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Extending Financial Management with

Custom AnalyticsOracle Essbase Analytics Link for HFM

Partner Training

Agenda

• Financial Reporting vs. Management Reporting

• EAL Solution

• Key Plays

• Demonstration• Demonstration

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Visibility Across the Enterprise

ManagementReporting

FinancialOperational

• Forward-looking analysis

• Forecast variance

• Financial and operational KPI’s

• Fully-allocated costs

FinancialReporting

OperationalAnalytics

• Process-based

• Audited consolidated results

• GAAP, IFRS, Tax

• Detailed operational data

• Self-service reporting

• Role-based dashboards

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 3

• Effective Management Reporting

consist of:

• Merging many sources

• Adding more depth to the data

Management Reporting Characteristics

• Adding more depth to the data

• Creating KPI and applying advanced analytics to

create Custom Financial Analytics

• Financial information is a key

element in the Management

Reporting

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• Requires data integration between

applications and the reporting environment

• Would usually consist of long and manual

processes

Management Reporting Challenges

• Extract the data from one system and load it into the other

• Manual implementations, creating

data latency and data quality issues

• Bigger challenge with

complex Financial

Management systems

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Oracle’s Complete Solution

• Integrates all management processes

• Deliver consistent, reliable insights to drive action

• Lower costs and reduces system complexity

Financial

Consolidation

Data

Assurance

ERP:

Oracle, SAP,

PSFT, Other

Custom

Analytics

Financial Reporting

CFO Dashboard

Essbase

Analytics Link

Transactions Reporting

Management Reporting

Oracle Confidential

• Seamless integration of HFM with Essbase• Real-time or On Demand Custom Financial Analytics

• Delivers single reporting solution for custom

financial analytics• Modified dimensionality, merge additional data sources

• Extending HFM with zero impact on the HFM

Oracle Essbase Analytics Link for HFM

• Extending HFM with zero impact on the HFM

servers• More users, more reports, bigger queries

• Simple and automated implementation• Low cost of implementation and ownership

• Oracle owns the integration• Standard part of the EPM platform

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Management Reporting Workflow

Load external data

to the Essbase

Queries

GL

Planning

DW

EssbaseEssbase

HFM Database

ServerNear Real Time

Synchronization

with HFM Data

to the Essbase

database

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• Create and populate relational tables with the HFM

data

• Complete star schema with metadata tables

• Fastest HFM extraction with flexible selection logic

• No impact on the consolidation servers during extract

Fast Extract into Relational Tables

Near Real Time

Synchronization

HFM Database

Server

DW

Fast

Extract

ETL

Relational

Star Schema

OtherOther

SourcesSources

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EAL Key Plays

• HFM Customers with Essbase• Main EAL use case

• Extend financial reporting dimensionality

• Reduce complexity of HFM

• Keep HFM the right size

• HFM Customers with EDW• HFM Customers with EDW• Easy integration use case

• Certified financial data must reconcile to DW

• HFM and Planning Customers• Leverage Essbase partioning to bring together FM and Planning data

• Combined reporting is simplified

• Easy integration use case

10

• Is it GA?• Yes

• Which versions are supported?• HFM 9.2.0.3, 9.3.1 and 11.1.1.3

• Essbase 9.3.1 and 11.1.1.3

• Oracle and SQL Server

• Windows 2003

Quick FAQ

• Windows 2003

• 11.1.2 Support?• Later in the quarter

• Is it on the BIC2g demodrive? • No

• Can I get it on the demodrive by myself? • Yes (details to follow)

• How long does it takes to install and setup?• About 2 hours

Oracle Confidential