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

Planning Application creation process


In this section, we will learn the complete process of a typical Hyperion Planning application's creation. The following steps are in sequence and the order is important:

  • Import metadata: The very first step in a Planning application creation is to import metadata. We can import metadata either through a flat file or we can even import metadata directly from an external data source using 'Interface Tables'. In this chapter, we'll use a flat file that is already bundled with the Planning software for tutorial purpose. Remember that we had learned about importing Metadata with the help of 'Dimension Library' module.

  • Application creation: This is the step where we actually start creating an application. This process can be broken into three major activities. These three activities are elaborately discussed in the later part of this chapter.

    • Application type: In this section, we provide the very basic information of the Planning application name, its plan type...