Hyperion Planning 11.1.2: Create & Manage Apps

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.

• Administrator

• Developer

• 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

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