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Hyperion Planning
Fundamentals

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Objectives
After completing the presentation, you should be able to understand how to:
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Create Planning applications using EPMA

Create dimensions

Load Meta data from Files

Set up Exchange Rates

Set up security for users, groups, and member access

Create data forms, enter data and manipulate/adjust data

Set up and test business rules

Review budget data by using Process Management

Migration of applications using LCM

Working with Planning Classic Administration


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Readers Expectation out of this presentation
Your expectations out of this 5-day Hyperion Planning course, are
-

Overall functionality of Hyperion Planning

Advanced understanding of Hyperion Planning so that it can help during


implementation.

Learn System admin activities for Hyperion Planning

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Lesson 1 - Planning Overview

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Objectives
After completing this lesson, you should be able to:
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Describe Oracles Enterprise Performance Management system

Describe the main features of Planning

Describe the product architecture of Planning

Describe the relationship between Planning and Essbase

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Oracles Enterprise Performance Management System

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EPM and BI Application Components
This Layer includes integrated suite of market leading Performance Management
tools, based on Hyperion product suite.
Oracle Hyperion Financial Management, Fusion Edition
Oracle Hyperion Performance Management Scorecard, Fusion Edition
Oracle Hyperion Strategic Finance, Fusion Edition
Oracle Hyperion Planning, Fusion Edition
Oracle Hyperion Capital Asset Planning, Fusion Edition
Oracle Hyperion Workforce Planning, Fusion Edition
Oracle Hyperion Profitability and Cost management, Fusion Edition
Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition
Oracle Hyperion Financial Data Quality manager, with SAP Adapter
Oracle Integrated Operation Planning, Fusion Edition
Oracle Integrated Margin Planning, Fusion Edition, for Hyperion v11.1.2
Oracle Crystal Ball, Fusion Edition

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Financial Performance Management Applications
Financial Management

Hyperion Product Components

Planning
Strategic Finance
Performance Scorecard
Essbase
Essbase
Administration Services
Provider Services
Integration Services
Reporting and Analysis
Workspace

Interactive Reporting
Web Analysis
Financial Reporting
SQR Production Reporting
Data Management
Data Relationship Management
Data Integration Management
Financial Data Quality Management
Foundation Services
Shared Services
Smart View

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Hyperion Planning
Planning has the following features:
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Multidimensional data structure

Target setting and bottom-up planning

Iterative planning cycles

Complex business rules and allocations

Web-based data entry; management of the planning cycle through Web or


Excel interface.

Currency conversion for multicurrency applications

Headcount and salary expense modeling

Metadata and data synchronization between Planning applications and other


Hyperion products

Enhance decision making capability

Integrate with reporting system for report and analysis

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Product Components
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Planning

Essbase

Administration Services

Performance Management Architect

Workspace

Calculation Manager

Smart View

Financial Reporting

Shared Services

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Related Product Components
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Workforce Planning

Capital Expense Planning

Public Sector Planning and Budgeting

Profitability and Cost Management

Performance Scorecard

Strategic Finance

Financial Management

Financial Data Quality Management

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Hyperion Planning Architecture
Client

Administrator
Client

Workspace

Smart View Client

Reporting Studio
Client

Application

Financial
Reporting
Server

Shared Services, Java


Application Server for
Planning, EPM Architect,
Administration Services

EPM Architect
Dimension
Server

Database
External
Services

EPM Architect RDBMS


ODI / ERPi

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Planning RDBMS
Legacy, ERP systems

Essbase

Web Server

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Planning and Essbase

EPM Architect Repository

Workspace Interface
Planning Repository

Java Application Server

Essbase Server
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Which data get stored where?

Essbase Stores

Planning Relational Database stores

Security

Application Framework

Planning Data and Metadata

Calculation Scripts

Metadata (Dimension, member, property)


Exchange Rates
Security and Member Access
Process Management/ Planning Units
Annotations/ Cell Text/ Supporting Details
Work flow / Task Lists
Preferences
Application Setup
Data Forms
User Variables
Smart Lists
Business Rules

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Dimensions
Structural elements of an application that describe and hold data.
Account

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Entity

Period

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Dimension Hierarchies
Parent
Child of GrossMargin;
parent of Sales and
OtherRevenues
Descendants
of GrossMargin

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Metadata
3689.00
Actual
January

Data

Sales
Manhattan

Metadata

Cola

January actual sales for cola in Manhattan are 3689.00.

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Dimensions and Data
Data aggregates
to parents based on
aggregation options.
Data is input
into base-level
members.

+ Add
- Subtract
* Multiply
/ Divide
~ Ignore

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Multidimensional View of Information
Profit
Total Exp.
Margin
Cogs
East
West
Actual Budget Actual Budget
TV

VCR

Jan
Feb
Mar
Qtr 1
Jan
Feb
Mar
Qtr 1

Denver
LA
SF
West
Februar
March
y
Actual Budget Actual Budget
Sales

Camera
TV
VCR
Audio
Margin Camera
TV
VCR
Audio
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Drill-Down Process

Period

Entity

Account

Customer

Year

Worldwide

Profit

All
Customers

Quarter

N America

Sales

Retail

Month

East

COGS

Sears

Week

New York

Expenses

Dept 10

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Essbase Terminology Hierarchies

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EssbaseTerminology Families
Dimension

Year
Qtr1
Qtr2
April

Descendants of Year

Year
Qtr1
Qtr2
April

Siblings

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Parent of April

Child of Qtr2

Ancestors of April

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Essbase Terminology Generations and Levels

Gen 3

Level 3
Level 2
Level 1

Gen 4

Level 0

Gen 1
Gen 2

Leaf Node

Gen 3

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Level 0

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Summary
In this lesson, you should have learned to:
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Describe Oracles Enterprise Performance Management system

Describe the main features Planning

Describe the product architecture of Planning

Describe the relationship between Planning and Essbase

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apps2fusion.com

Lesson 2 Navigating Workspace

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Objectives
After completing this lesson, you should be able to:
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Describe the user interface components

Access Planning through Workspace

Navigate Planning

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Workspace
Workspace
BI+

Planning

Manage Enterprise Financial Information

Hyperion Applications
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Planning Output

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Workspace Overview

Manage
applications

Work with
Planning
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View
reports

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Launching Workspace

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Workspace User Interface

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Setting User Preferences

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Opening Applications

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Navigating in Planning
Planning toolbar

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Planning Menus

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Basic and Advanced Modes
Basic mode limits users to the tasks and documents in the Task Lists to which
they have access.

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Data View
Formsbuttons

View Pane and Content Area

View
Pane

Business Rules

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Content Area

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Select Folder

Opening Data Forms

Data Forms
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Summary
In this lesson, you should have learned to:
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Describe the user interface components

Access Planning through Workspace

Navigate Planning

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apps2fusion.com

Lesson 3 Dimension Overview

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Objectives
At the end of this lesson, you should be able to:
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Describe plan types

Identify required dimensions

Identify user-defined dimensions

Describe dense and sparse dimensions

Describe data block creation

Set up aggregation, data storage, and calculation options

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Summary
In this lesson, you should have learned to:
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Describe plan types

Identify required dimensions

Identify user-defined dimensions

Describe dense and sparse dimensions

Describe data block creation

Describe aggregation, data storage, and calculation options

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apps2fusion.com

Lesson 4 Setting up System


Dimensions

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Objectives
After completing this lesson, you should be able to:
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Describe Planning time periods

Customize time periods

Create Scenarios

Create Versions

Create Entity

Create Accounts

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Time Periods Overview
The Year and Period dimensions represent time.
You can:
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Add years

Create new summary time periods or change the name of summary time periods

Add or change the aliases

Add up to 100 calendar years and 500 time periods to an application

You cannot:
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Modify the Start Year after the application is deployed

Reduce the number of years without creating a database

Change the base time periods

Delete a dimension after creation of the application

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Customizing Time Periods
You can customize summary time periods in these ways:
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Change the name

Change the range

Create new summary time periods

Add or change the alias

Add years and time periods

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Period and Year Dimensions

Year

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Dynamic Time Series Members
Predefined DTS Member

Description

H-T-D

History-to-date

Y-T-D

Year-to-date

S-T-D

Season-to-date

P-T-D

Period-to-date

Q-T-D

Quarter-to-date

M-T-D

Month-to-date

W-T-D

Week-to-date

D-T-D

Day-to-date

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Setting Up Dynamic Time Series Members

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Choosing How Data Is Stored
The storage type for a member has a major impact on the size and calculation performance of your database.

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Scenario Dimension

The Scenario dimension specifies a data classification.

Actual

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Budget

Forecast

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Scenario dimension

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Version Dimension
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Versions provide process flexibility by providing iterative planning cycles.

Versions are independent of individual scenarios. For example, Preliminary


and Final versions could be associated with any scenario.

There are 2 version types:


Standard Bottom-Up
Standard Target

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Creating Versions

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Entities Overview
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Entities allow you to model the flow of budget information through your
organization.

You can create an entity for each group or responsibility center that
submits a plan for approval.

You can assign plan types to entities.

Entities can have a currency property.


If no currency is defined, the application default currency is used.
The entitys currency can be overwritten during data entry or data loads.

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Entity Members and Plan Types
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When you define an entity member


you assign plan types.

If you do not assign a plan type to a


parent, its children do not have access
to that plan type.
Data Form

Plan Types

IncStmt

!"

BalSheet

Revenue

Eastern US

Assigned

NY
FL

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Identifying the Currency Value for Entities

The default currency is the currency that you specify when you create the
application view.

New York

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London

Tokyo

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Adding and Modifying Entities

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Saving Dimensions

Save changes to the relational database.

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Deleting Entities

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Accounts Overview
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You assign plan types to accounts.


If more than one plan type is assigned to an account, designate a source plan
type.
Other plan types pull their values from the source plan type.

n Form
Use aggregation
Data

options to define
in the account hierarchy.
Plan calculations
Types

IncStmt

!"

BalSheet

Revenue

Detail Expense Accounts


Assigned

Profit
Total Revenues
Total Expenses
Salaries
Rent

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Account Types
Account Type

Variance

Time Balance

Skip

Exchange Rate Type

Currency Type

Expense

Expense

Flow

N/A

Average

Currency

Revenue

NonExpense

Flow

N/A

Average

Currency

Asset

NonExpense

Balance

None

Ending

Currency

Liability

NonExpense

Balance

None

Ending

Currency

Equity

NonExpense

Balance

None

Ending

Currency

Saved
Assumption

NonExpense

User-defined

N/A

None

NonCurrency

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Time Balance Options
Flow and Balance examples

Total Revenues

Revenue

Cash on Hand

Asset

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Jan

Feb

Mar

Quarter 1

50

75

50

175

100

150

75

75

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Saved Assumptions
Use Saved Assumptions to:
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Centralize planning assumptions

Identify key business drivers

Ensure consistency across the application

Examples of Saved Assumption accounts include:


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Headcount

Square footage

Define business rules that reference these saved assumptions such as:
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Calculate office supplies by entity based on headcount

Calculate facilities expense based on square footage per location

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Data Types and Exchange Rate Types
Data
types

NonCurrency

Exchange
rate types

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Date

Average

Currency

Ending

Percentage

Historical

Smart List

Text

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Creating Account Hierarchies

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Consolidation Order
Account (Never Share)
Profit (+)

10
7

Level 2
Margin (+)
Level 1
3
Sales (+)
1
COGS (-)
Level 0
2
Expenses (-)
6
Marketing (+)
4
Misc. (+)
5

Ratios (~) (Label Only)


Margin % (+) (Two Pass Calc) Margin % Sales;

8
Product Share (+) (Two Pass Calc) Sales % Sales -> Products;
9

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Consolidation Order Example
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Consolidation order is defined by the order of members in the outline.

Essbase calculates data in top-down order.


6.67

Parent

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Member 1

(+)

10

Member 2

(+)

20

Member 3

(-)

25

Member 4

(*)

40

Member 5

(%)

50

Member 6

(/)

60

Member 7

(~)

70

30
5
25

200
400

40

6.67

50
60

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Summary
In this lesson, you should have learned to:
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Describe Planning time periods

Customize time periods

Create Scenarios

Create Versions

Create Entities

Create Accounts

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apps2fusion.com

Lesson 5 Create User Defined


Elements

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Objectives
After completing this lesson, you should be able to:
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Create user-defined dimensions

Create attributes and assign attribute values

Describe member formulas

Add member formulas

Create Smart Lists

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User-Defined Dimensions
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User-defined dimensions require:


Unique values across databases
Plan types assigned at the dimension level

Customer

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Attributes Overview
Base dimension

Attribute dimensions
Sales Rep

Customer

Assad Akili

Small

Your IT Source

Sandy Smith

Medium

ABC Company

Doug Nichols

Large

National Accounts

Software Company

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Company Size

Chris Jones

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Examples of Attribute Values
The following are examples of attributes and their possible values.
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Channel (Attribute of the Product dimension)


Retail
Catalog sales

Size (Attribute of the Product dimension)


Small
Medium
Large

Sales Rep (Attribute of the Customer dimension)


John Brown
Sandy Kennedy

Region (Attribute of the Customer dimension)


East
South
West
North

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Assigning Attribute Values

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Member Formulas Overview

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Adding Member Formulas

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Adding User-Defined Attributes

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Smart Lists Overview
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Customer_Service_Class uses a smart list

Network Sales, Chip Sales, and Computer


Sales use data values

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Creating Smart Lists

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Modifying Smart Lists
Smart List Value Properties

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Loading Metadata
In Hyperion Classic Planning loading metadata can be achieved by making use of the
following tools:

Oracle Data Integrator(ODI)

Data Integration Management(DIM)

Hyperion Application Link(HAL)

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Summary
In this presentation, you should have learned to:
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Create user-defined dimensions

Create attributes and assign attribute values

Describe member formulas

Add member formulas

Create Smart Lists

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