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Getting Started with Oracle Hyperion Planning 11

Book Description

The perfect primer to Oracle Hyperion Planning, this step-by-step tutorial gives you the skills to manage all your business planning and budgeting. Real-world examples make it super-relevant to your own situation.

  • Successfully implement Hyperion Planning—one of the leading planning and budgeting solutions—to manage and coordinate all your business needs with this book and eBook

  • Step-by-step instructions taking you from the very basics of installing Hyperion Planning to implementing it in an enterprise environment

  • Test and optimize Hyperion Planning to perfection with essential tips and tricks

  • Packed with complete illustrations, diagrams, and scenario-based examples

  • In Detail

    Oracle Hyperion Planning is one of the many products in the Oracle Enterprise Performance Management software suite, an industry-leading Business Intelligence software package. The primary focus of the Hyperion Planning product is to provide a planning, budgeting, and forecasting solution that helps you manage and coordinate all your business planning and budgeting needs.

    This book is a practical guide to implementing a Hyperion Planning solution in your organization, which addresses all your planning, budgeting, and forecasting needs.

    You will begin with the installation of Hyperion Planning and then design Planning applications as per some example user requirements. You will then learn to create the planning objects. The book moves on to explaining important concepts within Hyperion Planning such as data forms, task lists, business rules, validation rules, and workflows, with the help of many real-world examples to maximize your learning. Towards the end of the book, you will cover user provisioning and access rights and budget process management.

    A practical guide to implementing Oracle Hyperion Planning for managing all your business planning and budgeting needs

    Table of Contents

    1. Getting Started with Oracle Hyperion Planning 11
      1. Getting Started with Oracle Hyperion Planning 11
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. www.PacktPub.com
            1. Support files, eBooks, discount offers and more
              1. Why Subscribe?
              2. Free Access for Packt account holders
              3. Instant Updates on New Packt Books
      6. Preface
        1. What this book covers
        2. Who this book is for
        3. Conventions
        4. Reader feedback
        5. Customer support
          1. Errata
          2. Piracy
          3. Questions
      7. 1. Getting Started with Oracle Hyperion Planning
        1. Planning, budgeting, and forecasting
          1. Planning
          2. Budgeting
          3. Forecasting
        2. Budgeting software and Oracle Hyperion Planning
        3. Oracle Hyperion Planning Architecture
          1. Oracle Hyperion Planning Product Architecture
            1. Database Layer
              1. RDBMS
              2. Oracle Essbase
            2. Application Layer
              1. Oracle Hyperion Shared Services
              2. Java Application Server and Web Server
              3. EPM Architect Dimension Server
            3. Client Layer
              1. Oracle EPM Workspace
              2. Smart View
            4. Oracle Hyperion Planning Process Flow
          2. Oracle Hyperion Planning Solution Architecture
            1. ODI and FDQM
            2. OBI (Oracle Business Intelligence) and Hyperion Reporting Products
          3. Oracle EPM
        4. Summary
      8. 2. Installation and Configuration
        1. Oracle EPM Architecture and deployment
        2. Prerequisites
        3. System requirement check
        4. Preparing installation files
          1. Software download
          2. Oracle Hyperion Planning download files
              1. Oracle Software download center
              2. Oracle E-Delivery
          3. Preparing installation media
        5. Installation of Oracle Hyperion Planning
          1. Welcome
          2. Destination
          3. Installation type
          4. Product selection
              1. By tier
              2. By components/products
          5. Confirmation
          6. Progress
          7. Summary
          8. Installation on multi-machine deployment
        6. Configuration
          1. Database preparation
            1. Oracle schemas creation
          2. Configuring Oracle EPM in single machine
          3. Configuring Oracle EPM products
            1. Sequence of configuration
              1. How do we start configuration?
              2. Common tasks of Oracle EPM product configuration
            2. Configuring Hyperion Foundation
            3. Configuring Essbase
              1. Essbase Configuration
              2. Essbase Administration Services Configuration
            4. Configuring Hyperion Planning
            5. Configuring Reporting and Analysis
            6. Configuring Oracle EPM Workspace
          4. Configuring Oracle EPM Products in distributed environment
        7. Oracle EPM Services
          1. Starting Oracle EPM Services
          2. Recommended order of starting services
        8. Validation and verification of Oracle EPM Products
          1. Validation of Oracle EPM Products
          2. Verification of Oracle EPM Products
        9. Summary
      9. 3. Introduction to Hyperion Planning Dimensions
        1. Hyperion Planning Dimensions
          1. Account Dimension
          2. Scenario Dimension
          3. Version Dimension
          4. Entity Dimension
          5. HSP_RATES Dimension
          6. Currency Dimension
        2. Dense and Sparse
        3. Summary
      10. 4. Creating an Oracle Hyperion Planning Application - the Classic Way
        1. Planning Application creation process
        2. Prerequisites
          1. Creation of Oracle schema
          2. Hyperion planning-related services
          3. Security
          4. Application group creation
        3. Data source creation
              1. Step 1: Logging in to Classic Application Wizard
              2. Step 2: Manage data source
              3. Step 3: Create the data source
              4. Step 4: Relational database information
              5. Step 5: Essbase information
        4. Creating a Planning application
          1. General information
          2. Calendar
          3. Currencies
          4. Plan types
          5. Finish
          6. Sample Planning Application initialization
              1. Step 1
                1. Using Planning URL
                2. Using Oracle EPM Workspace URL
              2. Step 2
          7. Registration of Planning Application
          8. Database creation
        5. Summary
      11. 5. Creating a Hyperion Planning Application (EPMA)
        1. Why EPMA
        2. EPMA modules
          1. Dimension Library
          2. Application Library
          3. Calculation manager
          4. Data synchronization
          5. Application upgrade
          6. Library job console
        3. Planning Application creation process
        4. Prerequisites
        5. Application creation
          1. Import profile
            1. Steps to create and import a profile file
            2. Application creation
              1. Application type:
              2. Dimension Selection
              3. Application Settings
        6. Deployment
          1. Data source details
            1. Database details
            2. Essbase Server details
          2. Summary
        7. Summary
      12. 6. Settings
        1. Dimension settings
          1. Dimensions
            1. List of dimensions
            2. Adding a dimension
            3. Sorting the dimensions
            4. Searching for a member in the dimension
        2. Account Dimension
          1. Hierarchies
            1. Statistics
            2. Income statement
            3. Balance sheet
            4. Cash flow
          2. Dimension page options
          3. Account types
            1. Expense and revenue
            2. Assets, liabilities, and equity
            3. Saved assumption
          4. Basics
            1. Aggregation
            2. Storage
              1. DynamicCalcAndStore
              2. Dynamic Calc
              3. ShareData
              4. NeverShare
              5. LabelOnly
          5. Account Dimension member properties
          6. Entity Dimension
          7. Version Dimension
          8. Scenario Dimension
          9. Year and period Dimension
            1. Year Dimension
            2. Period Dimension
              1. Add Summary Time Period
              2. DTS
          10. Currency Dimension
        3. Performance Settings
          1. Dense and Sparse
          2. Dimension Order
        4. Evaluation Order
        5. Summary
      13. 7. Loading Metadata
        1. What is metadata?
        2. Create Planning Application
          1. Requirement of Planning
          2. Planning Application creation
        3. Metadata load
          1. Outline load utility
            1. Location of the utility
            2. Syntax and parameters
          2. Flat file
        4. Dimension load
          1. Account Dimension
            1. Account Dimension structure
            2. Account flat file creation
              1. Flat file creation
              2. Run the Machine/Utility
          2. Currency Dimension
            1. Currency Dimension flat file structure
            2. Flat file and metadata load
          3. Entity Dimension
            1. Entity Dimension structure
          4. Scenario and Version Dimension
            1. Scenario Dimension
              1. Scenario basic structure
            2. Version Dimension
              1. Version basic structure
          5. Custom Dimension
        5. Summary
      14. 8. Mastering Data Forms
        1. Importance of Data Forms
        2. Data Forms
          1. Basic structure
            1. Data form structure
          2. Data form properties
            1. Properties
            2. Layout
            3. Other options
              1. Smart View Options
              2. Display Properties
              3. Printing Options
            4. Business Rules
          3. Data Form creation
            1. Considerations
            2. Relationships
            3. Sample data form creation
            4. Composite data form
        3. Summary
      15. 9. Data Entry
        1. Data entry
          1. Dimensions and data entry
            1. Scenario Dimension
            2. Version Dimension
              1. Case 1
              2. Case 2
              3. Case 3
            3. Entity and Currency Dimension
              1. Triangulation
              2. Exchange Rate Table
                1. Creation of Exchange Rate table
                2. Association of Scenario dimension member
              3. Currency conversion calculation
                1. Business rules association with data form
              4. Data entry
        2. Data spread
          1. Time balance
            1. Case 1
            2. Case 2
          2. Miscellaneous options
            1. Grid spread
            2. Mass allocate
            3. Annotations and cell level documents
              1. Account annotation
              2. Cell level documents
            4. Supporting details
              1. Another example of supporting details
        3. Summary
      16. 10. Data Validation Rules
        1. Why validation rules
        2. Implementing validation rules
            1. Creation of Data Form
          1. Validation rule creation
              1. Validate rule testing
          2. Validation rules and conditions
            1. If, Else, Else if
              1. Current Cell Value
              2. Cell Value
                1. Case 1
                2. Case 2
                3. Case 3
              3. Column value
                1. Case 1
                2. Case 2
              4. Member name
              5. Member
            2. Then
            3. Range and check range condition
        3. Policies and validation rules
          1. Policy 1
          2. Policy 2
            1. Data Form creation
            2. Validation rule
        4. Summary
      17. 11. Security
        1. Security
        2. Application creation
          1. Requirements
          2. Application creation
              1. Metadata load
        3. User authentication
          1. User creation
            1. User creation
            2. User provisioning
        4. Users and tasks
          1. Planning roles
        5. Data security
          1. Access rights assignment
            1. Types of access
            2. Relation / inheritance
        6. Object security
          1. Data Form creation
          2. Data Form security access
            1. Data Form access
            2. User access to members
        7. Import security
          1. SecFile
            1. SecFile.txt creation
              1. SecFile Structure
            2. Debugging the security errors
          2. Import access rights
            1. ImportSecurity syntax
            2. User import access
              1. US_owner
              2. East_owner
        8. Summary
      18. 12. Budget Process Management
        1. Budget Workflow Process
        2. Planning Unit hierarchy
          1. Planning Unit
            1. Secondary dimensions
              1. Case 1
              2. Case 2
          2. Process Management Template
            1. Bottom-up budgeting
            2. Distributed budgeting
            3. Free-form budgeting
        3. The Workflow process
            1. Requirements
          1. Creation of a Planning Unit Hierarchy
            1. Prerequisites
            2. Process Management Dimension
            3. Primary and Subhierarchy Selection
            4. Assign Owners
            5. Synchronize
          2. Scenario and Version Assignment
          3. File Based Import/Export
            1. File Based Import/Export
              1. Flat file creation
        4. Summary
      19. 13. Mastering Budget Process Management
        1. Process management templates
          1. Free-form budgeting
            1. Actions and states
              1. Not Started
                1. Action
              2. First Pass
                1. Action
              3. Under Review
                1. Action
              4. Not Signed Off
                1. Action
              5. Signed Off
                1. Action
              6. Approved
                1. Action
            2. Free-form Demonstration
              1. Prerequisites
              2. Starting Planning Unit
              3. Requirement
              4. Demonstrating free-form approval template
                1. Step 1
                2. Step 2
                3. Step 3
                4. Step 4
                5. Step 5
                6. Step 6
          2. Bottom up Budgeting
            1. Actions and states
            2. Bottom-up demonstration
              1. Prerequisites
              2. Requirement
              3. Demonstrating the bottom-up approval template
                1. Step 1
                2. Step 2
                3. Step 3
                4. Step 4
                5. Step 5
                6. Step 6
                7. Step 7
                8. Step 8
                9. Step 9
                10. Step 10
                11. Step 11
          3. Distributed budgeting
            1. States and actions
              1. Distributed
                1. Action
            2. Distributed budgeting demonstration
        2. Summary
      20. 14. Task Lists
        1. Modes
          1. Basic Mode
          2. Advanced Mode
        2. Task Lists
          1. Introduction to Task Lists
          2. Requirement for Task Lists
              1. Prerequisites
              2. Security Prerequisite
          3. Creating a Task List
                1. Due Dates and Alerts
                2. Due Date
                3. Alert Date
                4. Dependency
                5. Security access for Task Lists
          4. Accessing Task Lists in Basic Mode
          5. Accessing Task Lists in Advanced Mode
          6. Task List Report
        3. Summary
      21. 15. Business Rules
        1. Introduction to Business Rules
        2. Calculations in a Planning Application
          1. Using outline
          2. Using member formulas
          3. Using Business Rules
        3. Business Rules
          1. Business Rule roles
          2. Business Rules components
            1. Enterprise View
            2. BR Language
              1. Actions
                1. Aggregate Data
                2. Copy Data
                3. Clear Data
                4. Create Blocks
              2. Formula
                1. Pro-Rata
                2. Unit Rate
            3. BR outline
          3. Creating a Business Rule
              1. Requirement
              2. Prerequisites
            1. Steps to create Business Rule
              1. Graphical/Source
                1. Formula
              2. Formula Range
              3. Data condition
              4. Usages
              5. Doc
              6. Properties
              7. Location
              8. Access Privileges
              9. Save
              10. Validate
          4. Executing a Business Rule
            1. Data Form and Business Rule
            2. Business Rule execution
        4. Summary
      22. 16. Advanced Business Rules
        1. Variables
        2. Run time prompts
          1. Requirements
              1. Prerequisites
          2. Creating global variables
            1. The Variable tab
            2. Usages
            3. Properties
            4. Access privileges
          3. Business Rules and local variables
          4. Business Rule and Data Form
            1. Runtime prompts
        3. Summary
        4. This is it!