Hyperion Planning 11.1.2.3 Presentations

5/20/2018 Hyperion Planning 11.1.2.3 Presentations

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The Hackett GroupThe Journey to World-Class

Oracle OpenWorld 2013 - EPM Symposium

Whats New in Oracle Hyperion Planning and Budgeting

Solutions 11.1.2.3

Deanna Sunde

Sr. Director, EPM Planning & Essbase Practice


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Advanced EPM WorkshopsPage 2

2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Hyperion Planning New FeaturesAgenda

Appendix

Planning with ASO

New Features in 11.1.2.3

Task Lists

Loading Metadata and Data

Core New Features

Release Information

Module Enhancements




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The Hackett GroupThe ONLY Partner you can go to for Total EPM

What best practices should I

consider to be more efficientand effective?

How can I continue to

measure efficiency and

effectiveness ongoing?

How do I utilize best practices

within my technology

implementation?

How do I successfully

implement and phase EPM

technology for the broadest

success?

What do I look like compared toWorld Class Organizations and

peers?

What are the trends and best

practices to consider in the

marketplace?


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The Hackett GroupEPM Practice

#1 Oracle Enterprise Performance Management/Business Intelligence Partner

Oracle EPM Platinum Partner 400+ successful Hyperion EPM implementations

200+ dedicated EPM consultants with average 10 years experience

Majority are Oracle/Hyperion Certified with strong functional and industry knowledge

Visit us:

Moscone South Booth 2015

Many of our consultants are: CPAs, MBAs, Six Sigma Black Belts, PMPs

One of the few firms with:

Deep EPMA and Master Data Management expertise (DRM)

Infrastructure team that installs, troubleshoots and provides on-going software support, hosting,managed services and Hyperion lab environment

IFRS and tax integration solution specialists

Online database of Best Practice Assets and Accelerators


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Deanna Sunde, Sr. Director, EPM Planning & Essbase Practice

Oracle/Hyperion EPM Background

Have implemented Hyperion products for 13 years

Certified on Planning and Essbase

Finance Background

Accounting and Financial management at Princess Cruises10 yrs

MBA in Finance, CPA (Inactive), BS in Economics

User Group Participation President, ODTUG Hyperion SIG (second year on BOD)

Member of first graduating class of the ODTUG Leadership Program

Assistant Track Lead for Planning KScope13 Presentation selection

Committee member for Kscope13 ODTUG Technical Journal Editor's Choice award

Speaker at many ODTUG and OAUG user conferences

Member of SROAUG BOD for 6 years


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Planning with ASO

Appendix


Task Lists


Core New Features

Release Information

Module Enhancements




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Hyperion Planning 11.1.2.3ASO Support in Planning

Ability to Include More LOB Users In the Planning Process

Write Back To Level Zero

More Granularity

Larger Models with More Dimensions

Product analysis - thousands of SKUs

Projects analysis - tasks, employees or asset items

Agility and Visibility

Unified Planning, Reporting & Archiving

Full Planning Non-Numeric Capabilities

Faster Aggregation

Composite Forms with Dashboards

Unified Security Model


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Hyperion Planning 11.1.2.3ASO Support in Planning (cont.)

Add ASO cubes during app creation or later

Add additional BSO cubes (up to 3 without modules)

Max # of ASO Cubes is # of BSOs +1


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Hyperion Planning 11.1.2.3Licensing Clarification

Customers still need to have appropriate license

ASO license could be either through

A license for Full Use Essbase (through BIF) for unrestricted ASO use;

or ASO that comes with Enterprise

Financial Planning Suite (new), Project Financial Planning or Public Sector

Budgeting gives customer ASO usage for users of that specific product or Suitecomponents.


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Hyperion Planning 11.1.2.3BSO Only Features

Business Rules

Copy Data

Copy Version

Security Filters

Clear Cell Details

Suppress Missing Blocks

Map Reporting with ASO as Source

Outline Load Utility Data Load

Patch Release Support for ASO

Member Formulas

Solve Order


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Task Lists

Appendix



Core New Features

Release Information

Module Enhancements



Planning with ASO


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Hyperion Planning 11.1.2.3Task List Interactive Visualizations

Generate charts that graphically represent the status of task lists

Create visualizations by status (completion), task type (forms, rules etc) or users

The new Task List Report page enables you to generate Microsoft Excel worksheets and

PDF reports that contain task list data

Filter into relevant tasks from graph


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Appendix


Core New Features

Release Information

Module Enhancements



Planning with ASO

Task Lists


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Hyperion Planning 11.1.2.3Add and Update Dimensions and Members from Smart View

Quick Planning dimension creation and management from Excel

Add members using Smart View

Update member properties directly from Smart View

Submit changes without refresh ( new app property)

Leverage native Excel capabilities for building member hierarchies

Functional Administrators can work in native Excel

Needs Planning Admin Install

Delivered first with Classic; later patch will make available for EPMA


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Hyperion Planning 11.1.2.3Add and Update Dimensions and Members from Smart View (cont.)


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Hyperion Planning 11.1.2.3Interface for Data and Metadata

Import and Export Data and Metadata from Planning User Interface

Direct loads from Planning

Flat file loads

Indirect loads from FDM

Requires mapping

Drill back needs

Source integration needed


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Hyperion Planning 11.1.2.3Interface for Data and Metadata (cont.)


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PFP Ships 47 tables & 14 views out of boxfor loading metadata/data

Outline Load Utility to export metadata to a relational data source and export data to a flat

file.

Hyperion Planning 11.1.2.3Relational Import / Export Metadata/Data


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Newly addedProject

Allows end users to

add new member

names on the fly

Members are

available for

immediate use. No

refresh needed.

Applicable on any

dimension hierarchy

that admin designates Only for Planning

modules

Hyperion Planning 11.1.2.3Dynamic Modeling On The Fly


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Core New Features

Appendix


Release Information

Module Enhancements



Planning with ASO

Task Lists



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Hyperion Planning 11.1.2.3Core Enhancements

Calc Manager Enhancements Diagnostic Logging

Upload/Download LCM Zip From Browser

Artifact Change Report

EPM Clone Utility

Periodic Idle Connection Flush

Command Line Log Analysis Tool

Rapid Deployment Wizard

Enhanced Deployment Report

LCM Upgrade From11.1.1.4,11.1.2.x


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Hyperion Planning 11.1.2.3Calc Manager

Xxx

Global find and replace on application, plan type, rule, formula, script or templates

Ability to find in the Variable Designer

Compare - show the script of two rules side by side and highlight lines that are

added, modified, or deleted

Ability to create variables using run time prompts for Essbase BSO applications

Create variables using dimension names (instead of types at global and application

level)

Editing template macro call in the script using the template wizard

Script diagnostics - suggestions that can help improve performance of a script

based on best practices System template for currency conversion and allocation with exclude option

Essbase BSO Command Line Launcher


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Hyperion Planning 11.1.2.3Log File Analysis Utility & Report

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A command line tool that Provides a

SQL like interface to the log files across

the whole domain

Find root cause of a system issues

by analyzing the log files

Can use ECID (Execution ContextIdentifier) to trace the flow of logs

across multiple files.

Accepts parameters for restricting

results

Can be run against live log files oroffline copies


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Hyperion Planning 11.1.2.3Enhanced Deployment Report

Completing Services, Ports, DataFolders

Location of FMW Homes and Instance

Homes

Additional info on size and usernames


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Hyperion Planning 11.1.2.3Rapid Deployment Wizard

Automates the entire process.. download the zip files, run this wizard


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Hyperion Planning 11.1.2.3Diagnostic Logging

LoggingType DescriptionINCIDENT_ERROR:1

(SEVERE.intValue()+100)

Seriousproblemcausedbyunknownreasons.UsershavenowaytofixtheproblembythemselvesexceptforresortingtoOraclesupport.

ERROR:1(SEVERE) SeriousproblemthatrequiresimmediateattentionfromtheSystemAdministratorandisnotcausedbyabugintheproduct.

WARNING:1(WARNING) PotentialproblemthatshouldbereviewedbytheSystemAdministrator.

NOTIFICATION:1(INFO) Majorlifecycleeventsuchastheactivationordeactivationofaprimarysub-componentorfeature.

NOTIFICATION:16(CONFIG) Finerlevelofgranularityforreportingnormalevents.

TRACE:1(FINE) Traceordebuginformationforeventsthataremeaningfultoendusersoftheproduct,suchaspublicAPIentry/exitpoints.Themessages

shouldbeclearenoughtobeunderstoodbysomeonewhodoesnotknowinternalimplementationdetails.

TRACE:16(FINER) DetailedtraceordebuginformationthatcanhelpOracleSupportdiagnoseproblemswithaparticularsubsystem.Themessagesshouldbe

clearenoughtobeunderstoodbyOracleSupportengineerswhohaveadeepknowledgeoftheproductbutmaynotknowfulldetailsofthe

internalimplementation.

TRACE:32(FINEST) VerydetailedtraceordebuginformationthatintendedforanOracledeveloperworkingontheproductandwhoknowsenoughdetailsabout

theimplementationofthesub-systemthatgeneratesthemessage.


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Module Enhancements

Appendix


Release Information



Planning with ASO

Task Lists


Core New Features


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Hyperion Planning 11.1.2.3Workforce Planning

New Job Dimension

Enables Planners To Quickly Evaluate The Aggregated Forecast Impacts By

Job Type

Make Adjustments To Employees Such As Assigning Them To Other Jobs

Ability To Plan For Jobs And Employees By Creating Multiple Open

Requisitions Useful When Planning For Entities If You Do Not Know Who Will Fill Newly

Planned Positions

Configurable Task List-navigation Flow

Assign ser Groups Only To Specific Tasks

Serves As A Navigational Aid And Entry Point

Data Visualization: Composite Forms, Embedded Charts and Graphs


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Hyperion Planning 11.1.2.3Workforce Planning (cont.)

Driver Based Calculations

Remove The Need To Manually Modify Rules To Change How Compensation

Expenses Such As Benefits And Taxes Are

Performed, Such As By Percentage Of Salary

Compensation Expense Calculations Are Now Subject To Rates Entered In

Planning Forms Built To Include Custom Tasks Particular To Your Business Needs


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Hyperion Planning 11.1.2.3Capital Asset Planning

Planning for Leased Assets

Driver Based Calculations

Enhanced Improvements Functionality

Task List Based Navigation Flow

Higher Usage Of Composite Forms

Using Charts And Graphs For Data Visualization


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Hyperion Planning 11.1.2.3Project Financial Planning

Earned Value Management (EVM) measures to monitor project performance

Forecast EAC (estimate at completion) and a project completion date Show cost variance and schedule variance trends

Compare performance of different projects

New form for EVM analysis and new BR for calculating imported projects

What If capabilities

Set targets for an entity to help analyze the performance of projects

Shift Project Start and End dates and have all project data shift along with the dates

Revenue planning for capital projects

Revenue impacts on financial statements is calculated after the asset is ready and

placed in service

Leverage member on the fly functionality to show user defined project

Relational tables as source and target for data and metadata (Enables Direct Loading)

ASO capabilities for archived project data and project reporting data


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Hyperion Planning 11.1.2.3Hyperion Strategic Finance

Seamless MS Office Integration

Extended Smart View Features (almost all features in Excel)

Ability to Freeze panes for Entity

Change Fiscal Year End and Actual/Deal Periods

Entity Structures

Depreciation Scheduler

ECM

Copy Local file to Server

User Preferences

ACM

Global Assumptions

Create new templates and entities in Smart View

Client side Consolidations (Offline Consolidations)

Debt Scheduler

Office 2010 64-bit Support


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Hyperion Planning 11.1.2.3Public Sector

Recurring Budgets

Revisions & Adjustments

Decision Package Reports


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Advanced EPM Workshops

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Release Information

Appendix




Planning with ASO

Task Lists


Core New Features

Module Enhancements


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Hyperion Planning 11.1.2.3Information Portal

http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html

Documentation Library

Cumulative Feature Overview Tool

Defects Fixed Finder Tool

EPM System Supported Platform Matrices

EPM White Papers and Data Sheets

Oracle University Training

User Productivity Kit (UPK)

Certification Programs

Social MediaLinkedIn, Twitter, Facebook, Google+ Mobile Content

http://docs.oracle.com/cd/E17236_01/nav/portal_1.htm
http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://docs.oracle.com/cd/E17236_01/nav/portal_1.htmhttp://docs.oracle.com/cd/E17236_01/nav/portal_1.htmhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.htmlhttp://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html


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Hyperion Planning 11.1.2.3Platform Support and Patches

Firefox 17.x+ and IE9

Browser JRE Plug In 1.7.0_07+

Direct Upgrade Paths from 11.1.1.4

For 11.1.1.0.x to 11.1.1.3.x, apply maintenance release to 11.1.1.4 and then upgrade

to 11.1.2.3

For 9.3.3, upgrade to 11.1.2.2 and then apply maintenance release 11.1.2.3

Maintenance Paths from 11.1.2.X

Patches

R11.1.2.3.100 (Sep 2013)


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Hyperion Planning 11.1.2.3New Planning Suite

Enterprise Financial Planning Suite (EFPS) Browser JRE Plug In 1.7.0_07+

Includes

HSF

Hyperion Planning

Applications: Project Financial Planning

Modules: Capex, Workforce

FDM EE (Enterprise Edition)

Full use ASO usage for all users of all products within the Suite


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Page 38

2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.Copyright 2010, Oracle and/or its affiliates. All rights reserved.


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Page 39


Contact Information

Deanna Sunde

Sr. Director, EPM Planning & Essbase Practice

[email protected]

(818) 602-6052


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Appendix

Planning with ASO


Task Lists


Core New Features

Release Information

Module Enhancements



H i E b 11 1 2


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Hyperion Essbase 11.1.2.xCore Enhancements

Performance Exalytics Better use of memory and processors

BSO

Multithread restructure

Parallel data export

Parallel data load

ASO

Calculations -Allocations

Partial Clear

Synch with Shared Services not necessary

H i Pl i 11 1 2 1


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Hyperion Planning 11.1.2.1Core Enhancements

Full 64-bit OS support Stability Performance

Better Memory Utilization

Enhanced Process Management

Conditional Formatting in Web Forms

Data Validation defined in application

New Web Form Designer

Map Application to Reporting Application

Smart Lists to Dimensions

H i Pl i 11 1 2 1


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Hyperion Planning 11.1.2.1Conditional Formatting

H i Pl i 11 1 2 1


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Hyperion Planning 11.1.2.1Smart View

Essbase Excel Add in functionality now in Smart View Multiple Data Grids on One Tab Member Names and Aliases on the rows

Performance

Toggle the POV

Ability to type directly into Smart View POV toolbar

Task lists and Process Management can be accessed in Smart View

H i Pl i N F t


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Appendix

Planning with ASO


Task Lists


Core New Features

Release Information

Module Enhancements



H i Pl i 11 1 2 2


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Hyperion Planning 11.1.2.2Role-Based Navigation

Role Based display of navigation options (accordions) End User Accordions:

No longer use Advanced and Basic Modes

H i Pl i 11 1 2 2


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Hyperion Planning 11.1.2.2Role-Based Navigation (cont)

Role Based display of navigation options (accordions) End User Accordions:

No longer use Advanced and Basic Modes

Hyperion Planning 11 1 2 2


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Hyperion Planning 11.1.2.2Role-Based Navigation (cont.)

Admin Accordions:



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Page 50 2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.

Hyperion Planning 11.1.2.2Display Dimension Name in Page Axis

View menu option to toggle visualization of dimension names of page members in a

form



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Hyperion Planning 11.1.2.2Bread Crumb Navigation

Forms with right-click menu navigation to other forms display a navigation trail



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Hyperion Planning 11.1.2.2Search & Filters Within Smart Lists

Smart type ahead search is now enabled within the Smart List values

Type in a letter or string and the list will be auto filtered based on typeahead



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Hyperion Planning 11.1.2.2Interactive Task Lists

Selecting the Task List shows the Task List Status page:



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Hyperion Planning 11.1.2.2Master-Detail Composite Web Forms

Allow passing context dimension member from source form to target forms

Dimensions for which context is being passed must be in the page or POV area of the target form



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Hyperion Planning 11.1.2.2Master-Detail Composite Web Forms Definition



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Hyperion Planning 11.1.2.2Graphs in Web Forms

Composite grid layouts can include:

Planning forms and adhoc grids

Either can be designated as a graph

The same form or ad hoc grid can be reused within the composite grid

e.g., one in its original form and another as a graph

Graphs are enabled for drill down to the lowest level within the dimensions in thebase form

definition



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Hyperion Planning 11.1.2.2Rolling Forecast Setup

Set up rolling forecast forms using the form designer

Required substitution variables are created on the fly and values assigned to them

automatically:

These can be managed from within Planning web UI directly

When shifting rolling forecast periods, the shift is auto-generated for all forms which have been set

up for rolling forecast



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Hyperion Planning 11.1.2.2Rolling Forecast Setup

Budget Administrator User Interface



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Hyperion Planning 11.1.2.2Define Precision Setting at Currency Level

The data form definition can be set to pick the decimal precision from the currency

dimension and ignore the default settings



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Hyperion Planning 11.1.2.2All Years Parent

During application creation,All Years can be chosen as the parent member of the

Year dimension

Facilitates aggregations and calculation across multiple years



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Hyperion Planning 11.1.2.2Cell Comments - Formatting

Text formatting can be applied to comments

Hyperion Planning 11.1.2.2


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Hyperion Planning 11.1.2.2Multiple Cell Comments

Multiple Comments can be attached to a cell:

All comments are tracked by user id and date timestamp and are not editable once submitted.



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Hyperion Planning 11.1.2.2Attach Multiple Documents to a Cell



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Hyperion Planning 11.1.2.2Configurable Message for Business Rules Dialog

Designers can now include a message to confirm when a business rule has been

launched



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Hyperion Planning 11.1.2.2Graphical Promotion Path

Images can be added in the promotion path display



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Hyperion Planning 11.1.2.2Support for Approvals by Group

Shared service groups can be assigned as owners of Planning units



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yp gCell Level History & Audit

When data audit is enabled on the application, any user can drill into the cell level

details to see the change history on the cell



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yp gGrid Diagnostics

Administrators can track the performance of form grids from within the application



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yp gBi-Directional Language Support