Book Image

Getting Started with Oracle Hyperion Planning 11

By : Enti Sandeep Reddy
Book Image

Getting Started with Oracle Hyperion Planning 11

By: Enti Sandeep Reddy

Overview of this book

<p>Oracle Hyperion Planning is one of the many products in the Oracle Enterprise Performance Management software suite, an industry-leading Business Intelligence software package. The primary focus of the Hyperion Planning product is to provide a planning, budgeting, and forecasting solution that helps you manage and coordinate all your business planning and budgeting needs.</p> <p>This book is a practical guide to implementing a Hyperion Planning solution in your organization, which addresses all your planning, budgeting, and forecasting needs.</p> <p>You will begin with the installation of Hyperion Planning and then design Planning applications as per some example user requirements. You will then learn to create the planning objects. The book moves on to explaining important concepts within Hyperion Planning such as data forms, task lists, business rules, validation rules, and workflows, with the help of many real-world examples to maximize your learning. Towards the end of the book, you will cover user provisioning and access rights and budget process management.</p>
Table of Contents (23 chapters)
Getting Started with Oracle Hyperion Planning 11
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Implementing validation rules


In a validation rule, we need to set few conditions and upon failing to meet these conditions, an action has to be taken. Here, action would be as simple as coloring cells in a red color or providing validation message or even not letting that department from promoting its budget to the next level.

Now, as we understand that we need to define conditions. The basic question would be:

Where do we set these conditions?

Yes, it's the very basic question and the answer is, we do create validation rules within data forms and set conditions in the 'validation rule' of data form.

Now, without talking any more let us go to data form and understand directly from the application.

Go to our old friend 'Sample' data form from the 'Outsource' Planning application. Hold on; don't open the Data form, First we shall look at the option of creating the 'validation rule'. Hence, we need to go to the properties of the data form.

How do we go to the Data Form Properties?

  1. Go to Administration...