Application Definition

In the application template workbook, the Definition worksheet defines your application and cubes. Using the application definition worksheet provided in the template zip file as your starting point, you can edit the worksheet provided to suit your requirements. You can also use the Sample application template file as your guideline for a standard application or adapt it to create a Planning Modules or FreeForm application.

Follow this workflow for setting up a data worksheet in your application template workbook:

1. Define the Worksheet Name

2. Define the Worksheet Type

3. Define Application Properties

4. Define Cubes

Define the Worksheet Name

The worksheet name is in the Excel worksheet tab. The first tab is in the workbook is for the application definition worksheet. Ensure that the application definition worksheet is named, Definition. For example:

Define the Worksheet Type

In cell A1 in the application worksheet, type Application Definition for the worksheet type. In Figure E-1, cell A1 contains the worksheet type, Application Definition.

Figure E-1 Worksheet Type and Application Properties Shown in Application Definition Worksheet

Define Application Properties

Application properties are the basic information needed to create an application. In general, only the Application Name, Application Description, and Application Type are required properties. For all other properties, if not specified, the default values will be provided during application creation.

Note:

You can create the FreeForm app with only the application properties and no dimensions, attribute dimensions, security (access permissions), or substitution variables in the workbook.

Table E-1 shows the supported properties, their default values, and valid values.

Table E-1 Application Properties

Property	Required	Value Type	Default Value	Valid Values	Comments
Application Name	Yes	Text			Name of Planning application
Description	Yes	Text			Application description
Application Type	Yes	Text	Standard	Standard: An advanced application with two cubes and the option to add more later Enterprise: Also referred to as EPBCS Advanced FreeForm: A FreeForm application	Similar to choices on web interface
Planning Frequency	No	Text	Monthly	Monthly Weekly Quarterly Custom
Weekly Distribution	No	Text	445	Even 445 454 544	Applicable for Monthly Planning frequency
Periods Per Year	No	Numeric	13		Only for Custom Planning Frequency
Prefix	No	Text	TP		Only for Custom Planning Frequency
Start Year	No	Numeric	2010		Year in 4 digits
End Year	No	Numeric	2019		Year in 4 digits Calculated as (Start Year + Number of Years + 1)
First Month of Fiscal Year	No	Text	January	Jan through Dec	Only for Monthly Planning Frequency
First Fiscal Year Start Date	No	Date			Only for Quarterly or Custom Planning frequency
Rolling Forecast	No	Boolean	Yes	True | False Yes | No	Only for Monthly Calendar
Rolling Forecast Period Duration	No	Numeric	6	1 to 36	Only when Rolling Forecast is True
Main Currency	No	Text	USD	Any supported currency code
Multi Currency	No	Boolean	Yes	True | False Yes | No
Multi Currency Type	No	Text	Standard	Standard Simplified	Standard: May choose between Standard and Simplified. Default is Simplified Enterprise: Default type is Simplified
Sandboxes Also referred to as Sandbox Enabled	No	Boolean	Yes	True | False Yes | No
Task Flow Type	No	Text	EPM Task Manager	EPM Task Manager Task List	Defaults to EPM Task Manager if entry is missing or typed incorrectly. Note: This option does no apply to FreeForm applications.

Define Cubes

In the application worksheet, the same sheet where you define the application properties, list all cubes.

To define cubes in the application worksheet, add a line with the label, Cubes after the application definition section. For example, in Table E-2, a line with the word Cubes is added to line 18 of the worksheet.

In the next row, add the Name label to column A, and the Type label to column B.

Figure E-2 Cube Definition Section of Application Definition Worksheet

Table E-2 shows the properties related to cube definition. Only the cube name is required. For the Type column, use BSO or ASO. Note that if the type is left blank, BSO is used by default.

All application types, Planning, Planning Modules, and FreeForm, support multiple cubes and any combination of BSO and ASO cubes.

Table E-2 Cube Properties

Header Name	Required	Comments
Name	Yes	Name of the cube
Type	BSO ASO	BSO is the default. If cell is left blank, BSO is used