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Data Forms and Example in Hyperion Plannings

Call Text in Data Forms:-

This feature enables that 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 appeared in the corner of the cell; which indicates there is a cell text in the background of cell.

Note:- The cell text and supporting details will be stored at 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 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 Essbase server. The background of 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 in to 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 any body 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 local currency ( for example – INR), click on Edit, then click on Drop down 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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Explore the blog post on Hyperion Planning Training to become 
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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 the 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 check box for security filters and enable the check box for validate limit to verify the filter size has been exceeded 64
  • Click refresh.
  • Click on finish.

Now make sure you login to application .

Assigning access to data form:

once data forms are created we need to share this forms to 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 .
  • A read permission will enable the users to access the data from for budget entry .
  • Write permission will enable the end user not only access the data form but can edit the data form definition .

Note:- to edit data form user 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 currency dimension ,scenario and version dimension members .
  • Click on save
  • By default version dimension is enabled for button up
  • Create one more calc script for 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 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 dropdown list
  • Select the method as multiple or divide that records to be used to convert local currency into reporting currency

EX:- choose 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 dropdown list and perform the similar action.
  • Click on save and click on close

The click on administration , click on dimension , select scenario dimension  then select scenario member and click on edit there you see exchange rate table . BY default it is none . click on dropdown list then it  will display the exchange rate table that is just you have been created . select that , click on save . perform planning refresh.

For indepth understanding click on

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Data Forms and Example in Hyperion Plannings
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