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
Copyright © 2005, Hyperion. All rights reserved. P. 2

Hyperion System 9 – One System
Comprehensive Performance Management
P
ER
M
One system to
CR
deploy, manage,
DW
AC
Y
and maintain
G
LE
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

Hyperion System 9 BI+
P
ER
CR
M Broadest BI
DW
Functionality
Y
Reporting
GAC
LE — Addressing any type of
management, financial or
production reporting
Dashboards
— Highly interactive, multi-
source dashboards
Analysis
— Extensive capabilities for
financial and operational
analysis

Hyperion System 9 Applications +
Driving Accuracy, Alignment and Accountability
P
ER
An Integrated,
M
CR
Modular Suite
DW
Planning and Modeling
Y
GAC — Improve accuracy
LE
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

Hyperion System 9 Foundation
Services Common Infrastructure
P
ER
Lower TCO
M
CR
Shared Services
DW — Common User
Y Provisioning & Security
GAC
LE — 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

Hyperion System 9 Applications +
Planning and Modeling
P
ER
M
CR
DW
Y
GAC
LE

Hyperion Planning
4.1
New Features

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

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

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

User Management Console Overview
Cont.

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

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

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

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

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:

Enhancements - Navigation
New Toolbar icons :

— Supporting Details
— Cell Text
One touch “Full Screen” capability
New “Log Off” confirmation box :

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

Applications+ Improved Integration
Common Terminology
— Dimensions – Scenario, Version, Entity, Account, Period, Year

Applications+ Improved Integration
Common Terminology
— Objects – Data Form

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

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

Smart View Enhancements
Common Add-In introduced in Planning 4.0

Support for forms with Run-Time-Prompts on Save
Formula Preservation

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

HBR - New Graphical Interface

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)

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
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

Hyperion Planning
4.1.1
New Features

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

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

Business Rules
Business Rules
— Support for Smart Lists
— Performance optimizations

Core Planning Platform
Enhancements
Smart Lists
Custom Menus
Data Form Enhancements
Member Formulas
UDAs

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
Smart Lists

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

Smart Lists

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

Custom Menus
Business Rule Type:

Custom Menus
Data Form Type:

Custom Menus
Associate Menus with Data Forms

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

Custom Menus
Leverage Menus within Data Forms

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

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


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

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

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

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

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

Predefined Account Structure
120 Accounts created in model

Can be renamed, deleted, modified as desired

Predefined Smart Lists
8 Smart Lists with generic entries created in model

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

Predefined Custom Menus
Menus with generic entries created in model

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

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


— 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


— 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

Questions
? ?
?

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Hyperion System 9

Hyperion Planning 4.1 New Features

Hyperion Planning 4.1.1 New Features

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Screen and User Mode persistence

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New Toolbar icons :

New “Log Off” confirmation box :

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Default access for Task List creators

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Available to Administrators or Application owners only

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Common Add-In introduced in Planning 4.0

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HBR Project created with HBR as an application

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Packaged solution for quick

Customization support enhancement :

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Increase Functional Depth

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Associate Smart Lists with dimension members within Member

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

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Associate Menus with Data Forms

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Leverage Menus within Data Forms

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Data Form Options

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Split Employee and Entity dimensions

Hyperion System 9 Planning - What's New

Hyperion System 9 Planning - What's New