Oracle Hyperion 11.1.2.2 Tips and Tricksdbmanagement.info/Books/MIX/Hyperion_11... · Calculation Manager In Hyperion, variables are used to eliminate hardcoding and enable flexible

Oracle Hyperion 11.1.2.2 Tips and Tricks NEOAUG

Monday, October 22, 2012

Eric Sanders, Gordon Strodel

www.archetypeconsulting.com Archetype Consulting, Inc – Confidential > 2 10/26/2012

MANAGEMENT CONSULTING SYSTEMS IMPLEMENTATION MANAGED SERVICES

Agenda

• About Archetype • What’s New in 11.1.2.2:

• New User Interface • Calculation Manager • Manage Substitution Variables via Planning • Cell Data History • Rolling Forecast Forms • Breadcrumbs for Navigating Among Forms • Miscellaneous Tips & Tricks • Recommended IE settings • New HFM Features

• What’s New in 11.1.2.1: • Validation rules for cells, rows and columns • Sorting Web Forms and Grids • Row and column formulas • Ad Hoc Grids • Approvals • Smart View

• Migration Tips • Key Takeaways

About Archetype



Key Business Highlights:

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New User Interface for 11.1.2.2



Overview of New GUI


By default, users begin at the Task List home page in Planning:



Overview of New GUI


The main form selection page – one subtle difference is the tabs at the top:




This page is for editing webforms. If you click a webform here, it will not open!

Open the webforms over here!

Opening webforms has changed. This is a training point for users!



Webform Details


Webforms look slightly different:

Users can re-size columns by dragging edges

Selection arrow is rather small…



Webform Details


Webform page drop downs now have a search box (by default):

Calculation Manager in 11.1.2.2



Hyperion Planning 11.1.2.2

Calculation Manager

The calculation manager is the resource used in Hyperion 11.1.2.2 to manage, create, and modify the calculations, aggregations, and variables used in Hyperion (HFM, Planning & Essbase can all be managed here). NOTE: In version 11.1.2.1, you could choose between Calculation Manager and Business Rules - managed from Essbase Administration Console (EAS). Calculation Manager allows for more end-user development as there are preset templates available to use, a graphical interface for those who don’t want to edit Essbase code, and debugging help if the rule is not built correctly.



Overview & Navigation

Calculation Manager

Calculation Manager is accessed through Workspace in the “File” menu:



Editing, Modifying, and Deploying Rules

Calculation Manager

This area of the screen shows graphically how the rule is set-up.

This window is where things are edited, such as scripts, variables, text, or properties.

This area is for new objects, adding templates, or existing scripts/calculations.




Calculation Manager

Once the rule is saved, you must Validate then Deploy the rule from the ‘Actions’ menu. Validate ensures all of the code, setup, variables, dimension members, and anything else directly related to the rule is of proper syntax and exists in Hyperion. Use the validate and deploy function to save time. All rules must be deployed before they can be used!!




Calculation Manager

Note: All rules will return a similar error to the following on validate. This has to do with the fact that the rules are designed with local variables to pick up the members on the dataforms. However, these variables do not exist in Essbase, so the validation engine notifies the user that the rule passes validation in Planning but not Essbase. If a user receives this error, it can be disregarded.

See Oracle Knowledge Base Article 1235676.1 for a resolution.



Run Time Prompts and Variables – no major change from Business Rules

Calculation Manager

In Hyperion, variables are used to eliminate hardcoding and enable flexible calculations. Thus a user can create one calculation and have it run for a user selected dimension member, such as a department or version. In the script language, variables are called out with {} brackets.

To create and/or edit variables, access the variables editor from the ‘Tools’ menu in Calculation Manager:



Business Rule Security

Calculation Manager

Once a rule has been created in Calculation Manager, the admin will need to assign that rule to users or groups in order for Hyperion users to have access to the rules. If you are an admin user, on the lower, left side of the planning window is ‘Business Rule Security.’ Click on the ‘+’ next to this item to open the page to assign security to the rules.

Manage Substitution Variables via Planning



For Planning Applications

Manage Substitution Variables via Planning

To edit substitution variables: Administration > Manage > Variables > ‘Substitution Variables” tab • Changes here are pushed down into Essbase • If values are changed in EAS, the values display here after a page refresh

Cell Data History



Audit Selection

Cell Data History

To enable Cell Data History, the feature must first be enabled in Planning. Go to: Administration > Application > Reports > “Auditing” tab: Note: The web application server will need to be restarted.



Cell Data History

<< Right clicking a cell in a webform, “Show Change History”

Change History displays in new pop-up box.



Cell Data History

Data History can also be queried in SQL server backend for Hyperion. Use the HSP_AUDIT_RECORDS table. Filter by Type = ‘Data’ ID_1 = Webform ID where data changed ID_2 = Dimension intersection changed Also displays old/new values, User who changed the value, and the timestamp of change.

Rolling Forecast Webforms



Rolling Forecast Webforms

New Rolling forecast setup feature. NOTE: Year and Period have to be in the columns!

Breadcrumbs for Navigating Among Forms



Breadcrumbs for Navigating Among Forms

Administrators can set up forms so that planners can invoke them from

shortcut menus. This is how Workforce, Capital Expense and Project

Financial Planning are set up.

Invoking such forms using right-click (shortcut) menus, you can navigate

among them by:

• Clicking the hyperlinked form names at the top of the page. The links

reflect your navigation flow (also called “breadcrumbs”).

• Clicking the tab named for the form.

• Right-clicking and then selecting the form to move to.

Miscellaneous Tips



Miscellaneous Tips

Adding “All Years” Member

Click the “Add All Years” button to add the member to the year dimension. This allows users to view data across several years. Limitations: • “All Years” does not

include “No Year” • Workforce and CAPEX

modules do not support “All Years”



Grid Diagnostics

Grid Diagnostics gives the administrator the ability to see the typical load times for the webforms in the application. To run the utility: Tools > Diagnostics > Grids. Results below:



New User Interface peculiarities for 11.1.2.2

Lowest Level Dimension members (or other lowest level GUI items) always have a ‘+’ for expansion despite no children or descendants…



Running Business Rules


To show the business rules on a webform, click the down arrows, then click “Business rules for <form name>”





A slider window then pops up: To return to forms, click the up arrow, and select “Form Folder”:



Supporting Detail


When adding supporting detail to an empty cell, the user needs to click “Add Child” first!





When a Business Rule is run from a webform, a large white box appears and then a notification appears if the rule runs correctly:

Clicking the ‘X’ in this window will KILL the

business rule! Don’t close this box!! (Oracle BUG 14393132)

Business Rule finished:

Recommended Settings for IE Optimization



(On each users local version or IT pushed settings)

Settings for IE Optimization

Issue: User gets an error message when logging in post migration Clear the cache in Internet Explorer Go to: Tools > Internet Options > Delete Browsing History Check all boxes except History and Preserve Favorites website data Hit Delete! If this does not fix the error, check the compatibility settings.





Make sure that Compatibility View is turned off for this site. Go to: Tools > Compatibility View Settings Ensure that the site is not in the list of Compatibility View sites and that all checkboxes are unchecked.

Insert Domain Here





Issue: Menus aren’t working properly Go to: Internet Options > Security > Choose the zone where the address would fall under > Custom settings Ensure “Allow script-initiated windows without size or position constraints” is Enabled

HFM New Features 11.1.2.2



New HFM Features 11.1.2.2

CONFIGURE DIMENSIONALITY • Ability to create an application with more than four custom dimensions (unlimited

amount of custom dimensions)

• Can specify a dimension name and alias for custom dimensions, and specify the

dimension size (small, medium, or large).

• Can create additional custom dimensions for existing applications as well as

continuing to use existing Custom1, Custom2, Custom3, and Custom4

dimensions.

• An application must have at least two custom dimensions. The maximum

number of dimensions depends on the size of the custom dimension and the

type of database.

RULES

• New rule functions have been added and others modified to support configurable

dimensionality. See the Rule Functions section of the Oracle Hyperion Financial

Management Administrator's Guide. Select information taken from Oracle’s HFM New Features document:

http://docs.oracle.com/cd/E17236_01/epm.1112/hfm_new_features/hfm_new_features.html





User Interface Enhancements

HFM New Features 11.1.2.2

• Support for multiple applications in Oracle Hyperion Enterprise Performance

Management Workspace

• Support for multiple modules in an application

• Support for multiple documents or items in a module

• Improved menu navigation

• Improved overall screen layout

• Point of View improvements

• Member Selector improvements

• Improved Administration module layout

• Improved Document Manager and Task List management

• Improved Journals Module UI

• Improved system report creation

• Improved data grid and data form UI and design

• Consolidated Load and Extract functions screens

Select information taken from Oracle’s HFM New Features document:



New in 11.1.2.1


MANAGEMENT CONSULTING SYSTEMS IMPLEMENTATION MANAGED SERVICES 46

Web forms can use validation rules to ensure proper/desired data is being entered correctly into a particular data point. Validations can be set at grid, row, or column levels.

Validation Rules

Example validation rule with condition to highlight the offending cell RED.


MANAGEMENT CONSULTING SYSTEMS IMPLEMENTATION MANAGED SERVICES 47

When webforms are opened via Smartview, data validation rules also work and appear as text balloons:

Validation Rules


MANAGEMENT CONSULTING SYSTEMS IMPLEMENTATION MANAGED SERVICES 10/26/2012

www.archetypeconsulting.com 48

Hyperion Planning allows for the creation of formula rows and columns within individual web forms. To create a formula column, right click on an existing header to select “Add Formula Column.”

To modify the formula within that column, click on the letter heading the formula column. When selected, a formula bar will appear at the top of the editing box. From here, you can select which formula you would like use for the column selected.

Formula Rows & Columns



Ad Hoc Grids

Ad Hoc grids can be used for data analysis directly in Planning OR for creating webforms.

• Pivot function moves dimensions between POV and Col/Rows

• Select Members to choose dimension members (right-click little black arrows in POV)

• Hitting the Right Arrow refreshes the grid

• Save button at bottom to save as webform



Sorting on Webforms and Ad Hoc Grids

Grids and Webforms can be sorted…

Descending… Ascending…Ignoring Hierarchy

Cancel the Applied Sort



Formerly known as Workflow

Approvals

The approvals process in planning is the means by which the budget (or

forecast) is assigned to individual users for input and then promoted to

additional people for review and approval before being finalized and locked

down

The Approvals process uses a Version and Scenario combination provided

both members are enabled for use in the approvals process



Approvals

The planning units are arranged first by Entity and then by a user selected

dimension (if desired). For the client example, a planning unit is an Entity-

Department combination:



Each planning unit is assigned an original owner, a first approver, a second

approver/owner, and a final approver:

Approvals

Notifications can be sent by Planning to email of users if the user’s email exists

in the system, Planning is configured with the SMTP mail server, and the

Planning Server is allowed to send email through the company SMTP mail

server



Approvals

When a planning unit status is changed (i.e. promoted, approved, etc.) the

user has the ability to add a note to the action. These notes are saved in the

system as long as the approvals process remains activated.

Deactivating a planning unit from the approvals process removes all

commentary (approval notes, process flow, etc.) for that planning unit



Approvals

Approvals process can be tied in with Webform Validation rules. For example, if a

cell value is out of a certain range, the validation rule can block the promotion of

that particular planning unit.



Smart View

• New Home “Ribbon”

• Task List Integration

• Recent Connections List

Notes on Migration from Prev. Versions



Migration from Prev. Versions

• UDA's that are in planning but not being used will be lost during migration

• Composite Forms often do not import correctly and must be rebuilt

• Create a new relational database for Calculation Manager if one does not

already exist

• Security on Business Rules does not translate to security on Calculation

Manager Rules and must be rebuilt

• This is a general tip, but you can use

\oracle\middleware\user_projects\epmsystem**\bin\validate.bat to validate

the installation

• Uninstall existing clients (EAS Console, Financial Reporting Studio,

SmartView) and reinstall using the new installers

Key Takeaways



Key Takeaways

1. Hyperion Planning has some significant UI differences from 11.1.2.1 and older which need to be addressed with users (i.e. training and setup)

2. Calc Manager and Substitution variables in Planning means more centralized maintenance, but training for administrators

3. Cell Data History provides better ability to monitor changes in data

4. Additional reasons to upgrade when considering the features added in 11.1.2.1 – primarily Validation Rules and Web Form formula columns

5. Patch “300” is scheduled to be released in the coming months

Eric Sanders Vice President 617.549.4661 [email protected]

Gordon Strodel Consultant, Hyperion Developer 603.520.6952 [email protected]

Documents

Oracle Hyperion 11.1.2.2 Tips and Tricksdbmanagement.info/Books/MIX/Hyperion_11... · Calculation Manager In Hyperion, variables are used to eliminate hardcoding and enable flexible