Document Structure

This document contains the following information:

Using Planning introduces Planning and other Hyperion products that are used to enhance and extend Planning's functionality and performance.

Getting Started with Planning describes how to start Hyperion System 9 BI+™ Analytic Services™ server, start and navigate Planning, and register application servers for use with Planning.

Creating an Application describes how to create an application in Planning using the Setup Application task on the Hyperion Planning Desktop and how to schedule a refresh of existing applications.

Setting Up Security describes how to assign access rights to users and groups.

Setting Up Alias Tables describes how to set up and maintain multiple alias tables within a Planning application.

Setting Up the Calendar and Currencies describes how the calendar rolls up, which currencies are used in an application, and how currencies are converted.

Setting Up Custom Dimensions describes how to work with the Entity dimension, the Account dimension, user-defined custom dimensions, and the members, attributes, and attribute values within each of the dimensions.

Setting Up Scenarios and Versions describes how to create scenarios to group the application into separate plans with their own review cycles. This chapter also describes how to create versions, which allow for many iterations of a plan.

Loading Members and Data describes how to populate Planning applications with members and data from external systems.

Managing Shared Services Models describes how to use Hyperion System 9 Shared Services to share metadata and data between Hyperion applications.

Using Data Forms describes how to create, modify, and manage data forms and the folders in which they are stored.

Managing the Budgeting Process describes the concept of a planning unit and its life cycle through the review process. It also describes how to set up and manage task lists, and copy data with supporting detail.

Working With Applications describes how to set individual preferences and global settings for various aspects of the application, copy Planning data, and delete certain application information using SQL.

Menus, Smart Lists, UDAs, and Formulas describes how to create and use menus, Smart Lists, UDAs, and member formulas.

Customizing Planning Web Client describes how to customize different aspects of the Planning Web interface.

Troubleshooting describes common errors when using Planning and potential resolutions for those errors.

Customizing Data Forms with JavaScript describes how programmers can use JavaScript to customize Web data forms.

Naming Restrictions for Analytic Services describes the rules for naming applications, databases, dimensions, members, and aliases in Analytic Services.

Common Member Attributes lists the common member attributes used in Shared Services and the equivalent member attributes in the Hyperion product.

Reference Application for Planning provides an overview and set up instructions for the Reference Application for Planning.

The Glossary defines terms related to Planning.

The Index contains a list of Hyperion Planning terms and their page references.