Finit is a consulting firm specializing in Oracle's Hyperion Planning, Essbase, and other EPM tools. The presentation discusses Oracle's new Simplified User Interface for Hyperion Planning, which provides an improved user experience optimized for tablets. Key differences from the traditional Workspace include a redesigned dashboard, navigation using clusters and cards, and new features like valid member combinations. The presentation demonstrates the Simplified User Interface and notes some considerations for application design with its additional capabilities.

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Hyperion Planning Interface:
Simplified!
February 17, 2017
Chuck Usher, Lead Consultant

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• Founded in 2002
• 80+ employees in 20+ states
• Mostly CPAs, MBAs
• 50+ Planning / Essbase Clients
• 80+ HFM Clients
• Managed largest roll-out of HFM in North America
• Market Leader in ARM/FCM
• World Leader in FDM implementations and custom
solutions
Finit Overview

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Finit Customer Success
Our values, culture, and approach to
becoming a trusted advisor to our
customers has led to
100% customer success
for every Finit client (250+) and for
every Finit project (800+)

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Some Finit Customers

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Questions

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About the Presenter
Chuck Usher (cusher@finit.com)
Lead Consultant (Planning/Essbase, FDMEE)
Education & Certifications
BS – Management, Rutgers University
MS – Computer Information Systems, Bentley College
Planning, Essbase, PBCS certified
Experience
15+ years with Oracle EPM tools
10+ years in FP&A before that
Client Testimonial
Finit has a remarkable reputation and no matter who you meet from
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Each of them is knowledgeable in so many aspects and takes the time
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bar of professionalism while maintaining an enjoyable atmosphere.

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Hyperion Planning Interface: Simplified!
• Simplified User Interface: What is It?
• Simplified User Interface vs. Workspace
• On premise vs. PBCS
• Tablet / Mobile Access
• Customization
• Design Considerations: Features Not in
Workspace
• Demonstration
• Questions and Answers

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©2016
Simplified User Interface:
What is It?

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Simplified User Interface: What is It?
• Re-written user interface
• First released with version 11.1.2.3.500
• Fully released with version 11.1.2.4
• Tablet-Friendly
• Completely different look and feel from
Workspace
• Ideal for the Cloud with no Server access
• Most new features only available in S.U.I.
• Oracle states servers can handle 33% more
load

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Simplified User Interface

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PBCS
• May launch S.U.I. from the Planning Landing page

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Keep in Mind
• Only Landscape mode for iPad and Android
tablets
• User experience better on iPad than
Android devices
• Safari browser for iPad and Google Chrome
for Android are recommended
• IE 11 in standard mode

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More to Keep in Mind
• A PDF viewer is required to view reports;
Adobe is recommended but others also
work
• Some administration functions are only
available from the desktop
• Slow performance may require system
parameter FUSE_MEMBERS_THRESHOLD
to set a maximum number of members to
be displayed on a page

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Launching the Simplified User Interface
• On premise installations use a separate URL:
• http://web server:port/HyperionPlanning/
• Launch an existing application
• Create, Delete, or Register an application

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Applications Compatible With the S.U.I.
• Existing applications
• Developed in Workspace or in the S.U.I.
• New applications
• Sample application
• Simple application
• Advanced application

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Supported Applications Created In S.U.I.
• Creating applications in the Simplified User
Interface
• Sample Application named Vision
• Simple Application
• One plan type
• Add up to 20 total dimensions
• Only MDX member formulas
• Does not support
• Business Rules
• Map to Reporting
• Copy Data
• Copy Version
• Exchange Rates
• Currency Conversion
• Can be converted to an Advanced Application

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Supported Applications, continued
• Advanced Application
• Two plan types with option to add more
• Max of three BSO and four ASO plan types
• May add up to 20 total dimensions
• Supports
• Custom calendars
• Business rules
• Member formulas
• Cannot be converted to a Simple application

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©2016
Simplified User Interface
vs. Workspace

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Simplified User Interface
PBCS On Premise

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Dashboards
• Forms
• Charts
• URL
• Commentary

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Tasks

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Plans
“Plans” is now called
“Data Entry” on the PBCS

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Rules

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Approvals

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Reports

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Console – On Premise

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Console -> Application -> Plan Types
“Plan Types” are now called
“Cubes” on the PBCS

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Console -> Application -> Dimensions

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Console -> Jobs

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Console – PBCS
• Includes
• Shared Services
• LCM
• Calc Manager
• Data Management
(FDMEE)

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Settings – On Premise

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Settings – PBCS

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Academy

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Navigator – On Premise

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Navigator – PBCS

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Tablet / Mobile Access

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Tablet Access
• Enable artifacts for Tablet Access from
Workspace
• Forms
• Task Lists
• Business
Rules

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Enable Forms

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Enable Task Lists

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Enable Rules

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Tablet View

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Tablet View

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Tablet View

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Tablet View

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Customization

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Customization
• Change the theme - colors
• Add Logo
• Add a background image
• Settings -> Appearance

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Logo

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Background

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Design Considerations:
Features Not in Workspace

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Design Considerations: Features Not in
Workspace
•Only available in the S.U.I.
• Dashboards
• Navigation Flow with Clusters and Cards *
• Smart Push *
• Instant Save
• Autosave and Undo
• Format Data in Forms
• Planning Inbox / Outbox
• Valid Member Combinations *
* right now only on PBCS

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Dashboards
• Forms
• Charts
• URL
• Commentary

53. Navigation with Clusters and Cards
• Create custom clusters and cards
• May be even better than task lists to guide users???
• Only on PBCS as of now

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Creating Cards

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Navigation with Clusters and Cards

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Navigation with Clusters and Cards

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Navigation with Clusters and Cards

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Navigation with Clusters and Cards

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Smart Push
• Only available on PBCS as of now (both S.U.I. and
Workspace)
• Data Map attached to a form
• Moves data from one Plan type to another
• Executes on save
• Utilizes form POV and Page to limit data
• “Game changer” when designing applications

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Instant Save
• Simple data forms
• Click Save
• No confirmation message
• Changed data saved instantly UNLESS
• Suppress missing data is on
• Suppress missing blocks is on
• A business rule is selected to launch on Save

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Autosave and Undo
• Only with Simple forms
• Values are saved when moving out of a cell
• No prompt or message
• Successive Undo actions available (Ctrl-Z)
• Must be turned OFF
• Suppress missing data
• Suppress missing blocks
• Optimal Performance
• Only dense dimensions on rows and columns
• If sparse dimension on rows or columns then use Hybrid
• Run Form Rules on Autosave
• For example, a row with a member formula

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Format Data in Forms
• Simple forms and ad hoc
grids
• Increase / decrease font size
• Bold, italic, underlined
• Font color
• Background
color
• Wrap text
• Default formatting takes
precedence
• Changed value not yet saved
overrides formatting applied

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Planning Inbox / Outbox
• May be used with Jobs
• Actually on the server in the Import_Export
folder for LCM but may not access from LCM
• Must manually be purged
• May upload and download files

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Valid Member Combinations
• Define groups of intersection rules (each group
specifies the same dimensions)
• Invalid trumps valid when multiple rules are
defined
• May use subvars
• May be disabled

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Define Valid Intersections

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Invalid Intersection

67. Valid Member Combinations
• Only works in S.U.I.
• Does not work in Workspace
• Does not work with ad hoc in Smart View
• Right now only available on PBCS
• Have been awaiting this functionality for years
• Excellent for multi-product implementations
• Planning can now limit intersections like HFM
• Transferring data to HFM will be easier – no kick outs

68. Valid Member Combinations
• A better way to control where users may load
data
• Do not need to have lots of special forms
• Security layers
• Dimensions
• Invalid intersections
• Forms
• Approvals
• Another “Game Changer”?

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Demonstration

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Summary

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Hyperion Planning Interface: Simplified!
• S.U.I. is the future direction for Planning and all of EPM
• Improved User Experience
• Better performance
• Forms and data render faster
• More features only available in the S.U.I.
• Dashboards
• Navigation with Clusters and Cards
• Valid Member Combinations
• Format data in forms
• Autosave
• Include S.U.I. and S.U.I.-only features in application designs
• Change is Good!

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Questions?
Chuck Usher
cusher@finit.com
www.finit.com

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Thank You for Attending!
Today’s Presenter:
Chuck Usher
cusher@finit.com
General Questions:
Greg Barrett
gbarrett@finit.com
Joe Mizerk
jmizerk@finit.com
Cathy Lawton
clawton@finit.com
Copy of the slides or
Recording:
Email us for a copy of the slides or a
link to the recording
insights@finit.com
Past webinars:
www.finit.com/webinars
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updates:
@Finit_Solutions

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