Oracle Hyperion Planning 11.1.1: Create & Manage Applications

This course is designed to teach you how to create and administer applications using the Planning software. You learn how to create applications, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, set up calculations, and move a plan through the planning cycle. Exercises and a case study provide hands-on practice.

Learn To:

• Create Planning applications
• Set up security for users, groups, and members
• Create data forms and enter data
• Set up business rules
• Manage the planning process
• Import data and metadata

Benefits to You

Optimize your organization’s resources by linking strategic, financial, and operational business plans. Align your organization using your new skills to efficiently plan, budget and forecast with Oracle Hyperion Planning.

For students new to Oracle Hyperion Planning, it is suggested that you view the Planning Overview Tutorial before attending class. Planning Overview Tutorial
Audience

• Administrator
• Forms Developer
• Functional Implementer

Course Topics Planning Overview and Navigating Workspace

• Oracle's Enterprise Performance Management System
• Planning Architecture
• Planning and Essbase
• Launching Workspace
• Workspace User Interface
• Workspace Navigate Menu
• Opening Applications
• Navigating in Planning

Creating Dimensions Overview

• Planning Dimensions
• Required and User-Defined Dimensions
• Dense and Sparse Dimensions
• Creating Data Blocks
• Selecting Aggregation, Data Storage and Calculation Options

Managing Dimensions with Performance Management Architect

• Creating Applications Using Performance Management Architect
• Adding Dimensions to Shared Library
• Working with Shared and Local Dimensions
• Creating and Managing Members
• Creating Associations Between Dimensions
• Working with Grid Editor
• Adding Currencies and Aliases
• Automating Performance Management Architect Tasks

Setting Up the Period, Scenario, and Version Dimension

• Creating Time Periods
• Period and Year Dimensions
• Dynamic Time Series Members
• Creating Scenarios
• Creating Versions

Setting Up the Entity Dimension

• Entity Members and Plan Types
• Currency Value for Entities
• Adding and Modifying Entities
• Saving Dimensions
• Deleting Entities

Setting up the Account Dimension

• Account Types
• Creating Account Hierarchies

Creating User-Defined Elements

• User-Defined Dimensions
• Creating Attributes
• Assigning Attribute Values
• Member Formula Overview
• Creating Smart Lists

Loading Metadata from a File

• Metadata Load Files Overview
• Formatting Load Files
• Loading Metadata Process
• Best Practices
• Loading Metadata from Interface Tables

Creating Applications

• Application Creation Process
• Plan for Application Setup
• Setting Up Application Components
• Selecting Dimensions
• Configuring Application Settings
• Adding Dimensions from Shared Library
• Activating Dimension Associations
• Adjusting Performance Settings

Deploying Applications

• Deployment Process
• Validating Applications
• Comparing Applications
• Deploying Applications
• Redeploying Applications

Setting Up Exchange Rates

• Currencies and Exchange Rates
• Exchange Rates Tables Overview
• Creating Exchange Rate Tables
• Exchange Rates and the HSP_Rates Dimension
• Generating Currency Conversion Calculation Scripts

Loading Data and Calculating Data

• Data Loads
• Data Calculations
• Loading Data Using Administration Services
• Creating Data Load Rules
• Staging Data with Interface Tables
• Loading Data Using ETL Tools

Provisioning Users and Groups and Setting up Access Rights

• Planning Security Overview
• User and Group Provisioning Overview
• Provisioning Users and Groups
• User Roles
• Generating Provisioning Reports
• Assigning Access Rights
• Importing Access Rights
• Creating Security Filters

Creating Data Forms and Folders

• Data Forms and Folders Overview
• Data Forms and Folders Overview
• Setting Up Data Forms
• Creating Composite Data Forms
• Printing Data Form Definition Reports
• Assigning Access Rights to Data Forms
• Assigning Data Form Folder Security

Customizing Data Forms

• Exporting and Importing Data Forms
• Menus
• Setting up Custom Messaging
• Specifying Advanced Settings
• Managing User Variables
• Setting Up User Preferences

Entering Data

• Submitting Data in Data Forms
• Launching Dimension Editor from Data Forms
• Spreading Data
• Adjusting and Annotating Data
• Calculating Data in Data Forms
• Entering Data with Smart Lists
• Navigating Data Forms with Menus

Entering Data Using Smart View

• Smart View Overview
• Working with Smart View
• Working with Ad Hoc Analysis
• Working Offline

Creating Business Rules

• Business Rules and Calculation Manager Overview
• Business Rules Creation Process
• Assigning Calculation Manager Security
• Determining Calculation Requirements
• Launching Calculation Manager
• Setting Up Business Rules
• Validating and Deploying Rules
• Assigning Launch Access and Launching Business Rules

Managing Business Rules and Adding Variables and Formulas

• Templates Overview
• Creating Custom-Defined Templates
• Creating Business Rules with Templates
• Creating Rulesets
• Validating and Deploying Business Rulesets
• Creating Variables
• Setting Up Runtime Prompt Variables
• Creating Formula Components

Managing the Approval Process and Creating Task Lists

• Managing the Review Cycle for Planning Units
• Copying Data Between Versions
• Clearing Cell Details
• Copying Data
• Navigating Task Lists
• Building Task Lists
• Assigning Access to Task Lists
• Validating Task Lists and Reporting on Task Lists

Managing Application Lifecycles

• Lifecycle Management Overview
• Artifacts
• Viewing and Searching for Artifacts
• Viewing LCM Reports

Building and Setting Up Classic Applications

• Classic Application Creation Process
• Configuring Data Sources in Classic Application Wizard
• Working with Classic Application Wizard
• Building Member Hierarchies
• Modifying Member Properties
• Creating Alias Tables and Smart Lists, and Setting Up Member Formulas and UDAs
• Loading Metadata, and Data into Classic Applications and Importing Data Forms
• Creating Business Rules for Classic Applications

Course Objectives

• Set up security for users, groups, and members
• Create data forms and enter data
• Set up and test business rules
• Review budget data by using process management
• Migrate application artifacts
• Create Planning applications
• Load data into Planning applications