oracle open world 2014 oaug hyperion sig session sig9107 sunday september 28 @ 12 noon

Oracle Open World 2014

OAUG Hyperion SIGSession SIG9107

Sunday September 28 @ 12 noon

http://hyperionsig.oaug.org/

Agenda

• Introductions

• 2014 SIG overview

• Oracle Update

• Customer Success – Kirby Lunger

• Financial Close Suite – Doreen Fox-Dwyer

• Summary and Q&A

Hyperion SIG Committee

Doreen Fox-DwyerJulie Jacobs Jim Glazar Eduardo Arroyo Alex LaddEric HelmerTracy McMullen

2014 Activites• Call for Elections

– Summer 2014

• New Group Experts sub-committee

• Expand activities at Collaborate!– HYPERION Connect Reception, to be continued in 2015!

• Online Connection Point November 2014

• Launch new website in OAUG upgraded portal

Join us November 17-19 for intensive online learning

18 education sessions selected by users, for users, as OAUG Connection Point® —Hyperion SIG goes online for 2014. •Attendees experience high-impact education focused exclusively on the Oracle Hyperion Suite, but without the cost and time being out of the office.•Experts from Oracle provide an overview of Oracle’s product strategy for EPM technology. •Industry experts and Oracle Hyperion customers share key insights into how the technology works, how to resolve common problems related to application upgrades and product versions.

Connect with the OAUG at OpenWorld

• Booth 3131 in Moscone West and Users Group Pavilion in Moscone South– Ask questions and share answers with other

Oracle Applications users and experts.– Visit oaug.org/openworld to join the discussion

• Special membership offers– 15 months for the price of 12– 3 months at ¼ of the regular price

Oracle Hyperion at Open World

Nigel Youell

OAUG Hyperion SIG Meeting [SIG9107]Oracle Business Analytics Content Review

Nigel YouellSenior DirectorOracle Business Analytics28 September 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |


Safe Harbor Statement

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.


Program Agenda

Keynotes and General Sessions

Tracks Sessions

Demos

1

2

3


Opening KeynoteSeptember 28 5:00-7:00pm Moscone North, Hall D

Opening Keynote (Key Business Analytics Content)

The future of the datacenter in a software defined world

Renée J. JamesPresident, Intel Corp


Other Keynotes Featuring Business Analytics

• KEY10415 The Business Value of the Cloud– Mark Hurd + customers– Monday, Sept 29, 8:30am – 9:45am / Moscone North, Hall D

• KEY10504 Cloud Services for the Modern Enterprise– Thomas Kurian and Edward Screven– Tuesday, Sept 30, 8:30am – 10:00am / Moscone North, Hall D

• KEY10532 The Real-Time Enterprise– John Fowler– Wednesday, Oct 1, 8:30am-9:30am / Moscone North, Hall D


Session ID Title Day Time LocationGEN8305 Oracle Business Analytics Executive

BriefingMonday 10:15 – 11:00am Moscone West -

3004/3006

GEN8525 Executive Briefing on Oracle’s EPM Strategy and Roadmap

Monday 1:30pm – 2:15pm Moscone West - 2008

GEN9379 Oracle's Big Data Strategy-Unified Data Management and Analytics

Wednesday 11:30am-12:15pm Moscone West - 2008

Moscone West

BI, EPM and Big Data General Sessions


20142014

2014 Oracle Excellence Award Ceremony for Fusion Middleware Innovation

ORACLE FUSION MIDDLEWARE:CELEBRATE THIS YEAR'S MOST INNOVATIVE CUSTOMER SOLUTIONS

Tuesday, September 30, 2014 Reception: 4:30pm, Ceremony: 5:00-5:45pm YBCA Theater (next to Moscone North)Session ID: CON7029

https://oracleus.activeevents.com/2014/connect/search.ww


Program Agenda


Tracks Sessions

Demos

1

2

3


OpenWorld 2014 Business Analytics Sessions

• Sessions– Analytics featured in all Keynotes– Oracle EPM Sessions (36) / Moscone West & Moscone South– Total EPM Sessions (69) , including ones from partners and

customers– Big Data and BI Tech Sessions (33) / Moscone West and Marriott Marquis– BI Apps Sessions and CX Sessions (19) / Moscone West, Westin & Palace

Hotel

• More than 130 Business Analytics sessions in total, including ones from partners and customers

In the Oracle EPM sessions alone we have over 30 customers speaking including: NetApp, Cisco, BE Aerospace, Verizon, Metlife, Experian, Berkeley University, Fiat.....


EPM Track Sessions - Nigel’s Picks

Session When Where

General Session: Executive Briefing on Oracle’s EPM Strategy and Roadmap [GEN8525] 9/29@1:30pm MW 2008

Product Development Panel Q&A: Oracle Hyperion EPM Applications [CON8532] 10/1@12:45pm MW 3008

Oracle Hyperion Applications: Strategy and Roadmap [CON8524] 9/29@2:45pm MW 2008

What’s New and What’s Coming: Oracle Hyperion Enterprise Financial Planning Suite [CON8526] 9/29@4:00pm MW 3008

What’s New and What’s Coming: Oracle Hyperion Financial Close Suite [CON8529] 9/29@5:15pm MW3008

Oracle Enterprise Performance Management Cloud Services [CON8545] 9/30@10:45am MW3008

Customer Success: Oracle Planning and Budgeting Cloud Service [CON8552] 10/1@11:30am MW3008

Oracle Hyperion EPM Applications on Oracle Exalytics [CON8547] 10/2@1:15pm MW3010

Customer Success: Leveraging Multiple EPM Products Maximizes ROI [CON8541] 10/1@3:30pm MW3008


HOL# Area Title Day Time Location

HOL9761 BICS Agile Business Intelligence in the Cloud for Everyone MonTuesThu

4:15pm10:15am1:00pm

Intercontinental

HOL9781 BI MAD Oracle BI Mobile App Designer: Creating purpose built mobile apps in OBIEE

MonWed

2:45pm2:45pm

Hotel Nikko

HOL9758 Endeca Governed Self-Service Data Discovery with Oracle Endeca-Build Your Own App.

TueThu

3:45pm10:00am

Hotel Nikko

HOL9759 BIP Oracle BI Publisher: Create Reports & Data Models Mon 1:15pm Hotel Nikko

HOL11440 PBCS Oracle Planning and Budgeting Cloud Service Thu 10:00am Hotel Nikko

OpenWorld 2014 Business Analytics Activities

Hands on Labs


Program Agenda


Tracks Sessions

Demos

1

2

3


OpenWorld 2014 Business Analytics ActivitiesEPM Demo Pods

Demo Id Pod # Title Location

3803 WLL-003 Oracle Hyperion Planning Solutions Moscone West

3780 WLL-001 Oracle Hyperion Planning Solutions Moscone West

3781 WLL-008 Oracle Financial Close Solutions Moscone West

3891 WLL-007 Oracle Financial Close Solutions Moscone West

3893 WLL-004 Oracle Enterprise Data Governance Moscone West

3894 WLL-006 Oracle Hyperion Profitability and Cost Management Moscone West

3895 WLL-005 Oracle Planning and Budgeting Cloud Service Moscone West



3694 WUL-002 Oracle Business Intelligence with Essbase & EPM on Oracle Exalytics Moscone West

3697 SLM-120 Oracle Business Intelligence Foundation on Oracle Exalytics Moscone South

3700 Cloud Area

Oracle Business Intelligence Cloud Service Iaas/Paas Area

3701 SLM-147 Oracle Business Intelligence Cloud Service Moscone South

3722 SLM-148 Oracle Endeca Information Discovery Moscone South

3724 SLM-119 Oracle Big Data Discovery Moscone South

3725 SLM-146 Oracle Business Intelligence Publisher Moscone South

3743 SLM-145 Oracle Business Intelligence Mobile and Oracle Business Intelligence Mobile App Designer

Moscone South

3692 WUL-019 Oracle Human Resources Analytics Moscone West

3745 WUL-004 Oracle Financial Analytics and Oracle Projects Analytics Moscone West

3748 WUR-023 Oracle Supply Chain Analytics and Oracle Procurement and Spend Analytics

Moscone West

OpenWorld 2014 Business Analytics ActivitiesBI Demo Pods



CX Demo Pods


3751 WL2-122 Oracle Real-Time Decisions Moscone West

3752 WL2-121 Oracle Endeca Information Discovery Moscone West

3753 WL2-118 Oracle Customer Relationship Management Analytics Moscone West



Other Demo PodsTitle Location

Big Data Discovery Moscone South

Engineered Systems Moscone North, Lower Lobby

OAUG Hyperion SIG Meeting [SIG9107]Oracle Business Analytics Content Review

Nigel YouellSenior DirectorOracle Business Analytics28 September 2014

cell phone +44 7789 [email protected]


Streamlined Long Range Planning at a University:

Oracle Planning and Budgeting Cloud Service (PBCS)

Case Study

September 28, 2014

Kirby LungerPrincipal

Performance Architects+1 (617) 699-9354

[email protected]

Overview & Background

Customer Background

• Specialized technical institution

• ~25K students

• ~$300M in revenue

• Nonprofit (Higher Education!)

• Tuition primary revenue source

• Extraordinary enrollment growth

Customer Needs

• MS Excel = planning solution• Why new solution?

– Accommodate growth

– Enterprise-wide solution across several locations

– Get away from spreadsheets!

– Robust and easy-to-use analytics

• Low IT overhead– No “on premise” hardware

– Simple administration

Customer Planning Process• Planning components

– LRP (four year long range plan)

– Budget (annual operating plan)

– Forecast (current year projection)

• Fiscal year: July through June

• Relevant financial components– Balance Sheet

– P&L (enrollment driven revenue calculations and bottom-up expenses)

– Cash Flow

• Planning executed at “Account” and “Cost Center” level

• No currency considerations

• Source system = Oracle EBS

Project Phases

Phase 1 Scope

Application Design

Phase 1: Oracle EBSLater Phases: HR Data

Customer Benefits• Provides “single source of truth” and all data residing in

databases, instead of spreadsheets• Standardizes reporting of financial statements across

dimensions• Improves analysis via Smart View• Offers PBCS calculation engine to DERIVE plan data,

instead of pure inputs• Utilizes plan scenarios to drive other scenarios (e.g., LRP is

used to drive the seeded targets for the AOP)• Low set up cost; no infrastructure needed• Very quick implementation timeline (eight weeks)• Oracle PBCS client support is efficient and responsive

PBCS versus On Premise PBCS On Premise Planning

Instances • Two environments / instances • No limit on environments

Applications • Single Planning application (no modules) • Multiple Planning applications

Plan Types

• Supports a total of seven plan typeso Three calculation cubes (BSO)o Four reporting cubes (ASO)

• No direct access to Essbase

• Supports a total of nine plan types per applicationo Four calculation cubes (BSO with

module)o Five reporting cubes (ASO)

Dimensions

• Six pre-defined dimensions with the ability to create up to 14 total dimensions

• Limitations on number of members per dimension• User defined dimension can have up to 25k

members

• Six pre-defined dimensions with the ability to create up to 20 total dimensions

• Limitations determined by performance of calculations and retrieves

Application Size

• 150 GB per instance • Determined by customer’s hardware size

Security

• Utilizes IDM (or My Services page) to create native users

• Groups created using Shared Services in PBCS• Does not support LDAP or MSAD

• Supports direct integration with LDAP and MSAD

• Supports single sign-on

Data Integration

• Supports integration of data from multiple sources via flat files

• Provides the ability to map data• Scheduling and automation lives outside of product

set

• Supports integration of data from multiple sources via flat files or direct integration

• Provides the ability to map data• Scheduling and automation may live

inside of product set

Bonus!!!

PBCS versus On PremiseBonus!!

!

Questions?

Keep in Touch!

Bloghttp://blog.performancearchitects.com

Twitter @PerfArchitects

Facebookhttp://www.facebook.com/

PerformanceArchitects

Learning Center (for archived webinar and

presentation materials)http://www.performancearchitects.com/

learning_center

YouTube HowTo Channelhttp://www.youtube.com/user/

PerformanceArchHowTo

Kirby [email protected]

http://cts.vresp.com/c/?PerformanceArchitect/0c84a0a719/TEST/3b9c9f5cd0

http://twitter.com/

http://www.performancearchitects.com/learning_center



mailto:[email protected]

Appendix

Phase 1: Dimensions

Phase 1: LRP Methodology• Revenue

– Four main revenue accounts (Undergrad, Grad, PhD and Other)– Revenue derived using enrollment number and rates– Calculated using simple “Units x Rates”

• Expenses– Expenses calculated using prior year actuals figures– Derived using nine “expense growth factors” (with ability to add more in the future)– Growth Factors entered in manually

Calculations automated using “methods” Users enter rates and drivers manually Users pick a “method” in a data form Business rule executes calculations based on “method”

Phase 1: LRP Revenue Calc Methods

Phase 1: Task Lists and Data Forms

Phase 1: Reports

Hyperion Financial Close Suite

Doreen Fox-Dwyer

What’s New: Financial Consolidation & Close

• HFM specific updates– Enhancements to rules– Enhancements to data form / grid definition– Support for dynamic POV member list

• Account Reconciliation Manager updates– Summary reconciliations– Advanced User assignments– More auto-reconciliation routines, More format options, and Data load scheduling

• Financial Close– Semi-automated tasks, Additional reporting attributes

What’s New: Hyperion Tax Provisioning

Built on Hyperion Financial Management Data Collection, Tax Provision Calculation, Consolidation & Tax Reporting Brings Finance & Tax together in to the same system Support for Federal, State/Provincial & International standards; addressing IFRS (IAS12)

& US GAAP (ASC740) Integrates with Tax Compliance systems: Enhances tax compliance systems Rapid Implementation & Ease of use: Purpose-built application functionality

Financial Close Management

Finance Dashboard

ERP:

Oracle, SAP, Legacy, Other

Governance, Risk And Compliance

Systems and Hardware

Middleware

Database

ERP: Oracle, SAP,

Legacy, Other

Data Assurance

Financial Consolidation

Internal & StatutoryFinancial Reporting

Tax Provision

Governance, Risk and Compliance

Finance Dashboard

Financial Close Management

News Flash….

• 3 Year Support Extension for EPM 11.1.2.x releases

Previously Supported Until Revised Support End Dates

GA Date

Premier Support

Extended Support

Sustaining Support

Premier Support

Extended Support

Sustaining Support

EPM 11.1.2.x

April 2010+

April 2015

April 2018 IndefiniteApril 2018

April 2021

Indefinite

HFM 11.1.2.3• Web Data Entry Form

– Save POV settings (show/hide, order) as form definition

– Execute On-Demand rules per form

– Support Dynamic POV member list

– Display Selectable POV members as Favorites• Web Grids

– Save POV settings (show/hide, order, dimensions) as grid definition

– Support Dynamic POV member list

Options available as part of form definition

HFM 11.1.2.3• POV enhancement

– Show dimension label or description in POV bar

– POV settings persists across modules

– Member selector settings persists across modules

HFM 11.1.2.3• Application Module Configuration

– Ability to disable modules for entire application

• Task and Data Audit– Additional security roles to view Task and Data Audit

• Metadata– Provide audit log for metadata difference after load

– Expand UDA fields from 80 to 256 characters

• Rules– Support On-Demand Rules

– New HS.OpenCellTextUnit and HS.OpenCellTextUnitSorted functions for cell text retrieval

FDM, Enterprise Edition 11.1.2.3

• Financial Data Quality Management, Enterprise Edition– FDM and ERP Integrator combined into a single product

– Built on ERP Integrator platform

– Rebranded as FDM, Enterprise Edition

– Windows based FDM still available for existing customers

– 11.1.2.3 is terminal release of FDM

– Migration to FDMEE required starting with 11.1.2.4» Additional license fee NOT required

– New customers may only license FDMEE• FDM Adapters

– No change from today

– Must purchase FDMEE and at least one adapter

• Full parity between FDM and FDMEE via a phased release approach

FR 11.1.2.3 – Mobile Support

• Access, view and interact with FR Reports and Books on a mobile device– Apple (iPhone and iPad): iOS5 – iOS7– Android (phone or tablet): 3.x and 4.x

• Utilizes the device’s default web browser.– No separate app to download

• View only access - no authoring or scheduling is available

– Change POV, Prompts, Pages, Expansions, Related Content

Disclosure Management New Features

• EDGAR-ready HTML format creation– Use Disclosure Management to generate your XBRL and

EDGAR documents in-house.

FCM New Features - ARM• Net Activity Attribute from Prior Reconciliation

• Hide Checkbox Options on Formats

• Frequency Relationship

• Enhanced Data Load Options

• Add Scheduling Option to Data Load

• Edit Currency UI

• Extension to Auto Reconciliation

• Advanced User Assignments

• Summary Reconciliations

FCM Advanced User Assignments

• Backup Assignments

• Team/Group Assignments

• Reassignment Requests

Development Priorities

11.1.2.4 – Highlights

• HFM available on Exalytics• FDMEE intra EPM data synchronization• EPM Mobile expanded to include CM and

DRG• New FCM Module Supplemental Data

Manager• New Module Tax Governance

• Scheduled for end of 2014

HFM 11.1.2.4 – New Features Continued

– Additional HFM Utilities *– Excel Based Journals Workbench *– Embedding OFMA Analytics in HFM– Improved Calc Manager Parity with VBScript– Web Based Member List Editor *– Web Based Application Configuration Wizard *

* - Delivered with a PSU for 11.1.2.4

FDM Enterprise Edition

• Migration assistance for customers moving from FDM to FDMEE– Migration of core artifacts from FDM to FDMEE in 11.1.2.4

• Additional integrations– Data Sync between EPM Applications– Data Relationship Management: load from ERP; import maps; – Sub-ledger transactions for Account Reconciliation Manager– HFM and ARM journal write-back

• HFM committed for EBS• ARM

– Tax Provision and Explicit support for HPCM– Fusion Commitment Control with PSBP– Data Warehouse Adapter: Import from any relational db source with simple UI

mapping– SAP BW Metadata Load

• Roadmap Highlights

FDM Enterprise Edition - Continued

• Additional Features– Graphical Import Format Builder– Integration with FCM

• Web service that can be called from FCM• Open FDMEE from FCM• POV Locking

– Check Rule Test – Fix explicit mapping rules from workbench– Review mode for mapping UI– Other candidate features if schedule permits

• Roadmap Highlights

11.1.2.4 Roadmap highlights

• New Module Introduction– Supplemental Data Manager

• Defined data sets for collection• Dashboards and list views• Flexible approval workflow• SmartView extension to support existing Excel schedules• Integration with HFM

• Platform features for all modules– Report Writer - Build your own Word, Excel, & pdf reports– Enhancements to Questions expand to all workflow roles– Enhanced Attribute Security more granular control over which roles can view and edit attributes

on reconciliations and tasks– Configurable Notifications allow each user to determine frequency of email notifications for each

triggering condition

• General Enhancements

Smart View Integration

• Smart View Templates Smart Tag Smart Mapping

SDM Forms Submit data Approve data Post data

Data Collection Flow

• Open Period for data collection

• Enter data into forms

• Submit form data

• Approve form data

• Post summary data to HFM

• Close Period from new data collection

• Lock Period from further modification

Task/Submission Status

Open Period

NotStarted

InProgress

Approved

Closed

Accept

Reject

Re-Open

Open

Submitted

done

LockPeriod

Lock

Working..Lock

Close Period

Re-Open

Reporting & Analysis

Transactional DashboardWorkflow Dashboard

Dashboard Portlets

Have a great Open World!Thank you for attending today.

SIG9107

oracle open world 2014 oaug hyperion sig session sig9107 sunday september 28 @ 12 noon

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