Transcript Corporate Overview - Oracle FORCES Reception

FINANCIAL REPORTING
Corporate Overview
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HQ out of Tampa, FL
Midwest Regional Office, Indianapolis, IN
 West Regional Office, Denver, CO
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Oracle Gold Partner with over 70 years of combined
BI & EPM experience
Staffed with resources that posses 6-15 years hands
on architect & implementation experience
Focus is solely on Oracle BI & EPM solutions
Technologies We Specialize In
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Oracle|Hyperion Essbase
Oracle|Hyperion Planning
Oracle|Hyperion HFM
Oracle|Hyperion FDM
OBIEE
OBIA
Oracle DRM
Oracle|Hyperion Reporting & Analysis (Financial Reporting,
Web Analysis, Smart View)
Oracle Data Integrator
Oracle BI & EPM Infrastructure
Functional/Technical Expertise
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Functional Areas of Expertise
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Business / Finance Transformation experiences
Reporting & Analytics
Consolidation
Budgeting & Forecasting (Operational/Strategic)
Program/Project Management
Infrastructure Advisory
 Architect Servers, Install, & Configure
 Disaster Recovery Approach
 Virtual/Physical Hardware Setup
 Migration & Upgrade
Introductions
Nancy Ackerman
Senior Consultant - VECG
Hyperion HFM, FDM & Reporting expert
 15+ Years experience with Hyperion
Products
 5 Years hands on experience with
Hyperion Financial Reporting and Smart
View
Reporting and Analysis Challenges
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Reliability of Data – Do the reports pull the same
data intersections each time. Are those intersections
correct?
Report Distribution – How easily can you distribute
reports throughout the organization
Flexibility – Can you pull data at any time and for
any data intersections?
Ease of use – How easy is it for users to create
reports and/or answer questions about the data
EPM Reporting Products
•Oracle Hyperion Financial Reporting
•Oracle Hyperion Smart View
Financial Reports or Smart View
Financial Reports
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Standard “canned” reports –
users can’t modify
Smart View
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Ad Hoc
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MS Office Add-in
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Link between excel &
database
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Ability to add information to
report not in database (i.e.
comments)
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Flexible & scalable
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Drillable
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Web access
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Automated report production
and distribution
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Multi-format publishing
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All users can build reports
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Multiple output options
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Can embed Financial Reports
into MS Office products
Oracle Hyperion Financial Reports
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When to Use Financial Reports
 Produce canned reports
 Schedule distribution of reports
Financial Reports Key Features
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Web based access to reports
Limit access to build/change reports
Multiple report output options
Dynamic & Flexible
Can bundle reports into books
Schedule reports for printing and
distribution
Financial Reports - access
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Web based - access through Workspace
Reports are created in FR Studio – access is
limited to ensure no one accidentally
changes reports
Standard Oracle Hyperion Security is used
to access reports
Security can limit access to entire report or
report folder
 Security limits access to actual data
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Financial Reports - functionality
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Dynamic – reports are designed to
automatically include new dimension
members
Flexible – reports are designed to allow
users to choose the members they need
Drillable – reports are designed at a
summary level with the ability to drill
down on a line on the report
Financial Reports - output
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Html – for use on websites
PDF – for printing and distribution
MS Office – reports can be imported into
MS Office products and can be updated as
needed once imported
Bundled – reports can be bundled into
books
Scheduled – reports and books can be
scheduled to run as needed
Financial Reports - sample
Oracle Hyperion Smart View
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When to Use Smart View
 Need “on the fly” ad hoc analysis
 Need to add comments to standard
reports
 Allow all users to create their own
custom reports and analysis as needed
Smart View Key Features
MS Office add-in
 Ad Hoc or free form queries
 Create reports in excel
 Import pre-built financial report into MS
Office products
 Access web data forms in excel
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Smart View – MS Office
Smart view – MS Office Add-in
 Excel – allows for:
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Ad-hoc analysis
 Creation of standard reports
 Import pre-built reports into excel
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Word and Powerpoint
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Import pre-built reports into excel
Smart View – ad hoc
Smart View Reports
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Functions – use smart view functions to create a
report in excel
Smart View Reports
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Import existing financial reports
Smart View – Web Forms
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Open web forms in Excel and submit data
Questions
Our Pledge
Not just another vendor, but an experienced
Partner.
Thank You
Nancy Ackerman
[email protected]
Thank You
For copies of this presentation, please contact:
Dean Collura (Director of Sales)
at 813.404.7527
or
[email protected]