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April 17th, 2009 by Mark Rittman

Earlier in the week I posted an introduction to Hyperion Planning, and then went through the process of setting up thePlanning sample application. Today I’ve been working through creating my own Classic Planning application, to see

how the process works. Note that this article by no means is the definitive way to approach this, in fact many of thetools I’m using in this posting have been superseded by the EPM Architect utility thats come with EPM 11.1, but what Iwent through today allows you to get a basic application up and running before tackling the new features in 11.1

The first step, as with the sample application, is to define a data source that points to your Essbase server and arelational database schema. Once this is created you can step through the Classic Application Wizard and configure thestandard Planning dimensions. For periods and Years, I just work with one year of data (FY08) and the standard quarters, months and weeks, which translates into two planning dimensions (year and period) later on.

I choose a single currency (USD), a single plan and then confirm the details. Once I press Finish, Planning will create anEssbase application but no database at this point – that will come later on once I’ve configured my custom and standard dimensions.

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Once the application is created, I then go and firstly, configure the remaining standard dimensions. I create a singlescenario for my planning exercise; at some point in the future I may create multiple scenarios for three and five year plans, mid-year plans and so on.

I then create a user-defined (custom) dimension, to hold product information. Once the dimension is created, at this point it has no members or hierarchies, and it only exists in the Planning metadata.

Now I could use the Add Child and Add Sibling buttons to add my dimension members manually, but instead I’m goingto use the Outline Load Utility to load my product dimension members from a CSV file, like this:


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there including my user-defined product dimension.

Now the database is there, I can load the initial planning data into it. My initial budget plan will be a bottom-up plan,and therefore I’ve prepared a load file offline that contains the initial budget figures that I want my users to work with.Other scenarios might involve target-led, top-down budgets where I might copy last years figures into the budgetdatabase at the top level, apply an uplift and then allocate the figures down based on each region and product’s share of sales. For now though, we’ll just load the level 0 data in from a load file like this:

The way this load file works, is that you have to prefix each line with a set of unique dimension member names so thatEssbase knows where to put your data. The first line contains the values that don’t change for the whole load file,which for me are the scenario name (current), the version (BU, for Bottom-Up, version 1) and the Financial year,wheras the rest of the rows contain a product, entity, period and account member name followed by the value to insert.


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I load this data file in using the Load Data feature in Administration Services.

Now I’ve got some data in, I return the Planning web application and start defining a data form so that users an enter their budget figures. This involves selecting the dimensions that I want to display across the page, the measures I wantto enter and default values for the Point of View.

I now have two forms that I can use for data entry, one for revenue and one for quantity. In real life I’d also add variables and data filters in so that users only saw the entities that they were responsible for, but for now I’ll just createa task list that includes these two forms plus a step at the end where the user can submit their updated budget figures.


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So now I can save everything and then run the task list as a user, entering my budget figures into the data form, whichwill write the values back into the Essbase cube save the form.

Once each budget task list is complete, I check the relevant box and then submit the budget for approval. In real life

this process would typically go through multiple iterations until everyone is happy with the figures (or at least you’vefinally come up with the figures that the boss wanted in the first place).


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So, that’s a very basic Planning application. Going on from here, you would define business rules so that super-userscan allocate data down and roll it up the various hierarchies, and you can develop more complex workflow to model

the real budget process in your organization. Many of the tools I’ve used have been upgraded in EPM 11.1 so thatdimensions and calculations are handled in a single, separate application that goes across multiple EPM Suiteapplications, and if I get time over the next few weeks I’ll take a look at those to. But for now, this is a simple Planningapplication that shows off some of the key features of the tool.

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Posted in Hyperion | 9 Comments »

Comments

Marjorie Says:

May 8th, 2009 at 3:59 pm

Thank you Mark. Very useful intro – makes it easier to go over the online documentation.Regards,Marjorie

1.

Hanwen Says:

May 22nd, 2009 at 5:17 am

Mark,

Any similar example on how to create a planning application in 931?

Thanks

2.

Omer Says:

August 17th, 2010 at 6:55 pm

Mark,

I am learning planning by myself & couldn’t see Planning Administration under the Classic ApplicationAdministration and moreover I couldn’t seeApplication LibraryDimension Library just wondering am I have to download some more software tool other than Oracle Hyperion Financial

3.

ShareShare


10 08-10-2014 07:52



Management, Fusion Edition Release 11.1.1.3.0

thnx & regards

Omer Says:

August 17th, 2010 at 6:56 pm

otherthan Oracle Hyperion Planning, Fusion Edition Release 11.1.1.3.0

4.

Kiran Says:

February 18th, 2011 at 9:10 am

Hi Mark,

Is there any process to loaddata from planning workspace environment in classic applications?

means using loadfiles or we can call any maxl in workspace to load data or we can call any lodrules or we cancall batch scripts?

if is there any possibility please let me know.

Thanks,Kiran

5.

william Says:

March 2nd, 2011 at 7:34 am

How can I use dimension name that contains a space (ex. Acct Std) in outlineload?

6.

Graciela Arevalo Says:

June 14th, 2011 at 9:12 pm

How do you create a Single Currency Application? Is the Currency Dimension required if will only be using USD

Tahnks

7.

seeni Says:

March 5th, 2012 at 12:38 pm

Is there any way to load the data through outlineload utility or using som eother utility(without using EAS “load data” option)?

8.

Sowjanya Says:

September 22nd, 2013 at 6:10 am

Very helpful information.Thank you very much for sharing information.

9.

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