About Hyperion Products

Disclaimer

These slides represent the work and opinions of the presenter and do not constitute official positions of Hyperion or any other organization. This material has not been peer reviewed and is presented here with the permission of the presenter. This material should not should not be reproduced without the written permission of interRel Consulting.

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Look Smarter Than You Are with Essbase


3 Essbase Books Available:
Complete Guide
System 9 Complete Guide
End User Guide
Find out more at www.interrel.com
Buy a copy at the Collaborate bookstore
Search lulu.com for ‘Essbase’ to see all 3 books 2

Copyright © 2007, Hyperion. All rights reserved.

Introduction to Hyperion (Oracle EPM System)

Agenda


What is System 9?
What is Oracle EPM System Fusion?
Intro to the Products
Essbase
Reporting and analysis tools
Budget and forecasting with Planning
Consolidations with Financial Management
Common maintenance in Shared Services
Enterprise master data management with Data Relationship Management
Integrated ETL tools

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What is System 9?


Pre-system 9 Hyperion had multiple, independent products
No common security
Different user interfaces and log ins to the products
No integration between the Hyperion products
Add-ins for Excel only
System 9 introduced some BIG enhancements
Common security across ALL products
Single web user interface for reporting and analysis, Financial Management and Planning tools
One interface to get to any type of data source
Jump back and forth between the Hyperion products


Integration with ALL Office products (Word, Ppt, and Excel)

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What is Oracle EPM System Fusion 11?


“…integration of Hyperion’s market-leading performance management applications and BI technologies with Oracle’s BI foundation, Fusion Middleware stack, and ERP applications.”
The following are the key attributes of Oracle’s EPM System, Fusion Edition:
Leverages Oracle Fusion Middleware
Built using SOA standards
Hot-pluggable with any data source
Enhances ERP applications without migration or upgrade
Data and process integration with Oracle transaction systems – EBS, Psoft, Fusion
Strategic products for the future 6

What is Oracle EPM System Fusion?


New name for System 9
The next big release for the Hyperion products
Windows only release – July 2008
Full platform release – Fall 2008
Align version numbers with Oracle
Menu item is now not Hyperion but Oracle EPM System
Same System 9 Functionality with some BIG enhancements
Much improved EPMA
Essbase Studio
Varying attributes
Text and dates in cells for Essbase

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Oracle EPM System Fusion
Oracle® Hyperion Performance Management Applications, Fusion Edition
Oracle® Hyperion Financial Management, Fusion Edition
Oracle® Hyperion Financial Data Quality Management, Fusion Edition
Oracle® Hyperion Planning, Fusion Edition
Oracle® Hyperion Workforce Planning, Fusion Edition
Oracle® Hyperion Capital Asset Planning, Fusion Edition
Oracle® Strategic Operational Planning, Fusion Edition
Oracle® Hyperion Strategic Finance, Fusion Edition
Oracle® Crystal Ball, Fusion Edition
Oracle® Hyperion Performance Scorecard, Fusion Edition
Oracle® Hyperion Profitability and Cost Management, Fusion Edition 8

Oracle EPM System Fusion


Oracle’s Business Intelligence Foundation
Oracle® Essbase
Oracle® Essbase Visual Explorer
Oracle® Hyperion Financial Reporting, Fusion Edition
Oracle’s Hyperion® Web Analysis
Oracle’s Hyperion® Interactive Reporting
Oracle’s Hyperion® SQR Production Reporting
Oracle® Fusion Middleware
Oracle® Hyperion Data Relationship Management, Fusion Edition

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Essbase











Essbase is THE online analytical processing solution Broadest Analytic functionality
Drill, pivot, select, compare, rank, sort, filter, group, stack, calculate, annotate and write back High-speed reporting of information
Speed of thought
Reporting tools are enabled by the outline
Follow the business thought / organization view of the data Highly advanced calculation engine
Aggregations, allocations, conditional, procedural, subsets Enterprise-wide data analysis Optimized storage
BSO
ASO
Relational storage



Hybrid Analysis / EIS pre-System 9 and System 9 Studio / XOLAP – Essbase 11 10

How Essbase Thinks








Multidimensional cubes Dimensions
Common grouping or hierarchy of master data
Organization
Product
Accounts Multidimensional view •JAN

•LA

•SALES •ACTUAL •500

•JAN

•SF

•SALES •ACTUAL •250

•JAN

•PHX

•MARGIN •BUDGET •180

•FEB

•LA

•SALES •BUDGET •300

•FEB

•SF

•MARGIN •ACTUAL •400

•WEST

•Actuals

•Budget

•Sales •Margin •Sales •Margin

•L.A. •S.F. •PHX •DEN

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Advantages of Hyperion Essbase

Flexible Shared Secure Fast Analytic capabilities – drilling, swap rows and columns, and more
Scalable








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Flexible

Financial Consolidation and Reporting

Sales Tracking & Analysis

Essbase OLAP Server

Product Line Analysis

Executive Information Systems (EIS)

Planning & Budgeting Performance and Variance Reporting

Flexible


Blank sheet of paper
Essbase can be designed and tailored for any business, any industry, any application
The only requirement is that you need to perform analysis and reporting across dimensions of data

Flexible-Custom Dimensions
Dimensions are defined by the customer
How should Time Periods look? When does the Fiscal Year begin
How should the Product dimension look?
What slices of data do we need to view?

Flexible–Custom Calcs & Business Rules Aggregations Allocations Scenario planning Automated business logic Driver based logic 350 functions Single point of maintenance Financial intelligence
Understands expense reporting for variances
Time intelligence
YTD
Aggregation over time (headcount)











How Much Detail?
Virtually no limit to the level of detail with Aggregate Storage Option (ASO) Essbase Databases
Also called Enterprise Analytics in some places
New method for storing/calculating databases
New storage kernel built to handle ASO databases
Calculates 10-100x faster
Stores up to 252 dimension combinations
Which means … Lots of dimensions, lots of members

ASO Databases
ASO addresses the following types of databases:
Read-only
“Rack and stack”
Large dimensions
Detailed databases are possible
Customer analysis—data is analyzed from any dimension and there are potentially millions of customers
Procurement analysis—many products are tracked across many vendors
Logistics analysis—near real-time updates of product shipments
Market Basket analysis—products purchased along with other products

BSO vs. ASO •BSO Outline

•ASO Outline

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Shared


Central repository
Data
Master data
Business rules
Single version of the truth
Write back capabilities

Secure


Security defined from a high level down to the individual cell level
External authentication
Leverage externally defined users and groups

Fast – End User Perspective


Drill from upper levels to lower levels in seconds (or even faster)
Easy to learn and use interfaces
Excel
Hyperion Reporting and Analysis tools like Web Analysis, Interactive Reporting, and Financial Reporting

Fast – Administrator Perspective


Easy to use interface with the Administration Services console
Manage entire Essbase environment from one place
Click and drag capabilities to manage dimensions
Automated processes
Triggers
Built in Financial Intelligence
Distributed administrators
New in Essbase Fusion 11 – Essbase Studio

Create and Move a Member

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Analysis Capabilities
Drill up and down, pivot rows and columns, keep only / remove only
With Web Analysis
Advanced Analysis and Dashboarding
Traffic Lighting
Sorting
Retrieve Top / Bottom
With Financial Reporting
Printed formatted books of reports
With Interactive Reporting
Advanced Analysis and Dashboarding
Integrate relational and multi-dimensional data
Future… OBIEE Answers+

Fast and Easy to Use

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Scalable








Scale to thousands of users across the world Large volumes of data Large number of applications High concurrency 64 bit now available

XOLAP


Hybrid data storage efficiency
Outline in Essbase
Fact data in relational databases
Reduced data store and data movement
Drill Through
Enhanced in the Studio
Drill on members or data
Contextual drill through
Drills added without cube maintenance

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Smart Space


Personalized information delivery solution for BI and EPM that use desktop gadgets
Increase adoption of the tools
Easy to use
Point, click, done
Personalized
Integrated collaboration
Discussions, meetings, notifications
Content sharing
Archive threads for archiving
Smart Space Development Kit

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Workspace


Single thin client environment bringing all of the Hyperion products together in one tool
Standardizes the delivery of business intelligence
Provides a centralized repository
Meets full range of reporting requirements
Empowers users with personalized dashboards
Provides advanced analytic capabilities
Accesses any data source – relational, multidimensional, file based systems
“Windows on the Web”
Personalize document preferences, search explore and access, “Save a favorite report” Copyright © 2005, Hyperion. All rights reserved.

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Workspace Folder for organization Financial Reporting report Interactive Reporting dashboard Financial Reporting book Web Analysis spreadsheet

Workspace Features and Functions


Create Interactive Reporting documents (relational queries), books, or batches
BQY
Table, Pivot, Chart
Create Web Analysis documents (OLAP queries)
Create books and batches for Financial Reporting documents
View Financial Reporting documents
Schedule batches, jobs or events to automatically create reports or notifications
Personalize the Workspace for individual users

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Open a Financial Reporting Document

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Open Interactive Reporting Dashboard

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Content Creation


Wizard driven, guiding users through the steps of creating content
By content, we mean Web Analysis document, a book, etc.
Via Workspace, users can:
Create Interactive Reporting documents (relational queries), books, or batches; Authoring Studio launched
Create Web Analysis documents (OLAP queries); Authoring Studio launched
Create books and batches for Financial Reporting documents
Users CANNOT create Financial Reporting reports via Workspace; Client studio is required

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Favorites


Quick access to frequently used items and documents

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Navigating the Workspace

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Web Analysis


Module primarily utilized for advanced analysis capabilities against OLAP data sources
Analysis focused
Adhoc querying
Dashboard creation
Previously known as Hyperion Analyzer

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Dashboards

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Analysis Documents

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Analysis Documents

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Analysis Documents

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Analysis Documents

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Financial Reporting


Module primarily utilized for highly formatted financial and operating reports against OLAP, Planning, and HFM sources
Create books and batches
Schedule process
Previously known as Hyperion Reports

44

Interactive Reporting
Module primarily used to create adhoc, relational queries and dashboards
New in 9.3.1 – CubeQuery for Essbase
Dashboard creation via wizards and templates
Previously known as Hyperion Intelligence (Brio) 45

Production Reporting


Primarily used to create high volume, enterprise-wide production reports against relational sources
Previously known as SQR

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Integration with Microsoft Office - Smartview


Common add-in to provide integration with Microsoft Office for HFM, HP, Web Analysis, Financial Reporting, and Interactive Reporting
Import Web Analysis, Financial Reporting, and Interactive Reporting report images and grids into Microsoft products
Take advantage of Microsoft Office features like Smart Tags to add a single value and import reports
Enter plans and run Business Rules in Excel
Run consolidations and enter journal entries in Excel for Financial Management
Provides single Excel interface for HFM and HP
Replaces Planning Spreadsheet Add-in and HFM Spreadsheet add-in 47

Supported Data Sources

Essbase Financial Management Planning Reporting and Analysis
Financial Reporting
Web Analysis
Interactive Reporting
Production Reporting
OBIEE in version 11







Smart View – Data Points & Visualization

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Smart View and Planning

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Hyperion Planning


Centralized, Webbased planning, budgeting, and forecasting solution
Workflow and process management
Flexible modeling
Powerful reporting and analysis
Business Rules
Task Lists

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Navigate to Planning

Enter Plan Data and Submit for Review

Hyperion Financial Management


Leading financial consolidation and reporting application
Audit trails and workflow
Versatile scenario management
Includes features for intercompany eliminations, multi-currency translations, and minority interest calculations

54

Shared Services

User Provisioning EPM Architect Life Cycle Management (coming in 11) Core Services (the underlying “plumbing” for System 9)
Session management
Authentication and authorization
Repository services
Logging and usage
eLicensing (in older versions of System 9)





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User Provisioning


Enables user management across all Hyperion products
Enables single sign on to all Hyperion System 9 products
External authentication to LDAP, MSAD, or NTLM
Leverage external users and groups
Create native users and groups
Assign roles to users and groups
Security reporting
Exception
Create Essbase filters in EAS
Assign document security in the Workspace 56

User Provisioning

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eLicensing


Beginning in 931 – NO MORE LICENSE SERVER
Part of Shared Services if you are pre-931
Centralized license management with flexible way to govern pools of licenses and meet audit requirements
Improvements from eLicensing in Essbase 7.1.2







Users are not tied to a server Users are now tied to a deployment Essbase server host name is not required License server host name is still required No need for backup server host name for Essbase Temporary license expires in 90 days

58

EPM Architect


Build, deploy, and manage all financial applications
Single environment to design all Hyperion Applications
Planning
HFM
Essbase
Drag and drop capabilities
Visual interface to manage, link, and synchronize applications

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Dimensions Library


One location to create & maintain dimensions
Dimensions consists of global properties as well as application specific properties
Dimensions can be used in multiple applications
Replaces the metadata managers in Hyperion Planning and Financial Management
Can view hierarchies in HP and FM but you can’t change them

60

Dimension Library


Master View – The consolidated view of the Dimension Library
Application View – The view of dimensions and hierarchies that are contained within a single application.
Available Application Types
Hyperion Financial Management
Hyperion Planning
Essbase for Reporting Cubes only
Generic (Template)

61

Dimension Library


The Master View contains a Master Set of Properties that are valid for the Master Member
When an Application View is created, the member will inherit the Master View member properties
Users can override the Master View properties in the Application View

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Dimensions Library

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View Application Information

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Data Synchronization View

• Easily see source and destination applications base on data flows • Navigate to data synchronization details 65

Data Synchronizer Mappings

• Easily see source and destination dimensional members • Ability to click on each mapping and see details 66

Data Relationship Management


Part of Foundation Services
Allows business users to manage master data (dimensions, hierarchies, etc.)
Provides audit controls and accountability
Allows synchronization of master data across Hyperion products
E.g. update the Organization dimension in Planning, HFM, and Essbase


Allows for the management and automation of business rules
Improve your change management process and communications
Quickly remap historical data on demand
Deliver Web-publishing, -viewing, and -download capabilities 67

Hyperion Financial Data Quality Management (FDM)


Previously known as Upstream
Hyperion bought Upstream last spring; Reintroduced the product as Financial Data Quality Management (FDM)
Name: WebLink 8.3 DataMart (DM)
WebLink provides a single, systematic process for loading data from disparate systems into target analytical applications
WebLink provides visibility, traceability, integrity and verification processes

68

Process Monitoring


Graphical Process Monitoring from source applications to target applications
Orange fish = good - the current step worked properly and you can move on to the next step
White fish = bad - something must be fixed before moving on to the next step
6 step process







Create GL File Import GL File Validate Source Data Export Data to the target application Load Data Pass Validation Check report

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Import Data

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Benefits of Data Quality Management









Faith in the numbers Error detection, control and prevention Faster close cycles Insight and visibility into the numbers Compliance More productive staff
No more “finding the missing data” or correcting errors

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ETL Tools


HAL (Hyperion Application Link)
Going away
Required for Planning (EPMA is the new way)
DIM (Data Integration Management)
Informatica repackaged
True ETL tool
ODI (Oracle Data Integration)
The future


Hyperion adapters for all

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Agenda


What is System 9?
What is Oracle EPM System?
Intro to the Products
Essbase
Reporting and analysis tools
Budget and forecasting with Planning
Consolidations with Financial Management
Common maintenance in Shared Services
Enterprise master data management with Data Relationship Management
Integrated ETL tools

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Thank you!! Free webcasts – Thursday, 1pm CST

Tracy McMullen, interRel Consulting

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