the best of hyperion 5 challenges 5 solutions

8/12/2019 The Best of Hyperion 5 Challenges 5 Solutions

1/22

2

The Best of Hyperion 11.1.2.3Five Challenges, Five Solutions

Presented by Craig Kee


2/22

3

Introductions

Hyperion 11.1.2.3 Enhancement Summary

ASO Planning Type FR Mobile Access Smart View Enhancements DRM Meta Data Governance New Log Analysis Tool Q&AQuestions submitted throughout the presentation via the WebEx Chat Box will be

addressed at the end of the session.

Welcome! Presentation Agenda


3/22

4

US-Analytics is an industry leading professional services firm

focused on helping clients successfully establish and maintain

long term Analytics and Enterprise Performance Management

applications and programs.

Program Strategy Analytics and Performance Management Processes/

Applications

Operational Infrastructure Managed Services and HostingFor over a decade, market leading companies have trusted US-

Analytics to solve complex business problems, drive managerial

excellence, and deliver operational agility.

Learn more at:

www.us-analytics.com

About US-Analytics


4/22

5

Our team of CPAs, MBAs, IT, productandprocess-certified

professionals, with hundreds of customer projects, can meet

your needs at anytime during your companys project/program

lifecycle:

Roadmap & Strategy Assistance Application & Process Deployment Migration & Upgrades EPM Assessments & Health Checks Training EPM Managed Services & Hosting

US-Analytics EPM Practice


5/22

6

First 10 years at Texas Instruments. Led team that evaluated,selected and implemented the first multi dimensional

application (Essbase capacity planning models) at TI.

Enjoyed Enterprise Performance Management so much Imoved to consulting to focus full time on this specialty.

16 + years consulting experience focused on Oracle andrelated tool implementations across multiple consulting firms

Craig Kee


6/22

7

Planning

Over 15 Key Enhancements ASO Cube Support Custom Plan Types & Dimensions Dynamic Modeling Project Financial Planning Public Sector Enhancements New Workforce/Capex FeaturesHPCM

Over 5 Enhancements Calc rules for detailed profitability Smartview integration

Hyperion EPM 11.1.2.3 Enhancement Summary


7/22

8

Hyperion EPM 11.1.2.3 Enhancement Summary

Financial Reports

Support MobilityHyperion Financial Management

(HFM)

Add/Enhance 13 Features Support Tax Provisioning Data Form and Grid POV

Controls

Metadata Load Audit Smart View integration

enhancements


8/22

9

Disclosure Management

Improved formatting for financialreporting with SV/FR DocumentManagement

DRM

More than 6 Key Enhancements Meta Data Governance Dynamic ScriptingFinancial Close

Automation Support for MultipleFinance Applications

Hyperion EPM 11.1.2.3 Enhancement Summary (continued)


9/22

10

Calculation Manager

Over 20 enhancements Searching and Replacing StringsAnalyze Script for Performance Compare Scripts Dynamically Create MembersEssbase

Over 9 Key enhancements Smart View Hierarchy Maintenance Run Time Substitution Variables 8 Calculation Enhancements MAXL Grammar Updates Log Analysis Tool

Hyperion EPM 11.1.2.3 Enhancement Summary (continued)


10/22

11

Top 5 Features

1. ASO Planning Type2. FR Mobile Access3. Smart View Enhancements4. DRM Meta Data Governance5. New Log Analysis Tool

Best of Hyperion 11.1.2.3


11/22

12

Top 5 Features

1. ASO Planning Type

2. FR Mobile Access3. Smart View Enhancements4. DRM Meta Data Governance5. New Log Analysis Tool


Larger planning applications withmore granular data sets

Write back to level-zero data Level-zero changes immediately

reflected at all upper levels

Faster aggregation oncomposite forms

Bring planning and reportingcloser together


12/22

13

ASO Planning type for planning with more granular data sets.

1. ASO Planning Type

Key Business Benefits Plan and report at greater levels

of detail (i.e. Category or SKU)

Significant support foroperational planning needs

Improved cycle time Impact: More detailed data,

more often


13/22

14

Top 5 Features

1. ASO Planning Type2. FR Mobile Access

3. Smart View Enhancements4. DRM Meta Data Governance5. New Log Analysis Tool


Mobile Interface certified on iOSand Android platforms

Apple iOS5 & 6 and Android3.x & 4.x supported

Supports viewing in PDFformat

No special apps are needed


14/22

15

Mobile Interface certified on iOS and Android platforms.

2. FR Mobile Access

Key Business Benefits Mobile access to important

financial data

Optimally formatted, pixel-perfect technology

Provide key reports toexecutives on the move

One mobile reporting toolprovides access to multipleEPM tools

!! #$ %&'(%) (* +,-. !!


15/22

16

Top 5 Features

1. ASO Planning Type2. FR Mobile Access3. Smart View Enhancements

4. DRM Meta Data Governance5. New Log Analysis Tool


Enable Smart View acrossmultiple Hyperion applications --

in one deployment Data forms/grids support

dynamic POV member lists

Add connectivity to HPCM,HFM

Connectivity to OBIEE Import existing hierarchy/meta

data

Move, add, delete members inhierarchy

Load to Essbase from SmartView


16/22

17

Enable and access Smart View across multiple Hyperion

applications -- in one deployment.

3. Smart View Enhancements

Key Business BenefitsImproved usability makes thistool the ad-hoc tool of choice

Access to any tool in the OBIEEor EPM suite provides highly

connected analysisIT team can deploy one analysistool


17/22

18

UseMetadata Management in Smart View to reduce the need

for users to access workspace.

3. Smart View Metadata Management

Key Business BenefitsMaintain Hierarchy in Excel andupdate/rebuild cubes without IT.

Good for short term, businessdriven hierarchy management.

Will make any changes to thehierarchy very straight forward.

An easy, comfortable place forthese users to operate .


18/22

19

Top 5 Features

1. ASO Planning Type2. FR Mobile Access3. Smart View Enhancements4. DRM Meta Data Governance

5. New Log Analysis Tool


Add work flow capabilities to

the DRM toolset to provide

data stewards with a

repeatable process for entry,

validation, and approval

Workflow models to controluser tasks, stages of workflow

and Workflow requests to initiate

changes or corrections

Provides central location forinteracting with changes

Alerts and notifications Workflow tags for due dates


19/22

20

Use DRMs governance capabilities to centralize and automate

the requests for changes to metadata and hierarchies.

4. DRM Data Governance

Key Business Benefits

Tool automates manuallyintensive business process

One location to request,manage and implementchanges

Manage requests for anyDRM managed metadata(ERP, EPM, etc.)

, . .

Governance Work ListRequest Inbox - Responsible, Accountable, Contributing, Informed

Work queue of all requestssubmitted, claimed,

assigned or notified upon

Browse existing

hierarchies before you

submit a request

Predefined filters to quicklyaccess a request of your choice

Preview

request

details below

for a selected

item in yourwork list

Drill into alerts

and

notifications

Determine if request

is urgent or overdue


20/22

21

Top 5 Features

1. ASO Planning Type2. FR Mobile Access3. Smart View Enhancements4. DRM Meta Data Governance5. New Log Analysis Tool


New Log Analysis tool, a

command utility that quickly

identifies problems by

analyzing log files

More detailed transactioncapture in log files

Log Analysis can scan all theEPM logs (active or archive)


21/22

22

NewLog Analysis tool, a command utility that quickly identifies

problems by analyzing log files.

5. New Log Analysis Tool

Key Business BenefitsAccess to more log file data toprovide clear insight into issues

Provides the means to moreintelligently communicate with

Oracle Support


22/22

23

Craig Kee

US-Analytics

214.630.0081 x1727

[email protected]

Questions?

Register for more Best of webinars at:

us-analytics.com/eventsTopics: Infrastructure, Planning, HFM, BIFS, and Tools

Next: Thursday, May 23rd, 12:00pm CST

Best of Hyperion 11.1.2.3 - Infrastructure

the best of hyperion 5 challenges 5 solutions

Documents