Embed Size (px)
Citation preview
Oracle Hyperion EPM 11.1.2.3 Update
Presented by: Ralph Shields October 24, 2014
BizTech
Oracle advisory, resale, implementaFon, hosFng, management, and support.
2
BizTech Clients: Growth-‐oriented midsize and large organiza2ons.
BizTech Value: We make Oracle easy and cost effec2ve as an elas2c extension of your organiza2on.
BizTech Difference: Integrated services for the en2re EBS/Fusion, EPM, BI technology stack and lifecycle.
3
Agenda
• Overview • Planning Enhancements -‐ 46 • Financial Close Enhancements -‐ 47 • Essbase Enhancements -‐ 14 • SmartView Enhancements – 24 • Other Enhancements -‐ 86 • Summary
Overview -‐ Headline
Oracle Hyperion Enterprise Performance Management (EPM) System
– 11.1.2.3 Released April 30, 2013 • Many major enhancements
– 11.1.2.3.500 Released April 2, 2014 • Mobile app and support for tablets
– 11.1.2.3.1 – Released this week!
4
New – Support for Tablets and Mobile
• Support for Apple iPads and iPhones and Andriod Phones and Tablets – Planning – Financial ReporFng Studio
5
New -‐ Oracle Hyperion Tax Provision
• Oracle Hyperion Tax Provision is a comprehensive global tax provisioning soluFon for mulFnaFonal companies reporFng under US GAAP or IFRS.
• The soluFon encompasses all stages of the corporate tax
provision process including tax automaFon, data collecFon, tax provision calculaFon, return-‐to-‐accrual automaFon, tax reporFng and analysis.
• The Hyperion Tax Provision applicaFon is built using Financial
Management and leverages all its funcFonality.
6
Overview – Press Release Summary
7
• Leverage ERP – ERP IntegraFon Adapters
• Data Governance – Data RelaFonship Management (DRM)
• Integrated Suites – Strategy Management, Planning and ForecasFng, Financial Close and
ReporFng, and Profitability and Cost Management
• EPM is now Part of Business AnalyFcs – Business Intelligence Technology and AnalyFc ApplicaFons
Overview -‐ Themes
• Plan for Growth – Profitability and Cost Management on ExalyFcs – Planning Usability
• Report with Confidence – Financial Management AnalyFcs Ease of Use – Financial Close Management Ease of Use – Tax Provisioning alignment with Financial ReporFng
• Accelerate Time to Value – New out-‐of-‐the-‐box capabiliFes for
• Financial Data Quality Management • Data RelaFonship Management • Planning modules
8
Planning Enhancements
• Ease of AdministraFon • SmartView dimension administraFon • Members on the fly • Module enhancements
– PFP, Public Sector, Workforce, CapEx
• Scalability – Aggregate Storage OpFon (ASO)
9
Financial Management / Close Enhancements
• Configurable feature set • Dynamic POV on Forms
– Based on one or more selecFons from other dimensions
• On Demand rules on Forms • Task AutomaFon
– Extended dimensionality
• Custom Dimensions – Add later
• Intercompany – Befer modeling
• Equity Pickup enhancement • Member ProperFes
– View anywhere • Copy ApplicaFon and Ownership enhancements 10
Essbase Enhancements
• @XREF – OpFmizaFon
• RUNTIMESUBVARS
• New CalculaFon FuncFons – @CREATEBLOCK, @INTERSECT, @ISMBRUDA, @ISRANGENONEMPTY, @MEMBERAT,
@RANGEFIRSTVAL, @RANGELASTVAL
• Enhancements to befer support “Unique member names”
• AddiFonal configuraFon and logging senngs
• Universal/Uniform Naming ConvenFon (UNC) support
11
SmartView Enhancements
• Status bar for retrieval progress • Financial Management Data Grids • Cell-‐based Point of View (POV) member selecFon • Visual Basic (VBA) FuncFon enhancements • Enhanced administraFve control of
– Default opFons – Shared connecFons
• OBIEE ConnecFon • Planning AdministraFon extension
12
Other Enhancements
• OBIEE IntegraFon with Workspace • New CalculaFon Manager custom defined funcFons – Launch MAXL from calculaFon script – Conversion uFliFes
• Text to number, number to text, etc.
• FDQM is now FDQMEE
13
Resources
14
CumulaFve Feature Overview Tool: Download from support.oracle.com
• CalculaFon Manager • Crystal Ball • Dashboard Development Services • Data RelaFonship Management • EPM Architect • EPM System InstallaFon and ConfiguraFon • ERP Integrator • Essbase • Essbase AdministraFon Services • Essbase Studio • Financial Close Management • Financial Data Quality Management • Financial Management • Financial ReporFng • Integrated Margin Planning • Integrated OperaFonal Planning • InteracFve ReporFng • Performance Scorecard • Planning • Profitability and Cost Management • Provider Services • Shared Services • Smart Search • Smart View for Office • SQR ProducFon ReporFng • SQR ProducFon ReporFng Studio • Strategic Finance • Web Analysis • Workspace
Additional Details
CFO Tool What’s new from 11.1.2.2 to 11.1.2.3
16
CFO Tool Summary -‐ Planning
• SmartView Dimension Editor – Requires “SmartView for Office Administrator Client” install
• Public Sector – Recurring requests – Decision packages
• Afributes • Copying • ReporFng
– Revisions – Dashboards
17
CFO Tool Summary -‐ Planning
• Members on the fly – No administrator involvement required
• Custom Dimension hierarchy by Plan Type • Task Lists
– Copy Version for scope of form – Task List status dashboard
• Grid Scroll Preferences – Set by user
• Display – Default, Name, Alias, Name: Alias, Alias: Name 18
CFO Tool Summary -‐ Planning
• Aggregate Storage (ASO) for Essbase databases – Scalability
19
CFO Tool Summary -‐ Planning
• Outline Load UFlity – More robust and automatable – SQL integraFon
• Logging • Approvals
– Approvals Dashboard • Rolling Forecast Enhancements • Form Design
– Edit from within end-‐user view – Composite enhancements
• Where used, Edit simple from within composite 20
CFO Tool Summary -‐ Planning
• Home Page – Forms, Task Lists, or Approvals
• Currency dimension editor • RunFme prompts
– Override value can now be set per rule / ruleset
21
CFO Tool Summary -‐ Planning
• Project Financial Planning (PFP) Usability – Streamlined task lists
• Expense Planning, Revenue Planning, Project Performance, and Funding
– Composite Forms • One composite per project type
– Streamlined menus – Spread logic enhancements
• Fill, SpreadEvenly – Overhead review form
• PFP Earned Value Management (EVM) • Enterprise Performance Management Architect (EPMA)
Support for PFP
22
11.1.2.3.555 What’s New • New Enterprise Performance Management Mobile ApplicaAon -‐ A new Smart Phone based applicaFon that:
– Enables on-‐the-‐go review and approval by managers and execuFves – Provides users with easy access to key business informaFon for faster decision making and improved process flow – Allows approvals and workflow across Planning, Financial Management, and Tax Provision – Offers a consistent user experience across EPM products by leveraging Oracle ApplicaFon Development Framework (ADF) mobile technology – Supports Apple and Android phones available for download from the Apple App Store (Available Soon) and Google Play Store (Available Now)
• Enterprise Planning -‐ Significant enhancements on Hyperion Planning, including: – New Planning user experience opFmized for Tablet devices.
• Supports Apple and Android Tablets • Supports Mobile and Desktop browser environments • Full writeback and end-‐user funcFonality
– Preserve Microsor Excel formanng in planning forms – PredicFve Planning support for Planning ASO cubes
• Financial Close -‐ Key funcFonal and usability enhancements are delivered as part of this release. – Financial Close Management includes a streamlined organizaFon of the reconciliaFon making it easier to see key informaFon quickly, and the
ability for users to define acFon plans, including updates, even arer the reconciliaFon is closed – Financial Data Quality Management, Enterprise EdiFon (FDMEE) adds support for PeopleSor 9.2.
• Profitability and Cost Management -‐ Hyperion Profitability and Cost Management (HPCM) delivers key funcFonal enhancements and significant performance improvements in this release:
– Concurrent Calc Script ExecuFon for ExalyFcs provides accelerated calculaFons on Standard Profitability Models – Parallel SQL execuFon on Detailed Profitability Models when deployed on Oracle database – A series of funcFonal enhancements to support more job types in the job library, assignment rules and reporFng via Oracle Smart View
• Oracle Data RelaAonship Management-‐ Key funcFonal enhancements delivered as part of this release provide addiFonal capabiliFes including:
– New Governance web service to trigger workflow requests directly from external systems – Evolve governance workflow models and tasks based upon changes in business processes
• PlaHorm Support Updates -‐ Highlights include updated support for database, desktop client, browser, Microsor Office and mobile OS plasorms.
23
