Hyperion Planning and Essbase

Feature Comparison
V1.0

Prepared By: Syntelli Solutions 1/12/2009

Hyperion Planning and Essbase

Table of Contents
Essbase Definition ................................................................................................................................................................................................. 3 Hyperion Planning ................................................................................................................................................................................................. 3 Features ................................................................................................................................................................................................................ 4 Dimensionality ...................................................................................................................................................................................................... 5 Data Load .............................................................................................................................................................................................................. 6 Planning Forms and Data Input Templates............................................................................................................................................................. 6 Implementation Process........................................................................................................................................................................................ 7

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Hyperion Planning and Essbase

Hyperion Planning and Essbase

Essbase Definition
Oracle Essbase is the leading online analytical processing (OLAP) server available today. Oracle Essbase provides an environment for rapidly developing custom analytic and enterprise performance management (EPM) applications that is managed by business users. Engineered for scalability, security, and rapid-response, Oracle Essbase brings analytics to the business user and enables the business to quickly model complex business scenarios. Through an intuitive interface, business users can manipulate large data sets to model complex scenarios, forecast outcomes, and perform what-if analyses to identify trends and optimize business results.

Hyperion Planning
Oracle Hyperion Planning is a centralized, Microsoft Excel- and Web-based planning, budgeting, and forecasting solution that integrates financial and operational planning processes. Oracle Hyperion Planning provides an in-depth look at business operations and its impact on financials by tightly integrating financial and operational planning models. With Oracle Hyperion Planning, you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration Essbase is the backend engine for storing data for Hyperion Planning

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Hyperion Planning and Essbase

Features
Hyperion Planning Centralized, web based solution providing excel interface for budgeting and forecasting activities Essbase as the backend to store the data Provides powerful Workflow including email notifications, alerts, and tasks lists to better control and manage the budget process Provides Task lists which can be assigned to the team to manage the budget process Account annotations and supporting details functionality is available to provide justification on the budget numbers Out-of-box functionality for workflow and capital asset is available System 9 workspace provide single web based interface to manage planning and forecasting and associated financial and web analysis reporting. Data load can be done through Planning Web forms Security is role based Security can be provided on Dimension Members, data forms, workflows and task lists Essbase Powerful Analytic Engine to do what if analysis No such workflow is available No task lists are available No such functionality No such prebuilt solutions available Essbase application is managed by a separate console which is also available on web but is not integrated with Hyperion Reports. No web based forms/templates available. Need to develop excel based templates. Security is role based

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Hyperion Planning and Essbase

Dimensionality
Hyperion Planning 20 maximum dimensions 8 mandatory dimensions 1. Accounts 2. Entity 3. Period 4. Year 5. Scenario 6. Version 7. Currency ( only for multi currency applications) 8. HSP_Rates ( only for multi currency applications) Maximum 5 types of Plan Type 3 Genric PlanTypes Reserved for Workforce Planning Reserved for Capital Planning Calc Scripts are available Business Rules provide graphical interface to write complex business logic User prompts are available in Business Rules No limit No limitations Essbase

Plan Type corresponds to the db in Essbase Application

Calc Scripts are available for writing complex logic Not available on the excel templates No user prompts are available in calc scripts -

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Hyperion Planning and Essbase

Data Load
Hyperion Planning Dimensions Manually through Planning Web GUI ODI/DIM/EPMA/FDQM Data Load Manually via Planning Web Forms Directly into Essbase using Load Rules ODI/DIM/FDQM Using Offline Planning Forms through Excel using Smart View Essbase Manually through AAS Console GUI ODI/DIM/FDQM

Use Load Rules to load the data ODI/DIM/FDQM Need to build to the excel templates to load the data

Planning Forms and Data Input Templates

Hyperion Planning Planning Forms are available over the intranet, thin client Same Planning Web Forms can be made offline Allows Complex Formatting Asymmetric Layouts are allowed Business Rules can be tied to the form User Prompts can be linked to the forms and business rules Visual cue is provided for the change of data Essbase No centralized location for maintenance of the data input templates Always offline Simple data inputs Asymmetric Layouts are not allowed Calc Scripts can be tied to the template?? -- probably NO VERIFY No user prompts are available -

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Hyperion Planning and Essbase

Implementation Process
Hyperion Planning Design the Application in Planning Build the Dimensions mandatory 8 dimensions Test Data load using Load Rules or Smart View Build Web Forms Write Business Rules Create FR and Essbase Design Essbase Application No limit Data load Build Excel Templates complex Write Calc Scripts

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