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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 select source and then click on Year Dimension, Click on member selection then click on 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 on 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, Run time prompt will appear, make the member selections
  • Click on launch to execute this Business rule
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User Variables

User variables make the Data forms more flexible to use among many user groups, Departments…..

Steps

  • 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.

For indepth understanding click on

 

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Steps to create variable in Business Rules in Hyperion plannings
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