Oracle Hyperion Planning

Oracle is one of the world’s largest software companies, with offices in more than 145 countries. It has long been the largest RDBMS vendor and, through a series of acquisitions, is now the second largest applications vendor. With its purchase of Sun in 2010, Oracle entered the hardware market as well.

In the BI and performance management area, Oracle offers various on-premises and cloud products. The well-known Oracle Hyperion Enterprise Performance Management (EPM) portfolio as well as Oracle BI Suite and Oracle Big Data Discovery are available as on-premises products. However, in 2014, Oracle changed its general release strategy to “Cloud First”, and the vendor now has a major strategic focus on enhancing its cloud-based portfolio. Oracle’s cloud portfolio includes Oracle Enterprise Performance Management Cloud, with EPM applications such as Oracle Planning and Budgeting Cloud Service for planning, and Oracle BI Cloud Service (part of the Oracle Analytics Cloud). A variety of other on-premises and cloud offerings complete Oracle’s product portfolio.

Oracle Hyperion Planning was acquired with Hyperion Solutions in 2007. Based on the Essbase multidimensional database, Hyperion Planning is a platform for corporate planning as well as integrated financial planning. It is especially suited to centrally controlled, standardized planning applications in mid-size to large scenarios. Hyperion Planning is integrated with Oracle’s other EPM products, and with thousands of implementations it is possibly the most widely used planning product in the world. As a cloud-based alternative, Oracle Planning and Budgeting Cloud Service can be used via the Web, Microsoft Office and mobile clients.

Oracle BI is a platform with modules for developing and deploying dashboards, formatted reporting, ad hoc reporting and analysis. Oracle BI Cloud Service extends Oracle’s BI suite in the cloud in terms of data loading and modeling. With its Data Visualization offering, Oracle continues to deliver expanded capabilities for advanced visualizations and self-service in a business user-oriented solution focused on explorative data analysis (data discovery). For transformation and analysis of Hadoop-based data, Oracle also has a visualization and analysis solution called Oracle Big Data Discovery.

User & Use Cases

76 percent of Oracle Hyperion Planning users are planning users – compared to the survey average of 60 percent – reflecting the fact that Hyperion Planning is essentially a planning tool rather than a BI tool. Besides planning, Hyperion Planning is frequently used for standard/enterprise reporting, ad hoc query and basic data analysis. In terms of financial consolidation, an integration with Oracle Hyperion Financial Management is available.

Oracle targets mid-size and large companies across all industries with Hyperion Planning. Nearly 60 percent of our sample of Hyperion Planning customers come from large companies (more than 2,500 employees) with a median of 100 users (with 50 of them using planning functionality).

However, the mean of 164 users (108 for planning) indicates there are also larger implementations.

Current vs. planned use (besides planning)


Percentage of employees using Oracle Hyperion Planning


Planning users (as a percentage of all users)


Total number of users per company


Planning users per company


Company size (number of employees)


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Oracle Hyperion Planning

Peer Groups Development-oriented planning solutions, Global vendors, Software generalists
Number of responses41
OfficesOffices in more than 145 countries
Employees> 135,000
Customers420,000 (in total, not only BI customers)
Revenues (2016)$ 37 billion