CalPlanning | Envision. Commit. Act.

10 Reasons to Fall in Love with Hyperion

Smart View
Mehmet Sevinc
University of California, Berkeley
April 25th , 2013
9 AM, PST

Overview

Presenter:
Mehmet Sevinc, Hyperion Implementation Manager
University of California, Berkeley
Tool:
Smart View 11.1.2.2
Demo Applications:
Essbase: Sample Basic, ASOsamp Sample
Planning: CalPlan (Classic Planning Application)

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April 2013

Agenda/Contents

About UC Berkeley
Overview of UC Berkeley Business Intelligence
Platform
10 reasons to fall in love with Smart View
Q&A

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About UC Berkeley

Established 1868
25,885 undergraduates
10,257 graduate students
1,582 fulltime and
500 part-time faculty members
14 colleges and schools
$2 billion budget (FY13)

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April 2013

UC Berkeley & Oracle

Oracle Hyperion
Hyperion Planning, Public Sector Planning & Budgeting,
and full-use Essbase, version 11.1.2.2
Hyperion Financial Reporting Studio
Hyperion Smart View (Planning and Ad Hoc)
Back-end platform is Windows
Existing ERP footprint:
PeopleSoft Financials (GL, AP, AR), v 9.0
PeopleSoft HRMS, Version 9.0 (HR, Workforce Admin,
Position Management
Custom Data Warehouse using Hyperion Intelligence 8.3
and OBIEE/Answers

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April 2013

#1 Easy to Install & Learn

Login to Workspace to download

Need admin rights to install

Smart View User-guide:

http://docs.oracle.com/cd/E17236_01/epm.1112/sv_
user.pdf

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April 2013

#2 Enhanced functionality in 11.1.2.2

Display Member name and Alias

Recently used connections
Active connections
Save your own default options

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#3 Butterfly Reports

Butterfly Reports: A column of members between

two columns
of data cells.

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#4 Data in Excel, Word, PowerPoint, Outlook

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Total Sales in Texas Quarterly Actuals

Sales

Texas Actual

Qtr1

Qtr2

Qtr3

Qtr4

Colas

1,957

2,058

2,242 1,816

Root Beer

1,745

1,858

1,945 1,876

673

620

710

Cream Soda803
Fruit Soda

Diet Drinks 1,508

1,566

1,468 1,112

4,505

4,589

4,807 4,402

Product

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#5 Cascade Reports

Create separate reports for any or all of the

members of one dimension in a report.

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#6 Function Builder

You can create Smart View functions manually or by

using the Function Builder.

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#7 Integrate with Planning

Planning in Smart
View:
Task Lists
Data Forms
Submit Data
Run Business Rules
Ad-hoc Analysis
Supporting Details
Copy Versions
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#8 Integrate with FR Reports

Financial Reports in
Smart View:
Import
Fully formatted
Query-Ready

Refresh

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#9 Multiple Grids

In Essbase, you can create multiple grids on one

worksheet. These grids can be connected to the
same data source or to different Essbase data
sources.
You can retrieve data in these grids and shift them
on the worksheet.

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#10 VBA Functions in Smart View

Customize and automate common tasks using

Visual Basic for Applications (VBA) functions in
Smart View using Excel's Visual Basic Editor.

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Contact

Mehmet Sevinc
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Hyperion Implementation Manager

Office of the CFO
University of California, Berkeley
E-mail: msevinc@berkeley.edu

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April 2013

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