Getting Started with Oracle Hyperion Planning 11 -- Table of Contents -- Getting Started with Oracle Hyperion Planning 11 -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Getting Started with Oracle Hyperion Planning -- Planning, budgeting, and forecasting -- Planning -- Budgeting -- Forecasting -- Budgeting software and Oracle Hyperion Planning -- Oracle Hyperion Planning Architecture -- Oracle Hyperion Planning Product Architecture -- Database Layer -- RDBMS -- Oracle Essbase -- Application Layer -- Oracle Hyperion Shared Services -- Java Application Server and Web Server -- EPM Architect Dimension Server -- Client Layer -- Oracle EPM Workspace -- Smart View -- Oracle Hyperion Planning Process Flow -- Oracle Hyperion Planning Solution Architecture -- ODI and FDQM -- OBI (Oracle Business Intelligence) and Hyperion Reporting Products -- Oracle EPM -- Summary -- 2. Installation and Configuration -- Oracle EPM Architecture and deployment -- Prerequisites -- System requirement check -- Preparing installation files -- Software download -- Oracle Hyperion Planning download files -- Oracle Software download center -- Oracle E-Delivery -- Preparing installation media -- Installation of Oracle Hyperion Planning -- Welcome -- Destination -- Installation type -- Product selection -- By tier -- By components/products -- Confirmation -- Progress -- Summary -- Installation on multi-machine deployment -- Configuration -- Database preparation -- Oracle schemas creation -- Configuring Oracle EPM in single machine.

Configuring Oracle EPM products -- Sequence of configuration -- How do we start configuration? -- Common tasks of Oracle EPM product configuration -- Configuring Hyperion Foundation -- Configuring Essbase -- Essbase Configuration -- Essbase Administration Services Configuration -- Configuring Hyperion Planning -- Configuring Reporting and Analysis -- Configuring Oracle EPM Workspace -- Configuring Oracle EPM Products in distributed environment -- Oracle EPM Services -- Starting Oracle EPM Services -- Recommended order of starting services -- Validation and verification of Oracle EPM Products -- Validation of Oracle EPM Products -- Verification of Oracle EPM Products -- Summary -- 3. Introduction to Hyperion Planning Dimensions -- Hyperion Planning Dimensions -- Account Dimension -- Scenario Dimension -- Version Dimension -- Entity Dimension -- HSP_RATES Dimension -- Currency Dimension -- Dense and Sparse -- Summary -- 4. Creating an Oracle Hyperion Planning Application - the Classic Way -- Planning Application creation process -- Prerequisites -- Creation of Oracle schema -- Hyperion planning-related services -- Security -- Application group creation -- Data source creation -- Step 1: Logging in to Classic Application Wizard -- Step 2: Manage data source -- Step 3: Create the data source -- Step 4: Relational database information -- Step 5: Essbase information -- Creating a Planning application -- General information -- Calendar -- Currencies -- Plan types -- Finish -- Sample Planning Application initialization -- Step 1 -- Using Planning URL -- Using Oracle EPM Workspace URL -- Step 2 -- Registration of Planning Application -- Database creation -- Summary -- 5. Creating a Hyperion Planning Application (EPMA) -- Why EPMA -- EPMA modules -- Dimension Library -- Application Library -- Calculation manager -- Data synchronization -- Application upgrade.

Library job console -- Planning Application creation process -- Prerequisites -- Application creation -- Import profile -- Steps to create and import a profile file -- Application creation -- Application type: -- Dimension Selection -- Application Settings -- Deployment -- Data source details -- Database details -- Essbase Server details -- Summary -- Summary -- 6. Settings -- Dimension settings -- Dimensions -- List of dimensions -- Adding a dimension -- Sorting the dimensions -- Searching for a member in the dimension -- Account Dimension -- Hierarchies -- Statistics -- Income statement -- Balance sheet -- Cash flow -- Dimension page options -- Account types -- Expense and revenue -- Assets, liabilities, and equity -- Saved assumption -- Basics -- Aggregation -- Storage -- DynamicCalcAndStore -- Dynamic Calc -- ShareData -- NeverShare -- LabelOnly -- Account Dimension member properties -- Entity Dimension -- Version Dimension -- Scenario Dimension -- Year and period Dimension -- Year Dimension -- Period Dimension -- Add Summary Time Period -- DTS -- Currency Dimension -- Performance Settings -- Dense and Sparse -- Dimension Order -- Evaluation Order -- Summary -- 7. Loading Metadata -- What is metadata? -- Create Planning Application -- Requirement of Planning -- Planning Application creation -- Metadata load -- Outline load utility -- Location of the utility -- Syntax and parameters -- Flat file -- Dimension load -- Account Dimension -- Account Dimension structure -- Account flat file creation -- Flat file creation -- Run the Machine/Utility -- Currency Dimension -- Currency Dimension flat file structure -- Flat file and metadata load -- Entity Dimension -- Entity Dimension structure -- Scenario and Version Dimension -- Scenario Dimension -- Scenario basic structure -- Version Dimension -- Version basic structure -- Custom Dimension -- Summary.

8. Mastering Data Forms -- Importance of Data Forms -- Data Forms -- Basic structure -- Data form structure -- Data form properties -- Properties -- Layout -- Other options -- Smart View Options -- Display Properties -- Printing Options -- Business Rules -- Data Form creation -- Considerations -- Relationships -- Sample data form creation -- Composite data form -- Summary -- 9. Data Entry -- Data entry -- Dimensions and data entry -- Scenario Dimension -- Version Dimension -- Case 1 -- Case 2 -- Case 3 -- Entity and Currency Dimension -- Triangulation -- Exchange Rate Table -- Creation of Exchange Rate table -- Association of Scenario dimension member -- Currency conversion calculation -- Business rules association with data form -- Data entry -- Data spread -- Time balance -- Case 1 -- Case 2 -- Miscellaneous options -- Grid spread -- Mass allocate -- Annotations and cell level documents -- Account annotation -- Cell level documents -- Supporting details -- Another example of supporting details -- Summary -- 10. Data Validation Rules -- Why validation rules -- Implementing validation rules -- Creation of Data Form -- Validation rule creation -- Validate rule testing -- Validation rules and conditions -- If, Else, Else if -- Current Cell Value -- Cell Value -- Case 1 -- Case 2 -- Case 3 -- Column value -- Case 1 -- Case 2 -- Member name -- Member -- Then -- Range and check range condition -- Policies and validation rules -- Policy 1 -- Policy 2 -- Data Form creation -- Validation rule -- Summary -- 11. Security -- Security -- Application creation -- Requirements -- Application creation -- Metadata load -- User authentication -- User creation -- User creation -- User provisioning -- Users and tasks -- Planning roles -- Data security -- Access rights assignment -- Types of access -- Relation / inheritance -- Object security -- Data Form creation.

Data Form security access -- Data Form access -- User access to members -- Import security -- SecFile -- SecFile.txt creation -- SecFile Structure -- Debugging the security errors -- Import access rights -- ImportSecurity syntax -- User import access -- US_owner -- East_owner -- Summary -- 12. Budget Process Management -- Budget Workflow Process -- Planning Unit hierarchy -- Planning Unit -- Secondary dimensions -- Case 1 -- Case 2 -- Process Management Template -- Bottom-up budgeting -- Distributed budgeting -- Free-form budgeting -- The Workflow process -- Requirements -- Creation of a Planning Unit Hierarchy -- Prerequisites -- Process Management Dimension -- Primary and Subhierarchy Selection -- Assign Owners -- Synchronize -- Scenario and Version Assignment -- File Based Import/Export -- File Based Import/Export -- Flat file creation -- Summary -- 13. Mastering Budget Process Management -- Process management templates -- Free-form budgeting -- Actions and states -- Not Started -- Action -- First Pass -- Action -- Under Review -- Action -- Not Signed Off -- Action -- Signed Off -- Action -- Approved -- Action -- Free-form Demonstration -- Prerequisites -- Starting Planning Unit -- Requirement -- Demonstrating free-form approval template -- Step 1 -- Step 2 -- Step 3 -- Step 4 -- Step 5 -- Step 6 -- Bottom-up Budgeting -- Actions and states -- Bottom-up demonstration -- Prerequisites -- Requirement -- Demonstrating the bottom-up approval template -- Step 1 -- Step 2 -- Step 3 -- Step 4 -- Step 5 -- Step 6 -- Step 7 -- Step 8 -- Step 9 -- Step 10 -- Step 11 -- Distributed budgeting -- States and actions -- Distributed -- Action -- Distributed budgeting demonstration -- Summary -- 14. Task Lists -- Modes -- Basic Mode -- Advanced Mode -- Task Lists -- Introduction to Task Lists -- Requirement for Task Lists -- Prerequisites -- Security Prerequisite.

Creating a Task List.