What’s New in Oracle Hyperion Planning 11.1 · About interRel Reigning Oracle Award winner EPM...

What’s New in

Oracle Hyperion Planning 11.1.2

Edward Roske

eroske@interrel.com

BLOG: LookSmarter.blogspot.com

WEBSITE: www.interrel.com

TWITTER: Eroske

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About interRel

Reigning Oracle Award winner

EPM & BI Solution of the year

Three Oracle ACE Directors for

Hyperion

Oracle Platinum Partner

One of the 100 fastest growing

tech companies in the USA

(CRN Magazine, 2007-2010)

Authors of the 8 Best Selling

books on Hyperion & Essbase

Essbase Studio book to be

released April 11, 2011

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Disclaimer

These slides represent the work and opinions of

the presenter and do not constitute official

positions of Oracle or any other organization.

This material has not been peer reviewed and is

presented here with the permission of the

presenter.

This material should not be reproduced without the

written permission of interRel Consulting.

Top 10 Reasons Why You

Can’t Wait for 11.1.2

1. Drag and Drop Form Designer

2. Adhoc over the web

3. Sort and filter in data forms

4. ASO Reporting Cubes Integration

5. Enhanced Process Management

6. Validation rules

7. Formulas in data forms

8. Smart View Outlook Tasks

9. Full Planning functionality in Smart View Excel

10. Robust Planning Member Selector

50,000 Ft. View – 11.1.2 Release

End User Experience

Data Form Design

ASO Integration

Smart View

Process Management

and Data Validation

Empower End Users with New Features

Common Workspace

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Easy to Use, Context Sensitive Right

Click Options

Pre-built right click menus provided like Sort and

Filter

You can add your own custom menu items to

link to other data forms, business rules, etc.

Adhoc Analysis within a Data Form

Pivot

Zoom in and out

Keep only / Remove only

Data Form Designer

Data Form Design Editor

Combined data form and composite grids

New interface – grid/layout

Improved member search capabilities

Improved member selection capabilities

Data Validations

Grid, row, column or cell level

Tied to a form

Content properties displayed in right panel (like FR)

Formula rows or columns can be added; added as a separate

segment

Can add validations to formula rows and columns

Live preview (tab removed)

Save keeps you in form designer; Finish takes you out of designer

(implicit save)

Layout

All in one layout view

Properties displayed to the side based on

selected section

Multiple Rows and/or Columns

Replaces the “segments” from earlier versions

Now you can use multiple rows and columns with

different properties

Read vs. write

Rows or columns used in calculations

Hidden rows or columns

Adding separators

Member Selection

Column Properties

Display Properties

Member Selection

Search

Member

selection

functions

Filter by

Attribute

Filter by

Generation or

Level

Place selection

in separate

columns or

rows

Formulas in Rows

Much like Financial Reporting

Formula rows to create blank rows

Validation rules on formula rows and columns possible

Validations

Data Validation

Validation rule is tied to a data form

Copy and paste validation rules

Defined at grid, row/column and/or cell level

Precedence for multiple validation rules

Validation Rule Creation

Validation Rule Result

Traffic lighting only

Doesn’t prevent the user from saving data*

*Workflow is the way to “catch” this

Use validation rules to show valid data intersections

Other Options

Business Rules

Combined Data Form Definition for

Simple/Composite Forms

Data Form Designer – Composite Forms

Now included in Data Form Designer

Global shared dimensions and/or section shared dimensions –

you control how you want page and povs to share within the

composite

Define Layout for Composite

New - Display as Tabs

Open tabs as different worksheets in a workbook in SV

New Planning Web Administration Features

Custom Menus Enhancements

Required Dimension

Only valid if

dimension exists on

form

Will pass to action

New option “Data

Value”

Dimension Editor

Global property in Dimension Editor to define whether

you want to see Alias or Member for a dimension

Used throughout Planning

User can change in member selection and it will “stick”

ASO Integration

Built in Integration Capabilities –

Planning to ASO

Map Planning data to ASO application

Map Smart Lists to Dimensions in ASO application

Benefit

ASO Benefits (many dimensions, members)

Easy way to integrate data (no partitions required)

Report on Smart Lists (subtotal, “text” displays)

Process

Planning application exists

ASO application exists

Create mapping

Push or Clear and Push Data

Consideration

No automation (yet)

Create a Mapping – Step 1

Create a Mapping – Step 2

Map source dimensions to reporting dimensions

Available options – Not Linked, Dimension to Dimension or Smart List to

Dimension

Create a Mapping – Step 3

Push Data

Consider Clear and Push (don’t want to duplicate data)

Behind the scenes, calc script export to get the data

Logical clear for ASO database

Load to an ASO slice

Check Job Console for Results

Available for Reporting and Analysis

Sync ASO Members to Smart List

You can sync members from ASO to Smart List values

Smart View

Smart View and Planning

Data Validation / Traffic Lighting

Task List in Outlook

Task List in Excel

Composite Forms

Process Management/Workflow

Dynamic User Variables

User Preference Setting

Copy Version

Job Console

Task List Reports

Context Sensitive Right Click Menus on Forms

Document Attachment for Data Cells and Process Management

Cell Level Launch Menus

Task List Integration in Excel

Task List Integration in Excel

Task List view

Context sensitive right click menus

and execution steps

Task list status

New Module Specific Ribbons

New Connection Manager

Task List Outlook Integration

Task List Outlook Integration

Mark Complete, Execute

Due dates, status

Use Outlook functionality to help you plan!

Process Management

What’s New in Process Management?

Increased granularity of Planning Unit

Planning Unit = Entity + one dimension (Program, Project, Account)

Different process management organization for budget, forecast and then by version (basically granularity can differ by version and

scenario)

Guidance in promotional path

Support in Matrix organizations

By project by entity

By product by market

Process management rules can dynamically change promotion

path based on criteria

Validation report to correct data issues that do not meet “rules”

requirements

Shows you where to go to fix data

Creates an on-the-fly task list with forms that have invalid data

Benefits

Support simple to complex submission processes

Flexible, tailored process management for your

application

Higher accountability

Faster, simpler plan submission

Automatic ownership calculation

Data based process rules

Better quality submissions

Custom Process Management dashboards

Won’t be delivered but is possible – promotional paths stored in

relational table

Process Management Setup

Create a Process Management Hierarchy

Process Management Setup

Set up approvals by entity by account for one entity

Promotional Path

Shows user how their entity rolls up

Assign Owners, Reviewers, etc.

Scenario and Version Assignment

Begin The Process

Start Planning Units

Change status to “Originate” – push out the ownership

structure

Originate the Ownership

Prasad’s View

Prasad’s Data Entry

Can only enter data for the valid Planning Unit Hierarchy

intersections

Prasad’s Promotion

Multi-select

Automatic next owner (follows promotion path

assignments)

Did You Know You Can Filter by Other

Columns?

Add additional filters based on other columns

Can nest and layer filters

What is Location?

Where the unit is in the promotional path

This is the information that is used for building dashboards

Nick is Now the Owner

Prasad Can Now Read Only

Nick Can Reject <Automatic>

Send Planning unit hierarchy member back one step in

the assigned promotion process

Now Prasad has ownership again

Prasad Now Has Ownership after Rejection

Delegate/Out of Office Assistant

If someone promotes to Sandy and she has turned on Out of Office,

the Planning unit hierarchy member(s) will be automatically routed

to the next person in line

What’s New in 11.1.2 – Process Management

Rules

Process Management Rules

Add a Row Formula

Checking the ratio of Expenses for Total Programs to Expenses for

Education for Total Programs

Add Validation Rule

Multiple Rules Available for Single Cell

Validation Rules and Dynamic Promotion Path

Do not promote

Update Promotion path

Before moving to selected Entity

Send to selected person as Owner, Reviewer, Notify

Sender/Receiver messages

So if Plan doesn’t pass validation…

No promotion …

Click on the Failed: Invalid Data link and you are taken

to…

On-the-Fly Task List to Fix Issue

For the entity, a task list is generated on the fly to help

you fix all invalid plans

So if Plan doesn’t pass validation…

Dynamic

promotional

path

Alternate

reviewers/owne

rs

Top 10 Reasons Why You Can’t Wait for

11.1.2

1. Drag and Drop Form Designer

2. Adhoc over the web

3. Sort and filter in data forms

4. ASO Reporting Cubes Integration

5. Enhanced Process Management

6. Validation rules

7. Formulas in data forms

8. Smart View Outlook Tasks

9. Full Planning functionality in Smart View Excel

10. Robust Planning Member Selector

Intro to Public Sector Budgeting

Common Challenges

Accountability

important

Levels of review

Regulatory oversight

Resource, time

intensive

Complex – Programs,

committees, agencies

The Solution - PSB

Packaged application for

public sector organizations

using Planning

Support management of

complex budget processes

Budget books

Position budgeting

capabilities

Integration with ERP

sources (ERPI) to load

data as well as drill back

Leverage all of the

Planning 11.1.2 features

Accelerate Position & Employee

Budgeting

Out of the box

configurable /

expandable position

and employee expense

budgeting

Project and evaluate

impact of employee

compensation and

benefits

Forecast impact of new

positions, workforce

reductions, and contract

proposals

Integrate with ERP

Improved Budget Administration

Budget initialization

(Default rules for

missing data, Future

dated step increases, Parameterized

modifications)

Setup decision &

service packages

Perform revisions

Support for Position,

Employee or Position

& Employee planning

Guided task flows

Defaults for costing,

salary, position,

Salary and non salary

Process management

& validation

Full integration with MS Office

What’s New?

Enterprise Performance Management (EPM) System

Cumulative Feature Overview Tool

The CFO Tool is interactive and offers customers a simple way to

determine the new features between releases

This first version covers Oracle Hyperion Enterprise Performance

Management System Release 9.3.1 through Release 11.1.2

The tool is available on the My Oracle Support site via this link:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.js

px?id=1092114.1.

There is also a 7-min. recorded demo that shows how to use the

tool. Here’s the link to the

recording: http://docwiki.us.oracle.com/wiki/CFO_Tool_Demo

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Keeping up with the EPM Documentation

Follow On Twitter

You can follow EPM Documentation info on Twitter

here: HyperionEPMInfo

Follow On Facebook

You can follow EPM Documentation info on Facebook

here: Hyperion EPM Info

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Thank You!!

Tracy McMullen

tmcmullen@interrel.com

WEBSITE: www.interrel.com