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Evgeniy Galanzovsky PROMATIS software GmbH Bonn, 09.06.2016 Make your Financial Reports Look Smarter Than They Are: Smart View Best Reporting Practice

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Page 1: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

Evgeniy GalanzovskyPROMATIS software GmbHBonn, 09.06.2016

Make your Financial Reports Look Smarter Than They Are:

Smart View Best Reporting Practice

Page 2: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH2

Introduction

Smart View

Reporting Best Practice

Smart View (HsGetValue, HsSetValue)

Agenda

13. Juni 2016

Page 3: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH3 13. Juni 2016

Evgeniy Galanzovsky

About 10 years experience in Oracle EPM

Areas of specialities including:

• Essbase

• Planning

• Financial Reporting Studio

• FDMEE

• Hyperion Strategic Finance

• Smart View

• Hyperion Infrastructure

• OBIEE / BI

• OEBS

• Fusion ERP

Page 4: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH4

IntroductionTypes of Reporting

13. Juni 2016

Tax Reporting Financial ReportingManagement

Reporting

Page 5: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH5

IntroductionTypes of Reporting

13. Juni 2016

Tax Reporting Financial ReportingManagement

Reporting

√ √

There are no rules.

Requirements are not defined.

Requirements are defined during the project.

Page 6: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH6

Introduction

13. Juni 2016

Page 7: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH7

Introduction

13. Juni 2016

Page 8: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH8

Introduction

13. Juni 2016

Page 9: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH9

Introduction

13. Juni 2016

Page 10: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH10

Introduction

13. Juni 2016

Page 11: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH11

Introduction

13. Juni 2016

Page 12: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH12

Smart View Introduction

13. Juni 2016

Essbase

Smart View – MS Office Add-Ins

Page 13: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH13

Smart View Introduction

13. Juni 2016

Essbase

Smart View – MS Office Add-Ins

Page 14: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH14

Reporting Best PracticeGeneral Requirements to Reports

13. Juni 2016

Easy to read and understand

Page 15: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH15

Reporting Best PracticeGeneral Requirements to Reports

13. Juni 2016

Easy to read and understand

One screen FormattingOnly relevant

data

Page 16: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH16

Reporting Best PracticeOne Screen

13. Juni 2016

Page 17: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH17

Reporting Best PracticeOne Screen

13. Juni 2016

Page 18: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH18

Reporting Best PracticeOne Screen

13. Juni 2016

Reporting <> Analysis

Page 19: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH19

Reporting Best PracticeOne Screen

13. Juni 2016

Report - it is the starting page

Page 20: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH20

Reporting Best PracticeOne Screen

13. Juni 2016

Report - it is the starting page

Report – answer on the question “What is going on”Analysis – answer on the question “Why it happens”

Page 21: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH21

Reporting Best PracticeOne Screen

13. Juni 2016

Page 22: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH22

Reporting Best PracticeOne Screen

13. Juni 2016

Page 23: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH23

Reporting Best PracticeOne Screen

13. Juni 2016

Page 24: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH24

Reporting Best PracticeOne Screen

13. Juni 2016

Page 25: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH25

Reporting Best PracticeOne Screen

13. Juni 2016

Page 26: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH26

Reporting Best PracticeOne Screen

13. Juni 2016

Page 27: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH27

Reporting Best PracticeGeneral Requirements to Reports

13. Juni 2016

Easy to read and understand

One screen FormattingOnly relevant

data

Page 28: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH28

Reporting Best PracticeFormatting

13. Juni 2016

Page 29: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH29

Reporting Best PracticeFormatting

13. Juni 2016

Page 30: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH30

Reporting Best PracticeFormatting

13. Juni 2016

Page 31: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH31 13. Juni 2016

Reporting Best PracticeFormatting Graph (1)

Page 32: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH32 13. Juni 2016

Reporting Best PracticePay Attention on the Content of Comparison

Relevant data

Current Year vs. Previous Year

Current Month vs. Previous Month

Current Month vs. Same Month Previous Year

Not Relevant data

May 2016 vs. Jan 2016

Revenue Current Year vs. Revenue Previous Year (in case of acquisition)

In order to implement such reports, it is better to use scenario dimension

m3 vs. Units

Page 33: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH33

Reporting Best PracticeFormatting Graph (2)

13. Juni 2016

Page 34: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH34

Reporting Best PracticeFormatting Graph (3)

13. Juni 2016

Page 35: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH35 13. Juni 2016

Smart View Demo

HsGetValue

HsSetValue

Page 36: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH36 13. Juni 2016

Smart View Demo

Page 37: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH37 13. Juni 2016

Best Practice Reports

Page 38: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH38 13. Juni 2016

Best Practice Reports

Page 39: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

© 2016 PROMATIS software GmbH39 13. Juni 2016

Best Practice Reports

Page 40: Make your Financial Reports Look Smarter Than …€¦ · Make your Financial Reports Look Smarter Than They Are: ... •FDMEE •Hyperion Strategic Finance •Smart View •Hyperion

PROMATIS software GmbHPforzheimer Str. 16076275 Ettlingen (TechnologieRegion Karlsruhe)

Tel. +49 7243 2179 0Fax +49 7243 2179 99

E-Mail:Web: www.promatis.de

www.horus.bizwww.prociris.biz

© 2016 PROMATIS software GmbH40 13. Juni 2016

Kontakt

[email protected]

Evgeniy GalanzovskySenior Consultant

http://www.promatis.de/produkte/best-practices/
http://www.horus.biz/
http://www.prociris.biz/

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