Oracle Hyperion Planning

Oracle is a global provider of enterprise cloud computing, offering software as a service, platform as a service, infrastructure as a service and data as a service capabilities. The company employs more than 136,000 people worldwide. With more than 430,000 customers and deployments, Oracle offers a comprehensive stack of cloud applications, platform services and engineered systems.

Oracle’s analytics and enterprise performance management (EPM) portfolio contains various products. In 2014, the vendor changed its general release strategy to “Cloud First” and now has a major strategic focus on enhancing its cloud-based portfolio. However, Oracle continues to develop its on-premises solutions for analytics and EPM (e.g., the well-known Oracle Hyperion EPM portfolio). The cloud portfolio is packaged as Oracle Analytics Cloud, Oracle’s flagship product for analytics, and Oracle EPM Cloud. A variety of other cloud and on-premises offerings complete Oracle’s comprehensive product portfolio. Oracle’s EPM portfolio includes applications for planning and budgeting, financial consolidation and close, performance reporting and analysis, financial strategy management, profitability and cost management, account reconciliation and tax reporting.

Oracle’s entire EPM portfolio is available in the cloud. This includes Planning Cloud (i.e., Enterprise Planning and Budgeting Cloud Service, Planning and Budgeting Cloud Service), Financial Consolidation and Close Cloud Service, and Profitability and Cost Management Cloud Service. All Oracle EPM Cloud solutions are based on a consistent technical architecture and can be deployed in a modular fashion.

For customers who prefer to manage EPM applications on-premises, Oracle’s Hyperion EPM portfolio is still available. Oracle Hyperion Planning, the vendor’s on-premises planning product, has a long history and was acquired with Hyperion Solutions in 2007. It is one of the most widely used planning products in the world with thousands of implementations. Based on Oracle Essbase as a multidimensional database, the platform is suitable for corporate planning as well as integrated financial planning. Oracle Hyperion Planning is integrated with the vendor’s other on-premises EPM products, such as Oracle Hyperion Financial Management for financial consolidation.

For analytics, Oracle Analytics Cloud incorporates business-user-oriented capabilities for data preparation, data visualization, enterprise business intelligence and scenario management. It offers modules for developing and deploying dashboards, formatted reporting, ad hoc reporting and self-service discovery/analysis. Oracle Analytics Cloud also includes Oracle Essbase Cloud, a multidimensional database, which can be used for scenario modeling, OLAP analysis and the creation of Excel-based applications. Oracle Analytics Server, the on-premises version of Oracle Analytics Cloud brings all the capabilities of the cloud platform to organizations requiring on-premises deployment options.

Complementing the portfolio, machine learning algorithms are embedded out of the box with Oracle Analytics Cloud. R and Python scripts can be embedded in Oracle Analytics Cloud for custom advanced analytic capabilities. In 2018, Oracle acquired the machine learning platform datascience.com, which can be leveraged for ML-related use cases.

User & Use Cases

Besides planning, customers mainly use Oracle Hyperion Planning for ad hoc query and reporting (94 percent), standard/enterprise reporting (76 percent), basic data analysis (55 percent) or within financial consolidation processes (55 percent). 47 percent of respondents plan to use it for advanced analysis and 41 percent for dashboards/scorecards in the future. Oracle Hyperion Planning targets large and mid-sized companies across all industries. 54 percent of our sample of Oracle Hyperion Planning customers come from large companies (more than 2,500 employees) with a median of 60 users (including 40 using planning functionality), but the mean of 420 users (239 for planning) indicates there are also many larger implementations. 77 percent of Oracle Hyperion Planning users are planning users – significantly above the survey average of 65 percent – reflecting the fact that Oracle Hyperion Planning is essentially a planning and budgeting tool rather than an analytics tool.

Current vs. planned use (besides planning)

N=32

Percentage of employees using Oracle Hyperion Planning

N=35

Planning users (as a percentage of all users)

N=35

Total number of users per company

N=35

Planning users per company

N=35

Company size (number of employees)

N=35

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Oracle Hyperion Planning

Peer Groups Enterprise software vendors, Flexible planning platforms, Global vendors, North American Vendors
VendorOracle
Number of responses35
ProductHyperion Planning, Planning and Budgeting Cloud Service
OfficesOffices in more than 120 countries worldwide
Employees136,000
Customers> 430,000 (in total, not only BI customers)
Revenues (2019)$39.5 billion
Websitewww.oracle.com