planning admin 11124
DESCRIPTION
Hyperion PlanningTRANSCRIPT
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Oracle Hyperion Planning
Administrator's Guide
Release 11.1.2.4
Updated: March 2015
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Planning Administrator's Guide, 11.1.2.4
Copyright 2001, 2015, Oracle and/or its affiliates. All rights reserved.
Authors: EPM Information Development Team
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The information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf ofthe U.S. Government, then the following notice is applicable:
U.S. GOVERNMENT END USERS:
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Contents
Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Chapter 1. Using Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
About Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Planning Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Important Information on New Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Planning Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
EPM Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Lifecycle Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Predictive Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
User Licensing for Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Planning Usage Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Setting Up Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Building Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Launching Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Starting the Budget Review Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Post-Planning Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Chapter 2. Getting Started with Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
About Planning Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Starting Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Considerations for Working with Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Understanding Implied Sharing in Planning Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Connecting to Multiple Instances of Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
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Starting the Relational Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Optimizing SQL Relational Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Setting Application and System Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Changing the JDBC Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Configuring JDBC Connection Pooling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Configuring Data Synchronization on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Setting Offline Compression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Controlling Smart View Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Showing New Planning Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Setting the Application Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Setting Background Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Setting Business Rules Launch Logging Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Setting Data Validation Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Setting the Maximum Length for Text Values and Comments in Cells . . . . . . . . . . . . 45
Managing Dimensions from Within Deployed Planning Applications . . . . . . . . . . . . 46
Controlling Smart View Cell Formatting in Planning Forms . . . . . . . . . . . . . . . . . . . 47
Setting the Maximum Number of Members Displayed in the Simplified Interface . . . . 47
Setting Threshold Limits for Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Logging On to EPM Workspace and Accessing Planning . . . . . . . . . . . . . . . . . . . . . . . . . 50
Using the Simplified Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Logging On to the Simplified Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Enabling Access to Planning Artifacts On Mobile Devices . . . . . . . . . . . . . . . . . . . . . 51
Considerations When Using the Simplified Interface . . . . . . . . . . . . . . . . . . . . . . . . . 51
About Cell Formatting When Using the Simplified Interface . . . . . . . . . . . . . . . . . . . 52
Copying and Pasting Data Between Microsoft Excel and Planning Web Forms . . . . . . 52
About Instant Save . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
About Autosave . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Working with Planning Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Suppressing Password Prompts in Planning Utilities . . . . . . . . . . . . . . . . . . . . . . . . . 56
About Text Files for Planning Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Running Planning Utilities on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
About EPM Oracle Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Using Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
About Updating Instances and Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Closing Planning and Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Chapter 3. Setting Up Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Levels of Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Planning Artifacts That Can Be Assigned Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
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Types of Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Enabling Access Permissions for Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Assigning Access to Members and Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Adding, Editing, and Removing Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
About Effective Access Permissions to Shared Members . . . . . . . . . . . . . . . . . . . . . . 64
Managing Access to Forms and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Assigning Access to Forms and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Adding, Changing, and Removing Access to Forms and Folders . . . . . . . . . . . . . . . . . 66
Importing Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Improving Performance When Importing Access Permissions . . . . . . . . . . . . . . . . . . . . . 70
Exporting Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Reporting on Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Selecting Reporting Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Selecting Reporting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Working with Access Permissions Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Setting Up Audit Trails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Examples of Tracked Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Viewing and Clearing Audit Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Managing Security Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Synchronizing Users With the Provision Users Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Migrating User and Group Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Migrating Business Rule Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Removing Stale User Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Setting Up Access Permissions in Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Chapter 4. Managing Planning Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Unlocking Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Using Broadcast Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Viewing Usage Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Creating and Refreshing Application Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Managing Exchange Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Creating Exchange Rate Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Editing Exchange Rate Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Deleting Exchange Rate Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Managing Currency Conversions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Working with Currency Conversion Calculation Scripts . . . . . . . . . . . . . . . . . . . . . . . . . 90
Optimizing Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
About Reordering Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Allocating Memory for Supporting Detail Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
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Configuring the Data and Index Cache Sizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Other Performance Optimization Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Backing Up Applications and Application Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Chapter 5. Importing and Exporting Data and Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
About Loading Dynamic Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Loading Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Working with the Outline Load Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Command Properties File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Generating Load Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Importing Data and Metadata Using a Flat File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Importing Data and Metadata from a Relational Data Source . . . . . . . . . . . . . . . . . 106
Exporting Data and Metadata from a Planning Application to a Flat File . . . . . . . . . 113
Exporting Metadata from a Planning Application to a Relational Data Source . . . . . . 115
Command Line Parameters for the Outline Load Utility . . . . . . . . . . . . . . . . . . . . . 118
Dimension Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Working with Planning Import and Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Running Planning Import and Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Importing Metadata from a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Importing Data from a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Exporting Metadata to a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Exporting Data to a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Data Integrator Adapter for Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Using DIM Adapter for Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Enabling Data Load of Essbase Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Loading from Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
File Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Loading with Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Chapter 6. Managing Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
About Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Form Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Form Design Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Creating Simple Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Setting Form Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Setting Form Precision and Other Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Creating Asymmetric Rows and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Adding Formula Rows and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Defining Simple Form Page and Point of View . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
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Importing Form Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Creating Composite Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Setting Composite Form Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Setting Composite Form Section Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Setting Composite Form Point of View and Page Dimensions . . . . . . . . . . . . . . . . . 173
Creating Master Composite Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Embedding Charts in Composite Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Designing Specific Types of Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Designing Forms for Multiple Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Designing Forms for Drill-Through Information . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Designing Forms with Formula Rows and Columns . . . . . . . . . . . . . . . . . . . . . . . . 178
Designing Forms with Data Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Designing Forms with Global Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Designing Forms for Rolling Forecasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Working with Forms and Form Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Selecting and Opening Forms and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Previewing Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Printing Form Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Searching for Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Editing Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Moving, Deleting, and Renaming Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Importing and Exporting Form Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Specifying How Many Forms Users Can Simultaneously Use . . . . . . . . . . . . . . . . . . 188
Using Grid Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Using Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Planning Offline Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
How Cell Formatting in Smart View Persists in Planning . . . . . . . . . . . . . . . . . . . . . 201
Working with Substitution Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Working with User Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Chapter 7. Using the Member Selector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
About Working with Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Selecting Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Using Wildcards in Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
About Selecting Attribute Values as Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
About Selecting Members for Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
About Selecting Substitution Variables as Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
About Selecting User Variables as Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
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Chapter 8. Managing Data Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Creating and Updating Data Validation Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Formatting Cells and Setting the Promotional Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Viewing Data Validation Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Order of Evaluation and Execution for Data Validation Rules . . . . . . . . . . . . . . . . . . . . 219
Conditions Supported by the Rule Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
If Condition Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Then Condition Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Range Condition Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Data Validation Conditional Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Data Validation Rule Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Scenario 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Scenario 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Scenario 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Scenario 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Scenario 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Chapter 9. Managing the Budgeting Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
About the Budgeting Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Planning Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Review Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Planning Unit Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Data Validation Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Setting Up Email for Approvals Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Defining the Budgeting Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Approvals Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Approvals Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Approval Operations and Data Validations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Starting and Supporting the Review Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Printing Planning Unit Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Managing Planning Unit Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Creating Planning Unit Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Assigning Planning Unit Hierarchy Scenario and Version Combinations . . . . . . . . . 253
Selecting Planning Unit Hierarchy Scenario and Version . . . . . . . . . . . . . . . . . . . . . 254
Editing Planning Unit Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Deleting and Renaming Planning Unit Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . 255
Viewing Planning Unit Hierarchy Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Synchronizing Planning Unit Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
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Exporting Planning Unit Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Importing Planning Unit Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Planning Unit Promotional Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Modifying the Planning Unit Promotional Path . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Design Considerations for Planning Unit Promotional Path Data Validation Rules . . 261
Managing Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Working with Task List Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Working with Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Adding Instructions to Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Adding and Defining Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Adding Tasks to Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Editing Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Linking Tasks to Planning Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Assigning Access to Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Importing and Exporting Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Copying Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Clearing Cell Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Chapter 10. Working with an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Managing Forms and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Creating Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
About Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
Setting Personal Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277
Setting Application Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277
Specifying System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Assigning Applications to Shared Services Application Groups . . . . . . . . . . . . . . . . . 279
Limiting Use of an Application During Maintenance . . . . . . . . . . . . . . . . . . . . . . . . 280
Using the MaintenanceMode Utility to Limit Application Access . . . . . . . . . . . . . . . 280
Specifying Custom Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Setting Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Setting Printing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Mapping an Application for Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
About the Reporting Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Creating a Reporting Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Mapping a Planning Application to a Reporting Application . . . . . . . . . . . . . . . . . . 284
Defining Application Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Defining Dimension Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Setting the Point of View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
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Validation Rules for Default Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Pushing Data to a Reporting Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Pushing Data with a Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
Unsupported Features with Mapping Applications . . . . . . . . . . . . . . . . . . . . . . . . . 289
Mapping Applications and Substitution Variables . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Adding an Essbase Server for Reporting Applications . . . . . . . . . . . . . . . . . . . . . . . 290
Editing an Essbase Server for Reporting Applications . . . . . . . . . . . . . . . . . . . . . . . 291
Removing an Essbase Server for Reporting Applications . . . . . . . . . . . . . . . . . . . . . 291
Deleting Application Information Using SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Deleting Account Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Deleting Supporting Detail Associated With a Scenario . . . . . . . . . . . . . . . . . . . . . . 292
Chapter 11. Working with Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Creating and Updating Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Working with Menu Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Adding or Changing Menu Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Chapter 12. Working with Planning Application Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
About Creating Applications with Performance Management Architect and PlanningApplication Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Setting Up Applications Using Planning Application Administration . . . . . . . . . . . . . . . 299
Managing Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Managing Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Managing Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
About Monitoring and Optimizing Performance Using the Application Monitor . . . . . . 312
Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
How the Application Monitor Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Using the Application Monitor Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Setting Limits for Application Monitor Warning and Error Thresholds . . . . . . . . . . 314
Launching the Application Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
Modifying Artifacts for Optimal Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Working with Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
About Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Creating Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Editing or Renaming Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Deleting Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Clearing Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Copying Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Specifying a Default Alias Table, and Setting Member and Alias Display Options . . . 318
Working with Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
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Dimension Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Working with Dimension Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Viewing a Members Ancestors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Determining Where Members Are Used in an Application . . . . . . . . . . . . . . . . . . . . 323
About Custom Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
About Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Base Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
About Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Accounts, Entities, and Plan Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
About User-Defined Custom Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Adding or Editing User-Defined Custom Dimensions . . . . . . . . . . . . . . . . . . . . . . . 331
Working with Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Working with Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Working with Attribute Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Customizing Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Setting Up Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Enabling Multiple Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Specifying Exchange Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Setting Up Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Specifying Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
Sorting Version and Scenario Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Moving Scenario and Version Members in the Dimension Hierarchy . . . . . . . . . . . . 360
Adding an Aggregate Storage Outline to a Planning Application . . . . . . . . . . . . . . . . . . . 361
About Aggregate Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Aggregate Storage Outline Plan Type Characteristics . . . . . . . . . . . . . . . . . . . . . . . . 361
Process for Adding an Aggregate Storage Database to a Planning Application . . . . . . 362
Adding Plan Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Setting up Dynamic Time Series Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Additional Supported Planning Application Features . . . . . . . . . . . . . . . . . . . . . . . 365
Considerations for Alternate Hierarchies in Period Dimensions . . . . . . . . . . . . . . . . 365
Working with Applications that Use Planning Application Administration . . . . . . . . . . . 366
Refreshing Application Databases Using a Utility . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Refreshing Databases with Level 0 Members Set to Dynamic Calc . . . . . . . . . . . . . . . 367
Working With Essbase Partitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Sorting Members Using a Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
Deleting Shared Descendants Using a Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Using Smart Lists, UDAs, and Member Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Working with Smart Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Working with UDAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
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Working with Member Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Chapter 13. Customizing Planning Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Customizing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Customizing the Planning Tools Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Customizing Cascading Style Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
Location of Cascading Style Sheet Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Modifying Cascading Style Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Customization Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
Customizing the Style of Row and Column Members in Forms . . . . . . . . . . . . . . . . . . . 387
Customizing the Style of Header Cells in Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Applying Bolding to All Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Applying Bolding to One Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Customizing Skins to Add Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Registering Customized Skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
About Customizing ADF Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
About Customizing Text, Color, and Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Customizing Text, Color, and Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Customizing Text in Non-Latin Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
Restricted Characters in Customized Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Customizing Colors, States, and Actions for Process Status . . . . . . . . . . . . . . . . . . . . . . 393
Customizing Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Customizing States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Customizing Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Creating Spreading Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Examples of Spreading Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Creating Instructions for Planners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Chapter 14. Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
Calculation Script is Too Long or Complex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Cannot Find Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Cannot Process Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Conflicting Change by Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Copy Version Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Currency Conversion Calculation Script Failed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Form Error Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Database Locked by Another Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
500 Error Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Implied Sharing Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Invalid Value When Entering Date Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
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Manage Database Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Maximum Number of Applications Already Connected or Database is Locked . . . . . . . . 406
Optimizing WebLogic Server Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Optimizing Windows Network Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Registering a Restored Application with Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Session Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
Slow Performance in Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
Slow Performance When Opening Forms Using a Dial-Up Connection . . . . . . . . . . . . . 409
Unable to Create Application Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Unable to Refresh Application Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Unsuccessful Log On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Appendix A. Naming Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Restrictions for Applications and Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Restrictions for Dimensions, Members, Aliases, and Forms . . . . . . . . . . . . . . . . . . . . . . 414
Dimension and Member Names in Calculation Scripts, Report Scripts, Formulas, Filters,and Substitution Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417
Restrictions for User Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418
Appendix B. Form Formula Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Using Formulas and Formula Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Creating Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Editing Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Deleting Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
Formula Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Abs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425
Average . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
AverageA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
CountA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Difference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Eval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
IfThen, If . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Max . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Min . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Mod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434
PercentOfTotal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434
Pi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
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Random . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Rank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Round . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Sqrt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Sum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Truncate/Trunc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Variance/Var . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441
VariancePercent/VarPer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Appendix C. Custom-defined Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
@HspNumToString . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
@HspDateDiff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
@HspDateRoll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
@HspDateToString . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
@HspGetMbrCount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
@HspGetMbrIndex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
@HspNthMbr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
@HspStringCompare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
@HspOffsetIdx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
@HspStringCompareArray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450
@HspConcat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450
Appendix D. Using Smart View to Import and Edit Planning Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Importing Planning Dimensions in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Importing Dimensions in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Using Smart View Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Editing Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
Adding Planning Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Selecting the Add Mode within Planning Application Properties . . . . . . . . . . . . . . . 456
Adding Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Guidelines for Adding Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Moving Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Guidelines for Moving Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Designating Shared Members in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Refreshing and Creating Cubes in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
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1Using Planning
In This Chapter
About Planning ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Planning Features ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Important Information on New Features ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Smart View... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Planning Web Client .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Performance Management Architect .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
EPM Workspace ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Lifecycle Management.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Essbase ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Financial Reporting .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Business Rules ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Web Analysis .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Predictive Planning... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
User Licensing for Third-Party Software ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Planning Usage Scenario.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
About PlanningUse Oracle Hyperion Planning to drive collaborative, event-based planning processes. Decision-makers and managers collaborate with budget holders to optimize the planning process,adapting rapidly and ensuring optimal plans.
Planning FeaturesPlanning:
l Facilitates collaboration, communication, and control across multidivisional globalenterprises
l Provides a framework for perpetual planning, to manage volatility and frequent planningcycles
l Provides ease of use and deployment through the Web or Oracle Smart View for Office
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l Decreases the total cost of ownership through a shorter roll out and implementation phase,and easier maintenance for an application
l Enhances decision-making with reporting, analysis, and planning
l Promotes modeling with complex business rules and allocations
l Integrates with other systems to load data
Important Information on New FeaturesFor important information on using Planning new features, see Oracle Hyperion Planning NewFeatures for the current release.
Note: Planning no longer supports the Classic user interface (that is, up to and includingPlanning Release 11.1.2.1).
Smart ViewSmart View is the Microsoft Office interface to Planning, where users can perform their planningand forecasting activities. Smart View also enables users to work offline in disconnect mode.They can analyze Planning data in Microsoft Outlook, Excel, Word, and PowerPoint. Ad hocgrids in Smart View enable Planning users to personalize focused data slices that they frequentlyaccess and share them with others through Smart View or Planning. See the Working with AdHoc Grids chapter in the Oracle Hyperion Planning User's Guide and the Oracle Smart View forOffice User's Guide.
Planning Web ClientPlanning provides complete functionality for Web users. Use the Web interface to roll outapplications to large, distributed organizations without installing software on client computers.All software resides on the server. Many administrative features that were formerly in thePlanning Desktop are now available through Planning Web. Other administrative features, suchas creating and administering applications and dimensions, are now available through OracleHyperion EPM Architect.
Performance Management ArchitectPerformance Management Architect is a component of Planning installation and configuration.You use it to create and work with Planning applications and dimensions, Smart Lists, UDAs,member formulas, and other features. You can also create business rules.
With Performance Management Architect, you can view, create, and validate PerformanceManagement Architect applications, and deploy them to create Planning applications.
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Deploying applications from Performance Management Architect to Planning is a long-runningoperation. The initial deployment may take more time than subsequent re-deployments.
Performance Management Architect applications can contain business rules created using theOracle Hyperion Calculation Manager module in Performance Management Architect. Forassistance on tasks performed in Performance Management Architect, see the Oracle HyperionEnterprise Performance Management Architect Administrator's Guide. For information oninstalling and configuring Performance Management Architect, see the Oracle EnterprisePerformance Management System Installation and Configuration Guide.
EPM WorkspacePlanning is available within Oracle Hyperion Enterprise Performance Management Workspace.For information on EPM Workspace features, such as EPM Workspace preferences, see theOracle Hyperion Enterprise Performance Management Workspace User's Guide or Oracle HyperionEnterprise Performance Management Workspace Administrator's Guide. To log on to EPMWorkspace, see Logging On to EPM Workspace and Accessing Planning on page 50.
Lifecycle ManagementOracle Hyperion Enterprise Performance Management System Lifecycle Management providesa consistent way for Oracle Enterprise Performance Management System products to migratean application, a repository, or individual artifacts across product environments and operatingsystems. Generally, the Lifecycle Management interface in Oracle Hyperion Shared ServicesConsole is consistent for all EPM System products that support Lifecycle Management. However,EPM System products display different artifact listings and export and import options in theLifecycle Management interface.
Lifecycle Management features:
l Viewing applications and folders
l Searching for artifacts
l Migrating directly from one application to another
l Migrating to and from the file system
l Saving and loading migration definition files
l Viewing selected artifacts
l Auditing migrations
l Viewing the status of migrations
l Importing and exporting individual artifacts for quick changes on the file system
In addition to providing the Lifecycle Management interface in Shared Services Console, thereis a command-line utility called Lifecycle Management Utility that provides an alternate way tomigrate artifacts from source to destination. The Lifecycle Management Utility can be used witha third-party scheduling service such as Windows Task Scheduler or Oracle Enterprise Manager.
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Lastly, there is a Lifecycle Management Application Programming Interface (API) that enablesusers to customize and extend the Lifecycle Management functionality.
For detailed information about Lifecycle Management, see the Oracle Enterprise PerformanceManagement System Lifecycle Management Guide.
EssbasePlanning leverages Oracle Essbase analytic and calculation capabilities, security filters, APIs, pre-built financial intelligence, calculation functions, and multi-database application support.Planning stores the application definition in a relational database, and creates Essbase databasesand security privileges for applications.
Data sources are used to link the relational database and the Essbase server, and are associatedwith each Planning application. For information on creating data sources for Planningapplication administration, see Managing Data Sources on page 306. For information on datasources for Planning applications created in Performance Management Architect, see the OracleHyperion Enterprise Performance Management Architect Administrator's Guide.
Financial Reporting Oracle Hyperion Financial Reporting is a management reporting tool that transforms data intomeaningful business information through highly formatted reports. Planning users can useFinancial Reporting to manage reporting tasks and implement plan review and analysis. Userscan create reports featuring text, grids of data, charts, graphs, and images. They can use real-time, ad hoc variance reporting, and produce a variety of sophisticated financial reports that canbe viewed online or printed with production-quality formatting.
Business RulesBusiness rules perform complicated calculations through predefined formulas, variables,calculation scripts, macros, rulesets, and templates. See Using Business Rules on page 189.
Web AnalysisOracle Hyperion Web Analysis is an analysis, presentation, and reporting solution. It allowsorganizations to deliver information to large user communities at a low cost.
Predictive PlanningWith Predictive Planning, users can work in Planning forms to predict performance based onhistorical data. Predictive Planning uses sophisticated time-series and autoregressive integratedmoving average (ARIMA) statistical techniques to confirm and validate predictions entered into
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Planning based on other prediction methods. To use this feature, administrators must designforms as described in the Oracle Hyperion Planning Predictive Planning User's Guide. Then, if avalid Planning form is loaded in Smart View, users can access Predictive Planning functionalityfrom the Planning menu or ribbon. (For installation instructions, see the Oracle EnterprisePerformance Management System Installation and Configuration Guide.)
User Licensing for Third-Party SoftwareTo use Planning, you must purchase licenses from third-party vendors, for example, for arelational database and Web application server.
Planning Usage ScenarioYou create applications using Performance Management Architect application administration,and deploy them to create Planning applications. Applications contain dimensions anddimension attributes designed to meet Planning needs, such as accounts, entities, scenarios, andother dimension elements. You can create an unlimited number of applications. For informationabout Performance Management Architect, see the Oracle Hyperion Enterprise PerformanceManagement Architect Administrator's Guide.
These topics outline how Planning is used:
l Deployment on page 23
l Setting Up Applications on page 24
l Building Plans on page 29
l Launching Business Rules on page 29
l Starting the Budget Review Process on page 29
l Post-Planning Activities on page 31
DeploymentAn IT professional installs and configures Planning on server computers and client workstations.The IT professional should have experience administering relational databases, installing client/server and Web server software, and configuring user directories.
Table 1 Server Installation
User Task
IT professional Installs Planning system requirements, including operating systems, relational database, Web server, application server,and Web browser
IT professional Installs Essbase
IT professional Sets up the data source name (DSN) for the OLAP and relational databases
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User Task
IT professional Installs Planning and Financial Reporting
IT professional Creates relational databases and connections
IT professional Configures the Web server
IT professional Sets up users in an external user directory
IT professional Optional: Creates a test application with users
IT professional Tests installation and configuration
Table 2 Client Installation Users and Tasks
User Task
IT professional Installs the Planning remote Windows client, Smart View, Microsoft Excel, and Financial Reporting
IT professional Installs a Web browser
IT professional Tests connections to the Web and network
Setting Up Applications
Subtopics
l Creating Metadata
l Defining Users and Access Permissions
l Creating and Refreshing Applications
l Designing Forms
l Designing Worksheets
l Populating Applications with Data
l Creating Business Rules
l Setting Targets
l Creating Tasks Lists
l Reporting
l Initializing Planning Cycles
Setting up applications includes the tasks listed in this section. Administrators can also set upapplications using Performance Management Architect application administration, and deploythem to Planning. See the Oracle Hyperion Enterprise Performance Management ArchitectAdministrator's Guide.
Creating MetadataConsulting partners and the Planning administrator design applications and create anapplication framework with Performance Management Architect application administration.
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There is only one application owner per application. The owner can grant ownership to anotheradministrator. The application framework includes:
l Application name
l Number and names of plan types
l Calendar structure
l Whether the application is a multicurrency application
l Default currency
After the application framework is created, dimensions and members are added to theapplication and assigned to the plan type in Performance Management Architect. There are upto eight required dimensions in an application:
l Currency (for multicurrency applications)
l HSP_Rates (for multicurrency applications)
l Account
l Entity
l Scenario
l Version
l Period
l Year
Table 3 Creating Metadata
User Task
Administrator Designs and creates applications
Administrator Defines metadata (currencies, scenarios, versions, calendar)
Administrator Enters exchange rates
Administrator Defines attributes and attribute values
Administrator Loads custom dimensions
Defining Users and Access PermissionsAn IT professional defines users and groups and configures a user directory before users canaccess Planning applications. For detailed information, see the Oracle Enterprise PerformanceManagement System User Security Administration Guide. Within Planning, you assign users orgroups to secured objects.
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Table 4 Setting Up Users and Access Permissions
User Task
IT professional Sets up Planning users with a supported user directory
Administrator Synchronizes users in the user directory with a Planning application
Administrator Assigns access permissions to users and groups
Administrator Assigns access permissions to dimensions, members, forms, folders, and task lists in Planning (see Chapter 3, SettingUp Access Permissions)
Creating and Refreshing ApplicationsAdministrators create and periodically refresh the Essbase outline and security structure for thePlanning application. The outline and security structure are created based on metadata storedin the Planning applications relational database. Planning creates:
l An Essbase application
l Multiple Essbase databases (one per plan type)
l Essbase access permissions filters
l Essbase outlines (all metadata):
m Members
m Shared members
m User-defined attributes and attribute values
m Exchange rates
Table 5 Generating Databases
User Task
Administrator Creates and refreshes Planning applications based on metadata stored in the applications relational database
Designing Forms
Table 6 Designing Forms
User Task
Administrator and interactive user Creates and maintains forms in Planning
Administrator and interactive user Creates and manages folders in Planning for form management
Administrator Assigns access permissions to forms and folders
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Designing WorksheetsPlanning users can install Smart View to work with forms in Excel to leverage Excel worksheetmodels, build custom formulas, format reports, and work disconnected from Planning.
Populating Applications with DataAdministrators and interactive users use Performance Management Architect applicationadministration to pre-populate Planning applications with data. See the Oracle HyperionEnterprise Performance Management Architect Administrator's Guide.
Table 7 Populating Applications with Data
User Task
Administrator Use Copy Data to copy plans from one dimensional intersection to another, including relational dataand supporting detail
Administrator and interactive user Performs bulk loads
Any user Enters values for global saved assumptions referenced in business rules
Any user Enters data into the Planning application through forms or Smart View
Any user Calculates and creates data using business rules or Copy Version
Creating Business Rules
Table 8 Creating Business Rules
User Task
Administrator Assigns users access permissions to business rules
Administrator and interactive user Creates business rules. See theOracle Enterprise Performance ManagementSystem User Security Administration Guide for information on CalculationManager roles and rights.
Administrator, interactive user, and planners who areassigned launch access permissions by anadministrator
Launches business rules for Planning applications
For information on administering business rules, see the Oracle Hyperion Enterprise PerformanceManagement Architect Administrator's Guide.
See also Using Business Rules on page 189.
Setting TargetsAdministrators set target type versions for Planning applications. User access to target data isdetermined by access permissions. Typically, target data is stored in the upper levels of metadata,such as Business Unit. Administrators configure the Essbase database so target data is notreplaced by lower-level #MISSING values.
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Target data is typically used as guidance for data entry and analysis. Create it, for example,though:
l Manual data entry
l Modeling with business rules
l Pushing targets down to lower-level members using business rules
Table 9 Setting Targets
User Type Task
Administrator Adds a standard target-type version
Administrator Assigns users access permissions (typically, read-only) to the target version
Administrator Configures the Essbase database so target data is not replaced by lower-level #MISSING values
Any user Creates target data
Administrator Publishes targets using Financial Reporting
Any user Displays targets on forms for guidance or input
Creating Tasks Lists
Table 10 Task Lists
User Type Task
Administrator Creates task lists that structure the budgeting process for users
Administrator Assigns access permissions to task lists and tasks
ReportingUse Financial Reporting to create reports for Windows or Web-enabled clients. FinancialReporting uses Essbase databases and adheres to Essbase access permissions filters generated byPlanning.
Table 11 Reporting
User Type Task
Administrator and interactive user Creates and launches reports using Financial Reporting
Any user Prints reports
Any user Views reports throughout the planning cycle
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Initializing Planning Cycles
Table 12 Initializing Planning Cycles
User Type Task
Administrator Selects planning units for iterative review, analysis, and approval
Any user Specifies whether to receive email after becoming planning unit owners
Building PlansAdministrators define task lists to guide users through the planning process. Planning users startthe planning cycle by logging into an application and opening forms. Users read forminstructions and review historical or target data for guidance when preparing plans. Foradditional user tasks, see the Oracle Hyperion Planning User's Guide.
Users can save data in forms, and can refresh currently stored data values in forms before saving.Users can restore data to the last saved version, and save a personal version using Copy Version.When users save:
l Data is saved to the Essbase database.
l Subtotals on forms are calculated and stored if the Calculate Form business rule is selectedto run on save when forms are created. (By default, this business rule is not selected to runon save.)
l Business rules are launched to calculate data.
Launching Business RulesThe business rules available to users depend on access permissions. Administrators can assignlaunch access permissions to business rules from within Planning (see Chapter 3, Setting UpAccess Permissions). For more information on business rule access permissions, also see theOracle Enterprise Performance Management System User Security Administration Guide.
Users with launch permissions can launch business rules from Planning or Smart View.
Starting the Budget Review ProcessYou track budgets and review status, process issues, and planning unit ownership using planningunits. Planning units are combinations of scenario, version, and entity or part of an entity.Scenarios and versions are the basis of the review cycle. The planning unit moves from onereviewer to another until the budget process is complete. The review process follows thepromotional path you set up when you select the owner and reviewers for a planning unit, unlessan event triggers a change in the promotional path.
Before a planning unit is started, anyone with write access can modify data associated with theplanning unit. However, once the planning unit is started, the ability to modify data is dependantupon the user type:
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l Approvals AdministratorThe Approvals Administrator is responsible for defining andsetting up the approvals process. Once the planning unit hierarchy is defined, the ApprovalsAdministrator begins the approvals process by starting the planning unit.
l Approvals OwnerWhen the Approvals Owner receives ownership of a planning unit, theyare allowed to review the planning unit, modify any data associated with the planning unit,and they may enter comments.
l Approvals ReviewerWhen the Approvals Reviewer receives ownership of a planning unit,they are allowed to review the planning unit and they may enter comments. Reviewers arenot allowed to modify data associated with the planning unit.
l Approvals NotifierThe Approvals Notifier is an interested party that receives emailnotifications when a planning unit transitions to another user.
For detailed information about the approvals process, see Chapter 9, Managing the BudgetingProcess.
Table 13 Starting the Budget Review Process
Users Tasks
Administrators Starts the planning unit for the planning cycle
Users with access Enters data
Users with access Calculates data
Users with access Optionally, creates a copy of submissions
Users with access Promotes data for review
Users with access Enters annotations to support the review process.
Note: Until an owner is established for a planning unit, multiple users can update it. Accesspermissions for non-owners are changed to read-only when the planning unit is promoted to thenext reviewer.
Users with access Notifies reviewers that the planning unit is ready for review
Users with access Reviews data in the promoted planning unit
Users with access Reads and modifies promoted data through forms
Users with access Runs business rules
Users with access Reads promoted data using Financial Reporting, Oracle Hyperion Web Analysis, Smart View, or third-party reporting tools
Users with access Modifies data values, enters annotations, signs off on planning units, and promotes, rejects, andapproves planning units
Administrators Checks the planning process status
Administrators Reads supporting annotations
Administrators Views the audit trail
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Users Tasks
Administrators Completes the planning cycle
Administrators Changes user access of scenarios and versions in Essbase to read-only
Administrators and interactive users Publishes reports using Financial Reporting
Post-Planning ActivitiesTable 14 Post-Planning Activities
Users Tasks
Administrators and interactiveusers
Upload planning data by scenario to other applications, a general ledger, or an ERP
Users with access Copies a version of the completed plan to a new version or copies data from one dimensionalintersection to another
Administrator and interactive user Performs bulk loads of the latest actuals data to report on actual performance versus plan
Users with access Accesses forms, Financial Reporting, Smart View, or third-party reporting tools to read updates toactuals and analyze performance to plan
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2Getting Started with Planning
In This Chapter
About Planning Applications ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Starting Essbase ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Considerations for Working with Essbase... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Understanding Implied Sharing in Planning Forms ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Connecting to Multiple Instances of Essbase ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Starting the Relational Database... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Optimizing SQL Relational Databases ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Setting Application and System Properties.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Logging On to EPM Workspace and Accessing Planning ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Using the Simplified Interface ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Working with Planning Utilities.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Using Application Servers .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
About Updating Instances and Clusters .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Closing Planning and Essbase... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
About Planning ApplicationsA Planning application is a related set of dimensions and dimension members used to meet aset of planning needs. Each application has its own accounts, entities, scenarios, and other dataelements.
You can work with applications using Performance Management Architect and Planningapplication administration. See the Oracle Hyperion Enterprise Performance ManagementArchitect Administrator's Guide for these Performance Management Architect applicationadministration tasks:
l Creating an application in Performance Management Architect and deploying it to create aPlanning application.
l Creating entities to reflect your organizations budget structure.
l Creating accounts and dimensions for gathering planning data.
l Creating scenarios and versions.
l Modifying the calendar with any custom summary time periods needed by yourorganization.
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l For multicurrency applications, specifying the base currency, currency code and symbol,triangulation currency, reporting currency, and exchange rate type.
l Creating business rules in Calculation Manager.
See this guide for Planning application administration tasks, including:
l Creating, deleting, and registering Planning applications.
l Creating forms, task lists, and menus.
l Assigning access permissions for dimension members, task lists, forms, and form folders.See Chapter 3, Setting Up Access Permissions and theOracle Enterprise PerformanceManagement System User Security Administration Guide and its information on Planning.
l Managing currency conversion and exchange rate tables.
l Identifying the review and approval process, requirements, and participants, and managingthe budgeting process.
For information on installing and configuring Planning and Perfor