Creating and Deploying Detailed Profitability Applications

Detailed Oracle Hyperion Profitability and Cost Management must abide by these conditions:

  • At least one Business dimension is required.

  • MeasuresDetailed dimension is required.

  • Dimension Sort Order is set for the model.

To create Detailed Profitability and Cost Management applications:

  1. Create dimensions by performing a flat file import.

    Caution:

    Add business dimensions to be included in the application, for example, Generic, Account, Entity, Time, or Country before creating the application; otherwise, the dimensions will not be available for the Application Wizard to select.

  2. Access Oracle Hyperion Enterprise Performance Management Workspace. See Accessing EPM Workspace.
  3. Select Navigate, then Administer, and then Create New Application.
  4. In Name, enter an application name (maximum seven characters). Application names should not contain special characters (for example, a space or an asterisk).
  5. In Type, select Profitability.

    Note:

    You can create an empty application, into which you can import metadata. To create an empty application, select Create Blank Application, and then click Finish.

  6. Optional: Under Description, enter a description.
  7. Optional: Select Auto Create Local Dimensions to automatically create dimensions that are required in the application.

    The dimension name for each new dimension is the dimension type with (New) in parentheses. Automatically creating local dimensions save time because it populates the required application dimensions.

  8. Under Profitability, click Create as Detailed Application.
  9. Click Next.
  10. In the Dimension Selection window, choose the dimensions for the application. You must select the required default dimensions as local dimensions:
    • MeasuresDetailed (Required)

    • At least one Business Dimension (Required)

    • Alias Dimension (Optional)

    • Attribute Dimensions (Optional)

    To create the dimensions for the application:

    1. Click in the Dimension column, and then select Create New Dimension.
    2. Enter a dimension name and an optional description.
    3. Click OK.
  11. Click Next to create the application.
  12. In Application Settings window, do the following tasks as outlined in the Oracle Hyperion Profitability and Cost Management Administrator's Guide.
    1. Set the Dimension Sort Order for all model dimensions.
    2. Reorder the NoMember to display this member as the last generation 2 member on the list.
    3. Set the Properties for POV Dimensions, and the POV Display Order for multiple POV dimensions, if required.
    4. Select Deploy when finished. This selection launches the Deploy window when you click Finish.
  13. Click Validate and correct reported errors. You can find detailed validation information in the Library Job Console. To open the Library Job Console, select Navigate, then Administer, and then Library Job Console. See the Oracle Hyperion Profitability and Cost Management Administrator's Guide for a list of validations.
  14. Click Finish.
  15. Deploy the application. The deployment process registers the application with Oracle Hyperion Shared Services and deploys it to the application server.
    1. Select Instance Name, Application Server, and Shared Services Project for the Profitability and Cost Management application. Consult online help for assistance.
    2. Select Deploy.