Frequently Asked Questions

This topic provides answers to common questions about using Planning.

How can I switch from one application to another?

Select the tab of the second application. See Logging onto Planning.

What audit capabilities does the system provide?

When you change the state of a planning unit, add an annotation that explains what you changed and why. You can use annotations to create a written history or audit trail of a plan’s evolution. Administrators can also set up audit trails for certain application changes.

Can I change how my form displays?

Yes. Select File, then Preferences, click the Planning icon, and then select Display Options to set options for number formatting, page selection, printing, and other options. To make ad hoc changes, see Working with Ad Hoc Grids.

In a large hierarchy, how can I find specific members?

You can set the number of members that enable a search and find feature, and search up or down the hierarchy by member name or alias to find members. See Enabling Search with a Large Number of Pages and Navigating in Forms.

Can I cut, copy, paste, and delete data while I'm entering data?

Yes, you can use the Copy and Paste shortcuts, or right-click in a cell, and then select Cut, Copy, Paste, or Delete. To adjust data, select Edit, and then Adjust. You can work with multiple cells simultaneously.

How can I easily enter values across multiple cells?

Planning can allocate values across cells. For example, select multiple cells and select Adjust Data to increase or decrease their values by a certain percentage. See Adjusting and Spreading Data.

How can I add a text note or custom link to data?

You can add comments or a custom link to accounts if the feature is enabled and you have write access to the members (account, entity, scenario, and version). For example, to create a link to a spreadsheet file on a shared server, you might enter: file://C:/BudgetDocs/Timeline.xls where C represents the server's drive.

If your administrator selected the Enable Cell Level Document property for the form, you can link a cell to an Oracle Hyperion Enterprise Performance Management Workspace document. See Adding, Editing, and Viewing Cell-Level Documents .

How can I set up calculations for cells?

Select cells, and then click Supporting Detail to add text, values, and operators that define how data aggregates.

See Working with Supporting Detail.

Can I select the language or terminology in which the members display?

Yes, if an administrator sets up multiple alias tables, you can select from among them. The selected alias table determines how members are displayed in the form. For example, each alias table might display members in another language. The display of aliases in a form must be enabled as a property. Select the alias table to use by selecting File, and then Preferences. Click the Planning icon, select the Application Settings tab, and then select the alias table under Alias Setting. Planning retains this setting for subsequent sessions.

How can I replace irrelevant data with no data value?

In a form, select the cell or range of cells you want to change. Enter #missing, then and save the form. The cells are saved to the database upon the next Refresh.

How can I associate a business rule to a form?

Only administrators and interactive users can associate business rules to forms. This enables others to launch those business rules.

When should I launch business rules?

Your administrator can set up forms to automatically launch business rules when you open the form. If so, you can skip steps 1 and 2.

  Before you begin entering data:

  1. Select View, and then Refresh so you get the latest values from Oracle Essbase.

  2. Select Tools, and then Business Rules to start a prepared calculation script.

  3. Enter your data into the form.

  4. Select Tools, and then Business Rules again before you promote the planning unit (in case the database values were updated in the meantime).

How can I see the business rules associated with my page?

Open the form, and review the Business Rules list in the lower-left corner of the form.

What is a planning unit?

A planning unit is a slice of data at the intersection of a scenario, a version, and an entity. In addition, an administrator an create more granular planning units within an entity by adding members from another dimension. See Managing Planning Units

How do I promote a planning unit so that it can be reviewed?

Change the planning unit status to a status that sends the budget to the appropriate reviewer. For details, see Changing Planning Unit Status

How can I get notified by email when I become the owner of a planning unit?

Set up Planning to notify you by email when you become the owner of a planning unit. See Setting Up Email.

How can I track the approval process of my planning units?

From the Process Definition page, you can view the status of a planning unit, including its history, the last action taken, and the dates and times the status changed. See Viewing Planning Unit History Details and Using Annotations.

Can I promote an entire area (region, business unit, and so on)?

Areas of an organization, such as divisions and regions are represented as entities in Oracle Hyperion Planning. You can promote an entire entity or portions of it.

Can I change my plan after I have promoted it to a reviewer?

After you promote a planning unit, you are no longer its owner, and only the current owner or the budget administrator can change the plan. To make changes, ask the current owner or budget administrator to reject he planning unit back to you.

Can I create a copy of my plan for myself so that I can compare it to the approved version?

To create a copy of the plan, ask the administrator to set up a “personal” bottom up version for you. Before you promote your data, copy it (using Copy Versions) to a personal version, giving you a record of the data before you promote it.

Can I read all reviewers’ comments?

You can read all annotations for planning units to which you have access.

Who can review my plan?

Others having access to your portions of the planning unit can view and, depending on their access level, change your sections.

When should I use the Copy Versions option?

Use Copy Versions to:

  • Create a copy of the data for your records. For example, use the copy as a baseline to compare against future versions of data.

  • Create a starting point for subsequent bottom up versions. For example, copy your First Pass version to a Second Pass version, and then make your changes to it.

What should I do when I cannot run a currency conversion calculation script because the error message tells me the FIX statement cannot contain a dynamically calculated member?

Contact your administrator if you get this error message. It means that the calculation script you are trying to run contains a scenario, version, or currency that is a dynamically calculated member, or that all account members are dynamic for this view.