Samuli Sipola Principal Solutions Consultant Oracle Oracle Hyperion Enterprise Performance Management – what’s new and COOL in version 11? Samuli Sipola Principal Solutions Consultant Oracle

Agenda Management systems now and needs for tomorrow – the philosophy behind our new product versions Essbase – new features and possibilities Hyperion Enterprise new features Financial Management - new features and possibilities Planning - new features and possibilities New module: Profitability Management Questions, comments, other products?

Management systems today and needs for the future – the philosophy behind our product strategy

Today’s Reality: Management Processes Are Fragmented OPERATIONAL PLANNING SIX SIGMA VARIANCE ANALYSIS Lack of business alignment Low predictability in performance Inconsistency in business decisions ANALYZE PERFORMANCE GOAL SETTING FINANCIAL MODELING SCORECARDS FINANCIAL REPORTING MONITOR RESULTS ROLLING FORECAST

Oracle’s EPM System Integrates Key Management Processes EXTERNAL REPORTING STRATEGIC & PREDICTIVE MODELING INTEGRATED BUSINESS PLANNING PROFITABILITY & COST MANAGEMENT SCORECARDING, MONITORING & ANALYSIS FINANCIAL & MGMT REPORTING BI TOOLS & BI APPLICATIONS, REAL-TIME MONITORING OLAP, DATA WAREHOUSE, DATA MINING DATA INTEGRATION, APPLICATION MANAGEMENT & MASTER DATA MANAGEMENT

Essbase – new features and possibilities

Top Ten Most Influential Technology Innovations Essbase: “The multi-dimensional database technology that put online analytical processing (OLAP) on the business intelligence map. Developed by Arbor Software, it spurred the creation of scores of rival OLAP products - and billions of OLAP cubes” Information Age Magazine August 2005 7

One Analytic Engine For The Entire Business Business rules Forecasting Planning Currency What-if? FINANCIAL Massive data volumes Real time Mining Navigation Sparse dimensions NON-FINANCIAL New

Essbase R9000 thru R9311 Highlights “Everything’s Included” Duplicate Member 64-bit First Class Port Smart View User Provisioning ASO Restructure & Export R9300 64-bit AIX, Solaris, Xeon, and Opteron MaxL Encryption ASO Time Intelligence BSO Subset Export R9310 Oracle Branding ASO Write-back ASO Data Streaming Smart Space “Gadgets” Smart Search Google OneBox Oracle Secure Search R9311 BSO to ASO Partitions Office 2007 Support Smart View “Classic” XL Add-in 9

Essbase 9 Migration @ Before… After… 936 Essbase Applications 6TB of Data Architecture 22 “32-bit” Servers IT “Charge-backs” per Server After… Projecting < 30 Applications Architecture Improvements Movement from “Block” to “Aggregate” Storage Projecting 3-5 “64-bit” Servers = Lower TCO EDW Integration via Essbase Integration Services 10

Premium Performance 1111 Multiple and cross platform deployment Unix and/or Windows 32/64 bit Optimization techniques Partitioning Clustering Tuning Trickle feed Copyright © 2008, Oracle and/or its affiliates. All rights reserved. 1111 11

Oracle Essbase Release 11.1.1 Administration Essbase Studio EAS & EIS Combined Life Cycle Management Common Installer Slowly Changing Attributes Text & Date Measures Oracle BI EE Integration OBI EE as a Data Source Essbase for “Aggregate Persistent Storage” BSO Backup, transaction logging and replay Calendar Function ASO Partial Data Clear Time Intelligence MDX Functions XOLAP (Relational Access) 12

The Essbase Studio Consolidates Cube Construction Activities Replacement for Essbase Integration Services (EIS) & Essbase Administration Services (EAS) Unifies deployment and management of cube factory Unifies modeling of many sources RDBMS | Flat files | EPM Architect Dimensions OBIEE Enables Reuse at a Granular Level Hierarchies | Metrics | Dimension | Elements Lineage Tracking 13

Essbase Studio - Layout 14

Hyperion Enterprise new features

Hyperion Planning, Essbase, Hyperion Financial Management, etc Hyperion Smart View – Oracle’s Fusion Edition Microsoft Office Add-In Hyperion Planning, Essbase, Hyperion Financial Management, etc Single Spreadsheet Hyperion Enterprise

Financial Management - new features and possibilities

Calculation Manager Central repository for EPM Applications Share rules across applications Share individual calculation components Custom folder organization Search / filter Deploy to the application Import and Migrate 19

Lifecycle Management: Overview Execute LCM functionality within Shared Services Move artifacts or entire applications between development, test, and production Using LCM, you can work with the following scenarios: Disconnected environments, where development, test, and production environments are completely isolated Separate Shared Services and separate Performance Management Architect Utilize the file system Connected environment Application to Application direct migration Development Test Production 20

Financial Management Functional Enhancements: Overview 64-bit support Equity pickup Phased submissions enhancements Matching tolerance as a % of transaction Formatting reports with Oracle BI Publisher

64-bit Platform Support The X64-bit platforms (Intel Xeons and AMD Opterons) enable users to leverage all technical advantages that the platform offers. When does this help? Answer: whenever loading subcubes into adressable memory is the performance bottleneck = with large models (extensive metadata structures, lots of data). Please note that if the bottleneck is something else such network bandwith or CPU power, 64-bit does not help. => Identify the limiting factor before moving forward!

64-bit vs 32-bit HFM: performance improvement example Large application with ~2500 entities with many large subcubes. The number of base-level records per year in all subcubes for the Actual scenario and years 2003-2007 was between 2 to 6 million. 10 concurrent consolidations The 64-bit version was run with a cache size of 30M and the 32-bit version used a 2M-record cache. The total memory footprint of the test was 7 GB. Because of the large memory footprint required for this particular test, the 64-bit version is outperforming 32-bit HFM by a factor of 9.5 to 14 times. In a real-life situation, this same load would be handled acceptably by multiple application servers in a cluster. What this implies is that 64-bit HFM can either handle the workload with fewer application servers, or scale beyond what was possible with 32-bit HFM given the same number of servers.

Equity Pickup Is an accounting technique that reevaluates the investments owned by a holding company. The technique adjusts the investments in the company’s balance sheet to reflect the current value of the corresponding share in the equity of the subsidiary.

Matching Tolerance as % of Transaction When specifying a matching tolerance for a period, a user can specify an amount, a percentage, or both for Transaction ID (TID) Tolerance. The percentage is applied to the smaller of the entity or partner transaction.

Planning - new features and possibilities

Dimensions / hierarchy / Data Sync What’s new: 11.1.1 Business Rules Migrate Environment Calc Manager LCM EPMA Smart View Core Planning Excel interface Dimensions / hierarchy / Data Sync 27

Core Planning Enhancements For Planners Attach documents on data forms Show member formulas from data forms Select dates by using a calendar Hide and show rows with no data on data forms Run-time prompt improvements Drill through to Financial Data Quality Management (FDM) 28

Core Planning Enhancements For Interactive Users Display aliases when executing Copy Version Clear supporting detail, account annotations, and cell text Launch Smart View from data forms and create ad hoc reports Run-time prompt improvements Apply security to data form folders Job console redesign Wizard for managing data sources Support for text, date, and Boolean attributes For Administrators 29

Smart View Enhancements for Planning: Smart View Ad Hoc Pivot, zoom Secured write back See line-item detail Display smart lists 30

Calculation Manager Central repository for EPM Applications Share rules across applications Share individual calculation components Custom folder organization Search / filter Deploy to the application Import and Migrate 31

Lifecycle Management: Overview Execute LCM functionality within Shared Services Move artifacts or entire applications between development, test, and production Using LCM, you can work with the following scenarios: Disconnected environments, where development, test, and production environments are completely isolated Separate Shared Services and separate Performance Management Architect Utilize the file system Connected environment Application to Application direct migration Development Test Production 32

New module: Profitability Management

Hyperion Profitability & Cost Management is a New Application EPM Workspace PERFORMANCE MANAGEMENT APPLICATIONS BI Applications Financial Reporting & Compliance BI Applications Strategy Management Business Planning Profitability Management Business Intelligence Foundation Fusion Middleware OLTP & ODS Systems Data Warehouse Data Mart OLAP SAP, Oracle, Siebel, PeopleSoft, Custom Excel XML Business Process

New Application: Oracle Hyperion Profitability and Cost Management A packaged application that enables: Accurate measurement, allocation and management of costs and revenues Computation of Profitability for business, product, and customer segments Profitability measurement by using cost decomposition, consumption-based costing, and scenario playing Designed for the business user 35

Discover Drivers of Costs and Profitability Identify sources and attributes of profitability with multidimensional analysis Improve decisions with scenario modeling capabilities Enable management best practices by leveraging profitability as a performance metric

Kiitos! Kysymyksiä, kommentteja? samuli.sipola@oracle.com