Oracle Hyperion Planning 11.1.2: Create & Manage Applications

In this course, you learn how to manage metadata, create an application, add dimensions and members, import members, load data, set up security, create data forms, set up task lists, and create business rules. In addition, you learn how to design and manage the approval process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units. Exercises and a case study provide you with hands-on practice.

Learn To:

• Create Planning applications
• Manage Planning metadata
• Create dimensional structures
• Create Planning data forms and enter data
• Set up security for Planning users, groups, and dimensions
• Build planning unit hierarchies to support the budget approval process

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

Audience

• Administrator
• Developer

Course Topics Introduction to Planning

• Planning Overview
• Planning Architecture Overview
• Planning Business Process Overview
• Planning Business Scenario

Navigating Workspace

• Workspace Overview
• Launching Workspace
• Opening Applications
• Navigating in Planning

Dimensions Overview

• Plan Types
• Planning Dimensions
• Data Block Creation Process
• Aggregation, Storage, and Calculation Options

Creating and Managing Dimensions in Performance Management Architect

• Navigating Performance Management Architect
• Managing Dimensions
• Creating Members in Dimension Library
• Managing Members
• Creating Associations Between Dimensions
• Organizing Shared Library
• Working with Grid Editor

Importing Metadata

• Metadata Load Options
• Formatting Metadata Load Files
• Creating Import Profiles
• Staging Metadata with Interface Tables
• ERP Integrator Metadata Load Process
• Importing Metadata with Lifecycle Management

Creating Applications

• Methods for Creating Appliations
• Application Creation Process
• Application Criteria
• Creating Appliations with Application Creation Wizard
• Adding Dimensions from Shared Library

Setting Up Alias, Period, Year, Scenario, Version, and Currency Dimensions

• Creating Aliases
• Customizing Time Periods
• Creating Scenarios
• Defining Versions
• Adding Currencies

Setting Up Entity and Account Dimensions

• Entities Overview
• Adding and Modifying Entities
• Accounts Overview
• Account Types
• Saved Assumptions
• Data Types and Exchange Rates
• Creating Account Hierarchies
• Consolidation Order

Creating User-Defined Elements

• User-Defined Dimensions
• Adding Attributes
• Creating Member Formulas
• Adding User-Defined Attributes
• Working with Smart Lists

Deploying Applications

• Deployment Process
• Preparing Applications for Deployment
• Validating Applications
• Deploying Applications to a Planning Server
• Redeploying Applications
• Setting Planning Properties

Setting Up Exchange Rates

• Currencies and Exchange Rates
• Creating Exchange Rate Tables
• Generating Currency Conversion Calculation Scripts

Loading and Calculating Data

• Data Load Options
• Staging Data with Interface Tables
• ETL Data Load Tools
• Data Calculations

Provisioning Users and Groups for Planning

• Planning Security Overview
• User and Group Provisioning Overview
• Provisioning Users and Groups
• Generating Provisioning Reports

Setting Up Access Permissions to Planning Applications

• Assigning Access Permissions
• Importing Access Permissions
• Creating Security Filters

Creating Data Forms

• Data Forms Overview
• Creating Simple Data Forms
• Creating Composite Data Forms

Customizing Data Forms

• Data Form Customization
• Exporting and Importing Data Forms
• Creating Menus
• Creating Formula Rows and COlumns
• Building Validation Rules
• Setting Up Custom Messaging
• Specifying Advanced Settings
• Setting Up User Preferences

Entering Data in Planning

• Navigating Data Forms
• Submitting Data in Data Forms
• Spreading Data
• Adjusting Plan Data
• Adding Annotations to Plan Data
• Performing Ad Hoc Actions on Data Forms
• Calculating Data in Data Forms

Creating and Managing Business Rules

• Business Rules Overview
• Assigning Business Rule Security
• Launching Calculation Manager
• Setting Up Business Rules
• Validating and Deploying Business Rules
• Launching Business Rules
• Creating, Validating, and Deploying Rulesets
• Creating Business Rule Variables and Formulas

Setting Up the Approval Process

• Approval Process Overview
• Creating Planning Unit Hierarchies
• Setting the Potential Promotional Path
• Assigning Scenario and Version Combinations
• Synchronzing Planning Unit Hierarchies
• Exporting and Importing Planning Unit Hierarchies
• Viewing and Resolving Validation Errors

Managing the Approval Process

• Planning Unit Process States
• Reviewer Actions
• Impact of Entity Hierarchy on the Approval Process
• Managing the Review Cycle
• Copying Data Between Versions
• Copying Relational Data for Dimensional Intersections
• Clearing Cell Details

Creating Task Lists

• Task Lists Overview
• Navigating Task Lists in Basic Mode
• Navigating Task Lists in Advanced Mode
• Task List Creation Process
• Printing Task List Reports

Setting Up Classic Applications

• Classic Planning Application Set Up Process
• Building Dimension Hierarchies
• Setting Up Attributes
• Creating Alias Tables
• Smart List Creation Process
• Setting Up UDAs
• Loading Metadata and Data into Classic Applications
• Exporting and Importing Data Forms

Course Objectives

• Create EPMA Planning applications
• Load metadata and data
• Set up security for users, groups, and member access
• Create data forms and enter data
• Set up and test business rules
• Review and approve budget data during the approval process
• Configure classic Planning applications