fusion accounting hub reporting cloud florida...

Fusion Accounting Hub Reporting Cloud Florida OAUG SunCollaborate 2015 Anil Patil www.oracle.anilrpatil.com

http://www.oracle.anilrpatil.com/



Why: Why do you need the FAH Reporting Cloud Service?

What Challenges does it address?

What: What is provided with the FAH Reporting Cloud

Service?

How: How can you access the Service?

Agenda

Let’s Clear Some Acronym Confusion First

FSAH: Financial Services Accounting Hub (EBS)

FAH: Financial Accounting Hub (EBS) FAH: Fusion Accounting Hub (Fusion) FAH Reporting Cloud (EBS co-existence with

Fusion)

Copyright 2014 Fujitsu America, Inc. All rights reserved.

Why? (The Problem) What are the Current Challenges

FSG: Financial Statement Generator is more than a decade old GL reporting tool. Difficult to create and maintain

Text outputs – No Graphic Capabilities

Formatting Options are insufficient

Static Reports – Cannot analyze data by changing the dimensions

Insufficient ad hoc Reporting Capabilities

Third party Excel based reporting solutions

Customers no longer want to invest in On-Premise reporting solutions

The Solution

Fusion Accounting Hub Reporting Cloud Service

Who is it for? Customers who are on EBS R12.1.3+

Customers who want improved financial reporting and analysis

Customers who have challenges with Financial Statement Generator (FSG’s)

Customers who have third party add-on reporting solutions, but want to move to an Oracle supported solution

Customers who want interactive Mobile reporting solutions

Customers who want to move to the cloud and looking for low risk test case or incremental adoption

What? – Reporting Hub Cloud Service

EBS 12.1.3+

General Ledger

Out-of-the box synchronization of EBS setups and balances Embedded Essbase multi-dimensional cube Instantaneous results to live data Secure, self-service, centralized access to live reports and

snapshots Integrated Smartview for MS Office Account Monitor and Account Inspector Drill down from balances to Journals

Accounting Hub Reporting Cloud Service Real-Time Multi-Dimensional Reporting/ Analytics for your existing R12 General Ledger

Image Source: Oracle

What does it include? Fusion Financial Reporting Center

Financial Reporting Center

Financial Reporting Account Monitor and Account Inspector Smart View

Financial Reporting Workspace

Financial Reporting Studio

Oracle Fusion General Ledger Pre aggregated

Balances

Fusion Financial Reporting Center Financial Reporting Boardroom ready financial reports PDF, HTML, Excel Output options Live data or snapshot with static data

Live and interactive financial reports Expand parent values to view the next level of hierarchy Drill down to underlying journals

Books Group reports to view or print at the same time

Batches Group reports or books for scheduling Batch-Bursting Options (email or print)

Fusion Financial Reporting Center

User Point Of View

Grid Point Of View

Fusion Financial Reporting Center Financial Reporting User Point Of View Default dimension member per

dimension per user Value persists across reports

and across sessions

Grid Point Of View Default dimension member for

a dimension on a report grid The value can be changed by

a user, but it will not persist across sessions and will not impact other users

Can be hidden

Fusion Financial Reporting Center Account Monitor Proactive monitoring of your critical balances User-configurable rules and thresholds Be alerted to account balances that exceed thresholds Year over Year or actual vs budget comparison Embedded intelligence built-in to assess the change (favorable

vs unfavorable) Drill to view break down of balances for each child value that

rolls up to the parent value

Fusion Financial Reporting Center Account Monitor

Fusion Financial Reporting Center Account Inspector Interactive ad-hoc inquiries on a web page Expand and collapse parent values easily Move dimensions from page to row or column to obtain

different views of your data.

Fusion Financial Reporting Center Smart View Financial Balance Ad-Hoc Analysis Tool Ad-hoc multi-dimensional pivot analysis combined with full

Excel functionality Support the following functionalities: Drag and drop

dimensions to row, column or page Perform multi-dimensional analysis, pivot, drill Drill from any parent to the next parent level Drill to detail balances and journal lines Utilize Excel’s built in features (calculations, graphs, etc) Save reports and queries offline, then reconnect to live data by

opening the spreadsheet Email the spreadsheet to distribute reports

Fusion Financial Reporting Center Smart View


Financial Reporting Smart View Oriented towards Information Users Oriented towards financial analysts or

power users (requires familiarity with cube dimensions)

Fixed format reports - limited to dimension pre-defined in the report definition

Pivot across any dimensions to perform ad-hoc analysis

Calculations, graphs need to be added in the report definition

You can add calculations, graphs using Excel built-in functionalities

Need Financial Reporting Studio to develop the reports

Need Smart View Excel Plug-in

Similarities Both access the same data source You can expand within the report to go to the next level You can drill to detail balances

Fusion Financial Reporting Center Financial Reporting Studio Client based report authoring tool Object based reporting (objects are reusable across multiple

reports) Drag and drop report components Insert additional report objects (text boxes, images, charts) Insert rows and columns (data, formula, text) Select dimension member using member selection or functions Add calculations or mathematical functions

Fusion Financial Reporting Center Financial Reporting Studio

Fusion Financial Reporting Center Financial Reporting Workspace Used by Reporting Administrators Maintain your folder structure for storing reports, report

objects and snapshot reports Secure and control access to reports and report objects Create books or financial report packages for distribution to

management for review Run or schedule financial reports, books, and snapshot reports

for distribution You can run the Financial Reporting Studio reports from the Financial Reporting Center or the Workspace, but you can schedule the Financial Reporting Studio reports from the Workspace

Fusion Financial Reporting Center FRC v/s Workspace v/s FR Studio FRC is more simplified user interface for running reports/books

only All users (accountants, CFO, line level managers)

Workspace is browser tool for power users accessed from FRC task: Multiple tabs to display multiple reports at one time Create books, create batches, schedule batches, perform admin

functions

Financial Reporting Studio is report authoring application for distribution Installed on your pc

Financial Reporting Optimized for Tablet

Oracle Social Network Tied to Reports

Account Monitor Optimized For Tablet

Interactive Sunburst Visualization

Recap of Reporting Cloud Service Features

General Accounting Dashboard

Financial Reporting (FR Studio)

Built-in Essbase multi-dimensional cube

Account Monitor and Account Inspector

OTBI (GL Subject Areas)

Smartview Ad Hoc Reporting in MS Office

Oracle Social Network

Financial Reporting for the Tablet

Sunburst visualization

Data Sources for Reporting Tools Reporting Tool

User Navigation Data Source

Consumers Authors

Financial Reporting

Financial Reporting Center Financial Workspace

GL Balances

External Stakeholders, Senior Management

General Accounting Manager, General Accountant

Account Monitor

General Accounting Dashboard Financial Reporting Center

GL Balances



Account Inspector

Financial Reporting Center

GL Balances

Smart View

Excel Add-In GL Balances

General Accounting Manager, Financial Analyst

General Accountant, Financial Analyst

How? – How Can You Access The Service

Image Source: Oracle

STEP 1: Sign Up cloud.oracle.com

Step 2 – Complete 1 Page EBS Setup

Step 3 - Oracle will do the following Synching your EBS set up to the cloud (chart of accounts,

calendars, ledgers, value sets, segment values, hierarchies, etc.) Transferring your GL balances to the cloud Generating a set of Financial Reports Creating a process to stream balances from EBS to the cloud Sending you an email

Next Steps


Next Steps

Review your Reporting Requirements Explore cloud.oracle.com Feel free to contact me: www.oracle.anilrpatil.com www.linkedin.com/in/anilrpatil


http://www.linkedin.com/in/anilrpatil

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