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  • Oracle Hyperion Financial Management

    Administrator's Guide

    Release 11.1.2.2

  • Financial Management Administrator's Guide, 11.1.2.2

    Copyright 2000, 2012, Oracle and/or its affiliates. All rights reserved.

    Authors: EPM Information Development Team

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    The information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.

    If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf ofthe U.S. Government, the following notice is applicable:

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    Programs, software, databases, and related documentation and technical data delivered to U.S. Government customersare "commercial computer software" or "commercial technical data" pursuant to the applicable Federal AcquisitionRegulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, andadaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, tothe extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, CommercialComputer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

    This software or hardware is developed for general use in a variety of information management applications. It is notdeveloped or intended for use in any inherently dangerous applications, including applications that may create a risk ofpersonal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take allappropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliatesdisclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

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  • Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Chapter 1. About Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Financial Management Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    EPM Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Financial Management Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Scenario Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Year Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Period Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Entity Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Value Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Account Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Intercompany Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    View Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Custom Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    User-Defined Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Chapter 2. Managing Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

    Application Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

    Creating Application Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Entering Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Defining Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

    Editing Frequencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Editing Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Creating Custom Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

    Saving Application Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Creating Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Registering Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    Specifying Database Information for Extracting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

    Opening Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

    Closing Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

    Changing Application Server Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

    Viewing Application List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Deleting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Loading Application Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Extracting Application Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Copying Classic Administration Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

    Contents iii

  • Copying Performance Management Architect Applications . . . . . . . . . . . . . . . . . . . . . . . 41

    Copy as Classic Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Copy as Performance Management Architect When Source Application Exists atTarget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

    Using Sample Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

    Working with System Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Viewing and Printing System Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Deleting System Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    System Message Detail Strings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

    Managing System Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

    Viewing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Logging Out Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Managing Servers and Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

    Disabling and Enabling Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

    Synchronizing Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Auditing Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Auditing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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