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Unformatted text preview: 11.1.2: Create & Manage Applications Student Guide - Volume I D63792GC30 Edition 3.0 January 2013 D80235 Oracle Internal & Oracle Academy Use Only Oracle Hyperion Planning Authors Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Lea Jensen Sandy Krameisen Theresa Songco Disclaimer Technical Contr ibutors and Reviewer s This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. Eleanor Salerno Bernhard Kinkel Faye Chan The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Ron Reiley Restricted Rights Notice Sergiy Pecherskyy If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: Vicki Hardiman Emilya Altman Sasha Ishenko Krishnan Narasimha Charitra Agrawal U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Shankar Viswanathan Trademark Notice Gr aphic Designer Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Seema Bopaiah Editor s Rashmi Rajagopal Smita Kommini Publisher s Pavithran Adka Srividya Rameshkumar Oracle Internal & Oracle Academy Use Only Art Hetherington 1 Introduction to Planning Course Objectives 1-2 Course Agenda: Day 1 1-3 Course Agenda: Day 2 1-4 Course Agenda: Day 3 1-5 Course Agenda: Day 4 1-6 Course Agenda: Day 5 1-7 Objectives 1-8 Oracle Hyperion Planning 1-9 Planning Components 1-10 Additional Planning Modules 1-11 Additional Planning-Based Products 1-12 Product Integration 1-13 Planning Architecture 1-14 Client Tier 1-15 Middle Tier 1-16 Data Tier 1-17 External Services 1-18 Oracle Exalytics: Overview 1-19 Planning on Oracle Exalytics: Benefits 1-20 Planning on Oracle Exalytics: Optimized Engine 1-21 Planning Business Process 1-22 Step 1: Entering Data 1-23 Step 2: Adjusting Data 1-24 Step 3: Calculating Data 1-25 Step 4: Annotating Data 1-26 Step 5: Reviewing and Approving Data 1-27 Step 6: Running and Publishing Financial Reports 1-28 Planning Business Scenario 1-29 Step 1: Creating the Application Shell Based On a Design Framework 1-31 Step 2: Managing and Loading Metadata 1-32 Step 3: Creating User-Defined Elements 1-33 Step 4: Setting Up Exchange Rates 1-34 Step 5: Loading and Calculating Data 1-35 Step 6: Setting Up Planning Security 1-36 iii Oracle Internal & Oracle Academy Use Only Contents 2 Navigating EPM Workspace Objectives 2-2 EPM Workspace: Overview 2-3 Launching EPM Workspace 2-5 EPM Workspace User Interface 2-6 Setting General Preferences 2-7 EPM Workspace Navigate Menu 2-9 Opening Applications 2-11 Navigating in Planning 2-12 Quiz 2-16 Summary 2-19 Practice 2-1 Through 2-3 2-20 3 Introduction to Applications and Dimensions Objectives 3-2 Planning Application: Overview 3-3 Application Creation Process 3-4 Data and Metadata Storage: Overview 3-5 Application Framework 3-8 Calendar Structure 3-9 Currency Specifications 3-11 Plan Types 3-12 Planning Dimensions 3-14 Required Dimensions 3-15 User-Defined Dimensions 3-17 Dimension Hierarchies: Genealogy 3-18 Dimension Hierarchies: Generations and Levels 3-19 Drilldown Process 3-20 Dimensions and Data 3-21 Dimensions and Metadata 3-22 Data Block Creation Process 3-23 iv Oracle Internal & Oracle Academy Use Only Step 7: Creating and Enhancing Forms 1-37 Step 8: Entering, Annotating, and Analyzing Data 1-38 Step 9: Managing Business Rules 1-39 Step 10: Setting Up and Managing the Approval Process 1-40 Step 11: Creating and Managing Task Lists 1-41 Training Environment 1-42 Quiz 1-43 Summary 1-47 Practice 1-1 Through 1-4 1-48 4 Creating Applications in Planning Administration Objectives 4-2 Planning Administration: Overview 4-3 Application Creation Process 4-4 Creating Applications with Planning Application Administration 4-5 Selecting Application Information 4-7 Setting Up the Calendar 4-8 Setting Up Currencies 4-10 Selecting and Naming Plan Types 4-11 Reviewing Application Information 4-12 Modifying Application Registration 4-13 Managing Applications and Data Sources 4-15 Managing Data Sources 4-17 Managing Essbase Databases 4-19 Refreshing Essbase Databases 4-21 Quiz 4-23 Summary 4-26 Practice 4-1 Through 4-2 4-27 5 Managing Dimensions Objectives 5-2 Building Dimension Hierarchies 5-3 Setting Up Dimension Hierarchies 5-4 Modifying Member Properties 5-7 Property Value Inheritance 5-8 Alternate Hierarchies 5-9 Managing Member Hierarchies 5-10 Deleting Members 5-12 Finding Members 5-13 Sorting Members 5-14 Quiz 5-16 v Oracle Internal & Oracle Academy Use Only Determining the Number of Data Blocks 3-24 Creating Data Blocks and Retrieving Data 3-26 Aggregation, Storage, and Calculation Options 3-28 Aggregation Options 3-29 Data Storage Options 3-30 Calculation Options 3-32 Quiz 3-34 Summary 3-37 Practice 3-1 3-38 6 Setting Up the Alias, Currency, Year, and Period Dimensions Objectives 6-2 Creating Aliases 6-3 Adding Currencies 6-5 Customizing Time Periods 6-7 Period and Year Dimensions 6-9 Setting Up DTS Members 6-10 Quiz 6-12 Summary 6-15 Practice 6-1 Through 6-5 6-16 7 Setting Up Scenarios and Versions Objectives 7-2 Scenarios and Versions 7-3 Creating Scenarios 7-4 Creating Versions 7-7 Quiz 7-9 Summary 7-11 Practice 7-1 Through 7-2 7-12 8 Loading Metadata Objectives 8-2 Metadata Load Options 8-3 Loading Metadata with the Outline Load Utility 8-4 Creating Metadata Load Files 8-5 Common Member Properties 8-6 Testing and Loading Metadata Files 8-8 ERP Integrator Load Process 8-11 Lifecycle Management 8-12 Migrating Applications and Artifacts 8-14 Migration Guidelines 8-15 Migrating Applications and Artifacts to a File System 8-17 Migrating Artifacts from a File System to an Application 8-18 Displaying Migration Status Reports 8-20 Quiz 8-21 Summary 8-24 Practice 8-1 Through 8-4 8-25 vi Oracle Internal & Oracle Academy Use Only Summary 5-19 Practice 5-1 Through 5-4 5-20 Setting Up the Entity and Account Dimensions Objectives 9-2 Entities: Overview 9-3 Entity Members and Plan Types 9-4 Currency Values for Entities 9-6 Adding Entities 9-7 Deleting Entities 9-8 Accounts: Overview 9-9 Account Types 9-10 Time Balance Properties 9-11 Saved Assumptions 9-13 Data Types and Exchange Rate Types 9-14 Adding Accounts 9-15 Aggregating Accounts 9-16 Quiz 9-17 Summary 9-21 Practice 9-1 9-22 10 Creating User-Defined Elements Objectives 10-2 Creating Member Formulas 10-3 User-Defined Dimensions 10-5 Attribute Dimensions 10-6 Creating Attributes 10-7 Assigning Attribute Values 10-9 Adding User-Defined Attributes 10-10 Smart Lists: Overview 10-12 Creating Smart Lists 10-13 Associating Smart Lists with Members 10-15 Forms and Smart Lists 10-16 Quiz 10-17 Summary 10-21 Practice 10-1 Through 10-11 10-22 11 Setting Up Exchange Rates Objectives 11-2 Currencies and Exchange Rates 11-3 Creating Exchange Rate Tables 11-5 Entering Exchange Rates 11-6 Calculating Implied Rates Through Triangulation 11-8 vii Oracle Internal & Oracle Academy Use Only 9 12 Loading and Calculating Data Objectives 12-2 Data Load Options 12-3 Loading Data Values with Administration Services 12-5 Requirements for Data Load Files 12-6 Multicurrency Application Data 12-7 Managing Data with the Outline Load Utility 12-8 Importing Data From Flat Files or RDMS 12-9 Exporting Application Data 12-12 ERP Integrator Data Load Process 12-13 ERP Integrator: Drilling Through and Writing Back Budget Data 12-14 Oracle Data Integrator Data Loads with ETL Tools 12-15 Data Calculations 12-16 Calculation Scripts in Essbase 12-18 Business Rules 12-19 Quiz 12-20 Summary 12-23 Practice 12-1 Through 12-2 12-24 13 Setting Up Planning Security Objectives 13-2 Planning Security: Overview 13-3 Planning Security Levels 13-4 User Authentication 13-6 Planning Roles in Shared Services 13-7 Data and Artifact Security 13-8 User and Group Provisioning in Shared Services 13-9 Provisioning Users and Groups 13-12 Generating Provisioning Reports 13-14 Assigning Access Permissions 13-15 Access Options 13-17 Inheritance Options 13-19 Precedence and Inheritance of Access Permissions 13-20 Reporting on Access Permissions 13-22 Exporting and Importing Access Permissions 13-24 viii Oracle Internal & Oracle Academy Use Only Exchange Rates and the HSP_Rates Dimension 11-10 Generating Currency Conversion Calculation Scripts 11-11 Quiz 11-13 Summary 11-16 Practice 11-1 Through 11-4 11-17 14 Creating Forms Objectives 14-2 Forms: Overview 14-3 Form Components 14-4 Creating Simple Forms 14-6 Setting Up the Form Layout 14-8 Setting Up Properties 14-10 Form Display and Printing Options 14-13 Managing Substitution and User Variables 14-15 Selecting Members 14-17 Setting Up Other Options 14-20 Assigning Business Rules 14-22 Creating Composite Forms 14-24 Setting Up Composite Forms 14-26 Setting POV and Page Properties 14-28 Setting Up Master Composite Forms 14-30 Reviewing Form Design 14-32 Exporting and Importing Forms 14-33 Quiz 14-35 Summary 14-39 Practice 14-1 Through 14-8 14-40 15 Enhancing Forms Objectives 15-2 Creating Rolling Forecasts 15-3 Modifying Rolling Forecast Variables 15-5 Creating Menus 15-7 Creating Formula Rows and Columns 15-10 Building Validation Rules 15-12 Processing Cells for Data Validation 15-15 Specifying Advanced Settings 15-17 Setting Application Defaults 15-19 Setting Up User Preferences 15-20 Setting Individual Display Options 15-22 ix Oracle Internal & Oracle Academy Use Only Exporting Access Permissions with ExportSecurity 13-27 Importing Access Permissions with ImportSecurity 13-29 Creating Security Filters 13-31 Quiz 13-33 Summary 13-37 Practice 13-1 Through 13-5 13-38 16 Entering Data in Planning Objectives 16-2 Navigating Forms 16-3 Viewing Form Instructions 16-5 Data Entry Menus 16-6 Cell Detail Cues 16-7 Navigation Keys 16-9 Showing and Hiding Children 16-10 Viewing Member Detail 16-11 Navigating Forms with Menus 16-12 Submitting Data in Forms 16-13 Copying and Pasting Data 16-15 Saving and Refreshing Data 16-17 Viewing Member Formulas 16-18 Viewing Consolidation Operators 16-19 Selecting Dates 16-21 Entering Data with Smart Lists 16-22 Filtering Data 16-23 Sorting Data 16-25 Spreading Data 16-26 Time Balance Options 16-28 Spreading Data by Using Grid Spread 16-30 Spreading Data by Using Mass Allocate 16-32 Adjusting Plan Data 16-34 Performing Flexible Data Entry 16-35 Quiz 16-36 Summary 16-40 Practice 16-1 Through 16-6 16-41 17 Annotating and Analyzing Data Objectives 17-2 Adding Annotations to Plan Data 17-3 Adding Comments 17-4 Adding Supporting Detail 17-5 Attaching Documents to Cells 17-7 x Oracle Internal & Oracle Academy Use Only Setting Printing Options 15-24 Performing Grid Diagnostics 15-25 Quiz 15-26 Summary 15-29 Practice 15-1 Through 15-6 15-30 18 Managing Business Rules Objectives 18-2 Business Rules: Overview 18-3 Calculation Manager: Overview 18-4 Business Rule Creation Process 18-5 Determining Calculation Requirements 18-6 Launching Calculation Manager 18-7 Rule Components 18-8 Formula Components 18-9 Variables 18-10 Script, Condition, and Loop Components 18-13 Templates: Overview 18-15 Creating Business Rules from Templates 18-17 Setting Up the Copy Data Template 18-19 Setting Up the Amount–Unit–Rate Template 18-21 Setting Up the Allocate–Level to Level Template 18-22 Setting Up the Allocate Simple Template 18-24 Setting Up the Aggregation Template 18-27 SET Commands Template 18-29 Export-Import Data Template 18-30 Creating Custom-Defined Templates 18-31 Creating Business Rules and Rulesets 18-33 Validating and Deploying Rules 18-35 Assigning Business Rule Security 18-37 Launching Business Rules from Planning Forms 18-39 Launching Business Rules from the Planning Tools Menu 18-40 Quiz 18-41 Summary 18-45 Practice 18-1 Through 18-8 18-46 19 Setting Up the Approval Process Objectives 19-2 Approvals: Overview 19-3 xi Oracle Internal & Oracle Academy Use Only Adding Account Annotations 17-9 Clearing Cell Details 17-10 Working with Ad Hoc Grids 17-12 Setting Ad Hoc Grid Options 17-16 Quiz 17-18 Summary 17-21 Practice 17-1 Through 17-5 17-22 20 Managing the Approval Process Objectives 20-2 Approvals Dashboard 20-3 Planning Unit Approval States 20-5 Reviewer Actions 20-7 Impact of Entity Hierarchy on the Review Process 20-10 Managing the Review Cycle 20-11 Starting the Review Cycle 20-12 Checking the Status of Planning Units 20-15 Viewing the Details of Planning Units 20-17 Viewing and Adding Planning Unit Annotations 20-18 Changing the Status of Planning Units 20-20 Setting Up Out of Office Assistant 20-22 Viewing and Resolving Validation Errors 20-24 Copying Data Between Versions 20-27 Copying Data 20-29 Quiz 20-31 Summary 20-35 Practice 20-1 Through 20-6 20-36 21 Creating Task Lists Objectives 21-2 Task Lists: Overview 21-3 Navigating Task Lists 21-4 Task List Creation Process 21-6 Creating Task List Folders 21-7 Creating Task Lists 21-9 Adding Tasks to Task Lists 21-10 Setting Up Tasks 21-11 xii 19-6 Oracle Internal & Oracle Academy Use Only Creating Planning Unit Hierarchies 19-5 Setting Up Basic Characteristics for Planning Unit Hierarchies Selecting Planning Unit Hierarchy Members 19-8 Assigning Planning Unit Owners and Reviewers 19-11 Assigning Scenario and Version Combinations 19-13 Synchronizing Planning Unit Hierarchies 19-15 Exporting and Importing Planning Unit Hierarchies 19-17 Updating the Promotional Path with Validation Rules 19-19 Quiz 19-22 Summary 19-26 Practice 19-1 Through 19-3 19-27 A Creating Applications in Performance Management Architect Objectives A-2 Application Creation Process A-3 Application Criteria A-4 Creating Applications with Application Creation Wizard A-5 Selecting Dimensions A-7 Configuring Application Settings A-9 Working in Shared Library A-10 Managing Dimensions A-12 Adding Dimensions to Shared Library A-13 Shared and Local Dimensions A-15 Creating Members in Dimension Library A-16 Modifying Member Properties A-18 Property Value Inheritance A-20 Alternate Hierarchies A-21 Inserting Members Based on Relationships A-22 Managing Members A-23 Finding Members A-25 Organizing Shared Library A-26 Creating Dimension Filters A-28 Sorting Dimensions in Shared Library A-29 Creating Associations Between Dimensions A-30 Working with Grid Editor A-32 Selecting Members and Properties in Grid Editor Wizard A-33 Saving Dimensions A-35 Adding Dimensions from Shared Library A-36 Synchronizing Local Dimensions with Shared Library A-38 Changing Local Dimensions to Shared Dimensions A-40 Excluding and Showing Members A-42 Overriding Property Settings A-43 Deployment Process A-45 Preparing for Application Deployment A-46 xiii Oracle Internal & Oracle Academy Use Only Setting Task Properties 21-13 Editing Task Lists 21-15 Assigning Access to Task Lists 21-16 Testing Task Lists 21-18 Printing Task List Reports 21-19 Quiz 21-21 Summary 21-24 Practice 21-1 Through 21-4 21-25 B Sharing Data with Data Synchronization Objectives B-2 Data Synchronizer B-3 Synchronization Source Types B-5 Synchronizing Multicurrency Planning Applications B-7 Creating Mapping Tables B-9 Creating Data Synchronizations B-11 Specifying Source Types B-12 Specifying a Destination B-13 Mapping Dimensions B-14 Filtering Dimensions B-15 Applying Filter Criteria B-17 Assigning Default Members B-18 Inserting Mapping Tables B-19 xiv Oracle Internal & Oracle Academy Use Only Adjusting Performance Settings A-47 Setting Up Data Type Evaluation Order A-49 Activating Dimension Associations A-51 Validating Applications A-52 Deploying Applications to a Planning Server A-54 Essbase Databases A-56 Planning Outlines A-57 Essbase Directory Structure A-58 Redeploying Applications A-59 Metadata Load Options A-61 Loading Metadata in Performance Management Architect A-62 Formatting Metadata Load Files A-63 Setting Up Dimensions A-65 Setting Up Dimension Associations A-67 Setting Up Parent-Child Relationships A-69 Managing Aliases A-71 Creating Import Profiles A-72 Mapping Dimensions A-74 Mapping Dimension Properties A-77 Running Import Profiles A-79 Viewing Job Statuses A-81 Viewing Import Errors A-82 Staging Data with Interface Tables A-83 Creating Interface Tables A-84 Loading Data by Using Interface Tables A-85 Summary A-87 C Entering Data with Smart View Objectives C-2 Smart View: Overview C-3 Smart View Architecture C-4 Connection Types C-5 Setting Up a Shared Connection C-6 Creating Private Connections C-8 Connecting to Data Sources C-10 Setting Smart View Options C-11 Navigating Forms in Smart View C-13 Opening Forms in Smart View C-14 Data Entry in Smart View C-15 Form Formulas in Smart View C-17 Data Calculations in Smart View C-19 Performing Ad Hoc Analysis in Smart View C-20 Navigating Ad Hoc Grids C-21 Zooming In and Out on Dimension Members C-23 Pivoting Dimensions C-24 Keeping and Removing Dimension Members C-25 Saving Ad Hoc Grids C-26 Cascading Data Slices C-27 Adding Supporting Details C-28 Managing Approvals in Smart View C-30 Copying Versions in Smart View C-32 Managing Task Lists in Smart View C-34 Summary C-36 xv Oracle Internal & Oracle Academy Use Only Saving Synchronizations B-20 Editing Synchronizations and Mappings B-21 Duplicating Synchronizations and Mappings B-22 Deleting Synchronizations and Mappings B-23 Validating Data Synchronizations B-24 Executing Data Synchronizations B-26 Viewing Data Flows B-28 Summary B-29 Oracle Internal & Oracle Academy Use Only Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle Internal & Oracle Academy Use Only I t d ti to Introduction t Planning Pl i After completing the course, you should be able to: • Create and deploy Planning applications • Manage metadata and data • Set up security for users users, groups groups, and members • Create and customize forms, menus, and task lists • Migrate application artifacts • Verify application setup p and test business rules • Set up • Set up and manage the approval process Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle Hyperion Planning 11.1.2: Create & Manage Applications 1 - 2 Oracle Internal & Oracle Academy Use Only Course Objectives Course Agenda: Day 1 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle Hyperion Planning 11.1.2: Create & Manage Applications 1 - 3 Oracle Internal & Oracle Academy Use Only Lesson 1: Introduction to Planning Lesson 2: Navigating EPM Workspace Lesson 3: Introduction to Applications and Dimensions Lesson 4: Creating Applications in Planning Administration Lesson 5: Managing Dimensions Lesson 6: Setting Up the Alias, Currency, Year, and Period Dimensions Lesson 7: Setting Up Scenarios and Versions Lesson 8: Loading Metadata Lesson 9: Setting Up the Entity and Account Dimensions Lesson 10: Creating User-Defined Elements Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle Hyperion Planning 11.1.2: Create & Manage Applications 1 - 4 Oracle Internal & Oracle Academy Use Only Course Agenda: Day 2 Course Agenda: Day 3 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle Hyperion Planning 11.1.2: Create & Manage Applications 1 - 5 Oracle Internal & Or...
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