EPBCS Overview v1-Oracle Hyperion预算云解决方案介绍
oracle付费方案
oracle付费方案在数据库领域中，Oracle是一家备受赞誉的公司，其产品和服务广受企业和组织的青睐。
为了满足不同客户的需求和提供更灵活的选择，Oracle提供了多种付费方案。
本文将探讨Oracle的付费方案，并介绍其特点和适用场景。
一、Oracle的付费方案概述Oracle的付费方案可以根据客户的需求和应用场景进行定制，以满足不同规模和复杂度的数据库需求。
其主要的付费方案包括以下几种：1. 许可证模式（Licenses）：在许可证模式下，客户购买Oracle数据库的授权许可证，并根据所购买的许可证数量和类型支付费用。
许可证模式适用于需要长期稳定运行的企业，他们可以根据自己的需求选择适当的许可证类型，如企业版、标准版或者基础版。
2. 订阅模式（Subscriptions）：订阅模式是一种按照时间段支付的方式，客户可以根据需求选择不同的订阅级别（如基础、标准或企业级），并按照订阅周期支付费用。
订阅模式适用于需要根据业务情况进行灵活调整的客户，他们可以根据需求在合理的时间内增加或减少订阅级别。
3. 云服务模式（Cloud Service）：随着云计算的快速发展，Oracle也提供了云服务模式的付费方案。
客户可以选择将数据库部署在Oracle云平台上，并按照使用的资源和服务进行付费。
云服务模式适用于需要灵活扩展和适应快速变化的业务需求的客户。
二、Oracle付费方案的特点和优势Oracle的付费方案具有以下几个特点和优势：1. 灵活性：Oracle的付费方案可以根据客户的需求进行定制和调整，以实现更好的灵活性。
无论是许可证模式、订阅模式还是云服务模式，客户都可以根据自己的需求选择最合适的付费方式。
2. 可伸缩性：无论是许可证模式还是订阅模式，Oracle的付费方案都具有良好的可伸缩性。
客户可以根据业务需求进行升级或降级，以实现资源的高效利用和成本的最优化。
3. 综合服务：除了数据库软件本身，Oracle的付费方案还包括全方位的技术支持和服务，如升级、补丁、故障排除等。
Oracle Fusion Cloud EPM 数据管理用户指南说明书
Oracle® Fusion Cloud EPM在 Oracle Enterprise Performance Management Cloud 中管理“数据管理”F29009-14Oracle Fusion Cloud EPM 在 Oracle Enterprise Performance Management Cloud 中管理“数据管理”F29009-14版权所有© 2009, 2023, Oracle 和/或其附属公司。
第一作者：EPM Information Development TeamThis software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.If this is software, software documentation, data (as defined in the Federal Acquisition Regulation), or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed, or activated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are "commercial computer software," "commercial computer software documentation," or "limited rights data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integrated software, any programs embedded, installed, or activated on delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. The terms governing the U.S. Government's use of Oracle cloud services are defined by the applicable contract for such services. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.Oracle®, Java, and MySQL are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMD logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.目录文档可访问性文档反馈1 创建并运行 EPM 卓越中心2 使用数据管理数据加载和回写2-3钻取数据2-3穿透钻取2-3将数据管理用于多个 Oracle Fusion Cloud EPM 部署2-3使用 Account Reconciliation 的客户2-4使用 Financial Consolidation and Close 的客户2-5数据加载2-6使用 Tax Reporting 的客户2-7使用战略性人员规划的客户2-8在数据管理中导航2-8工具栏2-9帮助2-9任务窗格选项2-9工作流任务2-9设置任务2-10使用网格中的数据2-10数据管理用户界面元素2-11高级搜索选项2-12使用 POV 栏2-12选择位置 POV2-12设置期间 POV2-13设置类别 POV2-13管理任务2-14iii预定义配置文件列表2-14设置系统级配置文件2-14设置应用程序级配置文件2-19设置用户级配置文件2-24设置安全选项2-25设置源系统2-31注册基于文件的源系统2-31注册 Oracle ERP Cloud 源系统2-33删除已注册的源系统2-34编辑已注册的源系统详细信息2-35添加基于文件的数据加载定义2-35注册目标应用程序2-36将目标应用程序名称重复使用多次2-38创建数据导出文件2-39创建自定义目标应用程序2-45添加查找维2-47定义应用程序维详细信息2-48定义 Planning 的应用程序选项2-49定义 Essbase 的应用程序选项2-54定义 Financial Consolidation and Close 的应用程序选项2-58定义 Tax Reporting 的应用程序选项2-68定义 Profitability and Cost Management 的应用程序选项2-75删除已注册的目标应用程序2-75加载数据时执行业务规则2-76使用增量文件适配器加载数据2-77将数据加载到自由形式应用程序2-823 集成数据使用文件集成数据3-1集成基于文件的数据过程说明3-1注册基于文件的源系统3-2注册目标应用程序3-4为基于文件的映射定义导入格式3-6为基于文件的源串联源维3-10为 EPM 云或基于文件的源系统加载多个期间3-11针对基于文件的源系统定义数据加载规则详细信息3-11运行数据加载规则3-12使用穿透钻取3-13创建钻取区域3-14穿透钻取组成部分3-15iv为穿透钻取 URL 添加服务器部分3-15为穿透钻取 URL 添加详细信息部分3-16查看穿透钻取结果3-17集成元数据3-20加载元数据流程说明3-21元数据加载文件注意事项3-23为维分类或维类型注册目标应用程序3-23使用元数据批处理定义3-24集成 Oracle ERP Cloud Oracle General Ledger 应用程序3-25集成流程说明3-26配置源连接3-27使用导入格式3-29定义位置3-30定义类别映射3-32数据加载映射3-32添加数据加载规则3-34处理 Oracle General Ledger 调整期间3-34为数据加载规则添加筛选器3-36穿透钻取到 Oracle ERP Cloud3-38回写到 Oracle ERP Cloud3-38将预算回写到 Oracle ERP Cloud3-39将实际值回写到 Oracle ERP Cloud - Oracle General Ledger3-42集成预算控制3-46将预算控制预算消耗余额加载到 EPM 云过程说明3-47配置到预算控制源的连接3-47使用导入格式3-49定义位置3-50定义类别映射3-52数据加载映射3-52添加数据加载规则3-53将 EPM 云预算余额回写到预算控制过程说明3-56使用导入格式3-58定义位置3-58定义类别映射3-60数据加载映射3-61添加数据加载规则3-62查看加载到预算控制的 EPM 云预算3-64集成 Oracle NetSuite3-67支持的 NSPB Sync SuiteApp 已保存的搜索3-67 Oracle NetSuite 集成过程说明3-69v配置到 Oracle NetSuite 的源连接3-71创建 Oracle NetSuite 数据源3-76应用 Oracle NetSuite 应用程序筛选器3-77在“导入格式”中向钻取 URL 添加其他筛选器3-78在 Oracle NetSuite 中管理期间3-79筛选 Oracle NetSuite 期间3-80为 Oracle NetSuite 数据源添加导入格式3-80为 Oracle NetSuite 数据源添加数据加载规则3-81穿透钻取到 Oracle NetSuite3-83定义 Oracle NetSuite 穿透钻取参数3-83穿透钻取中的已保存搜索要求3-85添加穿透钻取 URL3-85与 Oracle HCM Cloud 集成3-86集成来自 Oracle HCM Cloud 的数据过程说明3-86更新现有的 Oracle HCM Cloud 提取3-91配置到 Oracle HCM Cloud 数据源应用程序的源连接3-92将 Oracle HCM Cloud 提取定义导入 Oracle HCM Cloud3-93导入 Oracle HCM Cloud 提取定义3-93导入 BI Publisher 电子文本模板3-95提交 Oracle HCM Cloud 提取定义3-98下载 Oracle HCM Cloud 提取定义3-98创建 Oracle HCM Cloud 数据源应用程序3-100编辑 Oracle HCM Cloud 数据源应用程序的应用程序筛选器3-102为 Oracle HCM Cloud 数据源应用程序添加数据加载规则3-103集成 Oracle HCM Cloud 元数据3-104加载 Oracle HCM Cloud 元数据3-105从 Oracle ERP Cloud 加载数据3-107使用预打包查询集成 Oracle ERP Cloud 的过程说明3-107为 Oracle ERP Cloud 源系统配置源连接3-108创建 Oracle ERP Cloud 数据源3-109将应用程序筛选器应用于 Oracle ERP Cloud 数据源3-110从 Oracle ERP Cloud 中选择期间报表参数3-112使用自定义查询集成 Oracle ERP Cloud 数据的过程说明3-114Oracle ERP Cloud 集成的安全角色要求3-122集成用户权限3-122集成用户预定义角色3-122集成用户自定义角色3-122允许列表3-123集成 Account Reconciliation 数据3-123集成 BAI、SWIFT MT940 或 CAMT.053 格式银行文件事务和余额3-123vi集成 BAI 格式银行文件、SWIFT MT940 或 CAMT.053 格式银行文件事务3-124集成 BAI 格式银行文件、SWIFT MT940 或 CAMT.053 余额3-129添加事务匹配目标应用程序3-137聚合事务匹配数据3-139加载调节合规性事务3-142加载调节合规性事务过程说明3-142添加调节合规性事务应用程序3-143将调节合规性事务属性映射到维3-144为调节合规性事务创建导入格式3-146定义位置3-147为调节合规性事务定义期间3-148为调节合规性事务创建数据加载映射3-149运行调节合规性事务的数据加载规则3-149加载导出的日记帐分录3-151集成 EPM Planning 项目和 Oracle Fusion Cloud 项目管理（项目管理）3-1554 集成任务使用导入格式4-1定义导入格式4-2查看导入格式信息4-2添加导入格式4-2删除导入格式4-4按示例查询4-4添加导入表达式4-4导入表达式类型4-5处理顺序4-6为基于文件的映射定义导入格式4-6为基于文件的源串联源维4-10使用导入格式生成器4-11所有数据类型的数据加载4-13所有数据类型的数据加载过程说明4-13设置所有数据类型的加载方法4-13设置导入格式数据类型4-17设置多列数据类型的导入格式4-18加载多列数字数据4-23使用工作流模式4-26选择工作流模式4-27定义位置4-27定义期间映射4-31全局映射4-33vii应用程序映射4-33源映射4-34定义类别映射4-36全局映射4-36应用程序映射4-37加载数据4-37创建成员映射4-37使用“显式”方法创建映射4-39使用 "In" 方法创建映射4-39使用 "Between" 方法创建映射4-40使用“多维”方法创建映射4-40在多维映射中使用特殊字符4-41使用 "Like" 方法创建映射4-42在 Like 映射的源值表达式中使用特殊字符4-42使用映射脚本的条件映射4-44使用映射脚本4-45创建映射脚本4-45在目标值表达式中使用特殊字符4-47格式化目标值的掩码映射4-47忽略成员映射4-50导入成员映射4-50下载 Excel 模板（映射模板）4-52导入 Excel 映射4-53导出成员映射4-54删除成员映射4-55恢复成员映射4-55定义数据加载规则以提取数据4-56定义数据加载规则详细信息4-56针对基于文件的源系统定义数据加载规则详细信息4-57为 Planning 和 Essbase 定义源参数4-58管理数据加载规则4-59编辑数据加载规则4-60运行数据加载规则4-60调度数据加载规则4-61检查数据加载规则状态4-61删除数据加载规则4-61使用目标选项4-62创建自定义选项4-62使用数据加载工作台4-63工作流网格4-63viii处理数据4-63使用工作台数据网格4-66查看进程详细信息4-71使用 Excel 试算平衡表文件导入数据4-72文本试算平衡表文件和 Excel 试算平衡表文件4-73下载 Excel 试算平衡表模板4-73定义 Excel 试算平衡表模板4-73使用 Excel 添加多期间数据加载4-74导入 Excel 映射4-74为 EPM 云或基于文件的源系统加载多个期间4-75将期间作为数据文件中的列进行加载4-76将日记帐加载到 Financial Consolidation and Close4-77加载 Financial Consolidation and Close 日记帐过程说明4-77使用日记帐加载和导入格式4-77使用日记帐加载和数据加载规则4-79从数据加载工作台加载日记帐4-79加载基于文本的日记帐4-85服务实例集成4-85设置业务流程实例部署4-86在服务实例之间加载数据4-87数据加载、同步和回写4-88概述4-88同步和回写数据4-88数据同步4-88回写4-92逻辑帐户4-97逻辑帐户概述4-97创建逻辑组4-97在简单逻辑组中创建帐户4-98逻辑组字段4-98创建复杂逻辑帐户4-103复杂逻辑示例 1：CashTx4-105复杂逻辑示例 2：CashTx4-106检查规则4-107检查规则概述4-107创建检查规则组4-108创建检查规则4-108规则逻辑4-110使用规则逻辑编辑器创建检查规则4-110ix创建检查实体组4-1215 批处理使用批处理定义5-1添加批处理组5-5使用打开批处理5-6创建打开批处理5-6创建一个打开批处理来运行与 E-Business Suite 的集成5-8创建用于多个期间的打开批处理5-8执行批处理5-10调度作业5-11取消调度作业5-136 数据管理报表数据管理报表6-1使用报表定义6-4添加报表组6-4将报表与报表组相关联6-4运行报表6-5数据管理详细信息报表6-5审核报表6-5帐户追踪，可使用通配符（目标帐户、期间、类别）6-5帐户追踪 - 自由形式（目标帐户、期间、类别）6-6针对位置的映射监控6-6针对用户的映射监控6-7检查报表6-8检查报表6-8检查报表期间范围（类别、起始期间、结束期间）6-8包含警告的检查报表6-9按验证实体顺序排序的检查报表6-9基本试算平衡表报表6-10 TB 当前位置，含目标（类别、期间）6-10TB 当前位置，含规则（类别、期间）6-10TB 当前位置，含所有维-目标，按目标实体和帐户分组（类别、期间）6-10TB 当前位置，含所有维-目标（类别、期间）6-11TB 当前位置，按目标帐户分组（类别、期间）6-11TB 当前位置，按目标实体帐户分组（类别、期间）6-11TB 转换的当前位置，按目标实体/帐户分组6-12列表报表6-12x导入格式，按位置排序6-12位置列表6-13位置分析6-13维映射（维）6-13POV 的维映射（维、类别、期间）6-13流程监控报表6-14流程监控（类别、期间）6-14流程状态期间范围（类别、起始期间、结束期间）6-14流程监控所有类别（类别、期间）6-15差异报表6-15帐户追踪差异6-15试算平衡表差异6-157 系统维护任务删除集成7-1列出表行数7-3导出设置表数据7-3维护应用程序文件夹7-4按位置维护数据表7-4按应用程序维护数据表7-5维护进程表7-5维护设置数据7-6升级自定义应用程序7-6清除所有导入的数据7-7生命周期 (LCM) 快照7-9导入快照7-9导入快照流7-9执行快照导入作业7-10将数据导出到快照7-12快照导出设置对象7-12快照导出数据对象7-12“全部”快照类型的导出流7-12“增量”快照类型的导出流7-13执行快照导出作业7-14使用生命周期 (LCM) 快照模式7-16 A TDATASEG 表参考B Oracle HCM Cloud 提取定义字段引用帐户绩效奖金提取定义字段B-1分配提取定义字段B-1组件提取定义字段B-3员工提取定义字段B-3实体提取定义字段B-3工作提取定义字段B-4位置提取定义字段B-4职位提取定义字段B-4文档可访问性有关 Oracle 对可访问性的承诺，请访问 Oracle Accessibility Program 网站http:///pls/topic/lookup?ctx=acc&id=docacc。
Oracle Hyperion Planning 产品说明书
Oracle Hyperion PlanningOracle Hyperion Planning is an agile planning solution that supports enterprise wide planning, budgeting, and forecasting using desktop, mobile and Microsoft Office interfaces. It provides a robust modeling framework that helps develop reliable financial forecasts based on sales and operational assumptions to produce cost effective enterprise alignment. With Oracle Hyperion Planning, you have a solution that is best in class and proven in the market place to provide timely, actionable plans to help make informed business decisions. Oracle Hyperion Planning can be deployed on-site or in the Cloud.K E Y B U S I N E S S B E N E F I T S• Reduce budgeting and planning cycles by weeks or months• Improve forecast reliability• Appeal to a wider user community through an intuitive Web user interface• Provide familiar user interface for users with full Microsoft Office integration• Reduce planning cycles with anywhere, anytime mobile• Eliminate time lag between when plans are updated and reports are refreshed• Reduce cost of ownership through superior application deployment, management tools and packaged data integration• Lay the foundation for making the transition to Enterprise Business Planning Streamline Enterprise-wide Planning and Budgeting ProcessEnterprise alignment is challenging to achieve in financial plans due to disconnect between the office of finance and sales and operational business units. Financial planning and forecasting often ends up being a resource and time consuming process of gathering information spread across a multitude of disconnected spreadsheets or point solutions used by the office of finance and various sales and operational business units.Oracle Hyperion Planning provides the required agility to the enterprise planning process by quickly aligning financial plans, models and forecasts across cost centers and lines of business thus enabling decisions to be made at a speed which business demands. The impact of changes to key plan drivers and assumptions can be evaluated instantaneously, and revisions made available immediately to all stakeholders without the reliability risks from manual interventions. Oracle Hyperion Planning has built in time intelligence and allocation logic and comes with a powerful calculation engine that can be used to express a range of business requirements, from simple arithmetic formulae to complex allocations. Oracle Hyperion Planning offers guided task flows and supports both bottom-up and top-down agile planning processes. Its robust workflow capabilities support efficient review and approval processes.Ensure Reliability with Predictive Planning and Rolling ForecastsCompanies today are faced with a rapidly changing business environment. Constantly changing market dynamics can bring in demand, supply and price fluctuations that require decisions based on alternate outcomes. A key need to make informed decisions in such a market is to be able to understand the financial impact of key business driversand revise forecasts reliably and quickly.K E Y F E A T U R E S• Hybrid data model facilitates planning, analysis and commentary • Flexible workflow capabilities• Reliability with predictive planning capabilities• Seamless Microsoft Office integration • Collaboration and alignment with easy to use mobile friendly web interface• Built in reporting and dashboards • Proven and scalable architecture • Robust integration with ERP sources with drill back• Enterprise grade deployment and backups• Agility with full mobile planning and workflow capabilities• Instant calculations and fast aggregations Oracle Hyperion Planning provides sophisticated predictive planning capabilities that can generate reliable statistical predictions based on time series data over long periods of history while capturing seasonality impacts along the way thus enabling forecasts to be more reliable. Oracle Hyperion Planning also provides on the fly what if modeling capabilities for planners to assess the impact of various combinations of business assumptions on key financial outcomes. To facilitate planners’ ability to revise business and market impacts on forecasts quickly, Oracle Hyperion Planning comes out of the box with rolling forecast capabilities that makes the whole planning process even more agile from the get go.Collaborative Planning within an Intuitive Scalable Web InterfaceOracle Hyperion Planning enables business users to concurrently collaborate on their plans and report in an easy to use mobile friendly web interface with instant calculation and dynamic fast aggregation for large volumes of data making it perfectly suited for enterprise grade deployments. It is built with device form factor in mind with intuitive navigation enabling users manipulate and adjust plans drivers, or perform allocation and spread actions across multiple data intersections. For sophisticated users, Oracle Hyperion Planning supports advanced yet intuitive ad-hoc modeling capabilities to quickly zoom in to relevant data intersections using pivot and drill capabilities. It provides guided task flows for less-frequent users’ intuitive guidance. This ensures that everyone can participate in the planning process.Figure 1: The intuitive mobile friendly web interface of Oracle Hyperion Planningcombines task flows, templates and ad-hoc models, dashboards and reportsEnhance Productivity with Full Microsoft Office Suite IntegrationOracle Hyperion Planning leverages Oracle Hyperion Smart View for Office as the Microsoft Office interface allowing for planning actions within Outlook, Excel, Word and PowerPoint with built in prediction capabilities. Users can take all actions and engage in a collaborative planning process while working within the comfort of Microsoft Excel.Modeling in Excel during the planning phase is facilitated with sophisticated ad hoccapabilities where rows, columns and other axis can be pivoted on the fly to view the information from different points of view for quick analysis and forecasting. Common planning actions, such as spreading and allocation, are provided as context sensitive menus within input templates rendered within Microsoft Excel.Creating customized input templates in Oracle Hyperion Planning is very simple. Users can create input grids and format them using familiar Excel font and number formats and on the click of a button generate input templates targeted at specific business units. Additionally, users can seamlessly move planning data across Excel, PowerPoint and Microsoft Word. This allows the creation of customized dynamic reports and presentations with accurate information and users can refresh the document to automatically consume the collaborative changes in the underlying database. The end result is intuitive usability, reduced manual intervention, improved reliability, and increased agility.Figure 2: The built-in Microsoft Office integration in Oracle Hyperion Planning allows users to update, format and perform on the fly predictive modeling in Microsoft Office.Enable Agility with Mobile AccessBusiness users can perform common planning, budgeting and forecasting tasks with a fully functional browser based experience from their iOS, Android or Windows tablets. The commonly used features available via a tablet-optimized user experience include accessing task lists, viewing dashboards and reports, entering data and performing ad-hoc modeling. In addition workflow review and approvals processes can be executed on-the-go via the Oracle EPM Mobile App on iOS and Android phones. These mobilecapabilities help improve user productivity and reduce planning cycle times.Figure 3: A fully mobile optimized browser experience for tablets and desktops facilitates planning when you need and where you want.Integrate Planning and Management Reporting SeamlesslyReports and dashboards that display planning information can be created in minutes, and any changes made to the plans in Oracle Hyperion Planning are instantaneously reflected in the content of the reports and dashboards. Using the web interface, users can access user-friendly dashboards, interactive analytics, and richly formatted financial reports while interacting with the planning system. Users can create book reports for management reporting and these can be accessed on demand on a desktop or on mobile.Figure 4: Fully formatted reporting capabilities facilitate enterprise wide distributedreporting and quick generation of management book reports.Oracle Hyperion Planning’s powerful workflow functionality, including e-mail notifications, alerts, and dashboards, empowers users to track and communicate the progress of plans and budgets. Ownership of plans can be designated based on a specified intersection of key plan dimensions. Approval paths can be altered based on data changes to provide true matrix approval. When a planner “promotes” a plan for approval, the system can automatically identify the next approver. All of the above processes can also be performed in conjunction with what-if analysis and scenario testing that allows users to compare and contrast multiple scenarios prior to promoting the selected scenario for approval up the management chain.Figure 5: Flexible and powerful planning workflow capability allows sophisticated yet snappy review and approval processes with a new mobile application.Large Deployments with Scalable Architecture at Low Cost of OwnershipOracle Hyperion Planning is built to scale with the organization’s growth. It is based on hybrid architecture, which makes optimal use of relational and MOLAP technologies to facilitate a variety of planning needs including annotations and commentary which are essential for variance analysis. The scalable architecture enables organizations to start with an initially small deployment before extending it out to hundreds or thousands of concurrent users. The architecture allows for flexible data entry, analysis, and frequent real-time updates from anywhere, in a safe and secure environment.Moreover, Oracle Hyperion Planning provides collaborative planning processes and dependable, centralized user and data management, significantly reducing maintenance and distribution costs. Oracle Hyperion Planning interoperates with accepted user management systems to help ensure maintenance and security consistency.Robust Data Integration and DeploymentsOracle Hyperion Planning facilitates bidirectional data integration with ERP systems, legacy applications, data warehouses, and other enterprise data sources. The solutionO R A C L E E N T E R P R I S E P E R F O R M A N C E M A N A G E M E N T A P P L I C A T I O N SOracle enterprise performance management applications are an integrated, modular suite that supports a broad range of strategic and financial performance management processes and helps unlock business potential.R E L A T E D P R O D U C T SOracle enterprise performance management applications provide the following capabilities:• Strategy Management• Financial Close and Reporting• Planning, Budgeting and Forecasting • Profitability and Cost Management • Enterprise Data Governance is built to be flexible to the organization’s needs. All system artifacts and data can be imported and exported or for backups using flat files or using out of box mapping features. Users can drill back from their planning data into the details in their source systems. Deployments can be easily categorized as development, test and production environments with easy movement of data models across these environments for quick and fast deployments.Lay the Foundation for Enterprise Business PlanningOracle Hyperion Planning is the center piece of Oracle’s broader solution for Enterprise Business Planning. The Enterprise Business Planning process spans strategic planning, budgeting and forecasting, workforce planning, capital asset planning, project financial planning and other elements of operational planning that have a significant impact on financial performance. It also involves an ongoing evaluation of business costs and profitability analysis and uses those insights to drive change in business plans. In addition, Enterprise Business Planning can leverage predictive analysis and simulation techniques to constantly evaluate and quantify risk and uncertainty, inherent to all of these plans, and takes actions to mitigate those risks as appropriate.CO N TAC TU SFor more information about [insert product name], visit or call +1.800.ORACLE1 to speak to an Oracle representative.C O N N E C T W I T H U S/oracle/oracle/oracleCopyright © 2015, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 0115。
阿里云体系架构ppt课件
网络设备
机房环境
3
பைடு நூலகம்
阿里云系统架构
地图、电邮、搜索、安全、渲染、PW社区
云引擎(ACE) 弹性计算服 务 (ECS) 开放缓存服 务 (OCS) 开放存储服 务 (OSS) 开放结构化 数据服务 (OTS) 开放数据处 理服务 (ODPS) 任务调度 Job Scheduling
Remote Procedure Call
2019
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PAAS中间件-分布式关系数据库DRDS
2019
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PAAS中间件-分布式关系数据库DRDS
2019
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Paas中间件-分布式关系数据库DRDS-功能栈
2019
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PAAS中间件-分布式关系数据库DRDS-读写分离
2019
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PAAS中间件-DRDS-分库分表
2019
云市场及第三方服务
集群 部署 Depl oym ent
关系型数据 库服务 (RDS)
分布式文件系统 Distributed File System
Distributed Coordination Service
集群 监控 Mon itori ng
分布协同服务
Security Management
安全管理
飞天分布 式云操作 系统
弹性计算服 务SLB/ECS 集 群 部 署
(分布式)关系数据库 DRDS/RDS 分布式文件系统
大数据 ODPS/ADS 任务调度 远程过程调 用
开放存储 OSS
分布协同服 务
安全管理
资源管理
基础 设施
x86服务器 & Linux
Oracle Hyperion全面预算
控制
16
灵活可管理的维度
业务维度： 科目维度： 组织机构维度： 场景维度： • 根据客户业务需求可 科目类型：收入 /费用 实际数、预算数、滚 /资产/负债/权益/其他 动预测数、预算调整 灵活定义各种业务维 灵活设置多套组织机 • 度 余额/发生额； 版本维度 构 • 如产品、供应商、资 汇率类型 针对互联网企业的特 自上而下的目标下达 版 • 产类型、区域等 数据类型：货币、比 点可灵活实现组织机 • 自下而上的编制版 构变动 率、日期、文本、列 表、其他 • 草稿版 • 测算版 日期维度： • …… • YTD / QTD …
13
搭建集团预算管理体系
点面结合的构建集团预算管理体系
由面开始，逐个深入 通过预算、滚动预测加强集团和下级机构的沟通； 通过预算系统随时了解预算执行情况； 基于统一假设条件定期收集各机构的预测数据；
深度
高科技 预算模 型
健康预
算模型
金融预
算模型
房地产
预算模 型
集团预算管理模型
广度
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
搭建集团预算管理体系
运营管理 • • • • • 业务计划 资本费用预算 人力资源预算 财务预算 滚动预测 • 关键KPI • 资本费用预算 • 财务预算
集团预算 管理及分 析平台
战略控制
财务投资
• 核心财务指标
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
项目特点
12个月的滚动预测 基于合同的预算预测
Oracle Fusion Cloud ERP和EPM的用户指南说明书
7 steps to release earnings in 10 days
Close our sub-ledgers, monitoring enterprise-wide close
status across each function.
Perform close management tasks and analytical reviews for each entity globally.
Oracle’s finance transformation
30%
reduction in time to complete monthly accounts payable close
1.5 hrs
per month of global intercompany tie-out
47%
reduction in manual accounting activities
to date
96%
of global bank account transactions auto reconcile
40%
of balance sheet reconciliations now prepared globally
to date
Learn how Oracle can help you
flux analytics for both Income Statement and Balance Sheet.
Report quarterly results Finally, we report quarterly results to the SEC, our investors,
and the public faster than any other S&P 500 company.
PostgreSQL“平替”Oracle应用和基础架构改造技巧经验分享
PostgreSQL“平替”Oracle应用和基础架构改造技巧经验分享数据库替换已经是很多企业必须面对或者正在面对的问题，在数据库迁移替代工作中，能够“平替”肯定会大大节约迁移的成本，但是我们不能因为两者业务代码和迁移的高兼容性，忽视和轻视应用和基础架构、运维改造工作，否则就会为今后的长期应用与运维埋下不稳定的因素。
本文作者总结了PostgreSQL替换Oracle过程中，一些常用的应用的改造技巧和PostgreSQL索引的选择场景，以及二者运维中的差异，希望能为大家提供参考。
一、引言Oracle数据库是商业专用多模型数据库管理系统，也是世界上最大的关系数据库管理系统（RDBMS）。
尽管Oracle依旧是市场上排名第一的数据库，但是2013年以来，开源数据库势不可挡的崛起。
尤其是PostgreSQL开源数据库，导致了Oracle市场份额的大幅度下降。
和Oracle比较，在应用和基础架构的运维方面，PostgreSQL有很多的不同之处。
很多企业在系统改造的时候，越来越多的采用PostgreSQL数据库替换Oracle数据库。
在数据库迁移替代工作中，能够“平替”肯定会大大节约迁移的成本，但是我们不能因为“平替”能力的不足而放弃优化工作，否则就会为今后的长期应用与运维埋下隐患。
特别是平替过程中，应用和架构的改造必须与实际的企业场景和生态相结合。
二、应用和基础架构的平滑替换数据库平滑替换的时候不仅仅要考虑数据库本身的兼容性，还要考虑二者之间的一些技术差异，要想办法弥补PostgreSQL数据库的缺陷。
例如Oracle应用开发时候，很少考虑技术细节，全部交给数据库做都是可以的。
但是在PostgreSQL使用中，就需要有所考虑了，不能完全把PostgreSQL 当作Oracle的性能使用。
比如对于PostgreSQL数据库来说，一些WHERE 条件带or的SQL，如果以前Oracle上的执行计划使用HASH JOIN效果很好，到了PostgreSQL数据库上，就只能走NESTED LOOP了。
Oracle EPM：计划预算管理解决方案
资金计划
收购、兼并
管理层
• 敏捷性 – 无法高效的处理管理者的 ‘what-if’需求 • 成本 – 在编制过程中投入了很多人 力，耗费了大量的时间，收 益不明显
人力资源计划 分析人员
年度计划预算
部门计划
成本模型
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
20
制定预算目标并下达
利用内置多种预测模型进行业务量预测
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
1
Oracle EPM：计划预算管理解决方案
袁海龙 Oracle EPM Principal Consultant
议程
• • • •
Oracle EPM 计划预算的挑战 解决方案Oracle EPM Planning Q&A
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
在以下行业的前 10 家公司
82%
财富 500强 使用 Oracle BI/EPM
金融 高科技 医药 电信
交通运输
国防 能源 …使用 Oracle BI/EPM
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
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Oracle Confidential – Internal
创造性的计划预算最佳实践
集成一体的，基于驱动因 素的损益表、资产负债表 和现金流量表计划 财务 项目
资产负债
DSO Write-off % Days in Inventory Prepaid Expense % of OpEx Accrued Comp % of Total Comp Accrued Expense % of OpEx
关键绩效指标
Revenue • Revenue Per Employee • Return on Sales • Margin % Expense • OpExp / HC • OpExp / FTE • FTE Balance Sheet • Return on Equity • Return on Assets • Return on Net Assets • Return on Invested Capital • Long-term Debt to Equity Cashflow • NPV • Discount Rate
Oracle Confidential – Internal
4
计划预算云企业版的优势
1
速赢方案
• 内置最佳实践方案，允许最终用户刚开始通过配置向 导轻松部署最小化但成熟完整的预算方案，并在使用 中逐步完善自己的方案
2
业务用户主导
• 业务用户可以轻松配置维护应用 • 其他IT相关任务交由Oracle完成
可配置的动因用于计算试算平衡表 的科目: 动因的模式趋势 % 增加/减少 手工调整
基于趋势的科目
不能使用基于动因来计算的科目设 置为“基于趋势”的科目 费用的模式趋势 % 增加/减少 手工调整
手工科目
一些试算平衡表的科目,比如“所得 税费用”只能手工输入或者导入
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
6
“财务”计划流程包含哪些内容
收入 成本费用 资产负债
• 可配置的收入/毛利计划预算 ‘框架’ • ‘灵活可配置的维度’ 比如产品、市场、客户等
• 可配置基于动因的计划预算以及基于趋势的计划预算 • 预置最佳实践成本费用动因 •与人力资源和资本支出流程有预置的集成
• 与损益表和现金流量表完整集成 • 可配置行业特定需求
费用
Compensation • Headcount • Attrition Rate • Avg Salary • Direct Labor % • Overtime % • Bonus % • Other Benefits % • Pension Rate • Car Allowance Rate • Payroll Tax % Marketing Expense • Events • Avg Cost per Event • Campaigns • Cost per Campaign • Other Marketing % Selling Expense • Sales calls • Calls Travel & Entertainment • Trips • Nights per Trip • Avg Airfare per Trip • Hotel per night • Meal Expense % • Other Travel Exp % • Car Rental Rate Facilities Expense • Square Footage • Cost per Square Foot • Utilities % • Repair & maintenance %
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
战略规划
Supply Drivers • Attrition % • Retirement % • Transfer %
Demand Thresholds • Processing units • Costs • Revenue Configurable • Job codes • Business segments • Departments • Predictive analytics
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Confidential – Internal
内置计划预算内容
现金流
Sources of Cash • Cash from Sales • Cash from Sales of Assets Uses of Cash • Payables • Tax Payments • Payment of Compensation • Capital Purchases • Cost of Materials • Op Expenses Non-Operating Cash Activities • Cash from Investing Activities • Cash from Financing Activities
3
定制化内容与自动化维护升级
• 最终用户自定义内容与Oracle自动的升级维护并存， 这样使得这个系统整体拥有成本最低。并及时得到最 新的系统升级与补丁
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
财务
计划预算云企业版
Copyright ©Oracle 2014 Oracle and/or its affiliates. All rights reserved. | Copyright © 2015, and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted
3
最终用户可以方便的完成系统管理员的任务
• 给最终用户使用的配 置向导 • 业务用户在业务功能 使用中即可完成系统 管理任务 • 系统逻辑可由Oracle 实施合作伙伴和传统 的Hyperion系统管理 员轻松配置和增强
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Confidential – Internal
趋势分摊
Current Year Actual Average Current Month Actual Hold Forecast to CY Plan Prior Year Actual Average Prior Year Actual w/ Seasonality Forecast Average Forecast w/ Seasonality YoY Increase / Decrease
现金流
• 完整集成现金流-专注于运营现金流 • 支持直接法和间接法
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Confidential – Internal
7
计划预算最佳实践框架
$
基于动因的科目
Oracle Confidential – Internal
8
内置计划预算内容 收入
Product Revenue • Volume • Avg Selling Price • Discount % • Return % Services Revenue • Services % • Services Hours • Services Rate Cost of Sales • Material Unit Cost • COGS % • Overhead % • Freight % Commission % Bad Debt %
财务
人力资源
资本支出
项目
计划预算云（PBCS）
计划预算云企业版是市场上唯一的解决方案既实现最终用户使用的灵活便利又 可以集中管理所有内容
价值所在 • 内置计划预算最佳实践 可以轻松部署，并不断添加所需内容 • 可配置可升级 同时拥有最终用户自定义内容，并可由Oracle进行系统升级 • 最终用户配置系统可以通过via configuration wizards
在财务计划预算流程和项 目计划系统间架起一座桥 梁
链接人头数与薪资福利计 划与财务计划
人力资源 资本支出
计划资本资产对财务计划 的长期影响
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Confidential – Internal
战略人力资源规划
统计
• 可配置的员工级别统计报告 • 预置仪表盘和报告
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
12
内置计划预算内容
薪资福利计划
Level of detail Wizard-based Maintenance • By job code • Country-specific expenses • By employee - Benefits • By employee & job code - Taxes - Additional earnings Planned actions • Salary grades • New hiring requisitions • Union defaults • Transfers • Employee properties • Change jobs • Employee demographics • Planned departures • Non-compensation expenses • Performance metrics • Merit rates • Three ‘flex dimensions’