Oracle® Hyperion Planning, Fusion Edition

Using Administrator Features

Release 11.1.2


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Authors: EPM Information Development Team

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Table of Contents:

Key Planning Administration Tasks

Administration Tasks for Managing Business Rules

Oracle Hyperion Planning, Fusion Edition contains significant enhancements to administrator features. Oracle Hyperion EPM Architect, Fusion Edition is a feature in Planning that enables administrators to manage, create, and deploy applications within one interface. This document describes key administration tasks in Classic Planning and in Planning with Performance Management Architect.

You can create applications using Performance Management Architect or Classic application administration. Different menus and options are available for each type of application. For example, for applications created with Performance Management Architect, you manage Smart Lists within Performance Management Architect. For applications created with Classic administration, you manage Smart Lists within Planning using the options in the Administration menu.

Key Planning Administration Tasks

Table 1. Key Planning Administration Tasks

Category / ActionClassic Planning Planning with Performance Management Architect
Application Creation, Database Refresh  
Managing data sources

Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration. Click Manage Data Source.

In Planning, you can also select Administration, then Data Source, then Create , Edit, or Delete.

In the Application Library (Navigate, then Administer, then Application Library), select Tools, then Manage Planning Data Source. Right-click a data source and select Edit to start the data source wizard.

Configuring system properties

Select Administration, then Application, then Properties to review and modify application and system properties stored in the system database.

From Oracle Enterprise Performance Management Workspace, Fusion Edition, open the Planning application by selecting Navigate, then Applications, then Planning, and then the application name. Select Administration, then Application, and then Properties to review and modify application and system properties.

Creating applications

Select Administration, then Application, then Create. Define the application by completing the tasks in the application wizard.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Application to launch the application wizard. Complete the tasks in the application wizard to create the application. This does not create the application within Planning until the application is validated and deployed. You can also use the application wizard to create blank applications, and drag dimensions from the Shared Library to the application.

You can modify application properties in the Properties Grid, such the starting year, calendar, plan types and names, and multiple currencies.

Opening applications

Select Navigate, then Applications, then Planning, and then select the application name.

You can also log on to Planning and select an application.

Select Navigate, then Applications, then Planning, and then select the application name. After you deploy an application, you can open it in Planning.

Registering applications

Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration. Select the application, and click Register.

In Planning, you can also select Administration, then Application, and then Registration.

Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration. Select the application, and then click Register.

You can register applications again if necessary by right-clicking an application in the Application Library (Navigate, then Administer, then Application Library) and selecting Reregister.

Deleting applications

Select Navigate, then Administer, then Classic Application Administration, then Planning Administration. Select an application, and then click Delete Application.

In Planning, you can also select Administration, then Application, then Delete.

In the Application Library (Navigate, then Administer, then Application Library), right-click a deployed application and select Delete. You can delete applications with a status of Deployed or Not Deployed.

Creating and refreshing the database, generating security filters

Select Administration, then Application, then Create Database or Refresh Database. Select appropriate options, such as Database, Security Filters, Shared Members, and Validate Limit.

Then click Create or Refresh.

Cube Create and Cube Refresh are combined in the Deploy operation.

In the Application Library (Navigate, then Administer, then Application Library), right-click an application, select Deploy, and then select Application. Select an available option, such as Create Outline, Refresh Outline, Create Security Filters, Shared Members Security Filters, Validate Security Filter Limit, and Full Deploy.

Viewing jobs in the Job Console

Select Tools, then Job Console. View the status for Clear Cell Details, Copy Data, and Push Data, and calculations for business rules, rulesets, and sequences.

You can filter jobs by user, job type, run status, start time, end time, or job name, type, or ID, and enable notification by e-mail when a launched job completes or generates an error.

You can also set properties for the threshold time at which the job moves to background execution.

Select Navigate, then Administer, then Library Job Console. View the status of operations for dimensions, applications, transactions, comparisons, export, and logs.

Sending bulk messages

Select Administration, then Application, and then Broadcast Messages.

Use task automation to create an e-mail message. In the Application Library (Navigate, then Administer, then Application Library), select an application. select Administration, then Manage Taskflows. In the taskflow editor, create a taskflow and add a stage with an Email action.

Metadata and Data Loads  

Performing initial and incremental metadata loads

Load metadata with:

  • The Planning Outline Load utility using flat files

  • Oracle Data Integrator Adapter for Planning

  • Oracle's Hyperion® Data Integration Management Adapter for Planning

Create an import profile by creating:

  • An *.ads flat file and an import profile that references it.

  • An interface table data source and an import profile that references it.

You can then execute the import profile to load metadata to the Shared Library or to an application from flat files or interface tables.

Scheduling metadata updates

Schedule updates with the built-in scheduling options in:

  • Data Integrator Adapter for Planning

  • DIM Adapter for Planning

You can also write scripts that run the Planning Outline Load utility.

Use taskflows to schedule imports and updates for the Shared Library and application. (You must have already deployed the application and defined an Import Profile.)

Use the Batch Client for interactive scripting updates for the Shared Library and application. See the Oracle Hyperion Enterprise Performance Management Architect Batch Client User's Guide.

Loading data

Load data with the Planning Outline Load utility using flat files and data files.

Load data using the interface tables included with the Data Synchronization module.

Open the Data Synchronization module (select Navigate, then Administer, then Data Synchronization). Select File, then New, then Synchronization. Use the wizard to define the source and target information. For the source, select the Hyperion Data Interface Area option (for data loaded using a relational database) or External Source (for data loaded using flat files). For the target information, select the appropriate Planning application.

You can predefine external files and data interface information. In the Data Synchronization module (Navigate, then Administer, then Data Synchronization), select File, then New, then Data Interface Table Definition, or File, then New, then External File Definition before building the synchronization. You can manually execute the synchronization or schedule it using Task Automation or the Batch Client.

Scheduling data loads

Schedule updates with the built-in scheduling options in:

  • Data Integrator Adapter for Planning

  • DIM Adapter for Planning

You can also write scripts that run the Planning Outline Load utility.

Data loads can be scheduled using taskflows or a third-party scheduler that can integrate with a script created for the Batch Client. In the Dimension Library (Navigate, then Administer, then Dimension Library), select Administration, then Manage Taskflows to add a stage for data synchronization.

Use the Batch Client to integrate with a third-party scheduler.

Creating dimensions

Select Administration, then Manage, then Dimensions. Click Add Dimension.

In the Dimension Library (Navigate, then Administer, then Dimension Library), perform one task:

  • Import dimensions into the Dimension Library by creating and importing a flat file or importing information from interface tables (File, then Import, then Create Profile). You can also initiate imports using taskflows or the Batch Client.

  • Select File, then New, then Dimension. Enter a name and description, select the dimension type, and then click OK.

Creating dimension members

Select Administration, then Manage, then Dimensions. Select a current member and select Add Child or Add Sibling to add a member, and then click Save. You can also load members with the Planning Outline Load utility, Oracle Data Integrator Adapter for Planning, Oracle's Hyperion® Data Integration Management Adapter for Planning, or Oracle Hyperion Financial Data Quality Management Adapter for Planning, Fusion Edition.

In the Dimension Library (Navigate, then Administer, then Dimension Library), right-click a member. Select Create Member, then As Child or As Sibling.

Import dimension members into the Dimension Library by creating and importing a flat file or importing information from interface tables.

You can also use the Batch Client in interactive mode or script mode to create new members.

Creating attribute dimensions

Select Administration, then Manage, then Dimensions. Select the root member of a sparse dimension, such as Entity. Click Custom Attributes, and click Create. Enter an attribute name, select the data type, and click Save.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, and select the attribute dimension type. Associate the new dimension with the base dimension by right-clicking the base dimension, (such as Entity, and selecting Create Associations. Select the appropriate type of dimension, such as Currency, and the dimension with which to associate, such as Base Currency. Click Save.

These associations must be activated to make them valid for an application. (Right-click the application name, then select Activate all associations.) You can also create attribute dimensions using the Batch Client.

Creating attribute dimension members

Select Administration, then Manage, then Dimensions. Select the root member of a sparse dimension, such as Entity. Click Custom Attributes, and select the attribute. Above the Attribute Values column, click Create. Enter a name and click Save.

In the Dimension Library (Navigate, then Administer, then Dimension Library), right-click a member, then select Create Member, then As Child or As Sibling.

Import dimension members into the Dimension Library by creating and importing a flat file or importing information from interface tables.

You can also create attribute dimension members using the Batch Client.

Creating Smart Lists

Select Administration, then Manage, then Smart Lists. Click Create, then define the Smart List properties.

On Entries, click Add and define the drop-down list items. Preview the Smart List and click Save.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, and select the Smart List type.

After the Smart List is created, you can add members. (Right-click a member and select Create Member, then As Child or As Sibling.)

You can also import Smart List dimensions using flat files or interface tables, or create them using the Batch Client.

Creating alias tables

Select Administration, then Manage, and then Alias Tables. Click Add to add an alias table, then click OK.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, then select the Alias type.

After the Alias dimension is created, you can add members. (Right-click a member and select Create Member, then As Child or As Sibling.)

Associate the new dimension with the base dimension, such as Entity or Account, by right-clicking the application name, then selecting Activate all associations.

You can also import alias tables using flat files or interface tables, or create them using the Batch Client.

Creating UDAs

Select Administration, then Manage, and then Dimensions. Select a dimension and a dimension member, and click Edit. On the UDA tab, select UDA members or create them by clicking Add and entering a name, then clicking Save. Select UDAs for the member by moving them to the Selected UDA list.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Dimension. Enter a name and description, then select the UDA type.

After the UDA dimension is created, you can add members. (Right-click a member, then select Create Member, then As Child or As Sibling.)

Associate the new dimension with the base dimension, such as Entity or Account, by right-clicking the application name, then selecting Activate all associations.

You can also import UDA members using flat files or interface tables, or create them using the Batch Client.

Creating exchange rate tables

Select Administration, then Manage, and then Exchange Rates. Click Create, specify a name and description, and click Save. Edit the exchange rate table and enter exchange rates for the proper currency conversions, and then click Save.

In the Dimension Library (Navigate, then Administer, then Dimension Library), assign the Exchange Rate Table property to Planning Scenario members in the Property Grid. In Planning, select Administration, then Manage Exchange Rates. Click Create, specify a name and description, and click Save. Enter values in the exchange rate table.

Editing member properties

Select Administration, then Manage, and then Dimensions. Select a member and click Edit. Modify member properties and click Save.

Perform one task:

  • Select a member in the Dimension Library (Navigate, then Administer, then Dimension Library), then make changes in the Properties Grid. You can update application members by selecting a member in an application and making changes in the Properties Grid. The changes apply to that application only, and do not impact the properties defined in the Dimension Library. (For the Member Name property, you cannot rename members.)

  • Edit dimensions in the *.ads flat files. Then reload to the Dimension Library in replace or merge mode. You can also load the modified dimensions using the interface tables within the profile.

  • Update member properties using the Batch Client. The application must be redeployed when member properties are updated in Performance Management Architect.

Organizing dimensions

Select Administration, then Manage, and then Dimensions. To sort dimensions, select a sort option, then click the Sort Ascending or Sort Descending button. You can also expand or collapse the dimension hierarchy.

In the Dimension Library (Navigate, then Administer, then Dimension Library), select File, then New, then Folder. Enter the folder name and click OK.

To add dimensions to the folder, in the Shared Library, right-click the folder and select Add Dimensions.

Moving a member within the hierarchy

Select Administration, then Manage, and then Dimensions. To move members or branches up or down one position, select the member or branch and click the Move Up or Move Down button. To move members including parents and children, click Cut, select the destination member, and click Paste. You can also use the Sort Member utility.

Perform one task:

  • In the Dimension Library (Navigate, then Administer, then Dimension Library), right-click the member and select Cut. Right-click the destination member and select Paste, then As Child or As Sibling.

  • Edit dimensions in the *.ads flat files. Then reload to the Dimension Library in replace or merge mode. You can load the modified dimensions through the interface tables within the profile.

Reordering child members

Select Administration, then Manage, and then Dimensions. To move members or branches up or down one position, select the member or branch and click the Move Up or Move Down button. To move members including parents and children, click Cut, select the destination member, and click Paste. You can also use the Sort Member utility.

You can reorder children in the Dimension Library (Navigate, then Administer, then Dimension Library).

Drag a member up or down to change the order. You can also right-click the dimension and select Reorder Children. Reorder members, then click OK.

Searching for members

Select Administration, then Manage, and then Dimensions. Select a search option, enter search text, and click the Search Up or Search Down button.

In the Dimension Library (Navigate, then Administer, then Dimension Library), right-click a dimension and click Find Members. Select to search by the member name, alias, or property, then click OK.

Security  

Application Creator role

The global Oracle's Hyperion® Shared Services role of Application Creator or <product> Application Creator (for example, Planning Application Creator) allows users to create and deploy applications. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

The global Shared Services role of Application Creator or <product> Application Creator (for example, Planning Application Creator) allows users to create and deploy applications. Required, in addition to the Dimension Editor role, to navigate to the Planning Classic application administration options. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

Dimension Editor role

The global Shared Services role of Dimension Editor creates and manages dimensions.

The global Shared Services role of Dimension Editor creates and manages dimensions within Performance Management Architect. Also required to access Planning Classic application administration options.

Dimension security

Dimension modifications can be made by users provisioned as Administrators through Shared Services for the application. Dimension access permissions are defined in Oracle's Hyperion® Shared Services or in the Planning Dimension page.

Dimension security is assigned by the Dimension Editor or the Dimension Owner.

Calculation Manager Administrator

Planning Calculation Manager Administrator enables you to create business rules using Hyperion Calculation Manager. Otherwise, rules are maintained in Oracle's Hyperion® Business Rules.

Planning Calculation Manager Administrator enables you to create business rules using Calculation Manager.

Financial Data Management  
Importing data from Oracle E-Business Suite

To import data from Oracle E-Business Suite into Oracle Hyperion Financial Data Quality Management, Fusion Edition:

  • Generate the data from E-Business Suite Financials.

  • Set up an import format in FDM to enable FDM to import the data file generated by the adapter.

  • Assign the import formats to a location.

Use Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications to import data from Oracle E-Business Suite. See the Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Administrator's Guide. To use ERP Integrator:

  • Log on to Workspace and select Navigate, then Administer, and then ERP Integrator.

  • In ERP Integrator, register the source systems. Then, map segments in the source system to dimensions in the target application.

  • Run a dimension extract to import members and hierarchies into Classic Planning or Performance Management Architect applications.

  • Define data rules and run the data rules to extract data from the source system and push into target applications.

  • If using FDM and ERP Integrator together:

    • Load metadata using Performance Management Architect or Classic Planning.

    • Load data using a flat file through Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications and then use the flat file in Oracle Hyperion Financial Data Quality Management, Fusion Edition to push the data into the target application.

Administration Tasks for Managing Business Rules

Planning administrators can create and administer business rules in a graphical environment using Calculation Manager. Hyperion Calculation Manager is available for Oracle Hyperion Planning, Fusion Edition applications created with Oracle Hyperion EPM Architect, Fusion Edition and Classic application administration. For information about business rules features, see Oracle Hyperion Calculation Manager Administrator Features.