Managing Detailed Profitability Task Flows

Task flows 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, task flows 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:

Task flows are not available when validating the model contents or structure.

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

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

Each task flow 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 task flow have been performed.

Use the Job Status options under Task Areas to view the task flow status and details, or to schedule the running of the task flow 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.

  • Task flow users must be assigned one of the following Shared Services roles to perform task flow operations:

    • Manage Task flows—Permits users to create and edit task flows.

    • Run Task flows—Permits users to only run and view task flows. Users with this role cannot create or edit task flows.

    Note:

    Both Shared Services roles are global user roles. Users assigned these roles can either modify or run task flows 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 task flows from the Taskflow screens, Oracle recommends that you do not modify Detailed Profitability and Cost Management task flows. For additional information on using Oracle Hyperion Enterprise Performance Management Workspace task flows for other products, see the Oracle Hyperion Enterprise Performance Management Workspace User's Guide.