Oracle Hyperion EPM Update. Presented by: Ralph Shields October 24, 2014

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1 Oracle Hyperion EPM Update Presented by: Ralph Shields October 24, 2014

2 BizTech Oracle advisory, resale, implementafon, hosfng, management, and support. BizTech Clients: Growth- oriented midsize and large organiza2ons. BizTech Value: We make Oracle easy and cost effec2ve as an elas2c extension of your organiza2on. BizTech Difference: Integrated services for the en2re EBS/Fusion, EPM, BI technology stack and lifecycle. 2

3 Agenda Overview Planning Enhancements - 46 Financial Close Enhancements - 47 Essbase Enhancements - 14 SmartView Enhancements 24 Other Enhancements - 86 Summary 3

4 Oracle Hyperion Overview - Headline Enterprise Performance Management (EPM) System Released April 30, 2013 Many major enhancements Released April 2, 2014 Mobile app and support for tablets Released this week! 4

5 New Support for Tablets and Mobile Support for Apple ipads and iphones and Andriod Phones and Tablets Planning Financial ReporFng Studio 5

6 New - Oracle Hyperion Tax Provision Oracle Hyperion Tax Provision is a comprehensive global tax provisioning solufon for mulfnafonal companies reporfng under US GAAP or IFRS. The solufon encompasses all stages of the corporate tax provision process including tax automafon, data collecfon, tax provision calculafon, return- to- accrual automafon, tax reporfng and analysis. The Hyperion Tax Provision applicafon is built using Financial Management and leverages all its funcfonality. 6

7 Overview Press Release Summary Leverage ERP ERP IntegraFon Adapters Data Governance Data RelaFonship Management (DRM) Integrated Suites Strategy Management, Planning and ForecasFng, Financial Close and ReporFng, and Profitability and Cost Management EPM is now Part of Business AnalyFcs Business Intelligence Technology and AnalyFc ApplicaFons 7

8 Overview - Themes Plan for Growth Profitability and Cost Management on ExalyFcs Planning Usability Report with Confidence Financial Management AnalyFcs Ease of Use Financial Close Management Ease of Use Tax Provisioning alignment with Financial ReporFng Accelerate Time to Value New out- of- the- box capabilifes for Financial Data Quality Management Data RelaFonship Management Planning modules 8

9 Planning Enhancements Ease of AdministraFon SmartView dimension administrafon Members on the fly Module enhancements PFP, Public Sector, Workforce, CapEx Scalability Aggregate Storage OpFon (ASO) 9

10 Configurable feature set Dynamic POV on Forms Based on one or more selecfons from other dimensions On Demand rules on Forms Task AutomaFon Extended dimensionality Custom Dimensions Add later Intercompany Befer modeling Equity Pickup enhancement Member ProperFes View anywhere Copy ApplicaFon and Ownership enhancements Financial Management / Close Enhancements 10

11 Essbase OpFmizaFon RUNTIMESUBVARS New @MEMBERAT, Enhancements to befer support Unique member names AddiFonal configurafon and logging senngs Universal/Uniform Naming ConvenFon (UNC) support 11

12 Status bar for retrieval progress Financial Management Data Grids SmartView Enhancements Cell- based Point of View (POV) member selecfon Visual Basic (VBA) FuncFon enhancements Enhanced administrafve control of Default opfons Shared connecfons OBIEE ConnecFon Planning AdministraFon extension 12

13 Other Enhancements OBIEE IntegraFon with Workspace New CalculaFon Manager custom defined funcfons Launch MAXL from calculafon script Conversion uflifes Text to number, number to text, etc. FDQM is now FDQMEE 13

14 CumulaFve Feature Overview Tool: Download from support.oracle.com Resources CalculaFon Manager Crystal Ball Dashboard Development Services Data RelaFonship Management EPM Architect EPM System InstallaFon and ConfiguraFon ERP Integrator Essbase Essbase AdministraFon Services Essbase Studio Financial Close Management Financial Data Quality Management Financial Management Financial ReporFng Integrated Margin Planning Integrated OperaFonal Planning InteracFve ReporFng Performance Scorecard Planning Profitability and Cost Management Provider Services Shared Services Smart Search Smart View for Office SQR ProducFon ReporFng SQR ProducFon ReporFng Studio Strategic Finance Web Analysis Workspace 14

15 Contact InformaFon Ralph Shields

16 Additional Details CFO Tool What s new from to

17 CFO Tool Summary - Planning SmartView Dimension Editor Requires SmartView for Office Administrator Client install Public Sector Recurring requests Decision packages Afributes Copying ReporFng Revisions Dashboards 17

18 Members on the fly CFO Tool Summary - Planning No administrator involvement required Custom Dimension hierarchy by Plan Type Task Lists Copy Version for scope of form Task List status dashboard Grid Scroll Preferences Set by user Display Default, Name, Alias, Name: Alias, Alias: Name 18

19 CFO Tool Summary - Planning Aggregate Storage (ASO) for Essbase databases Scalability 19

20 CFO Tool Summary - Planning Outline Load UFlity More robust and automatable SQL integrafon Logging Approvals Approvals Dashboard Rolling Forecast Enhancements Form Design Edit from within end- user view Composite enhancements Where used, Edit simple from within composite 20

21 Home Page CFO Tool Summary - Planning Forms, Task Lists, or Approvals Currency dimension editor RunFme prompts Override value can now be set per rule / ruleset 21

22 CFO Tool Summary - Planning Project Financial Planning (PFP) Usability Streamlined task lists Expense Planning, Revenue Planning, Project Performance, and Funding Composite Forms One composite per project type Streamlined menus Spread logic enhancements Fill, SpreadEvenly Overhead review form PFP Earned Value Management (EVM) Enterprise Performance Management Architect (EPMA) Support for PFP 22

23 What s New New Enterprise Performance Management Mobile ApplicaAon - A new Smart Phone based applicafon that: Enables on- the- go review and approval by managers and execufves Provides users with easy access to key business informafon for faster decision making and improved process flow Allows approvals and workflow across Planning, Financial Management, and Tax Provision Offers a consistent user experience across EPM products by leveraging Oracle ApplicaFon Development Framework (ADF) mobile technology Supports Apple and Android phones available for download from the Apple App Store (Available Soon) and Google Play Store (Available Now) Enterprise Planning - Significant enhancements on Hyperion Planning, including: New Planning user experience opfmized for Tablet devices. Supports Apple and Android Tablets Supports Mobile and Desktop browser environments Full writeback and end- user funcfonality Preserve Microsor Excel formanng in planning forms PredicFve Planning support for Planning ASO cubes Financial Close - Key funcfonal and usability enhancements are delivered as part of this release. Financial Close Management includes a streamlined organizafon of the reconciliafon making it easier to see key informafon quickly, and the ability for users to define acfon plans, including updates, even arer the reconciliafon is closed Financial Data Quality Management, Enterprise EdiFon (FDMEE) adds support for PeopleSor 9.2. Profitability and Cost Management - Hyperion Profitability and Cost Management (HPCM) delivers key funcfonal enhancements and significant performance improvements in this release: Concurrent Calc Script ExecuFon for ExalyFcs provides accelerated calculafons on Standard Profitability Models Parallel SQL execufon on Detailed Profitability Models when deployed on Oracle database A series of funcfonal enhancements to support more job types in the job library, assignment rules and reporfng via Oracle Smart View Oracle Data RelaAonship Management- Key funcfonal enhancements delivered as part of this release provide addifonal capabilifes including: New Governance web service to trigger workflow requests directly from external systems Evolve governance workflow models and tasks based upon changes in business processes PlaHorm Support Updates - Highlights include updated support for database, desktop client, browser, Microsor Office and mobile OS plasorms. 23