Hyperion System 9 Planning - What's New

Hyperion System 9 Planning What’s New

Presented by Shirley Lum Partner Technical Account Manager January 2006

Agenda


System 9 Overview




Hyperion Planning 4.1 New Features




Hyperion Planning 4.1.1 New Features




Questions

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Hyperion System 9 – One System Comprehensive Performance Management P ER M CR

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One system to deploy, manage, and maintain











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Support for all aspects of the management cycle Integrated, modular suite of financial management applications and a BI platform Shared services simplifies deployment and maintenance Common workspace simplifies deployments and reduces training

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Hyperion System 9 BI+ P ER M CR

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Broadest BI Functionality








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Reporting — Addressing any type of management, financial or production reporting Dashboards — Highly interactive, multisource dashboards Analysis — Extensive capabilities for financial and operational analysis

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Hyperion System 9 Applications + Driving Accuracy, Alignment and Accountability P ER M CR

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An Integrated, Modular Suite


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Planning and Modeling — Improve accuracy and predictability of plans and forecasts




Consolidations — Accelerate close and reporting cycles while reducing costs of compliance




Scorecarding — Align strategy with goals to create an aligned, accountable organization

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Hyperion System 9 Foundation Services Common Infrastructure P ER

Lower TCO

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Shared Services — Common User Provisioning & Security — Central License Management Data & Application Integration — Enables sharing of information and leverages integration investments Master Data Management — Synchronizes master data across applications and transactional systems

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Hyperion System 9 Applications + Planning and Modeling P ER M CR

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Hyperion Planning 4.1 New Features

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Hyperion Planning 4.1 Themes








Business Performance Management Leadership — User Provisioning — License Management — Common Terminology — Common Install and Configuration — Hyperion Planning and Hyperion Financial Management Integration Market-Leading Usability — User Interface Enhancements — Task List Navigation — Copy Supporting Detail — Common User Interface (phase 2) — HBR Graphical Interface — Smart View Enhancements Increase Functional Depth — Workforce Planning Enhancements

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Common Installation & Configuration Utility


Common Installation — BPM initiative spanning entire product suite — Consistent UI and flow across all products




Configuration Utility — Simplification of Application deployment — Single utility that will automate: — — — —

License Activation Hub Registration Web App Deployment Property File

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User Management Console Overview








Single Administrative console for all Hyperion products Manages User/Group product role assignments across entire Hyperion Suite Access Controls managed at the application level

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User Management Console Overview Cont.

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User Management Console Overview Cont.


User Directories — Listing of all available External Providers configured with Shared Services — Native Directory – Allows for the creation of native Users & Groups




Projects — Folder Management System used to house similar applications — Multiple application from any product(s) can be contained in the same project — Users/Groups can only be assigned to an application that is held within a project




Unassigned Applications — Holding area for newly registered applications — Unassigned Applications can not be provisioned with any user/groups

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User Management Console Overview Cont.


Types of Roles — Shared Services Roles – assignments that govern a user/groups capabilities within Shared Services — Product Roles – assignments that govern a user/groups capabilities within an individual product — Aggregated Role – a custom role definition that could combine various Products & Shared Services roles




Global Roles — Shared Services roles that enable a user/group capabilities across the entire Shared Services suite




Application Roles — Product Specific Roles that are assigned at the application level — Shared Services roles that enable a user/group capabilities that are limited to a specific application

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Planning User & Group Migration


All System Components have been upgraded




All application servers have been configured and are available




Existing Applications have been migrated to Planning 4.1




Next Steps







Existing Applications need to be registered with Hyperion User Management Console Existing Applications’ User & Group Assignments need to be migrated to Hyperion User Management Console

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User Interface Enhancements


Key Enhancements — Screen and User Mode Persistence — “New” menu items — New Toolbar icons — Supporting Detail — Cell Text

— One touch “Full Screen” capability — View Pane in Basic Mode to support New Task List hierarchy — Common Terminology — Dimensions – Scenario, Version, Entity, Account, Period, Year — Objects – Data Form

— New LogOff Confirmation Message Box

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Enhancements - Navigation


Screen and User Mode persistence — Screen persistence : Return to last visited page upon logging in — User Mode persistence : When switching from Basic to Advanced Mode, will be returned to last visited page under Advanced Mode




“New” Menu items:

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Enhancements - Navigation


New Toolbar icons : — Supporting Details — Cell Text




One touch “Full Screen” capability




New “Log Off” confirmation box :

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Enhancements - Task Lists


Default access for Task List creators




Using Task Lists : — — — —

Display View pane in Basic Mode Display of hierarchical view of Task List in View pane “Linked” Tasks launched from the View Pane “Task Complete” icon displayed in View pane

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Applications+ Improved Integration


Common Terminology — Dimensions – Scenario, Version, Entity, Account, Period, Year

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Applications+ Improved Integration


Common Terminology — Objects – Data Form

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Supporting Detail Enhancement


Ability to copy all relational data, including supporting detail from one dimensional intersection to another dimensional intersection.

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Supporting Detail Enhancement


Available to Administrators or Application owners only




“Copy Versions” still exists




Can simulate Copy Versions functionality if so desired




No security enforcement




We preserve selected settings for the current session

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Smart View Enhancements


Common Add-In introduced in Planning 4.0




Support for forms with Run-Time-Prompts on Save




Formula Preservation

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Hyperion Business Rules – Key New Features




Graphical Designer now part of Analytic Administration Services (AAS) Installed as part of AAS and configured along with AAS. No separate installer. All HBR stored in a single repository Migration from existing graphical rules repository Old Graphical interface and repository no longer supported Hyperion Configuration Tool will register HBR as a product in Shared Services and publish HBR roles Repository migration performed from within AAS (Right-click Administration – Migrate Repository) Migration from prior versions to HBR 4.1 supported HBR 4.1 only available with AAS 9.0




Run Time Prompts are now accessible by Smart View

















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HBR - New Graphical Interface

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HBR - User Provisioning



HBR Project created with HBR as an application HBR Roles published: roles changed to Administrator, Interactive and Basic (to match Planning roles).




Existing HBR roles will be migrated




Provision user to HBR




Assign Role to user




Access control still done in HBR (users provisioned within Shared Services)

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Hyperion System 9 Workforce Planning Improves Headcount, Salary and Compensation Planning

















Packaged solution for quick implementations Plan merit increases and compensation at any level Integrates actuals from HR systems Add, edit and delete employees and new hires Pre-defined calculations for taxes and benefits Test scenarios in real-time for impact analysis

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Workforce Planning Enhancements


Customization support enhancement : — Enable user-defined custom attributes in WFP — Ability to delete or modify any predefined attributes and their members — Ability to delete any predefined accounts — Ability to turn off Set Screens (uncheck box) — Ability to launch custom calc scripts




Support for customizing Tax calculations — Span multiple years — Adjust rates and limits — Addition of WF_Region Attribute Dimension which will facilitate global tax calculations that differ by country/geographic region

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Hyperion Planning 4.1.1 New Features

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Hyperion Planning 4.1.1 Themes


Enterprise Readiness — 64 bit support on Itanium — Business Rules




Increase Functional Depth — Core Planning Platform Updates — Re-architected Workforce Planning

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64 bit Support


64 bit Support — HP-UX 64 bit support on Itanium only — Windows 2003 64 bit support on Itanium only

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Business Rules


Business Rules — Support for Smart Lists — Performance optimizations

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Core Planning Platform Enhancements


Smart Lists




Custom Menus




Data Form Enhancements




Member Formulas




UDAs

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Smart Lists





Create a list of like items that can be used as data values on data forms Defined under Administration menu – Manage Smart Lists — Smart Lists — Properties — Name — Label — Display Order — #Missing Customization — Entries — Use generated key or create own numbering scheme — Name — Label — Preview — Drop Down View — Table View

— Smart List Evaluation Order – must be defined before Smart Lists are available to end users Copyright © 2005, Hyperion. All rights reserved.

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Smart Lists

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Smart Lists


Associate Smart Lists with dimension members within Member Properties — Create Smart List called Location and associate it with an account called Location




Enable Smart Lists for Data Forms — Select Enable Smart Lists option under Display Options tab of Data Form Designer — Smart Lists are supported in Smart View




Examples of Smart Lists — — — — —

Location Position Grade Employee Type Action

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Smart Lists

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Custom Menus


Right click menus that can be used to launch the following: — — — —




Business Rules Context sensitive data forms URL Context sensitive process management

Defined under Administration menu – Manage Menus — Establish menu hierarchy, similar to Task Lists (Add Child, Add Sibling) — Add General Properties – Name, Label, Icon, Type, Required Dimension — Add Menu Type Properties — Varies by Business Rule, Data Form, URL, and Process Management

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Custom Menus Business Rule Type:

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Custom Menus Data Form Type:

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Custom Menus


Associate Menus with Data Forms — Select Context Menus option under Display Options tab of Data Form Designer to associate the custom menus

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Custom Menus


Leverage Menus within Data Forms — Right click functionality on data grid — Required Dimension will drive the usage of the Custom Menus

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Data Form Enhancements


Data Form Options — Data Form - Read Only — Segment Properties – applies to Rows or Columns — — — —

Hide Show Separator Read only Suppress Hierarchy

— Enhanced Suppression on Rows — For highly sparse data sets to improve query performance (Suppress Missing Blocks)

— Dynamic User Variables — Initial selection is set in File/Properties — Eliminates need to select new User Variable from File/Properties

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Data Form Enhancements

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Member Formulas








Exposing Member Formula creation/ management within Planning Dimension Editor – Member Formula tab Option for validation of member formula Allows for Dynamic Calc Level 0 members within outline

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UDAs





Exposing UDA creation/ management within Planning Dimension Editor – UDA tab Options for adding new UDA, modifying existing, or deleting

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Re-architected Workforce Planning


Split Employee and Entity dimensions — Support Process Management — Supports transfers — More efficient New Hire Planning




Transfer functionality




Predefined Account structure




Predefined Smart Lists




Predefined Custom Menus




Predefined Business Rules




Predefined Member Formulas




Predefined Data Forms

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Split Employee and Entity Dimensions


Leverage base Entity dimension — Process Management







Create new Employee dimension with hierarchy, shouldn’t be flat list Pre-populated with 30 TBH members (TBH1, TBH2, TBH3, etc.) — New data intersection creates a TBH (combination of Entity and Employee)




Supports transfers — Employees can exist at two different dimensional intersections — Data drives the creation — Suppression drives the display

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Transfer Functionality


One step process — Assumption: planning unit owner has access to both the transfer in and out entities — Single business rule to transfer employee and related costs from one entity to another




Two step process — Assumption: planning unit owner does not have access to both the transfer in and out entities — Two business rules created to transfer employee and related costs — Transfer Out initiates the transfer and makes user available for transfer in — Transfer In completes the process




Reconciliation report created to ensure all “Outs” and “Ins” are established

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Predefined Account Structure


120 Accounts created in model




Can be renamed, deleted, modified as desired

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Predefined Smart Lists


8 Smart Lists with generic entries created in model




Can be renamed, deleted, modified as desired







Associations to dimension members and data forms already created when model is initialized New Smart Lists will have to be assigned to appropriate dimension members and data forms

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Predefined Custom Menus


Menus with generic entries created in model




Can be renamed, deleted, modified as desired







Associations to data forms already created when model is initialized New Menus will have to be assigned to appropriate data forms

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Predefined Business Rules


Business Rules with Run Time Prompts to drive member formulas are created — — — — — — —




Change Employee Status Transfer Out Transfer In Transfer Out and In Plan Departure Add TBH Reconcile TBH

Need to be more careful about modifying these business rules as they integrate with the member formulas to execute Smart List action changes

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Predefined Member Formulas


Predefined Member Formulas — — — — — — —




Bonus Merit FICA, FUTA, SUTA Health Care Costs Total Salary FYTD Salary, CYTD Salary And others …

Can be customized to meet customer needs — Change definition of what should be included to calculate Bonus or Merit or Taxes

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Predefined Data Forms


Predefined Data Forms — Manage Existing Employees and related Expenses — Manage New Hires and related Expenses — Compensation Review — Headcount and FTE Review — Employee Summary Review




Can be customized to meet customer needs — — — —

Display options More dimensionality Different Accounts/Smart Lists New menus

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Questions

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