Hyperion Planning Interview Questions & Answers

hyperion-planning-interview-questions-answers

<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Business Rules</strong></span></h2>
<p>Business rules are nothing but calculation scripts but are created graphically and can be accessed from the planning web to execute. A user must have been provisioned with a Business rule Administration role in shared services to create a Business role.</p>
<ul>
<li>Login to EAS Console as a Business role Administration</li>
<li>Expand the Business rules and then expand Repository view and then Right Click on Rules and Click on New Rule</li>
<li>Click on the Dropdown list under associate outline on your RHS and the double Click on select Outline.</li>
</ul>
<p>There expand the planning available users, there expand the Host Name and there expand the required planning Application and then select planning Database.</p>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning Training? Then here is the blog post on, explore <a title="Hyperion Planning Training" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning Training</strong></span></a></em></p>
</blockquote>
<ul>
<li>Click on OK</li>
<li>Click on Br language on your LHS, which will display different types of actions</li>
<li>Select Required Action (ex:- Copy Data) then Drag it and Dropdown in RHS window</li>
<li>Click on the select source, select the appropriate dimension and click on an icon to select members</li>
<li>Click on Destination and make a member selection similarly</li>
<li>Click on the location tab, click on Add and then click on Outline from Dropdown</li>
<li>Click on OK</li>
<li>Click on the access privilege tab</li>
<li>Click on Add then it will show all user&rsquo;s and groups on your LHS</li>
<li>Select the user and groups and click on symbol &agrave;</li>
<li>Click on OK</li>
<li>Click on save</li>
<li>Provide an appropriate name for Business Rule</li>
<li>Click on OK</li>
<li>Click on Validate</li>
<li>Validate one more time</li>
<li>Click on OK</li>
<li>Click on Close</li>
</ul>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>For in-depth understanding click on</strong></span></h2>
<ul>
<li><a href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></li>
<li><a href="https://tekslate.com/data-forms-dimensional-access-hyperion-plannings/" target="_blank" rel="noopener">Data Forms</a></li>
<li><a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></li>
<li class="title"><a class="current-page" href="https://tekslate.com/hyperion-planning-architecture/" target="_blank" rel="noopener">Hyperion Planning Architecture</a></li>
<li class="title"><a href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></li>
</ul>
<div class="tags">&nbsp;</div>

Business Rules in Hyperion Planning | Tekslate

Business Rules in Hyperion Planning

business-rules-hyperion-planning

<h2><span style="font-size: 20px; color: #e67e23;"><strong>Steps to create a Runtime Prompt variable</strong></span></h2>
<p style="text-align: justify;">Runtime prompt introduces the flexibility in Business rules regarding reusability for several user requirements.</p>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning? Then here is the blog post on, explore <a title="Hyperion Planning" href="https://tekslate.com/hyperion-planning-training" target="_blank"><span style="color: #e03e2d;"><strong>Hyperion Planning</strong></span></a></em></p>
</blockquote>
<h3 style="text-align: justify;"><span style="font-size: 14pt; color: #e67e23;">Steps:</span></h3>
<p style="text-align: justify;">In EAS Console expand Business Rules</p>
<ul style="text-align: justify;">
<li>Expand Repository view</li>
<li>Right Click on Global Variables</li>
<li>Select New variable</li>
<li>Select an appropriate outline from the Dropdown list, Provide a variable Name and select type as a member and then select the appropriate Dimension on which you are going to create a variable and click on an icon to select the member for Default value and click on usage type and select runtime prompt. Provide an appropriate prompt string</li>
<li>Click on an icon under limits and select members that you want to display to the end-users and click on &agrave;</li>
<li>Click on OK</li>
<li>Click on the Access privileges tab</li>
<li>Click on Add, Select the required users and Click on &agrave;</li>
<li>Click on Save, Click on OK</li>
<li>Click on Close</li>
</ul>

Create a Runtime Prompt variable in Hyperion Planning | Tekslate

Steps to create a Runtime Prompt variable in Hyperion Planning

steps-create-runtime-prompt-variable-hyperion-planning

<h2><span style="color: #e67e23; font-size: 14pt;"><strong>Steps to Use a Global variable in an Existing Business Rules </strong></span></h2>
<ul style="text-align: justify;">
<li><span style="color: #000000;">Open EAS Console and then Open the Business Rule</span></li>
<li><span style="color: #000000;">Expand the repository View</span></li>
<li><span style="color: #000000;">Expand the Rules</span></li>
<li><span style="color: #000000;">Double Click on the Business rule on which you want to Edit (for example Data Copy Business Rule)</span></li>
<li><span style="color: #000000;">Click on the select source and then click on Year Dimension, Click on member selection then click on the Global variable tab.</span></li>
</ul>
<p style="text-align: justify;"><span style="color: #000000;">Then Select the Variable that you have already created.</span></p>
<ul style="text-align: justify;">
<li><span style="color: #000000;">Similarly, click on Destination</span></li>
</ul>
<p style="text-align: justify;"><span style="color: #000000;">Click on Year dimension, Click on the icon to select members then remove the selection which you&rsquo;ve made already</span></p>
<ul style="text-align: justify;">
<li><span style="color: #000000;">Click on Global Variables, Choose your Variable Click on &agrave;</span></li>
</ul>
<p style="text-align: justify;"><span style="color: #000000;">Click OK, Click on save, Click on Validate</span></p>
<p style="text-align: justify;"><span style="color: #000000;">You should complete without any Errors.</span></p>
<ul style="text-align: justify;">
<li><span style="color: #000000;">Now Open the planning application from Workspace, Click on the Tools tab, Click on Business Rules their you must see the Business Rule that you&rsquo;ve created in EAS</span></li>
<li><span style="color: #000000;">Click on the launch, Runtime prompt will appear, make the member selections</span></li>
<li><span style="color: #000000;">Click on a launch to execute this Business rule</span></li>
</ul>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning Training? Then here is the blog post on, explore <a title="Hyperion Planning Training" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning Training</strong></span></a></em></p>
</blockquote>
<h2><span style="color: #e67e23; font-size: 14pt;"><strong>User Variables</strong></span></h2>
<p style="text-align: justify;"><span style="color: #000000;">User variables make the Data forms more flexible to use among many user groups, Departments&hellip;..</span></p>
<h3><span style="color: #e67e23; font-size: 14pt;"><strong>Steps:-</strong></span></h3>
<ul style="text-align: justify;">
<li><span style="color: #000000;">Open the Planning application</span></li>
<li><span style="color: #000000;">Click on Administration</span></li>
<li><span style="color: #000000;">Click on Manage user variables</span></li>
<li><span style="color: #000000;">Click on Add</span></li>
<li><span style="color: #000000;">Select the Dimension on which you want to create a variable then provide the variable name</span></li>
<li><span style="color: #000000;">Click on OK</span></li>
<li><span style="color: #000000;">Now open any Data form in Edit mode</span></li>
<li><span style="color: #000000;">There you click on member selection Icon for the Dimension on which you have created a variable</span></li>
<li><span style="color: #000000;">There you remove the Hard coding selection from RHS and then select the user variable which appears under the substitution variable and clicks on Right arrow &agrave;</span></li>
<li><span style="color: #000000;">Click on Submit, Save, OK</span></li>
</ul>
<p style="text-align: justify;"><span style="color: #000000;">Now, as a part of user Trainee before UTA, we have to give instructions to the End User tab perform the following procedure when he login to the Application first time.</span></p>
<ul style="text-align: justify;">
<li><span style="color: #000000;">Click on File</span></li>
<li><span style="color: #000000;">Click on Preferences</span></li>
<li><span style="color: #000000;">Click on Planning</span></li>
<li><span style="color: #000000;">Click on User Variable options tab</span></li>
<li><span style="color: #000000;">There you must see the user variables that you have been created</span></li>
<li><span style="color: #000000;">Click on icon to select the required member</span></li>
<li><span style="color: #000000;">Make a member selection, Click on submit</span></li>
<li><span style="color: #000000;">Click on OK</span></li>
</ul>
<p style="text-align: justify;"><span style="color: #000000;">Now the Data form will be opened according to the user variable selections he made using the above procedure.</span></p>
<h2 style="text-align: justify;"><span style="color: #e67e23; font-size: 14pt;"><strong>For in-depth understanding click on</strong></span></h2>
<ul>
<li style="text-align: justify;"><span style="color: #3598db;"><a style="color: #3598db;" href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></span></li>
<li style="text-align: justify;"><span style="color: #3598db;"><a style="color: #3598db;" href="https://tekslate.com/data-forms-dimensional-access-hyperion-plannings/" target="_blank" rel="noopener">Data Forms</a></span></li>
<li style="text-align: justify;"><span style="color: #3598db;"><a style="color: #3598db;" href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></span></li>
<li class="title" style="text-align: justify;"><span style="color: #3598db;"><a class="current-page" style="color: #3598db;" href="https://tekslate.com/hyperion-planning-architecture/" target="_blank" rel="noopener">Hyperion Planning Architecture</a></span></li>
<li class="title" style="text-align: justify;"><span style="color: #3598db;"><a style="color: #3598db;" href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></span></li>
</ul>

Create variable in Business Rules in Hyperion Plannings

Steps to create variable in Business Rules  in Hyperion plannings

steps-use-global-variable-existing-business-rules-hyperion-plannings

<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Call Text in Data Forms:-</strong></span></h2>
<p>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.</p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Supporting Details for a Data form</strong></span></h2>
<p><strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </strong>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.</p>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Steps:-</strong></span></h3>
<ul>
<li>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.</li>
</ul>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Triangular Currency</strong> </span></h2>
<p>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)</p>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Steps:-</strong></span></h3>
<ul>
<li>Open the planning applications as an Administrator.</li>
<li>Click on Dimensions, Click on Currency Dimension</li>
<li>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.</li>
<li>Click on Save</li>
<li>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</li>
<li>Click on Save, Click on Close</li>
<li>Refresh your planning database</li>
</ul>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning? Then here is the blog post on, explore <a title="Hyperion Planning" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning</strong></span></a></em></p>
</blockquote>
<p>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.</p>
<table style="height: 178px;" border="2" width="545">
<tbody>
<tr>
<td width="152"><span style="color: #e67e23;"><strong>Account Name</strong></span></td>
<td width="136"><span style="color: #e67e23;"><strong>Debit</strong></span></td>
<td width="102"><span style="color: #e67e23;"><strong>Credit</strong></span></td>
</tr>
<tr>
<td width="152">Owners EquityCash</td>
<td width="136">$10,000</td>
<td width="102">$10000</td>
</tr>
<tr>
<td width="152">&nbsp;</td>
<td width="136">&nbsp;</td>
<td width="102">$20000</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<table style="height: 896px;" border="2" width="550">
<tbody>
<tr>
<td width="187">Cash</td>
<td width="108">$20000</td>
<td width="96">&nbsp;</td>
</tr>
<tr>
<td width="187">EquipmentCash</td>
<td width="108">$12000</td>
<td width="96">$6000</td>
</tr>
<tr>
<td width="187">MerchandiseAccounts Payable</td>
<td width="108">$6000</td>
<td width="96">$6000</td>
</tr>
<tr>
<td width="187">Revenue CashAccounts ReceivableSales Revenue</td>
<td width="108">$9000$2000</td>
<td width="96">$11000</td>
</tr>
<tr>
<td width="187">Cost of Merchandise SoldMerchandise</td>
<td width="108">$5000</td>
<td width="96">$5000</td>
</tr>
<tr>
<td width="187">Salary ExpenseCash</td>
<td width="108">$3500</td>
<td width="96">$3500</td>
</tr>
<tr>
<td width="187">Rent ExpenseCash</td>
<td width="108">$1500</td>
<td width="96">$1500</td>
</tr>
<tr>
<td width="187">CashAccount Receivable</td>
<td width="108">$39000$2000</td>
<td width="96">$17000</td>
</tr>
<tr>
<td width="187">MerchandiseEquipment</td>
<td width="108">$6000$12000</td>
<td width="96">$5000</td>
</tr>
<tr>
<td width="187">Account PayableSales</td>
<td width="108">&nbsp;</td>
<td width="96">$6000$11000</td>
</tr>
<tr>
<td width="187">Cost of Goods SoldSalaries</td>
<td width="108">$5000$3500</td>
<td width="96">&nbsp;</td>
</tr>
<tr>
<td width="187">Rent Expenses</td>
<td width="108">$1500</td>
<td width="96">&nbsp;</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Balance Sheet</strong></span></h3>
<table border="2">
<tbody>
<tr>
<td width="253">Assets</td>
<td width="385">Liabilities and Equalities</td>
</tr>
<tr>
<td width="253">Cash&nbsp;&nbsp; 22000Account receivables --- 2000Merchandise --- 1000 Equipment --- 12000 &nbsp; Total&nbsp;&nbsp; = &nbsp; 37000</td>
<td width="385">Account Payable --- 6000Bank Loan --- 20000Owner Equity --- 10000 Total &nbsp; = 36000 1000&nbsp;&nbsp;&nbsp;&nbsp; (i.e Owners Equity= Total Assets &ndash; Total liability &amp; equities) 37000</td>
</tr>
</tbody>
</table>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong> Income Statement</strong></span></h3>
<p>Total Revenue Sales&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 11000 Total Expenses Cost of goods sold&nbsp;&nbsp; 5000 Salaries + Rent&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 5000 Net Income = Total Revenue &ndash; Total Expenses = 1000</p>
<h2><span style="font-size: 14pt; color: #e67e23;">Steps to create security Filter &amp; Assigning access to data form in Hyperion Plannings</span></h2>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Steps to create security Filter :-</strong></span></h2>
<ul>
<li>Click on administrator</li>
<li>Click on manage security filters.</li>
<li>Select the users to whom you want to create the filters</li>
<li>Click on create and wait till the success message.</li>
<li>Click on administration</li>
<li>Click on manage database</li>
<li>Enable the checkbox for security filters and enable the checkbox for validating limit to verify the filter size has been exceeded 64</li>
<li>Click refresh.</li>
<li>Click on the finish.</li>
</ul>
<p>Now make sure you log in to the application.</p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Assigning access to data form:</strong>-</span></h2>
<p>once data forms are created we need to share this form to the user community by assigning appropriate access.</p>
<ul>
<li>Click on administration</li>
<li>Click on manage data forms</li>
<li>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.</li>
<li>Read permission will enable the users to access the data from for budget entry.</li>
<li>Write permission will enable the end-user not only to access the data form but can edit the data form definition.</li>
</ul>
<p>Note:- to edit data form users must be a role called interactive user in shared services. &rarr;click on add &rarr;click on close</p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Manage currency conversion:-</strong></span></h2>
<p>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.</p>
<ul>
<li>Open planning application as an administrator</li>
<li>Click on administration</li>
<li>Click on manage currency conversion</li>
<li>Clicks on create and then provide any name for calc script then click on next.</li>
<li>Select the members for the currency dimension, scenario, and version dimension members.</li>
<li>Click on save</li>
<li>By default, the version dimension is enabled for button up</li>
<li>Create one more calc script for the target version</li>
<li>Now perform the planning refresh.</li>
</ul>
<h2><span style="font-size: 14pt; color: #e67e23;">Exchange Rate Table:-</span></h2>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Steps:-</strong></span></h3>
<ul>
<li>Open planning application as an administrator</li>
<li>Click on administration</li>
<li>Click on manage exchange rates</li>
<li>Click on create, enter a name for exchange rate table click on save</li>
<li>Select the exchange rate table click on edit</li>
<li>Choose display options as average and method. Click on next</li>
<li>Select the appropriate year from the dropdown list</li>
<li>Select the method as multiple or divide that records to be used to convert local currency into reporting currency</li>
</ul>
<p>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.</p>
<ul>
<li>Click on save</li>
<li>Select another year from the dropdown list and perform a similar action.</li>
<li>Click on save and click on close</li>
</ul>
<p>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.</p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>For in-depth understanding click on</strong></span></h2>
<ul>
<li><a href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></li>
<li><a href="https://tekslate.com/data-forms-dimensional-access-hyperion-plannings/" target="_blank" rel="noopener">Data Forms</a></li>
<li><a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></li>
<li class="title"><a class="current-page" href="https://tekslate.com/hyperion-planning-architecture/" target="_blank" rel="noopener">Hyperion Planning Architecture</a></li>
<li class="title"><a href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></li>
</ul>
<div class="tags">&nbsp;</div>

Data Forms and Examples in Hyperion Training

Data Forms and Example in Hyperion Plannings

data-forms-hyperion-plannings

<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Planning Utility&rsquo;s</strong></span></h2>
<p>When you installed planning software then you will get some of the planning utilities along with the product and those are available in the following path:</p>
<p>C:/Hyperion/Planning/bin</p>
<p>We use the Cube refresh utility to refresh the cube from the command-line interface. Use the following syntax:</p>
<p>Cube refresh/A: application name /U: username</p>
<p>[/P: password][/C|/R][/D][/F[S|V]]</p>
<p>We use the Form default command to Export out the data forms from one server to a local file system with .xml Extension and then import these form definitions into another planning server. We use this utility to migrate the forms from development to production server.</p>
<p>Following is the syntax:</p>
<p>FormDefUtil&lt;import/export&gt;&lt;filename/formname/-all&gt;</p>
<p>&lt;server&gt;&lt;username&gt;&lt;password&gt;&lt;application&gt;</p>
<p>Export Security utility will be used to export the existing Dimension access from the planning application to a flat-file. This utility is useful to back up the existing Dimension access and can be reused in case of an application crash using import security using this following syntax.</p>
<p>[importsecurity.cmd &ldquo; app name, user, password,&lt;delimiter</p>
<p>(sl_cdma/sl_spae/sl_semmicolon)&gt;,&lt;sl_clearall&gt;&rdquo;]</p>
<p>Export security / A=appname,/U=username,/p=password,[/S=searchcriteria] |[/S_User=user];[/S_Group][/S_Member=mem] [/To_File=Filename]</p>
<p>ImportSecurity.cmd &ldquo;app.name,user,password,&lt;delimiter</p>
<p>(SL_CDMA/SL_SPACE/SL_COLON/SL_SEMICOLON)&gt;,(SL_CLEARALL)&gt;&rdquo;</p>
<p><span style="color: #e67e23;"><strong>Note:-</strong></span> Import Security command expects all the dimensional access information is available in a file called secfile.txt &nbsp; &nbsp;</p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Alias Tables</strong></span></h2>
<p>Alias Tables are used to maintain the different names for a description for planning Dimension members. By default, we get One Alias table and we can create Nine (9) more Alias tables</p>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Steps:-</strong></span></h3>
<ul>
<li>Open the planning application</li>
<li>Click on Administration</li>
<li>Click on Alias Tables</li>
<li>Click on Add</li>
<li>Enter the Name for Alias tables</li>
<li>Click on OK</li>
<li>Open any Dimension members</li>
<li>Click on Edit</li>
<li>Click on Dropdown list for Alias, there select the table that you have created just now, enter the appropriate alias name</li>
<li>Click on Save</li>
</ul>
<p>Now before UAT starts we have to train the End Users to set up the Alias table that is appropriate to his department using the following steps.</p>
<ul>
<li>Click on File</li>
<li>Click on Preferences</li>
<li>Click on Planning&rsquo;</li>
<li>Click on the Application&rsquo;s settings tab</li>
<li>Under the Alias setting, Click on the Dropdown list for your Alias table</li>
<li>Select the one and click on OK</li>
</ul>
<p>Note:- To view the Alias names in a Data form, open the data form in Edit mode there select the Dimensions on row/column. Then click on an icon called dimension properties go-head and click on an icon called dimension called properties and by default, the display has been enabled for only member name. Select the checkbox for member Alias. Clicks submit and save.</p>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning Training? Then here is the blog post on, explore <a title="Hyperion Planning Training" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning Training</strong></span></a></em></p>
</blockquote>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Task List </strong></span></h2>
<p>The task is an activity such as Data entry, using a web form (or) executing a Business Rule. Tasks are created by the Administrator and assign these tasks to Users or Groups.</p>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Steps:-</strong></span></h3>
<ul>
<li>Open the planning application as an Administrator</li>
<li>Click on Administration</li>
<li>Click on Manage Tasklist</li>
<li>Click on create on your LHS to create the Tasklist folder</li>
<li>Click on create on your RHS to create a task list</li>
<li>Enter the appropriate name, and click on OK</li>
<li>Select the Task list and click on Edit</li>
<li>Another window will pop-up then clicks on the Add Child, Enter the Task Name and click on the Type drop-down list, choose appropriate types, such as Data form or Business rule or workflow&hellip;</li>
<li>Then enable the checkbox for a due date if you to specify the target Date, Month, Time to finish this task</li>
<li>Enable the checkbox on repeat and enter the required number of hours or days.</li>
<li>Similarly, enable the checkbox for the alert to enable the Email Notification for End-User</li>
<li>Set the Date &amp; Time</li>
<li>Enable the checkbox for repeat and enter the number of hours</li>
<li>Click on the property tab then it will display all the related planning objects according to your selection such as Data forms or Business Rules.</li>
<li>Click on Close</li>
<li>Now select Task list and then click on Assign Access, Click on Add-access, it will displays all users and groups. Select the required user or group and select the type of access. If type access is assigned then the same user needs to execute the task and if the type of access is managed then the user can reassign this task to someone else</li>
<li>Click on Add</li>
<li>Click on Close</li>
</ul>
<p>Now the End-user will receive a notification Email about the task assignment</p>
<ul>
<li>He opens the planning application</li>
<li>Clicks on View</li>
<li>Click on Tasklist</li>
<li>A window will pop-up, expand the task list and Double click on the task list folder then click on the task list on your RHS. Then the task name will appear as an URL</li>
<li>Click on that; take appropriate action such as Date entry or Business Rule execution. Go back to the task list then enable the checkbox under complete then the status will be changed from Incomplete to complete</li>
<li>Click on Close</li>
</ul>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Composite Data form</strong></span></h2>
<p>A Composite Data form was used to display more than one Data form in a single Data form Note:- Apart from Administrator an interactive user can also create a Task List and a planner cannot create a Tasklist</p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Application Owner</strong></span></h2>
<p>When a planning application is created by a technical Administrator, by default he acts as an application owner until he assigns someone like an application owner. The prerequisite to becoming an application owner, you should be provisioned with an Administration role under planning projects in shared services. Then log in to the planning application as an Administrator, click on Administration, Click on Application Settings then click on the Dropdown list under Assign Application owner, select appropriate user, and click on save.</p>
<div class="tags">&nbsp;</div>

Planning Utility in Hyperion Training

Planning Utility’s in Hyperion Plannings

planning-utilitys-hyperion-plannings

<h2><span style="color: #e67e23; font-size: 14pt;"><strong>Workflow:-</strong></span></h2>
<p style="text-align: justify;"><span style="color: #000000;">Workflow is a feature that comes up with,</span> <a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank">Hyperion planning</a> <span style="color: #000000;">which will enable the end-users application owner to control the budgeting process by planning unit.</span></p>
<p style="text-align: justify;"><span style="color: #000000;">A planning unit is a combination of Scenario, Version, and Entity dimension members.</span></p>
<p style="text-align: justify;"><span style="color: #000000;">The workflow will facilitate the transport communication between the end-users and application owners regarding the budget approval mechanism.</span></p>
<h2 style="text-align: justify;"><span style="color: #e67e23; font-size: 14pt;"><strong>Steps to manage the workflow:-</strong></span></h2>
<ul style="text-align: justify;">
<li><span style="color: #000000;">Login to Hyperion Workspace as an Application owner</span></li>
<li><span style="color: #000000;">Open the planning application</span></li>
<li><span style="color: #000000;">Click on File, Click on Workflow and then manage the process</span></li>
<li><span style="color: #000000;">Then it will display all Scenario and Version dimension members.</span></li>
</ul>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning Interview questions? Then here is the blog post on, explore <a title="Hyperion Planning Interview questions" href="hyperion-planning-interview-questions-answers" target="_blank"><span style="color: #e03e2d;"><strong>Hyperion Planning Interview questions</strong></span></a></em></p>
</blockquote>
<p style="text-align: justify;"><span style="color: #000000;">Select the one from both the dimensions. Click on go. Then it will display all available entity members and by default the process status as shown as not started.</span></p>
<ul style="text-align: justify;">
<li><span style="color: #000000;">To start a planning unit for any entity member to enable the radio button under plan start then it should display a message saying the planning unit has been started.</span></li>
<li><span style="color: #000000;">And the process status will be changed to pass.</span></li>
</ul>
<p style="text-align: justify;"><span style="color: #000000;">To take further action, click on details under the Action. Then click on change status. Then it will pop-up a small window there click on the promotion under select action and choose an appropriate use as a next owner then write any message to the user under annotation and click on submit.</span></p>
<ul>
<li style="text-align: justify;"><span style="color: #000000;">Now the user will receive a notification e-mail about the planning unit which has been promoted to him by the Application owner.</span></li>
<li style="text-align: justify;"><span style="color: #000000;">Now users login to the Workspace enter budget data using Data forms and open the workflow and re-promote the planning unit back to the application owner for his approval.</span></li>
<li style="text-align: justify;"><span style="color: #000000;">Now application owner reviews the data and he can either approve or reject the planning unit.</span></li>
<li style="text-align: justify;"><span style="color: #000000;">Once approval is done, he can change the status to sign-off.</span></li>
</ul>
<p>Note:- The difference between approving and sign-off</p>
<ul>
<li style="text-align: justify;"><span style="color: #000000;">If the planning unit is the bat-approved state then either the technical administrator or application owner can change the status of the planning unit ( For example to Reject state).</span></li>
<li style="text-align: justify;"><span style="color: #000000;">If the planning unit is at sign-off state only the application owner can change the status of the planning unit.</span></li>
</ul>

How to manage the work flow in Hyperion Planning

Steps to manage the work flow in Hyperion Plannings

steps-manage-work-flow-hyperion-plannings

<h2><span style="font-size: 14pt; color: #e67e23;">Introduction:</span></h2>
<p>Hyperion Planning Is a budgeting and forecasting application that drives collaborative, event-based planning processes throughout the organization for a wide range of financial and operational needs.</p>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning Training? Then here is the blog post on, explore <a title="Hyperion Planning Training" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning Training</strong></span></a></em></p>
</blockquote>
<p><img class="aligncenter wp-image-3351" src="https://newtekslateassets.s3.us-west-2.amazonaws.com/wp-content/uploads/2014/11/Presentation12-460x345.png" alt="Introduction to Hyperion Planning" width="623" height="467" /></p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>For in-depth understanding click on:</strong></span></h2>
<ul>
<li><a href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></li>
<li><a href="https://tekslate.com/data-forms-dimensional-access-hyperion-plannings/" target="_blank" rel="noopener">Data Forms</a></li>
<li><a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></li>
<li class="title"><a class="current-page" href="https://tekslate.com/hyperion-planning-architecture/" target="_blank" rel="noopener">Hyperion Planning Architecture</a></li>
<li class="title"><a href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></li>
</ul>
<div class="tags">&nbsp;</div>

Introduction to Hyperion Planning

introduction-hyperion-planning

<h2><span style="color: #e67e23; font-size: 14pt;">Hyperion Planning Architecture</span></h2>
<p><img class="alignnone wp-image-8263" src="https://newtekslateassets.s3.us-west-2.amazonaws.com/wp-content/uploads/2014/12/139-460x334.png" alt="Hyperion Planning Architecture" width="651" height="471" /> &nbsp;</p>
<p>Hyperion Planning Version 4 is a 3-Tier architecture. The client tier consists of planning a desktop version, planning a web client version.</p>
<p>The desktop client will be used by an administrator to set up a planning application and the request will be handled by a middle tier and creates the tables in the RDBMS server. Now using the desktop client administrator will go ahead and refresh the application, then the application server will push all RDBMS table entries into the Essbase server and generate an outline with &ldquo;7&rdquo; (seven) standard dimensions for multi-currency application.</p>
<pre style="text-align: center;"><strong><em>Inclined to build a profession as Hyperion Planning Developer?
 Then here is the blog post on <a href="https://tekslate.com/hyperion-planning-training" target="_blank" rel="noopener">Hyperion Planning&nbsp;Training</a> Program.</em></strong></pre>
<p>The client tier also consists of a web-based client which will be used by an administrator to add dimensions and members apart from the &ldquo;7&rdquo;(seven) standard dimensions we can add &ldquo;13&rdquo;(Thirteen) more user-defined custom dimensions. The web client can also be accessed by end-users to enter the budget data into the planning applications. The backend (RDBMS+ESSBASE) is integrated with Hyperion reporting tools to generate reports out of planning applications. The whole architecture will build on top of the foundation services which consists of shared services (Centralized User Management console). The seven standard dimensions are</p>
<ul>
<li>Accounts</li>
<li>Entity</li>
<li>Year</li>
<li>Period</li>
<li>Scenario</li>
<li>Version</li>
<li>Currency</li>
</ul>
<p>Scenario&nbsp; - - &gt; Grouping of related data together HSP_Rates dimension will hold the exchange rate details Architecture version 9.3.1/1.1.1.1.3</p>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>For in-depth understanding click on:</strong></span></h2>
<ul>
<li><a href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></li>
<li><a href="https://tekslate.com/data-forms-dimensional-access-hyperion-plannings/" target="_blank" rel="noopener">Data Forms</a></li>
<li><a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></li>
<li class="title"><a href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></li>
</ul>
<div class="tags">&nbsp;</div>

Hyperion Planning Architecture

hyperion-planning-architecture

<h2><span style="font-size: 14pt; color: #e67e23;">A figure of Hyperion Planning:</span></h2>
<p>With the introduction of 9.3.1, the desktop client has been totally removed from the architecture and introduced all these features into the web clients. Now the web client is being accessed by a common interface called Workspace; which works on port no:19000</p>
<ul>
<li>A project is a place where you can create a planning application</li>
<li>One application requires a unique database</li>
<li>Naming concertinos are must same as in <a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Essbase of planning</a></li>
<li>An asset is a property</li>
<li>Liability is getting loans from banks</li>
<li>Equity is the kind of liability</li>
<li>Saved assumptions are saving none</li>
</ul>
<h3><span style="font-size: 14pt; color: #e67e23;">Note:-</span></h3>
<p>Since version 11, shared services has been changed from 58080 to 28080</p>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning? Then here is the blog post on, explore <a title="Hyperion Planning" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning</strong></span></a></em></p>
</blockquote>
<h3><span style="font-size: 14pt; color: #e67e23;">Example:&nbsp;</span></h3>
<p><span style="font-size: 12pt; color: #e67e23;"><span style="color: #000000;">Revenue Expense</span></span></p>
<p>&nbsp;</p>
<p>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<img class="alignnone wp-image-8266" src="https://newtekslateassets.s3.us-west-2.amazonaws.com/wp-content/uploads/2014/12/532-460x125.png" alt="Revenue Expense" width="630" height="170" /> &nbsp;</p>
<h2><span style="font-size: 14pt; color: #e67e23;">Account type is revenue</span></h2>
<p><img class="alignnone size-full wp-image-8267" src="https://newtekslateassets.s3.us-west-2.amazonaws.com/wp-content/uploads/2014/12/Screenshot_155.png" alt="Flow Accounts" width="163" height="142" /> &nbsp;</p>
<table style="height: 174px;" width="618">
<tbody>
<tr>
<td width="97">Content</td>
<td width="97">Jan</td>
<td width="97">Feb</td>
<td width="97">Mar</td>
<td width="97">Quater1</td>
</tr>
<tr>
<td width="97">Sales</td>
<td width="97">1</td>
<td width="97">0.5</td>
<td width="97">0.5</td>
<td width="97">3</td>
</tr>
<tr>
<td width="97">Cost</td>
<td width="97">0.5</td>
<td width="97">0.3</td>
<td width="97">0.2</td>
<td width="97">1</td>
</tr>
</tbody>
</table>
<p>&nbsp; &nbsp;</p>
<ul>
<li>Sales-Revenue</li>
<li>&nbsp;Cost-Expense</li>
</ul>
<p>&nbsp; <img class="alignnone size-full wp-image-8268" src="https://newtekslateassets.s3.us-west-2.amazonaws.com/wp-content/uploads/2014/12/Screenshot_165.png" alt="Balance Accounts" width="201" height="99" /> &nbsp;</p>
<table style="height: 147px;" width="613">
<tbody>
<tr>
<td width="76">Content</td>
<td width="76">Jan</td>
<td width="76">Feb</td>
<td width="76">Mar</td>
<td width="76">Quater1</td>
</tr>
<tr>
<td width="76">Properties</td>
<td width="76">1</td>
<td width="76">1.1</td>
<td width="76">1.2</td>
<td width="76">1.2</td>
</tr>
<tr>
<td width="76">Loans</td>
<td width="76">0.5</td>
<td width="76">0.6</td>
<td width="76">0.7</td>
<td width="76">&nbsp;</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<ul>
<li>Assets-properties</li>
<li>Liabilities-loans</li>
</ul>
<h2><span style="font-size: 14pt; color: #e67e23;"><strong>For in-depth understanding click on:</strong></span></h2>
<ul>
<li><a href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></li>
<li><a href="https://tekslate.com/data-forms-dimensional-access-hyperion-plannings/" target="_blank" rel="noopener">Data Forms</a></li>
<li><a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></li>
<li class="title"><a class="current-page" href="https://tekslate.com/hyperion-planning-architecture/" target="_blank" rel="noopener">Hyperion Planning Architecture</a></li>
<li class="title"><a href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></li>
</ul>
<div class="tags">&nbsp;</div>

Figures of Hyperion Planning | Tekslate

Figure of Hyperion Plannings

figure-hyperion-plannings

<h2><span style="font-size: 14pt; color: #e67e23;">Steps to create a database source</span></h2>
<p>&nbsp; Open Hyperion workspace at port 19000</p>
<ul>
<li>Click on the navigate symbol</li>
<li>Click on administration<strong> - - &gt;</strong> classic application administration <strong> - - &gt;</strong>planning administration</li>
<li>Click on manage data source</li>
<li>Click on create a data source</li>
<li>Provide an appropriate data source name</li>
<li>Click on next</li>
<li>Select your type of RDMS server ( My SQL server)</li>
<li>Provide RDBMS server hostname or IP address</li>
<li>Provide your database name that is just you have created</li>
<li>Login details to the database server(admin, password)</li>
<li>Provide your Essbase server hostname and IP address</li>
<li>Login details to Essbase server( admin, password)</li>
<li>Click on test connection to verify connectivity of RDBMS and Esssbase</li>
<li>Wait till you see the succeeded massage</li>
<li>Click on finish</li>
</ul>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning Training? Then here is the blog post on, explore <a title="Hyperion Planning Training" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning Training</strong></span></a></em></p>
</blockquote>
<h2><span style="font-size: 14pt; color: #e67e23;">Steps to create a shared services application group:</span></h2>
<p>Open the shared services using the following URL http://Sharedservicesservername:28080/interop</p>
<ul>
<li>Provide the administrator login details</li>
<li>Click on login (admin, password)</li>
<li>Expand the properties</li>
<li>Right-click on Projects&nbsp;<strong> - - &gt;</strong> Click on new</li>
<li>Provide an appropriate project name</li>
<li>Click on Finish, Click on OK</li>
</ul>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Note:-</strong> </span></h3>
<p>The planning administrator (admin) who creates the planning application should have an appropriate role in shared services at the following location. Hyperion shared services (project name)&nbsp;<strong> - - &gt;</strong> Global roles&nbsp;<strong> - - &gt;</strong> Application creator&nbsp;<strong> - - &gt;</strong> Planning Application <strong> - - &gt;</strong> Exit from shared services</p>

How to create database source in Hyperion Planning

Steps to create a database source in Hyperion Plannings

steps-create-database-source-hyperion-plannings

<h2><span style="font-size: 14pt; color: #e67e23;"><strong>Dimensions</strong></span></h2>
<p style="text-align: justify;">When you create a multi-currency planning application, it generates an &ldquo;l&rdquo; standard dimension, and you can add &ldquo;13&rdquo; more dimensions.</p>
<h2><span style="font-size: 14pt; color: #e67e23;">Steps to add dimensions</span></h2>
<h3 style="text-align: justify;"><span style="font-size: 14pt; color: #e67e23;">Account types:</span></h3>
<p style="text-align: justify;">When we add the members under the account dimension, we have to select the appropriate account type for the measures.</p>
<ul>
<li style="text-align: justify;">A Revenue account indicates the income that is derived by selling the products and services.</li>
<li style="text-align: justify;">An Expense account type indicates various types of costs involved to manufacture the product (or) to offer the services.</li>
<li style="text-align: justify;">An Asset account type indicates the property that is being developed by realizing the profit of the company. All account receivables count under the category of asset account type.</li>
<li style="text-align: justify;">A Liability account type indicates the amount we woe to the outside creditors such as bank loans. All account payables come under the category of the liability account type.</li>
<li style="text-align: justify;">Equity is a kind of liability but it is linked with a net profit of the company.</li>
</ul>
<p style="text-align: justify;">&nbsp; &nbsp; &nbsp; &nbsp;Ex: Shares</p>
<ul>
<li style="text-align: justify;">If any of the measures under account dimension doesn&rsquo;t belong to any of the above account type categories, then we should receive that measures account type as saved Assumption.</li>
</ul>
<p style="text-align: justify;">&nbsp; &nbsp; &nbsp; &nbsp;Ex: No of units sold, unit price, account</p>
<h3 style="text-align: justify;"><span style="font-size: 14pt; color: #e67e23;"><strong>Variance Reporting</strong></span></h3>
<p style="text-align: justify;">The type of variance reporting decides how the variance formula is going to calculated for the measures. If the variance reporting type is an expense, then it uses the formula Budget &ndash; Actual. If the variance reporting is non-expense then it will use formula Actual &ndash; Budget.</p>
<h3 style="text-align: justify;"><span style="font-size: 14pt; color: #e67e23;"><strong>Time Balance</strong></span></h3>
<p style="text-align: justify;">Time Balance property decides how to calculate the values of the measure across the time period. All the Revenue and Expense Account types will use the as a time balance as this measure will be summarized across the Time Period.</p>
<p style="text-align: justify;">Assets and Liability account types come under the category of Balance as a time balance property as these measures will not be summarized across the time period.</p>
<ul style="text-align: justify;">
<li>Enable the Two-pass calculation for measures that calculate the percentage and ratio.</li>
<li>A plan type indicates a planning database under application by enabling the checkbox. We can include these measures into the appropriate planning database.</li>
<li>Select the appropriate consolidation operator such as +,-,~,&hellip;.</li>
<li>A source plan type indicates which planning database is going to acts as a source for other planning databases.</li>
<li>Select the data type as currency if the account type is other saved assumptions.</li>
</ul>
<h3 style="text-align: justify;"><span style="font-size: 14pt; color: #e67e23;"><strong> Currency Dimension properties</strong></span></h3>
<p style="text-align: justify;">When you open a currency dimension, you will see one currency is added by default and that is reporting currency or Base currency according to the selection we have made at the time of application creation.</p>
<ul style="text-align: justify;">
<li>Click on ADD to add another local currency that selects the currency code from the Dropdown list.</li>
</ul>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong> Entity Dimension</strong></span></h3>
<p>It is used to represent company business location by region wise.</p>
<ul>
<li style="text-align: justify;">Click on add child. Provide an appropriate name and Data storage. Select the Base currency from the dropdown list according to the region it belongs to leave the Data type as unspecified.</li>
</ul>
<blockquote>
<p style="text-align: center;"><em>Inclined to build a profession as Hyperion Planning? Then here is the blog post on, explore <a title="Hyperion Planning" href="hyperion-planning-training" target="_blank" rel="noopener"><span style="color: #e03e2d;"><strong>Hyperion Planning</strong></span></a></em></p>
</blockquote>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong> Scenario Dimension</strong></span></h3>
<p style="text-align: justify;">It is used to group all the related data, and it can have actual, Budget, and Forecast members.</p>
<p style="text-align: justify;">By default, we all get a scenario called current is created, and we can use this member or Delete this member.</p>
<ul style="text-align: justify;">
<li>To add a member click on add</li>
<li>Select the scenario member name, start year, start period, end year, end period according to the requirement</li>
<li>Select the appropriate data storage and level all other default selections and click on save</li>
</ul>
<h3><span style="font-size: 14pt; color: #e67e23;"><strong>Version</strong></span></h3>
<p style="text-align: justify;">It is used to maintain different versions of data for the same scenario members.</p>
<p style="text-align: justify;">This dimension is used to maintain different budget data by expecting different market conditions.</p>
<p style="text-align: justify;">There are two types of versions</p>
<ul style="text-align: justify;">
<li>The standard target type version is used to maintain the data at the top level measures, such s profits. We assign this target type version to the top-level management which will enable them to enter the budget data at the top level in the account dimension hierarchy.</li>
<li>Standard button up type version will be used by the budget which will enable them to enter the budget data using low-level measures in an account dimension hierarchy.</li>
</ul>
<h2 style="text-align: justify;"><span style="font-size: 14pt; color: #e67e23;"><strong>Refreshing the data</strong></span></h2>
<p style="text-align: justify;">Once we built the metadata then we have to push this metadata, into the Essbase server by using the following steps.</p>
<ul style="text-align: justify;">
<li>Click on Administration &agrave; manage database</li>
<li>Select the database and then click on create, if it is a first-time refresh</li>
<li>For further modifications to the planning application such as adding dimensions, members. Please click on the refresh</li>
<li>Click on refresh one more time</li>
<li>Click on finish once the status is shown as complete</li>
</ul>
<h2 style="text-align: justify;"><span style="font-size: 14pt; color: #e67e23;"><strong>For in-depth understanding click on:</strong></span></h2>
<ul style="text-align: justify;">
<li><a href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></li>
<li><a href="https://tekslate.com/data-forms-dimensional-access-hyperion-plannings/" target="_blank" rel="noopener">Data Forms</a></li>
<li><a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></li>
<li class="title"><a class="current-page" href="https://tekslate.com/hyperion-planning-architecture/" target="_blank" rel="noopener">Hyperion Planning Architecture</a></li>
<li class="title"><a href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></li>
</ul>
<div class="tags" style="text-align: justify;">&nbsp;</div>

Steps for adding dimensions in Hyperion Planning

Steps to add dimensions in Hyperion Plannings

steps-add-dimensions-hyperion-plannings

<h2><span style="font-size: 14pt; color: #e67e23;">Data Forms&nbsp; </span></h2>
<h3><span style="font-size: 12pt; color: #e67e23;">Steps to create a data form:</span></h3>
<ul>
<li><span style="font-size: 12pt;">Click on Administration</span></li>
<li><span style="font-size: 12pt;">Click on the manage data form</span></li>
<li><span style="font-size: 12pt;">Click on create on your LHS(Left Hand Side) to create a form folder, Provide a name and click OK</span></li>
<li><span style="font-size: 12pt;">Click on create on your RHS( Right Hand Side) to create a form, provide a name for the data form, and then choose the appropriate plan type and enable the checkbox for offline usage. If required to be used by an offline user</span></li>
<li><span style="font-size: 12pt;">Click on text</span></li>
<li><span style="font-size: 12pt;">Select Row and Column dimensions and then associate members</span></li>
<li><span style="font-size: 12pt;">By default, it will show two rows and columns only and add more rows or columns click on the add dimension</span></li>
<li><span style="font-size: 12pt;">Click on Next. There you can select some display options such as currency precisions, missing values as blank then click on Next</span></li>
<li><span style="font-size: 12pt;">By default, there are two business rules which are already selected</span></li>
</ul>
<p><span style="font-size: 12pt;">Calculate currency business rule will be used to convert the local currency into reporting currency. Calculate data form business rule will be used to aggregate the data form level &ldquo;0&rdquo; measures to the top level.</span></p>
<ul>
<li><span style="font-size: 12pt;">Click on properties in this window and enable run on load and run on save to automate the two business rules execution</span></li>
<li><span style="font-size: 12pt;">Click on next and your data form will be opened in a design mode, review it and then click on save</span></li>
<li><span style="font-size: 12pt;">Click on OK</span></li>
</ul>
<p><span style="font-size: 12pt;">Now open the data form in a run mode to enter the data and click in file and then save. Then data will be submitted to planning cube on the Essbase server &nbsp; &ldquo;Data form is like a template or user interface to enter budget data by the end-users or planners&rdquo; &ldquo;A person whoever enters the budget data or forecast data is called a planner&rdquo; A planner can&rsquo;t create data forms, since there is no administration icon available in the toolbar when the planning application is opened from the workspace. Note: In the Essbase server, the security filter takes only 64kb In front end data form there is read, write, and none options, in that write is only for editing the data form &nbsp;</span></p>
<h2><span style="font-size: 14pt; color: #e67e23;">Dimensional Access</span></h2>
<p><span style="font-size: 12pt;">when a planning application has been created by default, the following dimensions are secured dimensions accounts, entity scenario, and version. when u create a custom dimension &ndash; accounts entity, scenario, and version.</span></p>
<blockquote>
<p style="text-align: center;"><strong><span style="font-size: 12pt;"><em>Inclined to build a profession as Hyperion Essbase Training? Then here is the blog post on, explore <a title="Hyperion Essbase Training" href="oracle-hyperion-essbase-training" target="_blank" rel="noopener"><span style="color: #e03e2d;">Hyperion Essbase Training</span></a></em></span></strong></p>
</blockquote>
<p><span style="font-size: 12pt;">When you create a custom dimension we have an option to make them secured dimension by applying security.</span></p>
<p><span style="font-size: 12pt;">The prerequisite before proceeding with dimensional access is to have the provisioning done for all the users in shared services. also, we should enable the use of this application for all users from administrators under the maintenance mode of the application settings.</span></p>
<p><span style="font-size: 12pt;">Login as administrator through the workspace open planning application then click on administration and click dimensions.</span></p>
<p><span style="font-size: 12pt;">Select on account dimensions&nbsp; &rarr;select account dimension member &rarr;click assign access</span></p>
<p><span style="font-size: 12pt;">A small window will pop-up, click on add access &rarr;then it displays a list of available users and groups who were not provided with any type of access on this member .</span></p>
<p><span style="font-size: 12pt;">&rarr;select the users or group, choose the type of access as read or write according to the security requirements.</span></p>
<p><span style="font-size: 12pt;">(in requirements&nbsp; gathering there is security matrix is available)&nbsp; and then choose the type of relationships such as members, children&hellip;..</span></p>
<p><span style="font-size: 12pt;">&rarr;Click on Add</span></p>
<p><span style="font-size: 12pt;">&rarr;click on close</span></p>
<p><span style="font-size: 12pt;">Note:- the default access is none if you don&rsquo;t provide any other access. perform a similar procedure for secured dimensions as well. once you are done with dimensional access. create and refresh the security filters.</span></p>
<h2><span style="font-size: 12pt; color: #e67e23;"> <strong>For in-depth understanding click on:</strong></span></h2>
<ul>
<li><span style="font-size: 12pt;"><a href="https://tekslate.com/business-rules-hyperion-planning/" target="_blank" rel="noopener">Business Rules in Hyperion</a></span></li>
<li><span style="font-size: 12pt;"><a class="current-page" href="https://tekslate.com/figure-hyperion-plannings/" target="_blank" rel="noopener">Figure of Hyperion Plannings</a></span></li>
<li><span style="font-size: 12pt;"><a href="https://tekslate.com/hyperion-planning-interview-questions-answers" target="_blank" rel="noopener">Hyperion Planning Interview Questions</a></span></li>
<li class="title"><span style="font-size: 12pt;"><a class="current-page" href="https://tekslate.com/hyperion-planning-architecture/" target="_blank" rel="noopener">Hyperion Planning Architecture</a></span></li>
<li class="title"><span style="font-size: 12pt;"><a href="https://tekslate.com/introduction-hyperion-planning/" target="_blank" rel="noopener">Introduction to Hyperion</a></span></li>
</ul>
<div class="tags">&nbsp;</div>