Getting Started with Oracle Hyperion Planning 11


Getting Started with Oracle Hyperion Planning 11
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  • Successfully implement Hyperion Planning—one of the leading planning and budgeting solutions—to manage and coordinate all your business needs with this book and eBook
  • Step-by-step instructions taking you from the very basics of installing Hyperion Planning to implementing it in an enterprise environment
  • Test and optimize Hyperion Planning to perfection with essential tips and tricks
  • Packed with complete illustrations, diagrams, and scenario-based examples

Book Details

Language : English
Paperback : 620 pages [ 235mm x 191mm ]
Release Date : September 2011
ISBN : 1849681384
ISBN 13 : 9781849681384
Author(s) : Enti Sandeep Reddy
Topics and Technologies : All Books, Enterprise Products and Platforms, Oracle Applications, Enterprise, Oracle

Table of Contents

Preface
Chapter 1: Getting Started with Oracle Hyperion Planning
Chapter 2: Installation and Configuration
Chapter 3: Introduction to Hyperion Planning Dimensions
Chapter 4: Creating an Oracle Hyperion Planning Application - the Classic Way
Chapter 5: Creating a Hyperion Planning Application (EPMA)
Chapter 6: Settings
Chapter 7: Loading Metadata
Chapter 8: Mastering Data Forms
Chapter 9: Data Entry
Chapter 10: Data Validation Rules
Chapter 11: Security
Chapter 12: Budget Process Management
Chapter 13: Mastering Budget Process Management
Chapter 14: Task Lists
Chapter 15: Business Rules
Chapter 16: Advanced Business Rules
Index
  • Chapter 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
        • Application Layer
        • Client Layer
        • Oracle Hyperion Planning Process Flow
      • Oracle Hyperion Planning Solution Architecture
        • ODI and FDQM
        • OBI (Oracle Business Intelligence) and Hyperion Reporting Products
      • Oracle EPM
    • Summary
    • Chapter 2: Installation and Configuration
      • Oracle EPM Architecture and deployment
      • Prerequisites
      • System requirement check
      • Preparing installation files
        • Software download
        • Oracle Hyperion Planning download files
        • Preparing installation media
      • Installation of Oracle Hyperion Planning
        • Welcome
        • Destination
        • Installation type
        • Product selection
        • 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
          • Configuring Hyperion Foundation
          • Configuring Essbase
          • 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
        • Chapter 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
          • Creating a Planning application
            • General information
            • Calendar
            • Currencies
            • Plan types
            • Finish
            • Sample Planning Application initialization
            • Registration of Planning Application
            • Database creation
          • Summary
          • Chapter 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
            • Deployment
              • Data source details
                • Database details
                • Essbase Server details
              • Summary
            • Summary
            • Chapter 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
                • Account Dimension member properties
                • Entity Dimension
                • Version Dimension
                • Scenario Dimension
                • Year and period Dimension
                  • Year Dimension
                  • Period Dimension
                • Currency Dimension
              • Performance Settings
                • Dense and Sparse
                • Dimension Order
              • Evaluation Order
              • Summary
              • Chapter 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
                  • Currency Dimension
                    • Currency Dimension flat file structure
                    • Flat file and metadata load
                  • Entity Dimension
                    • Entity Dimension structure
                  • Scenario and Version Dimension
                    • Scenario Dimension
                    • Version Dimension
                  • Custom dimension
                • Summary
                • Chapter 8: Mastering Data Forms
                  • Importance of Data Forms
                  • Data Forms
                    • Basic structure
                      • Data form structure
                    • Data form properties
                      • Properties
                      • Layout
                      • Other options
                      • Business Rules
                    • Data Form creation
                      • Considerations
                      • Relationships
                      • Sample data form creation
                      • Composite data form
                  • Summary
                  • Chapter 9: Data Entry
                    • Data entry
                      • Dimensions and data entry
                        • Scenario Dimension
                        • Version Dimension
                        • Entity and Currency Dimension
                    • Data spread
                      • Time balance
                        • Case 1
                        • Case 2
                      • Miscellaneous options
                        • Grid spread
                        • Mass allocate
                        • Annotations and cell level documents
                        • Supporting details
                    • Summary
                    • Chapter 10: Data Validation Rules
                      • Why validation rules
                      • Implementing validation rules
                        • Creation of Data Form
                      • Validation rule creation
                      • Validation rules and conditions
                        • If, Else, Else if
                        • Then
                        • Range and check range condition
                    • Policies and validation rules
                      • Policy 1
                      • Policy 2
                        • Data Form creation
                        • Validation rule
                    • Summary
                      • Chapter 11: Security
                        • Security
                        • Application creation
                          • Requirements
                          • Application creation
                        • 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
                            • Debugging the security errors
                          • Import access rights
                            • ImportSecurity syntax
                            • User import access
                        • Summary
                        • Chapter 12: Budget Process Management
                          • Budget Workflow Process
                          • Planning Unit hierarchy
                            • Planning Unit
                              • Secondary dimensions
                            • 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
                        • Summary
                          • Chapter 13: Mastering Budget Process Management
                            • Process management templates
                              • Free-form budgeting
                                • Actions and states
                                • Free-form Demonstration
                              • Bottom–up Budgeting
                                • Actions and states
                                • Bottom-up demonstration
                              • Distributed budgeting
                                • States and actions
                                • Distributed budgeting demonstration
                            • Summary
                            • Chapter 14: Task Lists
                              • Modes
                                • Basic Mode
                                • Advanced Mode
                              • Task Lists
                                • Introduction to Task Lists
                                • Requirement for Task Lists
                                • Creating a Task List
                                • Accessing Task Lists in Basic Mode
                                • Accessing Task Lists in Advanced Mode
                                • Task List Report
                              • Summary
                              • Chapter 15: Business Rules
                                • Introduction to Business Rules
                                • Calculations in a Planning Application
                                  • Using outline
                                  • Using member formulas
                                  • Using Business Rules
                                • Business Rules
                                  • Business Rule roles
                                  • Business rules components
                                    • Enterprise View
                                    • BR Language
                                    • BR outline
                                  • Creating a Business Rule
                                    • Steps to create Business Rule
                                  • Executing a Business Rule
                                    • Data Form and Business Rule
                                    • Business Rule execution
                                • Summary
                                • Chapter 16: Advanced Business Rules
                                  • Variables
                                  • Run time prompts
                                    • Requirements
                                    • Creating global variables
                                      • The Variable tab
                                      • Usages
                                      • Properties
                                      • Access privileges
                                    • Business Rules and local variables
                                    • Business Rule and Data Form
                                      • Runtime prompts
                                  • Summary
                                  • This is it!

                                  Enti Sandeep Reddy

                                  Enti Sandeep Reddy, Consultant, Oracle Enterprise Performance Management, is a recognized expert in the field of Oracle Enterprise Performance Management. He holds a bachelor's and a master's degree in Computer Science and is a certified Hyperion Consultant. He has supported and worked on some of the largest Oracle Hyperion Planning and Oracle Essbase implementations for several high-profile clients. He enjoys contributing to public forums and covering Oracle EPM through his site http://www.hyperionconsultancy.com. He can be reached at sandeepreddy.e@gmail.com.
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                                  Sample chapters

                                  You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

                                  Frequently bought together

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                                  What you will learn from this book

                                  • Install and Configure Oracle Hyperion Planning along with complementing Oracle EPM products
                                  • Understand Budget Process Management and learn how to create workflows
                                  • Master metadata management
                                  • Create data forms and data validation rules
                                  • Create business rules and task lists
                                  • Manage security in Oracle Hyperion Planning
                                  • Manage your users by mastering user provisioning and access rights

                                  In Detail

                                  Oracle Hyperion Planning is one of the many products in the Oracle Enterprise Performance Management software suite, an industry-leading Business Intelligence software package. The primary focus of the Hyperion Planning product is to provide a planning, budgeting, and forecasting solution that helps you manage and coordinate all your business planning and budgeting needs.

                                  This book is a practical guide to implementing a Hyperion Planning solution in your organization, which addresses all your planning, budgeting, and forecasting needs.

                                  You will begin with the installation of Hyperion Planning and then design Planning applications as per some example user requirements. You will then learn to create the planning objects. The book moves on to explaining important concepts within Hyperion Planning such as data forms, task lists, business rules, validation rules, and workflows, with the help of many real-world examples to maximize your learning. Towards the end of the book, you will cover user provisioning and access rights and budget process management.

                                  A practical guide to implementing Oracle Hyperion Planning for managing all your business planning and budgeting needs

                                  Approach

                                  This book follows a tutorial-based approach that will provide you with step-by-step instructions to configure and implement a robust planning, budgeting, and forecasting solution. Each chapter provides clear instructions and detailed screenshots, as you approach a new facet of the Hyperion Planning environment.

                                  Who this book is for

                                  If you want to successfully implement Oracle Hyperion Planning solutions, then this book is for you. Familiarity with Oracle Essbase and OLAP would be beneficial but is not essential.

                                  While the book is intended for beginners, even experienced Planning developers and users will benefit from this book.

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