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Getting Started with Oracle Hyperion Planning 11

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Enti Sandeep Reddy

The perfect primer to Oracle Hyperion Planning, this step-by-step tutorial gives you the skills to manage all your business planning and budgeting. Real-world examples make it super-relevant to your own situation.
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Book Details

ISBN 139781849681384
Paperback620 pages

About This Book

  • 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

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.

Table of Contents

Chapter 1: Getting Started with Oracle Hyperion Planning
Planning, budgeting, and forecasting
Budgeting software and Oracle Hyperion Planning
Oracle Hyperion Planning Architecture
Summary
Chapter 2: Installation and Configuration
Oracle EPM Architecture and deployment
Prerequisites
System requirement check
Preparing installation files
Installation of Oracle Hyperion Planning
Configuration
Oracle EPM Services
Validation and verification of Oracle EPM Products
Summary
Chapter 3: Introduction to Hyperion Planning Dimensions
Hyperion Planning Dimensions
Dense and Sparse
Summary
Chapter 4: Creating an Oracle Hyperion Planning Application - the Classic Way
Planning Application creation process
Prerequisites
Data source creation
Creating a Planning application
Summary
Chapter 5: Creating a Hyperion Planning Application (EPMA)
Why EPMA
EPMA modules
Planning Application creation process
Prerequisites
Application creation
Deployment
Summary
Chapter 6: Settings
Dimension settings
Account Dimension
Performance Settings
Evaluation Order
Summary
Chapter 7: Loading Metadata
What is metadata?
Create Planning Application
Metadata load
Dimension load
Summary
Chapter 8: Mastering Data Forms
Importance of Data Forms
Data Forms
Summary
Chapter 9: Data Entry
Data entry
Data spread
Summary
Chapter 10: Data Validation Rules
Why validation rules
Implementing validation rules
Policies and validation rules
Summary
Chapter 11: Security
Security
Application creation
User authentication
Users and tasks
Data security
Object security
Import security
Summary
Chapter 12: Budget Process Management
Budget Workflow Process
Planning Unit hierarchy
The Workflow process
Summary
Chapter 13: Mastering Budget Process Management
Process management templates
Summary
Chapter 14: Task Lists
Modes
Task Lists
Summary
Chapter 15: Business Rules
Introduction to Business Rules
Calculations in a Planning Application
Business Rules
Summary
Chapter 16: Advanced Business Rules
Variables
Run time prompts
Summary
This is it!

What You Will Learn

  • 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.

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