ODTUG Kscope12 - Kscope12

Robb Salzmann, Accelatis

During the rollout of Smartview 11.1.1.3 to over 5000 users, GEHC experienced a high number of support requests around the use and navigation in Smartview. This presentation will describe the tools GEHC's admins used to meet this challenge. Using the Smartview Toolkit and Excel, API GEHC has created enhancements to the Smartview user interface. This session will demonstrate a fully customized Excel ribbon designed to group commonly used Smartview menus and controls. This presentation will also detail the methods and tools used to make Smartview's use easier and more intuitive for GEHC's users. Easily created custom menus will be showcased along with the tools and techniques used to create them.

On a dare, HFM expert and Oracle ACE Chris Barbieri takes a Mythbusters style approach to debunking a series of potentially damaging changes to HFM applications to find out exactly "What would happen if I did...?"

Ever wanted to add years to an HFM application without rebuilding it? How about extract the task or data audit information? Want to copy extended analytics templates from one user to another? Oracle ACE Chris Barbieri walks through more than half a dozen very useful utilities that actually ship with HFM that you may not be aware of.

There are many factors that can cause a Hyperion Financial Management implementation to perform sub-optimally. Problems may stem from incorrect server configurations. Other problems may be caused by your data. Zeros can creep into the data over time or SubCubes can become too dense. Several problems can be prevented or eliminated through manual inspection. This presentation will discuss the potential issues and how they can manifest to the end user. You will walk away with concrete steps to take to eliminate some of the most common problems found in HFM implementations.

Data-driven rules are rules that generate focused transactions in response to specific data in HFM. Data-driven rules can be faster, safer, and easier to write than more standard approaches. As data volumes rise with the introduction of 64-bit HFM, the technique should be an essential part of every HFM developer's toolkit. The presentation will cover the benefits and pitfalls of data-driven rules and how to identify where they should be used. The majority of the session, however, will be spent learning the key functions of data-driven rules and working through practical examples.

So, you're working on a joint HFM/Planning implementation and want them both to perform with lightening speed. What makes Essbase fast should work in HFM, right? Well, maybe! This presentation will compare in detail the inner workings of HFM and Essbase BSO and highlight the different strategies used by each system to process data. The session will discuss where familiar Essbase concepts such as dense/sparse, block size, dynamic calc, etc. apply to HFM and where they don't. The session will highlight the different design principles needed to optimize each system and touch on other issues (shared hierarchies, data integration) designers face on joint HFM/Planning/Essbase implementations.

This session will provide attendees with a selection of real world "hacks"that they can apply to their environments in order to expand functionality or improve performance. Attendees will first be presented with a low level technical discussion on how these products work and how they can leverage that knowledge. Fully working "hacks" will be provided as part of the materials, which can be downloaded from the ODTUG Kscope12 site and evaluated in their environments.

This session will show attendees how to use a variety of third-party tools to assist troubleshooting efforts. Troubleshooting techniques will be discussed and demonstrated using real-world issues. Attendees will also have the opportunity to apply what they have learned to solve a troubleshooting mystery at the end of the session.

This session will provide a high level overview of how each of the APIs work. Additionally, real-world examples for each API will be provided. Fully working code will be available for download from the ODTUG Kscope12 site which attendees can use in their own environments.

Chris Bauman, Pepperdine University

Pepperdine University has undertaken an initiative to improve their performance management systems and processes by upgrading to Version 11.1.2.1 of Oracle's Hyperion Planning. The implementation utilized Enterprise Performance Management Architect as a platform for development, and delivered a custom solution that has improved budgeting capabilities related to position planning, revenue planning, capital project planning, and management reporting. This presentation will explore the application and process designs, integration with the University's PeopleSoft General Ledger system, lessons learned related to upgrading to Version 11.1.2.1, the application customizations that were delivered, and a comparative analysis with the Public Sector Budgeting module.

Oracle Hyperion Disclosure Management (DM) is growing fast with implementations around the world, with the SEC in the US, HMRC in the UK, and other international regulatory XBRL mandates. Oracle product manager Karin Cheung takes you through real customer scenarios, discussing DM best practices and implementation guidelines. The session will deep dive into Oracle Corporation's own DM implementation to demonstrate how Oracle submits its own XBRL filings to the SEC via Disclosure Management.

The scaling and footing of external reports is a constant concern for finance departments when generating quarterly and annual reports. When scaling line items and totals on a per-line basis, external reporting groups must either plug differences manually or note rounding errors in financial statements. This presentation will review a rules-based solution that pushes scaling calculations, checks, and adjustments to the HFM application level. With minimal metadata modifications, users can rely on this iterative process to ensure their reporting hierarchies are rounded and footed correctly.

Understanding profitability is a key goal for Enterprise Performance Management. Traditionally, we have built Essbase applications to determine product and customer level profitability. Now, Oracle has a dedicated application for this purpose, Hyperion Profitability and Cost Management. So, which is better? This session will compare the same use case built in both tools and discuss the time to build, complexity of the build, and the user experience with both options.

Higher education, healthcare, and government organizations are unique in the way they plan and forecast compensation. This session will provide a discussion tailored to these organizations' needs including an overview of Hyperion budgeting and forecasting tools and best practices that are in this arena today; a discussion of a Hyperion Planning product module, Public Sector Planning, and Budgeting; and case studies and examples of different ways you can use these planning processes and solutions in your organization.

This session will walk attendees through development ideas such as the utilization of row and column templates and reporting objects, both of which drive a development and maintenance-friendly solution. The concept of report standardization will be discussed leaving attendees understanding their importance. Reporting preferences that result in a better end-user experience and solutions to tricky report requests will also be covered. Attendees will leave with concepts that are easily implemented into their new or existing reporting environments. They will also understand some technical hurdles that they will encounter, and how to overcome them.

Public Sector Budgeting & Planning - not just for public sector organizations! Come to this session to see details on the components included in Oracle's Hyperion Public Sector Budgeting & Planning solution. This session will include a live demonstration of the solution and details on how it may apply to your organization.

Driver-based planning has never been more important. Learn how to create account level spreads to create a detailed level driver-based planning application.

Robert Ceccuti, Mangna International

Do you need Hyperion Planning to talk to HFM? Do your users want to consolidate Hyperion Planning data quickly without dependence on daily refresh cycles? Have you unsuccessfully tried to build consolidation and elimination logic for complex structure in Hyperion Planning and found a workaround to get through? We may be able to help you provide insight into how to start on your journey towards integrating Oracle Hyperion Planning and Oracle HFM and make best use of each product's unique strengths to complement and solve your business planning needs.

Tedious, painful, and pretty much useless for decision making. That's how many companies characterize the annual budgeting process. Rolling forecasting is an alternative approach providing decision makers more up-to-the-moment information. This session will discuss how to leverage Oracle Hyperion Planning to enable rolling forecasting. In addition to the technical aspects, this session will cover some of the challenges an organization may face moving to rolling forecasts as well as strategies to address them. A Hyperion Planning application to support rolling forecast will be used to illustrate this session.

Are you are solid with the basics but are ready to go deeper with calc manager? Then this is the session for you.

Tom Blakeley, Performance Architects

Learn how to get started with Oracle Hyperion SmartView for Office v11.1.2.1 tool. This presentation will be providing an interactive demo session on how you can leverage the latest version of SmartView, whether you are a new user or an avid Excel Add-in user. The session will be demonstrating a variety of features including basic Excel ad-hoc reports and drill throughs, PowerPoint presentation integration, leveraging your Hyperion Planning data forms, and even some Smart Slices. Come armed with questions and join us at Kscope!

Hyperion Financial Management is the market's leading product in the financial management, consolidation, and reporting space. Why are so many companies turning away from the consolidation products being pushed by their GL/ERP vendors? Come learn how HFM, along with FDM, can reduce your financial close cycle time with an easy to use, Web-based front-end. If you are still using Hyperion Enterprise, you'll hear the straight scoop on why going to HFM might or might not be better for you.

Get the most out of Oracle Hyperion Financial Close Suite by learning some of the latest tips and tricks for optimizing your Financial Close Management solution. In this session, you will learn about Close Manager custom integrations with leading Oracle and non-Oracle solutions. Additionally you will learn about the new Account Reconciliations module which is dedicated to the management of account reconciliations.

Planning with the release of 11.1.2.2 has completely changed its UI. In this session you will learn how the new UI looks like. You will also learn how to customize this new UI. The session describes various aspects of customization with examples. Some of the customization covered in this session are Labels, Messages, Workflows, UI Skinning, Reports etc.

This session covers information on how a customer could use Exalytics for their Planning implementations. The session discusses 3 main use cases where customers will get the most benefits by using Exalytics in their environment. You will also find technical details about the Exalytics hardware, performance benchmarks conducted internally within Oracle.

Planning and HFM experts answer your tool related questions.

The objectives of this session include: what is Oracle's BI Foundation Suite; features and functions for reporting, ad-hoc analysis, and dashboards; and making sense of the alphabet soup of Oracle's reporting tools.

The objectives of this session include: Essbase add-in users will learn about the expanded functionality of Smart View; Details on the top ten new features of Smart View 11.1.2.102; and Learn how to easily migrate to the new Smart View add-in.

The purpose of this presentation is to detail a client case study on the use of Accelatis to: Review Performance degradation of the client's HFM applications; track user activity to isolate process bottlenecks; review server and infrastructure activity; facilitate the application review; and assist functional and infrastructure consultants to make technical, functional, and process recommendations.

How can I make my life easier as a Planning administrator? How can I enhance the end user budgeting and planning experience (simplifying, reducing complexity, and making the overall painful process a bit easier)? This session will show how to work more efficiently with your Planning implementation and administration, allowing you to spend more time on the fun projects while impressing both users and your management. You will learn how to get the most out of your Planning functionality, and learn how to optimize you current application, including application design, data loads, use of Business Rules, user provisioning, and smart lists, and much more.

So, here you are with your cutting edge EPMA-enabled applications. You are clearly comfortable with administering your EPM applications from the application library from Workspace. You are a pro with managing your shared library and your metadata maintenance activities. The neophyte administrator is now ready to enter the "sophomore class"in EPMA U! For the next hour, you will indulge in those intimidating EPMA features: Data Synchronization and the EPMA Batch Client. First, in the Data Synchronization section, you will be able to map dimensions with ease and take on the different flavors offered for Data Sync: (1) between two EPM applications, (2) from flat files as sources, and (3) from interface tables as sources. Next, the session will demystify the EPMA Batch Client, which will add the sleek you seek for your Oracle Hyperion EPM environment by enabling "lights out"automation capabilities for your EPMA application and metadata maintenance activities. The session will cover using both modes: command line and script mode. Also, it will break down the steps in configuring the command line files that will be used for the input file in the batch client. You will also walk away with quick start code examples, so you can use these right away in your maintenance automation processes. Get ahead of the class and add these gold stars to your EPM arsenal!

Hyperion Planning provides an excellent platform for deploying enterprise-scale budgeting and forecasting solutions. However, the Hyperion administrator's options for reporting on the underlying metadata repositories are limited. This task is further complicated by the de-normalized nature of the tables. This presentation will expose many of the secrets of the Planning Repositories and provide a set of pre-built queries ready to deploy. Attendees will receive printed and digital copies of all queries along with explanations of specific functionality and a live demo of the content.

Learn how to extract metadata and data from the source system using either SQL scripts or ODI. Automate the process on a daily basis either by ODI automation, script automation, batch file automation, or chron job automation. Automate FDM process will check every two minutes for new files to process. Once the script finds new files, the FDM process starts (IMPORT, VERIFY, LOAD & CHECK) and an e-mail notification will send user(s) a list of unmapped accounts .

During this session, Hyperion Planning experts will discuss the use, benefits, and limitations of Smart Lists, UDAs, Attributes, and Text Measures. Cases and real-world examples will be used to help determine when best to use each.

The rumors are true! The interface and method for building Data Forms changed considerably in Hyperion Planning 11.1.2. Exciting new features such as Row and Column formulas and validations are now available. This session covers all of the new data form features in 11.1.2.

This session will focus on new features for Planning that allows end users to complete the entire planning cycle in Excel. We will explore key new features related to the latest version of the Smart View client. Features like new additions and enhancements to ad-hoc analysis including Essbase parity, improved formatting options, enhanced connection management, the Smart View panel, and more.

Hyperion Workforce Planning: There is sometimes confusion in the market space as to "when," "why," and "how" to utilize Workforce Planning. Both customers and developers are faced with the decision of how best to utilize the purpose built model to accomplish staff level planning. The session will help attendees understand the capabilities of the Workforce Planning module, and then show the sequential steps required to implement and/or customize the module to specific needs.

This presentation focuses on enabling strategic growth within existing EPM solutions, and maximizing your investment by further enabling users to connect to your information using OBIEE. As a beginner/intermediate presentation, the focus is on introducing capability by showcasing IPAD support; this is reinforced by allowing hands-on activity by audience members. The presentation also looks to address the BI fundamentals of quality over quantity and information as opposed to data.

Would you like to have one report that allows the user to see Actual, Plan, and PriorYear - for any level of your organization, AND the variable number of children of that level? How about run-time options to show/hide the Plan/PriorYr values? Or a choice of Value or percentage variances, or both? Techniques of developing just such reports, partially by editing the report XML, will be shown along with examples of how the reduced code base decreased development and maintenance. These techniques allow one to seven columns for each parent and each of N children to be displayed in one report. Custom pagination prevents FR from splitting columns groups between pages.

Have you heard of WorkForce Planning but don't know specifically how it works? Are you uncertain if it is a good fit or will meet the projection, forecast, or budget needs of your organization? This session will walk through the out-of-the box WFP functionality for planning salary, taxes, and benefits for existing and new employees. The presentation will conclude with items that are NOT a part included in an out-of-box WFP implementation. This is a must-see for those considering WFP.

Janice D'Aloia, Mo'mix Solutions

The City of Albuquerque, along with their implementation partner, Mo'mix Solutions, will present how their implementation of Hyperion Planning for Public Sector has helped them achieve their goals to replace an aging and outdated legacy budgeting system as well as to significantly improve and streamline the budgeting process. Their new system gives the City the ability to effectively analyze their budget data.

You may have already come across CapEx (capital expenditure) Planning and you may already even own it, but do you have any idea how to use it? In this session, you'll find out if CapEx is a good fit for your asset budgeting needs as this session goes behind the scenes. The session will show you the business rules, smart lists, accounts, formulas, and more that make up CapEx, so by the end, you'll know if CapEx is right for you. If you are considering CapEx and want to know if you should buy it or if you own it and want to know if now is the time to implement, don't miss this session.

Don't be caught stuck in a silo when integrating Oracle Hyperion Planning and Essbase with HFM. Designing integrations for global organizations with complex entity structures, elimination entries, and multiple currencies requires special consideration. Using a case study approach, best practices in designing dimensions and integrating metadata are presented. Different options are discussed along with the corresponding pros and cons and EPMA implications.

Learn the techno speak behind the accounting and how to accomplish equity pickup and complex ownership

Are you a geek and want to get a better understanding of financial jargon, then this session is for you.

With the release of Hyperion Planning 11.1.2, Workflow and Data Validations are tightly integrated. This presentation will walk attendees through the process of configuring Approvals. A detailed live demo will highlight each of the three Approvals templates and show how Data Validations can be inserted into the workflow process.

Hyperion Planning and its related applications represent an increasingly complex and frequently changing set of tools. The associated learning curve is significant, and staying up-to-date can be difficult. Developers who want to master these tools need an environment where they can learn and experiment without affecting a "real" environment. A personal EPM Sandbox environment is a critical tool for any serious developer or administrator who wants to gain a deeper understanding of Hyperion Planning. This presentation will provide attendees with a step-by-step guide to getting Hyperion Planning up and running on a laptop.

The 11.1.2.2 release of Planning comes with a new pre-packaged Project Financial Planning Application and provides a new Web 2.0 look and feel user experience for Hyperion Planning on the Web. Within its Smart View for Office interface, the Predictive Planning capabilities allow Planning users to improve accuracy through the use of statistical forecasting. The availability of Strategic Finance within Smart View in this release now allows users of Strategic Finance to perform real time what-if scenario modeling in Excel and tie it into their Planning process. The release also delivers significant enhancements to the Public Sector Budgeting Application offering.

to come