Hot Topics and Emerging Trends in Hyperion Planning

March 20th, 2012

Chris Churchill VP Planning & Essbase Practice

Edgewater Ranzal

► Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for over 700 companies (1,000+ projects)

► One of the largest Hyperion Practices in the U.S. with global presence

► Oracle / Hyperion Platinum Partner - Highest Status ► Vertical Expertise with High-Profile Clients from Coast to

Coast ► Cover all requirements from pre-implementation process

design through infrastructure and training ► “One Stop Shop” for ALL EPM Implementation needs

About Ranzal

Alignment of Emerging Trends in Organizational Planning processes

with Oracle EPM Strategic Direction

Presentation Theme

Oracle Disclaimer

► Audience Poll

► Integrated Planning – Defined

– Oracle’s Vision

– Incorporation of Oracle Vision into 11.1.2.2

– Rolling Forecasts

► Data and Metadata Integration

► Integrated Analytics – Essbase / OBIE

– Exalytics

– Unstructured Data

Agenda

Integrated Planning

Integrated Planning A Closed Loop Planning Process

Why Integrated Planning?

► Measure Financial Impact of Strategic Objectives

► Develop Rolling Forecast Process

► Focus on Drivers, Not Details

► Link Human Resource and Capital Allocation Plans

► Link Operational Planning Models with the Financial Plan

► Allow for What If Scenario Analysis

► Mitigate Risk and Uncertainty

► Measure True Variance

Best Practices in Planning

► Spring, Early Summer Anticipated Release

► Significant Changes to Planning

► Significant Changes to HFM

► Micro Costing in HPCM

► DRM – EPMA Integration

► Not a traditional dot release

► Upgrade Path – Similar to 11.1.2.1

Planning Release 11.1.2.2

► Project Planning Application

► Native Rolling Forecast Functionality

► Strategic Planning in Smart View

► Predictive Planning Capabilities

► Enhanced Task Lists and Workflow Capabilities

► Enhanced UI using ADF – Charting

– Multiple Comments / Documents

– Formatting Comments, Instructions

– Audit Logging in Grid

Integrated Planning in 11.1.2.2

Integrated Planning A Closed Loop Planning Process

► Address the disconnect between project management decisions and financial decisions

► Calculate Project Financial Impacts

► Capital, Contract and Indirect Projects

► Risk and Governance Management for Projects

Planning 11.1.2.2 Project Planning

Planning 11.1.2.2 Look & Feel

Planning 11.1.2.2 Audit Logging

Planning 11.1.2.2 Charting

Planning 11.1.2.2 Rolling Forecast

Planning 11.1.2.2 Predictive Planning

Planning 11.1.2.2 HSF / Smart View

Planning 11.1.2.2 HSF / Smart View

Integration

► Two Primary Integration Points

► Metadata – Refers to the structures, hierarchies, and members that

provide structure to data – Metadata is used to define forms, reports, and business

modeling logic within the applications

► Data – Data Elements Loaded into the EPM System – Loaded to Intersections of Metadata

Integration Defined

Tools to Maintain and Administer Metadata within the EPM Platform

► Data Relationship Management (DRM)

– Dimensional Maintenance Across EPM, BI, Data Warehouse, and ERP

► Enterprise Performance Management Architect (EPMA) – EPM Application Management Platform – Metadata Management is a Component

► Classic – EPM Application Specific

Metadata Management

DRM

► NOT GOING AWAY ► Version Matters

– Stable – 11.1.2.1, 11.1.1.3.05 – Unstable – 11.1.1.3, 11.1.2.0, 9X

► Metadata Management is a Component of EPMA ► Simplified EPM Process Design ► Expedite Deployment of EPM Applications ► EPMA Includes:

– Dimension Library – Application Library – Calculation Manager – Data Synch – Application Upgrade – Job Console

EPMA

DRM & EPMA 11.1.2.2 Complementary Solutions

► Tools – ODI

– Informatica

– FDM / ERPI

– EAL

► Point Solutions – EPMA Data Synch

– Outline Load Utility

– Text Files / SQL Loads with Essbase Load Rules

Moving Metadata & Data (ETL)

► Facilitate Management Reporting – Merge Plan, Operational, and KPI data with Actuals from HFM in one

location – Leverage Essbase’s advanced Analytics capabilities – Leverage user familiarity with Essbase and Oracle Reporting tools

► Reduced cost of ownership – Ensures data integrity – Basic knowledge of Essbase necessary in support of ‘bridges’, or

integrations – Basic knowledge of RDBMS necessary in support of data mappings – Simple and easy compared to alternatives – Secured via Hyperion Shared Services Provisioning

► Feeds for External Systems – Output HFM Data to relational targets

Essbase Analytics Link (EAL)

► Synchronize Data from HFM to: – Essbase – Planning – RDBMS Targets

► Synchronize Metadata from HFM to: – Essbase – RDBMS targets

► Synchronize Security from HFM to: – Essbase

► On Demand / Scheduled – Transparent Partition – Replicated Partition

► Persistent Connection from HFM to Essbase or Planning Target – Transparent Partition

Essbase Analytics Link (EAL)

► Real time data flow with Transparent Partition – Use Case:

• Reporting requirement for live link to HFM Data • No requirement to use HFM data in a Calculation Script

► Near real time data flow (scheduled) with Replicated Partition

– Business requirement to use Actuals in a Calculation Script – Note: Replicated partitions create data blocks

• Useful for using actuals as a basis for Plan, or as a basis to allocate data such as administrative expenses or revenue

– Tip: for replication, it is necessary to test performance on the amount of time it takes to synchronize and create blocks. It may not be reasonable to replicate an entire HFM app to Essbase. Consider limiting years, etc.,

► Use both methods, provided mappings will not overlap

EAL Design Considerations

► Synch Data between EPM Applications – HFM to Planning

– HFM to Essbase

– HFM to HFM

– Planning to Planning

– Planning to Essbase

► Data Synchronization will derive mappings from the hierarchy, and is must faster than XREF and Extended Analytics

► Limited Mapping Capabilities

EPMA Data Synch

Integrated Analytics

Integrated Analytics Essbase & OBIE

What is Exalytics?

An Engineered System for BI

What is an Engineered System?

Engineered systems are pre-integrated to reduce the cost and complexity of IT infrastructures while increasing productivity and performance. Engineered systems include optimizations at every layer of the stack to simplify data center operations, drive down costs, and accelerate business innovation

Integrated Analytics Exalytics

Integrated Analytics Exalytics

► 6X to 10X Faster Planning Cycles

► 5X to 100X Faster Interactivity for Analysis

► 5X less Development Time for High Performance Reports

► Oracle Exalytics In-Memory Machine X2-4 (Exalytics) – Engineered System with Exalytics Systems Software (Linux x64)

► Oracle Exalytics Software

– Oracle BI Fondation Suite 11.1.1.6 OBIEE Plus • Essbase Plus • Essbase Analytic Link for HFM • Oracle Scorecard & Strategy Management (OSSM) • BI Mobile

– Times Ten In-Memory Database for Exalytics

► Oracle Exalytics Startup Pack

– Advisory Service, Hardware installation Service, Software Configuration Service

Integrated Analytics Exalytics Includes

Speed of Thought Interactive Analysis

► Analytics

– Highly Interactive Analysis – Free Form Data Exploration – View Auto Suggestions – Contextual Actions

► Planning – Faster Cycles – More Scenarios – Better Forecasts

Exalytics What’s Better?

Unstructured Data refers to information that either does not have a pre-defined data model and/or does not fit well into relational tables. Unstructured information is typically text-heavy, but may contain data such as dates, numbers, and facts as well. This results in irregularities and ambiguities that make it difficult to understand using traditional computer programs as compared to data stored in fielded form in databases or annotated (semantically tagged) in documents. ~ Wikipedia Examples – Facebook, Twitter, Blogs, Forums, etc.

Unstructured Data

Helps Organizations Quickly Explore all Relevant Data by:

► Combine structured & unstructured data from disparate systems

► Automatically organize information for search, discovery & analysis

► Rapidly assemble easy to use analysis applications

Endeca Unstructured Analytics

Relevancy of Unstructured Data

Questions / Discussion