What’s New in Oracle Planning...On Premise Hyperion Planning Version 11.2 Great option to extend your support if you cannot get to the cloud 1. Released Dec 2019 2. New features

February 20, 2020

What’s New inOracle Planningand the Oracle EPM Suite

Steve Hitchman, Solution Director

Ahmed Hafez, Solution Director

February 2020

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Presenters

February 20, 2020

Today’s Session

130 registrations from 60 different clients

Will be recorded

We have lots to cover

Mostly slides / some demo

We’ve included links to short videos

Oracle product management are attending

Ask questions via the questions box

February 20, 2020

Agenda

✓ Introduction

• What’s New

• Tips and Tricks

• What’s Coming

• Q&A

February 20, 2020 5

Capability Gap

2016 2017 2018

% of our

Customers

Using SaaS

2015 2019

Large

Capability

Gap

PBCS

PBCS

2020

2015 2020

February 20, 2020 6

On Premise Hyperion Planning Version 11.2

Great option to extend your support if you cannot get to the cloud

1. Released Dec 2019

2. New features – Valid intersections, Smartview dimension editor extensions, attribute

support

3. Discontinued features – Simplified user interface, Smart push, EPMA

4. No in place upgrade – new hardware is required

5. Windows server 2019 required

February 20, 2020 7

EPM Suite / Licensing Change

FINANCIALS WORKFORCE

CAPITAL PROJECTSSTRAT. MODEL

PLANNING AND BUDGETING CLOUD SERVICE (PBCS)

ENT. PERF. REPORTING

FINANCIAL CONSOLIDATION

and CLOSE

TAX PROVISION and REPORTING

ACCOUNT RECONCILIATION

PROFITABILITY and COST MGMT

DIMENSION MANAGEMENT

EACH WAS REFERRED TO AS A

CLOUD SERVICE

Option 1 – EPM Standard Business Processes Option 2 – EPM Enterprise

Small to mid sized organisations

Focus on pre-built content

Some limitations apply

Choose a Specific Business Processes,

Additional Costs Apply to Add More

Planning

Everything is included

Unlimited environments

Financial Consolidation and Close

Account Reconciliation

Profitability and Cost Management

Tax Reporting

Narrative Reporting

Enterprise Data Management (DRM)

ENTERPRISE PLANNING AND BUDGETING CLOUD SERVICE (EPBCS)

TAX REPORTING NARRATIVE REPORTING

ENTERPRISE DATA MANAGEMENT

PLANNING PLANNING

NOW REFERRED

TO AS BUSINESS

PROCESSES

SCENARIOMODELLING

February 20, 2020 8DXC Proprietary and Confidential

February 20, 2020 9

• Combine management, narrative and

statutory reporting needs in one solution

• Instant visibility to the progress and

status of a reporting Lifecycle

• Automates population of EPM content

• Built in security and workflow

• Author, Review and sign off phases

linked to roles

• Integrated with office

• Cross cloud/multi-source reporting

Narrative Reporting

A secure, collaborative and process driven solution for Authoring, reviewing and publishing report packs containing content from

Oracle EPM data sources and beyond including commentary. Both external and internal report packs / presentations.

https://www.youtube.com/watch?v=FpYCbbTzUto

Current State for Most

• Smartview / excel led reporting

• Lots of manual checks /

validations

• Copy paste content into Word

and Powerpoint

• E-mail and / or sharepoint based

collaboration in a word document

• Labour intensive, inefficient

process

With Narrative Reporting

https://www.youtube.com/watch?v=FpYCbbTzUto

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as of September 2019 and Oracle undertakes no duty to update any statement in light of new information or future events.

Safe Harbor

Copyright © 2019 Oracle and/or its affiliates.10

http://www.oracle.com/investor

February 20, 2020 11


Hybrid Case Study –

Dimension Member Count L0 %

All L0

Account 1,398 370 27%

View 18 3 17%

Period 37 17 46%

Status 18 11 61%

BA_Number 510 510 100%

BA_Line 504 504 100%

Fund 404 282 70%

Task 3,487 3,486 100%

Project 23,417 11,328 48%

Version 3 3 100%

Year 21 19 90%

Scenario 114 50 44%

Query Time Seconds

Calc Time (Minutes)

Cube Size / Dense Restructure Timeframe (Hours)Level 0 constitutes

< 0.5% of this cube

Resulted in Reduction of number of blocks from ~293M to ~1.8M.

We found the sweet spot was to leave largest dimension (Project)

as stored and make the rest as dynamic at parent level.


Free Form Cubes

• A new cube type as part of the new Enterprise license

• Cubes in PBCS have historically required dimensions

– Account, Entity, Scenario, Version, Year & Period

– Whilst this is mostly good it can be limiting (eg. Year and Period in separate dimensions, Scenario and Version in

separate dimensions)

• Enter the new Free Form Cube format

• Available as either Hybrid/BSO or ASO

• Option to Import Essbase outlines – great for Essbase migrations

• Build models from excel templates is coming (Q3 CY 2020)

• 1 cube for now per App – more coming (Q4 CY 2020)


• Validate Data on Entry

• Save time by ensuring better data

quality

• Calculate only the rows updated

GroovyData Validation & Performance Examples


Licensing and Product ChangesPBCS EPBCS

Cube Types Custom Custom

Pre Built Modules

Environments / Pods Included 2 / 1 2 / 1

Custom

Cubes

Available

BSO 3 3

ASO 4 4

Free Form Not available Not available

Hybrid Available No Yes

Groovy Available No Yes

Creating / Modifying Groovy No Yes

EPM Standard EPM Enterprise

Custom

Pre Built Modules

Custom

Pre Built Modules

Free Form

2 / 1 (can procure more) 20 / 10

1 Options to

extend

6 ☺

1 6 ☺

Not available 1 (will increase)

Yes Yes

Yes – only as part

of pre configured

modules

Yes

No Yes

Stay here

NEW

NEW

NEW

Existing Customers

New Customers Here only

NEW

Or move here


Pros and Cons of Switching to EPM Enterprise Licensing

✓

✓

✓

✓

✓

✓

×

February 20, 2020

Agenda

• Introduction

✓ What’s New

• Tips and Tricks

• What’s Coming

• Q&A


Demo

• We are going to show REDPLAN Demo Application which is a Hybrid application

• Intro for those less familiar with PBCS

• We’re going to show the Oracle pre built modules to help you visualise Oracle’s strategic direction

• We’ll also show a few of the newer features and highlight some tips and tricks as we go

• Browser initially and then Smartview (11.1.2.5.910 released Dec 2019)


Smart View – Last Retrieved Date

/* To display the last retrived date as a serial date */

IF(@Truncate(@Remainder(@CalcMgrGetCurrentDateTime() / 1000000 ) * 100 ) >= 16.00 )

(@CalcMgrDateDiff(19000101,@CalcMgrGetCurrentDate(),"Day" ) +3 ) +

@Truncate(@Remainder(@CalcMgrGetCurrentDateTime() / 1000000 ) * 100 - 16 ) / 24 +

@Truncate(@Remainder(@CalcMgrGetCurrentDateTime() / 10000 ) * 100 ) / 1440 +

@Truncate(@Remainder(@CalcMgrGetCurrentDateTime() / 100 ) * 100 ) / 86400;

ELSE

(@CalcMgrDateDiff(19000101,@CalcMgrGetCurrentDate(),"Day" ) +2 ) +

@Truncate(@Remainder(@CalcMgrGetCurrentDateTime() / 1000000 ) * 100 + 8 ) / 24 +

@Truncate(@Remainder(@CalcMgrGetCurrentDateTime() / 10000 ) * 100 ) / 1440 +

@Truncate(@Remainder(@CalcMgrGetCurrentDateTime() / 100 ) * 100 ) / 86400;

ENDIF

• Many if you are relying extensively on Smartview to generate

critical report pakcs

• Large workbooks with multiple Smartview retrieve sheets

• Refreshing All Worksheets is obviously important

• Add an Account called Last Retrieved date, include into each of the

retrieve sheets and can then have a control sheet to ensure all

sheets have been retrieved on


Online Help and Support

• Forum – Ask & Answer Questions

• Ideas – Suggest Ideas and Vote on Other Ideas (direct channel

to product development)

• Events – What events are happening in the community

(training, product updates, etc…)

• Hall of Fame – Earn Points and Badges, build your personal

brand / reputation in the community

• Learning – Central Access to Oracle training (free content

included)

• Success – Success stories from the community customers and

partners

• Documentation – easily access product documentation

• Support – Everything support related

https://www.youtube.com/embed/bGz1PH5NqUw?rel=0&autoplay=1

https://www.youtube.com/embed/bGz1PH5NqUw?rel=0&autoplay=1


Forms Database Suppression – Nov 19

• New setting

• Dramatically extends what can be done in forms

• Has allowed us to present 10 dimensions in the rows whereas previously was capped at 3


EPM Agent

• Custom or Seeded Queries (EBS &

Peoplesoft GL)

• Scripting enables connecting to

sources not accessible to SQL

• Alternative to using FDMEE on-

premise

• Synchronous Mode requires more

complex network setup

SyncAsync

Demo:

https://www.youtube.com/watch?v=S4b4xiBCUh0

Doc:

https://docs.oracle.com/en/cloud/saas/enterprise-performance-

management-common/diepm/epm_agent_tile_104x84710842.htmlDownload from EPM Cloud

https://www.youtube.com/watch?v=S4b4xiBCUh0

https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/diepm/epm_agent_tile_104x84710842.html

February 20, 2020

Agenda

• Introduction

• What’s New

✓ Tips and Tricks

• What’s Coming

• Q&A


Actual

Active / Calculating Scenarios

• Plan

• Plan1

• Etc.

Archive Scenarios

• Budget

• Budget 18/19

• Budget 19/20

• Forecasts

• Forecast 3+9

• Forecast 6+6

• Forecast 9+3

Variance Scenarios

• Actual v Budget ($)

• Actual v Budget (%)

• Actual v Budget Comments

These are the active Scenarios

Working Draft1 Draft2

This is the primary or master Version that would be used for all Scenarios.

Assumed relevant here only

Version

These are locked / read only

Admins can move

Scenarios up to

re open them if

needed

Or selected users

can copy data

from Archived

Scenario to active

Scenario

Not relevant

Scenario and Version Approach


Budget Adjustment Tracking (Update Budget Scenarios, Solution Will Track Changes)

• Ability to track budget adjustments as a calculated amount between current budget and

previous budget using an Adjustment Tracking Version.

• To enable this functionality we will do the following:

• Each Adjustment Budget will be tagged with a User Defined Attribute (UDA)

called “Adjust”

• It is important that we order our Budgets as follows in the hierarchy as each

scenario tagged with UDA: Adjust will be compare to its Left Sibling as shown

below

• Locked_Budgets

• Budget2019

• Budget2019_Initial

• Budget2019_Adj1 (UDA: Adjust)




• Commentary will remain against each budget scenario; commentary entry against the

adjustment version will not be possible.

C10401 C10401 C10401 C10401

NonDriver NonDriver Commentary NonDriver

P00000 P00000 P00000 P00000

A100002 A100002 A100002 A100002

F00 F00 F00 F00

Z00000 Z00000 Z00000 Z00000

Version Final

Target

Calculated_Adjustment

FY19 FY19 FY19 FY19

Jan Jan Jan Jan

Budget_2019 #Missing #Missing #Missing #Missing

Budget_2019_Entry #Missing 8000000 Initial Budget Entry #Missing

Budget_2019_Adjust_Q1 #Missing 10000000 AH - Decided I needed More 2000000

Budget_2019_Adjust_Q2 #Missing 9000000 AH - I was told to reduce this -1000000

Budget_2019_Adjust_Q3 #Missing 9500000 AH - Manager asked to increase again 500000

Budget_2019_Adjust_Q4 #Missing 10000000 AH - Manager realized I was right 500000


PBCS Automated (Assisted) MigrationsSolution Overview:• Batch / UI bases approach that can be used by Novice Users

• Migrating from local backups to Test

• Migrating from snapshots other than “artifact

snapshot”

• Migrating the PBCS Automate command and trigger

scripts.

• Advanced error handling and control

• Backups are always taken and confirmed. Nothing is deleted

or overwritten without backups

• Notification by Status Email with Formatted Reporting

• Email Subject: Success/Fail Depending on Status

• Email Body:

• Color Coded Status Reporting of all jobs in

formatted table

• Captures Task Description, Status, Start Time,

End Time & Duration

• Specific Error Messages Encountered in

formatted table (missing metadata, business

rule errors, etc.)

Local Backup

Files

Cloud

February 20, 2020

Agenda

• Introduction

• What’s New

• Tips and Tricks

✓ What’s Coming (Safe harbour)

• Q&A


Monthly Patching Updates

• All our PBCS customers should be getting monthly

updates from us

• Its been a fairly quiet time in terms of the recent

patches – that’s about to change!

• Suggest keep a close eye on our updates in the

next month or two


New Browser User Interface

• Release due very soon

• Oracle session 22nd Feb

• Refer to video below

• The focus is look & feel & performance

– not functionality!

https://www.youtube.com/embed/iBqlQ41usfc?rel=0&autoplay=1

https://cloudcustomerconnect.oracle.com/posts/af96fc384f

https://www.youtube.com/embed/iBqlQ41usfc?rel=0&autoplay=1

https://cloudcustomerconnect.oracle.com/posts/af96fc384f


New Dashboard DesignerSteve


New Reporting

• Expected to be available for PBCS customers

soon

• Long term ‘replacement’ for Financial Reporting

/ Migration capability will exist

• As compared with Financial Reporting

• Equivalent tabular capability

• Enhanced charting

• Modernised interface

https://www.youtube.com/watch?v=SL4cB8FEpB0

https://www.youtube.com/watch?v=SL4cB8FEpB0


Business Process Workbench

• Work across tabs

• Work in tandem with artefacts across application

• Work across artefacts using split windows


Data Maps & Smart Push

• Current

– BSO to BSO/ASO

– R18.11

• Planning to Strategic Modeling

• Strategic Modeling to Planning & Reporting

– Member to Member mapping

• CY2019

• Scenario Model to Scenario Model

• ASO to ASO/BSO cube

• Member to Member across cubes

• Maps across Planning Applications


• Superfast, scalable and Excel like

interaction

• New design with significant usability

updates

– On the grid supporting detail

– Action menus, sort, filter, comments,

formatting, etc

– New tool bars and side panels

Re Designed Forms


Re Designed Form Authoring / Edit

Cell specific

formatting

Cell specific

formatting


Future EPM and Technology Influence



I Know What You Maybe Thinking, so I started to Google and this is what I found….

Don’t Worry, its all true!

Don’t Worry, its all true!

The main aim is to use technology to achieve better

accuracy and efficiency!

How?????


Intelligent Performance Management(IPM) – Business Vs Technical


Machine Learning & EPM

Embedded 3rd Party Integrated



Predictive Planning




Thanks to Oracle Product Management for attending

In Summary

Slides and recording booked to come out Friday morning

For more information please reach out

Lots more to come

Ahmed’s blog – HyperionJedi.com

Q&A

Documents

What’s New in Oracle Planning...On Premise Hyperion Planning Version 11.2 Great option to extend your support if you cannot get to the cloud 1. Released Dec 2019 2. New features