Transcript Slide 1

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
Lifecycle Management
A Lifecycle
Management
feature for
moving test to
production
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)
Ad hoc
Analysis
Interactive Reporting &
Dashboards Publishing
Proactive
Detection
and Alerts
MS Office
& Outlook
Common Enterprise Information Model
BI Server
Set
Goals
Plan
Insight
Performance
Action
Report
Monitor
Align
+
OLTP & ODS Data Warehouse Files Excel
Systems
Data Mart
XML
Analyze
HFM &
Hyperion
Planning
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
<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 Architecture
Guided Workflow User Interface
Oracle EBS
FDM Server
•Data cleansing
and
transformation
•Data Staging
•Advanced data
mapping
•Task
scheduling
•Text and
document
archive
•Audit review
•Compliance
•Reporting
•ERP files
•Flat files
•XLS
•CSV
•Etc….
•Database
•DataMart
•DataWH
Import
Validate
EPM Adapters
•Prepackaged
integration
•Data loading
including
supplemental
data, line item
detail, journals,
drill-back
•Dimensional
mapping
verification
•Process
management
Hyperion
•Financial
Management
•Planning
Tax
•Essbase
Filing
•Enterprise
TaxStream
Custom
•Database
•DataMart
•DataW/H
Export/Check
Data Flow
100% Audit trail
Oracle Hyperion
Drill-through to General Ledger
Insight into Action in a Single System
Hyperion Financial Management
Hyperion Planning
Oracle Essbase
Hyperion FDM
Oracle EBS Account
Balances Page
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
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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
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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
EPM System
Source Systems
EBS11i
11i&&R12
R12
EBS
(FirstRelease)
Release)
(First
EPM Apps
EPM Integrator for ERP
Metadata & Data
EPMA
HFM
Metadata.
Fusion Apps
(Planned)
Peoplesoft
Oracle Data
Integrator
Mapping UI
Mapping
Tables
(Planned)
EPMI
Staging
Tables
Planning
Data only
FDM
Profitability
& Cost Mgt
JD Edwards
Data
(Planned)
Direct Load to Classic Apps (HFM & Planning)
Oracle Data
Integrator
Metadata & Data
SAP
(Planned)
Drill Back to
GL Transactions
Essbase