Planning 11.1.2 roma maggio 2010

What’s new in Oracle EPM System

Planning and Cost Management

Marco Rossi

Mino FranciosoSales Consulting EPM

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.

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2

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Agenda

Hyperion Planning 11.1.2:

why is this release important ?

Summary of Key Features

Data Form Designer

Process Management

End User Experience

SmartView for MS Office

Hyperion Profitability and Cost Management 11.1.2

Hyperion Strategic Finance 11.1.2


Why is this release important to you?Hyperion Planning 11.1.2

1. HPLN is the strategic planning platform within Oracle

• Largest number product enhancements over the last 5+ years

2. Major enhancements in key product areas

• Web UI sophistication

• Process Management / Workflow

• Depth of support for MS Office

3. New module: Hyperion Public Sector Planning &

Budgeting

• Public Sector Market

• Related markets such as Healthcare and Higher Education

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 4

Robust End User ExperienceHyperion Planning 11.1.2


Powerful Process Management

Validation of plans including color coding, notifications and approvals

Sophisticated Web and MS Excel capabilities

Comprehensive support for MS Office; Excel, Word, PowerPoint and Outlook

Task Lists and user actions within MS Outlook and Excel

Enhanced reporting and budget books

Public Sector Planning & BudgetingAccelerate Position & Employee Budgeting

• Out-of-the-box configurable and expandable position and employee expense budgeting

• Project and evaluate the impact of employee compensation and benefits

• Forecast the impact of new positions, workforce reductions, contract proposals

• Powerful workflow and process management for budgeting and forecasting

• Integration with ERP


Oracle Balance Sheet Planning Hyperion Planning 11.1.2

Enabling Financial Services

Institutions to budget for a full

balance sheet and the associated Net

Interest Income Based on Cash

Flows

Cash Flow Balance Sheet & Net Interest

Margin Planning

Built on top of Hyperion Planning,

leveraging Essbase and User Interface

Separate Hyperion Planning Module

(Like CAPEX & Workforce)

Integration with Hyperion CapEx and

Workforce Planning

Integrated with Oracle Financial Services

Profitability Management, Funds

Transfer Pricing, and ALM

Budget BooksHyperion Planning 11.1.2

• Define a budget book with sections and subsections with a table of contents

• Financial Reports, MS Word, HTML, PDF and other file types as sections or attachments in the Book

• Generate the book in PDF output or a static HTML web site

• Templates will be provided for HTML layout and page customization

• BI Publisher support

• Support table of contents edits and web-site navigation links

• Leverage book printing options in workspace

• Built in search capability for HTML output

• Integration with Document Management System (Stellent)


Reporting cube integration

Hyperion Planning 11.1.2

Map Planning application to Reporting application

Dimensions & Smart Lists mapping

Point of View definition

Reporting & Analysis on top of Planning Smart List

values



Agenda




Data Form Designer

Process Management

End User Experience





Summary of Key FeaturesHyperion Planning 11.1.2

End User ExperienceImproved usability in web forms

Sorting and Filtering, Ad hoc on the Web, Menus at cell level and Personalized Data Forms

Traffic Lighting, Data driven visual exceptions and Validation notifications

Increased flexibility to view / enter data

Enhanced Composite Forms

Improve administration functionality

New Member Selector

Ad-hoc filtering: Leverage UDA, Attribute, levels, generation

Flexible display

Sorting

Reduce time to design forms

Reporting cube integration

WorkflowIncreased granularity in the Planning Unit definition

Add one more dimension to entities

Support different process management organization by scenario / version

Pre defined promotional path

Automatically find the next owner

Flexibility : Take ownership, multi select actions, out of office

Data driven promotional path

Support matrix organization

Dynamically add reviewers based on data

Microsoft OfficeExcel: Allow Planners to perform Planning tasks in familiar MS Office environment

Task Based Workflow

Traffic Lighting & Data Validation

Process Management

Composite Forms

All key Planning web capabilities available within Office

Outlook

Manage Planning task through Outlook tasks

New ModulesPublic Sector Planning & Budgeting [Position Budgeting]

Defaults for each organization

Costing account for different benefit types

Salary account for each organization

Position defaults for each organization

Support Salary and Non-salary components

Step-based

Rate-based

Value-based

Multiple benefits

Additional earnings and tax components

Override default account for each non-salary component

Balance Sheet Planning (Separate Presentation to follow)

Budget BooksDefine a budget book with sections and subsections with a table of contents

Insert FR reports, MS Word, HTML, PDF and other file types as sections or attachments in the Book

Include cell text and associated URLs from Planning into the book



Data Form Designer


Data Form Designer

Standard & Composite Data Form

Dimension drag & drop

New Properties pane

Grid/Row/Column properties

Display properties

New Validation Rules Builder

Additional rows/columns

Member

Formula

Blank


Data Form Designer

Standard & Composite Data Form

Extended Member Selector

Members Count

Gen/Level Filter

Keep only by function

New Composite Layout Manager

2-rows, 2-columns, custom design

Section Properties Panel

Display as Tab

Common Dimensions


New Validation Rule builder

Validation based on data value, member,

attribute, property type

Condition-based cell color coding,

validation message and workflow

If, Then … Else statement

No more javascript code writing


Data Form Designer

Data Validation Rule Builder


Process Management


Process Management

Planning Unit Hierarchy

Increased granularity in the Planning Unit definition

Add one more dimension to entities

Support different process management organization based

scenario / version combination

Pre defined promotional path

Automatically find the next owner

Based on Planning Unit Hierarchy owner assignments including

owners and reviewers


Process Management

Matrix-based and Dynamic Promotional Path


Data driven promotional path

Support matrix organization (New!)

Dynamically add reviewers and update promotional paths based

on data

Leverage threshold-based submission

Process Management

End User Experience


Process Management Flexibility

New options available - take ownership, multi select action, out of

office and delegation

Additional Approvals based on Data Validation Rules including

Sub-process Status

Sorting & Filtering based on Planning Unit, Process Status or

Location


End User Experience


End User Experience

Ad-hoc mode, Filtering & Sorting, Data cell Menu


Ad hoc on the Web

– Keep only

– Drill up and down

– Pivot

– Member Selector

Save personalized data form

Sorting and Filtering

Menus at cell level

Traffic Lighting, Data driven visual

exceptions and Validation notifications




Smart View for MS Office

Outlook Integration

Manage Planning Task Lists

through Outlook Calendar and

Tasks

View Instructions

Open URL

Open Web Form in MS Excel

Mark As Complete

Tasks and Task List details

Report creation and automatic

Reminders



All key Planning web capabilities available within Excel


Manage Planning Task Lists in Excel

Tasks and Task List details

New SmartView pane

– Shared and Private Connections

– Most Recently Used documents and Pin Important Tasks

– Option to display at start up

Composite data form

Data grids as spreadsheet tabs

Common Dimension sharing through color coding

Ad-hoc mode

Contextual data cell menu

Member Formula




Process Management

Promotional Path

Change Status

Additional Approval Validation

Out of Office Assistant

Traffic Lighting & Data Validation

Visual clues

Validation Message




Copy Version for Planners

Tracking capability through Job Console

One central place to manage Planning preferences that

will be propagated to all Planning front ends





Agenda




Data Form Designer

Process Management

End User Experience





User Managed Profitability and Costing Models

Hyperion Profitability & Cost Management


• Determine which products /

customers / services are

PROFITABLE and which are not

• Discover which DRIVERS impact

Costs and Profitability

• Flexible and powerful profitability

reporting and ANALYSIS

• MODEL scenarios to evaluate action

for improving profitability

Profitability Analysis Workflow

Metadata

Management

Allocation

Model

Definition

Cost & Revenue

Allocation

Calculations

Profitability & Cost Analysis

• Create &

Manage

Dimensional

Hierarchies

• Deploy the

Application

Create & Manage

Business Model:

• Stages of

Allocations

• Drivers

• Allocation Rules

• Automated

CalcScript

Generation

• Store Cost, Revenue

& Driver Data

• Calculate Model &

Store Results

• Validate the Model

• Generate the

Reporting Cube

Reporting Cube with

Allocation Genealogy

• Profitability Analysis

• Cost & Revenue

Contribution Analysis

• Create &

Manage

Dimensional

Hierarchies

• Deploy the

Application

Create & Manage

Business Model:

• Stages of

Allocations

• Drivers

• Allocation Rules

• Automated

CalcScript

Generation

• Store Cost, Revenue

& Driver Data

• Calculate Model &

Store Results

• Validate the Model

• Generate the

Reporting Cube

Reporting Cube with

Allocation Genealogy

• Profitability Analysis

• Cost & Revenue

Contribution Analysis

Profitability Analysis Environment

Metadata

Management

Allocation

Model

Definition

Cost & Revenue

Allocation

Calculations

Profitability & Cost Analysis

Enterprise

Performance

Management

Architect

Hyperion

Profitability &

Cost

Management

Essbase

Calculation

Cube

Essbase

Reporting

Cube BIEE, Web

Analysis,

Financial

Reporting,

Excel,

Smartview

Traceability Maps

Profitability Analysis

EPM Customers BenefitsHyperion Profitability & Cost Management

Packaged Profitability functionality

Framework for profitability modeling

Support for Any Cost Allocation methodologies

Model Validation reporting

Traceability Maps

Translation of Business rules into high-level Calcscript

Designed for the business user, ease acceptance

Integration with EPM system, common infrastructure

Metadata sharing, Apps & User Management, Common Reporting

Tools, same infrastructure as Planning

Essbase

Profitability and Cost Management 11.1.2

What’s New

Common Look and Feel

Color Scheme & Tabs

User Interface Enhancements

Improved Modeling Experience

Dimension Member Selection Persistence

Trace Allocations

Model Validation

Data Transfer

LCM Enhancements

New HPCM Functionality

Genealogy Improvements

Standard Basis Drivers

Sequence Priority Drivers



Agenda




Data Form Designer

Process Management

End User Experience





Long-term Planning, Corporate Development

and Treasury in a Single Model

Hyperion Strategic Finance

• Integrated financial statements

• Project shareholder value

• Run unlimited scenarios

• Consolidate multiple business combinations

• Evaluate strategic projects

• Simulate effects of M&A

• Debt Scheduling

• Optimize capital structure


Strategic Finance 11.1.2

What’s New

Enhance Extended Analytics to push consolidation

structure information

This enhancement to HSF provides access to the

consolidation metadata to allow customers to perform further

custom analysis.

Expand Localization Support

HSF now supports 13 languages.



Documents

Planning 11.1.2 roma maggio 2010