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Data Forms and Example in Hyperion Plannings
28 September, 2020
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Call Text in Data Forms:-
This feature enables the end-users to store the comments at the cell level in Data forms. Open your Data forms then select any valid cell and then click on edit, then click on cell text, which will popup a small window with a text box on POV, write any comment in there and click on submit. Then there will be a small icon that appeared in the corner of the cell; which indicates there is a cell text in the background of the cell. Note:- The cell text and supporting details will be stored at the RDBMS level.
Supporting Details for a Data form
Supporting Details enables the end-user to enter all the supporting calculations before deriving the final budgeting figure. Supporting Details are useful to justify the budget members that we have entered in the past.
Steps:-
- Open the Data form, select the cell where you want to enter the supporting Details then Double click, it will pop up a window, there you can write some Measures with appropriate Mathematical operators and the amounts. To add more entries in this window click on Add child or Sibling. Once you are done, click on save which will save the final number on the Essbase server. The background of the cell appears in blue which indicates there is a supporting detail in the background.
Triangular Currency
It acts as a middle currency when we convert the local currency into reporting currency. For Example:- If your application has INR and GBP as local currencies and USD as the Reporting Currency. If you make GBP as a Triangular Currency for INR then if anybody enters the budget data using INR it will first convert into equivalent GBP and then Reporting Currency(USD)
Steps:-
- Open the planning applications as an Administrator.
- Click on Dimensions, Click on Currency Dimension
- Select the local currency ( for example - INR), click on Edit, then click on Dropdown list for Triangular currency and select another local currency code (GBP) according to your requirement.
- Click on Save
- Now open the Exchange Rate Table, there it will allow you to enter the Exchange rate data to convert INR into GBP and then GBP into USD
- Click on Save, Click on Close
- Refresh your planning database
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Note:- An Interactive user is one of the roles we can find in shared services under planning projects. An Interactive user can Create Data forms and Business Rules.
| Account Name | Debit | Credit |
| Owners EquityCash | $10,000 | $10000 |
| $20000 |
| Cash | $20000 | |
| EquipmentCash | $12000 | $6000 |
| MerchandiseAccounts Payable | $6000 | $6000 |
| Revenue CashAccounts ReceivableSales Revenue | $9000$2000 | $11000 |
| Cost of Merchandise SoldMerchandise | $5000 | $5000 |
| Salary ExpenseCash | $3500 | $3500 |
| Rent ExpenseCash | $1500 | $1500 |
| CashAccount Receivable | $39000$2000 | $17000 |
| MerchandiseEquipment | $6000$12000 | $5000 |
| Account PayableSales | $6000$11000 | |
| Cost of Goods SoldSalaries | $5000$3500 | |
| Rent Expenses | $1500 |
Balance Sheet
| Assets | Liabilities and Equalities |
| Cash 22000Account receivables --- 2000Merchandise --- 1000 Equipment --- 12000 Total = 37000 | Account Payable --- 6000Bank Loan --- 20000Owner Equity --- 10000 Total = 36000 1000 (i.e Owners Equity= Total Assets – Total liability & equities) 37000 |
Income Statement
Total Revenue Sales 11000 Total Expenses Cost of goods sold 5000 Salaries + Rent 5000 Net Income = Total Revenue – Total Expenses = 1000
Steps to create security Filter & Assigning access to data form in Hyperion Plannings
Steps to create security Filter :-
- Click on administrator
- Click on manage security filters.
- Select the users to whom you want to create the filters
- Click on create and wait till the success message.
- Click on administration
- Click on manage database
- Enable the checkbox for security filters and enable the checkbox for validating limit to verify the filter size has been exceeded 64
- Click refresh.
- Click on the finish.
Now make sure you log in to the application.
Assigning access to data form:-
once data forms are created we need to share this form to the user community by assigning appropriate access.
- Click on administration
- Click on manage data forms
- Select the data form that we want to share then click on assign access then click on add access then select users or groups and provide the users or groups and provide the user access as read or write.
- Read permission will enable the users to access the data from for budget entry.
- Write permission will enable the end-user not only to access the data form but can edit the data form definition.
Note:- to edit data form users must be a role called interactive user in shared services. →click on add →click on close
Manage currency conversion:-
one you have created the planning application and added the required dimensions and members that you have to create the currency conversion calculation script for multi-currency application.
- Open planning application as an administrator
- Click on administration
- Click on manage currency conversion
- Clicks on create and then provide any name for calc script then click on next.
- Select the members for the currency dimension, scenario, and version dimension members.
- Click on save
- By default, the version dimension is enabled for button up
- Create one more calc script for the target version
- Now perform the planning refresh.
Exchange Rate Table:-
Steps:-
- Open planning application as an administrator
- Click on administration
- Click on manage exchange rates
- Click on create, enter a name for exchange rate table click on save
- Select the exchange rate table click on edit
- Choose display options as average and method. Click on next
- Select the appropriate year from the dropdown list
- Select the method as multiple or divide that records to be used to convert local currency into reporting currency
EX:- choose the method as divided to convert INR into USD Now provide the exchange rates to all months according to your financial analyst inputs.
- Click on save
- Select another year from the dropdown list and perform a similar action.
- Click on save and click on close
Then click on administration, click on the dimension, select scenario dimension then select scenario member, and click on edit there you see the exchange rate table. BY default it is none. Click on the dropdown list then it will display the exchange rate table that is just you have been created. select that, click on save. perform a planning refresh.