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

Policies and validation rules


Organization policy needs to be understood clearly as the very first thing. Once we understand the policy, we need to create data form in a manner that we can write a validation rule to get the policy alive.

From the previous sections, we have understood how data cells of rows and columns dance to the tunes of validation rules, which is important to understand.

Note

We generally change the design of the data form to create a validation rule to suit to the needs of the organization policy.

Finally, we are able to see how the broad-level organization policies can also be incorporated in the granular validation rules in our Hyperion Planning application.

Therefore, common policies like flagging the cost in the data form in red when the cost increases more than the actual cost value of last year or policy like the bonus expense of a department has to be flagged in green if it falls in a specific range.

This way, we can imagine our requirements and can create validation...