About This Presentation

• Audience: EPM Sales, SCs & Partners • Objective:
– Introduce Hyperion Planning 11.1.2

• • • •

Length: 33 pages Authors: Stephane Ribault Release date: March 2010 Feedback: Please send any comments or suggestions to the authors

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

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Hyperion Planning 11.1.2 August 24th, 2010
Stephane Ribault Director, Enterprise Planning

Agenda

• What’s New in Hyperion Planning 11.1.2 – Summary

• What’s New in Hyperion Planning 11.1.2 - New Features
– – – – – – Data Form Designer Process Management End User Experience SmartView for MS Office Financial Reporting Reporting Application Integration

• Q&A

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

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<Insert Picture Here> What’s New in Hyperion Planning 11.2? Copyright © 2010. Oracle and/or its affiliates.1. All rights reserved. 4 .

Leapfrogs the Competition • Process Management / Workflow • Web UI sophistication • Depth of support for MS Office 3. Opens up Opportunities with Hyperion Public Sector Planning & Budgeting • Public Sector Market • Related markets such as Healthcare and Higher Education Copyright © 2010. All rights reserved.2 1.1. Oracle and/or its affiliates. Communicates strategic importance within Oracle • Largest number product enhancements over the last 5+ years • Generating significant momentum with customers 2.Why is this release important to you? Hyperion Planning 11. Company Confidential – Version for Internal Use Only 5 .

Oracle and/or its affiliates. Word. All rights reserved.1. 6 . PowerPoint and Outlook • Task Lists and user actions within MS Outlook and Excel • Enhanced reporting and budget books Copyright © 2010. Excel. notifications and approvals • Sophisticated Web and MS Excel capabilities • Comprehensive support for MS Office.Robust End User Experience Hyperion Planning 11.2 • Powerful Process Management • Validation of plans including color coding.

All rights reserved. workforce reductions. contract proposals • Powerful workflow and process management for budgeting and forecasting • Integration with ERP Copyright © 2009. 7 . Oracle and/or its affiliates.Public Sector Planning & Budgeting Accelerate Position & Employee Budgeting • Out-of-the-box configurable and expandable position and employee expense budgeting • Project and evaluate the impact of employee compensation and benefits • Forecast the impact of new positions.

HTML.1.Budget Books Hyperion Planning 11. MS Word.2 • Define a budget book with sections and subsections with a table of contents • Financial Reports. All rights reserved. PDF and other file types as sections or attachments in the Book • Generate the book in PDF output or a static HTML web site • Templates will be provided for HTML layout and page customization • BI Publisher support • Support table of contents edits and website navigation links • Leverage book printing options in workspace • Built in search capability for HTML output • Integration with Document Management System (Stellent) Copyright © 2010. Oracle and/or its affiliates. Company Confidential – Version for Internal Use Only 8 .

Oracle and/or its affiliates. Company Confidential – Version for Internal Use Only 9 . MS Word.Summary of Key Features Hyperion Planning 11.1. HTML. multi select actions. Menus at cell level and Personalized Data Forms • Manage Planning task through Outlook tasks • Traffic Lighting.2 • All key Planning web capabilities available within Office Improved usability in web forms – Outlook • Sorting and Filtering. Ad hoc on the Web. PDF and other file types as • Flexibility : Take ownership. levels. All rights reserved. generation • Support Salary and Non-salary components – Flexible display • Step-based – Sorting • Rate-based – Reduce time to design forms • Value-based – Reporting cube integration • Multiple benefits • Additional earnings and tax components Workflow • Override default account for each non-salary component – Balance Sheet Planning (Separate Presentation to follow) – Increased granularity in the Planning Unit definition • Add one more dimension to entities • Support different process management organization by scenario / Budget Books version – Define a budget book with sections and subsections with a table of – Pre defined promotional path contents • Automatically find the next owner – Insert FR reports. Attribute. out of office sections or attachments in the Book – Data driven promotional path – Include cell text and associated URLs from Planning into the book • Support matrix organization • Dynamically add reviewers based on data End User Experience – Microsoft Office – Excel: Allow Planners to perform Planning tasks in familiar MS Office environment • Task Based Workflow • Traffic Lighting & Data Validation • Process Management • Composite Forms Copyright © 2010. Data driven visual exceptions and Validation New Modules notifications – Public Sector Planning & Budgeting [Position Budgeting] – Increased flexibility to view / enter data • Defaults for each organization • Enhanced Composite Forms • Costing account for different benefit types – Improve administration functionality • Salary account for each organization • New Member Selector • Position defaults for each organization – Ad-hoc filtering: Leverage UDA.

New Features – – – – – – Data Form Designer Process Management End User Experience SmartView for MS Office Financial Reporting Reporting Application Integration • Q&A Copyright © 2010. All rights reserved.Agenda • What’s New in Hyperion Planning 11. 10 .2 . Oracle and/or its affiliates.2 – Summary • What’s New in Hyperion Planning 11.1.1.

Oracle and/or its affiliates. All rights reserved.<Insert Picture Here> Data Form Designer Copyright © 2010. 11 .

Oracle and/or its affiliates. 12 .Data Form Designer Standard & Composite Data Form • Dimension drag & drop • New Properties pane – Grid/Row/Column properties – Display properties • New Validation Rules Builder • Additional rows/columns – Member – Formula – Blank Copyright © 2010. All rights reserved.

Oracle and/or its affiliates. Ad Hoc Filter – Keep only by function • New Composite Layout Manager – 2-rows. custom design • Section Properties Panel – Display as Tab – Common Dimensions Copyright © 2010. All rights reserved. 2-columns.Data Form Designer Standard & Composite Data Form • Extended Member Selector – Members Count – Gen/Level Filter. 13 .

All rights reserved. validation message and workflow • If. property type • Condition-based cell color coding. attribute. Then … Else statement • No more javascript code writing Copyright © 2010. Oracle and/or its affiliates.Data Form Designer Data Validation Rule Builder • New Validation Rule builder • Validation based on data value. member. 14 .

Oracle and/or its affiliates. 15 .<Insert Picture Here> Process Management Copyright © 2010. All rights reserved.

16 .Process Management Planning Unit Hierarchy • Increased granularity in the Planning Unit definition – Add one more dimension to entities – Support different process management organization based scenario / version combination • Pre defined promotional path – Automatically find the next owner – Based on Planning Unit Hierarchy owner assignments including owners and reviewers Copyright © 2010. All rights reserved. Oracle and/or its affiliates.

Process Management Matrix-based and Dynamic Promotional Path • Support matrix organization • Data driven promotional path – Dynamically add reviewers and update promotional paths based on data – Leverage threshold-based submission Copyright © 2010. All rights reserved. 17 . Oracle and/or its affiliates.

All rights reserved.take ownership. Process Status or Location Copyright © 2010.Process Management End User Experience • Process Management Flexibility – New options available . 18 . multi select action. Oracle and/or its affiliates. out of office and delegation – Additional Approvals based on Data Validation Rules including Sub-process Status – Sorting & Filtering based on Planning Unit.

<Insert Picture Here> End User Experience Copyright © 2010. All rights reserved. 19 . Oracle and/or its affiliates.

Filtering & Sorting.End User Experience Ad-hoc mode. Data driven visual exceptions and Validation notifications Copyright © 2010. 20 . Data cell Menu • Ad hoc on the Web – – – – Keep only Drill up and down Pivot Member Selector • • • • Save personalized data form Sorting and Filtering Menus at cell level Traffic Lighting. Oracle and/or its affiliates. All rights reserved.

<Insert Picture Here> SmartView for MS Office Copyright © 2010. Oracle and/or its affiliates. All rights reserved. 21 .

22 . All rights reserved.Smart View for MS Office Outlook Integration • Manage Planning Task Lists through Outlook Calendar and Tasks – – – – View Instructions Open URL Open Web Form in MS Excel Mark As Complete • Tasks and Task List details • Report creation and automatic Reminders Copyright © 2010. Oracle and/or its affiliates.

Oracle and/or its affiliates. All rights reserved. 23 .Smart View for MS Office All key Planning web capabilities available within Excel • Manage Planning Task Lists in Excel • Tasks and Task List details • New SmartView pane – Shared and Private Connections – Most Recently Used documents and Pin Important Tasks – Option to display at start up Copyright © 2010.

All rights reserved. Oracle and/or its affiliates. 24 .Smart View for MS Office All key Planning web capabilities available within Excel • Composite data form – Data grids as spreadsheet tabs – Common Dimension sharing through color coding • Ad-hoc mode • Contextual data cell menu • Member Formula Copyright © 2010.

All rights reserved.Smart View for MS Office All key Planning web capabilities available within Excel • Process Management – – – – Promotional Path Change Status Additional Approval Validation Out of Office Assistant • Traffic Lighting & Data Validation – Visual clues – Validation Message Copyright © 2010. 25 . Oracle and/or its affiliates.

26 . All rights reserved.Smart View for MS Office All key Planning web capabilities available within Excel • Copy Version for Planners • Tracking capability through Job Console • One central place to manage Planning preferences that will be propagated to all Planning front ends Copyright © 2010. Oracle and/or its affiliates.

27 . All rights reserved. Oracle and/or its affiliates.<Insert Picture Here> Financial Reporting Budget Book Copyright © 2010.

Budget Book Financial Reporting Book and Batch • Define a budget book with sections and subsections with a table of contents • Insert FR reports. MS Word. HTML. 28 . Oracle and/or its affiliates. All rights reserved. PDF and other file types as sections or attachments in the Book • Include cell text and associated URLs from Planning into the book • HTML batch outputs for web site contents Copyright © 2010.

29 . Oracle and/or its affiliates. All rights reserved.<Insert Picture Here> Reporting Application Integration Copyright © 2010.

All rights reserved. 30 . Oracle and/or its affiliates.Reporting Application Integration BSO to ASO integration • • • • Map Planning application to Reporting application Dimensions & Smart Lists mapping Point of View definition Reporting & Analysis on top of Planning Smart List values Copyright © 2010.

Company Confidential – Version for Internal Use Only 31 . All rights reserved.Copyright © 2010. Oracle and/or its affiliates.

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