Financial Management Stage Actions and Parameters

The following table lists the available Financial Management actions and parameters.

Table 28. Stage Actions and Parameters for Financial Management

Action

Parameter Name

Type

Possible Values

Purpose

Allocate

POV

URL

Point of View

Indicates the point of view for which the allocation is run. See Running Allocations.

Calculate

POV

URL

Point of View

Indicates the point of view for the data to be calculated. See Calculating Data.

Calculate

Force

Picklist

  • True

  • False

Indicates whether to force calculation to run for selected cells, regardless of status.

Calculate Contribution

POV

URL

Point of View

Indicates the point of view for the contribution data to be calculated. See Calculating Data.

Calculate Contribution

Force

Picklist

  • True

  • False

Indicates whether to force contribution to be calculated for all input periods.

Translate

POV

URL

Point of View

Indicates the point of view for the data to be translated. See Translating Data.

Translate

Force

Picklist

  • True

  • False

Indicates whether to force translation to run for selected cells, regardless of status.

Consolidate

POV

URL

Point of View

Indicates the point of view for the data to be consolidated. See Consolidating Data.

Consolidate

Type

Picklist

  • Impacted

  • All With Data

  • All

Indicates the type of consolidation to be performed.

Load Journals

Journals File

Textbox

Name and path of file

Indicates the journal file to load. See the Oracle Hyperion Financial Management Administrator’s Guide.

Load Journals

Log File

Textbox

Path for log file

Displays the journal load status.

Load Journals

Delimiter

Textbox

Delimiter in the journal file. Default is a semicolon (;).

Separates the data in the file.

Extract Journals

Journals File

Textbox

Name and path of file

Indicates the journal file to extract. See the Oracle Hyperion Financial Management Administrator’s Guide.

Extract Journals

Log File

Textbox

Path for log file

Displays the journal extract status.

Extract Journals

Delimiter

Textbox

Delimiter in the journal file. Default is a semicolon (;).

Separates the data in the file.

Extract Journals

Extract Templates

Picklist

  • True

  • False

Indicates whether to extract journal templates.

Extract Journals

Extract Recurring Templates

Picklist

  • True

  • False

Indicates whether to extract recurring templates.

Extract Journals

Extract Journals

Picklist

  • True

  • False

Indicates whether to extract journals.

Extract Journals

POV

URL

Point of View

Indicates the point of view for which journals are extracted.

Load Data

Data File

Textbox

Name and path of file

Indicates the data file to load. See Loading Data.

Load Data

Log File

Textbox

Path for log file

Displays the data load status.

Load Data

Delimiter

Textbox

Delimiter in the data file. Default is a semicolon (;).

Separates the data in the file.

Load Data

Mode

Picklist

  • Merge

  • Replace By Security

  • Replace

  • Accumulate

Indicates the mode to use for loading data.

Load Data

Accumulate Within File

Picklist

  • True

  • False

Indicates whether to accumulate data in the data file.

Load Data

Contains Ownership Data

Picklist

  • True

  • False

Indicates whether the file contains ownership data.

Extract Data

Data File

Textbox

Name and path of file

Indicates the data file to extract. See Extracting Data.

Extract Data

Log File

Textbox

Path for log file

Displays the data extract status.

Extract Data

Delimiter

Textbox

Delimiter in the data file. Default is a semicolon (;).

Separates the data in the file.

Extract Data

View

Picklist

  • Year to date

  • Periodic

  • Scenario Default

Indicates the view to use for extracting data.

Extract Data

POV

URL

Point of View

Indicates the point of view for which data is extracted.

Extract Data

Calculated

Picklist

  • True

  • False

Indicates whether the data is calculated.

Execute Journal Action

Journal Action

Picklist

  • Submit

  • Approve

  • Post

  • Unpost

  • Unsubmit

  • Reject

  • Delete

Indicates the type of action to perform for the journal. See Processing Journals.

Execute Journal Action

POV

URL

Point of View

Indicates the point of view for which journal actions are performed.

Execute Journal Action

Journal Label

Textbox

Name and path of file

Identifies the journal on which to perform the action.

Extended Analytics

DSN

Textbox

Data source name where the data is extracted

Indicates the data source name. See the Oracle Hyperion Financial Management Administrator’s Guide.

Extended Analytics

Table Prefix

Textbox

Keys to dimension tables

Contains keys to the dimension tables.

Extended Analytics

Push Type

Picklist

  • Create

  • Update

Indicates whether to create or update a star schema.

Extended Analytics

Extract Type

Picklist

  • Standard

  • Metadata All

  • Selected Metadata only

  • SQL Aggregation

  • Essbase

  • Data Warehouse

  • Extract to Flat File

Indicates the mode to use for extracting data.

Extended Analytics

Exclude Dynamic Accounts

Picklist

  • True

  • False

Indicates whether to exclude dynamic accounts from the extract.

Extended Analytics

POV

URL

Point of View

Indicates the point of view to use for Extended Analytics.

Extended Analytics to File

Data File

Textbox

Name and path of file

Path to extract data file

Note:

The data file iscompressed when it is extracted and is the same name as specified in the task with .gz appended.

Extended Analytics to File

Log file

Textbox

Name and path of file

Path to extract log file

Extended Analytics to File

Extract type

Picklist

  • Standard

  • Metadata All

  • Selected Metadata only

  • SQL Aggregation

  • Essbase

  • Data Warehouse

  • Extract to Flat File

Indicates the mode to use for extracting data.

Extended Analytics to File

Exclude Dynamic Account

Picklist

  • True

  • False

Indicates whether to exclude dynamic accounts from the extract.

Extended Analytics to File

POV

URL

Point of View

Indicates the point of view for the data to be extracted

Process Management

POV

URL

Scenario, Year, Period, Entity, Value

Indicates the point of view to use for process management. See About Process Management.

Process Management

Comment

Textbox

Comment text

Text of comment for process unit

Process Management

Action

Picklist

  • Start

  • Promote

  • Reject

  • Sign Off

  • Submit

  • Approve

  • Publish

Indicates the type of action to perform on the process unit.

Process Management

Promote to State

Picklist

  • None

  • Review level 1 to 10

Indicates the level to which to promote the process unit.