Oracle Financial Analyzer
Key Features and Futures
AgendaOracle Financial Analyzer
- Today’s Financial Issues- Features :
- Basic- GL and OFA Integration
Demonstrations
Oracle WarehouseComprehensive & Integrated
Designer and Enterprise ManagerDesigner and Enterprise Manager
CWM and Repository
WarehouseBuilder
WarehouseBuilder
ApplicationServer
ApplicationServerERPERP
DataData
ExternalExternalDataData
OperationalOperationalDataData
Analytic ApplicationsAnalytic Applications
Oracle8iOracle8i
ExpressExpress
DiscovererDiscoverer
ReportsReports
Oracle8Oracle8ii
DarwinDarwinExpressExpress
Family of OLAP Products
Oracle Express Server
ExpressAdministrator
RelationalAccess Manager
Relational Database Management System
OracleReports
OracleDiscoverer
ExpressWeb Agent
ExpressObjects
ExpressAnalyzer
Express WebPublisher
SalesAnalyzer
FinancialAnalyzer
Legacy &External
Third Party
Financial AnalysisFinancial Analysis
Oracle Systems
Today’s Financial IssuesToday’s Financial Issues
Annual Budgeting
Performance Monitoring
Cost Allocation
Product Costing
Customer Profitability
Process Costing
Regular Forecasting
Exception Reporting
Financial Modeling
Product Profitability
Variance Mix Analysis
Process Benchmarking
Reporting, Planning, Analysis, Modelling...
Oracle Apps
O F A
; O S A
Legacy
Balanced Scorecard
Oracle Warehouse
ActivityBased
Management
ValueBased
Management
StrategyFormulation
&Simulation
3rd Pty
ERP/C
RM
Intel.
Solutions ArchitectureSolutions Architecture
What is Oracle Financial AnalyzerWhat is Oracle Financial AnalyzerFinancial Analyzer is a distributed application for
financial reporting, analysis, budgeting, and
planning. By integrating a central source of
management data with powerful analytical tools,
the system enables organizations to meet their
critical financial objectives :
control costs, analyze performance, evaluate
opportunities, and formulate future direction.
Basic OverviewBasic Overview
Spreadsheets Two dimensional - row / column
combination holds information. Good for basic
accounting and analysis.
RowsRows
ColumnsColumns
Relational Tables Two dimensional - row / column
combination from several tables holds information
1,000,000 units
Basic OverviewBasic Overview
Relational Tables (continued) Oracle General Ledger is based on a
relational model.
Ideal for: Transaction processing Known reporting
requirements “Simple” ad hoc
queries
Basic OverviewBasic Overview
Multi-Dimensional Data Models On-Line Analytical Processing
(OLAP) systems are based on multi-dimensional data models.
ColumnsColumns
RowsRows
PagePage
OFA OverviewOFA Overview
Multi-Dimensional Data Models (cont.) Oracle Financial Analyzer is based
on a multi-dimensional model.
Ideal for: Dynamic on-line analysis Complex ad-hoc queries Financial modeling
OFA OverviewOFA Overview
Report and Analysis Report and Analysis Changing ParadigmChanging Paradigm
Relational View
Record #1 Rccord #2 Record #3 Record #4 Record #5 Record #6 Record #7 Record #8
KEYS
Cost Centre Account Month
A101A105A115A167A100A105A189A167
Jan 96Mar 96Mar 96Feb 96Jan 96Mar 96Mar 96Feb 96
CC1CC2CC2CC1CC3CC5CC3CC5
800250900400700600650850
Multidimensional View
PDS: MonthBudget, Actual
Model or Reporting Entity
AccountorActivityorCost Obj Actual
Fast Flexible Access to Summarised Data
Geogr
aphy
Pro
duct
Month
Regional Manager View
Financial Manager View
Product Manager View
Analyst View
Multi Dimentional AnalysisMulti Dimentional Analysis
Meets the Needs of the CFOMeets the Needs of the CFO
Oracle Oracle FinancialsFinancials
Finance
CFO
Controller- Accounts Payable- Accounts Receivable- Fixed Assets- Standard Financial Reports- Consolidations - Journal Entries ..... Day to Day Transactions
OtherOtherDataData
- Budgets- Plans
- Forecasts- What-If analysis
- Reporting- Modeling
OracleOracleFinancialFinancialAnalyzerAnalyzer
Who Uses OFA?Who Uses OFA?
Financial Analyst Drive forecast and budgeting process
Generate financial management reports
Create models for profit and loss analysis
Generate and maintain cash flow statistics
Who Uses OFA?Who Uses OFA? Business Unit Manager
Effectively distribute information throughout the organization Low cost, web-based access
Manage divisional or product performance Plan vs. Actual variances Business trends
Business unit forecasts
Who Uses OFA?Who Uses OFA?
Chief Financial Officer Examine risks and opportunities
Performance measurement
Planning for the future What-If analysis New opportunities
What is the GL/OFA Link?What is the GL/OFA Link?
The automated flow of information enables users to take advantage of the best of both worlds.
What is the GL/OFA Link?What is the GL/OFA Link?
General Ledger PerspectiveData is recorded against a
chart of accounts structure.
General LedgerSegments
CompanyCompany
DepartmentDepartment
AccountAccount
Product
What is the GL/OFA Link?What is the GL/OFA Link?
Financial Analyzer PerspectiveData is associated with
dimensions and cubes.
Financial AnalyzerDimensions
LineLine
OrganizationOrganization
ProductProduct
What is the GL/OFA Link?What is the GL/OFA Link?
The Link integrates the segment concept with the dimension concept.
General LedgerSegments
CompanyCompany
DepartmentDepartment
AccountAccount
Product
Financial AnalyzerDimensions
LineLine
OrganizationOrganization
ProductProduct
What is the GL/OFA Link?What is the GL/OFA Link?
Financial AnalyzerDimensions
LineLine
OrganizationOrganization
ProductProduct
Time (GL)Time (GL)
ColumnsColumns
RowsRows
PagePage
OFA Cube (Balances)
What is the GL/OFA Link?What is the GL/OFA Link?
The automated flow of information enables users to take advantage of the best of both worlds.
Month
Organisation
Account
Actual
Segments
Segment Values
Rollups
Balances
Dimensions
Dimension Values
Hierarchies
Data Items
Record #1 Rccord #2 Record #3 Record #4 Record #5 Record #6 Record #7 Record #8
KEYS
Cost Centre Account Month
A101A105A115A167A100A105A189A167
Jan 96Mar 96Mar 96Feb 96Jan 96Mar 96Mar 96Feb 96
CC1CC2CC2CC1CC3CC5CC3CC5
800250900400700600650850
What is the GL/OFA Link?What is the GL/OFA Link?
Month
Organisation
Account
Actual
Budgets Scenario
Budget
Forecast
Record #1 Rccord #2 Record #3 Record #4 Record #5 Record #6 Record #7 Record #8
KEYS
Cost Centre Account Month
A101A105A115A167A100A105A189A167
Jan 96Mar 96Mar 96Feb 96Jan 96Mar 96Mar 96Feb 96
CC1CC2CC2CC1CC3CC5CC3CC5
800250900400700600650850
What is the GL/OFA Link?What is the GL/OFA Link?
Communicate with Oracle General Ledger
What is the GL/OFA Link?What is the GL/OFA Link?
What are Benefits of the Link?What are Benefits of the Link?
Manage Your Business Globally Web deploy key information
throughout the organization
Make Better DecisionsEmpower broad group of users
to leverage OLAP analysisDevelop better budgets with OFAAutomatically transfer budgets back
to GL
What are Benefits of the Link?What are Benefits of the Link?
Lower Administrative CostsSingle point of entry for data
Consistent and reliable data for analysis
Reduces maintenance
Share structures and data Transfer any balance from GL to OFA Reduces reconciliation issues
Automated data flow
Screen ShotScreen Shot
Financial Analyzer Demonstration
Screen ShotScreen Shot
Screen ShotScreen Shot
D E M O N S T R A T I O ND E M O N S T R A T I O N
Oracle Oracle
Financial AnalyzerFinancial Analyzer
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