Steps to Create Detailed Profitability Models

The creation of a Detailed Oracle Hyperion Profitability and Cost Management model requires the following steps:

1. Have the Database Administrator create a model schema to hold the relational tables (Physical tables and views) and Lookup tables that hold supporting details before creating the model in Detailed Profitability and Cost Management.

2. Create the Detailed Profitability application in the Profitability Applications Console.

3. Select the Model Data Schema that you are using for the Detailed Profitability application. See Selecting the Detailed Model Data Schema.

4. Using Model Data Registration, select the Source and Destination Measures dimensions and register the tables. Map the columns from the existing database tables to the application. You also join to associated lookup tables that provide additional supporting detail for the main tables. See Registering Detailed Profitability Model Data.

5. Create the source and destination model stages for the model. Select the registered table and assign the dimensions that apply to the stage. See Managing Detailed Profitability Stages.

6. Run model data registration model validations. See Validating Detailed Profitability Models.

7. Create the Points of View (POVs) for the model via selecting members for each POV dimension, such as Year, Period, and Scenario. See Working with Detailed Profitability Points of View.

8. Create driver definitions to specify how to calculate data. See Defining Detailed Profitability Drivers.

9. The model is centered around Calculation Rules, a top-down approach. See Working With Calculation Rules.

10. Create multi source assignment calculation rules and the corresponding source and destination assignment rules. See Adding Calculation Rules.

11. Optional: To create assignment rule selections as exceptions to the multi source calculation rules:

    • Assign drivers to selected driver dimension members or intersections. See Selecting Detailed Profitability Drivers.

    • Create assignment rules and assignments to specify where you want the calculated values to be allocated.

      See these sections:

      • Creating Assignment Rules

      • Working with Assignments in Detailed Profitability

      • Working with Detailed Profitability Assignment Rules

12. Oracle recommends that you use the multi source calculation rules to create multiple assignments and driver selections. See Adding Calculation Rules.

    Optionally, you can use the Bulk Editor. See Working with the Bulk Editor.

13. Optional: Create single source assignment calculation rules to capture sets of assignment rule selections created as exceptions for execution, and to control when they execute. See Working With Calculation Rules.

14. Validate the model to ensure the model structure conforms to validation rules, such as completed assignments and no unused drivers. See Validating Detailed Profitability Models.

15. Run calculations for the model to generate results. See Calculating Detailed Profitability Models.

16. Monitor the status of submitted and scheduled jobs. See Monitoring Detailed Profitability Job Status

17. Run the Stage Balancing reports. Make any edits or corrections to the model or data, and then rerun the calculations, as required. See Detailed Profitability Stage Balancing Report.

18. Create the custom reports, using the Reporting Views. See Deploying Detailed Profitability Reporting Views.