This document provides an agenda and overview of financial reporting tools from Oracle/Hyperion, including Hyperion Financial Reports, SmartView, and other options. It discusses the advantages and disadvantages of each tool, how they can be used, new features in version 11.1.1, and includes examples of reports and layouts. The presentation aims to help audiences understand Oracle/Hyperion financial reporting options and how to select the best tool based on their specific reporting needs.

1. FINANCIAL REPORTING

2. AGENDA

3. AGENDA
Background
Hyperion Financial Reports
Hyperion Smartview
Demo of Key Advanced Concepts
Questions
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4. PRACTICE BACKGROUND
Leader of Oracle Practice, 1st Original
Customer of Hyperion Planning
1st Customer Migration of OFA to Hyperion
Member of Oracle Customer Advisory Board
Member of Hyperion SIG
Member of Oracle Beta Development Team
Consultant experiences (100’s of
Implementation)
Dozens of Certified Hyperion Consultants
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5. INDUSTRY BACKGROUND
Solutions built around the following industries
Financial Services
Aerospace and Defense
Manufacturing
Retail
High Tech
Consumer
Higher Education
Healthcare
Communications
Hospitality, and Real Estate
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6. CURRENT IMPLEMENTATIONS
Oracle 11.1.1 Retail Application-Multiple
Apps
Oracle 9.3.1 Multiple Implementations
A&D
Financial Services
Government
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7. UNDERSTANDING YOUR REPORTING NEEDS

8. REPORTING AUDIENCE
Read Only Viewers of the Data
Integration with Office
Ad-Hoc Analysis/Pivot Tables
Dashboard Like Feel
Provide variances to the Data
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9. DATA SOURCES FOR REPORTING

10. DATA SOURCE FOR REPORTING
Relational
Essbase
Planning
Hyperion Financial Management
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11. REPORTING TOOLS

12. REPORTING TOOLS
Financial Reports
SmartView
Web Analysis
Interactive Reporting
Answers +
OBIEE Dashboards
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13. FINANCIAL REPORTS

14. FINANCIAL REPORTS
Advantages
Highly formatted reports
Distribution of Reports
Snapshots
Scheduling
Cell Text and Supporting Detail
Data Integrity
Workspace Integration
Multiple output methods
Annotations
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15. FINANCIAL REPORTS
Disadvantages
Report Client
Limited Ad-Hoc Analysis
Performance
Prompts
No Relational Reporting
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16. REPORT KEY DESIGN PRINCIPLES
Point of View, prompts by user
Batches, Scheduling monthly books
Snapshots, be careful with security
Create a Standard Set 30 to 50 Reports
Disable Access for Certain Report during
critical process times
Create ASO Model for Archiving and Report
Distribution
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17. FINANCIAL REPORT-FORMULAS
Report Formulas vs. Essbase Formulas
Column Formulas
Row Formulas

18. FINANCIAL REPORTS-TEXT
Cell Text
Supporting Detail
Annotations
Planning Annotations

19. FINANCIAL REPORT-BOOKS
Concept of Books
Report Books
Snapshot Books

20. SNAPSHOTS
Concept of Snapshots
Snapshot Books
Snapshots

21. SECURITY
Reports Security
Books Security
Snapshot Security

22. SMARTVIEW INTEGRATION
Datasources
Importing Documents
Refreshing Documents
Leveraging Ad-Hoc

23. FINANCIAL REPORTING 11.1.1
Copy and paste repository items
Apply improved search options
Set permissions for multiple repository items
Apply folder permissions to children
Support Adobe Distiller 8 for PDF generation
Add external content to books
Add and manage annotations in reports

24. COPY & PASTE
You can copy repository items from one folder
to the same folder or to another folder.
With this feature, you save time by duplicating
and then modifying similar reports

25. SEARCH OPTIONS
With these improved search options, you save
time when searching for repository items.
You initiate a search in the Search box.
You can use the * and ? wildcards in the
Search box.
The search is not case-sensitive.

26. REPOSITORY PERMISSION
You can select multiple repository items and
define their permissions.
With this feature, you save time by managing
many items at one time.
You can define folder permissions that apply to
all items created in the folder.
This feature saves you time by assigning
permissions to items when you create them.

27. EXTERNAL CONTENT IN BOOKS
Microsoft Word (DOC and RTF)
Microsoft Excel (XLS)
Microsoft PowerPoint (PPT and PPS)
Adobe Acrobat (PDF)
Text files (TXT)
You must import the documents into the
repository before you can insert them into
books.

28. ANNOTATIONS
Threaded Annotations
Attach Documents
Footnotes
Printing
Source Intersection of Annotations

29. CAPITAL DETAIL
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30. INCOME STATEMENT
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31. EMPLOYEE STATUS REPORT
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32. SMARTVIEW

33. HYPERION SMARTVIEW ADHOC
Advantages
Excel Like Functionality
Pivot Tables
Formatting/Conditional Formatting
Point of View
Distribute to excel users
Smart Slices
Report Designer
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34. HYPERION SMARTVIEW ADHOC
Dis-advantages
Data Integrity
Dimensional Model Knowledge
Training
Reliance on Excel
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35. AD-HOC LAYOUT SAMPLE
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36. OFFICE INTEGRATION
Tools
Financial Reports
Web Analysis
Interactive Reporting
Ability to Update Documents
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37. SMARTVIEW 11.1.1
Architecture and Data Source Support
Data Source Security
Smart slices
Report Designer
Other Enhancements

38. WORKSPACE
Integrate all financial documents
Create Department Folders
Create Excel Ad-Hoc models
Create Dashboard for both KPI’s Metrics and
Ad-Hoc Analysis (Standard, and Ad-Hoc)
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39. OFFICE IMPORT EXAMPLE
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40. WHAT TOOL TO USE AND WHEN?
Financial Reporting Deck-HFR
Smartview Word and Powerpoint-Integrate Financial Documents
Ad Hoc Analysis-Smartview and WA
Simple Dashboards-WA
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41. DEMO

42. QUESTIONS AND CONTACT
Email: sean.bernhoit@linium.com
Cell: 949-235-4285
Website: www.linium.com
Linked In Oracle Group: Linium Oracle Practice
Linium Oracle Practice