle Hyperion Planning• HSF• Crystal Ball• SUI• Workforce Planning Module• Capital Expense Planning Module• Project Financial Planning
(PFPOffline Planning)
Oracle Hyperion Disclosure Management
Oracle Hyperion BI+• Interactive Reporting• Production Reporting• Web Analysis
Oracle Hyperion EPMAOracle EPM Mobile App
EPMA is officially dead in 11.2
Oracle Hyperion EPMA
Oracle Data Relationship Management* (DRM)
* Lite version of DRM: only can be used with Hyperion on-prem apps, no DRG, etc.
Oracle Analytics Server
OAC Essbase
Essbase 19c
• If you own Essbase, you own Essbase 19c• There is a path for OAC Essbase customers to go to Essbase 19c• You can purchase Essbase 19c • You can install on OCI (for Essbase in the Cloud) or you can install on your own
hardware (future release)
Essbase
In Closing…
Is this you? If so, EPM & BI solutions can help
Oracle BI & EPM Cloud Landscape 2020
OLTP & ODSSystems
Data WarehousesData Marts
PackagedApplications
(Oracle, SAP, Others)Excel
XML/OfficeBusiness
ProcessesOLAP
SourcesExadata Unstructured & Semi-Structured
Data
Sou
rces
Oracle Analytics Cloud (OAC)Pl
atfo
rmas
a S
ervic
e/ D
B
Detect& Alert
OfficeIntegration SearchQuery &
AnalysisReporting &Publishing
InteractiveDashboards & Visualizations
AI, ML, Natural Language Mobile
Repo
rting
& An
alys
isSo
ftwar
e as
a S
ervic
e
Financial Consolidation & Close Cloud (FCC)
Account ReconciliationCloud (ARC)
Tax ReportingCloud (TRC)
Profitability & Cost Management Cloud (PCM)Planning Cloud
• Modules• Free form planning
Narrative Reporting Cloud
Financial Close Planning Standalone Enterprise Data Managem
ent Cloud (EDM
C)
EPRCS OAC Publisher Smart View Smart View OAC DV OAC DV & OAC BI OAC Day by Day
Strategic Workforce
Sales Planning
Essbase 19c
A Whole New World with EPM Cloud
• Market leading Cloud solutions• Hybrid solutions work!• Simpler subscription options – two options to get all of the EPM Cloud solutions• Complementary to your ERP
Let your ERP do what it does best which is transact Let the EPM solutions do what they do best
• Planning Cloud > forecasting and budgeting and reporting• FCC Cloud > consolidation and close and reporting• Account Reconciliation Cloud > reconciliation process• Narrative Reporting Cloud > enabling reporting solution for EPM and non-EPM sources• Profitability & Cost Management Cloud > allocations and costing• Enterprise Data Management Cloud > manage hierarchies• You don’t know what your missing if you haven’t tried Essbase
• ERP Agnostic
Tracy [email protected]
Thank you!Questions & Answers