Running Queries from the Management Ledger Rule Balancing Screen

You can launch some predefined query integrations from the Management Ledger Rule Balancing screen. The launch points are represented as hyperlinks defined on data in the screen. The hyperlinks in the columns represent values that have been contributed through rule calculations.

Click the hyperlinks to immediately access an analysis capability to analyze the calculations and determine whether areas may need to be repaired, and to explore details of any discrepancies or missing information.

To access queries through the Rule Balancing screen:

  1. From Oracle Hyperion Enterprise Performance Management Workspace, select Navigate, then Applications, then Profitability, and then select a Management Ledger Profitability application (model).
  2. For most complete results, calculate the model before running the query.
  3. With the model open, in Task Area, select Validate, and then Rule Balancing.
  4. In the Rule Balancing screen, enter POV data and then select a Model View.
  5. In the Rule Balancing table, click a blue hyperlink, for example forAllocation In.

    When you click the hyperlink, results display in Oracle Smart View for Office for further analysis and reporting ().

    Figure 14-3 Query Results in Smart View for Activities Allocations In


    There is a cell with results and a Smart View Linked View
  6. Optional: To modify the current POV, on the POV_Linked_View pane, click the down arrow beside any dimension listed for the current POV, and then click the ellipsis (...) to open a Member Selector. Select any members that you want to change, and then click Refresh to activate the POV change.
  7. Review the results of the query.
  8. Optional: To view a specific intersection, use the Zoom commands on the Oracle Essbase tab to drill down or back up to a specific intersection.

Note:

When invoking Smart View from Manage Queries, you may encounter errors such as: "connection refused" and "Web launch operation cancelled". Oracle recommends the Full SSL Deployment of Oracle Enterprise Performance Management System as described by the Oracle Enterprise Performance Management System Security Configuration Guide to support invoking Managed Queries from Management Ledger with SSL. If you terminate SSL at the OHS server, then additional configuration may be required within the OHS configuration files.