068872.pdf - ORACLECORPORATION FusionEdition11.1.2 March15,2010 http\/my.oracle.com\/epm Writtenby:StephaneRibault : BlankPage 2of129 Oracle

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Unformatted text preview: ORACLE CORPORATION Oracle Hyperion Planning Fusion Edition 11.1.2 March 15, 2010 Brought to you by the “EPM Global Product Sales Support Team” Written by: Stephane Ribault Content based on the BIC2G: EPM BETA MARCH 2010 Training Demo Image Blank Page 2 of 129 Oracle Hyperion Planning 11.1.2 Summary Executive Summary The goal of this workshop is to introduce the new Hyperion Planning 11.1.2 key features and to rapidly let you become familiar with them. Additionally, the workshops demonstrate the necessary modifications to apply to the standard TotPlan demonstration in order to easily illustrate the new features during your upcoming customer meetings. Finally, an emphasis is given on tips and tricks to apply during demo customizations. Read this first Workshops were designed using various versions of ‘pre‐code freeze’ software. As a result, not all features were available at time of content creation. Images, exercises and results may vary, since the version of beta software on the training image differs from the one used during the creation of this document. Performance of the training image has not been optimized due to the timing of the events and availability of the beta software. This is not a representation of what will be available when the software is generally available. 3 of 129 Oracle Hyperion Planning 11.1.2 Summary Key New Features Hyperion Planning 11.1.2 release offers new capabilities in the following areas: Data Form Designer: a new enhanced Web Form Designer is now available with Hyperion Planning which helps to create web forms using drag and drop action. Hyperion Planning now uses a Composite form Layout Manager and includes dynamic context sensitive property panes for web form design and data validation rules creation. Process Management: the embedded application workflow has been redefined around the Planning Unit concept to include a fourth and tier dimension in the management process. Flexibility and dynamic ownership are now the main components of Hyperion Planning workflow that can be leveraged by data validation rules. End User Experience: the end user front end interface is more and more business user oriented with new filtering/sorting features and the capability to take an existing web form in ad‐hoc mode and to save it as a personal view. Smart View for Planning: Smart View for Planning 11.1.2 is a major focus with this release in order to provide a complete parity between the web interface and the Excel interface for a business user. Task lists access as well as the process management or the composite web forms navigation are some of the new functionalities covered by this new Smart View and easily illustrate the focus that has been done on the business user side. Reporting Application Integration: being able to quickly and easily share budgeting data with a reporting solution is the goal of this integration that helps to report and analysis on Smart List values. Financial Reporting: budget book creation and design has been enhanced to support Public Sector requirements. It benefits also to non Public Sector budgeting application in the way to create and manage heterogeneous book content with advanced Table of Content new capabilities. 4 of 129 Oracle Hyperion Planning 11.1.2 Table of Contents Lesson 1: Data Form Designer ......................................................................................................................... 7 Overview & Objective ........................................................................................................................................................ 8 Exercise 1 Starting the services required for Hyperion Planning ........................................................... 8 Exercise 2 Data Form Creation ............................................................................................................................. 10 Exercise 3 Composite Form Creation ................................................................................................................ 20 Exercise 4 Data Validation – simple condition .............................................................................................. 30 Exercise 5 Data Validation – advanced condition ........................................................................................ 35 Demo Tips & Tricks .......................................................................................................................................................... 39 Lesson 2: Process Management .................................................................................................................... 41 Overview & Objective ...................................................................................................................................................... 42 Exercise 1 Hierarchical Approval Process ....................................................................................................... 42 Exercise 2 Matrix Approval Process................................................................................................................... 53 Exercise 3 Validations on Approval Process ................................................................................................... 63 Demo Tips & Tricks .......................................................................................................................................................... 70 Lesson 3: End User Experience ..................................................................................................................... 71 Overview & Objective ...................................................................................................................................................... 72 Exercise 1 Adhoc & Personal View ..................................................................................................................... 72 Exercise 2 Sorting & Filtering ............................................................................................................................... 77 Exercise 3 Context Menu support for data cells ........................................................................................... 80 Demo Tips & Tricks .......................................................................................................................................................... 81 Lesson 4: SmartView for Planning ............................................................................................................... 83 Overview & Objective ...................................................................................................................................................... 84 Exercise 1 Task List in Microsoft outlook ........................................................................................................ 84 Exercise 2 SmartView with Microsoft Excel ................................................................................................... 89 Demo Tips & Tricks ....................................................................................................................................................... 110 Lesson 5: Financial Reporting ..................................................................................................................... 111 Overview & Objective ................................................................................................................................................... 112 Exercise 1 Budget Books Creation ................................................................................................................... 113 5 of 129 Oracle Hyperion Planning 11.1.2 Table of Contents Lesson 6: Reporting Application Integration ........................................................................................ 119 Overview & Objective ................................................................................................................................................... 120 Exercise 1 Creation of a Reporting Application.......................................................................................... 120 Exercise 2 Reporting Application Integration ............................................................................................ 124 Demo Tips & Tricks ....................................................................................................................................................... 129 6 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1 Data Form Designer Lesson 1: Data Form Designer Hyperion Planning 11.1.2 release offers a new enhanced Data Form Designer. It includes the following new capabilities: • Drag and Drop Form creation • New Composite forms Layout Manager • Layout Manager with dynamic context sensitive property settings of the traditional form designer • Data Validation rule • Live preview 7 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer Overview & Objective The Lessons and Exercises to follow in this document are designed to apply the enhancements and new features of Hyperion Planning 11.1.2 to the existing Hyperion Planning 11.1.1.3 demonstration. After the workshop, you will have an updated application featuring the enhancements and new features of this release. In addition, you will be able to make any adjustments and modifications to the demonstration to meet the requirements of your customers. This lesson focuses on the following Data Form Designer features: • Data Form Creation: create a new data form using the Data Form Designer • Composite Form Creation: create a new composite data form using the new Data Form Designer Layout Manager with focus on the benefits from the dynamic context sensitive property panel to set properties • Data Validations: create dynamic data validation steps for color coding, conditional validations, warning messages and process management Exercise 1 Starting the services required for Hyperion Planning Before starting the exercises, it is required to start the necessary services on your machine. It is recommended to use the Process Control console on the demo drive in order to start necessary services. If you are doing a demo, others services like EPMA or OBIEE may be required. 1) On the demo drive desktop, double‐click on the Process Control icon 8 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 2) In the upper right hand of Internet Explorer, click on the words Service View 3) Expand the Oracle DB Services, Foundation Services, Workspace Services, Essbase Services, FR Services and Planning Services. Check all items below each Services: 4) Click 5) All correctly started services should be green colored like below after completion: 9 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer Exercise 2 Data Form Creation The current TotPlan demonstration was created with a prior version of Hyperion Planning. In this workshop, we will enhance it by applying the new enhancements and features that are now available. In this exercise, you will use the new Data Form Designer. You will create a new data form similar to an existing one used within the TotPlan application which is also referenced in the Sales Manager task list. The new data form will be reused in the next exercise when creating a composite data form. 1) Log into the Workspace as User: demoadmin and Password: Demov52 2) Select Navigate \ Applications \ Planning and select TotPlan 10 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 3) Go to the Administration menu and select Manage \ Data forms 4) In the middle panel (NOT THE VIEW PANE), expand Forms and select the Revenue Folder and above the Data Form section, click Create 11 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 5) Select the Simple data form option, give a name to the data form e.g. “02 Product Revenue Talleyrand”, add a Description, For Plan Type, select Plan1 and Enter Instructions When done, click Next 6) From the Point ov View area, select the Account dimension icon Rows and Drag and Drop it in 12 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 7) Click the Member Selector icon dimension: and select the following members for the Account Units, Price, SalesReturnPct, SalesAllowPct, 411100, IChildren(412000), 410000, 451000, 400000 Note: you can also do a copy/paste replacing the Account name with the member selection. In that case you will have to click on the member selector icon to place selection in separate rows as explained below. 8) Check the ‘Place selection in separate rows’ and click Ok 13 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 9) Click the Units row/icon, and select the following under Display Properties Acount : 10) Drag and Drop the Period dimension in Columns and do the following selection: IDescendants(YearTotal) 14 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 11) Click Ok when done Note: in addition to using the Member Selector when selecting dimension members, you can directly type your selection in the appropriate field. It may be relevant for the next dimensions. 12) Drag and drop the Entity dimension in Page and do the following selection, hit Enter to leave the active selection box: IDescendants(E01_101_1000) 15 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 13) Under Page, click the Entity icon and under the Display Properties: Entity; uncheck Member Name and check Alias and Apply to all page dimensions 14) Drag and drop the Channels dimension in Page and do the following selection: IChildren(All Channels) 15) Drag and drop the Version dimension in Page and do the following selection: Working,What If 16) Drag and drop the Segments dimension in Page and do the following selection: IDescendants(Seg01) 17) Drag and drop the Scenario dimension in Page and do the following selection: Plan,Forecast,Actual 18) Drag and drop the Year dimension in Page and do the following selection: FY09,FY10,FY11,FY12 19) Leave Currency in the Point of View and click the Member Selector icon and select Local (or type directly in the dimension name) Your dataform should look like this: 16 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 20) Select the ‘Other Options’ tab and apply the following precision: 21) Apply the following Display Properties: 22) Associate the following menu to the webform: 17 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 23) Click the Business Rules tab, remove the <Calculate Currencies> calculation, 24) click on Properties and select to Run on Save the <Calculate Data Form> calculation and click OK 18 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 25) Click the Preview button on the bottom left hand side of the page You have now this capability to see how the web form will look like before saving it and opening it in the regular format. t 26) Close the Preview mode window 27) Click Save and Finish and review the new web form in working mode End of Exercise 19 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer Exercise 3 Composite Form Creation In this exercise you will use the new web form Designer that will help you to create an advanced and business oriented composite web form. You will create a new composite form based on Revenue drivers that generates a Gross Margin by Product plan and compares it to corporate targets. In order to create this composite data form, you will first split the form layout into two sections. Then, you will add one or several data grids to each section. Before we can create our new composite web form, we will have to modify and duplicate some of our existing data forms to enhance them with the 11.1.2 features. 1) Go to the Administration menu and select Manage \ Data forms \ Revenue 2) Select 00 Revenue Drivers and click the Edit button above 3) Select the Layout tab 20 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 4) In the Page Section section of the form Layout, locate Working and click the Member Selector icon 5) Add the What If member to the active selection and click OK 6) In the bottom right and side of the page, click Save As and type 00 Revenue Drivers Talleyrand and click OK 7) Click Finish. 8) Select 01 Product Mix and click Edit 9) Select the Layout tab 10) In the Page Section section of the form Layout, locate Working and click the Member Selector icon and add the What If member to the active selection and click OK 21 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 11) Click the Member Selector icon next Distribution and do the following selection: or type “IChildren("All Channels")” 12) Click Save As and give a name to the new form. Click OK. 13) Click Finish 14) Now you can create a new composite form. In the form portion of the view, click Create 22 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 15) Select the Composite data form option, give a name to the data form e.g. “00 Revenue Plan Talleyrand”, add a description, enter instructions. When done, click Next. 16) Expand the Layout pane if not opened. Under the Layout tab, click the third option “2‐Row Layout” from the Select layout option, You can see now the composite form is now divided in 2 vertical panels or sections. 23 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 17) While the upper vertical section is activated (blue color), click the Properties to add or remove data forms to this section icon from Section 18) Change the Data Form Folder drop down to Revenue and selec the three forms listed in the picture below: 24 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 19) Click Submit and check the ‘Display data forms as tabs’ option 20) Select the first web form under the Section Properties pane, and edit the data form label 21) Rename the section to ‘Drivers’: 25 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 22) Repeat steps 20 and 21 and rename the two other web forms to the following names: 23) Into the Section Name box, enter ‘Revenue Drivers’ and click the Text/Color icon the text size to Bold 11pt and a give a red color: and change 24) Click Save and Close 26 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 25) In the Section Layout panel, scroll down to the Common Dimension section 26) Change the Version selection to Section, and the Channels selection to Global Note: Several options are available between ‘Local’, ‘Section’ or ‘Global’. Concept used here is when selecting a dimension member within a data form, this member can be shared or not between forms within the same Section layout or even globally between all sections used if relevant in order to have a context sensitive like navigation between data forms. Based on this concept, a dimension is defined as ‘Local’ dimension, ‘Section’ shared dimension or ‘Global’ shared dimensions. Examples: ‐ If you change the selection of a ‘Global’ dimension, the POV changes of all data forms in all sections accordingly. ‐ If you change the selection of a “Section’ dimension, the POV changes of all data forms within this section only. ‐ If you keep the ‘Local’ selection, the POV change only in the related data form. In order to make a dimension ‘Global’, it has to be set to a same place (POV or Page) in each of the form of the composite, and it has to have the same member selection! 27 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 27) In the Layout panel, click on the lower section to activate 28) Add the ’00 Revenue Target’ webform 29) Into the Section Name box, add ‘Revenue Target’ and change the style and color to: 30) Click Save and Close 28 of 129 Oracle Hyperion Planning 11.1.2 Lesson 1: Data Form Designer 31) In the Common Dimensions pane, set Channels with a Global share At this st...
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