1. 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

2. 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?

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

4. 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

5. 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

6. Essbase – new features and possibilities

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. Essbase Studio - Layout14

15. Hyperion Enterprise new features

16. 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

17. Financial Management - new features and possibilities

18. 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

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

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

21. 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!

22. 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 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.

23. 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.

24. 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.

25. Planning - new features and possibilities

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

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

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

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

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

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

32. New module: Profitability Management

33. 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

34. 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

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

36. Kiitos! Kysymyksiä, kommentteja?