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

Process management templates


We have understood very clearly that Planning is tracked with the help of a basic unit, that is, Planning Unit, which is a combination of Scenario, Version, Entity, and Secondary dimension. Now, this Planning Unit has to move from one owner/reviewer to the other and finally needs to get its approval. We'll learn about all the different states of a Planning Unit in its journey in a Workflow and what actions need to be performed to move from one state to another. We know the final destination, the Planning Unit needs to get 'Approved'. With that strong goal statement, let us start with Planning unit states.

Before we start, we need to recall the three process management templates:

  • Free-form budgeting

  • Bottom-up budgeting

  • Distributed budgeting

These templates indirectly influence the states and actions of a Planning Unit. We'll start with free-form budgeting in the next section.

Free-form budgeting

To understand free-form budgeting, we need to understand its actions and...