1. User's Guide
  2. Working with Standard Profitability and Cost Management Applications
  3. Managing Smart View Queries in Standard Profitability
  4. Running Queries from the Stage Balancing Screen

Running Queries from the Stage Balancing Screen

You can launch some predefined query integrations from the Stage Balancing screen.

The launch data points are represented as hyperlinks in the stage balancing screen. The hyperlinks in the columns represent values that have been contributed from one stage to another.

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.

Data displayed in the query always opens the Reporting database.

To access queries through the Stage Balancing screen:

  1. From Oracle Hyperion Enterprise Performance Management Workspace, select Navigate, then Applications, then Profitability, and then select the application for which queries have been created.
  2. Deploy the database before running the query.

    It is not necessary to calculate the database before running the query; however, you should be aware that some results will be missing.

  3. In an open model, from Task Areas, select Validate, and then Stage Balancing.

    The Stage Balancing screen is displayed.

  4. Select a POV and Layer, and then click the Launch button Run button.

    The Stage Balancing report for the selected POV is displayed, with highlighted active links. By default, the following hyperlinks are available:

    • Direct Input

    • Idle

    • Overdriven

    • Unassigned Columns

    Additional columns may also contain hyperlinks. The hyperlinks in the columns represent values that have been contributed from one stage to another. If there is no contribution from one stage to another, the intersection is empty.


    The Stage Balancing report for the selected POV is displayed, showing active links that may be clicked to access the results for the highlighted item.
  5. Click any hyperlink to view the results for that intersection in Oracle Essbase for the currently selected POV.

    The results display the total for the default hyperlink (for example, CostReceivedPriorStage) for all intersections of the selected members. Because the results are from the Reporting databases, all values are automatically aggregated.


    The results for the active link in are displayed for the currently selected POV.
  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 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 Essbase tab to drill down or back up to a specific intersection.

Note:

When invoking Oracle Smart View for Office 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.