Oracle Hyperion Tips and Tricks. NEOAUG Eric Sanders, Gordon Strodel Monday, October 22, 2012

Transcription

1 Oracle Hyperion Tips and Tricks NEOAUG Eric Sanders, Gordon Strodel Monday, October 22, 2012

2 Agenda About Archetype What s New in : New User Interface Calculation Manager Manage Substitution Variables via Planning Cell Data History Rolling Forecast Forms Breadcrumbs for Navigating Among Forms Miscellaneous Tips & Tricks Recommended IE settings New HFM Features What s New in : Validation rules for cells, rows and columns Sorting Web Forms and Grids Row and column formulas Ad Hoc Grids Approvals Smart View Migration Tips Key Takeaways Archetype Consulting, Inc Confidential > 2

3 About Archetype

4 About Us ARCHETYPE IS A MANAGEMENT AND TECHNOLOGY CONSULTING FIRM FOCUSED ON IMPROVING THE EFFICIENCY AND EFFECTIVENESS OF DECISION MAKING Operational Efficiency Predictive Analytics Performance Management Information Architecture Finance Strategy Project Management Software Selection Systems Implementation Architecture Advisory Assessments Key Business Highlights: Boston, New York, Seattle, London Finance Transformation and Finance Focused Technology Significant and growing customer base, 100% reference-able Highly talented, senior consulting team with a broad base of business and technical experience Expertise in Oracle, SAP, IBM and others Flexible Engagement Model T&M, Fixed fee, Managed Services Project based or specific skills Archetype Consulting, Inc Confidential > 4

5 Archetype Consulting Offerings Business Process Re-design Budgeting and Forecasting Use Case Analysis & Development Consolidation & Reporting Strategy Management Enterprise Application Integration System Selection Operational Efficiency Performance Management Product & Customer Profitability Financial Close Optimization Analytical Applications Predictive Modeling Business Intelligence Dashboards & Scorecards Predictive Analytics Information Architecture One Version of Truth Master Data Management CoA Re-Design / Optimization Data Transformation & Alignment, Data Warehousing Archetype Consulting, Inc Confidential > 5

6 New User Interface for

7 New User Interface for Overview of New GUI By default, users begin at the Task List home page in Planning: Archetype Consulting, Inc Confidential > 7

8 New User Interface for Overview of New GUI The main form selection page one subtle difference is the tabs at the top: Archetype Consulting, Inc Confidential > 8

9 New User Interface for Opening webforms has changed. This is a training point for users! This page is for editing webforms. If you click a webform here, it will not open! Open the webforms over here! Archetype Consulting, Inc Confidential > 9

10 New User Interface for Webform Details Webforms look slightly different: Selection arrow is rather small Users can re-size columns by dragging edges Archetype Consulting, Inc Confidential > 10

11 New User Interface for Webform Details Webform page drop downs now have a search box (by default): Archetype Consulting, Inc Confidential > 11

12 Calculation Manager in

13 Calculation Manager Hyperion Planning The calculation manager is the resource used in Hyperion to manage, create, and modify the calculations, aggregations, and variables used in Hyperion (HFM, Planning & Essbase can all be managed here). NOTE: In version , you could choose between Calculation Manager and Business Rules - managed from Essbase Administration Console (EAS). Calculation Manager allows for more end-user development as there are preset templates available to use, a graphical interface for those who don t want to edit Essbase code, and debugging help if the rule is not built correctly. Archetype Consulting, Inc Confidential > 13

14 Calculation Manager Overview & Navigation Calculation Manager is accessed through Workspace in the File menu: Archetype Consulting, Inc Confidential > 14

15 Calculation Manager Editing, Modifying, and Deploying Rules This area of the screen shows graphically how the rule is set-up. This area is for new objects, adding templates, or existing scripts/calcula tions. This window is where things are edited, such as scripts, variables, text, or properties. Archetype Consulting, Inc Confidential > 15

16 Calculation Manager Editing, Modifying, and Deploying Rules Once the rule is saved, you must Validate then Deploy the rule from the Actions menu. Validate ensures all of the code, setup, variables, dimension members, and anything else directly related to the rule is of proper syntax and exists in Hyperion. Use the validate and deploy function to save time. All rules must be deployed before they can be used!! Archetype Consulting, Inc Confidential > 16

17 Calculation Manager Editing, Modifying, and Deploying Rules Note: All rules will return a similar error to the following on validate. This has to do with the fact that the rules are designed with local variables to pick up the members on the dataforms. However, these variables do not exist in Essbase, so the validation engine notifies the user that the rule passes validation in Planning but not Essbase. If a user receives this error, it can be disregarded. See Oracle Knowledge Base Article for a resolution. Archetype Consulting, Inc Confidential > 17

18 Calculation Manager Run Time Prompts and Variables no major change from Business Rules In Hyperion, variables are used to eliminate hardcoding and enable flexible calculations. Thus a user can create one calculation and have it run for a user selected dimension member, such as a department or version. In the script language, variables are called out with {} brackets. To create and/or edit variables, access the variables editor from the Tools menu in Calculation Manager: Archetype Consulting, Inc Confidential > 18

19 Calculation Manager Business Rule Security Once a rule has been created in Calculation Manager, the admin will need to assign that rule to users or groups in order for Hyperion users to have access to the rules. If you are an admin user, on the lower, left side of the planning window is Business Rule Security. Click on the + next to this item to open the page to assign security to the rules. Archetype Consulting, Inc Confidential > 19

20 Manage Substitution Variables via Planning

21 Manage Substitution Variables via Planning For Planning Applications To edit substitution variables: Administration > Manage > Variables > Substitution Variables tab Changes here are pushed down into Essbase If values are changed in EAS, the values display here after a page refresh Archetype Consulting, Inc Confidential > 21

22 Cell Data History

23 Cell Data History Audit Selection To enable Cell Data History, the feature must first be enabled in Planning. Go to: Administration > Application > Reports > Auditing tab: Note: The web application server will need to be restarted. Archetype Consulting, Inc Confidential > 23

24 Cell Data History << Right clicking a cell in a webform, Show Change History Change History displays in new pop-up box. Archetype Consulting, Inc Confidential > 24

25 Cell Data History Data History can also be queried in SQL server backend for Hyperion. Use the HSP_AUDIT_RECORDS table. Filter by Type = Data ID_1 = Webform ID where data changed ID_2 = Dimension intersection changed Also displays old/new values, User who changed the value, and the timestamp of change. Archetype Consulting, Inc Confidential > 25

26 Rolling Forecast Webforms

27 Rolling Forecast Webforms New Rolling forecast setup feature. NOTE: Year and Period have to be in the columns! Archetype Consulting, Inc Confidential > 27

28 Breadcrumbs for Navigating Among Forms

29 Breadcrumbs for Navigating Among Forms Administrators can set up forms so that planners can invoke them from shortcut menus. This is how Workforce, Capital Expense and Project Financial Planning are set up. Invoking such forms using right-click (shortcut) menus, you can navigate among them by: Clicking the hyperlinked form names at the top of the page. The links reflect your navigation flow (also called breadcrumbs ). Clicking the tab named for the form. Right-clicking and then selecting the form to move to. Archetype Consulting, Inc Confidential > 29

30 Miscellaneous Tips

31 Adding All Years Member Miscellaneous Tips Click the Add All Years button to add the member to the year dimension. This allows users to view data across several years. Limitations: All Years does not include No Year Workforce and CAPEX modules do not support All Years Archetype Consulting, Inc Confidential > 31

32 Grid Diagnostics Grid Diagnostics gives the administrator the ability to see the typical load times for the webforms in the application. To run the utility: Tools > Diagnostics > Grids. Results below: Archetype Consulting, Inc Confidential > 32

33 New User Interface peculiarities for Lowest Level Dimension members (or other lowest level GUI items) always have a + for expansion despite no children or descendants Archetype Consulting, Inc Confidential > 33

34 New User Interface peculiarities for Running Business Rules To show the business rules on a webform, click the down arrows, then click Business rules for <form name> Archetype Consulting, Inc Confidential > 34

35 New User Interface peculiarities for Running Business Rules A slider window then pops up: To return to forms, click the up arrow, and select Form Folder : Archetype Consulting, Inc Confidential > 35

36 New User Interface peculiarities for Supporting Detail When adding supporting detail to an empty cell, the user needs to click Add Child first! Archetype Consulting, Inc Confidential > 36

37 New User Interface peculiarities for Running Business Rules When a Business Rule is run from a webform, a large white box appears and then a notification appears if the rule runs correctly: Clicking the X in this window will KILL the business rule! Don t close this box!! (Oracle BUG ) Business Rule finished: Archetype Consulting, Inc Confidential > 37

38 Recommended Settings for IE Optimization

39 Settings for IE Optimization (On each users local version or IT pushed settings) Issue: User gets an error message when logging in post migration Clear the cache in Internet Explorer Go to: Tools > Internet Options > Delete Browsing History Check all boxes except History and Preserve Favorites website data Hit Delete! If this does not fix the error, check the compatibility settings. Archetype Consulting, Inc Confidential > 39

40 Settings for IE Optimization (On each users local version or IT pushed settings) Make sure that Compatibility View is turned off for this site. Go to: Tools > Compatibility View Settings Insert Domain Here Ensure that the site is not in the list of Compatibility View sites and that all checkboxes are unchecked. Archetype Consulting, Inc Confidential > 40

41 Settings for IE Optimization (On each users local version or IT pushed settings) Issue: Menus aren t working properly Go to: Internet Options > Security > Choose the zone where the address would fall under > Custom settings Ensure Allow script-initiated windows without size or position constraints is Enabled Archetype Consulting, Inc Confidential > 41

42 HFM New Features

43 New HFM Features CONFIGURE DIMENSIONALITY Ability to create an application with more than four custom dimensions (unlimited amount of custom dimensions) Can specify a dimension name and alias for custom dimensions, and specify the dimension size (small, medium, or large). Can create additional custom dimensions for existing applications as well as continuing to use existing Custom1, Custom2, Custom3, and Custom4 dimensions. An application must have at least two custom dimensions. The maximum number of dimensions depends on the size of the custom dimension and the type of database. RULES New rule functions have been added and others modified to support configurable dimensionality. See the Rule Functions section of the Oracle Hyperion Financial Management Administrator's Guide. Select information taken from Oracle s HFM New Features document: Archetype Consulting, Inc Confidential > 43

44 HFM New Features User Interface Enhancements Support for multiple applications in Oracle Hyperion Enterprise Performance Management Workspace Support for multiple modules in an application Support for multiple documents or items in a module Improved menu navigation Improved overall screen layout Point of View improvements Member Selector improvements Improved Administration module layout Improved Document Manager and Task List management Improved Journals Module UI Improved system report creation Improved data grid and data form UI and design Consolidated Load and Extract functions screens Select information taken from Oracle s HFM New Features document: Archetype Consulting, Inc Confidential > 44

45 New in

46 Validation Rules Web forms can use validation rules to ensure proper/desired data is being entered correctly into a particular data point. Validations can be set at grid, row, or column levels. Example validation rule with condition to highlight the offending cell RED Archetype Consulting, Inc Confidential > 46

47 Validation Rules When webforms are opened via Smartview, data validation rules also work and appear as text balloons: 47 Archetype Consulting, Inc Confidential > 47

48 Formula Rows & Columns Hyperion Planning allows for the creation of formula rows and columns within individual web forms. To create a formula column, right click on an existing header to select Add Formula Column. To modify the formula within that column, click on the letter heading the formula column. When selected, a formula bar will appear at the top of the editing box. From here, you can select which formula you would like use for the column selected Archetype Consulting, Inc Confidential > 48

49 Ad Hoc Grids Ad Hoc grids can be used for data analysis directly in Planning OR for creating webforms. Pivot function moves dimensions between POV and Col/Rows Select Members to choose dimension members (right-click little black arrows in POV) Hitting the Right Arrow refreshes the grid Save button at bottom to save as webform Archetype Consulting, Inc Confidential > 49

50 Sorting on Webforms and Ad Hoc Grids Grids and Webforms can be sorted Descending Ascending Ignoring Hierarchy Cancel the Applied Sort Archetype Consulting, Inc Confidential > 50

51 Approvals Formerly known as Workflow The approvals process in planning is the means by which the budget (or forecast) is assigned to individual users for input and then promoted to additional people for review and approval before being finalized and locked down The Approvals process uses a Version and Scenario combination provided both members are enabled for use in the approvals process Archetype Consulting, Inc Confidential > 51

52 Approvals The planning units are arranged first by Entity and then by a user selected dimension (if desired). For the client example, a planning unit is an Entity- Department combination: Archetype Consulting, Inc Confidential > 52

53 Approvals Each planning unit is assigned an original owner, a first approver, a second approver/owner, and a final approver: Notifications can be sent by Planning to of users if the user s exists in the system, Planning is configured with the SMTP mail server, and the Planning Server is allowed to send through the company SMTP mail server Archetype Consulting, Inc Confidential > 53

54 Approvals When a planning unit status is changed (i.e. promoted, approved, etc.) the user has the ability to add a note to the action. These notes are saved in the system as long as the approvals process remains activated. Deactivating a planning unit from the approvals process removes all commentary (approval notes, process flow, etc.) for that planning unit Archetype Consulting, Inc Confidential > 54

55 Approvals Approvals process can be tied in with Webform Validation rules. For example, if a cell value is out of a certain range, the validation rule can block the promotion of that particular planning unit. Archetype Consulting, Inc Confidential > 55

56 Smart View New Home Ribbon Task List Integration Recent Connections List Archetype Consulting, Inc Confidential > 56

57 Notes on Migration from Prev. Versions

58 Migration from Prev. Versions UDA's that are in planning but not being used will be lost during migration Composite Forms often do not import correctly and must be rebuilt Create a new relational database for Calculation Manager if one does not already exist Security on Business Rules does not translate to security on Calculation Manager Rules and must be rebuilt This is a general tip, but you can use \oracle\middleware\user_projects\epmsystem**\bin\validate.bat to validate the installation Uninstall existing clients (EAS Console, Financial Reporting Studio, SmartView) and reinstall using the new installers Archetype Consulting, Inc Confidential > 58

59 Key Takeaways

60 Key Takeaways 1. Hyperion Planning has some significant UI differences from and older which need to be addressed with users (i.e. training and setup) 2. Calc Manager and Substitution variables in Planning means more centralized maintenance, but training for administrators 3. Cell Data History provides better ability to monitor changes in data 4. Additional reasons to upgrade when considering the features added in primarily Validation Rules and Web Form formula columns 5. Patch 300 is scheduled to be released in the coming months Archetype Consulting, Inc Confidential > 60

61 Eric Sanders Vice President Gordon Strodel Consultant, Hyperion Developer