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Finit Hyperion Planning & PBCS Simplified User Interface

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Finit Hyperion Planning & PBCS Simplified User Interface

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Learn how to implement Hyperion Planning's Simplified Interface. Enhance and simplify the user experience with demonstrations of customization techniques and tips for guiding the user through the planning process. See examples of existing applications that were converted from the classic interface to the simplified interface. Leave this webinar knowing how to implement the simplified interface.

Webinar Agenda

Simplified Interface: What is it?
Simplified Interface vs. Workspace
On premise vs PBCS
Tablet / Mobile Access
Customization
Design Considerations: Features not in Workspace
Demonstration



Learn how to implement Hyperion Planning's Simplified Interface. Enhance and simplify the user experience with demonstrations of customization techniques and tips for guiding the user through the planning process. See examples of existing applications that were converted from the classic interface to the simplified interface. Leave this webinar knowing how to implement the simplified interface.

Webinar Agenda

Simplified Interface: What is it?
Simplified Interface vs. Workspace
On premise vs PBCS
Tablet / Mobile Access
Customization
Design Considerations: Features not in Workspace
Demonstration

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Finit Hyperion Planning & PBCS Simplified User Interface

  1. 1. ©2016 Hyperion Planning Interface: Simplified! February 17, 2017 Chuck Usher, Lead Consultant
  2. 2. ©2016 • 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
  3. 3. ©2016 The Finit Family Fully aligned with our clients, not just bottom line $ No debt or external ownership Work with Finit employees, no subcontractors Compensation based on CLIENT SATISFACTION PRIVATELY OWNED CLIENT SATISFACTION NO SUBCONTRACTORS DEBT FREE
  4. 4. ©2016 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+)
  5. 5. ©2016 Some Finit Customers
  6. 6. ©2016 Questions
  7. 7. ©2016 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 the company, you can understand where the comments come from. Each of them is knowledgeable in so many aspects and takes the time to make sure the client fully understands the topic. They exceed the bar of professionalism while maintaining an enjoyable atmosphere.
  8. 8. ©2016 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
  9. 9. ©2016 ©2016 Simplified User Interface: What is It?
  10. 10. ©2016 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
  11. 11. ©2016 Simplified User Interface
  12. 12. ©2016 PBCS • May launch S.U.I. from the Planning Landing page
  13. 13. ©2016 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
  14. 14. ©2016 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
  15. 15. ©2016 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
  16. 16. ©2016 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
  17. 17. ©2016 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
  18. 18. ©2016 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
  19. 19. ©2016 ©2016 Simplified User Interface vs. Workspace
  20. 20. ©2016 Simplified User Interface PBCS On Premise
  21. 21. ©2016 Dashboards • Forms • Charts • URL • Commentary
  22. 22. ©2016 Tasks
  23. 23. ©2016 Plans “Plans” is now called “Data Entry” on the PBCS
  24. 24. ©2016 Rules
  25. 25. ©2016 Approvals
  26. 26. ©2016 Reports
  27. 27. ©2016 Console – On Premise
  28. 28. ©2016 Console -> Application -> Plan Types “Plan Types” are now called “Cubes” on the PBCS
  29. 29. ©2016 Console -> Application -> Dimensions
  30. 30. ©2016 Console -> Jobs
  31. 31. ©2016 Console – PBCS • Includes • Shared Services • LCM • Calc Manager • Data Management (FDMEE)
  32. 32. ©2016 Settings – On Premise
  33. 33. ©2016 Settings – PBCS
  34. 34. ©2016 Academy
  35. 35. ©2016 Navigator – On Premise
  36. 36. ©2016 Navigator – PBCS
  37. 37. ©2016 ©2016 Tablet / Mobile Access
  38. 38. ©2016 Tablet Access • Enable artifacts for Tablet Access from Workspace • Forms • Task Lists • Business Rules
  39. 39. ©2016 Enable Forms
  40. 40. ©2016 Enable Task Lists
  41. 41. ©2016 Enable Rules
  42. 42. ©2016 Tablet View
  43. 43. ©2016 Tablet View
  44. 44. ©2016 Tablet View
  45. 45. ©2016 Tablet View
  46. 46. ©2016 ©2016 Customization
  47. 47. ©2016 Customization • Change the theme - colors • Add Logo • Add a background image • Settings -> Appearance
  48. 48. ©2016 Logo
  49. 49. ©2016 Background
  50. 50. ©2016 ©2016 Design Considerations: Features Not in Workspace
  51. 51. ©2016 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
  52. 52. ©2016 Dashboards • Forms • Charts • URL • Commentary
  53. 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
  54. 54. ©2016 Creating Cards
  55. 55. ©2016 Navigation with Clusters and Cards
  56. 56. ©2016 Navigation with Clusters and Cards
  57. 57. ©2016 Navigation with Clusters and Cards
  58. 58. ©2016 Navigation with Clusters and Cards
  59. 59. ©2016 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
  60. 60. ©2016 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
  61. 61. ©2016 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
  62. 62. ©2016 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
  63. 63. ©2016 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
  64. 64. ©2016 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
  65. 65. ©2016 Define Valid Intersections
  66. 66. ©2016 Invalid Intersection
  67. 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. 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”?
  69. 69. ©2016 ©2016 Demonstration
  70. 70. ©2016 ©2016 Summary
  71. 71. ©2016 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!
  72. 72. ©2016 Questions? Chuck Usher cusher@finit.com www.finit.com
  73. 73. ©2016 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 Follow us on Twitter for updates: @Finit_Solutions
  74. 74. ©2016 Kscope 17

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