Training On Hyperion Planning

Amit Sharma Hyperion Trainer learnhyperion.wordpress.com Oravision Oracle Online Training/Consultancy Solution aloo_a2@yahoo.com

An Introduction of Hyperion Planning

Hyperion Planning is an application that sits on top of the Essbase OLAP server and is used by organizations to perform planning and budgeting. Hyperion Planning is a Budgeting and Forecasting Application that drives collaborative, event based planning processes throughout the organization for a wide range of Financial and Operational Needs.

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What is Planning/Budgeting/Forecasting?
Budgeting : “The process of translating approved expenditures into funding allocations for a specified period of time”. or Budgeting : is the process of predicting and controlling the spending of money within the organization and consists of a periodic negotiation cycle ... Forecast - An estimation of a future business condition; A prediction of the business; To estimate how a condition will be in the future for various activities Planning : Planning is one of the most important project management and time management techniques. Planning is preparing a sequence of action steps to achieve some specific goal. If you do it effectively, you can reduce much the necessary time and effort of achieving the goal.

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Bottom Up/Top Down Budgeting Budgets are typically either set top-down or bottom-up, with users entering their budget data either through web-based forms or through Microsoft Excel, with Essbase then being used to spread and allocate numbers down the hierarchies or add them all up after the budgeting process has finished.

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How Hyperion Planning is Better than Microsoft Excel
Spreadsheets are certainly a handy tool for running the numbers, and they are particularly helpful if you want to define business rules and calculations on-the-fly and automate the planning process using VBA etc. Where you start to come unstuck though is when you want to distribute the planning process amongst many users, and where the planning process goes through many iterations, which becomes increasingly difficult to control and orchestrate when you’re working with dozens or hundreds of spreadsheets.

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Why Budget is needed?
Creating a budget is an important because It forces an organization to carefully consider the expected demands for its products and services and the resources required to meet the demand. Translates the organizations high priorities into the appropriate resources required to achieve those priorities.

Highlights the potential problems in sufficient time to
take corrective action. compared.

Creates a base line against which actual results can be

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What is Planning/Budgeting/Forecasting?

Agriculture: Pharmacy Transportation: Raily trans: Sports: Industries : Urban devalopment: Rural development:
Total

$100 $2 $1 $20 $5 $10 $2 $5
$145

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Business Scenario
Attendance Attendees Room Nights Budget Forecast Actual   Approximately 100 rooms per night. Notes

100 350

109 370

99 348

Accommodation Expenses Guest Room Charges Suite Charges Misc. Accommodation Cancellation Attrition $ $ $ $ $

Budget 56,000 $ 1,500 $ 500 $ $ $

Forecast 59,200 $ 1,500 $ 500 $ $ $

Actual

Notes 55,680 Guest room price including tax. 1,500 Guest room and parlor price including tax. 500      

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Hyperion Planning in Hyperion Product Suite
Hyperion

Hyperion BI+ Reporting

Hyperion BI+ Application

Hyperion BI+ Data Management

Hyperion Essbase

HFM (Hyperion Financial Management)

MDM (Maser Data Management)

Analyzer Reports HSF (Hyperion Strategic Financial) Interacting Reports Hyperion Planning

FDQM (Financial Query Data Management)

HAL (Hyperion Application Link)

Production Reporting HPM (Hyperion Performance Management) DIM (Data Integrated Management)

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Hyperion Planning Architecture

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Hyperion Planning Architecture
 Client Tier: The client tier consists of a planning web client and a
windows desktop client that administrators use to perform some administrative tasks. you user client tier to enter data, perform process management, manage metadata, manage users and security, lunch business rules, copy versions, develop data forms, and perform other administrative tasks.

 Middle Tier: The Middle tier consists of the Planning (Windowsbases) server, a planning Java Application server, an Essbase Administration Services Java Application server; and, the Shared services and License server.

 Database tier:The database tier consists of a third-party

relational database management system (RDBMS) and Hyperion System 9 BI+ Essbase analytics. The relational database is used primarily to store the application’s definition. The following information is stored in the RDBMS. Application framework

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Questions??

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