What’s In It for Me?

Hyperion Planning
11.1.2.4

Shannon Burket
Lead Consultant
 Agenda

•  Introduction
•  Audience Poll
•  What’s In It for Me?
•  Hyperion Planning
•  Smart View

•  EPM Product Development Focus

•  Questions

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About MindStream Analytics

•  Headquartered in Boston, Massachusetts

•  Specialize in the implementation, optimization and support of best in

breed Performance Management, BI and Data Analytic solutions

•  Oracle Platinum Partner with focused practices in Planning,

Consolidations, Analytics / BI, Infrastructure , EPM Strategy and
Training and Hyperion Managed Services

•  Our people average over 9 years of BI or EPM experience

•  Visit us at www.mindstreamanalytics.com

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 Shannon Burket

•  17+ years of EPM experience

•  Extensive experience in all phases of system development

•  Lead Consultant – MindStream Analytics

Contact Information
Email: [email protected]
Phone: 859-443-9873

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 Audience Poll

•  How many of you are evaluating an upgrade to 11.1.2.4?

•  What version of Planning are you currently using?

•  11.1.2.x

•  11.1.1.4.x

•  11.1.1.0 to 11.1.1.3.x

•  An earlier release

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 What’s In It for Me?
Continued Focus on Enhancing the Simplified User Interface

Hyperion Planning

•  Classic UI No Longer Supported •  Dynamic Dimension Members

•  Simplified Interface Enhancements •  Improved Form Performance
•  Extended to some admin activities
•  Support for Essbase Hybrid BSO
•  Create dashboards and robust
ad-hoc grids •  Other Enhancements
•  “Real” form formatting •  EPM mobile
•  New form design options •  Project Financial Planning
•  New shortcut keys •  Predictive Planning

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Source: Oracle Hyperion Planning New Features Release 11.1.2.4
 What’s In It for Me?
Continued Focus on Enhancing the Simplified User Interface

Hyperion Planning

•  Classic UI No Longer Supported •  Dynamic Dimension Members

•  Simplified Interface Enhancements •  Improved Form Performance
•  Extended to some admin activities
•  Support for Essbase Hybrid BSO
•  Create dashboards and robust
ad-hoc grids •  Other Enhancements
•  “Real” form formatting •  EPM mobile
•  New form design options •  Project Financial Planning
•  New shortcut keys •  Predictive Planning

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Source: Oracle Hyperion Planning New Features Release 11.1.2.4
 Simplified Interface Enhancements
Some Admin Activities Now Available in the Simplified UI

•  Visual Overview of the Application

•  Application Actions
•  Manage Dimensions
•  Does not include adding members
•  Schedule Jobs

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Simplified Interface Enhancements
Some Admin Activities Now Available in the Simplified UI
Visual Overview of the Application
•  # Dimensions per Plan Type
•  Total # of Tasks, Plans, Rules and Approval Hierarchies

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 Simplified Interface Enhancements
Some Admin Activities Now Available in the Simplified UI

Application Actions
•  Import Data
•  Export Data
•  Refresh Database
•  Remove Application
•  Maintenance Time
•  Inbox/Outbox Explorer

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 Simplified Interface Enhancements
Some Admin Activities Now Available in the Simplified UI

Manage Dimensions
•  Create or Rename Dimensions
•  View Dimension Details
•  Modify Storage Settings /
Dimension Order
•  Change Evaluation Order
Note: Does Not Include Adding Members

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 Simplified Interface Enhancements
Some Admin Activities Now Available in the Simplified UI
Schedule Jobs
•  Type, Timing and Frequency
•  Job Details
•  Review

A Wizard Guides You

Through the Process

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 Simplified Interface Enhancements
It Took Less Than 2 Minutes to Create a Dashboard

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 Simplified Interface Enhancements
It’s About Time…“Real” Form Formatting

1.  Open Simple Form in Smart View

2.  Apply Excel Formatting to Form
3.  From Planning Ribbon
a.  Save Formatting
b.  Apply ‘Custom Styles’ or ‘Custom
and Cell Styles’

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 Simplified Interface Enhancements
Enable New Form Features with Grid Options

•  Undo Feature – Undo actions by pressing

Ctrl + Z or clicking ‘Undo’ on the Data tab.
Press Ctrl + Z repeatedly to undo actions
taken since the form was last opened or
refreshed
•  Instant Save – Built-in intelligence quickly
saves new or modified data when ‘Save’ is
clicked
•  Automatic Save – Data is automatically
saved and aggregated when a new cell is
selected
Notes:
A) ‘Run Form Calc on Autosave’ must be enabled for automatic agg
B) Automatic Save only worked in the simplified UI

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 Simplified Interface Enhancements
New Shortcut Keys Available in Simple Forms

•  The New Shortcuts are Divided into 3 Groups

•  Navigation
•  Data Entry
•  Formatting
•  Examples Include
•  Ctrl + Home –navigate to the first cell in the form
•  # + K – use to enter the value in thousands
•  Ctrl + Alt + B – bold a value
•  See Appendices A-C for a full list of shortcuts

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 What’s In It for Me?
Continued Focus on Enhancing the Simplified User Interface

Hyperion Planning

•  Classic UI No Longer Supported •  Dynamic Dimension Members

•  Simplified Interface Enhancements •  Improved Form Performance
•  Extended to some admin activities
•  Support for Essbase Hybrid BSO
•  Create dashboards and robust
ad-hoc grids •  Other Enhancements
•  “Real” form formatting •  EPM mobile
•  New form design options •  Project Financial Planning
•  New shortcut keys •  Predictive Planning

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Source: Oracle Hyperion Planning New Features Release 11.1.2.4
 Dynamic Dimension Members
Create “On the Fly Members”

•  Administrators Enable Members for

Dynamic Children
•  A database refresh is required to
create the placeholder members in
Essbase

•  Users Create “On the Fly Members”

Through Run-Time Prompts

•  Subsequent Database Refreshes

Rename Used Dynamic Children
and Re-Creates Placeholders

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 What’s In It for Me?
Continued Focus on Enhancing the Simplified User Interface

Hyperion Planning

•  Classic UI No Longer Supported •  Dynamic Dimension Members

•  Simplified Interface Enhancements •  Improved Form Performance
•  Extended to some admin activities
•  Support for Essbase Hybrid BSO
•  Create dashboards and robust
ad-hoc grids •  Other Enhancements
•  “Real” form formatting •  EPM mobile
•  New form design options •  Project Financial Planning
•  New shortcut keys •  Predictive Planning

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Source: Oracle Hyperion Planning New Features Release 11.1.2.4
 Other Planning Enhancements
•  Improved Form Performance
•  New client-scripting technologies
•  Faster scrolling, data entry and tabbing
•  33% more load with the same response times
•  Enable compression in the web server or load balancer configuration

•  EPM Mobile
•  Supports critical Close Manager and Oracle Data Relationship
Governance functionality

•  Project Financial Planning

•  Integration with Oracle Primavera P6
•  Incremental deployment of features
•  Support for vendor dimension

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 What’s In It for Me?
Continued Focus on Enhancing the Simplified User Interface

Hyperion Planning

•  Classic UI No Longer Supported •  Dynamic Dimension Members

•  Simplified Interface Enhancements •  Improved Form Performance
•  Extended to some admin activities
•  Support for Essbase Hybrid BSO
•  Create dashboards and robust
ad-hoc grids •  Other Enhancements
•  “Real” form formatting •  EPM mobile
•  New form design options •  Project Financial Planning
•  New shortcut keys •  Predictive Planning

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Source: Oracle Hyperion Planning New Features Release 11.1.2.4
 Other Planning Enhancements, Cont.
Advanced Scenario Modeling and Increased Accuracy

Predictive Planning
•  Quick Predict
•  Chart Series Manipulation
•  Supports Ad-hoc Grids
•  Planning ASO as a Source
•  New Time-Series Methods
•  Damped Trend Smoothing Non-Seasonal
•  Damped Trend Additive Seasonal
•  Damped Trend Multiplicative Season

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 What’s In It for Me?

Smart View

•  Enhanced Submit Data Options •  New Member Selection Dialog

•  Submit without refresh Box for Business Rules
•  Submit data range •  User Name and Password
•  POV and Pivot Enhancements Support for Drill-Through Reports
•  Pivot multiple members •  OBIEE Enhancements
•  Single dimension on POV toolbar •  Filters, prompts and measure
•  New Diagnostic Tools label flexibility

•  Improved Extension Updates •  Sheet Information Improvements

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Source: Oracle Smart View for Office New Features Release 11.1.2.5.400
 What’s In It for Me?

Smart View

•  Enhanced Submit Data Options •  New Member Selection Dialog

•  Submit without refresh Box for Business Rules
•  Submit data range •  User Name and Password
•  POV and Pivot Enhancements Support for Drill-Through Reports
•  Pivot multiple members •  OBIEE Enhancements
•  Single dimension on POV toolbar •  Filters, prompts and measure
•  New Diagnostic Tools label flexibility

•  Improved Extension Updates •  Sheet Information Improvements

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Source: Oracle Smart View for Office New Features Release 11.1.2.5.400
 Smart View: Enhanced Submit Options
Finally….Submit WITHOUT Refresh

•  New Submit Options Available with Essbase and Planning / HFM Ad-Hoc
•  Submit Data Without Refresh
•  Submit modified cells without first refreshing
•  Previously only available for Essbase
•  Submit Data Range
•  Submit selected single cells and/or data ranges
•  Non-selected cells are not submitted

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 What’s In It for Me?

Smart View

•  Enhanced Submit Data Options •  New Member Selection Dialog

•  Submit without refresh Box for Business Rules
•  Submit data range •  User Name and Password
•  POV and Pivot Enhancements Support for Drill-Through Reports
•  Pivot multiple members •  OBIEE Enhancements
•  Single dimension on POV toolbar •  Filters, prompts and measure
•  New Diagnostic Tools label flexibility

•  Improved Extension Updates •  Sheet Information Improvements

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Source: Oracle Smart View for Office New Features Release 11.1.2.5.400
 POV and Pivot Enhancements

•  POV and Pivot Enhancements Available with 11.1.2.4 or Later

•  Pivot Multiple Members from Grid to POV
•  Pivot Multiple Members from POV to Grid
•  Supports A Single Dimension on the POV

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 What’s In It for Me?

Smart View

•  Enhanced Submit Data Options •  New Member Selection Dialog

•  Submit without refresh Box for Business Rules
•  Submit data range •  User Name and Password
•  POV and Pivot Enhancements Support for Drill-Through Reports
•  Pivot multiple members •  OBIEE Enhancements
•  Single dimension on POV toolbar •  Filters, prompts and measure
•  New Diagnostic Tools label flexibility

•  Improved Extension Updates •  Sheet Information Improvements

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Source: Oracle Smart View for Office New Features Release 11.1.2.5.400
 New Diagnostic Tools
•  Diagnostic Tools Available For Smart View Issues
•  Create and collect log files and screenshots
•  Zip evidence and submit file to Oracle Support for analysis

•  Customize Diagnostic Tools

•  Hide data values and member names
•  Select the diagnostic output folder location
•  Allow for automatic screenshots for warnings and error messages

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 What’s In It for Me?

Smart View

•  Enhanced Submit Data Options •  New Member Selection Dialog

•  Submit without refresh Box for Business Rules
•  Submit data range •  User Name and Password
•  POV and Pivot Enhancements Support for Drill-Through Reports
•  Pivot multiple members •  OBIEE Enhancements
•  Single dimension on POV toolbar •  Filters, prompts and measure
•  New Diagnostic Tools label flexibility

•  Improved Extension Updates •  Sheet Information Improvements

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Source: Oracle Smart View for Office New Features Release 11.1.2.5.400
 Improved Extension Updates

•  Administrators Can Customize the Extension Update Process

•  Users control when they install, update and remove extensions
•  Administrators update attributes in the UpdateList.xml manifest file
•  Attribute settings include the provider and per-user extensions
available and the options for installing, updating and removing
extensions
•  Without updates existing auto-update process will remain

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 What’s In It for Me?

Smart View

•  Enhanced Submit Data Options •  New Member Selection Dialog

•  Submit without refresh Box for Business Rules
•  Submit data range •  User Name and Password
•  POV and Pivot Enhancements Support for Drill-Through Reports
•  Pivot multiple members •  OBIEE Enhancements
•  Single dimension on POV toolbar •  Filters, prompts and measure
•  New Diagnostic Tools label flexibility

•  Improved Extension Updates •  Sheet Information Improvements

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Source: Oracle Smart View for Office New Features Release 11.1.2.5.400
 Other Smart View Enhancements

•  New Member Selection Dialog Box for Business Rules

•  The member selection dialog box for business rules and user variables
are the same as the standard member selection dialog box in Smart View
•  Requires Planning 11.1.2.4 or later
•  User Name and Password Support for Drill-Through Reports
•  User name and password prompts are now displayed if required to
access the data source
•  OBIEE Enhancements
•  Value selector presented in groups
•  Measure label elements can be re-ordered for pivot data display style

•  Sheet Information Improvements

•  The sheet information dialog box in Excel now contains consistent
information for Essbase, Planning and HFM

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 EPM Product Development Focus

•  Deliver the Full Range of EPM Applications in the Cloud

•  Innovate with New EPM Applications

•  Continue to Extend the Lead in Existing Applications

•  Exploit Mobile and Social Capabilities to Attract New EPM Users

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Source: Oracle EPM PS4 Updates
 35
Questions

For More Information Contact:

Shannon Burket
Lead Consultant
[email protected]

Del Rogers
VP of Sales
[email protected]

www.mindstreamanalytics.com

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Appendix A: Navigation Shortcuts

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Appendix B: Data Shortcuts

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Appendix C: Formatting Shortcuts

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