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 spread


In this section, we'll learn how the data within a data form spreads across different periods or entities. These options are handy to the end user/planner in terms of filling in data forms.

Note

Typically, we have User Training as a part of Hyperion Planning implementation to train users how to use these options.

The following concepts will be explored as a part of data spread:

  • Time balance: In this section, we will explore all the option of Time Balance, which will impact the way the parent values are reflected. We'll see how data is spread depending upon the time balance property.

  • Miscellaneous options: There are some important options in the Hyperion Planning application, which we'll explore in this section:

    • Grid spread

    • Annotation and Cell Level docs

    • Supporting details

Time balance

If we had observed more closely, when we entered data for Jan in a data form, automatically the value was reflected for Quarter 1. It is because, January, February, and March should sum up to Quarter 1; that...