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These slides represent the work and opinions of

the presenter and do not constitute official
positions of Hyperion or any other organization.
This material has not been peer reviewed and is
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presenter.
This material should not should not be reproduced
without the written permission of interRel
Consulting.

1
 Look Smarter Than You Are with Essbase

3 Essbase Books Available:

Complete Guide

System 9 Complete Guide

End User Guide

Find out more at

www.interrel.com

Buy a copy at the Collaborate
bookstore

Search lulu.com for ‘Essbase’ to
see all 3 books

2 Copyright © 2007, Hyperion. All rights reserved.

 Introduction to
Hyperion
(Oracle EPM System)
 Agenda

What is System 9?

What is Oracle EPM System Fusion?

Intro to the Products

Essbase

Reporting and analysis tools

Budget and forecasting with Planning

Consolidations with Financial Management

Common maintenance in Shared Services

Enterprise master data management with Data
Relationship Management

Integrated ETL tools

4
 What is System 9?

Pre-system 9 Hyperion had multiple, independent products

No common security

Different user interfaces and log ins to the products

No integration between the Hyperion products

Add-ins for Excel only

System 9 introduced some BIG enhancements

Common security across ALL products

Single web user interface for reporting and analysis,
Financial Management and Planning tools

One interface to get to any type of data source

Jump back and forth between the Hyperion products

Integration with ALL Office products (Word, Ppt, and
Excel)

5
 What is Oracle EPM System Fusion 11?

“…integration of Hyperion’s market-leading performance

management applications and BI technologies with
Oracle’s BI foundation, Fusion Middleware stack, and ERP
applications.”

The following are the key attributes of Oracle’s EPM
System, Fusion Edition:

Leverages Oracle Fusion Middleware

Built using SOA standards

Hot-pluggable with any data source

Enhances ERP applications without migration or
upgrade

Data and process integration with Oracle transaction
systems – EBS, Psoft, Fusion

Strategic products for the future

6
 What is Oracle EPM System Fusion?

New name for System 9

The next big release for the Hyperion products

Windows only release – July 2008

Full platform release – Fall 2008

Align version numbers with Oracle

Menu item is now not Hyperion but Oracle EPM System

Same System 9 Functionality with some BIG
enhancements

Much improved EPMA

Essbase Studio

Varying attributes

Text and dates in cells for Essbase

7
 Oracle EPM System Fusion

Oracle® Hyperion Performance Management Applications,
Fusion Edition

Oracle® Hyperion Financial Management, Fusion
Edition

Oracle® Hyperion Financial Data Quality Management,
Fusion Edition

Oracle® Hyperion Planning, Fusion Edition

Oracle® Hyperion Workforce Planning, Fusion Edition

Oracle® Hyperion Capital Asset Planning, Fusion
Edition

Oracle® Strategic Operational Planning, Fusion Edition

Oracle® Hyperion Strategic Finance, Fusion Edition

Oracle® Crystal Ball, Fusion Edition

Oracle® Hyperion Performance Scorecard, Fusion
Edition

Oracle® Hyperion Profitability and Cost Management,
Fusion Edition
8
 Oracle EPM System Fusion

Oracle’s Business Intelligence Foundation

Oracle® Essbase

Oracle® Essbase Visual Explorer

Oracle® Hyperion Financial Reporting, Fusion Edition

Oracle’s Hyperion® Web Analysis

Oracle’s Hyperion® Interactive Reporting

Oracle’s Hyperion® SQR Production Reporting

Oracle® Fusion Middleware

Oracle® Hyperion Data Relationship Management,
Fusion Edition

9
 Essbase

Essbase is THE online analytical processing solution

Broadest Analytic functionality

Drill, pivot, select, compare, rank, sort, filter, group, stack,
calculate, annotate and write back

High-speed reporting of information

Speed of thought

Reporting tools are enabled by the outline

Follow the business thought / organization view of the data

Highly advanced calculation engine

Aggregations, allocations, conditional, procedural, subsets

Enterprise-wide data analysis

Optimized storage

BSO

ASO

Relational storage

Hybrid Analysis / EIS pre-System 9 and System 9

Studio / XOLAP – Essbase 11
10
 How Essbase Thinks

Multidimensional cubes

Dimensions

Common grouping or hierarchy of master data

Organization

Product

Accounts •JAN

•JAN
•LA
•SF
•SALES •ACTUAL •500
•SALES •ACTUAL •250

Multidimensional view •JAN

•FEB
•FEB
•PHX

•LA
•SF
•MARGIN •BUDGET •180

•SALES •BUDGET •300

•MARGIN •ACTUAL •400

•Actuals •Budget
•WEST •Sales •Margin •Sales •Margin

•L.A.

•S.F.

•PHX

•DEN

11
 Advantages of Hyperion Essbase

Flexible

Shared

Secure

Fast

Analytic capabilities – drilling, swap rows and columns,
and more

Scalable

12
 Flexible

Financial Consolidation
and Reporting

Product
Sales Line
Tracking Essbase Analysis
& Analysis OLAP
Server

Planning Executive
Information
& Systems
Budgeting (EIS)
Performance and
Variance Reporting
 Flexible

Blank sheet of paper

Essbase can be
designed and tailored
for any business, any
industry, any
application

The only requirement
is that you need to
perform analysis and
reporting across
dimensions of data
 Flexible-Custom Dimensions

Dimensions are defined by the customer

How should Time Periods look? When does the Fiscal
Year begin

How should the Product dimension look?

What slices of data do we need to view?
 Flexible–Custom Calcs & Business Rules

Aggregations

Allocations

Scenario planning

Automated business logic

Driver based logic

350 functions

Single point of maintenance

Financial intelligence

Understands expense reporting for variances

Time intelligence

YTD

Aggregation over time (headcount)
 How Much Detail?

Virtually no limit to the level of detail with Aggregate

Storage Option (ASO) Essbase Databases

Also called Enterprise Analytics in some places

New method for storing/calculating databases

New storage kernel built to handle ASO databases

Calculates 10-100x faster

Stores up to 252 dimension combinations

Which means … Lots of dimensions, lots of members
 ASO Databases

ASO addresses the following types of databases:

Read-only

“Rack and stack”

Large dimensions

Detailed databases are possible

Customer analysis—data is analyzed from any dimension and
there are potentially millions of customers

Procurement analysis—many products are tracked across many
vendors

Logistics analysis—near real-time updates of product shipments

Market Basket analysis—products purchased along with other
products
 BSO vs. ASO

•BSO Outline •ASO Outline

19
 Shared

Central repository

Data

Master data

Business rules

Single version of the truth

Write back capabilities
 Secure

Security defined from a high level down to the individual

cell level

External authentication

Leverage externally defined users and groups
 Fast – End User Perspective

Drill from upper levels to lower levels in seconds (or even

faster)

Easy to learn and use interfaces

Excel

Hyperion Reporting and Analysis tools like Web
Analysis, Interactive Reporting, and Financial
Reporting
 Fast – Administrator Perspective

Easy to use interface with the Administration Services

console

Manage entire Essbase environment from one place

Click and drag capabilities to manage dimensions

Automated processes

Triggers

Built in Financial Intelligence

Distributed administrators

New in Essbase Fusion 11 – Essbase Studio

Create and Move a Member

24
 Analysis Capabilities

Drill up and down, pivot rows and columns, keep only /

remove only

With Web Analysis

Advanced Analysis and Dashboarding

Traffic Lighting

Sorting

Retrieve Top / Bottom

With Financial Reporting

Printed formatted books of reports

With Interactive Reporting

Advanced Analysis and Dashboarding

Integrate relational and multi-dimensional data

Future… OBIEE Answers+
Fast and Easy to Use

26
 Scalable

Scale to thousands of users across the world

Large volumes of data

Large number of applications

High concurrency

64 bit now available
 XOLAP

Hybrid data storage efficiency

Outline in Essbase

Fact data in relational databases

Reduced data store and data movement

Drill Through

Enhanced in the Studio

Drill on members or data

Contextual drill through

Drills added without cube maintenance

28
 Smart Space

Personalized information delivery solution for BI and EPM

that use desktop gadgets

Increase adoption of the tools

Easy to use

Point, click, done

Personalized

Integrated collaboration

Discussions, meetings, notifications

Content sharing

Archive threads for archiving

Smart Space Development Kit

29
 Workspace

Single thin client environment bringing all of the

Hyperion products together in one tool

Standardizes the delivery of business intelligence

Provides a centralized repository

Meets full range of reporting requirements

Empowers users with personalized dashboards

Provides advanced analytic capabilities

Accesses any data source – relational, multi-
dimensional, file based systems

“Windows on the Web”

Personalize document preferences, search explore
and access, “Save a favorite report”
Copyright © 2005, Hyperion. All rights reserved.

30
 Workspace

Folder for
organization

Financial
Reporting
report

Interactive
Reporting
dashboard

Financial
Reporting
book

Web
Analysis
spreadsheet
 Workspace Features and Functions

Create Interactive Reporting documents (relational

queries), books, or batches

BQY

Table, Pivot, Chart

Create Web Analysis documents (OLAP queries)

Create books and batches for Financial Reporting
documents

View Financial Reporting documents

Schedule batches, jobs or events to automatically create
reports or notifications

Personalize the Workspace for individual users

32
Open a Financial Reporting Document

33
Open Interactive Reporting Dashboard

34
 Content Creation

Wizard driven, guiding users through the steps of creating

content

By content, we mean Web Analysis document, a book, etc.

Via Workspace, users can:

Create Interactive Reporting documents (relational
queries), books, or batches; Authoring Studio launched

Create Web Analysis documents (OLAP queries);
Authoring Studio launched

Create books and batches for Financial Reporting
documents

Users CANNOT create Financial Reporting reports via
Workspace; Client studio is required

35
 Favorites

Quick access to frequently used items and documents

36
Navigating the Workspace

37
 Web Analysis

Module primarily
utilized for
advanced analysis
capabilities against
OLAP data sources

Analysis focused

Adhoc querying

Dashboard creation

Previously known
as Hyperion
Analyzer

38
Dashboards

39
Analysis Documents

40
Analysis Documents

41
Analysis Documents

42
Analysis Documents

43
 Financial Reporting

Module primarily
utilized for highly
formatted financial and
operating reports
against OLAP,
Planning, and HFM
sources

Create books and
batches

Schedule process

Previously known as
Hyperion Reports

44
 Interactive Reporting

Module primarily
used to create ad-
hoc, relational
queries and
dashboards

New in 9.3.1 –
CubeQuery for
Essbase

Dashboard
creation via
wizards and
templates

Previously known
as Hyperion
Intelligence (Brio)
45
 Production Reporting

Primarily used to
create high
volume,
enterprise-wide
production reports
against relational
sources

Previously known
as SQR

46
 Integration with Microsoft Office - Smartview

Common add-in to provide integration with Microsoft Office

for HFM, HP, Web Analysis, Financial Reporting, and
Interactive Reporting

Import Web Analysis, Financial Reporting, and Interactive
Reporting report images and grids into Microsoft products

Take advantage of Microsoft Office features like Smart
Tags to add a single value and import reports

Enter plans and run Business Rules in Excel

Run consolidations and enter journal entries in Excel for
Financial Management

Provides single Excel interface for HFM and HP

Replaces Planning Spreadsheet Add-in and HFM
Spreadsheet add-in

47
 Supported Data Sources

Essbase

Financial Management

Planning

Reporting and Analysis

Financial Reporting

Web Analysis

Interactive Reporting

Production Reporting

OBIEE in version 11
Smart View – Data Points & Visualization

49
Smart View and Planning

50
 Hyperion Planning

Centralized, Web-
based planning,
budgeting, and
forecasting solution

Workflow and
process
management

Flexible modeling

Powerful reporting
and analysis

Business Rules

Task Lists

51
Navigate to Planning
Enter Plan Data and Submit for Review
 Hyperion Financial Management

Leading financial
consolidation and
reporting
application

Audit trails and
workflow

Versatile scenario
management

Includes features
for intercompany
eliminations,
multi-currency
translations, and
minority interest
calculations

54
 Shared Services

User Provisioning

EPM Architect

Life Cycle Management (coming in 11)

Core Services (the underlying “plumbing” for System 9)

Session management

Authentication and authorization

Repository services

Logging and usage

eLicensing (in older versions of System 9)

55
 User Provisioning

Enables user management across all Hyperion

products

Enables single sign on to all Hyperion System 9
products

External authentication to LDAP, MSAD, or NTLM

Leverage external users and groups

Create native users and groups

Assign roles to users and groups

Security reporting

Exception

Create Essbase filters in EAS

Assign document security in the Workspace

56
User Provisioning

57
 eLicensing

Beginning in 931 – NO MORE LICENSE SERVER

Part of Shared Services if you are pre-931

Centralized license management with flexible way to
govern pools of licenses and meet audit
requirements

Improvements from eLicensing in Essbase 7.1.2

Users are not tied to a server

Users are now tied to a deployment

Essbase server host name is not required

License server host name is still required

No need for backup server host name for Essbase

Temporary license expires in 90 days

58
 EPM Architect

Build, deploy, and manage all financial applications

Single environment to design all Hyperion Applications

Planning

HFM

Essbase

Drag and drop capabilities

Visual interface to manage, link, and synchronize
applications

59
 Dimensions Library

One location to create & maintain dimensions

Dimensions consists of global properties as well as
application specific properties

Dimensions can be used in multiple applications

Replaces the metadata managers in Hyperion Planning
and Financial Management

Can view hierarchies in HP and FM but you can’t
change them

60
 Dimension Library

Master View – The consolidated view of the Dimension

Library

Application View – The view of dimensions and hierarchies
that are contained within a single application.

Available Application Types

Hyperion Financial Management

Hyperion Planning

Essbase for Reporting Cubes only

Generic (Template)

61
 Dimension Library

The Master View contains a Master Set of Properties that

are valid for the Master Member

When an Application View is created, the member will
inherit the Master View member properties

Users can override the Master View properties in the
Application View

62
Dimensions Library

63
View Application Information

64
 Data Synchronization View

• Easily see source and destination applications base on data flows

• Navigate to data synchronization details

65
 Data Synchronizer Mappings

• Easily see source and destination dimensional members

• Ability to click on each mapping and see details

66
 Data Relationship Management

Part of Foundation Services

Allows business users to manage master data
(dimensions, hierarchies, etc.)

Provides audit controls and accountability

Allows synchronization of master data across
Hyperion products

E.g. update the Organization dimension in Planning,
HFM, and Essbase

Allows for the management and automation of
business rules

Improve your change management process and
communications

Quickly remap historical data on demand

Deliver Web-publishing, -viewing, and -download
capabilities

67
 Hyperion Financial Data Quality Management (FDM)

Previously known as Upstream

Hyperion bought Upstream last spring; Reintroduced
the product as Financial Data Quality Management
(FDM)

Name: WebLink 8.3 DataMart (DM)

WebLink provides a single, systematic process for

loading data from disparate systems into target
analytical applications

WebLink provides visibility, traceability, integrity and
verification processes

68
 Process Monitoring

Graphical Process Monitoring from source applications to

target applications

Orange fish = good - the current step worked properly and
you can move on to the next step

White fish = bad - something must be fixed before moving on
to the next step

6 step process

Create GL File

Import GL File

Validate Source Data

Export Data to the target application

Load Data

Pass Validation Check report

69
Import Data

70
 Benefits of Data Quality Management

Faith in the numbers

Error detection, control and prevention

Faster close cycles

Insight and visibility into the numbers

Compliance

More productive staff

No more “finding the missing data” or correcting errors

71
 ETL Tools

HAL (Hyperion Application Link)

Going away

Required for Planning (EPMA is the new way)

DIM (Data Integration Management)

Informatica repackaged

True ETL tool

ODI (Oracle Data Integration)

The future

Hyperion adapters for all

72
 Agenda

What is System 9?

What is Oracle EPM System?

Intro to the Products

Essbase

Reporting and analysis tools

Budget and forecasting with Planning

Consolidations with Financial Management

Common maintenance in Shared Services

Enterprise master data management with Data
Relationship Management

Integrated ETL tools

73
 Thank you!!

Free webcasts – Thursday, 1pm CST

Tracy McMullen, interRel Consulting

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