getting the most out of epm what is new in hfm 11.1.2.2

www.finitsolutions.com

Getting the Most out of EPMWhat’s New in Hyperion Financial Management 11.1.2.2

October 19th, 2012Erich Ranz ([email protected])

www.finitsolutions.com‐ 2 ‐

Finit IntroductionFinit Solutions specializes in consulting services in the Oracle Hyperion Enterprise Performance Management Solutions suite of products:Financial Close and Consolidation– Financial Management (HFM)– Hyperion Enterprise (HE)– Financial Close Management (FCM)– Disclosure Management (DM)– Account Reconciliation Module (ARM)

Integration– Financial Data Quality Management (FDM)– Oracle Data Integrator (ODI)– Enterprise Performance Management

Architect (EPMA)– Data Relationship Management (DRM)– Other (ERPi, EIS, etc.)

Planning and Business Intelligence– Planning

– Core Planning– Modules (Workforce, CapEx,

Project Financial Planning)– Essbase (ASO / BSO)– Essbase Analytics Link (EAL)

Reporting Tools– Financial Reporting– Smart View / Essbase Excel Add‐In– OBIEE– Financial Management Analytics (OFMA)– Web Analysis + HPCM


Finit Services Finit’s consulting services cover a broad range of implementation and post implementation options.

Finit Solutions: Implementation Services– Full cycle implementations

– Discovery and Requirements– Global Design– Detailed Design and Build– Testing and Training– Deploy

– Infrastructure Services– Data Services (historical data, GL data

integration)– Project / Program Management– Product Upgrades– Redesign / Enhancements

Finit Answers: Post Implementation Support– Access to Hyperion SME’s (Dedicated

support team and available consultants)– Customer Service Focus– Time and Materials Support– Flexible support packages tailored to

client needs– Guaranteed Response Times– Technical and Admin / Functional

Support– Short‐term remote staff augmentation

services


We strongly believe that Service + Solutions = Maximum ValueService– Consultant compensation model is based upon client satisfaction with

consultant’s work, not how many hours they charge.– Finit has no external owners and Finit partners are involved in every full‐

cycle implementation.– Finit uses its own employees, not contractors.Solutions– Finit consultants are Hyperion product experts who enjoy designing, building

and deploying great solutions, applications and processes.– Finit works closely with Oracle Hyperion development on product strategy

and beta testing.– Finit consultants receive 2 weeks of product / functional training a year.– Finit Answers provides support services on a pay‐as‐you‐use model.

Finit’s Focus


Finit’s Values


Our client service approach has led to 100% customer satisfaction for every Finit client (170 and counting) for every Oracle Hyperion project (over 300 and counting).

Finit’s Client Service


•Some Finit Clients


Question and Answer


About the Presenter

Erich Ranz ([email protected])

• Former HFM/FDM administrator

• 7 years experience with Hyperion products

• 12 years in Finance• Based in Wichita, KS


Configurable Dimensionality User Interface Demo Q and A

Agenda


Separate download files for each client utility. Server configuration automated. HFM‐specific configuration steps simplified. New FR print server. Web applications deployed into a single, managed server. Configuration Utility

Installation


Internet Explorer 9 Smart View supports the 64‐bit version of Microsoft Office 2010

New Product Support


More than four custom dimensions available At least two custom dimensions

required Usage similar to Essbase Can be stacked or used for

unique purposes

Dimension size guidelines Large (up to 2 billion members) Medium (up to 32,000 members) Small (up to 128 members)

Configurable Dimensionality


Enhanced to support configurable dimensionality. Upgrades:

Member Lists Data Grids Data Forms Journal Reports Intercompany Reports

Custom1 Example Pre Conversion: Short label: C1, Long label: Custom1, Alias: Products Post Conversion: Short label: C1, Long label: Products Other metadata properties/settings remain unchanged

Application Upgrade Utility


Rules file might require updating if: More than four custom dimensions have been defined Custom Short Names have been set as something other than “C1”, “C2”, “C3”, and “C4”

Rules file will not require updating if: No new custom dimensions are added Custom Short Names have been set as “C1”, “C2”, “C3”, and “C4”

Rules syntax remains the same

Rules File


New Rule FunctionsFunction DescriptionApplicationName Returns the name of the application in which rules are running.

ContainsCellTextWithLabel Determines if the cell contains cell text for the specified label and updates the cell text information.

CustomTop Returns the CustomTop member for the current or specified Account member.DataUnitItem Returns the data unit item to process during consolidation, calculation, or translation.DefaultParent Gets the default parent for the current Account member or a specified Account member.

GetCellTextWithLabel Gets the cell text from the Point of View for the specified cell text label. CellTextLabel is either the default cell text label (“[Default]”) or one of the valid loaded cell text labels.

GetCustomLabelArray Returns a list of Custom dimension labels in an array. Returns two arrays, one with Custom short names and one with Custom long names.

GetItemExtDim

Gets an individual record to process for consolidation. This function is used when you have more than four Custom dimensions. Returned is a two dimension array containing the dimension information with dimension label in Dimension 1 and member name in Dimension 2.

GetItemIDs2ExtDim

Using dimension IDs, gets an individual record to process for consolidation. This function is used when you have more than four Custom dimensions. Returned is a two dimension array containing the IDs for both the dimension and member.

NumCustom

Returns the total number of Custom dimensions defined for the application. For example, if you create five Custom dimensions, delete one Custom dimension, and add two Custom dimensions, the value returned for this function should be six, which is the total number of Custom dimensions defined for the application.

SetCellTextWithLabel Updates the cell text information for a specified POV and cell text label.


GetItemExtDim 11.1.2.1 and prior

11.1.2.2


Support for multiple applications in Workspace Support for multiple modules and documents in an application

New Interface Enhancements

11.1.2.1 11.1.2.2

01 Multiple Apps and Modules.mp4


Menu Navigation and Layout 11.1.2.1 Load Tasks


Menu Navigation and Layout 11.1.2.1 Left Hand Pane 11.1.2.2 Demo

02 Menu Navigation and Layout.mp4


Point of View Improvements 11.1.2.1 POV

11.1.2.2 Demo

03 Point of View Improvements.mp4


Improved Document Manager 11.1.2.1


Improved Document Manager 11.1.2.2


Improved Data Grid UI 11.1.2.2

04 Data Grid UI.mp4


Improved Data Form UI 11.1.2.2

04 Data Form UI.mp4


Improved Journals UI 11.1.2.1 Journal Entry and Process Journals


Improved Journals UI 11.1.2.2 Manage Journals

05 Journal UI.mp4


Extract Data Process 11.1.2.1 Extract Data

Limited options No journals Base members

11.1.2.2 Extract Data Incorporation of Extended Analytics Flat file no longer zipped

06 Extract Data.mp4


Win32 Client Changes 11.1.2.1 11.1.2.2


Hosted Online Help 11.1.2.1 11.1.2.2


SmartView

MS Office 2010 64‐bit support Excel Formatting Enhancements Data grids opened through SmartView New VBA Functions New Panel and Connection buttons HsGetValue function

07 SmartView.mp4


Questions?

Email us for acopy of the slides or

link to the recording.

Finit Contacts

[email protected]

‐> Erich [email protected]‐221‐4984

More EPM [email protected]

getting the most out of epm what is new in hfm 11.1.2.2

Technology

finit solutions

formerhfmfdm administrator

yearsinfinance basedinwichita

aboutthepresenter erichranz