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Financial Reporting

Financial Reporting. Corporate Overview. HQ out of Tampa, FL Midwest Regional Office, Indianapolis, IN West Regional Office, Denver, CO Oracle Gold Partner with over 70 years of combined BI & EPM experience

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Financial Reporting

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  1. Financial Reporting

  2. Corporate Overview • HQ out of Tampa, FL • Midwest Regional Office, Indianapolis, IN • West Regional Office, Denver, CO • 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

  3. Technologies We Specialize In • 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

  4. Functional/Technical Expertise • Functional Areas of Expertise • 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

  5. 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

  6. Reporting and Analysis Challenges • 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

  7. EPM Reporting Products • Oracle Hyperion Financial Reporting • Oracle Hyperion Smart View

  8. Financial Reports or Smart View Financial Reports • Standard “canned” reports – users can’t modify • Flexible & scalable • Drillable • Web access • Automated report production and distribution • Multi-format publishing • Multiple output options Smart View • Ad Hoc • MS Office Add-in • Link between excel & database • Ability to add information to report not in database (i.e. comments) • All users can build reports • Can embed Financial Reports into MS Office products

  9. Oracle Hyperion Financial Reports • When to Use Financial Reports • Produce canned reports • Schedule distribution of reports

  10. Financial Reports Key Features • 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

  11. Financial Reports - access • 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

  12. Financial Reports - functionality • 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

  13. Financial Reports - output • 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

  14. Financial Reports - sample

  15. Oracle Hyperion Smart View • 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

  16. 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

  17. Smart View – MS Office • Smart view – MS Office Add-in • Excel – allows for: • Ad-hoc analysis • Creation of standard reports • Import pre-built reports into excel • Word and Powerpoint • Import pre-built reports into excel

  18. Smart View – ad hoc

  19. Smart View Reports • Functions – use smart view functions to create a report in excel

  20. Smart View Reports • Import existing financial reports

  21. Smart View – Web Forms • Open web forms in Excel and submit data

  22. Questions

  23. Our Pledge Not just another vendor, but an experienced Partner.

  24. Thank You Nancy Ackerman nackerman@verticaledgecg.com

  25. Thank You For copies of this presentation, please contact: Dean Collura (Director of Sales) at 813.404.7527 or dcollura@verticaledgecg.com

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