Oracle Hyperion Planning Free Tutorial
Introduction to Oracle Hyperion Planning Hyperion Planning Is a budgeting and forecasting application that drives collaborative, event based planning process throughout the organization for a wide range of financial and operational needs.
Hyperion Planning Architecture
Hyperion Planning Version 4 is a 3-Tier architecture. The client tier consists of planning desktop version, planning web client version. The desktop client will be used by an administrator to set up a planning application and the request will be handled by a middle tier and creates the tables in RDBMS server. Now using the desktop client administrator will go a head and refresh the application, then application server will push all RDBMS table entries into Essbase server and generate an outline with “7� (seven) standard dimensions for multi currency application.
Planning Utility When you installed planning software then you will get some of the planning utilities along with the product and those are available in following path C:/Hyperion/Planning/bin We use the Cube refresh utility to refresh the cube from command line interface. Use the following syntax Cube refresh/A: application name /U: username [/P: password][/C|/R][/D][/F[S|V]] We use the Form default command to Export out the data forms from one server to local file system with .xml Extension and then import these form definitions into another planning server. We use this utility to migrate the forms from development to production server.
Business Rules in Hyperion Planning
Business rules are nothing but calculation scripts but are created graphically and can be accessed from planning web to execute. A user must have been provisioned with Business rule Administration role in shared services to create a Business role. Login to EAS Console as a Business role Administration. Expand the Business rules and then expand Repository view and then Right Click on Rules and Click on New Rule. Click on Dropdown list under associate outline on your RHS and the double Click on select Outline. There expand the planning available users, there expand the Host Name and there expand the required planning Application and then select planning Database.
Data Forms Call Text in Data Forms:This feature enables that the end users to store the comments at the cell level in Data forms. Open your Data forms then select any valid cell and then click on edit, then click on cell text, which will popup a small window with a text box on POV, write any comment in there and click on submit. Then there will be a small icon appeared in the corner of the cell; which indicates there is a cell text in the background of cell. Note:- The cell text and supporting details will be stored at RDBMS level. Supporting Details for a Data form Supporting Details enables the end user to enter all the supporting calculations before deriving the final budgeting figure. Supporting Details are useful to justify the budget members that we have entered in past.
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