Working with Planning and FreeForm Applications

28 Working with Planning and FreeForm Applications

You register and modify Planning, Planning Modules, and FreeForm applications using a wizard that prompts you for information, such as the external application type, connection URL, and dimensions.

Planning provides a flexible planning application that supports enterprise-wide planning, budgeting, and forecasting in a cloud-based deployment model.
Planning Modules provides pre-built business applications that support enterprise-wide planning, budgeting, and forecasting which includes planning and budgeting solutions for Financials, Workforce, Capital, Projects, and Strategic Modeling in a cloud-based deployment model.
Except where noted, when the topics in this chapter refer to Planning applications, they refer to Planning Modules applications as well.
FreeForm provides a customizable application with full dimension and cube flexibility for multi-dimensional analysis, reporting, and planning in a managed cloud-based deployment model.

Managing data for Planning and FreeForm applications in Oracle Enterprise Data Management Cloud involves:

Diagram of the application, default view, dimensions and data chain.

When you create a Planning or FreeForm application, the following objects get created:

An application is created with settings, such as alias tables, multi-currency codes, and optional connection settings.
One default view is created for each application.
One dimension is created for each registered dimension.
For each dimension, these objects are created and bound to the dimension:
- One node type with all of the application specific properties.
- One hierarchy set using the node type for both parent and child.
- One node set that points to the hierarchy set.
- One viewpoint that points to the node set.
Note:
Binding rules ensure that the registered dimension conforms to the external application dimension requirements, see Understanding Binding Rules.

In addition to registering dimensions, you can also register attributes. See Understanding Attributes.

After you register an application, you can import data into the dimensions to populate the nodes, properties and hierarchy sets. Optionally, you can modify the registration. When you are done working, you can export the dimension back to the external application.

Planning Modules Predefined Members

Planning Modules predefined members must be imported from the external application. They can be moved and reordered and you can add a child under or a top node above them, but they cannot otherwise be edited in Oracle Enterprise Data Management Cloud.

Any changes to the predefined members must be performed in the external application. After the changes are made, you must perform a merge import (see Working with Merge Imports) to update the predefined members in Oracle Enterprise Data Management Cloud.