AMY DEL ROSARIOAMYD@ADRANALYTICS.COM

@IDIOT4DOGS

ORACLE OPEN WORLDOCTOBER 2 , 2014

CON4308: Tips for Hyperion Planning To Use Today

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Benefits

Enhance User ExperienceOptimize CalculationsEase Administration and MaintenanceIncrease functionality

Hyperion Planning Features

MenusComposite Data FormsSmart ListsVariables

Run-Time Prompts (Calculation Manager) Substitution Variables (EAS) User Variables (Planning Preferences)

Text FieldsDate Fields

Menus

Data Form

Data Form

Business Rule

URLManage Process

Application

Navigate Between Data Forms

Use Existin

g Objects

Create a menuAdd objects to the menu

Data Form Business Rule URL Manage Process Application

Add the menu to a data form

Composite Data Forms

View multiple data forms at the same time

Composite Data Forms

Use Existing Data Forms

Create a composite data form

Select a formatAdd data formsSelect Business Rules and

properties

Smart Lists

Users select text from drop down lists within data cells

Run-Time Prompts

Can be set at different levels Global Application Plan Type

Prompts the user to provide input when a Business Rule is launched

Can be set to automatically use the POV and/or Page member selection within a data form

Substitution Variables (Sub Vars)

Essbase server variables reference information that changes

Set to equal a specific value

Value is passed to the object that utilizes the variable

Preceded by “&” when referenced

Sub Var Uses

Calculations Business Rules Member Formulas Calculation Scripts MaxL

Data FormsReports

User Variables

Filters the members displayed on rows, columns or pages

Administrator creates the user variable and associates it with a data form

Users set the members that they would like to use for the variable

Text & Date Fields

Enter text or date into a data cellText descriptions

Assets Employees Projects

Dates can be used in calculations Aging of receivables = Current Date – Invoice Date Expenses for Term Employees = IF (Current Date <

Term Date