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Oracle® Hyperion Planning, Fusion Edition

New Features

Release 11.1.1.3


Copyright © 2009, Oracle and/or its affiliates. All rights reserved., Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Table of Contents:

Accessibility

Installation and Configuration

Core Planning Enhancements

FDM Enhancements

Calculation Manager Enhancements

Performance Management Architect Enhancements

Smart View Enhancements

Localized Release

Accessibility

It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. Oracle Hyperion Planning, Fusion Edition supports accessibility features, described in the Oracle Hyperion Planning Accessibility Addendum.

Installation and Configuration

The new Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition and Oracle's Hyperion Enterprise Performance Management System Configurator provide a streamlined and simplified approach to product installation, upgrade, and configuration. Oracle's Hyperion Enterprise Performance Management System Configurator uses the new Oracle's Hyperion Shared Services Registry, which simplifies product configuration by storing and re-using configuration information.

Oracle's Hyperion Enterprise Performance Management System Diagnostics confirms that product components were successfully installed, configured, and are up and running.

The reorganized installation and configuration documentation set reduces the number of installation guides and makes it easier to find the information you need. Individual product installation guides are replaced by the following guides:

  • Oracle Hyperion Enterprise Performance Management System Installation Start Here

  • Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide

  • Oracle Hyperion Enterprise Performance Management System Security Administration Guide

You might also need to use one or more of the following guides:

  • Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide

  • Oracle Hyperion Enterprise Performance Management System High Availability Guide

  • Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide

  • Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide

  • Oracle Hyperion Enterprise Performance Management System Lifecycle Management Guide

  • Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide

Core Planning Enhancements

New core Planning functionality:

  • For Classic applications, administrators can select which calculation module to use: Hyperion Calculation Manager or Oracle's Hyperion® Business Rules. The new option is available in the Application Creation Wizard and on the System Settings page.

  • The Outline Load utility now supports:

    • Loading data by specifying driver members in the .CSV load file

      Earlier, you could load data only if driver members were specified on the Planning Data Load Administration page. Now you can load data by running the utility with the / TR option and listing driver members in the .CSV load file.

    • A new option for loading exchange rates and creating exchange rate tables

      You can use the new option /DX:HSP_Rates (instead of / DX:HSP_Rates:ExchangeRatesTableName) to load not only the HSP_Rates dimension, but to create exchange rate tables if they do not exist.

The latest product documentation is available from Oracle Technical Network.

FDM Enhancements

After data or metadata is loaded using Oracle Hyperion Financial Data Quality Management, Fusion Edition, planners can drill through to the FDM source details of cell data from within the Planning data form. With this release, FDM is automatically enabled; administrators need not enable it as an application setting. Users can also drill through to FDM from Oracle Hyperion Smart View for Office, Fusion Edition or Oracle Hyperion Financial Reporting, Fusion Edition.

ERP Integrator

Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications is a module of FDM that enables you to:

  • Integrate metadata and data from an Enterprise Resource Planning (ERP) source system into an Oracle Hyperion EPM target application.

  • Drill through from the EPM application (Oracle Hyperion Financial Management, Fusion Edition or Planning through web forms, Smart View or Oracle Hyperion Financial Reporting, Fusion Edition) and view details in the ERP source system.

ERP Integrator supports general ledger data for:

  • PeopleSoft 9.0

  • Oracle E-Business Suite 11.5.10 CU2

  • Oracle E-Business Suite 12.0.6

  • Oracle E-Business Suite 12.1.1

For information on ERP Integrator, see the Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Administrator's Guide.

Calculation Manager Enhancements

Support for Calculation Manager in Classic Applications and Essbase Block Storage Applications

Calculation Manager may be used by:

  • Financial Management and Planning users working with Oracle Hyperion EPM Architect, Fusion Edition applications

  • Financial Management and Planning users working with Classic applications

  • Oracle Essbase users working with Essbase block storage applications

Performance Management Architect applications work with business rules created in Calculation Manager. Classic Planning, Classic Financial Management, and Essbase block storage applications work with business rules created with Oracle's Hyperion® Business Rules or Calculation Manager. (Runtime prompts are not supported in Essbase rules.)

As in the earlier release, you can launch Financial Management business rulesets and Planning business rules from Oracle Hyperion Financial Management, Fusion Edition and Planning, respectively. Oracle Essbase business rules, however, may be launched from either Hyperion Calculation Manager or Oracle Essbase Administration Services.

Template Designer Enhancements

  • Wizard designer

    When you design custom-defined templates, you can define steps in a wizard that guides template users through creating and editing a template and its design time prompts. The templates wizard enables you to organize the display of design time prompts in a template: you can decide what design time prompts to display in each step and choose to display or hide a step based on conditions that you define. Conditions can be based on member or dimension selections made in previous steps or made in an upper Fix statement of the business rule in which the template is used.

  • Upper POV system design time prompt

    A new system design time prompt, Upper POV, is displayed in the design time prompt list of each template. This is a member range design time prompt that retrieves the member ranges used in the rule.

  • Design time prompt properties

    New properties are available for design time prompts. Design time prompts can be displayed as read-only in the wizard. This is useful when you want to display a member selection made in a previous step, but not enable users to edit it.

  • DTP Assignment component for assigning values to design time prompts

    You can assign a value to a design time prompt using the new component, DTP Assignment, that is available for custom-defined templates. In the template flow chart, you can place this component inside a condition component to assign a value to design time prompts based on conditions. Using the DTP Assignment component in a business rule reduces the complexity of the template's flow chart and makes the logic of the template easier to develop and maintain.

    Note:

    The DTP Assignment component is also used in the design of system templates.

  • Condition and condition grid in formula and script components

    For custom-defined templates, formula and script components have a new condition grid that enables you to define a condition for enabling the component. This simplifies the flow chart and prevents you from having to add a separate condition component that can overload the template's flow chart.

    There is also a new condition that lets you test whether a design time prompt type member is dense or sparse.

Printing Enhancements

Printing enhancements:

  • You can define the number of pages you want the flow chart to print across and down. Then you can specify whether the components in the flow chart should print down (vertically, like a column), then across (horizontally, like a row) or print across, then down. These options are helpful when you have business rules with many components.

  • You can print components in the order in which they display in the Rule Designer or Template Designer flow chart.

  • You can insert a page break before a new section (that is, the summary section that includes information about when the rule was created, who owns it, and so on; the variable section that includes information about the variables used in the rule; and the detail section that includes detailed information about the components in the rule).

  • You can print nested business rules and rulesets.

Saving Variables Within the Same Application

Using Save As, you can save a variable with a different name to the same application. Before, you could copy a variable from one application to another, but you could not save a variable to the same application.

Zoom Mode Enhancements

When you are in any zoom mode within a flow chart, you can select a component and view and edit its properties. You can also drag a component and drop it into another location in the flow chart in zoom mode. Before, when components in the flow chart were displayed in small sizes, the components were represented by bitmaps that were not selectable.

Formula Grid Enhancements

In the formula grid of a component, you can double-click in a formula's cell to display a larger text box in which to view and edit long formulas.

Performance Management Architect Enhancements

Performance Management Architect enhancements:

  • Interface Tables

    Database administrators can now populate the i_Load_ID column in the IM_Load_Info interface table to enable filtering on dimensions and members imported into Performance Management Architect. After the i_Load_ID column is populated, you can enter a load ID to filter artifacts from the interface tables when you create an import profile or import dimensions in Performance Management Architect.

  • Performance Management Architect Transaction History Purge Utility

    Performance Management Architect creates transactions in the Performance Management Architect database. Because the database size can increase over time, you can use the Transaction History Purge utility to remove transactions from the database, reducing database size.

  • Performance Management Architect Batch Client

    The Batch Client provides a command-line interface that enables Oracle Hyperion EPM Architect, Fusion Edition tasks to be scripted and run in a lights-out fashion. New Batch Client commands:

    • Copy Application

    • Validate Application

    • Copy Dimension

    • Include Dimension

    • Remove Dimension

    • Detach Dimension

    • Share Dimension

    • Copy Member

    • Insert Member

    • Exclude Member

    • Rename Member

    • Move Member

    • Create Association

    • Delete Association

    The Oracle Hyperion Enterprise Performance Management Architect Batch Client User’s Guide describes all Batch Client commands.

Smart View Enhancements

If you are connected to Planning through Smart View, you can use Oracle Hyperion Smart View for Office, Fusion Edition's drill-through capabilities to drill through your Planning application to detailed data in Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications or Oracle Hyperion Financial Data Quality Management, Fusion Edition data sources.

Localized Release

This Oracle Hyperion Planning, Fusion Edition release is localized into these languages:

  • Brazilian Portuguese

  • Danish

  • French

  • German

  • Italian

  • Japanese

  • Korean

  • Russian

  • Spanish

  • Swedish

  • Simplified Chinese

  • Traditional Chinese

  • Turkish