Managing Detailed Profitability Taskflows

Taskflows automate business processes, in whole or part. Tasks are passed from one taskflow participant to another, according to a set of procedural rules. In Detailed Oracle Hyperion Profitability and Cost Management, taskflows are created in these circumstances:

  • Staging tables are imported

  • POV data is copied

  • Calculations are run

  • Bulk Edit feature has been used to create or remove model elements

  • Cube Deployment

  • Create Application

  • Duplicate Application

  • Pre Update Analysis

  • Update Dimensions

  • Delete Application

Note:

Taskflows are not available when validating the model contents or structure.

A taskflow ID is automatically generated for each task. Every time you run a task, a new task ID is generated. A taskflow can include one or more steps. Each taskflow step represents one action in Profitability and Cost Management.

When you initiate a taskflow, a taskflow step is created and a taskflow ID is assigned (for example, 'Demo04_RunCalcs_D20111103T183447_fbe'). The ID enables you to monitor the progress of the taskflow. A new Taskflow ID is created each time you initiate a taskflow instance. If a taskflow is interrupted or restarted, it always begins again at step 1.

Each taskflow step is executed in sequence, beginning with the first step. When the results for one step are completed, the next step is initiated. Status is only complete when all steps in the taskflow have been performed.

Use the Job Status options under Task Areas to view the taskflow status and details, or to schedule the running of the taskflow on a one-time or recurring basis.

To access the Job Status monitoring option, the following conditions must be satisfied:

  • Profitability and Cost Management must be configured to use external authentication and Oracle Hyperion Shared Services functionality. See the Oracle Enterprise Performance Management System Installation and Configuration Guide .

  • Taskflow users must be assigned one of the following Shared Services roles to perform taskflow operations:

    • Manage Taskflows—Permits users to create and edit taskflows.

    • Run Taskflows—Permits users to only run and view taskflows. Users with this role cannot create or edit taskflows.

    Note:

    Both Shared Services roles are global user roles. Users assigned these roles can either modify or run taskflows for any application and product. See the Oracle Enterprise Performance Management System User Security Administration Guide .

Caution:

Although you can add or remove steps and links and create new taskflows from the Taskflow screens, Oracle recommends that you do not modify Detailed Profitability and Cost Management taskflows. For additional information on using Oracle Hyperion Enterprise Performance Management Workspace taskflows for other products, see the Oracle Hyperion Enterprise Performance Management Workspace User's Guide .

Use these procedures to monitor and schedule taskflows: