Fusion Accounting Hub Reporting

Cloud

Florida OAUG SunCollaborate

2015

Anil Patil

www.oracle.anilrpatil.com
Agenda
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?

Lets 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 (FSGs)
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

Account Monitor and

Financial Reporting Smart View
Account Inspector

Financial Reporting Financial Reporting

Workspace 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

Copyright 2014 Fujitsu America, Inc. All rights reserved.

Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
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 Monitor
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
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.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
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 Excels 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
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Copyright 2014 Fujitsu America, Inc. All rights reserved.
Fusion Financial Reporting Center
Smart View
Fusion Financial Reporting Center
Financial Reporting
Oriented towards Information Users
Fixed format reports - limited to
dimension pre-defined in the report
definition
Calculations, graphs need to be added
in the report definition
Need Financial Reporting Studio to
develop the reports
Smart View
Oriented towards financial analysts or
power users (requires familiarity with
cube dimensions)
Pivot across any dimensions to perform
ad-hoc analysis
You can add calculations, graphs using
Excel built-in functionalities
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
Financial Reporting Optimized for Tablet
Financial Reporting Optimized for Tablet
Oracle Social Network Tied to Reports
Account Monitor Optimized For Tablet
Interactive Sunburst Visualization
Interactive Sunburst Visualization
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 User Navigation Data Consumers Authors
Tool Source
Financial Financial Reporting GL External General
Reporting Center Balances Stakeholders, Accounting
Financial Workspace Senior Manager,
Management General
Accountant

Account General Accounting GL General General

Monitor Dashboard Balances Accounting Accounting
Financial Reporting Manager, Manager,
Center General General
Accountant Accountant
Account Financial Reporting GL
Inspector Center Balances
Smart Excel Add-In GL General General
View Balances Accounting Accountant,
Manager, Financial
Financial Analyst
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

Copyright 2014 Fujitsu America, Inc. All rights reserved.