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The Hackett Group

The 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





Advanced EPM Workshops
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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 Features
Agenda
Appendix
Planning with ASO
New Features in 11.1.2.3
Task Lists
Loading Metadata and Data
Core New Features
Release Information
Module Enhancements
New Features in 11.1.2.2
New Features in 11.1.2.1


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2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
The Hackett Group
The ONLY Partner you can go to for Total EPM
What best practices should I
consider to be more efficient
and 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 to
World Class Organizations and
peers?

What are the trends and best
practices to consider in the
marketplace?


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2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
The Hackett Group EPM 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 Cruises 10 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



Advanced EPM Workshops
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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 Features
Agenda
Planning with ASO
Appendix
New Features in 11.1.2.3
Task Lists
Loading Metadata and Data
Core New Features
Release Information
Module Enhancements
New Features in 11.1.2.2
New Features in 11.1.2.1


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2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Hyperion Planning 11.1.2.3
ASO 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 11.1.2.3
ASO 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 11.1.2.3
Licensing 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 Suite
components.





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Hyperion Planning 11.1.2.3
BSO 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



Advanced EPM Workshops
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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 Features
Agenda
Task Lists
Appendix
New Features in 11.1.2.3
Loading Metadata and Data
Core New Features
Release Information
Module Enhancements
New Features in 11.1.2.2
New Features in 11.1.2.1
Planning with ASO


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Hyperion Planning 11.1.2.3
Task 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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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 Features
Agenda
Loading Metadata and Data
Appendix
New Features in 11.1.2.3
Core New Features
Release Information
Module Enhancements
New Features in 11.1.2.2
New Features in 11.1.2.1
Planning with ASO
Task Lists


Advanced EPM Workshops
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2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Hyperion Planning 11.1.2.3
Add 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 11.1.2.3
Add and Update Dimensions and Members from Smart View (cont.)


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


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

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



Hyperion Planning 11.1.2.3
Relational Import / Export Metadata/Data


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Newly added
Project

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 11.1.2.3
Dynamic Modeling On The Fly


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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 Features
Agenda
Core New Features
Appendix
New Features in 11.1.2.3
Release Information
Module Enhancements
New Features in 11.1.2.2
New Features in 11.1.2.1
Planning with ASO
Task Lists
Loading Metadata and Data


Advanced EPM Workshops
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2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Hyperion Planning 11.1.2.3
Core 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 11.1.2.3
Calc 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 11.1.2.3
Log File Analysis Utility & Report
Xxx
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 Context
Identifier) to trace the flow of logs
across multiple files.
Accepts parameters for restricting
results
Can be run against live log files or
offline copies



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Hyperion Planning 11.1.2.3
Enhanced Deployment Report

Completing Services, Ports, Data
Folders
Location of FMW Homes and Instance
Homes
Additional info on size and usernames



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Hyperion Planning 11.1.2.3
Rapid Deployment Wizard

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


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Hyperion Planning 11.1.2.3
Diagnostic Logging
LoggingType Description
INCIDENT_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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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 Features
Agenda
Module Enhancements
Appendix
New Features in 11.1.2.3
Release Information
New Features in 11.1.2.2
New Features in 11.1.2.1
Planning with ASO
Task Lists
Loading Metadata and Data
Core New Features


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Hyperion Planning 11.1.2.3
Workforce 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 11.1.2.3
Workforce 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 11.1.2.3
Capital 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 11.1.2.3
Project 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 11.1.2.3
Hyperion 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 11.1.2.3
Public Sector

Recurring Budgets
Revisions & Adjustments
Decision Package Reports





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Hyperion Planning New Features
Agenda
Release Information
Appendix
New Features in 11.1.2.3
New Features in 11.1.2.2
New Features in 11.1.2.1
Planning with ASO
Task Lists
Loading Metadata and Data
Core New Features
Module Enhancements


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Hyperion Planning 11.1.2.3
Information 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 Media LinkedIn, Twitter, Facebook, Google+
Mobile Content
http://docs.oracle.com/cd/E17236_01/nav/portal_1.htm





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Hyperion Planning 11.1.2.3
Platform 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 11.1.2.3
New 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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Copyright 2010, Oracle and/or its affiliates. All rights reserved.


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

dsunde@thehackettgroup.com

(818) 602-6052







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Advanced EPM Workshops
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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 Features
Agenda
Appendix
Planning with ASO
New Features in 11.1.2.3
Task Lists
Loading Metadata and Data
Core New Features
Release Information
Module Enhancements
New Features in 11.1.2.2
New Features in 11.1.2.1


Advanced EPM Workshops
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Hyperion Essbase 11.1.2.x
Core 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


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Hyperion Planning 11.1.2.1
Core 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


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Hyperion Planning 11.1.2.1
Conditional Formatting


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Hyperion Planning 11.1.2.1
Smart 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



Advanced EPM Workshops
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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 Features
Agenda
Appendix
Planning with ASO
New Features in 11.1.2.3
Task Lists
Loading Metadata and Data
Core New Features
Release Information
Module Enhancements
New Features in 11.1.2.1
New Features in 11.1.2.2


Advanced EPM Workshops
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Hyperion Planning 11.1.2.2
Role-Based Navigation
Role Based display of navigation options (accordions)
End User Accordions:
No longer use Advanced and Basic Modes



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Hyperion Planning 11.1.2.2
Role-Based Navigation (cont)
Role Based display of navigation options (accordions)
End User Accordions:
No longer use Advanced and Basic Modes



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Hyperion Planning 11.1.2.2
Role-Based Navigation (cont.)
Admin Accordions:



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Hyperion Planning 11.1.2.2
Display 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 11.1.2.2
Bread Crumb Navigation
Forms with right-click menu navigation to other forms display a navigation trail


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Hyperion Planning 11.1.2.2
Search & 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 11.1.2.2
Interactive Task Lists
Selecting the Task List shows the Task List Status page:



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Hyperion Planning 11.1.2.2
Master-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 11.1.2.2
Master-Detail Composite Web Forms Definition


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Hyperion Planning 11.1.2.2
Graphs 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 the
base form
definition




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Hyperion Planning 11.1.2.2
Rolling 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 11.1.2.2
Rolling Forecast Setup
Budget Administrator User Interface


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Hyperion Planning 11.1.2.2
Define 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 11.1.2.2
All 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 11.1.2.2
Cell Comments - Formatting
Text formatting can be applied to comments



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Hyperion Planning 11.1.2.2
Multiple 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 11.1.2.2
Attach Multiple Documents to a Cell


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Hyperion Planning 11.1.2.2
Configurable 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 11.1.2.2
Graphical Promotion Path
Images can be added in the promotion path display


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Hyperion Planning 11.1.2.2
Support for Approvals by Group
Shared service groups can be assigned as owners of Planning units


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Hyperion Planning 11.1.2.2
Cell 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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Hyperion Planning 11.1.2.2
Grid Diagnostics
Administrators can track the performance of form grids from within the application






Advanced EPM Workshops
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2013 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Hyperion Planning 11.1.2.2
Bi-Directional Language Support