Importing Standard Profitability and Detailed Profitability Applications

Use one of the following methods to import Oracle Hyperion Profitability and Cost Management artifacts from Release 11.2.12+ to Release 11.2.15 for Standard Profitability and Detailed Profitability applications.

Master Cube Approach

1. Create a new, empty Profitability and Cost Management application.
   1. Log in to Oracle Hyperion Enterprise Performance Management Workspace in the Release 11.2.15 environment.
   2. From the Navigate menu, select Administer, and then select Profitability Applications.
   3. Create a new application (from the Actions menu, select New) with these attributes, and then click Next.
      • Application Name—use the same name you used in Release 11.2.12+
      • Essbase Application Server—select the Essbase cluster to connect to
      • Shared Services Project— Default Application Group
      • Application Type—Standard Profitability or Detailed Profitability
      • Dimension Source—Master Cube
   4. From the Essbase Master Cube field, choose the Essbase Master Cube associated with the current application, then click Select All, and then click Finish.
2. Validate and enable the application.
   1. From the Actions menu, click Validate and Enable.
   2. Click the Job Library tab and validate that the Validate and Enable job completed successfully.
   3. Click the Applications tab and confirm that the application has a green check mark in the Enabled column.

3. Use Oracle Hyperion Enterprise Performance Management System Lifecycle Management to import the Profitability and Cost Management artifacts from Release 11.2.12+ to Release 11.2.15:

   1. Log in to EPM Workspace in the Release 11.2.15 environment.
   2. From the Navigate menu, select Administer, and then select Shared Services Console.
   3. Expand the File System node.
   4. Right-click the File System node, select Upload, and then navigate to the location of the LCM export file that you exported from the Profitability and Cost Management Release 11.2.12+ application. For large files that you copied using FTP,
   5. In File System, select the uploaded file to expand it, click Select All, and then click Import.
   6. Click OK when you are prompted to proceed with the import.

4. Deploy the Profitability and Cost Management dimensions to Oracle Essbase. See Oracle Hyperion Profitability and Cost Management Administrator's Guide.

5. Load input data. See Oracle Hyperion Profitability and Cost Management Administrator's Guide.

6. Repeat these steps for each application.

Data Relationship Management Approach

1. Create a new, empty Profitability and Cost Management application.
   1. Log in to EPM Workspace in the Release 11.2.15 environment.
   2. From the Navigate menu, select Administer, and then select Profitability Applications.
   3. Create a new application (from the Actions menu, select New) with these attributes, and then click Next.
      • Application Name—use the same name you used in Release 11.2.12+
      • Essbase Application Server—select the Essbase cluster to connect to
      • Shared Services Project— Default Application Group
      • Application Type—Standard Profitability or Detailed Profitability
      • Dimension Source—Native
   4. Enter the dimension names from the Release 11.2.12+ application for these attributes, and then click Finish.
      • Measure Dimension Name
      • Allocation Type Dimension Name (Standard only)
2. Export metadata from Oracle Data Relationship Management and import it to Profitability and Cost Management. See Exporting from Data Relationship Management and Importing to EPM Applications.

   When importing the dimension metadata into Profitability and Cost Management, update dimensions one at a time, using the dimension flat files that you exported from Data Relationship Management. Perform this step for all dimensions except for the Measures dimension and the Allocation Type dimension (Standard only).

   Measures and AllocType are system dimensions that are auto populated with members when you create the application.

   Note that for Standard applications, if you have created user-defined members in the Measures dimension, you should also import the Measures dimension.

   1. From the Actions menu, select Update Dimensions.
   2. Browse to select the file that contains the dimension members to import, and then click OK.
3. Validate and enable the application.
   1. From the Actions menu, click Validate and Enable.
   2. Click the Job Library tab and validate that the Validate and Enable job completed successfully.
   3. Click the Applications tab and confirm that the application has a green check mark in the Enabled column.

4. Use Lifecycle Management to import the Profitability and Cost Management artifacts from Release 11.2.12+ to Release 11.2.15:

   1. Log in to EPM Workspace in the Release 11.2.15 environment.
   2. From the Navigate menu, select Administer, and then select Shared Services Console.
   3. Expand the File System node.
   4. Right-click the File System node, select Upload, and then navigate to the location of the LCM export file that you exported from the Profitability and Cost Management Release 11.2.12+ application. For large files that you copied using FTP,
   5. In File System, select the uploaded file to expand it, click Select All, and then click Import.
   6. Click OK when you are prompted to proceed with the import.

5. Deploy the Profitability and Cost Management dimensions to Essbase. See Oracle Hyperion Profitability and Cost Management Administrator's Guide.

6. Load input data. See Oracle Hyperion Profitability and Cost Management Administrator's Guide.

7. Repeat these steps for each application.