Moving from On-Premise Oracle Hyperion Planning to Oracle Planning and Budgeting Cloud Service (PBCS): Web User Interfaces

April 26, 2017

Author: Andy Tauro, Performance Architects

In the previous post in this series, we looked at the differences between utilities offered in Oracle Hyperion Planning and Oracle Planning and Budgeting Cloud Service (PBCS) for administrative functions and automating these for lights-out maintenance.  This second post in this series focuses on the similarities and differences between the web user interfaces (UIs) in the solutions.

Long-time Oracle Hyperion Planning users may recall that while the interface has evolved since the days before Hyperion System 9 was released, it hasn’t really changed all that much since then. If you were using Hyperion Planning 9.3, and have been on an extended vacation since then (perhaps getting in touch with your wild side), using a Hyperion Planning 11.1.2.4 system will not be a huge learning curve. Sure the colors have changed a little bit, but things are pretty much where you left them. Also, it still only works in Microsoft (MS) Internet Explorer (IE) and Mozilla Firefox, although supported browser versions include the latest offered.

PBCS’s web UI is generation or two evolved from what on-premise Hyperion Planning offers. The web interface lends itself very well to touch screens and mobile interfaces. The menus have mostly been replaced by large icons that aim to present simple and clear choices to the user:

Most administrative tasks have, meanwhile, been hidden behind a new navigation menu. Some of the choices here may look familiar to long-time administrators, while others have new names:

This change in the user interface is important to keep in mind, because it takes a little getting used to for long-time Oracle Hyperion Planning users. As a result, it is important to plan training sessions that will allow users to get familiar with the system and to learn the quickest way to get to the tasks that they routinely perform.

Meanwhile, there are two improvements that will make a lot of users happy. First, the PBCS interface works in a wide range of web browsers: Microsoft Edge and Internet Explorer, Google Chrome, Apple Safari, and Mozilla Firefox. Second, Smart View for MS Office add-in users will be happy to know that Smart View still looks and feels the same, it just has gained a few PBCS-specific tricks.

Stay tuned for this and more things to keep in mind, as you move to PBCS. If you have any questions, please drop us a note at sales@performancearchitects.com and we’ll see what we can do to help.


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