Steps to create variable in Business Rules in Hyperion plannings
Steps to Use a Global variable in an Existing Business Rules
- Open EAS Console and then Open the Business Rule
- Expand the repository View
- Expand the Rules
- Double Click on Business rule on which you want to Edit (for example Data Copy Business Rule)
- Click on the select source and then click on Year Dimension, Click on member selection then click on the Global variable tab.
Then Select Variable that you have already created.
- Similarly, click on Destination
Click on Year dimension, Click on the icon to select members then remove the selection which you’ve made already
- Click on Global Variables, Choose your Variable Click on à
Click OK, Click on save, Click on Validate
You should complete without any Errors.
- Now Open the planning application from Workspace, Click on Tools tab, Click on Business Rules their you must see the Business Rule that you’ve created in EAS
- Click on launch, Runtime prompt will appear, make the member selections
- Click on launch to execute this Business rule
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User variables make the Data forms more flexible to use among many user groups, Departments…..
- Open the Planning application
- Click on Administration
- Click on Manage user variables
- Click on Add
- Select the Dimension on which you want to create a variable then provide the variable name
- Click on OK
- Now open any Data form in Edit mode
- There you click on member selection Icon for the Dimension on which you have created a variable
- There you remove the Hard coding selection from RHS and then select the user variable which appears under substitution variable and click on Right arrow à
- Click on Submit, Save, OK
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.
- Click on File
- Click on Preferences
- Click on Planning
- Click on User Variable options tab
- There you must see the user variables that you have been created
- Click on icon to select the required member
- Make a member selection, Click on submit
- Click on OK
Now the Data form will be opened according to the user variable selections he made using above procedure.
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