hyperion planning 2.0 product overview

8/2/2019 Hyperion Planning 2.0 Product Overview

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Hyperion Planning 2.0Hyperion Planning 2.0Product Overview



What is Hyperion Planning?

Hyperion Planning is aWeb-based, multi-tiered budget and

planning solution built on Hyperion Essbase OLAP Server.

Hyperion Planning is a comprehensive approac

hfor t

he

complete and closed-loop planning process that drives

continuous business improvement.

Hyperion Planning offers an efficient and optimized budget

planning process to all levels within an organization. Alldecision makers and line-level managers can communicate

together giving them the ability to make budget plans relevant

and useful.



Features & Benefits of Hyperion Planning

Facilitates collaboration, communication, and control across multi-

divisional global enterprises.

Maximizes employee involvement in the business planning process.

Provides a framework for perpetual planning, with attention to

managing volatility and frequent planning cycles.

Lowers the total cost of ownership through a shorter roll out and

implementation phase.

Promotes modeling by including complex business rules and

allocations.



Hyperion Planning and Corporate Objectives

Mr. Sales

Director of Sales

Objective: To increase revenue and maximize sales potential

Solution: Customer Budgeting, Customer Modeling (identify. DRIVERS)

Mr. Marketing

Director of Marketing

Objective: To increase corporate potential from the product side

Solution: Detailed Budgeting of Products, Advertising and Promotion Planning

Mr. Finance

CFO

Objective: To improve profitability by analyzing corporate spending and revenue

Solution: HP Calendar supports 5-4-4, 12 Month, Adv. Currency Support

Mr. CEO

CEO

Objective: To align all corporate goals

Solution: Business Unit Consolidations, Bottom Up Enterprise Budgeting



Hyperion Planning Budgeting Process

The Hyperion Planning Process lets users track the progress

of a budget from any level in the organization using aWeb-

based client.

First

Pass

Under

Review

(Not)

Signed

Off

Approved



Planning Process Options

With the Hyperion¶s Planning Process users can:

Approve a planning unit from any process state

Track the approval path independently

Add annotations and comments at each pass through the review

process

Identify accountability through ownership

Audit information through annotations and process status



The Hyperion Planning Process

Not Started First PassUnder

ReviewSigned Off Approved

Not SignedOff

Start

Exclude

Promote Sign-off Promote

Promote

Sign-off Reject

Approve

Approve



Planning Units A Planning Unit is the combination of scenario¶s, versions, and entities.

Planning Unit diagram



Hyperion Planning Unit Features

Create Planning Units -- The Planning Desktop tool can create

Dimensions, Entities, Currencies, Scenarios, and Time.

View the status of Planning Units ± The web client interface can

check the status of Planning Units

Start the reviewing process ± The reviewing process is started and

Planning Unit states begin.



Application Link

Hyperion Planning Multi-tier Architecture

Relational

Essbase

Web Client

Excel Add-In

Data Tier Middle Tier Client Tier

Business Rules

Desktop Admin

Hyperion Reports



Hyperion PlanningWeb Client Features

Web based Client-Tier

Enter data and manage processes.

Create and manage forms. Assign security.

Set business rules.

Check and manage planning status.

Manage all aspects of the

planning cycle. Copy scenarios between

versions types.

View history andannotations.

Setup email notifications.



Hyperion PlanningWeb Client



Hyperion Planning Excel Add-in Features

Excel Add-in Client-Tier

Enter, analyze and

report planning data

through Excel.

Create budget templates

using Excel worksheets.

Assign business rules to

planning types.



Hyperion Planning Excel Add-in



Hyperion Planning Desktop Features

Client\Server Middle-Tier

Application wizard.

Application design tools.

Assign security.

Set Business Rules.

Performance tuning

Custom dimension

management.

Easy time dimension setup.

(5-4-4, 12 Month calendar) Easy Currency conversions.

(over 30 types)

Uses metadata for all

changes to Essbase.



Hyperion Planning Desktop



Hyperion Business Rules¶ Features

HBR Middle-Tier

Create standard

business logic for

Hyperion Planning

Items like Clear data,Perform

aggregations, Copy

Data are all stored in

one logical rule file.

Command scripting

for automation of business rules.

Integrated throughout

Hyperion Planning¶s

client applications.



Hyperion Business Rules



Hyperion Application Link Features

ETL tools Data-Tier

³Building Blocks´ areused to organizeconnections.

Offers formula¶s for data transformation.

Hyperion Planningcomes with AL building block.

Script language for

automating data loads. ODBC, Text Files,

ERP (SAP/JDE)connectors supported.

Source data

Extract

Transfer

Load

Hyperion

Planning



Hyperion Application Link



Hyperion Essbase Server Features

Essbase Data-Tier

Industry market

leader in OLAP

databases (based on

revenue)

Strong analytic

calculation engine.

Security filters.

Script language for

automating processes

like data calculations,and command

executions.

Multi-dimensional

data storage

(MOLAP).



Hyperion Essbase Server



Conclusion

Hyperion Planning is a powerful budgeting tool designed to save operating

cost during the budgeting and planning process.

Hyperion Planning is an enterprise budgeting solution which satisfies many

budgetary requirements within an organization.

Hyperion Planning is easy to use and offers a powerful web client interface

withmany features. (Data Entry and Process Management)

Hyperion Planning allows companies to leverage existing technologies

while saving implementation and operation costs.

Hyperion Planning can give a standard process to the daunting task of

enterprise planning and budgeting.(Hyperion Planning Process)



Question and Answer Session

To discuss how Hyperion Planning fits within

your organization please contact Dimensional

Technologies at [email protected]

Or go to our web site for more informationabout the services we provide.

www.dimensionaltechnologies.com

hyperion planning 2.0 product overview

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