Support for Workforce Planning Smart Lists

Smart Lists are attribute-like values assigned to members, where the actual assignment is stored as data in the Oracle Essbase cube for the member (for example, 0, 1, 2, 3, 4) and the Oracle Hyperion PlanningRepository translates those numbers to textual strings (for example, 0="Straight Line Depreciation", 1=" Double Declining Balance").

Examples of Financial Reporting Support of Smart Lists:

  • Grids which reference cells in a Planning database that contain Smart Lists return a string value instead of a number. String values are always shown in the results instead of numbers.

  • The text function GetCell() returns the string value instead of a number when it references a cell containing a Smart List.

  • Using numeric comparison operators and string comparison operators (for example, equals and startswith), conditional formatting, and suppression allows selection of any cell (Data, Formula, Text) with the "Cell Value" operand. For example, conditional suppression can refer to a data cell that contains a Smart List string and apply conditional suppression such as "suppress row if cell value B6 starts with 'ABC'".

  • You can apply conditional formatting and suppression to Workforce Planning or Smart List textual data.

  • When a Smart List string is retrieved from Planning, the string value (for example "Meets") and numeric values are stored and are available, enabling the following capabilities:

    • Conditionally suppress and conditionally format based on either the Smart List string value or the underlying numeric value.

    • Sort rows or columns that have Smart List values mixed with numeric data-cell values. When this occurs, the Smart List numeric is used in the comparison with the other numeric cell values.

    • Access the Smart List numeric value through a formula reference to the cell. All formula references to Smart-List cells operate on the Smart List numeric value.