Planning Artifact Listing

Oracle Hyperion Planning artifacts are listed in the Planning application group in Oracle Hyperion Shared Services Console.

Note:

The artifacts displayed in Shared Services Console vary by implementation.

About the Artifact Listing

Note the following about the artifact listing:

Artifact—Artifact name
Description—Artifact description
Last Modified Time—If this parameter is supported, reflects the time the artifact was last modified. Some artifacts do not support the last modified time parameter.
Last Modified User—If this parameter is supported, reflects the user who last modified the artifact. Some artifacts do not support the last modified user parameter.
Editable on the File System—If yes, the artifact can be edited on the file system using a text editor. If no, the artifact can be edited only within the product.
Dependencies—Lists artifact dependencies. For example, User Preferences artifacts also require that User Variables artifacts be migrated.

Configuration Artifacts

Table H-1 Configuration Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Adhoc Options	Suppress options, precision options, replacement options, and other miscellaneous options that affect data in web grid	No	No	Yes—XML	Ad Hoc Forms
Data Load settings	Parameters that users can set to enable data to be loaded directly into an Oracle Essbase database	No	No	Yes—XML	Associated Dimensions
Properties—Application Definition and Application Settings	Functionality that enables users to set preferences for such aspects as email notification, alias tables, and display options	No	No	Yes—XML	None
User Preferences	Preferences that users can set for applications, display, printing, and user variables	No	No	Yes—XML	User Variables
User Variables	Dynamically render data forms based on a users member selection, displaying only the specified entity; for example, a user variable named Department displays specific departments and employees.	No	No	Yes—XML	Associated Dimensions

Essbase Data Artifacts

Table H-2 Essbase Data Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Essbase Data	Planning Essbase data	No	No	No	None

Global Artifacts

Standard dimensions associated with more than one plan type are listed under Common Dimensions. This section also includes any associated attribute dimensions.

Table H-3 Global Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Calculation Manager Rulesets	Objects that contain rules and other rulesets that can be calculated simultaneously or sequentially	Yes	Yes	Yes—XML	None
Common Dimensions—Attribute	A type of dimension that enables analysis based on the attributes or qualities of dimension members. Associated with common standard dimensions.	Yes	No	Yes—CSV	None
Common Dimensions (Standard—Account)	A dimension type that makes accounting intelligence available. Only one dimension can be defined as Accounts	Yes	No	Yes—CSV	None
Common Dimensions (Standard—Currency)	A dimension representing currency	Yes	No	Yes—CSV	None
Common Dimensions (Standard—Entity)	A dimension representing organizational units; for example: divisions, subsidiaries, plants, regions, products, or other financial reporting units	Yes	No	Yes—CSV	Currency dimension gets loaded first
Common Dimensions (Standard—Period)	A dimension representing time periods, such as quarters and months	Yes	No	Yes—CSV	Year
Common Dimensions (Standard—Request Dimension)	A dimension representing Budget Requests	Yes	No	Yes—CSV	None
Common Dimensions (Standard—Scenario)	A dimension for classifying data; for example, Actuals, Budget, Forecast1, and Forecast2	Yes	No	Yes—CSV	Period and Year dimensions, Exchange Rates
Common Dimensions (Standard—Version)	Possible outcome used within the context of a scenario of data; for example, Budget - Best Case and Budget - Worst Case, where Budget is scenario and Best Case and Worst Case are versions	Yes	No	Yes—CSV	None
Common Dimensions (Standard—Year)	A dimension representing the fiscal or calendar year for data	Yes	No	Yes—CSV	None
Composite Forms	Displays members from several data forms simultaneously so you can, for example, enter data into one grid and see the results—such as Total Revenue—aggregated in another	Yes	No	Yes—XML	Associated Data Forms
Custom Menus	Menus that administrators create that are company- or application-specific. Users can right-click a member and select a menu item to open a URL, data form, or workflow.	Yes	No	Yes—XML	If menu is of type Workflow, then Planning Units
Dashboards	At-a-glance views of key information organized and presented in a way meaningful to a business need.	Yes	Yes	Yes—XML	Associated Data Forms
Decision Package	Proposals for new services, programs, business objectives, or outcomes in results based management or outcome based budgeting. Decision packages contain budget requests that identify and justify the costs involved in implementing the decision package.	Yes	Yes	Yes—XML	Decision Package Type
Decision Package Attributes	Custom attributes used to group, filter, or sort decision packages	Yes	Yes	Yes—XML	Smart Lists
Decision Package Type	Templates that specify the fundamental data and behavior that define the kind of decision packages and budget requests that budget preparers can create	No	No	Yes—XML	Associated forms, mappings, dimensions
Exchange Rates	A numeric value for converting one currency to another; for example, to convert 1 USD into EUR, the exchange rate of 0.8936 is multiplied with the U.S. dollar. The European euro equivalent of $1 is 0.8936.	Yes	No	Yes—CSV	Currency, Period, and Year
Jobs	Customized actions	Yes	Yes	Yes—XML	Associated Dimensions
Planning Unit Hierarchies	Specifies which application planning units and members are part of the budget process	Yes	Yes	Yes—XML	Entity, Scenario, Version and other associated dimensions
Report Mappings	Maps dimensions between Planning applications and reporting applications to enable reporting on Planning data in a reporting application, aggregations and queries on Smart Lists, and linking Planning data to multiple reporting applications for consolidations	Yes	Yes	Yes—XML	Associated dimensions and Smart Lists
Schedules	Scheduling information of actions that are set to run at intervals.	Yes	Yes	Yes—XML	Associated Business Rules, Report Mappings, Jobs
Smart Lists	Custom drop-down lists that users access from data form cells (instead of entering data)	No	No	Yes—CSV	None
Spread Patterns	A custom spreading pattern that determines how data is distributed from a parent to its children. The pattern is available from the Mass Allocate and Grid Spread menus.	No	No	Yes—XML	None
Substitution Variables	Global placeholders for information that changes regularly	No	No	No	None
Task Lists	A detailed status list of tasks for a particular user	Yes	No	Yes—XML	If task is of type Data Form, then associated Data Form. If task is of type Workflow, then Planning Units.
Valid Combination Rule	Rules that define valid dimensional intersections for data entry in Planning forms.	Yes	Yes	Yes—XML	Associated Dimensions

Plan Type Artifacts

Plan types are used to store Planning application information in the Essbase database. A separate database stores data for each plan type in the application and contains information relevant to that plan type to optimize application design, size, and performance. The default Planning plan types include Plan1, Plan2, and Plan3.

Table H-4 Plan Type Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Attribute Dimensions	A list of dimensions whose type enables analysis based on the attributes or qualities of dimension members	Yes	No	Yes—CSV	None
Calc Scripts	A set of commands that define how a database is consolidated or aggregated. A calculation script may also contain commands that specify allocation and other calculation rules separate from the consolidation process.	Yes	No	Yes	None
Calculation Manager Rules	Objects that can contain templates and calculations that are grouped in components	Yes	Yes	Yes—XML	None
Data Forms	A grid display that enables users to enter data into the database from an interface such as a web browser, and to view and analyze data or related text. Certain dimension member values are fixed, giving users a specific view into the data. Data forms can include predefined data validation rules that help implement business policies and practices. Errors or warnings are generated on the data form if entered data violates a validation rule.	Yes	No	Yes—XML	Associated menus, user variables, and dimensions
Report Scripts	Text files containing Planning Report Writer commands that generate production reports	Yes	No	Yes	None
Rules files	Logical expressions or formulas that are created within an application to produce a preferred set of resulting values	Yes	No	No (Yes—Oracle Essbase Administration Services)	None
Standard Dimensions	A list of dimensions associated with a single plan type	Yes	No	Yes—CSV	Attribute Dimensions, if any
Substitution Variables	Global placeholders for information that changes regularly	No	No	No	None

Relational Data Artifacts

Table H-5 Relational Data Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Account Annotations	Comments associated with accounts that can be plain text or URL links	No	No	Yes—XML	Account, Entity, Scenario, and Version Dimensions
Announcements	Information displayed on the Home page when logging in to the system	No	No	Yes—XML	None
Cell text	Text annotations associated with cells	No	No	Yes—XML	None
Planning Units	A data slice at the intersection of a scenario, version, and entity; the basic unit for preparing, reviewing, annotating, and approving plan data	No	No	Yes—XML	Entity, Scenario, and Version Dimensions
Sandbox Changes	Details of the forms in which data modifications are made for every sandbox. Used for Oracle Hyperion Enterprise Performance Management System Lifecycle Management cloning. Note: To migrate sandbox data using Lifecycle Management, you refresh the cube before exporting the Planning application.	No	No	No	Forms, Essbase Data, and Version dimension
Supporting Detail	Calculations and assumptions from which the values of cells are derived	No	No	Yes—XML	None
Tablet Access	Artifacts (forms, tasks, rules and rulesets) made available on a tablet user interface.	No	No	Yes—XML	Forms, Tasks, Rules and Rulesets
Text Values	Text that is stored as data in cells whose data type is text	No	No	Yes—XML	None

Security Artifacts

Note:

Access permissions are a set of operations that a user can perform on a resource.

Table H-6 Security Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Access Permissions—Users	Company personnel who are provisioned as valid system users	No	No	Yes—XML	None
Access Permissions—Groups	A container for assigning similar access permissions to multiple users	Yes	No	Yes—XML	None