Finit Hyperion Planning & PBCS Simplified User Interface

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. ©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. ©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+)

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. ©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

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

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. ©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. ©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

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. ©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

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

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

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. ©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. ©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. ©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. ©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. ©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

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”?

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!

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

Finit Hyperion Planning & PBCS Simplified User Interface

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