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    Oracle Hyperion Planning 11.1.2.3: Create Manage Applications

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    spadky
    This document provides an overview of how to use Oracle Hyperion Planning 11.1.2.3 to create and manage planning applications. It discusses topics such as setting up key dimensions like entity, account, period and scenario dimensions; creating applications; loading and calculating data; managing security and user access; entering and submitting data; and managing the approval process using task lists. The document is a user guide for Oracle Hyperion Planning and contains steps and instructions for completing common administrative and planning tasks.

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    Oracle Hyperion Planning 11.1.2.3: Create Manage Applications

    Uploaded by

    spadky
    41 views4 pages
    This document provides an overview of how to use Oracle Hyperion Planning 11.1.2.3 to create and manage planning applications. It discusses topics such as setting up key dimensions like entity, account, period and scenario dimensions; creating applications; loading and calculating data; managing security and user access; entering and submitting data; and managing the approval process using task lists. The document is a user guide for Oracle Hyperion Planning and contains steps and instructions for completing common administrative and planning tasks.

    Original Description:

    Hyperion Planning

    Original Title

    Hyperion Planning (1)

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    This document provides an overview of how to use Oracle Hyperion Planning 11.1.2.3 to create and manage planning applications. It discusses topics such as setting up key dimensions like entity, account, period and scenario dimensions; creating applications; loading and calculating data; managing security and user access; entering and submitting data; and managing the approval process using task lists. The document is a user guide for Oracle Hyperion Planning and contains steps and instructions for completing common administrative and planning tasks.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    41 views4 pages

    Oracle Hyperion Planning 11.1.2.3: Create Manage Applications

    Uploaded by

    spadky
    This document provides an overview of how to use Oracle Hyperion Planning 11.1.2.3 to create and manage planning applications. It discusses topics such as setting up key dimensions like entity, account, period and scenario dimensions; creating applications; loading and calculating data; managing security and user access; entering and submitting data; and managing the approval process using task lists. The document is a user guide for Oracle Hyperion Planning and contains steps and instructions for completing common administrative and planning tasks.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

    BRILLIANT TECH

    Oracle Hyperion Planning 11.1.2.3: Create Manage


    Applications
    Creating Dimension Overview

    Planning Dimensions
    Required and User-Defined Dimensions
    Dense and Spares 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
    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
    BRILLIANT TECH
    #210, Annapurna Block, Aditya Enclave, Ameerpet, Hyderabad,TS, INDIA
    Ph : :040-65796789,8125196789

    BRILLIANT TECH

    Assigning Attributes 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 Components
    Selecting Dimensions
    Configuring Application Settings
    Adding Dimensions from Shared Library
    Activating Dimension Associations
    Adjusting Performance Settings

    Deploying Application
    Deploying 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

    BRILLIANT TECH
    #210, Annapurna Block, Aditya Enclave, Ameerpet, Hyderabad,TS, INDIA
    Ph : :040-65796789,8125196789

    BRILLIANT TECH

    #210, Annapurna Block , Aditya Enclave, Ameerpet,


    Hyderabad

    Loading Data and Calculating Data

    Phone :040-65796789,8125196789.

    Data Loads
    Data Calculations
    Loading Data Using Administration Services
    Creating Data Load Rules
    Staging Data with Interface Tables
    Loading Data Using ETL Tolls
    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
    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
    BRILLIANT TECH
    #210, Annapurna Block, Aditya Enclave, Ameerpet, Hyderabad, TS, INDIA
    Ph : :040-65796789,8125196789

    BRILLIANT TECH

    Entering Data Using Smart View

    Smart View Overview


    Working with Smart View
    Working with Ad Hoc Analysis
    Working Offline
    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
    CREATING TASK LISTS:
    Task List Overview
    Navigating Task Lists in Advance Mode
    Navigating Task Lists in Advanced Mode
    Task List Creation Process
    Printing Task List Reports

    BRILLIANT TECH
    #210, Annapurna Block, Aditya Enclave, Ameerpet, Hyderabad,TS, INDIA
    Ph : :040-65796789,8125196789

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