1. 1 © 2014 Adaptive Insights | Confidential & Proprietary THE GLOBAL LEADER IN CLOUD BI & CPM 2015.1 New Features Beta Program

2. 2 © 2014 Adaptive Insights | Confidential & Proprietary 2015.1 Beta Program New Features

3. 3 © 2014 Adaptive Insights | Confidential & Proprietary Keyboard Shortcuts and Range Selection Improvements

4. 4 © 2014 Adaptive Insights | Confidential & Proprietary Use Case This Feature Addresses : Users often need to select ranges of cells when working on sheets. The current functionality makes this more complex than necessary. This feature simplifies cell range selection and improves cell range selection performance. What It Does : This feature improves performance when selecting ranges and standardizes keyboard shortcuts that can be used for navigating and selecting ranges on sheets. What Parts of the Product It Impacts : Standard sheets. Cube sheets. Modeled sheets. Keyboard Shortcuts & Range Selection Improvements

5. 5 © 2014 Adaptive Insights | Confidential & Proprietary Keyboard Shortcuts & Range Selection Improvements One click – easy access to all keyboard shortcuts on sheets

6. 6 © 2014 Adaptive Insights | Confidential & Proprietary Improved Organization Administration

7. 7 © 2014 Adaptive Insights | Confidential & Proprietary Use Case This Feature Addresses : This feature removes the Java applet dependency from the level admin page, allowing the page to render and be used quickly when there are large numbers of levels and/or many dimension and attribute values assigned to the organization hierarchy. It also provides scalable level drop-down on all sheet types and dimension drop-down on modeled and standard sheet types. What It Does : Delivers a scalable, performant UI for managing the organization hierarchy. What Parts of the Product It Impacts : Organization administration. Standard sheets. Cube sheets. Modeled sheets. Improved Organization Admin

8. 8 © 2014 Adaptive Insights | Confidential & Proprietary Improved Organization Admin Java-applet free

9. 9 © 2014 Adaptive Insights | Confidential & Proprietary Improved Organization Admin Improved search – all results shown at the same time

10. 10 © 2014 Adaptive Insights | Confidential & Proprietary Improved Organization Admin Includes level drop-down on all sheets…

11. 11 © 2014 Adaptive Insights | Confidential & Proprietary Improved Organization Admin And the dimension drop-down on standard and modeled sheets

12. 12 © 2014 Adaptive Insights | Confidential & Proprietary Enhanced Cube Sheets with Transaction Drill-Through

13. 13 © 2014 Adaptive Insights | Confidential & Proprietary Use Case This Feature Addresses : Allows GL and custom accounts to be associated with cube sheets. This means users perform data entry for these accounts directly on a cube sheet, and drill into transactions if there are any in the system. What It Does : Accounts flagged as "cube-entered" can be placed on a cube, where they behave just like a native cube account. Transactions can be imported and associated with a specific general ledger account. If that GL account is on a cube, its transactions can now be drilled into from the cube. Future releases will include functionality to fill out the feature. What Parts of the Product It Impacts : Account admin (GL and Custom) and cube account admin. Enhanced Cube Sheets

14. 14 © 2014 Adaptive Insights | Confidential & Proprietary Enhanced Cube Sheets Optional flag on GL and custom accounts to indicate data entry source (standard or cube sheet)

15. 15 © 2014 Adaptive Insights | Confidential & Proprietary Enhanced Cube Sheets Add existing cube-entered accounts to the cube

16. 16 © 2014 Adaptive Insights | Confidential & Proprietary Enhanced Cube Sheets Transaction access from cube-entered GL accounts

17. 17 © 2014 Adaptive Insights | Confidential & Proprietary 2015.1 Beta Program New Features

18. 18 © 2014 Adaptive Insights | Confidential & Proprietary Use Case This Feature Addresses : Journal entries are often expected to be numbered, similar to enterprise-level accounting software. This feature delivers the ability to have system-assigned or user-assigned numbers on journal entries, ensuring all numbers are unique in the model. What It Does : This feature provides the ability to ensure that all journal entries within the instance are uniquely numbered, optionally with gapless sequences. Each journal entry sub-version has an option to number entries manually, automatically, or not at all. What Parts of the Product It Impacts : Version Management (Consolidation users only), Journal Entry List page, Journal Entry page, Audit trail, and Printable view. Journal Entry Numbering

19. 19 © 2014 Adaptive Insights | Confidential & Proprietary  Assigned at the Journal Entry sub-version  Automatic, Manual, or None  Numbering method, Starting number and Next number all exported in Printable View  Upgraded JE sub- versions set to “None”, can be change to Automatic or Manual.  No retroactive numbering on existing, un-numbered entries. Journal Entry Numbering

20. 20 © 2014 Adaptive Insights | Confidential & Proprietary Journal Entry Numbering (Consolidation) `  “Candidate” number shown to user during journal creation.  On Save, Journal Entry screen remains on the entry, allowing visibility to the actual number that was assigned.

21. 21 © 2014 Adaptive Insights | Confidential & Proprietary 2015.1 Beta Program New Features

22. 22 © 2014 Adaptive Insights | Confidential & Proprietary Flexible Scorecards

23. 23 © 2014 Adaptive Insights | Confidential & Proprietary Use Case This Feature Addresses : This new dial type will enable customers to customize the data and layout of the scorecard. What It Does : A new dial type named as “Custom Scorecard” lets the customers choose the fields made available in the scorecard, and also provides the flexibility to display some of the most common data comparisons. The new dial type has 1-3 sections and the user can choose to display 1-7 fields in each section. Users can choose to display value (any version, any time), variance (between forecast and budget versions, between current year actuals and last year actuals), variance %, zone, trend, micro chart in any of the 7 fields. What Parts of the Product It Impacts : Visual Designer and edit-in-place (dial type menus) Flexible Scorecards

24. 24 © 2014 Adaptive Insights | Confidential & Proprietary –Actuals to forecast –Current period vs. last period vs. last 2 periods –Period-to-date values –Choose micro chart type, column display order, and data/label formats Flexible Scorecards Flexible data comparisons Flexible layout

25. 25 © 2014 Adaptive Insights | Confidential & Proprietary Ability to Select Display Units in the Visual Designer

26. 26 © 2014 Adaptive Insights | Confidential & Proprietary Use Case This Feature Addresses : Enables the customer to customize the layout of the dial by selecting the units to display the data. What It Does : This feature lets users select the units for the data displayed in a dial. What Parts of the Product It Impacts : Visual Designer and editing-in-place (Data Settings Editor and Data Components Editor), and Data Designer (Metric Loader). Ability to Select Display Units in the Visual Designer

27. 27 © 2014 Adaptive Insights | Confidential & Proprietary Ability to Select Display Units in the Visual Designer Expand More intuitive unit selector Option to override the metric default

28. 28 © 2014 Adaptive Insights | Confidential & Proprietary Thank You. Be Adaptive!