Oracle Hyperion Planning : New Oracle Hyperion Planning : New

features, Tips and Tricksfeatures, Tips and Tricksfeatures, Tips and Tricksfeatures, Tips and Tricks

Lisette PendrighLisette Pendrigh

IntellientIntellient

Hyperion PlanningMarket Leading Planning, Budgeting and Forecasting product

• Centralized, not distributed

• Consistent assumptions and calculations#1

• Driver-based planning

• Align top-down with bottom-up

• Collaboration across organization

• Short budget cycles

• Transparency and Accountability

• Plan / Forecast Accuracy

#1Planning and

Budgeting

17%

13%

10%

8%6%5%5%

4%

4%

3%

3%3%

3%3%

3% 3% 2% 2% 2% 1%

Professional Services Financial Services

1008

1272

1624

2050

1000

1500

2000

2500

Hyperion Planning Customer Growth

• Hyperion Planning is the market leading Financial Planning, Budgeting and Forecasting product with over 2000+ customers at end of 2008

• Diverse customer base across several industries

• More than 150 customers with 1000+ user licenses

Professional Services Financial Services

Retail Industrial Manufacturing

High Technology Communications

Life Sciences Consumer Products

Travel & Transportation Healthcare

Media & Entertainment Public Sector

Automotive Utilities

Natural Resources Engineering & Construction

Oil & Gas Education & Research

1395

278

504

740

0

500

1000

2000 2001 2002 2003 2004 2005 2006 2007 2008

9.32007

End user productivity features

introducing Capital Asset Planning

11.1.1Lifecycle Management Calculation Manager

Document Attachments Ad Hoc Analysis in Smart View

Drill back to EBS ERP2008

9.2

4.0

4.1

2005

2007

End-user ease of use

Introducing Workforce Planning

System 9: Integrates out-of-the-box financial management applications

with a business intelligence platform

Localization

2006

Key Elements of Product Strategy

• Packaged ERP Integration

– Data – Inbound and Outbound

– Process – Within and beyond the EPM system

– Source Type – Oracle and non Oracle ERP sources– Source Type – Oracle and non Oracle ERP sources

• True Enterprise Planning

– Increased depth and breadth in Enterprise Planning

– Linking Financial Plans with Operational Plans

– Industry Specific offerings

• Best in Class Functionality

– Best in class Web and MS Office user experience

– Best in class scalability and performance

– Best in class support for workflow and process management

11.1.1.1

PUBLIC SECTOR BUDGETING

� Process Management

� Smart View for Planning

� Data Validation/Traffic Lighting

� ASO-Reporting Integration

� Web Based Ad-hoc & End User

Functionality

� New Form Designer

� Robust Member Selector

� EPMA

� Calc Manager

� Life Cycle Manager

� Core Planning

� Smart View Ad-hoc

� EPMA

� Calc Manager

� Life Cycle Manager

� Core Planning

� Smart View Ad-hoc � 32 live customers on

Hyperion Planning 11.1.1

� 32 live customers on

Hyperion Planning 11.1.1

CY 2009 – 2010 Planning Releases

CY 2008

Q1 Q2

Apr 2009

11.1.2

Talleyrand

11.1.1.2

• Multi Platform

Oct 2008

• Localized

• 13 Languages

• Full Feature Release

CY 2009

Q4

11.1.1.3

• ERPI – EBS Data Load &

Drill Through

• Calc Manager for Classic

Applications

Copyright © 2009 Oracle Corporation – Proprietary and Confidential, All rights reserved.

Q3 Q4

CY 2010

What’s new 11.1.1.3?What’s new 11.1.1.3?

What’s new 11.1.1.3• Integrate Planning with your ERP

• Simple, pre-packaged approach to ERP to EPM integration

• Allows you to focus on the EPM application instead of the pain of integration

• Business user driven configuration and management• Business user driven configuration and management

• Increased confidence in data and integration process

• Improved process cycle times due to tight management of process

• Design business rule more easily with Calc manager

• Benefit from Calc manager for applications not upgraded to EPMA

• Design business rules faster

– Improved usability

– Wizard based pre defined calculation templates

ERP Integrator

• Dimension members, hierarchies, currencies, exchange rates, calendars,

statistics, and monetary data will be extracted.

• Historical data for any period will be available.

• Metadata integration will be through EPMA or direct integration through

the Classic Planning tools will be supported.

• Data will be loaded directly into applications via EPMA, the Classic tools or

FDM.

ERP Integrator Approach

Financial Data Financial Data

Management with ERP

Adapter Suite

+

Flatfile /

Interface

Table / ODI

ERP SystemERP

Knowledge

Module

Flatfile / Interface

table load

Flatfile /

Interface

Table

Hyperion

EPM Apps

+

+

Oracle Data Integrator

(ODI)

Hyperion

Knowledge

Module

ERP Integrator

• ERP support

– Oracle EBS GL support for 11.5.10 cu2, 12.0.6 and 12.1.1 including drill

through

– PeopleSoft GL version 9.0 including drill through

• SAP GL support for 4.6c and ECC 6.0

– Data sourcing through FDM adapter

– Drill through to GL for actual and budget data

Calculation Manager• Main business rule designer tool for Planning

– Use calculation manager for EPMA and classic application

– Migrate all business rules from HBR

• Templates

– Wizard based system templates

– New features in template designer

• Usability and functionality

– Zoom mode

– Formula editing

– Printing

Calculation Manager Wizard

What’s coming 11.1.2?What’s coming 11.1.2?

What’s coming 11.1.2

• New Module : Public Sector Planning and Budgeting

• Improved usability for Planners• Flexible Web forms

• Full feature availability in the Office environment

• Improve administration functionality • Reduce time to design forms

• Build solid budget process approval

• Build data validation rules

• Easily integrate planning data to Reporting application

Public Sector Planning and Budgeting• Hyperion Public Sector Planning and Budgeting is a new module of the

Hyperion Planning product

• Built using Hyperion Planning Plus as the foundation technology

• Objective• Objective

– Address planning and budgeting needs in public sector organizations through

packaged product offering

• Key functional capabilities

1. Bi-directional integration with ERP data sources

2. Support for management of budgetary processes including budget book

preparation

3. Packaged position budgeting module

Public Sector Planning and Budgeting11.1.1.3

(now GA) 11.1.2

Beyond

11.1.2

EBS

11.5.10cu2

12.0.6

12.1.1

GL integration (GL to Planning) � � �

Drill Back (Planning to GL) � � �

Write back (Planning to GL) � �

12.1.1 HR Integration (HR to Planning) �

PSFT

8.9

9.0

GL integration (GL to Planning) �(9.0 only) �(9.0 only) �

Drill Back (Planning to GL) �(9.0 only) �(9.0 only) �

Write back (Planning to GL) �(9.0 only) �

HR Integration (HR to Planning) �(9.0 only) �

SAP

4.6c

ECC 6.0

GL integration (GL to Planning) � (data only) � (data only) �

Drill Back (Planning to GL)

� � �

Public Sector Planning and BudgetingBudget books

• Define a budget book with

sections and subsections with a

table of contents

• Insert FR reports, MS Word, • Insert FR reports, MS Word,

HTML, PDF and other file types

as sections or attachments in the

Book

• Include cell text and associated

URLs from Planning into the

book

Public Sector Planning and BudgetingBudgeting Features• Task flow to guide functional administrative users and cost center managers

• Defaults for each organization

– Costing account for different benefit types

– Salary account for each organization

– Position defaults for each organization

• Support Salary and Non-salary components

– Step-based

– Rate-based

– Value-based

– Multiple benefits

– Additional earnings and tax components

– Override default account for each non-salary component

Core PlanningNew Features

• Enhanced web forms

• New member selector

• New form designer with enhanced composite forms

• Process management

• Data Validation

• Reporting cube integration

• Smart view for budgeting – Office integration

Enhanced web forms

• Support back navigation

• Sorting and Filtering

• Freeze panes

• Ad hoc

Key Benefits

• More flexibility for end user• Reduces admin dependency for

specific end user needs• Ad hoc

• Menus at cell level

Enhanced web forms• Colour coding

• Data based visual exceptions

• Validation fly out

Key Benefits

• Higher usability in forms

• User friendly environment for end users

New member selector

• Advanced search and

filtering capabilities

– Leverage UDA,

Attribute, levels,

generation

Key Benefits

• Higher usability in forms

• User friendly environment for end users

generation

– Wild Card Search

• Varied Display Options

• Planning Wide usage

Enhanced composite forms

• Multi tab, multi

section

• Common

dimension

visualization

Key Benefits

• Ease of use

• Flexible data entry pages

visualization

• Better usability –

drag and drop

Process management improvements

• Increased granularity in the Planning Unit definition– Add one more dimension to entities

– Support different process management organization by scenario / version

• Pre defined promotional path– Automatically find the next owner

– Flexibility : Take ownership, multi select actions, out of office

• Data driven promotional path– Support matrix organization

– Dynamically add reviewers based on data

Planning Unit Definition

• Define the composed Planning Unit Hierarchy

• Assign owner, Reviewers, users to be notified

Key Benefits

• Add more granularity in the

process

• Support simple to very

complex organizations

• Optimized maintenance

Guided Promotional Path

• Promote under some data conditions

• Include transversal functions to the approval path

Key Benefits

• Higher quality in

submitted plans

• Higher accountability of

the organization

• Stronger process

Plan Submission

• New actions

– Take ownership, Freeze data, Delegate, Originate

– “Out of the Office”

Key Benefits

• Improve business process

flow

• Avoid delays• Avoid delays

Mapping Planning to reporting

applications• Map the planning application to reporting cubes

– Essbase BSO and Essbase ASO

– Map dimensions to dimension

Map smart lists to dimension

Key Benefits

Ability to have richer and more

complete planning models

without adversely impacting – Map smart lists to dimension

– Filtering data to be transferred

• Periodically

update reporting

cube

without adversely impacting

scalability and performance

Smart lists to dimension transformation

Key Benefits

• Report on SmartLists

Enhance Smart View for Planning

• Allow Planners to perform Planning tasks in familiar MS Office

environment

– Task Based Workflow

– Traffic Lighting & Data Validation

– Process Management

– Composite Forms

– All key Planning web capabilities available within Office

• Outlook integration

– Manage Planning task through Outlook tasks

Task lists in Outlook Key Benefits

Perform & Manage :

• End to End Data Entry, Tasks, Process

• Analysis => Within a Single Unified Office Interface

Working with Task lists

Process Management in Smart View

New Balance Sheet Planning Application• Financial Services Industry Specific

• Cash Flow Balance Sheet & Net Interest Margin Planning

• Built on top of Hyperion Planning, leveraging Essbase and User Interface

• Separate Hyperion Planning Module (Like CAPEX & Workforce)

• Integration with Hyperion Capex and Workforce Planning• Integration with Hyperion Capex and Workforce Planning

• Built in Conjunction with and Integrated with Oracle Financial Services Profitability Management, Funds Transfer Pricing and ALM

• Replacement for Oracle Budgeting & Planning 4.5, Oracle’s Current FS Budgeting Solution

– Built with Scale, Performance, and Usability in Mind

– Significant Additional Functionality

Future Roadmap• EBS HR and Projects

• PSFT Projects

• Commitment ControlERP Integration

• Oracle BI Applications as source / targets

• Web Services supportIntegration with BI and Fusion Middleware • BPEL support for managing workflowFusion Middleware

• Project Planning

• Revenue Planning

• Near Term Financial ForecastingNew Planning Modules

• Collaborative Web Forms

• Integration between Process Management and Task Management

• Varying Attributes and custom dimensions

Best in Class Functionality

Tips, Tricks and Best

PracticesPractices

Tips, Tricks and Best Practices• Metadata

• Data

• Web Forms

• Custom Menus & Smart Lists

• Reporting Templates• Reporting Templates

• Hyperion Business Rules & Calculation Manager

• Enterprise Performance Management Architect for Planning

• Outline Load Utility

• User Provisioning

• Backup procedure

• OLU demo

Metadata• Set all Upper Level Members in a Dense Dimension to Dynamic Calc• Optimize the order of the Outline

– Modified “Hourglass”

Designing an Outline for Optimized Query Times Designing an Outline for Optimized Calculation Times

– prioritize the data retrieval requirements of the users against the time needed to run calculations on the database.

– A possible workaround is initially to position the dimensions in the outline to optimize calculation. After you run the calculations, you can manually resequence the dimensions to optimize retrieval.

• Minimize number of dimension members – smart list option

Data• Optimize Data Load Files

• Order of Dimensions matter

• Sort Records

• Routinely de-fragment Hyperion Essbase databases

• Clear unnecessary/historical data

• Create a Historical application

• Consider Hyperion Essbase reporting database - ASO

• Aggregate Storage Option is the Hyperion Essbase database storage model

that supports large-scale, sparsely distributed data that is categorized into

many, potentially large dimensions. Selected data values are aggregated

and stored, typically with improvements in aggregation time.

Metadata and Data load optionsMetadata Load Tool For

Classic

For

EPMA

Outline Load utility X

Oracle Data Integrator (ODI)

Adapter for Planning

X

Data Load Tool For

Classic

For

EPMA

Outline Load utility X

Performance Management

Architect data

synchronization

X

Data Integration

Management (DIM)

Adapter for Planning

X

Performance Management

Architect flat files

X

Performance Management

Architect interface tables

X

Oracle Hyperion Financial Data

Quality Management

ERP Integration Adapter for

Oracle Applications

X X

synchronization

Essbase flat file load X X

Oracle Hyperion Financial Data

Quality Management

Adapter for Planning, Fusion

Edition (FDM)

X X

ERP Integrator X X

Web Forms• Dense Dimensions in Rows & Columns, Sparse Dimensions in Page/POV

• Scenarios, Versions and Years in Page

• Organize Forms in Folders

• Name Forms with a numbering scheme

• Consider “Suppress Missing Blocks” and “Suppress Missing Data” to help

grid performance

• Utilize form functions for

– Making a form Read-Only or Hidden

– Message for no data, Offline usage and Enable for smart slice

– Hide row/column with zeros/no data

– Enable Dynamically User Variables

– Cell level document, numeric data Cell, text data Cell, date data Cell

Web Forms• Use Calc on Save for Business Rules sparingly

– As an alternative use “Calc form on Opening”

• Use Suppress Hierarchy to reduce scrolling

• Utilize Menus/Task Lists to help guide Users through the planning process

• Limit the Number of “Menus” associated with each form• Limit the Number of “Menus” associated with each form

• Total number of rows returned on a Composite should be limited to the

max number of rows on a single form

Custom Menu• Right click menus that can be used to launch the following:

– Business Rules

– Context sensitive data forms

– URL

– Context sensitive Process Management– Context sensitive Process Management

• Defined under Administration menu – Manage Menus

– Establish menu hierarchy, similar to Task Lists (Add Child, Add Sibling)

– Add General Properties – Name, Label, Icon, Type, Required Dimension

– Add Menu Type Properties

• Varies by Business Rule, Data Form, URL, and Process Management

• Helps flow users through the Planning Process

Smart Lists• Business rules have been modified to support Smart Lists since 9.3

• Can call on Smart Lists in member formulas

• Create a list of like items that can be used as data values on data forms

• Defined under Administration menu

• Smart List can be used multiple times

• Can be used in place of dimensions in some cases

Reporting Templates• Planning Form Definition Report

• Planning Form Report

• Planning Provisioning Report

• Planning Unit Annotations Report• Planning Unit Annotations Report

• Planning Task List Report

Business Rules• Use Enhanced Calc Scripts for more complex rules

• Leverage Run-Time Prompts

– Run-on Save

– Use Members on the Form

– Hide Prompts– Hide Prompts

• Use Variables to reduce maintenance

– Global Variables, Local Variables or Substitution variables

• All rules must be assigned to a “Location”

• All rules must have Access “Privileges” assigned:

– Validate or Launch

– Modify rule repository objects

– Use “Projects” to reduce the amount of maintenance on Locations & Launch

privileges

Calculation Manager• Create business rules for Planning, HFM, HPCM and Essbase application in one

central place

• Design a rule in a graphical environment

– Support calculation ranges, conditions, scripts, loops

– Display the calculation flow in a graphical way–– Provide predefined templates for standard Planning calculations

– Allow custom templates definition

– Design and use variables and Run time prompts

• Copy or Share rules across Planning applications

• Share component across rules

• Organize the calculation library by objects or in a tree structure

• Deploy rule for launch in the EPM applications

• Migrated HBR rules & calc scripts into Graphical Calc Manager rules

• Control rule launch access rights

EPM Architect for Planning • Application Management

– Application Creation Wizard (new 11.1.1 feature)

– Duplicate Planning applications to Financial Applications

– Use EPMAFileGenerator utility to quickly create Dimensions & Applications

– Optimize EPMA relational databases size by deleting unnecessary transactions greatly improves responsetime (new 11.1.1 feature)

• Metadata & Data flow synchronizer

– Financial Applications metadata updates, Grid Editor, Import improvements

– Leverage new features – Copy, Share, Synchronize, Detach

– Synchronize data between applications (HP, HFM, Essbase, HPCM)

– Load data from external sources

• Others features

– Automate the complete metadata & data synchronization process

– Use folders to organize Applications and Metadata

– EPMA Batch client (Command-line mode & Scripting mode)

Outline Load Utility• Can be used to load Metadata for the dimensions:

– Account, Period, Year, Scenario, Version, Currency, Entity

– User-defined dimensions, Attributes, UDAs and Exchange Rates

• Can be used to load data• Can be used to load data

– Directly to Essbase

– Indirectly through data file and data load rule creation that can be run later

• Command Line or batch mode

User Provisioning• The name has changed because you “Provision” a user in one central place

for all products including:Planning EPM Architect/Calculation Manager

Business Rules Financial Reporting

Essbase Web Analysis

• Leverage Groups to assign access. The concept of “Roles” is now central.

• Hyperion Planning Roles are:Provisioning Manager Administrator

Manage Models Interactive User

Planner View User

Offline User Mass Allocation

Analytic Services Write Access Cube Creator (11.1.1)

User Provisioning• Global Shared Services Roles

– Dimension Editor for EPM Architect (Dimension Viewer, Interactive Editor)

– Planning Application Creator

– Calculation Manager Administrator

– LifeCycle Management Administrator– LifeCycle Management Administrator

• Segregation of Duties

– Provisioning Manager adds users and assigns them to groups

– Application Administrator assigns Groups to the hierarchy

Backup• Back up Everything. Items to backup:

– Essbase: “App” directory, which contains all objects (outlines, calc scripts,

etc.), and data for all applications and databases.

– css file (External Authentification file)

– PlanningSystemDB.properties file – PlanningSystemDB.properties file

– Relational databases for: Hyperion Business Rules, Financial Reporting, Web

Analysis, Hyperion Planning, Hyperion Shared Services, EAS, Hyperion

Workspace, EPMA, Calculation Manager.

– Hyperion Open LDAP

– Integration Plans

Thank YouThank You