What's New and What's Coming for Hyperion Financial Management ...

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10 Νοε 2013 (πριν από 3 χρόνια και 11 μήνες)

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Oracle EPM Product Strategy Update

Oracle Fusion Middleware Gartner
Summit

What’s New and What’s Coming:

Oracle Hyperion Financial Management

Oracle Hyperion Financial Data Quality Management

Eric Davidson

Principal Product Manager, Oracle

The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.

The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.

Oracle Performance Management
Applications
Strategic Products

DOMAIN

PRODUCTS

Strategic Planning

Hyperion Performance Scorecard

Hyperion Strategic Finance

Oracle Crystal Ball

Planning &
Budgeting

Hyperion Planning

Hyperion Workforce Planning

Hyperion Capital Asset Planning

Oracle Integrated Operational Planning

Financial Close
Management

Hyperion Financial Management

Hyperion Financial Data Quality Management

Cost and Profitability
Management

Oracle Hyperion Profitability and Cost Management, (July 2008)

PeopleSoft Activity Based Management

Oracle EBS Profitability Management

Oracle OFSA

Oracle Hyperion Financial
Management
Accelerates Reporting
Cycles and Reduces Costs of Compliance


Patented financial consolidation

and reporting features


Complete audit trails, workflow

and validations


“Smart Dimensionality”


Flexible “what if” scenario
management features


Powerful, reporting and analysis
tools


Full integration with ERP and
other transaction systems


Easy to customize and extend


Web
-
architected

Consolidations Product Roadmap


Major Themes


1.
Deeper Integration with
ERP Systems (FDM)

2.
Reducing Cost of
Compliance

3.
Enhancing Ease of Use
and Core Features

4.
Leverage today’s Most
Advanced Technology


Reducing Cost of Compliance




11.1.1 Release


Lifecycle Management


Calculation Manager


EPM Architect


New Local and Shared Dimensions


New Application Design Wizard


Expanded product support


Profitability Management


Backward compatible with 9.3.1 financial applications


Improved performance across the board

A Lifecycle
Management
feature for
moving test to
production

Lifecycle Management

Calculation Manager


Calc Manager Screenshot

A Graphical
Rules
Builder for
HFM,
Planning,
and Essbase

Reducing Cost of Compliance




Future


Oracle Enterprise Manager

allows system wide monitoring of the your
entire Financial Management environment



Continuing to invest in
Calculation Manager



Pursuing new
monitoring capabilities

that will enable greater visibility
into the accounting close process



Exploring
new reporting features

which will assist in the creation of
regulatory reports


systematic approach to the development of various
reporting documents

Enhancing Ease of Use and Core Features



11.1.1 Release


Now Available


Enhanced analytics capabilities with improved
Extended Analytics

performance and new Flat File extract option



Expanded
Localization

support


new language support for Danish, Italian,
Swedish, & Traditional Chinese



Common Installer

HFM 11.1.1

Equity Pickup


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

HFM 11.1.1: Formatted Hyperion
Financial Management System Reports

with Oracle BI Publisher


Oracle BI Publisher report templates enable users to format
Financial Management system reports


The report templates offer new print options, including PDF,
RTF, HTML, and XLS

Enhancing Ease of Use and Core Features



Future


New reporting capabilities within
Smart View



Smart Slice and Report
Designer support



Enabling better insight into the consolidation adjustments with
better
journal recording

and greater flexibility in adjustment reporting



New analytical capabilities

which will provide greater insight into how
reported results are being impacted by FX and Organizational movements



Expanding the analytical reporting options with
configurable
dimensionality



Improving
Intercompany matching
capabilities at multiple levels within the
organization

Leverage today’s Most Advanced
technology


11.1.1 Release


64 bit support



(Intel Xeons and AMD Opterons)


Improved memory management for large
applications


Continue
Oracle RDBMS Optimization


Financial Reporting and Web Analysis

Enhancements


Future


Expanding the
platform support

of the web tier


Configurable database storage

improving
backup and restore procedures


Support for Oracle
Business Intelligence
Reporting

Tools

Oracle Hyperion Financial Reporting

New Annotations & Threaded Dialogs

Oracle Hyperion Financial Reporting

External Content in Financial Reporting Books


In addition to reports, you can insert third
-
party
documents into books.


Supports


Microsoft Word (DOC and RTF)


Microsoft Excel (XLS)


Microsoft PowerPoint (PPT and PPS)


Adobe Acrobat (PDF)


Text files (TXT)


Future: Hyperion Financial Management
as source for Oracle Business Intelligence (OBIEE)

Files Excel

XML

OLTP & ODS

Systems

Common Enterprise Information Model

BI Server

Data Warehouse

Data Mart

+

For OBI Customers


Seamlessly access financial data
stored and managed in HFM


Supported features include:
metadata discovery & import | query
generation | gateway access.


HFM data participates in Common
Enterprise Information Model

For HFM Customers


Access to dashboards, ad
-
hoc query,
reporting & analysis capabilities


Leverage BI Server’s federation
capabilities to analyze financial &
operational data

Ad hoc

Analysis

Interactive

Dashboards

Reporting &

Publishing

Proactive

Detection

and Alerts

MS Office

& Outlook

HFM &

Hyperion
Planning

Insight

Performance

Action

Set

Goals

Plan

Monitor

Analyze

Report

Align

<Insert Picture Here>

Financial Data Quality

Management

Financial Data Quality Differentiated


Financial data quality management is a business issue, and is
defined as the practice by which companies can effectively and
consistently combine the following four factors:


Financial data collection and transformation


Repeatable financial processes


Internal controls


Audit trails


Oracle Hyperion Financial Data Quality Management (FDM):



Increases user confidence in their data


Lowers their cost of compliance by eliminating data integrity risks
associated with collecting, mapping, validating, and moving critical
financial data from across the enterprise

FDM Server



Data cleansing
and
transformation


Data Staging


Advanced data
mapping


Task
scheduling


Text and
document
archive


Audit review


Compliance


Reporting

Oracle EBS

Tax

Filing

Guided Workflow User Interface

Oracle Hyperion

FDM Architecture


ERP files


Flat files


XLS


CSV


Etc….


Database


DataMart


DataWH

Custom


Database


DataMart


DataW/H


EPM Adapters


Prepackaged
integration


Data loading
including
supplemental
data, line item
detail, journals,
drill
-
back


Dimensional
mapping
verification


Process
management

Hyperion



Financial
Management


Planning


Essbase


Enterprise

Import

Data Flow

Validate

Export/Check

100% Audit trail

TaxStream

Hyperion Financial Management

Hyperion Planning

Oracle Essbase

Oracle EBS Account
Balances Page

Hyperion FDM

Drill
-
through to General Ledger

Insight into Action in a Single System

Linking Hyperion EPM to Oracle

E
-
Business Suite


Simple adapter configuration to source Oracle EBS
data


Adapter stores additional attributes in FDM to enable
drill
-
back process


Archives snapshot of Oracle EBS data upon import


Allows drill
-
back from supported Hyperion EPM
applications to both snapshot and Oracle EBS
Account Balances page

Step 1: Open HFM grid/form in Workspace

Step 2: Right
-
click, Audit Intersection

Step 3: FDM Intersection Opens

Step 4: Click Amount for Source Accounts

Step 5: Select Source Account Amount

Step 6: EBS landing page opens

Option to Drill to Source Document

Drill
-
back from Planning

Drill
-
back from Essbase


Essbase drill through is performed through a Smart
View Excel spreadsheet


The drill
-
through report has been established in
Essbase Studio

Graphical Timeline

Other Recent Generally Available Updates


User authentication through Hyperion Shared
Services


Common EPM installer

<Insert Picture Here>

Roadmap

Financial Data Quality Management
Roadmap


ERP integration and drill
-
back


SAP R/3


PeopleSoft


Fusion


JDE


Oracle Hyperion Strategic Finance target adapter and drill
-
back


Drill
-
back from these applications to FDM:


Smart View (expanded)


Financial Reports


Hyperion Enterprise


EPM configuration utility


Multi
-
byte capable version and updated localization


EPM Integrator for ERP

Drill
-
back from Strategic Finance


<Insert Picture Here>

EPM Integrator for ERP

New Module of FDM:

EPM Integrator for ERP (EPMI)


Provides data
and

metadata integration between ERP
sources and EPM applications


Main components


Oracle Data Integrator (ODI)


Metadata


Import Dimensions and Hierarchies into EPM apps through
EPM Architect


Data


Load data into applications via EPMA Data
Synchronization or FDM

EPM Integrator for ERP

Source Systems

EBS 11i & R12

(First Release)

Metadata.

Oracle Data

Integrator

Data

EPMA

EPM Apps






Oracle Data

Integrator

Essbase

EPM Integrator for ERP

FDM

Data only

EPMI

Staging

Tables

Direct Load to Classic Apps (HFM & Planning)

Metadata & Data

HFM

Planning

Profitability

& Cost Mgt

Fusion Apps

(Planned)

Peoplesoft

(Planned)

SAP

(Planned)

JD Edwards

(Planned)






Mapping

Tables






EPMI

Staging

Tables


Mapping UI

Drill Back to

GL Transactions

Metadata & Data

EPM System

EBS 11i & R12

(First Release)