UniversityofCalifornia,SanFrancisco HyperionPlanningOverview

Agenda
OverviewandIntroductions

HyperionPlanningOverview Workspace RunningFinancialReports Planning Forms/Tasklists/ProcessManagement SmartView

OverviewofDimensionsinHyperionPlanning
WhatisaDimension?
Adimensioncanbethoughtofasawaytodescribeyourdata Ilookatmydataby Month,by Department,andby Account Oftentimeswhenyouusethewordbyyouarequalifyingsomethingby adimension
Time Year Q1 Jul Aug Sep Organization University HBS GSE VIT HUL Accounts Accounts Expense Travel Meals Salary

What were our Travel expense numbers in September for Pharmacy?

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OverviewofDimensionsinHyperionPlanning
WhatisaMember?
Amemberisanelementoriteminadimension. Membernamesmustbeuniqueacrossanapplication. ExamplemembersareSep,GSEandMeals
Time Year Q1 Jul Aug Sep Organization University HBS GSE VIT HUL Accounts Accounts Expense Travel Meals Salary

OverviewofDimensionsinHyperionPlanning
WhatisaHierarchy?
Ahierarchydescribeshowthemembersinadimensionaregroupedand aggregatedtogether.ThelowestmemberofahierarchyiscalledLevel0. DimensionandHierarchyareoftenusedsynonymously Multiplehierarchiescanbeassignedtothesamedimension. ThehierarchicalrelationshipsintheTimedimensionshowthat Q1=Jul+Aug+SepandExpense=Travel+Meals+Salary
Time Year Q1 Jul Aug Sep Organization University HBS GSE VIT HUL Accounts Accounts Expense Travel Meals Salary
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OverviewofDimensionsinHyperionPlanning
HierarchyConcepts UnderstandingtheHyperionFamilyTree
Parents Memberswithconsolidationbranchbelowthem Qtr1,Qtr2,Qtr3,Qtr4areparentmembers containingmonthlydetail Children Memberswithparentsabovethem Jul,Aug,andSeparechildrenoftheparentQtr1 Siblings Membersofthesameparentandonthesamebranch(samelevel) Jul,Aug,andSeparesiblings Descendants Membersatanylevelbelowaparent EachmemberthatfallsintheYearTotal branchisadescendantofYearTotal

OverviewofDimensionsinHyperionPlanning
Required Dimensions Year Period Scenario Version Account Entities SampleCustom Dimensions Fund Employee Position Project

OverviewofDimensionsinHyperionPlanning

WhatisanAlias?
AnAliasisusedtogiveamorereadablenametoadimensionmember. Individualaliasnamescannotexceed80charactersinlength. Likemembernames,aliasesmustbeunique acrosstheapplication. Multiplealiasesmaybeassignedtoasinglemember.

Asanillustrativeexample,themembername19900couldbeseenaseither GeneralFundsor19900 GeneralFunds

Member Name = 19900 Default Alias Set Value = General Funds Alias Set #1 Value = 19900 General Funds

Onadatainputform,forexample,youcouldchoosetodisplaymembersusing thedefault,aliasset1,orset2.Youcouldnot,however,utilizepartsofset1with partsofset2withinthesameform. Unlessotherwisedirected,Planningwillusethedefaultaliasset.

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OverviewofDimensionsinHyperionPlanning

Whatisanintersection?
Auniquecombinationofdimension members InPlanning,thisintersection consistsofauniquevalue(usually dollars)associatedwithamember fromeachdimension Planninghasanintersectionfor everypossiblecombinationof membersacrossdimensions
Account 54100 Org 26301 Fund 19900

Year FY11

Position

$100
Period July

52861

Employee 000001

Thevolumeofintersectionswe definehasadirectcorrelation withtheperformanceof calculations,dataforms,and reportsinHyperionPlanning

Scenario Budget

Version Final

Scenariosvs.Versions
Whatisthedifference?
ScenariosandVersionsareestablished

bythePlanningAdministratorand shouldbeconsistentacrossall applications.

ExamplesofScenariomembersinclude

Scenarios Plan Actual

Versions Working Final Final Draft 1 Draft 2 Final Draft 1 Draft 2

Actual,Budget,Forecast,andPlan
Budget
Versionsintersectscenariotoallow

snapshotsofmultipleiterationsofa planningcycleandprovide modeling/whatifanalysis

Scenariosareonlyvalidforcertain

Forecast

pointsintime,forexampleforecastis lockeddownforactualperiods
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Hyperion Planning Architecture

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Data Entry Templates

CollectionofPlanningdatacan becompletedbyusersviathe WeborExcel DataValidationparameterscan besetuptonotifyusersof thresholds Trafficlightingcanbesetupto providevisualnotificationof dataexceptions Flexibilitytoenterdata:
Adjustbutton GridSpread/MassAllocate LockCells Celltext/SupportingDetail
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SmartView - Integration with Excel

All web functionality for completing plan process is available in Excel:
Data Entry Task Lists Workflow Ad-hoc

Users can take plan templates off-line to work remotely User experience is the same whether deploying in Excel or Web minimizing training efforts

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SmartView - Integration with Word (or PowerPoint)

Directrealtimeconnection toHyperionPlanning database Canupdatedatacellsand textviaHyperionconnection CaninsertFinancialReports orDashboardsinto PowerPointtocreate managementdeckswith abilitytorefreshforcurrent monthorquarterdata.
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Workflow/ProcessManagementHierarchysetup

Increaseddimensionalgranularity
SupportsScenario,Version,Entity,andoneadditionaldimension (definedonsetup) Supportdifferentprocessmanagementorganizationbasedscenario/ versioncombination

Predefinedpromotionalpath
Automaticallyfindthenextownerinhierarchy BasedonPlanningUnitHierarchyownerassignmentsincluding ownersandreviewers

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Workflow/ProcessManagementUserFlexibility

Datadrivenpromotionalpath
Supportmatrixorganization Dynamicallyaddreviewers Leveragethresholdbasedsubmission

ProcessManagementFlexibility
Options Takeownership,outofoffice,anddelegation AdditionalapprovalsbasedonDataValidation SortingandFilteringbasedonPlanningUnit,Status,orLocation

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PlanningversusReporting
Hyperion Planning should be limited to the level of detail necessary for budgeting Reporting applications can pick up plan data in real time and place alongside actual data This actual data may be at a far more granular level

PlanningcarriesnodetailonContracts &Grants,whilereporting has additional(Actual)membersinthe hierarchy

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