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

Data entry


We'll start the chapter with data entry operation. We, as a consulting team implementing Hyperion Planning, create forms so that planners/users can enter data, for example to provide their budget numbers. These data forms are prepared based on the budget templates of an organization. We will see how the same data entry behaves with her friendly Planning Standard dimensions in subsequent sections.

Dimensions and data entry

We'll see how the data cell nature changes with different dimension member selection. The dimensions that would make an impact are as follows:

  • Scenario

  • Version

  • Entity and Currency

Scenario Dimension

Open the 'sample' data form of the 'Outsourc' Planning application, which we created in the previous chapter. Before we study the nature of data form with respect to Scenario dimension, we need to recall that we created three members (Current, Actual, and Plan) to the Scenario dimension. It's better to quickly go to dimension properties and check them.

How do we look at the...