Creating the Planning Sample application in EPMA 11.1.2

In order to recreate the Classic Planning Application in EPMA we have to follow these steps:

1. Create Blank Application
Go to Application Library and then to File->New->Application

and then select Create Blank Application

2. Dimension Library
When you go to the Dimension Library you will see your blank application. Now we have to import the ads file with the structure of the sample application, which you can found in: C:\Oracle\Middleware\EPMSystem11R1\products\Planning\bin\sampleapp
Go to File->Import->Create Profile

For Import Type select Flat File, for Application, the one that you have given to your blank application and then the FileName is:


C:\Oracle\Middleware\EPMSystem11R1\products\Planning\bin\sampleapp\SampApp Source Flat File.ads


Click Ok and File Properties will appear:

In here select what you see in the image above.

Click Next and Map Dimensions will appear

Select the options as in the picture and create new dimensions. Click Next

In the next window tick Select All and click Next.

A pop-up window will ask you if you want to execute the profile now, click Yes.

Go to Jobs to see the results.

3. Deploy Application


Now go back to Dimension Library, click Refresh and you will see the new dimensions added. Now the only thing left is that in the properties of the application select:

Default Currency: USD
Starting Month: Jan

Then you will have to order the performance settings and activate all associations.

Go back to Application Library and you are ready to deploy the application.

Oracle by Example - Hyperion Planning

A very useful resource to learn more about Hyperion Planning and how to create applications and start playing with it is Oracle By Example. If we google it we can find it, if not I can leave you the address here: Oracle By Example

This is a nice way of starting with this tool as all the examples are hands-on and very intuitive to follow. You will find examples for the version 9.3.1 as for the version 11.1.1

Good luck!

Hyperion Planning Overview

Hyperion Planning

Planning is a web-based budgeting and planning solution that drives collaborative, event based, and operational planning processes through the organization for a wide range of financial and operational needs. Planners have the flexibility to adapt rapidly to changes in direction, ensuring that plans are always current, relevant, and functional.

Powered by Essbase, Planning uses a multidimensional data structure for flexible data collection and analysis. Planning also supports driver-based plans that are based on global assumptions, such as interest rates and headcount.

Planning has the following features:

• Multidimensional data structure
• Target setting and bottom-up planning
• Iterative planning cycles
• Complex business rules and allocations
• Web-based data entry; management of the planning cycle
• Currency conversion for multicurrency applications
• Headcount and salary expense modeling (Workforce and CAPEX modules)
• Metadata and data transfer between Planning applications and other Hyperion products

The different components of the product are:

• Essbase: stores planning application data; planning runs on top of Essbase
• Administration services: Interfaces to Essbase server, using Essbase Administration Services console, and enables to design, develop, maintain, and manage multiple Essbase applications and database
• Performance Management Architect: to manage dimensions and applications
• Workspace: allows to navigate and manage Planning applications
• Calculation Manager: graphical user interface to create calculation scripts
• Smart View: allows to enter Planning data in Microsoft Excel spreadsheets, using the same functionality as Planning, and to take Planning data offline to work disconnected from the source
• Financial Reporting: for the creation of reports and charts for Web or print
• Shared services: enables the administrator to provision users from external systems to Hyperion products and to share data and metadata among Planning applications or between Planning and other Hyperion products

To learn more about this product refert to the official site of Oracle: Hyperion Planning