Oracle® Hyperion Planning, Fusion Edition

Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration. Click Manage Data Source. Update instances in Oracle's Hyperion Enterprise Performance Management System Configurator.

In Planning, you can also select Administration, then Manage Data Source, then select appropriate options, such as Create Data Source, Edit Data Source, and Delete Data Source.

In the Application Library (Navigate, then Administer, then Application Library), select Tools, then Manage Planning Data Source to start the data source wizard. Update instances in Oracle's Hyperion Enterprise Performance Management System Configurator.

Select Administration, then Manage Properties to review and modify application and system properties stored in the system database.

From Oracle Enterprise Performance Management Workspace, Fusion Edition, open the Planning application by selecting Navigate, then Applications, then Planning, and then the application name. Select Administration, then Manage Properties to review and modify application and system properties.

Creating applications

Select Administration, then Create Application. Define the application by completing the tasks in the application wizard.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Application to launch the application wizard. Complete the tasks in the application wizard to create the application. This does not create the application within Planning until the application is validated and deployed. You can also use the application wizard to create blank applications, and drag dimensions from the Shared Library to the application.

You can modify application properties in the Properties Grid, such the starting year, calendar, plan types and names, and multiple currencies.

Opening applications

Select Navigate, then Applications, then Planning, and then select the application name.

You can also log on to Planning and select an application.

Select Navigate, then Applications, then Planning, and then select the application name. After you deploy an application, you can open it in Planning.

Registering applications

Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration. Click Register Application.

In Planning, you can also select Administration, then Register Application.

Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration. Click Register Application.

You can register applications again if necessary by right-clicking an application in the Application Library (Navigate, then Administer, then Application Library) and selecting Reregister.

Deleting applications

Select Navigate, then Administer, then Classic Application Administration, then Planning Administration. Click Delete Application.

In Planning, you can also select Administration, then Delete Application.

In the Application Library (Navigate, then Administer, then Application Library), right-click a deployed application and select Delete. You can delete applications with a status of Deployed or Not Deployed.

Select Administration, then Manage Database, then select appropriate options, such as Database, Security Filters, Shared Members, and Validate Limit.

After selecting options, click Create or Refresh.

Cube Create and Cube Refresh are combined in the Deploy operation.

In the Application Library (Navigate, then Administer, then Application Library), right-click an application and select Deploy. Select appropriate options, such as Create Outline, Refresh Outline, Security Filter Validation, and Shared Members.

Select Tools, then Job Console. View the status of these operations: Clear Cell Details, Copy Data, and calculations for business rules, rulesets, and sequences.

You can filter jobs by user, job type, run status, start time, end time, or job name, and enable notification by e-mail when a launched job completes or generates an error.

You can also set properties for the threshold time at which the job moves to background execution.

Select Navigate, then Administer, then Library Job Console. View the status of operations for dimensions, applications, transactions, comparisons, export, and logs.

Select Tools, then Broadcast Message.

Use task automation to create an e-mail message. In the Application Library (Navigate, then Administer, then Application Library), select an application and then select Administration, then Manage Taskflows. In the taskflow editor, click Add Stage. Then set parameters such as E-mail.

Performing initial and incremental metadata loads

Load metadata with:

Create an import profile by creating:

You can then execute the import profile to load metadata to the Shared Library or to an application from flat files or interface tables.

Scheduling metadata updates

Schedule updates with the built-in scheduling options in:

You can also write scripts that run the Planning Outline Load utility.

Use taskflows to schedule imports and updates for the Shared Library and application. (You must have already deployed the application and defined an Import Profile.)

Use the Batch Client for interactive scripting updates for the Shared Library and application. See the Oracle Hyperion Enterprise Performance Management Architect Batch Client User's Guide.

Loading data

Load data with:

Load data using the interface tables included with the Data Synchronization module.

Open the Data Synchronization module (select Navigate, then Administer, then Data Synchronization). Select File, then New, then Synchronization. Use the wizard to define the source and target information. For the source, select the Data Interface Area option (for data loaded using a relational database) or External Source (for data loaded using flat files). For the target information, select the appropriate Planning application.

You can predefine external files and data interface information. In the Data Synchronization module (Navigate, then Administer, then Data Synchronization), select File, then New, then Data Interface Table Definition, or File, then New, then External File Definition before building the synchronization. You can manually execute the synchronization or schedule it using Task Automation or the Batch Client.

Scheduling data loads

Schedule updates with the built-in scheduling options in:

You can also write scripts that run the Planning Outline Load utility.

Data loads can be scheduled using taskflows or a third-party scheduler that can integrate with a script created for the Batch Client. In the Dimension Library (Navigate, then Administer, then Dimension Library), select Administration, then Manage Taskflows to add a stage for data synchronization.

Use the Batch Client to integrate with a third-party scheduler.

Creating dimensions

Select Administration, then Dimensions. Click Add Dimension.

In the Dimension Library (Navigate, then Administer, then Dimension Library), perform one task:

Select Administration, then Dimensions. Select a current member and select Add Child or Add Sibling to add a member. You can also load members with the Planning Outline Load utility, Oracle Data Integrator Adapter for Planning, Oracle's Hyperion® Data Integration Management Adapter for Planning, or Oracle Hyperion Financial Data Quality Management Adapter for Planning, Fusion Edition.

In the Dimension Library (Navigate, then Administer, then Dimension Library), right-click a member. Select Create Member, then As Child or As Sibling.

Import dimension members into the Dimension Library by creating and importing a flat file or importing information from interface tables.

You can also use the Batch Client in interactive mode or script mode to create new members.

Select Administration, then Dimensions. Select the root member of a sparse dimension, such as Entity. Click Custom Attributes, and click Create. Enter an attribute name, and select the data type.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, and select the attribute dimension type. Associate the new dimension with the base dimension by right-clicking the base dimension, (such as Entity, and selecting Create Associations. Select the appropriate type of dimension, such as Currency, and the dimension with which to associate, such as Base Currency. Click Save.

These associations must be activated to make them valid for an application. (Right-click the application name, then select Activate all associations.) You can also create attribute dimensions using the Batch Client.

Select Administration, then Dimensions. Select the root member of a sparse dimension, such as Entity. Click Custom Attributes, and select the attribute. Above the Attribute Values column, click Create. Enter a name and click Save.

In the Dimension Library (Navigate, then Administer, then Dimension Library), right-click a member, then select Create Member, then As Child or As Sibling.

Import dimension members into the Dimension Library by creating and importing a flat file or importing information from interface tables.

You can also create attribute dimension members using the Batch Client.

Select Administration, then Manage Smart Lists. Click Create, then define the Smart List properties.

On Entries, click Add and define the drop-down list items. Preview the Smart List and click Save.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, and select the Smart List type.

After the Smart List is created, you can add members. (Right-click a member and select Create Member, then As Child or As Sibling.)

You can also import Smart List dimensions using flat files or interface tables, or create them using the Batch Client.

Select Administration, then Alias Tables. Click Add to add an alias table.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, then select the Alias type.

After the Alias dimension is created, you can add members. (Right-click a member and select Create Member, then As Child or As Sibling.)

Associate the new dimension with the base dimension, such as Entity or Account, by right-clicking the application name, then selecting Activate all associations.

You can also import alias tables using flat files or interface tables, or create them using the Batch Client.

Select Administration, then Dimensions, then select a dimension and a dimension member and click Edit. On the UDA tab, select UDA members or create them by clicking Add and entering a name. Select UDAs for the member by moving them to the Selected UDA list.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, then select the UDA type.

After the UDA dimension is created, you can add members. (Right-click a member, then select Create Member, then As Child or As Sibling.)

Associate the new dimension with the base dimension, such as Entity or Account, by right-clicking the application name, then selecting Activate all associations.

You can also import UDA members using flat files or interface tables, or create them using the Batch Client.

Select Administration, then Manage Exchange Rates. Click Create, specify a name and description, and click Save. Enter values in the exchange rate table for the proper currency conversions.

In the Dimension Library (Navigate, then Administer, then Dimension Library), assign the Exchange Rate Table property to Planning Scenario members in the Property Grid. In Planning, select Administration, then Manage Exchange Rates. Click Create, specify a name and description, and click Save. Enter values in the exchange rate table.

Select Administration, then Dimensions. Select a member and click Edit. Modify member properties and click Save.

Perform one task:

Select Administration, then Dimensions. To sort dimensions, select a sort option, then click the Sort Ascending or Sort Descending button. You can also expand or collapse the dimension hierarchy.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Folder. Enter the folder name and click OK.

To add dimensions to the folder, in the Shared Library, right-click the folder and select Add Dimensions.

Moving a member within the hierarchy

Select Administration, then Dimensions. To move members or branches up or down one position, select the member or branch and click the Move Up or Move Down button. To move members including parents and children, click Cut, select the destination member, and click Paste. You can also use the Sort Member utility.

Perform one task:

Select Administration, then Dimensions. To move members or branches up or down one position, select the member or branch and click the Move Up or Move Down button. To move members including parents and children, click Cut, select the destination member, and click Paste. You can also use the Sort Member utility.

You can reorder children in the Dimension Library (Navigate, then Administer, then Dimension Library).

Drag a member up or down to change the order. You can also right-click the dimension and select Reorder Children. Reorder members, then click OK.

Select Administration, then Dimensions. Select a search option, enter search text, and click the Search Up or Search Down button.

In the Dimension Library (Navigate, then Administer, then Dimension Library), right-click a dimension and click Find Members. Select to search by the member name, alias, or property, then click OK.

Application Creator role

The global Oracle's Hyperion® Shared Services role of Application Creator or <product> Application Creator (for example, Planning Application Creator) allows users to create and deploy applications. See the Oracle Hyperion Enterprise Performance Management System Security Administration Guide.

The global Shared Services role of Application Creator or <product> Application Creator (for example, Planning Application Creator) allows users to create and deploy applications. Required, in addition to the Dimension Editor role, to navigate to the Planning Classic application administration options. See the Oracle Hyperion Enterprise Performance Management System Security Administration Guide.

Dimension Editor role

The global Shared Services role of Dimension Editor creates and manages dimensions.

The global Shared Services role of Dimension Editor creates and manages dimensions within Performance Management Architect. Also required to access Planning Classic application administration options.

Dimension security

Dimension modifications can be made by users provisioned as Administrators through Shared Services for the application. Dimension access permissions are defined in Shared Services or in the Planning Dimension page.

Dimension security is assigned by the Dimension Editor or the Dimension Owner.

Calculation Manager Administrator

Rules are maintained in Oracle's Hyperion® Business Rules.

Planning Calculation Manager Administrator enables you to create business rules using Hyperion Calculation Manager.

To import data from Oracle E-Business Suite into Oracle Hyperion Financial Data Quality Management, Fusion Edition:

Use Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications to import data from Oracle E-Business Suite. To use ERP Integrator:

You can create a business rule graphically in a flow chart within the Rule Designer.

There are five components for Planning and Essbase, and six components for Financial Management that you use to design business rules:

You can use members, variables, and functions in the components.

You can create a business rule in the Business Rules Graphical Designer and in the Business Rules node of the Administration Console of Oracle Essbase Administration Services.

There are four actions and eight formulas you can use to design graphical business rules:

There are eight Planning and Essbase system templates in Calculation Manager:

There are four Financial Management system templates in Calculation Manager:

Business Rules also provides formulas that function like Calculation Manager system templates:

Creating custom-defined templates (in Calculation Manager) and macros (in Business Rules) to design business rules

You can use a wizard to design reusable custom-defined templates to perform calculations unique to your business. You can copy a system template and save it with a new name to use as a starting point for a custom-defined template.

Creating design time prompts

You can use a wizard to create design time prompts for custom-defined templates in Calculation Manager.

You can use variables in macros to prompt for information.

Not applicable

If you are working with a Performance Management Architect application, you can validate a Planning business rule against Performance Management Architect and/or Planning. You can validate a Financial Management business rule against Performance Management Architect only. You may want to validate against Performance Management Architect, for example, when the application you are validating against is not deployed, or when the application in Oracle Hyperion EPM Architect, Fusion Edition is not synchronized with the applications that are deployed to Financial Management and Planning.

If you are working with a classic Financial Management or a classic Planning application: you can validate business rules against only Financial Management or Planning, respectively.

You can validate a business rule against Essbase or Classic Planning.

You can deploy one business ruleset per calculation type to Financial Management; you can deploy one or more business rules to Planning and Essbase; you can deploy one or more business rulesets to Planning. You must deploy business rules and business rulesets to launch them from within Financial Management or Planning. The applications and calculation types, plan types, or databases you deploy them to determine their launch locations.

After you deploy them from Calculation Manager, you launch Financial Management business rulesets and Planning business rules from within Financial Management and Planning. After you deploy Essbase business rules you can launch them from within Administration Services. Launch locations are determined by the locations to which you deploy business rules and business rulesets. You can define multiple launch locations for a business rule by creating shortcuts for it in Calculation Manager.

You can launch business rules from one or all locations by selecting the locations from which they can be launched. You can launch business rules from the Rules node of the Oracle Essbase Administration Services Administration Console, the Business Rules Graphical Designer, the Business Rules Web Launcher, a command line prompt, or from Planning Web.

The System View displays a hierarchical list of the Financial Management, Planning, and/or Essbase applications, their calculation types, plan types, and/or databases, and the objects to which you have access. This view enables you to see which application and calculation type, plan type, or database a business rule is designed against. (This is the default view in Calculation Manager.)

Not applicable^[a]

There are four variable types for Planning, two variable types for Financial Management, and three variable types for Essbase in Calculation Manager:

You assign permission to launch business rules and business rulesets in Financial Management or Oracle Hyperion Planning, Fusion Edition; you assign permission to launch business rules in Oracle Essbase. Assigning permissions occurs after the business rules and business rulesets are deployed from Hyperion Calculation Manager.