Hyperion Planning Interface: Simplified! -...

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Hyperion Planning Interface:Simplified!

March 15, 2017

Cindy Eichner, Director

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Finit Overview

• Founded in 2002

• 80+ employees in 20+ states• Mostly CPAs, MBAs

• 50+ Planning clients

• 80+ HFM clients• Managed largest roll-out of HFM in North America

• Market Leader in ARM/FCM

• World Leader in FDM implementations and custom solutions

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Finit EPM Services

Full Cycle Implementations

Upgrades / Redesigns

Dedicated Support

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Finit Culture

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No debt or external ownership means complete alignment & focus on our client’s needs and vision

We bring a quality of craftsmanship to our designs and execution that lead to solutionsthat are functional, usable and efficient

We actively seek feedback and invest in training and professional growth in our consultants

We use employees, not contractors.

PRIVATELY OWNED

CLIENT SATISFACTION

QUALITY MINDSET

TAILORS OF OUR CRAFT

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Finit Customer Success

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Our values, culture, and approach to becoming a trusted advisor to our

customers has led to

100% customer success

for every Finit client (250+) and for every Oracle Hyperion project (800+)

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Some Finit Customers

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About The Presenter

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Cindy Eichner

• Director of Finit’s Planning and Essbase Practice

• Delivering performance management solutions for over 35 years while specializing in Hyperion products for the last 20 years

• Certified Implementation Specialist• Essbase

• Hyperion Planning

• Hyperion Financial Management (HFM)

• Hyperion Data Relationship Management (DRM)

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Hyperion Planning Interface: Simplified!

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• Simplified User Interface: What is It?

• Simplified User Interface vs. Workspace

• On premise vs. PBCS

• Tablet / Mobile Access

• Customization

• Design Considerations: Features Not in Workspace

• Demonstration

• Questions and Answers

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Simplified User Interface: What is It?

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Simplified User Interface: What is It?

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• Re-written user interface

• First released with version 11.1.2.3.500

• Fully released with version 11.1.2.4

• Tablet-Friendly

• Completely different look and feel from Workspace

• Ideal for the Cloud with no Server access

• Most new features only available in S.U.I.

• Oracle states servers can handle 33% more load

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Simplified User Interface

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PBCS

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• May launch S.U.I. from the Planning Landing page

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Keep in Mind

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• Only Landscape mode for iPad and Android tablets

• User experience better on iPad than Android devices

• Safari browser for iPad and Google Chrome for Android are recommended

• IE 11 in standard mode

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More to Keep in Mind

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• A PDF viewer is required to view reports; Adobe is recommended but others also work

• Some administration functions are only available from the desktop

• Slow performance may require system parameter FUSE_MEMBERS_THRESHOLD to set a maximum number of members to be displayed on a page

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Launching the Simplified User Interface

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• On premise installations use a separate URL:• http://web server:port/HyperionPlanning/

• Launch an existing application

• Create, Delete, or Register an application

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Applications Compatible With the S.U.I.

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• Existing applications• Developed in Workspace or in the S.U.I.

• New applications• Sample application

• Simple application

• Advanced application

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Supported Applications Created In S.U.I.

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• Creating applications in the Simplified User Interface• Sample Application named Vision

• Simple Application• One plan type

• Add up to 20 total dimensions

• Only MDX member formulas

• Does not support• Business Rules

• Map to Reporting

• Copy Data

• Copy Version

• Exchange Rates

• Currency Conversion

• Can be converted to an Advanced Application

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Supported Applications, continued

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• Advanced Application• Two plan types with option to add more

• Max of three BSO and four ASO plan types

• May add up to 20 total dimensions

• Supports • Custom calendars

• Business rules

• Member formulas

• Cannot be converted to a Simple application

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Simplified User Interface vs. Workspace

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Simplified User Interface

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PBCS On Premise

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Dashboards

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• Forms

• Charts

• URL

• Commentary

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Tasks

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Plans

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“Plans” is now called“Data Entry” on the PBCS

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Rules

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Approvals

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Reports

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Console – On Premise

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Console -> Application -> Plan Types

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“Plan Types” are now called“Cubes” on the PBCS

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Console -> Application -> Dimensions

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Console -> Jobs

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Console – PBCS

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• Includes• Shared Services

• LCM

• Calc Manager

• Data Management (FDMEE)

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Settings – On Premise

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Settings – PBCS

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Academy

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Navigator – On Premise

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Navigator – PBCS

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Tablet / Mobile Access

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Tablet Access

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• Enable artifacts for Tablet Access from Workspace• Forms

• Task Lists

• Business

Rules

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Enable Forms

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Enable Task Lists

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Enable Rules

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Tablet View

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Tablet View

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Tablet View

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Tablet View

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Customization

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Customization

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• Change the theme - colors

• Add Logo

• Add a background image

• Settings -> Appearance

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Logo

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Background

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Design Considerations: Features Not in Workspace

©2017Design Considerations: Features Not in Workspace

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•Only available in the S.U.I.• Dashboards• Navigation Flow with Clusters and Cards *• Smart Push *• Instant Save• Autosave and Undo• Format Data in Forms• Planning Inbox / Outbox• Valid Member Combinations *

* right now only on PBCS

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Dashboards

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• Forms

• Charts

• URL

• Commentary

Navigation with Clusters and Cards

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• Create custom clusters and cards

• May be even better than task lists to guide users???

• Only on PBCS as of now

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Creating Cards

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Navigation with Clusters and Cards

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Navigation with Clusters and Cards

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Navigation with Clusters and Cards

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Navigation with Clusters and Cards

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Smart Push

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• Only available on PBCS as of now (both S.U.I. and Workspace)

• Data Map attached to a form

• Moves data from one Plan type to another

• Executes on save

• Utilizes form POV and Page to limit data

• “Game changer” when designing applications

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Instant Save

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• Simple data forms

• Click Save

• No confirmation message

• Changed data saved instantly UNLESS• Suppress missing data is on

• Suppress missing blocks is on

• A business rule is selected to launch on Save

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Autosave and Undo

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• Only with Simple forms

• Values are saved when moving out of a cell• No prompt or message

• Successive Undo actions available (Ctrl-Z)

• Must be turned OFF• Suppress missing data• Suppress missing blocks

• Optimal Performance• Only dense dimensions on rows and columns• If sparse dimension on rows or columns then use Hybrid

• Run Form Rules on Autosave• For example, a row with a member formula

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Format Data in Forms

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• Simple forms and ad hoc grids

• Increase / decrease font size

• Bold, italic, underlined

• Font color

• Background color

• Wrap text

• Default formatting takes precedence• Changed value not yet saved

overrides formatting applied

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Planning Inbox / Outbox

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• May be used with Jobs

• Actually on the server in the Import_Exportfolder for LCM but may not access from LCM

• Must manually be purged

• May upload and download files

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Valid Member Combinations

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• Define groups of intersection rules (each group specifies the same dimensions)

• Invalid trumps valid when multiple rules are defined

• May use subvars

• May be disabled

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Define Valid Intersections

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Invalid Intersection

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Valid Member Combinations

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• Only works in S.U.I.

• Does not work in Workspace

• Does not work with ad hoc in Smart View

• Right now only available on PBCS

• Have been awaiting this functionality for years

• Excellent for multi-product implementations

• Planning can now limit intersections like HFM

• Transferring data to HFM will be easier – no kick outs

Valid Member Combinations

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• A better way to control where users may load data • Do not need to have lots of special forms

• Security layers• Dimensions

• Invalid intersections

• Forms

• Approvals

• Another “Game Changer”?

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Demonstration

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Demonstration

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• Guide the user through the Planning process• Tasks

• Forms

• Reports

• Approvals

• Dashboards

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Summary

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Hyperion Planning Interface: Simplified!

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• S.U.I. is the future direction for Planning and all of EPM

• Improved User Experience

• Better performance• Forms and data render faster

• More features only available in the S.U.I.• Dashboards

• Navigation with Clusters and Cards

• Valid Member Combinations

• Format data in forms

• Autosave

• Include S.U.I. and S.U.I.-only features in application designs

• Change is Good!

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Questions?

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Cindy Eichnerceichner@finit.com

www.finit.com

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KScope17 in San Antonio – June 25-29