Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Using Planning
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2
Getting Started with Planning
- About Planning Applications
- Starting Essbase
- Considerations for Working with Essbase
- Understanding Implied Sharing in Planning Forms
- Connecting to Multiple Instances of Essbase
- Starting the Relational Database
- Optimizing SQL Relational Databases
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Setting Application and System Properties
- Changing the JDBC Driver
- Configuring JDBC Connection Pooling
- Controlling Smart View Messages
- Showing New Planning Members in Smart View
- Setting the Application Home Page
- Setting Background Processing
- Setting Business Rules Launch Logging Properties
- Setting Data Validation Properties
- Setting the Maximum Length for Text Values and Comments in Cells
- Controlling Smart View Cell Formatting in Planning Forms
- Setting Threshold Limits for Applications
- Logging On to EPM Workspace and Accessing Planning
- Working with Planning Utilities
- Using Application Servers
- About Updating Instances and Clusters
- Closing Planning and Essbase
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3
Setting Up Access Permissions
- Levels of Access Permissions
- Planning Artifacts That Can Be Assigned Access
- Types of Access Permissions
- Enabling Access Permissions for Dimensions
- Assigning Access to Members and Business Rules
- Managing Access to Forms and Folders
- Importing Access Permissions
- Improving Performance When Importing Access Permissions
- Exporting Access Permissions
- Reporting on Access Permissions
- Managing Security Filters
- Synchronizing Users With the Provision Users Utility
- Migrating User and Group Identities
- Migrating Business Rule Security
- Removing Stale User Records
- Setting Up Access Permissions in Financial Reporting
- 4 Managing Planning Databases
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5
Importing and Exporting Data and Metadata
- Overview
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Working with the Outline Load Utility
- Command Properties File
- Generating Load Files
- Importing Data and Metadata Using a Flat File
- Importing Data and Metadata from a Relational Data Source
- Exporting Data and Metadata from a Planning Application to a Flat File
- Exporting Metadata from a Planning Application to a Relational Data Source
- Command Line Parameters for the Outline Load Utility
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Dimension Properties
- Common Member Properties
- Account Dimension Properties
- Entity Dimension Properties
- Period Dimension Properties
- User-Defined Dimension Properties
- Year Dimension Properties
- Scenario Dimension Properties
- Version Dimension Properties
- Currency Dimension Properties
- Attribute Dimension Properties
- UDA Dimension Properties
- Exchange Rate Dimension Properties
- Planning Unit Hierarchy Dimension Properties
- Smart List Dimension Properties
- Working with Planning Import and Export
- Clearing EPM Oracle Instance Tmp Directory Files
- Enabling Data Load of Essbase Data
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6
Managing Forms
- About Forms
- Creating Simple Forms
- Creating Composite Forms
- Designing Specific Types of Forms
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Working with Forms and Form Components
- Selecting and Opening Forms and Folders
- Previewing Forms
- Printing Form Definitions
- Searching for Forms
- Editing Forms
- Moving, Deleting, and Renaming Forms
- Importing and Exporting Form Definitions
- Specifying How Many Forms Users Can Simultaneously Use
- Using Grid Diagnostics
- Using Business Rules
- How Cell Formatting in Smart View Persists in Planning
- Working with Substitution Variables
- Working with User Variables
- 7 Using the Member Selector
- 8 Managing Data Validation
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9
Managing the Budgeting Process
- About the Budgeting Process
- Defining the Budgeting Process
- Starting and Supporting the Review Process
- Printing Planning Unit Annotations
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Managing Planning Unit Hierarchies
- Creating Planning Unit Hierarchies
- Assigning Planning Unit Hierarchy Scenario and Version Combinations
- Selecting Planning Unit Hierarchy Scenario and Version
- Editing Planning Unit Hierarchies
- Deleting and Renaming Planning Unit Hierarchies
- Viewing Planning Unit Hierarchy Usage
- Synchronizing Planning Unit Hierarchies
- Exporting Planning Unit Hierarchies
- Importing Planning Unit Hierarchies
- Planning Unit Promotional Path
- Managing Task Lists
- Copying Data
- Clearing Cell Details
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10
Working with an Application
- Managing Forms and Folders
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About Setting Preferences
- Setting Personal Preferences
- Setting Application Defaults
- Specifying System Settings
- Assigning Applications to Shared Services Application Groups
- Limiting Use of an Application During Maintenance
- Using the MaintenanceMode Utility to Limit Application Access
- Specifying Custom Tools
- Setting Display Options
- Setting Printing Options
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Mapping an Application for Reporting
- About the Reporting Application
- Creating a Reporting Application
- Mapping a Planning Application to a Reporting Application
- Defining Application Mappings
- Defining Dimension Mappings
- Setting the Point of View
- Setting Data Options
- Validation Rules for Default Members
- Pushing Data
- Unsupported Features with Mapping Applications
- Mapping Applications and Substitution Variables
- Adding an Essbase Server for Reporting Applications
- Editing an Essbase Server for Reporting Applications
- Removing an Essbase Server for Reporting Applications
- Deleting Application Information Using SQL
- 11 Working with Menus
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12
Working with Planning Application Administration
- About Creating Applications with Planning Application Administration
- Setting Up Applications Using Planning Application Administration
- About Monitoring and Optimizing Performance Using the Application Monitor
- Working with Alias Tables
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Working with Dimensions
- Dimension Overview
- Working with Dimension Hierarchies
- Viewing a Member’s Ancestors
- Determining Where Members Are Used in an Application
- About Custom Dimensions
- About Entities
- Base Currency
- About Accounts
- Accounts, Entities, and Plan Types
- About User-Defined Custom Dimensions
- Adding or Editing User-Defined Custom Dimensions
- Working with Members
- Working with Attributes
- Working with Attribute Values
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Customizing Calendars
- Defining How Calendars Roll Up
- Creating and Editing Summary Time Periods
- Deleting Summary Time Periods
- Working with the Years Dimension
- Adding Years to the Calendar
- Setting the Fiscal Year
- Editing Year Information
- Renaming Time Periods
- Assigning Aliases to Summary Time Periods
- Editing the BegBalance Member
- Setting Up Currencies
- Enabling Multiple Currencies
- Specifying Exchange Rates
- Setting Up Scenarios
- Specifying Versions
- Sorting Version and Scenario Members
- Moving Scenario and Version Members in the Dimension Hierarchy
- Adding an Aggregate Storage Outline to a Planning Application
- Setting up Dynamic Time Series Members
- Working with Applications that Use Planning Application Administration
- Using Smart Lists, UDAs, and Member Formulas
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13
Customizing Planning Web Client
- Customizing Reports
- Customizing the Planning Tools Page
- Customizing Cascading Style Sheets
- Customizing the Style of Row and Column Members in Forms
- Customizing Skins to Add Components
- Registering Customized Skins
- About Customizing ADF Components
- About Customizing Text, Color, and Images
- Customizing Colors, States, and Actions for Process Status
- Creating Spreading Patterns
- Examples of Spreading Patterns
- Creating Instructions for Planners
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14
Troubleshooting
- Calculation Script is Too Long or Complex
- Cannot Find Member
- Cannot Process Request
- Conflicting Change by Users
- Copy Version Error
- Currency Conversion Calculation Script Failed
- Form Error Message
- Database Locked by Another Administrator
- 500 Error Message
- Implied Sharing Issues
- Manage Database Errors
- Maximum Number of Applications Already Connected or Database is Locked
- Optimizing WebLogic Server Parameters
- Optimizing Windows Network Parameters
- Registering a Restored Application with Planning
- Session Timeout
- Slow Performance When Opening Forms Using a Dial-Up Connection
- Unable to Create Application Error
- Unable to Refresh Application Error
- Unsuccessful Log On
- A Naming Restrictions
- B Form Formula Functions
- C Custom-defined Functions
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D
Using Smart View to Import and Edit Planning Metadata
- About Using Smart View to Import and Edit Planning Metadata
- Importing Planning Dimensions in Smart View
- Editing Members in Smart View
- Adding Planning Members in Smart View
- Moving Members in Smart View
- Guidelines for Moving Members in Smart View
- Designating Shared Members in Smart View
- Refreshing and Creating Cubes in Smart View