[pafi/t] enterprise. Hyperion Planning 11. Getting Started with Oracle J PUBLISHING

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1 Getting Started with Oracle Hyperion Planning 11 Design, configure, and implement a robust planning, budgeting, and forecasting solution for your organization using Oracle Hyperion Planning Enti Sandeep Reddy [pafi/t] enterprise I I / il FV I.:, piom-.^m^i.rm:;&n! :nsnn-o J PUBLISHING - BIRMINGHAM MUMBAI

2 Preface 1 Chapter 1: Getting Started with Oracle Hyperion Planning 5 Planning, budgeting, and forecasting 5 Planning 6 Budgeting 7 Forecasting 8 Budgeting software and Oracle Hyperion Planning 8 Oracle Hyperion Planning Architecture 10 Oracle Hyperion Planning Product Architecture 11 Database Layer 12 Application Layer 15 Client Layer 17 Oracle Hyperion Planning Process Flow 20 Oracle Hyperion Planning Solution Architecture 22 ODI and FDQM 23 OBI (Oracle Business Intelligence) and Hyperion Reporting Products 24 Oracle EPM Chapter 2: Installation and Configuration 27 Oracle EPM Architecture and deployment 28 Prerequisites 33 System requirement check 34 Preparing installation files 35 Software download 35 Oracle Hyperion Planning download files 37 Preparing installation media 39 Installation of Oracle Hyperion Planning 40 Welcome 41 Destination 42

3 Table of Contents Installation type Product selection 46 Confirmation 46 Progress 47 * Installation on multi-machine deployment 48 Configuration Database 48 preparation 49 Oracle schemas creation Configuring Oracle EPM in single machine Configuring Oracle EPM products Sequence of configuration Configuring Hyperion Foundation Configuring Essbase Configuring Hyperion Planning 3 Configuring Reporting and Analysis 66 Configuring Oracle EPM Workspace ^9 Configuring Oracle EPM Products in distributed environment 70 Oracle EPM Services 72 Starting Oracle EPM Services 72 Recommended order of starting services 72 Validation and verification of Oracle EPM Products 73 Validation of Oracle EPM Products 74 Verification of Oracle EPM Products Chapter 3: Introduction to Hyperion Planning Dimensions 77 Hyperion Planning Dimensions 78 Account Dimension 80 Scenario Dimension 82 Version Dimension 84 Entity Dimension 86 HSP_RATES Dimension 87 Currency Dimension 88 Dense and Sparse Chapter 4: Creating an Oracle Hyperion Planning - Application the Classic Way Planning Application creation process 93 Prerequisites 95 Creation of Oracle schema 95 Hyperion planning-related services 97 42

4 Security 97 Application group creation 99 Data source creation 100 Creating a Planning application 107 General information 108 Calendar 109 Currencies 112 Plan types 114 Finish 117 Sample Planning Application initialization 119 Registration of Planning Application 121 Database creation Chapter 5: Creating a Hyperion Planning Application (EPMA) 133 Why EPMA 134 EPMA modules 135 Dimension Library 136 Application Library 138 Calculation manager 139 Data synchronization 139 Application upgrade 140 Library job console 141 Planning Application creation process 142 Prerequisites 143 Application creation 144 Import profile 144 Steps to create and import a profile file 145 Application creation 150 Deployment 156 Data source details 159 Database details 160 Essbase Server details Chapter 6: Settings 165 Dimension settings 167 Dimensions 168 List of dimensions 168 Adding a dimension 169 Sorting the dimensions 170 Searching for a member in the dimension 171 Account Dimension 171 [HI]

5 Hierarchies Statistics Income statement Balance sheet Cashflow 175 Dimension page options Account types Expense and revenue Assets, liabilities, and equity Saved assumption ^82 Basics 182 Aggregation 183 Storage 185 Account Dimension member properties 191 Entity Dimension 198 Version Dimension 201 Scenario Dimension 203 Year and period Dimension 206 Year Dimension 206 Period Dimension 206 Currency Dimension 210 Performance Settings 212 Dense and Sparse 212 Dimension Order 214 Evaluation Order Chapter 7: Loading Metadata 217 What is metadata? 218 Create Planning Application 219 Requirement of Planning 219 Planning Application creation 221 Metadata load 225 Outline load utility 226 Location of the utility 226 Syntax and parameters 226 Flat file 227 Dimension load 229 Account Dimension 229 Account Dimension structure 231 Account flat file creation 232 Currency Dimension 236 Currency Dimension flat file structure 236 Flat file and metadata load 237 Entity Dimension 237 [iv] ^ ^5 "^7 ^78 ^

6 Entity Dimension structure 238 Scenario and Version Dimension 239 Scenario Dimension 239 Version Dimension 240 Custom dimension Chapter 8: Mastering Data Forms 243 Importance of Data Forms 244 Data Forms 246 Basic structure 246 Data form structure 248 Data form properties 249 Properties 250 Layout 251 Other options 252 Business Rules 255 Data Form creation 257 Considerations 257 Relationships 259 Sample data form creation 261 Composite data form Chapter 9: Data Entry 277 Data entry Dimensions and data entry Scenario Dimension 279 Version Dimension 282 Entity and Currency Dimension 285 Data spread 298 Time balance 298 Case Case Miscellaneous options 304 Grid spread 305 Mass allocate 307 Annotations and cell level documents 309 Supporting details 313 Chapter 10: Data Validation Rules 319 Why validation rules 320 Implementing validation rules 321 Creation of Data Form 322 Validation rule creation 325 Validation rules and conditions [v]

7 If, Else, Else if 332 Then 341 Range and check range condition 341 Policies and validation rules 342 Policy Policy Data Form creation 344 Validation rule Chapter 11: Security 349 Security 350 Application creation 351 Requirements 351 Application creation 353 User authentication 357 User creation 358 User creation 359 User provisioning 360 Users and tasks 363 Planning roles 365 Data security 367 Access rights assignment 368 Types of access 368 Relation / inheritance 370 Object security 371 Data Form creation 372 Data Form security access 372 Data Form access 374 User access to members 375 Import security 378 SecFile 379 SecFile.txt creation 379 Debugging the security errors 382 import access rights 383 ImportSecurity syntax 383 User import access Chapter 12: Budget Process Management 389 Budget Workflow Process 390 Planning Unit hierarchy 393 Planning Unit 393 Secondary dimensions 394 Process Management Template 397 [vi]

8 Bottom-up budgeting 397 Distributed budgeting 398 Free-form budgeting 399 The Workflow process 400 Requirements 400 Creation of a Planning Unit Hierarchy 402 Prerequisites 403 Process Management Dimension 404 Primary and Subhierarchy Selection 406 Assign Owners 412 Synchronize 416 Scenario and Version Assignment 417 File Based Import/Export 418 File Based Import/Export Chapter 13: Mastering Budget Process Management 425 Process management templates 426 Free-form budgeting 427 Actions and states 427 Free-form Demonstration 431 Bottom-up Budgeting Actions and states 452 Bottom-up demonstration 452 Distributed budgeting 467 States and actions 468 Distributed budgeting demonstration 472 Chapter 14: Task Lists 477 Modes Basic Mode 479 Advanced Mode 481 Task Lists 481 Introduction to Task Lists 483 Requirement for Task Lists 485 Creating a Task List 489 Accessing Task Lists in Basic Mode 503 Accessing Task Lists in Advanced Mode 512 Task List Report Chapter 15: Business Rules 519 Introduction to Business Rules 521 Calculations in a Planning Application 521 Using outline 521 [vii]

9 Using member formulas 524 Using Business Rules 526 Business Rules 526 Business Rule roles 526 Business rules components 530 Enterprise View 531 BR Language 531 BR outline 539 Creating a Business Rule 539 Steps to create Business Rule 541 Executing a Business Rule 556 Data Form and Business Rule 557 Business Rule execution Chapter 16: Advanced Business Rules 561 Variables 562 Run time prompts 563 Requirements 564 Creating global variables 565 The Variable tab 565 Usages 568 Properties 569 Access privileges 569 Business Rules and local variables 570 Business Rule and Data Form 585 Runtime prompts This is it! 589 Index 591