The recent release of Oracle Hyperion Financial Management 11.1.2.2 has some big changes. This 11.1.2.2 release brings new features, enhancements of existing ones, and a redesigned user interface. In this webinar we will show: New features: o Configurable dimensionality: As few as 2 but more than 4 custom dimensions allowed now! o Opening multiple HFM applications in one session o “Favorite” members now defined to ease user POV selection o Combination of Data Extract and Extended Analytics Enhancements: o Faster data retrieval engine in data grids and reports o Improved web navigation o Grid designer drag-and-drop features o IE9/Office 2010 support on a 64-bit platform New user interface: o Compared to System 9 and Version 11.1.1.X, this user interface is significantly different o Single point of administration o “Legends” to explain purpose of different-colored items o Removal of unnecessary dimensions from Forms and Grids – User POV concept

1. Getting the Most out of EPM
What’s New in Hyperion Financial Management
11.1.2.2
October 19th, 2012
Erich Ranz (eranz@finitsolutions.com)
www.finitsolutions.com

2. Finit Introduction
Finit Solutions specializes in consulting services in the Oracle Hyperion Enterprise
Performance Management Solutions suite of products:
Financial Close and Consolidation Planning and Business Intelligence
– Financial Management (HFM) – Planning
– Hyperion Enterprise (HE) – Core Planning
– Financial Close Management (FCM) – Modules (Workforce, CapEx,
– Disclosure Management (DM) Project Financial Planning)
– Account Reconciliation Module (ARM) – Essbase (ASO / BSO)
Integration
– Essbase Analytics Link (EAL)
– Financial Data Quality Management (FDM) Reporting Tools
– Oracle Data Integrator (ODI) – Financial Reporting
– Enterprise Performance Management – Smart View / Essbase Excel Add-In
Architect (EPMA) – OBIEE
– Data Relationship Management (DRM) – Financial Management Analytics (OFMA)
– Other (ERPi, EIS, etc.) – Web Analysis + HPCM
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3. Finit Services
Finit’s consulting services cover a broad range of implementation and post
implementation options.
Finit Solutions: Implementation Services Finit Answers: Post Implementation
– Full cycle implementations Support
– Discovery and Requirements – Access to Hyperion SME’s (Dedicated
support team and available consultants)
– Global Design
– Customer Service Focus
– Detailed Design and Build
– Time and Materials Support
– Testing and Training
– Flexible support packages tailored to
– Deploy
client needs
– Infrastructure Services
– Guaranteed Response Times
– Data Services (historical data, GL data
– Technical and Admin / Functional
integration)
Support
– Project / Program Management
– Short-term remote staff augmentation
– Product Upgrades services
– Redesign / Enhancements
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4. Finit’s Focus
We strongly believe that Service + Solutions = Maximum Value
Service
– Consultant compensation model is based upon client satisfaction with
consultant’s work, not how many hours they charge.
– Finit has no external owners and Finit partners are involved in every full-
cycle implementation.
– Finit uses its own employees, not contractors.
Solutions
– Finit consultants are Hyperion product experts who enjoy designing, building
and deploying great solutions, applications and processes.
– Finit works closely with Oracle Hyperion development on product strategy
and beta testing.
– Finit consultants receive 2 weeks of product / functional training a year.
– Finit Answers provides support services on a pay-as-you-use model.
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5. Finit’s Values
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6. Finit’s Client Service
Our client service approach has led to 100% customer
satisfaction for every Finit client (170 and counting) for
every Oracle Hyperion project (over 300 and counting).
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7. Some Finit Clients
•
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8. Question and Answer
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9. About the Presenter
Erich Ranz
eranz@finitsolutions.com
• Former HFM/FDM administrator
• 7 years experience with Hyperion products
• 12 years in Finance
• Based in Wichita, KS
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10. Agenda
 Configurable Dimensionality
 User Interface
 Demo
 Q and A
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11. Installation
 Separate download files for each client utility.
 Server configuration automated.
 HFM-specific configuration steps simplified.
 New FR print server.
 Web applications deployed into a single, managed server.
 Configuration Utility
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12. New Product Support
 Internet Explorer 9
 Smart View supports the 64-bit version of Microsoft Office 2010
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13. Configurable Dimensionality
 More than four custom
dimensions available
 At least two custom dimensions
required
 Usage similar to Essbase
 Can be stacked or used for
unique purposes
 Dimension size guidelines
 Large (up to 2 billion members)
 Medium (up to 32,000 members)
 Small (up to 128 members)
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14. Application Upgrade Utility
 Enhanced to support configurable dimensionality.
 Upgrades:
 Member Lists
 Data Grids
 Data Forms
 Journal Reports
 Intercompany Reports
 Custom1 Example
 Pre Conversion: Short label: C1, Long label: Custom1, Alias: Products
 Post Conversion: Short label: C1, Long label: Products
 Other metadata properties/settings remain unchanged
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15. Rules File
 Rules file might require updating if:
 More than four custom dimensions have been defined
 Custom Short Names have been set as something other than “C1”, “C2”, “C3”, and “C4”
 Rules file will not require updating if:
 No new custom dimensions are added
 Custom Short Names have been set as “C1”, “C2”, “C3”, and “C4”
 Rules syntax remains the same
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16. New Rule Functions
Function Description
ApplicationName Returns the name of the application in which rules are running.
Determines if the cell contains cell text for the specified label and updates the cell text
ContainsCellTextWithLabel information.
CustomTop Returns the CustomTop member for the current or specified Account member.
DataUnitItem Returns the data unit item to process during consolidation, calculation, or translation.
DefaultParent Gets the default parent for the current Account member or a specified Account member.
Gets the cell text from the Point of View for the specified cell text label. CellTextLabel is either the
GetCellTextWithLabel default cell text label (“*Default+”) or one of the valid loaded cell text labels.
Returns a list of Custom dimension labels in an array. Returns two arrays, one with Custom short
GetCustomLabelArray names and one with Custom long names.
Gets an individual record to process for consolidation. This function is used when you have more
than four Custom dimensions. Returned is a two dimension array containing the dimension
GetItemExtDim information with dimension label in Dimension 1 and member name in Dimension 2.
Using dimension IDs, gets an individual record to process for consolidation. This function is used
when you have more than four Custom dimensions. Returned is a two dimension array containing
GetItemIDs2ExtDim the IDs for both the dimension and member.
Returns the total number of Custom dimensions defined for the application. For example, if you
create five Custom dimensions, delete one Custom dimension, and add two Custom dimensions,
the value returned for this function should be six, which is the total number of Custom dimensions
NumCustom defined for the application.
SetCellTextWithLabel Updates the cell text information for a specified POV and cell text label.
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17. GetItemExtDim
 11.1.2.1 and prior
 11.1.2.2
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18. New Interface Enhancements
 Support for multiple applications in Workspace
 Support for multiple modules and documents in an application
 11.1.2.1  11.1.2.2
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19. Menu Navigation and Layout
 11.1.2.1 Load Tasks
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20. Menu Navigation and Layout
 11.1.2.1 Left Hand Pane  11.1.2.2 Demo
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21. Point of View Improvements
 11.1.2.1 POV
 11.1.2.2 Demo
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22. Improved Document Manager
 11.1.2.1
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23. Improved Document Manager
 11.1.2.2
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24. Improved Data Grid UI
 11.1.2.2
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25. Improved Data Form UI
 11.1.2.2
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26. Improved Journals UI
 11.1.2.1 Journal Entry and Process Journals
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27. Improved Journals UI
 11.1.2.2 Manage Journals
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28. Extract Data Process
 11.1.2.1 Extract Data
 Limited options
 No journals
 Base members
 11.1.2.2 Extract Data
 Incorporation of Extended Analytics
 Flat file no longer zipped
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29. Win32 Client Changes
 11.1.2.1  11.1.2.2
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30. Hosted Online Help
 11.1.2.1  11.1.2.2
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31. SmartView
 MS Office 2010 64-bit support
 Excel Formatting Enhancements
 Data grids opened through SmartView
 New VBA Functions
 New Panel and Connection buttons
 HsGetValue function
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32. Finit Contacts
insights@finitsolutions.com
Questions?
-> Erich Ranz
eranz@finitsolutions.com
913-221-4984
Email us for a
copy of the slides or More EPM Questions?
ask@finitsolutions.com
link to the recording.
www.finitsolutions.com
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