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New Features of Financial Reporting David Grande eCapital Advisors.

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Presentation on theme: "New Features of Financial Reporting David Grande eCapital Advisors."— Presentation transcript:

1 New Features of Financial Reporting David Grande eCapital Advisors

2 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

3 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

4 eCapital Oracle BI & Hyperion Client Sampling

5 1.Mobile Support 2.Smart View / FR Integration 3.Improvements to Books 4.Reporting Annotations 5.HTML View Enhancements Agenda 5

6 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

7 Workspace 7

8 Financial Reports 8

9 PDF Format 9

10 10 Point of View

11 11 Books

12 12 Books

13 13 Live Demonstration

14 14 Designing Reports for Mobile Should I design reports differently? Bigger is better Minimize member selection Conditional Formatting Allow for Expansion

15 15 Mobile Q&A

16 16 Import Objects in Smart View Financial Reports Web Analysis Reports Interactive Reporting Reports, Charts, Dashboards SQR Production Reporting Job Job Outputs

17 17 Smartview/FR Integration

18 18 Smartview/FR Integration

19 19 Smartview/FR Integration

20 20 Smartview/FR Integration

21 21 Book Enhancements Add a Custom Cover Page to the book Starting page number for the book Word Document

22 22 HTML Appearance

23 23 Annotations

24 24 Annotations

25 25 Annotations

26 26 Annotations

27 27 Annotation Auditing

28 28 Smart View – Custom Shared Links

29 Q&A

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