new features of financial reporting 11.1.2.3 david grande ecapital advisors
TRANSCRIPT
New Features of Financial Reporting 11.1.2.3
David Grande
eCapital Advisors
Founded in 2001 – Profitable every year in business
Performance management consulting firm
Over 250 performance management customers
eCapital Advisors employees:
• Dedicated to Enterprise Performance Management and Business Analytics, helping client better understand business drivers
• Proven record and high customer satisfaction
• Experience across a variety of industries and have worked with companies of all sizes
eCapital Advisors Overview
Oracle/ Hyperion/ OBIEE
• Strategic assessments & technology roadmaps
• Project Managers with extensive implementation experience
• Business consultants with planning, financial reporting & consolidation delivery experience
• Certified Oracle Planning, Essbase, HFM, OBIEE Consultants
• Customer enablement services (training, hosting, extended support and managed services)
• Employee lead engagements with minimal contractor utilization
• Board of Director Advisors to the MN Hyperion User Group
eCapital Advisors Overview
eCapital Oracle BI & Hyperion Client Sampling
1.Mobile Support
2.Smart View / FR Integration
3. Improvements to Books
4.Reporting Annotations
5.HTML View Enhancements
Agenda
5
Mobile Support
6
• Apple and Android support
• iOS: Versions 5 and 6
• Android: 3.x and 4.x
• No downloads required
• Consider security of the environment
Workspace
7
Financial Reports
8
PDF Format
9
10
Point of View
11
Books
12
Books
13
Live Demonstration
14
Designing Reports for Mobile
• Should I design reports differently?
• Bigger is better
• Minimize member selection
• Conditional Formatting
• Allow for Expansion
15
Mobile Q&A
16
Import Objects in Smart View
• Financial Reports
• Web Analysis Reports
• Interactive Reporting• Reports, Charts, Dashboards
• SQR Production Reporting• Job
• Job Outputs
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Smartview/FR Integration
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Smartview/FR Integration
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Smartview/FR Integration
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Smartview/FR Integration
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Book Enhancements
• Add a Custom Cover Page to the book
• Starting page number for the book
• Word Document
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HTML Appearance
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Annotations
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Annotations
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Annotations
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Annotations
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Annotation Auditing
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Smart View – Custom Shared Links
Q&A