Creating Classic Financial Management 11

7/29/2019 Creating Classic Financial Management 11

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Creating Classic Financial Management 11.1.2 Applications

Purpose

This tutorial covers creating a classic Financial Management application by using Classic Application Administration.

Time to Complete

Approximately 30 minutes.

Overview

This tutorial covers creating classic Financial Management applications. A classic Financial Management applicationis a stand-alone application. It has its own profile that defines the calendar and the languages for the application. Italso has its own metadata file that defines its dimensions. In this tutorial, you learn how to create a classic applicationprofile, how to create a classic application by using Classic Application Administration, and how to open the

application and view the metadata.

Scenario

Your company wants you to create a stand-alone application that will be used for training purposes. The application'slanguage is English, and it is based on a standard calendar year, divided into quarters and months. The start monthis January 2011, and the duration is 10 years.

Prerequisites

Before starting this tutorial, you should:

1. Have access to or have installed Oracle Hyperion Financial Management, Fusion Edition 11.1.22. Have access to or have installed Oracle Enterprise Performance Management Workspace, Fusion Edition 11.1.2

Creating Application Profiles

Before creating an application, you create an application profile that defines its languages, calendar, frequencies, andperiods.

1. Select Start > Programs > Oracle EPM System > Financial Management > Financial Management.


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The Financial Management Desktop login dialog box is displayed.

2. Perform the following actions:

a. Enter the following login information:

Domain User Password

trnadmin hyperion

b. Click Logon.


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The Financial Management Desktop is displayed.

3. In the Tasks pane, select Define Application Profile.


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The Create New Application Profile page is displayed.

4. Select Create a New Application Profile, and click Next.


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The Languages page is displayed.

5. In Row 1, enterEnglish, and click Next.


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The Time Periods page is displayed.


a. Select Standard Calendar.

b. Select Include Quarters.

c. Select Include Months.

d. In the Start Month list, select January.

e. In the Start Year box, enter2011.

f. In the Number of Years box, enter10.

g. Click Next.


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The Frequencies table is displayed.

7 . Perform the following actions:

a. Enter the following frequency descriptions for the View dimension:

View View Description

YTD Year-to-date

QTD Quarter-to-date

MTD Month-to-date

b. Click Next.


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The Periods page is displayed.

8 . In the Periods list, perform the following actions:

a. Select Quarter1 and, in the description box, enterQuarter 1.

b. Select January and, in the description box, enterJanuary.

c. Repeat steps a and b to add descriptions for February and March in Quarter1 and descriptions for Quarter2,Quarter3, and Quarter4 and April through December.

d. Click Next.


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The Periods page is displayed.

9 . Perform the following actions to save the profile:

a. Click Browse and navigate to C:\Hyperion\Products\FinancialManagement\Client.

b. In the File Name box, enterTrainingApp.

c. Click Finish.

The application profile is saved successfully with a PER extension.

10 . Click OK.

You successfully created the TrainingApp profile.

Creating Financial Management Applications in Classic Administration

After creating the application profile, you create a Financial Management application named TrainApp. You base theTrainApp application on the TrainingApp profile that you created.


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1. On your desktop, perform the following actions:

a. Double-click the Workspace icon.

b. Enter user name trnadmin and password hyperion.

c. Click Log On to log on to Workspace.

2. In Workspace, select Navigate > Administer > Classic Application Administration > Consolidation

Administration> Create Application.


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The Application Properties page is displayed.


a. Enter or select the following information:

Field Value

Server Name of your Shared Services server

Application Name TrainApp

Application Description Training Application

Application ProfileTrainingApp.per (Located in the C:\Hyperion\Products\FinancialManagement\Client folder)

User Management Project Default Application Group

Financial Management Web ServerURL

http://:19000/hfm

b. Click Create.

4. Verify that the application was created successfully.


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You successfully created the TrainApp application.

Opening the Application and Reviewing the Application Metadata

After creating the application, you open it and review the application metadata.

1. Select Navigate > Applications > Consolidation > TRAINAPP.

Note: You may have to click Refresh on the Consolidation submenu to load the TRAINAPP application.

The TrainApp application is displayed.

2. Select File > New > Data Form.


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Data Form Builder is displayed.

3 . Select the POV tab, and click the Search icon for the Year dimension.

The members for the Year dimension are displayed.

4 . Verify that the Year dimension contains the members specified in the TrainingApp profile.


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5 . Click the Period dimension, and verify that it contains the members specified in the TrainingApp profile.


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6 . Click the View dimension, and verify that it contains the members specified in the TrainingApp profile.

Note: The Periodic member contains the lowest-level frequency (MTD) that you defined for the View dimension.

You completed the tutorial. You can now create a metadata file and load the metadata file into the application.


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Summary

In this tutorial, you have learned how to:

Create application profiles

Create classic Financial Management applications

Open the application and review application metadata

Creating Classic Financial Management 11

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