Integrate with Oracle Planning and Budgeting Cloud

Oracle Analytics Cloud Enterprise Edition integrates with Oracle Planning and Budgeting Cloud. You can build dashboards and analyses to analyze data from Hyperion Planning and Essbase Cubes.

About Integration with Oracle Planning and Budgeting Cloud Service

Oracle Planning and Budgeting Cloud Service is a planning, budgeting, and forecasting solution used by many large, medium, and small companies worldwide to provide enterprise-wide business planning.

You can analyze and build dashboards of data from Hyperion Planning and Oracle Essbase Cubes by importing and querying data from on-premises and cloud data sources. The application metadata enables your report builders to create dashboards and analyses that analyze this data.

  • You can review the Service Description documents to understand licensing requirements for using this feature. See Service Description Documents.

  • When you import data from Hyperion Planning data sources, both measures and dimensions are imported into your data model.

Prerequisites for Integration with Oracle Planning and Budgeting Cloud

Before you start, make sure you have the required components configured correctly.

  • Oracle Analytics Cloud Enterprise Edition.

  • A Windows 64–bit machine on which to run Oracle Analytics Developer Client Tool.

  • Oracle Analytics Developer Client Tool for Oracle Analytics Cloud Version 5.4. Download it from Oracle Technology Network and install it on a local Windows 64–bit machine.

  • Start the Javahost process from the client using: C:\oracle\oac-client-5.4\bi\bifoundation\javahost\bin\startOnClient.bat
  • If you're deploying Oracle Analytics Cloud, (that is, on Oracle Cloud Infrastructure with Oracle-Managed), configure these options:

    • Set the JAVA_HOME system environment variable to point to your JDK installation. For example, C:\Program Files\Java\jdk1.8.0_162.

    • Edit the file <BIClient_Home>\bi\bitools\bin\admintool.cmd, and below the ESSBASEPATH setting add:set INSTANCE_NAME=%DOMAIN_HOME%
    • Run <BIClient_Home>\bi\bifoundation\javahost\bin\startOnClient.bat to start Javahost.

      If you need to restart the client, run stopOnClient.bat, then rerun startOnClient.bat.

  • If you're deploying Oracle Analytics Cloud-Classic, (that is, Oracle Cloud Infrastructure Classic), configure these options:

    • Configure <BIClient_Home>\bi\bitools\bin\admintool.cmd with the instance name:

    • Configure Oracle Analytics Cloud host and port information in <BIClient_Home>\bi\config\fmwconfig\biconfig\OBIS\NQSConfig.INI:


Build and Upload an Oracle Planning and Budgeting Cloud Data Model

Build a data model for Oracle Planning and Budgeting Cloud, then upload it to Oracle Analytics Cloud Enterprise Edition.

  1. In your local environment, start Oracle Analytics Developer Client Tool, and create a repository.

  2. Import the Planning and Budgeting metadata:

    1. From the File menu, select Import Metadata to start the import wizard.

    2. In the Select Data Source page, select Hyperion ADM from the Connection Type list.

    3. In the Select Metadata Objects page, enter connection details.

      Option Description
      Connection Type Select Hyperion ADM.

      Provider Type

      Select Hyperion Planning.


      Specify the connection URL as:


      Note: Specify the URL-encoded value %3A instead of a colon (:) to separate the host and port number.

      For example:;locale=en_US;tenantName=mytenant12345;hubProtocol=https;

      User Name and Password

      Specify the name and password of a user with administration privileges.

      When the import is complete, review the metadata in the Physical Layer.

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      Description of the illustration planningbudgetingmetadata-gif.gif
    4. Make sure that you've selected the ANCESTOR_DIM_PROPERTY_SUPPORTED database feature.
  3. Complete your data model:

    1. Cut and paste tables in the Physical layer to the Business Model and Mapping layer and to the Presentation layer.

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      Description of the illustration planningbudgetingmetadata2-gif.gif
    2. Verify the data model and save it as an .rpd file.

  4. In the Physical layer, edit the Connection Pool for this data source, specify a URL using the URL that you used on the Select Metadata Objects page in step 1, and select Shared logon.

    Description of connectionpooldialog-gif.gif follows
    Description of the illustration connectionpooldialog-gif.gif
  5. Save the repository, and ignore the warning that the database features don't match the defaults.
  6. Upload the data model to Oracle Analytics Cloud. From the File menu, click Cloud, then click Upload, and enter connection information for your Oracle Analytics Cloud instance.

Users can analyze data and build dashboards using the new data model.