Financial Reporting

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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

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Technologies We Specialize In

• OracleHyperion Essbase
• OracleHyperion Planning
• OracleHyperion HFM
• OracleHyperion FDM
• OBIEE
• OBIA
• Oracle DRM
• OracleHyperion Reporting Analysis (Financial
  Reporting, Web Analysis, Smart View)
• Oracle Data Integrator
• Oracle BI EPM Infrastructure

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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

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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

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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

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EPM Reporting Products

• Oracle Hyperion Financial Reporting
• Oracle Hyperion Smart View

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Financial Reports or Smart View

• Financial Reports
• Standard canned reports users cant 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

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Oracle Hyperion Financial Reports

• When to Use Financial Reports
• Produce canned reports
• Schedule distribution of reports

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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

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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

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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

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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

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Financial Reports - sample
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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

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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
• Ad-hoc analysis
• Creation of standard reports
• Import pre-built reports into excel
• Word and Powerpoint
• Import pre-built reports into excel

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Smart View ad hoc
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Smart View Reports

• Functions use smart view functions to create a
  report in excel

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Smart View Reports

• Import existing financial reports

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Smart View Web Forms

• Open web forms in Excel and submit data

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Questions
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Our Pledge

• Not just another vendor, but an experienced
  Partner.

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Thank You

• Nancy Ackerman
• nackerman_at_verticaledgecg.com

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Thank You

• For copies of this presentation, please contact
• Dean Collura (Director of Sales)
• at 813.404.7527
• or
• dcollura_at_verticaledgecg.com