1/459

Contents

• Documentation Accessibility
• Documentation Feedback
• Copyright Page

Using Planning

• About Planning
• Planning Features

Getting Started with Planning

• About Planning Applications
• Understanding Implied Sharing in Planning Forms
• Using the Simplified Interface
  • Logging On to the Simplified Interface
  • Enabling Access to Planning Artifacts On Mobile Devices
  • Considerations When Using the Simplified Interface
  • About Cell Formatting When Using the Simplified Interface
  • Copying and Pasting Data Between Microsoft Excel and Planning Web Forms
  • About Instant Save
  • About Autosave

Setting Up Access Permissions

• About Planning User and Role Management
• Planning Artifacts That Can Be Assigned Access
• Types of Access Permissions
• Enabling Access Permissions for Dimensions
• Assigning Access to Members and Business Rules
  • Adding, Editing, and Removing Access
  • About Effective Access Permissions to Shared Members
• Managing Access to Forms and Folders
  • Assigning Access to Forms and Folders
  • Adding, Changing, and Removing Access to Forms and Folders
• Reporting on Access Permissions
  • Selecting Reporting Objects
  • Selecting Reporting Options
  • Working with Access Permissions Reports
  • Examples of Tracked Actions

Managing Planning Databases

• Using Broadcast Messaging
• Viewing Usage Statistics
• Creating and Refreshing Application Databases
• Managing Exchange Rates
  • Creating Exchange Rate Tables
  • Editing Exchange Rate Tables
  • Deleting Exchange Rate Tables
• Managing Currency Conversions
• Working with Currency Conversion Calculation Scripts
• Optimizing Performance
  • About Reordering Dimensions
  • Other Performance Optimization Tips

Importing and Exporting into a Planning Application

• About Importing and Exporting
• Importing and Exporting Metadata and Data
  • Importing Metadata
    • Creating the Metadata Flat File
    • Importing the Metadata Flat File
  • Importing Data
    • Importing Data from a File
    • Driver Member Casting Errors
  • Exporting Metadata to a File
  • Exporting Data to a File
  • Viewing Import and Export Status
  • Administering Data Load Settings
• Importing Using Data Management
  • Overview
  • Importing Data
    • Import Scenario Case 1: Importing Data when Member Names Match
    • Import Scenario Case 2: Importing Data when Member Names Do Not Match
  • Scheduling Jobs in Data Management
  • Drilling Through to Source Data
  • For More Information
    • Defining Category Mappings
    • Defining Periods
    • Creating Data Load Mappings
    • Defining Data Load Rules
    • Managing Data Load Rules
    • Using the Data Load Workbench
    • Integrating Fusion Data in Planning

Managing Forms

• About Forms
  • Form Components
    • Point of View
    • Page Axis
    • Rows and Columns
  • Form Design Considerations
    • Forms and Plan Types
    • Forms and Access Permissions
    • Forms and Currencies
    • Forms and Versions
    • Forms and Attributes
    • Forms and Shared Members
    • Forms and Calculations
• Creating Simple Forms
  • Setting Form Layout
    • Setting Form Grid Properties
    • Setting Dimension Properties
    • Setting Display Properties
    • Setting Printing Options
    • Including Data Validation Rules in Forms
  • Setting Form Precision and Other Options
  • Creating Asymmetric Rows and Columns
  • Adding Formula Rows and Columns
  • Defining Simple Form Page and Point of View
• Creating Composite Forms
  • Setting Composite Form Layout
    • Adding Simple Forms to a Composite Form Layout
    • Rearranging Forms in the Layout
    • Editing Simple Forms from within a Composite Form
    • Deleting Simple Forms from a Composite Form
  • Setting Composite Form Section Properties
  • Setting Composite Form Point of View and Page Dimensions
  • Creating Master Composite Forms
  • Embedding Charts in Composite Forms
• Designing Specific Types of Forms
  • Designing Forms for Multiple Currencies
  • Designing Forms with Formula Rows and Columns
  • Designing Forms with Data Validation
  • Designing Forms with Global Assumptions
  • Designing Forms for Rolling Forecasts
    • About Rolling Forecasts
    • Creating Rolling Forecasts
    • Modifying Rolling Forecast Variables
• Working with Forms and Form Components
  • Selecting and Opening Forms and Folders
  • Previewing Forms
  • Printing Form Definitions
  • Searching for Forms
  • Editing Forms
    • Editing Simple Forms
    • Editing Composite Forms
  • Moving, Deleting, and Renaming Forms
  • Using Grid Diagnostics
  • Using Business Rules
    • About Business Rules
    • Selecting Business Rules
    • Setting Business Rule Properties
    • About Runtime Prompts
    • Understanding Runtime Prompts
    • About Runtime Prompts and Approvals Security
    • Designing Secure Runtime Prompts
  • How Cell Formatting in Smart View Persists in Planning
  • Working with Substitution Variables
    • About Substitution Variables
    • Creating and Assigning Values to Substitution Variables Using Planning
    • Deleting Substitution Variables Using Planning
  • Working with User Variables
    • About User Variables
    • Managing User Variables
    • Creating User Variables
    • Deleting User Variables

Using the Member Selector

• About Working with Members
• Selecting Members
• Using Wildcards in Searches
• About Selecting Attribute Values as Members
• About Selecting Members for Forms
• About Selecting Substitution Variables as Members
• About Selecting User Variables as Members

Managing Data Validation

• Creating and Updating Data Validation Rules
• Formatting Cells and Setting the Promotional Path
• Viewing Data Validation Rules
• Order of Evaluation and Execution for Data Validation Rules
• Conditions Supported by the Rule Builder
  • If Condition Values
    • Current Cell Value
    • Cell Value
    • Column Value
    • Row Value
    • Cross Dim Member
    • Member Name
    • Member
    • Account Type
    • Version Type
    • Variance Reporting Type
    • UDA
    • Attribute
  • Then Condition Values
  • Range Condition Values
    • Check Range
    • Range
• Data Validation Conditional Operators
• Data Validation Rule Scenarios
  • Scenario 1
  • Scenario 2
  • Scenario 3
  • Scenario 4
  • Scenario 5

Managing the Budgeting Process

• About the Budgeting Process
  • Planning Units
  • Review Process
  • Planning Unit Hierarchy
  • Data Validation Rules
  • Task Lists
  • Setting Up Email for Approvals Notification
• Defining the Budgeting Process
  • Approvals Process
  • Approval Operations and Data Validations
• Starting and Supporting the Review Process
• Printing Planning Unit Annotations
• Managing Planning Unit Hierarchies
  • Creating Planning Unit Hierarchies
    • Setting Planning Unit Hierarchy Name, Scope, and Template
    • Selecting Planning Unit Hierarchy Members
    • Assigning Planning Unit Owners and Reviewers
    • About Group-based Approvals
  • Assigning Planning Unit Hierarchy Scenario and Version Combinations
  • Selecting Planning Unit Hierarchy Scenario and Version
  • Editing Planning Unit Hierarchies
  • Deleting and Renaming Planning Unit Hierarchies
  • Viewing Planning Unit Hierarchy Usage
  • Synchronizing Planning Unit Hierarchies
  • Exporting Planning Unit Hierarchies
  • Importing Planning Unit Hierarchies
• Planning Unit Promotional Path
  • Modifying the Planning Unit Promotional Path
  • Design Considerations for Planning Unit Promotional Path Data Validation Rules
• Managing Task Lists
  • Working with Task List Folders
  • Working with Task Lists
  • Adding Instructions to Task Lists
  • Adding and Defining Tasks
  • Adding Tasks to Task Lists
  • Editing Task Lists
    • Editing Tasks
    • Copying and Moving Tasks
    • Moving and Reordering Task Lists
    • Clearing Task Lists
    • Deleting Tasks and Task Lists
  • Linking Tasks to Planning Pages
  • Assigning Access to Task Lists
    • Adding Access to Task Lists
    • Changing and Removing Access to Task Lists
• Copying Data
• Clearing Cell Details

Working with an Application

• Managing Forms and Folders
  • Creating Folders
  • Working with Folders
• About Setting Preferences
  • Setting Personal Preferences
  • Setting Application Defaults
  • Specifying System Settings
  • Limiting Use of an Application During Maintenance
  • Setting Display Options
  • Setting Printing Options
• Mapping an Application for Reporting
  • About the Reporting Application
  • Creating a Reporting Application
  • Mapping a Planning Application to a Reporting Application
  • Defining Application Mappings
  • Defining Dimension Mappings
  • Setting the Point of View
  • Setting Data Options
  • Validation Rules for Default Members
  • Pushing Data
    • Pushing Data to a Reporting Application
    • Pushing Data from One Plan Type to Another Plan Type (Smart Push)
  • Unsupported Features with Mapping Applications
  • Mapping Applications and Substitution Variables

Working with Menus

• Creating and Updating Menus
• Working with Menu Items
• Adding or Changing Menu Items

Working with Planning Application Administration

• About Creating an Application with Oracle Planning and Budgeting Cloud Service
• Creating an Application
  • Creating a Custom Application
  • Setting up the Currency
  • Customizing the Plan Type Names
  • Setting Up the Calendar
  • Setting Up Custom Dimensions and Metadata
  • Creating a Demo Application
• Accessing an Existing Application
• Deleting the Application
• About Monitoring and Optimizing Performance Using the Application Monitor
  • Assumptions
  • How the Application Monitor Works
  • Using the Application Monitor Graphs
  • Launching the Application Monitor
  • Modifying Artifacts for Optimal Performance
• Working with Alias Tables
  • About Alias Tables
  • Creating Alias Tables
  • Editing or Renaming Alias Tables
  • Deleting Alias Tables
  • Clearing Alias Tables
  • Copying Alias Tables
  • Specifying a Default Alias Table, and Setting Member and Alias Display Options
• Working with Dimensions
  • Dimension Overview
    • About Dimensions and Members
    • About Sparse and Dense Dimensions
    • About Dimension Hierarchies
  • Working with Dimension Hierarchies
    • Expanding and Collapsing Dimension Hierarchies
    • Navigating Dimension Hierarchies
    • Filtering the Dimension View by Plan Type
    • Finding Dimensions or Members
    • Sorting Members
    • Moving Members Within the Dimension Hierarchy
  • Viewing a Member’s Ancestors
  • Determining Where Members Are Used in an Application
  • About Custom Dimensions
    • Aggregation Options
    • Storage Options
  • About Entities
  • Base Currency
  • About Accounts
    • Account Types
    • Saved Assumptions
    • Data Type and Exchange Rate Type
  • Accounts, Entities, and Plan Types
    • Entities and Plan Types
    • Accounts and Plan Types
  • About User-Defined Custom Dimensions
  • Adding or Editing User-Defined Custom Dimensions
    • Setting Dimension Properties
    • Setting Dimension Density and Order
    • Setting the Evaluation Order
  • Working with Members
    • About Dynamic Members
    • Adding or Editing Members
    • Deleting Members
    • Deleting Parent Members
    • Viewing Member Properties from Forms
    • Working with Shared Members
    • Creating Shared Members
  • Working with Attributes
    • Understanding Attribute Data Types
    • Deleting Attributes
  • Working with Attribute Values
    • Creating Attribute Values
    • Assigning Attribute Values to Members
    • Modifying Attribute Values
    • Deleting Attribute Values
  • Customizing Calendars
    • Defining How Calendars Roll Up
    • Creating and Editing Summary Time Periods
    • Deleting Summary Time Periods
    • Working with the Years Dimension
    • Adding Years to the Calendar
    • Setting the Fiscal Year
    • Editing Year Information
    • Renaming Time Periods
    • Assigning Aliases to Summary Time Periods
    • Editing the BegBalance Member
  • Setting Up Currencies
  • Enabling Multiple Currencies
    • Working with Multiple Currencies
    • About the Calculate Currencies Business Rule
    • Exchange Rate Types
    • Scaling
    • Number Formatting
    • Reporting Currencies
    • Checking How Currencies are Used
    • Creating Currencies
    • Editing Currencies
    • Deleting Currencies
  • Specifying Exchange Rates
    • About Exchange Rate Tables
    • Hsp_Rates Dimension
    • Triangulation
    • Calculation Method
  • Setting Up Scenarios
    • About Scenarios
    • Creating Scenarios
    • Editing Scenarios
    • Deleting Scenarios
    • Copying Scenarios
  • Specifying Versions
    • About Versions
    • Target and Bottom Up Versions
    • Creating Versions
    • Editing a Version
    • Deleting Versions
    • Displaying Versions
  • Sorting Version and Scenario Members
  • Moving Scenario and Version Members in the Dimension Hierarchy
• Adding an Aggregate Storage Outline to a Planning Application
  • About Aggregate Storage
  • Aggregate Storage Outline Plan Type Characteristics
  • Process for Adding an Aggregate Storage Database to a Planning Application
  • Adding Plan Types
• Setting up Dynamic Time Series Members
  • Additional Supported Planning Application Features
  • Considerations for Alternate Hierarchies in Period Dimensions
• Using Smart Lists, UDAs, and Member Formulas
  • Working with Smart Lists
    • Synchronizing Smart Lists in Reporting Applications
    • Adding or Changing Smart List Properties
    • Adding or Changing Smart List Entries
    • Previewing Smart Lists
    • Displaying #MISSING with Smart Lists
  • Working with UDAs
    • Creating UDAs
    • Changing UDAs
    • Deleting UDAs
  • Working with Member Formulas
    • Viewing Details of Formula Validation
    • Working with Formula Expressions

Naming Restrictions

• Restrictions for Applications and Databases
• Restrictions for Dimensions, Members, Aliases, and Forms
• Dimension and Member Names in Calculation Scripts, Report Scripts, Formulas, Filters, and Substitution Variables
• Restrictions for User Names

Form Formula Functions

• Using Formulas and Formula Functions
• Creating Formulas
  • Editing Formulas
  • Deleting Formulas
• Formula Functions
  • Arguments
    • Numeric Arguments
    • Row, Column, or Cell Reference Arguments
    • Property Arguments
    • Embedded Functions as Arguments
  • Abs
  • Average
  • AverageA
  • Count
  • CountA
  • Difference
  • Eval
  • IfThen, If
    • Notes on Conditions
    • Complex Conditions
  • Max
  • Min
  • Mod
  • PercentOfTotal
  • Pi
  • Product
  • Random
  • Round
  • Sqrt
  • Sum
  • Truncate/Trunc
  • Variance/Var
    • Expected Results
    • Variance Behavior
    • Examples
  • VariancePercent/VarPer
    • Expected Results
    • VariancePercent Behavior
    • Examples:

Using Smart View to Import and Edit Planning Metadata

• Importing Planning Dimensions in Smart View
  • Importing Dimensions in Smart View
  • Using Smart View Grids
    • Overview of the Smart View Grid
    • The Smart View Grid Display
    • Guidelines for Using the Smart View Grid
• Editing Members in Smart View
• Adding Planning Members in Smart View
  • Adding Members in Smart View
  • Guidelines for Adding Members in Smart View
• Moving Members in Smart View
• Guidelines for Moving Members in Smart View
• Designating Shared Members in Smart View
• Refreshing and Creating Cubes in Smart View