Post on 27-Oct-2015
description
Oracle Hyperion Planning : New Oracle Hyperion Planning : New
features, Tips and Tricksfeatures, Tips and Tricksfeatures, Tips and Tricksfeatures, Tips and Tricks
Lisette PendrighLisette Pendrigh
IntellientIntellient
Hyperion PlanningMarket Leading Planning, Budgeting and Forecasting product
• Centralized, not distributed
• Consistent assumptions and calculations#1
• Driver-based planning
• Align top-down with bottom-up
• Collaboration across organization
• Short budget cycles
• Transparency and Accountability
• Plan / Forecast Accuracy
#1Planning and
Budgeting
17%
13%
10%
8%6%5%5%
4%
4%
3%
3%3%
3%3%
3% 3% 2% 2% 2% 1%
Professional Services Financial Services
1008
1272
1624
2050
1000
1500
2000
2500
Hyperion Planning Customer Growth
• Hyperion Planning is the market leading Financial Planning, Budgeting and Forecasting product with over 2000+ customers at end of 2008
• Diverse customer base across several industries
• More than 150 customers with 1000+ user licenses
Professional Services Financial Services
Retail Industrial Manufacturing
High Technology Communications
Life Sciences Consumer Products
Travel & Transportation Healthcare
Media & Entertainment Public Sector
Automotive Utilities
Natural Resources Engineering & Construction
Oil & Gas Education & Research
1395
278
504
740
0
500
1000
2000 2001 2002 2003 2004 2005 2006 2007 2008
9.32007
End user productivity features
introducing Capital Asset Planning
11.1.1Lifecycle Management Calculation Manager
Document Attachments Ad Hoc Analysis in Smart View
Drill back to EBS ERP2008
9.2
4.0
4.1
2005
2007
End-user ease of use
Introducing Workforce Planning
System 9: Integrates out-of-the-box financial management applications
with a business intelligence platform
Localization
2006
Key Elements of Product Strategy
• Packaged ERP Integration
– Data – Inbound and Outbound
– Process – Within and beyond the EPM system
– Source Type – Oracle and non Oracle ERP sources– Source Type – Oracle and non Oracle ERP sources
• True Enterprise Planning
– Increased depth and breadth in Enterprise Planning
– Linking Financial Plans with Operational Plans
– Industry Specific offerings
• Best in Class Functionality
– Best in class Web and MS Office user experience
– Best in class scalability and performance
– Best in class support for workflow and process management
11.1.1.1
PUBLIC SECTOR BUDGETING
� Process Management
� Smart View for Planning
� Data Validation/Traffic Lighting
� ASO-Reporting Integration
� Web Based Ad-hoc & End User
Functionality
� New Form Designer
� Robust Member Selector
� EPMA
� Calc Manager
� Life Cycle Manager
� Core Planning
� Smart View Ad-hoc
� EPMA
� Calc Manager
� Life Cycle Manager
� Core Planning
� Smart View Ad-hoc � 32 live customers on
Hyperion Planning 11.1.1
� 32 live customers on
Hyperion Planning 11.1.1
CY 2009 – 2010 Planning Releases
CY 2008
Q1 Q2
Apr 2009
11.1.2
Talleyrand
11.1.1.2
• Multi Platform
Oct 2008
• Localized
• 13 Languages
• Full Feature Release
CY 2009
Q4
11.1.1.3
• ERPI – EBS Data Load &
Drill Through
• Calc Manager for Classic
Applications
Copyright © 2009 Oracle Corporation – Proprietary and Confidential, All rights reserved.
Q3 Q4
CY 2010
What’s new 11.1.1.3• Integrate Planning with your ERP
• Simple, pre-packaged approach to ERP to EPM integration
• Allows you to focus on the EPM application instead of the pain of integration
• Business user driven configuration and management• Business user driven configuration and management
• Increased confidence in data and integration process
• Improved process cycle times due to tight management of process
• Design business rule more easily with Calc manager
• Benefit from Calc manager for applications not upgraded to EPMA
• Design business rules faster
– Improved usability
– Wizard based pre defined calculation templates
ERP Integrator
• Dimension members, hierarchies, currencies, exchange rates, calendars,
statistics, and monetary data will be extracted.
• Historical data for any period will be available.
• Metadata integration will be through EPMA or direct integration through
the Classic Planning tools will be supported.
• Data will be loaded directly into applications via EPMA, the Classic tools or
FDM.
ERP Integrator Approach
Financial Data Financial Data
Management with ERP
Adapter Suite
+
Flatfile /
Interface
Table / ODI
ERP SystemERP
Knowledge
Module
Flatfile / Interface
table load
Flatfile /
Interface
Table
Hyperion
EPM Apps
+
+
Oracle Data Integrator
(ODI)
Hyperion
Knowledge
Module
ERP Integrator
• ERP support
– Oracle EBS GL support for 11.5.10 cu2, 12.0.6 and 12.1.1 including drill
through
– PeopleSoft GL version 9.0 including drill through
• SAP GL support for 4.6c and ECC 6.0
– Data sourcing through FDM adapter
– Drill through to GL for actual and budget data
Calculation Manager• Main business rule designer tool for Planning
– Use calculation manager for EPMA and classic application
– Migrate all business rules from HBR
• Templates
– Wizard based system templates
– New features in template designer
• Usability and functionality
– Zoom mode
– Formula editing
– Printing
What’s coming 11.1.2
• New Module : Public Sector Planning and Budgeting
• Improved usability for Planners• Flexible Web forms
• Full feature availability in the Office environment
• Improve administration functionality • Reduce time to design forms
• Build solid budget process approval
• Build data validation rules
• Easily integrate planning data to Reporting application
Public Sector Planning and Budgeting• Hyperion Public Sector Planning and Budgeting is a new module of the
Hyperion Planning product
• Built using Hyperion Planning Plus as the foundation technology
• Objective• Objective
– Address planning and budgeting needs in public sector organizations through
packaged product offering
• Key functional capabilities
1. Bi-directional integration with ERP data sources
2. Support for management of budgetary processes including budget book
preparation
3. Packaged position budgeting module
Public Sector Planning and Budgeting11.1.1.3
(now GA) 11.1.2
Beyond
11.1.2
EBS
11.5.10cu2
12.0.6
12.1.1
GL integration (GL to Planning) � � �
Drill Back (Planning to GL) � � �
Write back (Planning to GL) � �
12.1.1 HR Integration (HR to Planning) �
PSFT
8.9
9.0
GL integration (GL to Planning) �(9.0 only) �(9.0 only) �
Drill Back (Planning to GL) �(9.0 only) �(9.0 only) �
Write back (Planning to GL) �(9.0 only) �
HR Integration (HR to Planning) �(9.0 only) �
SAP
4.6c
ECC 6.0
GL integration (GL to Planning) � (data only) � (data only) �
Drill Back (Planning to GL)
� � �
Public Sector Planning and BudgetingBudget books
• Define a budget book with
sections and subsections with a
table of contents
• Insert FR reports, MS Word, • 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
Public Sector Planning and BudgetingBudgeting Features• Task flow to guide functional administrative users and cost center managers
• 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
Core PlanningNew Features
• Enhanced web forms
• New member selector
• New form designer with enhanced composite forms
• Process management
• Data Validation
• Reporting cube integration
• Smart view for budgeting – Office integration
Enhanced web forms
• Support back navigation
• Sorting and Filtering
• Freeze panes
• Ad hoc
Key Benefits
• More flexibility for end user• Reduces admin dependency for
specific end user needs• Ad hoc
• Menus at cell level
Enhanced web forms• Colour coding
• Data based visual exceptions
• Validation fly out
Key Benefits
• Higher usability in forms
• User friendly environment for end users
New member selector
• Advanced search and
filtering capabilities
– Leverage UDA,
Attribute, levels,
generation
Key Benefits
• Higher usability in forms
• User friendly environment for end users
generation
– Wild Card Search
• Varied Display Options
• Planning Wide usage
Enhanced composite forms
• Multi tab, multi
section
• Common
dimension
visualization
Key Benefits
• Ease of use
• Flexible data entry pages
visualization
• Better usability –
drag and drop
Process management improvements
• 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
Planning Unit Definition
• Define the composed Planning Unit Hierarchy
• Assign owner, Reviewers, users to be notified
Key Benefits
• Add more granularity in the
process
• Support simple to very
complex organizations
• Optimized maintenance
Guided Promotional Path
• Promote under some data conditions
• Include transversal functions to the approval path
Key Benefits
• Higher quality in
submitted plans
• Higher accountability of
the organization
• Stronger process
Plan Submission
• New actions
– Take ownership, Freeze data, Delegate, Originate
– “Out of the Office”
Key Benefits
• Improve business process
flow
• Avoid delays• Avoid delays
Mapping Planning to reporting
applications• Map the planning application to reporting cubes
– Essbase BSO and Essbase ASO
– Map dimensions to dimension
Map smart lists to dimension
Key Benefits
Ability to have richer and more
complete planning models
without adversely impacting – Map smart lists to dimension
– Filtering data to be transferred
• Periodically
update reporting
cube
without adversely impacting
scalability and performance
Enhance Smart View for Planning
• 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 integration
– Manage Planning task through Outlook tasks
Task lists in Outlook Key Benefits
Perform & Manage :
• End to End Data Entry, Tasks, Process
• Analysis => Within a Single Unified Office Interface
New Balance Sheet Planning Application• Financial Services Industry Specific
• Cash Flow Balance Sheet & Net Interest Margin Planning
• Built on top of Hyperion Planning, leveraging Essbase and User Interface
• Separate Hyperion Planning Module (Like CAPEX & Workforce)
• Integration with Hyperion Capex and Workforce Planning• Integration with Hyperion Capex and Workforce Planning
• Built in Conjunction with and Integrated with Oracle Financial Services Profitability Management, Funds Transfer Pricing and ALM
• Replacement for Oracle Budgeting & Planning 4.5, Oracle’s Current FS Budgeting Solution
– Built with Scale, Performance, and Usability in Mind
– Significant Additional Functionality
Future Roadmap• EBS HR and Projects
• PSFT Projects
• Commitment ControlERP Integration
• Oracle BI Applications as source / targets
• Web Services supportIntegration with BI and Fusion Middleware • BPEL support for managing workflowFusion Middleware
• Project Planning
• Revenue Planning
• Near Term Financial ForecastingNew Planning Modules
• Collaborative Web Forms
• Integration between Process Management and Task Management
• Varying Attributes and custom dimensions
Best in Class Functionality
Tips, Tricks and Best Practices• Metadata
• Data
• Web Forms
• Custom Menus & Smart Lists
• Reporting Templates• Reporting Templates
• Hyperion Business Rules & Calculation Manager
• Enterprise Performance Management Architect for Planning
• Outline Load Utility
• User Provisioning
• Backup procedure
• OLU demo
Metadata• Set all Upper Level Members in a Dense Dimension to Dynamic Calc• Optimize the order of the Outline
– Modified “Hourglass”
Designing an Outline for Optimized Query Times Designing an Outline for Optimized Calculation Times
– prioritize the data retrieval requirements of the users against the time needed to run calculations on the database.
– A possible workaround is initially to position the dimensions in the outline to optimize calculation. After you run the calculations, you can manually resequence the dimensions to optimize retrieval.
• Minimize number of dimension members – smart list option
Data• Optimize Data Load Files
• Order of Dimensions matter
• Sort Records
• Routinely de-fragment Hyperion Essbase databases
• Clear unnecessary/historical data
• Create a Historical application
• Consider Hyperion Essbase reporting database - ASO
• Aggregate Storage Option is the Hyperion Essbase database storage model
that supports large-scale, sparsely distributed data that is categorized into
many, potentially large dimensions. Selected data values are aggregated
and stored, typically with improvements in aggregation time.
Metadata and Data load optionsMetadata Load Tool For
Classic
For
EPMA
Outline Load utility X
Oracle Data Integrator (ODI)
Adapter for Planning
X
Data Load Tool For
Classic
For
EPMA
Outline Load utility X
Performance Management
Architect data
synchronization
X
Data Integration
Management (DIM)
Adapter for Planning
X
Performance Management
Architect flat files
X
Performance Management
Architect interface tables
X
Oracle Hyperion Financial Data
Quality Management
ERP Integration Adapter for
Oracle Applications
X X
synchronization
Essbase flat file load X X
Oracle Hyperion Financial Data
Quality Management
Adapter for Planning, Fusion
Edition (FDM)
X X
ERP Integrator X X
Web Forms• Dense Dimensions in Rows & Columns, Sparse Dimensions in Page/POV
• Scenarios, Versions and Years in Page
• Organize Forms in Folders
• Name Forms with a numbering scheme
• Consider “Suppress Missing Blocks” and “Suppress Missing Data” to help
grid performance
• Utilize form functions for
– Making a form Read-Only or Hidden
– Message for no data, Offline usage and Enable for smart slice
– Hide row/column with zeros/no data
– Enable Dynamically User Variables
– Cell level document, numeric data Cell, text data Cell, date data Cell
Web Forms• Use Calc on Save for Business Rules sparingly
– As an alternative use “Calc form on Opening”
• Use Suppress Hierarchy to reduce scrolling
• Utilize Menus/Task Lists to help guide Users through the planning process
• Limit the Number of “Menus” associated with each form• Limit the Number of “Menus” associated with each form
• Total number of rows returned on a Composite should be limited to the
max number of rows on a single form
Custom Menu• Right click menus that can be used to launch the following:
– Business Rules
– Context sensitive data forms
– URL
– Context sensitive Process Management– Context sensitive Process Management
• Defined under Administration menu – Manage Menus
– Establish menu hierarchy, similar to Task Lists (Add Child, Add Sibling)
– Add General Properties – Name, Label, Icon, Type, Required Dimension
– Add Menu Type Properties
• Varies by Business Rule, Data Form, URL, and Process Management
• Helps flow users through the Planning Process
Smart Lists• Business rules have been modified to support Smart Lists since 9.3
• Can call on Smart Lists in member formulas
• Create a list of like items that can be used as data values on data forms
• Defined under Administration menu
• Smart List can be used multiple times
• Can be used in place of dimensions in some cases
Reporting Templates• Planning Form Definition Report
• Planning Form Report
• Planning Provisioning Report
• Planning Unit Annotations Report• Planning Unit Annotations Report
• Planning Task List Report
Business Rules• Use Enhanced Calc Scripts for more complex rules
• Leverage Run-Time Prompts
– Run-on Save
– Use Members on the Form
– Hide Prompts– Hide Prompts
• Use Variables to reduce maintenance
– Global Variables, Local Variables or Substitution variables
• All rules must be assigned to a “Location”
• All rules must have Access “Privileges” assigned:
– Validate or Launch
– Modify rule repository objects
– Use “Projects” to reduce the amount of maintenance on Locations & Launch
privileges
Calculation Manager• Create business rules for Planning, HFM, HPCM and Essbase application in one
central place
• Design a rule in a graphical environment
– Support calculation ranges, conditions, scripts, loops
– Display the calculation flow in a graphical way–– Provide predefined templates for standard Planning calculations
– Allow custom templates definition
– Design and use variables and Run time prompts
• Copy or Share rules across Planning applications
• Share component across rules
• Organize the calculation library by objects or in a tree structure
• Deploy rule for launch in the EPM applications
• Migrated HBR rules & calc scripts into Graphical Calc Manager rules
• Control rule launch access rights
EPM Architect for Planning • Application Management
– Application Creation Wizard (new 11.1.1 feature)
– Duplicate Planning applications to Financial Applications
– Use EPMAFileGenerator utility to quickly create Dimensions & Applications
– Optimize EPMA relational databases size by deleting unnecessary transactions greatly improves responsetime (new 11.1.1 feature)
• Metadata & Data flow synchronizer
– Financial Applications metadata updates, Grid Editor, Import improvements
– Leverage new features – Copy, Share, Synchronize, Detach
– Synchronize data between applications (HP, HFM, Essbase, HPCM)
– Load data from external sources
• Others features
– Automate the complete metadata & data synchronization process
– Use folders to organize Applications and Metadata
– EPMA Batch client (Command-line mode & Scripting mode)
Outline Load Utility• Can be used to load Metadata for the dimensions:
– Account, Period, Year, Scenario, Version, Currency, Entity
– User-defined dimensions, Attributes, UDAs and Exchange Rates
• Can be used to load data• Can be used to load data
– Directly to Essbase
– Indirectly through data file and data load rule creation that can be run later
• Command Line or batch mode
User Provisioning• The name has changed because you “Provision” a user in one central place
for all products including:Planning EPM Architect/Calculation Manager
Business Rules Financial Reporting
Essbase Web Analysis
• Leverage Groups to assign access. The concept of “Roles” is now central.
• Hyperion Planning Roles are:Provisioning Manager Administrator
Manage Models Interactive User
Planner View User
Offline User Mass Allocation
Analytic Services Write Access Cube Creator (11.1.1)
User Provisioning• Global Shared Services Roles
– Dimension Editor for EPM Architect (Dimension Viewer, Interactive Editor)
– Planning Application Creator
– Calculation Manager Administrator
– LifeCycle Management Administrator– LifeCycle Management Administrator
• Segregation of Duties
– Provisioning Manager adds users and assigns them to groups
– Application Administrator assigns Groups to the hierarchy
Backup• Back up Everything. Items to backup:
– Essbase: “App” directory, which contains all objects (outlines, calc scripts,
etc.), and data for all applications and databases.
– css file (External Authentification file)
– PlanningSystemDB.properties file – PlanningSystemDB.properties file
– Relational databases for: Hyperion Business Rules, Financial Reporting, Web
Analysis, Hyperion Planning, Hyperion Shared Services, EAS, Hyperion
Workspace, EPMA, Calculation Manager.
– Hyperion Open LDAP
– Integration Plans