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FINANCIAL REPORTING
Corporate Overview
HQ out of Tampa, FL Midwest Regional Office, Indianapolis, IN West Regional Office, Denver, CO
Oracle Gold Partner with over 70 years of combined BI & EPM experience
Staffed with resources that posses 6-15 years hands on architect & implementation experience
Focus is solely on Oracle BI & EPM solutions
Technologies We Specialize In
Oracle|Hyperion Essbase Oracle|Hyperion Planning Oracle|Hyperion HFM Oracle|Hyperion FDM OBIEE OBIA Oracle DRM Oracle|Hyperion Reporting & Analysis (Financial
Reporting, Web Analysis, Smart View) Oracle Data Integrator Oracle BI & EPM Infrastructure
Functional/Technical Expertise Functional Areas of Expertise
Business / Finance Transformation experiences Reporting & Analytics Consolidation Budgeting & Forecasting (Operational/Strategic) Program/Project Management Infrastructure Advisory
Architect Servers, Install, & Configure Disaster Recovery Approach Virtual/Physical Hardware Setup Migration & Upgrade
Introductions
Nancy AckermanSenior Consultant - VECGHyperion HFM, FDM & Reporting expert 15+ Years experience with Hyperion
Products 5 Years hands on experience with
Hyperion Financial Reporting and Smart View
Reporting and Analysis Challenges Reliability of Data – Do the reports pull
the same data intersections each time. Are those intersections correct?
Report Distribution – How easily can you distribute reports throughout the organization
Flexibility – Can you pull data at any time and for any data intersections?
Ease of use – How easy is it for users to create reports and/or answer questions about the data
EPM Reporting Products
•Oracle Hyperion Financial
Reporting
•Oracle Hyperion Smart View
Financial Reports or Smart ViewFinancial Reports Standard “canned”
reports – users can’t modify
Flexible & scalable Drillable Web access Automated report
production and distribution
Multi-format publishing Multiple output options
Smart View Ad Hoc MS Office Add-in Link between excel &
database Ability to add
information to report not in database (i.e. comments)
All users can build reports
Can embed Financial Reports into MS Office products
Oracle Hyperion Financial Reports
When to Use Financial Reports Produce canned reports Schedule distribution of reports
Financial Reports Key Features
Web based access to reports Limit access to build/change
reports Multiple report output options Dynamic & Flexible Can bundle reports into books Schedule reports for printing and
distribution
Financial Reports - access
Web based - access through Workspace
Reports are created in FR Studio – access is limited to ensure no one accidentally changes reports
Standard Oracle Hyperion Security is used to access reports Security can limit access to entire
report or report folder Security limits access to actual data
Financial Reports - functionality
Dynamic – reports are designed to automatically include new dimension members
Flexible – reports are designed to allow users to choose the members they need
Drillable – reports are designed at a summary level with the ability to drill down on a line on the report
Financial Reports - output
Html – for use on websites PDF – for printing and distribution MS Office – reports can be
imported into MS Office products and can be updated as needed once imported
Bundled – reports can be bundled into books
Scheduled – reports and books can be scheduled to run as needed
Financial Reports - sample
Oracle Hyperion Smart View
When to Use Smart View Need “on the fly” ad hoc analysis Need to add comments to
standard reports Allow all users to create their
own custom reports and analysis as needed
Smart View Key Features
MS Office add-in Ad Hoc or free form queries Create reports in excel Import pre-built financial report
into MS Office products Access web data forms in excel
Smart View – MS Office
Smart view – MS Office Add-in Excel – allows for:
Ad-hoc analysis Creation of standard reports Import pre-built reports into excel
Word and Powerpoint Import pre-built reports into excel
Smart View – ad hoc
Smart View Reports
Functions – use smart view functions to create a report in excel
Smart View Reports
Import existing financial reports
Smart View – Web Forms
Open web forms in Excel and submit data
Questions
Our Pledge
Not just another vendor, but an experienced Partner.
Thank You
For copies of this presentation, please contact:
Dean Collura (Director of Sales) at 813.404.7527
