Financial Management Stage Actions and Parameters

The following table lists the available Oracle Hyperion Financial Management actions and parameters.

Table 14-1 Stage Actions and Parameters for Financial Management

Action Parameter Name Type Possible Values Purpose

Allocate

POV

URL

Point of View

Indicates the point of view for which the allocation is run. See Running Data Allocations.

Calculate

POV

URL

Point of View

Indicates the point of view for the data to be calculated. See Calculating Data.

Calculate

Force

Picklist

  • True

  • False

Indicates whether to force calculation to run for selected cells, regardless of status

Calculate Contribution

POV

URL

Point of View

Indicates the point of view for the contribution data to be calculated. See Calculating Data.

Calculate Contribution

Force

Picklist

  • True

  • False

Indicates whether to force contribution to be calculated for all input periods

Translate

POV

URL

Point of View

Indicates the point of view for the data to be translated. See Translating Data.

Translate

Force

Picklist

  • True

  • False

Indicates whether to force translation to run for selected cells, regardless of status

Consolidate

POV

URL

Point of View

Indicates the point of view for the data to be consolidated. See Consolidating Data.

Consolidate

Type

Picklist

  • Impacted

  • All With Data

  • All

Indicates the type of consolidation to be performed

Load Journals

Journals File

Textbox

Name and path of file

Indicates the journal file to load. See the Oracle Hyperion Financial Management Administrator's Guide.

Load Journals

Log File

Textbox

Name and path for log file

Path to load log file

Load Journals

Delimiter

Textbox

Delimiter in the journal file. Default is a semicolon (;).

Separates the data in the file

Extract Journals

Journals File

Textbox

Name and path of file

Indicates the journal file to extract. See the Oracle Hyperion Financial Management Administrator's Guide.

Extract Journals

Log File

Textbox

Name and path for log file

Path to extract log file

Extract Journals

Delimiter

Textbox

Delimiter in the journal file. Default is a semicolon (;).

Separates the data in the file

Extract Journals

Extract Templates

Picklist

  • True

  • False

Indicates whether to extract journal templates

Extract Journals

Extract Recurring Templates

Picklist

  • True

  • False

Indicates whether to extract recurring templates

Extract Journals

Extract Journals

Picklist

  • True

  • False

Indicates whether to extract journals

Extract Journals

POV

URL

Point of View

Indicates the point of view for which journals are extracted

Load Data

Data File

Textbox

Name and path of file

Indicates the data file to load. See Loading Data.

Load Data

Log File

Textbox

Name and path for log file

Path to load log file

Load Data

Delimiter

Textbox

Delimiter in the data file. Default is a semicolon (;).

Separates the data in the file

Load Data

Mode

Picklist

  • Merge

  • Replace By Security

  • Replace

  • Accumulate

Indicates the mode to use for loading data

Load Data

Accumulate Within File

Picklist

  • True

  • False

Indicates whether to accumulate data in the data file

Load Data

Contains Ownership Data

Picklist

  • True

  • False

Indicates whether the file contains ownership data

Extract Data (Deprecated)

Data File

Textbox

Name and path of file

Indicates the data file to extract. See Extracting Data.

Extract Data

Log File

Textbox

Name and path for log file

Path to extract log file

Extract Data

Delimiter

Textbox

Delimiter in the data file. Default is a semicolon (;).

Separates the data in the file

Extract Data

View

Picklist

  • Year to date

  • Periodic

  • Scenario Default

Indicates the view to use for extracting data

Extract Data

POV

URL

Point of View

Indicates the point of view for which data is extracted

Extract Data

Calculated

Picklist

  • True

  • False

Indicates whether the data is calculated

Execute Journal Action

Journal Action

Picklist

  • Submit

  • Approve

  • Post

  • Unpost

  • Unsubmit

  • Reject

  • Delete

Indicates the type of action to perform for the journal. See Processing Journals.

Execute Journal Action

POV

URL

Point of View

Indicates the point of view for which journal actions are performed

Execute Journal Action

Journal Label

Textbox

Name and path of file

Identifies the journal on which to perform the action

Extract Data to Database

DSN

Textbox

Data source name where the data is extracted

Indicates the data source name. See the Oracle Hyperion Financial Management Administrator's Guide.

Extract Data to Database

Table Prefix

Textbox

Keys to dimension tables

Contains keys to the dimension tables

Extract Data to Database

Push Type

Picklist

  • Create Star Schema

  • Update Star Schema

  • Delete Star Schema

Indicates whether to create, update, or delete a star schema

Extract Data to Database

Extract Type

Picklist

  • Standard

  • Metadata Only

  • Selected metadata only

  • Essbase

  • Data Warehouse

Indicates the mode to use for extracting data

Extract Data to Database

Exclude Dynamic Accounts

Picklist

  • True

  • False

Indicates whether to exclude dynamic accounts in the extract

Extract Data to Database

Calculated Data

Picklist

  • True

  • False

Indicates whether to include calculated data in the extract

Extract Data to Database

Derived Data

Picklist

  • True

  • False

Indicates whether to include derived data in the extract

Extract Data to Database

Line Item Details

Picklist

  • None

  • Total Summary for Cell

Indicates whether to include line item details in the extract

Extract Data to Database

POV

URL

Point of View

Indicates the point of view to use for Extract Data to Database.

Extract Data to File

Data File

Textbox

Name and path of file

Path to extract data file

The data file is compressed when it is extracted and is the same name as specified in the task with .gz appended.

Extract Data to File

Log File

Textbox

Name and path of log file

Path to extract log file

Extract Data to File

Extract Type

Picklist

  • Flat File With Header

  • Flat File Without Header

Indicates the format to use for extracting data

Extract Data to File

Exclude Dynamic Accounts

Picklist

  • True

  • False

Indicates whether to exclude dynamic accounts

Extract Data to File

Calculated Data

Picklist

  • True

  • False

Indicates whether to include calculated data in the extract

Extract Data to File

Derived Data

Picklist

  • True

  • False

Indicates whether to include derived data in the extract

Extract Data to File

Line Item Details

Picklist

  • None

  • Individual Line Items

  • Total Summary for Cell

Indicates whether to include line item details in the extract

Extract Data to File

Cell Text

Picklist

  • True

  • False

Indicates whether to include cell text in the extract

Extract Data to File

Phased Submission Group Data

Picklist

  • True

  • False

Indicates whether to include phased submission group data in the extract

Extract Data to File

POV

URL

Point of View

Indicates the point of view for the data to be extracted

Process Management

POV

URL

Scenario, Year, Period, Entity, Value

Indicates the point of view to use for process management. See About Process Management.

Process Management

Comment

Textbox

Comment text

Text of comment for process unit

Process Management

Action

Picklist

  • Start

  • Promote

  • Reject

  • Sign Off

  • Submit

  • Approve

  • Publish

Indicates the type of action to perform on the process unit

Process Management

Promote to State

Picklist

  • None

  • Review level 1 to 10

Indicates the level to which to promote the process unit

Process Management

Phase

Picklist

Phase 1 to 9

Indicates the phase on which the action will be performed.