Oracle PBCS

Planning Application and

Dimension Overview

Presenter Name:

Oracle Development
Platform Technology Solutions
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Objectives
– Describe applications and application framework
– Identify required and user-defined dimensions in Planning
– Describe the data block creation process
– Explain aggregation, data storage, and calculation options
– Creating Aliases and Currencies

3
Planning Application: Overview

Metadata

Plan types (BSO & Security

ASO)
Data

Forms
Calendar

Currency
Business rules

4
Application Creation Process
1 2 3

Create application
Load metadata. Modify metadata.
framework.

Create and deploy business Load data. Assign security. Configure other application
rules. components.

7 6 5 4
Application Framework – Create with Simplified Interface

2
1 3

6
Application Framework – Create with SI (cont’d)

7
Application Framework – Create with SI (cont’d)

4
3

8
Currency Specifications
– Set default currency for entities.
– Specify whether multiple currencies are used.

9
Calendar Structure
– Base time period
– First fiscal year and fiscal year first month
– Weekly distribution pattern (even, 4-4-5, 4-5-4, 5-4-4)

10
PBCS - Plan Types

Planning
application

Plan Type 1 Plan Type 2 Plan Type 3 ASO

11
Planning Dimensions
Periods Accounts Entities
Required Dimensions

Account Entity Scenario Version

Period Year Currency & HSP_Rates

(for multicurrency applications,
HSP_rates created in
Essbase only)
User-Defined Dimensions
• Planning applications can have up to 20 dimensions.
• Examples:
– Employee
– Product
– Channel
– Project
– Customer
– Account Executive (attribute dimension)

14
Dimension Hierarchies: Genealogy
The descendants of YearTotal include Q1, Q2, Q3, and Q4 and all their children.

Ancestors of Apr: Q2 and

YearTotal

Parent of Apr, May, and

Jun: Q2
Children of Q2

Siblings: Q3
and Q4

Siblings: Oct, Nov,

Dec

15
Dimension Hierarchies: Generations and Levels
PlanType

Gen 1 Level 3
Gen 2 Level 2
Gen 3 Level 1
Level 0
Gen 4
Leaf
Node

Gen 3 Level 0

16
Drilldown Process

Period Entity Account Customer

Income All
Year Worldwide
Statement Customers

Quarter N America Net Income Retail

Month East IBT R001

Operating
New York
Margin
Dimensions and Data
Data is aggregated
to parents based on
aggregation options.
+ Add
In a bottom-up plan,
data is input into - Subtract
base-level
* Multiply
members.
/ Divide
~ Ignore
^ Never
Dimensions and Metadata
• The data value for January, FY14, Actual, Final, Net Sales for
Alliance Merchandise in New York is 3689.00.
3689.00 Data

Net Sales
Actual Final Metadata
January New York
FY14
Alliance Merchandise

19
Aggregate Storage Databases
– Quickly report on large amounts of data
– Archive historical data
– Maintain a separate application for each aggregate storage option (ASO) database
– Can include data from any source such as a data warehouse
– Push new Planning data into ASO database

20
Creating Aggregate Storage Databases – Simplified UI

1 3

2
Mappings for Aggregate Storage Databases

22
Data Block Creation Process
– Data is stored in data blocks.
– Data blocks are the cells formed by the intersection of the selected dimension
members.
Members of Dimension A

Members of
Dimension B

23
Determining the Number of Data Blocks
Sparse Sparse Sparse Sparse Dense Dense

Entity Scenario Year Version Account Period

• Corp • Budget • 2016 • 1st Draft • Account1 • Jan to Dec
• Final • Account2
• Account3

Each block contains 36 cells

(3 accounts * 12 time periods)
Creating Data Blocks and Retrieving Data
– A data block is not created until you enter and save data in a cell.
– Essbase checks to see whether the block exists.
– If a block does not exist, Essbase creates it.
– Data is retrieved by the data block.

25
Aggregation, Storage, and Calculation Options
– Aggregation options define calculations based on member relationships in the
hierarchy.
– Storage options define if data is stored or calculated.
– Calculations are performed in a specified order.

26
Aggregation Options
• You define calculations in the hierarchy based on parent-child
relations. The following are the aggregation options:
–+ Addition
–- Subtraction
–* Multiplication
–/ Division
–% Percentage
–~ Ignore
–^ Never

27
Data Storage Options
• You use storage options to optimize performance and disk usage:
– Store
– Dynamic Calc and Store
– Dynamic Calc
– Shared
– Never Share
– Label Only

28
Calculation Options
Before two-pass
Aspen Diet Cola Actual
January February March Q1

Sales 326.70 113.74 137.94 578.38

COGS 287.5 96.68 118.63 502.81
Margin 39.2 17.06 19.31 75.57
Margin Percent 12 15 14 41
After two-pass Aspen Diet Cola Actual
January February March Q1

Sales 326.70 113.74 137.94 578.38

COGS 287.5 96.68 118.63 502.81
Margin 39.2 17.06 19.31 75.57
Margin Percent 12  15 14 13

29
Creating Aliases
– Create up to 30 alias tables for alternate information.
– Enter aliases for dimensions and members in the dimension hierarchy.

Account Name Account Alias (Default) Account Alias (German)

Gross Profit Total Gross Profit Bruttogewinn
Net Sales Total Net Sales Nettoumsatz
5100 Salary Expense Gehaltskosten
5120 Commission Expense Provisionskosten
5130 Advertising Expense Werbekosten

30
Creating Aliases – Simplified Interface

31
Adding Currencies

32
Labs
• Lab 2 - refer lab document
• Lab 3 – refer lab document

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 Learn More – Oracle Planning Budgeting Cloud Services

 Oracle PBCS Home Page: https://cloud.oracle.com/home

 Oracle PBCS Documentation:

 Docs: http://docs.oracle.com/cloud/latest/pbcs_common/index.html

 Getting Started with Oracle PBCS:

 Docs: http://docs.oracle.com/cloud/latest/pbcs_common/docs.htm
 Videos: http://docs.oracle.com/cloud/latest/pbcs_common/pbcs_videos.htm
 Recommended Videos (Planning Application and Dimension Overview):
 Creating Planning Applications
 Overview: Creating an Application in Oracle Planning and Budgeting Cloud (Simplified Interface)
 Managing Plan Types
 Managing BSO Database Properties
 Managing ASO Database Properties

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For More Information oracle.com/cloud
cloud.oracle.com/tryit

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle 35