Update on Hyperion Planning v11.1.2

About This Presentation

• Audience: EPM Sales, SCs & Partners

• Objective:

– Introduce Hyperion Planning 11.1.2

• Length: 33 pages

• Authors: Stephane Ribault

• Release date: March 2010

• Feedback: Please send any comments or

suggestions to the authors

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1

Hyperion Planning 11.1.2

August 24th, 2010

Stephane Ribault

Director, Enterprise Planning

Agenda

• What’s New in Hyperion Planning 11.1.2 – Summary

• What’s New in Hyperion Planning 11.1.2 - New Features

– Data Form Designer

– Process Management

– End User Experience

– SmartView for MS Office

– Financial Reporting

– Reporting Application Integration

• Q&A


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What’s New in Hyperion

Planning 11.1.2?


Why is this release important to you?Hyperion Planning 11.1.2

1. Communicates strategic importance within Oracle

• Largest number product enhancements over the last 5+ years

• Generating significant momentum with customers

2. Leapfrogs the Competition

• Process Management / Workflow

• Web UI sophistication

• Depth of support for MS Office

3. Opens up Opportunities with Hyperion Public Sector

Planning & Budgeting

• Public Sector Market

• Related markets such as Healthcare and Higher Education

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 5

Robust End User ExperienceHyperion Planning 11.1.2


• Powerful Process Management

• Validation of plans including color coding, notifications and approvals

• Sophisticated Web and MS Excel capabilities

• Comprehensive support for MS Office; Excel, Word, PowerPoint and Outlook

• Task Lists and user actions within MS Outlook and Excel

• Enhanced reporting and budget books

Public Sector Planning & BudgetingAccelerate Position & Employee Budgeting

• Out-of-the-box configurable and expandable position and employee expense budgeting

• Project and evaluate the impact of employee compensation and benefits

• Forecast the impact of new positions, workforce reductions, contract proposals

• Powerful workflow and process management for budgeting and forecasting

• Integration with ERP


Budget BooksHyperion Planning 11.1.2

• Define a budget book with sections and subsections with a table of contents

• Financial Reports, MS Word, HTML, PDF and other file types as sections or attachments in the Book

• Generate the book in PDF output or a static HTML web site

• Templates will be provided for HTML layout and page customization

• BI Publisher support

• Support table of contents edits and web-site navigation links

• Leverage book printing options in workspace

• Built in search capability for HTML output

• Integration with Document Management System (Stellent)


Summary of Key FeaturesHyperion Planning 11.1.2

End User Experience– Improved usability in web forms

• Sorting and Filtering, Ad hoc on the Web, Menus at cell level and Personalized Data Forms

• Traffic Lighting, Data driven visual exceptions and Validation notifications

– Increased flexibility to view / enter data

• Enhanced Composite Forms

– Improve administration functionality

• New Member Selector

– Ad-hoc filtering: Leverage UDA, Attribute, levels, generation

– Flexible display

– Sorting

– Reduce time to design forms

– Reporting cube integration

Workflow– 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

Microsoft Office– Excel: 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

• Manage Planning task through Outlook tasks

New Modules– Public Sector Planning & Budgeting [Position Budgeting]

• 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

– Balance Sheet Planning (Separate Presentation to follow)

Budget Books– Define a budget book with sections and subsections with a table of

contents

– 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


Agenda

• What’s New in Hyperion Planning 11.1.2 – Summary

• What’s New in Hyperion Planning 11.1.2 - New Features

– Data Form Designer

– Process Management

– End User Experience

– SmartView for MS Office

– Financial Reporting

– Reporting Application Integration

• Q&A



Data Form Designer


Data Form Designer

Standard & Composite Data Form

• Dimension drag & drop

• New Properties pane

– Grid/Row/Column properties

– Display properties

• New Validation Rules Builder

• Additional rows/columns

– Member

– Formula

– Blank


Data Form Designer

Standard & Composite Data Form

• Extended Member Selector

– Members Count

– Gen/Level Filter, Ad Hoc Filter

– Keep only by function

• New Composite Layout Manager

– 2-rows, 2-columns, custom design

• Section Properties Panel

– Display as Tab

– Common Dimensions


• New Validation Rule builder

• Validation based on data value, member,

attribute, property type

• Condition-based cell color coding,

validation message and workflow

• If, Then … Else statement

• No more javascript code writing


Data Form Designer

Data Validation Rule Builder


Process Management


Process Management

Planning Unit Hierarchy

• Increased granularity in the Planning Unit definition

– Add one more dimension to entities

– Support different process management organization based

scenario / version combination

• Pre defined promotional path

– Automatically find the next owner

– Based on Planning Unit Hierarchy owner assignments including

owners and reviewers


Process Management

Matrix-based and Dynamic Promotional Path


• Support matrix organization

• Data driven promotional path

– Dynamically add reviewers and update promotional paths based

on data

– Leverage threshold-based submission

Process Management

End User Experience


• Process Management Flexibility

– New options available - take ownership, multi select action, out of

office and delegation

– Additional Approvals based on Data Validation Rules including

Sub-process Status

– Sorting & Filtering based on Planning Unit, Process Status or

Location


End User Experience


End User Experience

Ad-hoc mode, Filtering & Sorting, Data cell Menu


• Ad hoc on the Web

– Keep only

– Drill up and down

– Pivot

– Member Selector

• Save personalized data form

• Sorting and Filtering

• Menus at cell level

• Traffic Lighting, Data driven visual

exceptions and Validation notifications


SmartView for MS Office


Smart View for MS Office

Outlook Integration

• Manage Planning Task Lists

through Outlook Calendar and

Tasks

– View Instructions

– Open URL

– Open Web Form in MS Excel

– Mark As Complete

• Tasks and Task List details

• Report creation and automatic

Reminders



All key Planning web capabilities available within Excel


• Manage Planning Task Lists in Excel

• Tasks and Task List details

• New SmartView pane

– Shared and Private Connections

– Most Recently Used documents and Pin Important Tasks

– Option to display at start up

• Composite data form

– Data grids as spreadsheet tabs

– Common Dimension sharing through color coding

• Ad-hoc mode

• Contextual data cell menu

• Member Formula




• Process Management

– Promotional Path

– Change Status

– Additional Approval Validation

– Out of Office Assistant

• Traffic Lighting & Data Validation

– Visual clues

– Validation Message




• Copy Version for Planners

• Tracking capability through Job Console

• One central place to manage Planning preferences that

will be propagated to all Planning front ends





Financial Reporting Budget

Book


Budget Book

Financial Reporting Book and Batch

• Define a budget book with sections and subsections

with a table of contents

• 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

• HTML batch outputs for web site contents



Reporting Application

Integration


Reporting Application Integration

BSO to ASO integration

• Map Planning application to Reporting application

• Dimensions & Smart Lists mapping

• Point of View definition

• Reporting & Analysis on top of Planning Smart List

values



Documents

Update on Hyperion Planning v11.1.2