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 Unit hierarchy


Now, we will try to understand the concepts of a Planning application, namely, the Planning Unit, which is helpful in Workflow of Budgeting process.

  • Planning Unit: We'll define and understand a 'Planning Unit' in a Hyperion Planning Application in this section.

  • Process Management Template: We'll introduce three types of templates in this section and understand the basics of the same. We'll explore more of the 'Process Management template' in the following chapter.

Planning Unit

What is a 'Planning Unit'?

The definition goes as the combination of a Scenario, Version, Entity, and an optional secondary dimension. Yes, the readers must be asking themselves "What is a secondary dimension?". We will come to that in a while.

This combination is the very basic unit, which plays an important role in tracing a Budget unit, that is, Planning Unit.

Let us elaborate a combination of a Scenario, Version, and Entity with the help of a simple English statement:

"First Draft" of the "New...