About Hyperion Products

8/9/2019 About Hyperion Products

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Disclaimer

These slides represent the work and opinions of

the presenter and do not constitute official

positions of Hyperion or any other organization.This material has not been peer reviewed and is

presented here with the permission of the

presenter.This material should not should not be reproduced

without the written permission of interRel

Consulting.


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Look Smarter Than You Are with Essbase

3 Essbase Books Available:

Complete Guide

System 9 Complete Guide

End User Guide

Find out more atwww.interrel.com

Buy a copy at the Collaborate

bookstore Search lulu.com for Essbase to

see all 3 books

Copyright 2007, Hyperion. All rights reserved.2


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Introduction to

Hyperion(Oracle EPM System)


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Agenda

What is System 9?

What is Oracle EPM System Fusion? Intro to the Products

Essbase

Reporting and analysis tools

Budget and forecasting with Planning Consolidations with Financial Management

Common maintenance in Shared Services

Enterprise master data management with Data

Relationship Management Integrated ETL tools

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What is System 9?

Pre-system 9 Hyperion had multiple, independent products

No common security Different user interfaces and log ins to the products

No integration between the Hyperion products

Add-ins for Excel only

System 9 introduced some BIG enhancements Common security across ALL products

Single web user interface for reporting and analysis,Financial Management and Planning tools

One interface to get to any type of data source Jump back and forth between the Hyperion products

Integration with ALL Office products (Word, Ppt, andExcel)

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What is Oracle EPM System Fusion 11?

integration of Hyperions market-leading performancemanagement applications and BI technologies with

Oracles BI foundation, Fusion Middleware stack, and ERPapplications.

The following are the key attributes of Oracles EPMSystem, Fusion Edition:

Leverages Oracle Fusion Middleware

Built using SOA standards

Hot-pluggable with any data source

Enhances ERP applications without migration or

upgrade Data and process integration with Oracle transaction

systems EBS, Psoft, Fusion

Strategic products for the future

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What is Oracle EPM System Fusion?

New name for System 9

The next big release for the Hyperion products Windows only release July 2008

Full platform release Fall 2008

Align version numbers with Oracle

Menu item is now not Hyperion but Oracle EPM System Same System 9 Functionality with some BIG

enhancements

Much improved EPMA

Essbase Studio Varying attributes

Text and dates in cells for Essbase

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Oracle EPM System Fusion

Oracle Hyperion Performance Management Applications,Fusion Edition

Oracle Hyperion Financial Management, FusionEdition

Oracle Hyperion Financial Data Quality Management,Fusion Edition

Oracle Hyperion Planning, Fusion Edition

Oracle Hyperion Workforce Planning, Fusion Edition

Oracle Hyperion Capital Asset Planning, FusionEdition

Oracle Strategic Operational Planning, Fusion Edition

Oracle Hyperion Strategic Finance, Fusion Edition

Oracle Crystal Ball, Fusion Edition

Oracle Hyperion Performance Scorecard, FusionEdition

Oracle Hyperion Profitability and Cost Management,Fusion Edition

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Oracle EPM System Fusion

Oracles Business Intelligence Foundation

Oracle Essbase Oracle Essbase Visual Explorer

Oracle Hyperion Financial Reporting, Fusion Edition

Oracles Hyperion Web Analysis

Oracles Hyperion Interactive Reporting Oracles Hyperion SQR Production Reporting

Oracle Fusion Middleware

Oracle Hyperion Data Relationship Management,

Fusion Edition

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Essbase

Essbase is THE online analytical processing solution

Broadest Analytic functionality

Drill, pivot, select, compare, rank, sort, filter, group, stack,

calculate, annotate and write back

High-speed reporting of information

Speed of thought

Reporting tools are enabled by the outline

Follow the business thought / organization view of the data Highly advanced calculation engine

Aggregations, allocations, conditional, procedural, subsets

Enterprise-wide data analysis

Optimized storage BSO

ASO

Relational storage Hybrid Analysis / EIS pre-System 9 and System 9

Studio / XOLAP Essbase 11


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How Essbase Thinks

Multidimensional cubes

Dimensions Common grouping or hierarchy of master data

Organization

Product

Accounts

Multidimensional view

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JAN

JAN

JAN

FEB

FEB

LA

SF

PHX

LA

SF

SALES

SALES

MARGIN

SALES

MARGIN

ACTUAL

ACTUAL

BUDGET

BUDGET

ACTUAL

500

250

180

300

400

WEST

L.A.

S.F.

PHX

DEN

Actuals BudgetSales Margin Sales Margin


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Advantages of Hyperion Essbase

Flexible

Shared Secure

Fast

Analytic capabilities drilling, swap rows and columns,

and more Scalable


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Flexible

SalesTracking

& Analysis

Planning

&

BudgetingPerformance and

Variance Reporting

ProductLine

Analysis

ExecutiveInformation

Systems

(EIS)

Financial Consolidation

and Reporting

Essbase

OLAPServer


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Flexible

Blank sheet of paper

Essbase can bedesigned and tailoredfor any business, anyindustry, any

application

The only requirementis that you need to

perform analysis andreporting acrossdimensions of data


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Flexible-Custom Dimensions

Dimensions are defined by the customer

How should Time Periods look? When does the FiscalYear begin

How should the Product dimension look?

What slices of data do we need to view?


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FlexibleCustom Calcs & Business Rules

Aggregations

Allocations

Scenario planning Automated business logic

Driver based logic

350 functions

Single point of maintenance Financial intelligence

Understands expense reporting for variances

Time intelligence

YTD

Aggregation over time (headcount)


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How Much Detail?

Virtually no limit to the level of detail with AggregateStorage Option (ASO) Essbase Databases

Also called Enterprise Analytics in some places

New method for storing/calculating databases

New storage kernel built to handle ASO databases

Calculates 10-100x faster

Stores up to 2

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dimension combinations Which means Lots of dimensions, lots of members


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ASO Databases

ASO addresses the following types of databases:

Read-only

Rack and stack

Large dimensions

Detailed databases are possible

Customer analysisdata is analyzed from any dimension and

there are potentially millions of customers Procurement analysismany products are tracked across many

vendors

Logistics analysisnear real-time updates of product shipments

Market Basket analysisproducts purchased along with otherproducts


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BSO vs. ASO

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BSO Outline ASO Outline


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Shared

Central repository

Data

Master data

Business rules

Single version of the truth

Write back capabilities


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Secure

Security defined from a high level down to the individualcell level

External authentication

Leverage externally defined users and groups


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Fast End User Perspective

Drill from upper levels to lower levels in seconds (or evenfaster)

Easy to learn and use interfaces

Excel

Hyperion Reporting and Analysis tools like WebAnalysis, Interactive Reporting, and FinancialReporting


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Fast Administrator Perspective

Easy to use interface with the Administration Servicesconsole

Manage entire Essbase environment from one place

Click and drag capabilities to manage dimensions

Automated processes

Triggers Built in Financial Intelligence

Distributed administrators

New in Essbase Fusion 11 Essbase Studio


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Create and Move a Member

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Analysis Capabilities

Drill up and down, pivot rows and columns, keep only /remove only

With Web Analysis

Advanced Analysis and Dashboarding

Traffic Lighting

Sorting

Retrieve Top / Bottom With Financial Reporting

Printed formatted books of reports

With Interactive Reporting

Advanced Analysis and Dashboarding Integrate relational and multi-dimensional data

Future OBIEE Answers+


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Fast and Easy to Use

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Scalable

Scale to thousands of users across the world

Large volumes of data

Large number of applications

High concurrency

64 bit now available


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XOLAP

Hybrid data storage efficiency

Outline in Essbase

Fact data in relational databases

Reduced data store and data movement

Drill Through Enhanced in the Studio

Drill on members or data

Contextual drill through

Drills added without cube maintenance

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Smart Space

Personalized information delivery solution for BI and EPMthat use desktop gadgets

Increase adoption of the tools

Easy to use

Point, click, done

Personalized

Integrated collaboration

Discussions, meetings, notifications

Content sharing

Archive threads for archiving Smart Space Development Kit

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Workspace

Single thin client environment bringing all of theHyperion products together in one tool

Standardizes the delivery of business intelligence

Provides a centralized repository

Meets full range of reporting requirements

Empowers users with personalized dashboards Provides advanced analytic capabilities

Accesses any data source relational, multi-dimensional, file based systems

Windows on the Web

Personalize document preferences, search exploreand access, Save a favorite report

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Copyright 2005, Hyperion. All rights reserved.


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Workspace

FinancialReportingreport

InteractiveReportingdashboard

WebAnalysis

spreadsheet

FinancialReporting

book

Folder fororganization


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Workspace Features and Functions

Create Interactive Reporting documents (relationalqueries), books, or batches

BQY Table, Pivot, Chart

Create Web Analysis documents (OLAP queries) Create books and batches for Financial Reporting

documents

View Financial Reporting documents Schedule batches, jobs or events to automatically create

reports or notifications Personalize the Workspace for individual users


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Open a Financial Reporting Document


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Open Interactive Reporting Dashboard


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Content Creation

Wizard driven, guiding users through the steps of creatingcontent

By content, we mean Web Analysis document, a book, etc. Via Workspace, users can:

Create Interactive Reporting documents (relationalqueries), books, or batches; Authoring Studio launched

Create Web Analysis documents (OLAP queries);

Authoring Studio launched Create books and batches for Financial Reporting

documents Users CANNOT create Financial Reporting reports via

Workspace; Client studio is required


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Favorites

Quick access to frequently used items and documents


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Navigating the Workspace

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Web Analysis

Module primarilyutilized for

advanced analysiscapabilities againstOLAP data sources

Analysis focused

Adhoc querying

Dashboard creation

Previously knownas HyperionAnalyzer


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Dashboards


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Analysis Documents


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Analysis Documents


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Analysis Documents


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Analysis Documents


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Financial Reporting

Module primarilyutilized for highly

formatted financial andoperating reportsagainst OLAP,Planning, and HFM

sources

Create books andbatches

Schedule process

Previously known asHyperion Reports


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Interactive Reporting

Module primarilyused to create ad-hoc, relational

queries anddashboards

New in 9.3.1 CubeQuery for

Essbase Dashboard

creation viawizards and

templates Previously known

as HyperionIntelligence (Brio)


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Production Reporting

Primarily used tocreate high

volume,enterprise-wideproduction reportsagainst relational

sources Previously known

as SQR


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Integration with Microsoft Office - Smartview

Common add-in to provide integration with Microsoft Officefor HFM, HP, Web Analysis, Financial Reporting, and

Interactive Reporting Import Web Analysis, Financial Reporting, and Interactive

Reporting report images and grids into Microsoft products

Take advantage of Microsoft Office features like Smart

Tags to add a single value and import reports

Enter plans and run Business Rules in Excel

Run consolidations and enter journal entries in Excel for

Financial Management Provides single Excel interface for HFM and HP

Replaces Planning Spreadsheet Add-in and HFMSpreadsheet add-in

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Supported Data Sources

Essbase

Financial Management

Planning

Reporting and Analysis

Financial Reporting

Web Analysis

Interactive Reporting

Production Reporting

OBIEE in version 11


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Smart View Data Points & Visualization

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Smart View and Planning

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H i Pl i


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Hyperion Planning

Centralized, Web-based planning,

budgeting, andforecasting solution

Workflow andprocess

management Flexible modeling

Powerful reportingand analysis

Business Rules

Task Lists

N i t t Pl i


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Navigate to Planning

E t Pl D t d S b it f R i


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Enter Plan Data and Submit for Review

Hyperion Financial Management


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Leading financialconsolidation andreporting

application Audit trails and

workflow Versatile scenario

management

Includes featuresfor intercompanyeliminations,multi-currency

translations, andminority interestcalculations

Shared Services


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Shared Services

User Provisioning

EPM Architect

Life Cycle Management (coming in 11)

Core Services (the underlying plumbing for System 9)

Session management

Authentication and authorization

Repository services

Logging and usage

eLicensing (in older versions of System 9)

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User Provisioning


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User Provisioning

Enables user management across all Hyperionproducts

Enables single sign on to all Hyperion System 9products

External authentication to LDAP, MSAD, or NTLM

Leverage external users and groups Create native users and groups

Assign roles to users and groups

Security reporting

Exception

Create Essbase filters in EAS

Assign document security in the Workspace

User Provisioning


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User Provisioning

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eLicensing


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eLicensing

Beginning in 931 NO MORE LICENSE SERVER

Part of Shared Services if you are pre-931

Centralized license management with flexible way togovern pools of licenses and meet auditrequirements

Improvements from eLicensing in Essbase 7.1.2 Users are not tied to a server

Users are now tied to a deployment

Essbase server host name is not required

License server host name is still required No need for backup server host name for Essbase

Temporary license expires in 90 days

EPM Architect


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EPM Architect

Build, deploy, and manage all financial applications

Single environment to design all Hyperion Applications

Planning

HFM

Essbase

Drag and drop capabilities

Visual interface to manage, link, and synchronizeapplications

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Dimensions Library


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Dimensions Library

One location to create & maintain dimensions

Dimensions consists of global properties as well as

application specific properties Dimensions can be used in multiple applications

Replaces the metadata managers in Hyperion Planningand Financial Management

Can view hierarchies in HP and FM but you cantchange them

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Dimension Library


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Dimension Library

Master View The consolidated view of the DimensionLibrary

Application View The view of dimensions and hierarchiesthat are contained within a single application.

Available Application Types


Hyperion Planning Essbase for Reporting Cubes only

Generic (Template)

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Dimension Library


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The Master View contains a Master Set of Properties thatare valid for the Master Member

When an Application View is created, the member willinherit the Master View member properties

Users can override the Master View properties in theApplication View

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Dimensions Library


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View Application Information


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Data Synchronization View


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Easily see source and destination applications base on data flows

Navigate to data synchronization details

Data Synchronizer Mappings


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Easily see source and destination dimensional members

Ability to click on each mapping and see details

Data Relationship Management


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Part of Foundation Services Allows business users to manage master data

(dimensions, hierarchies, etc.) Provides audit controls and accountability Allows synchronization of master data across

Hyperion products E.g. update the Organization dimension in Planning,

HFM, and Essbase Allows for the management and automation of

business rules Improve your change management process and

communications Quickly remap historical data on demand Deliver Web-publishing, -viewing, and -download

capabilities

Hyperion Financial Data Quality Management (FDM)


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Previously known as Upstream

Hyperion bought Upstream last spring; Reintroduced

the product as Financial Data Quality Management(FDM)

Name: WebLink 8.3 DataMart (DM)

WebLink provides a single, systematic process forloading data from disparate systems into target

analytical applications WebLink provides visibility, traceability, integrity and

verification processes

Process Monitoring


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Graphical Process Monitoring from source applications totarget applications Orange fish = good - the current step worked properly and

you can move on to the next step White fish = bad - something must be fixed before moving on

to the next step 6 step process

Create GL File Import GL File Validate Source Data

Export Data to the target application Load Data Pass Validation Check report

Import Data


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Benefits of Data Quality Management


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Faith in the numbers

Error detection, control and prevention

Faster close cycles Insight and visibility into the numbers

Compliance

More productive staff

No more finding the missing data or correcting errors

ETL Tools


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HAL (Hyperion Application Link)

Going away

Required for Planning (EPMA is the new way) DIM (Data Integration Management)

Informatica repackaged

True ETL tool

ODI (Oracle Data Integration)

The future

Hyperion adapters for all

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Agenda


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What is System 9?

What is Oracle EPM System?

Intro to the Products Essbase

Reporting and analysis tools

Budget and forecasting with Planning

Consolidations with Financial Management

Common maintenance in Shared Services

Enterprise master data management with DataRelationship Management

Integrated ETL tools

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Thank you!!

Free webcasts Thursday, 1pm CST

Tracy McMullen, interRel Consulting

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