kscope12 getting started oracle hyperion smart view.6!28!12.final(1)
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KSCOPE12 Getting Started Oracle Hyperion Smart View.6!28!12.Final(1)TRANSCRIPT
#Kscope
Getting Started with
Oracle Hyperion Smart View
Chuck Persky
Director, Consulting Practice
Jonathan Etkin
Director, Consulting Practice
#Kscope
Speaker Information
Both Directors at Performance Architects
Each with 15+ years of experience in the EPM (Hyperion) space
Implemented dozens of budgeting/planning/reporting solutions
Proficient in Oracle Hyperion Planning, Hyperion Essbase and
related components
Chuck Persky
Jonathan Etkin
#Kscope
Performance Architects Overview
Facts and Figures
We were founded in 2006.
We are a boutique, fast-growing
Inc. 500/5000 company
headquartered in Boston, MA.
We are privately held.
Team
Our team offers a blend of technical, functional and
industry knowledge and the right amount of
professional consulting expertise
in the BI and EPM arenas.
We love our work.
We enjoy teaching what we know.
And we have fun doing our jobs!
Approach and Experience
Our current projects are in the EPM and BI areas.
We’re familiar with all of the major project
management methodologies.
We don’t mandate a specific approach, and instead
do what feels best for the client’s situation.
Relationships
We boast a 100% client reference-ability.
Our team has successfully completed
hundreds of projects over the years.
We maintain partnerships with
market-leading BI and EPM vendors.
Our Oracle practice is especially strong.
#Kscope
Our Oracle Expertise
We are an Oracle Platinum Partner with Specializations in the following products and industries: ● Hyperion Essbase
● Hyperion Planning
● Education & Research (Higher Education)
● Life Sciences
● Oracle Accelerate for Midsize Companies
Our team has continued hands-on project experience with every one of the Hyperion and OBIEE products since they were released!
100% of our consulting staff maintains Oracle certifications in one or more of the Oracle EPM (Hyperion) and BI (OBIEE) products
Our team is recognized as “thought-leading” in the Oracle community. We speak at and participate in the following events:
● Collaborate
● EPM Connection Point
● Higher Education User Group (HEUG) Alliance
● Kscope
● Oracle Application User’s Group (OAUG)
● OpenWorld
● Local HEUG and OAUG chapter events
Dunkin’ Brands and
Performance Architects were awarded
“Honorable Mention” for the BI / EPM
Fusion Middleware Innovation Award at
Oracle OpenWorld 2011!
#Kscope
Shameless Self-Promotion
We’re exhibiting at Booth 122
Performance Architects presentations include:
● Tuesday, June 26th, 11:30 – 12:30 PM, Cibolo Canyon 8/9: Getting Started with Oracle Hyperion
Smart View for Microsoft Office and Smart Slices
● Tuesday June 26th, 2:15 pm - 3:15 pm, Verbena/Periwinkle: The WHEN, WHY and HOW of Hyperion Workforce Planning
● Wednesday, June 27th, 8:30 – 9:30 AM:, Grand Oaks F: Architecting an Enterprise Business Intelligence Solution using OBIEE+ at an Ivy League University
● Wednesday, June 27th, 1:45 – 2:45 PM, Grand Oaks E: Enterprise-Wide Performance Management Using OBIEE, Essbase & DRM: Eaton Vance Case Study
● Wednesday, June 27th, 3:00 – 4:00 PM, Verbena/Periwinkle: Best Practices In Public Sector Compensation Planning
We’re recruiting project managers, senior consultants, consultants, associate consultants and field sales leads…come chat with us if you’re interested!
#Kscope
Agenda
What is Smart View?
● Why use Smart View?
● Technology and versions
Ad hoc analysis with Excel
● Case study
● Basic functionality
Smart View with Planning forms
Smart Slices
Integration with components of MS Office
What’s new in Smart View 11.1.2.2
#Kscope
Show of hands…
Who is here today and why?
Are you…
● New to the Hyperion tool set?
● A knowledgeable Hyperion user, but new to Smart View?
● Loyal “Excel Spreadsheet Add-In” user?
#Kscope
What is Smart View?
#Kscope
What is Smart View?
Smart View is a component of
Oracle Hyperion Foundation
Services
Smart View is an Oracle
Hyperion Add-in for the
Microsoft Office suite (Excel,
PowerPoint, Word, Outlook)
Smart View is an end user tool
that allows you to pull/query
data from an underlying
Essbase database
#Kscope
Why use it?
Smart View provides a
common and familiar
Microsoft Office interface,
designed specifically for
Oracle's EPM and BI
applications
Smart View allows you to
analyze and prepare data while
maintaining security from the
underlying databases
Feature functionality
#Kscope
Smart View vs. Excel Add-In
Excel Add-In
• Ad Hoc Analysis
Smart View
• Ad Hoc Analysis
• MS Office Integration
• Planning Forms
• Smart Slices
When it comes to EPM analytics…
● Are you a caveman, like Chuck?
● Are you a superman, like Jonathan?
#Kscope
Additional Motivation
Retirement of Excel Spreadsheet Client?
Really? Are these rumors?
● After of January 1, 2013, Oracle Essbase Spreadsheet Add-in will no longer be available for general distribution with new releases of Oracle Essbase
● Releases prior January 1, 2013 should be considered a terminal release for Essbase Spreadsheet Add-in and customers should make preparations to migrate to Oracle Hyperion Smart View for Office
Regardless of the ‘when’…
The Excel Add-In is due to be retired in the
near future.
#Kscope
The Oracle EPM “Stack”
#Kscope
Versions & Connectivity
How to Connect
Smart View Install
Credentials
Provider Services
URL
Smart View
Version
MS Office
Version
11.1.2.1 Office 2003
Office 2007 (32b)
11.1.2.2 Office 2003
Office 2007 (sp2)
Office 2010 (32b)
Office 2010 (64b)
Supported
Compatibility
Connectivity ● Client Installation
● Provisioned user account
● Provider services URL
#Kscope
Ad Hoc Analysis…
#Kscope
Bill doesn’t have any pre-existing reports built to access this
information, but he knows that Smart View is the best way to
find information via “ad hoc” access in Excel!
Bill is a Financial Analyst at a
reputable Boston based beverage
company
Bill wants to compare the monthly
‘cost of goods sold’ and ‘revenue’
for Q1 across each of his products
Case Study & Features
#Kscope
Bill creates an ad-hoc retrieval in Excel by following these steps…
Bill starts by opening an Ad-Hoc
retrieval in Smart View Excel
The ad hoc default grid contains
the period in the column and the
object in the row
The point-of-view dialog box
enables the user to select
additional dimensions
Case Study & Features
#Kscope
Next….
Dimensions can be expanded,
collapsed, kept, and removed
using menu options and “clicks”
Dimensions can be moved by
dragging dimensions from the
point-of-view to the Excel sheet
Dimensions can be selected from
the point-of-view and can be
applied to the entire sheet
#Kscope
Now, Bill compares the monthly cost of goods sold and revenue for Q1.
Case Study & Features
#Kscope
He realizes that one of the numbers doesn’t look correct!
Wow, that
doesn’t
look right!
Case Study & Features
#Kscope
Bill noted the discrepancy, and does some research to discover the
correct total cost of goods sold (it should have been $102,000
instead of $10,200!)
Bill submits the correct data back to Essbase
Case Study & Features
#Kscope
Smart View contains a “submit data function” (similar to
the “lock and send” function in the Excel Add-In)
Smart View also contains other ad hoc features…
(Pivot, Refresh All, Keep, Remove, Zoom)
Case Study & Features
#Kscope
Features: Display Options
#Kscope
Features: Ad Hoc Templates
After building a report, save the
report as an Excel document ● This allows you to use the same
dimensions in a report later on
● You can save additional copies to
further modify and create new reports
User security restricts the user
to only see the data that they
should see
#Kscope
Smart View with Planning Forms…
#Kscope
Essbase
Source Data
Planning
Dimensions
Planning Application
Input Forms Hyperion Financial
Reports Smart View
Workflow
An
aly
tica
l
Ap
plic
ations
User A
cce
ss
Business Rules
Web Analysis Dashboards
Hyperion Planning
#Kscope
Back with Bill….
Hyperion Planning is easily accessed in Excel using Smart View
Content accessed via Planning web forms is also available in
Microsoft Excel via Smart View
The overall functionality is the same as the web-based forms
(update data, save data, calculate, aggregate)
Excel Web Forms allow for ease and flexibility
Copy and paste options are available
Saves and opens just like an Excel file
#Kscope
Back with Bill….
Bill wants to help the Marketing team use Hyperion Planning
Recently, the marketing team was
asked to forecast costs in Hyperion
Planning
The team was resistant to the
unfamiliar environment of Planning,
but Bill knows that their marketing
team is very comfortable utilizing
Excel – so he decides to show them
Planning through Smart View/Excel
#Kscope
Back with Bill…. Opening Forms in Excel
#Kscope
Back with Bill…. Updating data in Excel
#Kscope
Back with Bill…. Updating data in Excel
#Kscope
You can use Excel tabs to open multiple forms and keep all forms together in a single workbook
If you use Smart View ad-hoc, you can have a report on one worksheet and a web form on a second sheet
Tips with Smart View in Excel
#Kscope
Smart Slices
#Kscope
Bill wants to create a reusable subset of data. Specifically, Bill wants to…
Access the ‘cost of goods sold’ and ‘revenue’
from his prior ad-hoc retrieval
Select different scenarios and markets, without
having to recreate the grid
Allow others to be able to access the same data
Bill knows that “Smart Slices” are the answer!
Back with Bill…. Smart Slices
#Kscope
What are Smart Slices
Smart Slices create specific data “views” that are saved
on the server
They restrict users to a subset of the available data
#Kscope
Creating a Smart Slice
Create a Smart
Slice
#Kscope
Creating a Smart Slice continued…
Create the grid
Specify your
dimensions here.
#Kscope
Saving Smart Slices
Now save your Smart
Slice to the server.
#Kscope
Additional Smart Slice Features
Smart Slice ‘Report Designer’
allows you to create charts,
sliders, and graphical
representations of the data
Smart Slices are created and
available like all other data
sources
Data security is carried through
Smart Slices
#Kscope
Other MS Office Components
#Kscope
Back with Bill….Microsoft PowerPoint
You guessed it… Bill wants to use the results from his earlier ad-hoc retrieval in a PowerPoint presentation for his manager
He wants to create charts and graphs
based on the ad-hoc retrieval results
He wants to be able to access this
PowerPoint each quarter for each
market, and to update the data
accordingly
#Kscope
Smart View with PowerPoint
#Kscope
Smart View with PowerPoint
#Kscope
Smart View with PowerPoint
#Kscope
Smart View with PowerPoint
#Kscope
Smart View with PowerPoint
#Kscope
Smart View with MS Word
#Kscope
Smart View with Outlook Task Lists
#Kscope
New Features in 11.1.2.2
#Kscope
New Features in 11.1.2.2
Support for Microsoft Office 2010 64bit
New product extensions: ● Oracle Hyperion Strategic Finance (HSF)
● Predictive Planning Module
New VBA functions
Logging levels (performance impact)
Cell history
Master composite form
Attachment of multiple comments/documents to data cells
Customized confirmation messages
#Kscope
Questions?
#Kscope
Keep in Touch…
● Chuck Persky [email protected]
Keep in Touch!
YouTube HowTo Channel http://www.youtube.com/user/
PerformanceArchHowTo
Twitter @PerfArchitects
http://www.facebook.com/ PerformanceArchitects
Learning Center
(for archived webinar and presentation materials)
http://www.performancearchitects.com/ learning_center
● Jonathan Etkin [email protected]