creating classic financial management applications sys 11

8/6/2019 Creating Classic Financial Management Applications Sys 11

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Creating Classic Financial Management Applications in Sys 11

Purpose

This tutorial covers creating Classic Financial Management applications.

Time to Complete

Approximately 30 minutes.

Topics

This tutorial covers the following topics:

Overview

Scenario

Prerequisites

Creating Application Profile

Creating Classic Financial Management Application

Opening the Application and Reviewing Application Metadata

Summary

Overview

This tutorial covers creating Classic Financial Management applications. A Classic Financial Management application is a stand-alone application. It has its own

profile that defines the calendar and the languages for the application. It also has its own metadata file that defines its dimensions.

Scenario

Your company wants you to create a stand-alone application named Training1, which will be used for training purposes. The application's language is English, and

the application is based on a standard calendar year, divided into quarters and months. The start month is January 2008, and the duration is ten years.


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Prerequisites

Before starting this tutorial, you should:

1. Have access to or have installed Oracle Hyperion Financial Management, Fusion Edition11.1.1.0.0

2. Have access to or installed a Financial Management application

Creating Application Profiles

Before creating an application, you create an application profile that defines its languages, calendar, frequencies, and periods.

1. On your desktop, double-click the Financial Management icon.

The Logon dialog box is displayed.


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2. Perform the following actions:

a. Enter the following login information:

Domain User Password

Server Name Trnadmin hyperion

b. Click Logon.


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3. In the Tasks pane, select Define Application Profile.

The Create New Application Profile page is displayed.


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4. Select Create a New Application Profile, and click Next.

5. In Row 1, enterEnglish, and click Next.


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6. Under Time Periods, perform the following actions:

a. Select Standard Calendar.

b. Select Include Quarters.

c. Select Include Months.

d. In the Start Month list, selectJanuary.

e. In the Start Year box, enter2008.

f. In the Number of Years box, enter10.

g. Click Next.

The Frequencies table is displayed.


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7. Perform the following actions:

a. Enter the following frequency descriptions for the View dimension:

View View Description

YTD Year-to-date

QTD Quarter-to-date

MTD Month-to-date

b. Click Next.


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The Periods page is displayed.

8. In the Periods list, perform the following actions:


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a. Select Quarter1 and, in the description box, enterQuarter 1.

b. Select January and, in the description box, enterJanuary.

c. Repeat steps a and b and add descriptions for Quarter2, Quarter3, and Quarter4, and descriptions for February to December.

d. Click Next.

9. Perform the following actions to save the profile:

a. Click Browse and navigate to C:\Hyperion\Products\FinancialManagement\Client.

b. In the File Name box, enterTraining.

c. Click Finish.


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Note: The application profile is saved successfully with a PER extension.

10. Click OK.


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You have successfully created the Training profile.

Creating Classic Financial Management Applications

After creating the application profile, you create a Financial Management application named Training1. You base the Training1 application on the Training profilethat you created.

1. On your desktop, perform the following actions:

a. Double-click the Workspace icon.

b. Enter user name trnadmin and password hyperion.

c. Click Log On to log on to Workspace.


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2. In Workspace, select Navigate > Administer > Classic Application Administration > Consolidation Administration> Create Application.


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The Application Properties page is displayed.

3. In the Application Properties page, perform the following actions:

a. Enter or select the following information:

Field Value

Server Name of your Shared Services server Application Name Training1

Application Description Training1 Application

Appl icat ion Prof ile Training.per (Located in the C: \Hyperion\Products \FinancialManagement\Client folder)

User Management Project Default Application Group


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Financial Management Web Server URL http://:19000/hfm

b. Click Create.

4. Verify that the application was created successfully.


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You have successfully created the Training1 application.

Opening the Application and Reviewing the Application Metadata

After creating the application, you open it and review the application metadata.

1. Select Navigate > Applications > Consolidation > TRAINING1.

Note: You may have to click Refresh on the Consolidation submenu to load the TRAINING1 application.

The Training1 application is displayed.


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2. Select File > New > Data Form.

Data Form Builder is displayed.

3. Select the POV tab, and click theSearch icon for the Year dimension.


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The members for the Year dimension are displayed.

4. Verify that the Year dimension contains the members specified in the Training profile.


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5.Click the Period dimension, and verify that it contains the members specified in the Training profile.


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6. Click the View dimension, and verify that it contains the members specified in the Training profile.


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Note: The Periodic member contains the lowest-level frequency (MTD) that you defined for the View dimension.

Note: The Value dimension contains system-defined members. The Scenario, Entity, Account, and Custom dimensions contain only the None

member.

You can now create a metadata file and load the metadata file into the application.

Summary

In this tutorial, you learned how to:

Create application profiles

Create Classis Financial Management Applications

Open the application and review application metadata

creating classic financial management applications sys 11

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