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

Calculations in a Planning Application


The calculation part of Hyperion Planning can be achieved in three ways:

  • Outline or dimensional hierarchy.

  • Member formula

  • Business rules.

Using outline

We know that a Planning outline comprises all dimensions, members, and their respective hierarchies. Calculation is performed based on the way we design the dimensional hierarchy in a Planning outline. If we recall the two basic settings of dimension members, they are:

  • Consolidation

  • Storage

We learned about these two properties at length already in Chapter 6, Settings, under the Basics section. Please refer to it once before we presume our discussion.

Let us take the Account dimension of SRGD as an example and view its dimensional structure to understand this.

Log in to SRGD as an admin and take a look at the Account dimension hierarchy of the SRGD Planning application, as shown in the next screenshot:

We clearly observe that the parent members in the hierarchies have the storage property of Dynamic Calc and the...