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Oracle EPM Product Strategy UpdateOracle Fusion Middleware Gartner Summit
What’s New and What’s Coming:Oracle Hyperion Financial ManagementOracle Hyperion Financial Data Quality Management Eric Davidson
Principal Product Manager, Oracle
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Oracle Performance Management Applications Strategic Products
DOMAIN PRODUCTS
Strategic Planning Hyperion Performance Scorecard
Hyperion Strategic Finance
Oracle Crystal Ball
Planning & Budgeting
Hyperion Planning
Hyperion Workforce Planning
Hyperion Capital Asset Planning
Oracle Integrated Operational Planning
Financial Close Management
Hyperion Financial Management
Hyperion Financial Data Quality Management
Cost and Profitability Management
Oracle Hyperion Profitability and Cost Management, (July 2008)
PeopleSoft Activity Based Management
Oracle EBS Profitability Management
Oracle OFSA
Oracle Hyperion Financial Management Accelerates Reporting Cycles and Reduces Costs of Compliance
• Patented financial consolidation and reporting features
• Complete audit trails, workflow and validations
• “Smart Dimensionality” • Flexible “what if” scenario
management features• Powerful, reporting and analysis
tools• Full integration with ERP and
other transaction systems • Easy to customize and extend• Web-architected
Consolidations Product Roadmap – Major Themes
1. Deeper Integration with ERP Systems (FDM)
2. Reducing Cost of Compliance
3. Enhancing Ease of Use and Core Features
4. Leverage today’s Most Advanced Technology
Reducing Cost of Compliance
• 11.1.1 Release• Lifecycle Management• Calculation Manager• EPM Architect
• New Local and Shared Dimensions • New Application Design Wizard• Expanded product support – Profitability Management• Backward compatible with 9.3.1 financial applications• Improved performance across the board
A Lifecycle Management
feature for moving test to
production
A Lifecycle Management
feature for moving test to
production
Lifecycle Management
Calculation Manager
• Calc Manager Screenshot
A Graphical Rules
Builder for HFM,
Planning, and Essbase
A Graphical Rules
Builder for HFM,
Planning, and Essbase
Reducing Cost of Compliance
• Future
• Oracle Enterprise Manager allows system wide monitoring of the your entire Financial Management environment
• Continuing to invest in Calculation Manager
• Pursuing new monitoring capabilities that will enable greater visibility into the accounting close process
• Exploring new reporting features which will assist in the creation of regulatory reports – systematic approach to the development of various reporting documents
Enhancing Ease of Use and Core Features
• 11.1.1 Release – Now Available• Enhanced analytics capabilities with improved Extended Analytics
performance and new Flat File extract option
• Expanded Localization support – new language support for Danish, Italian, Swedish, & Traditional Chinese
• Common Installer
HFM 11.1.1Equity Pickup
• An accounting technique that reevaluates the investments owned by a holding company
• The technique adjusts the investments in the company’s balance sheet to reflect the current value of the corresponding share in the equity of the subsidiary
HFM 11.1.1: Formatted Hyperion Financial Management System Reports with Oracle BI Publisher
• Oracle BI Publisher report templates enable users to format Financial Management system reports
• The report templates offer new print options, including PDF, RTF, HTML, and XLS
Enhancing Ease of Use and Core Features
• Future• New reporting capabilities within Smart View – Smart Slice and Report
Designer support
• Enabling better insight into the consolidation adjustments with better journal recording and greater flexibility in adjustment reporting
• New analytical capabilities which will provide greater insight into how reported results are being impacted by FX and Organizational movements
• Expanding the analytical reporting options with configurable dimensionality
• Improving Intercompany matching capabilities at multiple levels within the organization
Leverage today’s Most Advanced technology
• 11.1.1 Release• 64 bit support – (Intel Xeons and AMD Opterons)
• Improved memory management for large applications
• Continue Oracle RDBMS Optimization
• Financial Reporting and Web Analysis Enhancements
• Future• Expanding the platform support of the web tier
• Configurable database storage improving backup and restore procedures
• Support for Oracle Business Intelligence Reporting Tools
Oracle Hyperion Financial ReportingNew Annotations & Threaded Dialogs
Oracle Hyperion Financial ReportingExternal Content in Financial Reporting Books
• In addition to reports, you can insert third-party documents into books.
• Supports • Microsoft Word (DOC and RTF)• Microsoft Excel (XLS)• Microsoft PowerPoint (PPT and PPS)• Adobe Acrobat (PDF)• Text files (TXT)
Future: Hyperion Financial Management as source for Oracle Business Intelligence (OBIEE)
Files ExcelXML
OLTP & ODSSystems
Common Enterprise Information Model
BI Server
Data WarehouseData Mart
+
For OBI Customers
• Seamlessly access financial data stored and managed in HFM
• Supported features include: metadata discovery & import | query generation | gateway access.
• HFM data participates in Common Enterprise Information Model
For HFM Customers
• Access to dashboards, ad-hoc query, reporting & analysis capabilities
• Leverage BI Server’s federation capabilities to analyze financial & operational data
Ad hoc Analysis
Interactive Dashboards
Reporting &Publishing
ProactiveDetectionand Alerts
MS Office& Outlook
HFM & Hyperion Planning
InsightPerformance
Action
SetGoals
Plan
Monitor
Analyze
Report
Align
<Insert Picture Here>
Financial Data Quality Management
Financial Data Quality Differentiated
• Financial data quality management is a business issue, and is defined as the practice by which companies can effectively and consistently combine the following four factors:• Financial data collection and transformation
• Repeatable financial processes
• Internal controls
• Audit trails
• Oracle Hyperion Financial Data Quality Management (FDM): • Increases user confidence in their data
• Lowers their cost of compliance by eliminating data integrity risks associated with collecting, mapping, validating, and moving critical financial data from across the enterprise
FDM Server
•Data cleansing and transformation•Data Staging•Advanced data mapping•Task scheduling•Text and document archive•Audit review•Compliance •Reporting
Oracle EBS
TaxFiling
Guided Workflow User Interface
Oracle Hyperion
FDM Architecture
•ERP files•Flat files•XLS•CSV•Etc….
•Database•DataMart•DataWH
Custom•Database•DataMart•DataW/H
EPM Adapters
•Prepackaged integration•Data loading including supplemental data, line item detail, journals, drill-back•Dimensional mapping verification •Process management
Hyperion
•Financial Management•Planning•Essbase•Enterprise
ImportData Flow
Validate Export/Check
100% Audit trail
TaxStream
Hyperion Financial ManagementHyperion PlanningOracle Essbase
Oracle EBS Account Balances Page
Hyperion FDM
Drill-through to General LedgerInsight into Action in a Single System
Linking Hyperion EPM to Oracle E-Business Suite
• Simple adapter configuration to source Oracle EBS data
• Adapter stores additional attributes in FDM to enable drill-back process
• Archives snapshot of Oracle EBS data upon import• Allows drill-back from supported Hyperion EPM
applications to both snapshot and Oracle EBS Account Balances page
Step 1: Open HFM grid/form in Workspace
Step 2: Right-click, Audit Intersection
Step 3: FDM Intersection Opens
Step 4: Click Amount for Source Accounts
Step 5: Select Source Account Amount
Step 6: EBS landing page opens
Option to Drill to Source Document
Drill-back from Planning
Drill-back from Essbase
• Essbase drill through is performed through a Smart View Excel spreadsheet
• The drill-through report has been established in Essbase Studio
Graphical Timeline
Other Recent Generally Available Updates
• User authentication through Hyperion Shared Services
• Common EPM installer
<Insert Picture Here>
Roadmap
Financial Data Quality Management Roadmap
• ERP integration and drill-back• SAP R/3
• PeopleSoft
• Fusion
• JDE
• Oracle Hyperion Strategic Finance target adapter and drill-back• Drill-back from these applications to FDM:
• Smart View (expanded)
• Financial Reports
• Hyperion Enterprise
• EPM configuration utility • Multi-byte capable version and updated localization• EPM Integrator for ERP
Drill-back from Strategic Finance
<Insert Picture Here>
EPM Integrator for ERP
New Module of FDM: EPM Integrator for ERP (EPMI)
• Provides data and metadata integration between ERP sources and EPM applications
• Main components• Oracle Data Integrator (ODI)• Metadata
• Import Dimensions and Hierarchies into EPM apps through EPM Architect
• Data• Load data into applications via EPMA Data
Synchronization or FDM
EPM Integrator for ERP Source Systems
EBS 11i & R12
(First Release)
Metadata.
Oracle DataIntegrator
DataReferences
References
EPMA
EPM Apps
Oracle Data Integrator Essbase
EPM Integrator for ERP
FDMData only
EPMIStagingTables
Direct Load to Classic Apps (HFM & Planning)
Metadata & Data
HFM
Planning
Profitability& Cost Mgt
Fusion Apps
(Planned)
Peoplesoft
(Planned)
SAP
(Planned)
JD Edwards
(Planned)
MappingTables
EPMIStagingTables
Mapping UI
Drill Back to GL Transactions
Metadata & Data
EPM System
EBS 11i & R12
(First Release)