Creating a Graphical Custom Template

To create a graphical custom template:

  1. In System View, right-click Templates, and then select New.
  2. In New Custom Defined Template, enter the requested information, and then click OK.

    The New Custom Defined Template dialog box is automatically populated with the Oracle Hyperion Planning application type, application, and plan type you are working with in the System View.

  3. In the Template Designer, add new and existing objects to the template’s flow chart.

    To add an object, drag an object from New Objects or Existing Objects and drop in into the flow chart between Begin and End.

    Table 5-1 New Objects to Insert in Graphical Custom Templates

    Object See Also
    Formula Formula Components
    Script Script Components
    Condition Condition Components
    Member Block Member Block Components
    Member Range Member Range Components
    Fixed Loop Fixed Loop Components
    Metadata Loop Metadata Loop Components
    DTP Assignment DTP Assignment Components
    Data Ranges

    Oracle Hyperion Financial Management users only

    		 Data Range Components (Financial Management Users Only).

    Table 5-2 Existing Objects to Insert in Graphical Custom Templates

    Object See Also
    Rules Designing Business Rules
    Scripts Sharing Script and Formula Components
    Formulas Sharing Script and Formula Components
    Templates Working with Custom Templates
  4. In Properties, enter properties for the template.

    The properties change as you add components to the template and move among the components in the flow chart. To enter properties for a specific component, select the component in the flow chart.

  5. Use the Design Time Prompt tab to enter the following types of design-time prompts:

    • Design-time prompts that can prompt you to enter information when you are using the template.

    • Non-promptable design-time prompts that can be used in DTP assignment components, enabling conditions, and validation conditions.

    See Creating Design-Time Prompts for Custom Templates.

    When you open a custom template, by default it contains these system design-time prompts, which you can add to your template if desired:

    • Application Type—Used to determine if the application is a classic (generic) or Oracle Project Financial Planning (PFP) application.

    • Application—Used to determine whether the application is single, multi, or simplified currency.

    • UpperPOV—Used to determine if there are members in the global range or if the template was inserted into a member range. See Example of Creating a Graphical Template that Uses an UpperPOV Design-Time Prompt.

    Oracle Essbase users only: When you open a custom template, by default it contains a password design-time prompt. Some Essbase functions require a parameter of the type password.

  6. Click Save button to save the template.

Tip:

As you edit the components in a template, you can increase or decrease the size of the component icons and the amount of detail that is displayed in the flow chart. To do this, use Zoom Bar to zoom in and out within the flow chart.