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Hyperion Planning 9.

3: Create and Manage Applications
Volume II • Student Guide

D50751GC10 Edition 1.0 June 2007 D50935

®

Copyright © 2007, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Table of Contents

0

Preface
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix Course Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx Course Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx Student Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx Student Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi

Module 1: Getting Started Lesson 1: Planning Overview
Hyperion Business Performance Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 Hyperion System 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 Hyperion System 9 Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 Hyperion System 9 Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6 Product Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7 Additional Product Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9 Hyperion System 9 Planning Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-11 Client Tier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-11 Application Tier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12 Database Tier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12 Hyperion System 9 Planning User Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13 Hyperion System 9 BPM Architect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15 Hyperion System 9 Planning Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16 Planning and Analytic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17 Planning Repository and Analytic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18 Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19 Dimension Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20 Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21 Dimensions and Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-22 Multidimensional View of Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23 Drill-Down Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-24 Analytic Services Terminology—Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-25 Analytic Services Terminology—Families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-26 Analytic Services Terminology—Generations and Levels . . . . . . . . . . . . . . . . . . 1-27

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Lesson 2: Navigating Workspace
System 9 Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Workspace Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Launching Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Workspace User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6 Workspace Navigate Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8 Opening Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10 Navigating in Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-11 Reviewing Available Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-11 Basic and Advanced Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17 View Pane and Content Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19 Opening Data Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20

Module 2: Creating Application Structures Lesson 3: Creating Dimensions Overview
Plan Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Planning Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Required Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Period and Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Scenario and Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 HSP_Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Alias and Smart Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 User-Defined Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Dense Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Sparse Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9 Data Block Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10 Determining the Number of Data Blocks in a Database . . . . . . . . . . . . . . . . . . . .3-11 Creating Data Blocks and Retrieving Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 Determining Data Structure and Performance of Data Blocks. . . . . . . . . . . . . . . 3-14 Selecting Aggregation, Storage, and Calculation Options . . . . . . . . . . . . . . . . . . . . . 3-15 Selecting Aggregation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16 Selecting Data Storage Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17 Calculating Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21 Using Two-Pass Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22 Determining Performance Efficiency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23 iv Planning: Create and Manage Applications

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Lesson 4: Managing Dimensions with BPM Architect
About Dimension Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Master View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Application View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3 BPM Architect Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4 Adding Dimensions to Master View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5 Creating Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7 Guidelines for Member Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8 Modifying Member Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9 Property Value Inheritance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-11 Managing Property Value Inheritance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12 Creating Alternate Rollups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13 Managing Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14 Moving Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14 Deleting Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15 Inserting Members Using Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16 Finding Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18 Creating Aliases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19 Adding Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21 Number Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21 Scaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22 Triangulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22 Reporting Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22 Creating Associations Between Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23

Lesson 5: Setting Up the Period, Scenario, and Version Dimensions
Time Periods Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Period and Year Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Choosing How Data Is Stored . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5 Scenario Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Creating Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Enable Process Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Time Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Exchange Rate Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Use Beginning Balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Deleting Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10

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Version Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12 Creating Versions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14

Lesson 6: Setting Up the Entity Dimension
Entities Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entity Members and Plan Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Identifying the Currency Value for Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding and Modifying Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Saving Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 6-3 6-5 6-6 6-8 6-9

Lesson 7: Setting Up the Account Dimension
Accounts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2 Account Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4 Time Balance Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5 Saved Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7 Data Types and Exchange Rates Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8 Creating Account Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10 Adding and Modifying Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-11 Consolidation Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12 Consolidation Order Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13

Lesson 8: Creating User-Defined Elements
User-Defined Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2 Attributes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4 Viewing, Aggregating, and Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5 Creating Attribute Crosstab Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5 Creating Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6 Examples of Attribute Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8 Assigning Attribute Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9 Member Formulas Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-11 Adding Member Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12 Adding User-Defined Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14 Smart Lists Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16 Creating Smart Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18 Modifying Smart Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20

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Associating Smart Lists with Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-22 Setting Data Forms to Use Smart Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-23

Module 3: Loading Metadata Lesson 9: Loading Metadata from a File
Metadata Load Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2 Formatting Load Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3 Load File Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4 Formatting Dimensions Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5 Formatting Members Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6 Formatting Hierarchies Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9 Formatting DimensionAssociation Sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10 Loading Metadata Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12 Creating Import Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13 Mapping Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-15 Mapping Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-17 Running Import Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-18 Viewing Job Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-19 Viewing Import Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-20 Loading Metadata from Interface Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-21 Interface Tables Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-21 Setting Up Interface Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-22

Lesson 10: Working with Application Views
Creating Application Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2 Dimension Library Panes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4 Adding Dimensions to Application Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5 Excluding Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7 Member Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8 Configuring Application Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9 Configuring Plan Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-11 Specifying Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13 Setting Up Time Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14 Removing Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-16 Setting Up Dimension Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-17

Planning: Create and Manage Applications

vii

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3 Creating Exchange Rate Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-6 Choosing Performance Settings for Optimal Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6 Setting Up Data Load Rules . . . . . . . . 12-12 Currency Conversion Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-2 Deployment Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2 Exchange Rates Tables Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8 Dimension Order . . . . . . . . . . . . . . . . . .Table of Contents Lesson 11: Deploying Applications Deploying Applications Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8 Determining the Calculation Method . . . . . . . . . . . 13-7 Staging Data Using Interface Tables . . . .11-4 Comparing Application Views . . . . . . . . . . . . . . . . 12-9 Exchange Rates and the HSP_Rates Dimension . . . . . . . . . . 12-4 Entering Exchange Rates . .11-18 Lesson 12: Setting Up Exchange Rates Currencies and Exchange Rates . . . . . . . . . . . . . . . . . . . . . . . . .11-10 Deploying Application Views . . . . . . . . . . . . 12-12 Module 4: Loading Data and Calculating the Database Lesson 13: Loading and Calculating Data Overview Loading Data . . . . . . . .11-16 Analytic Services Directory Structure. . . . . . . .11-17 Redeploying Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-11 Copy Rates Calculation Scripts . . . . . . . . . . . . . . . . . . .11-14 Reviewing Planning Outlines . . . . . . . . . . . . . . . . . . . . . . . . . 13-9 Data Calculation Overview. . . . . . . . . . .11-3 Validating Application Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4 Multicurrency Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2 Requirements for Data Load Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-12 Calculate Currencies Business Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10 Calculations Within Dimensions. . . . . . . . . . . . . . . . . . . . . . . .11-12 Creating Analytic Services Databases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6 Types of Exchange Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10 Generating Currency Conversion Calculation Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-11 viii Planning: Create and Manage Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6 Calculating Implied Rates Through Triangulation . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-12 Fixing an Invalid Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15-11 Provisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-14 Lesson 14: Loading Data Loading Data Using Analytic Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-10 Validating and Saving Rules Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16 Planning: Create and Manage Applications ix . . . . . . . . . . . . . 14-14 Interface Tables . . . . . . . . . . . . . . . . . . . . . . . 14-2 Creating Data Load Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3 User Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-13 Loading Data Using Rules Files. . . . . . . . . . . . 15-10 Unassigned Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2 Levels of Security. . . 15-8 User Directories . . . . . . . . . . . . . . . 15-4 Task Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Table of Contents Calculations and Data Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-6 Associating Column Fields with Dimensions and Members . . . 14-8 Replacing Text Strings . . . . . . . . . . . . . . . . . . . . 15-12 Provisioning Offline Planning Users. . . . . . . . . . . . . . . . . . . . . . . . . 15-7 User and Group Provisioning Overview. . . . . . . 14-4 Defining Header Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-9 Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3 Opening Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-16 Creating Interface Tables . . . . . . . . . . . . . . . . . . . . . . . . 14-17 Loading Data Using Interface Tables . . . . . . . . . . . . . . . . . . . . . 15-14 Generating Provisioning Reports . . . . . . . . . . . . . . . . 15-6 Data Security . . . . . . 15-5 Object Security. . . . . . . . . . . . . . . . . . . . . . . . 13-12 Calculation Scripts . . . . . . . . . . 14-18 Module 5: Setting Up Security Lesson 15: Provisioning Users and Groups Planning Security Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-5 Data Form Requirements. . . . . . . . . . . . . . . . 17-22 Previewing Data Forms . . . . . . . . . . . . . . . . . . 17-14 Creating Substitution and User Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-16 Creating Asymmetric Columns and Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-10 Selecting Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-3 Creating Folder Structures for Data Forms . . . . . . 16-10 Creating the Secfile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-19 Identifying Missing Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-3 Inheritance Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-17 Setting Page and Point of View . . . . . . . . . . . . . . 16-5 Precedence and Inheritance of Access Rights . . . . . . . . 16-9 Importing Security Overview . . . . . . . . . .16-11 Importing Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-29 x Planning: Create and Manage Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Table of Contents Lesson 16: Setting Up Access Rights to Planning Applications Assigning Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-7 Reporting on Access Assignments . . . . 17-6 Considerations for Setting up Data Forms. . . . . . . . . . 16-16 Module 6: Designing Data Forms Lesson 17: Creating Data Forms and Folders Data Forms and Folders Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-28 Assigning Access Rights to Data Forms . . . . . . . . . . . . . . . . . . .txt File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-21 Selecting Business Rules . . . . . . . . . . . . . . . . . 17-27 Printing Data Form Definition Reports . . 17-26 Selecting Business Rules on Composite Data Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-7 Setting Data Form Properties . . . . . . . . 17-25 Creating Composite Data Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-14 Creating Security Filters. . . . . . . . . . . . . . . . . . 17-2 Data Form Elements . . . . 17-9 Setting Row and Column Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-18 Setting Options on the Other Options Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2 Access Options . . . . . . . . . . . . . . . . . . . . . . . 17-24 Composite Data Forms . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . 18-18 Setting Member Selection and Workflow Options . . . . . . . . . . . . . . . . . . . . . 18-10 Advanced Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-14 Creating User Variables . . .Table of Contents Lesson 18: Customizing Data Forms Exporting and Importing Data Forms . . . . . . . . . 18-21 Setting Individual User Variable Options . . . . . . . . . . . . . . . . . 18-15 Applying User Variables. 19-7 Navigating Data Forms . . . 18-18 Setting Individual Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-17 Setting Up E-mail for Workflow Notifications . . . . . . . . . . . . . . 19-20 Adjusting and Annotating Plan Data . . . . . . . . . . . . 19-9 Copying and Pasting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18-11 System Settings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-16 Setting Up User Preferences . . . . 19-13 Saving and Refreshing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-12 Custom Tools Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-22 Module 7: Entering Data in Hyperion System 9 Planning Lesson 19: Entering Data Submitting Data in Data Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-13 Managing User Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-15 Time Balance Options . . . . . 19-21 Planning: Create and Manage Applications xi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-18 Applying Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-2 Elements on the Enter Data Page . . . . . . . . . . . . . . . . . . . . . . . . . 19-3 Data-Entry Menu Options . . . . . 18-4 Creating Menus . . . . . . . . .19-11 Working With Non-Aggregated Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-6 Associating Menus. . . . . . . . . . . . . . . . . . 19-5 Viewing Form Instructions . . . . . . . . 19-17 Spreading Data Using Grid Spreader. . . . . . . . . . . . . . . . . . . . 18-2 Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-6 Recognizing Cell Color Cues . . . . . . . . . . 18-19 Setting Individual Printing Options . . . . . . 19-19 Spreading Data Using Mass Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-12 Current Application Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-14 Spreading Data . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . Adding Annotations . . . . . . . . . . . . . . . Prerequisites for Accessing Business Rules . . . . . . . . . . . . . 20-5 Planning and Smart View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Calculate Data Form Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-10 Entering Data in Smart View Using Data Forms . . . . . . . . . . . . . . 20-9 Navigating Data Forms in Smart View . . . . . . . . 21-2 21-4 21-5 21-6 21-6 xii Planning: Create and Manage Applications . . . . . . . . 20-4 Establishing Data Source Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business Rules Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigating Business Rules . . . . . . . . . . . . . . . . . 20-2 Integrating Smart View with Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-22 19-23 19-24 19-25 19-26 19-27 19-29 19-31 19-32 19-33 19-34 19-35 Lesson 20: Entering Data Using Smart View Smart View Overview. . . . . . . . . . . . . . . . Exporting Data to Spreadsheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-21 Module 8: Adding Business Rules Lesson 21: Creating Business Rules Business Rules Overview . . . . . . . . . . . . . . . . . . Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-17 Working with Planning Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-3 Smart View Architecture .Table of Contents Performing Ad Hoc Analysis . Calculating Data in Data Forms . . . . . . . . . . . . . . . . . . . . 20-8 Opening Data Forms in Smart View . . . . . 20-16 Taking Data Forms Offline . . . . . . Adding Supporting Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering Data with Smart Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Planning Unit Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Cell Text and Account Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-19 Synchronizing Data to the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-15 Offline Planning Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-13 Calculating Data in Smart View . . . . . . . . . Navigating Data Forms with Menus . . . . . . . . . . . . . . . . . . . . . . . . . Components of Enterprise View Tab . . Calculate Currencies Calculation Script. . . . . . . . . . .20-11 Adding Formulas to Data Forms . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . 23-3 Components for Pro-Rata Ratio Formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-4 Setting Up Pro-Rata Ratio Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-9 Specifying Limits for Runtime Prompts . . . . . . . . . . . . . . . . . . . . . 23-9 Setting Up Custom Formulas. . . . . . . 23-2 Building Formulas for Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-22 Launching Business Rules from Planning – Data Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-14 Selecting Members for Business Rules . . . . 22-10 Lesson 23: Adding Formulas to Business Rules Business Rules Formula Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-8 Business Rules Creation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-8 Setting Up Variable Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-5 Setting Up Units-Rates Formulas . . . . . . . . . . . . . . . . 22-8 Setting Up Runtime Prompts as Local Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-7 Navigating the Rule Editor . . . . . . . . . . . . . . . 21-17 Assigning Access to Business Rules . . . . . . . . . 21-24 Printing Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-23 Launching Business Rules from Planning – Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23-11 Managing Business Rules . 21-9 Launching the Rule Editor . . . . . . . . . . . . . . . . . .21-11 Adding Actions to Business Rules . . . . . . . . . . . . . . . . . . . .Table of Contents Components of BR Language Tab. . . . . . . . . . . . . . . 23-12 Planning: Create and Manage Applications xiii . . . . . . . . 21-19 Launching Business Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-4 Setting Up Runtime Prompts as Global Variables . . . . . . . . . . . . . . . . . . . . . . . . 23-10 Specifying Data Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-21 Launching Business Rules from Analytic Administration Services Console . . . . . . . . . . . . . . . . . . . . . . . . . 22-5 Applying Runtime Prompts as Global Variables . . . . . . . . 22-2 Adding Runtime Prompts . . . . . . . . . . . . . 21-9 Setting a Plan for Developing Business Rules. . . . . . . . . . . . . . . . . . . . . . . . 21-25 Lesson 22: Building Runtime Prompts for Business Rules Runtime Prompts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . 25-19 Assigning Access to Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-16 Setting Up Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Table of Contents Module 9: Managing the Planning Process Lesson 24: Managing the Approval Process Process Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-23 Module 10: Analyzing Planning Data with Financial Reporting Lesson 26: Financial Reporting Overview Financial Reporting Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-19 Copying Data . . . . . . . . . 26-3 xiv Planning: Create and Manage Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-10 Starting or Excluding Planning Units . . . . . . . . . . . . . . . . . . . . . . . . 25-5 Navigating Task Lists in Advanced Mode . . . . . . . . . . . . . . . . . 26-2 Workforce Planning and XBRL Functionality . . . . . . 24-6 Impact of Entity Hierarchy on the Review Process . . . . . . . . . . . . . . 25-22 Reporting on Task Lists . . . . . . . . . . . . . . . . . . . . . . . . . . 24-17 Copying Data Between Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-4 Reviewer Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-2 Planning Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25-11 Working with Task List Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-2 Navigating Task Lists . . . 25-4 Navigating Task Lists in Basic Mode . . . . . . . . . . . 25-17 Setting Task Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24-11 Checking the Status of Planning Units. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-12 Building Task Lists . 24-14 Printing Planning Unit Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-14 Adding Tasks to Task Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-21 Validating Task Lists. 24-3 Planning Units and Process States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-8 Managing the Review Cycle for Planning Units . . . . 25-8 Task List Creation Process . . . . . . . . . . . . . . 24-21 Lesson 25: Creating Task Lists Task Lists Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-13 Viewing the Details of Planning Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-28 Exporting Reports to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Groups. . . . 27-17 Changing the User Point of View . . . . . . . . . . . . . . . . . . . . .Table of Contents Financial Reporting Architecture . . . . . 26-12 Working with Financial Reporting Studio . . . 27-10 Setting Financial Reporting Studio Preferences . 26-19 Changing the User Point of View Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-7 Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-8 Data Sources for Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-21 Lesson 27: Navigating Reports in Workspace Workspace Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-8 Setting General Preferences . . . . . . . . . . . . . . 27-8 Setting Authentication Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-4 Workspace Modules . . . . . . . . . 27-16 Previewing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-26 Printing Reports and Snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-18 Report Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-12 Browsing the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-6 View Pane Buttons. . . . 27-29 Exporting Reports to Word and PowerPoint . . . . . . 27-31 Importing Reports to Microsoft Office Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-14 Searching for Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-20 Previewing and Printing Reports . . . . . . . . . . . . . . . . . . 26-14 Viewing Repository Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-27 Integrating Reports into Microsoft Office Applications . . 27-21 Limiting User Point of View Selections . . . . . . . . . . . 27-9 Setting Explore Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-13 Financial Reporting Studio Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-7 Users. . . . . . . 26-16 Opening Reports . . . . . . . . . . . . . . . . . . . . . . 27-33 Planning: Create and Manage Applications xv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-22 Changing Page Members . . . . . . . . . . 26-5 Security Overview . . . . . . . . . . . . . . 26-10 Financial Reporting Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-19 Previewing the Point of View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27-11 Setting Financial Reporting General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . and Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-2 Workspace User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-15 Setting Up Plan Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-23 Creating Alias Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-12 Setting Up the Calendar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-18 Creating Analytic Services Databases. . . . . . . . . . . . . . . . . . . . A-6 Linking Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-20 Building Member Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5 Specifying Source and Destination . . . . . . . . . . . . B-21 Working with Attributes . A-8 Applying Filter Criteria . . . . . . . . . . B-32 xvi Planning: Create and Manage Applications . . . . . . . . . . . . . . . . . . . . B-2 Processes in Creating Planning Applications . . . . . . . . . . . . . . . . . . . . . . . B-10 Accessing Classic Application Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10 Validating Data Synchronizations . . . . . A-3 Creating Data Synchronizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-31 Setting Up UDAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-29 Associating Smart Lists . . . . . . . . B-16 Completing Application Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-6 Planning Relational Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7 Configuring Data Sources . . . . . . . . . . . . . . A-12 Executing Data Synchronizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-13 Setting Up Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-8 Creating Applications Using Classic Application Wizard . .Table of Contents Module 11: Appendices Appendix A: Sharing Data Using Data Synchronization About Data Synchronization . . . . . A-11 Viewing Data Flows . . . . B-28 Creating Smart Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2 Creating Mapping Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-19 Reregistering Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-25 Smart Lists Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-27 Smart List Creation Process . . . . B-11 Selecting the Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7 Setting Filters . . . . . . . B-4 Hyperion System 9 Planning Application Creation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13 Appendix B: Working with Classic Application Administration Classic Administration Overview . . . . . . . . . . . . . . . . . . . . . A-9 Inserting Mapping Tables . . . . . . . . . . . . . . . . .

. . . . . . . . Creating Planning Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-34 B-35 B-36 B-37 B-38 B-39 B-40 B-42 B-43 B-44 Planning: Create and Manage Applications xvii . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating UDA Targets . . . . . . . . . . . . . . . . . . Creating Planning DSNs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Working with Planning Targets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Data Integration Management . . . . . . . Loading Metadata to Planning . . . . . . . . . . . . . . . . . . Configuring Session Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Planning Adapter Overview . . . . . . . . . . .Table of Contents Setting Up Member Formulas . . . . . . . . . . . . . . . . . . . . . . . . . Importing Target Definitions . . . . . . . . . . . . . . . . .

Table of Contents xviii Planning: Create and Manage Applications .

you should be able to: • Create Planning applications • Load data into Planning applications • Set up security for users. please take a moment to review this section. groups.Preface 0 Welcome to Hyperion System 9 Planning: Create and Manage Applications! Before you begin. The preface presents an overview of the following information: • Course objectives • Structure of the course • Course materials used in the class • Conventions used in the book Course Objectives After completing this course. and members • Create data forms and enter data by using data forms • Set and test business rules • Review budget data by using process management • Analyze planning results in Financial Reporting .

• Module 8 describes adding business rules. • Module 4 describes loading data and calculating the database. The instructor may also give you handouts. Demonstrations and hands-on exercises reinforce the concepts and skills introduced during lectures. the instructor presents a topic conceptually by explaining its purpose. Each lesson begins with a list of objectives followed by the presentation of slides and accompanying text. • Module 9 describes managing the planning process. Course Materials You use two books in class—the student guide and the student workbook. • Module 2 describes setting up dimensions and members. In this course. • Module 6 describes designing data forms. demonstrations. and then guiding the students through the exercises. xx Planning: Create and Manage Applications . The lesson ends with a summary of the topics covered in the lesson. It has 11 modules: • Module 1 describes an overview of Planning and navigating Workspace. • Module 3 describes importing dimension members using BPM Architect. and hands-on exercises. • Module 10 describes analyzing data with Financial Reporting. Each module contains lessons. • Module 5 describes setting up security. demonstrating how it works.Preface Course Structure Hyperion System 9 Planning: Create and Manage Applications is a 5-day. • Module 7 describes entering data in Planning. instructor-led training course consisting of lectures. Student Guide The student guide is designed to be used by students and the instructor during lecture time. • Module 11 contains appendices which provide additional information about Planning not covered in this course.

Select Clear Profile. TIP A tip provides information that helps you work more efficiently. NOTE A note provides related information. options to be selected. Examples: . common mistakes. and menu selections are displayed in bold type.Click YES to clear the profile. Conventions The following text conventions are used in this course book: • Text to be typed. • Keyboard shortcuts are displayed as follows: Ctrl+Enter • Alerts are used to direct your attention to different types of information. names of files and modules. Exercises A critical part of the learning process is the challenge of completing real tasks associated with each lesson. Exercise Solutions The exercise solutions present the detailed steps to successfully complete the exercises. • When available. Example: Click Edit. Each exercise is an opportunity to apply your new knowledge. or cautions about the current topic. figures are used to identify an object or task. Planning: Create and Manage Applications xxi .Preface Student Workbook The student workbook has two sections—exercises and exercise solutions. .

Preface xxii Planning: Create and Manage Applications .

M O D U L E 6 16 Designing Data Forms Overview The aim of this module is to define and manage data forms. and create custom menus. Lessons in this module include: • Creating Data Forms and Folders • Customizing Data Forms . manage user variables. You set user preferences.

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L E S S O N 1 7 17 Creating Data Forms and Folders Objectives After completing this lesson. you should be able to: • Manage data forms and folders • Set up row and column properties • Set up page and POV properties • Assign business rules to data forms • Set up display and precision options • Create composite data forms • Print data form definition reports • Assign access rights to data forms .

delete. You manage data forms and folders by using the Data Form Management page. You can perform the following tasks from the Data Form Management page: • Create. For example. edit. or rename folders • Create. You can create as many data forms as required to meet the needs of budget preparers. You assign access to data forms. Data forms with target versions enable data entry into parent members. move.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Data Forms and Folders Overview Each data form is associated with a plan type. you can create a data form that budget preparers in the finance department use for fixed assets and a separate data form that line managers use for expense accounts. or delete data forms • Create composite data forms • Assign access to data forms 17-2 Planning: Create and Manage Applications . move. Data Forms and Folders Overview Data forms are spreadsheet-like grids with rows and columns for entering data.

and manage data forms in the Manage Data Forms page. For the data form shown in the slide. Planning: Create and Manage Applications 17-3 . and column elements. rows. You create. and columns goes into the Budget scenario. the POV is set to Local for the Currency dimension and to No Customer for the Customer dimension. only one member can be selected. if the Scenario dimension is set to Budget in the POV.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Data Form Elements Page Columns Rows Point of View Currency = Local Customer = No Customer Data Form Elements You create a data form by selecting point of view. and columns. row. For example. rows. You can navigate to the page from the Administration menu. You cannot change the member selected for the POV. The members you select for the dimensions that are assigned to the POV determine the context for the pages. For each POV dimension. then all of the data entered in the pages. edit. page.

When you access data forms through Planning. For Scenario. Rows and columns define the grid into which you enter data. 17-4 Planning: Create and Manage Applications . you can assign Unit Sales to the row axis and January to the column axis. logical views. You can add rows and columns to create data forms with asymmetrical combinations of row and column members. you can enter data into the cell where the row for Unit Sales intersects with the column for January. you can assign the Version and Scenario dimensions to the page axis. you select the Worst Case and Best Case members. Each item on the page axis can have members selected from one dimension or from multiple dimensions. By default. You can then switch members by selecting them from the page axis. you select the Budget and Forecast members. data forms have a single row and column. For example. For example.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms The page axis enables you to set up combinations of members that may span dimensions so that you can work with data in smaller. For Version.

Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Creating Folder Structures for Data Forms Remember the following points when working with folders: Move folders within the hierarchy as needed. Only empty folders can be deleted. After you create folders. To create a data form. called Forms. or you can edit an existing data form and then save it as a separate form. Rename folders. You can create as many folders as needed. Creating Folder Structures for Data Forms You use folders to help you organize your data forms. called Forms. TIP You can search to find a data form on the Data Form Management page. and you can arrange the folders in a hierarchy. You cannot move or delete the top-level folder. you can create data forms in those folders. Access rights are not assigned to folders. Planning: Create and Manage Applications 17-5 . including the top-level folder. you can build a data form with requirements that you specify.

page and point of view (POV) definitions. row and column layout. NOTE You cannot change the plan type for a data form. business rules. For example. you need to define data form properties.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Data Form Requirements Data Form Requirements To create data forms. if you assign a data form to the Revenue plan type. other options. it is saved to the database that is associated with the data form’s plan type. you cannot add accounts that are not valid for the Revenue plan type. and access rights. When you save data in a form. When you create a data form. you assign it to a plan type. Only members that are valid for that plan type can be included on the data form. 17-6 Planning: Create and Manage Applications .

for example. Considerations for Setting up Data Forms Prior to creating data forms. then you must set up the data form to meet certain conditions. If you want to enter data into the intersections of a data form. If a dimension on a row or column is set to a parent member. all rows and columns on the data form are read-only. If a dimension in the point of view or the Pages drop-down list is set to a parent member. the row or column is read-only. to view the results of calculations. therefore. All members in the rows or columns must be bottom-level members (except with target versions). data form designers need to consider several factors. Planning: Create and Manage Applications 17-7 . Most data forms are used for entering values.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Considerations for Setting up Data Forms In order for a cell on a data form to accept data entry: All members in the POV and pages list must be bottom-level members (except with target versions). you set up most data forms to permit data entry. However. Target versions allow data entry in both parent and bottom-level members. The user must have Write access to all members of the cell. to permit data entry. you can set up forms at a more summarized level. A bottom-level member is a member that has no child members below it. dimensions on rows and columns must be set to bottom-level members. For bottom-up versions. The Currency dimension must be set to the Local member.

and select reporting currencies as members. you can select the Currency member from the page axis and then launch the Calculate Currencies business rule to view all values in the currency of the selected Currency member. the currency selected when you created the application is used as the currency member for all entities. you must perform one of the following actions: • Select members from at least two currencies. You set up the Currency dimension on a data form to determine how currency values are displayed. For example. To convert currencies for all members in the data form. functional rollup. you can select an alternate. Another factor to consider in the setup of data forms is how to represent the Currency dimension. in order to compare converted currencies. For applications that use a single currency. no currency conversion takes place for the row or column. to include all members of a rollup on a data form. 17-8 Planning: Create and Manage Applications .Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms You can use member relationships to select shared members. and you can enter data for the entities on the row or column in their native currency. In target versions. To allow users to enter data in currencies other than an entity’s base currency. If a row or column on a data form has the Local member selected for the Currency dimension. • Assign the Currency dimension to the page axis. assuming that the currency calculation script has been run. Values entered into rows or columns that display shared members are saved to the base members in the database. If you set a data form’s Currency member to something other than Local. The data form is read-only. then data values are displayed as converted to the selected currency. when selecting data-form members. you can enter data in rows or columns that have Currency or Local as the selected member.

On the Properties tab. then business users cannot select the data form from the view pane.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Setting Data Form Properties Setting Data Form Properties You set basic characteristics for data forms on the Properties tab. If you hide a data form. You prevent data entry by making a data form read-only. You also can include instructions for business users who need to use the data form. You may want to hide a data form that is part of a composite form or a data form that is displayed by a right-click menu. You can hide data forms by selecting the “Make data forms hidden” option. you assign the data form name and description and determine whether the data form permits data entry or is hidden from view. Planning: Create and Manage Applications 17-9 .

17-10 Planning: Create and Manage Applications . Column and row properties include showing a member name or alias. and setting column width. suppressing missing data. you select the preferred members. When you are setting the data form layout. You then set the properties of the dimensions and members on the columns and rows. you can select segment properties. you can also select to suppress missing blocks. suppress missing data. For row and column members. starting with the hierarchy expanded.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Setting Row and Column Layout Setting Row and Column Layout You assign dimensions to the columns and rows of data forms by selecting the dimensions from the drop-down lists of the Row/Column Layout tab. • A data form must have at least one dimension assigned to the row axis and one dimension assigned to the column axis. For each dimension. keep the following items in mind: • You must select at least one member for each dimension. and allow users to add rows dynamically. For rows.

do not display indentation Create a read-only segment in the data form to enable comparison of old. do not display line breaks For rows. • To move a dimension from one axis to another. or custom time periods—is typically set up on the columns. editable data Create a bold border before the segment to visually distinguish parts of the data form Apply these settings to all columns in segments Setting Column Properties The following table shows the options for column width on a data form: Column Width Small Medium Description Displays columns 50 pixels wide (approximately 7 decimal places) Displays columns 75 pixels wide (approximately 10 decimal places) Planning: Create and Manage Applications 17-11 . you can set segment properties in an asymmetric row or column to read-only or to hide members. data form designers should use dimensions and members that business users are most likely to need to view. data form designers should use dimensions and members that contain a more expansive list of members. when considering how to set up data forms. Customer. You can define segments for asymmetric rows and columns. For columns.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders • You cannot select the same dimension for more than one axis. You can also suppress the hierarchy so row definitions are not indented and columns do not include line breaks. need to consider dimension composition. For example. For example. quarters. For example. You can select options for segment properties as described in the following table: Option Hide Suppress Hierarchy Read only Show Separator Apply to All Segments Description Hide the segment so it is not displayed on the data form For columns. the Period dimension—which represents months. Data form designers. For rows. and Product dimensions typically work well on the rows. such as separator lines for columns and rows and hidden or read-only data. read-only data with new. the Account. years. Setting Up Segment Properties Segments are areas of data forms with special properties. delete it from the source axis and select it for the destination axis.

Click the column heading and select Minimize. all columns. and select Reset All to Default. 17-12 Planning: Create and Manage Applications . Right-click any column heading. Regardless of the column width setting that is selected in the data form properties. and select Restore All. Saving or refreshing the data form saves the adjusted column width for the remainder of the session. including minimized columns. When you print from the data form page. you can adjust column width while you are viewing a data form. the data is stored and calculated in the data form in the same way as data that is not hidden. Right-click the minimized column heading and select Restore.Module 6 Lesson 17 Creating Data Forms and Folders Column Width Large Size-to-Fit Custom Description Designing Data Forms Displays columns 100 pixels wide (approximately 13 decimal places) Forces all column headings to fit in the displayed space Enables you to enter a pixel width value of up to 999 (greater than 13 decimal places) If the selected column width is less than the width of the column contents. or double-click the minimized column heading. regardless of their width setting. The following table describes column width tasks that are available for data forms when you are using Microsoft Internet Explorer: Task Resize column width Minimize column width Restore a minimized column Restore all minimized columns Reset all column widths to the data form definition default property setting Action Drag the column heading. While hidden. are printed at a width that is based on the printing options that are selected for page size and columns per page. Right-click any column heading. the excess data is hidden from view until the column is widened. or double-click the column heading.

Hyperion recommends that you test data forms before and after using this setting to determine whether performance is improved. The following table describes the options that you can set on rows in data forms: Option Suppress missing blocks Description When suppressing a large number of rows. certain suppressed blocks may ignore Dynamic Calc members. such as 90% or more. You should also test data forms whenever you make significant changes to your application. data forms may not display attributes.” Allow users to dynamically add rows Planning: Create and Manage Applications 17-13 . select this option to enhance performance of the “Suppress missing data” setting. Selecting this option hides rows without data. Members that users can access are displayed on the data form. the cells display #missing. With this setting. If few or no rows are suppressed. Suppress missing data Select this option to suppress missing data. the “Suppress missing blocks” setting can degrade performance.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Setting Row Properties You can set row properties for data form rows. If at least one cell of a row has a data value. You cannot simultaneously select “Suppress missing data” and “Allow users to dynamically add rows. then the row is not suppressed. You cannot simultaneously select “Allow users to dynamically add rows” and “Suppress missing data. Clear this option to display rows that contain only cells for which data is missing. Also.” Select this option to enable users who have Write access to the data form to dynamically change and refresh the data form’s definition by adding rows.

PacRim. 245. 250. PacRim. Corporate. or you can select members based on relationships. North America Worldwide Worldwide and North America Central. East. South. You can select specific members. 220.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Selecting Members Member Descendants Descendants (Inc) Ancestors Ancestors (Inc) Siblings Siblings (Inc) Parent Parent (Inc) Children Children (Inc) Level 0 Descendants Descendants plus North America Worldwide Worldwide plus North America Europe. 230. East. excluding the selected member The selected member and all of its descendants All members above the selected member. 225. South. 210. excluding the selected member The selected member and all of its ancestors 17-14 Planning: Create and Manage Applications . Corporate Europe. 280 Selecting Members You select members for the current dimension on the Member Selection page. 240. 255. 205. The following table describes the existing relationships and the members that are included on the data form for each relationship: Relationship Member Descendants Descendants (Inc) Ancestors Ancestors (Inc) Members Included on the Data Form The selected member All members below the selected member. 275. West Central. North America 200. 270. West.

excluding the selected member The selected member and its parent All members in the level immediately below the selected member. excluding the selected member The selected member and all of its children All descendants of the selected member that have no children TIP You can search to find a specific member to include on your data form. excluding the selected member The selected member and all of its siblings The member in the level above the selected member.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Relationship Siblings Siblings (Inc) Parent Parent (Inc) Children Children (Inc) Level 0 Descendants Members Included on the Data Form All members in the level of the selected member. Planning: Create and Manage Applications 17-15 .

17-16 Planning: Create and Manage Applications . This task is performed in User Variable Options. for example MYCostCenter = Central (Descendants inclusive). User variables can be created by administrators and interactive users. you can set up user variables to filter members in data forms. You can navigate to the Manage User Variables page from the Administration menu. Similarly. If a user variable is assigned to a data form. it must be selected as a member in the data form layout. Typically. you use substitution variables for financial reporting. for example: — BudYear = FY08 — ActYear = FY07 — CurrMonth = March User variables filter members displayed in data forms. rather than across the multiple data form references. accessed from the Preferences option of the File menu. The benefit of using substitution variables is that the variable is maintained in one place at one time. thus enabling planners to view only the dimension members with which they are working. Substitution variables are commonly used in situations where a value (such as current month) references a member name (such as Mar) across multiple data form references. No user variable User variable Creating Substitution and User Variables Administrators can create and define substitution variables (references to values). business users cannot access the data form until they select a member for the user variable. After a variable is created.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Creating Substitution and User Variables Substitution variables are created in Analytic Administration Services Console and reference a member that is assigned to a variable value.

You create asymmetric columns or rows by using the Add Row or Add Column button on the Data Form Layout page. Q3. Q4 Creating Asymmetric Columns and Rows You can create data forms with asymmetric columns or rows. Time Period = Q2. Asymmetric columns or rows contain different sets of members selected across the same dimension. Planning: Create and Manage Applications 17-17 . Time Period = Q1 Column B: Scenario = Budget.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Creating Asymmetric Columns and Rows Example of asymmetric columns: Column A: Scenario = Actual.

You can choose to display member names or aliases. or something similar. or row axis. No Scenario. 17-18 Planning: Create and Manage Applications . You can clear the Visible option for the dimensions on the point of view so that members for the POV dimension are not displayed on the data form. You can select dimensions and members for the page axis. The POV toolbar enables you to set the unique set of dimension members that defines specific intersections of data.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Setting Page and Point of View Setting Page and Point of View On the Page/Point of View Layout tab. you set up dimension members for pages and point of view. and you can define the POV dimensions and members for any dimension that is valid for the data form plan type and that is not assigned to a page. column. You can select the option Enable Dynamic User Variables to prompt the user to select the POV member to use on the data form. Not showing dimensions in the point of view is especially helpful if the member for the point of view is No Customer.

• Scenario and Version must be selected as page or POV dimensions. However. Planning: Create and Manage Applications 17-19 . and Entity dimensions vary. and Version members. For example. Enable account annotations You can enable account-level annotations.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Setting Options on the Other Options Tab Setting Options on the Other Options Tab On the Other Options tab. To enable annotations for the account dimension. you must follow these rules: • Account must be selected as a row dimension. and printing. Account-level annotations can vary. a user must have Write access to the individual Account. In a data form. functionality. Version. you can select to display missing values as blank rather than as #missing. users can add annotations to accounts. you can set options for the data form’s display. Scenario. Entity. as combinations of Scenario.

regardless of base currency. Account. within data forms. POV. and entity. account. or row dimension. Enable Smart Lists for this form You select the option to “Enable Smart Lists for this form” so that business users can select cell values from a drop-down list rather than enter values into cells. Version. Selection of this option enables business users to use the Grid Spreader and Mass Allocate options for the data form. you select the “Enable grid spreading for this form” option.Module 6 Lesson 17 Creating Data Forms and Folders • Entity must be selected as a page. Then. you select this option to allow entities to support multiple currencies. 17-20 Planning: Create and Manage Applications . because the annotation is unique to scenario. Allow multiple currencies per entity For applications that support multiple currencies. Enable grid spreading for this form In order to ensure that business users can spread data across dimensions. version. and Entity dimensions cannot be selected as a column dimensions. business users can select the currency in which cell values are displayed. Designing Data Forms • The Scenario.

enter #missing. On a data form or report.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Identifying Missing Values Cells with #missing have no data value. Also make sure that currency combinations exist for all mixed-currency child entities and their parent members. or delete the contents of the cell. rows that contains only cells with #missing are not displayed. leaving it empty. parent entities display #missing. Write #missing to the database in one of three ways: — Leaving cells blank — Deleting contents of cells — Entering #missing Identifying Missing Values You can write #missing to the database from a data form. Instead of entering a number. the cells are set to #missing in Analytic Services. make sure that a currency rate is entered for each combination of local currencies and selected currencies. NOTE When a data form that is designed to suppress missing data is reloaded. Data entry cells that are blank or that contain the term #missing have no data value. Planning: Create and Manage Applications 17-21 . when conversion to a selected currency is attempted. In certain cases. When you save the data form.

Calculate Currencies is created for data forms that include multiple currencies. Calculate Data Form is programatically created for each data form. These business rules can be launched directly from Planning. 17-22 Planning: Create and Manage Applications . to calculate subtotals. Both designers of data forms and users entering data into data forms can see and launch only business rules to which they have access. or they can be associated with data forms.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Selecting Business Rules Selecting Business Rules You can create business rules by using a graphical user interface in Analytic Administration Services. Administrators and interactive users can define business rules that prompt users for input when the rules are launched. to enable the conversion of values among the available currencies. Planning includes two default business rules: Calculate Data Form and Calculate Currencies.

In the Business Rule Properties dialog box. the Calculate Data Form and Calculate Currencies business rules are selected. but it does not validate the business rule. For example. • Enter the expected number of customer visits per quarter. If you are launching both conversion and subtotal business rules. using the Calculate Data Form business rule. a new total is displayed for West. you can set whether or not each business rule that is associated with a data form is automatically launched when data is saved. you can also set whether or not the default member selection in the runtime prompt window matches the current member selection in the page and POV axes. Planning: Create and Manage Applications 17-23 . if West and its children California and Oregon are in a data form. the parent of West. calculate.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders By default. Administrators and interactive users can set up business rules that. Planning validates the value entered. the currency conversion rules must be run before the subtotal rules. Because North America. The rule calculates totals only for the members in the data form. and refresh the data form. • What percentage change in earnings do you expect next month? Create prompts that are specific and that let the user know what type of data is expected. NOTE When launching a business rule with a runtime prompt. prompt users for such variables as members. or numbers. after you save. is not in the data form. NOTE The order in which business rules are launched is important and may affect the data. • Select a month. If a business rule has runtime prompts. you must calculate new totals for parent members. Here are some examples of runtime prompts: • Please select an account. a new total for North America is not calculated. text. After you enter data in a data form (or through a data form in Hyperion Smart View). when launched from Planning.

or aliases. member attributes. During the design of a data form. The preview shows which dimensions are assigned to the POV. column. Preview does not display data associated with the data form. you can preview its structure and continue to make changes. 17-24 Planning: Create and Manage Applications . and page axes.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Previewing Data Forms Previewing Data Forms You can review the data form on the Preview tab. row.

Total Departmental Expenses. You can use composite data forms to accomplish the following tasks: • Combine two or more data forms on one screen • Perform real-time impact analysis by entering data in one data form (for one plan type) and viewing calculated results in another data form (for the same or another plan type) • Choose the order that data forms are displayed on the screen and whether to combine the POV and page dimensions Planning: Create and Manage Applications 17-25 . such as Total Revenue. or Net Income. even forms associated with different plan types.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Composite Data Forms Composite Data Forms You can create composite data forms to view several data forms. simultaneously. Business users can perform data entry and see the results aggregated to an upper-level intersection.

and the number and layout of columns and rows. the pages.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Creating Composite Data Forms Creating Composite Data Forms Some of the tasks for creating composite data forms are the same as for creating regular data forms. 17-26 Planning: Create and Manage Applications . You also select the data forms to display on the composite data form. You set up the following parameters: • Data form properties • Row and column layout • Business rules selection and properties • Access permissions You create composite data forms from the Manage Data Forms option on the Administration menu. To create a composite data form. You can set options for the POV. you select Create Composite.

whether. the members on the data form are used. On the Business Rules properties screen. and whether to hide prompts. you set whether the business rule runs when the data form is loaded. Planning: Create and Manage Applications 17-27 . if the rule contains any.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Selecting Business Rules on Composite Data Forms Selecting Business Rules on Composite Data Forms You select business rules for composite forms on the Business Rules tab. If you select an individual business rule. if the rule contains a prompt. You can include all business rules of the base forms or specific business rules. you can click Properties to set the properties for that rule. whether the rule runs when data is saved.

business rules. as well as other standard data form components. administrators can print a data form definition report.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Printing Data Form Definition Reports Printing Data Form Definition Reports To enable better data form management. and access rights associated with the data form. 17-28 Planning: Create and Manage Applications . The report can include information on dimension members.

and instructions). the access rights for a user can be combined with the user’s group rights.Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Assigning Access Rights to Data Forms Read: Enables users to view and use the data form for data entry. Write: Enables users to change the data form’s design and to view and use the data form for data entry. and which users can access the data form for data input. Planning: Create and Manage Applications 17-29 . However. column. You create and change data form designs by using the Manage Data Forms option on the Administration menu. When you are designing a data form in Planning. or None. None: Prevents users from viewing the data form. row. when you set up the data form layout for page. click Refresh User/Group lists. Assigning Access Rights to Data Forms By assigning access to a data form. For example. you select from the list of dimension members to which you have Read or Write access. layout. A user or group can have only one of the following access rights: Read. To get the latest set of users and groups from the User Management Console. data form properties such as formats. Administrators and interactive users have access to this task. Write. the selection list to set properties is filtered based on access rights. and point of view. you control which users can access and change the data form design (for example.

administrators have Write access to all data forms. • Who can access data forms for view or data input. For example. you can view the data form in a list and select it. if you have Read access to the Europe entity. By assigning access to data forms.Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms Access to specific data forms created by administrators or interactive users is based on access rights. not to data form folders. interactive users have Write access to certain data forms. Whether users have access to the data in a data form depends on whether they have access to the members of the form. Based on access rights. Whether you can change data in a data form depends on whether you have access to the members of the form. In order to edit a data form. You can assign access to only one data form at a time. you must have access to at least one member of each secured dimension on the form. 17-30 Planning: Create and Manage Applications . Based on access rights. if you have Read access to a data form. administrators and interactive users determine the following access rights: • Who can view and change various data form designs. all rows and columns on the data form that include the Europe entity are displayed in read-only format. administrators have Write access to all data forms. NOTE Access rights are assigned to data forms. By default.. By default. For example. interactive users and planners have access to certain data forms.

Module 6 Designing Data Forms Lesson 17 Creating Data Forms and Folders Summary In this lesson. you should have learned to: • Manage data forms and folders • Set up row and column properties • Set up page and POV properties • Assign business rules to data forms • Set up display and precision options • Manage data forms • Create composite data forms • Print data form definition reports • Assign access rights to data forms Planning: Create and Manage Applications 17-31 .

Module 6 Lesson 17 Creating Data Forms and Folders Designing Data Forms 17-32 Planning: Create and Manage Applications .

L E S S O N 1 8 18 Customizing Data Forms Objectives After completing this lesson. you should be able to: • Export and import data forms • Create menus • Specify application default settings • Manage user variables • Set up user preferences .

You can move data form definitions from one Planning application to another. NOTE If you installed Planning to the default location. type FormDefUtil export -all <planning server name> <user name> <password> <application> To import all data form definitions. Exporting and Importing Data Forms You can use the FormDefUtil. All rights reserved.xml> <planning server name> <user name> <password> <application> To export all data form definitions. type FormDefUtil import <file name. Planning includes the FormDefUtil. type FormDefUtil export <data form name> <planning server name> <user name> <password> <application> To import a single form from an *.xml file. Only administrators can run this utility. Hyperion.cmd utility for use through a command line interface. the Utils directory is located in the following path: x:\Hyperion\HyperionPlanning\Utils. This utility is installed in the Utils directory. use the FormDefUtil utility to move data forms from a development environment to a production environment.cmd Planning utility to export and import a data form definition from and into an XML-based file.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Exporting and Importing Data Forms To export a single form to an *.xml file. For example. type FormDefUtil import -all> <planning server name> <user name> <password> <application> Copyright © 2007. 18-2 Planning: Create and Manage Applications .

pass1). Enter the name of the Planning application (for example. Specify the name of the application server that Planning is using (for example. Use data form name to specify the Planning data form to export to XML. Enter the password that you use to log on to the Planning application (for example. smith). FYPlan). localhost).Module 6 Designing Data Forms Lesson 18 Customizing Data Forms The following table describes the parameters of the utility: Parameter import or export file name or data form name planning server name user name password application Description Specify whether to import or export the data form definition. Planning: Create and Manage Applications 18-3 . Enter the name that you use to log on to the Planning application (for example. Use file name to specify the name of the XML file to import into the Planning application.

with a predefined scenario and version 18-4 Planning: Create and Manage Applications . URL.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Menus 1. or business rule. after entering data. By creating right-click menus. All rights reserved. 2. Menus Menus are displayed when business users right-click data-form rows or columns. a business user can move to the Manage Process page by using a right-click menu. Create the menu. Hyperion. 3. Associate the menu with data forms. Business users can use right-click menus to perform separate and distinct actions. Copyright © 2007. with or without runtime prompts • Move to another data form • Move directly to the Manage Process page. Administrators create right-click menus and associate them with data forms. For example. administrators enable business users to click rows or columns in a data form and select menu items to accomplish various tasks: • Launch another application. A predefined scenario and version can be passed for use on the Manage Process page. Set up menu Item properties for the menu.

or the members above (if a column was clicked). the member on which the user clicked. the context of the right-click is relayed to the next action. Planning passes this context: the POV and the page. and the members to the left (if a row was clicked).Module 6 Designing Data Forms Lesson 18 Customizing Data Forms To support context-sensitive actions. Planning: Create and Manage Applications 18-5 .

18-6 Planning: Create and Manage Applications . and Save. 4.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Creating Menus Copyright © 2007. Click Create. To add the first item to the menu. click Add Child. edit. To further define the menu. Enter a name for the menu. 2. Hyperion. Select Administration > Manage Menus. All rights reserved. 5. and then click OK. 3. The Manage Menus page lists menus defined in the application. and click Edit. and delete menus. Creating Menus Administrators use the Manage Menus page to create. select the menu. To create menus: 1.

special characters. Labels can be text or they can reference a resource variable by name. • To add menu items at the same level as the selected item. /Planning/Images/globe. Optional: In context of the Planning server. • To delete menu items. click Add Child (available for Menu Header menu types). The following table describes the choices that you can apply for each item. set it to File directly or set it to the name of a resource—such as LABEL_FILE. enter the path to and name of a graphic (for example. and extended characters. and then follow step 8 to set up menu item properties. • To edit menu items. Menu labels are displayed on the user interface. For example. Spaces and special characters are allowed. click Add Sibling. Item Menu Item Description Enter a unique name that contains only alphanumeric and underscore characters (for example: Position) and no extended characters. to set a menu’s label to File.to be displayed next to the menu. • To change the order of menu items within the same level. 7. and click the up or down arrow.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms 6. select one or more items. Icon Planning: Create and Manage Applications 18-7 . click Edit. Note: Labels can contain spaces.gif). click Delete. Continue building the menu by selecting a menu item and performing one of the following actions: • To add menu items below the selected item. special characters. Set up the menu items. or spaces. Label Enter the text to be displayed when the menu is selected.

the member selection context for the member. a. • URL—Navigate to the specified URL. the Required Dimension list is not available. enter the complete URL to which to direct the user. For example. the target data form’s page is set to match the context. no properties are available for the Menu Header type. If the target data form contains the dimension members identified by the context. • Workflow—Move to the Manage Process page to work with a planning unit. Select Launch in a Separate Window to launch the URL in window other than the Planning main window. c. From Data Form Folder. Selecting No Required Dimension makes the menu available wherever the user right-clicks in the data form. insert a separator bar by entering one hyphen as the label for the header item. if. select the folder that contains the destination data form. To distinguish the header from other menu items. The following table describes the choices that you can apply for each item. b. From Data Form.Module 6 Lesson 18 Customizing Data Forms Item Type Description Designing Data Forms Select the menu item type. for a menu item. • Business Rule—Launch the selected business rule. depending upon the menu item’s type. URL 18-8 Planning: Create and Manage Applications . In URL. Required Dimension Select the dimension for which the menu item is displayed. For example. • Menu Header—Create a menu under which you can create child menu items. select the data form. the menu item is available. 8. When users rightclick in the source data form. b. page. and POV is retained. when users rightclick Account members. select the menu item. Item Data Form Description a. and click Edit. Select Use Single Sign-on to append the SSO token to the URL. Your selection determines the available properties. For menu headers. Choose from the following types: • Data Form—Launch a selected data form. To set up characteristics for menu items. you select Account. Menu item properties differ.

f. Optional: In OK Button Label. e. select how to display runtime prompt pages: • Classic View—Use the default Planning view. g. Optional: In Cancel Button Label. c. From Business Rules. d.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Item Business Rule Description a. Optional: In Window Title. From View Type. enter a title to be displayed. instead of in a different section. 9. From Plan Type. enter the text to be displayed for the Cancel button. enter the text to be displayed for the OK button. instead of Runtime Prompts. Click Save. select the plan type for which the business rule is available. b. eliminate icons. and reduce screen text. • Streamline View—Display each runtime prompt on a different line. Optional: Select Launch in a Separate Window to launch the business rule in window other than the Planning main window. Planning: Create and Manage Applications 18-9 . Workflow Specify the planning unit to which the user is directed by selecting a scenario and a version. select the business rule to launch.

Hyperion. 18-10 Planning: Create and Manage Applications . if you delete a business rule that a menu references. use the Other Options tab to select which menus are available for the data form. As you update applications. All rights reserved. update the appropriate menus. remove it from the menu. For example.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Associating Menus Copyright © 2007. Associating Menus When designing a data form.

The Advanced Settings options are available through the Administration menu. before users can enable an e-mail notification. Copyright © 2007. Advanced Settings Administrators have access to Advanced Settings. Because application owners must set up certain options before business users can make their selections. For example. Nonadministrators cannot access application-wide settings. Only the application owner can set two of the system settings: E-mail Server and Password for Synchronizing With Analytic Services. All rights reserved. Administrators can specify settings to use across the current application. the application owner must set up the application's e-mail server. which includes the System Settings and Custom Tools tabs. The Show drop-down list has a second option which lists the current application defaults for application settings and display options.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Advanced Settings Only administrators and application owners can view and set Advanced Settings. the Application Settings tab is displayed differently for the application owner than for other application users. Business users can override the application-wide default settings by setting preferences. Hyperion. Planning: Create and Manage Applications 18-11 .

or to all users. the owner may grant ownership to another administrator. JSmith). Assign an administrator to be the application owner. the date display depends on the local settings of your system. or All Users to give access to the application owner. Shared Services URL Display Users’ Full Names Type the URL for the Shared Services server. Select No to suppress the display of the users’ full names. Specify the character set used for e-mail messages: • UTF-8: Use the Unicode encoding format (the default).Module 6 Lesson 18 Customizing Data Forms Designing Data Forms System Settings Tab The following table describes the options on the System Settings tab: Component E-mail Server Description Type the name of the server that hosts e-mail services for the application users. and click Register Shared Services. mail.hyperion. Users can access these links from the Planning Tools menu.com. Select this option to enable users to use Smart View to take Planning data forms offline. 18-12 Planning: Create and Manage Applications . the person who creates the application is the application owner. to administrators. (By default. an error message is displayed.) E-mail Character Set Enable Offline Planning Select User Custom Tools Tab You can customize Planning to include links to commonly used tools for analyzing. Task List Date Format Set the date format for tasks in a task list: MM-DD-YYYY or DD-MMYYYY. Available only to the application owner. such as during backups. and later save the data to the Planning server. Enable Use of the Application for Specify whether users can access the application when it is in maintenance mode. for example. On all task list pages. Select Yes to show the users’ full names (for example. you cannot have two users with identical full names. tracking. • Regional Setting: Use the system's regional setting. If you try to add a user with the same full name as an existing user. John Smith) in addition to their user names (for example. However. Note: If the Display Users' Full Names check box is selected. Note: This setting changes the date display format only in the Edit Task dialog box. Select Owner. Administrators. and reporting on planning data. work with data while disconnected from the Internet.

Other users can override the defaults and revert to the defaults—by selecting the Use Application Defaults check box on the Preferences tabs. the values specified in these tabs become the application defaults. Hyperion. and click Go to access the Application Settings tab and the Display Options tab. All rights reserved. Current Application Defaults Select Current Application Defaults.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Current Application Defaults Copyright © 2007. Planning: Create and Manage Applications 18-13 . When you save.

Create the appropriate parent-level members in the dimension outline (if they do not already exist). Create user variables for each dimension that you want planners to be able to filter. For example. Managing User Variables You can limit the number of dimension members that are displayed on a data form by setting user variables. column. planners can select the members that represent their specific division. 4. the parent levels could correspond to the business unit divisions. For example. Hyperion. for the Entity dimension. for Division. 18-14 Planning: Create and Manage Applications . Copyright © 2007. associate the user variables with the data form. 2. All rights reserved. Notify planners that they can select members for the user variables that are associated with the data form.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Managing User Variables Here is the typical sequence of steps to set up and use user variables: 1. page. you can set up a user variable called Division. You can set up as many user variables as you want for each dimension. When designing the data form. and then. or point of view (POV). 3. Using user variables increases performance and enables planners to focus on those members with which they want to work. User variables can be selected for any axis in the data form: row.

You select the dimension for which the user variable will be used and then create a user variable name. Hyperion.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Creating User Variables 2 1 3 4 5 Copyright © 2007. Planning: Create and Manage Applications 18-15 . All rights reserved. Creating User Variables You add or delete user variables from the Manage User Variables option on the Administration menu or from the New User Variable option on the File menu.

you associate the new user variable with a data form. In the Member Selection dialog box. 2. To associate a user variable with a data for m: 1. select the relationship. it is preceded by an ampersand.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Applying User Variables 2 1 3 Copyright © 2007. From the relationship drop-down list. you select the descendants inclusive option for Division. In the example shown in the slide. When a user variable is selected. Hyperion. the Division user variable is in the Entity dimension. You can either create a new data form or edit an existing data form and select the member relationship for the dimension that contains the new user variable. Furthermore. which is placed on the Pages drop-down list for this data form. All rights reserved. and then use the right arrow to move the user variable to the Selected Members list. Applying User Variables After you create a user variable. Click Submit. 3. 18-16 Planning: Create and Manage Applications . select a user variable.

and User Variable Options. In the Application Settings tab. all users can set individual preferences. Hyperion. for the current application.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Setting Up User Preferences All users can set preferences. All users have access to a Preferences page that has four tabs: Application Settings. All rights reserved. Planning: Create and Manage Applications 18-17 . Only the application owner can set the following system settings: E-mail Server and Password for Synchronizing with Analytic Services. Display Options. Non-administrators do not have access to application-wide settings. select the alias setting. Administrators and application owners can also specify certain global settings for the current application. Setting Up User Preferences On the Preferences page. you configure e-mail notification. and set workflow options. Printing Options. Copyright © 2007. Each preference can be enabled and configured.

or aliases. For example. you can set whether aliases and descriptions are displayed in the Member Selection dialog box. Applying Alias Tables You can assign alternate names. for Account.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Setting Up E-mail for Workflow Notifications When e-mail is set up and notification is enabled. Entity. and another alias table called German could display members in German. Entity). The subject of the e-mail is in the format NEW OWNER: XYZ Plan (Scenario. Planning notifies users when they become the new owner of a planning unit. you can control the following aspects in Process Management: • Whether to display members’ actual names or aliases. if they have them • Whether planning units that are not started are displayed with those that are started 18-18 Planning: Create and Manage Applications . In the Workflow Options area. Version. Setting Member Selection and Workflow Options In the Member Selection Options area. an alias table called French could display members in French. You can select aliases for displaying member and dimension names. and user-defined dimensions and members.

All rights reserved. the currency values in the data form are displayed using the formatting initially set for each individual currency. your selection applies to all currency values that are displayed in all data forms that are within the current application and that you can access. If you select any other option. If you select Currency Setting.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Setting Individual Display Options Copyright © 2007. Your number-format selections apply to all currency values that are displayed in all data forms that are within the current application and that you can access. Use the Display Options tab to perform the following tasks: • Change how numerical values are displayed in the data form • Enable retention of page dimensions Planning: Create and Manage Applications 18-19 . These selections can override default settings. Setting Individual Display Options You set individual display options on the Display Options tab. Hyperion.

you cannot select the same option for both the thousands and decimal separators. When you are working with a large number of pages. When you try to open a data form that exceeds the specified size limit. • If you select a setting other than the Use Application Default setting for either the thousands separator or the decimal separator. If there is a match. the “Page retention” setting applies both within a session and between sessions. You can choose to display a warning when data forms that are larger than a specified number of cells are opened. that member name is displayed in the drop-down list of the new data form that you select. 18-20 Planning: Create and Manage Applications . Only administrators can set the number of members to be displayed on each page. NOTE For the current application. a warning is displayed about the time needed to open the data form. Page Selection Options The most recently used dimension members from the page of the last data form that you used are remembered and compared to the members of each data form that you select. However. so that you can choose whether or not to open it. you can select among the pages more easily by using a Search drop-down list that Planning adds to the data form when the number of pages exceeds a value that you specify. then you must change both separators from the Use Application Default setting option. • Formatting selections take effect when you leave the data cell.Module 6 Lesson 18 Customizing Data Forms Designing Data Forms • Set aspects of page selection. Warning on Large Data Forms Unusually large data forms with numerous cells may require significant time to open. such as remembering the last page selected when navigating among data forms and allowing a search facility when the number of pages exceeds a certain number • Enable warning for large data forms • Set how many members to be displayed on each page • Increase the contrast of the Planning interface Keep in mind the following points about display options: • The options listed on the Display Options tab depend on the type of user.

Hyperion. Setting Individual Printing Options You set printing options directly from the data form when you are ready to print. NOTE You can accept the default settings or set your own options for creating PDF files. The options that you set from the Preferences page apply to all data forms to which you have access. Printing options for a data form are set by the data form designer when the data form is created. All rights reserved. To print to a PDF file. Planning: Create and Manage Applications 18-21 . or you can use Preferences to set printing options. you must have Adobe Acrobat Reader 4.Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Setting Individual Printing Options Copyright © 2007.0 or later installed.

Module 6 Lesson 18 Customizing Data Forms Designing Data Forms Setting Individual User Variable Options Copyright © 2007. you can create a data form that includes a user variable called MyRegion. you must select a value for the variable on the User Variable Options tab before you can open the data form. If you want to see different members on your data forms. you can select a different value. on which to focus. if your company has many cost centers. 18-22 Planning: Create and Manage Applications . Then. In this case. User variables are not related to security. user variables help you to open and navigate large data forms that contain many members. you must select a value. All rights reserved. such as entities in your own region. such as Central. For example. by selecting a member for MyRegion. before you can open the data form. Setting Individual User Variable Options By acting as filters that reduce the number of members that are displayed on a form. At any time. you receive an error message when you attempt to open the data form. If you do not set the user variable. such as South. you can change the user variable at any time. for MyRegion. Hyperion. for MyRegion. you can limit the number of pages that are displayed in the Page drop-down list. You can select dimension members. If a data form contains a user variable.

Module 6 Designing Data Forms Lesson 18 Customizing Data Forms Summary In this lesson. you should have learned to: • Export and import data forms • Create menus • Specify application default settings • Manage user variables • Set up user preferences Planning: Create and Manage Applications 18-23 .

Module 6 Lesson 18 Customizing Data Forms Designing Data Forms 18-24 Planning: Create and Manage Applications .

work with data offline and then synchronize data to the server. annotate.M O D U L E 7 Entering Data in Hyperion System 9 Planning 18 Overview The aim of this module is to provide an overview of how to enter and adjust plan data in Planning and Smart View. Lessons in this module include: • Entering Data • Entering Data Using Smart View . you learn how to take Planning data offline. In addition. You learn how to enter. adjust. and calculate data using data forms in Planning as well as in Smart View.

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L E S S O N 1 9 19 Entering Data Objectives At the end of this lesson. you should be able to: • Submit data in data forms • Adjust and annotate plan data • Calculate data in data forms • Enter data with smart lists • Navigate data forms with menus .

Submitting Data in Data Forms You use Planning to enter plan data in data forms. or cells • Export data to a spreadsheet • Launch business rules to perform predefined calculations on data that you enter 19-2 Planning: Create and Manage Applications . accounts. These are the data-entry tasks that you can perform: • Type data directly into cells on a data form • Spread data from summary to base periods automatically • Adjust existing data and add supporting details • Annotate planning units. you can enter data only if your administrator sets up a task that includes a form. You can enter data from the start page in Advanced mode by selecting forms in the view pane to work on in the content area. Hyperion. In Basic mode. In both modes.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Submitting Data in Data Forms Copyright © 2007. All rights reserved. you can enter and edit only data to which you have access.

it is displayed in the content area. data selection. Data forms are contained within the folders. View Pane The view pane lists the form folders that are set up for your application. Elements on the Enter Data Page There are several areas on the enter data page that assist you with navigation. Hyperion. a list of data forms within the selected folder is displayed on the view pane as well as in the content area. Content Area Data forms are displayed in the Planning content area. After you select a data form. All rights reserved.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Elements on the Enter Data Page Row Headings Point of View Toolbar Icons Page List Column Headings View Pane Content Area Copyright © 2007. Data forms displayed in the content area reflect the access rights that you have to the dimension members on the data forms. A data form provides an intuitive layout for you to work with the data in your plan from the Web. After you select a folder. and data entry. You can select a data form from this list. Planning: Create and Manage Applications 19-3 .

Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Elements of the Content Area for Data Entry The following table summarizes elements of the content area for data entry: Element Toolbar icons Description The toolbar includes icons to save. Row and column headings Point of view Page list Data-entry cells 19-4 Planning: Create and Manage Applications . and columns. grid spread. you can choose to hide or view the children of a parent member. and paste data. print. cut. task list status. whereas shaded cells are read-only. The page list is a drop-down list of members from one or more dimensions to be selected for data entry. Across the top of the data form is the point of view (POV) for the form. The rows and columns on the form show values for the currently selected page member. rows. Cells with existing data display data values. and help. adjust. Row and column headings show the members available on a data form.The toolbar also provides immediate access to task lists. mass allocate. You can enter data in cells that are not shaded. copy. The members displayed in the point of view show the context of the data in the pages. The toolbar provides a quick way of entering cell text and supporting detail as well as exporting spreadsheets and logging off. To make the data form easier to work with. You enter data in the cells at the intersection of rows and columns. refresh.

annotate planning units. You can use the Edit menu to adjust. grid spread. you can also launch business rules associated with the data form. view currencies for data forms that allow currency overrides. Planning: Create and Manage Applications 19-5 . you can refresh data values. view data form instructions. Data-Entry Menu Options From the File menu. mass allocate. You can use the View menu to switch between Basic and Advanced modes and work with task lists. you can save data values or print data forms. From the Edit menu. From the View menu. and paste data values. add or view cell text. From the Tools menu. You can also export data values to spreadsheets. All rights reserved. Hyperion. and add or view supporting detail. cut. and edit account annotations. copy.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Data-Entry Menu Options Copyright © 2007. you can launch business rules to which you have access.

Then you can select the link to view form instructions. • Select View > Instructions when working with an open data form. You see the instructions view link only if there are instructions for the form. Viewing Form Instructions When you define a data form.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Viewing Form Instructions Copyright © 2007. All rights reserved. You can access the form instructions in two ways: • Select a data form from the list of forms contained within a selected folder in the content area. 19-6 Planning: Create and Manage Applications . Hyperion. you can include information to help planners use the form to prepare plan data.

and you can replace the text with a value. Cells in which you can enter data do not have a shaded background. Hyperion. Color cues are provided for cells when: • Data was modified since the last save. Planning data forms use color cues to indicate whether a specific action was performed on a cell. it is displayed in the cell. • The cells contain supporting details. • The cells contain cell text. and you can type over it. If data exists for a cell. Planning: Create and Manage Applications 19-7 . Recognizing Cell Color Cues You enter data in Planning applications by typing values into the cells of a data form. If data does not exist for the cell.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Recognizing Cell Color Cues Cell with Modified Data Cell with Cell Text Locked Cell Cells with Supporting Details Display Only Cells Copyright © 2007. All rights reserved. When you define data forms. • The cells are read-only. the cell displays the text #missing. • The cells are locked. you have the option of displaying cells containing no data as blank.

For example. you cannot enter values for parents unless the version is a target version. • The currency for the cell is not set to Local. • The planning unit associated with the cell may be under review and owned by another user. 19-8 Planning: Create and Manage Applications . smart lists. In addition. you do not see updated totals for their parent Gross Margin until you save the data. When you enter a value into a bottom-level period. When you enter values into children of a parent member for dimensions other than Period. if you enter values for Sales and Cost of Goods Sold. NOTE Administrators can set up members so that text can be entered into cells on data forms. when you enter a value into the cell for a month. or text values. administrators can set up members as a data type of Currency to enable business users to key numerical values. the updated totals for the parent are not calculated until you save the data or calculate the data form. Display-Only Cells Cells that are display-only are shaded. The following conditions can cause cells to be display-only: • One of the dimension members associated with the cell is a parent.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Calculated Cells The values for some cells are calculated automatically. For example. date. You cannot type values in display-only cells. the totals for summary periods are updated immediately. the totals for the quarter and year are updated immediately. Because parent values are calculated from child values. • You do not have write access to one of the members associated with the cell. You cannot modify data for a planning unit that is under review unless you are the current owner of the planning unit or a budget administrator. In BPM Architect. • The periods may be outside the range that is valid for the current scenario. administrators can set up members to enable the input of percentages.

Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Navigating Data Forms Special Keys: Enter Tab Shift +Tab Esc Ctrl + z Ctrl + c Ctrl + x Ctrl + v Jan 30000 1000 #missing Feb 30000 1000 #missing Mar 30000 1000 #missing 90000 3000 #missing Expanded Q1 Apr 30000 1000 #missing 90000 3000 #missing Hiding children Collapsed Q1 Expand and Collapse: Showing children Copyright © 2007. Hyperion. All rights reserved. Navigating Data Forms The following table summarizes the special keys that you can use during data entry. Key Enter Tab Shift+Tab Esc Ctrl+z Ctrl+c Ctrl+x Ctrl+v Result Enters the value that you typed and moves the cursor to the cell below the current cell Enters the value that you typed and moves the cursor to the next cell in the row Enters the value that you typed and moves the cursor to the previous cell in the row Cancels the value that you typed and restores the previous value Cancels the value that you typed and restores the previous value Copies the selected range of cells to the clipboard Cuts the selected range of cells to the clipboard Pastes content from the clipboard Planning: Create and Manage Applications 19-9 .

Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data You can choose to hide or view children of parent members. Showing and hiding children enables you to navigate forms more easily when the data forms contain a large number of members in the rows or columns. 19-10 Planning: Create and Manage Applications .

Copyright © 2007. Planning: Create and Manage Applications 19-11 . The following rules apply when you paste data into a form: • If the size of the selected destination area is an exact multiple of the size of the copied area. Hyperion. data is repeatedly pasted into the destination area. All rights reserved. • Data that is copied and pasted from Excel to Planning retains the formatting that is set up in Excel. you can copy and paste data values from one data form to another data form or from another application such as Microsoft Excel.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Copying and Pasting Data Copy and paste data values from within one data form to another data form. to fill the six destination rows. • You cannot paste data in display-only cells. Copying and Pasting Data If your Web browser is Microsoft Internet Explorer 5. Planning pastes the contents of the two rows three times. Copy and paste data values from other applications such as Excel to a data form. For example.5 or later. if you copy the contents of two rows and then select six rows to paste the data into. not the values that are displayed based on the precision setting. • Planning copies and pastes the actual stored values of cells.

19-12 Planning: Create and Manage Applications .Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data • When you paste data to summary periods. So. starting from left to right and top to bottom. the data resulting from a paste operation may not match the original copied data. Planning applies spreading rules for each cell in succession.

Asset Units. In addition to being able to set members for input of numerical values. then totals are not calculated on data forms.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Working with Non-Aggregated Data Copyright © 2007. Planning: Create and Manage Applications 19-13 . For example. Working With Non-Aggregated Data Administrators can flag members as non-aggregating. All rights reserved. you can set members for input of text or date input. You flag cells by selecting the non-aggregating option property 'Never' in BPM Architect. you can flag Asset Description. and Asset Rate members as non-aggregating members and therefore totals will not appear for those cells. Hyperion. If you flag members so that they do not aggregate.

All rights reserved. After you save the data. the last saved values replace all values that you entered but did not save. you save the information to the Planning application database. If you want to clear entered values without saving them. Saving and Refreshing Data After entering or editing values in a data form. the form is refreshed with the last saved values from the applications database. When you click the Refresh button.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Saving and Refreshing Data Copyright © 2007. Hyperion. the form totals are recalculated to reflect the new data for members that are calculated dynamically. 19-14 Planning: Create and Manage Applications . you use the Refresh button.

Revenue and Expense Accounts If no data currently exists or if data is all zeros. When you enter a value into the Year Total member. How values are spread depends on the account type and the data type. it is automatically distributed to the quarters and months. All rights reserved. the quarters in the year are automatically set to 75.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Spreading Data You can spread data from summary periods to base periods Jan Revenue or Expense (Flow) Asset. a value entered in a summary period is divided evenly among the children of the summary period. Spreading Data To make data entry more efficient. Hyperion. Liability. Planning: Create and Manage Applications 19-15 . and the months in each quarter are automatically set to 25. For example. When you enter a value into a quarter. Planning automatically distributes values from summary periods to base periods. if you enter 300 into Year Total. it is automatically spread to the months. or Equity (Balance) Percentage Weekly Distribution (4-4-5) 1000 1000 25 923 Feb 1000 1000 25 923 Mar 1000 1000 25 1154 Q1 3000 1000 25 3000 Type ! (Shift + 1) to lock or unlock a cell or group of cells. Base periods are the bottom-level members of the Period dimension. Jan Cell Locked Before After Jan 100 100 Feb 100 300 Mar 200 600 Q1 400 1000 Jan Cell Not Locked Before After Jan 100 250 Feb 100 250 Mar 200 500 Q1 400 1000 Copyright © 2007.

Weekly Distribution Some accounts in your application might be set up to use the weekly distribution option. during which time Planning calculates and fills in values for the remaining base period cells. For example. the value entered in a summary period is set for each of the base periods. the new monthly values are January=50. For example. If you change the value of Q1 to 200. Planning treats the first month in a quarter as if it has five weeks and the last two months as if they have four weeks. You can spread data across periods based on various calculations and visually review the changes before saving them to the database. For example. distributes values to the weeks. January. Liability. if the 5-4-4 distribution option is selected. 19-16 Planning: Create and Manage Applications . and March are set to 1000. and Equity Accounts If no data currently exists or if data is all zeros. February. and Weighted Average-Actual_Actual. Planning treats quarterly values as if they were divided into 13 weeks and. When the weekly distribution option is selected for an account. and March are all set to 25. February=50. then January. For these accounts. February. The time balance options available are First. Average. if you enter 1000 into Q1. If values exist for the base periods and you enter a new value for the summary period. the base period affected is determined by the time balance option associated with the account. the value is allocated to each base time period. your current distribution might be January=100. For example. Weighted Average-Actual_365. Balance. and Q1=400. February=100. NOTE You can temporarily lock the values of one or more cells to preserve existing values when spreading data. and March=100. if you enter 25 in quarter 1. March=200. Percentages Some accounts have the data type Percentage. The time balance options and their effect on spreading data values is covered in greater detail in the next topic in this lesson. using the pattern specified by your budget administrator. the existing proportional spread is preserved.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data If values exist for the base time periods. regardless of the account type or of whether data exists. Asset.

Revenue and Expense account types typically use the time balance option of Flow. Balance The Balance time balance option (also referred to as time balance last) displays the value of a summary period equal to the value of the last base period. First.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Time Balance Options Jan Flow First Balance Average Weighted Average-Actual_365 Weighted Average-Actual_Actual Weighted Average-Actual_365 (100*31 + 150*28 + 200*31)/90 = 150 Weighted Average-Actual_Actual* (100*31 + 150*29 + 200*31)/91 = 150 100 100 100 100 100 100 Feb 150 150 150 300 150 150 Mar 200 200 200 200 200 200 Q1 450 100 200 200 150 150 *29 Days in Feb during a leap year Copyright © 2007. All rights reserved. the Quarter 1 balance is 200. Liability. Average. and Weighted Average-Actual_365. Weighted Average-Actual_Actual. and Equity account types: Balance. if the balance for Inventory for March is 200. Planning: Create and Manage Applications 19-17 . For example. Time Balance Options The following time balance options can be used with Asset. Hyperion.

if the Inventory values are January=100. February is 150. if the balance for Inventory for January is 100. the Quarter 1 balance is 200—the average of the three months’ balances.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data First The First time balance option displays the value of a summary time period equal to the value of the first base period. February has 29 days. For example. February=300 and March=200. Average The Average time balance option displays the value of a summary period equal to the average of the base periods. February always has 28 days and Year always has 365 days. each month assumes the actual days of the current year. the Quarter 1 balance is 100. the Quarter 1 balance is 450. if the sales for January is 100. and March is 200. 19-18 Planning: Create and Manage Applications . For example. When Weighted Average-Actual_Actual is selected and the year is a leap year. For example. Flow The Flow time balance option displays an aggregate of all data values for a summary time period as a total for the period. Weighted Average-Actual_365 and Weighted Average-Actual_Actual There are also weighted average time balance options. If you select Weighted AverageActual_Actual. each month assumes the actual days of a non-leap year. If you select Weighted AverageActual_365.

and supporting detail cells.73 272. The user has the option to view and validate results before saving data. All rights reserved. 4-4-5.73 272.73 272.73 272.18 818.73 272.73 #missing Mar 272. • The Grid Spreader ignores read-only.73 272.73 272. locked. the Grid Spreader can also be used to run fill. The spread is based on the existing values in the targeted cells.18 818.73 272.18 818. Spreading Data Using Grid Spreader Using Grid Spreader.73 272.18 818.73 272.73 272. pattern-based allocation. the grid is reloaded with the changed cells displayed.73 272.18 818.18 818.18 818.73 #missing Q1 818.73 272.73 272.18 818.73 272.73 272.73 272.18 #missing Copyright © 2007.73 272.73 272. • With updates to the spread pattern table. Hyperion.73 272.73 #missing Feb 272.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Spreading Data Using Grid Spreader Enable Grid Spreader on the Other Options tab of Data Forms FY07 Jan Catalog Commercial Direct Distributor Education Government Indirect Mail Order Online Retail Special Events All Channels 272. • Users can use the Grid Spreader only to spread data to the cells to which they have access.73 272. Keep the following points in mind when using the Grid Spreader: • Grid Spreader supports proportional spreads. business users can specify a value that is proportionally spread across multiple dimensions on a data form.18 818.18 818.73 272.73 272.73 272.73 272.73 272. and evenly split.73 272.73 272. Planning: Create and Manage Applications 19-19 .73 272.73 272. After grid spread is run.

Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Spreading Data Using Mass Allocation Copyright © 2007. pattern-based allocation. 4-4-5. 19-20 Planning: Create and Manage Applications . The results are saved to the database. Hyperion. Spreading Data Using Mass Allocation Mass Allocation enables predefined users (in Shared Services) to allocate across multiple dimensions. • With updates to the spread pattern table. the grid is reloaded. and evenly split. • Mass Allocation security is based on roles similar to business rules. Mass Allocation supports fill. All rights reserved. Keep the following points in mind when using Mass Allocation: • Mass Allocation supports proportional and relational spreads. After the rule is run. Mass Allocation executes calculation scripts and business rules against the Analytic Services server and all dimension combinations. and the mass allocation results are displayed.

you may need to adjust some values on a percentage basis. perhaps due to a change in market conditions or due to revised performance expectations. Adjusting and Annotating Plan Data After entering your starting point plan data. perform ad hoc analysis through flexible data-entry commands or by locking data values when you spread data. and planning unit. All rights reserved. You can use the Adjust Data feature to increase or decrease by a percentage the value in any cell or range of cells that contains data. During the data-entry and review process. revised performance expectations. You may need to document these changes in the form of annotations or supporting details. account. or new corporate assumptions. Hyperion. and enter supporting details. Planning provides several options to assist you with this task. You can also annotate your assumptions at three levels: cell. You can adjust data values by percentages. you may need to adjust data values due to a change in market conditions.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Adjusting and Annotating Plan Data Increase or decrease plan data by a percentage Perform ad hoc analysis — Spread data with cell locking — Use flexible data-entry operators Add annotations — Cell text — Account annotation — Planning unit annotation Enter supporting detail Copyright © 2007. Planning: Create and Manage Applications 19-21 .

Hyperion. 19-22 Planning: Create and Manage Applications . — See the impact of various scenarios before saving the data. and Percentage %. Divide /. Performing Ad Hoc Analysis You can apply what-if scenarios to existing values to see the impact of various conditions before saving data. The table shown in the slide provides examples of the impact of using the flexible data-entry operators. you can perform various what-if calculations and visually review the changes. Subtract + -. Multiply *. This capability is especially useful for manipulating values in specific accounts to produce desired results. Before committing data: — Perform what-if calculations and visually review the changes. You can manipulate and experiment with data values in one of the following ways: • Lock a value when you spread data • Change existing values by entering an operator (flexible data entry) • Export data to a spreadsheet Before committing data by saving it. All rights reserved. You can change an existing value by using the operators: Add +.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Performing Ad Hoc Analysis Ad hoc analysis is especially useful for manipulating values in specific accounts to produce desired results. Operation Add + Subtract + Initial Value 100 100 100 100 100 Input Text +50 +-50 *5 /5 %25 Result 150 50 500 20 25 Flexible Data Entry Multiply * Divide / Percentage % Copyright © 2007.

Hyperion. Keep in mind the following information about exporting data from a form: • Planning does not export numerical formatting to Excel. currency tags.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Exporting Data to Spreadsheets Copyright © 2007. form folder name. member aliases. • Every time you click Spreadsheet Export. • Values pasted back to Planning from Excel must be nonformatted data. Planning: Create and Manage Applications 19-23 . Use the Close button to close any instances that you do not need. and percentages are not exported to Excel. Exporting Data to Spreadsheets You can export data from a Planning data form to Excel to explore what-if scenarios in Excel before copying and pasting values back to Planning. All rights reserved. Also. • Excel supports the Internet Explorer browser. a new instance of Excel is opened in the browser. dimension attributes. user name. account annotations. the application name.

this is referred to as cell text. Planning unit annotations can be printed by budget administrators through Administration > Reporting or through Financial Reporting. You can add annotations at different levels depending on how general or specific the explanation needs to be.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Adding Annotations Cell text Account annotations Planning unit annotations Supporting details Copyright © 2007. 19-24 Planning: Create and Manage Applications . Hyperion. All rights reserved. this is referred to as a Planning Unit annotation. Annotations and supporting details are stored in the Planning relational repository. and supporting detail. including cell text. account annotations. General comments can be added at the Planning Unit level. they are not refreshed in the Analytic Services database. You can print the data contained in a data form. Adding Annotations You can add documentation to your plan in the form of annotations. very specific annotations can be entered at the cell level. For example.

Adding Cell Text and Account Annotations If you have read access to a cell. You can add cell text at the summary time period level and across multiple dimensions at any level. You can add account annotations or comments during data entry. you can build and communicate bottom-up values. With supporting detail. Hyperion. You can also add cell text for non-level-zero members (in bottom-up versions). You can use supporting detail and account annotations in addition to cell text to add comments to data. Account annotations are associated with a specific account for a planning unit. Account annotations are displayed in a column on the data-entry form. you can add comments to accounts. and read-only cells. calculated cells (Dynamic Calc). You can view comments that other users have entered. with account annotations.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Adding Cell Text and Account Annotations Account Annotation Copyright © 2007. you can add annotations called cell text to the cell at any level. Planning: Create and Manage Applications 19-25 . All rights reserved.

Enter and submit the text for the new annotation for the planning unit. columns. View the existing record of annotations associated with the planning unit Copyright © 2007. Hyperion. Enter a name for the annotation. The table on the slide summarizes the sections on the Annotations window. 19-26 Planning: Create and Manage Applications . and an entity member.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Adding Planning Unit Annotations Section Description Scenario. Planning unit annotations are general comments that pertain to the planning unit as a whole. or cells on the data form. A planning unit is a combination of a scenario. Entity Enter Title Enter Text Existing Annotations Select the scenario. version. Adding Planning Unit Annotations You can add annotations to a planning unit. a version. All rights reserved. rather than to individual rows. Version. and entity that compose the planning unit for which you want to add or view annotations.

Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data

Adding Supporting Detail

Copyright © 2007, Hyperion. All rights reserved.

Adding Supporting Detail
You can use supporting detail as a built-in calculator for developing data that is not in the member outline. It also provides a way for you to drill down into data and to better understand the basis of the data. Supporting detail helps you build and communicate bottom-up values when planning corporate expenses, such as travel, salary, and projects, for which you need to calculate aggregate values. Supporting detail can include text, values, and operators that define how data is aggregated. Additional information about supporting detail: • Supporting detail does not change members in the Analytic Services outline structure. • To create, change, or delete supporting detail, you must have write access to cells. You must have read access to view supporting detail.

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19-27

Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data • To protect values, you cannot enter, adjust, spread, or save data in aggregate values (summary periods) that have supporting detail. The aggregate values are read-only. You can add supporting detail only to base periods. • You can add supporting detail to both target and bottom-up versions. • Any number and precision formatting that is set up is not reflected in the Supporting Detail window. • The sequence of operators in supporting detail follows the logic that Analytic Services uses to process multiple operators in a complex calculation. • When you use Copy Versions, you can copy supporting detail from one version to another. You can also copy supporting detail using the Copy Data task. • When you delete supporting detail for a cell, you can set how the information is synchronized with Analytic Services. The information can be set in Analytic Services to #MISSING or left it as it was before the supporting detail was deleted. • When you enter or change supporting detail, you can copy and paste the information to multiple cells simultaneously.

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Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data

Calculating Data in Data Forms
Edit > Launch Rules (associated with data form)

Tools > Business Rules

Copyright © 2007, Hyperion. All rights reserved.

Calculating Data in Data Forms
After you enter data in data forms, new totals need to be calculated for parent members. By default, two calculation scripts are associated with data forms—Calculate Data Form and Calculate Currencies calculation scripts. In addition to these two default calculation scripts, you can launch any business rule to which you have access. You can associate user-defined business rules with a data form. The following points describe how values are subtotaled and totalled in data forms: • Dimension member subtotals are calculated based on factors such as the hierarchies and logic of the Analytic Services outline and the member properties. • When data is saved, Analytic Services automatically calculates members that are set to be calculated dynamically. Parent members that are not set to be calculated dynamically are not updated.

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Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data • For calculated parent members on a data form that are not set to be calculated dynamically, you need to run the Calculate Form calculation script. All subtotals in the data form are recalculated based on their member’s aggregation properties and the form’s design and layout. • Calculations are based on stored values, which are not necessarily the same as the displayed values. For example, the values that you see on the form might be based on scaling or precision settings.

19-30

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Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data

Calculate Data Form Calculation Script
Data Saved Before <Calculate Data Form> Parent Member Not Updated

After <Calculate Data Form> Parent Member Updated

Copyright © 2007, Hyperion. All rights reserved.

Calculate Data Form Calculation Script
Launching the Calculate Data Form calculation script from Planning requests that an Analytic Services calculation script calculate new totals for just the members displayed on the data form. For example, if Northern Europe and its children Germany and Nordics are on a data form, when you save the data and launch the Calculate Data Form calculation script, a new total is displayed for Northern Europe. Since Europe, the parent of Northern Europe, is not on the data form, a new total for Europe is not calculated The Calculate Data Form calculation script can be set to automatically run when you save data.
NOTE

If you have read but not write access to some members, subtotals correctly include the members’ values even if the members are read-only.

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Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data

Calculate Currencies Calculation Script
Data Saved Before <Calculate Currencies> Reporting Currencies Not Converted

After <Calculate Currencies> Reporting Currencies Converted

Copyright © 2007, Hyperion. All rights reserved.

Calculate Currencies Calculation Script
If the data form includes base and reporting currencies, you need to run the Calculate Currencies calculation script to convert base currency values to reporting currency values. Launching the Calculate Currencies calculation script from Planning requests that Analytic Services run a calculation script to convert base currency values to reporting currencies only for members displayed on the form. For example, if the reporting currencies USD and EUR are on a data form, when you save the data and launch the Calculate Currencies calculation script, the converted values for USD and EUR are calculated. If you also have JPY defined as a reporting currency, its values are not calculated because it is not on the form. The Calculate Currencies calculation script can be set to automatically run when you save data.

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Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data

Business Rules

Price per New Computer

X

Headcount of New Employees

=

New Computer Expense

Copyright © 2007, Hyperion. All rights reserved.

Business Rules
If you need to allocate or calculate values based on drivers or assumptions, you can set up business rules. You must have access rights to the business rule to be able to launch it. You can launch business rules by selecting Tools > Business Rules if you are in Advanced Mode. If you are in Basic Mode, you have access to business rules only if they are defined in your task list. Business rules can also be associated with data forms. To launch business rules associated with a data form, select Edit > Launch Rules. Business rules associated with data forms can be set to automatically run when you save data. You can also launch business rules associated with a data form by clicking on the business rules listed in the view pane.
NOTE

Creating business rules is covered in detail in a subsequent lesson.

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Instead.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Entering Data with Smart Lists Customer_Service_Class uses a smart list. Network Sales. Remember that if you use smart lists to choose values from a drop-down list for certain data cells. no data values can be keyed into those cells. Chip Sales. You can then select one of the smart list options as the value for the cell. you can enter data on data forms by selecting from a drop-down menu. you can click the arrow to expand the smart list. and Computer Sales use data values. For cells whose members are associated with smart lists. After you click in a cell that is associated with a smart list. Hyperion. Entering Data with Smart Lists Smart lists are custom drop-down lists that you can access from data form cells. 19-34 Planning: Create and Manage Applications . Copyright © 2007. All rights reserved. After setting up smart lists and associating them with data forms. you select a value from a drop-down list. data cannot be entered by typing a value.

you can right-click in the area on the data form that contains that dimension. All rights reserved. then the menu is available when you click on Account members on the data form. Selecting none as the required dimension makes the menu available when you right-click in the data form. If you specified a required dimension for your menu item.Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Navigating Data Forms with Menus 1. Enter Software Rate (Account 6020) 4. Click Headcount business rule to 1 calculate accounts 2 3 5240 and 5350 5 4 Copyright © 2007. Right-click on the Account column 5. For example. Navigating Data Forms with Menus After creating a menu and associating the menu with a data form. Planning: Create and Manage Applications 19-35 . Hyperion. if you select Account as the required dimension. Add Headcount (Account 6000) 2. Enter T&E Rate (Account 6010) 3. you can use the menu by right-clicking on the data form.

Module 7 Entering Data in Hyperion System 9 Planning Lesson 19 Entering Data Summary In this lesson. you should have learned to: • Submit data in data forms • Adjust and annotate plan data • Calculate data in a data form • Enter data with smart lists • Navigate data forms with menus 19-36 Planning: Create and Manage Applications .

L E S S O N 2 0 20 Entering Data Using Smart View Objectives At the end of this lesson. calculate. adjust. you should be able to: • Describe Smart View • Enter. and analyze Planning data using Smart View • Work with Planning data .

Analytic Services. and Outlook • Utilize Office smart tags to add single data values and import reports • Distribute and share Office documents by logging on only once to the data source • Expose functions for Financial Management and Analytic Services content in Word. PowerPoint. Hyperion. and Hyperion System 9 BI+ Production Reporting ™. Interactive Reporting. Tasks that previously were repeated across products are now performed only once. The use of a single interface enables you to utilize multiple products simultaneously. All rights reserved. PowerPoint. Tight integration of Smart View with Office enables you to perform the following tasks: • Import content into the Microsoft products Excel.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Smart View Overview Planning Financial Management Analytic Services Hyperion System 9 Applications+ Interactive Reporting Production Reporting Financial Reporting Web Analysis Hyperion System 9 BI+ Smart View Client Copyright © 2007. and Outlook 20-2 Planning: Create and Manage Applications . Smart View provides integration with Microsoft Office not only for Planning but also for Financial Management. Financial Reporting. Smart View Overview You can use Smart View to enter and analyze data from a single Excel interface. Word. Web Analysis.

• From Production Reporting. or PowerPoint. Production Reporting. you can import reports. PowerPoint.0. Hyperion. and reports (first page only). you can import charts. dashboards. • From Interactive Reporting. and charts from the following products: • From Financial Reporting and Web Analysis. Word.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Integrating Smart View with Office Excel: Data-entry forms Ad hoc analysis Functions BI+ content Word. Importing charts is not supported in Release 9. Integrating Smart View with Office You can use Smart View to import Hyperion System 9 BI+™ content from Financial Reporting. dashboards. All rights reserved. Planning: Create and Manage Applications 20-3 . Interactive Reporting. BI+ content can consist of reports. you can import reports. and Outlook: Functions BI+ content Copyright © 2007. and Web Analysis into Excel.

Hyperion. The slide shows that Planning and Financial Management have their own Web servers built into the application tier. Smart View Architecture Smart View incorporates powerful architectural features to handle a wide range of analytic applications across large multiple-user environments. Analytic Services requires a separate installation for Smart View Provider.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Smart View Architecture Smart View Client Data Source Connection XML HTTP(s) Analytic Services Provider Java API Infrastructure Planning Provider Planning Application Server TCPIP / DCOM Financial Management Provider Financial Management Application Server Data Model Client Tier Web Tier Application Tier Analytic Services RDBMS Data Tier Copyright © 2007. 20-4 Planning: Create and Manage Applications . Analytic Services does not have its own application server. As a result. The slide provides a highlevel view of the integrated information flow between source data and the Smart View client. All rights reserved.

which displays a list of providers to which you have access. you can use Connection Manager to connect to the data sources. You can add data sources for Planning. Interactive Reporting.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Establishing Data Source Connections 1 2 3 Copyright © 2007. You can add. After you add data sources in Connection Manager and they are displayed. Hyperion. Financial Management. Planning: Create and Manage Applications 20-5 . Establishing Data Source Connections Before you can analyze data using Smart View. use Connection Manager. and Production Reporting. Web Analysis. or you can use Shared Services. To manage your data source connections. Financial Reporting. you must establish connections to your data sources. You can establish multiple connections per Excel instance. if you know the URL. The connections managed by Connection Manager have no relationship to worksheets. Analytic Services. delete. and modify connections per Excel instance. You can connect to a data source directly. All rights reserved.

c. Click Add. and select URL Provider. To add a data source connection: 1. The Add Data Source dialog box is displayed. The Connect to Data Source dialog box is displayed. b. 2.http(s)://<servername>:<portnumber>/aps/SmartView Planning . If you try to connect to a data source that is disconnected.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View You can see whether a data source is connected or disconnected by viewing the icon next to the data source name in Connection Manager. From the Location drop-down list. using the following format: Analytic Services . If you are authenticated by external authentication. In Office. 20-6 Planning: Create and Manage Applications . select Hyperion Provider. d. Alternatively. you are prompted to log on. From the Provider drop-down list. Click Next. you are not prompted to log on. The Connection Manager dialog box is displayed.http(s)://<servername>:<portnumber>/HyperionPlanning/SmartView NOTE The default URL is http://localhost:13080/aps/SmartView. enter the URL in the list. 3. select Hyperion > Connection Manager. Perform the following actions: a. Optional: Select Create as default connection to make this connection your default database connection. select the Smart View provider URL.

and click Finish. Enter your user name and password. and click Next. and click Connect. 6.) 4. The connection is now available for selection in Connection Manager.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Establishing Data Source Connections (Cont. Planning: Create and Manage Applications 20-7 . The Add a Connection Name dialog box is displayed. Select a database from the list. The Select Database or Repository dialog box is displayed. All rights reserved. Enter a name and description for the connection. Establishing Data Source Connections (Cont.) 4 5 6 Copyright © 2007. Hyperion. 5.

adjust data. The Planning server performs validity checks involving user security. You can view form instructions. When you use data forms with Smart View. and form definition changes in order to synchronize data.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Planning and Smart View Open Planning data forms in Excel Work online or offline — Use Planning data forms even when disconnected from the Planning server — Synchronize data back to the Planning server with validity checks View instructions Adjust data Enter cell text Lock and spread values to base periods Enter supporting detail Calculate data Enter and preserve formulas Copyright © 2007. manipulate data by using ad hoc adjustments. metadata access. enter supporting detail and cell text. The server then saves only incremental changes to the cells that were changed or modified after the data form was opened in Excel. you have the same functionality as you have with data forms in Planning. lock and spread values to base periods. All rights reserved. 20-8 Planning: Create and Manage Applications . and launch business rules. Planning and Smart View You can work with Planning features when using Smart View. You can open Planning data forms in Excel. and you can work with online data forms while connected to the Planning server or offline data forms for additional flexibility. Hyperion.

Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Opening Data Forms in Smart View To open a Planning data form in Smart View. you can select a data form to work with in Excel to enter and adjust data using Smart View. All rights reserved. select Hyperion > Forms > Select Form Copyright © 2007. Planning: Create and Manage Applications 20-9 . NOTE Smart View does not support Hyperion System 9 Workforce Planning™. Many functions that you use during data entry in Planning are also available when you work with data forms in Smart View. Opening Data Forms in Smart View After connecting to a Planning data source. You have access to the same data forms that you have access to in Planning. Hyperion.

you can change the page selections and then click Go in the same manner as you would in Planning. up. Press Enter to move to the next cell in a column and Shift+Enter to move to the previous cell in the column. or down. 20-10 Planning: Create and Manage Applications . you can use the arrow keys to move forward. Press Tab to move to the next cell in a row. If you want to work with a specific slice of data. backward. Navigating Data Forms in Smart View After you open a data form in Smart View. and there are shortcuts on the Smart View toolbar.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Navigating Data Forms in Smart View Toolbar Page List Point of View Column Headings Data Input Cells Row Headings Cells with Supporting Detail Parent Member Copyright © 2007. Press Shift+Tab to move to the previous cell in the row. Functions are available from the Hyperion menu. Hyperion. All rights reserved.

Add or view cell text and supporting detail. All rights reserved. Hyperion. Adjust. In other words. Spread data values. create formulas.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Entering Data in Smart View Using Data Forms Utilize full Excel functionality. especially when data forms are offline. Copyright © 2007. Planning: Create and Manage Applications 20-11 . Add or modify data values. and paste data values. and format data. You can use Excel functionality to view data and text. copy. but you can set up usermodified areas on a spreadsheet. Entering Data in Smart View Using Data Forms You can utilize the full functionality of Excel with Planning data forms both online and offline when you work in Smart View. This customization is not lost when you refresh the data form or when you open a new Planning data form in Excel. you have greater analytic capability on the fly. You cannot modify the structure of a Planning data form. Set up customized areas of the spreadsheet. You can define and save numeric analyses and calculations for the data in a Planning data form.

you need to save your changes in the Planning application. 20-12 Planning: Create and Manage Applications . You can also add supporting detail to build and communicate bottom-up values. replace the data value with #missing. Annotating Plan Data You can add cell text to a cell at any level. only the value—not the supporting detail—is copied and pasted. The rules for copying and pasting apply in all situations in grids except one: If you copy and paste a value with supporting detail. You can increase or decrease values by a percentage or numeric value as well as multiply or divide by a fixed value. Flexible data-entry operators are not available in Smart View. Data values are updated directly to the Analytic Services database. You can also copy and paste data values in a grid. You can spread values from summary periods to base periods.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Entering Data You can add data values by entering them in input cells. You can select a range of cells by using the same techniques that you use for data entry in Planning. You cannot use cell locking when you spread data in Smart View. supporting detail and cell text are updated directly to the Planning application relational database. If you want to eliminate data from a cell that has a data value. Submitting Plan Data After entering and adjusting data. The same rules apply when you spread values using Smart View as when you use Planning. Another way to replace a data value with #missing is to select the cells that you want to replace with #MISSING and press the Delete key. you use the Adjust Data dialog box. you cannot adjust a data value if a cell is read-only or contains supporting detail. You cannot add account annotations or annotate planning units from Smart View. In Smart View. You do this by selecting Hyperion > Submit Data. Adjusting Data To adjust values in Smart View. You can modify data values by typing over existing values.

Spreading logic ignores formulas in child cells. Adding Formulas to Data Forms You can create Excel formulas to manipulate or analyze the data in data forms.xls worksheets in the future — expand or collapse rows or columns Copyright © 2007. • If you use the Suppress #Missing Rows feature on a cell that has a referential formula. Feb. that cell is ignored when the value for Q1 is spread. the cell relationship is absolute. if you enter a formula in Feb. You can save the formulas with the Excel workbook so that they are preserved when you use the workbook again. • If you move a referential formula. its cell references are updated to reflect its new location. Planning: Create and Manage Applications 20-13 . However. Formulas interact with other functionality in the following ways: • You can spread data values using a formula in a summary parent cell. you could enter a formula in Q1 whose calculated value is spread over Jan. and March. the cell references are not updated. not relative. All rights reserved. Hyperion. For example.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Adding Formulas to Data Forms You can create formulas — inside or outside data form grids — on cells that contain cell text You cannot create formulas — on read-only cells or cells that are locked — on cells that have supporting detail Formulas are preserved even when you — refresh data forms — open saved .

You lose temporary access to the formulas even if you save the formulas with the workbook when: • You change the current page.xls file with the new formulas under the following conditions: • You change the current page. you are prompted to save the workbook as an . • You take the data form offline. data form. or data source. 20-14 Planning: Create and Manage Applications . • You take the data form offline.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View If you create formulas in a data form. • You connect to a different data source. • You select a different data form.

You have the same data calculations options available to you in Smart View as you have during data entry in Planning. you need to calculate new totals for parent members. you are prompted to enter information. Planning: Create and Manage Applications 20-15 . You see the calculation scripts that you have access to listed by plan type.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Calculating Data in Smart View Hyperion > Calculation Options > Rules on Form Hyperion > Calculation Options > Business Rules Copyright © 2007. All rights reserved. The data form in Excel is updated with the new data. Hyperion. After the business rule is executed. You can launch business rules and calculation scripts that recalculate data in Analytic Services. Calculating Data in Smart View After entering data in a data form. If a runtime prompt is part of a business rule. the values in the Analytic Services database reflect the results of the calculation.

view instructions. For example. and create formulas to manipulate data. Thus. Data forms associated with a connection are saved locally on your hard drive. Working offline. you can take data forms offline. Offline Planning Overview You can work with Planning data forms from remote locations when you are not connected to a Planning server. 20-16 Planning: Create and Manage Applications . add supporting detail. Working offline allows you to take a Planning data form in Excel and establish an impromptu local connection to a data source without being connected to the Planning server. including offline calculations and business rules Copyright © 2007. you can enter and save data to the Planning server. By synchronizing the locally saved data with the server. run business rules.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Offline Planning Overview Offline Planning . You can disconnect from the Planning server and work offline and still be able to use comparable online functionality.work with data while not connected to the Planning application Work with Offline MyAnalytics cube Robust support for Web-based Planning functionality. When you take a data form offline. enter and adjust data. you can continue to work on plan data and perform what-if scenarios when you do not have access to the Planning server. the Planning server flags the data form status as offline. Hyperion. you ensure that the data form uses the most recent information. All rights reserved.

2. Select the dimensions and members to take offline. Taking Data Forms Offline You use the Take Offline Wizard to take data forms offline. All rights reserved. Hyperion. The dimensions and members are those displayed in the Page drop-down lists of the forms you take offline. Select the data forms to take offline. To take data forms offline: 1. The Take Offline Wizard is launched. and click Next. 3.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Taking Data Forms Offline Copyright © 2007. Planning: Create and Manage Applications 20-17 . Select Hyperion > Forms > Take Offline.

” is displayed. Close Excel. and click Finish. You can select the offline connection name over multiple Excel sessions. the message “Forms are successfully downloaded. 20-18 Planning: Create and Manage Applications . Create an offline connection. dimensions. 6. The Download Status window displays the names of the outline. giving it a unique name. When the download process is complete. forms.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View 4. NOTE To take a data form or group of data forms offline. you must select them and give them an offline connection name. Click OK. and members that are being downloaded for the offline connection. 5.

such as viewing form instructions. and select the offline connection. adjusting data. Most client-side capabilities. Hyperion. Working with Planning Offline You can work within Excel using the offline connection that you created. in offline mode. (You cannot select a section of cells that include a combination of rows and columns.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Working with Planning Offline Copyright © 2007. 2. remain available when you work offline. to add supporting detail. and adding supporting detail. Launch Excel. you can select a range of contiguous cells in a row or column if you are working online. entering cell text. you can select cells only on a cell-by-cell basis. For example.) However. All rights reserved. to add supporting detail. There are some differences in the capabilities for performing some tasks. Select Hyperion > Connection Manager. Planning: Create and Manage Applications 20-19 . To work with Planning offline: 1.

You can save data forms in the local data source when you work offline. The following rules apply when data is submitted: • Dimensions must be displayed in the axis in which they were displayed before the data was synchronized. 20-20 Planning: Create and Manage Applications . NOTE If some submitted cells are no longer on the data form. Whether you are working offline or online. pages. columns. • Pages must be displayed in the order in which they were displayed when the form was loaded. Select the data forms and members with which you want to work.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View 3. If you also save the Excel workbook. NOTE Saving data forms using an offline connection saves the changes locally to your computer. You have the option of saving a single worksheet or multiple worksheets when you work offline. only the cells to which you have write access and that exist on the new data form definition are saved. it is recommended that you submit data to the data source so that the server is updated with the latest data from the worksheet. • The order of the dimensions in the rows or columns can be changed. and points of view). 4. Select Hyperion > Submit Data to save the changed data to your computer. This stipulation is true for all axes (rows. you save only the data at the currently selected dimension member combination.

Hyperion. Log on to the server by typing your login ID and password. The Sync Back Wizard dialog box is displayed. Use Connection Manager to connect to the same offline connection. Synchronizing Data to the Server You can save changed data to the Planning server by synchronizing your data. you can synchronize at the workbook level or at the worksheet level. Select Hyperion > Forms > Sync Back To Server to save the changed data to the Planning server. 2. All rights reserved. To synchronize data to the ser ver: 1. When you synchronize your data. Planning: Create and Manage Applications 20-21 .Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Synchronizing Data to the Server Copyright © 2007. 3. and click Next. Synchronization is important because updated data is sent back to the server so that the Planning application reflects the work performed remotely.

Optional: Select to delete offline data and application after synchronization. 7. 6. and click Next. NOTE If someone else changed data for the same cells. Select the page members to synchronize back to the server. “Sync back to server was successful.Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View 4. Select the data forms whose data you want to save to the Planning server. Click Done. 20-22 Planning: Create and Manage Applications . only the most recent data is saved. A message. 5. and click Finish.” confirms that your changed data was saved to the Planning application. and click Next.

Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View Summary In this lesson. adjust. you should have learned to: • Describe Smart View • Enter. calculate. and analyze Planning data using Smart View • Work with Planning data Planning: Create and Manage Applications 20-23 .

Module 7 Entering Data in Hyperion System 9 Planning Lesson 20 Entering Data Using Smart View 20-24 Planning: Create and Manage Applications .

You also define runtime prompts. You can organize your business rules into projects to make locating and maintaining your business rules easier.M O D U L E 8 20 Adding Business Rules Overview The aim of this module is to create business rules to perform calculations. Lessons in this module include: • Creating Business Rules • Building Runtime Prompts for Business Rules • Adding Formulas to Business Rules . and verify their results. and add them to business rules as well as add actions and formulas to business rules.

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you should be able to: • Describe Business Rules and its capabilities • Navigate Administration Console to design business rules • Create business rules • Launch business rules • Print business rules .L E S S O N 2 1 21 Creating Business Rules Objectives At the end of this lesson.

validate. For these more complex calculations. 21-2 Planning: Create and Manage Applications . For example. multistep calculations that are not possible with member formulas. and maintain business rules and sequences. Business rules are integrated with Planning and leverage the power of Analytic Services calculation scripts to let you create complex. edit. For example. launch. Business rules can also target specific slices of the database. North America 2007 to Product Sales. Sequences group multiple business rules to launch them in a particular order at one time. Hyperion. your organization typically requires more complicated calculations to be performed than can be defined within your dimension hierarchies or with member formulas. you could create a rule to copy values for Product Sales. All rights reserved. you can create business rules. Business Rules Overview In traditional multidimensional applications.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Business Rules Overview Business Rules enable you to: Leverage the power of Analytic Administration Services to create complex calculations Build sophisticated business rules including those which: — Allocate costs among entities — Model Revenue — Model Expenses for: — Employee planning — Depreciation planning — Selling costs — Manufacturing costs Choose graphical components to build rules Store rules in a central repository where you can organize them into projects Copyright © 2007. Administrators and interactive users use the Administration Console in Analytic Administration Services to create. you can calculate aggregated totals and allocate totals based on head count. North America 2008 and increment the values by 10%.

formulas. organized. Several formulas are available and can save time in the design of business rules. Planning: Create and Manage Applications 21-3 . making them easier to maintain. As a business rule designer. variables. Business rules are stored in a central location. you can save time by using macros to reuse pieces of business rules in other business rules or macros. Business rules are easy to use. Business Rules makes a single. You can work with macros.Module 8 Adding Business Rules Lesson 21 Creating Business Rules The graphical depiction of components. centrally created business rule reusable by several users. Launching business rules can be done by business users from several different places. making locating and updating business rules easier. and stored into projects. Business rules with runtime prompts ensure valid inputs from budget preparers. and Planning. the Business Rules Web Launcher. By enabling the entry of runtime prompts during launching. and predefined formulas as you set up business rules. the Business Rules Command Line Launcher. including from within Analytic Administration Services. You can use variables both when setting up a business rule and when running a business rule. Business rules can be created. and processes makes it easy to construct business rules for your planning application.

and assign roles to them. Hyperion. After creating a business rule. 21-4 Planning: Create and Manage Applications .Module 8 Adding Business Rules Lesson 21 Creating Business Rules Business Rules Roles Roles Copyright © 2007. you become the owner of the business rule. you can edit and delete the business rule. The administrator must assign launch privileges to the rule for the particular database location so that users can launch the rule. All rights reserved. Business Rules Roles You set up users and groups. which writes your user name in the Owner attribute field. As the owner of the rule. in Hyperion System 9 Shared Services User Management Console ™.

You log on to Administration Console and use variables. sequences. and projects • Assign access privileges (with the exception of the ability to launch business rules. to create. and the Planning application server are all running before you launch Administration Console. groups. you can launch rules from Planning. and projects Basic User A user or group who has the role of Basic User can do any of the following tasks: • Launch business rules and sequences to which the user has access • View business rules and sequences to which the user has access • View all variables and macros Prerequisites for Accessing Business Rules You log on to Administration Console. and roles • Set up the repository and log file Interactive User A user or group who has the role of Interactive User can do any of the following tasks: • Create. launch. and organize business rules.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Business Rules roles include Administrator. sequences. launch. validate. and projects • Provision users. validate. variables. commands. You can launch business rules directly from within Administration Console to execute your complex calculations. functions. macros. Planning: Create and Manage Applications 21-5 . sequences. and Basic User. macros. variables. The following table summarizes Business Rules roles and typical tasks performed: Role Administrator Tasks That Can Be Performed A user or group who has the role of Administrator can do any of the following tasks: • Create. validate. You need to ensure that Shared Services. variables. and manage business rules. sequences. and manage business rules. launch. macros. a component of Analytic Administration Services. and actions to create a new business rule. and projects • Assign access privileges to business rules. the Analytic Server. edit. edit. macros. Interactive User. the Analytical Administration Services Server. macros. which can only be assigned by an administrator) to business rules. In addition. formulas. edit. variables.

sequences. Copyright © 2007. The type of information you see on the screen depends on the selected tab. and variables. sequences. macros. Lists the properties of the client and server. you can expand the nodes under the Business Rules node to view its contents. Hyperion. Lists all projects you use to organize your calculations. macros. Create and edit graphical business rules. All rights reserved. Lists all objects in the Business Rules repository including business rules. Components of Enterprise View Tab After logging on to Administration Console. Access and work with Business Rules nodes.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Navigating Business Rules Organizes business rules. and variables into logical groupings of information. View the database outline. Business Rules nodes include: • My Projects • Repository View • Administration 21-6 Planning: Create and Manage Applications . Navigating Business Rules You navigate Administration Console to build business rules.

Components of BR Language Tab You edit or create rules by building a series of actions. The BR Language tab lists predefined actions and formulas used to build business rules. and custom pieces. All rights reserved. and setting up those components. variables.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Components of BR Language Tab Actions Formulas Copyright © 2007. You can access the actions and formulas either on the BR Language tab or by right-clicking in the Rule Editor. Planning: Create and Manage Applications 21-7 . formulas. Hyperion.

The BR Language tab consists of the navigation frame and the Rule Editor.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Navigating the Rule Editor Select Outline Build Rule Navigation Frame – Select Actions and Formulas Select Members Copyright © 2007. You use the Rule Editor to associate an Analytic Services or Planning outline with your business rule and to set up the details for your business rule. All rights reserved. 21-8 Planning: Create and Manage Applications . you select actions and formulas to include in your business rule. Hyperion. Navigating the Rule Editor Select the BR Language tab to edit an existing rule or to create a new rule. From the navigation frame.

you use the navigation frame to access the business rules repository. how data is stored and aggregated. you need to have an understanding of the calculations that you want to set up. you need to consider the following: • Familiarize yourself with the database dimensionality and outline structure • Know where data is stored in the database. All rights reserved. Setting a Plan for Developing Business Rules In order to plan for creating business rules. and at what level the data gets loaded into the database • Verify the order in which calculations will take place and the sequence of business rules • Verify any key assumptions used to drive calculations Planning: Create and Manage Applications 21-9 . After you determine the requirements for your calculations.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Business Rules Creation Process Ensure that you do the following: Do not include upper level members that you do not really need. Business Rules Creation Process Before creating business rules. America East West Central South Sales 200 100 20 30 50 50% 10% 15% 25% % of Sales Copyright © 2007. Hyperion. Calculate portions of the database on which your calculation is dependent. N. Make your last step to aggregate data affected by the rule.

Since the business rule changes the value of level 0 members. you must first aggregate data to determine the value for sales for North America. For example. ensure that you do the following: • Do not include upper-level members that you do not really need. to calculate sales for each child of North America as a percentage of total sales. For example. if you include Q1 to be calculated by your formula. • Calculate portions of the database on which your calculation is dependent. 21-10 Planning: Create and Manage Applications . • Make your last step to aggregate data affected by the rule. the values calculated by the business rule are overwritten when the data is aggregated.Module 8 Adding Business Rules Lesson 21 Creating Business Rules In preparation for building business rules. the upper-level members need to be calculated to reflect the latest data values.

you are initially placed on the Graphical tab.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Launching the Rule Editor Create a new rule Select an outline 2 3 5 1 4 Copyright © 2007. NOTE You must select a Planning outline if you want to set up your business rule to work with Smart Lists. Launching the Rule Editor To create a business rule. You navigate the tabs on the Rule Editor to build business rules. you can right-click the Rules node to create a new rule. Next. including how formula components are calculated and what dimensions are common to all the formula components (also known as the global rule range). \ Planning: Create and Manage Applications 21-11 . specify global properties. After expanding the Business Rules and Repository View nodes. Associate a database outline to refer to as you create the business rule. Hyperion. you launch the Rule Editor from the Enterprise View tab in the navigation frame. If you are creating a new rule. All rights reserved.

To continue building graphical business rules: 1. If you are the owner. To save the business rule. description. You can either type a value in the Selected Values text box or click the magnifying glass icon to select members and variables. select the location for which the calculation can be run. 3. 6. making the calculation more efficient. 8.Module 8 Adding Business Rules Lesson 21 Creating Business Rules On the Overview tab. Optional: Set up local variables on the Local Variables tab. click Save. 7. 21-12 Planning: Create and Manage Applications . you can grant or remove access to a business rule on the Access Privileges tab. including selecting members for each component to set up calculations in both the source and the destination. You can select a specific database outline or select all locations to enable users to run the business rule against any database. you can grant or remove editing privileges for the business rule. As the administrator. NOTE Intelligent calculation calculates only the data blocks that need to be calculated. and owner for the business rule on the Properties tab. Set up the details for each action and formula. 4. Type the name. After setting global properties. Write a summary of what this business rule is used for on the Doc tab. you can set a range for each dimension by using the Range tab. NOTE You must save the business rule before you can validate or launch that rule. 5. Keep the default setting (Off) if you want to calculate all data blocks. On the Location tab. or you have been granted Modify access to the business rule. select a choice for intelligent calculation. Add actions and formulas to the Graphical tab by doing one of the following: • Select the BR Language tab and drag actions and formulas onto the Graphical tab • Right-click anywhere inside the Graphical tab to insert actions and formulas onto the Graphical tab 2.

Click Validate to validate the rule.Module 8 Adding Business Rules Lesson 21 Creating Business Rules 9. Planning: Create and Manage Applications 21-13 . 10. Optional: Launch the business rule.

Adding Actions to Business Rules While building your graphical business rule. you can choose to include the actions Aggregate Data. you choose a calculation option and method. Clear Data. Hyperion. 21-14 Planning: Create and Manage Applications . Copy Data. On the Overview tab. Adding the Aggregate Data Action There are several choices to set up the Aggregate Data action. You can also select to add an action to business rules by right-clicking in the Rule Editor window. All rights reserved. All of these actions can be added by selecting the BR Language tab and either double-clicking or dragging the action onto the Graphical tab.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Adding Actions to Business Rules Aggregate Data Action Calculation Options and Methods Value type of User defined can be specified through Member Selection Member Selection button Copyright © 2007. and Create Blocks to your rule.

After you make your selections on the Overview tab. to create your budget for the current year. Optimize the Calculation of Formulas on Sparse Dimensions.) 2. you can optionally use the Range tab to restrict the aggregation to a range of members and variables in one or more dimensions. Calculation methods include Aggregate Missing Values in the Database. Select values in the Selected Values text box for the source. the default selection. and Calculate Portion of Database Specified Below. you can perform mathematical operations on the copied data. NOTE If If the source and destination are always the same. Calculate Entire Database with Two Pass Calculation. you can start with a copy of last year’s actuals and increase those values by a percentage to determine your starting point for your budget.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Calculation options include Calculate Entire Database. 3. Furthermore. you specify the section you want to calculate by selecting a value type. If blocks do not exist and you want to create them as part of the copy business rule. select Create Blocks During Copy. If you selected User Defined for the value type. Select values in the Selected Values text box for the target values or destination. On the Overview tab. NOTE If you do not choose to create blocks within the Copy Data action. enter a name in the Name text box. Aggregate Data Up to Local Currency. For example. To calculate a portion of the database. no data will be copied for those members. and data blocks do not exist in the destination but they do exist in the source. and Use Calculator Cache. Adding the Copy Data Action You use the Copy Data action to copy data from one part of the database to another in the same database. 4. Planning: Create and Manage Applications 21-15 . (The default name is Destination. and the source is automatically inherited from the destination. you can make the selection for the destination. then you select members to be included in the calculation. To finish building the business rule: 1.

Clearing data sets the data value to #MISSING. give some careful thought to whether it is really a necessary step and for which portions of the database it is necessary. To apply a calculation. NOTE You cannot use Create Blocks with Dynamic Calc or Label Only members. you can view a calculation of the block size and maximum possible blocks that would exist for the specified data slice after the calculation is run. You use the Clear Data action to clear data from a specific portion of the database. 7. select Apply Calculation. 21-16 Planning: Create and Manage Applications . a block must first exist before executing the calculation. To assist you in your analysis. 8. 6. You can choose to clear individual cells or an entire block. Click Save. subtraction (-). Adding the Clear Data Action You may want to clear data in a destination before applying an action or formula. Select an operator: addition (+). Adding the Create Blocks Action You may want to ensure that blocks exist for sparse member combinations in a specified slice of data. Select the calculation to apply. or select values for each available dimension. Remember that in order to store the result of business rule calculations. multiplication (x). select a variable. You can use the Create Blocks action to add blocks to the database. Before adding the Create Blocks action. An operator and number component are added to the formula.Module 8 Adding Business Rules Lesson 21 Creating Business Rules 5. or division (/). You can type a specific number. There is a potential for a large increase in the database size.

while in the Excluded text box you select to exclude the descendants. Planning: Create and Manage Applications 21-17 . You can select members for business rules using the Multiple Select dialog box. action. Next. you select to include the descendants of North America. you can expand the dimension outline and select members to include. you select Entity as your dimension and you want to include all the descendants of North America except for those in the Central region. you can use member selection to select members used in global ranges. Selecting Members for Business Rules To set up business rules. inclusive of Central.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Selecting Members for Business Rules 4 All descendants of North America are included with the exception of Central and its descendants 1 3 6 2 5 7 Copyright © 2007. You use the down or up arrow to move the selection to or remove it from the Excluded box. Hyperion. On the Member tab. and formula components. In the Selected text box. You use the drop-down list below the arrows to select members based on their relationship to a member. All rights reserved. you use the right or left arrow to move the selection to or remove it from the Selected box. In the example shown on the slide.

7. select the relationship. Select the member to exclude. From the drop-down list.Module 8 Adding Business Rules Lesson 21 Creating Business Rules To select some members and exclude other members: 1. Click the right arrow. Click OK. Click the down arrow. 21-18 Planning: Create and Manage Applications . From the drop-down list. 2. 3. The Rule Editor window is displayed with your selection. select the relationship. 5. 6. The selection is moved to the Selected box. 4. The selection is moved to the Excluded box. Select the member to include.

You select valid locations from the Location drop-down list. Hyperion. 2. All rights reserved. Click Save. Click OK. 5. 7. From the drop-down list. Select the user or group. or modify business rules and are assigned using the Privilege drop-down list.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Assigning Access to Business Rules 1 2 To assign access to a user or group: 1. Click Add. You can also specify whether users can run the business rule against a specific database or against all databases during validation and launch. Use the arrows to move users and groups into the Selected box. Access privileges determine which users and groups can validate. select a privilege. 3 4 5 6 7 8 Copyright © 2007. Planning: Create and Manage Applications 21-19 . Assigning Access to Business Rules You use the Access Privileges tab to grant or remove access to business rules. launch. From the drop-down list. 8. 3. 4. Select the Access Privileges tab. select a location. 6.

you can grant the same access to more than one user or group at the same time by using the Shift or Ctrl key to select multiple users or groups. If you want to grant two different privileges. However. 21-20 Planning: Create and Manage Applications . you need to do this in two separate actions. such as “Validate or launch” and “Modify rule repository objects” to the same user or group. NOTE Before you assign access privileges to users or groups. you need to provision those users or groups in Shared Services User Management Console.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Access privileges must be added one at a time.

Launching Business Rules After business rules are created and validated. they can be run in either Analytic Services or Planning. Planning: Create and Manage Applications 21-21 . Hyperion. Business rules creators can launch business rules using Analytic Services Administration Console in order to test the rules. All rights reserved.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Launching Business Rules You can launch business rules from: Analytic Administration Services Console Planning Analytic Administration Services Console Planning Copyright © 2007.

Enter required runtime prompts. right-click the rule and select Launch. and click Launch. Launching Business Rules from Analytic Administration Services Console You can launch and test the business rules that you create in Administration Services Console.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Launching Business Rules from Analytic Administration Services Console 1 2 3 Copyright © 2007. All rights reserved. select the business rule from the list of business rules under the Rules node. Hyperion. To launch a business rule in Administration Services. 21-22 Planning: Create and Manage Applications .

Launching business rules can be done from Planning. select a data cell and right click to launch the calculation. the data is updated in the Analytic Services database. business users can launch the rule from within the data form. The capability to launch rules within Planning is convenient for planners who are already doing other work such as data entry. Data form designers can associate business rules with data forms. Click Launch 3. Planning: Create and Manage Applications 21-23 .Module 8 Adding Business Rules Lesson 21 Creating Business Rules Launching Business Rules from Planning – Data Forms If a rule is associated with a data form. select Launch Rules To launch the rule from the view pane: To launch the rule from the Edit menu: 1. If a business rule is associated with a data form. and then follow the steps for launching a rule from the Edit menu From the Edit menu. To launch a business rule with a menu. you can refresh the data form to view the updated or new data. Select a Rule 2. All rights reserved. click the rule. called a runtime prompt. If you are working on a data form when you launch the business rule. 3 Launching Business Rules from Planning – Data Forms After you create business rules. To launch a business rule. The business rule may prompt you to enter information. Click Close 1 2 Copyright © 2007. Hyperion. do one of the following: • • From the view pane. users can launch rules to which they have access. After you successfully launch a business rule. Business users can also launch business rules in Planning with context-sensitive menus. select a rule and click Launch.

then: 1. Refresh the data form after the business rule calculation runs to display the updated results. All rights reserved. After you select Tools > Business Rules.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Launching Business Rules from Planning – Tools Menu If a rule is not associated with a data form. 21-24 Planning: Create and Manage Applications . Select a Plan Type 3. Launching Business Rules from Planning – Tools Menu You can also run business rules which are not associated with the data form. the list of business rules for which you have access is displayed. You can select a business rule and launch it. From the Tools menu. Click Launch 2 1 3 4 Copyright © 2007. Hyperion. Select a Rule 4. select Business Rules 2.

Planning: Create and Manage Applications 21-25 . you can print the information contained in business rules from the Administration Console of Analytic Administration Services. from the File menu. you can select to preview or print the report. Printing Business Rules To document the contents of business rules. first open the rule in the Rule Editor. Hyperion. Then. All rights reserved.Module 8 Adding Business Rules Lesson 21 Creating Business Rules Printing Business Rules Header Business Rule Properties Business Rule Documentation Source Valid Locations Access Assigned Copyright © 2007. You can use the Print Preview option to view the contents of the report on your screen. To print a business rule.

you should have learned to: • Describe Business Rules and its capabilities • Navigate Administration Console to design business rules • Create business rules • Launch business rules • Print business rules 21-26 Planning: Create and Manage Applications .Module 8 Adding Business Rules Lesson 21 Creating Business Rules Summary In this lesson.

you should be able to: • Describe runtime prompts • Create runtime prompts .L E S S O N 2 2 Building Runtime Prompts for Business Rules 22 Objectives At the end of this lesson.

22-2 Planning: Create and Manage Applications . multiple members. a string. or a dimension. if you have a variable named CurrMonth. The value is then used to calculate the business rule. Runtime Prompts Overview You can set up business rules to include variables. a number. then business users are prompted at runtime to supply a single member. Variables assume defined values. then May is substituted for CurrMonth. Hyperion. and the value May is supplied at runtime. If you set up a variable to be a runtime prompt type. For example.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules Runtime Prompts Overview In setting up business rules you can: Enter variables that are resolved when a user launches a rule Include default values to be used in runtime prompt Set up limitations so that values are within a range you define Copyright © 2007. All rights reserved.

you navigate to the Business Rules tab when creating that data form. NOTE To set the default members for a business rule using runtime prompts to the page and POV axes on a data form. You also can set whether the default members on the runtime prompt window match the members selected in the page and POV axes. a default value that you specify is used for the calculation. Planning: Create and Manage Applications 22-3 . You can set up default values when you create a business rule so that no matter where the business rule is run. indicating that the defaults are taken from the page and POV axes. To ensure that the user input is acceptable. you can set up limitations for the runtime prompt so that users supply a value within a defined range. You then select to set the properties for that business rule.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules You can include default values in runtime prompts.

Local variables are valid only for the business rule for which they were created. After you create global variables. 22-4 Planning: Create and Manage Applications . NOTE In order to prompt users to select dimension members. Adding Runtime Prompts Runtime prompts are set up as either global or local variables within business rules. the usage type “Run-time prompt” must be selected.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules Adding Runtime Prompts Runtime Prompts as Global variables Runtime Prompts as Local Variables Copyright © 2007. All rights reserved. For a variable to be a runtime prompt. users can select to add those variables to individual business rules. you must associate an outline and select a dimension as part of the setup for the variable. Hyperion.

From the Type drop-down list. To set up global variables: 1. All rights reserved. From the Associated Outline drop-down list. select a type: • Member or Members: Either a specific member or a range of members from the dimension you select • Dimension: A dimension to be used for member selection Planning: Create and Manage Applications 22-5 . type a name and a description. You create or edit global variables by expanding the Business Rules and Repository View nodes and right-clicking Global Variables. On the Variable tab. 2. 3. select an outline. Hyperion. Setting Up Runtime Prompts as Global Variables You create global variables to be used as runtime prompts from the Enterprise View in the Global Variable section.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules Setting Up Runtime Prompts as Global Variables Copyright © 2007.

• If you specified a Smart List. or use the lookup button to select limits. Real.) 4. or a percentage • StringAsNumber: A text string (Available only if you selected a Planning outline. a real number. select the dimension from which you want users to select a member or members. 22-6 Planning: Create and Manage Applications . TIP You can search for a Smart List name by clicking the lookup button. (the default selection). NOTE The Allow #Missing option is available only when the type is numeric. 8. Optional: Select the Smart List check box and enter the name of the Smart List in the Smart List text box. Integer. perform one of the following actions: • If you specified Member or Members in the Type drop-down list. type or select a value in the Value text box. Integer. 6. 7. If you want to provide a default value. the Limits text box and lookup button are disabled. • If you specified Real. 5. or Percent. NOTE If you selected Smart List. an integer. type minimum and maximum values in the Limits text box.) • DateAsNumber: A date (Available only if you selected a Planning outline. Optional: In the Limits text box. either type the names of the members in the Limits text box. Optional: Select Allow #Missing to enable business users to specify #Missing or blank as the default value for the variable.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules • String. either enter the limits for the Smart List. you must enter a default value for the Smart List. NOTE If you selected Dimension or String for the type. or Percent: A text string. or use the lookup button to search for a range of members against which users can validate the variable. If you selected Member or Members in the Type text box.

In the Usage Type drop-down list. the runtime prompt text that is displayed is truncated. In the Prompt String text box. The display limits vary depending on the application that displays the runtime prompt. Planning: Create and Manage Applications 22-7 . NOTE You can include unlimited text as the runtime prompt text. Each time the runtime prompt is executed. type the name of the variable owner. On the Access Privileges tab. grant or delete access to the variable. 12. 10. type the text of the prompt to be displayed when the business rule is launched. or have been granted Modify access to the variable. 11. and specify whether the variable should be locked to prevent users from opening it for editing. you can grant users editing privileges for the variable. 14. the default value from the Default Value text box is used rather than the last value that the business user entered. however.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules 9. select Run-time prompt. NOTE If you are the owner. Click Save. On the Properties tab. 13. Optional: Select Do not save value entered during validation and launch as the default value.

22-8 Planning: Create and Manage Applications . you first set up a global variable that defines the acceptable entities. Next. After you complete your selection. Applying Runtime Prompts as Global Variables If you use global variables for runtime prompts. For example. you can assign variables to your business rules as you make your dimension selections. if you want to prompt a user to enter a North American entity. you navigate to member selection for the Entity dimension. you select the global variable that you want to use and use the arrows to move the variable to the Selected box. Finally. the Entity dimension lists the global variable in the Selected Values text box. and then navigate to the Global Variables tab.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules Applying Runtime Prompts as Global Variables 1 2 3 5 4 Copyright © 2007. in the business rule editor. The global variable is called NAmericanEntity. Hyperion. All rights reserved.

Setting Up Runtime Prompts as Local Variables Local variables work in the same way as global variables. If you create or modify a local variable. you use the Apply button to associate the runtime prompt with the business rule. You follow the same steps to set up local variables as runtime prompts as you did to set up global variables as runtime prompts. Local variables assume the access privileges of the rule with which they are associated. You can add. You use the Add. and Delete buttons to create. modify. and then save the business rule. Planning: Create and Manage Applications 22-9 . modify. because local variables are part of business rules.Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules Setting Up Runtime Prompts as Local Variables Copyright © 2007. All rights reserved. or delete a local variable on the Local Variables tab of the rule for which it is created. and delete local variables. modified. Hyperion. or deleted when the business rule is saved. Edit. However. you open the rule for which the local variable applies. and then navigate to the Local Variables tab. that variable is added. except that local variables affect only the business rule for which you create them. To create or edit a local variable.

Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules Specifying Limits for Runtime Prompts Copyright © 2007. you can focus user input. Therefore. narrowing the scope to acceptable values. All rights reserved. you either enter the names of the members in the Limits text box or use the lookup button to select a range of members against which users can validate the variable. in your runtime prompt string. You select an integer for the type of input. Hyperion. Specifying Limits for Runtime Prompts In addition to setting up the type of input you want users to provide. 22-10 Planning: Create and Manage Applications . you prompt users to enter a value between 1 and 10. you set limits by indicating both minimum (1) and maximum (10) values in the Limits text box. To ensure that the entity or entities selected is within your acceptable range. You select Member or Members for the type of input. you prompt users to select a North American entity. in your runtime prompt string. You can also assign limits for member selection. but you want to ensure that the value entered is within your acceptable range. For example. For example.

you should have learned to: • Describe runtime prompts • Create runtime prompts Planning: Create and Manage Applications 22-11 .Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules Summary In this lesson.

Module 8 Adding Business Rules Lesson 22 Building Runtime Prompts for Business Rules 22-12 Planning: Create and Manage Applications .

you should be able to: • Identify the four formulas included with Business Rules • Add formulas to business rules • Manage business rules .L E S S O N 2 3 23 Adding Formulas to Business Rules Objectives At the end of this lesson.

you first specify the destination and sources for the calculation. Next. Copyright © 2007. functions. numeric operands. operators Specify certain criteria that must be met before the business rule calculates data. Add additional sources. Business Rules Formula Overview You can set up formulas to calculate data. All rights reserved. 23-2 Planning: Create and Manage Applications . or runtime prompts. You can choose from four formulas to insert into your business rules: Pro Ratio. you specify data conditions under which the formula is calculated. Narrowly define the business rule range by setting up the range of members. Typically.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Business Rules Formula Overview Enter destination and source details for each part of a formula. and a Data Condition tab. Hyperion. Units-Rates. Variable. calculation functions. and Custom. you specify the formula range. a Formula Range tab. Each formula has a Formula tab. Finally.

You can also select to add formulas to business rules by right-clicking in the Rules Editor window. After you select a formula. All rights reserved.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Building Formulas for Business Rules 4 3 Units-Rates formula is added to Graphical tab 5 2 6 7 1 Copyright © 2007. Building Formulas for Business Rules Formulas can be added by selecting the BR Language tab and dragging the formula to a location in the business rule on the Graphical tab. Hyperion. Planning: Create and Manage Applications 23-3 . you set up the components of the formula.

000 people Department 1 has 500 employees Pro-Rata Business Rule Calculation Advertising Expense Allocation proportionally based on headcount Department 1 $50. or for budgeting and planning purposes to allocate expenses to various cost centers based on an inferred level of usage. Components for Pro-Rata Ratio Formulas Pro-Rata Ratio formulas calculate data based on the results of a ratio of values.000 = Department 2 $30. Finally. consider that you have advertising expenses of $100. you use the Aggregate Data action to calculate the headcount account. 23-4 Planning: Create and Manage Applications .000 (500/1000) * $100.000 that you want to allocate to various departments. You use total headcount for the denominator in the first part of your pro-rata ratio calculation. You can use the Pro-Rata Ratio formula for profitability analysis. To obtain the total headcount. you multiply the ratio of headcount per department divided by total headcount by the total advertising expense to calculate the allocated expense per department based on headcount. Next.000 Department 3 has 200 employees (200/1000) * $100.000 Advertising Expenses Department 2 has 300 employees (300/1000) * $100. All rights reserved. you calculate the total headcount for your organization and the headcount for each department. You decide to use headcount as the criterion to allocate the appropriate portion of the expense to each department. Hyperion. For example. You use the headcount for each department as the numerator. you determine the total advertising expenses. First.000 = Department 1 $20.000 = $100.000 Copyright © 2007. Several components make up this allocation calculation.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Components for Pro-Rata Ratio Formulas Total Headcount for the company is 1.

You can choose from the following types of Pro-Rata Ratio formulas: Formula Type User Defined % to Total Description Calculates data based on the result of a ratio of defined values.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Setting Up Pro-Rata Ratio Formulas Destination Advertising Expense Allocation Source Total Advertising Expense Pro-Rata Ratio Component . You set up a destination. Hyperion. Setting Up Pro-Rata Ratio Formulas After you determine the components of the pro-rata ratio calculation. you select the portion of the database that you want to reference to obtain data. The total value is stored in the generation 1 member or top member of the dimension. and the prorata ratio component. Copyright © 2007. a source. Planning: Create and Manage Applications 23-5 . In the source. All rights reserved. The default calculation is Destination = Source X (% to Total). You set up the pro-rata ratio component to reflect the type of calculation you want to make. . Calculates data based on the total value of a selected dimension. = x Select Numerator Select Denominator The destination is the portion of the database where you plan to store the results of your calculation. you can use the Rule Editor to set up your calculation.

You select the dimension and specific member to be used in the denominator of the calculation. by selected members. You can select any dimension or member. Second. Typical is the default value. The default calculation is Destination = Source X (% to Member). For example. or a member runtime prompt. You can set up source values as members. First. you can select the level 0 descendants of North America because department is represented in the Entity dimension. % to Member Setting Up the Destination The destination is the portion of the database where the result of the calculation is stored. expressions. you want to select an account and the departments for which this calculation is executed. This is a two-part selection. you select the dimension and specific members to be used in the calculation. You can use the following source types to set up source values: Source Type Typical Percent to Total Percent to Parent Percent to Member Evenly Split by Selected Members Description You select the dimension to be used in the calculation. 23-6 Planning: Create and Manage Applications . The default calculation is Destination = Source X (% to Parent). You select the dimension plus either the generation or the level to be used in the denominator of the calculation. for department. You can change the inherited values for a source by selecting a single member. or runtime prompts. Calculates data based on the value of a specific member within a dimension. You select the dimension to be used in the denominator of the calculation. a function. you select to divide the parent by the total number. those values are locked for the destination and are displayed in italics in the member selection box. You can select any generation or level of the dimension to represent the parent. Setting Up the Source The source is the portion of the database referenced in the calculation. If you specify dimension values in the business rule range or the formula range. Specifically.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Formula Type % to Parent Description Calculates data based on the value of the member’s parent within a specified dimension. You can customize the source values further. or by the number of selected members with data.

First. change the default name to something that describes what the calculation does. For each available dimension. you can change or delete these values only in the business rule range or formula range. you can set up your ratio to divide each department’s headcount by the total headcount for a certain region. If you want to calculate a ratio that determines how the number of people in each department compares with all the people in a certain region within your organization. The values are inherited from the business rule range or the formula range. To set up the destination or source: 1. You select a remote source to reference data. Setting Up the Pro-Rata Ratio Component You set up the pro-rata ratio component to reflect the type of calculation that you want to make. NOTE Inherited values in member expressions are displayed in italics. To help document and maintain the business rule.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Source Type Evenly Split by Children remote source (XREF) Description This is a two-part selection. 2. 3. you select the dimension to be used in the calculation. you select to divide the total value by the total number of children or by the number of children with data. For example. Select Destination or Source to set up the destination or source. Planning: Create and Manage Applications 23-7 . perform an action: • Click the Member Selection button and use Multiple Member Selection to select members and variables for the destination. if you choose to add the Percent to Member Pro-Rata Ratio formula to your business rule. For destination values. in the Destination or Source. • Type a value in the Selected Values text box. you need to set up how the percentage is determined. Second. • Leave the value set to <All> to use all members for that dimension.

The three types of Units-Rates formulas are: Types of Units-Rates formulas: • Amount = Units x Rates. All rights reserved. 23-8 Planning: Create and Manage Applications . and Rates components. where the default calculation is Destination = Amount / Rate After selecting a type of Units-Rates formula. where the default calculation is Destination = Unit x Rate • Rates = Amount / Units. Setting Up Units-Rates Formulas Units-Rates formulas perform calculations based on designated unit.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Setting Up Units-Rates Formulas Copyright © 2007. Hyperion. you set up the dimension values for the Amount. and you can replace the default name with a more descriptive name. Units. and amount values. rate. where the default calculation is Amount / Unit • Units = Amount / Rates.

Hyperion. You can define multiple variables within a business rule. a variable must be defined before it can be used in another component.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Setting Up Variable Formulas Copyright © 2007. and it represents a single numeric value that is either specified directly or derived from a calculation. Planning: Create and Manage Applications 23-9 . Setting Up Variable Formulas Variable formulas store intermediary results of calculations in business rules. All rights reserved. However.

You use the Custom Toolbar to add sources. functions. number.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Setting Up Custom Formulas Copyright © 2007. Hyperion. you can set up the details starting with the default Destination = Source. operands. 23-10 Planning: Create and Manage Applications . All rights reserved. You can create any type of mathematical expression to suit your business needs. or parentheses to custom formulas. Setting Up Custom Formulas You can use custom formulas to build your own formulas. After adding a custom formula to your business rule.

Planning: Create and Manage Applications 23-11 . and Boolean AND. less than. If the conditions or criteria you specify are met. greater than or equal to. the calculation is not performed. subtraction. greater than. All rights reserved. not against user-defined attributes or member names. and NOT. NOTE D Data conditions are performed against data values only. division. You can indicate specific criteria on the Data Condition tab. Specifying Data Conditions You can specify that certain data conditions are met prior to executing a calculation. Hyperion. equal to. OR. less than or equal to. If the conditions are not met.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Specifying Data Conditions Custom Toolbar Available Operators Copyright © 2007. multiplication. the formula or Copy Data action performs the calculation successfully. You can use the Custom Toolbar on the Data Conditions tab to build expressions to use as the data conditions. You can use any of the following operators to define data conditions: addition. You can specify data conditions in a formula or in the Copy Data action.

sequences. and owner for the project. The members that you select for the project are listed on the Contents tab. You can create projects to organize business rules. Finally. You can also indicate whether to lock the project from editing. you might group business rules into projects to help identify and manage which rules are used for each Analytic Services server. or you might group business rules by type. variables. For example. 23-12 Planning: Create and Manage Applications . you assign access to the project and define the locations for this project for which users can validate or launch business rules and sequences. macros. Hyperion. All rights reserved. you enter a name. On the Project Info tab. In order to add a project. or sequences to include in the project. you select those business rules. Managing Business Rules Business rules are stored in a single repository.Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Managing Business Rules 5 6 2 7 1 3 4 Copyright © 2007. description. and variables into logical groupings within the repository. macros. You can use descriptive names for your projects to make finding the business rules and other objects that belong to them easier. such as grouping your rules by the type of formula used.

you should have learned to: • Identify the four formulas included with Business Rules • Add formulas to business rules • Manage business rules Planning: Create and Manage Applications 23-13 .Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules Summary In this lesson.

Module 8 Adding Business Rules Lesson 23 Adding Formulas to Business Rules 23-14 Planning: Create and Manage Applications .

You also copy data between versions and use the Copy Data task to seed the start of the next planning cycle. You create task lists to guide budget preparers through the planning cycle.M O D U L E 9 23 Managing the Planning Process Overview The aim of this module is to manage the planning cycle through process management. Lessons in this module include: • Managing the Approval Process • Creating Task Lists .

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you should be able to: • Explain the planning process • Define a planning unit • Manage the review cycle for a planning unit • Copy data between versions • Copy data .L E S S O N 2 4 24 Managing the Approval Process Objectives At the end of this lesson.

The Manage Process function is designed to reduce budget cycle time by enabling you to perform the following key actions: • Approve a planning unit from any process state • Follow an approval path that is independent of organizational structure • Emphasize exceptions and problem areas • Provide audit information through annotations and process status • Annotate at each pass through the review process • Establish accountability through ownership 24-2 Planning: Create and Manage Applications . reject. All rights reserved.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Process Management Overview Use process management to promote. sign off. identify problems in the review process. Process Management Overview Planning process management enables you to track the progress of your budget. Hyperion. Promote Review Sign Off Approve Reject Copyright © 2007. and approve planning units. and change the budget status. quickly identify ownership of budget planning units. review. view status information.

Hyperion. a version. After planning data is submitted and approved for all entities. All rights reserved. Planning: Create and Manage Applications 24-3 . you select a scenario and version for which you want to view the status. You can track the status of each entity as it moves through the review cycle from first pass to approval.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Planning Units Planning Unit = Scenario : Budget + Version : Draft1 + Entity : California Copyright © 2007. Planning Units Planning tracks budgets by planning units. When you access the process management feature of Planning. the planning cycle is complete for the scenario and version. You then see a list of the entities to which you have access. and an entity. which consist of a scenario. Scenarios and versions are the basis of the planning review cycle. Entities provide planning data for a particular scenario and version.

Planning units have no owner during First Pass. Under Review 24-4 Planning: Create and Manage Applications . Only the current owner or the budget administrator can modify data or perform an action on a planning unit that is in the Under Review state. The first state for planning units selected for the budget review process. A planning unit is always in one of six process states: State Not Started First Pass Description The initial state of all planning units.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Planning Units and Process States Each planning unit completes this process. This state signifies that a planning unit is being reviewed by someone in the organization. Hyperion. Planning Units and Process States Planning units pass through a number of process states during the review cycle. All rights reserved. Not Started Start First Pass Promote Under Review Promote Under Review Sign Off Signed Off Reject Not Signed Off Approve Approved Copyright © 2007. The state of a promoted planning unit. Any user with data access can enter data into and promote a planning unit in the First Pass state. The budget administrator initiates the review process by using the Start action.

Only the current owner or the budget administrator can modify data or perform an action on a planning unit that is in the Signed Off state. After a planning unit is approved. Ownership does not change when a planning unit is signed off. a budget administrator becomes the owner of the planning unit. After all planning units are approved. the budgeting cycle is complete. Not Signed Off Approved Planning: Create and Manage Applications 24-5 . The current owner or the budget administrator can modify data or perform an action on a planning unit that is in a Not Signed Off state. Only the budget administrator can modify data or perform an action on a planning unit that is in an Approved state.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process State Signed Off Description The state of a planning unit that was signed off. The state of a planning unit that was rejected. The state of a planning unit that was approved.

Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Reviewer Actions Start Status Not Started First Pass Under Review Under Review Under Review Under Review Reviewer Action Start Promote Promote Sign Off Reject Approve End Status First Pass Under Review Under Review Signed Off Current Owner Everyone with rights First owner New owner Same owner Not Signed Off New owner Approved Administrator Copyright © 2007. All rights reserved. Hyperion. as summarized in the graphic in the slide. 24-6 Planning: Create and Manage Applications . Reviewer Actions The action a reviewer performs on a planning unit changes the status of the planning unit.

but an administrator can reject a previously approved planning unit if necessary. After you promote a planning unit.This feature is useful when you are reviewing several planning units. you can no longer enter data for the planning unit unless you are the owner or the budget administrator. The Reject action returns the planning unit to its original owner or a new owner for further adjustments prior to being approved. The Sign Off action allows a reviewer to sign off a planning unit without promoting it to another user for review. Only budget administrators can start a planning unit. The user to whom you submit the planning unit for review becomes the owner of the planning unit. Typically. The Exclude action excludes a planning unit from the review process even after the planning unit is started and moved through several iterations. The Promote action submits the plan data to a reviewer for review. its status changes from First Pass to Under Review. its status changes from Under Review to Approved. This action changes the status of the planning unit from Under Review to Signed Off. This action changes the status of the planning unit to Not Signed Off. When you exclude a planning unit from the review process.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process The following table describes reviewer actions: Start The Start action changes the state of the planning unit from Not Started to First Pass. a planning unit is approved only once. When a planning unit is under review. When a planning unit is approved. Only the budget administrator can modify data for a planning unit after it is approved. The planning unit status is returned to Not Started and the owner is set to No Owner. and you want to promote them as a group for review. Only budget administrators can exclude a planning unit. all annotations and history associated with the planning unit are discarded. Any user with Write access to the planning unit data can modify data during the First Pass state. and the budget administrator becomes the owner. The Approve action indicates that the planning unit passed through all required levels of review and that the planning cycle for the unit is complete. Exclude Promote Sign Off Reject Approve Planning: Create and Manage Applications 24-7 .

24-8 Planning: Create and Manage Applications . Not Signed Off. • After all children of a parent are promoted. Signed Off. its children are automatically approved. Sign Off. the parent is automatically promoted to the same owner. • When you approve a parent. Signed Off. Copyright © 2007. or Approve All Children The parent’s status is automatically updated to Under Review.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Impact of Entity Hierarchy on the Review Process * Promote. Hyperion. or Approved—the same as their parent’s. The following rules apply: • When you promote or reject a parent. unless they are in the Approved state. Reject. or Approve Parent All children’s statuses are automatically updated to Under Review. All rights reserved. Not Signed Off. Sign Off. or Approved—the same as its children’s. Impact of Entity Hierarchy on the Review Process The parent-child relationships between entities affect the movement of entities through the review process. Reject. The owner selected for a parent becomes the owner of the children. = = = = * * * Promote. its children are automatically promoted or rejected.

Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process • After all children of a parent are signed off. the parent’s status automatically changes to Signed Off. NOTE You cannot change the status of a parent if the children of the parent are owned by different users. Planning: Create and Manage Applications 24-9 . the parent has no owner. and its status can be changed only by the budget administrator. If the children of a parent are promoted to different users or signed off by different users.

view or add annotations. You can expand and collapse parent members to view their children. They cannot perform actions on planning units that are not in the First Pass state unless they own the planning unit. Interactive users and planners see the planning units to which they have read or write access. as well as perform any reviewer actions under the Change Status option. and view history.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Managing the Review Cycle for Planning Units File > Workflow > Manage Process Start or exclude planning units Change or view the status of planning units Identify the ownership of or assign new ownership for planning units Add and view any annotations associated with planning units View the history of planning units Copyright © 2007. All rights reserved. As an administrator. 24-10 Planning: Create and Manage Applications . interactive user. They can only view status and owner. What is shown on the Check Status and Manage Process page depends on your user type: administrator. You can start or exclude planning units. view or add annotations. you see all planning units in the current application organized in a hierarchical form. and view history. Interactive users and planners can promote a planning unit if it is in the First Pass state. Managing the Review Cycle for Planning Units You manage the review cycle for planning units on the Check Status and Manage Process page. Hyperion. or planner. view status and owner.

the process status. The Check Status and Manage Process page shows the plan cycle status. whereas selecting Exclude reverts the state to Not Started. and the current owner of planning units for the selected scenario and version.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Starting or Excluding Planning Units 1 Select the scenario and version for your planning unit. Selecting Start changes the state to First Pass. you can choose between tree view (hierarchical) and flat view to display entities. The Start and Exclude columns contain option buttons that enable you to either begin the review process or remove an entity from the review process. Starting or Excluding Planning Units After a scenario and version are selected. As the budget administrator. the members of the Entity dimension become available for processing. Planning: Create and Manage Applications 24-11 . Start and Exclude change the process state of the affected planning unit. Hyperion. 2 Choose to start or exclude the entity for your planning unit. The plan cycle status is visible only to budget administrators. Copyright © 2007. All rights reserved.

When the Entity list is hierarchical and you start a parent. you can exclude a planning unit from the review process even after the planning unit is started and moved through several iterations. all annotations and history associated with the planning unit are discarded. Excluding Planning Units As the budget administrator. all children of the parent entity are also started. you begin the review process by selecting a planning unit and starting it. The planning unit status is returned to Not Started and the owner is set to No Owner. When you exclude a planning unit from the review process. 24-12 Planning: Create and Manage Applications .Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Starting the Planning Cycle As the budget administrator. You can choose to start all entities or a subset of entities for a scenario and version.

Planning: Create and Manage Applications 24-13 . Hyperion. Process states are changed when a review action is taken on a planning unit. Checking the Status of Planning Units The Process Status column reflects the stage of a planning unit as it moves through the budget review process. All rights reserved.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Checking the Status of Planning Units Select the Details link to view the details of a planning unit. Copyright © 2007.

Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Viewing the Details of Planning Units Select Change Status to perform a reviewer action on a planning unit. you can complete the following tasks: • Check the status of a planning unit • Add or view annotations for a planning unit • Change the status of a planning unit 24-14 Planning: Create and Manage Applications . Copyright © 2007. From the Details page. Viewing the Details of Planning Units You navigate to the Details page by clicking a Details link on the Check Status and Manage Process page. Hyperion. All rights reserved.

Copyright © 2007.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Changing the Status of Planning Units 2 Select the next reviewer / owner. Hyperion. 3 Enter an annotation regarding your action. Changing the Status of Planning Units You use the Change Status dialog box to select a reviewer action and the next reviewer to move your planning unit to the next step in the process management cycle. All rights reserved. You can also add an annotation regarding the action you are taking for the next reviewer. Planning: Create and Manage Applications 24-15 . Actions Actions are the operations available to change the status of a planning unit and direct its movement through the budget review process. 1 Select a reviewer action to perform on the planning unit. The options vary depending on the current status of the planning unit.

You must have a minimum of Read access to the planning unit to view or add an annotation. You can also add annotations to explain to budget reviewers the assumptions that you made in the plan. Only individuals with Read or Write access to the planning unit are available for selection.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process The following table summarizes the actions available based on a planning unit’s status: Planning Unit Status First Pass Under Review Actions Available Promote Approve Promote Sign Off Reject Approve Not Signed Off Promote Sign Off Reject Approve Signed Off Promote Reject Approve Approved Reject (budget administrators) Next Owner Select the next reviewer in the process management cycle based on the action selected. 24-16 Planning: Create and Manage Applications . Annotate Annotations associated with a planning unit provide guidelines to planners.

All rights reserved. not data that may be associated with the planning unit. you can check the current status of planning units by creating a report on all planning unit annotations for a selected set of scenarios. Printing Planning Unit Annotations As the budget administrator. and annotation text of the planning unit are automatically displayed. is displayed. Planning: Create and Manage Applications 24-17 . • Annotation text. versions. with the most recent entry displayed first. Hyperion. • Planning unit annotations are displayed chronologically.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Printing Planning Unit Annotations Administration > Reporting > Planning Unit Annotations Copyright © 2007. Some points to keep in mind when creating a planning unit annotation report: • The title. and entities. You set the options for creating a PDF file that reports planning unit annotations. author. date.

Under Review .Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process The report includes the following information about the planning unit: • Name of the application • Selected set of scenarios.Not Signed Off 24-18 Planning: Create and Manage Applications .First Pass .Approved . versions. and entities • Planning unit title and status • Date of origin • Author • Content of the annotation When you create the report.Signed Off . you can select the following report options: • Scenario—All or Custom (select by name) • Version—All or Custom (select by name) • Entity—All or Custom (select by name) • Process Status .

accounts. level 0 entities are available. Planning: Create and Manage Applications 24-19 . NOTE When you copy a version. When you copy data to a bottom-up version. the parent-level entities are available to be copied. For example. you can create a First Pass version and copy data for some or all of the entities in that version to a Second Pass version. Be sure that you do not inadvertently overwrite data for prior years. you can select the entity for which you want to copy data. All rights reserved. When you copy data to a target version. you quickly create a starting point for the Second Pass version. When you copy data for a version. Thus. Hyperion. data for all years.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Copying Data Between Versions File > Workflow > Copy Versions Copyright © 2007. Copying Data Between Versions You use the Copy Versions task in the Workflow section of the File menu to copy data from one version of a scenario to another version within the same scenario. and periods for the source version are copied to the destination version.

you could use the copy as a baseline to compare against future versions of data. you can copy it (using Copy Versions) to your personal version. 24-20 Planning: Create and Manage Applications . The Copy Versions task does not perform the following tasks: • Create an entry in the planning unit history • Copy or change planning unit status • Copy or change planning unit ownership NOTE Do not stop or load another Web page until the Copy Versions process is complete. you have the option to copy the account annotations and supporting detail for the planning units. You can use the copy versions option if you want to create: • A copy of the data for your own records.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process When you copy versions. • A starting point for subsequent bottom-up versions. Before you promote your data. If you want to create a copy of your plan so that you can compare it to the approved version. ask the budget administrator to set up a “personal” bottom-up version for you. This gives you a record of the data before you promote it. you cannot verify that the copy process has been completed successfully. For example. If you stop or load before the process is complete.

Final to Forecast. you can select the option to include supporting detail. FY08. You can also copy data from FY07 to FY08 to help planners prepare a budget. Planning: Create and Manage Applications 24-21 . you can also support the planning effort by using the Copy Data command to copy all relational data and data values. First Draft. or you can copy data from one business unit to another. you can copy Budget. As a budget administrator. For example. Hyperion. from one dimensional intersection to another dimensional intersection. Copying Data When you copy data from one version to another for the same scenario and entities.Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Copying Data Administration > Copy Data Copyright © 2007. FY07. All rights reserved. including supporting detail.

Module 9 Managing the Planning Process Lesson 24 Managing the Approval Process Summary In this lesson. you should have learned to: • Explain the planning process • Define a planning unit • Manage the review cycle for a planning unit • Copy data between versions • Copy data 24-22 Planning: Create and Manage Applications .

you should be able to: • Define task list capabilities • Navigate task lists in Basic and Advanced modes • Create task lists • Assign access to task lists • Validate task lists • Report on task lists .L E S S O N 2 5 25 Creating Task Lists Objectives At the end of this lesson.

using process management to submit numbers for approval. Task lists provide guidance in completing these activities. running required business rules. some of which may be performed infrequently.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Task Lists Overview Manage and guide users through the planning process Navigate using a step-by-step wizard in Basic mode Consist of one or more tasks — — — — — URL Task Data Form Business Rule Workflow Descriptive Created by administrators or interactive users Copyright © 2007. but the sequence and due dates of steps are identified as well. entering data in appropriate data forms. and running reports to review information. Task lists guide budget preparers by taking them through a step-by-step wizard. As the budget administrator. Task Lists Overview Task lists provide a powerful method of managing and guiding budget preparers through a planning process by providing lists of specific activities to complete within and outside Planning. Examples of tasks include reviewing instructions. Your organization’s plan or forecast may require budget preparers to perform multiple activities. Not only are individual steps mapped out with instructions. Hyperion. All rights reserved. you and interactive users can create task lists for a single user or group of users. 25-2 Planning: Create and Manage Applications .

but the task is not complete. alerts. about your progress in completing tasks: . . If you set up due dates and alerts. After budget preparers complete the requirements for a task. you provide a visual cue for the budget preparers to see their progress in completing tasks.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Depending on how you set up tasks in the task list. If you set up e-mail alerts. e-mail messages remind the budget preparers of tasks that are approaching their due date or those that are past their due date. the due date has passed. and instructions.Red—The task is overdue. • Alerts—A task can e-mail an alert. the due date is not yet approaching. Depending on how the e-mail alerts are set up. • Due date—A task can display a due date that shows when it must be completed. they can mark the task as complete. a visual cue. You can click the View link to view the instructions. the budget preparers receive e-mail reminders that help them keep track of their tasks. . • Instructions—A task can include instructions. You also determine the timing and frequency of messages. Planning: Create and Manage Applications 25-3 . the alert changes to a date stamp that shows the date and time of completion.Green—The task is on schedule. you can view due dates.Yellow—The task is approaching the due date.

Advanced mode: Select View > Advanced Mode. add data. you can choose to work with the task list in Basic mode or Advanced mode. The way that you view task lists depends on the mode that you are working in and how you want to work. A descriptive task can display read-only material. you can mark it as complete. View the status of the tasks and any instructions included with the task. Advanced mode provides the flexibility of working with all Planning functions to which you have access. A data form task can require that you open a data form. 25-4 Planning: Create and Manage Applications . and then click Save. Access other Planning features while you work with tasks. Navigate between tasks using the task list wizard. Basic mode provides a wizard to guide you through the sequenced steps in the task list. Focus on your predefined tasks in a task list page. View task lists assigned to you. Navigating Task Lists If task lists are assigned to you. Select task list from quick launch list. The way that you complete a task depends on the type of task on which you are working. A business rule task can require that you launch a business rule. along with the task lists to which you have access. After completing the requirements for a task. A workflow task can display a planning unit for you to promote. you must complete dependent tasks before you can complete the primary task. If a task has dependent tasks. All rights reserved. Hyperion. Copyright © 2007. such as a reminder to send a fax.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Navigating Task Lists Basic mode: Select View > Basic Mode.

Module 9 Managing the Planning Process Lesson 25 Creating Task Lists

Navigating Tasks Lists in Basic Mode
Select task list from View pane. View tasks listed in View pane. View tasks details or advance to next incomplete task.

View tasks listed in View pane

View task list details.

Advance to next incomplete task.

Copyright © 2007, Hyperion. All rights reserved.

Navigating Task Lists in Basic Mode
In Basic mode, a quick launch list is displayed at the top of the page. The list shows the task lists that are assigned to you. From the quick launch list, you can select the task list with which you want to work. After you select the task list, the tasks contained in the list are displayed in the View pane. In the content area, the status of the task list is displayed. You can choose to view the tasks within the task list to review due dates and instructions, or you can proceed to the first incomplete task in the task list.

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Module 9 Managing the Planning Process Lesson 25 Creating Task Lists

Navigating Task Lists in Basic Mode (Cont.)
View tasks in task list. View due date and status. View instructions.
Launch task list wizard / next incomplete task.

View due date and status.

View instructions.

Copyright © 2007, Hyperion. All rights reserved.

Navigating Task Lists in Basic Mode (Cont.)
You can choose to view the tasks in the task list while in Basic mode. This enables you to review the status and due date of tasks and to view any instructions associated with a task. After reviewing the tasks, you can click the Incomplete link to return to the wizard and proceed to the next incomplete task in the task list.

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Module 9 Managing the Planning Process Lesson 25 Creating Task Lists

Navigating Task Lists in Basic Mode (Cont.)
Perform task. Mark task as completed. Navigate to next task or next incomplete task.

Mark task as completed.

Proceed to next task.

Copyright © 2007, Hyperion. All rights reserved.

Navigating Task Lists in Basic Mode (Cont.)
After you select to proceed to the next incomplete task, that task is presented for you to perform. The sequence in the task list and the type of task defined determines what is presented to you. When you have finished working with the task list, you can access other Planning functionality by returning to Advanced mode (View > Advanced Mode).

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Module 9 Managing the Planning Process Lesson 25 Creating Task Lists

Navigating Task Lists in Advanced Mode
View > Task Lists > Task List or Task List toolbar icon

Task list(s) to which you have access

Copyright © 2007, Hyperion. All rights reserved.

Navigating Task Lists in Advanced Mode
To access task lists in Advanced mode, you select View > Task Lists > Task List. The Task List dialog box contains the following tabs: • Available Task Lists—Listing of tasks to which you have access. Select the task list to work with. • Task List—View the tasks in the selected task list, due dates, task status, and instructions. • Status—View the status of the task list. You can view task instructions, launch tasks, view task status, or mark a task as completed. While working in Advanced mode, you can perform all Planning tasks to which you have access.

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Module 9 Managing the Planning Process Lesson 25 Creating Task Lists

Navigating Task Lists in Advanced Mode (Cont.)
View tasks in task list and select task to perform. View due date and status. View instructions.

Select the task to perform.

View due dates and status.

View Instructions.

Copyright © 2007, Hyperion. All rights reserved.

Navigating Task Lists in Advanced Mode (Cont.)
On the Task List panel, you can view task instructions, launch tasks, view task status, or mark a task as completed.

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Module 9 Managing the Planning Process Lesson 25 Creating Task Lists

Navigating Task Lists in Advanced Mode (Cont.)
View the status of a task list.

Copyright © 2007, Hyperion. All rights reserved.

Navigating Task Lists in Advanced Mode (Cont.)
You can view the overall status and progress of a task list by selecting the Status tab. You can see what percentage of the task list is complete, how many tasks are still incomplete, how many tasks are overdue or due soon, and the date the next task is due. When you have finished working with task lists, close the Task List dialog box.

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Module 9 Managing the Planning Process Lesson 25 Creating Task Lists

Task List Creation Process
1. In Advanced mode, select Administration > Manage Task Lists. 2. Create task list folders. 3. Create a task list. 4. Edit the task list to add specific tasks.
— Add tasks to task list. — Define individual tasks further by adding instructions, due dates, and alerts. — Complete task creation by setting the properties for tasks.

Assign access to task lists. Validate task lists.

Copyright © 2007, Hyperion. All rights reserved.

Task List Creation Process
Before you create task lists, you can create folders for your task lists to organize them. Then, you create the task lists, define the tasks that comprise the task list, set task properties, assign access rights to the task lists, and, finally, test the task lists.

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2. All rights reserved. To create task list folders: 1. You can change the name of task list folders and as well as the order that the folders are displayed on the screen. Click OK. Use the Task List Folders area on the left of the Task List page to set up task list folders.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Working with Task List Folders 1 3 2 Copyright © 2007. Hyperion. 25-12 Planning: Create and Manage Applications . Type the name of the folder 3. Working with Task List Folders You can create folders to organize and keep track of task lists that are used for different purposes. Click Create.

2. 4. select the folder where you want to move the selected folder. 2. Click Rename. Type the name of the folder and click OK.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists To rename task list folders: 1. 3. 3. From the “Select the destination folder “drop-down list. To move task list folders: 1. Select the task list folder that you want to move. Select a task list folder. Click Move. Planning: Create and Manage Applications 25-13 . Click OK.

You assign access to task lists so that business users can use the task list by selecting the task list and clicking Assign Access. To create a task list. 25-14 Planning: Create and Manage Applications . Building Task Lists You identify tasks that users need to perform. to create a new task list in the Expense Budgeting folder. You can rename task lists by selecting the task and clicking Rename. You then determine a sequence and hierarchy to organize the tasks into a task list. first you decide the location and name of the task list. For example. Select Edit to add tasks to task lists. select the Expense Budgeting folder. All rights reserved.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Building Task Lists 1 3 2 Copyright © 2007. and clicking Create. Hyperion. You can move the task list to a different folder by using the Move button. You can delete tasks by selecting the task and clicking Delete.

Planning: Create and Manage Applications 25-15 . • Select File > New > Task List. do one of the following: • Selecting Administration > Manage Task Lists.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists To create new task lists.

Hyperion. All rights reserved. Copyright © 2007. You also define task properties and add instructions to the task list or to individual tasks to help users complete the tasks. 25-16 Planning: Create and Manage Applications . Adding Tasks to Task Lists After creating a task list.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Adding Tasks to Task Lists Use Add Child or Add Sibling to add tasks to the task list and define the hierarchy. you set up task titles and determine the hierarchy of the tasks.

Specify type of task. Hyperion. Set alert due date and time. you must navigate to the folder that contains the task list and select the task. Set task due date and time. You can select from the following types: • URL Task • Data Form • Business Rule • Workflow • Descriptive Planning: Create and Manage Applications 25-17 . Copyright © 2007. Indicate any dependency. Add instructions. All rights reserved. Setting Up Tasks After creating task lists and adding task names. You can specify the name of the task and the type of task and add instructions for users by using the Edit Task dialog box.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Setting Up Tasks Specify name of task. To do so. you define the individual tasks.

If you set a completion date for a task. you can set the due date and time for completing the task. A due-date message can be sent to notify the user that a task is overdue. You can also determine whether the task is dependent on another task.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Additionally. 25-18 Planning: Create and Manage Applications . You can also set an alert date to alert the business user about an upcoming due date. traffic light indicators are displayed on the task to alert users when the due date is approaching or when the due date has passed. You can also set up two types of e-mail messages to be sent to users. or an alert message can be sent to remind the user about an approaching due date.

and then select the form. MS Excel. select the plan type associated with the business rule.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Setting Task Properties Types of tasks to set properties for: Data Form Business Rule Workflow URL Task Copyright © 2007. you must set up properties for all tasks except descriptive tasks. or PDFs. You can set up a task to launch other applications such as MS Word. and then. • Workflow—From the Scenario drop-down list. from the Business Rule Name drop-down list. Setting Task Properties After adding a task. select the business rule. Hyperion. select the associated scenario. • Business Rule—From the Plan Type drop-down list. from the Version drop-down list. Planning: Create and Manage Applications 25-19 . select the associated version. • URL Task—Enter the fully qualified URL that you want to associate with the task. and then. The tasks for which you must set up properties include: • Data Form—Select the form folder that contains the form. All rights reserved.

so that users can sign on to other Hyperion products without signing on multiple times. you must enter a fully qualified URL to associate with the task.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists NOTE For URL Task properties. An example of a fully qualified URL is http://www. you have the option of using single sign-on.hyperion. In addition. 25-20 Planning: Create and Manage Applications .com.

administrators have Manage and Assign access to all task lists for design modifications and use. Manage and Assign enables users to modify the task list and to see and use the task list. Planning: Create and Manage Applications 25-21 .Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Assigning Access to Task Lists Assign enables users to view and use the task list. as determined by their access rights. Assigning Access to Task Lists You can assign various types of access to task lists. There are four types of access that you can assign to a task list. All rights reserved. By default. Manage enables users to modify the task list. and you can assign access to individual users or user groups. Hyperion. Interactive users and planners have access to certain task lists. None prevents users from seeing the task list. By assigning access to task lists. you determine who can view and modify task lists. Copyright © 2007.

Copyright © 2007. Use the wizard to advance to the next task. Select the task list from the quick launch list. Mark the task as completed. you should test them to validate that the task properties are correct.Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Validating Task Lists Ensure that you are in Basic mode. Validating Task Lists After defining task lists. All rights reserved. 25-22 Planning: Create and Manage Applications . that the tasks within the task list are sequenced properly. and that the task lists are accessible to relevant users. Hyperion. Complete the activities for the task.

NOTE You must be in Basic mode to view task list reports. You run task list reports from the View menu by selecting View > Task List > Report. completion dates. Hyperion. task list owners. All rights reserved. You can produce a report as either a PDF file or an Excel worksheet. due dates. and status of the task. Planning: Create and Manage Applications 25-23 .Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Reporting on Task Lists Copyright © 2007. Reporting on Task Lists You can create reports to review the task lists created for your application. The status report contains the task lists.

you should have learned to: • Define task list capabilities • Navigate task lists in Basic and Advanced modes • Create task lists • Assign access to task lists • Validate task lists • Report on task lists 25-24 Planning: Create and Manage Applications .Module 9 Managing the Planning Process Lesson 25 Creating Task Lists Summary In this lesson.

Lessons in this module include: • Financial Reporting Overview • Navigating Reports in Workspace .M O D U L E 1 0 Analyzing Planning Data with Financial Reporting 25 Overview The aim of this module is to navigate Financial Reporting and analyze plan data.

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preview.L E S S O N 2 6 26 Financial Reporting Overview Objectives At the end of this lesson. you should be able to: • Describe Financial Reporting • Review data sources • Navigate Financial Reporting Studio • Log on to Financial Reporting Studio • Identify portions of the Financial Reporting Studio workspace • Open. and print reports • Identify report components • Change the user point of view .

Financial Reporting Features With Financial Reporting. and balance sheets. you can graphically design and present analytic data. cross-platform.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Financial Reporting Features Financial Reporting functionality Batches and books Guided analysis Grids Asymmetric reporting PDF & HTML reports Access security Scheduling Reusable objects Charts Conditional formatting Printing Report designers and viewers Reports and books Copyright © 2007. Hyperion. All rights reserved. server-based report generation • Graphical. object-based report creation with simultaneous access to multiple Hyperion data sources • Objects that are reusable across multiple reports • Book creation for similar reports • Dynamic scheduling that enables automated reporting 26-2 Planning: Create and Manage Applications . You can design traditional financial report formats. Key features of Financial Reporting: • Flexible range of output options • Scalable. profit and loss statements. such as cash management reports. You can also design nontraditional formats for financial or analytic data that includes text and graphics.

and automatically exchange financial statements. You can use Financial Reporting to report on Workforce Planning applications and display the results of these slowly changing attributes. publish. It provides you with a standards-based method to prepare. and creditors. in March his status might change to part time. Workforce Planning and XBRL Functionality Workforce Planning is an add-on module for Hyperion Planning 4. For example. such as investors. Using Workforce Planning. XBRL makes it easier for you to produce financial statements for various audiences. This allows you to change the employee status over time. you may have a Status attribute dimension associated with an Employee dimension. Hyperion. regulators.0 and Hyperion System 9 Planning. John Smith might have the status of full time. All rights reserved. you can define a dimension with attribute associations that change across time periods or other dimensions. Planning: Create and Manage Applications 26-3 . reliably extract.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Workforce Planning and XBRL Functionality Workforce Planning and Financial Reporting Using Workforce Planning Using Financial Reporting Define a dimension with attributes that change across time periods or other dimensions Display the results of these slowly changing attributes XBRL Functionality and Financial Reporting Using XBRL Using Financial Reporting Prepare and publish financial statements for various groups Attach XBRL metadata to an existing report as an XBRL instance document Copyright © 2007. XBRL (Extensible Business Reporting Language) is an XML-based (Extensible Markup Language) framework. In January.

you can create XBRL instance documents. You can create XBRL instance documents using Analytic Services.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview With the XBRL functionality in Financial Reporting. 26-4 Planning: Create and Manage Applications . Planning. or Financial Management data sources. You attach XBRL metadata to an existing report and then export the report as an instance document.

Through Smart View. report. and manage the repository and security. and report objects. you can import Financial Reporting report images into Word and PowerPoint. Financial Reporting Architecture Financial Reporting is based on a three-tiered architecture that contains the client. With Hyperion System 9 BI+ Financial Reporting Studio ™. present. You can also import Financial Reporting report grids into Excel. You use the Financial Reporting Web client in the Microsoft Internet Explorer Web browser to view reports and books. and to view reports. Planning: Create and Manage Applications 26-5 . application. you connect to a Report Server to design reports. analyze.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Financial Reporting Architecture Client tier Financial Reporting Studio Financial Reporting Web client Web Server Financial Reporting Web application Workspace Web application Smart View Office Add-in Application tier Financial Reporting services Core Services Database tier Analytic Services Planning Financial Management SAP/ BW Repository Copyright © 2007. Hyperion. and distribute content. and database tiers. snapshot reports. design and run books and batches. Client Tier The client tier refers to the local interfaces used to author. All rights reserved.

5 or 9. communication. Core services provide mandatory services for storing and retrieving objects in the repository. reports.3. and report objects. authenticating users.3 • SAP BW 3.0.10. Database Tier The database tier contains the relational database repository and the Analytic Services or Planning data sources. generating output. Financial Reporting supports the following data sources: • Analytic Services 7.0.2.0 • IBM DB2 Release 8. managing roles.5 or 9. Financial Reporting services.0. and managing sessions.3 • Financial Management 4. The following relational databases are supported: • Microsoft SQL Server 2000 Service Pack 3a (Enterprise or Standard Edition) • Oracle 9i . The repository stores Hyperion system data.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Application Tier The application tier is a middle tier that retrieves the requested information and manages security. Workspace Web application.2 The Analytic Services and Planning data sources contain the data for your reports. and Core services are on the application tier.9. Financial Reporting services support Financial Reporting functionality by processing batch requests.1 or 3.1. The Financial Reporting Web application and Workspace Web application rely on the Web server to send and receive content from Web clients. such as security information.5 • Microsoft SQL Server 2000 or 2005 Analysis Services 26-6 Planning: Create and Manage Applications . and integration. and distributing Financial Reporting client content.1.1 or 10g .x or System 9 • Planning 4. The Web server. Financial Reporting Web application.

you can specify that jsmith can view all reports in the Sales Reports folder. you specify how they are authenticated when they log on to Financial Reporting and what actions they can perform. For example. After creating objects in the repository. When you create users. authorizing users to perform certain actions. For example. you assign the access rights that define which users can view or modify the objects. The security environment consists of authenticating users during the logon process. you define which users can design reports and which users can only view reports. All rights reserved. You manage users in Shared Services and specify to apply either native or external authentication when users log on to Hyperion products. Hyperion. Planning: Create and Manage Applications 26-7 . Common user provisioning resolves the issue in Hyperion applications of configuring the same user multiple times for each Hyperion product and application.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Security Overview Common user provisioning managed by Shared Services Native and external authentication of users Authorization of actions that users can perform in Financial Reporting Access privileges for report objects Copyright © 2007. and allowing access to objects and folders in the repository. Security Overview Hyperion System 9 BI+ uses common user provisioning for centralized user administration.

Hyperion. Frank Explorer Copyright © 2007. Doe Groups Roles Provisioning manager Global administrator A. A user can belong to multiple groups. You assign roles to users to determine the type of user they are and the actions that they can perform. You can assign roles through groups. Groups. groups. Jones Report designer V. A user with the scheduler role can schedule and manage batches in Financial Reporting. or a need to share the same information. and Roles Users J. Smith Development F. All rights reserved. 26-8 Planning: Create and Manage Applications . Groups. Users.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Users. a department within an organization. For example. A group is a collection of related users with similarities such as a geographical location. A role is specific to a product’s application and it is defined based on product functions. The users in the group inherit the roles assigned to the group. a user with the report designer role can access Financial Reporting Studio and create reports. and Roles Users. and roles are part of the security system. Yu Marketing P.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview The following table describes the available roles for Financial Reporting: Role Directory manager Explorer Global administrator Provisioning manager Report designer Scheduler Description Create and manage users and groups Access the Explore module to search for repository content Access all resources and all functionality Provision users and groups to applications Access Financial Reporting Studio. and import and export Financial Reporting content Schedule batches and manage batch output Planning: Create and Manage Applications 26-9 . create report objects.

26-10 Planning: Create and Manage Applications . The Planning Details data source should be used only when the report needs to contain Supporting Details or Planning Unit Annotations. use the OrderBy member selection function to sort the report in order of the properties. All rights reserved. By default. Data Sources for Financial Reporting To analyze your plan data using Financial Reporting. use the Member Property function for attribute member selection. member properties are in the order of the outline of the base dimension. Hyperion.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Data Sources for Financial Reporting Budgeting Application Plan Type 3 Plan Type 2 Plan Type 1 Copyright © 2007. The type of information you want to report on determines which ADM should be used to access the data source. you can access information using the Planning ADM (Planning Details) or Analytic Services ADM driver. • The HSP_Rates dimension is not visible. There is no ability to group or subtotal attribute values automatically. Consider the following points when using the Planning Details data source: • Attributes are not represented as dimensions.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview • Linked reporting objects (LROs) are not supported. Planning: Create and Manage Applications 26-11 . • Metadata security is first checked on the relational database. and then the request for data is made to Analytic Services accordingly.

26-12 Planning: Create and Manage Applications . and format of a report and specify the data sources from which the report retrieves its data. No data is shown in the report design window.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Financial Reporting Studio Copyright © 2007. dynamically change the data that is displayed. layout. and preview and print the report. All rights reserved. you can add objects to the report. Financial Reporting Studio Financial Reporting Studio is a report designer in which you create the structure. During report design. Hyperion.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Working with Financial Reporting Studio Select Start > All Programs > Hyperion System 9 BI+ > Financial Reporting Studio. such as Analytic Services or Windows NT LAN Manager. The user ID is authenticated by Financial Reporting or by an external source. you must start the Analytic Services Server. Enter user ID Select the server Click OK Copyright © 2007. Enter password Working with Financial Reporting Studio Before launching Financial Reporting Studio. Planning: Create and Manage Applications 26-13 . Hyperion. You must have a valid administrator or designer user ID and password to log on to Financial Reporting. All rights reserved.

Hyperion. you see a workspace area with a list of report objects. Standard Toolbar The standard toolbar provides the following alternatives to menu commands: Button Description Opens a new report workspace Opens the Open dialog box to select a report Saves a report or object in the repository 26-14 Planning: Create and Manage Applications . Financial Reporting Studio Workspace When you first log on to Financial Reporting Studio.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Financial Reporting Studio Workspace Standard Toolbar Repository Toolbar Copyright © 2007. From this workspace. you can create a new report or open an existing report. All rights reserved.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Button Description Opens the repository Opens the Print dialog box Displays the active report in the Print Preview window Displays the active report in the Web browser Repository Toolbar The repository toolbar provides the following alternatives to menu commands that manage the repository: Button Description Deletes the selected object Refreshes the repository display of objects Planning: Create and Manage Applications 26-15 .

Hyperion. Container that holds a group of similar reports.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Viewing Repository Objects Object name Object type Copyright © 2007. A report becomes populated with data when you run it. The following table describes the object types: Object Type Batch Book Grid Image Report Description Container that processes groups of reports and books. All rights reserved. You save all report objects in the repository and can then use the same object in more than one report. 26-16 Planning: Create and Manage Applications . Layout that dynamically identifies the content and formatting of a report. Report object that contains data from external data sources. Report object that contains a graphic or an image file. Viewing Repository Objects The Financial Reporting repository is the object management tool that functions like Windows Explorer.

you can create specific folders for batch jobs. To display repositor y objects: 1. A list of repository objects is displayed. books. Report object that contains text or functions. Select File > Explore. you can add additional folders and categorize them to suit your needs. 2. For example. Select View > Display Items of Type and select one of the following options to display only selected object types: • All Items • Report • Snapshot • Book • Snapshot Book • Batch • Saved Report Object Planning: Create and Manage Applications 26-17 . images.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Object Type Snapshot Description Generated report that contains static data from a specific point in time. Subsequent changes of the data in the data source do not affect the report content. or reports. or separate folders for different departments. In the Financial Reporting Web client. Text You cannot delete the highest-level folder named Root.

All rights reserved. you can view only snapshot reports. 2. Double-click the report to open it. 26-18 Planning: Create and Manage Applications . A dynamic report is opened in the report workspace. you must be connected to an Analytic Services or Planning database. A snapshot report is opened in the Web preview window. If you want to design. Expand the repository folders to find the report.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Opening Reports 1. view. Opening Reports You open reports to design. You can display both dynamic reports and snapshot reports. preview. Select File > Explore to display the repository objects. or print them. 3. Otherwise. or print dynamic reports. Copyright © 2007. Hyperion.

its property sheet is displayed in the workspace frame on the right. images. and charts. you add report objects to the report workspace. grids. As you select each report object. Planning: Create and Manage Applications 26-19 . You use property sheets to customize report objects. All rights reserved.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Report Components Image Grid Text Box Chart Copyright © 2007. Hyperion. Report Components Reports contain report objects such as text boxes. When you design a report.

In the user POV. By changing the user POV. you dynamically change the data that is displayed and calculated in the report.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Changing the User Point of View Members Dimension name Member name User POV bar Copyright © 2007. you change the default values for all grids in the report simultaneously. When you select a dimension on the user POV bar. The bar is specific to a database for a single user. but not specific to any report or grid in a report. you can select only one member for each dimension. 26-20 Planning: Create and Manage Applications . Changing the User Point of View Members The user point of view (POV) bar displays members that are not defined in the grid. All rights reserved. You can change the selected member for each dimension and attribute dimension that is not defined in the grid. Hyperion. In the POV. the Select Members dialog box is displayed.

layout. you preview it to check the result of the structure. All rights reserved. Planning: Create and Manage Applications 26-21 . navigating. Previewing and Printing Reports While designing a report. and format of the report. The Print Preview window includes a toolbar for printing. • Web Preview: Opens a Web browser window and displays the report with data as it appears in the Financial Reporting Web client. You can preview a report in two ways: • Print Preview: Displays the report with data as it appears when printed.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Previewing and Printing Reports Print Preview Web Preview Copyright © 2007. zooming in. and zooming out. Hyperion.

or you can print the report from the Explore window without opening it. you might print end-of-month reports for all regions. and number of copies. 26-22 Planning: Create and Manage Applications . you can select the printer. print range. For example. When you print the report. You can open a report and then print it.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview You can print dynamic and snapshot reports.

and print reports • Identify report components • Change the user Point of View (POV) Planning: Create and Manage Applications 26-23 . you should have learned to: • Describe Financial Reporting • Review data sources • Navigate Financial Reporting Studio • Log on to Financial Reporting Studio • Identify portions of the Financial Reporting Studio workspace • Open.Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview Summary In this lesson. preview.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 26 Financial Reporting Overview 26-24 Planning: Create and Manage Applications .

you should be able to: • Identify interface elements in Workspace • Set preferences • Set the user point of view • Limit the user POV member selections • Integrate reports into Microsoft Office applications .L E S S O N 2 7 27 Navigating Reports in Workspace Objectives At the end of this lesson.

and dashboards against any ODBC data source • Production Reporting—for high-volume enterprise-wide production reporting • Hyperion System 9 BI+ Enterprise Metrics ™ —for management metrics and analysis presented in easy-to-use. and reporting of multidimensional data • Interactive Reporting—for ad hoc relational query. All rights reserved. interactive dynamic dashboards 27-2 Planning: Create and Manage Applications . self-service reporting. personalized. Hyperion.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Workspace Overview Set preferences Create books View reports Copyright © 2007. presentation. Workspace Overview Workspace provides a single point of access to BI+ content and authoring tools. You can access the following content in Workspace: • Financial Reporting—for scheduled or on-demand highly formatted financial and operational reporting • Web Analysis—for interactive ad hoc analysis.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Depending on your assigned roles and security access. you can use Workspace to perform the following tasks related to Financial Reporting: • View and print reports and books • Create and modify books • Create and schedule batches • Assign access to repository items • Set preferences • Perform administrative tasks such as managing users Planning: Create and Manage Applications 27-3 .

item. Adjuster Content area Workspace User Interface In Workspace. Hyperion. you can open and work with the following Workspace elements. or files Displays information specific to the current module Provides commands that organize tasks and modules Provides access to Workspace modules Displays the location of the current folder.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Workspace User Interface Navigate menu Menu bar Buttons Standard toolbar Process bar View pane Document tab bar Copyright © 2007.: Element Name Adjuster Buttons Content area Document tab bar Menu bar Navigate menu Process bar Description Adjusts the size of the view pane and content area Enables performance of module tasks Displays active-module items. or step 27-4 Planning: Create and Manage Applications . All rights reserved. tasks.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Element Name Standard toolbar View pane Description Provides shortcut buttons for performing tasks Provides buttons that enable jumps between panels Planning: Create and Manage Applications 27-5 .

manage. groups. roles. Workspace Modules You use Workspace modules to perform the following tasks: Module Name Explore Applications Administer Schedule Impact Manager Open Items Description View. Hyperion. All rights reserved. and secure repository items Access and view applications such as Planning and Financial Management Manage users.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Workspace Modules Copyright © 2007. and authentication methods Schedule batch jobs for automated processing Update Interactive Reporting documents when database structures change View all documents or items opened in Workspace 27-6 Planning: Create and Manage Applications .

tips. View Pane Buttons When you select a module. context-sensitive buttons are displayed at the top of the view pane.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace View Pane Buttons Tips button Folders button Copyright © 2007. Button Tips Folders Description Displays shortcuts to actions (Tasks) and links to online help instructions (Tips) for tasks. and file details relevant to the current item Displays the Root folder and the folders and repository items below it Planning: Create and Manage Applications 27-7 . All rights reserved. Hyperion.

All rights reserved. You can select the page to be displayed in the content area. user authentication. You can set up prompts to save unsaved files. Setting General Preferences You can set defaults for the general appearance of your Workspace user interface. Hyperion. the Explore module. 27-8 Planning: Create and Manage Applications . Setting Preferences You can set preferences for the Workspace user interface. you select Explore and then select the FR/Qtr Reports folder. The Content option determines what other options are available. You can also show the document path and the Tips tab. For the example shown on the slide. Options: None Explore Document Favorite Application Copyright © 2007.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Setting Preferences Select File > Preferences. Preference changes become effective the next time that you log on. You cannot update the e-mail address because it is registered in the user’s security settings. and Financial Reporting Studio.

rather than by external sources. Hyperion. Native users are authenticated by Shared Services. All rights reserved. Setting Authentication Preferences If you are a native user in Workspace. Planning: Create and Manage Applications 27-9 .Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Setting Authentication Preferences Select File > Preferences > Authentication. such as Analytic Services or Windows NT LAN Manager (NTLM). you can change your password. Copyright © 2007.

Permissions define the level of access that you grant to other users. 27-10 Planning: Create and Manage Applications . If you do not select default folders. Default folders: • Default—Folder displayed when you select the Explore module. Setting Explore Preferences You can set Explore preferences to define default folders in Workspace. they are set to the top-most or root folder (denoted by /). All rights reserved. Hyperion. Copyright © 2007.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Setting Explore Preferences Select File > Preferences > Explore. typically the folder that you access most often • New Document—Folder in which the new document wizard searches for Web Analysis database connection files and Interactive Reporting documents You can also specify the default file permissions assigned to items you create or import into the repository.

All rights reserved. Select Inches or Centimeters Copyright © 2007. Select Dot or Line Setting Financial Reporting Studio Preferences You can set the following preferences for Financial Reporting Studio: • Language • XBRL Editing • Color. style. and distance between guide lines Planning: Create and Manage Applications 27-11 . and then select the Financial Reporting Studio tab.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Setting Financial Reporting Studio Preferences Select File > Preferences > Financial Reporting. Hyperion.

location. Hyperion. Setting Financial Reporting General Preferences You can define preferences and formatting options for the Financial Reporting module: • Default mode for previewing reports and books • User POV preview.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Setting Financial Reporting General Preferences Select File > Preferences > Financial Reporting. All rights reserved. and member selections • Microsoft Office application to which reports are exported • Behavior of prompts 27-12 Planning: Create and Manage Applications . Copyright © 2007.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace • Separators for formatting numbers in a grid The separators for formatting numbers in a grid apply only if you select the Defined by Preference option during report design. Planning: Create and Manage Applications 27-13 .

each item displays name. the folder items to which you have access are displayed in the content area. Hyperion. type. You can also change the column order by sliding the column headings to the right or left.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Browsing the Repository Sort the list by clicking a column header Qtr Reports folder Items in the Qtr Reports folder Copyright © 2007. Browsing the Repository In the Explore module. you can browse the repository and perform these actions: • Open reports and books • Edit books and batches • Export and import items • Set security access When you select a repository folder in the view pane. and description. 27-14 Planning: Create and Manage Applications . By default. You can sort the list of items by clicking the column headings. All rights reserved. date modified.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace On the View menu. you can change the display by showing or hiding columns and setting the width of each column. When you open reports and books. When you select Desktop. such as displaying only a list of books. You can also use the Viewer module to access repository items located on your desktop. Planning: Create and Manage Applications 27-15 . the repository items in the specified folder are displayed as icons in the content pane. You specify your default desktop folder in the Explore preferences. You can also limit the display to a particular type of item. their names are listed in the Viewer module.

• The search starts in the folder specified in the “Look in” box and proceeds through all subfolders.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Searching for Items In the Explore module. Searching for Items In the Explore module. By default. and type. Search criteria Search results Copyright © 2007. select Tools > Search. date. You can narrow your search by specifying item location. All rights reserved. • Multiple keywords are separated by a space. • Wildcards are not supported in the Keywords box. Search rules: • The search is not case-sensitive. 27-16 Planning: Create and Manage Applications . you can search for items based on keywords. keywords are generated for repository items and include the words in the item name and description. Hyperion.

ensure that a PDF writer (Adobe Acrobat Distiller. Planning: Create and Manage Applications 27-17 . GNU Ghostscript. or AFPL Ghostscript) is installed with your print server. Previewing Reports In the Explore module. you can preview reports in two formats: • Hypertext Markup Language (HTML)—Preview reports or snapshots • Portable Document Format (PDF)—Preview or print reports or snapshots that are displayed in the Web browser in Adobe Acrobat Reader NOTE Before previewing reports in PDF. Hyperion.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Previewing Reports User POV Grid POV Page selector Copyright © 2007. All rights reserved.

To preview repor ts or snapshots: 1. 2. When you double-click a report name in the repository. you can select the default preview mode for reports. you see data for a specific point in time. When you view a dynamic report. Because the POV is fixed with static data when it is created. A snapshot report is disconnected from the data source and is not updated when data changes. 27-18 Planning: Create and Manage Applications . right-click a report or snapshot. Select Open In > HTML Preview or Open In > PDF Preview. the report is displayed in the default preview mode. the user POV is not displayed when you view it. When you view a snapshot report. the report is automatically refreshed to display current data for the new member selection.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Analytic Services Server must be started so that you can view dynamic reports. In the repository. The report is displayed in the content area. From the Financial Reporting general preferences. When you change the user POV. The selected setting remains in effect until you change it. the user POV is displayed.

You change the user POV member selections to dynamically change what data is displayed and calculated in the report. All rights reserved. you search for all names that begin with LOC. When you change the POV. You can then select the member for the user POV from the Search Result dialog box. Hyperion. Changing the User Point of View When you preview a dynamic report. the user POV bar is displayed in the view pane or above the report. Planning: Create and Manage Applications 27-19 .Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Changing the User Point of View Wildcard search for entity names that begin with LOC Search results Copyright © 2007. You can search for a specific member to display in the user POV. the report runs and displays the data for the new POV member selection. For the example shown on the slide.

Description. Description.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace The following table describes the options in the Member Selection dialog box: Option Show Properties Expand All Rows Collapse All Rows Rows Per Page Description Select the properties to display. Next Page and Previous Page buttons enable you to scroll through the rows. Select the option on which to base the search. Expand the dimension hierarchy. Generation. Specify the number of rows displayed on a page. such as Name. and Level. Search by text and wildcard symbols: Find list Find box ? represents one character * represents multiple characters 27-20 Planning: Create and Manage Applications . If more members are available than the number of rows specified. Generation.) Find Use Wildcards Find the items that match the search criteria. such as Name. Enter the characters for a search: • Partial text with wildcard symbols • Exact characters (Enclose the characters and the blank spaces between them in quotation marks. and Level. Collapse the dimension hierarchy.

Workspace enables you to preview and select the user POV before it queries the database. the report displays the current data. Open the report in HTML or PDF mode. you must change it and rerun the report. this process is timeconsuming. Copyright © 2007. When you preview the user POV. Planning: Create and Manage Applications 27-21 . Previewing the Point of View When you view a report in Workspace. Hyperion. you make your POV selections before the report runs. If the POV is not the one that you want. All rights reserved. Select the POV before the data is retrieved. If you are working with a large database. A second query of the database is created.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Previewing the Point of View Select On to preview the user POV.

Hyperion. so that only listed members are displayed for all reports that retrieve data from the same database connection. Budget. All rights reserved. 27-22 Planning: Create and Manage Applications . dimensions may contain members that you never access. Limiting User Point of View Selections By default. For the example shown on the slide. all dimension members are available when you access the user POV.You can limit dimension members by creating a choices list.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Limiting User Point of View Selections Select File > Preferences > Financial Reporting > Setup Members. Go to Member Selection button Member label options Copyright © 2007. you specify that available members for the Scenario dimension are Actual. For all other dimensions. For Analytic Services or Planning databases. and Forecast. you may select any member.

click Financial Reporting. You can select to view dimension name. To set up user POV member selections: 1. and click Setup Members. To the right of the dimension for which you want to create a choices list. Planning: Create and Manage Applications 27-23 . 2. 3. Dimension name and member name are displayed. Select File > Preferences. The Setup User POV dialog box is displayed. or both member name and alias. The dialog box displays the database dimensions. member name.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace When setting up members for the user POV. A Members tab is displayed in the Setup User POV dialog box. alias. you can define the display of member names in the user POV bar. click Go to Member Selection: <dimension name>. select a database connection. From the Database Connection list. Member alias is displayed.

The members are displayed in the Selected area. 6. Options: • Only Members I Can Access: Only members to which the user has access are displayed in a flat list. click the ALL button to set the choices list back to All Members. and click the add button . 5. 9. 8. or both the member name and alias.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace 4. From the Member Selection Displays drop-down list. 27-24 Planning: Create and Manage Applications . Optional: To the right of the dimension for which you want to change the member selection. From the “Display Member Label as” drop-down list. From the “Dimension Labels are” drop-down list. select to display the member name. the alias. Click OK to save the member selections. The Setup User POV dialog box is displayed with the selected members listed in the Choices List column. select to filter members according to access privileges. In the Available area on the left. select whether dimension labels are Included or Not Included in the user POV bar. 10. select the members that you want to include in the choices list. 7. Repeat steps 3 through 5 for any dimension for which you want to create a choices list.

Click OK to save your changes and return to the Preferences dialog box. Planning: Create and Manage Applications 27-25 .Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace • All Members Regardless of Access: All members. 11. regardless of the user’s access privilege. are displayed in a hierarchy. NOTE The Member Selection Displays drop-down list is available only for Planning database connections.properties file is turned on. This option is displayed only if the DisplayFilterBySecurity flag in the hr_webapp.

After you change a page member. and the data for the selected members is displayed. Changing Page Members You can change a page member only if you assigned multiple members to the page axis during the report design.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Changing Page Members ActCurr page selection BudCurr page selection Copyright © 2007. the report is refreshed. All rights reserved. When you view a report with multiple page members in PDF. 27-26 Planning: Create and Manage Applications . You must view the report in HTML to select different page members. the data for the page members is displayed on different pages. Hyperion.

The browser print capabilities determine how the report is printed. Hyperion. Copyright © 2007. All rights reserved. all page members are printed. Printing Reports and Snapshots You can print reports or snapshots in HTML or PDF mode: • HTML—If a report or snapshot has multiple page members.Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Printing Reports and Snapshots 1. only the displayed page member is printed. Select File > Print > HTML or File > Print > PDF. PDF printing provides better quality than does HTML. Open the report in either HTML or PDF preview mode. PDF printing ensures that the report or snapshot is properly formatted and paginated. Planning: Create and Manage Applications 27-27 . 2. • PDF—If a report or snapshot has multiple page members.

Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace

Integrating Reports into Microsoft Office Applications

Copyright © 2007, Hyperion. All rights reserved.

Integrating Reports into Microsoft Office Applications
You can move reports and snapshots into Microsoft Office applications in the following ways: • Export from Workspace—You can export report content as an image into supported Microsoft Office applications. After inserting the content, you can query the corresponding Web application to refresh the image in Smart View. • Import to Microsoft Office—When logged on to a supported Microsoft Office application, you can import reports and snapshots from the Workspace repository into Word, PowerPoint, and Excel. This feature is provided through Smart View, which provides integration with Microsoft Office for Financial Reporting, Web Analysis, Financial Management, and Planning.

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Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace

Exporting Reports to Excel

Copyright © 2007, Hyperion. All rights reserved.

Exporting Reports to Excel
After previewing a report in HTML or PDF mode, you can export the report to a Microsoft Excel spreadsheet. When you export a report to Excel, you must choose one of the following options: • Fully-Formatted Grids and Text—The current page of the report is exported to Excel in a format that is similar to its format in Financial Reporting. The report is converted to HTML with the Hyperion formatting definitions and calculated numbers. Charts in the report are exported as images. To export multiple pages, you display and export one page at a time.
NOTE

If you are using Microsoft Office 2000, only the grid and text objects of the report are exported into Excel. Charts and images are not exported.

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Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace • Query-Ready Grids and Text—The first grid in the report is exported to Excel. The grid is converted to HTML, and Hyperion-specific formatting is removed. Images and charts in the report are not exported. After the grid is exported, you connect to an Analytic Services server and use Smart View to perform ad hoc analysis. To export a repor t to Microsoft Excel: 1. In the Explore module, open the report in either HTML Preview or PDF Preview mode. 2. Select File > Export > Excel > Fully-Formatted Grids and Text or Query-Ready Grids and Text. The File Download dialog box is displayed. 3. Perform an action: • Click Open to open the report in an Excel spreadsheet and then save the spreadsheet. • Click Save to save the report as an Excel worksheet that you can open at a later time.
NOTE

If you have set Excel files to open as a browser preference, the file may open automatically in the browser window, without showing the File Download dialog box.

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Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace

Exporting Reports to Word and PowerPoint

Copyright © 2007, Hyperion. All rights reserved.

Exporting Reports to Word and PowerPoint
After previewing a report in the Explore module, you can export the report as an image to Word or PowerPoint. You can export reports if you are using Microsoft Office 2002 or later. To export a repor t to Word or PowerPoint: 1. In the Explore module, open a report. The report is displayed in HTML or PDF mode. 2. Select File > Export > Word or File > Export > PowerPoint. The File Download dialog box is displayed. 3. Perform an action: • Click Open to open the report in Word or PowerPoint.

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Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace • Click Save to save the report as a Word or PowerPoint document that you can open later.
TIP

After importing the image, you can use the Microsoft Office Format Picture option to further format the object; for example, to crop and resize the image.

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Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace

Importing Reports to Microsoft Office Applications

Copyright © 2007, Hyperion. All rights reserved.

Importing Reports to Microsoft Office Applications
You can import Financial Reporting reports to Microsoft Office applications through Smart View: • Word and PowerPoint—The report is imported as an image. • Excel—The report is imported based on the selected method (Fully Formatted Grids and Text or Query-Ready Grids and Text). In Microsoft Office, you must connect to a Workspace repository that contains the reports that you want to import. You log on to the data source only once. For example, you can log on to a data source connection in Word and use the connection to access data in Excel or PowerPoint.

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Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace To import reports to Microsoft Word, PowerPoint, or Excel: 1. Launch Microsoft Word, PowerPoint, or Excel. 2. Select Hyperion > Connection Manager. The Connection Manager dialog box is displayed. 3. Select the data source, and click Connect. The Connection credentials dialog box is displayed. 4. Enter the user name and password, click Connect, and click Close. 5. Select Hyperion > BI+ Document > Import. The Import Workspace Document dialog box is displayed. 6. Expand a repository folder, select a report, and click OK. The Import Workspace Document dialog box displays the report. 7. Optional: In the POV, select an unselected dimension to change the user POV. 8. Select the All Pages check box to import all pages of the report. 9. Optional: Perform an action: • Word or PowerPoint—In the Import Document As list, select Image to import the report as an image. • Excel—In the Import Document As list, select Fully Formatted or Query-Ready, and select Split Pages across worksheets to place pages on separate worksheets. The report is imported into the Microsoft application. 10. Click Finish. 11. Optional: Save the report as a Microsoft Office document that you can open later.

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Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace Summary In this lesson. you should have learned to: • Identify interface elements in Workspace • Set preferences • Set the user point of view • Limit the user POV member selections • Integrate reports into Microsoft Office applications Planning: Create and Manage Applications 27-35 .

Module 10 Analyzing Planning Data with Financial Reporting Lesson 27 Navigating Reports in Workspace 27-36 Planning: Create and Manage Applications .

M O D U L E 1 1 27 Appendices Overview This module contains appendices to provide information about additional features of Planning not covered in this course. Appendices includes: • Sharing Data Using Data Synchronization • Working with Classic Application Administration .

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A P P E N D I X A Sharing Data Using Data Synchronization A Objectives At the end of this lesson. you should be able to: • Describe data synchronization • Create mapping tables and data synchronizations • Set data synchronization filters • View data flows • Execute synchronizations .

About Data Synchronization You use data synchronization to transfer data automatically from a source application to a destination application. For the example shown on the slide. A-2 Planning: Create and Manage Applications . Finbud is the destination application that contains financial budgeting plans. You can schedule data synchronization to run during off-peak business hours. and you can view data flows between applications after a data synchronization has occurred. All rights reserved. Data synchronization provides filters for selecting data needed for other applications.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization About Data Synchronization HYPlan application Finbud application Actuals Mapping table Budgeting plans Copyright © 2007. Hyperion. HYPlan is the master (source) application that contains both balance sheet and income statement actuals. You use data synchronization to transfer the data from the Net Income hierarchy of the HYPlan application to the Net Income hierarchy of the Finbud application.

Source application is where the data is retrieved from. Hyperion. you must create a mapping table to map members in the source application to members in the destination application. Copyright © 2007. After creating a mapping table. you specify source and destination dimensions. Creating Mapping Tables In order for the data synchronization to transfer dimension data between two applications. you insert it into a data synchronization. You can use the same mapping table in many data synchronizations. Destination application is the application that receives the data.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Creating Mapping Tables To create a mapping table. All rights reserved. the dimension member names must match. Planning: Create and Manage Applications A-3 . For example. If the member names do not match. you could map data from the Account member in the source application to the Revenue member in the destination application.

Select the member from the source dimension. 3. 6. On the Setup page. The Mapping Table Designer is displayed. A-4 Planning: Create and Manage Applications . 4. specify how each member is mapped: a. Validate the mapping. 7.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization To create mapping tables: 1. specify the source application. b. destination application. Save the mapping table. Determine which dimension members must be mapped due to mismatched member names. Select the member in the destination dimension to which it should be mapped. 5. and the dimension for which you want to map data. Select File > New > Mapping Table. 2. On the Map Data page. Repeat step 4 for each member that must be mapped.

3. Planning: Create and Manage Applications A-5 . Creating Data Synchronizations You create a data synchronization by performing the following tasks in the New Synchronization wizard: 1. Data Synchronization Toolbar Validate Synchronization Insert Mapping Table Execute Synchronization Copyright © 2007. 2. Specify the data source and the destination application.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Creating Data Synchronizations You use a wizard to create a data synchronization. Hyperion. All rights reserved. Create filters for source dimensions. Link source dimensions to destination dimensions.

Data source types: • Flat file • Interface table • Planning or Financial Management application A-6 Planning: Create and Manage Applications . All rights reserved. Specifying Source and Destination You use the New Synchronization wizard to specify the data source and destination for a synchronization. Object or application that is receiving the data.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Specifying Source and Destination The Data Synchronization Wizard has three pages: Data Synchronization Page Source Type Select Source Select Destination Description Data source type that is sending the data. Hyperion. The target application can be a Planning or Financial Management application. Application that is receiving the data. Copyright © 2007.

Hyperion. For example. Source application is where the data is retrieved from Copyright © 2007. you map the data for the GL_Accounts dimension in the source to the GAAP_Accounts dimension in the destination application. All rights reserved.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Linking Dimensions Insert mapping tables in Data Synchronization to ensure correct data linking between members. Planning: Create and Manage Applications A-7 . To link dimensions: • Drag a dimension from the source application to the destination application. A link is displayed as a line connecting the source dimension to the destination dimension. you specify a matching dimension in the destination application for each source dimension. Linking Dimensions After specifying the data source and destination.

the Finbud application must receive data from the HYPlan application. To create filters: 1. right-click a dimension and select Create Filter. However. the Finbud application needs data only from the West entity. 2. Copyright © 2007.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Setting Filters You select filters using the Member Selector dialog box. you transfer data only from West. By applying a filter to the Entity dimension in the HYPlan application. Hyperion. data for all dimension members of each dimension is transferred when you execute a data synchronization. All rights reserved. The Member Selector dialog box is displayed. A-8 Planning: Create and Manage Applications . Setting Filters By default. For instance. Select members and click the right arrow button. On the Link Dimensions page. You can create filters so that only member data needed in the destination application is transferred from the source.

Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Applying Filter Criteria A filter was applied to the source entity. Applying Filter Criteria You can set criteria to refine a filter: Filter Criteria Equal Like Description Filters what is equal to the dimension name in the selector field Filters to perform pattern-matching functionality on partial dimension names NOTE After the filter is applied to the dimension. a filter icon is inserted next to the dimension name on the Link Dimension page. Copyright © 2007. Hyperion. All rights reserved. Planning: Create and Manage Applications A-9 .

All rights reserved. From the mapping table list. select a table and click OK. Mapping tables are inserted for those applications that are not able to link dimension to dimension. Not all data synchronizations require mapping tables.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Inserting Mapping Tables Insert Mapping Table button Copyright © 2007.) A-10 Planning: Create and Manage Applications . Inserting Mapping Tables Inserting mapping tables is the last step before validating a data synchronization. 2. A dashed line is displayed to indicate that a mapping table was inserted. To inser t mapping tables: 1. On the Data Synchronization toolbar. select Insert Mapping Table. Hyperion. because the dimension’s members have different names in both applications. (A solid line indicates that dimension members are linked without inserted mapping tables.

2. Validating Data Synchronizations When you validate a synchronization. To validate synchronizations: 1. You can quickly rectify synchronization issues. enter a standard mathematical operator. All rights reserved. b. The Data Sync Validation Options dialog box is displayed. Optional: In the Value text box. a. In the Operator text box. Optional: Define a calculation to perform on the data. Planning: Create and Manage Applications A-11 . the source and destination process the request and resulting data and generate errors without writing the data to the destination application.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Validating Data Synchronizations Validate Synchronization button Copyright © 2007. 3. Hyperion. enter a numeric value. Right-click the synchronization and select Validate Synchronization. Click OK.

A-12 Planning: Create and Manage Applications . Hyperion. you can view the applications in a graphical representation that shows the data flow from the source application to the destination application. You can access Data Flow from the Application Library by right-clicking the application and selecting Data Flow.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Viewing Data Flows Copyright © 2007. All rights reserved. Viewing Data Flows After setting up data synchronization between applications. You can view data flows from either the source application or the destination application.

Executing Data Synchronizations When you execute a data synchronization. All rights reserved. Hyperion. a. enter a standard mathematical operator.Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Executing Data Synchronizations Execute Synchronization button Copyright © 2007. The Data Sync Execution Options dialog box is displayed. Click OK. In the Operator text box. you could specify that the values should be increased by 10%. To execute synchronizations: 1. Right-click the synchronization and select Execute. b. 2. For example. and pushed to the destination application. transformed according to mapping rules. Optional: In the Value text box. the data is retrieved from the source application. Optional: Define a calculation to perform on the data. if you are transferring data from Actual to Budget. 3. You can specify a calculation to apply to the data being transferred. enter a numeric value. Planning: Create and Manage Applications A-13 .

Module 11 Appendices Appendix A Sharing Data Using Data Synchronization Summary In this lesson. you should have learned to: • Describe data synchronization • Create mapping tables and data synchronizations • Set data synchronization filters • View data flows • Execute synchronizations A-14 Planning: Create and Manage Applications .

you should be able to: • Describe classic administration • List the steps for creating Planning applications • Create Planning applications using classic application administration • Set up dimensions and members in Planning • Load metadata files .A P P E N D I X B Working with Classic Application Administration B Objectives At the end of this lesson.

All rights reserved. This appendix describes Classic administration tasks. B-2 Planning: Create and Manage Applications . Classic administration enables you to administer Planning on an application-by-application basis. you could create an application for your cost centers for budgeting operating expenses and a separate application for the finance department for revenue planning. For example. scenarios. Classic Administration Overview An application is a related set of dimensions and dimension members that you use to meet a specific set of planning needs.Module 11 Appendices Appendix B Working with Classic Application Administration Classic Administration Overview Copyright © 2007. entities. and other dimensions. You can create applications using either BPM Architect or Classic application administration. Different menus and options are available for each type of application. Hyperion. To use Classic application administration. you must be assigned the Shared Services roles of Dimension Editor and Planning Application Creator. Each application has its own accounts.

To set up your application’s dimension. Planning: Create and Manage Applications B-3 .Module 11 Appendices Appendix B Working with Classic Application Administration You create applications by using the Classic Application Wizard. You can load metadata by using Data Integration Manager (DIM). you use the Planning Dimension editor. You can add dimensions and dimension members or modify existing member’s characteristics by working with the Planning Dimension editor.

All rights reserved. B-4 Planning: Create and Manage Applications . If your organization has custom summary time periods. You then create the scenarios and versions that you will use in your application. By using the Classic Application Wizard. After you establish the application. you create an application using the Classic Application Wizard. and its participants Copyright © 2007. If you set up your application to support multiple currencies. First. you can set up your application even further. and plan types. You use Data Integration Manager to load metadata into your application. you set up the application calendar. Hyperion.Module 11 Appendices Appendix B Working with Classic Application Administration Processes in Creating Planning Applications Create an application using Classic Application Wizard Establish the currencies and corresponding exchange rates Modify the calendar with the custom summary time periods Create scenarios and versions Create entities to reflect your organization’s budget review structure Create the accounts and additional dimensions Use DIM to load metadata and data Assign access rights to users and user groups Create appropriate data-entry forms Use Business Rules to build customized calculations and allocations Identify review and approval process. default currency. You create entities to reflect your organization’s budget review structure. Processes in Creating Planning Applications Setting up an application requires many steps. You also create the accounts and additional dimensions that you require to gather planning data. you modify the calendar to include them. you establish currencies and corresponding exchange rates. its requirements.

you identify the review and approval process. you are at a good point to assign access rights to users and user groups. Planning: Create and Manage Applications B-5 . you create customized business rules to run calculations and allocations specific to your organization. and its participants. Next. you create appropriate data entry forms to meet the needs of your users and groups. Finally. As you continue to set up your application.Module 11 Appendices Appendix B Working with Classic Application Administration After you finalize your dimension structure. its requirements.

Module 11 Appendices Appendix B Working with Classic Application Administration

Hyperion System 9 Planning Application Creation Overview
Create relational database Register data source

Configure relational database

Create application Create Analytic Services databases

Copyright © 2007, Hyperion. All rights reserved.

Hyperion System 9 Planning Application Creation Overview
Before you create a Planning application, you need to create and configure a relational database to work with Planning. You then need to establish connectivity between Planning, the relational data source, and Analytic Services. To create an application, you complete the following steps: • Create a relational database. • Configure the relational database using the Configuration Utility. • Create application using Classic Application Wizard. • Create Analytic Services databases. • Register the data source name (DSN) using the Classic Application Wizard.

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Module 11 Appendices Appendix B Working with Classic Application Administration

Planning Relational Databases
Create and define a Planning system database and a relational database for each Planning application.
CorpPlan

HPSystem
CorpPlan TaxPlan Finbud

Finbud

TaxPlan

Copyright © 2007, Hyperion. All rights reserved.

Planning Relational Databases
Planning requires one relational database for each application as well as one defined as the Planning system database, which stores an entry for each Planning application that is created. The procedures for creating relational databases vary depending on which relational store your company uses: Microsoft SQL Server, Oracle, or IBM DB2. Once the relational database is created, connectivity between Planning, the relational database, and Analytic Services databases needs to be established by registering data source names.
NOTE

Creating relational databases is typically the responsibility of a system administrator.

Planning: Create and Manage Applications B-7

Module 11 Appendices Appendix B Working with Classic Application Administration

Configuring Data Sources

Copyright © 2007, Hyperion. All rights reserved.

Configuring Data Sources
You configure data sources using the Configuration Utility. Configuring the data source establishes the connection between the relational data source, the relational database and the Analytic Services database. To Configure Data Sources: 1. Select Start > All Programs > Hyperion System 9 Foundation > Configuration Utility. 2. At the Welcome message, click Next. 3. On the Select the products to configure page, select Planning and Data Source Configuration, and click Next. 4. On the Select the options for managing the Data Source page, select Create Datasource and click Next.

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Module 11 Appendices Appendix B Working with Classic Application Administration 5. On the Enter Details for creating Datasource page, enter the Datasource Name and description, and click Next. 6. From the Instance Name drop-down list, select an instance, and click Next. 7. On the Select the database page, select the relational database, and click Next. 8. On the Enter the Relational Storage Configuration Details page, enter the Server name, User and Password, and click Next. 9. On the Enter Analytic Server Information page, enter the Server, User and Password, and click Next. 10. At the successful message, click Next. 11. At the Do you want to go back to the Product Selection Panel message, select No, and click Next. 12. Click Finish.

Planning: Create and Manage Applications B-9

Module 11 Appendices Appendix B Working with Classic Application Administration

Creating Applications Using Classic Application Wizard
Use Classic Application Wizard to initialize an application

Data Source

Calendar

Currencies

Plan Types

Copyright © 2007, Hyperion. All rights reserved.

Creating Applications Using Classic Application Wizard
You use the Classic Application Wizard to create, and delete Planning applications, and to register applications with Shared Services. The Classic Application Wizard guides you through the process of creating a new Planning application. Creating an application and databases involves the following steps: • Select the data source • Create the calendar - Select the base time period and weekly distribution options - Set up the calendar range • Choose the base currency and whether the application supports multiple currencies • Set up plan types

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Planning: Create and Manage Applications

Module 11 Appendices Appendix B Working with Classic Application Administration

Accessing Classic Application Wizard

Copyright © 2007, Hyperion. All rights reserved.

Accessing Classic Application Wizard
You access the Classic Application Wizard by selecting Planning Administration from the Classic Application Administration menu. To create a new application and initiate the Classic Application Wizard, click Create Application.

Planning: Create and Manage Applications B-11

Module 11 Appendices Appendix B Working with Classic Application Administration

Selecting the Data Source

Copyright © 2007, Hyperion. All rights reserved.

Selecting the Data Source
On the Select tab, you specify the application name and description, and register the application with Shared Services by selecting the Shared Services project. You also select a data source and instance for the application. The application name can be up to eight characters and must not be the same as an existing Analytic Services application.
NOTE

Data sources and instances are set up when you install and configure Planning. For Classic applications, you must select the instance whenever the instance changes in the Hyperion Configuration Utility.

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Setting Up the Calendar You set up the calendar to establish the application’s base time periods (12 months. quarters. Hyperion.Module 11 Appendices Appendix B Working with Classic Application Administration Setting Up the Calendar Copyright © 2007. or custom). All rights reserved. If you select 12 months for base time periods: • four quarters are created per year • months roll up into parent quarters • quarters roll up into years Planning: Create and Manage Applications B-13 . You select the base time periods and monthly distribution pattern based on the number of fiscal weeks in a month. or set up custom base time periods such as weeks or days. Base time periods are the bottom-level periods in the application. You can select from the predefined options of either months or quarters. You can select a distribution pattern to determine how data entered in summary time periods is distributed or spread among the base time periods. starting fiscal year and month. and total number of years.

Planning treats quarterly values as if they were divided into 13 weeks and distributes weeks according to the selected pattern. You can add more years to the calendar after the application is created. B-14 Planning: Create and Manage Applications . the starting fiscal year for the application cannot be changed. If you select a weekly distribution pattern other than Even.Module 11 Appendices Appendix B Working with Classic Application Administration After you create an application. Weekly distribution sets the monthly distribution pattern. You can select the Total Years to be included in the application. based on the number of fiscal weeks in a month.

Hyperion. Multiple-currency support is available for level 0 members. local currency. regardless of their base currency. input currency. Planning: Create and Manage Applications B-15 . The dimensions are: • Currency —Stores the application currency.Module 11 Appendices Appendix B Working with Classic Application Administration Setting Up Currencies Copyright © 2007. and reporting currency members. You cannot change these settings after you have created the application. and exchange rate members. The Classic Application Wizard creates two additional dimensions for multiplecurrency applications. Setting Up Currencies You use the Currencies window to specify the default currency for the entities in your application and to establish whether your application supports currency conversion. All rights reserved. • HSP_Rates —Stores the input value.

B-16 Planning: Create and Manage Applications . All rights reserved. and other dimensions and members of your application. the sales department might be responsible for a yearly revenue plan and the finance department for a Profit and Loss plan. so that the database for each plan type contains just the dimensions. For example. and data values relevant to that plan type. you associate them with plan types. Separate Analytic Services databases are created for each plan type. The number of plan types included in an application depends on your organization’s needs.Module 11 Appendices Appendix B Working with Classic Application Administration Setting Up Plan Types Copyright © 2007. You could define two plan types: Revenue and PandL. This allows for improved system performance. Setting Up Plan Types You can include up to three plan types in your application. As you create the accounts. Hyperion. members. entities.

without all of the account details. the Revenue plan might include a number of sales detail accounts that roll up to a Total Product Sales account. You can set up the P&L plan to include the Total Product Sales account. but to omit the sales detail accounts. This creates a smaller. Plan type labels can be up to eight characters long. more efficient database for your P&L plan. Planning: Create and Manage Applications B-17 . This enables you to bring the data value for Total Product Sales into your P&L plan. NOTE You cannot change the number of plan types or the plan type labels after you create the application.Module 11 Appendices Appendix B Working with Classic Application Administration Data can be shared between the plan types. For example.

If you do not see the application listed. Hyperion. Completing Application Setup You can review the application settings you selected on the Finish window. After you receive a successful message.Module 11 Appendices Appendix B Working with Classic Application Administration Completing Application Setup Copyright © 2007. Before you create the application. click Finish. you can modify your settings on any of the other windows by returning to the appropriate window and making the adjustments. To create the application with the application settings listed on the Finish window. B-18 Planning: Create and Manage Applications . you can refresh the Application menu. All rights reserved. you can use the Navigate menu to log onto the Planning application.

Module 11 Appendices Appendix B Working with Classic Application Administration Creating Analytic Services Databases Copyright © 2007. Creating Analytic Services Databases Creating the application. creates a folder in Analytic Services with the application name and two files in the application directory a .app file and a . Planning: Create and Manage Applications B-19 . Hyperion.log file. In order to create an initial outline with the dimension structure. you select to create the databases from the Administration > Manage Database window. All rights reserved.

Module 11 Appendices Appendix B Working with Classic Application Administration Reregistering Applications Copyright © 2007. but its data is stored in Analytic Services. Reregistering Applications Your Planning application’s definition is stored in a relational database. Hyperion. your application is registered. You can use the Classic Application Wizard to reregister an application with Shared Services. B-20 Planning: Create and Manage Applications . To bridge the communication between the relational database and Analytic Services. If you created a new application and selected a Shared Services project. you need to register a DSN for each application. All rights reserved.

select the dimension. Select Administration > Dimensions. You can assign access rights to members.Module 11 Appendices Appendix B Working with Classic Application Administration Building Member Hierarchies Copyright © 2007. rearrange members in the dimension hierarchy. Set up the member properties. 2. and then click Save. All rights reserved. Planning: Create and Manage Applications B-21 . 4. To Add Dimension Members: 1. Hyperion. You use the Member Property tab to set and change member characteristics. Building Member Hierarchies You can create and update dimensions by using the Dimension Editor. and change characteristics of dimension members. Click Add Child or Add Sibling. 3. From the Dimensions drop-down list.

Module 11 Appendices Appendix B Working with Classic Application Administration The next time you create or refresh the database. You can add dimension members to custom dimensions the same way that you add members to Planning required dimensions. B-22 Planning: Create and Manage Applications . You can add custom dimensions such as Customer or Product by selecting Add Dimension. the Analytic Services outline is generated with members in the order that is displayed on the Dimensions window.

Module 11 Appendices Appendix B Working with Classic Application Administration Working with Attributes Copyright © 2007. you can create an attribute called Channel for the Product dimension. Data values for attribute values are dynamically calculated and not stored. You create attributes for a dimension to group its members according to the same criterion. catalog. You must assign attribute values to dimension members at the same level within a dimension. You then assign the values of either retail outlets. You create attribute values which are assigned to dimension members. Working with Attributes You can set up attributes to add another level of granularity to your data. NOTE Only sparse dimensions can contain attributes. and internet. Channel can have values of retail outlets. You can filter members by their attribute values when creating data forms and reports. All rights reserved. or internet to members of the Product dimension. Hyperion. For example. catalog. Planning: Create and Manage Applications B-23 .

select the attribute value to assign to the member and then click Add and Save. Optionally. Click Close to close the Manage Attributes and Values window. 9. To Assign Attribute to Members: 1. 3. From the Dimension drop-down list. such as Customer or Product. From the Attribute Values list. Select Administration > Dimensions. 8. When done saving new attribute values click Cancel to close the Create Attribute Value dialog box. 15. 14. 5. press Enter if you have more attributes to enter. Select the member to which to assign an attribute value.Module 11 Appendices Appendix B Working with Classic Application Administration To Set Up Attributes: 1. select the dimension for whose member you want to assign an attribute value. From the Dimension drop-down list. 7. Click Edit. Click Create. 13. 10. 11. 4. 5. 6. Select the attribute for which you want to enter values. 2. 3. Click Save when you are finished adding attributes. By the Attributes in dimension column. Select Attribute Values. Enter the value for the attribute. 4. 12. When done saving new attributes click Cancel to close the Create Attributes dialog box. Optionally. press Enter if you have more values to enter. 2. Click Custom Attributes. select the dimension for which to create attributes. and click Create above the attribute values column. Click Save when you are finished adding attribute values. Select the dimension name. B-24 Planning: Create and Manage Applications . Enter the name of the attribute.

to Planning Account. and so on) or by their descriptive alias (Travel Expenses. Business users can override the default selection by choosing the alias table from the Preferences option on the File menu. Scenario. or aliases. Office Supplies. 300. Version. and user-defined dimension members. You create alias tables from the Administration menu. Administrators can set which alias table to display by default for the application in Application Settings. members in the Account dimension may be identified by their number (100. You set up aliases for members on the Member Properties tab in the Dimension Editor. Members could also have aliases for different languages. you must refresh the application. You can create up to ten aliases per dimension member. Period. If you add or change aliases or alias tables. For example. Year. All rights reserved. 200. Hyperion.Module 11 Appendices Appendix B Working with Classic Application Administration Creating Alias Tables Copyright © 2007. Entity. Creating Alias Tables You can assign one or more alternate names. Planning: Create and Manage Applications B-25 . Consulting Fees). Currency. including the default alias.

Select Administration > Alias Tables. Click Edit. Click Save. To Set Up Aliases for Members: 1. 4. from the Alias drop-down list. Click Add. 5. and click OK. 7. 3. Select Administration > Dimensions. B-26 Planning: Create and Manage Applications . 2. select the alias table. 6. From the Dimension drop-down list. select a dimension. 2. enter a value. 3. On the Member Properties tab.Module 11 Appendices Appendix B Working with Classic Application Administration To Create Alias Tables: 1. For the alias value. Enter the name for the alias table. Select the member in the hierarchy for which you want to set up an alias.

All rights reserved. After you click in a cell that is associated with a smart list. You need to use planning details as your data source to report on smart list data. You can create reports to capture the smart list information entered. Hyperion. You can then select one of the Smart List options as the value for the cell. you select a value from a drop-down list. Instead. Smart Lists Overview Administrators use Smart Lists to create custom drop-down lists that business users access from data form cells. Planning: Create and Manage Applications B-27 . data cannot be entered by typing a value. For cells whose members are associated with smart lists.Module 11 Appendices Appendix B Working with Classic Application Administration Smart Lists Overview Copyright © 2007. you can click on the arrow to expand the smart list.

Create the Smart List: 1. create a new member or use an existing member: 1. Set up Smart List entries. For example. 2. Set up Smart List properties. if you have an account called ProjectCat to represent project categories and you assigned a smart list (Project_Category) to that account.Module 11 Appendices Appendix B Working with Classic Application Administration Smart List Creation Process 1. From the Dimension Editor. 2. Refresh the Planning Database. Hyperion. you would select ProjectCat as the account member to show on the data form. by selecting the dimension member for the data form. Set the Member Properties for the member and associate the new member with the Smart List. 2. you can use smart lists on data forms. 3. you assign the smart list to dimension members as a member property. After the smart list has been created and assigned to the dimension member. Smart List Creation Process Administrators can set up smart lists. Set up the Smart List to work on a data form Copyright © 2007. All rights reserved. B-28 Planning: Create and Manage Applications . After you create the smart list.

and Entries tabs and can review your smart list by selecting the Preview tab. You add values on the Entries tab to define the selections in the Smart List. enter a name. To create Smar t Lists: 1. Hyperion. Planning: Create and Manage Applications B-29 . and click OK. All rights reserved. Select Administration > Manage Smart Lists. Click Create. edit. and delete Smart Lists. Creating Smart Lists You use the Smart Lists page to create. You create smart lists by assigning values on the Properties.Module 11 Appendices Appendix B Working with Classic Application Administration Creating Smart Lists Copyright © 2007. 2.

3. 5. 8. Select the Preview tab to review your smart list. Set up the Smart List properties. click Save. Click Add.Module 11 Appendices Appendix B Working with Classic Application Administration To Set Up Smar t Lists: 1. B-30 Planning: Create and Manage Applications . 2. 4. To save the smart list. If you selected to automatically generate the numeric ID then do the following: • Type the Name • Type the Label 6. Select Entries. and click Edit. Select the Smart List. If you did not select to automatically generate the numeric ID then do the following: • Type the ID • Type the Name • Type the Label 7.

Module 11 Appendices Appendix B Working with Classic Application Administration Associating Smart Lists Smart lists are associated with members from a dimension. you associate Smart Lists to members as a member property. Planning: Create and Manage Applications B-31 . You then modify data forms to include the member. Hyperion. Business users working with the data form click into cells whose members are associated with a Smart List. All rights reserved. typically the Account dimension Reserve the member to store smart list values and do not use that member to enter any regular data values Consider setting up a separate rollup within the dimension for the members for which smart lists are assigned Place the member representing the Smart List onto data forms Copyright © 2007. and select from a drop-down list instead of entering data. Associating Smart Lists After you create and set up Smart Lists.

All rights reserved. To make UDAs available for multiple dimensions. and select UDAs for members from the UDA tab. You could create a UDA called New Products and base certain calculations only on new products. UDAs. and Member Formulas with various product members. creating a UDA for an Account member makes it available for non-shared Account members. For example. create the same UDA for multiple dimensions. UDAs are specific to dimensions. Deleting it removes it for all Account members. Setting Up UDAs You can use user-defined attributes (UDAs)—words or phrases describing a characteristic of members—within calc scripts. and reports to return lists of members associated with the specified UDA. member formulas. change. For example. Hyperion. B-32 Planning: Create and Manage Applications .Module 11 Appendices Appendix B Working with Classic Application Administration Setting Up UDAs Set up UDAs to group members Create and Assign UDAs in the Dimension Editor Copyright © 2007. For example. create a UDA named New for Account and Entity dimensions to make the UDA named New available for Account and Entity members. You create. say you have a Product dimension Using Smart Lists.

Module 11 Appendices Appendix B Working with Classic Application Administration To Create UDAs: 1. 2. To Select UDAs for members: 1. and click Edit. In the Dimensions drop-down list. Planning: Create and Manage Applications B-33 . From the dimension hierarchy. 3. select the dimension for whose member to create the UDA. Click Save. On the UDA tab. 2. click Add. Select Administration > Dimensions. select a member. 4. 5. Select the UDAs for the member and move them to the Selected UDA window. Enter a name and click Save. 6. Navigate to the UDA tab.

gross profit and net sales are calculated by accumulating data from members in the Analytic Services outline. All rights reserved. In order to calculate profit percent. Hyperion. Setting Up Member Formulas You use the Member Formula tab to set up formulas to combine operators. B-34 Planning: Create and Manage Applications . dimension and member names. calculation functions. NOTE You must place a semicolon at the end of each member formula. Copyright © 2007. For example. you create a member formula which uses the gross profit and net sales members. You can set up member formulas to calculate data differently than what is represented in the outline structure.Module 11 Appendices Appendix B Working with Classic Application Administration Setting Up Member Formulas Profit Percent = “Gross Profit”%”Net Sales”. and numeric constants to perform calculations on members.

Hyperion System 9 Planning™. Hyperion System 9 Financial Management™. Data Integration Management Data Integration Management provides bi-directional data movement from ERP and CRM applications to multiple applications. and query and reporting applications. and text files with BPM applications Ensure data consistency Copyright © 2007. All rights reserved. applications.Module 11 Appendices Appendix B Working with Classic Application Administration Data Integration Management Integrate ERP and transaction– processing applications with analytic applications Link relational databases. Hyperion. such as Hyperion System 9 BI+™ Analytic Services™. Planning: Create and Manage Applications B-35 .

Planning Adapter Overview The Planning adapter enables you to connect between the PowerCenter server and the Planning Server. All rights reserved. B-36 Planning: Create and Manage Applications . It is compatible with all Planning modules including Workforce Planning and Capital Expense Planning. Hyperion.Module 11 Appendices Appendix B Working with Classic Application Administration Planning Adapter Overview Source/Target Planning DSN Workflow Manager Planning Adapter Workflow Monitor PowerCenter Server Designer Analytic Services Adapter Repository Server Repository Copyright © 2007. The Planning Adapter enables you to perform the following tasks: • Load metadata into attribute and custom dimensions in Planning • Create UDA (User Defined Attribute) dimension targets NOTE You can use the Analytic Services adapter to extract data and metadata from Planning dimensions.

For example. All rights reserved. Planning: Create and Manage Applications B-37 . you can specify a target to load metadata into the Account dimension within Planning. Working with Planning Targets You create a Planning target to specify where and how to load information into Planning. Hyperion.Module 11 Appendices Appendix B Working with Classic Application Administration Working with Planning Targets You must configure the following objects before you can import Planning targets: Planning data source names Planning target definitions User defined attribute targets Copyright © 2007.

DSNs are records that store sets of information. DSNs store elements such as Planning Server names and user IDs and passwords of Planning users who can access the data of the queried databases. Hyperion. DSNs are part of Planning target definitions. you must create a data source name (DSN) to connect to Planning. B-38 Planning: Create and Manage Applications . All rights reserved. The information is used to query data from Planning databases. You can use one DSN to create multiple source or target definitions.Module 11 Appendices Appendix B Working with Classic Application Administration Creating Planning DSNs 1 2 3 Copyright © 2007. Creating Planning DSNs Before you can import Planning targets into a Data Integration Management repository.

Module 11 Appendices Appendix B Working with Classic Application Administration Importing Target Definitions Copyright © 2007. All rights reserved. in the Entities table. For example. the Parent port to specify the entity parent. Hyperion. you use the Entity port to specify the entity that you are loading. The Planning Adapter enables you to write to the following table types: • Accounts • Employees • Entities • Attributes • UDAs Planning: Create and Manage Applications B-39 . Importing Target Definitions After you create a Planning DSN. The Import from Hyperion Planning command enables you to identify the Planning tables that you will load information into. and the Default Alias port to specify an alternate name. you use Warehouse Designer to import Planning target definitions. Each target table has specific ports for loading data into Planning.

The UDA table ports are Dimension (required). Creating UDA Targets You can import User Defined Attribute (UDA) targets into Planning. When you create a Planning UDA target. and Operation. All rights reserved. its properties are modified. the default table name is Planning_UDA. you enter the dimension name for the UDA. UDAs are associated with members of an outline to describe a characteristic of the members. Hyperion. When you load metadata to a planning database. Users can specify UDAs within calculation scripts and reports so that they return lists of members that have the specified UDA associated with them.Module 11 Appendices Appendix B Working with Classic Application Administration Creating UDA Targets Copyright © 2007. otherwise the record is added. If the UDA already exists. The UDA port value must meet the following requirements: • Alphanumeric • 80 characters or less B-40 Planning: Create and Manage Applications . In the Dimension port. UDA.

or backlash (\) characters .Adds.Module 11 Appendices Appendix B Working with Classic Application Administration • Not a word reserved for Analytic Services • UDA name: .Deletes the member being loaded and its descendants. Planning: Create and Manage Applications B-41 . updates.Deletes the member being loaded if it does not have children. • Delete Level 0 .No tabs.Cannot start with the following characters: ‘ \ < . • Delete Idescendants .Deletes the descendants of the member being loaded. but you can use the following values as well: • Update .{ } ( ) The Operation port defaults to the Update value. double quotation marks (“). = @ _ + . but does not delete the member. or moves the member being loaded. • Delete Descendants .

To do this.Module 11 Appendices Appendix B Working with Classic Application Administration Loading Metadata to Planning To load metadata to Planning. B-42 Planning: Create and Manage Applications . create a Planning application connection and Planning workflow. Hyperion. in Designer. Loading Metadata to Planning After you define Planning targets. you perform the following tasks: In Designer. and configure the workflow session task. In Workflow Manager. create a mapping In Workflow Manager: — Create a Planning connection — Create a workflow and configure the session task Copyright © 2007. All rights reserved. you can use them to load metadata to Planning. create a mapping that includes a Planning target.

select the Planning connection type. In the Workflow Designer.Module 11 Appendices Appendix B Working with Classic Application Administration Creating Planning Connections 1 2 3 Copyright © 2007. select the Application connection type. You use these objects when you map a session. Hyperion. Planning: Create and Manage Applications B-43 . you create runtime Planning application connection objects. Creating Planning Connections Using the Hyperion Planning connection type. 2. enter Planning connection attributes. To create a Planning connection: 1. In the Application Connection Browser. In the Application Connection Editor. 3. All rights reserved.

To configure session tasks: 1.Module 11 Appendices Appendix B Working with Classic Application Administration Configuring Session Tasks 1 2 3 Copyright © 2007. In this example. Hyperion. Click OK. 3. Right-click the session task and select Edit. create a workflow. All rights reserved. the target connection type is Hyperion Planning Application connection. In Workflow Designer. Select the Mapping tab to ensure that the correct connections are specified for the target and source. Configuring Session Tasks Once you have mapped a session task within a workflow. you must configure the task with the proper connections. 2. The Edit Tasks window is displayed. B-44 Planning: Create and Manage Applications . 4.

you should have learned to: • Describe classic administration • List the steps for creating Planning applications • Create Planning applications using classic application administration • Set up dimensions and members in Planning • Load metadata files Planning: Create and Manage Applications B-45 .Module 11 Appendices Appendix B Working with Classic Application Administration Summary In this lesson.

Module 11 Appendices Appendix B Working with Classic Application Administration B-46 Planning: Create and Manage Applications .