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About This Presentation
• Audience: EPM Sales, SCs & Partners
• Objective:
– Introduce Hyperion Planning 11.1.2
• Length: 33 pages
• Authors: Stephane Ribault
• Release date: March 2010
• Feedback: Please send any comments or
suggestions to the authors
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 1
Agenda
• What’s New in Hyperion Planning 11.1.2 – Summary
• What’s New in Hyperion Planning 11.1.2 - New Features
– Data Form Designer
– Process Management
– End User Experience
– SmartView for MS Office
– Financial Reporting
– Reporting Application Integration
• Q&A
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3
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What’s New in Hyperion
Planning 11.1.2?
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 4
Why is this release important to you?Hyperion Planning 11.1.2
1. Communicates strategic importance within Oracle
• Largest number product enhancements over the last 5+ years
• Generating significant momentum with customers
2. Leapfrogs the Competition
• Process Management / Workflow
• Web UI sophistication
• Depth of support for MS Office
3. Opens up Opportunities with 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 5
Robust End User ExperienceHyperion Planning 11.1.2
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 6
• 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
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 7
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)
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 8
Summary of Key FeaturesHyperion Planning 11.1.2
End User Experience– Improved 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
Workflow– Increased 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 Office– Excel: 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 Modules– Public 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 Books– Define 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
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 9
Agenda
• What’s New in Hyperion Planning 11.1.2 – Summary
• What’s New in Hyperion Planning 11.1.2 - New Features
– Data Form Designer
– Process Management
– End User Experience
– SmartView for MS Office
– Financial Reporting
– Reporting Application Integration
• Q&A
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 10
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Data Form Designer
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 11
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
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 12
Data Form Designer
Standard & Composite Data Form
• Extended Member Selector
– Members Count
– Gen/Level Filter, Ad Hoc Filter
– Keep only by function
• New Composite Layout Manager
– 2-rows, 2-columns, custom design
• Section Properties Panel
– Display as Tab
– Common Dimensions
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 13
• 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
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 14
Data Form Designer
Data Validation Rule Builder
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Process Management
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 15
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
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 16
Process Management
Matrix-based and Dynamic Promotional Path
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 17
• Support matrix organization
• Data driven promotional path
– Dynamically add reviewers and update promotional paths based
on data
– Leverage threshold-based submission
Process Management
End User Experience
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 18
• 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
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End User Experience
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 19
End User Experience
Ad-hoc mode, Filtering & Sorting, Data cell Menu
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 20
• 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
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SmartView for MS Office
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 21
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
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 22
Smart View for MS Office
All key Planning web capabilities available within Excel
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 23
• 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
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 24
Smart View for MS Office
All key Planning web capabilities available within Excel
• Process Management
– Promotional Path
– Change Status
– Additional Approval Validation
– Out of Office Assistant
• Traffic Lighting & Data Validation
– Visual clues
– Validation Message
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 25
Smart View for MS Office
All key Planning web capabilities available within Excel
• 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
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 26
Smart View for MS Office
All key Planning web capabilities available within Excel
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Financial Reporting Budget
Book
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 27
Budget Book
Financial Reporting Book and Batch
• Define 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
• HTML batch outputs for web site contents
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 28
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Reporting Application
Integration
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 29
Reporting Application Integration
BSO to ASO integration
• Map Planning application to Reporting application
• Dimensions & Smart Lists mapping
• Point of View definition
• Reporting & Analysis on top of Planning Smart List
values
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 30
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Company Confidential – Version for Internal Use Only 31