Administering Planning for Oracle Planning and Budgeting Cloud

Administering Planning for Oracle Planning and Budgeting Cloud
Oracle® Cloud
Administering Planning for Oracle Planning and Budgeting Cloud
E70280-13
Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud,
E70280-13
Copyright © 2001, 2017, Oracle and/or its affiliates. All rights reserved.
Primary Author: EPM Information Development Team
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Contents
Documentation Accessibility .................................................................................................................... xv
Documentation Feedback ....................................................................................................................... xvii
1 Getting Started
About Planning .........................................................................................................................................
1-1
About the Application..............................................................................................................................
1-1
Application Features ................................................................................................................................
1-1
About the Home Page ..............................................................................................................................
1-2
Launching the Application......................................................................................................................
1-4
Considerations When Using the Application Interface ......................................................................
1-5
Managing Application Access ................................................................................................................
1-5
Enabling Access to Application Artifacts On Mobile Devices...................................................
1-5
About Cell Formatting.....................................................................................................................
1-6
Copying and Pasting Data Between Microsoft Excel and Application Web Forms...............
1-6
About Instant Save ...........................................................................................................................
1-6
About Autosave................................................................................................................................
1-7
2 Creating an Application
About Creating an Application ..............................................................................................................
2-1
Selecting the Application Type...............................................................................................................
2-2
Creating a Reporting Application ..........................................................................................................
2-3
Creating a Sample Application...............................................................................................................
2-4
Creating a Standard Application............................................................................................................
2-4
Choosing Setup Options ..........................................................................................................................
2-5
Setting Up Currencies......................................................................................................................
2-5
Customizing the Cube Names........................................................................................................
2-8
Setting Up the Calendar ..................................................................................................................
2-9
Setting Up Custom Dimensions and Metadata ......................................................................... 2-10
Taking the Product Tour........................................................................................................................ 2-11
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3 Setting Up Access Permissions
About User and Role Management........................................................................................................
3-1
Application Artifacts That Can Be Assigned Permissions .................................................................
3-1
Types of Access Permissions...................................................................................................................
3-2
Managing Permissions to Artifacts ........................................................................................................
3-3
About Assigning Permissions to Forms, Rules, and Folders.....................................................
3-3
Adding, Changing, and Removing Permissions to Forms and Folders...................................
3-4
Adding, Changing, and Removing Permissions to Rules and Rules Folders .........................
3-5
Adding, Changing, and Removing Permissions to Dashboards...............................................
3-6
Reporting on Access Permissions...........................................................................................................
3-6
Working with Access Permissions Reports ..................................................................................
3-7
Setting Up Audit Trails....................................................................................................................
3-7
Examples of Tracked Actions .........................................................................................................
3-9
4 Managing Applications
Application Overview..............................................................................................................................
4-1
Refreshing the Application......................................................................................................................
4-2
Managing Cubes .......................................................................................................................................
4-2
Viewing and Managing Cubes .......................................................................................................
4-2
Adding Cubes ...................................................................................................................................
4-3
Clearing Cubes..................................................................................................................................
4-3
Managing Dimensions .............................................................................................................................
4-5
Filtering the Dimension View by Cube.........................................................................................
4-6
Creating Dimensions .......................................................................................................................
4-7
Viewing Activity Reports ........................................................................................................................
4-7
Importing and Exporting Data and Metadata......................................................................................
4-7
Importing Metadata .........................................................................................................................
4-8
Exporting Metadata ....................................................................................................................... 4-13
Importing and Exporting Data ..................................................................................................... 4-13
Importing Exchange Rates for a Simplified Multicurrency Application........................................ 4-18
Creating and Refreshing Application Databases ............................................................................... 4-18
Creating Application Databases................................................................................................... 4-19
Before Refreshing the Database.................................................................................................... 4-19
Refreshing Application Databases............................................................................................... 4-19
Adding an Aggregate Storage Outline to an Application ................................................................ 4-20
About Aggregate Storage.............................................................................................................. 4-20
Aggregate Storage Outline Cube Characteristics ...................................................................... 4-20
Process for Adding an Aggregate Storage Database to an Application................................. 4-20
Converting to a Standard or Enterprise Application ........................................................................ 4-21
Converting an Oracle Planning and Budgeting Cloud Application to an Oracle Enterprise
Planning and Budgeting Cloud Application ........................................................................ 4-22
Conversion Considerations........................................................................................................... 4-23
iv
Removing an Application...................................................................................................................... 4-23
Setting Service Maintenance Time ....................................................................................................... 4-24
Uploading and Downloading Files Using the Application Inbox and Outbox............................. 4-24
5 Editing Dimensions in the Simplified Dimension Editor
About Editing Dimensions in the Simplified Dimension Editor .......................................................
5-1
Accessing the Simplified Dimension Editor .........................................................................................
5-1
Working with the Simplified Dimension Editor Grid.........................................................................
5-2
Switching to Another Dimension...................................................................................................
5-2
Customizing the Column Layout ..................................................................................................
5-2
Viewing Ancestors ...........................................................................................................................
5-3
Showing Member Usage in an Application..................................................................................
5-3
Focusing Your Editing .....................................................................................................................
5-4
Finding Members .............................................................................................................................
5-4
Sorting Members ..............................................................................................................................
5-4
Moving Members to Another Hierarchy ......................................................................................
5-5
Working with Member Formulas ..................................................................................................
5-5
Copying Member Names from Microsoft Excel ..........................................................................
5-6
Editing Dimension Properties in the Simplified Dimension Editor..................................................
5-6
Editing Member Properties in the Simplified Dimension Editor ......................................................
5-8
Adding Members in the Simplified Dimension Editor............................................................. 5-12
Editing Members in the Simplified Dimension Editor ............................................................. 5-13
Deleting Members in the Simplified Dimension Editor ........................................................... 5-14
Adding Shared Members in the Simplified Dimension Editor ............................................... 5-15
6 Designing Custom Navigation Flows
Understanding Navigation Flows..........................................................................................................
6-1
What Can Be Customized in the Application Interface? ............................................................
6-1
Navigation Flow Customization Categories ................................................................................
6-2
Navigation Flow Permissions.........................................................................................................
6-2
Predefined Navigation Flows.........................................................................................................
6-2
Viewing and Working with Navigation Flows ....................................................................................
6-3
Creating and Duplicating Navigation Flows ...............................................................................
6-3
Editing a Navigation Flow ..............................................................................................................
6-4
Activating and Deactivating Navigation Flows ..........................................................................
6-5
Customizing Labels for Cards, Tabs, and Clusters .....................................................................
6-5
Customizing Icons for Cards and Vertical Tabs ..........................................................................
6-6
Hiding and Unhiding Cards and Tabs..........................................................................................
6-6
Changing the Display Order of Cards on the Home Page.........................................................
6-7
Adding Cards....................................................................................................................................
6-7
Adding Tabs to a Tabular Page ......................................................................................................
6-8
Removing Navigation Flows, Cards, and Tabs ...........................................................................
6-9
Grouping Cards into Clusters ...................................................................................................... 6-10
v
Reloading a Navigation Flow ....................................................................................................... 6-11
Switching Navigation Flows at Runtime .................................................................................... 6-11
7 Designing Dashboards
The Power of Dashboards .......................................................................................................................
7-1
Concepts in Designing Dashboards .......................................................................................................
7-2
Designing Dashboards .............................................................................................................................
7-3
About Your Dashboard's Layout............................................................................................................
7-5
About the Gauge Chart Type..................................................................................................................
7-6
About Global and Local POVs................................................................................................................
7-8
Comparing Dashboards to Composite Forms......................................................................................
7-9
8 Managing Sandboxes
About Sandboxes ......................................................................................................................................
8-1
Enabling Sandboxes .................................................................................................................................
8-2
Enabling Version Members .....................................................................................................................
8-3
How Sandboxes Work with HSP_View and Version Members ........................................................
8-3
The HSP_View Dimension..............................................................................................................
8-4
Sample Formula for the ConsolidatedData Member ..................................................................
8-4
Sandbox Version Members .............................................................................................................
8-5
Sandbox Implications on Member Formulas ...............................................................................
8-5
What Happens When a Sandbox is Published? ...................................................................................
8-6
Managing Sandboxes ...............................................................................................................................
8-6
Sandboxes and Other Functionality.......................................................................................................
8-6
9 Managing Jobs
How Jobs Save You Time ........................................................................................................................
9-1
Viewing Pending Jobs and Recent Activity ..........................................................................................
9-1
Scheduling Jobs .........................................................................................................................................
9-2
Editing and Canceling Jobs .....................................................................................................................
9-3
Canceling Rules Jobs and Ruleset Jobs ..................................................................................................
9-3
Downloading Export Files From Your Outbox ....................................................................................
9-3
10 Defining Valid Intersections
Understanding Valid Intersections ...................................................................................................... 10-1
Valid Intersection Groups ............................................................................................................. 10-1
Valid Intersection Rules................................................................................................................. 10-2
Anchor and Nonanchor Dimensions........................................................................................... 10-2
Valid Intersection Examples ......................................................................................................... 10-3
Redundancy or Overlap in Valid Intersection Rules ................................................................ 10-6
Shared Members and Valid Intersection Rules.......................................................................... 10-6
Substitution Variables and Valid Intersection Rules................................................................. 10-6
Evaluation Order ............................................................................................................................ 10-7
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Creating Valid Intersections.................................................................................................................. 10-7
Managing Valid Intersections ............................................................................................................... 10-8
Viewing Valid Intersections.......................................................................................................... 10-8
Changing the Valid Intersection Group Evaluation Order...................................................... 10-9
Disabling and Enabling Valid Intersection Groups .................................................................. 10-9
Editing Details for a Valid Intersection Group .......................................................................... 10-9
Duplicating Valid Intersection Groups ..................................................................................... 10-10
Deleting a Valid Intersection Group.......................................................................................... 10-11
Suppressing Invalid Data in Forms.................................................................................................... 10-11
Clearing Invalid Data ........................................................................................................................... 10-11
About Invalid Data....................................................................................................................... 10-11
Working With Invalid Intersection Reports ............................................................................. 10-12
Clearing Data at Invalid Intersections....................................................................................... 10-12
Working with Valid Intersections ...................................................................................................... 10-12
Working with Valid Intersections in Application Forms ....................................................... 10-13
Working with Valid Intersections in Calculation Manager Rule Runtime Prompts.......... 10-14
11 Defining Data Maps
Understanding Data Maps .................................................................................................................... 11-1
About Applications ........................................................................................................................ 11-1
About Reporting Cubes................................................................................................................. 11-2
Unsupported Features with Data Maps...................................................................................... 11-2
Data Maps and Substitution Variables........................................................................................ 11-2
Creating Data Maps................................................................................................................................ 11-3
Refreshing Data Maps............................................................................................................................ 11-3
Managing Data Maps ............................................................................................................................. 11-3
Changing Mapping Information.................................................................................................. 11-4
Mapping Unmapped Dimensions ............................................................................................... 11-4
Defining Data Map Options.......................................................................................................... 11-4
Editing Details for a Data Map..................................................................................................... 11-6
Duplicating a Data Map ................................................................................................................ 11-6
Deleting a Data Map ...................................................................................................................... 11-6
Synchronizing Smart Lists in Reporting Applications ............................................................. 11-6
Setting Data Options ...................................................................................................................... 11-7
Validation Rules for Default Members ....................................................................................... 11-7
Moving Data ............................................................................................................................................ 11-8
Moving Data to a Reporting Cube ............................................................................................... 11-8
Moving Data from One Cube to Another Cube (Smart Push)................................................. 11-9
12 Using the Member Selector
Working with Members......................................................................................................................... 12-1
Making Selections ................................................................................................................................... 12-1
Member Relationships ........................................................................................................................... 12-3
vii
Using Wildcards in Searches................................................................................................................. 12-5
Selecting Attribute Values as Members............................................................................................... 12-5
Selecting Members for Forms ............................................................................................................... 12-8
Selecting Substitution Variables as Members..................................................................................... 12-9
Selecting User Variables as Members ................................................................................................ 12-10
13 Managing Data Validation
Creating and Updating Data Validation Rules .................................................................................. 13-1
Formatting Cells and Setting the Promotional Path .......................................................................... 13-4
Viewing Data Validation Rules ............................................................................................................ 13-5
Order of Evaluation and Execution for Data Validation Rules........................................................ 13-5
Conditions Supported by the Rule Builder......................................................................................... 13-6
If Condition Values ........................................................................................................................ 13-6
Then Condition Values................................................................................................................ 13-13
Range Condition Values.............................................................................................................. 13-14
Data Validation Conditional Operators ............................................................................................ 13-14
Data Validation Rule Scenarios .......................................................................................................... 13-16
14 Managing Application Settings
What Application Settings Can I Specify? .......................................................................................... 14-1
Displaying the Standard User Interface .............................................................................................. 14-2
Displaying the Simplified Interface ..................................................................................................... 14-2
Defining User Variables......................................................................................................................... 14-2
Customizing Your Display.................................................................................................................... 14-2
Announcing Upcoming Events ............................................................................................................ 14-3
Customizing Artifact Labels by Language ......................................................................................... 14-3
Which Artifact Labels Can be Localized? ................................................................................... 14-4
Working With the Artifact Labels Grid....................................................................................... 14-5
Adding Languages and Defining Localized Artifact Labels.................................................... 14-5
Exporting and Importing Artifact Labels for Editing ............................................................... 14-6
15 Managing Application Databases
Managing Exchange Rates for Standard Multicurrency Applications ........................................... 15-1
Creating Exchange Rate Tables for Standard Multicurrency Applications........................... 15-2
Editing Exchange Rate Tables for Standard Multicurrency Applications ............................. 15-2
Deleting Exchange Rate Tables for Standard Multicurrency Applications ........................... 15-4
Managing Currency Conversions for Multicurrency Applications ................................................ 15-4
Working with Currency Conversion Calculation Scripts for Multicurrency Applications......... 15-4
16 Accessing More Administrative Tasks
About the Navigator Menu ................................................................................................................... 16-1
Administering Application Settings .................................................................................................... 16-2
Setting Application Defaults......................................................................................................... 16-2
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Specifying System Settings ........................................................................................................... 16-3
Limiting Use of an Application .................................................................................................... 16-4
Specifying Custom Tools............................................................................................................... 16-5
Administering Data Load Settings....................................................................................................... 16-5
Importing Using Data Management .................................................................................................... 16-6
Importing Data Using Data Management .................................................................................. 16-7
Scheduling Jobs in Data Management ...................................................................................... 16-12
Drilling Through to Source Data................................................................................................ 16-13
For More Information .................................................................................................................. 16-13
Administering Action Menus ............................................................................................................. 16-15
Creating and Updating Action Menus...................................................................................... 16-16
Working with Action Menu Items ............................................................................................. 16-16
Defining Action Menu Items ...................................................................................................... 16-17
Administering Alias Tables................................................................................................................. 16-20
About Aliases ................................................................................................................................ 16-20
About Alias Tables ....................................................................................................................... 16-21
Working with Alias Tables ......................................................................................................... 16-21
Specifying a Default Alias Table and Setting Member and Alias Display Options ........... 16-22
Administering Dimensions ................................................................................................................. 16-23
Dimension Overview ................................................................................................................... 16-23
Working with Dimension Hierarchies ...................................................................................... 16-24
About Custom Dimensions......................................................................................................... 16-30
About Entities ............................................................................................................................... 16-32
About Accounts ............................................................................................................................ 16-33
Accounts, Entities, Periods, and Cubes..................................................................................... 16-37
About User-Defined Custom Dimensions................................................................................ 16-38
Adding or Editing User-Defined Custom Dimensions .......................................................... 16-38
Working with Members .............................................................................................................. 16-41
Working with Attributes ............................................................................................................. 16-49
Working with Attribute Values.................................................................................................. 16-51
Customizing Calendars ............................................................................................................... 16-53
Setting Up Currencies.................................................................................................................. 16-58
Setting Up Scenarios and Specifying Versions ........................................................................ 16-67
Setting up Dynamic Time Series Members............................................................................... 16-73
Working with UDAs .................................................................................................................... 16-75
Working with Member Formulas .............................................................................................. 16-77
Administering Forms ........................................................................................................................... 16-82
About Forms ................................................................................................................................. 16-82
Understanding Implied Sharing in Forms................................................................................ 16-85
Creating Simple Forms ................................................................................................................ 16-86
Creating Composite Forms ......................................................................................................... 16-99
Designing Specific Types of Forms.......................................................................................... 16-108
Working with Forms and Form Components........................................................................ 16-112
ix
Managing Forms and Folders................................................................................................... 16-116
Administering Rules .......................................................................................................................... 16-118
About Business Rules ................................................................................................................ 16-118
Selecting Business Rules............................................................................................................ 16-118
Setting Business Rule Properties.............................................................................................. 16-119
About Runtime Prompts ........................................................................................................... 16-120
Understanding Runtime Prompts............................................................................................ 16-121
About Runtime Prompts and Approvals Security ................................................................ 16-126
Designing Secure Runtime Prompts........................................................................................ 16-127
Using Groovy Rules ................................................................................................................... 16-128
Administering Rules Security ........................................................................................................... 16-129
Assigning Access to Rules......................................................................................................... 16-129
Adding, Editing, and Removing Access to Rules.................................................................. 16-129
Administering Smart Lists................................................................................................................. 16-130
Working with Smart Lists ......................................................................................................... 16-130
Adding or Changing Smart List Properties............................................................................ 16-131
Adding or Changing Smart List Entries ................................................................................. 16-133
Previewing Smart Lists.............................................................................................................. 16-133
Displaying #MISSING with Smart Lists ................................................................................. 16-134
Administering Task Lists................................................................................................................... 16-134
Working with Task Lists ........................................................................................................... 16-134
Adding Instructions to Task Lists............................................................................................ 16-135
Adding Tasks to Task Lists ....................................................................................................... 16-135
Editing Task Lists ....................................................................................................................... 16-137
Assigning Access to Task Lists................................................................................................. 16-140
Setting User Preferences .................................................................................................................... 16-141
Administering Variables.................................................................................................................... 16-142
Working with Substitution Variables...................................................................................... 16-142
Working with User Variables ................................................................................................... 16-143
Clearing Cell Details........................................................................................................................... 16-146
Copying Data....................................................................................................................................... 16-147
Administering the Application Monitor ......................................................................................... 16-148
About the Application Monitor................................................................................................ 16-149
Assumptions ............................................................................................................................... 16-149
How the Application Monitor Works ..................................................................................... 16-149
Using the Application Monitor Graphs .................................................................................. 16-150
Launching the Application Monitor........................................................................................ 16-151
Modifying Artifacts for Optimal Performance ...................................................................... 16-152
Managing Approvals ......................................................................................................................... 16-152
About the Approvals Process ................................................................................................... 16-153
Defining the Approvals Process............................................................................................... 16-154
Starting and Supporting the Review Process ......................................................................... 16-155
Printing Approval Unit Annotations ...................................................................................... 16-156
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Creating Approval Status Reports........................................................................................... 16-157
Approval Unit Promotional Path............................................................................................. 16-158
Managing Approval Unit Hierarchies............................................................................................. 16-161
About Approval Unit Hierarchies ........................................................................................... 16-161
Working with Approval Unit Hierarchies.............................................................................. 16-161
Assigning Approval Unit Hierarchy Scenario and Version Combinations ............................... 16-173
A Naming Restrictions
Restrictions for Applications and Databases ........................................................................................ A-1
Restrictions for Dimensions, Members, Aliases, and Forms .............................................................. A-2
Dimension and Member Names in Calculation Scripts, Report Scripts, Formulas, Filters, and
Substitution Variables ........................................................................................................................ A-5
Restrictions for User and Group Names ............................................................................................... A-6
B Form Formula Functions
About Form Formula Functions ............................................................................................................. B-1
Working with Formulas........................................................................................................................... B-1
Creating Formulas ........................................................................................................................... B-1
Editing Formulas ............................................................................................................................. B-2
Deleting Formulas ............................................................................................................................ B-2
Formula Functions.................................................................................................................................... B-2
Arguments......................................................................................................................................... B-4
Abs...................................................................................................................................................... B-9
Average.............................................................................................................................................. B-9
AverageA......................................................................................................................................... B-10
Count................................................................................................................................................ B-11
CountA............................................................................................................................................. B-12
Difference......................................................................................................................................... B-13
Eval ................................................................................................................................................... B-14
IfThen, If........................................................................................................................................... B-14
Max ................................................................................................................................................... B-18
Min.................................................................................................................................................... B-18
Mod .................................................................................................................................................. B-19
PercentOfTotal ................................................................................................................................ B-20
Pi ....................................................................................................................................................... B-21
Product............................................................................................................................................. B-21
Random............................................................................................................................................ B-22
Round............................................................................................................................................... B-22
Sqrt.................................................................................................................................................... B-23
Sum................................................................................................................................................... B-23
Truncate/Trunc .............................................................................................................................. B-24
Variance/Var .................................................................................................................................. B-25
VariancePercent/VarPer ............................................................................................................... B-27
xi
C Optimizing the Application
Optimizing Performance ......................................................................................................................... C-1
About Reordering Dimensions....................................................................................................... C-1
Writing #MISSING Values .............................................................................................................. C-1
Other Performance Optimization Tips.......................................................................................... C-2
D Using Smart View to Manage Applications
About Managing Applications in Smart View ..................................................................................... D-1
Downloading the Application Templates ............................................................................................. D-1
Downloading the Template in Smart View .................................................................................. D-2
Downloading the Application Template Zip File from the Cloud Service.............................. D-2
Creating an Application........................................................................................................................... D-3
Working with Artifacts in the Application Template ......................................................................... D-4
About Working with Artifacts in the Application Template..................................................... D-5
Application Definition ..................................................................................................................... D-5
Dimension Definition....................................................................................................................... D-9
Attribute Dimension Definition ..................................................................................................
D-10
Data Definition...............................................................................................................................
D-12
Substitution Variable Definition .................................................................................................
D-13
Security Definition ........................................................................................................................
D-14
Advanced Settings Definition......................................................................................................
D-16
Updating an Application in Smart View............................................................................................
D-19
Deleting an Application........................................................................................................................
D-20
E Using Smart View to Import and Edit Application Metadata
About Smart View .................................................................................................................................... E-1
Importing Planning Dimensions in Smart View.................................................................................. E-2
Importing Dimensions in Smart View .......................................................................................... E-2
Using Smart View Grids.................................................................................................................. E-2
Editing Members in Smart View ............................................................................................................ E-5
Adding Application Members in Smart View...................................................................................... E-6
Adding Members in Smart View ................................................................................................... E-6
Guidelines for Adding Members in Smart View......................................................................... E-7
Moving Members in Smart View ........................................................................................................... E-8
Guidelines for Moving Members in Smart View ................................................................................. E-8
Working with Attribute Dimensions ..................................................................................................... E-8
Adding Attribute Dimension Members........................................................................................ E-9
Associating Attribute Dimension Members with Dimension Members................................ E-10
Designating Shared Members in Smart View..................................................................................... E-12
Refreshing and Creating Databases in Smart View........................................................................... E-12
xii
F Designing Your Application
Getting Started .......................................................................................................................................... F-1
Planning Your Application...................................................................................................................... F-3
Putting It All Together ............................................................................................................................. F-5
Design Walkthrough ................................................................................................................................ F-6
G PBCS Plus One Business Process Option
xiii
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xvii
1
Getting Started
Related Topics:
About Planning
About the Application
Application Features
About the Home Page
Launching the Application
Considerations When Using the Application Interface
Managing Application Access
About Planning
Use Oracle Hyperion Planning to drive collaborative, event-based planning processes.
Decision-makers and managers collaborate with budget holders to optimize the
planning process, adapting rapidly and ensuring optimal plans.
About the Application
An application is a related set of dimensions and dimension members used to meet a
set of planning needs. Each application has its own accounts, entities, scenarios, and
other data elements.
See this guide for application administration tasks, including:
•
Creating, deleting, and managing an application
•
Creating forms, task lists, and menus
•
Managing currency conversions and exchange rates
•
Identifying the review and approval process, requirements, and participants, and
managing the budgeting process
Application Features
The application:
•
Facilitates collaboration, communication, and control across multidivisional
global enterprises
•
Provides a framework for perpetual planning, to manage volatility and frequent
planning cycles
Getting Started 1-1
About the Home Page
•
Decreases the total cost of ownership through a shorter roll out and
implementation phase, and easier maintenance for an application
•
Enhances decision-making with reporting, analysis, and planning
•
Promotes modeling with complex business rules and allocations
•
Integrates with other systems to load data
Watch this overview video for an introduction to the key features in the application.
Overview Video
Links to topics about the key application features described in the video:
•
Designing Dashboards
•
Managing Sandboxes
•
Working with Attributes
•
Focusing Your Analysis with Ad Hoc Grids
•
Defining Valid Intersections
•
Moving Data from One Cube to Another Cube (Smart Push)
•
Using Your Own Excel Formulas in Planning
About the Home Page
After you create the application, the Home page is the launch point for accessing your
planning tasks. For example, planners can access their tasks, work with data, approve
budgets, view reports, and control settings. Administrators can manage and customize
the application, import and export data and metadata, schedule jobs, define valid
intersections, and make announcements.
1-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
About the Home Page
The Navigator icon
in the upper left corner of the Home page opens the
Navigator menu, which serves as a sitemap of the application and displays links to all
of the application pages to which you have access.
To refresh the Home page or to return to it after working elsewhere in the application,
click the Home icon
.
The left side of the Home page displays a greeting and the announcement area. The
announcement area displays any system announcements entered by the administrator
and helps you track your activity.
Getting Started 1-3
Launching the Application
•
Activity—Summarizes system announcements (the most recent announcement,
sorted by effective date, appears at the top) and lists your open tasks
•
Recent—Displays a list of links to recently visited forms and dashboards (up to 15
items). Clicking a link will launch the item in a secondary window. Clicking the
star next to a link will tag it as a favorite.
•
Favorites—Displays a list of links to forms or dashboards that were tagged as
favorites, and prevents them from being overwritten. Click a link in Favorites to
launch the item in a secondary window.
•
Tour—Links you to a video about key features in the application.
To add items to Favorites:
1.
Click Recent to view your recent user activity.
2.
Click the star to the right of the item.
Launching the Application
To launch the application, enter the following URL in a new browser window:
https://Oracle PBCS service name/HyperionPlanning;
For example:
https://testnew1-testnew1.pbcs.us1.oraclecloud.com/HyperionPlanning
For information about enabling access to application artifacts on mobile devices and
for considerations when using the application, see Managing Application Access.
1-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Considerations When Using the Application Interface
Considerations When Using the Application Interface
Note the following considerations when using the application interface:
•
The interface supports only Landscape mode for iPad and Android tablets.
•
The user experience on tablets is better on iPad than on Android devices.
•
Oracle recommends using the Safari web browser with iPads and Google Chrome
with Android devices.
•
If you use Internet Explorer (IE) 11, Oracle recommends that you use IE 11 in
standard mode.
•
A PDF viewer is required to view reports on the tablet. Oracle recommends the
Adobe PDF viewer, but it can be opened in Kindle or Polaris Office on Android
devices or a similar application on the iPad.
•
For information on copying and pasting data between Microsoft Excel and
application web forms, see Copying and Pasting Data Between Microsoft Excel
and Application Web Forms.
Managing Application Access
Related Topics:
Enabling Access to Application Artifacts On Mobile Devices
About Cell Formatting
Copying and Pasting Data Between Microsoft Excel and Application Web Forms
About Instant Save
About Autosave
Enabling Access to Application Artifacts On Mobile Devices
To work with artifacts such as forms, task lists, and business rules on mobile devices,
administrators must enable access to those artifacts for users.
To enable access to application artifacts on mobile devices:
1. From the Home page, click Navigator
Simplified Interface.
2. In Access Simplified Interface, click
selector.
, and then under Setup, click Access
to launch the forms, tasks, and rules
3. In the Selector, select the forms, tasks, and rules you want to enable for mobile
device access, and then click OK.
4. Back in Access Simplified Interface, select the Forms, Tasks, and Rules tabs to
view the artifacts that are enabled for mobile device access.
Getting Started 1-5
Managing Application Access
About Cell Formatting
You can apply either the formatting saved in Oracle Smart View for Office or the
formatting set up in Oracle Hyperion Planning for the form.
To select which formatting to apply:
1. In the form, click Actions, and then Apply.
2. Click:
•
Cell Styles: To use Planning's formatting
•
Custom Styles: To use the formatting saved in Smart View
Copying and Pasting Data Between Microsoft Excel and Application Web Forms
To copy and paste data from Microsoft Excel:
1. In Excel, highlight the data in one cell or in a range of cells, and press Ctrl+C to
copy the data onto the clipboard.
2. Highlight and select the target cell or cells in the application Web form, and then
press Ctrl+V.
3. When the Clipboard helper is displayed, press Ctrl+V again. The data is pasted to
the Clipboard helper.
4. Click Paste to paste the data into the application Web form.
The following features are supported in Internet Explorer browser only:
•
Copying data from application web forms and paste it into Microsoft Excel
•
Copying data from one application web form to another
•
Copying and pasting nonnumeric data, for example, Smart List, Date, and Text
data types
About Instant Save
When planners work in simple data forms and they click Save, their new or changed
data is saved instantly—without a confirmation message—if the structure of the data
form hasn't changed. For example, instant save works automatically unless any of
these options is selected for the data form (because they change the structure of the
data form):
•
Suppress missing data
•
Suppress missing blocks
•
A business rule is selected to launch on Save (other than the default Calculate
Form and Calculate Currencies business rules).
1-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Application Access
About Autosave
If the Grid Property option Enable Autosave is selected for a simple form, when
planners move out of a cell, their changes are automatically saved, with no prompt or
message. Cell values are aggregated to their parents, and the affected cells display
with a green background. Also, with this option selected, planners can use Ctrl+Z to
undo changes.
For autosave to work, the following suppress options must be turned off because they
change the structure of the form:
•
Suppress missing data
•
Suppress missing blocks
For more information on this option and its dependent option, Run Form Rules on
Autosave, see Setting Form Grid Properties.
Getting Started 1-7
Managing Application Access
1-8 Administering Planning for Oracle Planning and Budgeting Cloud
2
Creating an Application
Related Topics:
About Creating an Application
Selecting the Application Type
Creating a Reporting Application
Creating a Sample Application
Creating a Standard Application
Choosing Setup Options
Taking the Product Tour
About Creating an Application
The first time you log in, you'll see a screen displaying two Oracle Enterprise
Performance Management Cloud solutions from which to choose:
•
Planning and Budgeting
•
Financial Consolidation and Close
Watch this tutorial video to learn how to create an application.
Creating an Application 2-1
Selecting the Application Type
Tutorial Video
Before you create the application, we've provided some guidelines and best practices
to help you determine your requirements and design your application so that it meets
your business needs:
•
Click Take a quick tour. For more information, see Taking the Product Tour.
•
See Designing Your Application.
Click Start under Planning and Budgeting to launch the application wizard. You'll
need to select the type of application you want to create. See Selecting the Application
Type.
Note: For information about creating a Oracle Hyperion Financial Close
Management application, see Oracle Hyperion Financial Close Management
Administrator's Guide.
Related topics:
•
Creating a Reporting Application
•
Creating a Sample Application
•
Creating a Standard Application
•
Choosing Setup Options
Selecting the Application Type
Select an application type:
•
•
Standard—Builds advanced applications for any business process. Select from
two options:
–
Sample—Quickly and automatically creates a demo application using the
sample Vision application that's provided. See Creating a Sample
Application.
–
New—Builds an advanced custom application. See Creating a Standard
Application.
Enterprise—Builds custom applications or uses predefined business processes to
create applications for Financials, Workforce, Capital, and Projects. You can also
build a Strategic Modeling solution. See Administering Planning for Oracle
Enterprise Planning and Budgeting Cloud.
Note:
Only customers who purchase an Enterprise PBCS license or a PBCS Plus One
Business Process option license can select the Enterprise application type. See
PBCS Plus One Business Process Option.
2-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Creating a Reporting Application
•
Reporting—Builds a basic application that you can expand over time. See
Creating a Reporting Application.
Creating a Reporting Application
A Reporting application is a basic application with one cube and the core components
that you need to get up and running quickly. If you later decide that you need more
complex business logic, you can convert a Reporting application into a Standard or
Enterprise application.
A Reporting application:
•
Consists of one cube
•
Allows you to add up to 20 total dimensions
•
Allows MDX member formulas only
•
Doesn't support business rules, map reporting, copy data, copy version, exchange
rates, or currency conversion
•
Can be converted into a Standard or Enterprise application
Note:
To convert a Reporting application into a Standard or Enterprise application,
see Converting to a Standard or Enterprise Application.
Default dimensions and characteristics for a Reporting application:
•
Account—Only the root member is provided.
•
Entity—Only the root member is provided.
•
Period—Members are created based on the answers provided during setup. Users
can add an alternate hierarchy later. The Beginning Balance and Year Total
periods are provided.
•
Years—Number of years, history, and future years are broken up based on the
values chosen during application creation. An All Year parent is provided. More
years can be added later. The default number of years is 10.
•
Scenario—Five scenarios are provided: Plan, Actual, Forecast, Variance, and
Variance Comments.
•
Version—Three versions are provided: Base, What If, and Final. Hierarchical
versions are allowed, for example, Base (child member)+What If (child
member)=Final (parent member).
Note:
Generic members aren't added to the dimensions.
To create a Reporting application:
1. Click Reporting.
Creating an Application 2-3
Creating a Sample Application
2. Name your application and enter a description.
Note:
Ensure that you adhere to the application naming restrictions outlined in
Naming Restrictions.
3. The application provides setup options that you can select to help you create the
initial framework for your planning process. If you need help deciding which
options to choose, see Choosing Setup Options.
4. Review the summary screen, and, if the selections you made are correct, click
Create.
After you create the application, populate it by performing these steps:
•
Import metadata using the import feature. See Importing Metadata.
•
Populate data by importing data from your source system. See Importing and
Exporting Data.
Creating a Sample Application
Oracle Hyperion Planning provides a Sample application, called Vision, that lets you
quickly create an application with artifacts and data.
Note:
To create a Standard application, see Creating a Standard Application.
To automatically create the Sample application, click Standard, and then click Sample.
When application creation is completed (this will take several minutes), you will see
an Application created successfully message.
To manage the application after it's created, see Managing Applications.
Creating a Standard Application
A Standard application is an advanced application with two cubes and the option to
add more cubes. You can add up to seven total cubes—three block storage cubes and
four aggregate storage cubes. Complex business logic, such as business rules and
allocations, is supported. You cannot convert a Standard application into a Reporting
application.
A Standard application:
•
Allows you to add up to 20 dimensions total
•
Enables sandboxes for the block storage cubes that are created when you create
the application. (You can also enable sandboxes for custom cubes when you create
the cube.)
•
Supports custom calendars (up to weeks of the month)
•
Supports business rules
2-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Choosing Setup Options
•
Allows member formulas
•
Cannot be converted into a Reporting application
•
Can be converted into an Enterprise application
Note:
To convert a Standard application into an Enterprise application, see
Converting to a Standard or Enterprise Application.
To create a Standard application:
1. Click Standard.
2. Click New.
3. Name your application and enter a description.
Note:
Ensure that you adhere to the application naming restrictions outlined in
Naming Restrictions.
4. The application provides setup options that you can select to help you create the
initial framework for your planning process. For descriptions of the setup options,
see Choosing Setup Options.
5. Review the summary screen, and, if the selections you made are correct, click
Create.
After you create a Standard application, populate it by performing these steps:
•
Import application metadata using the import feature. See Importing Metadata.
•
Populate application data by importing data from your source system. See
Importing and Exporting Data.
Choosing Setup Options
Related Topics:
Setting Up Currencies
Customizing the Cube Names
Setting Up the Calendar
Setting Up Custom Dimensions and Metadata
Setting Up Currencies
Specify the main currency for the application, and establish whether the application
supports multiple currencies.
To set up the currency:
Creating an Application 2-5
Choosing Setup Options
1. In Create Application, select the main currency for the application.
2. Specify whether the application supports more than one currency, and if so, then
select one of the following multiple currency options:
•
Standard—Creates the Currency dimension and a hidden dimension called
HSP_Rates to store the exchange rates. See About Standard Multicurrency.
•
Simplified—Creates the Currency dimension and additional accounts are
added to store the exchange rates. See About Simplified Multicurrency.
After the application is created, you cannot change this option. Multiple currency
support is available for level 0 members, regardless of base currency. The same
currencies and exchange rates are used across plan types.
About Simplified Multicurrency
In a Simplified multiple currency application, a single Currency dimension is added to
the application and exchange rates are stored in the Accounts dimension.
Here is the workflow for working with a Simplified multiple currency application:
1.
During application creation, select a main currency against which the entire
application will refer to when a currency conversion is done.
2.
After the application is created, in the Currency dimension, create a Currency
member for each currency in the application. The Currency members you create
are listed under Input Currencies. Data is entered or loaded in an input currency
and data can be entered or loaded into multiple input currencies for any given
combination; for example Entity and Account.
3.
While creating a Currency member, you can specify whether the currency you are
adding is also a reporting currency. Select the Reporting Currency option to make
a currency a reporting currency
Note:
Each application has one main currency, and is allowed to have many
reporting currencies.
4.
Refresh the application. The Calculate Currency rule converts the input values
from the current currency to the reporting currencies. Exchange rates are
calculated from the input currency to the main currency of the application.
Triangulation is used to calculate from an input currency to all reporting
currencies.
5.
Enter exchange rate data to the exchange rate form that was automatically created
and seeded during application creation. The exchange rate form is called
Exchange Rates to Main Currency; for example, Exchange Rates to USD. Enter
the exchange rates by period for all input currencies against the main currency.
You must enter the values across all intersections under which you wish to see the
converted data.
2-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Choosing Setup Options
Note:
You can also export the Exchange Rate Template to input and load currency
exchange rates. See Importing Exchange Rates for a Simplified Multicurrency
Application.
Exchange rates are stored in the Account dimension and they contain the ending
and average rates used to convert foreign currencies into the main currency. These
rates are in FX Rates-Average and FX Rates-Ending. These rates are locked and
cannot be deleted. Users with view permissions can view the rates for the
currencies on the Exchange Rates to Main Currency form.
Note:
You cannot move an Account member that is under an Exchange Rates
account out from under Exchange Rates because the Exchange Rates account
is locked. To move an Exchange Rate member out of the Exchange Rates
account, you must delete the member and then re-add it to the new location.
6.
There are two ways to view Reporting currency values:
•
Calculate Currencies rule on a form—On the data input form, add the
Calculate Currencies business rule. To add this rule, click the Action menu,
and then select the Business Rule option. You can use the Run After Save or
Run Before Load business rule properties. When data is entered for the input
currency and the Calculate Currency rule is executed, the currency is
converted and displays in the reporting currency form.
Note:
•
–
Ensure that any forms created have the same intersection as that of the
Exchange Rates to Main Currency form, with respect to Scenario, Version,
and Year.
–
Ensure that both the input and converted forms have the same structure,
the only difference between the forms being the currency.
–
Associate the Calculate Currencies rule to the forms where the input is
being provided. You can set up forms to automatically run these rules
when data in the form is saved. If not, users must manually launch the
rule to convert data from one currency to the reporting currencies. After
the rule is run, view the converted values by opening the form for which
you want to see the converted values or by selecting that currency's
member from the Currency dimension.
–
By default, the Calculate Currencies rule is associated with forms in a
block storage cube.
Create and launch a custom rule—To create a custom rule, from the Home
, and then under Create and Manage, click
page, click Navigator
Currency Conversion. For Currency, enter the reporting currency. Then enter
the Scenario, Version Type, and Version details. Click Save. To launch the
Creating an Application 2-7
Choosing Setup Options
rule, from the Home page, click Rules. To the right of the business rule, click
Launch.
About Standard Multicurrency
If you are familiar with Oracle Hyperion Planning, then you are familiar with the
Standard multiple currency approach. This is the approach that your current Planning
applications use.
Selecting the standard multiple currency option during application creation creates
two additional dimensions called Currency and HSP_Rates. You can add more
currencies as members of the Currency dimension. The HSP_Rates dimension is a
hidden dimension that stores exchange rates. This dimension includes these members
and others that store currency rates:
•
Hsp_InputValue—Stores data values
•
Hsp_InputCurrency—Stores currency types for data values
For more information, see Hsp_Rates Dimension for Standard Multicurrency
Applications.
For an account with a currency data type, you can choose from one of the following
exchange rate types:
•
Historical
•
Average
•
Ending
For more information, see Data Type and Exchange Rate Type.
Based on the exchange rate type, a user-defined attribute (UDA) is associated with the
account that is used in the currency calculation. You can associate an entity to a
currency. For example, when you associate the entity USA to the currency USD, the
local currency in the form for the USA entity is USD.
You can create multiple exchange rate tables, each representing a different business
scenario. Each scenario can be associated with only one exchange rate table.
You can run a calculate currency rule that generates the rule at runtime based on the
members included in the form. This rule can be set to run when the form is saved or
loaded, based on the requirement.
For more information about using the standard multiple currency approach, see
Administering Dimensions.
Customizing the Cube Names
You can customize the names for the cubes during application creation only. If no
cube names are specified during application creation, then the block storage cube
name defaults to "Plan1" and the aggregate storage cube name defaults to the
application name.
Caution:
After a cube is added, you cannot rename it or delete it.
2-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Choosing Setup Options
To customize the cube names:
1. In Cube : BSO, enter a name for the block storage outline cube.
2. In Cube : ASO, enter a name for the aggregate storage outline cube.
Setting Up the Calendar
The calendar establishes the application’s base time periods, first fiscal year and
month, and total years. Select the base time period and monthly distribution pattern
based on the number of fiscal weeks in a month. The base time period options are the
bottom-level time periods in the application. You can create a custom base time
period, such as weeks or days. Use monthly distribution patterns to determine how
data entered into a summary time period is distributed or spread among the base time
period that you select. Users can enter data into summary time periods, such as years
or quarters. The application distributes these values over the base time periods that
constitute the summary time period.
For the fiscal year, set the fiscal year first month and specify whether the fiscal year
starts from the same calendar year or the previous calendar year. You can later set up
calculations based on the calendar year, for example, using formula expressions. When
setting up formulas for an application, consider that formula expressions such as
[TPDate] and [FirstDate] produce different results if the application starts in the same
calendar year or previous calendar year.
To set up the calendar:
1. In Create Application, to set how calendars roll up, select a Base Time Period
option:
•
12 Months: Four quarters per year; months roll up into parent quarters and
quarters into years.
•
Quarters: Quarters roll up into years.
•
Custom: A custom time period, such as weeks or days.
2. Select the First Fiscal Year.
This selection defines the starting fiscal year for the application. You cannot change
it after creating the application. Before specifying the first fiscal year, consider your
historical data needs.
3. Select the Number of Fiscal Years for the application.
You can add years to the calendar after the application is created.
4. Enter or select the Fiscal Year Start Date.
5. If you set the base time period as 12 Months, select a Weekly Distribution option:
Even, 445, 454, or 544.
Weekly distribution sets the monthly distribution pattern, based on the number of
fiscal weeks in a month. This selection determines how data in summary time
periods spreads within the base time period. When users enter data into summary
time periods, such as quarters, the value is distributed over base time periods in the
summary time period.
If you select a weekly distribution pattern other than Even, the application treats
quarterly values as if they were divided into 13 weeks and distributes weeks
Creating an Application 2-9
Choosing Setup Options
according to the selected pattern. For example, if you select 5-4-4, the first month in
a quarter has five weeks, and the last two months in the quarter have four weeks.
6. To create an All Years parent member that includes all years, select Yes for All
Years parent.
The All Years parent member enables users to view the accumulated data across
multiple years, for example, a project's total cost up to its end date. The parent
member does not include the No Year member, if one is defined for the application.
7. Set up custom dimensions for the application. See Setting Up Custom Dimensions
and Metadata.
Setting Up Custom Dimensions and Metadata
Dimensions categorize data values. You can create up to 13 user-defined, custom
dimensions. The application includes two custom dimensions: Account and Entity.
Use Account and user-defined dimensions to specify data to gather from planners.
Use Entity to model the flow of planning information in the organization and establish
the plan review path.
If you selected the Standard multicurrency option during application creation, the
application includes the Hsp_Rates dimension for storing exchange rates. This
dimension includes these members and others that store currency rates:
•
Hsp_InputValue—stores data values
•
Hsp_InputCurrency—stores currency types for data values
For detailed information about custom dimensions and Hsp_Rates, see Administering
Dimensions.
Note:
In the Metadata and Custom Dimensions section of the Create Application
window, you have the option to either manually enter member names or you
can set up Account, Entity, and custom dimension members by importing
from metadata files. To import from metadata, you first export the metadata
for each dimension to a flat file and then, on this window, import their
metadata by browsing to that flat file. For instructions on creating the flat file,
see Creating the Import File.
To set up custom dimensions:
1. To add a dimension or rename a prefilled dimension, to the right of Dimension
Type in the Dimension Name column, enter the name of the dimension.
Dimension names can have up to 80 characters and can include spaces.
2. For each dimension, enter its member names.
For example, for the Version dimension, you could enter Budget2014. You can
add members later.
The Number of Records column displays the number of members either entered or
in the flat file.
2-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Taking the Product Tour
3. Optional: To import metadata for Account, Entity, or a custom dimension from a
flat file, click Browse.
Use this method for importing smaller dimensions (for example, 1,000 members or
fewer); use the Import and Export method (described in Importing and Exporting
Data and Metadata) for incremental updates or for loading larger dimensions.
For instructions on creating flat files, see Creating the Import File. If the file has so
many members that application performance would be impacted, an error displays
and the number of records displayed is 0 (zero).
4. Click Create.
5. If you have more metadata to load, continue to Importing Metadata.
Taking the Product Tour
Clicking Take a quick tour links you to useful information about getting started with
the application. It also provides best practices for determining your requirements and
designing your application, tutorials for administering the application, and links you
to the Help Center where the documentation library is located.
To take the product tour:
1. Click Take a quick tour.
2. Click the buttons at the bottom of the screen to page through the tour screens.
Creating an Application 2-11
Taking the Product Tour
2-12 Administering Planning for Oracle Planning and Budgeting Cloud
3
Setting Up Access Permissions
Related Topics:
About User and Role Management
Application Artifacts That Can Be Assigned Permissions
Types of Access Permissions
Managing Permissions to Artifacts
Reporting on Access Permissions
About User and Role Management
The application employs several security layers to ensure security. Infrastructure
components, which are implemented and managed by Oracle, create a secure
environment for the application.
Service-level security is ensured by using the following mechanisms that permit only
authorized users to access the application:
•
Single Sign-on (SSO)
•
Role-based access to the application
Global roles are granted through the Oracle Cloud Identity Console. See Using Oracle
Planning and Budgeting Cloud.
Access permissions are granted through the application interface and are described in
this chapter.
Application Artifacts That Can Be Assigned Permissions
You can assign permissions to:
•
Dimensions, including user-defined dimensions
Note:
You can assign permissions to members by selecting the dimension property
Apply Security. If you omit or clear the Apply Security setting, all users can
access the dimension's members. By default, the Account, Entity, Scenario,
and Version dimensions are enabled for access permissions. Optionally, you
can enable this option for Period, Years, and Custom dimensions.
•
Launch privileges to rules
Setting Up Access Permissions 3-1
Types of Access Permissions
•
Forms
•
Form folders
•
Rule folders
•
Dashboards
•
Task lists
Types of Access Permissions
Access permissions include Read, Write, and None. You can also set who can launch
which rules.
•
Launch: Allow launch privileges
Note:
View user types have no Write permission to dimension members, so cannot
launch rules having runtime prompts that include members, dimensions,
member ranges, or cross-dimension runtime prompt types. They can,
however, launch rules having runtime prompts of other types (for example,
date type).
•
No Launch: Disallow launch privileges
Note:
If a user inherits Launch permission to a rule by belonging to a group, and is
also assigned No Launch permissions by belonging to another group, the
more restrictive No Launch assignment takes precedence.
You can specify access permission for individual users and each group. When you
assign a user to a group, that user acquires the group's access permissions. If an
individual's access permissions conflict with those of a group the user belongs to, user
access permissions take precedence.
Inheriting Permissions
Inheritance determines the user or group’s access permissions. You can specify an
attribute that causes the children or descendants of that member to inherit its
permissions. Assigned permissions take precedence over inherited permissions. You
can include or exclude the member from the permissions setting.
Table 3-1
Options for Inheriting Access Permissions
Inheritance Option
Permission Assignment
Member
Only to the currently selected member
Children
To all children members in the level below
the currently selected member
3-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Permissions to Artifacts
Table 3-1
(Cont.) Options for Inheriting Access Permissions
Inheritance Option
Permission Assignment
iChildren
To the currently selected member and all
children members in the level below it
Descendant
To all descendant members below the
currently selected member
iDescendant
To the currently selected member and all
descendant members below it
How Permissions are Evaluated
When evaluating permissions, the application gives precedence in this order:
1.
Role-level security. Users with the Service Administrator role have permissions to
all application elements.
2.
For Power User and Planner user types, permissions that are specifically assigned
to users.
3.
Permission assignments that are acquired by belonging to a group.
Note:
If one member belongs to two groups with different permissions assigned to
group members, the least restrictive permission takes precedence. For
example, if one group assigns the member Read permission and another
group assigns the same member Write permission, Write takes precedence.
However if one of the groups assigns no permission (None) to its members,
None takes precedence over Read and Write.
4.
Parent-level assignments (for example, to parent members or folders).
Managing Permissions to Artifacts
Related Topics:
About Assigning Permissions to Forms, Rules, and Folders
Adding, Changing, and Removing Permissions to Forms and Folders
Adding, Changing, and Removing Permissions to Rules and Rules Folders
Adding, Changing, and Removing Permissions to Dashboards
About Assigning Permissions to Forms, Rules, and Folders
Administrators can assign permissions to forms, form folders, rules and rules folders.
(For information on assigning permissions to members, see Types of Access
Permissions and Assigning Access to Members.)
Principles:
Setting Up Access Permissions 3-3
Managing Permissions to Artifacts
•
Forms:
–
Planners and Power Users can view or enter data only into forms to which
they have permissions (and can work only with members to which they have
permissions).
–
Service Administrators and Power Users can design forms.
–
Power Users can access forms they created or to which a Service
Administrator assigned them permissions.
–
Service Administrators have Write permissions to all dimension members
and to all forms.
•
Rules: Planners and Power Users can see and launch only rules to which they are
assigned Launch permission.
•
Form folders and rules folders:
–
Planners who are assigned permissions to a form folder can access the forms
in that folder, unless they are assigned more specific permissions. Likewise,
planners have Launch permission to the Oracle Hyperion Calculation
Manager rules in folders to which they are assigned permissions, unless they
are assigned more specific permissions.
–
When you assign permissions to a folder, all folders under it inherit that
permission.
–
If you assign specific permissions (for example, None or Write) to a form
folder, that permission takes precedence over its parent folder's permissions.
For example, if a user has Write permission to Folder1 that contains Folder2
to which the user has None permission, the user can open Folder1, but does
not see Folder2.
–
If you assign specific permissions (for example, Launch) to a Calculation
Manager folder, that permission takes precedence over its parent folder's
permissions. For example, if a user has Launch permission to RulesFolder1
that contains RulesFolder2 to which the user has No Launch permission, the
user can open RulesFolder1, but does not see RulesFolder2.
–
If a user has None permission to a form folder called Folder1 that contains a
form called Form1 to which the user has Write permission, the user can see
Folder1 and Form1.
–
If a user has No Launch permission to a Calculation Manager folder called
RulesFolder1 that contains a rule called Rule1 to which the user has Launch
permission, the user can see RulesFolder1 and Rule1.
For procedures, see Adding, Changing, and Removing Permissions to Forms and
Folders and Adding, Changing, and Removing Permissions to Rules and Rules
Folders.
Adding, Changing, and Removing Permissions to Forms and Folders
The permissions assigned to forms and form folders refer to the ability to modify the
form and folder definitions and not the underlying data.
To assign permissions to forms and form folders:
3-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Permissions to Artifacts
1. Click Data.
2. Select the form or folder, click
, and then click Assign Permission.
Note:
You can assign permissions to only one form or folder at a time.
3. Click Permissions.
4. Perform a task:
•
To add permissions, click Add User/Group, and then select from the list of
available users and groups.
•
To edit the type of permissions, select an option:
•
–
Click Read to allow the selected users and groups to view the form or
folder in the listing, but not allow them to create, edit, or delete the form
or folder information.
–
Click Write to allow the selected users and groups to view the form or
folder in the listing, and to create, edit, or delete the form or folder
information.
–
Click None if you don't want the selected users or groups to view the form
or folder in the listing.
To remove permissions, click
next to the user or group.
Adding, Changing, and Removing Permissions to Rules and Rules Folders
To assign permissions to rules and rules folders:
1. Click Rules.
2. Select the rule or rule folder, click
, and then click Assign Permission.
Note:
You can assign permissions to only one rule or folder at a time.
3. Click Permissions.
4. Perform a task:
•
To add permissions, click Add User/Group, and then select from the list of
available users and groups.
•
To edit the type of permissions, select an option:
–
Click Launch to allow the selected users and groups to launch the selected
rules.
Setting Up Access Permissions 3-5
Reporting on Access Permissions
–
•
Click No Launch to prevent the selected users and groups from launching
the selected rules.
To remove permissions, click
next to the user or group.
Adding, Changing, and Removing Permissions to Dashboards
To assign permissions to dashboards:
1. Click Dashboards.
2. Select the dashboard, click
, and then click Assign Permission.
Note:
You can assign permissions to only one dashboard at a time.
3. Click Permissions.
4. Perform a task:
•
To add permissions to a user or a group, click Add User/Group, and then
select from the list of available users and groups.
•
To edit the type of permissions, select an option:
•
–
Click Read to allow the selected users and groups to view the dashboard.
–
Click None if you don't want the selected users or groups to view the
dashboard.
To remove permissions, click
next to the user or group.
Reporting on Access Permissions
•
Working with Access Permissions Reports
•
Examples of Tracked Actions
You can view current access permissions and print reports.
To report on current access permissions for users and groups in the application:
1. From the Home page, click Navigator
click System Reports.
, and then under Monitor and Explore,
2. Click Access Control.
3. On Select User or Group, select from the available options.
4. From the left Available panel, select and move users or groups on which to report
to the Selected panel.
5. From the left Available Objects panel, select and move objects on which to report
to the Selected Objects panel.
3-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Reporting on Access Permissions
6. Select reporting options:
Table 3-2
•
For Show Matching Access of Type, select the access to view: Read, Write, or
None.
•
For Group the Results By, select how to view the report: Users or Objects.
•
From the Report Type sections, select Assigned Access or Effective Access:
Access Report Types
Report Type
Description
Options
Assigned Access
Summarizes access permissions that
administrators assign
Specify whether access permissions
are assigned by member selection
relation or group membership:
•
•
Effective Access
Note:
Effective Access reports cannot be
generated for groups.
Summarizes access permission
assignments as the application
evaluates them (for example, by
member selection relation, such as
children, or group membership).
This is useful if there are conflicts in
access permissions.
Show matching access of
relation: Member, Children,
Children (inclusive),
Descendants, or Descendants
(inclusive).
Show Inherited From Group:
Shows access permissions
inherited by users in a group.
Describe the origin of the effective
access permissions by selecting
Show effective access origin. For
example, a user named JSomebody
may be assigned Write access
permissions to Entity1 and belong
to a group named Sales that is
assigned Read access permissions to
Entity1. This setting would show
that JSomebody has Write access
permissions to Entity1 because
individual assigned access
permissions supersede access
permissions inherited by group
membership.
7. Click Create Report.
Working with Access Permissions Reports
The report on access permissions displays in Adobe Acrobat. You can use the Adobe
Acrobat toolbar to work with the report.
Setting Up Audit Trails
Administrators can select aspects of the application for change tracking. For example,
you can track changes to metadata, such as when users change a member property or
add a currency. You can also track changes in forms, business rules, approvals, users,
access permissions, and so on. To view audits, administrators create and run reports
using RDBMS report writers.
To specify aspects of the application for which Oracle Hyperion Planning records
changes:
Setting Up Access Permissions 3-7
Reporting on Access Permissions
1. From the Home page, click Navigator
click System Reports.
, and then under Monitor and Explore,
2. Select Auditing.
3. Select the actions the application tracks:
Note:
To avoid affecting performance, be selective in which application elements
you audit.
Table 3-3
Actions That Can be Audited
Audit Options
Tracked Changes
Dimension Administration
•
•
•
Dimension hierarchy: Adding a
member or dimension; moving,
deleting, or changing properties;
renaming a member or dimension
Performance settings: Resetting a
dimension's dense or sparse setting,
changing the order of dimensions
Currencies: Adding or deleting
currencies, setting a triangulation or
reporting currency
Alias Table Administration
Changes to alias tables: Creating, copying,
renaming, deleting, and clearing
Data
•
•
•
•
Launch Business Rules
Updates from calculation scripts and
business rules (including runtime prompts)
Form Definition
Forms: Creating, modifying, adding rows.
(The audit record does not record how the
design changed.)
Form Folder Administration
Folders: Created, moved, or deleted
Approvals
Approvals: Approval unit owners, status,
and status (started or excluded)
Copy Version
Versions copied, including supporting
detail and annotations. The audit record
does not record details (such as data,
supporting detail, and annotations) of the
copied version.
Security
Access permissions to dimension members,
forms, form folders, business rules, and task
lists
Users Administration
Users added, changed, or deleted
Cell values
Supporting detail
Account annotations
Cell-level documents
3-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Reporting on Access Permissions
Table 3-3
(Cont.) Actions That Can be Audited
Audit Options
Tracked Changes
Groups Administration
Groups added, changed, or deleted; users
added or removed
Offline
Forms taken offline or synchronized back to
the server
Task List
Task lists: created, copied, saved, moved,
and deleted
Copy Data
Users' selections for Static Dimensions,
Source Dimension, and Destination
Dimension
Clear Cell Details
Users' selections for clearing supporting
detail, cell text, and account annotations
4. Click Save Selections.
Examples of Tracked Actions
For each recorded action, the application tracks:
Table 3-4
Examples of Tracked Actions
Tracked Changes
Examples
The type of change
Metadata, data, form, access permissions,
approval units
The affected object (The columns ID_1 and
ID_2 in the audit report help define the object
that changed.)
Form: Expenses 04 Group: Marketing
User
VHennings
Time Posted
08/22/2013 8:17
Action
Add
Property
Currency
Old value
Default
New value
USD
Setting Up Access Permissions 3-9
Reporting on Access Permissions
3-10 Administering Planning for Oracle Planning and Budgeting Cloud
4
Managing Applications
Related Topics:
Application Overview
Refreshing the Application
Managing Cubes
Managing Dimensions
Viewing Activity Reports
Importing and Exporting Data and Metadata
Importing Exchange Rates for a Simplified Multicurrency Application
Creating and Refreshing Application Databases
Adding an Aggregate Storage Outline to an Application
Converting to a Standard or Enterprise Application
Removing an Application
Setting Service Maintenance Time
Uploading and Downloading Files Using the Application Inbox and Outbox
Application Overview
An application is a related set of dimensions and dimension members used to meet a
set of planning needs. Each application has its own accounts, entities, scenarios, and
other data elements.
To create an application, see Creating an Application.
After an application is created, you can view and manage it using the application
console. To view the application console, click Application, and then click Overview.
The application console shows the application properties (including the application
type) and application statistics, such as the number of tasks, plans, rules, and approval
hierarchies in your application. It also lists the cubes (for Standard applications) and
dimensions (for Reporting applications) used by the application.
•
To view the application overview, click Overview.
•
To manage cubes, click Cubes. See Managing Cubes.
•
To manage dimensions, click Dimensions. See Managing Dimensions.
•
To view activity reports, click Activity. See Viewing Activity Reports.
Managing Applications 4-1
Refreshing the Application
Refreshing the Application
You must refresh the application whenever you change the application structure.
Changes made to the application are not reflected to users performing data entry and
approvals tasks until the application is refreshed. For example, when you modify
properties of a dimension member, add a member, or change access permissions, these
changes are reflected to users after you refresh the application.
To refresh the application:
1.
Click Application, and then click Overview.
2.
Click Refresh.
Note:
The application is automatically refreshed during an application upgrade. If
any refresh errors occur during an application upgrade, you can view the
errors in the Jobs console. These errors are captured in the job called Content
Upgrade. See Viewing Pending Jobs and Recent Activity.
Managing Cubes
For Standard applications, the cube editor lets you view or add cubes. You can add up
to seven total cubes to a Standard application. After a cube is added, it will behave like
any other cube.
Watch this tutorial video to learn how to manage cubes.
Tutorial Video
•
Viewing and Managing Cubes
•
Adding Cubes
•
Clearing Cubes
Viewing and Managing Cubes
To view and manage cubes:
1. Click Application, and then click Overview.
2. Click Cubes.
3. Perform one task:
•
To view the details of a cube, click the name of the cube that you want to view.
•
To add a cube, click Create, then complete the cube details, and then click
Done.
4-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Cubes
Note:
When you create a new block storage cube, you can select the option Enable
Sandboxes. Selecting this option also provides the Enable Sandboxes option
for Version members. See Managing Sandboxes.
For cube details, see Adding Cubes.
Note:
You can rename a cube only during application creation. After a cube is
added, you can't rename or delete it.
Adding Cubes
You can add up to seven total cubes—three block storage cubes and three
corresponding aggregate storage cubes plus one consolidating aggregate storage cube,
each with a unique aggregate storage application name.
After a cube is added, it behaves like any other application cube. If the cube maps to
an aggregate storage database, then aggregate storage limitations apply.
Note:
For an aggregate storage cube, you must specify an application name to
contain the database since an aggregate storage database must reside in its
own application.
Clearing Cubes
Related Topics:
About Clearing Cubes
Creating Clear Cube Jobs
Starting and Deleting Clear Cube Jobs
Scheduling Clear Cube Jobs
About Clearing Cubes
The application enables you to clear specific data within input and reporting cubes.
You can start the Clear Cube job right away or schedule it to run later.
Note:
The Clear Cube job deletes the data you specify within input and reporting
cubes, but it does not delete the application definition in the application’s
relational tables.
Managing Applications 4-3
Managing Cubes
Creating Clear Cube Jobs
To create a Clear Cube job:
1. Click Application, and then click Overview.
2. Click Actions, and then Clear Cube.
3. On the Clear Cube page, click Create, complete the job name, select the cube, then
select a clear option:
•
•
•
Clear All—For both block storage and aggregate storage cubes, delete all data
within a cube that is associated with the entities you select:
–
Supporting Details
–
Comments
–
Document Attachments
–
Essbase Data
For block storage cubes only:
–
Upper-level blocks—Delete data in upper-level blocks
–
Non-input blocks—Delete data in non-input blocks
–
Dynamic blocks—Delete data in dynamic blocks
–
Empty blocks—Delete blocks with #MISSING values
For aggregate storage cubes only:
–
All Aggregations—Delete all aggregate views
–
Partial Data (Basic Mode)—Clear the data in the specified region. You can
select the point of view using the member selector
.
*
Supporting Details
*
Comments
*
Document Attachments
*
Essbase Data Logical—In which the input cells in the specified region
are written to a new data slice with negative, compensating values
that result in a value of zero for the cells you want to clear. The
process for logically clearing data completes in a length of time that is
proportional to the size of the data being cleared. Because
compensating cells are created, this option increases the size of the
database.
*
Essbase Data Physical—In which the input cells in the specified
region are physically removed from the aggregate storage database.
The process for physically clearing data completes in a length of time
that is proportional to the size of the input data, not the size of the
4-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Dimensions
data being cleared. Therefore, you might typically use this method
only when you need to remove large slices of data.
–
Partial Data (Advanced Mode)—Clear Essbase data only by using an
MDX expression in the text box provided.
*
Essbase Data Logical—In which the input cells in the specified region
are written to a new data slice with negative, compensating values
that result in a value of zero for the cells you want to clear. The
process for logically clearing data completes in a length of time that is
proportional to the size of the data being cleared. Because
compensating cells are created, this option increases the size of the
database.
*
Essbase Data Physical—In which the input cells in the specified
region are physically removed from the aggregate storage database.
The process for physically clearing data completes in a length of time
that is proportional to the size of the input data, not the size of the
data being cleared. Therefore, you might typically use this method
only when you need to remove large slices of data.
4. Click Save and Close.
5. To view the job on the Clear Cube listing page, click Refresh.
To start the Clear Cube job right away or to delete a job, see Starting and Deleting
Clear Cube Jobs.
To schedule a Clear Cube job to run immediately, later, or at intervals, go to the Jobs
page. See Scheduling Jobs .
Starting and Deleting Clear Cube Jobs
To start a Clear Cube job right away or to delete a job:
1. Click Application, and then click Overview.
2. Click Actions, and then Clear Cube.
next to the Clear Cube job that you want
to start or delete, and then select one of the following options:
3. On the Clear Cube listing page, click
•
Click Submit to start the job right away.
•
Click Delete to delete the job.
Scheduling Clear Cube Jobs
You can schedule a Clear Cube job to run later or at intervals. To schedule a Clear
Cube job, go to the Jobs page. See Scheduling Jobs.
Managing Dimensions
Dimensions categorize data values. These dimensions are provided with the
application: Account, Entity, Scenario, Version, Period, Currency (for a multicurrency
application), and Years.
Managing Applications 4-5
Managing Dimensions
Dimensions on the Dimensions page are listed in order of precedence. The order of
dimensions is critical for the structure and performance of an application. The order of
your dimensions determines how your data calculations will perform. Evaluation
Order enables you to specify which data type prevails when a data intersection has
conflicting data types. For example, if Account members are set to the Currency data
type, and Product members are set to the Smart List data type, you can set whether the
Currency or Smart List data type prevails at an intersection.
To manage dimensions:
1. Click Application, click Overview, and then click Dimensions.
2. Perform a task:
•
To filter the dimensions by cube, see Filtering the Dimension View by Cube.
•
To view and edit the properties of dimensions and their members, click the
name of the dimension. See Editing Dimensions in the Simplified Dimension
Editor.
•
To reorder the dimensions, click the up or down arrow in the Order column
next to the dimension that you want to move.
•
To set a different evaluation order, click the Evaluation Order field next to the
dimension that you want to update.
•
To rename a dimension, click the name of the dimension that you want to
rename, and then enter a new name in the Dimension field.
•
To create a dimension, click Create. See Creating Dimensions.
•
To import metadata, click Import. See Importing Metadata.
•
To export metadata, click Export. See Exporting Metadata.
Filtering the Dimension View by Cube
For a Standard application, you can filter the dimension view by cube. When you
select a cube, only dimensions used in that cube are displayed.
To filter the dimension view by cube:
1. Click Application, click Overview, and then click Dimensions.
2. Click the down arrow to the right of Cube to filter the list of dimensions by cube.
By default, the application displays all cubes for a standard application. If the
dimension list is filtered, the application displays only the dimensions used in the
selected cube.
Filtering by cube (rather than viewing all cubes) also enables you to view these details
about a dimension:
•
Order of precedence
•
Dimension density
•
Evaluation order
4-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Viewing Activity Reports
For information about editing dimensions, see Editing Dimensions in the Simplified
Dimension Editor.
Creating Dimensions
Creating a dimension adds it to the list of dimensions in the dimension view.
To create a dimension:
1. Click Application, click Overview, and then click Dimensions.
2. Click Create.
3. On the Create Dimension page, enter or select values for the properties that are
displayed.
For descriptions of the properties, see Editing Member Properties in the Simplified
Dimension Editor.
For information about editing dimensions, see Editing Dimensions in the
Simplified Dimension Editor.
Viewing Activity Reports
Administrators can view activity reports to monitor user activities. Activity reports are
automatically generated every day and enable administrators to understand
application usage over a period of five, ten, thirty, or sixty days. They help streamline
application design by identifying calculation scripts and user requests that impact
application performance. Information provided in these reports include:
•
User information such as number of users who signed into the application each
day, each hour, last seven days, and last 30 days
•
Percentage of requests that took more than 10 seconds to complete
•
Ranking of requests by duration
•
Ranking the performance of requests that took more than 10 seconds to complete
•
Number of application design changes that occurred over the reporting period
To view activity reports:
1. Click Application, and then click Overview.
2. Click Activity .
3. Click the down arrow next to Reports from last to filter the list of reports.
4. To view the report details, click the name of the report that you want to view.
Importing and Exporting Data and Metadata
Related Topics:
Importing Metadata
Exporting Metadata
Importing and Exporting Data
Managing Applications 4-7
Importing and Exporting Data and Metadata
Importing Metadata
You can import metadata from a flat file in a comma-delimited, tab-delimited, or other
format. These artifacts are supported in the imports:
•
Dimensions
•
Smart Lists
•
Exchange rate tables
To import metadata, perform these tasks:
•
Create an import file for each artifact that you want to import. See Creating the
Import File.
•
Load the import file or files (you can import multiple dimension files at the same
time). See Loading the Import File.
Watch this tutorial video to learn how to import metadata.
Tutorial Video
Creating the Import File
Related Topics:
About the Import File
Example Entity Dimension Import File
Other Supported Delimiter Characters
About the Import File
Before you begin loading, you must create an import file for each artifact you want to
import (dimensions, smart lists, and exchange rate tables). The import file must
contain a header record, and then below the header record, a list of metadata records
that you want to import or update. The file format can be .csv (comma-delimited)
or .txt (tab-delimited or other delimiter characters).
1.
A header record, the first line in the file:
•
Lists the dimension and any member properties used by subsequent
metadata records; the header record and subsequent records do not need to
include all properties; properties that are not included are inherited from the
corresponding parent's default property value
•
Is case sensitive
•
Can list properties in any order, as long as the subsequent metadata records
are in the same order
•
Can use comma or tab delimiters. Other delimiter characters can be used if
they are supported and the same delimiter character is used throughout the
file. For a list of supported delimiter characters and exceptions, see Other
Supported Delimiter Characters.
4-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing and Exporting Data and Metadata
2.
After the header record, a list of metadata records that you want to import or
update. Each metadata record contains a delimited list (comma, tab, or other) of
property values that matches the order designated in the header record. A
metadata record can skip a property that is specified in the header record; in this
case, the default property is assumed.
For an example import file, see Example Entity Dimension Import File.
Example Entity Dimension Import File
In this example, the import file loads an Entity dimension with the required header
record and three data records. This example is comma-delimited. The header record
specifies the member to be imported (Entity), the parent member (Parent) into which
to import the member, and the Data Storage property to assign to the member.
Entity, Parent, Data Storage
e1, Entity,
e2, ,
e1, e2, Shared
Using this import file would result in this outline, assuming that no other members
exist:
Entity
e1
e2
e1(Shared)
The first data record (e1, Entity) imports Entity member e1 as a child under the
root member Entity. Unspecified values assume the default. For example, if data
storage is not specified, it assumes the default value, Never Share. The next data
record (e2, ,) imports Entity member e2 under the dimension root member because
no parent is specified, and sets data storage to Never Share. The last data record (e1,
e2, Shared) imports a shared member of e1 under member e2, and sets data storage
to Shared.
Managing Applications 4-9
Importing and Exporting Data and Metadata
Other Supported Delimiter Characters
In addition to commas and tabs, the application supports these delimiter characters in
import and export files:
•
tilde (~)
•
grave accent (`)
•
exclamation point (!)
•
number sign (#)
•
question mark (?)
•
dollar sign ($)
•
percent sign (%)
•
caret (^)
•
ampersand (&)
•
asterisk (*)
•
parentheses ( )
•
hyphen-minus (-)
•
plus (+)
•
colon (:)
•
semicolon (;)
•
angle brackets (< >)
•
backslash (\)
•
forward slash (/)
•
vertical bar ( | )
•
apostrophe (')
•
braces ({ })
•
underscore (_)
•
brackets ([ ])
•
at sign (@)
•
period (.)
Only one character is supported for use as a delimiter. For example, one vertical bar
( | ) is supported, but two vertical bars ( | | ) are not supported.
4-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing and Exporting Data and Metadata
Caution:
Not all of the characters listed can be used for all import and export scenarios.
Note the following exceptions.
Import and Export Metadata Delimiter Exceptions
Do not use these delimiter characters in metadata import and export files.
Table 4-1
Import and Export Metadata Delimiter Exceptions
Delimiter Character
Reason for Exception
double quotation mark (“)
Creates an empty file
plus (+)
Causes an error if the metadata import file
contains consolidation properties that use
these characters
minus (-)
forward slash (/)
percent sign (%)
angle brackets (< >)
Causes an error if a property uses the value
<none>
Note:
Any character that conflicts with a character in a member name will cause an
error.
Import and Export Data Delimiter Exceptions
Table 4-2
Import and Export Data Delimiter Exceptions
Delimiter Character
Reason for Exception
apostrophe (')
Causes an error if used in a cube name
parentheses ( )
Causes an error if used in a data import file
double quotation mark (“)
Creates an empty file
hyphen-minus (-)
Causes an error if used in a data import file
Loading the Import File
To load the import file:
1. Create an import file for each artifact (dimensions, smart lists, and exchange rate
tables) that you want to import. See Creating the Import File.
2. Click Application, and then click Overview.
3. Click Dimensions, and then click Import.
4. On the Import Metadata page, click Create.
Managing Applications 4-11
Importing and Exporting Data and Metadata
5. Select the location of the import file or files:
•
Local—Loads the import file or files from a location on your computer. For
Import File, click Browse to select the import file on your computer for the
artifact you're importing.
•
Inbox—Loads the import file or files from the server. Enter the name of the file
in Import File. See Uploading and Downloading Files Using the Application
Inbox and Outbox.
6. For File Type, select Comma delimited, Tab delimited, or Other.
If Other is selected, enter the delimiter character that is used in the import file. For
a list of supported delimiter characters and exceptions, see Other Supported
Delimiter Characters.
7. Select Clear Members to delete members not explicitly specified in the load file
before performing the import.
Note:
•
Any member not specified is deleted from the application outline after
importing the dimension unless it is an ancestor of a member that was
specified, or it is a base member of a shared member that was specified.
•
If Clear Members isn't selected, the import will only add or update
existing members. Oracle recommends loading the metadata file without
selecting Clear Members to make sure the file loads successfully. Then,
select Clear Members and execute the import again
8. Optional: If the location selected is Inbox, click Save as Job to save the import
operation as a job, which you can schedule to run right away or at a later time. You
cannot select this option if Local is selected.
Note:
Saving an import operation as a job is useful to batch a load sequence; for
example, import metadata, then import data, then run rules when the data
load is complete. See Managing Jobs.
9. Optional: If the location selected is Local, click Validate to test whether the import
file format is correct.
10. Click Import to run the import operation.
If the cubes listed in the import file do not match the cube names in the application,
the application will ignore unrecognized cube columns.
If the import fails, a Failed status will display in the Recent Activity column. Click to
view the detailed status. If the load is successful, select All (instead of Errors) in the
drop-down on the Status screen to see details about the import.
4-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing and Exporting Data and Metadata
Exporting Metadata
You can export metadata to a flat file in a .csv (comma-delimited) or .txt (tab-delimited
or other delimiter character) format. These artifacts are supported in the exports:
•
Dimensions
•
Smart Lists
•
Exchange rates
The application creates an export file for each artifact (.txt or .csv, depending on the
file type), and all export files are consolidated into one zip file. You must extract
the .csv or .txt files from the zip file if you want to use the files as import files (for
example, when importing into another application).
Watch this tutorial video to learn how to export metadata.
Tutorial Video
To export metadata to a flat file:
1. Click Application, and then click Overview.
2. Click Dimensions, and then click Export.
3. On the Export Metadata page, click Create.
4. Select the target environment of the export file:
•
Local—Saves the export file to a location on your local computer.
•
Outbox—Saves the export file to the server where you can use it to schedule
the export job. See Uploading and Downloading Files Using the Application
Inbox and Outbox.
5. Select the artifact or artifacts to export.
6. Select an option:
•
Comma delimited—Creates a comma-delimited .csv file for each artifact.
•
Tab delimited—Creates a tab-delimited .txt file for each artifact.
•
Other—Creates a .txt file for each artifact. Enter the delimiter character that
you want to use in the export file. For a list of supported delimiter characters
and exceptions, see Other Supported Delimiter Characters.
7. Click Export, and then specify where to save the export file.
Importing and Exporting Data
After the dimensions are imported, you can populate the application data. You cannot
do a direct data load. You must import data from a file.
Watch this tutorial video to learn how to export and import data in the application.
Managing Applications 4-13
Importing and Exporting Data and Metadata
Tutorial Video
•
Importing Data
•
Driver Member Casting Errors
•
Exporting Data
•
Viewing Data Import and Export Status
Importing Data
Watch this video about loading data into the application.
Overview Video
To import data:
1. Click Application, and then click Overview.
2. Click Actions, and then click Import Data.
3. Click Create.
4. Select the location of the data import file:
•
Local—Imports the data import file from a location on your computer.
•
Inbox—Imports the data import file from the server. See Uploading and
Downloading Files Using the Application Inbox and Outbox.
Note:
Valid data import file types are .csv, .txt, or .zip.
5. Select the Source Type of the data import file:
•
Planning—Select this source type to load data in a Planning data file format. If
you select this option, you must choose between Comma delimited, Tab
delimited, or Other.
Note:
–
If an import error occurs during a Planning data load, the import will
continue to load valid data (partial load). Any errors will be noted in the
import and export status. See Viewing Data Import and Export Status.
–
For a list of supported delimiter characters and exceptions, see Other
Supported Delimiter Characters.
–
If data is exported to a file in Oracle Hyperion Planning format, you can
use Notepad to change the database name in the file; for example,
ASOCube, and then import the data file into the aggregate storage outline
(provided all dimensions exist in the aggregate storage outline).
4-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing and Exporting Data and Metadata
•
Essbase—Select this source type to load data in an Essbase data file format. If
you select this option, you must choose a cube.
Note:
If any import errors occur during an Essbase data load, the import will quit
and no data will be loaded.
6. Enter or select the source file:
•
If you selected Local, click Browse to navigate to the source file.
•
If you selected Inbox, enter the name of the file in Source File.
7. Optional: Clear Include Metadata to improve data import performance and to
prevent members from changing position in the outline during data import. If you
opt to exclude metadata, the required metadata must already exist in the
application before you can load the application data.
8. Click Save as Job to save the import operation as a job, which you can schedule to
run later.
Note:
•
Save as Job is available only when Outbox is selected.
•
Saving an import operation as a job is useful to batch a load sequence, for
example, import metadata, then import data, then run rules when the
data load is complete. See Managing Jobs.
9. Optional: Click Validate to test whether the import file format is correct.
10. Click Import to run the import operation.
Note:
There is no option to clear data before import. Therefore, the import will not
overwrite existing data values with #MISSING values.
Caution:
If the evaluation order in the application is changed after exporting data, the
import may have unexpected results.
If a value in a data load input file does not match the evaluated driver member type;
for example, if the evaluated type of a driver member is "date" and it's corresponding
input value is not a valid date format, a driver member casting error occurs. See Driver
Member Casting Errors.
Managing Applications 4-15
Importing and Exporting Data and Metadata
Driver Member Casting Errors
A driver member casting error occurs when a value in a data load input file does not
match the evaluated driver member type. Here are some examples of driver member
casting errors:
•
If a driver member is of type "Date" and it's corresponding input value is not a
valid date format
•
If a nonexistent Smart List value is specified for a driver member of type "Smart
List"
•
If a nonnumeric value is supplied for a member of type "Currency," "Data," or
"Percent."
A casting error can occur for each driver member specified in the input file and for
every occurrence in a data record, so the number of casting errors for a given input
record ranges from 0 to the number of drivers. Because successful driver member
bindings can occur along with driver member binding errors, the application will not
reject the entire input record, but the error will be noted in the import and export
status. See Viewing Data Import and Export Status.
Consider the following data record input file where a bad date value is specified:
Entity, aDate, aSl, aText, aCurr, aPercent, Point-of-View,Data Load Cube Name
e1, exampleBadDateValue, sl1, text11, 888, 0.99,
"FY15,Current,""BUVersion_1"",Local,u1,Jan",Plan1
Error messages displayed:
•
After loading the data, the status window will read:
Planning Outline data store load process finished (Invalid data values were not
loaded). 7 data records were read, 7 data records were processed, 7 were
accepted for loading (verify actual load with Essbase log files), 0 were
rejected.
•
The error is noted as an error in the import and export status with the following
entry details:
Category: Data record
Record Index: 2
Message: Unable to load specified data value in Record 2: (aDate:
exampleBadDateValue)
•
If multiple casting errors occur, each error is recorded in the same error message:
Unable to load specified data values in Record 2: (aSl: aaaaaaasl1), (aPercent:
cc), (aDate: exampleBadDateValue), (aCurr: bb)
•
If the error message count exceeds the maximum limit, it will issue the following
message:
The warning [Unable to load specified data values] message count limit (100)
exceeded: no more warnings of this type will be issued.
4-16 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing and Exporting Data and Metadata
Exporting Data
To export data to a file:
1. Click Application, and then click Overview.
2. Click Actions, and then click Export Data.
3. Click Create.
4. On the Export Data page, select the target environment of the data export file:
•
Local—Saves the data export file to a location on your local computer.
•
Outbox—Saves the data export file to the server. See Uploading and
Downloading Files Using the Application Inbox and Outbox.
5. Select the cube.
6. Select the file type:
•
Comma delimited—Creates a comma-delimited .csv file for each artifact.
•
Tab delimited—Creates a tab-delimited .txt file for each artifact.
•
Other—Creates a .txt file for each artifact. Enter the delimiter character that
you want to use in the export file. For a list of supported delimiter characters
and exceptions, see Other Supported Delimiter Characters.
7. For Smart Lists, specify Export Labels or Export Names.
8. For Dynamic Members, select whether to Include or Exclude dynamic calculation
members during export.
Note: Excluding dynamic members from exported data improves
performance during data exports.
9. Select the slice of data to be exported.
Note:
If you are exporting data from an aggregate storage cube and you are
exporting multiple members simultaneously, make sure that at least one of the
members you select is a non-shared member. You can export shared members
individually because it is equivalent to selecting a base member. However,
selecting level 0 descendants of a parent member whose descendants are all
shared members is equivalent to not selecting any members from a dimension
and the export will not run. Therefore, you must ensure that one of the
members selected is a non-shared member.
10. Optional: Click Save as Job to save the export operation as a job, which you can
schedule to run immediately or at a later time.
Managing Applications 4-17
Importing Exchange Rates for a Simplified Multicurrency Application
Note:
•
Save as Job is available only when Outbox is selected.
•
For more information about scheduling jobs, see Managing Jobs.
11. Click Export, and then specify where to save the data export file.
Note:
To reduce the size of data export files, if a form has an entire row of
#MISSING values, the row will be omitted from the data export file.
Viewing Data Import and Export Status
To view the status of a data import and export:
1. Click Application, and then click Jobs.
2. Click the name of the import or export job under Recent Activity.
Importing Exchange Rates for a Simplified Multicurrency Application
To simplify managing exchange rates for a simplified multiple currency application,
you can export the provided template, enter exchange rates in a spreadsheet, and
import the rates to your application.
To import exchange rates using a template:
1.
From the Home page, click Application, and then Overview.
2.
From the Actions menu, select Export Exchange Rate Template, and then open
ExchangeRateTemplate.csv or save it locally.
3.
In the template file, enter average and ending currency exchange rates for each
period and each currency, specify members for the POV, and then save the file.
Note:
The number 1 represents the exchange rate for the default currency in the
application. Enter rates relative to the default currency.
4.
From the Actions menu, select Import Exchange Rates, click Create, browse for
the file, and then click Import.
Creating and Refreshing Application Databases
Related Topics:
Creating Application Databases
Before Refreshing the Database
Refreshing Application Databases
4-18 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Creating and Refreshing Application Databases
Creating Application Databases
The application database, which stores data for each cube in the application, is created
when the application is created. See Creating an Application.
If you need to clear the data, you can do so using Oracle Hyperion Calculation
Manager. To refresh the data, see Refreshing Application Databases.
Before Refreshing the Database
You must refresh the database after changing the application structure, and modifying
artifacts such as dimensions and members. Oracle recommends that you notify all
users, asking them to save their work and close the application, before you refresh the
database.
Before refreshing the database:
•
Back up your outline file and export data from all databases.
•
Decide if you want to enable all users or just the current administrator to use the
application in maintenance mode during the refresh
•
Decide if you want to log off all users
•
Terminate any active application requests
Refreshing Application Databases
To refresh the database:
1. See Before Refreshing the Database.
2. Click Application, and then click Overview.
3. Click Actions, and then Refresh Database.
4. On the Refresh Database page, click Create, and then select from the following
options:
•
Enable use of the application for—Lets All users or Administrators (or the
current logged in administrator) access the application in maintenance mode
during the refresh
•
Log off all users—Logs off all application users before starting the refresh
•
Kill all active requests—Terminates any active requests in the Essbase
application before starting the refresh
•
Update custom-defined functions
•
Security Filters—Updates security filters simultaneously for all users. If
selected, you can also select the following options:
–
Shared Members—Applies security filters to shared members
–
Validate Limit—Validates that the size of security filters does not exceed
the Essbase limit of 64 KB per row
Managing Applications 4-19
Adding an Aggregate Storage Outline to an Application
•
Enable use of the application for—Lets All users or Administrators use the
application after the refresh
5. To refresh the database now, click Refresh Database. To run the refresh later, as a
job, click Save as Job. See Managing Jobs.
Adding an Aggregate Storage Outline to an Application
Related Topics:
About Aggregate Storage
Aggregate Storage Outline Cube Characteristics
Process for Adding an Aggregate Storage Database to an Application
About Aggregate Storage
Aggregate storage is the database storage model that supports large-scale, sparsely
distributed data that is categorized into many, potentially large dimensions. Selected
data values are aggregated and stored, typically with improvements in aggregation
time. Aggregate storage is an alternative to block storage (dense-sparse configuration).
Aggregate Storage Outline Cube Characteristics
•
The application does not generate XREFs on aggregate storage databases. XREFs
can only be generated on block storage databases.
•
Because the application does not require all base dimensions on an aggregate
storage database, approvals may not apply to the aggregate storage database if an
approvals dimension is missing. If this is the case, normal security would apply.
•
Dynamic time series members are not applicable for the Period dimension in an
aggregate storage application.
•
Creating and refreshing security filters are not applicable for aggregate storage
databases.
Process for Adding an Aggregate Storage Database to an Application
To add an aggregate storage database to an application:
1.
Create an aggregate storage cube. Perform one task:
•
Create an aggregate storage cube during application creation.
See Creating an Application.
•
2.
Add a new cube using the cube editor.
Add dimensions to the aggregate storage cube. See Administering Dimensions.
Note:
If a Currency, Years, Scenario, or Version dimension is valid for an aggregate
storage cube, the dimension members are also valid for an aggregate storage
cube.
4-20 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Converting to a Standard or Enterprise Application
3.
Add dimension members. See Working with Members.
4.
Refresh the outline for the application. See Refreshing Application Databases.
5.
Create a form using the dimensions associated with the aggregate storage
database. See Administering Forms
Converting to a Standard or Enterprise Application
About Converting an Application
Conversion options allowed:
•
From Reporting to Standard
•
From Reporting to Enterprise
•
From Standard to Enterprise
For explanations about the application types, see Selecting the Application Type.
About Converting to a Standard Application
If you need additional cubes, and the logic required to support more extensive
calculations, convert your Reporting application to a Standard application. During
conversion, one cube, and the associated dimensions are added to your application.
After conversion, you can add up to six additional cubes (three aggregate storage
outline cubes and three block storage outline cubes).
The Enable Sandboxes option is available when converting a Reporting application to
a Standard application. After you convert to a Standard application, however, you
can't later enable it for sandboxes. See Enabling Sandboxes.
Caution:
If you enable sandboxes while converting a Reporting application to a
Standard application, you can't later convert to an Enterprise application.
Sandboxes aren't supported in Enterprise applications.
About Converting to an Enterprise Application
If you need to configure specific business processes in the application, such as
Financials, Workforce, Capital, and Project, convert your Reporting or Standard
application to an Enterprise application.
There are some limitations when converting an application to Enterprise. See the
following related topics:
•
Converting an Oracle Planning and Budgeting Cloud Application to an Oracle
Enterprise Planning and Budgeting Cloud Application
•
Conversion Considerations
See also Administering Planning for Oracle Enterprise Planning and Budgeting Cloud.
Managing Applications 4-21
Converting to a Standard or Enterprise Application
Converting to a Standard or Enterprise Application
Caution:
Converting an application cannot be undone. Be sure you back up your data
before converting. If you are converting to an Enterprise application, ensure
you have an Enterprise license.
To convert to a Standard or Enterprise application:
1.
Click Application, and then click Overview.
2.
Click Actions, and then select an option:
•
Convert to Standard
•
Convert to Enterprise
Converting an Oracle Planning and Budgeting Cloud Application to an Oracle
Enterprise Planning and Budgeting Cloud Application
To convert an Oracle Planning and Budgeting Cloud application to an Oracle
Enterprise Planning and Budgeting Cloud application:
1.
Review the conversion considerations. See Conversion Considerations.
2.
Back up the Standard or Reporting application.
3.
Open the application, and then click Application
, and then Overview
.
4.
Click Actions, then Convert to Enterprise, and then Continue to proceed. A
message lets you know if the Application is converted to Enterprise. If successful,
log off.
5.
Log on and enable features for the business processes that you use.
These validations are performed when you enable features:
•
There can't be a member that already exists with the same name as any of the
custom and base dimensions you specify in Map/Rename Dimensions. For
example, if you create a custom dimension called Market in Financials, there
can't be a member called Market in any other dimension.
•
There can't be a member with the name NO_<<customDimension>>,
Total_<Dimension>>, All_<<Dimension>>, where <<Dimension>> is
the actual dimension name you specified. For example, if you rename Plan
Element in Financials to Element for a custom dimension, there can't be No
Element, Total Element. This is specific to business processes that
depend on any non-prefixed member.
4-22 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Removing an Application
•
Period and Account dimension data storage has to be set to Never Share.
•
The Year dimension name has to be Years.
•
18 alias tables are predefined. The maximum supported is 32 (1 used
internally). The conversion process attempts to merge the predefined alias
tables with the alias tables in the existing application; if the count goes above
30, you'll see a validation error.
•
The conversion process calculates the number of existing dimensions in the
application and the number of new dimensions that would be created if the
business process is initialized. If resulting sum of both is greater than 32 (the
maximum allowed), you'll see a validation error.
•
For Projects, the name you specify for Program (a custom dimension option)
shouldn’t already exist as a non-attribute dimension.
•
For Workforce, none of the version members can be Label only.
When you convert an on-premise Oracle Hyperion Planning R11.1.2.1 (supported
version) application to Oracle Enterprise Planning and Budgeting Cloud using
Migration, the same rules above apply.
Conversion Considerations
You can convert a Standard or Reporting application created in Oracle Planning and
Budgeting Cloud to an Oracle Enterprise Planning and Budgeting Cloud application.
You can convert a Standard application to an Oracle Enterprise Planning and
Budgeting Cloud application if:
•
You have a license for Oracle Enterprise Planning and Budgeting Cloud.
•
It does not use weekly, quarterly, or custom time periods.
•
You rename the Year dimension to Years prior to converting.
•
It uses simplified multicurrency (that is, it is not a standard currency application),
if it is a multicurrency application.
•
Artifact names don't use these prefixes:
–
oep_—Prefix for artifacts common to all business processes
–
ofs_—Prefix for Financials artifacts
–
owp_—Prefix for Workforce artifacts
–
opf_—Prefix for Projects artifacts
–
ocx_—Prefix for Capital artifacts
Removing an Application
Because removing an application will delete all of its contents and any scheduled jobs,
make a backup of your application.
To remove an application:
1.
Click the Application, then click Overview.
Managing Applications 4-23
Setting Service Maintenance Time
2.
Click Actions, and then Remove Application.
Setting Service Maintenance Time
A service instance requires one hour every day to perform routine maintenance.
Service Administrators can select (and change) the most convenient time to start the
hour-long maintenance window. In addition to routine maintenance, Oracle applies
required patches to the service instance during this maintenance window.
Because the service instance is not available to users during the maintenance window,
the Service Administrator should identify a one-hour period when no one uses the
service. Any connected user will be logged off and will lose unsaved data.
To manage maintenance window:
1. Access a service instance.
2. Tap or click Tools and then Daily Maintenance.
3. In Start Time, select the time at which the daily maintenance process should start.
Also, select your time zone from the drop-down list.
4. Click Apply.
Uploading and Downloading Files Using the Application Inbox and
Outbox
Use the Inbox/Outbox Explorer to upload files to the server or download them to
your computer. You can also use it to schedule import and export jobs.
To schedule an import or export job, see Scheduling Jobs.
To upload and download files using the Inbox/Outbox Explorer:
1.
Click Application, and then click Overview.
2.
Click Actions, and then Inbox/Outbox Explorer.
3.
Filter by name, refresh the listing, and upload files from the server.
4-24 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
5
Editing Dimensions in the Simplified
Dimension Editor
Related Topics:
About Editing Dimensions in the Simplified Dimension Editor
Accessing the Simplified Dimension Editor
Working with the Simplified Dimension Editor Grid
Editing Dimension Properties in the Simplified Dimension Editor
Editing Member Properties in the Simplified Dimension Editor
About Editing Dimensions in the Simplified Dimension Editor
The Simplified dimension editor displays dimensions and members in a grid format.
With the grid format, dimensions and members are editable on a single page. You can
edit member properties directly on the grid and you can perform ad hoc operations
such as zooming in, zooming out, keep selected, remove selected, and freeze.
Watch this overview video for an introduction to the Simplified dimension editor.
Overview Video
Related topics:
•
Dimension Overview
•
Creating Dimensions
•
Accessing the Simplified Dimension Editor
•
Working with the Simplified Dimension Editor Grid
•
Editing Dimension Properties in the Simplified Dimension Editor
•
Editing Member Properties in the Simplified Dimension Editor
Accessing the Simplified Dimension Editor
To access the Simplified dimension editor:
1. From the Home page, click Application, and then click Overview.
2. Click Dimensions.
Editing Dimensions in the Simplified Dimension Editor 5-1
Working with the Simplified Dimension Editor Grid
3. Click the down arrow to the right of Cube to filter the list of dimensions by cube.
4. Click the name of the dimension that you want to view.
5. Select from the following tabs:
•
Edit Dimension Properties—Click to view and edit dimension details. See
Editing Dimension Properties in the Simplified Dimension Editor.
•
Edit Member Properties—Click to view and edit dimension members. See
Editing Member Properties in the Simplified Dimension Editor.
To access the Classic dimension editor, from the Home page, click Navigator
, and
then under Create and Manage, click Dimensions. See Administering Dimensions for
more information about using the Classic dimension editor.
Working with the Simplified Dimension Editor Grid
Related Topics:
Switching to Another Dimension
Customizing the Column Layout
Viewing Ancestors
Showing Member Usage in an Application
Focusing Your Editing
Finding Members
Sorting Members
Moving Members to Another Hierarchy
Working with Member Formulas
Copying Member Names from Microsoft Excel
Switching to Another Dimension
To switch to another dimension while viewing the Simplified dimension editor grid:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. Click the down arrow next to the dimension name at the top of the page.
Customizing the Column Layout
Each column in the Simplified dimension editor grid represents a member property
(Member Name, Parent Member, Default Data Storage, and so on). The columns that
initially display on the grid can be different based on which dimension type you are
editing. You can customize the layout of columns in the Simplified dimension editor
grid by hiding, unhiding, or resizing columns. You can also display the complete set of
properties (all columns) by clearing the Default mode option.
5-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with the Simplified Dimension Editor Grid
To customize the column layout in the Simplified dimension editor grid:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. On the dimension grid, right-click any column heading.
A checklist of columns displays. Also displayed are column or grid resizing
options.
3. Select or clear the check boxes for the columns you want to hide or unhide on the
grid.
Note:
To view all property columns in the grid, clear the Default mode check box.
Default mode is selected by default, and limits the properties that are
displayed. Clearing this option displays a larger (complete) set of properties
(as columns).
4. To change the size of the grid or the columns that are displayed on the grid, select
or clear the following resizing options:
•
Force fit columns—Resizes the columns so that all columns are visible on the
grid without scrolling.
•
Synchronous resize—Resets the size of the grid to original settings.
Viewing Ancestors
Ancestors are all the members above the selected member in the dimension hierarchy.
To view the ancestors for the selected member in the Simplified dimension editor grid:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. Select a member on the dimension editor grid.
3. Click Show Ancestors.
Showing Member Usage in an Application
Before performing such operations as deleting members, it's important to understand
where in the application the members are used (in which forms, approval units,
exchange rates, and so on) by using Show Usage.
To view where members are used in an application using the Simplified dimension
editor:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. Select a member on the dimension editor grid.
Editing Dimensions in the Simplified Dimension Editor 5-3
Working with the Simplified Dimension Editor Grid
3. Click Show Usage.
Focusing Your Editing
Use zoom in, zoom out, keep selected, remove selected, and freeze to focus your
editing while working in the Simplified dimension editor grid.
To perform these operations while viewing the dimension editor grid:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. To focus your editing on specific members in the grid, select a member, and then
click one of the following zoom operations:
•
Zoom In Next level—Displays all members one level below the selected
member
•
Zoom In All levels—Displays all descendant members below the selected
member
•
Zoom In Bottom level—Displays all descendant members of the selected
member that have no children
•
Zoom Out—Displays the member one level above the selected member
3. To focus your editing on specific rows or columns in the grid, select a row or
column, and then choose from the following operations:
•
Keep Selected—Displays only the selected row or column on the grid
•
Remove Selected—Removes the selected row or column from the grid
•
Freeze (Columns only)—Keeps the selected column and all columns to the left
of the selected column stationary so the column or columns cannot be scrolled.
Only columns to the right of the frozen column can be scrolled. For example,
you can freeze the first column that includes the member name so that you can
scroll and edit that member's properties and still see the member name. To
unfreeze columns, click Freeze once again.
Finding Members
To find dimension members in the Simplified dimension editor grid:
1. View Edit Member Properties for a dimension.
See Accessing the Simplified Dimension Editor.
2. For Search, select Name, Alias, or Both.
3. Enter the search text (member name, alias, or partial string) for which to search.
4. Click Search Up or Search Down.
Sorting Members
You can sort members in ascending or descending order, by children or descendants.
Sorting members affects the outline.
5-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with the Simplified Dimension Editor Grid
To sort members using the Simplified dimension editor:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. On the dimension grid, select the members whose children or descendants you
want to sort.
3. For Sort, select Children or Descendants.
Sorting by children affects only members in the level immediately below the
selected member. Sorting by descendants affects all descendants of the selected
member.
4. Click Sort Ascending or Sort Descending.
Moving Members to Another Hierarchy
To move members to another hierarchy in the Simplified dimension editor:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. In the Parent Member column of the grid, type a new parent name for the member
you want to move.
3. Click Save.
Working with Member Formulas
You can define or edit member formulas directly in the Simplified dimension editor
grid, in the formula bar, or in the Member Formula dialog where you can validate
member formulas.
You can define member formulas to combine operators, calculation functions,
dimension and member names, and numeric constants to perform calculations on
members. Member formulas can also include:
•
Operator type, function, value, member name, UDA, and so on allowed in
formulas.
•
Predefined formula expressions, including Smart List values, that expand into a
formula or value upon database refresh.
To define or edit member formulas in the Simplified dimension editor:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. In the Default Formula column of the grid, select the member for which you want
to define or edit a formula. Define or edit the formula for the member using one of
the following options:
•
Click the cell once more in the dimension editor grid to enter or edit the
formula.
Editing Dimensions in the Simplified Dimension Editor 5-5
Editing Dimension Properties in the Simplified Dimension Editor
•
Click within the formula bar above the dimension editor grid, and then enter
or edit the formula.
•
Click
next to the formula bar, and then enter or edit the formula.
Tip:
To include member names in formulas, keep the focus on the formula cell in
the grid. Press Ctrl while clicking the member name you want to include in
the formula. The member name will display in the formula bar.
3. Optional: To check the validity of a member formula, click
formula bar, and then click Validate.
next to the
4. Click Save.
Copying Member Names from Microsoft Excel
To copy and paste member names from Microsoft Excel:
1. In Excel, highlight the member names in one cell or in a range of cells, and press
Ctrl+C to copy the data onto the clipboard.
2. Highlight and select the target cell or cells in the Simplified dimension editor, and
then press Ctrl+V.
3. When the Clipboard helper is displayed, press Ctrl+V again. The data is pasted to
the Clipboard helper.
4. Click Paste to paste the data into the Simplified dimension editor.
Editing Dimension Properties in the Simplified Dimension Editor
To access the Edit Dimension Properties tab in the Simplified dimension editor, from
the Home page, click Application, and then click Overview. Click Dimensions, and
then click the name of the dimension for which you want to view dimension
properties.
Dimension properties must conform to guidelines listed in Naming Restrictions.
Table 5-1
Dimension Properties
Property
Value
Dimension
Enter a name that is unique across all
dimensions.
Description
Optional: Enter a description.
Alias Table and Alias
Optional: Select an alias table. Enter an
alternate name for the dimension. See
Administering Alias Tables.
5-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Editing Dimension Properties in the Simplified Dimension Editor
Table 5-1
(Cont.) Dimension Properties
Property
Value
Cube
Select the cubes for which the dimension is
enabled. Clearing this option disables all
members of the dimension for the deselected
cube.
Two Pass Calculation
Recalculate values of members based on
values of parent members or other members.
Available for Account and Entity members
with Dynamic Calc or Dynamic Calc and
Store properties.
Apply Security
Allow security to be set on the dimension
members; must be selected before assigning
access rights to dimension members.
Otherwise, dimensions have no security and
users can access members without restriction.
Data Storage
Select a data storage option. The default is
Never Share.
•
Store—Stores data values of members.
•
Dynamic Calc and Store—Calculates
data values of members, and stores
values.
•
Dynamic Calc—Calculates data values
of members, and disregards the values.
•
Never Share—Prohibits members in the
same dimension from sharing data
values.
•
Label Only—Has no data associated
with the member.
•
Shared—Allows members in the same
dimension to share data values.
See Storage Options.
Display Option
Set application default display options for the
Member Selection dialog box. Select
Member Name or Alias to display members
or aliases. Member Name:Alias displays
members on the left and aliases on the right.
Alias:Member Name displays aliases on the
left and members on the right.
Editing Dimensions in the Simplified Dimension Editor 5-7
Editing Member Properties in the Simplified Dimension Editor
Table 5-1
(Cont.) Dimension Properties
Property
Value
Hierarchy Type
Available for dimensions bound to an
aggregate storage cube. Aggregate storage
dimensions are automatically enabled to
support multiple hierarchies. The first
hierarchy in a multiple hierarchy dimension
must be Stored.
Note:
For members with a Stored hierarchy type,
the only valid cube aggregation options are
Addition or Ignore. In a stored hierarchy, the
first member must be set to Addition. For
members with a Dynamic hierarchy type, all
cube aggregation options are valid. Stored
hierarchy members that are not children of
Label Only members must have Addition set
as the consolidation operator. Children of
Label Only members can be set to Ignore.
Custom Attributes
Click to Create or Synchronize custom
attributes for a dimension.
Editing Member Properties in the Simplified Dimension Editor
To access the Edit Member Properties tab in the Simplified dimension editor:
1.
From the Home page, click Application, and then click Overview.
2.
Click Dimensions, and then click the name of the dimension for which you want
to view member properties.
3.
Click Edit Member Properties.
4.
To edit member properties in the Simplified dimension editor grid, click within a
grid cell to edit text or to view a drop-down menu from which you can choose
member properties. You can also drag and drop member property values over to
rows and columns to fill in properties that are the same. See the Member
Properties table below for property options and descriptions.
See Working with the Simplified Dimension Editor Grid
5-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Editing Member Properties in the Simplified Dimension Editor
Note:
Each column in the Simplified dimension editor grid represents a member
property. The list of properties (columns) that initially displays on the grid can
be different based on which dimension type you are editing. You can
customize the layout of columns by hiding, unhiding, or resizing columns.
You can also display the complete set of properties (all columns) by clearing
the Default mode option. To customize the column layout in the Simplified
dimension editor grid, see Customizing the Column Layout.
Members must conform to guidelines listed in Naming Restrictions. Shared members
must be consistent with Working with Shared Members.
Table 5-2
Member Properties
Property
Value
Member Name
A name that is unique across all dimension
members
Description
Optional: A description of the member (you
can use the same description for multiple
members)
Alias Table
Optional: The alias table which stores the
alias name. Enter an alternate name for the
member in Alias. See Administering Alias
Tables.
For Account members only: Account Type
Select Expense, Revenue, Asset, Liability,
Equity, or Saved Assumption.
For descriptions, see Account Types.
For Account members only: Variance
Reporting
If the account type is Saved Assumption,
select Expense or Non-Expense. Designate
the saved assumption as a revenue, asset,
liability, or equity account.
For Account members only: Time Balance
Select Flow, First, Balance, Average, Fill,
Weighted Average - Actual_Actual, or
Weighted Average - Actual_365.
For descriptions, see Time Balance Property.
For Account members only: Skip
If the account type is Asset, Equity, or
Liability, select None, Missing, Zeros, or
Missing and Zeros.
For descriptions, see Setting Account
Calculations for Zeros and Missing Values.
For Account members only: Exchange Rate
Type
Data Type
Select Average, Ending, or Historical.
For descriptions, see Data Type and
Exchange Rate Type.
Select Currency, Non-currency, Percentage,
Date, or Text.
For descriptions, see Data Type and
Exchange Rate Type.
Editing Dimensions in the Simplified Dimension Editor 5-9
Editing Member Properties in the Simplified Dimension Editor
Table 5-2
(Cont.) Member Properties
Property
Value
For Account members only: Distribution
Sets the weekly distribution. Available for
leaf Account members if the option was
selected when creating the application and
the base time period is 12 months.
Hierarchy Type
Available for dimensions bound to an
aggregate storage cube. Aggregate storage
dimensions are automatically enabled to
support multiple hierarchies. The first
hierarchy in a multiple hierarchy dimension
must be stored.
Note:
For members with a stored hierarchy type,
the only valid cube aggregation options are
Addition or Ignore. In a stored hierarchy, the
first member must be set to Addition. For
members with a dynamic hierarchy type, all
cube aggregation options are valid. Stored
hierarchy members that are not children of
Label Only members must have Addition set
as the consolidation operator. Children of
Label Only members can be set to Ignore.
Data Storage
The data storage property. Never Share is the
default for new custom dimension members
(except root members).
Two Pass Calculation
Recalculate values of members based on
values of parent members or other members.
Available for Account and Entity members
with Dynamic Calc or Dynamic Calc and
Store properties.
For Entity members only: Base Currency
For Standard multiple currency applications
only, select the Entity member’s base
currency.
5-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Editing Member Properties in the Simplified Dimension Editor
Table 5-2
(Cont.) Member Properties
Property
Value
Cube Consol op
Select an aggregation option for each cube:
•
Not used for Cube (member will be
invalid for cube)
•
Addition
•
Subtraction
•
Multiplication
•
Division
•
Percent
•
Ignore
•
Never (member does not aggregate,
regardless of hierarchy)
You can select a source cube only if multiple
cubes are valid for the member. Only cubes
and aggregation options for which the
member’s parent is valid are available. If the
parent is not valid for a cube or aggregation
option, neither is the child member.
Deselecting a cube for an account or entity
parent member deselects it for all
descendents of that parent. For members with
a stored hierarchy type, the only valid
aggregation options are Addition or Ignore.
Caution:
Deselecting a cube for dimension members
after data is entered into an application may
result in loss of data when an application is
refreshed. For account members, data is lost if
the deselected cube is the source cube.
You can set usage by cube for members of
custom dimensions and the Period
dimension, similar to the Account and Entity
dimensions.
For Entity members only: Base Currency
For Standard multiple currency applications
only, select the base currency for the Entity
member.
For Account members only: Source Cube
Select the source cube for the member. A
shared member is a pointer to the base
member and is not stored; this is disabled for
shared members. The source cube of a shared
Account member matches the source cube of
the base member, even though Source Plan
field is unavailable because it does not apply
to shared members.
Smart Lists
Optional: Select a Smart List to associate with
the member.
Editing Dimensions in the Simplified Dimension Editor 5-11
Editing Member Properties in the Simplified Dimension Editor
Table 5-2
(Cont.) Member Properties
Property
Value
Enable for Dynamic Children
Enables users to create children for this
member by entering a member name in the
runtime prompt for a business rule that has
been configured with a dynamic parent
member (see About Dynamic Members).
Number of Possible Dynamic Children
This option is available if Enable for
Dynamic Children is selected. Enter the
maximum number of dynamically-added
members that users can create. The default is
10.
Access Granted to Member Creator
This option is available if Enable for
Dynamic Children is selected. Determines
the access that member creators have to
dynamic members that they create with a
runtime prompt:
•
Inherit—The member creator will
inherit the closest parent's access to the
newly-created member.
•
None—The member creator will not be
assigned any access to the newly-created
member. (An administrator can later
assign the member creator access to the
members.)
•
Read—The member creator will be
assigned Read access to the newlycreated member.
•
Write—The member creator will be
assigned Write access to the newlycreated member.
Note:
If an administrator changes these settings,
they affect only future dynamic members;
they do not retroactively affect dynamic
members.
Adding Members in the Simplified Dimension Editor
Members must conform to guidelines listed in Naming Restrictions.
To add shared members, see Adding Shared Members in the Simplified Dimension
Editor.
To add members in the Simplified dimension editor:
1. From the Home page, click Application, and then click Overview.
2. Click Dimensions.
3. Click the down arrow next to Cube to filter the list of dimensions by cube.
5-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Editing Member Properties in the Simplified Dimension Editor
4. Click the name of the dimension that you want to update.
5. Click Edit Member Properties.
Tip:
To choose a different dimension, click the down arrow next to the dimension
name at the top of the page.
6. Add members:
•
To add a child member, select the parent level member, and then click Add
Child.
•
To add a sibling member, select a member, and then click Add Sibling.
•
To add an All Years parent member that includes all members of the Years
dimension, select the Years dimension and then click Add All Years.
The All Years parent member enables users to view the accumulated data
across multiple years, for example, a project's total cost up to its end date. The
All Years member does not include the No Year member, if one is defined for
the application.
7. To set or change member properties, click a cell in the Edit Member Properties
grid and make updates. See Editing Members in the Simplified Dimension Editor.
8. To undo the last change you made before saving, click Undo.
9. To undo all changes that were made since the last save, click Refresh.
10. To save your changes, click Save.
11. To apply your changes across the application after a save, click Refresh Database.
12. After creating a dimension member, you typically complete these tasks:
•
Assign access. Click Actions, and then click Assign Permissions. See Adding,
Editing, and Removing Access to Members.
•
Assign custom attributes. See Working with Attributes.
Editing Members in the Simplified Dimension Editor
You can edit members directly in the Simplified dimension editor grid.
To edit members:
1. From the Home page, click Application, and then click Overview.
2. Click Dimensions.
3. Click the down arrow next to Cube to filter the list of dimensions by cube.
4. Click the name of the dimension that you want to edit.
5. Click Edit Member Properties.
Tip:
To choose a different dimension, click the down arrow next to the dimension
name at the top of the page.
Editing Dimensions in the Simplified Dimension Editor 5-13
Editing Member Properties in the Simplified Dimension Editor
6. Take an action:
•
To add members, see Adding Members in the Simplified Dimension Editor
•
To navigate the dimension editor grid and to focus your editing on certain
members, rows, or columns, see Working with the Simplified Dimension
Editor Grid.
•
To modify member properties, click within a cell on the dimension editor grid
and select an option from the drop-down list. For example, to edit the Account
Type for an Account dimension member, click within a cell in the Account
Type column. Click the down arrow that appears within the cell, and then
select an Account Type option. For descriptions of member properties, see
Editing Member Properties in the Simplified Dimension Editor.
•
To delete members, see Deleting Members in the Simplified Dimension Editor.
7. To undo the last change you made before saving, click Undo.
8. To undo all changes that were made since the last save, click Refresh.
9. To save your changes, click Save.
10. To apply your changes across the application after a save, click Refresh Database.
Deleting Members in the Simplified Dimension Editor
Each data value is identified by a set of dimension member values and a cube.
Deleting dimension members or deselecting the cube results in data loss when
refreshing an application. Deleting entity members deletes all approval units
(including data) associated with them.
Before deleting members, understand where in the application they are used (in which
forms, approval units, exchange rates, and so on) by using Show Usage. See Showing
Member Usage in an Application.
You must delete the entity member throughout the application before deleting it from
dimension. For example, if the entity member is used in a form, you must delete it
from the form before deleting it from dimensions.
When deleting a large subtree of entities, you can improve performance if you first
exclude approval units for the subtree (by excluding the root member) for all scenarios
and versions. See Approvals Process.
To delete members:
1. From the Home page, click Application, and then click Overview.
2. Click Dimensions.
3. Click the down arrow next to Cube to filter the list of dimensions by cube.
4. Click the name of the dimension that contains the member you want to delete.
5. Click Edit Member Properties.
Tip:
To choose a different dimension, click the down arrow next to the dimension
name at the top of the page.
5-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Editing Member Properties in the Simplified Dimension Editor
6. From the dimension editor grid, select the member to delete.
7. Click Delete Member.
Note:
Deleting a base member also deletes its shared members.
8. In the Delete Member query, click OK.
9. Update and validate business rules and reports.
Adding Shared Members in the Simplified Dimension Editor
Sharing members allow alternate rollup structures within an application. A base
member must exist before you can create a shared member. You can create multiple
shared members for the base member. A base member must display before its shared
members in position from top to bottom.
Shared members are available for Entity, Account, and user-defined custom
dimensions. Shared member values can be ignored to avoid double-counting values
when you roll up the outline.
Shared members share some property definitions with base members, such as member
name, alias name, base currency, and cubes for which members are valid. Shared
members must have unique parent members and different rollup aggregation settings.
Custom attributes, custom attribute values, and member formulas are not allowed for
shared members. Renaming base members renames all shared members.
Shared members cannot be moved to another parent member. You must delete shared
members and recreate them under different parent members. The base member need
not be level zero. You can enter data in shared members, and values are stored with
base members.
To add shared members in the Simplified dimension editor:
1. View Edit Member Properties.
See Accessing the Simplified Dimension Editor.
2. Add shared members:
a. Add a child member with the same name as the base member.
b. For Parent Name of the new member, type a new parent name.
c. For Default Data Storage of the new member, select Shared.
3. Click Save.
Data storage properties for all other cubes will automatically be set to Shared.
Editing Dimensions in the Simplified Dimension Editor 5-15
Editing Member Properties in the Simplified Dimension Editor
5-16 Administering Planning for Oracle Planning and Budgeting Cloud
6
Designing Custom Navigation Flows
Related Topics:
Understanding Navigation Flows
Viewing and Working with Navigation Flows
Understanding Navigation Flows
Navigation flows give application designers control over how various roles, or groups,
interact with the application. The Navigation Flow Designer enables you to customize
the application interface. For example, you can change the names of the cards and
clusters that display on the Home page and the order in which they are displayed. You
can hide cards, create new cards, and group cards into clusters. You can also
customize the vertical and horizontal tabs that display on a card.
Watch these videos to better understand navigation flows.
•
Overview Video
•
Tutorial Video
Related Topics:
•
What Can Be Customized in the Application Interface?
•
Navigation Flow Customization Categories
•
Navigation Flow Permissions
•
Predefined Navigation Flows
•
Viewing and Working with Navigation Flows
What Can Be Customized in the Application Interface?
•
Labels for cards or tabs
•
Icons that are used for cards or tabs
•
Hide and unhide cards and tabs
•
Display order of cards and tabs
•
Add new cards
Designing Custom Navigation Flows 6-1
Understanding Navigation Flows
•
Add existing cards
•
Add new horizontal or vertical tabs
•
Remove navigation flows, cards, and tabs
•
Group cards into clusters
•
Add existing clusters
See Viewing and Working with Navigation Flows.
Navigation Flow Customization Categories
Navigation flows are categorized as follows for customization:
1.
Global—Navigation flows are seen by all users
2.
Role—Navigation flows are seen only by users in a specific role; for example,
Planner or Interactive User
3.
Group—Navigation flows are seen only by users belonging to a specific group
Navigation flows can be defined at any of these levels. In cases where navigation flows
exist at multiple levels, updates are applied in the order of highest (global) to lowest
(groups).
For example, if you create a navigation flow that displays a card on the Home page
named "My Tasks", and then another administrator duplicates the navigation flow,
makes the following changes to the card, and then associates the navigation flow with
a group:
•
At the global level, they rename "My Tasks" to "Company Tasks"
•
At the group level, for a group named Sales, they rename "My Tasks" to "Sales
Tasks"
Users who belong to the group called Sales will see the label "Sales Tasks" in the
navigation flow instead of "My Tasks," and all other users will see the label "Company
Tasks".
Navigation Flow Permissions
The application offers three levels of permissions for navigation flows:
•
Role-based—Permissions are granted to users or groups assigned to a specific
role; for example, a Planner will see different cards displayed on the Home page
than an Administrator
•
Artifact-based—Permissions are granted to users or groups who can see certain
artifacts; for example, a Planner will see only the forms to which they have been
assigned permission
•
Global—Permissions are granted to all users
Predefined Navigation Flows
The application comes with one predefined navigation flow, called Default. The
Default navigation flow is read only; therefore, you cannot make any modifications to
it.
6-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Viewing and Working with Navigation Flows
These are the operations you can and cannot perform on the Default navigation flow:
•
Name—You cannot modify the name.
•
Delete—You cannot delete the navigation flow.
•
Edit—You can view the navigation flow details, but you cannot change anything.
•
Activate or Deactivate—You can activate or deactivate the navigation flow.
•
Duplicate—You can make a copy of the navigation flow.
Viewing and Working with Navigation Flows
Administrators can view a list of navigation flows, including the predefined
navigation flow, within the Navigation Flow page.
The Navigation Flow page lists each navigation flow by name, indicates the role or the
group that has access to the navigation flow (if assigned), and provides a description
of the navigation flow (if provided). The listing also indicates whether the navigation
flow is active or not.
To view the navigation flow:
1. Click Tools, and then click Navigation Flow.
2. To work with a navigation flow, perform an action:
•
To create and duplicate navigation flows, see Creating and Duplicating
Navigation Flows.
•
To edit a navigation flow, see Editing a Navigation Flow.
•
To activate or deactivate a navigation flow, see Activating and Deactivating
Navigation Flows.
•
To rename cards and tabs, see Customizing Labels for Cards, Tabs, and
Clusters.
•
To customize the graphics used for cards and tabs, see Customizing Icons for
Cards and Vertical Tabs.
•
To hide and unhide cards and tabs, see Hiding and Unhiding Cards and Tabs.
•
To change the display order of cards on the Home page, see Changing the
Display Order of Cards on the Home Page.
•
To add cards, see Adding Cards.
•
To add tabs, see Adding Tabs to a Tabular Page.
•
To remove navigation flows, cards, and tabs, see Removing Navigation Flows,
Cards, and Tabs.
•
To group cards into clusters, see Grouping Cards into Clusters.
Creating and Duplicating Navigation Flows
To create a navigation flow, you must first select an existing navigation flow and make
a copy of it. Then edit the duplicate navigation flow details and save them.
Designing Custom Navigation Flows 6-3
Viewing and Working with Navigation Flows
To create and duplicate a navigation flow:
1. Open the Navigation Flow page. See Viewing and Working with Navigation
Flows.
2. Select the navigation flow you want to copy, then in the upper right-hand corner of
the page, click
, and then select Create Copy.
3. Enter a name for the navigation flow, and then click OK.
4. Edit details for the navigation flow. See Editing a Navigation Flow.
Note:
New flows are marked Inactive until they are activated by the administrator.
To activate a navigation flow, see Activating and Deactivating Navigation
Flows.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Editing a Navigation Flow
To edit a navigation flow:
1. Open the Navigation Flow page. See Viewing and Working with Navigation
Flows.
2. Click the name of the navigation flow you want to edit.
Note:
The predefined navigation flow is not editable. However, you can create a
copy of a predefined navigation flow and edit the copy. See Predefined
Navigation Flows.
3. Edit details of the navigation flow:
•
Name—The name is editable if the navigation flow is not a predefined
navigation flow.
•
Assign To—Click
role.
•
Visible—Indicates whether a card in the navigation flow is visible on the
Home page to the users in the group.
•
Order—The cards within the navigation flow are listed in the order in which
they are displayed on the Home page, if visible. Selecting an up or down arrow
option repositions the cards in the listing and changes the display order of the
cards on the Home page. Selecting the right arrow moves a card into a cluster.
•
Remove—Removes a card or cluster from the navigation flow.
to assign the navigation flow to a group of users or to a
6-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Viewing and Working with Navigation Flows
•
Add Card—Adds a new card to the navigation flow. See Adding Cards.
•
Add Cluster—Adds a new cluster to the navigation flow. See Grouping Cards
into Clusters.
•
Add Existing Card/Cluster—Adds an existing card or cluster to the navigation
flow.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Activating and Deactivating Navigation Flows
You can create multiple navigation flows for each category (global, role, or group), but
only one navigation flow can be active in each category. Whenever you make a
navigation flow active, the other navigation flows in the same category will become
inactive.
Note:
The application requires one active global navigation flow. To make a
different global navigation flow active, select another global navigation flow
and activate it.
For information about categories, see Navigation Flow Customization Categories.
These are the operations users can and cannot perform on an active navigation flow:
•
Name—Users cannot modify the name.
•
Delete—Users cannot delete the navigation flow.
•
Edit:
–
Users can view the navigation flow definition, but they cannot change
anything.
–
If the application is in maintenance mode, then users can save any
modifications.
•
Activate or Deactivate—Users can activate or deactivate a navigation flow.
•
Duplicate—Users can make a copy of a navigation flow.
To activate or deactivate a navigation flow:
1. Open the Navigation Flow page. See Viewing and Working with Navigation
Flows.
2. In the Active column, click Active or Inactive. An active flow will be marked
inactive. Conversely, an inactive flow will be marked active.
Customizing Labels for Cards, Tabs, and Clusters
You can customize the labels for cards (the icons that display on the Home page), tabs,
and clusters. Labels are limited to 25 characters or less. For vertical tabs, there is no
character limitation since the label for vertical tabs displays as hover text.
Designing Custom Navigation Flows 6-5
Viewing and Working with Navigation Flows
To customize labels for cards, tabs, and clusters:
1. Open the Navigation Flow page and click the name of the navigation flow you
want to edit. See Viewing and Working with Navigation Flows.
2. If customizing the label for a card or cluster:
a. Click the name of the card or cluster you want to edit.
b. Enter a new name and save it.
3. If customizing the label for a tab:
a. Click the name of the card you want to edit.
b. In the tab listing on the Manage Tab page, click the name of the tab you want to
edit.
c. Enter a new name for the tab and save it.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Customizing Icons for Cards and Vertical Tabs
You can change the icons used for cards and vertical tabs. You must pick from the
available icons provided in the graphics library.
To customize the icons for cards and vertical tabs:
1. Open the Navigation Flow page and click the name of the navigation flow you
want to edit. See Viewing and Working with Navigation Flows.
2. If customizing the icon for a card:
a. Click the name of the card you want to edit.
b. Click the icon for the card, select a new icon from the library, and then save it.
3. If customizing the icon for a tab:
a. Click the name of the icon you want to edit.
b. In the tab listing on the Manage Tab page, click the name of the tab you want to
edit.
c. Click the icon for the tab, select a new icon from the library, and then save it.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Hiding and Unhiding Cards and Tabs
You cannot hide the following navigation elements:
•
The Application cluster and these cards in the Application cluster:
–
Settings
6-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Viewing and Working with Navigation Flows
–
•
Migration
The Tools cluster and these cards in the Tools cluster:
–
User Variables
–
Access Control
–
Navigation Flow
–
Daily Maintenance
To hide and unhide cards and tabs:
1. Open the Navigation Flow card and click the name of the navigation flow you
want to edit. See Viewing and Working with Navigation Flows.
2. If hiding or unhiding a card:
a. Click the name of the card you want to edit.
b. Set Visible to Yes or No.
3. If hiding or unhiding a tab:
a. Click the name of the card you want to edit.
b. In the tab listing on the Manage Tab page, click the name of the tab you want to
edit.
c. Set Visible to Yes or No.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Changing the Display Order of Cards on the Home Page
You can change the display order of cards in the Navigation Flow Designer. Cards
display on the Home page in the order they appear within the listing
To change the display order of the cards on the Home page:
1. Open the Navigation Flow page. See Viewing and Working with Navigation
Flows.
2. In the listing, use the up and down arrows in the Order column to move cards up
or down in the navigation flow order.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Adding Cards
The icons you see on the application Home page are called cards. Cards are specific to
each functional area of the application. Each card navigates users to the corresponding
area, where other information is displayed as one or more tabbed pages. You can
create single page or multiple page (tabular) cards.
You can also group cards into clusters. See Grouping Cards into Clusters.
Designing Custom Navigation Flows 6-7
Viewing and Working with Navigation Flows
To add cards to a navigation flow:
1. Open the Navigation Flow page and click the name of the navigation flow you
want to edit. See Viewing and Working with Navigation Flows.
2. To add an existing card or cluster to the navigation flow, click Add Existing Card/
Cluster and select a card or cluster.
3. To add a new card to the navigation flow, click Add Card, and then select details
for the new card:
•
Name—Enter the card label.
•
Visible—Select whether the card is visible to users on the Home page.
•
Cluster—If clusters exist, select a cluster for the card or select None.
•
Icon—Select the graphic that will be displayed for the card you are creating.
Choose from the available graphics provided in the graphics library.
•
Content—Select from the following options:
–
Page Type—Select a single page or a multiple page (tabular) format.
–
Artifact—Click
to select an artifact in the Artifact Library; for
example, if the artifact is a form, then select the specific form from the
artifact listing. Available artifacts include forms, dashboards, and financial
reports.
Note:
Composite forms are not supported in navigation flows. Oracle recommends
that you create a dashboard instead.
–
•
Orientation—For a card with a tabular page format, select Vertical or
Horizontal.
For a page with a tabular format, add new or existing tabs and sub tabs. See
Adding Tabs to a Tabular Page.
4. Click Save and Close.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Adding Tabs to a Tabular Page
Tabs can be horizontal or vertical. For example, the Valid Intersections card (under
the Application cluster) is a tabular page with two horizontal tabs at the top of the
page: Setup and Reports.
You can also create tabular pages with vertical tabs. Vertical tabs display a graphic
and text appears when the cursor is hovered over the tab. Horizontal tabs display text
labels only.
To add tabs to a tabular page:
6-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Viewing and Working with Navigation Flows
1. Open the Navigation Flow page and click the name of the navigation flow you
want to edit. See Viewing and Working with Navigation Flows.
2. Add a new card by clicking Add Card or edit an existing card by clicking the name
of the card you want to edit.
3. On the Manage Card page, for Page Type, select Tabular Page.
A tab listing displays at the bottom of the Manage Card page.
4. To edit an existing tab, click a tab name from the tab listing, and edit tab details.
5. To add a new tab, click Add New Tab, and then edit tab details.
6. To add an existing tab, click Add Existing Tab.
7. To add new or existing sub tabs to a tab:
a. Click the name of a tab in the in the tab listing.
b. For Page Type, select Tabular Page.
c. Click Add New Sub Tab or Add Existing Sub Tab, and then edit sub tab
details.
8. Click Save and Close. To see your changes, log out and log back in again.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Removing Navigation Flows, Cards, and Tabs
You cannot remove the following navigation elements:
•
•
The Application cluster and these cards in the Application cluster:
–
Settings
–
Migration
The Tools cluster and these cards in the Tools cluster:
–
User Variables
–
Access Control
–
Navigation Flow
–
Daily Maintenance
To remove navigation flows, cards, and tabs:
1. Open the Navigation Flow page. See Viewing and Working with Navigation
Flows.
2. If removing a navigation flow:
a. Select the navigation flow you want to remove.
b. In the upper right-hand corner of the page, click
, and then select Delete.
Designing Custom Navigation Flows 6-9
Viewing and Working with Navigation Flows
Note:
You cannot delete the predefined navigation flow, called Default.
3. If removing a card:
a. Click the name of the navigation flow you want to edit.
b. In the Remove column for the card you want to remove, click
.
4. If removing a tab:
a. Click the name of the navigation flow you want to edit.
b. Click the name of the card you want to edit.
c. In the tab listing at the bottom of the Manage Tab page, in the Remove column
for the tab you want to remove, click
.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
Grouping Cards into Clusters
A cluster is a grouping of cards. You must first create a cluster and then you can
assign cards to it. You can also add existing clusters to navigation flows.
To group cards into clusters:
1. Create a new cluster or add an existing cluster:
a. Open the Navigation Flow page and click the name of the navigation flow in
which you want to add a cluster. See Viewing and Working with Navigation
Flows.
b. To create a new cluster, click Add Cluster, enter or select the cluster details, and
then choose a graphic for the cluster.
c. To add an existing cluster, click Add Existing Card/Cluster.
d. Click Save and Close.
The newly added cluster displays in the listing.
2. Select the cards to include in the cluster:
a. To the right of each card that you want to move, in the Order column, click
.
b. Select the cluster, and then click OK.
The cards will appear in the listing as children of the cluster. Use the up and down
arrows next to the cards to reorder the cards within the cluster, if needed.
To reload a navigation flow to view design time changes, see Reloading a Navigation
Flow.
6-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Viewing and Working with Navigation Flows
Reloading a Navigation Flow
To display design changes while you are working with a navigation flow, you can
reload the navigation flow.
To reload a navigation flow after making design changes:
1. Click the down arrow next to the user name.
2. On the Setting and Actions menu, click Reload Navigation Flow.
Switching Navigation Flows at Runtime
If you belong to multiple groups or if a navigation flow is assigned to a role, you
might have access to more than one navigation flow.
To switch navigation flows at runtime:
1. From the Home page, click Navigator
.
2. On the Navigator menu, click the down arrow next to the title of the navigation
flow.
Designing Custom Navigation Flows 6-11
Viewing and Working with Navigation Flows
3. Select the navigation flow that you want to view.
6-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
7
Designing Dashboards
Related Topics:
The Power of Dashboards
Concepts in Designing Dashboards
Designing Dashboards
About Your Dashboard's Layout
About the Gauge Chart Type
About Global and Local POVs
Comparing Dashboards to Composite Forms
The Power of Dashboards
Dashboards typically provide an overview to planners at the beginning of their
planning and forecast process by showing summary data. The versatility of
dashboards enables planners to chart, evaluate, highlight, comment on, and even
change key business data. They can change a driver such as Volume in a form that's in
a dashboard and immediately see its impact in other forms and charts:
You create dashboards by simply dragging and dropping a variety of objects from the
design pallet to the dashboard canvas.
With dashboards, you can:
•
Include up to six forms that dynamically update, including their associated charts,
as planners change data in the form.
Designing Dashboards 7-1
Concepts in Designing Dashboards
•
Include up to nine charts or tiles. Tiles display a specific value from the cube. To
provide the value for each tile, you can specify a form or a cell intersection as a
data source.
•
Switch between using the design pallet and runtime mode, so you can see exactly
what the dashboard user will see.
•
Depict data interactively with a wide variety of chart types such as area, bar,
bubble, column, combination bar and line, doughnut, funnel, gauge, scatter,
radar, and so on.
•
Add links to dynamically display external Web pages.
•
Finely control the dashboard’s layout. For example, two forms can consume the
top half of a dashboard and three charts can each consume 33% of the bottom half.
•
Depending on the form design, enable users to drill down into underlying detail
and select which members to work with.
•
Include user variables in the global POV bar and the local POV.
•
Include explanations of data called Commentary in the dashboard.
When planners use a dashboard (referred to as runtime), they can set many aspects of
the object, such as the type of chart displayed, the dashboard’s title, and so on. A
toolbar is available for each object type. Dashboard users can change and save data,
run rules, and so on.
Administrators create, redesign, delete, and assign permissions to dashboards.
Watch this tutorial video to learn how to create dashboards.
Tutorial Video
Related Topics:
•
Concepts in Designing Dashboards
•
Designing Dashboards
•
About Your Dashboard's Layout
•
About the Gauge Chart Type
•
About Global and Local POVs
•
Comparing Dashboards to Composite Forms
Concepts in Designing Dashboards
Helpful information as you design dashboards:
•
On the left is the design palette. Simply drag and drop objects from the palette to
the canvas.
Tip:
Drag an object to a border line. The drag icon changes to a plus sign when you
can drop the object in an allowed space. See About Your Dashboard's Layout.
7-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Designing Dashboards
•
On the top right are settings for the entire dashboard:
•
Use Settings
to set these aspects of the dashboard:
For more information about POVs, see About Global and Local POVs.
•
At the top right of each object is a toolbar for that object that displays when you
hover over it:
•
As you create a dashboard, click Runtime
so that you can immediately see
how the dashboard looks and works to a dashboard user. To return to designer
mode to continue designing the dashboard, click Designer.
Designing Dashboards
1. From the Home page, click
, and then Create.
2. Enter a name.
•
To change the default dashboard name, click its name, and enter a new name
in the input box.
•
To give the dashboard a title with custom formatting, click Settings, clear Use
name as title, and then enter the title and set formatting the dialog box.
3. From the design palette on the left, drag and drop objects onto the dashboard
canvas.
Select from these objects:
Designing Dashboards 7-3
Designing Dashboards
Table 7-1
Dashboard Objects
Object
Description
Forms
Select simple forms to include in the dashboard by navigating
the forms folders or by searching for them by name.
Note:
The access permissions set for forms are honored in
dashboards.
Chart Types
Select the chart types to include in the dashboard. When first
added, a selected chart has sample data. You then associate it
with a form as its data source. When you link a chart to a form,
users can immediately see the impact of changing data in the
form on the associated charts.
The Combination chart type alternates displaying row data
with vertical bars and lines in the chart. For example, the data
in row 1 of a form is displayed as a bar and the data in row 2
as a line, with alternating chart types for even and oddnumbered rows. Although the Combination chart type can
display up to 20 rows of data, it’s particularly useful when you
want to compare two categories of data. For example, you
want to compare Germany and France’s average exchange
rates over several years, so the form has Germany rates in row
1 of the form, and France’s rates are in row 2.
For information on the Gauge chart type, see About the Gauge
Chart Type.
7-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
About Your Dashboard's Layout
Table 7-1
(Cont.) Dashboard Objects
Object
Description
Tile
Sometimes called performance tiles, a tile is a chart type that lets
you select specific values from the cube to display. In addition
to using a form as a data source, you can directly enter a cell
intersection that provides the value for a tile. You can have up
to 6 tiles across, and 4 rows down in a dashboard, and give
them a title. Until you associate a tile with data, it displays
sample data.
With a form as the data source for a tile:
•
•
You can have up to six tiles per object.
The values in the first column (up to the sixth row) are
used to create the tiles.
Note: Sometimes in a form, the first column may be
collapsed (hidden) when viewed as a grid. But the
collapsed column is still considered when the tile gets its
values from the form.
•
The tile’s title is the row’s title, and it gets its values from
the first column, then by row.
•
You can set the tile’s title, the tile’s height percentage,
legend, and can select which axes from the form to
include. For example, if you select a form with three rows,
the tile displays three values.
With a cell intersection as the data source for a tile, you can
have only one tile per object.
Tip:
To select a tile chart type, expand the list of chart types by
clicking the link at the bottom of the list.
Commentary
Select External Artifacts, and then Commentary. Enter text
that explains the data or charts.
URL
Dynamic web page summary. Select External Artifacts, and
then URL. Insert only external site URLs starting with the
https:// security protocol. Do not use internal or relative
URLs or URLs for unconsenting third party sites such as
google.com.
4. Customize the dashboard using the dashboards settings and the objects’ hover
toolbar, and then click Save.
See About Your Dashboard's Layout.
You can easily duplicate and modify a dashboard using Copy As on the Dashboard
list page. Select the dashboard, and then click Actions
.
About Your Dashboard's Layout
About setting up a dashboard layout:
•
The first object you drag occupies the whole canvas.
Designing Dashboards 7-5
About the Gauge Chart Type
•
Then drag objects to the left, the right, the top, or the bottom of the existing object.
•
The dashboard canvas provides two types of drop zones: One to place two objects
next to each other, each occupying half the space, and the other to place three
objects, each occupying a third of the space.
•
You can design a dashboard with objects to display vertically, horizontally, and
each can have its own size.
•
To resize an object that uses Flexible layout, drag the object’s border.
•
To resize an object that uses Fixed layout, set its width or height percentage in
Settings.
•
The form layout can be asymmetric.
•
In runtime mode, if a user doesn't have access to a form or if the form is missing,
then an adjacent object takes its space. In designer mode, all empty objects are
displayed so that the designer can choose to remove them.
About the Gauge Chart Type
A gauge chart type is handy for showing whether data values fall within an acceptable
range or not. You set the maximum value, the range maximums, and the gauge
displays ranges as red, yellow, and green to help you quickly assess a current value.
So, gauge chart types help you identify problems in important data points or
measures. For example, you could use a gauge to display the current sales, where the
thresholds are set to represent the sales targets.
If the form has multiple values, you can display multiple gauges, up to a maximum of
36 (the values in the first 6 rows and the first 6 columns in the form). The remaining
values in the form are ignored. If you want the gauge chart to display only one value,
then associate it with a form that has only one cell value.
Dashboard designers can set:
•
Maximum Value: The highest value on the gauge. The dashboard designer sets
the Maximum Value as a default, and then planners can temporarily change it at
runtime. If the dashboard designer doesn't specify a maximum value, the
application automatically sets the maximum value as greater than the value on the
gauge.
•
Thresholds:
–
Low, Medium, and High thresholds: To visually indicate whether a measure
lies in the acceptable range or not, these thresholds enable you to display the
gauge in red, yellow and green based on the specified values.
–
Thresholds where low values are desirable.
–
Appropriate labels for the thresholds that are displayed when hovering over
the thresholds in the gauge.
7-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
About the Gauge Chart Type
For example, here's a form's data:
Here's the resulting dial gauge:
Designing Dashboards 7-7
About Global and Local POVs
Note:
If a cell in the form is missing a value, no gauge is displayed for that cell. Also,
you must specify at least 2 consecutive thresholds. The application needs the
middle threshold value to calculate the chart.
About Global and Local POVs
A local POV on a form reflects the dimension members the form designer selected for
that form. Dashboards and composite forms also support global POV bars, so that the
local POVs that are common are combined in the global POV bar to avoid repeating
them in each object. Here's a dashboard that shows a global POV bar (showing Entity,
Product, and Year) and a local POV (the Plan drop-down list showing Q2):
With a global POV bar, if you change a page in the global POV bar and then click GO,
the page changes for all objects that are based on forms. The global POV bar displays
at the top of the dashboard above all the objects, while the local POV bar displays
within the object. User variables are supported in both global and local POVs in
dashboards.
In dashboard Settings, you can set whether to show or hide POVs and whether to
enable or disable global POV bars. (If you select Hide for POV Bars, and Enable for
Global POV Bar, the Hide option overrides the Enable option.) The global POV bar is
enabled by default; if you disable it, the complete POV is displayed for each local POV
as applicable.
About global POV bars:
•
The POV Bar is made up of local POV dimensions, Page dimensions and user
variables.
•
Depending on the local POV and page of each form on the dashboard, the global
POV bar is automatically calculated.
•
They are reflected in the other objects using forms in that dashboard. That is, they
apply to forms in a dashboard, to charts that are linked to forms, and to tiles that
use forms as a data source. So if the dashboard doesn’t include a form as a data
source, then neither the local nor global POV bar is available.
Here's an example of how the global POV bar is calculated, based on the local POV
dimensions for two forms:
7-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Comparing Dashboards to Composite Forms
The global POV bar is disabled:
•
Form A local POV: Year, Entity, Product
•
Form B local POV: Year, Entity, Project
The global POV bar is enabled:
•
Global POV bar: Year, Entity
•
Form A local POV: Product
•
Form B local POV: Project
Because not all dimensions and page selections may be common to all forms on a
dashboard, the complete POV for a dashboard object may get split between the local
and global POV bar. The global POV bar and the local POV together contain the
complete intersection information for each form on a dashboard.
If there is only one object on the dashboard that uses a form as a data source, then the
entire POV/page of the form can be moved to the global POV bar.
If there is more than one object on a dashboard that use forms as a data source, then
this is how the application determines which dimensions go in the global POV bar or
stay in the local POV:
•
If the dimension is in the POV or page of all the forms, and the member selection
is the same in all the forms, the dimension goes in the global POV bar.
•
If the dimension is in the POV on one form and in the page of another form, then
the dimension stays in the local POV.
•
If the dimension is in the POV, then the same members must be selected in all the
forms for the dimension.
•
If the dimension is a page dimension, then the selected page members must be the
same and display in the same order in all the forms.
Comparing Dashboards to Composite Forms
To help you decide whether to design a dashboard or a composite form for a business
case, this table compares their features.
Table 7-2
Comparing Dashboards to Composite Forms
Feature
Dashboards
Composite Forms
Learn More
Support for Smart
Forms
Yes
No
Using Your Own
Excel Formulas in
Planning
Data changed in one
form updates the
data in other forms
Yes
No
The Power of
Dashboards
Its designer uses the
Simplified Interface
Yes
No
Designing
Dashboards
Designing Dashboards 7-9
Comparing Dashboards to Composite Forms
Table 7-2
(Cont.) Comparing Dashboards to Composite Forms
Feature
Dashboards
Composite Forms
Learn More
What-you-see-iswhat-you-get
designer
Yes
No
Concepts in
Designing
Dashboards
Ability to maximize
an object
Yes
No
Concepts in
Designing
Dashboards
Number of
supported chart
types
11
5
Designing
Dashboards
Supports a master
form with detail
forms
No
Yes
Creating Master
Composite Forms
Can run business
rules at the global
form level
Partly
Yes
Administering Rules
Supports Smart Push
at the global form
level
No
Yes
Moving Data
Can include external
artifacts (URLs and
commentary)
Yes
No
Designing
Dashboards
End users can hide
the POV bars and
toolbars
Yes
No
Supports
performance tiles
(which display the
value of a single cell)
Yes
No
Designing
Dashboards
End users can change
the chart type at
runtime
Yes
No
Analyzing Data
Using Dashboards
Supports a global
and local POV bar
Yes
Yes
About Global and
Local POVs
Supports instructions
No
Yes
Creating Simple
Forms
Note: Dashboards
don’t have a global
Actions menu, so
rules can’t be
launched manually.
They can be executed
only with the options
Run Before Load and
Run After Save .
7-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Comparing Dashboards to Composite Forms
Table 7-2
(Cont.) Comparing Dashboards to Composite Forms
Feature
Dashboards
Composite Forms
Learn More
Supports
descriptions
No
Yes
Creating Simple
Forms
Enables navigating to
other forms
No
Yes
Provides a global
Actions menu
No
Yes
Supports displaying
forms as tabs instead
of split panes
No
Yes
Setting Composite
Form Layout
Supports sections in
forms
No
Yes
Setting Composite
Form Section
Properties
Designing Dashboards 7-11
Comparing Dashboards to Composite Forms
7-12 Administering Planning for Oracle Planning and Budgeting Cloud
8
Managing Sandboxes
Related Topics:
About Sandboxes
Enabling Sandboxes
Enabling Version Members
How Sandboxes Work with HSP_View and Version Members
What Happens When a Sandbox is Published?
Managing Sandboxes
Sandboxes and Other Functionality
About Sandboxes
Sandboxes enable planners to keep their work private (from other non-administrators)
as they develop their plans (see "Building a Plan Privately" in the Working with
Planning for Oracle Planning and Budgeting Cloud). Planners may want to privately
experiment with various outcomes in a sandbox without having others see their
numbers until they've completed their analysis. When they're ready to make their
numbers public (to others having access to them), they publish the data in the sandbox.
Some basics about sandboxes:
•
Sandboxes are enabled at the cube level. You can select the Enable Sandboxes
option for block storage cubes that are seeded when you create the application.
You can also select the Enable Sandboxes when you create a new block storage
cube. You can’t later change the Enable Sandboxes option for existing cubes,
including cubes created by default such as Plan1. See Enabling Sandboxes.
•
By default, forms and ad hoc grids are in base view. When a planner starts working
in a sandbox, the form switches from base view to sandbox view. In sandbox view,
the planner's data is saved independently of the application's data. When planners
are done privately modifying and analyzing data in the sandbox, they publish the
sandbox. When published, the new and changed data is saved to the application.
The form is then back in base view. See What Happens When a Sandbox is
Published?.
•
All access permissions are in effect in sandboxes, including security on approval
units. For example, if the Version member is part of an approval unit that is in the
approvals process, planners have write access only when they are the current
owner of the approval unit.
•
Planners can have multiple sandboxes and switch among them.
Managing Sandboxes 8-1
Enabling Sandboxes
Note:
If a planner switches to a sandbox from a composite form, all the forms that
comprise the composite form also switch to sandbox view.
•
Multiple planners can simultaneously work in multiple sandboxes without
affecting each other's work.
•
Administrators can see the names of (and data in) all sandboxes, which version
member they're based on, who created each one, when they were last modified.
Administrators can also delete anyone's sandbox. To manage sandboxes, from the
Home page, click Application, then click Overview, then Actions, and then
Manage Sandboxes.
•
Because dynamic members are automatically calculated, planners can
immediately see the effect of their changes.
•
When a cube is enabled for sandboxes, a dimension called HSP_View is added,
with three members: BaseData, SandboxData, and ConsolidatedData. See How
Sandboxes Work with HSP_View and Version Members.
•
When working in a sandbox, planners can add members, but those members
aren't added to the base version when the sandbox is published.
Enabling Sandboxes
To enable sandboxes:
1. When you create an application, a block storage cube is created, which you can
enable for sandboxes by selecting Enable for the Sandboxes option. You can also
enable sandboxes when you create custom block storage cubes by selecting Enable
Sandboxes.
You can enable sandboxes only in Standard applications and for custom cubes
created in Enterprise applications, not for Reporting applications. After you enable
sandboxes for a cube, you can’t later disable that option. If you enable sandboxes
for a cube, Version members have the Enable Sandboxes option.
2. Create and enable Version members for sandboxes, as described in Enabling
Version Members.
3. If needed, modify member formulas so that they calculate correctly in both base
view and sandbox view.
Member formulas may be impacted by the new HSP_View dimension. To ensure
that member formulas use the correct data for all versions, they must reference
“ConsolidatedData”/Sandbox.
See:
•
The topics in How Sandboxes Work with HSP_View and Version Members
•
Working with Member Formulas
8-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Enabling Version Members
Note:
In Data Maps, all data mapping occurs at the HSP_View BaseData
intersection. The base view is selected by default.
4. Design or modify forms that you want to support sandboxes so that either:
•
The Version dimension is on the Page axis.
•
The Version dimension is a POV that has a user variable.
Note:
–
Forms that don't meet one of the above conditions do not display sandbox
options.
–
In a sandbox, the HSP_View member is fixed on the POV and can't be
changed.
–
The only business rules that planners can run in a sandbox are the default
Calculate Form and Calculate Currencies rules.
–
You can't import or export when you're in the sandbox view.
Enabling Version Members
To make versions available to sandboxes, administrators create Version members and
then select the member property Enable Sandboxes.
When planners switch to sandbox view, they select an enabled Version member, and
then the data in the sandbox is tied to that version. When the planner switches back to
base view, the base version data is displayed. If a planner publishes their sandbox
data, the modified data in the sandbox is saved to the application and displays in the
base view. See How Sandboxes Work with HSP_View and Version Members and
What Happens When a Sandbox is Published?.
Tip:
To edit member properties, from the Home page, click Navigator
then under Create and Manage, click Dimensions.
, and
Note that the Dimensions link is available only if you are accessing the
application from the desktop.
How Sandboxes Work with HSP_View and Version Members
Related Topics:
The HSP_View Dimension
Sample Formula for the ConsolidatedData Member
Sandbox Version Members
Sandbox Implications on Member Formulas
Managing Sandboxes 8-3
How Sandboxes Work with HSP_View and Version Members
The HSP_View Dimension
When a cube is enabled for sandboxes, the HSP_View dimension is created with the
following members.
•
The BaseData member defines the data intersection when users are working in the
base view in a form. When planners are not working in a sandbox, data is stored
at the intersection of the BaseData member.
•
The SandboxData member stores the data when a user works with data in a
sandbox.
•
The ConsolidatedData member is dynamically calculated; it retrieves data from the
SandboxData member if it's available. Otherwise, the ConsolidatedData member
retrieves data from the BaseData member of the base version.
Note:
•
You can't change the HSP_View dimension or its members. You should
not change the order of the HSP_View dimension in Performance
Settings. To view Performance Settings, from the Home page, click
Navigator
, and then under Create and Manage, click Dimensions.
•
In a form, the HSP_View member is fixed on the POV and can't be
changed.
•
Aggregations at the top levels of sparse dimensions are not supported in
Sandbox view.
Sample Formula for the ConsolidatedData Member
Assuming that Market is a sparse dimension and that Working is a base version, here
is a sample formula for the ConsolidatedData member:
IF(@ISLev("Market",0))
IF(@ISLev(“Entity”,0))
IF (@ISLev("Period", 0))
IF(NOT (@ismbr(@relative("Sandboxes",0))))
BaseData;
ELSE
IF (SandboxData== #MISSING )
IF(@ISCHILD("Sandboxes_Working"))
"Working"->BaseData;
ENDIF
ELSE
SandboxData;
ENDIF
ENDIF
ENDIF
ENDIF
ENDIF
8-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
How Sandboxes Work with HSP_View and Version Members
Sandbox Version Members
When an application is enabled for sandboxes, a Sandbox member is created under the
Version dimension. When a sandbox is created, a Version member is added under the
Version Sandbox member, with the name given by the creator of the sandbox.
Example:
•
The data in the base form is stored at the intersection of the HSP_View BaseData
member and the base version (for example, Working).
•
The data in the sandbox is stored at the intersection of the respective member
from the Version dimension (for example, Sandbox 1) and the HSP_View member
SandboxData.
Sandbox Implications on Member Formulas
When you create or modify member formulas, for data to be calculated correctly in
both the base and sandbox views, member formulas must refer to the intersection of
the HSP_View ConsolidatedData member and the sandbox Version member.
Example:
Managing Sandboxes 8-5
What Happens When a Sandbox is Published?
What Happens When a Sandbox is Published?
When a user publishes the data in a sandbox:
•
The modified data in the sandbox is saved to the application only for those
intersections that are visible in the base view at the time the data is published and
only for those cells to which the planner has write permission. Sandbox data is
saved to the base view in all affected forms and cubes. Even if the planner has
modified data in multiple forms or different page/POV combinations, all
modified data, supporting detail, and comments are moved to the application.
•
The application deletes the sandbox. (Administrators can delete sandboxes before
the data in them is published. See Managing Sandboxes.)
•
If the publish action takes longer than the three minute default, then the job runs
in the background and is displayed in the Job. To change the threshold at which
the job switches to background processing, set the application property
SANDBOX_PUBLISH_MAX_WAIT. See Administering Application Settings.
Note:
If multiple planners publish sandbox data to the same member in the base
view, the most recently published data overwrites previously published data.
Managing Sandboxes
To manage sandboxes:
1. Click Application, then click Overview, then Actions, and then Manage
Sandboxes.
2. To filter the list of sandboxes, click
•
Sandbox Name
•
Base Version
•
Created By
, and then complete any of these fields:
3. To delete sandboxes, click their names, and then Delete.
Sandboxes and Other Functionality
•
Oracle Smart View for Office:
–
Sandbox functionality is available in Smart View, though you can't create,
delete, or publish data from Smart View.
–
In ad hoc analysis, users can see the HSP_View members, which includes
sandbox and base data.
–
Selecting the ConsolidatedData member displays the data entered in both the
sandbox and the original base data.
8-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Sandboxes and Other Functionality
–
Sandboxes are supported for Smart Slices, but the HSP_View dimension is
hidden.
–
In Planning Admin Extensions, the HSP_View dimension is displayed under
Dimensions, but you can't change member properties. Likewise, you can't
change the member properties of sandbox Version members.
•
Oracle Hyperion Financial Reporting: To report on base view data, select the
BaseData member of the HSP_View dimension. To report on sandbox data, select
the ConsolidatedData member for HSP_View.
•
Data Management: The HSP_View dimension is visible in the mappings, but you
can map only the BaseData member.
•
Migration: If you clone an application using Migration, Oracle recommends that
you select the Sandbox Changes option. If you are importing sandboxes and data,
you must select Sandbox Changes if you want to publish the sandbox data.
•
Oracle Hyperion Public Sector Planning and Budgeting: Decision Packages and
Budget Requests do not support sandboxes.
Managing Sandboxes 8-7
Sandboxes and Other Functionality
8-8 Administering Planning for Oracle Planning and Budgeting Cloud
9
Managing Jobs
Related Topics:
How Jobs Save You Time
Viewing Pending Jobs and Recent Activity
Scheduling Jobs
Editing and Canceling Jobs
Canceling Rules Jobs and Ruleset Jobs
Downloading Export Files From Your Outbox
How Jobs Save You Time
Jobs are actions such as exporting data or refreshing the database, which you can start
right away or schedule to run later at intervals. To lighten your workload, define jobs
to perform common administrative tasks such as:
•
Import and export data
•
Import and export metadata
•
Refresh the database
•
Map cubes
Viewing Pending Jobs and Recent Activity
To view the job listings in the Jobs console:
1. Click Application, and then click Jobs.
2. Perform any task:
•
To filter jobs and activity by criteria such as date or job type, click
•
To search for job by name, enter text in the Search, and then click
•
To view a job's details, click the job.
.
Managing Jobs 9-1
Scheduling Jobs
Note:
The application is automatically refreshed during an application upgrade. If
any refresh errors occur during an application upgrade, you can view the
errors on the Jobs page. These errors are captured in the job called Content
Upgrade.
Scheduling Jobs
To schedule jobs:
1. Click Application, then Jobs, and then click Schedule Jobs.
2. Specify the following:
•
•
The type of job you are creating. For example:
–
Rules—Runs a rule that you select
–
Import Data—Performs a data import that was saved as a job
–
Cube Map—Performs a mapping operation
–
Invalid Intersection Reports—Runs a report that shows where data exists
at invalid intersections
–
Clear Cube—Performs a cube clearing operation
When to run the job. If scheduling the job:
–
In Name, specify a name for the job. The name you specify is displayed
with a system-generated name; such as MyWeeklyCubeRefresh : Refresh
Database
–
In Recurrence Pattern, specify the frequency with which to run the job.
–
If the job is recurring, select an ending date and time in End Date.
3. Click Next.
4. Select a job from the job list:
•
For details about the clear cube job options, see Creating Clear Cube Jobs.
•
For rules jobs, note the following:
–
You can filter the rules list by cube and by rule type.
–
You must click the check mark next to the rule you want to run before you
can proceed.
–
For rules jobs with runtime prompts, clicking the check mark next to a rule
will display the runtime prompt parameters. Set the runtime prompt
values with which to run the rule in the job scheduler, and then click OK.
9-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Editing and Canceling Jobs
Note:
Hidden runtime prompts will pick up the default values that were set at
design time in Oracle Hyperion Calculation Manager.
5. Click Next.
6. Review your choices. If satisfactory, click Finish.
Editing and Canceling Jobs
You can edit the schedule of pending jobs, and delete pending and complete jobs. You
cannot modify or delete jobs that are processing.
To edit or delete jobs:
1. Click Application, and then click Jobs.
2. To change when a job runs, click
3. To delete jobs, select them, click
, then Edit and modify the schedule.
, and then Delete.
Canceling Rules Jobs and Ruleset Jobs
You can cancel ruleset or rule jobs that are processing and display in Recent Activity.
To cancel these jobs, click Application, then click Jobs.
To cancel a rules job, click
To cancel a ruleset, click
beside the job, then
, then
, and then Cancel.
on Job Details, and then Cancel.
Downloading Export Files From Your Outbox
After running a metadata or data export job, you can download the export file from
the Outbox.
To download files:
1. Click Application, and then click Jobs.
2. Under Recent Activity, click the job.
3. At the top of Job Details, click the export file option to select a download location.
Managing Jobs 9-3
Downloading Export Files From Your Outbox
9-4 Administering Planning for Oracle Planning and Budgeting Cloud
10
Defining Valid Intersections
Related Topics:
Understanding Valid Intersections
Creating Valid Intersections
Managing Valid Intersections
Suppressing Invalid Data in Forms
Clearing Invalid Data
Working with Valid Intersections
Understanding Valid Intersections
Valid intersections enable you to define rules, called valid intersection rules, which
filter certain cell intersections to users when they enter data or select runtime prompts.
For example, you can specify that certain programs are valid only for some periods or
departments.
After valid intersections are defined, cells containing invalid data are read-only. This
restriction speeds the planning process and optimizes the information available to
users.
To better understand how valid intersections affect behavior in forms and in runtime
prompts, see Working with Valid Intersections.
•
Valid Intersection Groups
•
Valid Intersection Rules
•
Anchor and Nonanchor Dimensions
•
Valid Intersection Examples
•
Redundancy or Overlap in Valid Intersection Rules
•
Shared Members and Valid Intersection Rules
•
Substitution Variables and Valid Intersection Rules
•
Evaluation Order
Valid Intersection Groups
Valid intersection groups define:
•
Dimensions to be included
Defining Valid Intersections 10-1
Understanding Valid Intersections
•
One of those dimensions as the anchor dimension
•
Whether nonanchor dimensions are required or not
•
Whether the anchor dimension members not specified or referenced will be valid
or invalid
Valid Intersection Rules
Valid intersection rules:
•
Must use the same dimensions that were defined within their valid intersection
group
•
Define only valid intersections
•
Valid intersection rules within the same valid intersection group that produce an
apparent conflict or overlap, are marked valid if either valid intersection rule
condition is met
•
Valid intersection rules in different valid intersection groups that produce an
apparent redundancy or overlap, are marked valid if they satisfy the requirements
of all valid intersection groups
Thus, if any valid intersection group marks an intersection invalid, regardless of
other valid intersection groups making it valid, the system will mark the
intersection invalid. Invalid groups override valid group results.
Note:
If you want to remove valid intersections regardless of what other valid
intersection groups allow, then this rule must be in a different valid
intersection group.
See Valid Intersection Examples.
Anchor and Nonanchor Dimensions
Anchor and nonanchor dimensions:
•
Anchor dimensions are always required dimensions in the cube that is used in the
valid intersection evaluation.
•
Nonanchor dimensions are either required or not:
•
–
If a nonanchor dimension is required, any cube that does not use that
dimension will ignore any valid intersection group where that dimension is
tagged as required as it evaluates the valid intersections.
–
If a nonanchor dimension is not required, any cube that does not use that
dimension will still evaluate any valid intersection group that includes that
dimension as not required and evaluate the intersections of any other
dimensions in the valid intersection group in use in the cube.
Unselected anchor dimension members are valid by default, but you can mark
them invalid by clearing the Unselected Members are Valid option. This option
marks all intersections with anchor dimension members not selected in this rule as
invalid.
10-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Understanding Valid Intersections
See Valid Intersection Examples.
Valid Intersection Examples
This section provides valid intersection group and valid intersection rule examples to
illustrate a few simple, complex, and edge-case scenarios.
Example: Anchor and Nonanchor Dimensions
The choice of the anchor dimension is critical. Consider the following example, which
produces a different result based on the anchor dimension definition:
•
Valid intersection group 1 defines Entity as the anchor dimension and Product as
a nonanchor dimension.
•
Valid intersection group 2 reverses this definition with Product as the anchor
dimension and Entity as the nonanchor dimension.
Table 10-1
Example - Anchor Dimension is Entity
Valid Intersection Group
Anchor Dimension - Entity
Nonanchor Dimension Product
1
DESC(500 - Manufacturing) Unselected members are
valid
DESC(P_TP1 - Computer
Equipment)
Group 1 means entities that are descendants of Manufacturing are valid only with
descendant products of Computer Equipment. No other products are valid with
descendants of Manufacturing. All other entities besides descendants of
Manufacturing are valid with all products, including descendants of Computer
Equipment.
Table 10-2
Example - Anchor Dimension is Product
Valid Intersection Group
Anchor Dimension Product
Nonanchor Dimension Entity
2
DESC(P_TP1 - Computer
Equipment) - Unselected
members are valid
DESC(500 - Manufacturing)
Group 2 means products that are descendants of Computer Equipment are only valid
with descendant entities of Manufacturing. No other entities are valid with
descendants of Computer Equipment. All other products besides descendants of
Computer Equipment are valid with all entities, including descendants of
Manufacturing.
Caution:
The choice of anchor dimension is significant. You will get dramatically
different results if you choose the wrong anchor dimension.
Defining Valid Intersections 10-3
Understanding Valid Intersections
Example: Required Dimension
In the following example, if a nonanchor dimension is not required, then the
application evaluates all remaining dimension intersections in the valid intersection
group for a cube that does not contain the nonrequired dimension. This behavior
could result in the evaluation of a valid intersection group with only one effective
dimension.
Table 10-3
Example - Required vs. Non-Required Nonanchor Dimensions
Valid Intersection Group
Anchor Dimension - Entity
Nonanchor Dimension Product
1
DESC(500 - Manufacturing) Unselected members are
valid
DESC(P_TP1 - Computer
Equipment) - Not required
In Group 1, the product dimension is not required, and unselected entities are valid.
Therefore, if the cube of the form or business rule, at runtime, does not include the
product dimension, the application evaluates the entity dimension selections to mark
all entities as valid for a cube that doesn't contain the product dimension.
Table 10-4
Example - Required vs. Non-Required Nonanchor Dimensions
Valid Intersection Group
Anchor Dimension - Entity
Nonanchor Dimension Product
2
DESC(500 - Manufacturing) Unselected members are
invalid
DESC(P_TP1 - Computer
Equipment) - Not required
In Group 2, the product dimension is not required, and unselected entities are invalid.
Therefore, if a cube does not include the product dimension, then the application
evaluates the entity dimension selections to mark all entities except descendants of
Manufacturing as invalid. Thereafter, any cube that doesn't use the product dimension
will only allow data entry in the descendants of Manufacturing entities.
Caution:
Carefully consider whether a nonanchor dimension is required or not,
especially if the result leaves a valid intersection group with only one effective
dimension. Additionally, selecting the Unselected Members are Valid option
for anchor dimension members also plays a significant role in the system
behavior for valid intersections. See Valid Intersection Examples.
Example: Unselected Members are Valid
In the following example, two intersection groups are valid. In one group, the anchor
dimension unselected members are invalid (this option is cleared). In the other group,
the anchor dimension unselected members are valid (this option is selected).
10-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Understanding Valid Intersections
Table 10-5
Example - Unselected Members are Valid
Valid Intersection Group
Anchor Dimension Account
Nonanchor Dimension Entity
1
IDESC(BS - Balance Sheet) Unselected members are
invalid
000 - No Department
2
IDESC(GP - Gross Profit) Unselected members are
valid
IDESC(403 - Sales)
Because Group 1 defines all unselected members as invalid, the application marks
noninclusive descendants of Balance Sheet invalid. Gross Profit is not an inclusive
descendant of Balance Sheet. So even though Group 2 explicitly states inclusive
descendants of Gross Profit are valid with inclusive descendants Sales entities, the
invalid definition from Group 1 overrides any further valid intersections of the same
anchor dimension member set.
Example: Redundant or Overlapping Valid Intersection Rules Within the Same
Valid Intersection Group
When valid intersection rules are within the same valid intersection group and
produce any redundancy or overlap, the system marks an intersection valid if either of
the valid intersection rule conditions are met.
Table 10-6 Example - Redundant or Overlapping Valid Intersection Rules Within the
Same Valid Intersection Group
Valid Intersection Rule
Anchor Dimension Account
Nonanchor Dimension Entity
1
IDESC(GP - Gross Profit) Unselected members are
valid
IDESC(403 - Sales)
2
IDESC(NI - Net Income) Unselected members are
valid
IDESC(TD - Total
Department)
Because Gross Profit is a descendant of Net Income and Sales is a descendant of Total
Department, inclusive descendants of Gross Profit are valid with any inclusive
Descendant of Total Department. Rule 1 is a subset of Rule 2, so Rule 1 is effectively a
"No operation" rule and is unnecessary. There is no restriction on inclusive
descendants of Gross Profit accounts only being valid for inclusive descendants of
Sales Entities.
Example: Redundant or Overlapping Valid Intersection Rules in Different Valid
Intersection Groups
When valid intersection rules are in different valid intersection groups and produce
any redundancy or overlap, the system marks an intersection valid only if it satisfies
the requirements of all valid intersection groups.
Defining Valid Intersections 10-5
Understanding Valid Intersections
In the following example, there are redundant or overlapping rules in different
groups:
Table 10-7 Example - Redundant or Overlapping Valid Intersection Rules in
Different Valid Intersection Groups
Valid Intersection Group
Anchor Dimension Account
Nonanchor Dimension Entity
1
IDESC(GP - Gross Profit) Unselected members are
valid
IDESC(403 - Sales) - Required
2
IDESC(NI - Net Income) Unselected members are
valid
IDESC(TD - Total
Department) - Not required
Because Group 1 is further restrictive for inclusive descendants of Gross Profit
accounts being valid with inclusive descendants of Sales entities, the application
enforces this group for these intersections. Other, non-Gross Profit accounts can still
use all inclusive descendants of Total Department entities, but inclusive descendants
of Gross Profit accounts must use inclusive descendants of Sales entities.
Redundancy or Overlap in Valid Intersection Rules
Valid intersection rules within the same valid intersection group, which produce any
apparent conflict or overlap, are marked valid if either valid intersection rule
condition is met.
If different valid intersection groups share the same attributes, including the anchor
dimension, required and not required nonanchor dimensions, and Unselected
Members are Valid attribute, they will be treated as rules of the same valid
intersection group.
Shared Members and Valid Intersection Rules
Shared members are supported in valid intersection rules. If a base member is selected
for a valid intersection rule, any shared members are also included in the rule.
Conversely, if a shared member is selected for a valid intersection rule, the base
member is also included in the rule.
Substitution Variables and Valid Intersection Rules
You can use substitution variables in valid intersection rules. User variables are not
supported. Substitution variables can be set on the Essbase server, application, or
database level. The same substitution variable can exist on multiple levels; the
application uses the first one it finds as it searches in this order:
1.
Database (cube)
2.
Application
3.
Server
10-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Creating Valid Intersections
Evaluation Order
Evaluation order for valid intersection groups orders invalid results sets as quickly as
possible, increasing the speed and efficiency of the overall valid intersection
evaluation.
For example, the application evaluates the first valid intersection group in the list, then
the second group, and so on. If the application finds an invalid intersection in the
second group in the list, it will stop evaluating the rest of the list because, once an
intersection is defined as invalid, it will override other valid intersection rule results.
To change the order in which the groups are evaluated, see Changing the Valid
Intersection Group Evaluation Order.
Creating Valid Intersections
To create a valid intersection:
1. Click Application, and then click Valid Intersections.
2. If it isn't already selected, click Setup.
3. Create the valid intersection group:
a. Click Create.
b. Enter a name and description for the intersection.
c. To select the anchor dimension, click
next to Select Anchor Dimension.
d. Optional: By default, the anchor dimension members that are not specified in
the valid intersection rule are marked valid. To clear this option, click
to the anchor dimension, and then click Unselected members are valid.
next
For an explanation of this option and for an example of how it is used, see
Anchor and Nonanchor Dimensions.
e. To select additional dimensions (called nonanchor dimensions), click Add
Dimension.
f. Optional: By default, nonanchor dimensions are not required. To make a
nonanchor dimension required, click
click Required.
next to the nonanchor dimension, and
4. Define the valid intersection rule:
a. Click Add Rule.
b. To select the range of members to include, exclude, or remove in the valid
intersection, click
•
next to the dimensions in the new rule:
Click Edit to open the Select Members page and select the members,
substitution variables, and attributes to include in the valid intersection
rule. See Using the Member Selector.
Defining Valid Intersections 10-7
Managing Valid Intersections
•
Click Add Exclusion to define an exclusion in the rule. You can exclude a
subset of what is included for that dimension.
•
Click Clear to clear the selection.
To delete a rule, click
.
5. Click Save and Close.
The new valid intersection group is added to the end of the valid intersections list. To
reorder the rules in the list, see Changing the Valid Intersection Group Evaluation
Order.
Managing Valid Intersections
Related Topics:
Viewing Valid Intersections
Changing the Valid Intersection Group Evaluation Order
Disabling and Enabling Valid Intersection Groups
Editing Details for a Valid Intersection Group
Duplicating Valid Intersection Groups
Deleting a Valid Intersection Group
Viewing Valid Intersections
To view valid intersections:
1. Click Application, and then click Valid Intersections.
2. If it isn't already selected, click Setup.
3. Perform a task:
•
Create a valid intersection group. See Creating Valid Intersections.
•
Reorder valid intersection groups. See Changing the Valid Intersection Group
Evaluation Order.
•
Disable and enable valid intersection groups. See Disabling and Enabling Valid
Intersection Groups.
•
Edit details for a valid intersection such as adding or removing dimensions in a
valid intersection group. See Editing Details for a Valid Intersection Group.
•
Duplicate an existing valid intersection group so you can quickly create a new
one. See Duplicating Valid Intersection Groups.
•
Delete valid intersection groups. See Deleting a Valid Intersection Group.
10-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Valid Intersections
Changing the Valid Intersection Group Evaluation Order
Evaluation order for valid intersection groups orders invalid results sets as quickly as
possible, increasing the speed and efficiency of the overall valid intersection
evaluation.
To learn more about evaluation order, see Evaluation Order.
To change the position of a valid intersection group in a list:
1. Click Application, and then click Valid Intersections.
2. If it isn't already selected, click Setup.
3. To the right of the valid intersection, click
.
4. Select Move Up or Move Down.
Tip:
You can also drag valid intersection groups to move them up and down in the
list.
Disabling and Enabling Valid Intersection Groups
Valid intersection groups, by default, are enabled at the time of creation. If you do not
want a valid intersection group to be evaluated or used, you can disable it on the
Valid Intersections page. When a valid intersection is disabled, the valid intersection
rule for that group no longer applies when viewing application forms, business rules,
or runtime prompts. You can also reenable a disabled valid intersection group.
To disable and enable a valid intersection group:
1. Click Application, and then click Valid Intersections.
2. If it isn't already selected, click Setup.
3. In the Enabled column of the valid intersection list, click the check mark next to the
valid intersection group that you are disabling or enabling.
Note:
The check mark is green if the group is enabled.
4. Ensure that any remaining groups that are enabled are still listed in the correct
evaluation order in the valid intersections list. If they are not, then move them up
or down in the order.
See Changing the Valid Intersection Group Evaluation Order.
Editing Details for a Valid Intersection Group
To edit valid intersection group details, you work with dimension members in the
member selector. You can also define exclusions in valid intersection rules.
To edit valid intersection group details:
Defining Valid Intersections 10-9
Managing Valid Intersections
1. Click Application, and then click Valid Intersections.
2. If it isn't already selected, click Setup.
3. Click the name of the valid intersection group you want to edit.
•
•
To edit dimension details, next to the dimension, click
to select the
members to include, exclude, or remove in the valid intersection rule:
–
Click Edit to open the Select Members page and select members,
substitution variables, and attributes to include in the valid intersection
rule. You can also type in the members or functions. See Using the
Member Selector.
–
Click Add Exclusion to define an exclusion in the rule. You can select
members to exclude; for example, you can select or include all children of
YearTotal except children of Q1 by excluding children of Q1.
–
Click Clear to clear the selection.
To delete a dimension from a valid intersection group, next to the dimension,
click
, and then click
.
•
To remove a rule from a valid intersection group, click
•
To add a dimension or a rule to a valid intersection group, click Add Rule or
Add Dimension.
.
4. Click Save and Close.
Duplicating Valid Intersection Groups
To speed valid intersection group creation, you can duplicate an existing valid
intersection and then edit it.
To duplicate a valid intersection group:
1. Click Application, and then click Valid Intersections.
2. If it isn't already selected, click Setup.
to the right of a valid intersection group you want to duplicate, and then
select Duplicate.
3. Click
The duplicate group is added to the end of the valid intersections list with the word
"Copy" appended to the name.
4. Open the valid intersection group and edit it.
5. Reorder the valid intersection groups, if needed. See Changing the Valid
Intersection Group Evaluation Order.
10-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Suppressing Invalid Data in Forms
Deleting a Valid Intersection Group
After a group is deleted, the valid intersection groups are reordered. If there are three
valid intersection groups, and the second one in the order is deleted, the third valid
intersection group becomes number two.
To delete a valid intersection group:
1. Click Application, and then click Valid Intersections.
2. If it isn't already selected, click Setup.
to the right of a valid intersection group that you want to remove, and
then select Delete.
3. Click
4. Reorder the remaining valid intersections, if needed. See Changing the Valid
Intersection Group Evaluation Order.
To delete a valid intersection rule from a valid intersection group, see Editing Details
for a Valid Intersection Group.
Suppressing Invalid Data in Forms
Suppressing invalid data hides rows or columns in application forms that contain
invalid data. If this option is not selected, then the application displays rows or
columns that contain cells with data that are invalid. Cells with invalid data are readonly.
To suppress invalid data in forms:
1. From the Home page, click Navigator
click Forms.
2. Select the form, click
, and then under Create and Manage,
, and then click Layout.
3. Under Grid Properties, select Suppress invalid data - Rows and/or Suppress
invalid data - Columns.
4. Click Save.
Clearing Invalid Data
Related Topics:
About Invalid Data
Working With Invalid Intersection Reports
Clearing Data at Invalid Intersections
About Invalid Data
If data already exists at intersections, then adding or modifying valid intersections
invalidates the existing data. Creating a valid intersection rule or modifying an
existing valid intersection rule does not clear data in the invalid intersections. You
Defining Valid Intersections 10-11
Working with Valid Intersections
must generate a valid intersection rule report, which will show where data exists at
invalid intersections, and then determine whether to clear the data.
Note:
Data may remain at an invalid intersection for historical purposes or for use in
forward looking scenarios. Therefore, it's not a requirement to clear data at
invalid intersections.
Working With Invalid Intersection Reports
You can view reports that show data at invalid intersections on the Reports tab of the
Valid Intersections page. Invalid Intersection Reports lists existing reports, their
status, and the last time they were run.
To work with invalid intersection reports:
1.
Click Application, then Valid Intersections, and then click Reports.
2.
Perform a task:
•
To refresh the listing, click Refresh.
•
To create a report, click Create, name the report, select the cube, choose the
scope of the report, and then select when to run the report. You can run the
report now or run the report later by saving it as a job. To save a report
without running it, click Save and Close. To remove a report after it is run,
click Remove Reports.
Note:
Invalid intersection reports are not supported for aggregate storage cubes.
Aggregate storage cubes are not listed in the Cube drop-down list.
•
To edit a report, click
•
To copy a report, click
•
To run a report, click
•
To delete a report, click
, and then Edit.
, and then Duplicate.
, and then Run.
, and then Delete.
Clearing Data at Invalid Intersections
Users with appropriate permissions can clear the invalid data if the data is not needed.
To clear invalid data, run the report, and then click Clear Invalid Intersections.
Working with Valid Intersections
Related Topics:
Working with Valid Intersections in Application Forms
10-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Valid Intersections
Working with Valid Intersections in Calculation Manager Rule Runtime Prompts
Working with Valid Intersections in Application Forms
Using valid intersections prevents data entry for invalid intersections as defined in the
applicable valid intersection group. The affected cells in the form display as read-only
following standard, read-only color coding. If you hover the cursor over an invalid
intersection, a tool tip displays indicating the cell is read-only because it is defined as
an invalid intersection.
The valid intersection group applies first to the form point of view and page axis. If
the point of view intersections are all invalid, then a warning message is displayed,
and the form does not render a data grid until a valid intersection is selected.
If the point of view has valid intersections, then the rows and columns are filtered to
restrict data entry at invalid intersections. If the Suppress Invalid Data option for the
form is enabled, then the form suppresses invalid rows, columns, or both, as
appropriate.
Any rows or columns, which consist of a mix of valid and invalid intersections,
display those intersections as valid or invalid, as appropriate. Invalid intersections are
displayed with standard, read-only shading and preclude data entry.
Application users can reset the point of view to the default, unfiltered list without
closing and reopening the form by clearing the selections. Application users can also
clear a selection, thus opening up more selections for other dimensions. They will not
be able to render a form with a dimension cleared, because valid members must be
selected for each dimension.
In the member selector, invalid members are suppressed due to valid intersection
rules. Application users can display invalid members in the member selector using the
Show Invalid Members option. Invalid members are displayed but are unavailable
for selection.
Note:
Valid intersection groups do not grant access to dimension members. Valid
intersection groups further restrict the valid intersections of dimension
members already granted to an application user.
Table 10-8
Form Behavior if Valid Intersections are Applied
Action
Behavior
Open a form
The form renders with member selections as
defined in the form definition, adhering to
the user's access rights for dimensions, and
applies valid intersection groups with the
most recently used as current selections.
Defining Valid Intersections 10-13
Working with Valid Intersections
Table 10-8
(Cont.) Form Behavior if Valid Intersections are Applied
Action
Behavior
Select members from a point of view
dimension
The application:
•
•
•
•
•
Enables users to select a member on the
point of view
In the member selector for a point of
view dimension, enables users to select
from a filtered list of remaining valid
intersections, which is based on the
members that were selected for the other
point of view dimensions
Ignores the order in which point of view
dimension members are selected because
selecting a member from any dimension
included in a valid intersection group
dynamically filters the remaining
dimension members lists for those
dimensions included in the valid
intersection group, as appropriate, when
that dimension is selected
Provides the option to hide invalid
members from dimension lists or display
them as unselectable in the point of view
Provides the ability to reset the point of
view to the fully unfiltered list without
closing and reopening the form by
clearing the selections
Note:
Ad hoc forms, both in Web and Oracle Smart
View for Office, will not filter page or point
of view members according to valid
intersection groups.
Select Go to render a form based on point of
view selections. You can also click the right
arrow in the form point of view.
The form renders as defined based on the
valid point of view intersections.
Enter and save data
The form data is entered and saved.
Working with Valid Intersections in Calculation Manager Rule Runtime Prompts
Valid intersection groups apply to runtime prompts when launched from within the
context of the application. Runtime prompts will prevent users from selecting invalid
intersections as defined in the valid intersection groups.
Filtering according to valid intersection groups is not supported in Oracle Smart View
for Office forms. The rule, however, will not launch if you choose an invalid
intersection in the runtime prompts both in the Web and in Smart View.
10-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Valid Intersections
Table 10-9
Runtime Prompt Behavior if Valid Intersections are Applied
Action
Behavior
Launch a Oracle Hyperion Calculation
Manager rule runtime prompt
The application:
•
•
Enter valid intersections
Prevents the user from selecting invalid
intersections within the runtime prompt
based on the valid intersection group
Prevents the Calculation Manager rule
from executing if there are invalid
intersections in the runtime prompts
The valid intersection is allowed to be
entered.
Defining Valid Intersections 10-15
Working with Valid Intersections
10-16 Administering Planning for Oracle Planning and Budgeting Cloud
11
Defining Data Maps
Related Topics:
Understanding Data Maps
Creating Data Maps
Refreshing Data Maps
Managing Data Maps
Moving Data
Understanding Data Maps
Data maps are maps between a source application and a reporting application.
You can map dimensions between a source application database and a reporting
database to enable:
•
Reporting on source application data in a reporting application
•
Aggregating and querying on Smart Lists, which are converted to regular
dimensions in the reporting application
•
Linking application data to multiple reporting applications for various
consolidations
Watch this tutorial video to learn how to move data for reporting using data maps.
Tutorial Video
Subtopics:
•
About Applications
•
About Reporting Cubes
•
Unsupported Features with Data Maps
•
Data Maps and Substitution Variables
About Applications
An application is a related set of dimensions and dimension members used to meet a
set of planning needs. Each application has its own accounts, entities, scenarios, and
other data elements.
For more information about applications see, Managing Applications.
Defining Data Maps 11-1
Understanding Data Maps
About Reporting Cubes
A reporting cube is a cube on which you can report on and aggregate Oracle Hyperion
Planning data. The primary use cases:
•
The reporting cube contains data from any source, such as a data warehouse. You
want to move new Planning data to it and report on the data.
•
You want to report on Smart Lists in Planning, which you cannot do in Planning.
Unsupported Features with Data Maps
Mapping a Oracle Hyperion Planning application to a reporting application does not
support:
•
Aggregate storage database outlines with the "Duplicate Members Allowed"
option selected
•
Attribute dimensions
•
Attribute member selections
Data Maps and Substitution Variables
When mapping an application that contains substitution variables, note:
•
Substitution variables are checked when you move data, not while data maps are
defined.
•
The member selector displays the substitution variables that were defined for the
Oracle Hyperion Planning application.
•
For dimension-to-dimension mappings:
–
For the Planning application, the variable name that is selected or typed is
passed and evaluated when you move data.
–
For the reporting application, the variable name is evaluated against the
Planning application, and then the value is used when you choose to clear
data in a Push Data operation.
•
For unmapped dimensions, for the reporting application, the member selector
displays the substitution variables defined only for the reporting application. It is
evaluated against the reporting application, and the evaluated value is validated
against the respective reporting dimension for the single member and no member
function.
•
If metadata in a reporting application has been modified, click Synchronize
before editing or moving data to synchronize reporting dimensions and members
with Planning. For example, if a dimension or member was added to a reporting
application, clicking Synchronize makes the member visible in Planning.
Synchronizing changes from reporting application metadata may cause mappings
to become invalid.
11-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Creating Data Maps
Creating Data Maps
To create a data map that maps a Oracle Hyperion Planning application to a reporting
application:
1. Create the reporting application.
For information on cubes, see Managing Cubes. For information on adding
members, see Administering Dimensions.
2. Click Application, and then click Data Maps.
3. Click Create.
4. Enter a name and description for the data map.
5. Under Source, select a cube from the available cubes for the current application.
6. Under Target, select an application and a cube from the available applications and
cubes for the target reporting application.
The current mappings for the selected source and target cubes are displayed under
Source and Target, and any unmapped dimensions are displayed under
Unmapped Dimensions.
7. Optional. Change the current mappings and map any unmapped dimensions.
To change the current mappings, see Changing Mapping Information.
To map unmapped dimensions, see Mapping Unmapped Dimensions.
8. Define data map options.
See Defining Data Map Options.
9. Click Save and Close.
The new data map is added to the end of the data maps list.
Refreshing Data Maps
To refresh data maps:
1. Click Application, and then click Data Maps.
2. Click Refresh.
Managing Data Maps
Related Topics:
Changing Mapping Information
Mapping Unmapped Dimensions
Defining Data Map Options
Editing Details for a Data Map
Defining Data Maps 11-3
Managing Data Maps
Duplicating a Data Map
Deleting a Data Map
Synchronizing Smart Lists in Reporting Applications
Setting Data Options
Validation Rules for Default Members
Changing Mapping Information
To change the mapping information for the dimensions in a data map:
1. Click Application, and then click Data Maps.
2. Click an existing data map.
3. Select a dimension under Source, and then click
Dimension or Smart List to use for the mapping.
to select a new Source
If all of the dimensions are mapped, you can only map an existing source
). To
dimension to a Smart List (only "Smart List" is displayed when you click
map a source dimension to another dimension, you must first unmap a dimension.
To unmap a dimension so that it can be remapped to another dimension, select the
dimension under Source, and then click
Unmapped Dimensions.
. The dimension is moved to
Mapping Unmapped Dimensions
To map unmapped dimensions in a data map:
1. Click Application, and then click Data Maps.
2. Do one of the following:
•
Click Create to create a new data map.
•
Click an existing data map to edit the mapping in an existing data map.
3. For any dimension under Unmapped Dimensions, click
next to the dimension.
This moves the dimension out of Unmapped Dimensions and under the Target
dimensions above.
4. Find the dimension that you just moved under Target.
The corresponding dimension under Source will say Select.
next to Select under Source, and then select the Source Dimension or
Smart List that you want to map to the unmapped Target dimension.
5. Click
6. Click Save and Close.
Defining Data Map Options
To define data map options:
11-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Data Maps
1. Click Application, and then click Data Maps.
2. Click
to the right of the data map for which you want to define data map
options, and then select Edit.
3. On the top right of the screen, click Options.
4. For Select Items to Copy, select the items for which you want to copy the
corresponding relational data. You can copy:
•
Comments and Attachments
If you select Collate, then:
–
If there is one-to-one mapping between the source cells and the target
cells, then Comments and Attachments are copied from the source cells to
the target cells.
–
If there isn’t a one-to-one mapping between the source cells and the target
cells, then the Comments and Attachments from the source cells are
combined and saved in the corresponding target cells.
If you do not select Collate, then:
•
–
If there is one-to-one mapping between the source cells and the target
cells, then Comments and Attachments are copied from the source cells to
the target cells.
–
If there is not a one-to-one mapping between the source cells and the
target cells, then last source cell's Comments and Attachments are copied
into the corresponding target cell. "Last source cell" means the last source
cell among multiple source cells that has non-empty relational data.
Supporting Detail
–
If there is a one-to-one mapping between the source cells and the target
cells, then copy Supporting details are copied from the source cells to the
target cells.
–
If there is not a one-to-one mapping between the source cells and target
cells, then the Supporting details are not copied to the target cells.
Note:
The relational data (Comments and Attachments and Supporting Detail)
selected to be copied in the Data Map Options dialog box applies only to
moving data from one cube to another cube. It does not apply to moving data
to a reporting cube. See Moving Data.
5. Choose a Smart List Dimension.
6. If you do not want to move the dynamically calculated member data during the
data map process, select Exclude Dynamic Calc Members.
Defining Data Maps 11-5
Managing Data Maps
Editing Details for a Data Map
When you edit data map details, you can change data mappings and map unmapped
dimensions.
To edit data map details:
1. Click Application, and then click Data Maps.
2. Do one of the following:
•
Click a data map.
•
Click
Edit:
to the right of the data map that you want to edit, and then select
–
To edit the mapping between dimensions, see Changing Mapping
Information.
–
To map an unmapped dimension, see Mapping Unmapped Dimensions.
–
To define data map options, see Defining Data Map Options.
–
To delete a data map, to the right of the Source and Target dimension,
click
.
3. Click Save and Close.
Duplicating a Data Map
To duplicate a data map:
1. Click Application, and then click Data Maps.
2. Click
to the right of the data map that you want to duplicate, and then select
Duplicate.
3. In the Save As dialog box, enter a name for the data map, and then click OK.
The duplicate data map is added to the data map list. It has all the details of the
original data map, but is saved under the new name.
Deleting a Data Map
To delete a data map:
1. Click Application, and then click Data Maps.
2. Click
Delete.
to the right of the data map that you want to remove, and then select
Synchronizing Smart Lists in Reporting Applications
Synchronizing Smart Lists in reporting applications identifies dimensions in reporting
applications to which Smart Lists are mapped, and adds level 0 members of the
11-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Data Maps
selected dimensions as new Smart List entries to the selected Smart Lists. See About
Applications.
To synchronize Smart Lists in reporting applications:
1. Click Application, and then click Data Maps.
to the right of the data map that contains the Smart List that you want to
synchronize, and then select Synchronize.
2. Click
During synchronization, values from reporting applications in all existing
mappings are appended after the last Smart List item in the appropriate Smart list.
If a Smart List is mapped to two dimensions, all members from the first mapping
are inserted first, and then members from the second mapping are inserted. If a
member already exists in a Smart List, it is not added again. Smart List members in
the Oracle Hyperion Planning Smart Lists are not deleted, even if the
corresponding dimension members on the reporting application are deleted.
Note:
If Account is mapped as Smart List to Dimension, all of the level 0 members in
the Account dimension are brought in as Smart List entries when the Smart
List is synchronized. For example, Smart Lists may include entries such as
HSP_Average and HSP_Ending. If this occurs, delete the extra entries from the
Smart List.
3. Click OK in the dialog box that says "Data map synchronization is complete."
Note:
Smart List names can’t have spaces in them. If you are synchronizing Smart
Lists in a reporting application, ensure that any new members do not have
spaces in the name.
Setting Data Options
Launch Options to define how to merge relational data such as comments,
attachments, and supporting detail when moving data.
To set data options:
1. Click Application, and then click Data Maps.
2. To the right of the data map that you want to edit, click
, and then select Edit
3. Click Options, select items to copy, and choose a Smart List dimension.
4. If you do not want to move the dynamically calculated member data during the
data map process, select Exclude Dynamic Calc Members.
Validation Rules for Default Members
Default members in the reporting cube store the data that is moved from the source
Oracle Hyperion Planning application. If any of the following constraints are not met,
Defining Data Maps 11-7
Moving Data
or if a dimension in either application is not mapped and has no valid default member,
then a mapping is not valid and an error message is displayed.
Rules:
•
If the reporting cube is an aggregate storage database, then the default members
must be level 0 members.
•
If the reporting cube is a block storage database, then the default members can be
any members with the Store Data property.
•
If the Planning application has only dimension to dimension mappings, then the
default members can be any level or data storage type.
•
If the Planning application has Smart List to dimension mappings, then default
members must be only level 0. In addition, the source cube must contain a dense
Account dimension with at least one member associated with a Smart List.
•
If Descendants (Acct_Default) is selected in a mapping, the Acct_Default member
must exist in the reporting cube.
Note:
Mappings that were once valid can become invalid if dimensions, members, or
Smart Lists are renamed, removed, or added. If a target cube has a change in
dimensionality, you must select the corresponding application mapping on
the Map Reporting Application screen and click
to refresh the data.
Moving Data
Related Topics:
Moving Data to a Reporting Cube
Moving Data from One Cube to Another Cube (Smart Push)
Moving Data to a Reporting Cube
After setting up data maps, you can move data to a reporting cube. Oracle Hyperion
Planning validates the selected data maps, and then moves the mapped Planning
dimension data to the reporting cube dimensions. You can also check the Job for the
job status.
Note:
If you enabled parent members for dynamic children in both a block storage
and aggregate storage cube and added a dynamic member, you can use Push
Data to successfully move data from the block storage to the aggregate storage
cube without refreshing the database. After the database refresh, however, the
administrator must synchronize the data map. See Synchronizing Smart Lists
in Reporting Applications.
To move data to a reporting cube:
11-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Moving Data
1. Create the reporting cube.
2. Click Application, and then click Data Maps.
3. To the right of a data map, click
, and then select Push Data.
Confirm whether you want to clear the data before moving it:
•
Click No to add the new data to the existing data in the reporting cube. No
data is cleared from the target cube when you use this option.
If you map Smart Lists to dimensions, Smart List labels must match either
member names or aliases in the reporting cube. Push Data does not work with
Smart List entry names.
•
Click Yes to clear the data in the target cube before moving data to it.
When the target is an aggregate storage reporting cube, note the following
when clearing and moving data:
–
Members with nonmatching names in the target reporting cube are
ignored.
–
This option works only with member names, not with member aliases.
–
Use caution when using member relationships (such as Children) when
selecting members for the data map, because using this option can cause
the calculation script to exceed its length limit.
–
If you use member relationships, this option expands the level 0 member
list in the source Planning cube. If at least one member name in the source
cube matches a member in the reporting cube, this option proceeds
without error. If at least one member does not match, the option cannot
proceed.
When the target is a block storage reporting cube, to proceed successfully,
clearing and moving data requires these conditions:
–
If you use member relationships, all member names in the source cube
must match all member names in the reporting cube.
–
If you map Smart Lists to dimensions, all Smart List entries in the source
cube must match all member names in the reporting cube.
–
If you map Smart Lists to dimensions, the Smart List entry label in the
source Planning cube must match the member name in the reporting cube.
If a Smart List entry label does not match a member name in the reporting
cube, then the Smart List entry name must match the reporting cube
member name.
If the previous conditions are not met, the clearing and moving data operation
cannot proceed.
Moving Data from One Cube to Another Cube (Smart Push)
Related Topics:
About Smart Push
Defining Data Maps 11-9
Moving Data
Considerations When Using Smart Push
Configuring Smart Push for a Form
Configuring Merge Options
Moving Data After Configuring Smart Push
Viewing the Smart Push Status
About Smart Push
For more meaningful and complete reporting, planners can move comments,
attachments, and supporting detail to multiple cubes. Users can then do more analysis
on the planning data coming from the different cubes.
For example, assume that you have expense planning in one cube and revenue
planning in another cube. Assume further that you use a reporting cube to consolidate
your reporting needs. Without Smart Push, the data from your cubes would be moved
to the reporting cube through scheduled jobs. Smart Push allows the data to be moved
to the reporting cube almost immediately.
You can move application data from:
•
Block Storage cubes to aggregate storage cubes
•
Block Storage cubes to block storage cubes
Considerations When Using Smart Push
When using Smart Push, keep in mind the following considerations:
•
Smart Push honors metadata and approvals security.
•
Smart Push is not supported for forms from source aggregate storage cubes.
•
Smart Push requires that at least one of the dense dimensions, account or period,
is set as a dimension-to-dimension mapping in the data map definition.
•
Numeric data across all members selected for dimensions listed in the unmapped
section of the source cube in the data map is not listed in the Smart Push
definition.
•
Whenever a target cube has a change in dimensionality, you must select the
corresponding data map on the Data Maps page, and then click Actions and then
Synchronize to refresh the data.
Configuring Smart Push for a Form
Tip:
Oracle recommends that you configure Smart Push to allow move only on
some forms that act as summary forms in the block storage cube so that users
consolidate their actions before invoking reports. You should limit automatic
move because users tend to save data before they finish entering data.
•
Configuring Smart Push for a Simple Form
•
Configuring Smart Push for a Composite Form
11-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Moving Data
Configuring Smart Push for a Simple Form
To configure Smart Push for a simple form:
1. From the Home page, click Navigator
, and then under Create and Manage,
click Forms.
2. Expand Forms, and then select a simple form.
3. With the simple form selected, select
.
4. Click Smart Push.
The defined mappings for the form are displayed. Click
desired.
to add new mappings if
5. Expand each mapping.
6. For each dimension shown under a mapping, do one of the following to specify the
Smart Push region for the dimension:
•
Select Use Form Context to move data for all the members selected for the
dimension on Layout.
•
next to Overwrite Selection to
Clear Use Form Context, and then click
select a member in the Member Selection dialog box.
Note:
A mapping definition can be overridden only on source cube dimensions.
Dimension members can be overridden if you take the context from a form by
selecting Use Form Context. Dimension members can also be overridden if
you specify members in the Member Section dialog box, or if you leave
Overwrite Selection blank.
7. For each mapping, define whether Smart Push will be automatic or manual:
•
Select Run After Save to automatically move the data when the simple form is
saved.
•
Leave Run After Save cleared to manually move the data.
For information on how to manually move the data, see Moving Data After
Configuring Smart Push.
8. Click Save to save the Smart Push configuration for the form.
Configuring Smart Push for a Composite Form
To configure Smart Push for a composite form:
1. From the Home page, click Navigator
click Forms.
, and then under Create and Manage,
Defining Data Maps 11-11
Moving Data
2. Expand Forms, and then select a composite form.
3. With the composite form selected, click
.
4. Click Smart Push.
All the simple forms for which Smart Push details are provided are displayed.
5. Select a simple form in order to use its Smart Push details in the composite form.
6. For each simple form selected, define whether Smart Push will be automatic or
manual.
•
Select Run After Save to automatically move the data when the composite
form is saved.
•
Leave Run After Save cleared to manually move the data.
If you select Run After Save to move the Smart Push details for a simple form
when the composite form is saved, then regardless of whether you selected Run
After Save for each mapping in the simple form, all of the mappings selected for
Smart Push in the simple form are executed.
Similarly, if Smart Push is configured to be manual, all of the simple form’s
mappings are executed regardless of whether Run After Save is selected for a
mapping in a simple form.
7. Click Save to save the Smart Push configuration for the form.
Configuring Merge Options
Merge options for comments, attachments, and supporting detail are configured on
the Data Options tab available when mapping a cube for reporting. See Defining Data
Map Options.
Note:
When using Smart Push, relational data such as Supporting Details, Date,
Smart List, and Text cannot be merged. Smart List, Date, and Text are moved
only in cases of a one-to one-mapping between source cells and target cells.
Empty cells are not considered for a relational data move.
Moving Data After Configuring Smart Push
See Moving Data for information on how to move data.
How the data is moved depends on whether you selected Run After Save when you
configured Smart Push for a form.
•
If you selected Run After Save when you configured Smart Push for a form, the
data is moved when you save the form.
•
If you left Run After Save unchecked:
1.
Click Data.
2.
Click a form to open it.
11-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Moving Data
3.
With the form open, select Actions, and then click Smart Push Details.
4.
Click the link in the Smart Push dialog box to move the data.
Note:
•
Smart Push always clears data in the target region before moving new
data.
•
If planners observe errors in Smart Push execution, the administrator
must verify and fix how Smart Push is set up by using the errors listed in
the details of the Smart Push job. See Viewing the Smart Push Status.
Viewing the Smart Push Status
To view the status of the data move:
1. Click Application.
2. Click Jobs.
The Smart Push job will be displayed. If an error occurs, click the error link to
troubleshoot the problem. If the data was moved successfully, the Run Status is
displayed as "Complete."
Defining Data Maps 11-13
Moving Data
11-14 Administering Planning for Oracle Planning and Budgeting Cloud
12
Using the Member Selector
Related Topics:
Working with Members
Making Selections
Member Relationships
Using Wildcards in Searches
Selecting Attribute Values as Members
Selecting Members for Forms
Selecting Substitution Variables as Members
Selecting User Variables as Members
Working with Members
Use the Select Members dialog box to select the members to use with the following
features:
•
Business rule runtime prompts
•
User variables
•
Dynamic variables
•
Data export
•
Ad hoc forms
•
Point of view and page axis where valid intersection rules are applied
If variables and attributes are defined, you can select variables and attributes. You can
display and select members by member name or alias. The display options that you
define for the Member Selection dialog box override those defined as an application
default by an administrator, and those specified as an application preference.
Making Selections
Only members, substitution variables, and attributes to which you have access are
displayed. The Selections pane only displays if you invoke the member selector for
multiple member selection.
If valid intersection rules are used, only valid members are displayed in application
forms and in runtime prompts for Oracle Hyperion Calculation Manager rules. In ad
hoc forms, both on the Web and in Oracle Smart View for Office, the application does
Using the Member Selector 12-1
Making Selections
not filter by valid intersections rules in point of view and page axis. Only cells in grids
honor valid intersection rules in ad hoc forms.
To make selections:
1. Click
.
2. Optional: Perform these tasks:
•
To enter search criteria (member name or alias only), press Enter (from the
desktop) or click Search (on mobile).
Note:
The search is not case-sensitive. You can search for a word, multiple words, or
wildcard characters. See Using Wildcards in Searches.
•
To change display options such as viewing variables and attributes, showing
alias names, showing member counts, sorting alphabetically, refreshing the
member list, or clearing selections, click
from the list of display options.
•
next to Search, and then select
next to
To filter the members that are displayed in the member list, under
Search, select Add Filter, and then select from the list of filter options.
Note:
Android users can click
•
to view and select filter options.
To scroll the member list to the left or to the right, click
of the screen.
or
at the bottom
3. Make selections by clicking the check box next to each member in the member list.
To understand how related members are selected, see Member Relationships.
12-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Member Relationships
Note:
•
Selected members display a check mark and are moved to the Selections
pane, if applicable.
•
To clear selections you have made, click
Selection.
and then select Clear
At times, you may find that a point of view and page axis member you
want to select is suppressed. This occurs because a dimension selection in
the point of view and page axis has invalidated other dimensions due to
valid intersections that were applied. To resolve this issue, use the Clear
Selection option to clear the point of view and page axis members you
previously selected. Then you can use the point of view and page axis
again to select members that were previously suppressed.
•
To show all the members that are suppressed due to valid intersection
and then select Show Invalid Members. Invalid members
rules, click
are displayed but are unavailable for selection.
4. Optional: Perform these tasks:
•
To further refine which related members are selected in the Selections pane,
click
•
to the right of the member.
If substitution variables or attributes are defined, below the member selection
area, click
next to Members, and then select Substitution Variables or
Attributes to select members for substitution variables or attributes. Members
are displayed as children. Only members to which the user has read access are
displayed in forms.
next to
•
To move or remove members in the Selections pane, click
Selections.
•
To highlight the location of a selected member within the dimension hierarchy,
double-click the member name in the Selections pane.
Note:
To highlight the location of a selected member on a mobile device, tap the
member name in the Selections pane, and then tap Locate under
Selections.
next to
5. When you are done making selections, click OK.
Member Relationships
This table describes which members and related members are included during
member selection.
Using the Member Selector 12-3
Member Relationships
Table 12-1
Member Relationships
Relationship
Members Included
Member
The selected member
Ancestors
All members above the selected member,
excluding the selected member
Ancestors (inc)
The selected member and its ancestors
Children
All members in the level immediately below
the selected member
Children (inc)
The selected member and its children
Descendants
All descendants of the selected member,
excluding the selected member
Descendants (inc)
The selected member and its descendants
Siblings
All members from the same level in the
hierarchy as the selected member, excluding
the selected member
Siblings (inc)
The selected member and its siblings
Parents
The member in the level above the selected
member
Parents (inc)
The selected member and its parent
Level 0 Descendants
All descendants of the selected member that
have no children
Left Siblings
The members that appear before the selected
member with the same parent
Left Siblings (inc)
The selected member and its left siblings
Right Siblings
The members that appear after the selected
member with the same parent
Right Siblings (inc)
The selected member and its right siblings
Previous Sibling
The member that appears immediately before
the selected member with the same parent
Next Sibling
The member that appears immediately after
the selected member with the same parent
Previous Generation Member
The member that appears immediately before
the selected member within the same
generation
12-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Using Wildcards in Searches
Table 12-1
(Cont.) Member Relationships
Relationship
Members Included
Next Generation Member
The member that appears immediately after
the selected member within the same
generation
Using Wildcards in Searches
You can use these wildcard characters to search for members.
Table 12-2
Wildcard Characters
Wildcard
Description
?
Match any single character
*
Match zero or multiple characters. For
example, enter "sale*" to find "Sales" and
"Sale" because * includes zero or more
characters after the word "sale."
The default search uses the * wildcard. For
example, entering "cash" searches for "*cash*"
and returns "Restricted Cash", "Cash
Equivalents", "Cash", and "Noncash
Expenses" because the word "cash" appears
within each matched item.
#
Match any single number (0-9)
[list]
Match any single character within a specified
list of characters. You can list specific
characters to use as wildcard. For example,
enter [plan] to use all the letters within the
brackets as a single wildcard character. You
can use the "-" character to specify a range,
such as [A-Z] or [!0-9]. To use the "-" character
as part of the list, enter it at the beginning of
the list. For example, [[email protected]&] uses the
characters within the brackets as wildcard
characters.
[!list]
Match any single character not found within
a specified list of characters. The "-" character
can also be used to indicate a range, such as [!
A-Z] or [!0-9].
Selecting Attribute Values as Members
If attribute members are defined, you can select attribute values on the Select
Members dialog box. For attribute members, selecting a non-level 0 attribute selects
all level 0 descendants and applies the operator to each. For attributes of type numeric,
date, and Boolean (where false = 0 and true = 1), evaluation is based on the minimum
Using the Member Selector 12-5
Selecting Attribute Values as Members
and maximum values. For text attributes, evaluation is based on the position from top
to bottom in the hierarchy. The top position has the lowest value, and the bottom
position has the highest value.
Example: Numeric attribute
In this example, the selected operator is applied to each level 0 descendant, based on
the numeric value. For example, selecting NotEqual and Small in the Member
Selection dialog box includes all values not equal to 1 and not equal to 2, so the
selection includes 3, 4, 5, and 6. Selecting Greater and Small includes all values greater
than 1 or greater than 2, so the selection includes 2, 3, 4, 5, and 6.
Size
Small
1
2
Medium
3
4
Large
5
6
Table 12-3
Example: Numeric Attribute Evaluation
Selected Operator
Selected Attribute Value
Result
Explanation
Equal
Large
5, 6
The Equal operator is
applied to all level 0
descendants of Large,
which includes 5 and 6.
Less
Medium
1, 2, 3
The Less operator is
applied to all level 0
descendants of Medium.
This includes values < 3
OR < 4, which results in 1,
2, and 3.
Greater
Medium
4, 5, 6
The Greater operator is
applied to all level 0
descendants of Medium.
This includes values > 3
OR > 4, which results in 4,
5, and 6.
12-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Selecting Attribute Values as Members
Table 12-3
(Cont.) Example: Numeric Attribute Evaluation
Selected Operator
Selected Attribute Value
Result
Explanation
GreaterOrEqual
Medium
3, 4, 5, 6
The GreaterOrEqual
operator is applied to all
level 0 descendants of
Medium. This includes
values >=3 OR >= 4,
which results in 3, 4, 5,
and 6.
LessOrEqual
Medium
1, 2, 3, 4
The LessOrEqual operator
is applied to all level 0
descendants of Medium.
This includes values <=3
OR <=4, which results in
1, 2, 3, and 4.
NotEqual
Medium
1, 2, 5, 6
The NotEqual operator is
applied to all level 0
descendants of Medium.
This includes values not
equal to 3 AND not equal
to 4, which results in 1, 2,
5, and 6.
Example: Text attribute
For text attributes, the selected operator is applied to each level 0 descendant based on
its position in the hierarchy, from top (lowest value) to bottom (highest value).
In this example, Envelope is at the top position and has the lowest value. Packet has
the next higher value, followed by Box, Carton, Barrel and Crate. Crate is at the
bottom position and has the highest value.
For this text attribute, selecting Less and Small includes values that are less than
Envelope or less than Packet. Because Envelope is less than Packet, the resulting
selection includes only Envelope. Likewise, selecting Greater and Large includes
values that are greater than Barrel or greater than Crate, so the resulting selection
includes only Crate.
Containers
Small
Envelope
Packet
Medium
Box
Carton
Large
Barrel
Crate
Using the Member Selector 12-7
Selecting Members for Forms
Table 12-4
Example: Text Attribute Evaluation
Selected Operator
Selected Attribute Value
Result
Explanation
Equal
Medium
Box, Carton
The Equal operator is
applied to all level 0
descendants of Medium,
which includes Box and
Carton.
NotEqual
Medium
Envelope, Packet, Barrel,
Crate
The NotEqual operator is
applied to all level 0
descendants of Medium.
This includes values not
equal to Box AND not
equal to Carton, which
results in Envelope,
Packet, Barrel, and Crate.
Less
Medium
Box, Packet, Envelope
The Less operator is
applied to all level 0
descendants of Medium.
This includes everything
at a lower position than
Carton OR a lower
position than Box, which
results in Box, Packet, and
Envelope.
LessOrEqual
Medium
Envelope, Packet, Box,
Carton
The LessOrEqual operator
is applied to all level 0
descendants of Medium.
This includes everything
at the same position as
Carton OR at a lower
position than Carton,
which results in Envelope,
Packet, Box, and Carton.
Selecting Members for Forms
When selecting members for forms:
•
To filter members from certain users, restrict their access permissions to members,
and then refresh the plan.
•
The order of members in the Selected Members list determines the order on
forms. To change the order, select a member and click the Up or Down Arrow
above the selected members list.
12-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Selecting Substitution Variables as Members
Note:
If you select members individually and select their parent first, the parent
displays in the form at the top of its member hierarchy. (Note that depending
on the number of hierarchy levels, calculating totals for the parent of
individually selected members could take several passes, slowing
calculations). The parent of members selected by relationship, for example, by
I(Descendants), displays at the bottom of the hierarchy.
•
In the Layout tab of the Form Management dialog box, you can open the Member
Selection dialog box by clicking the member selection icon, or by right-clicking a
row or column and selecting Select Members.
•
To select different sets of members across the same dimension, see Creating
Asymmetric Rows and Columns.
•
For forms with multiple dimensions in a row or column, you can set member
selection options for a dimension by selecting that dimension from the
Dimensions drop-down list that is displayed in the Member Selection dialog box
for multiple dimensions in a row or column.
•
If you click the member selection icon, an option is displayed for Place Selection
in Separate Rows or Place Selection in Separate Columns. This adds the
selection to the rows or columns after the last existing row or column on the form.
For example, for a form that contains members Acct1, Acct2, and Acct3 in Column
A, if you select these members with Place Selection in Separate Columns
selected, Acct1 is selected for column A, Acct2 for column B, and Acct3 for column
C. If you select the members without this option, all of the members are selected
for column A.
This feature is available for single members only, not for members selected with
functions, such as Children (inc). For example, if you select Q/IChildren for
Column A and select Place Selection in Separate Columns, the form layout is not
changed.
•
All settings except Count are retained after the Member Selection dialog box is
closed, and members in the Member Selection dialog box are displayed based on
user-defined settings. Members displayed on the Layout tab do not inherit the
display settings defined in Member Selection dialog box. Instead, they are
displayed using the member name.
•
To define different sets of members for a dimension, see Creating Asymmetric
Rows and Columns.
•
To set display, functionality, and printing options, see Setting Form Precision and
Other Options.
Selecting Substitution Variables as Members
Substitution variables act as global placeholders for information that changes
regularly. Substitution variables are especially useful for developing and reporting on
rolling forecasts. When you select substitution variables as members on the form, their
values are based on dynamically generated information. For example, you could set
the current month member to the substitution variable CurMnth so that when the
month changes, you need not update the month value manually in the form or the
report script.
Using the Member Selector 12-9
Selecting User Variables as Members
Note:
•
When you open or calculate values on forms, the application replaces
substitution variables with values assigned to them.
•
You create and assign values to substitution variables within the
application. These substitution variables are then available in the
application when you select members for a form. For instructions on
creating and assigning values to substitution variables using the
application, see Working with Substitution Variables.
•
Substitution variables must be appropriate for the context in forms. For
example, you could select a substitution variable named CurrQtr with a
value of Qtr2 as a member of the Time Period dimension. It is not valid to
select a substitution variable named CurrYr for the Years dimension if its
value is Feb. You can set substitution variables at the application or
database level.
The same substitution variable can exist on multiple levels; the
application uses the first one it finds as it searches in this order:
1.
Database
2.
Application
•
You can select from substitution variables if they are enabled for runtime
prompts in business rules, and their values match a member set in the
runtime prompt for a business rule.
•
The application checks the validity of substitution variables when they are
used (for example, when the form is opened). It does not check when you
design forms, so you should test substitution variables by saving and
opening forms.
•
If you migrated an application that uses Global variables, you can view,
but not edit, them in Oracle Hyperion Planning.
To specify substitution variables in forms:
1. Create the form (see Creating Simple Forms).
2. In Member Selection, select substitution variables the same way you select
members, to move substitution variables to and from Selected Members.
When selected, a substitution variable is preceded by an ampersand (&). For
example:
&CurrentScenario
3. Click OK.
Selecting User Variables as Members
User variables act as filters in forms, enabling planners to focus only on certain
members, such as a department. Before you can associate a user variable with a form,
you must create the user variable. See Managing User Variables.
12-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Selecting User Variables as Members
When you create forms with user variables, planners must select values for the
variable before opening forms. For example, if you create a user variable called
Division, planners must select a division before working in the form. The first time
you select a variable for a form, you do it in preferences. Afterward, you can update
the variable in preferences or in the form.
To select user variables for forms:
1. Create the form (see Creating Simple Forms).
2. On Member Selection, select user variables the same way you select members,
using the arrows to move substitution variables to and from Selected Members.
User variables are displayed for the current dimension. For example, user variables
for the Entity dimension might display as follows:
Division = [User Variable]
When selected, a user variable is preceded by an ampersand. For example:
Idescendants(&Division)
3. Click OK.
Using the Member Selector 12-11
Selecting User Variables as Members
12-12 Administering Planning for Oracle Planning and Budgeting Cloud
13
Managing Data Validation
Related Topics:
Creating and Updating Data Validation Rules
Formatting Cells and Setting the Promotional Path
Viewing Data Validation Rules
Order of Evaluation and Execution for Data Validation Rules
Conditions Supported by the Rule Builder
Data Validation Conditional Operators
Data Validation Rule Scenarios
Creating and Updating Data Validation Rules
To implement business policies and practices, you can build data validation rules that
are checked when conditions are met in forms. Validation messages can be generated
if entered data violates validation rules. You can also build limits on submitted
approval unit data using validation rules, and designate a reviewer, owner, or notifier
to review data that meets some condition.
For example, data validation can ensure that a department’s capital expenses adhere to
company policies by preventing planners from submitting budgets that contain capital
expenditures that fall outside the company’s guidelines. Sample scenarios that can be
addressed using data validation rules are described in Data Validation Rule Scenarios.
Defining data validation rules involves these main tasks:
•
Identifying the data cells or location that you want to display with validation
messages or in different colors when conditions are met.
•
Identifying the cells that need to participate during rule evaluation, and defining
the rule accordingly.
•
Creating the data validation rule at the location identified, as described in this
topic.
To create and update validation rules:
1. On the Home page, click Navigator
Forms.
, and then under Create and Manage, click
2. Create or edit a form, and then on the Form and Ad Hoc Grid Management page,
click Layout.
Managing Data Validation 13-1
Creating and Updating Data Validation Rules
3. In Layout, right-click the grid, row heading, column heading, or cell for which you
want to add or update the validation rule.
Note:
When you hover the cursor over cells in Layout, a context menu displays
whether the cell contains a validation rule. To view the validation message,
select Show Data Validation Messages. The context menu also displays when
a single cell is selected.
4. Select Add/Edit Validation Rules to create or update rules.
5. To add a rule, click
and enter a name and description for the rule.
If necessary, move the rule by selecting an option from Location. To create a rule
similar to an existing rule, click
and then update the rule. To view rules, click
View Rule. See Viewing Data Validation Rules.
6. Update the rule.
a. For Condition, select an option to begin the condition statement: If, Else If,
Else, Then, Check Range, or Range.
The first part of a rule must include an If condition. Rules must also contain
some form of Then condition. See Conditions Supported by the Rule Builder.
b. For Source Type, select an option for evaluation by the rule.
The Source Type list displays the appropriate options for the Condition. For
example, If conditions can include Current Cell Value, Cell Value, Column
Value, Row Value, Member Name, Member, Cross-Dim Member, Account
Type, Version Type, Var Reporting Type, UDA, or Attribute. For detailed
information about each type of condition, see Conditions Supported by the Rule
Builder.
c. If applicable for the selected Source Type, enter a value in Source Value by
selecting an option or entering a free form value.
d. Select an operator for the evaluation: =, !=, <, <=, >, >=, Equals, Not Equals,
Contains, Starts With, or Ends With, In, or Not In.
For examples, see Data Validation Conditional Operators.
e. Select an option for the appropriate Target Type for the rule.
f. Update conditions by clicking an icon in the Actions column to the right of the
condition builder:
•
—Add a condition next to the current row.
•
—Delete a condition at the current row.
g. Select conditions or condition blocks to update.
To update condition blocks, click an icon in the Condition area, at the top of the
condition builder:
13-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Creating and Updating Data Validation Rules
•
—Add a condition block within the validation rule starting with If. You
can expand or collapse the condition. See Conditions Supported by the Rule
Builder.
•
—Delete the selected condition block.
•
—Delete selected conditions, and copy them to paste in a new location.
•
—Copy selected conditions.
•
—Paste selected conditions to a new location.
•
—Group the selection within a condition, and add a grouping
parenthesis. In addition to groupings that you set, the If statement in the
grouping block is grouped when a condition is grouped, and the Custom
Grouping option is enabled.
•
—Ungroup the selected conditions. The grouping parentheses are
removed from the selected condition. One grouping is removed from the
condition each time Ungroup is selected.
You can also set your own grouping for conditions by selecting Custom
Grouping, then setting up the grouping in the rule definition area.
Selected conditions are displayed as shaded. To clear selected conditions,
click once more to the left of the Condition column.
7. Click
in the rightmost column to add processing instructions.
Note:
If the icon is not displayed, ensure that the rule is valid and that it permits cell
processing instructions. For example, cell processing instructions are included
for Else, Range, and Then conditions. The icon is not displayed until all
required columns are selected for a rule.
See Formatting Cells and Setting the Promotional Path.
8. When you are ready to enable the rule to make it available in the form, select
Enable Validation Rule.
Tip:
While you are building a rule, you can save the rule without enabling it. After
any errors are resolved and the rule is ready to be validated and used, you can
enable and save the rule to make it available in the form. You can temporarily
disable a rule by clearing Enable Validation Rule.
9. When you finish updating the rule, validate the rule:
a. Click Validate.
Managing Data Validation 13-3
Formatting Cells and Setting the Promotional Path
The validation status displays at the top of the dialog box. You must correct
errors before you save changes. If you close the dialog box without validating
rules and fixing errors noted during validation, updates are not saved.
b. After fixing any errors noted during validation, ensure that Enable Validation
Rule is selected above the rule definition area to enable the rule for the
application.
c. After the rule is validated, click OK.
10. Optional: In the Form and Ad Hoc Grid Management page, view and update
rules:
•
In the Validation Rules pane on the right side of the Form and Ad Hoc Grid
Management page, add, edit, or delete rules by clicking
,
, or
.
•
To view rules at the current level or higher, click in the Manage Form page,
and then select an option from the Validation Rules drop-down list.
•
If multiple rules are defined at the same location, you can change the order in
which rules are processed when rules have the same precedence. To move a
rule up, down, or to the top or bottom of the list, select the rule and click the
arrows. See Order of Evaluation and Execution for Data Validation Rules.
•
To prevent validations associated with the form from executing when
validating the approval unit if the currently logged in user does not have
access to the form, select Validate only for users with access to this form.
11. In the Form and Ad Hoc Grid Management page, preview and validate the form,
resolve any validation errors, and then save changes.
For forms that have data validation rules enabled, rules are validated when the
form is loaded or saved. Data validation rules are saved when the form is saved.
See Creating Simple Forms.
When users open the form, they can view and resolve validation messages using
the Data Validation Messages pane. See Working with Planning for Oracle Planning
and Budgeting Cloud.
Formatting Cells and Setting the Promotional Path
After a rule is set up, use the Process Cell dialog box to set how cells display in forms,
and update the promotional path based on data validations.
To format cells and set the promotional path:
1. In the Data Validation Rule Builder dialog box, click
in the right-most column.
Note:
If the icon is not displayed, ensure that the rule is valid and that it permits cell
processing instructions. For example, cell processing instructions are included
for Else, Range, and Then conditions. The icon is not displayed until all
required columns are selected for a rule. See Creating and Updating Data
Validation Rules.
13-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Viewing Data Validation Rules
2. In the Process Cell dialog box, set how the cell should appear in forms if the
conditions defined by this rule are fulfilled.
When the rule is enabled, it does not validate unless you specify at least one of
these options: a cell background color, a validation message, or a promotional path
option.
•
To add or update the cell background color, click
background color, click
. To remove the cell
.
•
To display a validation message for the cell, enter the message in the
Validation Message field. Users see this text when they select Show Data
Validation Messages in the context menu that appears when you hover over
the cell in the form. It also appears as a link in the Data Validation Messages
pane if data cells are flagged by the validation rules and the Display message
in the Data Validation Messages pane check box is selected. For information
on viewing and resolving data validation errors, see Working with Planning for
Oracle Planning and Budgeting Cloud.
•
To update the approval unit promotional path based on the data validation
rule specified for the cell, select an Approvals option.
You can leave the option as None to specify no changes to the promotional
path, if the data cell is in a technically valid state and you are only updating
the cell background color or specifying a validation message. You can also
select Update Promotional Path or Do Not Promote (to prevent the approval
unit from being promoted if the condition is fulfilled). See Modifying the
Approval Unit Promotional Path.
3. Click OK.
Updates for the rule are displayed in the Process column for the rule. If you
specified a cell color, that color is displayed. You can preview a validation message
by hovering the cursor over the Process column.
Viewing Data Validation Rules
After data validation rules are set up with processing instructions, you can use the
View Rule dialog box to view all rules that apply to the selected grid, row, column, or
cell.
To view data validation rules:
1. In the Data Validation Rule Builder dialog box, click View Rule to view all the
rules at this level (grid, row, column, cell) for this location in the form.
2. Select the rule name, and then double-click the rule or click OK to view details.
Order of Evaluation and Execution for Data Validation Rules
For data validation rules in forms, the precedence for rule evaluation depends on
condition priority, location of the rule, and position of the rule in the rule list (if
multiple rules exist in the same location). First, cell-level rules are processed. Next,
rules at the column level are processed, and then row-level rules are processed.
Finally, rules at the grid level are processed. The rules are evaluated based on their
position in the rule list within each level.
Managing Data Validation 13-5
Conditions Supported by the Rule Builder
Location and position determine the order in which the rule will be processed.
However, the priority of the processing instructions determines which rule is applied
to the data cell. So, if a cell-level rule contains processing instructions with priority 4
and a grid-level rule contains processing instructions with priority 5, the grid-level
rule is applied to the data cell. If all rules have processing instructions with the same
priority, the first processed rule wins. The priority is based on whether the cell
processing instructions specify a validation message, a color, the Do Not Promote
promotional path option, or a combination of these settings.
Table 13-1
Priority for Rules in Forms
Default Condition
Priority
Validation Message
1 (lowest)
X
1
Color
Do Not Promote
X
1
X
X
2
X
3
X
4
5 (highest)
X
X
X
X
X
X
Conditions Supported by the Rule Builder
These conditions are supported by the data validation rule builder: If, Else, Else If,
Then, Check Range, and Range.
For details and examples of the values supported by these conditions, see these
sections:
•
If, Else, Else If—If Condition Values
•
Then—Then Condition Values
•
Check Range, Range—Range Condition Values
If Condition Values
For information on other conditions, see Conditions Supported by the Rule Builder.
Current Cell Value
Action:
The action is performed when the value in the current data cell on which the rule is
invoked satisfies this condition.
Operators:
The operators available for this function: =, !=, <, <=, >, >=, Equals, Not Equals,
Contains, Starts With, or Ends With. These operators act on the selected target value,
which can be a free form value, cell value, column value, row value, or crossdimension member.
13-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Conditions Supported by the Rule Builder
Condition Definition:
Condition Evaluation:
With the condition shown in the previous figure, the cells in Row 1 with member
Row_Member1 will turn red when the condition is evaluated.
Cell Value
Action:
The action is performed when the value for the specified cell satisfies the condition.
Operators:
The operators available for this function: =, !=, <, <=, >, >=, Equals, Not Equals,
Contains, Starts With, Ends With. These operators act on the target value selected,
which can be a free form value, cell value, column value, row value, or crossdimension member.
Condition Definition:
Managing Data Validation 13-7
Conditions Supported by the Rule Builder
Condition Evaluation:
A design-time cell can expand to one or more data cells at data entry time, as shown in
the following figure. The value for the cell is the sum of values in all the expanded
data cells. For example, the value for cell A1 is the sum of the values in the cells
outlined in purple (1+2+5+6+9+10=33), and the value for cell A2 is the sum of the
values in the cells outlined in blue (13+14+17+18=62).
Column Value
Action:
The action is performed when the value for the specified column satisfies the
condition.
Operators:
The operators available for this function: =, !=, <, <=, >, >=, Equals, Not Equals,
Contains, Starts With, or Ends With. These operators act on the target value selected,
which can be a free form value, cell value, column value, row value or cross dim
member.
Condition Definition:
Condition Evaluation:
A design-time column can expand to data cells at data entry, as shown in the
following figure. The value for a column is the sum of the values in all the expanded
data cells in that column at the current row location. The current row changes as the
current cell for which the rule is being evaluated changes within the grid.
For example, the value for column A is the sum of the values in the cells outlined in
purple (1+2=3), when the rule is evaluated for any cell in row 1 with member
Row_Member1. The value for column A is the sum of values in cells outlined in blue
(9+10=19) when the rule is evaluated for any cell in row 1 with member
Row_Member3. Similarly, the value for column A is the sum of values in cells outlined
in green (17+18=35) when the rule is evaluated for any cell in row 2 with member
Row_Member5, and so on.
13-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Conditions Supported by the Rule Builder
Row Value
Action:
The action is performed when the value for the specified row satisfies the condition.
Operators:
The operators available for this function: =, !=, <, <=, >, >=, Equals, Not Equals,
Contains, Starts With, Ends With. These operators act on the target value selected,
which can be a free form value, cell value, column value, row value, or crossdimension member.
Condition Definition:
Condition Evaluation:
A design-time row can expand to one or more data cells at data entry time, as shown
in the following figure. The value for a row is the sum of the values in all of the
expanded data cells in that row at the current column location. The current column
changes as the current cell for which the rule is being evaluated changes within the
grid.
For example, the value for row 1 is the sum of the values in the cells outlined in purple
(1+5+9=15), when the rule is evaluated for any cell in column A with member
Column_Member1. Similarly, the value for row 2 is the sum of values in cells outlined
in blue (14+18=32) when the rule is evaluated for any cell in column A with member
Column_Member2, and so on.
Managing Data Validation 13-9
Conditions Supported by the Rule Builder
Cross Dim Member
Action:
The action is performed when the value in the data cell referenced by the crossdimension member satisfies the condition. The current data cell members are used to
fully qualify the cell for dimensions whose members are not specified in the crossdimension. This member name is a free form entry.
Operators:
The operators available for this function: =, !=, <, <=, >, >=, Equals, Not Equals,
Contains, Starts With, or Ends With. These operators act on the target value selected.
The target value can be a free form value, cell value, column value, row value or crossdimensional member. It can include one member only from each dimension, and must
include only members for dimensions on rows or columns.
Condition Definition:
Condition Evaluation:
When the previous rule is applied at grid level, the rule is invoked on each cell in the
form, and the value in that cell is compared with the value in the cell outlined in
purple. Thus, the cell at Row_Member 5->Column_Member 2 will turn red.
13-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Conditions Supported by the Rule Builder
Member Name
Action:
The action is performed if the current data cell on which the rule is invoked has the
specified dimension member in its intersection. The member name for the selected
dimension should be in the cube for which the form is created.
Operators:
The operators can be Equals, Not Equals, Contains, Starts With, or Ends With. The
target value, which is the member name, is selected or entered free form.
Condition Definition:
Member
Action:
The action is performed if the current data cell on which the rule is invoked has the
specified dimension member (or any one of the members that result from evaluating
the specified function) in its intersection.
Operator:
The available operators are In and Not In. The target value, which is the member, is
selected or entered free form.
Including Attributes
Rules can include attribute values. If Source Type is Attribute, the available operator
is Is, and you can type an attribute value directly in the Target Value field. If Source
Type is Member, and you select the In or Not In operator in the Target Value field,
, and then clicking Variables in the
you can select an attribute by clicking
Member Selection dialog box. You can use the member selection function selector to
select functions for the attribute, such as NotEqual and GreaterOrEqual.
When using attribute values in data validation rules, keep in mind the way attributes
are evaluated. If a rule references one or more attributes from one or more dimensions,
they are evaluated as an OR for attribute values from the same attribute dimension,
and as an AND for attributes from different attribute dimensions. For example, if the
rule includes attributes IN Red, Blue, True, Big, then all members are selected that are
either (Red OR Blue) AND True AND Big. For additional information, see Selecting
Attribute Values as Members.
Condition Definition for Member Source Type
Managing Data Validation 13-11
Conditions Supported by the Rule Builder
Condition Definition for Attribute Source Type
Account Type
Action:
The action is performed if the current data cell on which the rule is invoked has an
account with the specified account type in its intersection. Refers to all the currently
supported Account Types: Expense, Revenue, Asset, Liability, Equity, and Saved
Assumption.
Operator:
The available operator is Is.
Condition Definition:
Version Type
Action:
The action is performed if the current cell on which the rule is invoked has a version
with the specified version type in its intersection. It refers to the version types
currently supported, standard bottom-up and standard top down.
Operator:
The available operator is Is.
Condition Definition:
Variance Reporting Type
Action:
The action is performed if the current cell on which the rule is invoked has an account
with the specified variance reporting type in its intersection. Refers to the available
variance reporting types, Expense and Non-Expense.
Operator:
The available operator is Is.
Condition Definition:
13-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Conditions Supported by the Rule Builder
UDA
Action:
The action is performed if the current cell on which the rule is invoked has this UDA
associated with the specified dimension’s member in its intersection. The UDA
reference is selected based on the selected dimension. The condition is based on the
UDA for this dimension being equal to the selected value. You must select the UDA
value from the drop-down list.
Operator:
The available operator is Is.
Condition Definition:
Attribute
Action:
The action is performed if the current cell on which the rule is invoked has this
attribute associated with the specified dimension’s member in its intersection. The
attribute reference is selected based on the selected dimension. The condition is based
on the attribute for this dimension being the selected target value.
Operator:
The available operator is Is.
Condition Definition:
Then Condition Values
Action:
The Then conditions supported by the data validation rule builder support Process
Cell conditions only. To enter Process Cell Conditions, see Formatting Cells and
Setting the Promotional Path.
Condition Definition:
Managing Data Validation 13-13
Data Validation Conditional Operators
For information on other conditions, see Conditions Supported by the Rule Builder.
Range Condition Values
The Check Range and Range conditions are used together. These conditions can be
used in the data validation rule builder in a Then clause or standalone.
For information on other conditions, see Conditions Supported by the Rule Builder.
Check Range
Action:
Defines the value that needs to be in a specific range.
Value:
This value can be the Current Cell Value or the value in a particular Row, Column or
Cell.
Range
Action:
Defines a valid range for the value defined in the Check Range condition. This range
includes all values that are >= the minimum value and < the maximum value. If the
value specified in the Check Range condition is within this range, then the processing
instructions defined by this condition are applied to the data cell on which the rule is
being invoked. You can define multiple ranges of values and provide different
processing instructions for each range.
Value:
The minimum and maximum values for the range can be defined using Cell Value,
Current Cell Value, Row Value, Column Value, Cross-dimension Value, or by entering
a free-form value. For example, the following rule ensures that the current cell value is
>= 5 and < 10. If this condition is met, the cell is turned red.
Condition Definition:
For information on other conditions, see Conditions Supported by the Rule Builder.
Data Validation Conditional Operators
Conditional operators in the data validation rule builder can include these types of
comparisons:
•
Numeric comparisons, using these operators: =, !=, <, <=, >, >=.
•
String value comparisons, using these operators: Equals, Not Equals, Contains,
Starts With, Ends With, In, and Not In.
13-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Data Validation Conditional Operators
Rules can compare cells with different data types; for example, text and Smart List.
The data type of the cell is honored if the referenced value always comes from one cell.
This is the case when using Current Cell Value and Cross Dim Member to refer to a
cell value. In cases where the value being compared comes from multiple cells (such as
row value, column value, and cell value), the data type is defaulted to double.
When comparing values for these data types:
•
For double, a string representation is used for the double value, such as "123.45." If
the double is a whole number with no fractional part, such as 123.00, the integer
value is used, for example, "123."
•
For text, rules use only the text value for comparison.
•
All other data types (currency, non-currency, percentage, and date) are treated as
double.
Table 13-2
Examples of Results for Starts With, Ends With, and Contains
Operator
Compare Value
Compare To Value
Starts With
2.0
2
1234.0
12.0
101.0
10
2.0
2.0
2.5
"2."
"YearTotal"
"Year"
2.0
2.0
2.0
2
2.5
5
2.5
".5"
"YearTotal"
"al"
"YearTotal"
"Total"
2.0
2.0
2.0
2
2.5
5
2.5
".5"
2.5
2.5
23.567
3.5
23.567
67
23.567
"23."
23.567
".56"
"YearTotal"
"al"
Ends With
Contains
Managing Data Validation 13-15
Data Validation Rule Scenarios
Data Validation Rule Scenarios
These scenarios provide examples of how data validation can help implement
business policies.
Scenario 1
John is hired by a company called Acme, Inc. as a consultant to design forms and
implement data validation rules that enforce some of the company policies. He is
asked to implement a validation rule that flags Actual amounts in red if the Total Cost
in actuals exceeds the budgeted amount. This test must be repeated for each year and
time period in the application. John designs the form and adds a data validation rule
at cell level using a cross-dimension member, as shown in the following figures.
Form Layout at Design Time:
Data Validation Rule at Design Time:
Form at Data Entry Time with Data Validations Applied:
13-16 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Data Validation Rule Scenarios
Tips:
•
John can split Total Cost into its own segment and apply the data validation rule
at that segment for a slight performance gain. However, doing so would increase
maintenance as new accounts and scenarios were added to the form.
•
If the requirements changed such that only the YearTotal Period in Actual had to
be flagged in red, John would have two options. The best option is to add an IF
entry to check if the Period member is YearTotal. Another option is to split the
YearTotal member into a separate column for better performance. However, doing
so would break the spreading logic, the column header for Year would repeat,
and the form would be harder to maintain as new years were added.
Scenario 2
After reviewing the form designed by John in Scenario 1, Acme decides that they want
Budget on the column instead of the row. To implement this requirement, John can
move members within the axes to change the form layout. However, he does not need
to update the data validation rules. John updates the form as shown in the following
figure.
Form Layout at Design Time:
Form at Data Entry Time with Data Validations Applied:
Scenario 3
Following the successful rollout of these forms, John is asked to implement the next
policy, which is to ensure that this year’s Budget amounts are not significantly higher
Managing Data Validation 13-17
Data Validation Rule Scenarios
than previous year’s Actual amounts. If the difference is greater than 5%, then flag the
difference in red.
John decides to use a member with a member formula to calculate the variance
between this year’s Budget and the previous year’s Actual amount. He adds this
member formula:
@varper(@Prior("Actual", 1, @Relative("Year", 0)), budget)/100;
John designs the form and adds a data validation rule at cell level, as shown in the
following figure. He uses Member Name to apply the validation only to Total Cost.
Form Layout at Design Time:
Data Validation Rule at Design Time:
Form at Data Entry Time with Data Validations Applied:
13-18 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Data Validation Rule Scenarios
Tips:
•
If John is not allowed to change the outline, or if he experiences performance
issues related to member formulas, he can use a formula column. See Designing
Forms with Formula Rows and Columns.
•
John defines the rule at the Variance Percent column for these reasons.
•
–
It improves performance. The rule is evaluated only on the cells in the
Variance Percent column. If the rule had been assigned to YearTotal, it would
have to be evaluated for all Time Periods for the current year budget.
–
It helps users respond to the data validation message. John can add a message
to the Variance Percent column stating that the variance is higher instead of
adding it to YearTotal. This way, users do not have to look for Variance
Percent to determine the difference.
John could have flagged both YearTotal and Variance Percent in red if this had
been part of the requirement.
Scenario 4
In addition to flagging the cell in red, the rule is also required to prevent anyone from
promoting the approval unit if this year’s Budget is significantly higher (> 5%) than
the previous year’s Actual amounts. To implement this requirement, all John needs to
do is edit the data validation rule’s processing instructions and select Do Not
Promote, as shown in the following figure.
Data Validation Rule at Design Time:
Scenario 5
Finally, John is asked to design a data validation rule to validate that the total
compensation for employees in a particular department is within the allowed range.
The rule evaluates Existing Employees in the Operations department. It validates that,
if Total Compensation is > than Min allowed, and is <= ¾ of the compensation range
for the employee’s grade, no action is needed.
If Total Compensation is greater than ¾ of the compensation range, a validation
message is provided, and the approval units must be approved by a human resource
manager. If the value is less than Min and greater than Max, an error is generated, and
users cannot promote their approval units.
Managing Data Validation 13-19
Data Validation Rule Scenarios
John opens the Employee Expenses Summary form in the Form Management dialog
box. The form has employees and departments on the page, accounts (such as Total
Compensation) on the row, and time period on the column. To make validations easier
to build, John adds a calculated row to calculate ¾ of the compensation range, and
adds Min Compensation and Max Compensation members to the form, as shown in
the following figures. Min Compensation and Max Compensation for the employee’s
grade are calculated using member formulas.
Form Layout at Design Time:
Data Validation Rule to Stop Promotion of Approval Units:
Data Validation Rule to Add the Human Resources Manager as Reviewer:
13-20 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Data Validation Rule Scenarios
Form at Data Entry Time with Data Validations Applied and Validation Messages
Shown:
Managing Data Validation 13-21
Data Validation Rule Scenarios
13-22 Administering Planning for Oracle Planning and Budgeting Cloud
14
Managing Application Settings
Related Topics:
What Application Settings Can I Specify?
Displaying the Standard User Interface
Displaying the Simplified Interface
Defining User Variables
Customizing Your Display
Announcing Upcoming Events
Customizing Artifact Labels by Language
What Application Settings Can I Specify?
You can control many aspects of the application, such as:
•
How to display thousands, decimals, and negative numbers in forms
•
Approvals actions to be taken when you're out of the office
•
Actions about which you want to be notified
To change application settings:
1.
Click Application, and then click Settings.
2.
Specify options for the following settings:
•
Number Formatting
•
Notifications
•
Approvals
•
Date Time Display
•
Alias Setting
•
Refresh Database Options
To restore defaults, click Use Application Defaults. To use custom settings, click Use
Custom Values.
If you’ve upgraded to this release, you can select a UI Display option to display the
standard interface that was available in previous releases. For more information, See
Displaying the Standard User Interface.
Managing Application Settings 14-1
Displaying the Standard User Interface
Note: The option to switch to the standard interface is not available for new
customers.
Displaying the Standard User Interface
If you’ve upgraded to this release, you can display the standard interface that was
available in previous releases.
Note: This option is not available for new customers.
To display the standard interface:
1. From the Home page, click Application, and then click Settings.
2. For UI Display, select Standard Interface.
You can switch back to the simplified interface from the standard interface by
selecting Navigate, then Administer, and then Planning Administration. In the left
pane, click Simplified Interface.
Displaying the Simplified Interface
If you're using the standard application interface, you can switch to the simplified
interface. There are some considerations you'll need to be aware of before switching to
the simplified interface. See Considerations When Using the Application Interface.
To display the simplified interface:
1. From the standard interface, select Navigate, then Administer, and then Planning
Administration.
2. In the left pane, click Simplified Interface.
Defining User Variables
You can define user variables to help planners focus on particular members, such as
their department's expenses. For example, you can create a form with entities on the
rows, and a user variable called Department. You can limit the number of rows
displayed on the form by selecting a member for the Department user variable, such as
Sales. Later, you can select another value for Department, such as Marketing.
To update user variables:
1. Click Tools, and then click User Variables.
2. Click
next to the variable to change.
3. On Member Selection, select members.
Customizing Your Display
Want to change the theme of your display or add your company logo to the Home
page? Use Appearance to customize the appearance of the application display.
14-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Announcing Upcoming Events
To customize your display:
1. Click Tools, and then click Appearance.
2. Specify a logo or background image, select another theme, or choose a button
shape.
Note:
Both the logo and background image can be customized. Any logo image
smaller than 125px wide and 25px high can fit without scaling. For large
image logos, Oracle recommends you maintain a 5:1 ratio so the image is
scaled without distortion.
The default size for the background image is 1024x768. You can use a larger
background image, however the image is scaled to fit the resolution setting of
your display and the image is centered horizontally. If you want your
background image to fit both a browser and a mobile device, Oracle
recommends that you size the image so that it fits your biggest screen (or
highest resolution device).
Announcing Upcoming Events
Create and send announcements to alert users about upcoming events, such as system
maintenance or the running of jobs. Announcements are displayed in the
Announcements area on the application's Home page.
For more information about the Announcements area, see About the Home Page
To create an announcement:
1. Click Tools, and then click Announcement.
2. Click Create, and enter information such as:
•
A subject that summarizes the purpose of the announcement
•
The start date; when to send the announcement. The end date is optional.
•
The content. You may need to select an editing mode (rich text or source code)
first.
Customizing Artifact Labels by Language
The Artifact Labels page on the Tools cluster enables administrators to customize
artifact labels (artifact names, descriptions, and so on) based on the user's browser
locale.
A few examples:
•
If you create a form with a cryptic name that you do not want displayed to the
user, you can define a meaningful name for the form that is displayed in the
language of the user.
•
If you want to create a useful instruction for an artifact that only displays in the
language of the user, for example:
Managing Application Settings 14-3
Customizing Artifact Labels by Language
"This formula calculates the number of regular employees away on a Leave of
Absence."
Related Links
•
Which Artifact Labels Can be Localized?
•
Working With the Artifact Labels Grid
•
Adding Languages and Defining Localized Artifact Labels
•
Exporting and Importing Artifact Labels for Editing
Which Artifact Labels Can be Localized?
The application supports changing the language for the following artifacts:
•
Card
•
Cluster
•
Dashboard
•
Data Map
•
Data Validation Rule
•
Dimension
•
Folder
•
Form
•
Member
•
Menu
•
Menu Item
•
Navigation Flow
•
Cube
•
Approval Unit Hierarchy
•
Report
•
Rule
•
Ruleset
•
Smart List
•
Smart List Entry
•
Tab
•
Task
•
Task List
14-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Customizing Artifact Labels by Language
•
Template
•
User Variable
•
Valid Intersection
Working With the Artifact Labels Grid
The Artifact Labels page displays an Excel-style spreadsheet grid that is filtered by
artifact and property type.
The row axis of the grid displays the artifacts and their properties.
The column axis of the grid displays the following columns:
•
Artifact—The type of artifact (for example, Task List or Rule)
•
Property—The artifact's property type (for example, Name, Description, and so
on)
•
Default—Displays the artifact labels that were defined when the artifact was
created.
When a language is added, a new column displays to the right of the Default column.
To view and filter the Artifact Labels grid:
1. Click Tools, and then click Artifact Labels.
2. To filter:
, and then select the artifacts you want to work with. For some
artifacts, you can further filter by property type.
a. Click
b. Click Apply to close the Filter window and display the artifact grid filtered by
artifact type and property type.
Adding Languages and Defining Localized Artifact Labels
Administrators can add a language for a given artifact to the Artifact Labels grid from
a list of supported languages. You can select only one language at a time. When you
add a language, a new column for that language is added to the grid to the right of the
Default column. The cells in the language-specific column are editable.
Tip:
Use this method to add labels directly in the artifact labels grid. This method
is ideal if you only need to add or update a few labels at a time. For bulk
changes or edits on artifact labels; for example, terminology changes that
affect multiple labels, use the export feature to edit in Excel, then import. See
Exporting and Importing Artifact Labels for Editing.
To add a language:
1. Click Tools, and then click Artifact Labels.
, and then select the artifacts you want to work with. For some artifacts,
you can further filter by property type.
2. Click
Managing Application Settings 14-5
Customizing Artifact Labels by Language
3. Click Apply.
4. Click Add Language.
5. Select from the list of supported languages.
6. In the language-specific column, enter artifact labels into the editable cells for each
artifact property (Name, Description, and so on).
7. Click Save.
Exporting and Importing Artifact Labels for Editing
You can export all the artifact labels in a given language to edit them. The labels are
exported in an Excel file format (XLSX). After you edit the labels, you can import them
back into the application.
Tip:
Use this method for bulk changes or edits on artifact labels by language; for
example, terminology changes that affect multiple labels. For updates to
individual artifact labels, you can edit them directly in the artifact grid. See
Adding Languages and Defining Localized Artifact Labels.
To export and import artifact labels for editing:
1. Click Tools, and then click Artifact Labels.
, and then select the artifacts you want to work with. For some artifacts,
you can further filter by property type.
2. Click
3. Click Apply.
4. Click Actions.
•
•
To export artifact labels:
a.
Click Export.
b.
Select the target environment of the export file:
–
Local—Saves the export file to a location on your local computer.
–
Outbox—Saves the export file to the server. See Uploading and
Downloading Files Using the Application Inbox and Outbox.
c.
Choose a language.
d.
Click Export.
To import artifact labels:
a.
Click Import.
b.
Select the location of the import file:
–
Local—Loads the import file from a location on your computer. For
Source File, click Browseto select the import file on your computer for
the artifact you're importing.
14-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Customizing Artifact Labels by Language
–
c.
Inbox—Loads the import file from the server. Enter the name of the
file in Source File. See Uploading and Downloading Files Using the
Application Inbox and Outbox.
Click Import.
Managing Application Settings 14-7
Customizing Artifact Labels by Language
14-8 Administering Planning for Oracle Planning and Budgeting Cloud
15
Managing Application Databases
Related Topics:
Managing Exchange Rates for Standard Multicurrency Applications
Managing Currency Conversions for Multicurrency Applications
Working with Currency Conversion Calculation Scripts for Multicurrency
Applications
Managing Exchange Rates for Standard Multicurrency Applications
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
For Standard multiple currency applications, exchange rate tables enable budget
preparers to create plans in different currencies. For example, you can specify Yen as
the base currency for the Japan entity and US dollars for the United States entity.
When you display a form with values for the Japan entity and display currency set to
US dollars, the Yen exchange rate is used to convert values for Japan to US dollars. If
the display currency is set to Yen, the exchange rate for US dollars converts values for
the United States entity to Yen.
To use exchange rates, you must select a multiple currency option during application
creation. For a Standard multiple currency application, you can set up exchange rates
using the procedure in Creating Exchange Rate Tables for Standard Multicurrency
Applications and Editing Exchange Rate Tables for Standard Multicurrency
Applications.
A Standard multiple currency application stores exchange rates with the HSP_Rates
dimension, which includes these members and others that store currency rates:
•
HSP_InputValue: Stores data values
•
HSP_InputCurrency: Stores currency types for data values
When generating reports or loading data, you must refer to the HSP_InputValue
member. When loading data, you must load data against the local currency. You need
not refer to the HSP_InputCurrency member. By default, the HSP_Rates dimension is
set to Sparse.
Managing Application Databases 15-1
Managing Exchange Rates for Standard Multicurrency Applications
Creating Exchange Rate Tables for Standard Multicurrency Applications
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
For Standard multiple currency applications, you can create multiple exchange rate
tables, each representing a different business scenario. Each scenario can be associated
with only one exchange rate table.
To create exchange rate tables for Standard multiple currency applications:
1. From the Home page, click Navigator
click Manage Exchange Rates.
2. Click
, and then under Create and Manage,
.
3. Specify information for the Exchange Rate table.
4. Click Save, and then define settings for the table as specified in Editing Exchange
Rate Tables for Standard Multicurrency Applications.
Editing Exchange Rate Tables for Standard Multicurrency Applications
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
For Standard multiple currency applications, the default currency and triangulation
currencies are available as destination currencies. You can enter exchange rates from
source currencies to the default or triangulation currencies. You enter conversion
values between the default currency and all the currencies defined in the Exchange
Rates page. Exchange rate tables span all application time periods, so you can apply
exchange rates to all scenarios. When creating or modifying exchange rate tables, you
must refresh the application to store them in the cubes.
If you modify a currency’s triangulation currency, you must re-enter exchange rates
for the triangulation currency property and refresh the application to transfer and
store the exchange rates. You cannot select the application’s default currency as a
triangulation currency.
When you input exchange rates for converting from one currency to another, you can
select Multiply or Divide as the calculation method.
To edit exchange rate tables for multiple currency applications:
1. From the Home page, click Navigator
click Manage Exchange Rates.
, and then under Create and Manage,
15-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Managing Exchange Rates for Standard Multicurrency Applications
2. Select the table to edit, then click
.
3. Set options:
Table 15-1
Exchange Rate Table Options for Multiple Currency Applications
Option
Description
Currency — To
The currency for which to enter conversion
rates (the default currency or a
triangulation currency).
Year
The time periods displayed (by default, the
current application year).
Method
Multiply or Divide, the mathematical
operator that determines how values are
calculated between the source and
destination currencies.
Historical
For all time periods, the exchange rate for
accounts whose Exchange Rate Type is set
to Historical. The account’s Data Type must
be set to Currency. Historical is typically
used for balance sheet account types. A
historical exchange rate may reflect a
calculated rate over time, a rate for a point
in time before the application’s calendar, or
a rate that was in effect when an event
occurred.
BegBalance
The value of balance sheet accounts. There
is one beginning balance time period, the
first time period in the application. Rates
for the Beginning Balance time period are
populated for each year in the application.
Scenarios that do not include the first year
of the application can include a Beginning
Balance time period.
Average Rates
For time periods, the exchange rate for
accounts whose Exchange Rate Type is set
to Avg, or Average. Avg is typically used
for Revenue and Expense account types, or
for Saved Assumption account types whose
Time Balance is set to Flow. The account’s
Data Type must be Currency.
Ending Rates
For time periods, the exchange rate for
accounts whose Exchange Rate Type is set
to Ending. Ending is typically used for
Asset and Liability account types, or for
Saved Assumption account types whose
Time Balance is set to Balance. The
account’s Data Type must be Currency.
Managing Application Databases 15-3
Managing Currency Conversions for Multicurrency Applications
Tip:
After entering values, fill in the value throughout the current year or all years
in the table. For example, if you enter a value for Avg in the Jan11 cell and
select Fill Year, the value is spread to all the months in 2011. If you select Fill
Table, the value is spread to the months for all the years included in this
exchange rate table. To fill in values, enter a value for Avg or End, right-click
the cell, and select Fill Year or Fill Table.
4. Click Save.
Deleting Exchange Rate Tables for Standard Multicurrency Applications
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
To delete exchange rate tables for multiple currency applications:
1. From the Home page, click Navigator
click Manage Exchange Rates.
, and then under Create and Manage,
2. Select the exchange rate table to delete, and then click
.
3. At the prompt, click Yes.
Managing Currency Conversions for Multicurrency Applications
To manage currency conversions:
1. From the Home page, click Navigator
click Currency Conversions.
, and then under Create and Manage,
2. For Calculation Script File, specify information for the Currency Conversion Script
file.
3. For Calculation Script Details, select information for the Currency Conversion
Script details.
Click
to select members for fields.
4. Click Save.
Working with Currency Conversion Calculation Scripts for Multicurrency
Applications
If multiple currencies are enabled for the application when you create a currency
conversion, a currency conversion calculation script is created, based on selected
scenarios, versions, and currencies. A second calculation script is generated by the
application, which copies appropriate exchange rates to the account, based on account
rate types. For currency conversion, the Account type always takes precedence. Data
15-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Currency Conversion Calculation Scripts for Multicurrency Applications
type evaluation order is not considered. The copy calculation script is named
HspCrtB.csc for bottom-up versions and HspCrtT.csc for target versions.
Running the copy calculation script enables the currency conversion calculation script
to run in BLOCK mode, which is more efficient than CELL mode.
The selected scenarios, versions, and currencies must be able to store data in the
database outline. Dynamic Calc, Dynamic Calc and Store, and Label Only are virtual
members that do not store data. There is no benefit to running the copy of the currency
conversion calculation script if the target version has virtual members because the
application discards the results of the calculation for these members.
To convert currencies correctly, the first time a currency conversion is launched,
administrators must run the copy currency rates calculation script and the currency
conversion calculation script. After launching the HSPCrtB.csc or HspCrtT.csc
copy calculation script, you must launch them again if you change the database
outline (for example, by adding or changing exchange rates, account rate types,
versions, scenarios, accounts, or user-defined dimension members).
To create the copy currency calculation script for calculation scripts, you must
regenerate currency conversion calculation scripts.
Managing Application Databases 15-5
Working with Currency Conversion Calculation Scripts for Multicurrency Applications
15-6 Administering Planning for Oracle Planning and Budgeting Cloud
16
Accessing More Administrative Tasks
Related Topics:
About the Navigator Menu
Administering Application Settings
Administering Data Load Settings
Importing Using Data Management
Administering Action Menus
Administering Alias Tables
Administering Dimensions
Administering Forms
Administering Rules
Administering Rules Security
Administering Smart Lists
Administering Task Lists
Setting User Preferences
Administering Variables
Clearing Cell Details
Copying Data
Administering the Application Monitor
Managing Approvals
Managing Approval Unit Hierarchies
Assigning Approval Unit Hierarchy Scenario and Version Combinations
About the Navigator Menu
on the Home page displays a list of links that connect you to
Clicking Navigator
more application functionality.
Accessing More Administrative Tasks 16-1
Administering Application Settings
Note:
Some of the links are available only if you are accessing the application from
the desktop.
Administering Application Settings
If you need to set application defaults, change system settings, or withdraw users
access to an application, you can do this from the System Settings and Defaults page.
Subtopics:
•
Setting Application Defaults
•
Specifying System Settings
•
Limiting Use of an Application
Setting Application Defaults
There are two types of defaults you can set: Application Settings and Display
Options.
Application Settings lets you specify defaults for the following:
•
Email notifications for task lists, approvals, and job console
•
The alias table used
•
The kind of member and alias data to display, such as both name and alias, when
selecting members
•
Show approval units as aliases
•
Show approval units that are not started
•
Show approval units as aliases in approvals notification
•
The attribute dimension date format
•
Predictive Planning options for specifying the scenario/version to use for
historical data values, and the prediction interval to use to use for worst case and
best case values. Note that if no version member is specified for historical data,
Predictive Planning uses Actual ([current]) as the basis for historical data, which
results in using the first version on the form for the historical data.
Display Options lets you specify defaults for the following:
•
Number formatting
•
Remembering selected page members
•
The number of items on the Page drop-down
16-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Application Settings
Note:
This option lets you shorten the member list so that the Search box can be
more easily seen. If the list is shortened to 10 members, for example, then you
won't need to scroll to see the Search box.
•
Indenting members of a page
•
The number of grid rows and columns fetched to populate forms
•
Date formats
Users can override these application defaults. To restore the defaults, from the Home
page, click Application, then Settings, and then click Use Application Defaults. For
information about the individual application settings and display option defaults, see
Working with Planning for Oracle Planning and Budgeting Cloud.
To set application defaults:
, then under Setup, click System
Settings and Defaults, and then select Current Application Defaults.
1. From the Home page, click Navigator
2. Select either Application Settings or Display Options and specify the defaults you
want for the application.
3. Click Save.
Specifying System Settings
Only administrators can specify system settings. The following table shows the
settings you can specify:
Table 16-1
System Settings
Option
Description
Email Character Set
The character set for email messages:
•
UTF-8
•
Regional Setting
Business Rules Notification
Set to Yes to notify users or groups when
rules (which are enabled for notification in
Oracle Hyperion Calculation Manager) are
completed or encounter errors.
Notify These Users
If Business Rules Notification is enabled,
select one user or one group to notify.
Enable Use of the Application for
Determine whether users can access the
application in maintenance mode, such as
during backups. See Limiting Use of an
Application.
Accessing More Administrative Tasks 16-3
Administering Application Settings
Table 16-1
(Cont.) System Settings
Option
Description
Enable the Display of Substitution
Variables
Set how substitution variables display in the
Member Selection dialog box when users
respond to runtime prompts in business
rules:
•
Display All—Display all substitution
variables
•
Display None—Do not display
substitution variables
•
Enable Filtering—Display only
substitution variables that are valid for
the runtime prompt
Select User
Assign ownership of the application to
another administrator.
Display Users’ Full Names
Yes—Display the user's full name (for
example, Victoria Hennings)
No—Display the user's ID (for example,
VHennings)
Allow drill down on shared members in adhoc
Yes—Enable drilling on shared members in
an ad hoc grid
No—Disable drilling on shared members in
an ad hoc grid
To specify system settings:
1. From the Home page, click Navigator
, and then under Setup, click System
Settings and Defaults.
2. Click Advanced Settings, and then select System Settings.
3. Set the options you want to be system wide.
4. Click Save.
Limiting Use of an Application
If you need to limit the use of an application, such as for maintenance, you can limit
the use of the application to administrators or the owner in the System Settings. When
you select Administrators, if any users are logged on to the application, they are
forced off the system and will not be able to log on. Use this same procedure to restore
users access to an application by selecting All users.
To limit or restore use of an application:
1. From the Home page, click Navigator
Settings and Defaults.
, and then under Setup, click System
16-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Data Load Settings
2. Click Advanced Settings, and then select System Settings.
3. Select an option for Enable Use of the Application for: All users or
Administrators.
4. Click Save.
Specifying Custom Tools
Administrators can specify custom tools, or links, for users on the Custom Tools tab.
To specify custom tools:
1. On the Home page, click Navigator
, and then under Setup, click System
Settings and Defaults.
2. Click Advanced Settings, and then click Custom Tools.
3. Perform a task:
•
To create a URL link, click
.
For each link:
•
–
For Name, enter the displayed link name.
–
For URL, enter a fully qualified URL, including the http:// prefix
–
For User Type, select which users can access the link.
To delete a URL link, highlight the link, and then click
.
4. Click Save.
Administering Data Load Settings
Specify parameters to enable data to be loaded directly into an application database.
Optionally, you can use advanced settings if you want to load details to child
members of parent dimension members based on unique identifiers for the driver
dimension.
For example, a company might load the Employee dimension member with account
data for Start Date, Position, Salary Basis, and Pay Type. Because the human resource
data includes placeholders for new and existing employees, the company could set up
the following advanced settings:
•
Data load dimension parents: New Employees, Existing Employees
•
New Employees unique identifiers: Start Date, Position
•
Existing Employees unique identifiers: Salary Basis, Pay Type
During data load, child members of New Employees and Existing Employees are
evaluated for data updates. The unique identifiers Start Date, Position, Salary Basis,
and Pay Type determine if existing data load dimension values are updated, or if new
values are added: If the unique identifier's data values are the same, data is updated. If
the data value is different, the next available child member is used.
Accessing More Administrative Tasks 16-5
Importing Using Data Management
To specify parameters for loading data:
1. From the Home page, click Navigator
, and then under Integration, click Data
Load Settings.
2. For Data Load Dimension, select the dimension (such as Employee) for which data
is loaded for the application.
to select the dimension into which data is
3. For Driver Dimension, click
loaded.
For example, if you are loading data to Employee, the driver dimension might be
Account.
4. Select the members of the driver dimension.
For example, if the driver dimension is Account, driver dimension members might
include Start Date, Grade, Position, Salary Basis, and Pay Type.
5. Optional: To use advanced settings, complete these steps.
a. Add a row by clicking
.
b. To the right of the new field, click
and select a parent member.
For information about selecting members, see Using the Member Selector.
c. To the right of the parent member, under Driver Dimension Unique
Identifiers, select members as unique identifiers. (Members selected for this
field must be included in the list of selected Driver Dimension members at the
top of the page.)
Each parent member must include at least one unique identifier member. These
members determine if existing data load dimension values are updated, or if
new values are added.
d. If necessary, continue adding rows by repeating the previous steps.
e. To duplicate or delete a row, click within a row, and click
or
.
Importing Using Data Management
The basic process for importing data includes:
1.
Exporting data from the source system to a CSV file
2.
Defining the relationship between the source system data to members using data
load mappings
3.
Defining data load rules for the Location; you can create multiple data load rules
for the application so that you can import data from multiple sources into a target
application
4.
Importing the data into the application by executing the data load rules
16-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing Using Data Management
Importing Data Using Data Management
To import data using Data Management:
1. From the Home page, click Navigator
Management.
, and then under Integration, click Data
2. Import data into the application, using the information in the following sections
and the Administering Data Management for Oracle Enterprise Performance
Management Cloud.
See these examples:
•
Import Scenario Case 1: Importing Data when Member Names Match
•
Import Scenario Case 2: Importing Data when Member Names Do Not Match
Import Scenario Case 1: Importing Data when Member Names Match
This example walks you through the steps to importing data into an application when
the member names in the source system match the member names in the application.
See Review the Import Format.
Import Scenario Case 2: Importing Data when Member Names Do Not Match
When there are differences between the source dimensions and the target dimensions,
use the mapping feature to relate the dimensions. Examples where source data and
target data are in different formats:
•
The source Chart of Account structure consists of Company, Account, Sub
Account, Department, and Product whereas the target application uses only
Department, Account, and Product.
•
The source Chart of Accounts has multiple levels in a Division, whereas the target
application uses only the Division level.
•
The source account numbers use eight characters, whereas the target application
uses only the first six characters of the account.
This section gives an example of how to import data into a target application when the
member names in the source system do not match the member names in the target.
Refer to these steps and then perform the following procedure:
•
Review the Import Format
•
Review the Default Location
Note:
The following example assumes the source system has multiple products in
the Electronics product line (for example, Televisions, Smart Phones,
Computers), whereas the target application stores data only at the aggregated
Electronics level. You want to import data from all Electronics products in the
source system, but aggregate them in the target into the Electronics level in the
Product dimension.
Accessing More Administrative Tasks 16-7
Importing Using Data Management
Table 16-2
Electronics and Appliances Hierarchies
In Source System
Electronics
In Target Application
110 - TVs
Electronics (includes all TVs, Phones, and Computers)
120 - Phones
130 Computers
Appliances
210 Dishwashers
Appliances (includes all Dishwashers and Ovens)
220 - Ovens
To set up the data load mapping for this example:
1. On the Home page, click Navigator
, and then under Integration, click Data
Management.
2. Click Workflow, and then click Data Load Mapping.
3. From Dimensions, select Product.
4. Click Like, enter "1*" in the Source Value field to import data for all Electronics
(product codes that begin with "1").
5. In the Target Value field, enter "Electronics".
You can create multiple mappings to import and aggregate other product lines. For
example, you could create another mapping and enter "2*" in the Source Value
field to import all Appliances (product codes that begin with "2"), and enter
"Appliances" in the Target Value field.
6. Click Save.
When the data load rule is executed (see Create and Execute the Data Load Rule),
data for all electronic products that begin with the code "1" are imported and
aggregated at the Electronics level in the target application.
Review the Import Format
When you create an application, a default import format is automatically created with
the name appname_1. You use this import format to map a source data file to the
application. This import format assumes that the order of dimensions in the CSV file
are: Account, Entity, Amount, and then any custom dimensions in alphabetical order.
If you want to use a different file format, adjust the format.
To review the default import format:
1. On the Home page, click Navigator
Management.
, and then under Integration, click Data
2. Click Setup, and then click Import Format.
3. Confirm the settings.
16-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing Using Data Management
Note:
•
Under Details, File Delimiter specifies the character that separates values
in the file.
•
Under Mappings, Field Number specifies the order of fields in the load
file. The import format assumes the order of dimensions are Account,
Entity, Amount, and then any user defined dimensions. All dimensions
must be in alphabetical order.
4. Click Save.
See Review the Default Location.
Review the Default Location
The location is used as a container to load data from Data Management. When you
create an application, a default location is automatically created with the name
appname_1.
To review the default location:
1. On the Home page, click Navigator
, and then under Integration, click Data
Management.
2. Click Setup, and then click Location.
3. Review the Location settings. For example:
Accessing More Administrative Tasks 16-9
Importing Using Data Management
You can update the location as needed to include different selections for such
aspects as the check rule. For more information, see Administering Data Management
for Oracle Enterprise Performance Management Cloud.
4. Click Save.
See Create the Data Load Mapping.
Create the Data Load Mapping
Data load mappings define relationships between source dimension member values
and target dimension members in one dimension. The mappings are used to derive
the target members for each dimension based on the source value. The Data
Management component uses the data load mappings during the data load to
dimensionalize the data that is loaded to the target dimension. You must create a data
load mapping for each target dimension.
To create the data load mapping:
16-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing Using Data Management
1. From the Home page, click Navigator
, and then under Integration, click Data
Management.
2. Select the Workflow tab, and then click Data Load Mapping.
3. From the Dimensions drop-down list, select and then define the relationship
between the Source Value and the Target Value for each dimension.
You must specify the dimensional intersection for every data value that you want
to import.
For example:
a. Because the source and target member names match in this example, on the
Like tab, enter * in the Source Value and Target Value text boxes.
b. Under Rule Name, enter the name of the rule.
c. Click Save.
See Create and Execute the Data Load Rule.
Create and Execute the Data Load Rule
After creating a data load mapping, you define a data load rule. Data load rules are
defined within locations.
To create and execute the data load rule:
1. From the Home page, click Navigator
Management.
, and then under Integration, click Data
2. On the Workflow tab, click Data Load Rule.
3. Click Add.
4. Under Details on the Data Load Rule window, you define the rule.
5. In this example, you will browse to a file:
a. Name and describe the rule.
b. For Category, select the application scenario.
Accessing More Administrative Tasks 16-11
Importing Using Data Management
Note:
When you create an application, a default Category mapping is created to
map to the Scenario dimension and a default Period mapping is created based
on the Period dimension.
c. Select the Cube for which you want to load data.
d. Click Select to browse to the data load file.
e. Click Save.
6. To run the data load rule, using the mapping that you created, click Execute.
Scheduling Jobs in Data Management
You can set execution times for data load rules by scheduling them. For example, you
may want actual revenue data to be imported into the application on Friday of each
week.
To schedule a job:
1. From the Home page, click Navigator
, and then under Integration, click Data
Management.
2. Select Workflow and click Data Load Rule.
3. Complete the load rule information.
4. Click Schedule.
5. Specify the type of scheduling and select the associated date and time parameters.
Table 16-3
Schedule Details and Parameters
Schedule Details
Data and Time Parameters
Simple
Date
Hours
Minutes
Seconds
Select (AM/PM)
Hourly
Minutes
Seconds
Daily
Hours
Minutes
Seconds
Select (AM/PM)
16-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing Using Data Management
Table 16-3
(Cont.) Schedule Details and Parameters
Schedule Details
Data and Time Parameters
Weekly
Monday-Sunday
Hours
Minutes
Seconds
Select (AM/PM)
Monthly (day of month)
Monthly Date
Hours
Minutes
Seconds
Select (AM/PM)
Monthly (week day)
Day of Month
Day
Hours
Minutes
Seconds
Select (AM/PM)
6. Click OK.
Drilling Through to Source Data
You can drill through on values from the application to the EPM Integrator landing
page. This landing page displays General Ledger accounts and the hyperlinked
balances that were used to populate the cells in the application. If a URL has been
specified in the Import Format option for the application, data is displayed in the
granularity with which it was loaded in your browser. Drill through based on a URL
requires that users be connected to the server on which the data resides.
For More Information
For more information, see the following sections in Administering Data Management for
Oracle Enterprise Performance Management Cloud.
Defining Category Mappings
When you create the application, a default Category mapping is created to map the
Scenario dimension to an EPM Integrator category. To update the default mapping,
see Administering Data Management for Oracle Enterprise Performance Management Cloud.
Defining Periods
When you create the application, a default Period mapping is created based on the
Period for the application. To update the default mapping, see Administering Data
Management for Oracle Enterprise Performance Management Cloud.
Creating Data Load Mappings
See Administering Data Management for Oracle Enterprise Performance Management Cloud
for information on the following topics:
Accessing More Administrative Tasks 16-13
Importing Using Data Management
•
Creating Mappings Using the Explicit Method
•
Creating Mappings Using the Between Method
•
Using Special Characters in the Source Value Expression for Like Mappings
•
Using Special Characters in the Target Value Expression
•
Ignoring Member Mappings
•
Importing Member Mappings
•
Exporting Member Mappings
Defining Data Load Rules
After you define data load mappings, you define data load rules for the application.
Data load rules are defined for locations.
See Administering Data Management for Oracle Enterprise Performance Management Cloud
for information on the following topics:
•
Creating the Data Load Rule
•
Defining the Data Load Rule Details
•
Defining Data Load Rules Details for File Based Data Load Rules
Managing Data Load Rules
After data load rules are created, you can edit, run, or delete them.
See Administering Data Management for Oracle Enterprise Performance Management Cloud
for information on the following topics:
•
Editing Data Load Rules
•
Running Data Load Rules
•
Checking the Data Load Rules
•
Deleting Data Load Rules
Using the Data Load Workbench
Data Load Workbench enables you to perform the data load processes interactively
from sources in EPM Integrator. In addition, users can view and review the data
imported from the source system.
Key features include:
•
Interactive Load Process with options for import and export (a 4-step wizard that
performs import, validate, export, and check)
•
Provision to view Source (All)/Source (Mapped)/Target/Source and Target
values
•
PTD YTD Value display for ready reference
•
Display options for Valid, Invalid, Ignored, and All Data
•
Online and Offline Load process
16-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Action Menus
•
Export to Excel
•
Drill through to source from the Data Load Workbench
For more information, see Administering Data Management for Oracle Enterprise
Performance Management Cloud.
Integrating Fusion Data in Planning
EPM Integrator facilitates data loading and write-back between a Fusion Financials
Cloud application and a Planning application. Fusion Financials Cloud Service users
who specialize in general ledger and commitment control operations can use Planning
as a financial planning application. Users can generate a trial balance in the Fusion GL
Cloud application, and then pick that file up and load it to Planning using a few
simple constructs in EPM Integrator. In addition, data from Planning can be written
back to the Fusion Financials Cloud Service. Both processes are supported using the
Fusion WebCenter Content Management for the Cloud service with data provided by
both the Fusion GL Cloud service and Planning.
For more information, see Administering Data Management for Oracle Enterprise
Performance Management Cloud.
Process Description
At a high level, the steps for integrating Fusion data in Planning:
1.
Create an application that includes the dimensions to which to map General
Ledger balances. See Creating an Application.
2.
Extract the Fusion General Ledger file from the Fusion Financials Cloud Service
and move it to the application. See "Extracting the Fusion General Ledger File" in
Administering Data Management for Oracle Enterprise Performance Management Cloud.
3.
Register and configure a source connection for the Fusion General Ledger file. See
"Configuring a Source Connection in Data Management" in Administering Data
Management for Oracle Enterprise Performance Management Cloud.
4.
Load data from the Fusion General Ledger file to the application. Then after
mapping data to the application dimensions, write back the data to the Fusion
Financials Cloud Service. See "Writing Back to the Fusion General Ledger for the
First Time" in Administering Data Management for Oracle Enterprise Performance
Management Cloud.
5.
Optionally, you can extract the data from the integrated application to create a
custom target application. See "Extracting the Integrated Planning and Fusion
Data to a Flat File" in Administering Data Management for Oracle Enterprise
Performance Management Cloud.
Administering Action Menus
Related Topics:
Creating and Updating Action Menus
Working with Action Menu Items
Defining Action Menu Items
Accessing More Administrative Tasks 16-15
Administering Action Menus
Creating and Updating Action Menus
Administrators can create right-click (or action) menus and associate them with forms,
enabling users to click rows or columns in forms and select menu items to:
•
Launch another application, URL, or business rule, with or without runtime
prompts
•
Move to another form
•
Move to Manage Approvals with a predefined scenario and version
•
Open Job or Copy Version
The context of the right-click is relayed to the next action: the POV and the Page, the
member the user clicked on, the members to the left (for rows), or above (for columns).
When designing forms, use Other Options to select menus available for Form menu
item types. As you update an application, update the appropriate menus. For
example, if you delete a business rule referenced by a menu, remove it from the menu.
To create, edit, or delete action menus:
1. From the Home page, click Navigator
click Action Menus.
, and then under Create and Manage,
2. Perform an action:
, enter the menu's name, and then click OK.
•
To create an action menu, click
•
To edit details of an action menu, select it, and then click
with Action Menu Items.
•
To delete action menus, select them, click
. See Working
, and then click OK.
Working with Action Menu Items
The Edit Menu page displays menu items on the current action menu, including
names, labels, required dimensions, icon, and type, such as URL, Form, Business Rule,
Manage Approvals, Menu Header, Form, Job , and Copy Version.
To work with action menu items:
1. From the Home page, click Navigator
click Action Menus.
2. Select a menu, and then click
, and then under Create and Manage,
.
3. First time only: To add the first item to the menu, click Add Child and Save.
4. Select a menu item and:
•
To add menu items below the selected item, click Add Child (available for
Menu Header menu types).
16-16 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Action Menus
•
To add menu items at the same level as the selected item, click Add Sibling.
•
To edit menu items and define the menu item properties, click Edit Menu
Item.
•
To delete menu items, click Delete Menu Item.
•
To change the order of menu items within the same level, click Move Up or
Move Down. You can move multiple items.
5. Click Save.
Click Save As to save the current selections under a new menu name.
Defining Action Menu Items
To define action menu items:
1. From the Home page, click Navigator
click Action Menus.
2. Select a menu and then click
, and then under Create and Manage,
.
3. Select the menu item, and then click Edit Menu Item or Add Sibling.
4. Define the menu item:
Table 16-4
Edit Menu Item Options
Item
Description
Menu Item
Enter a unique name containing only
alphanumeric and underscore characters,
with no special characters or spaces
Label
Enter text to be displayed when the menu is
selected. Spaces and special characters are
allowed. Menu labels display in the user
interface. Labels can be text or can reference
a resource variable by name. For example,
to set a menu’s label to File, set it to File
directly or to the name of a resource, such
as LABEL_FILE, which can be localized.
Icon
Optional: In context of the application
server, enter the path and filename to a
graphic to display by the menu. (In other
words, the graphic or image referenced
must be within the Oracle Hyperion
Planning Web application root folder.) For
example: Images/green.gif
Accessing More Administrative Tasks 16-17
Administering Action Menus
Table 16-4
(Cont.) Edit Menu Item Options
Item
Description
Type
Select the menu item type to determine
available properties.
Note:
No properties are available for Menu
Header.
•
•
•
•
•
•
•
Required Parameters
URL—Navigate to the specified URL.
Form—Launch a selected form. The
member selection context for the
member, page, and POV is retained
when users right-click in the source
form. If the target form contains these
dimension members on the page, its
page is set to match the context.
Business Rule—Launch the selected
business rule.
Manage Approvals—Move to Manage
Approvals to work with approval
units
Menu Header—Create a menu under
which you can create children menu
items. To display a separator bar on
the menu at this item, enter one
hyphen as the Label. In this case, the
Required Dimension list is not
available.
Previous Form—Create a menu that
returns the user to the previous form.
Copy Version—Create a menu that
opens Copy Version to enable the user
to copy data for the current form.
Select a dimension, or select an option for
where the menu item displays: Point of
View, Page, Row, Column, Members Only,
Cell Only. For example, if you select
Account, users can right-click Account
members on a form to open the menu. If
you select Row, the menu is available when
users right-click a row. Selecting None
makes the menu available whenever the
user right-clicks in the form.
5. Define menu item properties, which differ for menu item types:
16-18 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Action Menus
Table 16-5
Options for Menu Item Types
Type
Options
URL
a.
In URL, enter the complete URL to
which to direct the user. For example:
http://server name/HFM/Logon/
HsvLogon.asp.
b.
Select Use Single Sign-on to append
the SSO token to the URL.
c.
Select Include Context in URL to
include the context.
a.
In Form Folder, select the folder
containing the destination form.
b.
In Form, select the form.
a.
In Cube, select the cube for which the
business rule is available.
b.
In Business Rules, select the business
rule to launch.
c.
In View Type, select how to display
runtime prompt pages:
Form
Business Rule
•
•
Manage Approvals
Classic View—Use the default
application view
Streamline View—Display each
runtime prompt on a different line
d.
Optional: In Window Title, enter a
title to display instead of Runtime
Prompts.
e.
Optional: In OK Button Label, enter
the text to display for the OK button.
f.
Optional: In Cancel Button Label,
enter the text to display for the Cancel
button.
g.
Optional: In Launch Confirmation
Message, enter text to display when
the business rule is invoked, but before
it is launched. This option enables
administrators to provide meaningful
messages to planners about the
consequences of launching business
rules.
Specify the approval unit to which the user
is directed by selecting a scenario and a
version.
Accessing More Administrative Tasks 16-19
Administering Alias Tables
Table 16-5
(Cont.) Options for Menu Item Types
Type
Options
Previous Form
Enter the name of the menu item that will
return the user to the previous form.
Copy Version
Enable end users to use Copy Version to
copy form data for the current form,
including supporting details, annotations,
cell text, and cell documents to another
version. Select the following default values:
a.
In Scenario, select the scenario from
which to copy.
b.
In Copy From, select the version that
contains the data to copy.
c.
In Copy To, select the version to which
to copy the data.
6. Click Save.
Administering Alias Tables
Related Topics:
About Aliases
About Alias Tables
Working with Alias Tables
Specifying a Default Alias Table and Setting Member and Alias Display Options
About Aliases
You can assign alternate names, or aliases, to Account, Currency, Entity, Scenario,
Period, Version, Years, and user-defined dimension members. The application allows
up to 30 aliases per dimension member, including the default alias. Aliases can have
the same name within an alias table and across alias tables.
Aliases can also have:
•
The same name as a member
•
The same alias on members that are parent and child
•
The same name for members from different dimensions or from the same
dimension
16-20 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Alias Tables
Note:
•
You cannot have the same alias for two members that are siblings because
there would be no way to uniquely identify the member. This rule is
enforced by the application for base members, but not for shared
members.
This rule is not enforced for shared members because you cannot directly
set aliases for shared members; shared member aliases are inherited from
the alias of their base member. It is possible to create an alternative
hierarchy where you can have two shared members that have the same
alias and are siblings. However, this situation is discouraged if you want
to reference these members by their aliases from an adhoc grid because,
when you type the alias into the grid and submit it to the application, the
application cannot uniquely resolve this member and it will return an
error. If you are using the alias for display purposes only then there will
be no issue, but this design is discouraged because, visually, there is no
way to differentiate between these two members.
•
Although aliases can have the same name as a member, be careful not to
set the alias of member1 to be the same name as member2. This can lead
to unintended results and will cause confusion on the form grids.
•
Member names must be unique so that they can be used in rules and form
designs.
About Alias Tables
You can create and update alias tables, and set a default alias table for the application.
Follow naming conventions in Naming Restrictions.
Multiple alias tables support, for example, these language combinations:
•
English, French, German, Spanish, and Italian
•
Japanese and English
•
Korean and English
•
Turkish and English
Note:
Alias table support is not restricted to these language combinations.
You can set alias tables to display members in an application. Planners can set alias
tables in preferences.
Working with Alias Tables
You can add, edit, rename, and delete alias tables or clear alias table values. You can
also copy alias table content from one table to another.
To work with alias tables:
Accessing More Administrative Tasks 16-21
Administering Alias Tables
1. From the Home page, click Navigator
click Alias Tables.
, and then under Create and Manage,
2. Choose a task:
•
If adding an alias table, click
, and then in Add - Alias Table, enter a name.
•
If editing or renaming alias tables, select the alias table, then click
then for Edit - Alias Table, enter a name.
•
If deleting alias tables, select the alias table, and then click Delete.
, and
Note:
You cannot delete the Default alias table.
•
If clearing the values in an alias table, select the alias table to clear, then click
Clear Values.
Note:
Clearing the alias table removes the content of the table, but does not remove
the table.
•
If copying alias table content, select the alias table, click Copy, then select the
destination alias table, and then click Copy.
Note:
The destination alias table must exist. Copying does not create tables.
3. Click OK.
Specifying a Default Alias Table and Setting Member and Alias Display Options
If you create alias tables with aliases for Account, Currency, Entity, Scenario, Period,
Version, Years, and user-defined dimensions and members, you can select a Default
alias table for the application. Users can set preferences for which set of aliases (stored
in an alias table) to use for displaying member and dimension names.
To select the application’s Default alias table:
1. From the Home page, click Navigator
Settings and Defaults.
, and then under Setup, click System
2. Select Current Application Defaults, and then select Application Settings.
3. For Alias Table, select a Default alias table.
4. For Member Name\Alias Display, select the option that enables the kind of
member data to be displayed on the Member Selector throughout your application:
16-22 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
•
Default—The data determined by the form, grid, or dimension settings
•
Member name —Just member names
•
Alias—Just member aliases, if defined
•
Member name:Alias—Names followed by aliases, if defined
•
Alias:Member name—Alias, if defined, followed by the names
5. Click Save or Reset.
Administering Dimensions
Related Topics:
Dimension Overview
Working with Dimension Hierarchies
About Custom Dimensions
About Entities
About Accounts
Accounts, Entities, Periods, and Cubes
About User-Defined Custom Dimensions
Adding or Editing User-Defined Custom Dimensions
Working with Members
Working with Attributes
Working with Attribute Values
Customizing Calendars
Setting Up Currencies
Setting Up Scenarios and Specifying Versions
Setting up Dynamic Time Series Members
Working with UDAs
Working with Member Formulas
Dimension Overview
Related Topics:
About Dimensions and Members
About Sparse and Dense Dimensions
About Dimension Hierarchies
Accessing More Administrative Tasks 16-23
Administering Dimensions
About Dimensions and Members
Dimensions categorize data values. Seven dimensions are included with the
application: Account, Entity, Scenario, Version, Period, Years, and Currency. You can
create up to 13 user-defined custom dimensions.
Members are components of dimensions.
About Sparse and Dense Dimensions
Sparse dimensions lack data values for the majority of member combinations. Dense
dimensions have data values for the majority of member combinations. At least one
dense dimension is required. Custom attributes cannot be assigned to dense
dimensions. The application designates the Account and Period dimensions as dense,
and the remaining dimensions as sparse. To optimize performance for sparse
dimensions, the application searches for and calculates only occupied data values in
each dimension combination, reducing calculation time and disk usage. You can
modify these settings. See About Reordering Dimensions and Setting Dimension
Density and Order.
About Dimension Hierarchies
Dimension hierarchies define structural and mathematical relationships, and
consolidations between members in the application. Relationships are represented
graphically in a collapsible hierarchy diagram. The levels below the cube name are
dimensions, and the levels below each dimension are members.
The Period dimension can contain the member YearTotal, which contains members
Q1, Q2, Q3, and Q4. Members Q1, Q2, Q3, and Q4 contain their own members for the
corresponding months in the year. To consolidate data values in the Period dimension,
roll up monthly data values to get quarterly data values, and quarterly data values to
get yearly data values.
Members of the same level that belong to the same dimension or member are called
siblings. For example, Q1, Q2, Q3, and Q4 are siblings because they are at the same
level in the hierarchy, and are members of the same member, YearTotal.
The members of a dimension are called children of the dimension. Members that
belong to a member are called children of that member. The member YearTotal is a
child of Period, the members of Q1, Q2, Q3, and Q4 are children of YearTotal, and Jan,
Feb, and Mar are children of Q1. Q1 is the parent of Jan, Feb, and Mar, YearTotal is the
parent of Q1, Q2, Q3, and Q4, and Period is the parent of YearTotal.
Working with Dimension Hierarchies
Related Topics:
Navigating Dimension Hierarchies
Filtering the Dimension View by Cube
Finding Dimensions or Members
Sorting Members
Moving Members Within the Dimension Hierarchy
Assigning Access to Members
Enabling Access Permissions for Dimensions
16-24 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
Viewing a Member’s Ancestors
Determining Where Members Are Used in an Application
Navigating Dimension Hierarchies
To view a dimension's hierarchy:
1.
From the Home page, click Application, click Overview, and then click
Dimensions.
2.
Select the cube and dimension to view dimension details.
3.
Click Edit Member Properties to view the dimension hierarchy.
4.
Perform a task:
•
Press the Up Arrow to move to the previous member.
•
Press the Down Arrow to move to the next member.
Filtering the Dimension View by Cube
You can filter the dimension view by cube. When you select a cube, only dimensions
used in that cube are displayed on the Dimensions page.
To filter the dimension view by cube:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. For Cube, select the cube.
The application displays only the dimensions used in the selected cube.
Finding Dimensions or Members
To find dimension members in dimension hierarchies:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. For Dimension, select the dimension for the member.
3. For Search, select Name, Alias, or Both.
4. Enter the search text (member name, alias, or partial string) for which to search.
5. Click
or
.
Sorting Members
You can sort members in ascending or descending order, by children or descendants.
Sorting members affects the outline.
To sort members:
Accessing More Administrative Tasks 16-25
Administering Dimensions
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. For Dimension, select the dimension for the members.
3. On Dimensions, select the members whose children or descendants you want to
sort.
4. For Sort, select children or descendants.
Sorting by children affects only members in the level immediately below the
selected member. Sorting by descendants affects all descendants of the selected
member.
5. Click
to sort by ascending order or
to sort by descending order.
6. Click OK.
The next time you create or refresh the database, the outline is generated with
members in the order that is displayed.
Moving Members Within the Dimension Hierarchy
You can move one member or a group of members in the same branch. If you move
Account members whose Valid For Cube settings differ from their new parent, the
moved member settings change to match the setting of the new parents. If you move
members whose Source Cube settings differ from their new parent, the moved
member Source Cube is reset to match the first valid cube.
To move members:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. For Dimension, select the dimension for the members to move.
3. Select the member or branch to move.
4. Perform one action:
•
•
To move members or branches among siblings:
–
Click
–
Click
to move the member up one position.
to move the member down one position.
To move members, including parents and children:
a.
Click
.
Note:
You cannot cut members after adding or editing dimensions, navigating to
different pages, deleting members, or logging off the application. Cut is not
available for root dimension members.
16-26 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
b.
Click the destination level under which to move the members.
c.
Click
d.
Click OK.
e.
Update and validate business rules and reports.
.
Assigning Access to Members
Before you can assign access to members of user-defined custom dimensions, you
must select the Apply Security check box on the dimension’s Edit Properties page.
See Enabling Access Permissions for Dimensions.
To assign access to members:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the dimension and member.
3. Click
.
4. Add, edit, or remove access.
•
Adding, Editing, and Removing Access to Members
•
About Effective Access Permissions to Shared Members
Adding, Editing, and Removing Access to Members
You can specify which users and groups can access the selected member.
To assign, edit, and remove access permissions to members:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the dimension and member.
3. Click
.
4. To add access:
a. Click
.
b. Select the users and groups to access the selected member.
Click Users to display all user names; click Groups to display all groups.
c. Optional: Select a relationship.
For example, select Children to assign access to the children of the selected
member.
d. For the selected users or groups, select the access type and click Add.
Accessing More Administrative Tasks 16-27
Administering Dimensions
e. Click Close.
5. To modify access:
a. Click
.
b. For the selected member, select the access type for the displayed users or
groups.
Click Users to display all user names; click Groups to display all groups.
c. Optional: Select a relationship.
For example, select Children to assign access to children of the selected member.
d. Click Set.
e. Click Close.
6. To remove access:
a. Select the users and groups for whom to remove access to the selected member.
Click Users to display all user names; click Groups to display all groups.
b. Click
.
c. Click OK.
d. Click Close.
About Effective Access Permissions to Shared Members
You cannot assign access directly to a shared member. A shared member inherits
access permissions from its base member, parent, or ancestor.
The application checks access permissions at each level, first by user, then by group,
based on the member’s access permissions inheritance relationship. If multiple access
permissions exist, the least restrictive access permission is applied (for example, Write
access takes precedence over Read access).
Sample Parent and Child Entity Members
16-28 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
Table 16-6
Example of Inherited Access to Shared Members
Case
Access Permission
Effective Access for
Base and Shared
Member CA
Explanation
Case 1
CA (base) = None
Read
CA inherits Read access
from its West parent
because Read is less
restrictive than None.
Write
CA inherits Write access
from its Sales Region 1
parent because Write is
less restrictive than Read
or None.
Write
CA inherits Write access
from its United States
parent because Write is
less restrictive than Read
or None.
iDescendants (West) =
Read
Case 2
iDescendants (United
States) = None
iDescendants (West) =
Read
iDescendants (Sales
Region 1) = Write
Case 3
iDescendants (United
States) = Write
iDescendants (West) =
None
iDescendants (Sales
Region 1) = Read
Enabling Access Permissions for Dimensions
Edit the dimension to set access permissions to user-defined custom dimension
members.
To enable access permissions for dimensions:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. In Dimension, select the dimension.
3. Select
.
4. Select Apply Security.
Note:
If you do not select this option, there is no security on the dimension, and
users can access its members without restriction. See Setting Dimension
Properties.
5. Click Save.
Click Reset to revert to previously saved values.
Accessing More Administrative Tasks 16-29
Administering Dimensions
Viewing a Member’s Ancestors
To view a member’s ancestors:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. For Dimension, select a dimension.
3. Select the member in the dimension hierarchy.
4. Click
.
5. Click OK.
Determining Where Members Are Used in an Application
To view where members are used in an application:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the dimension whose member’s usage you want to view.
3. Click
.
About Custom Dimensions
The application includes two custom dimensions: Account and Entity. You can edit
the names of these dimensions, and create up to 13 user-defined dimensions. Use
Account and user-defined dimensions to specify data to gather from planners. Use
Entity to model the flow of planning information in the organization and establish the
plan review path.
•
Aggregation Options
•
Storage Options
Aggregation Options
You can define calculations within dimension hierarchies using aggregation options.
Aggregation options determine how child member values aggregate to parent
members:
•
+ Addition
•
- Subtraction
•
* Multiplication
•
/ Division
•
% Percent
•
~ Ignore
16-30 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
•
Never (do not aggregate, regardless of hierarchy)
Storage Options
Table 16-7
Storage Options
Option
Impact
Dynamic Calc and Store
Calculates data values of members, and
stores values.
Store
Stores data values of members.
Dynamic Calc
Calculates data values of members, and
disregards the values.
Never Share
Prohibits members in the same dimension
from sharing data values.
Shared
Allows members in the same dimension to
share data values.
Label Only
Has no data associated with the member.
About Dynamic Calc
With dynamically calculated members, the application calculates data values of
members, and disregards these values. The limit is 100 children under a Dynamic Calc
parent. Changing a member's storage to Dynamic Calc may result in loss of data,
depending on how the data was originally derived. You may need to update outlines,
calculations, or both to get the dynamically calculated value.
Dynamic Calc Versus Dynamic Calc and Store
In most cases, you can optimize calculations and lower disk usage by using Dynamic
Calc instead of Dynamic Calc and Store when calculating members of sparse
dimensions. Use Dynamic Calc and Store for members of sparse dimensions with
complex formulas, or that users retrieve frequently.
For members of dense dimensions, use Dynamic Calc. Dynamic Calc and Store
provides only a small decrease in retrieval time and regular calculation time, and does
not significantly lower disk usage. For data values accessed concurrently by many
users, use Dynamic Calc. Retrieval time may be significantly lower than for Dynamic
Calc and Store.
Note:
•
Do not use Dynamic Calc for base-level members for which users enter
data.
•
Do not use Dynamic Calc for a parent member if you enter data for that
member in a target version. Parent members set to Dynamic Calc are
read-only in target versions.
•
Data values are not saved for Dynamic Calc members.
Accessing More Administrative Tasks 16-31
Administering Dimensions
About Store Data Storage
Do not set parent members to Store if their children are set to Dynamic Calc. With this
combination, new totals for parents are not calculated when users save and refresh
forms.
About Shared Data Storage
Use Shared to allow alternate rollup structures in the application.
About Never Share Data Storage
The default data storage type is Never Share when you add user-defined custom
dimensions. You can use Never Share for parent members with only one child
member that aggregates to the parent, to apply access to the child member.
About Label Only Data Storage
Label-only members are virtual members; they are typically used for navigation and
have no associated data.
Note:
•
You cannot assign level 0 members as label-only.
•
Label-only members can display values.
•
Making dimension members label-only minimizes database space by
decreasing block size.
•
You cannot assign attributes to label-only members.
•
In a multicurrency application, you cannot apply label-only storage to
members of these dimensions: Entity, Versions, Currencies, and userdefined custom dimensions. To store exchange rates, use Never Share.
•
Data Storage for children of label-only parents is set to Never Share by
default.
Caution:
Do not design forms in which label-only parents follow their first child
member, as you cannot save data in the first child member. Instead, create
forms with label-only parents selected before their children, or do not select
label-only parents for forms.
About Entities
Entities typically match your organization’s structure, such as geographical regions,
departments, or divisions. Create entity members for groups that submit plans for
approval. Entity members help define budget review, or approvals (see Managing
Approvals).
For example, you may have regional centers preparing budgets for country
headquarters. The country headquarters may prepare plans for corporate
16-32 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
headquarters. To match this structure, create members for the regions, countries and
headquarters. Specify regions as children of country members, and country members
as children of headquarters.
Forms support multiple currencies per entity, enabling data entry for multiple
currencies and reporting against one currency. However, the application supports a
base entity for each entity. You can set the currency for entered values, which are
converted to other currencies having defined exchange rates.
About Accounts
Account dimension members specify the information needed from budget planners.
Create an account structure that lets budget preparers input data for budget items.
You can define calculations in the account structure.
•
Account Types
•
Saved Assumptions
•
Data Type and Exchange Rate Type
Account Types
Account type defines accounts’ time balance (how values flow over time) and
determines accounts’ sign behavior for variance reporting with member formulas.
Examples of Using Account Types
Table 16-8
Using Account Types
Account Type
Purpose
Expense
Cost of doing business
Revenue
Source of income
Asset
Company resource
Liability and Equity
Residual interest or obligation to creditors
Saved assumption
Centralized planning assumptions ensuring
consistency across the application
Summary of Account Types
Table 16-9
Summary of Account Types
Account Type
Time Balance
Variance Reporting
Revenue
Flow
Non-Expense
Expense
Flow
Expense
Asset
Balance
Non-Expense
Liability
Balance
Non-Expense
Accessing More Administrative Tasks 16-33
Administering Dimensions
Table 16-9
(Cont.) Summary of Account Types
Account Type
Time Balance
Variance Reporting
Equity
Balance
Non-Expense
Saved Assumption
User-defined
User-defined
Variance reporting and time balance settings are system-defined; only Saved
Assumption is user-defined.
Time Balance Property
Time balance specifies how the application calculates the value of summary time
periods.
Table 16-10
Time Balance Properties
Time Balance Property
Description
Example
Flow
Aggregate of all values for a
summary time period as a period
total.
Jan: 10 Feb: 15 Mar: 20 Q1: 45
First
Beginning value in a summary time
period as the period total.
Jan: 10 Feb: 15 Mar: 20 Q1: 10
Balance
Ending value in a summary time
period as the period total.
Jan: 10 Feb: 15 Mar: 20 Q1: 20
Average
Average for all the child values in a
summary time period as the period
total.
Jan: 10 Feb: 15 Mar: 20 Q1: 15
Fill
The value set at the parent is filled
into all its descendents. If a child
value changes, the default
aggregation logic applies up to its
parent.
Jan: 10; Feb: 10; Mar: 10; Q1: 30
Consolidation operators and
member formulas overwrite Fill
values when the members are
recalculated.
16-34 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
Table 16-10
(Cont.) Time Balance Properties
Time Balance Property
Description
Example
Weighted Average - Actual_Actual
Weighted daily average, based on
the actual number of days in a year;
accounts for leap year, in which
February has 29 days. In the
example, the average for Q1 is
calculated: (1) Multiply each
month’s value in Q1 by the number
of days in the month, (2) Sum these
values, (3) Divide the total by the
number of days in Q1. Assuming it
is a leap year, the result is
calculated: (10 * 31 + 15 * 29 + 20 *
31) / 91 = 15
Jan: 10 Feb: 15 Mar: 20 Q1: 15
Weighted Average - Actual_365
Weighted daily average, based on
365 days in a year, assuming that
February has 28 days; does not
account for leap years. In the
example, the average for Q1 is
calculated: (1) Multiply each
month’s value in Q1 by the number
of days in the month, (2) Sum these
values, (3) Divide the total by the
number of days in Q1. Assuming it
is not a leap year, the result is
calculated: (10 * 31 + 15 * 28 + 20 *
31) / 90 = 15
Jan: 10 Feb: 15 Mar: 20 Q1: 15
You can use the Weighted Average - Actual_Actual and Weighted Average Actual_365 time balance properties only with a standard monthly calendar that rolls
up to four quarters. For information on how the application calculates and spreads
data with the different Time Balance settings, see Working with Planning for Oracle
Planning and Budgeting Cloud.
Account Types and Variance Reporting
An account’s variance reporting property determines whether it is treated as an
expense when used in member formulas:
•
Expense—The actual value is subtracted from the budgeted value to determine
the variance
•
Non-Expense—The budgeted value is subtracted from the actual value to
determine the variance
Setting Account Calculations for Zeros and Missing Values
With time balance properties First, Balance, and Average, specify how database
calculations treat zeros and missing values with the Skip options.
Accessing More Administrative Tasks 16-35
Administering Dimensions
Table 16-11
Effect of Skip Options When Time Balance is Set to First
Skip Option
Description
Example
None
Zeros and #MISSING values are
considered when calculating parent
values (the default). In the example,
the value of the first child (Jan) is 0,
and zeros are considered when
calculating the parent value, so Q1
= 0.
Jan: 0 Feb: 20 Mar: 25 Q1: 0
Missing
Excludes #MISSING values when
calculating parent values. In the
example, the value of the first child
(Jan) is #MISSING, and #MISSING
values are not considered when the
calculating parent values, so Q1 =
second child (Feb), or 20.
Jan: #MISSING Feb: 20 Mar: 25 Q1:
20
Zeros
Excludes zero values when
calculating parent values. In the
example, the value of the first child
(Jan) is 0, and zero values are not
considered when calculating parent
values, so Q1 = the second child
(Feb), or 20.
Jan: 0 Feb: 20 Mar: 25 Q1: 20
Missing and Zeros
Excludes #MISSING and zero
values when calculating parent
values. In the example, the value of
the first child (Jan) is zero, and the
value of the second child (Feb) is
missing. Because missing and zero
values are not considered when
calculating parent values, Q1 = the
third child (Mar), or 25.
Jan: 0 Feb: #MISSING Mar: 25 Q1:
25
Saved Assumptions
Use saved assumptions to centralize planning assumptions, identifying key business
drivers and ensuring application consistency. You select time balance and variance
reporting properties.
•
Variance reporting determines the variance between budgeted and actual data, as
an expense or non-expense.
•
Time balance determines the ending value for summary time periods.
Examples of how time balance and variance reporting properties are used with saved
assumption account members:
•
Create a saved assumption of an expense type for variance reporting, assuming
that the actual amount spent on headcount is less than the amount budgeted. To
determine the variance, the application subtracts the actual amount from the
budgeted amount.
16-36 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
•
Determine the value for office floor space by using the time period’s last value.
•
Make an assumption about the number of product units sold at the end of the
time period. Determine the final value for the summary time period by
aggregating the number of units sold across time periods.
Data Type and Exchange Rate Type
Data type and exchange rate type determine how values are stored in account
members, and the exchange rates used to calculate values. Available data type for
account members’ values:
•
Currency—Stores and displays in the default currency.
•
Non-currency—Stores and displays as a numeric value.
•
Percentage—Stores a numeric value and displays as a percent.
•
Date—Displays as a date.
•
Text—Displays as text.
In a multiple currency application, for accounts with the Currency data type, available
Exchange Rate types (valid for any time period):
•
Average—Average exchange rate
•
Ending—Ending exchange rate
•
Historical—Exchange rate in effect when, for example, earnings for a Retained
Earnings account were earned or assets for a Fixed Assets account were
purchased.
In a Simplified multiple currency application, for accounts with the Currency data
type, available Exchange Rate types (valid for any time period):
•
FX Rates - Average
•
FX Rates - Ending
Accounts, Entities, Periods, and Cubes
By assigning cubes for Account, Entity, and Period members, you set to which cubes
the members’ children have access. For example, Total Sales Account may be valid for
Revenue and P&L, but Fixed Assets Account may be valid for only Balance Sheet. Not
assigning a cube to a member prevents that member’s children from accessing that
cube.
When moving members, if the new parent is valid for different cubes, members
remain valid only for cubes they have in common with the new parent. If the new
parent of an account member has another source cube, the member’s source cube is set
to the first new valid cube of that member.
Entities and Cubes
Typically, entity members prepare different plans. When defining entity members,
specify cubes for which they are valid. Because forms are associated with cubes, you
can control which entity members can enter data for each cube.
Accessing More Administrative Tasks 16-37
Administering Dimensions
Accounts and Cubes
If accounts are valid for multiple cubes, specify the source cube to determine which
cube’s database stores the account value for them.
About User-Defined Custom Dimensions
You can add up to 13 user-defined custom dimensions. For example, you could add a
dimension called Project to budget operating expenses for each project. You define
properties, including name, alias, cube, security, attributes, and attribute values.
Caution:
You cannot delete custom dimensions after you create them.
User-defined custom dimensions differ from the Entity and Account dimensions in
that you assign valid cubes at the dimension level, not at the member level. All
members of a user-defined custom dimension are valid for cubes assigned at the
dimension level.
Adding or Editing User-Defined Custom Dimensions
User-defined custom dimensions must conform to guidelines listed in Naming
Restrictions.
Table 16-12
Properties for User-Defined Custom Dimensions
Property
Value
Dimension
Enter a name that is unique across all
dimensions.
Alias
Optional: Select an alias table. Enter an
alternate name for the dimension. See About
Aliases.
Description
Optional: Enter a description.
Valid for Cubes
Select cubes for which the dimension is valid.
Clearing this option makes all members of
the dimension invalid for the deselected cube.
Apply Security
Allow security to be set on the dimension
members; must be selected before assigning
access rights to dimension members.
Otherwise, dimensions have no security and
users can access members without restriction.
Data Storage
Select a data storage option. The default is
Never Share.
To add or change user-defined dimensions:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
16-38 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
2. Click
or select an existing dimension and click
.
3. Specify any of the properties listed above.
4. Click Save.
5. Click OK.
Click Refresh to revert to the previous values and keep the page open.
•
Setting Dimension Properties
•
Setting Dimension Density and Order
•
Setting the Evaluation Order
Setting Dimension Properties
Dimension properties must conform to guidelines listed in Naming Restrictions.
Table 16-13
Dimensions Properties
Property
Value
Dimension
Enter a name that is unique across all
dimensions.
Description
Optional: Enter a description.
Alias Table and Alias
Optional: Select an alias table. Enter an
alternate name for the dimension. See
Administering Alias Tables.
Valid for Cubes
Select cubes for which the dimension is valid.
Clearing this option makes all members of
the dimension invalid for the deselected cube.
Two Pass Calculation
Recalculate values of members based on
values of parent members or other members.
Available for Account and Entity members
with Dynamic Calc or Dynamic Calc and
Store properties.
Apply Security
Allow security to be set on the dimension
members; must be selected before assigning
access rights to dimension members.
Otherwise, dimensions have no security and
users can access members without restriction.
Data Storage
Select a data storage option. The default is
Never Share.
Accessing More Administrative Tasks 16-39
Administering Dimensions
Table 16-13
(Cont.) Dimensions Properties
Property
Value
Display Option
Set application default display options for the
Member Selection dialog box. Select
Member Name or Alias to display members
or aliases. Member Name:Alias displays
members on the left and aliases on the right.
Alias:Member Name displays aliases on the
left and members on the right.
Setting Dimension Density and Order
The Performance Settings tab enables you to set dimensions as sparse or dense and
set their order of precedence.
To manage performance settings:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the Performance Settings tab.
3. For each dimension, set its Density as Dense or Sparse.
See About Sparse and Dense Dimensions.
4. Set the order of precedence by selecting a dimension and clicking
the Position column heading.
or
next to
See About Reordering Dimensions.
Setting the Evaluation Order
The Evaluation Order tab enables you to specify which data type prevails when a data
intersection has conflicting data types. For example, if Account members are set to the
Currency data type, and Product members are set to the Smart List data type, you can
set whether the Currency or Smart List data type prevails at an intersection.
To set evaluation order:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select Evaluation Order, and then select the cube.
3. From Available Dimensions, select dimensions and move them to Selected
Dimensions:
•
•
moves selected dimensions
moves all dimensions
16-40 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Dimensions
•
removes selected dimensions
•
removes all dimensions
You need select only dimensions whose members have specific data types (that is,
their data type is not "Unspecified"). The data type "Unspecified" does not conflict
with another data type.
4. If you select multiple dimensions, set the order of precedence by clicking
or
.
5. Click Save.
Working with Members
You can assign access rights to members, rearrange the dimension member hierarchy,
and share members of the Entity, Account, and user-defined custom dimensions.
•
About Dynamic Members
•
Adding or Editing Members
•
Deleting Members
•
Deleting Parent Members
•
Viewing Member Properties from Forms
•
Working with Shared Members
•
Creating Shared Members
About Dynamic Members
Dynamic members are members that users can create when working with business
rules. They're sometimes referred to as "on the fly members". An administrator enables
end users to create dynamic members under a parent member and must refresh the
database to create the required placeholders in Essbase. In business rules with runtime
prompts, users can then create members by entering desired member names in the
runtime prompts. Subsequent database refreshes will rename used dynamic children
to the names specified by the end users and recreate the required placeholders in
Essbase. For information about working with business rules and dynamic members,
see Designing with Calculation Manager for Oracle Enterprise Performance Management
Cloud.
If a parent member is enabled for adding dynamic children (as described in this
section), users can create new members by entering their name in the runtime prompt.
To enable a parent member for adding dynamic children:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Edit the parent member and select the option Enable for Dynamic Children (see
Adding or Editing Members).
•
Optional: Set the member property Number of Possible Dynamic Children
(the default is 10). This setting determines the number of placeholders that are
created for dynamically adding or loading members under the parent. If all
Accessing More Administrative Tasks 16-41
Administering Dimensions
placeholders are used, subsequently added children are added as normal
members and cannot be used until the database is refreshed.
•
Optional: Set the member property Access Granted to Member Creator (the
default is Inherit).
3. Refresh the database to create the placeholders for dynamic members in the
databases for the cubes in which the members are used.
4. In Oracle Hyperion Calculation Manager:
a. Create a business rule with a runtime prompt (of the Variable type Member).
Under the Dynamic Member Parent column, use the Member Selector to select
the parent member that you enabled for dynamic children in the application.
b. Select the option Create dynamic members.
c. Deploy the business rule.
For information about working with business rules, see the Designing with
Calculation Manager for Oracle Enterprise Performance Management Cloud.
Note:
•
In Calculation Manager, selecting both the Create dynamic members and
the Delete dynamic members options enables temporary dynamic
members to be created for calculations, and those temporary dynamic
members will be deleted after the business rule completes.
•
Selecting the Delete dynamic members option alone presents the end
user with the Member Selector in the runtime prompt so he can delete
any member that he created dynamically under the parent (if he has write
access to that member). This enables the end user to have full control over
cleaning up and managing the members under the parent. The key is
proper design to fit your requirements, setting the appropriate access
rights to dynamic children with the Access Granted to Member Creator
member property.
If all the above conditions are met, when users run the business rule with the runtime
prompt, they enter the name of the dynamic member, and then click Launch. If the
business rule runs successfully, the member is created in the dimension hierarchy
under the dynamic member's parent.
Child members that you import under parent members enabled for dynamic children
are added as dynamic child members if there are dynamic member placeholders in
Essbase. After the placeholders are full, any remaining children are added as normal
members, and cannot be used until the database is refreshed.
Note:
If you load a parent member that is enabled for dynamic children and its child
members during the same import, the child members are loaded as normal
members. This is because the database must be refreshed to create the
placeholders in Essbase.
16-42 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
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Adding or Editing Members
Members must conform to guidelines listed in Naming Restrictions. Shared members
must be consistent with Working with Shared Members.
Table 16-14
Member Properties
Property
Value
Name
Enter a name that is unique across all
dimension members.
Description
Optional: Enter a description.
Alias Table
Optional: Select the alias table to store the
alias name. Enter an alternate name for the
member in Alias. See Administering Alias
Tables.
For Account members only: Account Type
Select Expense, Revenue, Asset, Liability,
Equity, or Saved Assumption.
For descriptions, see Account Types.
For Account members only: Variance
Reporting
If the account type is Saved Assumption,
select Expense or Non-Expense. Designate
the saved assumption as a revenue, asset,
liability, or equity account.
For Account members only: Time Balance
Select Flow, First, Balance, Average, Fill,
Weighted Average - Actual_Actual, or
Weighted Average - Actual_365.
For descriptions, see Time Balance Property.
For Account members only: Skip
If the account type is Asset, Equity, or
Liability, select None, Missing, Zeros, or
Missing and Zeros.
For descriptions, see Setting Account
Calculations for Zeros and Missing Values.
For Account members only: Exchange Rate
Type
For Account members only: Data Type
Select Average, Ending, or Historical.
For descriptions, see Data Type and
Exchange Rate Type.
Select Currency, Non-currency, Percentage,
Date, or Text.
For descriptions, see Data Type and
Exchange Rate Type.
For Account members only: Distribution
Sets the weekly distribution. Available for
leaf Account members if the option was
selected when creating the application and
the base time period is 12 months.
Accessing More Administrative Tasks 16-43
Administering Dimensions
Table 16-14
(Cont.) Member Properties
Property
Value
Hierarchy Type
Hierarchy Type is available for dimensions
bound to an aggregate storage cube.
Aggregate storage dimensions are
automatically enabled to support multiple
hierarchies. The first hierarchy in a multiple
hierarchy dimension must be stored.
Note:
For members with a stored hierarchy type,
the only valid cube aggregation options are
Addition or Ignore. In a stored hierarchy, the
first member must be set to Addition. For
members with a dynamic hierarchy type, all
cube aggregation options are valid. Stored
hierarchy members that are not children of
Label Only members must have Addition set
as the consolidation operator. Children of
Label Only members can be set to Ignore.
Data Storage
Select a data storage property. The default is
Never Share for new custom dimension
members (except root members).
Two Pass Calculation
Recalculate values of members based on
values of parent members or other members.
Available for Account and Entity members
with Dynamic Calc or Dynamic Calc and
Store properties.
For Entity members only: Base Currency
For Standard multiple currency applications
only, select the Entity member’s base
currency.
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Table 16-14
(Cont.) Member Properties
Property
Value
Plan Type
Select the plan types (or cubes) for which the
member is valid.
Note:
A member can belong to both aggregate
storage and block storage plan types.
Select an aggregation option for each selected
plan type. You can select a source cube only if
multiple plan types are valid for the member.
Only plan types and aggregation options for
which the member’s parent is valid are
available. If the parent is not valid for a plan
type or aggregation option, neither is the
child member. Deselecting a plan type for an
account or entity parent member deselects it
for all descendents of that parent. For
members with a stored hierarchy type, the
only valid aggregation options are Addition
or Ignore. See Aggregation Options.
Caution:
Deselecting a plan type for dimension
members after data is entered into an
application may result in loss of data when
an application is refreshed. For account
members, data is lost if the deselected plan
type is the source plan type.
Members of a custom dimension and a Period
dimension can set usage by plan type, similar
to the Account and Entity dimensions.
For Entity members only: Base Currency
For Standard multiple currency applications
only, select the base currency for the Entity
member.
For Account members only: Source Cube
Select the source cube for the member. A
shared member is a pointer to the base
member and is not stored; this is disabled for
shared members. The source cube of a shared
Account member matches the source cube of
the base member, even though Source Plan
field is unavailable because it does not apply
to shared members.
Accessing More Administrative Tasks 16-45
Administering Dimensions
Table 16-14
(Cont.) Member Properties
Property
Value
Smart Lists
Optional: Select a Smart List to associate with
the member.
Enable for Dynamic Children
Enables users to create children for this
member by entering a member name in the
runtime prompt for a business rule that has
been configured with a dynamic parent
member (see About Dynamic Members).
Number of Possible Dynamic Children
This option is available if Enable for
Dynamic Children is selected. Enter the
maximum number of dynamically-added
members that users can create. The default is
10.
Access Granted to Member Creator
This option is available if Enable for
Dynamic Children is selected. Determines
the access that member creators have to
dynamic members that they create with a
runtime prompt:
•
Inherit—The member creator will
inherit the closest parent's access to the
newly-created member.
•
None—The member creator will not be
assigned any access to the newly-created
member. (An administrator can later
assign the member creator access to the
members.)
•
Read—The member creator will be
assigned Read access to the newlycreated member.
•
Write—The member creator will be
assigned Write access to the newlycreated member.
Note:
If an administrator changes these settings,
they affect only future dynamic members;
they do not retroactively affect dynamic
members.
To add or edit members:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the dimension.
16-46 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
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3. Perform one action:
•
To add a child member, select the parent level of the dimension hierarchy to
which to add a member and click
•
To add a sibling, select the level of the dimension hierarchy to which to add a
sibling and click
•
.
.
To edit a member, select that member from the dimension hierarchy and click
.
Note:
To add an All Years parent member that includes all members of the Years
dimension, select the Years dimension and then click . The All Years parent
member enables users to view the accumulated data across multiple years, for
example, a project's total cost up to its end date. The All Years member does
not include the No Year member, if one is defined for the application.
4. On Member Properties, set or change member properties described in Table 1.
If you do not see the new member on the page, click Next.
5. Click Save to save information to the relational database and see changes in the
dimension hierarchy.
6. Refresh the database so edited members are visible to planners entering data.
7. After creating a dimension member, you typically complete these tasks:
•
Assign access. See Assigning Access to Members.
•
Specify attributes.
Deleting Members
Each data value is identified by a set of dimension member values and a cube.
Deleting dimension members or deselecting the cube results in data loss when
refreshing an application. Deleting entity members deletes all approval units
(including data) associated with them.
Before deleting members, understand where in the application they are used (in which
forms, approval units, exchange rates, and so on) by using Show Usage. See
Determining Where Members Are Used in an Application.
You must delete the entity member throughout the application before deleting it from
Dimensions. For example, if the entity member is used in a form, you must delete it
from the form before deleting it from Dimensions.
When deleting a large subtree of entities, you can improve performance if you first
exclude approval units for the subtree (by excluding the root member) for all scenarios
and versions. See Approvals Process.
To delete members:
Accessing More Administrative Tasks 16-47
Administering Dimensions
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the dimension whose member you want to delete.
3. From the dimension hierarchy, select the entity member to delete.
4. Click
.
Deleting a base member also deletes its shared members.
5. Click Yes.
6. Update and validate business rules and reports.
Deleting Parent Members
Data values are identified by a set of dimension member values and a cube. Deleting
dimension members or deselecting the cube results in data loss when refreshing the
application.
To delete a parent member and all its descendants from the dimension hierarchy:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the dimension whose member and descendants you want to delete.
3. Select the member whose branch to delete.
4. Click
.
5. Click Yes.
Viewing Member Properties from Forms
To view member properties from forms:
1. In the form, select a row or column member and right-click.
2. Select Show properties in outline.
The Dimensions page displays the member highlighted in the hierarchy.
3. Optional: Select Edit to view the member's properties, then click Cancel.
Working with Shared Members
Sharing members allow alternate rollup structures within an application. A base
member must exist before you can create a shared member. You can create multiple
shared members for the base member. A base member must display before its shared
members in position from top to bottom.
Shared members are available for Entity, Account, and user-defined custom
dimensions. Shared member values can be ignored to avoid double-counting values
when you roll up the outline.
Shared members share some property definitions with base members, such as member
name, alias name, base currency, and cubes for which members are valid. Shared
16-48 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
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members must have unique parent members and different rollup aggregation settings.
Custom attributes, custom attribute values, and member formulas are not allowed for
shared members. Renaming base members renames all shared members.
Shared members cannot be moved to another parent member. You must delete shared
members and recreate them under different parent members. The base member need
not be level zero. You can enter data in shared members, and values are stored with
base members.
Shared members are displayed similarly to base members in the dimension hierarchy
for member selection in Oracle Smart View for Office.
Creating Shared Members
You create shared members the same way as other members, with these differences:
•
The base member cannot be the parent of the shared member.
•
You cannot add a shared member as a sibling to the base member.
•
You must give the shared member the same name as its base member. It can have
a different description.
•
You must select Shared as the Data Storage for the shared member.
Working with Attributes
Use attributes to group members using the same criterion. You can assign attributes to
sparse dimensions only. You cannot assign attributes to label-only members. Attribute
dimensions do not have aggregation properties because parents are dynamically
calculated.
The Account dimension is usually defined as dense, so you cannot assign attributes to
it unless it is changed to sparse for all cubes. If you change a dimension from sparse to
dense, all attributes and attribute values for that dimension are automatically deleted.
Attributes can have data types of text, date, Boolean, and numeric, as described in
Understanding Attribute Data Types. Attribute names must conform to guidelines
listed in Naming Restrictions. When attributes are defined, you can use the Member
Selection dialog box to select attribute functions, such as Equal and GreaterOrEqual.
To create and change attributes, attribute values, and aliases:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select a sparse dimension for which to define an attribute, attribute value, or alias.
Note:
Only sparse dimensions can contain attributes.
3. Click
.
Accessing More Administrative Tasks 16-49
Administering Dimensions
Note:
If the dimension is not sparse, Custom Attributes is not available.
4. Select options.
•
To create attributes, click . Type an attribute name, and select a data type:
Text, Date, Boolean, or Numeric. See Understanding Attribute Data Types.
You cannot modify the data type after the attribute is created.
Cube options are available for Entity dimension attributes only. You cannot
change this setting after the attribute is created.
, and update the attribute name.
•
To modify attributes, click
•
To set aliases for attributes, select an attribute and an attribute value, click
Select an alias table, type an alias name, and click Save.
.
5. Click Close.
When you click Close, the hierarchy is validated and an error displays if issues are
detected. For example, date attribute values must be entered in the correct format,
and numeric and date attribute dimensions must have at least one attribute value
defined.
6. Update and validate business rules and reports.
•
Understanding Attribute Data Types
•
Deleting Attributes
Note:
Instead of explicitly filtering by an attribute (like Red, for instance), you can
create a user variable for the attribute dimension, and then use the user
variable as the filter. Then you can enable the user variable as a dynamic user
variable which would allow users to change the value of the filter at runtime.
This is a useful technique that allows for dynamic filtering. See Managing
User Variables.
Understanding Attribute Data Types
Attribute dimensions can have a data type of text, numeric, Boolean, or date that
enables different functions for grouping, selecting, or calculating data. The attribute
type applies only to level 0 members of the attribute dimension.
•
Text attributes enable basic attribute member selection and attribute comparisons
in calculations. When you perform such comparisons, characters are compared.
For example, a package type Bottle is less than a package type Can because B
precedes C in the alphabet.
•
Numeric attribute dimensions use numeric values for the names of level 0
members. You can include the names (values) of numeric attribute dimension
members in calculations. For example, you can use the number of ounces
specified in an Ounces attribute to calculate profit per ounce for each product.
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You can also associate numeric attributes with ranges of base dimension values,
for example, to analyze product sales by market population groupings.
•
Boolean attribute dimensions in a database contain only two members. When a
Boolean attribute dimension is added in Planning, two attribute values, True and
False, are created for this attribute dimension by default. A base dimension, such
as Account or Entity, can be associated with only one attribute dimension that has
the Boolean data type.
•
Date attributes can specify the date format as month-day-year or day-month-year,
and sequence information accordingly. You can use date attributes in calculations,
for example, comparing dates in a calculation that selects product sales since
12-22-1998. Users can set the date format by selecting an option in Attribute
Dimension Date Format in Application Settings.
Deleting Attributes
When you delete an attribute, all attribute values associated with the attribute are also
deleted. Attribute values are removed from members to which they had been
assigned, and the attribute is removed from dimensions to which it was assigned.
To delete attributes:
, and then under Create and Manage,
1. From the Home page, click Navigator
click Dimensions.
2. Select the sparse dimension for which to delete an attribute, and click
.
3. Select the attribute to delete.
4. Above the Attributes column, click
.
5. Click OK.
6. Update and validate business rules and reports.
Working with Attribute Values
Attribute values provide users with another way of selecting dimensions members
when using forms. Data values for attribute values are dynamically calculated but not
stored.
•
Creating Attribute Values
•
Assigning Attribute Values to Members
•
Editing and Deleting Attribute Values
Creating Attribute Values
You can define attribute values for sparse dimensions, which are typically the Entity
and user-defined custom dimensions. After you define an attribute value for a
dimension, you can assign it to members of that dimension.
To create attribute values:
Accessing More Administrative Tasks 16-51
Administering Dimensions
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the sparse dimension for which to create an attribute value.
3. Select the top level in the dimension hierarchy.
4. Click
.
5. On the Manage Attributes and Values page, select the attribute for which to
specify a value.
6. Above the Attribute Values column, click
click
or
. If the options are available, you can
.
7. Enter a name and choose a data type.
8. Click Save.
Assigning Attribute Values to Members
You can assign attribute values members of a dimension that are defined as sparse for
all cubes. Attribute values must be assigned to the same-level sparse dimension
members. Otherwise, errors display during refresh.
To assign attribute values to members:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. Select the sparse dimension for whose member you want to assign an attribute
value.
3. In the Dimension hierarchy, select a member to which to assign an attribute value.
4. Click
.
5. For members assigned attribute values, click
value.
to change a member’s attribute
6. Select attribute values to assign to the member.
7. Perform an action:
.
•
To assign the value to the selected member, click
•
To remove a value from the selected member, select the value to remove and
click
•
.
To remove all values from the selected member, click
8. Click Save.
16-52 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
.
Administering Dimensions
Editing and Deleting Attribute Values
Note:
When you delete an attribute value, it is removed from custom dimension
members to which it is assigned.
To edit or delete attribute values:
, and then under Create and Manage,
1. From the Home page, click Navigator
click Dimensions.
2. Select the sparse dimension containing the attribute value you want to modify or
delete.
3. Select the top level in the dimension hierarchy.
4. Click
.
5. For Attributes, select the attribute containing the value to modify or delete, and
then select the attribute value.
6. Above Attribute Values, click
or
.
7. If editing, enter a name. If deleting, confirm the deletion.
8. Click Save.
9. Update and validate business rules and reports.
Customizing Calendars
Use the Period dimension to work with the yearly calendar rollup structure. When
creating the application, the administrator specifies the base time periods that span the
application database. Use the Years dimension to add years to the calendar.
Subtopics:
•
Defining How Calendars Roll Up
•
Creating and Editing Summary Time Periods
•
Deleting Summary Time Periods
•
Working with the Years Dimension
•
Adding Years to the Calendar
•
Setting the Fiscal Year
•
Editing Year Information
•
Renaming Time Periods
•
Assigning Aliases to Summary Time Periods
Accessing More Administrative Tasks 16-53
Administering Dimensions
•
Editing the BegBalance Member
Defining How Calendars Roll Up
Table 16-15
Calendar Roll Up
Base Time Period
Roll Up
12 Months
Four quarters are created per year. Months
roll up into parent quarters and quarters roll
up into years.
Quarters
Quarters roll up into years.
Custom
No default rollup structures. A flat list of the
custom base time periods displays.
After the application calendar is created, you cannot change the base time period or
reduce the number of years in the calendar. Administrators can change the names,
descriptions, aliases, and ranges of the summary time periods in the hierarchy.
Creating and Editing Summary Time Periods
You can change such aspects as name, description, alias, starting period, and ending
period. However, you cannot change the order of base time periods or skip base time
periods. The range cannot extend beyond the current fiscal year.
You must work from the top of the hierarchy to the bottom when creating summary
time periods. (Otherwise, the application views the rollup structure as asymmetrical
and you cannot continue.) The summary time period displays in the hierarchy as a
parent of the selected item. To enforce a balanced hierarchy, all base members must be
the same number of levels from the root.
To create or edit summary time periods:
1. From the Home page, click Navigator
click Dimensions.
, and then under Create and Manage,
2. For Dimension, select Period.
3. Perform one action:
•
To add a time period, select the time period in the dimension hierarchy to
or
which you want to add a child or sibling, and then click
•
To edit a time period, select the time period and click
.
.
4. For Name, enter or change the name for the summary time period.
5. Optional: For Description, enter a description.
6. Optional: For Alias Table and Alias, select an alias table to use. Enter an alias
name.
The default table is used if you do not select one.
7. For Start Period, select the starting period.
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The range cannot extend beyond the current fiscal year. For summary time periods,
Start Period displays the first child, or all children except the first child of the
sibling above it.
8. For End Period, select the ending period.
For summary time periods, End Period displays the last child, or all children from
the Start Period through the next sibling’s children, except the last child.
9. Click Save.
Deleting Summary Time Periods
When you remove a summary time period from the hierarchy, its children are moved
into another summary time period:
•
If you delete the first summary time period, children are moved into the next
sibling of the summary time period.
•
If you delete the last summary time period, children are moved into the previous
sibling of the summary time period.
•
If you delete a summary time period from the middle of a hierarchy, children are
moved into the previous sibling of the summary time period.
To delete summary time periods:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. For Dimension, select Period.
3. In the dimension hierarchy, select the summary time period to delete.
You cannot delete base time periods.
4. Click
.
5. Click OK.
Working with the Years Dimension
Use the Years dimension to work with calendar years.
Table 16-16
Years Tasks
Task
See Topic
Add years to the calendar.
Adding Years to the Calendar.
Add or update the description and alias for a
year.
Editing Year Information.
Set the fiscal year and work with years.
Setting the Fiscal Year.
Accessing More Administrative Tasks 16-55
Administering Dimensions
Table 16-16
(Cont.) Years Tasks
Task
See Topic
Add an All Years parent member that
includes all members of the Years dimension
(except No Year, if that member exists).
Adding or Editing Members
Adding Years to the Calendar
You can add years to the calendar, but you cannot reduce the number of calendar
years without creating a database.
To add years to the calendar:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. For Dimension, select Years.
3. Click
.
4. In Add Years, enter the number of years to add to the calendar.
5. Click OK.
Note:
To add an All Years parent member that includes all members of the Years
dimension, click . The All Years parent member enables users to view the
accumulated data across multiple years, for example, a project's total cost up
to its end date. (This parent member does not include the No Year member, if
one exists.)
Setting the Fiscal Year
You can change the time period or current year.
To change the current year or time period:
1. Click the Navigator icon
Dimensions.
, and then under Create and Manage, click
2. For Dimension, select Years or Period.
3. Click
.
4. On Set Current Period and Year, from Current Year, select the current year.
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Note:
Current Period and Current Year set defaults for the Period and Year when
scenarios are created. For example, if Current Year is set to FY08 and Current
Period is set to Aug, when users create scenarios, these values display as
defaults in the Start Yr, Start Period, End Yr, End Period fields.
5. For Current Period, select the current period.
6. Click OK.
Editing Year Information
You can add or update the description and alias for a member of the Years dimension.
To edit a member of the Years dimension:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. For Dimension, select Years.
3. Select the year you want to edit, and then click
.
4. Update the information for that year, and then click Save.
Renaming Time Periods
You can rename root-level, base time periods, and user-defined summary time
periods.
To rename time periods:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. For Dimension, select Period.
3. Select the time period you want to rename, and then click
.
4. Rename the time period, and then click Save.
Assigning Aliases to Summary Time Periods
You can assign and change aliases to base time periods and summary time periods.
To assign or change the alias:
1. Click the Navigator icon
Dimensions.
, and then under Create and Manage, click
2. For Dimension, select Period.
3. Select the summary time period.
Accessing More Administrative Tasks 16-57
Administering Dimensions
4. Click
.
5. For Alias Table, select the alias table to use.
6. For Alias, enter an alias name.
7. Click Save.
Editing the BegBalance Member
You can edit the BegBalance member of the Period dimension. As the first time period
in the application, the BegBalance member is useful for entering beginning data when
you start a new application, fiscal year, or calendar year. You can rename and describe
BegBalance and give it an alias.
To edit the BegBalance member:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. For Dimension, select Period.
3. Select the first member, BegBalance.
4. Click
.
5. For Edit Period:
•
Enter a name.
•
Enter a description.
•
Select an alias table to use for the BegBalance member, and enter an alias.
6. Click Save.
Setting Up Currencies
You can plan, forecast, and analyze financial information in one or more currencies.
You can create, edit, and delete currencies. Administrators control:
•
Which currencies an application uses, including for reporting
•
How currencies display in reports and forms
•
How currencies convert to other currencies
•
For Standard multiple currency applications, whether a triangulation currency
converts currencies
•
When currency conversions occur
Enabling Multiple Currencies
In a Standard multiple currency application only, you can enable multiple currencies
per entity on forms. See Defining the Layout.
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When selecting business rules for forms, you can select the Calculate Currencies
business rule to convert values among the available currencies. See Selecting Business
Rules.
•
Working with Currencies in a Standard Multicurrency Application
•
About the Calculate Currencies Business Rule
•
Exchange Rate Types
•
Scaling
•
Number Formatting
•
Reporting Currencies for Standard Multicurrency Applications
•
Checking How Currencies are Used
•
Creating Currencies
•
Editing Currencies
•
Deleting Currencies
Base Currency
For a Standard multiple currency application, specify each entity member’s base
currency. The default base currency for entity members is the currency specified when
creating the application. For example, if U.S. Dollars is the default currency, you may
specify Yen as the base currency for the Japan entity and U.S. Dollars for the United
States entity. When using forms having values for the Japan entity, if the display
currency is set to U.S. Dollars, values are converted to U.S. Dollars using the rates in
the exchange rate table (assuming Yen is the local currency and U.S. Dollars is the
reporting currency).
Note:
If the Simplified multiple currency option was selected during application
creation, you do not need to specify a base currency for entity members. See
About Simplified Multicurrency.
Working with Currencies in a Standard Multicurrency Application
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
If multiple currencies are enabled, users can see values converted from the local
currency to a reporting currency and can override a cell’s base currency.
Accessing More Administrative Tasks 16-59
Administering Dimensions
Note:
•
When the local currency is selected on forms, the default stored and
displayed currency for cells is the entity’s base currency (which you
specify). Users can enter data values only into local currency members. If
the local currency member is selected, all currencies specified for the
application are available as input types.
•
You can set dimension properties for each currency in the Edit Currency
dialog box. In preferences, users can select different display options, and
can select Currency Setting to apply the properties set by the
administrator.
•
Currencies can be converted only to reporting currencies. Users cannot
enter data into cells displayed in reporting currencies. The application’s
main currency is by default a reporting currency. You can change which
currencies are reporting currencies.
•
Currencies defined for the application are valid currencies for data entry.
Valid currencies for data entry are displayed in a list that users access by
clicking the Currency link during data entry.
•
To get meaningful results, roll up values in one common reporting
currency. If members of a subtotal have mixed currencies, the currency
type is blank and the currency symbol does not display. For example,
adding 10 US dollars and 10 Japanese yen to a value of 20 makes no sense.
•
An application with 500 time periods can successfully run currency
conversion calculation scripts only if the time periods have default names,
TP 1 through 500. Otherwise, the conversion calculation script you try to
create exceeds the 64K limit.
•
User-defined currency conversion calculation scripts created when a
database is created or refreshed may be available in Oracle Smart View
for Office, depending on user access. When using user-defined currency
conversion calculation scripts, Oracle recommends changing the order so
the currency conversion calculation script is first, before Calculate Form.
•
Currency codes associated with input values are stored as numeric
values. These codes are calculated in dimension formulas, calculation
scripts, and business rules. The calculated values of these currency codes
may translate to currency codes that are incorrect or invalid. Where there
are children with mixed currencies, review calculated results on the upper
levels.
•
If a parent has multiple children, of whom only one child has an
overridden currency, the parent inherits the overridden currency code
(which is not displayed on forms).
•
In certain cases, parent entities display #MISSING when trying to convert
to a selected currency. Ensure that a currency rate is entered for each
combination of local currencies and selected currencies on forms or
reports. Currency combinations must exist for all mixed-currency children
entities and parent members.
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•
Input of multiple currencies to one entity is not supported in Smart View.
If worksheets include mixed currency types, users could inadvertently
enter values in the wrong currency.
About the Calculate Currencies Business Rule
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
The Calculate Currencies business rule is based on the dimensions and members on
the form. It converts data from the local currency to the reporting currency specified
on the form, applying the exchange rate conversions. It:
•
Does not calculate subtotals. To subtotal values, run the Calculate Form business
rule (or a customized business rule that includes aggregation) after converting
currencies.
•
Ignores #MISSING values.
•
Can be turned on or off by associating or disassociating it with forms during form
design.
•
Is set by default to not run when saving data.
Exchange Rate Types
Exchange Rate Types for Standard Multicurrency Applications
For Standard multiple currency applications, these are the exchange rate types that are
associated with currencies: Historical, Average, and Ending.
The exchange rate type for each account is specified in the Member Property dialog
box. For average and ending rate types, enter values for all time periods. For historical
rate types, enter one rate value that is used for all time periods, including the
Beginning Balance period. For the Beginning Balance period, enter one rate value used
for that time period for average and ending rate types.
A Standard multiple currency application supports currency conversion by
triangulation through a triangulation currency.
Exchange Rate Types for Simplified Multicurrency Applications
For Simplified multiple currency applications, these are the exchange rate types that
are associated with currencies: FX Rates-Average and FX Rates-Ending. See About
Simplified Multicurrency.
Scaling
You can specify scaling data values when displayed in certain currencies. For example,
you can set the scaling for Yen to Thousands, then enter 10,000 as a value for the Japan
entity on a form with the Local member selected for the Currency dimension. When
you select Yen as the currency member for the form, the scaling is applied and 10
displays as the value for Japan.
Accessing More Administrative Tasks 16-61
Administering Dimensions
Number Formatting
You can determine the initial display of numerical values for non-currency and
currency data types in forms:
•
•
•
•
Thousands separator:
–
None—1000
–
Comma—1,000
–
Dot—1.000
–
Space—1 000
Decimal separator:
–
Dot—1000.00
–
Comma—1000,00
Negative number sign:
–
Prefixed minus— -1000
–
Suffixed minus—1000-
–
Parentheses—(1000)
Negative number color:
–
Black
–
Red
Reporting Currencies for Standard Multicurrency Applications
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
A reporting currency is the currency in which your company prepares financial
statements. The application supports currency conversion from local currencies to one
or more reporting currencies. Converted reporting currency values are stored and
read-only for all users. An application’s default currency is the default reporting
currency. You can disable a currency as a reporting currency.
Checking How Currencies are Used
You can view how an application uses currency: whether a currency is the default, is
used for triangulation currency or by an entity (for Standard multicurrency
applications), or has a conversion or exchange relationship with other currencies.
To see how currencies are used:
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1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. From Dimension, select Currency.
3. Select the currency for which you want information.
4. Click
.
Creating Currencies
Select from a predefined list or create your own. You can specify:
•
The three-letter code
•
The symbol
•
A description of up to 256 characters
•
The scaling factor to use when values are displayed
•
For Standard multicurrency applications, the triangulation currency to use for
currency conversion
•
The alias table to use to display aliases
•
Number formatting, including thousands separator, decimal separator, negative
sign, and color
•
Whether it is a reporting currency
To create currencies:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. From Dimension, select Currency.
3. Click
.
4. From Create Currency:
•
To add a predefined currency, select Select standard Currencies, and then
select from a list standard currencies.
•
To create a currency, select Create new currency and specify properties:
–
For Code, enter an abbreviation or identifier of up to three characters.
–
Optional: For Description, enter a name, such as Japanese yen.
–
For Symbol, enter a symbol or select a symbol from the list.
–
Optional: For Scale, select how to enter and display the currency. For
example, 3 yen represents 3000 yen if scaling is set to thousands.
–
Optional: For Triangulation Currency (for Standard multicurrency
applications), select the currency to use as the common third currency for
conversion.
Accessing More Administrative Tasks 16-63
Administering Dimensions
–
Optional: For Alias Table, select the alias table to use.
–
Optional: For Alias, enter a name for the currency alias.
5. Optional: Select Reporting Currency (see Working with Currencies in a Standard
Multicurrency Application).
6. Optional: For Thousands Separator, select how to display the thousands separator
(it must differ from the decimal separator).
7. Optional: For Decimal Separator, select how to display numbers with decimal
values (it must differ from the thousands separator).
8. Optional: For Negative Sign, select how to display negative numbers:
•
Prefixed minus— -1000
•
Suffixed minus—1000-
•
Parentheses—(1000)
9. Optional: For Negative Color, select the display color.
10. Optional: Select the type of Data Storage.
11. Optional: Select Two Pass Calculation.
12. Optional: Select the Data Type.
13. Optional: Select a Smart List.
14. Click Save.
Editing Currencies
To edit currencies:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. From Dimension, select Currency.
3. Select the currency to edit.
4. Click
.
5. Click the Currency tab.
6. Modify properties:
•
To select from the predefined symbols, select one from the Select from
Predefined Symbols drop-down list.
•
To change the currency’s symbol, for Symbol, enter or select the symbol.
•
For Scale, set how to enter and display the currency.
•
For set currency precision (the number of digits to the right of the decimal
place), select a number from 1 to 10 from the Precision drop-down list.
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None is the default.
Note:
Administrators can override this setting for forms. See Setting Form Precision
and Other Options.
•
To specify the currency as a reporting currency, select Reporting Currency.
See Working with Currencies in a Standard Multicurrency Application.
•
For Thousands Separator, select how to display the thousands separator (it
must differ from the decimal separator).
•
For Decimal Separator, select how to display numbers with decimal values (it
must differ from the thousands separator).
•
For Negative Sign, select how to display negative numbers:
•
–
Prefixed Minus— -1000
–
Suffixed Minus—1000-
–
Parentheses—(1000)
–
Use Default Setting—Apply the display setting for the currency (see
Creating Currencies).
For Negative Color, select the display color.
7. Click Save.
Deleting Currencies
You cannot delete the default currency.
To delete currencies:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. From Dimension, select Currency.
3. Select the currency to delete.
to determine if the currency is the
default currency. If a Standard multicurrency application is used, determine if the
currency is a triangulation currency, or if the currency is associated with an entity.
You cannot delete a currency that meets these criteria.
4. For multiple currency applications, click
Note:
For Standard multiple currency applications, if you delete a currency defined
in the exchange rate table, it is deleted from the table.
5. Click Close.
Accessing More Administrative Tasks 16-65
Administering Dimensions
6. Click
, and then click OK.
7. Update and validate business rules and reports.
Specifying Exchange Rates
Note:
This topic assumes the multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
Use exchange rates to convert values from one currency to another. You can:
•
Enable budget preparers in various countries to create plans in other currencies
•
Show summary report data in a currency
•
Summarize values from multiple currencies into one currency
For example, you might specify yen as the base currency for the Japan entity and US
dollars for the United States entity. When you display a form having values for the
Japan entity and the form’s display currency is set to US dollars, the exchange rates for
the yen is used to convert the values for Japan to US dollars. If the display currency is
set to yen, the exchange rates for US dollars converts values for the United States
entity to yen.
To specify exchange rates, you must set up multiple currencies when creating an
application.
•
About Exchange Rate Tables for Standard Multicurrency Applications
•
Hsp_Rates Dimension for Standard Multicurrency Applications
•
Triangulation
•
Calculation Method
About Exchange Rate Tables for Standard Multicurrency Applications
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
Each application has a default currency specified when the application is created.
When you specify exchange rate tables, only the default currency and triangulation
currencies are available as destination currencies. You can enter exchange rates from
source currencies to default or triangulation currencies.
You can create multiple exchange rate tables. Each table is typically associated with
multiple scenarios, but each scenario can be associated with only one exchange rate
table. When creating scenarios, select the exchange rate table for converting currencies.
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Enter conversion values between the default currency and currencies defined in the
Exchange Rates page. Exchange rate tables span all application time periods, so you
can apply exchange rates to all scenarios. When creating or modifying exchange rate
tables, you must refresh the application to store them in the cubes. See Refreshing
Application Databases.
Hsp_Rates Dimension for Standard Multicurrency Applications
Note:
This topic assumes the Standard multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
A Standard multiple currency application includes the Hsp_Rates dimension for
storing exchange rates. It includes these members and others that store currency rates:
•
Hsp_InputValue—Stores data values
•
Hsp_InputCurrency—Stores currency types for data values
When generating reports or loading data, refer to the Hsp_InputValue member. When
loading data, you must load data against the local currency. You need not refer to the
Hsp_InputCurrency member.
By default, the Hsp_Rates dimension is set to Sparse. You can change this (see Setting
Dimension Density and Order).
Triangulation
Note:
This topic assumes the multiple currency option was selected during
application creation. If the Simplified multiple currency option was selected,
see About Simplified Multicurrency.
A multiple currency application supports currency conversion by triangulation
through an interim currency called the triangulation currency. If you modify a
currency’s triangulation currency, you must re-enter exchange rates for the
triangulation currency property and refresh the application to transfer and store the
exchange rates. You cannot select the application’s default currency as a triangulation
currency.
Calculation Method
When you input exchange rates for converting between currencies, you can select
Multiply or Divide as the calculation method. For example, if you select 1.5 as the rate
for converting British Pounds to US dollars, and select multiply as the calculation
method, 1 British Pound is converted to 1.5 US dollars.
Setting Up Scenarios and Specifying Versions
Related Topics:
Setting Up Scenarios
Accessing More Administrative Tasks 16-67
Administering Dimensions
Specifying Versions
Sorting Version and Scenario Members
Moving Scenario and Version Members in the Dimension Hierarchy
Setting Up Scenarios
Each scenario/version combination contains data for accounts and other dimensions
of each entity. After users enter data for an entity for a scenario and version, they can
submit or promote the data for the entity to other users for review and approval.
•
About Scenarios
•
Creating, Editing, and Deleting Scenarios
•
Copying Scenarios
About Scenarios
Use scenarios to:
•
Apply different planning methods
•
Create forecasts
•
Enter data into scenarios
•
Associate scenarios with different time periods or exchange rates
•
Assign user access rights by scenario
•
Report on scenarios
•
Compare and analyze scenarios
Time Periods
Assign each scenario a range of years and time periods, and specify the Beginning
Balance time period. When users access forms, they can enter into that scenario only
years and periods within the range. Years and periods outside of the range display as
read-only. You can modify the time range.
Exchange Rate Table
If a Standard multicurrency application converts currencies, assign an exchange rate
table to the scenario. By assigning different exchange rate tables to scenarios, you can
model the effects of currency rate assumptions.
Access Permissions
Specify access permissions to Scenario dimension members for groups or users to
determine who can view or modify data. A user or group can have only one of these
access permissions: Read, Write, or None. Access permissions for a user can be
combined based on groups to which the user belongs.
Creating, Editing, and Deleting Scenarios
To create, edit, or delete scenarios:
1. Click the Navigator icon
Dimensions.
, and then under Create and Manage, click
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2. For Dimension, select Scenario.
3. Choose an action:
•
To create a scenario, click
•
To edit a scenario, select the scenario to edit, then click
step 4.
•
To delete a scenario, select the scenario to delete, then click
confirm the deletion.
, and then go to step 4.
, and then go to
, and then
Note:
When you delete scenarios, all approval units that use the scenario (including
data) are deleted. You cannot delete scenarios used in approval units that are
started, or assigned to an axis on a form. You must first remove references to
scenarios from forms and assign different scenarios.
4. For Name, enter a name.
5. Optional: For Description, enter a description.
6. Optional: For Alias Table and Alias, select an alias table to associate with the
scenario, and enter an alias name.
7. For Start Yr., Start Period, End Yr., and End Period, select the time period to
associate with the scenario.
8. Optional: Select Include BegBal as Time Period to include the BegBalance time
period in this scenario for currency conversion.
9. Optional: Select Enabled for Process Management to include this scenario in
approvals.
10. Optional: For Exchange Rate Table, select an exchange rate table to associate with
the scenario.
If an application uses multiple currencies, associate a scenario with an exchange
rate table to enable currency conversions.
11. Click Save.
Copying Scenarios
Only scenario properties are copied. Data values and access rights associated with the
original scenario are not copied to the new scenario.
To copy scenarios:
1. Click the Navigator icon
Dimensions.
, and then under Create and Manage, click
2. For Dimension, select Scenario.
3. Select the scenario to copy.
Accessing More Administrative Tasks 16-69
Administering Dimensions
4. Click
.
5. For Copy to Scenario, enter a name.
6. Optional: For Description, enter a description.
7. For Start Yr., Start Period, End Yr., and End Period, select the time period to
associate with the scenario.
8. Optional: For Exchange Rate Table, select an exchange rate table to associate with
the scenario.
If an application uses multiple currencies, associate a scenario with an exchange
rate table to enable currency conversion.
9. Optional: For Alias Table, select an alias table to associate with the scenario, and
enter a description.
10. Optional: Select Include BegBal as Time Period to include the BegBalance time
period in this scenario for currency conversion.
11. Optional: Select Enabled for Process Management to include this scenario in
approvals.
12. Click Save.
Specifying Versions
Use versions to group data used by an application.
•
About Versions
•
Target and Bottom Up Versions
•
Creating, Editing, and Deleting Versions
•
Viewing Version Types
About Versions
Use the Scenario and Version dimensions to create plans to be reviewed and
approved. Each scenario/version combination contains data for accounts and other
dimensions of each entity. After users enter data for an entity for a scenario and
version, they can submit or promote the data for the entity to other users for review
and approval. Use versions to:
•
Allow multiple iterations of a plan
•
Model possible outcomes based on different assumptions
•
Manage dissemination of plan data
•
Facilitate target settings
Target and Bottom Up Versions
You can create target and bottom up versions. With bottom up versions, you enter
data into bottom level members; parent level members are display-only and do not
permit data entry. Parent member values are aggregated from bottom level members.
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For target versions, you can enter data for members at any level in the hierarchy. You
can use business rules to distribute values from parent members to their descendants.
Use target versions to set high-level targets for your plan. Planners working with
bottom up versions can reference these targets when they enter plan data.
Target versions use top-down budgeting. Manage Approvals Tasks are not allowed,
and children of target members must be blank (for example, #MISSING) to enable data
input at the top level. Target members must be set to Store (Dynamic Calc overrides
data input with sum of children).
Creating, Editing, and Deleting Versions
To create, edit, or delete versions:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. For Dimension, select Version.
3. Choose an action:
, and then go to step 4.
•
To create a version, click
•
To edit a version, select the version to edit, then click
4.
, and then go to step
Note:
You can change the version name and access rights.
•
To delete a version, select the version to delete, then click
confirm the deletion.
, and then
Note:
You cannot delete versions that are used in approval units that are started or
are assigned to axes on forms. You must remove references to versions from
forms and assign another version to axes. At least one version must remain in
the application.
4. For Name, enter the name of the version you are adding to the application.
5. Optional: For Description, enter a description.
6. Optional: For Alias Table, select an alias table to associate with the version, and
enter a name in Alias.
7. For Type, select the type of version to display for the application:
•
Standard Target—Values are entered from the parent level down
•
Standard Bottom Up—Values are entered at the lowest member level and
aggregated upward
Accessing More Administrative Tasks 16-71
Administering Dimensions
8. Optional: Select Enabled for Process Management to include this version in
approvals.
This option is not available for target versions.
9. Click Save.
10. Update and validate business rules and reports.
Viewing Version Types
To view version types:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. For Dimension, select Version.
3. The Type column displays these version types:
•
Standard Target—Values are entered from the parent level down.
•
Standard Bottom Up—Values are entered at the lowest member level and
aggregated up.
Sorting Version and Scenario Members
You can sort descendants and children of version and scenario members in ascending
or descending order. Sorting members affects the outline itself.
To sort version and scenario members:
1. On Dimensions, select the Scenario or Version dimension.
2. For Sort:
•
Descendants—Sorting affects all descendants of the selected member.
•
Children—Sorting affects only members in the level immediately below the
selected member.
3. Select a sort order:
•
To sort by ascending order, click
•
To sort by descending order, click
.
.
4. Click OK.
The next time you create or refresh the database, the outline is generated with
members placed in the same order as on the Dimensions tab.
Moving Scenario and Version Members in the Dimension Hierarchy
You can change the order of scenario and version members in the dimension
hierarchy.
To move a member's position in the dimension hierarchy:
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1. On Dimensions, select the scenario or version to move.
2. Perform one action:
•
To move the member up, click
•
To move the member down, click
.
.
3. Click OK.
The next time you create or refresh the database, the outline is generated with
members placed in the same order as displayed on the Dimensions tab.
Setting up Dynamic Time Series Members
You can use Dynamic Time Series members to create reports that show period-to-date
data, such as quarter-to-date expenses. Dynamic Time Series members are created
automatically during application creation, and can be used with members of the
Period dimension. To set up Dynamic Time Series, you enable a predefined Dynamic
Time Series member and associate it with a generation number (and, optionally, an
alias table and alias name). For example, to calculate quarter-to-date values, you can
enable the Q-T-D (quarter-to-date) member and associate it with generation number 2.
You can then use the Q-T-D Dynamic Time Series member to calculate monthly values
up to the current month in the quarter.
Note:
Dynamic Time Series is not supported for the Period dimension in an
aggregate storage application.
The Dynamic Time Series members provide up to eight levels of period-to-date
reporting. Your data and database outline determine which members you can use. For
example, if the database contains hourly, daily, weekly, monthly, quarterly, and yearly
data, you can report D-T-D (day-to date), W-T-D (week-to-date), M-T-D (month-todate), Q-T-D, and Y-T-D information. If the database contains monthly data for the
past 5 years, you can report Y-T-D and H-T-D (history-to-date) information, up to a
specific year. If the database tracks data for seasonal time periods, you can report P-TD or S-T-D (season-to-date) information.
Oracle recommends that you avoid assigning time balance properties (such as First
and Average) to members set for dynamic calculations if you plan to use the members
in Dynamic Time Series calculations. Doing so may retrieve incorrect values for parent
members in your accounts dimension.
To set up Dynamic Time Series members:
1. Click the Navigator icon
Dimensions.
, and then under Create and Manage, click
2. Select the Period dimension, and then click
.
3. Select Enabled for the DTS series to use:
•
Y-T-D: Year-to-date
Accessing More Administrative Tasks 16-73
Administering Dimensions
•
H-T-D: History-to-date
•
S-T-D: Season-to-date
•
Q-T-D: Quarter-to-date
•
P-T-D: Period-to-date
•
M-T-D: Month-to-date
•
W-T-D: Week-to-date
•
D-T-D: Day-to-date
4. Select a generation.
The number of generations displayed depends on the number of generations in the
time dimension. You cannot associate Dynamic Time Series members with the
highest generation (the dimension root).
5. Optional: Add an alias name. In the Edit Alias Name column, click
alias name, and then click OK.
, enter an
6. Click Save.
Additional Supported Application Features
Additional features are supported for application dimensions. You can add children
and siblings to Scenario, Version, and Period dimensions, and you can use the cut,
paste, expand, and collapse features to work with their dimension hierarchies (see
Working with Dimension Hierarchies). You can also use shared members for these
dimensions, and can set two pass calculations at the root level for all dimensions. For
example, you can:
Table 16-17
Features
Feature
More Information
In Scenario and Version dimensions, create
hierarchies and use shared members. If you
assign children to bottom-up versions, these
versions display as read-only parents on
forms.
See Setting Up Scenarios and Specifying
Versions.
In the Period dimension, create alternate
hierarchies and use shared descendants. Data
Storage for all time periods can be set to any
valid Data Storage value. The Consolidation
operator for all time periods, including
BegBalance, can be set to any valid
consolidation operator. For example, it can be
set to + instead of ~ (ignore).
See Working with the Years Dimension,
Editing the BegBalance Member, and Editing
Exchange Rate Tables for Standard
Multicurrency Applications.
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Table 16-17
(Cont.) Features
Feature
More Information
Turn on two pass calculation at the root level,
for example, for Account.
See Adding or Editing Members.
Caution:
Two pass calculation is ignored on any nonAccount member not set to Dynamic Calc.
When using this setting, consider the impact
on currency conversion scripts.
For attributes, create hierarchies and assign
aliases.
See Working with Attributes.
Note:
For multicurrency applications, the pre-built currency conversion calculation
script does not function properly if you change data storage to dynamic for
any Scenario, Version, Period, or Years member, or for certain dimension roots
(such as Entity, Version, Currency, and custom dimensions). When changing
data storage, consider the impact on currency conversion scripts.
Considerations for Alternate Hierarchies in Period Dimensions
If you create an alternate hierarchy in the Period dimension, the alternate hierarchy
must follow the YearTotal member in the outline.
Working with UDAs
You can use user-defined attributes (UDAs), descriptive words or phrases, within calc
scripts, member formulas, and reports. UDAs return lists of members associated with
the UDA. For example:
•
You can use the HSP_UDF UDA to prevent a formula from being overwritten
when the application is refreshed. You must log on to each database associated
with the Planning application and create the member formula with a UDA. The
syntax for this UDA is: (UDAs: HSP_UDF).
•
If you use the @XREF function to look up a data value in another database to
calculate a value from the current database, you can add the HSP_NOLINK UDA
to members to prevent the @XREF function from being created on all cubes that
are not the source cube selected for that member.
•
For a Product dimension with several product members, you can create a UDA
called New Products and assign this UDA to the new products in the Product
dimension hierarchy. Then you can base certain calculations on the designation
New Products.
•
For the budget review process, rather than creating a data validation rule for each
owner in a product line (some product lines can have hundreds of owners), you
Accessing More Administrative Tasks 16-75
Administering Dimensions
can create a UDA containing the user names that apply to members using the
approval unit hierarchy. Then in the data validation rule, you can enter a lookup
function which will return the user names stored in the UDA for the current
member. For example, create a UDA for each user in the promotional path and
assign a prefix to the UDA name (for example, ProdMgr:Kim).
UDAs are specific to dimensions. For example, creating a UDA for an Account
member makes it available for non-shared Account members. Deleting it removes it
for all Account members. To make UDAs available for multiple dimensions, create the
same UDA for multiple dimensions. For example, create a UDA named New for
Account and Entity dimensions to make the UDA named New available for Account
and Entity members.
To work with UDAs:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. Select the dimension for whose members to associate the UDA.
3. From the dimension hierarchy, select a member and click
.
4. Select UDA.
5. Select a task:
•
To create a UDA, click
, enter a name, and then click Save.
Note:
If creating a UDA for approvals, assign a prefix to the beginning of the name
(for example, ProdMgr:Name). A prefix indicates that the UDA contains a user
name and enables the data validation rule to look up the user. Use the same
prefix for all approvals UDAs.
•
To modify a UDA, click
, change the name, and then click Save.
•
To delete a UDA, select the UDA, click
, and then confirm deletion.
Note:
Deleting the UDA removes it for the whole dimension. If you delete UDAs,
you must update all member formulas, calc scripts, and reports that reference
them.
•
To clear UDA selections, click
.
6. To add or remove UDAs for the member, use the arrows to move UDAs to and
from the Selected UDA panel.
7. Click Save.
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Working with Member Formulas
You can define member formulas to combine operators, calculation functions,
dimension and member names, and numeric constants to perform calculations on
members. Member formulas can also include:
•
Operator type, function, value, member name, UDA, and so on allowed in
formulas.
•
Predefined formula expressions, including Smart List values, that expand into a
formula or value upon database refresh.
To define member formulas:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. Select the dimension for whose member to add or change a formula.
3. Select the member and click Edit.
4. Select the Member Formula tab.
5. Select options for the following fields:
•
Cube
Note:
A formula entered for the default cube will be applied to all cubes unless it is
overridden by a different formula entered for a specific cube.
•
Data Storage—Select a data storage option. The default is Store.
Note:
The cube specific data storage field will not display the Shared or Label Only
options. This is because a member cannot be set to Shared or Label Only in
one cube and not another.
•
Solve Order—For aggregate storage cubes only, solve order specifies the order
in which formulas are evaluated. Enter a whole number between 0 and 100000
(or use arrows to increase or decrease the number). The formulas for members
that have a specified solve order are calculated in order from the lowest solve
order to the highest. The default is 0.
6. In the text box, define formulas for the member.
7. Optional: To check the validity of the member formula, click Validate.
8. Click Save.
Before you click Save, clicking Reset restores the previous member formula
information.
Accessing More Administrative Tasks 16-77
Administering Dimensions
Viewing Details of Formula Validation
To view details of the member formula validation:
1. On Member Formula, click Validate.
2. Click Save.
Working with Formula Expressions
In the text box on the Member Formula tab, you can include predefined formula
expressions in member formulas, and test them with the Validate button. You can also
load them.
You can update the dimension outline without updating the business rules and calc
scripts that depend on the outline. Calculations become more independent of specifics
in the outline. You can use Smart Lists as objects in calculations. Performance is not
decreased when you use formula expressions because they are run only when you
refresh the database.
To use a formula expression in a member formula:
1. Click the Navigator icon
, and then under Create and Manage, click
Dimensions.
2. Select the dimension with which you want to work.
3. Select the member and click Edit.
4. Select Member Formula.
5. Select options for the following fields:
•
Cube
Note:
A formula entered for the default cube will be applied to all cubes unless it is
overridden by a different formula entered for a specific cube.
•
Data Storage—Select a data storage option. The default is Store.
Note:
The cube specific data storage field will not display the Shared or Label Only
options. This is because a member cannot be set to Shared or Label Only in
one cube and not another.
•
Solve Order—For aggregate storage cubes only, solve order specifies the order
in which formulas are evaluated. Enter a whole number between 0 and 100000
(or use arrows to increase or decrease the number). The formulas for members
that have a specified solve order are calculated in order from the lowest solve
order to the highest. The default is 0.
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6. In the text box, define formulas for the member.
You can include Oracle Hyperion Planning formula expressions and Essbase native
formulas in the member formula.
The application provides predefined formula expressions that you can use in
member formulas. You cannot edit or create your own formula expressions.
7. Optional: To check the validity of the member formula, click Validate.
8. Optional: If there are errors in the member formula, click Show Details to view a
description.
9. Optional: Click Reset to restore the previous member formula if you do not want
to save the changes you made to the member formula.
10. Click Save.
Syntax
Member formula expressions support functions and variables. Follow these syntax
rules for functions and variables when you create formula expressions:
•
Enclose variables or properties with square brackets, [ ]. If you omit square
brackets, the variable is treated as a native variable.
•
Enclose member names with quotation marks.
•
Characters in variables are case-insensitive, but cannot have extra spaces or
characters such underscore ( _ ).
•
You can include subcalls to other functions within an expression.
•
Do not enter text where a number is required.
•
The order of the outline is important in a member formula. For example, do not
reference a value that has not been calculated yet.
Including Smart List Values as Variables
You can include a Smart List as a variable in a formula expression, such as the formula
expression, "Status"= [Status.Departed].
"Status" is the member name, Status is the Smart List name, and Departed is a Smart
List entry. If the Smart List ID for Departed is 2, Status.Departed is replaced with a 2 in
the member formula (the application treats Smart Lists as numbers). If the Smart List
ID for Departed is 2, 2 is put in the calculation and 2 is stored in the database.
Write Smart Lists in this format: [SmartListName.SmartListEntry]
Formula Expressions
Formula expressions can include these predefined variables and functions.
Accessing More Administrative Tasks 16-79
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Table 16-18
Variables in Formula Expressions
Variable
Description
OpenInputValueBlock
Generates an IF statement if the application is
a multicurrency application, or an empty
string if it is one currency application. Used
with ClosedInputValueBlock.
CloseInputValueBlock
Generates an End IF statement if the
application is a multicurrency application, or
an empty string if it is one currency
application. Used with
OpenInputValueBlock.
NumberOfPeriodsInYear
Returns the number of time periods in the
year
NumberOfYears
Returns the number of years in the
application
Table 16-19
Functions in Formula Expressions
Function
Description
Dimension(dimTag)
Returns the name of a predefined dimension.
The dimtags are:
•
•
•
•
•
•
•
Period(periodName)
DIM_NAME_PERIOD
DIM_NAME_YEAR
DIM_NAME_ACCOUNT
DIM_NAME_ENTITY
DIM_NAME_SCENARIO
DIM_NAME_VERSION
DIM_NAME_CURRENCY
Returns the specified period. The
periodName options are:
•
•
•
•
•
•
FIRST_QTR_PERIOD
SECOND_QTR_PERIOD
THIRD_QTR_PERIOD
FOURTH_QTR_PERIOD
FIRST_PERIOD
LAST_PERIOD
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Table 16-19
(Cont.) Functions in Formula Expressions
Function
Description
CrossRef(accountName)
Generates a cross-reference by adding the
default prefix of "No" to each dimension
name (except Currency, Period and Year),
followed by the specified account.
For example, in an application with the
following dimensions: Account, Period,
HSP_View, Year, Scenario, Version, Entity,
and Product
CrossRef("5800") returns:
"BegBalance"->"No HSP_View"->"No
Scenario"->"No Version"->"No Entity"->"No
Product"->"5800";
CrossRef(accountName, prefix)
Generates a cross-reference by adding the
specified prefix to each dimension name
(except Currency, Period and Year), followed
by the specified account. The prefix should be
in double quotes.
For example, in an application with the
following dimensions: Account, Period,
HSP_View, Year, Scenario, Version, Entity,
and Product
CrossRef("5800", "NoX") returns:
"BegBalance"->"NoX HSP_View"->"NoX
Scenario"->"NoX Version"->"NoX Entity">"NoX Product"->"5800";
CrossRef(accountName, prefix, true)
Generates a cross-reference by adding the
specified prefix to each dimension name,
including Year (except Currency and Period),
followed by the specified account.
For example, CrossRef("5800", "NoX", true)
returns:
"BegBalance"->"NoX HSP_View"->"NoX
Year"->"NoX Scenario"->"NoX Version">"NoX Entity"->"NoX Product"->"5800";
getCalendarTPIndex()
Generates a member formula that returns an
index for the time period; the index is based
on the calendar year.
getFiscalTPIndex()
Generates a member formula that returns an
index for the time period; the index is based
on the fiscal year.
CYTD(memberName)
Generates a calendar year-to-date formula for
the member
Accessing More Administrative Tasks 16-81
Administering Forms
Table 16-19
(Cont.) Functions in Formula Expressions
Function
Description
CYTD(memberName, calTpIndexName,
fiscalTpIndexName)
Generates a calendar year-to-date formula for
the member, and the time period index based
on the calendar year and fiscal year. Use
when members are renamed. The default
member names are "Cal TP-Index" and "Fiscal
TP-Index."
Understanding Common Errors
Follow the rules of syntax carefully. If formula expression syntax contains errors, error
messages are returned after you validate the member formula. To get information
about error messages, review the formula details on the Member Formula tab. The
most common error message is "Failed to execute." This occurs when you use
parameters in the expression incorrectly. These actions cause "Failed to execute" error
messages:
•
Entering the wrong number of parameters in the formula expression
•
Misspelling member names, functions, or variable names
•
Not surrounding member names with quotation marks
•
Including numbers where text is required
Administering Forms
Related Topics:
About Forms
Understanding Implied Sharing in Forms
Creating Simple Forms
Creating Composite Forms
Designing Specific Types of Forms
Working with Forms and Form Components
Managing Forms and Folders
About Forms
Forms are grids for entering data. You can create simple forms or composite forms to
meet your needs. Because composite forms consist of simple forms, you must create
simple forms before creating composite forms.
Form Components
Point of View
Select point of view (POV) dimensions such as year, scenario, and version to define
the context for pages, rows, and columns. For example, if Scenario is Budget, all data
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displayed and entered in pages, rows, and columns is written to the Budget scenario
dimension member. Each POV dimension is set to one member, which planners
cannot change.
To simplify a form’s POV, or better tailor it to the needs and roles of planners, you
specify only relevant members or define user variables. See Defining Simple Form
Page and Point of View and Managing User Variables.
Page Axis
Use the page axis to specify member combinations that may span dimensions so that
users can work with data in smaller, logical views. Each page axis item can have
members selected from different dimensions. Users see only members they can access.
You can specify multiple page drop-down lists, and select members using relationship
functions or attributes. Switch between member sets by selecting them from the page
axis.
You display member names or aliases on the page axis. You can specify the number of
members in a page dimension that enables a search drop-down list on the data entry
page, useful if dimensions contain many members. See Defining Simple Form Page
and Point of View.
Rows and Columns
Rows and columns define the grid into which planners enter data. For example, you
can assign Unit Sales to the row axis and January to the column axis. When planners
access forms, they can enter data into the cell where the Unit Sales row intersects with
the January column.
By default, forms have one set of rows and columns. You can add rows and columns
to create asymmetrical combinations of members. See Creating Asymmetric Rows and
Columns.
Attribute Dimensions
In addition to using attribute dimensions as filters, you can define attributes as unique
dimensions within the application so that they can be placed on an axis other than
their associated base dimension. This enables you to perform cross-dimensional
rollups across attribute members.
Attribute dimensions are optional on form grids and are listed separately on the
Layout tab of the Form Designer. To use an attribute dimension in a form, drag the
attribute dimension to the point of view, page, row, or column.
Caution:
Do not drag the attribute on any axis when using it as a filter as you will cause
a cross-dimensional reference which will have a performance impact. When
using an attribute dimension as a filter, there is a form option that shows the
associated attribute (just like there is an option to show alias). See Defining the
Layout.
Accessing More Administrative Tasks 16-83
Administering Forms
Form Design Considerations
Forms and Cubes
When you create a form, you associate it with a cube, which determines the form's
valid members. For example, if you assign a form to the Revenue cube, you can add
only accounts that are valid for the Revenue cube. Entered data is saved to the selected
cube's database.
Note:
•
You cannot change a form’s cube after assigning it.
•
You can edit form accounts only if their source cube matches the form's
cube.
•
If you add an account to a form associated with a cube other than the
account’s source cube, the account is read-only on that form.
Forms and Permissions
Assign permissions to a form to determine which planners can modify its design (for
example, layout and instructions) and input data. Users can edit forms only if they
have permission to one secured dimension’s member. For example, if planners have
read-only permission to the Europe entity, the rows and columns that include the
Europe entity are read-only. Planners can change data only for members to which they
have write permission.
Forms and Currencies
For a single-currency application, all entities use the currency selected when the
application was created. For a Standard multicurrency application, the selected
Currency member on forms determines the currency in which values display. If the
Currency member is Local, no currency conversion occurs, and planners can enter
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data in their native currency. If a currency member other than Local is selected, values
are converted to the currency selected for that row or column, and the form is readonly. You can enter data in rows or columns that have Currency or Local as the
selected member. See Designing Forms for Multiple Currencies.
Forms and Versions
For bottom-up versions, rows and columns with level 0 members allow data entry.
Rows or columns set to a parent member are read-only. The point of view must also be
set to the level 0 member to allow data entry on a bottom-up version. Target versions
allow data entry in parent and children members.
Filtering Form Members by Attributes
You can select members by using attributes. For example, on the Entity dimension you
can select members by a specific Region such as South. The resulting grid will only
contain members that have the South attribute (for example, TX, NM, and so on).
Values can be entered and saved into rows and columns filtered by attributes.
Forms and Shared Members
Because you cannot select shared members individually, select them using a
relationship function. For example, select an alternate functional rollup to include all
members under that rollup. Planners can enter values in rows or columns that display
shared members, and data is saved to the base members in the database.
Forms and Calculations
To optimize calculations, select row members using relationships (such as
Descendants or Children) instead of selecting individual children. For example,
calculating individual parent-level totals could take several passe, so use a relationship
instead.
Understanding Implied Sharing in Forms
Some members are shared even if you do not explicitly set them as shared. These
members are implied shared members.
When an implied share relationship is created, each implied member assumes the
other member’s value. The application assumes shared member relationships in these
situations:
•
A parent has only one child
•
A parent has only one child that consolidates to the parent
•
The data type of the parent is Label Only. The parent inherits the value of the first
child, regardless of the child’s aggregation settings.
In a form that contains members with an implied sharing relationship, when a value is
added for the parent, the child assumes the same value after the form is saved.
Likewise, if a value is added for the child, the parent usually assumes the same value
after a form is saved.
For example, when a calculation script or load rule populates an implied share
member, the other implied share member assumes the value of the member populated
by the calculation script or load rule. The last value calculated or imported takes
precedence. The result is the same whether you refer to the parent or the child as a
variable in a calculation script.
Accessing More Administrative Tasks 16-85
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Creating Simple Forms
Table 16-20
Simple Form Creation Checklist
Task
Want to Know More?
Define the layout, including:
•
Adding rows and columns
•
Assigning dimensions to columns and
rows
•
Assigning attribute dimensions to the
point of view, page, columns, and rows
•
Selecting dimension members for
planners to work with
•
Setting grid properties
•
Setting dimension properties
•
Adding formula rows and columns
•
Setting display properties
•
Setting printing options
•
Adding and updating validation rules
See Defining the Layout.
Define page axis and point of view
See Defining Simple Form Page and Point of
View.
Select members
See Using the Member Selector.
Set form precision, context menus
associations, and whether to enable dynamic
user variables
See Setting Form Precision and Other
Options.
Select business rules and set properties
See About Business Rules.
Define access permissions
See Setting Up Access Permissions.
Design formula rows and columns
See Designing Forms with Formula Rows and
Columns.
Design data validation rules
See Designing Forms with Data Validation.
To create simple forms:
1. Click the Navigator icon
2. Click
, then under Create and Manage, click Forms.
.
3. On the Properties tab, enter a name of up to 80 characters, and an optional
description of up to 255 characters.
4. Select the Cube associated with the form. See Forms and Cubes.
5. Optional: Enter instructions describing for planners how to work with the form.
6. Click Next, and see Defining the Layout.
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Defining the Layout
When you create forms, they initially only contain one row and column, and all
dimensions, except for the optional attribute dimensions, are in Point of View. Add
rows and columns as needed. When setting row and column layout:
•
Assign at least one dimension to the row and column axis.
•
You cannot select the same dimension for multiple axes. To use dimensions on
multiple axes, set user variables in the point of view.
•
You can select a dimension from any axis and drag it to another
Note:
Attribute dimensions are optional and are displayed in their own area on the
Layout tab. Drag the attribute dimension to the point of view, page, row, or
column to use it in the form.
Caution:
When working with attributes as filters, do not drag the attribute on any axis
as you will cause a cross-dimensional reference which will have a
performance impact. When using an attribute dimension as a filter, there is a
form option that shows the associated attribute (just like there is an option to
show alias).
To define the layout:
1. Open the form, and click Layout.
See Selecting and Opening Forms and Folders.
2. Click
to select the dimensions to use on Rows, Columns, or within a row or
column. Optionally, you can also select the attribute dimensions to use on Point of
View, Page, Rows, and Columns.
3. Select each dimension’s members.
4. Optional: To change the order of dimensions in rows or columns, click
then Move Dimension Up or Move Dimension Down.
, and
5. Select a row header (such as 1 or 2) to specify row properties, or a column header
(such as A or B) to set column properties described in Segment Properties.
To enable planners to transfer global assumptions from a test to a production
environment for a simple form, select Global Assumptions Form, and then update
the form to store global assumptions. See Designing Forms with Global
Assumptions.
6. Optional: Add formula rows and columns. See Adding Formula Rows and
Columns.
Subtopics:
Accessing More Administrative Tasks 16-87
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•
Segment Properties
•
Setting Form Grid Properties
•
Setting Dimension Properties
•
Setting Display Properties
•
Setting Printing Options
•
Including Data Validation Rules in Forms
•
Enabling Drilling on Shared Members
Segment Properties
Table 16-21
Segment Properties
Option
Description
Apply to all rows
Clear to specify different properties for
individual rows.
Apply to all columns
Clear to specify different properties for
individual columns.
Hide
Conceal a column or row
Read-only
Create a read-only row or column, enabling
planners to compare old, read-only data with
new, editable data.
Show separator
Create a bold border before the segment to
visually distinguish it
Suppress hierarchy
Suppress indentation.
Suppress missing data
Hides empty rows or columns. Clear to
display rows or columns with "#MISSING" in
cells when data is missing.
Suppress invalid Scenario/Time Periods
This option ties the column display to the
start and end period for the scenario. If
selected, it suppresses the display of time
periods outside of the scenario time period
range.
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Table 16-21
(Cont.) Segment Properties
Option
Description
Column width
•
Default—Use the column width defined
at the grid level (under Grid Properties)
•
Small—Display seven decimal places.
•
Medium—Display 10 decimal places.
Row height
Enable drop-down for dimensions
•
Large—Display 13 decimal places.
•
Size-to-Fit—Fit all columns in the
displayed space based on the top data
cell value.
•
Custom—Select a custom size to display
more than 13 decimal places, up to 999
places.
•
Default—Use the height defined at the
grid level (under Grid Properties).
•
Medium—Use standard height.
•
Size-to-Fit—Fit all rows in the displayed
space.
•
Custom—Select a certain pixel size.
Allows you to set up drop-down member
selectors on row dimensions in Oracle Smart
View for Office grids. When these drop-down
selectors are enabled, Smart View form users
can directly select a member from the dropdown list on the row dimension in the form.
For example, suppose there are two
dimensions placed on the row axes, Entities
and Line item; the member selector dropdown may be enabled for the Entity
dimension members, for the Line item
dimension members, or for both. The dropdown member selector also allows Smart
View users to add data to member rows that
may have otherwise been suppressed.
Setting Form Grid Properties
Grid properties define how rows and columns display.
To set grid properties:
1. See Selecting and Opening Forms and Folders.
2. In Grid Properties, set row and column properties as follows:
Accessing More Administrative Tasks 16-89
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Table 16-22
Form Grid Properties
Option
Description
Suppress missing blocks
On multiple rows: Greatly improves the
efficiency of Suppress missing data. This
option can degrade performance if no or
few rows are suppressed. Test forms before
and after using this setting to determine if
performance is improved.
Note that if you use this option:
•
•
Some suppressed blocks may ignore
Dynamic Calc members
Row members may not indent
Suppress missing data
Hide rows or columns without data. Clear
to display "#MISSING" in cells when data is
missing.
Suppress invalid data
Hide rows or columns with invalid data.
Cells with invalid data are read-only.
Default row height
Size-to-Fit—Fit all rows in the displayed
space
Custom—Specify in pixels
Default column width
Specify the number of decimal places:
•
•
•
•
•
Small—Seven
Medium— 10
Large —13
Custom— 13-999
Size-to-Fit—Fit all columns in the
displayed space based on the top data
cell value.
Suppress invalid Scenario/Time Periods
This option ties the form grid display to the
start and end period for the scenario. If
selected, it suppresses the display of time
periods outside of the scenario time period
range.
Global Assumptions Form
To transfer global assumptions from a test
to a production environment for a simple
form, select Global Assumptions Form,
and update it to store assumptions. See
Designing Forms with Global Assumptions.
Enable Autosave
This option lets planners use successive
undo actions with Ctrl+Z. It also
automatically saves their changes when
they navigate between cells.
Note:
For optimal performance, use only dense
dimensions on rows and columns.
See About Autosave.
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Table 16-22
(Cont.) Form Grid Properties
Option
Description
Run Form Rules on Autosave
Only available if Enable Autosave is
selected. If Run Form Rules on Autosave is
selected, dynamically calculated cells that
depend on modified and saved values (e.g.
a row with a formula that calculates a
percentage of an aggregated parent value)
are updated and display on a green
background .
3. Click Save to continue, or Finish to save and close the form.
Setting Dimension Properties
You can specify dimension display properties such as if to display the member names
or aliases, and whether to permit planners to view member formulas. These properties
apply to row, column, page, and point of view dimensions.
To set dimension properties:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. Click in a point of view, page, row, or column dimension, then select Dimension
Properties, and apply properties such as:
Table 16-23
Dimension Properties
Property
Description
Apply to all row | column | page
dimensions
Apply properties to all row, column, or
page dimensions
Apply to all POV dimensions
Apply properties to all point of view
dimensions
Start expanded
For row or column dimensions: Expand and
display the dimension member list.
Enable custom attributes
For row or column dimensions: Use custom
attributes.
Drill on shared members
For row or column dimensions: Enable
drilling on shared members when the
shared member is on a parent member for
the main hierarchy.
3. Click Save to continue, or Finish to save and close the form.
Setting Display Properties
Define display options such as concealing missing values on the Layout tab. You can
also enable annotations that let planners add annotations to accounts to which they
have write access to the account, entity, scenario, and version members. Account-level
annotations can vary by different combinations of Scenario, Version, and Entity
dimensions.
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Note:
•
Assign the Account dimension to a row axis.
•
Account, Entity, Versions, and Scenario dimensions cannot be assigned to
the column axis.
•
The Entity dimension can be assigned to any axis.
•
Assign Version and Scenario dimensions to the page or Point of View
axis.
To set display properties:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. Select Display Properties, and then options such as:
Table 16-24
Display Properties
Option
Description
Hide form
Conceal forms that are part of a composite
form, or accessed from menus or task lists.
Display missing values as blank
Display cells without data as empty. Clear
to display "#MISSING.". See Displaying
#MISSING with Smart Lists.
Enable account annotations
See Working with Planning for Oracle
Planning and Budgeting Cloud.
Allow multiple currencies per entity
Enable entities to support multiple
currencies, regardless of the base currency.
Enable Mass Allocate
Planners must have the Mass Allocate role
to use this option.
See Working with Planning for Oracle
Planning and Budgeting Cloud.
Enable Grid Spread
See Working with Planning for Oracle
Planning and Budgeting Cloud.
Enable cell-level document
Enable planners to add, edit, and view
documents in form cells, depending on
access permissions. See Working with
Planning for Oracle Planning and Budgeting
Cloud.
Message for forms with no data
Enter custom text to display when invalid
data exist. Leave blank to display There
are no valid rows of data for
this form.
Hide Save Confirmation Message
Prevents the form save confirmation
message from being displayed to users.
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3. Click Save to save your work and continue, or click Finish to save your work and
close the form.
Setting Printing Options
To set printing options:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. Select Printing Options, and then settings such as:
Table 16-25
Printing Options
Option
Description
Include supporting detail
Print supporting detail as extra rows in PDF
files as follows:
Normal Order—In the same order as on the
Supporting Detail page
Reverse Order—Before the member
associated with it. Supporting detail for
children displays above parents, and the
order of siblings is preserved
Show comments
Display cell text notes
Format data
Apply number format settings
Apply precision
Print data using a specific number of
decimal places
Show currency codes
If the form supports multiple currencies,
print currency codes. Currency codes
display based on their use in members on
the form.
3. Click Save to continue, or Finish to save and close the form.
Including Data Validation Rules in Forms
You can add and update validation rules for grids, columns, rows, or cells, on the
Layout tab. When processed, rules may change the color of cells, display validation
messages to planners during data entry, and change the promotional path for
approval units.
Note:
Before adding data validation rules, consider the function it will perform. For
information and best practices about using validation rules, see Managing
Data Validation.
To include data validation rules in forms:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
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2. Select Validation Rules, and then select validation rule options:
Note:
The right-click menu options that display are context-sensitive, and depend on
if rules and menu options were already added.
Table 16-26
Validation Rules Options
Option
Description
Add/Edit Validation Rules
Create or modify existing rules in the Data
Validation Rule Builder dialog box.
Copy | Paste Validation Rules
Copy selected rules and paste them in a
new location.
Validate only for users with access to this
form
If the current user does not have access to
the form, do not run form validations when
validating the approval unit.
Validate only for pages with existing
blocks
Run validations only on page combinations
that have potential blocks. The only
exceptions being page combination having
any Dynamic Calc, Dynamic Calc and
Store, Label only, or Store with one child
member settings. In this case, the page is
loaded.
Validate only for cells and pages the user
has access to
Run validations as the current user, using
their security, and, not an administrator.
3. Build and validate the rules. See Creating and Updating Data Validation Rules.
4. In the form, click Next to continue building the form, and then validate and save it.
Enabling Drilling on Shared Members
Form designers often use shared members to create alternate rollup structures within
an application. To increase usability for these alternative hierarchies, the application
provides the ability to drill on a shared member for a given dimension. The option to
drill is a dimension property which provides the flexibility to focus the drill behavior
to a particular dimension. The drilling option is only available for dimensions placed
on the row or column axis during form design. Page or POV dimensions do not have
drill capability.
For example, using the following hierarchy representing the Entity dimension:
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A form with iDescendants(Southwest) defined on the row would return the following
members:
•
TX
•
FL
•
NM
•
South
•
CA
•
AZ
•
CO
•
West
•
Southwest
To enable drilling on shared members in a form:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
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2. Click in a row or column dimension to expand Dimension Properties.
3. Under Dimension Properties, select Drill on shared members.
4. Click Save.
About Precision Settings
In Other Options, you can control data precision by applying minimum and
maximum values for different account types. For example, you can truncate and
round the decimal portion of longer numbers. Precision settings affect just value
display, not their stored values. For example, if Minimum Precision is 2, and the
value 100 from Q1 is spread to Jan, Feb, and Mar, the month cells display 33.33 when
they are not selected. When selected, they display their actual values (for example,
33.33333333333333). Because the number of decimal places for storing values is finite,
when the values for Jan, Feb, and Mar aggregate to Q1, 33.33333333333333 is
multiplied by 3, and Q1's value is 99.99999999999998.
Setting Form Precision and Other Options
To set precision and other options:
1. See About Precision Settings.
2. Open the form, and then click Other Options.
See Selecting and Opening Forms and Folders.
3. In Precision, specify the number of decimal positions displayed in a cell for
Currency Values, Non-Currency Values, and Percentage Values.
Specify Minimum values to add zeros to numbers with few decimal places. Specify
Maximum values to truncate and round the decimal portion of large numbers. For
example:
Table 16-27
Data Precision Examples
Value
Minimum Precision
Maximum Precision Displayed Value
100
0
Any
100
100
3
Any number greater
than or equal to 3 or
None
100.000
100.12345
Any number less
than or equal to 5
None
100.12345
100.12345
7
None
100.1234500
100.12345
Any number less
than or equal to 3
3
100.123
100.12345
0
0
100
100.12345
2
4
100.1234
100
2
4
100.00
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Note:
Your selections override the precision set for the currency member (see
Creating Currencies). To use the currency member's precision setting instead,
select Use Currency member precision setting.
4. Associate menus with the form by moving them from Available Menus to
Selected Menus. For multiple menus, click a "move" options on the right to specify
the display order
5. Select Enable dynamic user variables to allow dynamic user variables in the form
(see Working with Planning for Oracle Planning and Budgeting Cloud.)
Creating Asymmetric Rows and Columns
Asymmetric rows and columns contain different sets of members selected across the
same dimensions. For example:
Row/Column A—Scenario = Actual, Time Period = Q1
Row/Column B—Scenario = Budget, Time Period = Q2, Q3, Q4
To create asymmetric rows or columns:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. Click
to select the dimension to modify.
to the right of the dimension name, and then modify the members
selected for this dimension. See Using the Member Selector.
3. Click
4. Click Save to continue, or click Finish to save and close.
Adding Formula Rows and Columns
You can define formulas for rows and columns. For example, you can create a formula
column to calculate the percentage variance between monthly sales columns. The
formula for a row or column applies to all row or column dimensions. To define or
assign existing formulas to forms, select the row or column on the Layout tab, and use
the options under Segment Properties. See Creating Formulas.
Tip:
Add a formula row between two other rows to create a blank row. Blank rows
help you visually separate subtotals and totals in a form.
To add formula rows and columns:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. On the Layout tab, right-click Rows or Columns.
3. Select Add Formula Row or Add Formula Column.
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4. Click the new Formula Label, and then enter the formula name.
5. Click the row or column number and specify Segment Properties, such as Display
formula on form so planners can view the formula when they click
.
6. For each dimension in Formula Data Type, select how to display the formula
result, such as a percentage or in date format.
7. Enter the formula, and then click
. See Editing Formulas.
8. Click Validate to find and fix any errors.
Defining Simple Form Page and Point of View
You can select dimensions and members for the page axis and point of view (POV).
POV dimensions and members must be valid for the form cube, and not assigned to a
page, column, or row axis. The POV sets the members that define data intersections
and the form’s context. If you use user variables, variable names displays in the POV.
See Managing User Variables
To define page axis and point of view:
1. Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. Click
and then drag that dimension to Page .
3. Click
for each page axis dimension and select members. See Using the
Member Selector.
Note:
To shorten the number of members displayed in the member list so that the
, and
Search box can be easily seen, from the Home page, click Navigator
then under Setup, click System Settings and Defaults. Click Current
Application Defaults, then Display Options, and then enter a lower value for
Set the number of items on the Page drop-down.
4. Repeat Steps 2 and 3 as needed. Assign multiple dimensions to the page axis to
enable planners to change dimensionality while entering data. They can use
Display Options to use the most recent selection.
5. Specify Dimension Properties. See Setting Dimension Properties.
and drag a dimension to Point of View to add them, or members, to the
form’s point of view .
6. Click
7. Specify Dimension Properties. See Setting Dimension Properties.
8. Click Save to continue, or Finish to save and close.
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Creating Composite Forms
Composite forms display several forms simultaneously, even those associated with
different cubes. Users can enter data and see results aggregated to an upper-level
intersection, such as Total Revenue.
Composite forms and dashboards each have advantages. See Comparing Dashboards
to Composite Forms.
To create composite forms:
1. Click the Navigator icon
, and then under Create and Manage, click Forms.
2. Select the folder in which to store the form. See Selecting and Opening Forms and
Folders.
3. Click Create Composite Form above the list of forms.
4. In the Properties tab, enter a form name of up to 80 characters, and an optional
description of up to 255 characters.
5. Optional: Select Hide Form to hide the form.
6. Optional: Enter instructions for the form.
7. Set the composite form layout. See Setting Composite Form Layout.
8. Set the composite form section properties. See Setting Composite Form Section
Properties.
9. Set the composite form Point of View and Page display options. See Setting
Composite Form Point of View and Page Dimensions.
10. Click Save to save your work and continue, or click Finish to save your work and
close the form.
•
Setting Composite Form Layout
•
Setting Composite Form Section Properties
•
Setting Composite Form Point of View and Page Dimensions
•
Creating Master Composite Forms
•
Embedding Charts in Composite Forms
Setting Composite Form Layout
The application provides tools that allow you to create whatever composite form
layout is best for your application. Each area in the composite form is called a section.
Initially, you specify whether to divide the composite form layout into two side-byside sections, or two sections that are stacked one above the other. There is also a
custom layout option.
To set composite form layout:
1. Open the composite form, and then click Layout.
See Selecting and Opening Forms and Folders.
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2. In Select Layout, select an option:
•
to create your own composite form layout.
Note:
The custom layout option is selected by default.
•
to split the composite form into two sections, one on top of the
other, divided by a horizontal line.
•
to split the composite form into two side-by-side sections
divided by a vertical line.
The selected layout is displayed.
3. Add, rearrange, or delete simple forms as desired.
See Adding Simple Forms to a Composite Form Layout, Rearranging Forms in the
Layout, and Deleting Simple Forms from a Composite Form.
in the upper right side of a section to select the following
additional layout options for that section:
4. Optional: Click
•
Split Horizontally to split the section into two sections, one above the other.
•
Split Vertically to split the section into two side-by-side sections.
Note:
When you split a composite form section that contains simple forms, the
simple forms remain in the original section. For example, if you split a section
vertically, the original section is divided into two side-by-side sections. The
simple forms from the split section are included in the left section, and the
right section is empty.
•
Delete to remove a section from the composite form.
When you delete a section from a composite form, the simple forms included
in that section are also deleted from the composite form, unless they are
included in other sections of the composite form.
•
Add Form to display the Form Selector dialog box where you can select
additional forms to add to the layout.
•
Group as Tabs to display the forms in that section as tabs.
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•
Ungroup Tabs to clear Group as Tabs.
5. Click Save to save the Composite Form layout.
Tip:
You can edit a simple form from within a composite form. Right-click the
simple form, and then select Form Designer. Edit the form as described in
Editing Forms. Access permissions apply as described in Forms and
Permissions.
Adding Simple Forms to a Composite Form Layout
To add a simple form to a section in a composite form, do one of the following:
•
Drag a form from the Forms in <Form Folder> pane to the desired section.
•
Click in the desired section, select
, and select Add Form. In the Form Selector
dialog box, select a form and click OK.
•
Expand Section Properties and click
form and click OK.
. In the Form Selector dialog box, select a
When you are adding simple forms to a composite form, note the following:
•
Composite forms can contain simple forms and ad hoc forms.
•
During runtime, the simple forms selected for the composite form display from
left to right, and then from top to bottom within each composite form section.
•
If you select Group as Tabs, the form displays in the order selected.
•
You can drag simple forms between sections of a composite form.
Rearranging Forms in the Layout
To rearrange the simple forms in the composite form layout, expand Section
Properties, select a form, can click an arrow key. You can:
•
Move the form to the top
•
Move the form up
•
Move the form down
•
Move the form to the bottom
Editing Simple Forms from within a Composite Form
While editing a composite form, you can edit a single form from the Layout tab. This
option is not available for ad hoc forms. Access permissions apply as described in
Forms and Permissions.
To edit a simple form from a composite form:
1. Within the composite form, click the Layout tab.
2. Right-click a simple form, and then select Form Designer.
3. Edit the simple form as described in Editing Forms.
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Deleting Simple Forms from a Composite Form
To delete a simple form from a composite form, do one of the following:
•
Right-click the form and select Delete.
•
Select the form in Section Properties , and click
•
Uncheck the form in the Form Selector dialog box and click OK.
.
Setting Composite Form Section Properties
Each section in a composite form is associated with properties set during creation. You
can edit these properties after creating a composite form.
To set composite form properties:
1. Open the composite form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. Expand Section Properties.
3. Click in a composite form section and set the properties as desired.
Table 16-28
Composite Form Section Properties
Option
Description
Forms
Displays the simple forms in the section.
The following options are available for each
form selected:
•
•
•
•
•
•
•
•
Name
Display forms as tabs
Add form
Remove form
Edit form label
Move to top
Move up
Move down
Move to bottom
Section name to be displayed at the top of
the section in Preview mode and at
runtime.
Select
to select a text style and color for
the section name.
Height
Select:
•
•
Automatic to have the application set
the height.
% (percentage sign) to set section
height to a percentage of the composite
form height.
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Table 16-28
(Cont.) Composite Form Section Properties
Option
Description
Width
Select:
•
•
Forms per Row
Automatic to have the application set
the width.
% (percentage sign) to set section
width to a percentage of the composite
form width.
Select:
•
Automatic to have the application set
the number.
•
Select a number from 1 to 20.
The default is one form per row. If Forms
per Column is set to a value other than
Automatic, Forms per Row is set to
Automatic.
Note:
If you have grouped the forms as tabs, this
option is not available.
Forms per Column
Select:
•
Automatic to have the application set
the number.
•
Select a number from 1 to 20.
The default is one form per column. If
Forms per Row is set to a value other than
Automatic, Forms per Column is set to
Automatic.
Note:
If you have grouped the forms as tabs, this
option is not available.
Set scope for all common dimensions as
global
Sets all the common dimensions across all
the sections in the composite form to global
and displays a list of the global dimensions
in Page and Point of View in the Global
Dimensions properties.
Setting Composite Form Point of View and Page Dimensions
The composite form point of view and page dimensions specify where within a
composite form each Point of View and Page dimension name displays. When you
select a section in a composite form, the right panel displays:
•
Global Layout Dimensions, which list the Point of View and Page dimensions
that display in the composite form heading.
Only dimensions that are common to all simple forms in all sections of the
composite form and that contain the same members can be designated as Global.
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•
Common Dimensions, which list the Point of View and Page dimensions
common to all the simple forms included in the selected composite form section.
You can specify where common dimensions display in composite forms. Common
dimension display choices are:
–
Local displays the dimension name in the simple form heading.
–
Section displays the section name in the section heading.
Only dimensions that are common to all simple forms in a section and that
contain the same members can be displayed in the section heading.
–
Global displays the dimension name in the composite form heading. For
more information on global POV bars, see About Global and Local POVs.
Creating Master Composite Forms
You can design composite forms that have one master form and multiple simple
forms. When you do so, the selection of members in the master form automatically
filters to the members in the simple forms, and the simple forms show only the details
that are relevant to the members highlighted in the master form.
For example, assume that a user is looking at a new computer line item in a form and
wants to see the cash flow impact from this line item. In this scenario, you could
design a composite form that includes the following forms:
•
•
A master form called "New Computers" that contains the following dimensions
and members:
–
Entity: MA
–
Scenario: Plan
–
Version: Working
–
Currency: Local
–
Years: No Year
–
Period: Beginning Balance
–
Asset Class: Computers
–
Line Item: Base SP1
A simple form called "Cash Flow Impact"
In the master composite form, the user highlights the row Computers/Base SP1.
Figure 16-1
Master Composite Form: "New Computers"
The simple form, "Cash Flow Impact" is filtered to show only the data that is relevant
for the members highlighted in the master composite form, "New Computers":
Computers, Base SP1, Plan, Working, and MA.
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Figure 16-2
Simple Form: "Cash Flow Impact"
To designate a form as a master composite form:
1. Open the composite form, and then click Layout.
See Selecting and Opening Forms and Folders.
2. Right-click the form, and the select Tag as Master Composite Form.
indicates that the form is a master composite form.
Note:
The master composite form applies to the entire composite form. So, for a
composite form, there can be only one master form across all its sections.
To filter the data in a simple form (or forms) that is relevant to the data in a master
composite form, right-click the master composite form and select Apply Context.
Embedding Charts in Composite Forms
Administrators can design composite forms to display the data in sections as charts.
Planners can also drill down to the next level by clicking the underlined links or chart
areas.
Design suggestions:
•
Display the top section as a chart and the bottom section as a grid, so that
planners can see the effect of data they enter in the bottom grid (when saved) as a
chart on the top.
Accessing More Administrative Tasks 16-105
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•
Include the same ad hoc grid twice, one to display as a grid and the other to
display as a chart. Users can then perform ad hoc operations (such as Zoom In,
Pivot To, and Keep Only) on the grid and view the changes in the chart.
•
Create dashboards. For example:
To embed charts in composite forms:
1. Create or edit the composite form, and then click Layout.
See Selecting and Opening Forms and Folders.
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2. Click a composite form section, and then right-click on a form.
3. Select Display as Chart.
Display as Chart toggles with Display as Grid, allowing you to switch between
them.
4. On Chart Properties, select a chart type:
•
Bar—The length of each bar proportionally represents a value over an
independent variable (for example, time)
•
Horizontal Bar—Like the regular bar chart, but turned on its side so that the
dependent variable is displayed on the horizontal axis
•
Line—Displays data points (for example, sales of various product lines) over
time, connected by lines
•
Area—Like the Line chart, but the area between the axis and the line is
emphasized with color
•
Pie—Each slice of the pie chart proportionally represents a class of data in
relation to the whole
•
Scatter—Each point represents the distribution of data for two variables
Read the onscreen text for advice on selecting a chart type.
5. Click OK.
6. Optional: To set where the chart displays the values that the chart represents
(called the Legend), click Options, then click Legend, select one of the following,
and then click OK:
•
Right—To display the legend to the right of the chart (the default).
•
Bottom—To display the legend at the bottom of the chart.
•
Left—To display the legend to the left of the chart.
•
Top—To display the legend at the top of the chart.
7. Optional: To set where the chart labels (that is, the member names or aliases) are
displayed, on Options, click Label, select one of the following, and then click OK.
•
Outside Max—To display the label above bar charts or, for non-bar charts,
display the label above the data point for positive values and below the data
point for negative values. Outside Max is the default.
•
Center—To display the label centered on bar charts, or for non-bar charts,
display the label above the data point for positive values and below the data
point for negative values.
•
Inside Max—To display the label on the bar, near the top, or for non-bar
charts, display the label below the data point for positive numbers and above
the data point for negative numbers.
•
Inside Min—To display the label inside on the bar, near the bottom, or for
non-bar charts, display the label above the data point for positive values and
below the data point for negative values.
Accessing More Administrative Tasks 16-107
Administering Forms
•
Max Edge—To display the label on the bar, or for non-bar charts, display the
label at the data point.
Designing Specific Types of Forms
Related Topics:
Designing Forms for Multiple Currencies
Designing Forms with Formula Rows and Columns
Designing Forms with Data Validation
Designing Forms with Global Assumptions
Designing Forms for Rolling Forecasts
Designing Forms for Multiple Currencies
To allow users to work with currencies other than entities’ base currencies, perform
one task:
•
Select members from at least two currencies to compare converted currencies in
the same form.
•
Assign the Currency dimension to the page axis and select reporting currencies as
members to convert currencies for all the members in the form. Users can then
select a currency member from the page axis and launch the Calculate Currencies
business rule to view values in that currency.
Designing Forms with Formula Rows and Columns
Formula rows and columns contain formulas that perform mathematical calculations
on grid members. For example, you might want to rank values in a particular column
or calculate variance between two rows. A formula consists of grid references,
arithmetic operators, and mathematical functions. To define or assign existing
formulas to forms, select the appropriate row or column on the Layout tab and then
make selections under Segment Properties.
See Adding Formula Rows and Columns. For information about creating formulas
and using the mathematical functions, see Form Formula Functions.
Designing Forms with Data Validation
You can design forms that include predefined data validation rules that help
implement business policies and practices. You can specify cell colors and data
validation messages that are generated on the form if entered data violates a
validation rule. Data validation rules are saved as part of the form. See Including Data
Validation Rules in Forms and Managing Data Validation.
Designing Forms with Global Assumptions
Form designers typically create a specific-purpose form that stores global assumptions
(also called “drivers” or “driver data”), such as a depreciation value, tax rate, or unit
price. This is useful if you want to migrate the form’s driver data using Migration, for
example, from a test environment to a production environment. Such forms are
typically small, and are used as “lookup tables” that drive calculations.
To enable transferring global assumptions from a test to production environment,
during form design for a simple form, in the Layout tab select Grid Properties and
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Global Assumptions Form. Then update the form to store driver data such as a tax
rate. When migrating with Migration, this enables migrating the driver data contained
in the tagged form. Note that global assumptions cannot be used with composite
forms or forms with multiple segments.
Designing Forms for Rolling Forecasts
Related Topics:
About Rolling Forecasts
Creating Rolling Forecasts
Modifying Rolling Forecast Variables
About Rolling Forecasts
In a traditional forecast, the forecast cycle is always tied to the fiscal year end, and the
months in the forecast period keep reducing as the months in the fiscal year progress.
Rolling forecasts differ from traditional forecasts in that they are continuous without
regard to the annual fiscal year end period. The periods in a rolling forecast roll along
based on the predefined window for the rolling forecast. The periods are generally
defined on a monthly or quarterly basis. Monthly rolling forecasts are generally in 12month, 18-month, or 24-month cycles. In a 12-month cycle, the 12-month period
constantly shifts each month, and every month the forecast is for the next twelve
months without regard to the actual fiscal year end.
For example, assume a company has a fiscal calendar for July through June. In the first
month of year (Jul, FY11) the company’s planners fill in the forecast scenario for the
periods Jul 11 – Jun 12. In the next month (Aug 11), the planners again fill in the
forecast scenario with numbers for the next 12 months (Aug 11- Jul 12), even though
the period of Jul 12 pertains to the next fiscal year of Jul FY12-Jun FY13.
Following are some examples of rolling forecasts:
Figure 16-3
12-Month Rolling Forecast
Figure 16-4
Quarterly Rolling Forecast
Accessing More Administrative Tasks 16-109
Administering Forms
Figure 16-5
Total)
Quarterly Trailing Rolling Forecast (Rolling Quarters with a Cumulative
Figure 16-6
Plan Year
Rolling Forecast Where There are Additional Segments for Actual and
Creating Rolling Forecasts
Note:
Only administrators can create and work with rolling forecasts. This includes
the ability to see the rolling forecast option when designing a form, the ability
to move a rolling forecast from the user interface, and the ability to delete or
modify substitution variables.
To design a form for a rolling forecast:
1. Create a new form.
See Selecting and Opening Forms and Folders.
2. In the Layout tab, drop the Years and Period dimensions in the column axis.
3. Right-click the column segment header and select Rolling Forecast Setup.
The Rolling Forecast Setup menu option is only available when the Years and
Period are in the same grid axis (row or column).
4. In the Rolling Forecast Setup dialog box, enter the following information:
Table 16-29
Rolling Forecast Setup Options
Option
Description
Prefix
Allows rolling forecast substitution
variables to be distinct from other
substitution variables; for example, 4QRF
designates that the forecast is a 4-quarter
rolling forecast.
Reuse existing substitution variables
Select if you wish to specify a prefix that
you have previously used.
16-110 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
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Table 16-29
(Cont.) Rolling Forecast Setup Options
Option
Description
Start Year
The year in which the rolling forecast starts;
for example, FY11.
Either enter the start year or click
to
open the Member Selection dialog box.
If you entered a prefix that matches the
prefix of an existing rolling forecast
substitution variable and selected Reuse
existing substitution variables, the Start
Year is automatically filled in with the start
year of the existing substitution variable.
Start Period
The period in the year in which the rolling
forecast starts; for example, Q1.
Either enter the start period or click
open the Member Selection dialog box.
to
If you entered a prefix that matches the
prefix of an existing rolling forecast
substitution variable and selected Reuse
existing substitution variables, the Start
Period is automatically filled in with the
start period of the existing substitution
variable.
Number of Periods
Number of year/period combinations that
will be generated as separate segments.
5. Click Generate.
The defined substitution variables are created, and additional column segments are
created in the form that contain the substitution variable combinations for the
rolling forecast.
Note:
•
Substitution variables are based on the periods selected for the Start Year
and Start Period. See Selecting Substitution Variables as Members.
•
When designing a form, if the Rolling Forecast Setup dialog box is
brought up from a row or column with the Year and Level 0 time period
selected (for example,FY12/Jan), the Start Year and Start Period are
automatically filled in. Values are not automatically filled in if members
in the column are selected using functions, variables, or non-level-0
members.
•
To reuse the rolling forecast variables in a different form, right-click the
column header in the new form to invoke the Member Selector.
Modifying Rolling Forecast Variables
Administrators can revise the values for rolling forecast substitution variables directly
in the form.
Accessing More Administrative Tasks 16-111
Administering Forms
To modify rolling forecast variables in a form:
1. Click the Navigator icon
, and then under Create and Manage, click Forms.
2. Open the rolling forecast form.
3. Right-click any column in the form and select Set Rolling Forecast Variables.
4. In the Set Rolling Forecast Variables dialog box, enter or edit values for the Years
and Period dimensions.
You can shift the values up or down by changing the selection next to Shift Values
By. When you change the selection next to Shift Values By, the values for the
Years and Period dimensions are automatically repopulated to show the resulting
year and period values after the shift.
5. Click Apply.
The new values flow through to all the forms where these substitution variables are
used, and those forms will reflect the changes.
Working with Forms and Form Components
Related Topics:
Selecting and Opening Forms and Folders
Previewing Forms
Printing Form Definitions
Searching for Forms
Editing Forms
Moving, Deleting, and Renaming Forms
How Cell Formatting in Smart View Persists in Planning
Selecting and Opening Forms and Folders
Use these procedures to select and open form folders and the forms they contain.
To select and open forms or form folders from within the administrator's interface:
1. Click the Navigator icon
, and then under Create and Manage, click Forms.
2. Perform one of the following steps:
•
To open a form folder, select a form folder beneath Form Folders.
•
To open a form, select a form from the list displayed beneath Form when the
appropriate form folder is open.
3. After you select a form folder, use the buttons next to Form Folders to create,
rename, and assign access to the folder. After displaying a form, use the buttons
above Form to create, edit, move, delete, and assign access to forms. The icon next
to the form name indicates the type of form:
16-112 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Forms
•
Simple form
•
Composite form
•
•
Master composite form
Ad hoc grid
For information about setting up ad hoc grids, see Working with Planning for Oracle
Planning and Budgeting Cloud.
Previewing Forms
While you are designing forms, you can preview the dimensions that are assigned to
the Point of View, columns, rows, and page axes. Previewing displays member
attributes, alias, and data associated with forms, although new data cannot be entered.
Previewing completes regular form design validation checks, and checks for proper
evaluation of any data validation rules included in the form. Data validation rules
must be properly completed before the form can be saved. In addition, data validation
rules are saved as part of the form. If you do not save changes to a form, any data
validation rule changes made after the form was last saved are lost.
To preview a form’s design:
1. With a form open, click Preview.
The form opens in edit mode in a new tab.
2. Resolve any issues reported during the design validation checks, including any
issues with data validation rules.
3. Save the form to ensure that updates are saved, including any changes to data
validation rules.
Printing Form Definitions
Administrators can print form definition reports that include information on
dimension members, business rules, access permissions, and other form components.
To create and print form definition reports:
1. Click the Navigator icon
Reports.
, and then under Monitor and Explore, click System
2. Select the Forms tab.
3. Select the form definitions to print by moving them from Available Forms to
Selected Forms.
4. Optional: Select Include Member Selection List to include column and row
members on the report.
5. Optional: Select Include Business Rules to include associated business rules.
Accessing More Administrative Tasks 16-113
Administering Forms
6. Click Create Report.
Adobe Acrobat generates a consolidated report, including:
•
Cube
•
Description
•
Column dimension and members and additional column definitions
•
Row dimension and members and additional row definitions
•
Page and Point of View dimensions
•
Form access permissions
•
Associated business rules
7. To print the report, select File, and then Print on the Adobe toolbar.
Searching for Forms
To search for forms:
1. Click the Navigator icon
, and then under Create and Manage, click Forms.
2. For Search, enter part or all the form name.
Ignoring capitalization, Search finds the next match.
3. Click
to search forward (down) or
to search backwards (up).
Editing Forms
You can edit the layout, members, and properties of both simple and composite forms.
For example, you can add formula rows or columns to a simple form, or add forms to
a composite form.
•
Editing Simple Forms
•
Editing Composite Forms
Editing Simple Forms
To edit simple forms:
1. Select the form, then click
(see Selecting and Opening Forms and Folders).
2. Select:
a. Properties to edit the form name, description and instructions. See Creating
Simple Forms.
b. Layout to edit form layout. See Defining the Layout.
c. Other Options to edit form precision and to change which context menus are
associated with the form. See Setting Form Precision and Other Options.
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d. Business Rules to change which business rules are associated with the form, or
modify business rule properties. See Administering Rules.
3. Click Finish to save your work and close the form.
Editing Composite Forms
To edit composite forms:
1. Take one of these actions:
•
Select the form, click the Show Usage icon
click Edit.
•
Select the form, and then click
Folders).
, select the simple form, and then
(see Selecting and Opening Forms and
Note:
When editing a composite form, if this message displays, "Modifications have
been made to one or more included forms; if you want to save changes to
common dimensions, save the composite form," determine what changes were
made to the common dimensions of the included simple forms before saving
changes to the composite form.
2. Select:
•
Properties to edit the composite form name, description or instructions. See
Creating Composite Forms.
•
Layout to edit form layout and properties. See Setting Composite Form
Layout.
•
Business Rules to change which business rules are associated with the form,
or modify business rule properties. See Administering Rules.
3. Click Finish to save your work and close the form.
Moving, Deleting, and Renaming Forms
To move, delete, and rename forms:
1. Select the form.
See Selecting and Opening Forms and Folders.
2. Select a task:
•
To move a form, click Move, and then select the destination folder.
Note:
You can move multiple forms simultaneously if they are in the same folder.
•
To delete a form, click Delete.
Accessing More Administrative Tasks 16-115
Administering Forms
•
To rename a form, click Rename, and then enter the new name.
3. Click OK.
How Cell Formatting in Smart View Persists in Planning
To select the formatting for a form:
1. In the form, right-click, and then select Apply.
2. Select:
•
Cell Styles—To use the application’s formatting
•
Custom Styles—To use the formatting saved in Oracle Smart View for Office
For more information:
•
On which Microsoft Excel formatting features are supported in Smart View and
Oracle Hyperion Planning, see "About Smart View Formatting in Planning Forms"
in the Working with Planning for Oracle Planning and Budgeting Cloud.
•
On saving Excel formatting, see the Working with Oracle Smart View for Office.
Managing Forms and Folders
Use the Form Management and the Business Rule Folders pages to manage folders
and forms.
Table 16-30
Tasks
Task
Topic
Create folders
Creating Folders
Move, delete, or rename folders
Working with Folders
Create forms
Creating Simple Forms
Assign permissions to forms and folders
About Assigning Permissions to Forms,
Rules, and Folders
Move and delete forms
Moving, Deleting, and Renaming Forms
To view all forms or business rules in a folder, click the folder’s name in the left-hand
folders area. To select all the forms, select the check box at the top of the forms list.
Creating Folders
Use folders to hierarchically organize forms and Oracle Hyperion Calculation
Manager business rule security. You can move folders within the hierarchy, and give
folders the same name if they are on different hierarchical levels. You cannot:
•
Delete folders unless they are empty
•
Select multiple folders
16-116 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Forms
•
Rename, move, or delete the top-level folder called, respectively, Forms and
CalcMgrRules
To create folders:
1. Perform an action:
•
For form folders: Click the Navigator icon
Manage, click Forms.
, and then under Create and
•
For Calculation Manager business rule folders: Click the Navigator icon
and then under Create and Manage, click Rules Security.
,
2. Select the folder under which to create the folder.
3. Above the folders list, click Create.
4. Enter the folder name.
5. Click OK.
Working with Folders
To move, delete, or rename folders:
, and then under Create and
1. For form folders: Click the Navigator icon
Manage, click Forms.
For business rule folders: Click the Navigator icon
Manage, click Rules Security.
, and then under Create and
2. Select the folder to move, delete, or rename.
3. Perform a task:
•
To move, click Move. Select the destination folder to which to move the
selected folder.
Note:
When you move folders, all nested folders, forms, and Oracle Hyperion
Calculation Manager business rules within them are also moved.
•
To delete, click Delete.
•
To rename, click Rename, and then enter the new name.
4. Click OK.
Tip:
Did you know that folder names can be localized based on the user's browser
locale? To localize a folder name (for example, from English to Japanese), you
can customize the folder name on the Artifact Labels page in the Tools
cluster. For more information, see Customizing Artifact Labels by Language.
Accessing More Administrative Tasks 16-117
Administering Rules
Administering Rules
Related Topics:
About Business Rules
Selecting Business Rules
Setting Business Rule Properties
About Runtime Prompts
Understanding Runtime Prompts
About Runtime Prompts and Approvals Security
Designing Secure Runtime Prompts
Using Groovy Rules
About Business Rules
With appropriate access, users can launch business rules from the application.
Business rules can also prompt users for input when rules are launched.
For optimum performance, business rules that run in forms should be designed to
execute within three minutes. For business rules with longer execution time, you can
schedule batch processing or run the business rules during non-peak hours.
For information on:
•
Creating and updating business rules, see Designing with Calculation Manager for
Oracle Enterprise Performance Management Cloud.
•
Using runtime prompts, see About Runtime Prompts.
Selecting Business Rules
You can associate multiple business rules with a form, by cube. Users can launch
associated business rules from the form to calculate and allocate values. You can set
whether each business rule associated with a form automatically launches when the
form is opened or saved.
To select business rules for forms:
1. Take an action:
•
To update the current form, click Actions, and then click Business Rules.
•
To open a form for editing, go to the Home page and click the Navigator icon
, and then under Create and Manage, click Forms. Select the form, click
, and then click Business Rules.
2. From the Cube drop-down menu, select the cube.
3. From the Business Rules list, select the business rules to associate with the form,
and move them to Selected Business Rules. See Using the Member Selector.
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Administering Rules
By default, the Calculate Form and Calculate Currencies business rules are
selected. Calculate Form is automatically created for forms to calculate subtotals.
Calculate Currencies is created for forms that include multiple currencies in a row,
column, or page, to enable converting values among the available currencies. You
can clear Calculate Currencies if you use customized calculation scripts to calculate
currency conversions. You can clear Calculate Form to prevent planners from
calculating data in forms.
4. To change the order of selected business rules (the order in which rules display and
launch), select a business rule in Selected Business Rules and click the up or down
arrow to move it up or down in the list. The rule listed first displays and launches
first; the rule at the bottom of the list displays and launches last.
The order in which business rules launch is important and may affect data. For
example, it is important to convert currencies first, before subtotaling.
5. To set business rule properties, click Properties. See Setting Business Rule
Properties.
6. Click Save to save your work and continue creating or editing the form, or click
Finish to save your work and close the form.
Note:
When selecting business rules for composite forms, you can select which
included forms’ business rules run in composite forms. Business rules from
included forms do not run unless you select them for the composite form
itself. For example, to run all the business rules associated with an included
form named "Total Expense Impact", select" Business rules for Total Expense
Impact".
Setting Business Rule Properties
You can specify whether business rules associated with forms launch automatically
when users load (open) or save the form. If business rules have runtime prompts, you
can set whether the default members in the runtime prompt match the members
selected in the page and Point of View axes.
To set business rule properties:
1. Take an action:
•
To update the current form, click Actions, and then click Business Rules.
•
To open a form for editing, go to the Home page and click the Navigator icon
, and then under Create and Manage, click Forms. Select the form, click
, and then click Business Rules.
2. There are four phases in a form where a rule can be assigned and each may have
information relevant to that phase. Select from the following:
•
Run Before Load
•
Run After Load
Accessing More Administrative Tasks 16-119
Administering Rules
•
Run Before Save
•
Run After Save
Note:
•
Run After Load and Run Before Save are enabled only for Groovy rules.
You cannot select these options for calc scripts or graphical rules. For
more information about Groovy rules, see Using Groovy Rules.
•
You can only use Groovy rules in Enterprise applications.
•
Some actions such as saving the grid, changing the page, or launching an
action menu item will also reload the page after the operation completes.
This ensures the grid contains the newest data. When this happens, the
before and after load actions will run as they do in normal page loads.
•
While hidden runtime prompts are not supported for calc script rules on
the before and after load options, they are supported for Groovy rules.
3. Optional: If a business rule has runtime prompts, select Use Members on Form to
match the default member selection on the runtime prompt window to the current
members in the page and Point of View axes of the open form.
To learn how this option interacts with other settings and conditions, see
Understanding Runtime Prompts.
4. Optional: To hide the runtime prompt value from the user, select Hide Prompt,
which automatically selects Use Members on Form.
After saving the form, the next time you return to this page, Use Members on
Form displays as selected.
You can hide runtime prompts if:
•
All runtime prompt member values are filled in (appropriate dimension
members can be read from form's Page/Point of View)
•
No dimensions are repeated in the runtime prompt
5. Click OK.
About Runtime Prompts
When launched, business rules can prompt users for such variables as members, text,
dates, or numbers. Prompts should be specific and tell users what type of data is
expected. For example:
•
Select a month.
•
Enter the expected number of customer visits per quarter.
•
What percentage change in earnings do you expect next month?
If, in Oracle Hyperion Calculation Manager, the option Create dynamic members is
selected for the business rule and the parent member is enabled for adding dynamic
children as described in About Dynamic Members, then users can create new
members by entering their name in the runtime prompt.
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Administering Rules
When launching business rules with runtime prompts, the application validates the
value entered, but not the business rule. To set the default member selection in a
runtime prompt, see Setting Business Rule Properties. To understand how other
settings and conditions affect runtime prompts, see Understanding Runtime Prompts.
Understanding Runtime Prompts
The display and values of runtime prompts are affected by such aspects as:
•
Whether the Use as Override Value property is set at the rule or the ruleset level
at design-time
•
Whether there are valid members on the form's Page/Point of View and whether
the Use Members on Form and Hide Prompt options on the Business Rule
Properties tab are selected (see Setting Business Rule Properties)
•
Whether the Runtime Prompt option is set during form design or set when
designing the runtime prompt (see Designing with Calculation Manager for Oracle
Enterprise Performance Management Cloud)
•
Whether the Use Last Value property is set when designing the business rule
•
Whether, in Oracle Hyperion Calculation Manager, the option Create dynamic
members is selected for the business rule and the parent member is enabled for
adding dynamic children as described in About Dynamic Members. If yes, then
users can create new members by entering their name in the runtime prompt.
Principles:
1.
If the Use as Override Value property is set at the rule or the ruleset level at
design-time, the value overridden at the rule level or the ruleset level will take
precedence over the values of members in the Page/Point of View and the last
saved value. This occurs regardless of where the rule is launched (from the form
or from the Rules link on the Navigator menu), and regardless of whether the
runtime prompt is hidden during design. The Override Value can be set as a user
variable, in which case the rule will be launched with the current value of the
variable.
2.
When launched from a form, the values of members in the Page/Point of View
take precedence over the last saved value if the Use Members on Form option is
selected, regardless of whether the runtime prompt is hidden during design. The
business rule is run without displaying the hidden runtime prompt to users, and
the runtime prompt values are taken from the Page/Point of View members.
This is not the case when business rules associated with composite forms are
launched on save or from the left-hand pane or when business rules are launched
from the Rules link on the Navigator menu. In these cases, the Use Members on
Form setting is ignored, hidden runtime prompts get design-time values, and the
last saved value takes precedence.
3.
If the Use Last Value option is selected for the runtime prompt at design time,
and if any of these conditions exist:
•
Use Members on Form is not selected
•
A runtime prompt is launched from the Rules link on the Navigator menu
•
Values cannot be pre-filled from the context
Accessing More Administrative Tasks 16-121
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Then the precedence of runtime prompt values is determined by:
a.
The last saved value takes precedence.
b.
If a ruleset is launched, the value overridden at the ruleset level at designtime is used.
c.
If a business rule is launched, the value overridden at the rule-level at designtime is used. If it is not overridden at the rule-level, the runtime prompt value
at design-time is used.
Runtime prompts that are hidden at design time never use the last saved value. In
these cases, the Use Last Value setting is ignored.
4.
The Use Members on Form and Hide Prompt options apply only to Member and
Cross Dimension runtime prompt types (Cross Dimension runtime prompt types
are available only for business rules created with Calculation Manager).
The value set at the rule or the ruleset level at design-time when the Use as
Override Value property is set participates in the Hide Prompt behavior.
5.
For Cross Dimension runtime prompts: the runtime prompt is not hidden unless
all the prompts in the runtime prompt can be pre-filled from the Override Value
or Page/Point of View. The runtime prompt is displayed with some values prefilled from the Override Value or Page/Point of View and others filled according
to Principles 1, 2 and 3.
This table describes the result on runtime prompts of these settings and conditions:
Table 16-31
How Member Availability and Other Settings Affect Runtime Prompts
Availability of
Override Value and
member on the
Page/Point of View
Use Members on
Form option is
selected
Hide Runtime
Prompt property is
set during runtime
prompt design
Hide Prompt option Result on Runtime
is selected for the
Prompt
form
Use as Override
Value is set and
Override Value is
available or the
member is available
on the Page/Point of
View to use as the
runtime prompt
value.
Yes
Yes
Yes or No
Setting is ignored
16-122 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
The business rule
runs without
displaying the
runtime prompt to
users. Instead, the
runtime prompt
value is taken from
the Override Value
or Page/Point of
View member.
Administering Rules
Table 16-31
(Cont.) How Member Availability and Other Settings Affect Runtime Prompts
Availability of
Override Value and
member on the
Page/Point of View
Use Members on
Form option is
selected
Hide Runtime
Prompt property is
set during runtime
prompt design
Hide Prompt option Result on Runtime
is selected for the
Prompt
form
Use as Override
Value is set and
Override Value is
available or the
member is available
on the Page/Point of
View to use as the
runtime prompt
value.
Yes
No
Yes
If all runtime
prompts can be prefilled from the
Override Value or
Page/Point of View
context and are
valid and within
limits, the runtime
prompts are not
displayed. However,
if even one runtime
prompt value
cannot be pre-filled
from the Override
Value or Page/Point
of View context,
then all runtime
prompts display,
with values prefilled wherever
possible. All others
follow Principles 1
and 3.
Use as Override
Value is set and
Override Value is
available or the
member is available
on the Page/Point of
View to use as the
runtime prompt
value.
Yes
No
No
The runtime prompt
is displayed to
users, with values
pre-filled from the
Override Value or
Page/Point of View.
Accessing More Administrative Tasks 16-123
Administering Rules
Table 16-31
(Cont.) How Member Availability and Other Settings Affect Runtime Prompts
Availability of
Override Value and
member on the
Page/Point of View
Use Members on
Form option is
selected
Hide Runtime
Prompt property is
set during runtime
prompt design
Hide Prompt option Result on Runtime
is selected for the
Prompt
form
Use as Override
Value is not set and
the member is not
available on the
Page/Point of View
to use as the runtime
prompt value.
Yes
Yes
Yes or No
Use as Override
Value is not set and
the member is not
available on the
Page/Point of View
to use as the runtime
prompt value.
Yes
No
Yes
The runtime prompt
is displayed to
users, with values
pre-filled according
to Principle 3.
Use as Override
Value is set and
Override Value is
available, and the
member is not
available on the
Page/Point of View
to use as the runtime
prompt value.
Yes
No
No
If all runtime
prompts can be prefilled from the
Overide Value and
are valid and within
limits, the runtime
prompts are not
displayed. However,
if even one runtime
prompt value
cannot be pre-filled
from the Overide
Value, then all
runtime prompts
display, with values
pre-filled wherever
possible. All others
follow Principles 1
and 3.
Setting is ignored
The business rule
displays the runtime
prompt to users,
with values prefilled according to
Principle 3.
For example, the
form context cannot
be passed because
the dimension of the
runtime prompt is
on rows or columns,
so the Hide Prompt
setting is ignored
and the runtime
prompt displayed.
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Table 16-31
(Cont.) How Member Availability and Other Settings Affect Runtime Prompts
Availability of
Override Value and
member on the
Page/Point of View
Use Members on
Form option is
selected
Hide Runtime
Prompt property is
set during runtime
prompt design
Hide Prompt option Result on Runtime
is selected for the
Prompt
form
Use as Override
Value is not set and
the member is not
available on the
Page/Point of View
to use as the runtime
prompt value.
Yes
No
No
The runtime prompt
is displayed to
users, with values
pre-filled according
to Principle 3.
Use as Override
Value is set and
Override Value is
available, and the
member is not
available on the
Page/Point of View
to use as the runtime
prompt value.
Yes
No
No
The runtime prompt
is displayed to
users, with values
pre-filled according
to Principles 1 and 3.
Use as Override
Value is set and
Override Value is
available or the
member is available
on the Page/Point of
View to use as the
runtime prompt
value.
No
Yes
Not available
The business rule
runs without
displaying the
runtime prompt to
users. Instead, the
design-time values
are used.
Use as Override
Value is set and
Override Value is
available or the
member is available
on the Page/Point of
View to use as the
runtime prompt
value.
No
No
Not available
The runtime prompt
is displayed to
users, with values
pre-filled according
to Principle 3.
Use as Override
Value is not set and
the member is not
available on the
Page/Point of View
to use as the runtime
prompt value.
No
Yes
Not available
The business rule
runs without
displaying the
runtime prompt to
users. Instead, the
design-time values
are used.
Accessing More Administrative Tasks 16-125
Administering Rules
Table 16-31
(Cont.) How Member Availability and Other Settings Affect Runtime Prompts
Availability of
Override Value and
member on the
Page/Point of View
Use Members on
Form option is
selected
Hide Runtime
Prompt property is
set during runtime
prompt design
Hide Prompt option Result on Runtime
is selected for the
Prompt
form
Use as Override
Value is not set and
the member is not
available on the
Page/Point of View
to use as the runtime
prompt value.
No
No
Not available
The runtime prompt
is displayed to
users, with values
pre-filled according
to Principle 3.
When hidden runtime prompt values are ambiguous, note:
•
If the form context cannot be passed in (because the dimension is on the row or
column, for example), hidden runtime prompts are displayed.
•
With hidden Cross Dimension runtime prompt types, if all prompts cannot be
passed in from the Override Value or context, the runtime prompt displays with
values pre-filled from Override Value or context values and design time values.
For example, if the Cross Dimension has runtime prompts for Period, Entity, and
Scenario, and Entity is defined on the row and Scenario has an Override Value
set, then the runtime prompt displays with the Override Scenario, then design
time value for Entity, then Page Period.
•
If the Override Value is present, or context can be passed in for the runtime
prompt value but it is out of limits, then the runtime prompt is displayed with the
context value pre-filled.
•
If there is more than one runtime prompt of type Member or type Cross
Dimension combined, then the runtime prompts are displayed with the Override
Value or context values pre-filled. For example, if there is a member type runtime
prompt for the Entity dimension and a Cross Dimension type runtime prompt
with one prompt for the Entity dimension, then both runtime prompts are
displayed. This rule does not apply to Calculation Manager rulesets.
•
When launched from the Rules link on the Navigator menu, runtime prompts are
hidden and the design-time value (overridden at the rule or ruleset level) is used
to launch the business rule. If the provided design-time value is out of limits, then
the runtime prompt is displayed with the design-time value pre-filled.
•
Runtime variables that are hidden during design never use the last saved value.
The Use Last Value property is ignored, and the values are not saved to the
database.
About Runtime Prompts and Approvals Security
Administrators can design runtime prompts to honor Approvals security for
members. Doing so prevents planners from changing data in approval units to which
they do not have access, according to Approvals rules. For example, the administrator
may not want planners to change data after they have promoted the related approval
unit. In Oracle Hyperion Calculation Manager, administrators can set runtime
Security for a member or members:
16-126 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Rules
•
Approvals—The application allows a user to change member data if both these
conditions are true:
–
The user has write access to the members (as assigned in the application).
–
If the members belong to an approval unit, the user owns the approval unit.
If both conditions are not met, the user cannot change the members' data.
•
Write—Users launching the business rule who have write access to the members
(as assigned in the application) can change its data. The members' Approvals
status is ignored.
•
Read—Users launching the business rule have read access to the members (as
assigned in the application). Approvals status is ignored.
•
Use Default—Security is applied to the runtime prompt only if member access is
not set to None (that is, either read or write).
See Designing Secure Runtime Prompts.
Designing Secure Runtime Prompts
The application supports runtime security on Scenario, Version, Entity, and secondary
dimension intersections by relying on the order in which runtime prompts are
designed. For the business rule to apply Approvals security, the Oracle Hyperion
Calculation Manager designer must place runtime prompts for Scenario and Version
with Write or Approvals security before the Entity runtime prompt.
Runtime prompts for Version and Scenario members are filtered by write access when
Security in Calculation Manager is set to either Approvals or Write. Runtime prompts
for Entities with the Security set to Approvals are filtered according to the last
Scenario/Version that is displayed before the Entity runtime prompt. If either the
Scenario or Version runtime prompt does not exist, Entities are filtered by write
access.
Runtime prompts for other dimensions with Security set to Approvals are considered
to be secondary dimensions and are filtered according to the last Scenario/Version/
Entity that displays before that runtime prompt.
So, for runtime prompts using Approvals security defined in this order:
Scenario1: Version2: To_Entity1, Scenario2: Version1, To_Entity2, To_Product
Runtime prompts are filtered as follows:
•
To_Entity1 is filtered by the combination—Scenario1: Version2
•
To_Entity2 is filtered by the combination—Scenario2: Version1
•
To_Product is filtered by the combination—Scenario2, Version1, To_Entity2,
To_Product
For example:
Fix (FY11, Jan,{EntitySalesByCountry},{MyScenario2},{MyVersion2})
Fix ({MyProduct},{MyCountry})
{ToAccount} = {FromAccount} * 2;
ENDFIX
Accessing More Administrative Tasks 16-127
Administering Rules
Endfix
Note:
If the business rule designer omits an approval unit dimension from the list of
runtime prompts (for example, the runtime prompt does not include a
Scenario or Entity), then Approvals security is not applied and the hierarchy is
filtered by write access.
See About Runtime Prompts and Approvals Security.
Using Groovy Rules
Oracle supports the creation of business rules written in the Groovy scripting
language. Groovy business rules allow customers to design sophisticated rules that
solve use cases that normal business rules cannot solve; for example, rules to prevent
users from saving data on forms if the data value is above a predefined threshold.
Groovy rules are created in Oracle Hyperion Calculation Manager and then they can
be executed from any place that a calc script rule can currently be executed in the
application; for example, on the Rules page, within the context of a form, the job
scheduler, in dashboards, in task lists, and so on. Groovy rules are also supported in
rulesets. You can have a combination of calc script rules and Groovy rules within a
ruleset.
Oracle supports two types of Groovy rules:
•
Rules that can dynamically generate calc scripts at runtime based on context such
as the runtime prompts, the current grid, and so on, and return the calc script
which will then be executed against Essbase. An example of this is to calculate
expenses for projects only for the duration (start and end dates) of the project.
Another example is the trend-based calculation in Financials which restricts the
calculation to the accounts available on the form. The same calculation can then be
used for various forms in Revenue, Expense, Balance Sheet, and Cash Flow. This
allows for optimization of calculation and reuse.
•
Pure Groovy rules that can, for example, perform data validations and cancel the
operation if the data entered violates company policies.
Note:
Any Groovy script that returns a string is considered as returning an Essbase
calc script which will be executed against Essbase. Avoid using strings as the
final value of the last statement unless it is a calc script that you wish to
execute after the Groovy script launches successfully.
For information about creating Groovy rules, see "Creating a Groovy Rule" in
Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.
To open Groovy Javadocs, click Groovy Javadocs in the Administer section in Oracle
Enterprise Planning and Budgeting Cloud Academy. To access the Academy, sign into
a service instance, and then click Academy.
16-128 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Rules Security
Administering Rules Security
Related Topics:
Assigning Access to Rules
Adding, Editing, and Removing Access to Rules
Assigning Access to Rules
To assign access to rules:
1. Click the Navigator icon
, and then under Create and Manage, click Rules
Security.
2. Under Business Rule Folders, select the folder containing the rules, and then select
the rules.
3. Click
.
4. Add, edit, or remove access.
See Adding, Editing, and Removing Access to Rules.
Adding, Editing, and Removing Access to Rules
You can specify which users and groups can access the selected rule.
To assign, edit, and remove access permissions to rules:
1. Click the Navigator icon
, and then under Create and Manage, click Rules
Security.
2. Under Business Rule Folders, select the folder containing the rules, and then select
the rules.
3. Click
.
4. Perform a task:
•
To add access, click
groups.
, and then select from the list of available users and
For Type of Access:
–
Select Launch to allow the selected users and groups to launch the selected
rules.
–
Select No Launch to prevent the selected users and groups from launching
the selected rules.
, and then select the applicable Type of Access.
•
To edit access, click
•
To remove access, select the users or groups for which to remove access, and
then click
.
Accessing More Administrative Tasks 16-129
Administering Smart Lists
Administering Smart Lists
Related Topics:
Working with Smart Lists
Adding or Changing Smart List Properties
Adding or Changing Smart List Entries
Previewing Smart Lists
Displaying #MISSING with Smart Lists
Working with Smart Lists
Administrators use Smart Lists to create custom drop-down lists that users access
from form cells. When clicking in cells whose members are associated with a Smart
List (as a member property), users select items from drop-down lists instead of
entering data. Users cannot type in cells that contain Smart Lists. Smart Lists display
in cells as down arrows that expand when users click into the cells.
Perform these tasks to create and administer Smart Lists:
•
Define Smart Lists, described here.
•
Associate Smart Lists with members.
•
Select dimensions for which Smart Lists are displayed.
•
Optionally:
–
Use Smart List values in member formulas.
–
Set how #MISSING cells associated with Smart Lists display in forms.
–
Synchronize Smart Lists in reporting applications
To create or work with Smart Lists:
1. Click the Navigator icon
, and then under Create and Manage, click Smart
Lists.
2. Perform one action:
.
•
To create a Smart List, click
•
To change a Smart List, select it and click
.
Note:
For descriptions of the Smart List properties, see Adding or Changing Smart
List Properties.
16-130 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Smart Lists
•
To delete Smart Lists, select them, click
, and then click OK. Deleting Smart
lists also deletes any associated mappings with dimension members and
reporting applications.
Data cells can display only one Smart List. If multiple Smart Lists intersect at
cells, set which one takes precedence.
•
Optional: Click
to synchronize Smart Lists between an application that
uses Oracle Hyperion Planning application administration and a reporting
application. See Synchronizing Smart Lists in Reporting Applications.
Adding or Changing Smart List Properties
Use the Edit Smart List Properties tab to set Smart List properties.
To set Smart List properties:
1. Click the Navigator icon
, and then under Create and Manage, click Smart
Lists.
2. Select a Smart List and click
.
3. Define Smart List properties on the Properties tab:
Table 16-32
Smart List Properties
Property
Description
Smart List
Enter a unique name containing only
alphanumeric and underscore characters
(for example: Position) and no special
characters or spaces. Smart List names can
be referenced in formula expressions.
Label
Enter the text to display when the Smart
List is selected. Spaces and special
characters are allowed.
Display Order
How Smart Lists are sorted in the dropdown list: by ID, Name, or Label
Accessing More Administrative Tasks 16-131
Administering Smart Lists
Table 16-32
(Cont.) Smart List Properties
Property
Description
#MISSING Drop-Down Label
Enter a label (for example, "No
Justification") to be displayed as an entry in
the Smart List whose value is #MISSING.
Note the following:
•
•
•
#MISSING Form Label
It displays as the first selection in the
Smart List drop-down, allowing
#MISSING as a selection in the form.
When the cell is not in focus, this label
displays only if Drop-Down Setting is
selected in the next option. Otherwise,
#MISSING or a blank cell is displayed,
depending on the Display Missing
Values As Blank selection for the
form.
#MISSING labels determine only the
display of cells with #MISSING data;
#MISSING remains the stored value.
Determines how #MISSING values are
represented in cells associated with Smart
Lists. Options:
•
•
Drop-Down Setting—Displays the
label set in #MISSING Drop-Down
Label.
Form Setting—Displays #MISSING or
leaves cells blank, depending on the
Display Missing Values As Blank
selection for the form. This selection
determines what is displayed in the
cell when it is not the focus. When the
cell is in focus, the Smart List item that
is selected from the drop-down is
displayed.
Automatically Generate ID
Generate a numeric ID for each Smart List
entry. If you do not select this option, you
can customize Smart List ID values.
Create from Members
Create a Smart List based on dimension
hierarchies. Smart List values are
dynamically updated when members are
updated.
Note: User security for the dimension is
honored for Smart Lists created from the
dimension's hierarchy.
Member Selection
4. Click Save.
5. Select Entries.
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Administering Smart Lists
Use the Entries tab to define selections on Smart Lists. See Adding or Changing
Smart List Entries.
Adding or Changing Smart List Entries
Use the Entries tab to define the selections in the Smart List.
To define Smart List entries:
1. Click the Navigator icon
Lists.
2. Select a Smart List and click
, and then under Create and Manage, click Smart
.
3. On Entries, define drop-down list items:
•
For first items only: enter information into the first row.
•
To add an item, click
•
To delete an item, select it and click
•
To edit an item, change the information in its row:
Table 16-33
and enter the information.
.
Smart List Entries
Entry Property
Description
ID
Unique number that sets the order for the
displayed entry. Customizable only if
Automatically generate ID is not
selected on the Properties tab
Name
Unique alphanumeric name containing
alphanumeric and underscore characters
(for example: Customer_Feedback) and
no special characters or spaces
Label
Displayed text for the Smart List entry on
the drop-down list (for example:
Customer Feedback).
Note:
Items highlighted in red are duplicates.
4. Click Save.
Use the Preview tab to preview the defined Smart List. See Previewing Smart Lists.
Previewing Smart Lists
Preview the defined Smart List on the Preview tab. The tab shows the Smart List as
displayed in a drop-down list or a table.
To preview a Smart List:
Accessing More Administrative Tasks 16-133
Administering Task Lists
1. Click the Navigator icon
, and then under Create and Manage, click Smart
Lists.
2. Select a Smart List and click
.
3. Click Save.
Displaying #MISSING with Smart Lists
Administrators set values displayed in Smart Lists and data cells, including the
display when no data is in the cell. Cells can display no value, #MISSING, or (for cells
associated with Smart Lists) a specified value.
Use these options to control the display of #MISSING when cells are not in focus:
Table 16-34
Display Options for #MISSING
Option
Guideline
Blank
When designing forms, select Display
Missing Values as Blank.
When setting Smart List properties, select
Form Setting.
#MISSING
When designing forms, do not select Display
Missing Values as Blank.
When setting Smart List properties, select
Form Setting.
A custom label, such as "No Change"
When setting Smart List properties, enter the
custom label in the #MISSING Drop-Down
Label field (for example, No Change). Select
Drop-Down Setting.
Administering Task Lists
Task lists guide users through the planning process by listing tasks, instructions, and
end dates. Administrators and interactive users create and manage tasks and task lists.
•
Working with Task Lists
•
Adding Instructions to Task Lists
•
Adding Tasks to Task Lists
•
Editing Task Lists
•
Assigning Access to Task Lists
Working with Task Lists
Task lists organize groups of tasks for users. You must create task lists before creating
tasks.
To create and rename task lists:
16-134 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Task Lists
1. Click the Navigator icon
, and then under Create and Manage, click Task
Lists.
2. Perform a task:
•
To create a task list, click
.
•
To rename a task list, select the task list, then click
•
To move a task list, select the task list, then click
•
To remove a task list, select the task list, then click
.
.
.
3. Click OK.
To define the task list, see:
•
Adding Instructions to Task Lists.
•
Adding Tasks to Task Lists.
Adding Instructions to Task Lists
To add instructions to task lists:
1. Click the Navigator icon
, and then under Create and Manage, click Task
Lists.
2. For Task List, select the task list to modify, and then click
.
3. Click the Instructions tab.
4. Enter instructions for the task list.
5. Click Save, and then click Close
Adding Tasks to Task Lists
You can set completion dates and alerts for tasks that users perform at runtime. You
can also set up email messages, for example, to alert users that a task was not
completed by its end date. Alert messages are sent after an "alert date" that you set,
and are repeated until the end date is reached for a task.
To add tasks to task lists:
1. Click the Navigator icon
Lists.
, and then under Create and Manage, click Task
2. Perform a task:
, and then entering a name.
•
Define a task list by clicking
•
Modify a task list to add a new task by selecting it, and then clicking
.
Accessing More Administrative Tasks 16-135
Administering Task Lists
3. Click
.
4. For Task, enter a task name.
5. From Type, select the kind of task you are creating and what it should enable users
to do. For example, if you are creating a task that enables administrators to modify
all dimensions at runtime, select Dimension Editor.
Specify the information required for the task type using this table:
Table 16-35
Task Information
Task Type
Action
URL
Opens a specified URL
Enter a fully qualified URL to associate
with this task, such as http://
www.company_name.com, and then go to
step 6.
Form
Opens a form
Select the form for users to complete, and
then go to step 6.
Optional: Select Set Page Member
Defaults to select the member from each
dimension to display as the default when
the task is first opened. After you select this
option, you can select the members for the
page dimensions. The page member
defaults apply until a user updates the form
and returns to the task in another session.
Where page member defaults are set, they
override the most recently used settings in
each session.
Business Rule
Launches a business rule
Perform these tasks:
•
•
•
Manage Approvals
From Cube, select the cube associated
with the business rule to execute.
From Business Rules, select the
business rule to execute.
Go to step 6.
Starts the review process with a specified
scenario and version
Specify the scenario and version in which
the user can start the approvals process,
and then go to step 6.
Descriptive
Enables administrators to add a task with
no task properties.
Copy Version
Copies the current form’s data, including
supporting detail, annotation, cell text, and
cell documents, for the specified source and
destination versions
Select values for Scenario, Copy From, and
Copy To, and then go to step 6.
16-136 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering Task Lists
6. For Duration, enter how long you expect it will take to complete the task. For
example, if you think the task will take two weeks, enter 2 in the first field and
select week(s) in the second field.
7. To ensure that the task is started on a certain date and then completed by a certain
date, perform these tasks:
, and then use the calendar to specify the year, month,
day, and time by which the task must begin.
a. For Start Date, click
b. For End Date, click
, and then use the calendar to specify the year, month,
day, and time by which the task should be completed.
To send email messages that prompt users to finish uncompleted tasks, select
Repeat Every, and then specify how often to send these emails, such as once a
day.
8. To send email messages that prompt users that the date by which they must
complete the task is approaching, select Alert, and then:
to use the calendar to specify the date and time on which to start
sending alert reminders.
a. Click
b. Click Repeat Every and specify the frequency for email reminders.
For example, if a task's end date is June 9 2014 at 5 PM, and you want to remind
users once a day starting the week before the task is due, select June 2 2014 at 5 PM,
enter 1, and then select Weeks.
9. To make task completion dependent on completing another primary task, click
next to Dependency, select the primary task, and then click OK.
10. In the Instructions pane to the right, enter information that explains how to
complete the task. Use the formatting buttons to customize the information. For
example, you can modify the font, font size, and layout (as bullet points or
numbered steps, for example).
11. Click Save and then click OK.
Editing Task Lists
Related Topics:
Editing Tasks
Copying and Moving Tasks
Moving and Reordering Task Lists
Clearing Task Lists
Deleting Tasks and Task Lists
Editing Tasks
Use the Edit Task dialog box to modify the type of task, its instructions, the end date
and alert date, and email reminder messages.
Accessing More Administrative Tasks 16-137
Administering Task Lists
To edit tasks:
1. Click the Navigator icon
, and then under Create and Manage, click Task
Lists.
.
2. Select a task list, and then select
3. Select a task, and then select
.
4. In Edit Task:
•
Modify the task name.
•
Select another task type.
•
Optional: Modify the values for Duration, Start Date, End Date, Alert, and
Dependency options.
For descriptions of the various options, see Adding Tasks to Task Lists.
5. For Task - Instructions, modify instructions for completing the task.
6. Click Save.
Copying and Moving Tasks
To copy or move tasks:
1.
Click the Navigator icon
Lists.
2.
Perform an action:
, and then under Create and Manage, click Task
To copy tasks:
.
a.
Select a task list, and then select
b.
Select the task to copy, and then click Save As.
c.
Enter the name for the new task list, and then click OK.
To move tasks:
a.
Select a task list, then select
.
b.
Select a task, and then click
.
c.
Select the task that will be a child of another task, and then select
d.
Select the task that will be the parent task, and then select
e.
Click Save.
To cut and paste tasks:
a.
Select a task list, and then click
.
16-138 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
.
.
Administering Task Lists
b.
Select a task, and then click
.
c.
To move the task to a new position, select the task to appear above it.
d.
Click
e.
Click OK.
.
Moving and Reordering Task Lists
To move or reorder task lists:
1.
Click the Navigator icon
Lists.
2.
Perform a task:
, and then under Create and Manage, click Task
To move a task list:
a.
Select a task list, and then click
b.
Select the destination folder.
c.
Click OK.
.
To reorder task lists:
a.
Select a task list.
b.
Click
or
.
Clearing Task Lists
After a task list is completed, you can clear the completion status, end dates, and alerts
for all tasks within a selected task list. This allows tasks to be reused for a future
planning period.
Alerts are enabled only when task lists contains end dates. Clearing task lists disables
alerts by clearing the check boxes for end dates. It does not delete the dates.
To clear task lists:
1. Click the Navigator icon
, and then under Create and Manage, click Task
Lists.
2. Select the task list you want to clear, and then click
.
3. In the Clear drop-down list, select an option:
•
Completion Status—Clears completion status only
•
Due Dates and Alerts—Clears any alerts that are enabled, based on the end
date set for the task
•
Both—Clears completion status, end dates, and alerts
4. Click
.
Accessing More Administrative Tasks 16-139
Administering Task Lists
5. Click OK.
Deleting Tasks and Task Lists
To delete tasks and task lists:
1. Click the Navigator icon
Lists.
, and then under Create and Manage, click Task
2. Perform a task:
•
To delete a task, select the task list with the task to delete, and then click
Select the tasks to delete, and then click
•
.
.
To delete a task list, select the task list to delete, and then select
.
3. Click OK.
Assigning Access to Task Lists
You can determine who can view and modify task lists. By default, administrators can
manage and assign access permissions for task lists.
Note:
Being assigned to a task list means being able to access and complete tasks in
the task list. It does not mean being able to assign tasks to someone else.
•
Adding Access to Task Lists
•
Changing and Removing Access to Task Lists
Adding Access to Task Lists
To assign access to task lists:
1. Click the Navigator icon
, and then under Create and Manage, click Task
Lists.
2. Select the task list to modify.
3. Click
.
4. Click
.
5. Select the users or groups to access the task list.
•
Click Users to display all user names; click Groups to display all groups.
•
If there are multiple pages of users and groups, type the page number to go to
in Page, and click Go.
•
Click Start or End to navigate to the first or last page.
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Setting User Preferences
•
Click Prev or Next to move to the previous or next page.
6. For Type of Access, select how users or groups can use the task list:
•
Assigned—View and use
•
Manage—Modify
•
Manage and Assign—View, use, and modify
•
None—No access
7. Click Add.
8. Click Close.
Changing and Removing Access to Task Lists
To change or remove access to task lists:
, and then under Create and Manage, click Task
1.
Click the Navigator icon
Lists.
2.
Select the task list to modify, then click
3.
Perform a task:
.
To change access to task lists:
a.
Select users or groups, and click
b.
For Type of Access, select:
c.
.
•
Assigned—View and use
•
Manage—Modify
•
Manage and Assign—View, use, and modify
•
None—No access
Click Set.
To remove access to task lists:
4.
a.
Select the user or group, and click
b.
Click OK.
.
Click Close.
Setting User Preferences
Administrators specify defaults for the current application. However, users can
override these application defaults by setting preferences on the Preferences page.
To set user preferences:
Accessing More Administrative Tasks 16-141
Administering Variables
1. Click the Navigator icon
, and then under Create and Manage, click
Preferences.
2. Perform an action:
•
Select Application Settings to manage email options, specify alias settings, set
options for approvals, and specify out of office settings.
•
Select Display Options to set number formatting, remember selected page
members, allow a search if the number of pages exceeds a number you specify,
set member indentation, use consolidation operators, partial grid fetch, specify
date formats, enable high contrast, and to add a user image.
•
Select Printing Options to specify how pages are printed. You can select from
print options such as data format, applying precision, including supporting
detail, and showing account annotations, comments, attribute members, and
currency codes.
•
Select User Variables Options to limit the number of members that display on
a form by setting a user variable. See Working with User Variables.
3. To restore application defaults, select Use Application Default where available.
Administering Variables
Related Topics:
Working with Substitution Variables
Working with User Variables
Working with Substitution Variables
Related Topics:
About Substitution Variables
Creating and Assigning Values to Substitution Variables
Deleting Substitution Variables
About Substitution Variables
Substitution variables act as global placeholders for information that changes
regularly. For example, you could set the current month member to the substitution
variable CurMnth so that when the month changes, you need not update the month
value manually in the form or the report script. You create and assign values to
substitution variables within the application. These substitution variables are then
available in the application when you select members for a form.
For more information about selecting substitution variables, see Selecting Substitution
Variables as Members.
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Administering Variables
Note:
If you migrated an application that uses Global variables, you can view, but
not edit, them in the application.
Creating and Assigning Values to Substitution Variables
To create a substitution variable and assign values to it:
1. Click the Navigator icon
, and then under Create and Manage, click Variables.
2. Select the Substitution Variables tab.
3. Click
.
4. On the Add Substitution Variable page, select the Cube.
5. For Name, enter the name of the substitution variable (up to 80 characters).
6. For Value, enter a value for the substitution variable (up to 255 characters).
You can specify a range of values when defining substitution variables; for
example, FY16:FY18.
Note:
You can define a substitution variable range for base members and parent
members. For base members, you can use a single colon (:) or a double colon
(::) as delimiters; for example, SunEnT 110::111. However for parent
members, you can only use a single colon (:).
7. Click OK.
Deleting Substitution Variables
To delete substitution variables:
1. Click the Navigator icon
, and then under Create and Manage, click Variables.
2. Select the Substitution Variables tab.
3. Select the substitution variable to delete.
4. Click Actions, then select Delete.
5. Click Yes.
Working with User Variables
Related Topics:
About User Variables
Managing User Variables
Creating User Variables
Accessing More Administrative Tasks 16-143
Administering Variables
Setting Limits for User Variables on Forms
Deleting User Variables
About User Variables
User variables act as filters in forms, enabling planners to focus only on certain
members, such as a department. Before you can associate a user variable with a form,
you must create the user variable. When you create forms with user variables,
planners must first select values in preferences for the variable before opening forms.
Afterward, planners can change the variable on the form only if it is a dynamic user
variables. Otherwise, they must continue to set the variable in preferences. For
example, if you create a user variable called Division, planners must select a division
before working in the form.
Tip:
Attributes are another way to filter forms. But instead of explicitly filtering by
an attribute (like Red), you can create a user variable for the attribute
dimension, and then use the user variable as the filter. Then you can enable
the user variable as a dynamic user variable which allows users to change the
value of the filter at runtime. This is a useful technique that allows for
dynamic filtering. For information about attributes, see Working with
Attributes.
The first time planners select a variable for a form, they do so in preferences.
Afterward, they can update the variable in preferences or in the form. For information
about selecting user variables as members, see Selecting User Variables as Members.
Managing User Variables
You can set user variables to limit the number of members displayed on a form,
helping users focus on certain members. For example, if you create a user variable
called Division for the Entity dimension, users can select a member for their own
division. You can create any number of user variables for each dimension (including
attribute dimensions), and select user variables for any axis in the form. See Defining
Simple Form Page and Point of View.
The typical sequence of steps:
1.
If necessary, create the appropriate parent-level members in the dimension
outline.
2.
Define user variables for each dimension you want users to be able to filter
(including attribute dimensions).
See Creating User Variables.
3.
When designing the form, associate the user variable with the form.
See Selecting User Variables as Members.
4.
Instruct users to select a member for the user variable associated with the form.
Before users can open forms that have user variables, they must select a member
for User Variable Options in preferences. After selecting an initial value, they can
change it in the form or in preferences. See Working with Planning for Oracle
Planning and Budgeting Cloud.
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Administering Variables
Creating User Variables
To create user variables:
, and then under Create and Manage, click Variables.
1. Click the Navigator icon
2. Select the User Variables tab.
3. Click Actions, then select Add.
4. In the User Variables window, for Dimension Name, select the dimension for
which to create a user variable (including attribute dimensions).
5. For User Variable Name, enter the name of the user variable.
6. Optional: Select Use Context to allow user variables to be used in the Point of
View. With this setting, the value of the user variable changes dynamically based
on the context of the form.
7. Click OK.
You can now associate the user variable with a form. See Selecting User Variables
as Members. You can also set limits for user variables on forms. See Setting Limits
for User Variables on Forms.
Afterward, planners can select members for the user variable. See Working with
Planning for Oracle Planning and Budgeting Cloud.
Setting Limits for User Variables on Forms
You can limit which members users can see or select on individual forms by limiting
their member selections for a user variable. The user variable limit applies the
restriction to all Planners at the form level, regardless of their access permissions. In
addition to setting the limits by members, administrators can select limits by function
(for example, "IChildren(Existing Employees)".
To set up user variable limits:
1.
During form design, select Enable Dynamic User Variables to allow dynamic
user variables in the form.
See Setting Form Precision and Other Options.
2.
Create a user variable.
See Creating User Variables.
3.
In the User Variable Definition field on the Variables page under the User
Variables tab, click
, and add or remove members to set limits.
To select members by function, click
4.
and select from the available options.
In the form designer, assign the user variable to the page axis.
See Defining Simple Form Page and Point of View.
Deleting User Variables
To delete user variables:
Accessing More Administrative Tasks 16-145
Clearing Cell Details
1. Click the Navigator icon
, and then under Create and Manage, click Variables.
2. Select the User Variables tab.
3. Select the user variable to delete.
4. Click Actions, then select Delete.
5. Click Yes.
Clearing Cell Details
You can clear these cell details for a cube: account annotations, supporting detail, cell
text, and cell-level documents. For information on creating and viewing account
annotations, supporting detail, cell text, and cell-level documents, see Working with
Planning for Oracle Planning and Budgeting Cloud.
Note:
•
You cannot delete approval unit annotations.
•
Because this function is for administrators and interactive users, the
application assumes that you have full access to details you delete.
To clear cell details:
1. Click the Navigator icon
, and then under Actions, click Clear Cell Details.
2. For Cube, select a cube.
3. To select all dimensions in the cube, click Add All Dimensions.
Select members for the displayed dimensions.
4. Specify the type of information to delete by selecting at least one option from Clear
Options.
5. Select members for the data intersections:
a. In Dimension, select at least one dimension with details to delete.
. On the Member Selection page, make a
selection that includes the details to delete.
b. For displayed dimensions, click
Note:
For every dimension selected, you must select at least one member. If a
dimension is not selected, the application includes all its members when
clearing cell details.
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Copying Data
Caution:
To clear exactly the data you want, select at least one Account member and
members from all other dimensions. If you do not select at least one Account
member, no data is cleared, even if you select the Yes, set value to #Missing
option. If you do not select members from the other dimensions, all data for
the selected Account member is cleared across all other dimensions.
6. Optional: To select another dimension so you can select its members, click
.
7. Click Clear.
A Confirmation page displays your selections.
8. Click Finish to proceed, or Back to change your selections.
If Clear Cell Details is successful, data is deleted from the cube. If data is not
deleted successfully, a message is displayed. You can also check the log file.
9. Optional: To view the execution status of Clear Cell Details and review the
information that was deleted, view the Job . See Managing Jobs.
10. To clear cell details for another cube, select another cube in step 2, and repeat the
procedure.
Copying Data
You can copy plans from one dimensional intersection to another, including relational
data and supporting detail. For example, you can copy Budget, FY10, Final to Forecast,
FY11, First Draft.
Note:
•
Selected Copy Data settings are preserved for the current session only.
•
Copied dimension members must be present in the selected cubes.
•
Data must be copied into cells that can accept data. For example, you
cannot copy data into read-only or dynamic cells.
•
You can copy account annotations, supporting detail, and cell text. You
cannot copy approval unit annotations.
•
You cannot use this feature with attributes, so do not select attributes to
be copied.
•
Because this is an administrative function, the application assumes you
have full access to data you copy. You are not prevented from copying to
approval units that are approved.
•
This feature does not calculate data. To perform calculations, such as
increasing the forecast by 5%, apply the business rule after copying data.
•
For Copy Data to be successful, you must select at least one member for
Scenario, Account, Entity, Period, and Version dimensions.
Accessing More Administrative Tasks 16-147
Administering the Application Monitor
To copy data:
1. Click the Navigator icon
, and then under Actions, click Copy Data.
2. In Cube, select a cube.
Dimensions are displayed for this cube. You can only copy from one cube at a time.
3. In Copy Data Options, select the type of information to copy.
4. Under Static Dimensions, select the members for the data intersections:
a. For Dimension, select a dimension from which to copy.
to make a selection from which to copy. You can select
multiple members. You must select at least one member for Scenario, Account,
Entity, Period, and Version dimensions.
b. For Members, click
5. Optional: To add another static dimension to the list, click
members.
and select dimension
Note:
To remove a dimension, select Select Dimension. The dimension moves to the
Dimensions with Source and Destination area.
6. In Dimensions with Source and Destination, enter dimensions into which to copy
data.
In Source and Destination click
.
7. Click Copy Data.
Data is copied from one intersection to the other. If data is not copied successfully,
a message is displayed. You can also check the log file.
8. To copy data for another cube, select another cube in step 2, and repeat the
procedure.
Administering the Application Monitor
Related Topics:
About the Application Monitor
Assumptions
How the Application Monitor Works
Using the Application Monitor Graphs
Launching the Application Monitor
Modifying Artifacts for Optimal Performance
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Administering the Application Monitor
About the Application Monitor
The application monitor enables administrators, at design-time, to identify and resolve
design flaws before an application is placed in production (and on an ongoing basis, as
the application evolves with new members and data is added to the application) and
used by end users. Administrators can use the application monitor to evaluate the
following:
•
An entire application
•
Types of artifacts such as forms and approval units
•
Individual "cherry picked" artifacts
The application monitor identifies changes that administrators can make at designtime to resolve artifacts with design flaws, and provides easy access to the editors
required to modify them. At runtime, internal processes perform checks that may
deny system request if artifacts need to be modified. The application monitor
evaluates your application and artifacts based on the user an administrator selects.
This enables you to determine the potential problems that may occur at runtime given
the individual user's variables and security access as part of the analysis.
Assumptions
Oracle can only provide general guidelines about how to design your application and
artifacts to ensure reasonable performance. Oracle cannot specify precise value ranges
for artifacts and operations.
How the Application Monitor Works
The application monitor evaluates applications as follows:
•
At design-time—Analyzes the application or specific artifacts in terms of all
possible problems that could occur. To determine this worst possible situation,
suppression options (such as those used with forms) are ignored. The application
monitor provides information about how to fix the design flaws it encounters.
•
At runtime—Internal governors perform checks that may prevent users from
performing particular actions if the design flaws found are not resolved.
Use the application monitor to analyze the following:
•
Block storage cubes
•
Dimensions
•
Simple forms
•
Standalone business rules
•
Approval unit hierarchies
•
Reporting mappings
•
Export data functionality
Accessing More Administrative Tasks 16-149
Administering the Application Monitor
Using the Application Monitor Graphs
Artifacts that may cause performance issues and that should be modified are yellow,
and those that will cause performance issues and must be redesigned are red. Use the
pie graphs as follows:
•
Planning Artifacts Distribution —Depicts how much of your application is
comprised of various artifact types. Place your mouse over portions of the graph
to view how many artifacts of each type were analyzed by the application
monitor. For example, if you mouse over forms and the pop-up value is 55, then
55 forms were analyzed. Click each portion of the graph to view the compliance
status of each artifact type. This displays another pie graph that represents how
many artifacts of each type are in acceptable, warning, or error status.
Artifact Distribution Graph:
•
Filtered For <Artifact>—Click the graph portions that represent the artifact
status, and to view and drill down on artifacts with a particular status. For
example, to view information for only approval unit hierarchies in error status,
click the red portion of the graph.
Filtered Graph:
16-150 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Administering the Application Monitor
Launching the Application Monitor
To launch the application monitor:
, and then under Monitor and Explore, click
1. Click the Navigator icon
Application Diagnostics.
2. In Select User, click
to select the user whose settings you want to use to
perform the analysis, and then click
.
3. Perform a task:
•
A pie graph depicts the distribution of artifacts in the application. The lower
grid represents the integrity of all application artifacts. A status of fair and
poor indicate artifacts that you should or must modify for optimal
performance.
•
To analyze specific types of artifacts, such as forms or approval unit
hierarchies, select the slice for the type within the pie graph. For example, to
ensure that business rules are designed well and will not cause performance
issues, click the Business Rules slice of the pie graph. If a large portion of the
graph is fair or poor, you should modify your rules. More information about
all artifacts of that type display in the grid below.
•
To "cherry pick" and analyze one particular artifact, expand Search to find the
artifact by specifying its name, start date, end date, and type, select the artifact,
and then click
. Information about the artifact displays in the lower grid.
Tip:
For information about what the pie graphs display and how to drill down to
access more information, see Using the Application Monitor Graphs.
4. Click
or select Actions, and then Run Application Monitor.
Accessing More Administrative Tasks 16-151
Managing Approvals
5. If the View Details column does not display in the grid, select View, then
Columns, and then View Details. This also enables you to display or conceal
different types of artifact data.
in View Details. Then
click artifacts to launch editors that enable you to modify them.
6. To display information about how to fix artifacts, click
Modifying Artifacts for Optimal Performance
After reviewing the details provided by the application monitor that tell you how to
modify your artifacts, edit them as follows:
•
Simple forms—Clicking on the form artifact name launches the Form Designer in
a new tab. Edit forms as described in Administering Forms.
•
Business Rules—Clicking a business rule name launches the System View which
displays all application artifacts that you can access. You can perform tasks such
as:
–
Use the upper Rule Designer to view the individual components of the rule,
such as conditions, commands, and scripts. Click each component to modify
them in the lower portion of the page. You can also insert and remove
components like formulas, system templates, and scripts by dragging and
dropping them from the Rule Pallet and Existing Object panes to the left.
–
From Designer, select Edit Script to modify and format the script by
performing tasks such as inserting functions, editing templates, inserting
variables, inserting member ranges, use comments, and validate syntax.
–
Create, open, delete, and refresh artifacts, pages, and other documents.
–
Import and export business rules and other objects.
–
Determine how and where artifacts are used.
See Designing with Calculation Manager for Oracle Enterprise Performance
Management Cloud and Understanding Runtime Prompts.
•
Approval unit hierarchies—Clicking an approval unit hierarchy artifact name
launches the Approval Unit Hierarchy Designer in a new tab. Edit approval units
as described in Creating Approval Unit Hierarchies.
•
Cubes—Clicking the cube artifact name launches the Performance Settings tab of
the dimension editor in a new tab. Edit the dimensional outline or dimensional
sparsity as described in Administering Dimensions.
•
Reporting Mappings—Clicking the reporting mapping artifact name launches the
Report Mapping Designer in a new tab. Edit reporting mappings as described in
Defining Data Maps.
Managing Approvals
Related Topics:
About the Approvals Process
Defining the Approvals Process
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Managing Approvals
Starting and Supporting the Review Process
Printing Approval Unit Annotations
Creating Approval Status Reports
Approval Unit Promotional Path
About the Approvals Process
You can track budgets and review status, process issues, and approval unit ownership
using approval units. Budget cycle time is reduced:
•
Approval path is independent of organizational structure
•
Exceptions and problem areas are highlighted
•
Audit information includes annotations and process status
•
Reviews include annotations and comments
Related Links
•
About Approval Units
•
Approvals Process
•
Data Validation Rules
•
Task Lists
•
Setting Up Email for Approvals Notification
About Approval Units
An approval unit is the basic unit for preparing, annotating, reviewing, and approving
plan data. Approval units are combinations of scenario, version, and entity or part of
an entity. You can have one scenario/version combination per approval unit.
Scenarios and versions are the basis of the review cycle. Approval units submit
planning data for a scenario and version. For example, an approval unit might consist
of a version (Best Case), a scenario (Actual), and an entity (New York). Approval units
can also include secondary dimensions within any entity, refining the granularity of
an approval unit.
Approvals Process
The approval unit moves from one reviewer to another until the budget process is
complete. The review process follows the promotional path you set up when you
select the owner and reviewers for an approval unit, unless an event triggers a change
in the promotional path. Events that affect the promotional path include:
•
Exceeding or not reaching expense boundaries for budget items such as salaries,
new hires or capital equipment
•
The current owner returning the budget to the previous owner for additional
information
•
The current owner requesting help from an authorized user who is not necessarily
on the promotional path
Accessing More Administrative Tasks 16-153
Managing Approvals
The selected approvals template determines the first user to review the budget (see
Setting Approval Unit Hierarchy Name, Scope, and Template). The first user
completes the assigned tasks, then promotes (Bottom Up template) or submits
(Distribute template) the budget, which alerts the next owner that the budget requires
their attention. Other users may also be notified whenever the budget passes from one
user to another.
Each reviewer must validate the approval unit before sending the budget to the next
reviewer. The validation runs all data validation rules defined for the approval unit
with which the reviewer is working, and reports any data errors or changes in the
approval unit promotional path. See Modifying the Approval Unit Promotional Path.
Tip:
To display users' full names (instead of their user IDs) in Approvals, select the
option Display Users' Full Names, as described in Specifying System Settings.
Data Validation Rules
To implement business policies and practices, administrators can build data validation
rules that are checked when conditions are met in forms. Rules can generate validation
messages, enforce limits on submitted approval unit data, and designate a specific
reviewer or owner to review data that meets some condition.
For example:
•
Conditionalizing the approval unit promotional path
•
Preventing the promotion of approval units that include invalid data
When you design rules that affect the approval unit promotional path, you need to
understand the order in which these rules are evaluated and applied. For information
about designing data validation rules and expected outcomes, see Managing Data
Validation.
Task Lists
Task lists guide users through the planning process by listing tasks, instructions, and
end dates. Administrators and interactive users create and manage tasks and task lists.
See Administering Task Lists.
Setting Up Email for Approvals Notification
Approvals notification are enabled on the Application Settings page. After email
notification is enabled, users receive email when they become owners of approval
units, or are specified as a user to notify.
To enable approvals notification, see Setting Application Defaults.
Defining the Approvals Process
Related Topics:
Budget Process
Approval Operations and Data Validations
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Managing Approvals
Budget Process
The application supports bottom-up, distributed, or free-form budgeting. Typically,
high-level users start the approval units containing loaded data, and then delegate
data entry into the lowest-level members to their direct reports, who distribute to their
direct reports, and so on. Until a budget is distributed, users cannot access it.
To define the budget process, administrators define:
•
Approval unit hierarchies
•
Owners and reviewers of the approval unit hierarchies
•
Validation rules for evaluating submitted data
When a user submits budget data, the data is subjected to validation rules. If the data
passes the validations, the budget is promoted to the next owner, and the original user
cannot edit the data unless ownership is granted again. The submission process locks
the data from being edited by anyone except the current owner.
Approval Operations and Data Validations
During approvals operations that invoke data validations, user variables and context
user variables on the forms that are replaced with the distinct union of the result sets
of all possible inputs. User variables and context user variables on the POV will be
treated as a page.
Note:
To view the results of the user variable substitution, navigate to the data
validation report task list. You may need to purposely cause a validation to
fail on the form and then run a validation operation for the approval unit for it
to display on the report.
Starting and Supporting the Review Process
After administrators start the review process, the approval unit moves from one
reviewer to another until the budget process is complete. The selected approvals
template determines the first user to review the budget.
You can view and provide detailed status of the approval process using approval
status reports. See Creating Approval Status Reports.
To start the review process:
1. Click the Navigator icon
, and then under Workflow, click Manage Approvals.
2. In Scenario, select a scenario.
3. In Version, select a version.
4. Click Go to display the approval units associated with the selected scenario and
version combination.
The approval units displayed are enabled for approvals.
Accessing More Administrative Tasks 16-155
Managing Approvals
If no approval units are started with the selected scenario and version, this message
is displayed: You have not assigned Approval Unit Hierarchy to the selected
Scenario and Version combination.
5. In the upper-right corner of the page for View, select Tree View, and then in Plan
Cycle, click Start to begin the review process.
Note:
If the approval unit hierarchy uses the Bottom Up template, selecting Start
starts the approval unit and runs the Originate action. These actions set the
user defined as the approval unit owner in the approval unit hierarchy as the
current owner, and the approval unit status changes to Under Review.
6. Optional: Select Exclude to remove an approval unit from the planning process or
from being tracked in the system.
Caution:
After you exclude an approval unit, all associated annotations and history are
discarded. Approval unit status is returned to Not Started and the owner is
set to No Owner. Data values are retained.
Printing Approval Unit Annotations
Administrators can check approval unit status by reporting on annotations for a set of
scenarios, versions, and approval unit members. Reports can be based on process
status. The application name, selected scenarios, versions, and entities, approval unit
title, status, author, origin date, and annotations are displayed. Annotation text
displays chronologically, with the most recent entry first.
To create and print reports for approval unit annotations:
1. Click the Navigator icon
, and then under Monitor and Explore, click System
Reports.
2. Select Approval Unit, and then click Annotations.
3. Under Select Report Options, select the Scenario, Version, and Entity
combination for which you want to generate a report. If Custom is selected, click
to select the custom scenarios, versions, and entities.
4. Under Approvals Status, select status states.
5. Click Create Report.
6. Click Print
on the Adobe Acrobat toolbar.
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Managing Approvals
Creating Approval Status Reports
You can view detailed status of the approval process using approval status reports. All
users can access this report, however you will only see the approval units to which
you have write access.
Filters allow you to generate more focused reports. You can filter by:
•
Approval Status
•
Scenario
•
Version
•
Approval Unit Hierarchy
Approvals status reports provide the following information:
•
Approval Unit
•
Parent
•
Status and Sub-Status
•
Previous, Current, and Next Owner
•
Current Location
•
Total Value
•
Last Status Change Date
Sample Approval Status Report (PDF Format)
Accessing More Administrative Tasks 16-157
Managing Approvals
You can generate approval status reports in the following formats:
•
XSLX (Excel)
•
PDF
•
HTML
•
XML
To create approval status reports:
1. Click the Navigator icon
, and then under Monitor and Explore, click System
Reports.
2. Click Approval Unit, and then click Approval Status.
3. Make your selections:
•
Under Select Approval Status, select which states you'd like to view in the
report or select All.
•
Under Filters, select the Scenario and Version. Click
Member Selection dialog.
to open the
Note:
Filtering on Approval Unit Hierarchy is optional. Use this option if you want
to filter on a subset of an approval unit hierarchy.
•
Under Select Format, choose a file format (XSLX, PDF, HTML, or XML).
4. Click Create Report and select where to save the report.
Approval Unit Promotional Path
An approval unit moves from person to person and department to department based
on the owners and reviewers you assign to each approval unit and its parents in the
approval unit hierarchy.
There are two ways to affect the promotional path of an approval unit hierarchy:
•
Modify owners and reviewers for approval units and their descendants using
approvals actions (for example, Promote or Reject)
•
Use data validation rules to determine whether a change in the approval unit
promotional path is necessary
•
Modifying the Approval Unit Promotional Path
•
Design Considerations for Approval Unit Promotional Path Data Validation Rules
Modifying the Approval Unit Promotional Path
When you select an owner and reviewers for an approval unit and its parents, you set
the approval unit promotional path (see Approval Unit Promotional Path). Sometimes,
however, budget calculation results change the person who reviews the budget next.
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For example, if salaries for a sales group are more than 10% over the previous budget
year, approval from someone other than the next reviewer may be required. To
automate redirecting the budget in these cases, add conditions and actions to data
validation rules that test for these exceptions, and then modify the promotional path
when necessary. You can also use data validation rules to stop an approval unit from
passing to the next reviewer when data errors exist in the approval unit.
To modify the approval unit promotional path:
1. Create or select a data validation rule (see Managing Data Validation).
2. In the Data Validation Rule Builder, click
to create promotional path
conditions and specify the action taken when a budget calculation does not meet
these conditions.
3. Select one action:
•
Update Promotional Path to create a promotional path condition that adds
reviewers or owners to the promotional path if the condition you set is
triggered.
•
Do Not Promote to prevent promoting an approval unit to the next reviewer.
This action usually indicates invalid data in the budget.
4. In the Process Cell dialog box, beneath Approvals, click Add to add a promotional
path condition.
Promotional path conditions are processed in the order they are listed. Use the
and
to move them up or down within the list.
5. Optional: To duplicate a promotional path condition:
a. Select a promotional path condition, and then click Copy.
b. Select the promotional path condition that will precede the copied one in the
list, and then click Paste to add the copied promotional path condition.
6. Optional: Click Delete to remove a promotional path condition.
to select the approval
unit hierarchy and approval units the promotional path condition affects.
7. In Approval Unit Hierarchy and Approval Units, click
8. In Promotional Path Condition, specify the promotional path changes for the
approval units selected in Promotional Path Condition. Select:
a. In Position, specify where the promotional path changes for the approval units
selected in Approval Units. Select:
•
Before to insert the alternate owner or reviewer before ownership reaches
the approval units specified in Promotional Path Condition.
•
After to insert the alternate owner or reviewer after ownership reaches the
approval units specified in Promotional Path Condition.
•
Before and After to insert the alternate owner or reviewer before and after
ownership reaches the approval units specified in Promotional Path
Condition.
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b. In the Approval Units column of Promotional Path Condition, click
select the approval units the action selected in Position affects.
to
Note:
The selected approval units must be ancestors of the approval units selected in
the previous step. If you select approval units that are not ancestors, the
promotional path condition is not evaluated when the approval unit hierarchy
is validated.
9. In the Assign column, specify the role, user type, and the user or UDA for each
alternate owner, reviewer, and user to be notified if the rule exception occurs.
a. In Role, select:
•
Owner to select the alternate owner
•
Reviewer to select the alternate reviewer
•
Notified Users to select the user to be notified
b. In Type, select:
•
User Name to specify the alternate user
•
From UDA to select the dimension and to enter the prefix that was assigned
to the UDA
c. In Users, specify:
•
For User Name, the name of the alternate user or choose one from the user
selector
•
For From UDA, the dimension from the Select a Dimension drop down,
and then specify the prefix that was used in the UDA to indicate that the
UDA contains a user name (for example, ProdMgr:)
Note:
Ensure the prefix specified is the same as the prefix that was assigned while
creating the UDA, including any spaces. For instance, if there is a space
between the prefix and the username (ProdMgr Kim), ensure there is a space
after ProdMgr.
10. Optional: Provide messages for the users involved in the approval unit
promotional path changes:
a. Click
in:
•
Sender Message to enter the email message text sent to the user promoting
the approval unit when the promotional path changes.
•
In Reviewer Message to enter the email message text sent to the user
receiving the approval unit for review due to the rule exception.
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b. Click OK to save the messages.
The text you enter is added to the messages sent when the approval unit changes
status.
11. Click OK to save the promotional path conditions, and return to data validation
rule creation.
Design Considerations for Approval Unit Promotional Path Data Validation Rules
When you design rules that affect the approval unit promotional path, you need to
understand the order in which these rules are evaluated and applied. For information
about designing data validation rules and expected outcomes, see Managing Data
Validation.
Managing Approval Unit Hierarchies
Related Topics:
About Approval Unit Hierarchies
Working with Approval Unit Hierarchies
About Approval Unit Hierarchies
An approval unit hierarchy contains approval units and entities that are part of the
review process.
Parent/child relationships between approval unit hierarchy members affect the review
process:
•
When you promote or reject a parent, its children are promoted or rejected unless
they are Approved. The owner for the parent becomes the owner of the children.
•
When you approve a parent, its children are approved.
•
After all children are promoted to the same owner, the parent is promoted to the
owner.
•
When the status of all children changes to one status, for example Signed Off,
parent status changes to the same status.
You cannot change the status of a parent if its children have different owners. If the
children are promoted to, submitted to, or signed off by different users, the parent has
no owner and only budget administrators can change its status.
Working with Approval Unit Hierarchies
Use approval unit hierarchies to adapt the budgeting process to all types of
organizational requirements.
•
Approval units are a combination of the entity and other dimensions. For
example, if an application includes all of a company's products, the approval unit
hierarchy for North America can include dimensions and members appropriate to
products sold in North America. Similarly, the approval unit hierarchy for the
European division can include dimensions and members for products sold in
Europe. Within the same approvals hierarchy, Latin America entities can be
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enhanced using the Account dimension, creating approval units such as Entities
by HR, Entities by Capital Expenditures, and Entities by Revenue.
•
Use preset budgeting mode templates to create hierarchies that are bottom-up,
distributed, or free form.
•
Include dynamic links to dimensions based on generation numbers for the entity
dimension and the secondary dimension that is used. For example, automatically
add generations 0 to 3 in the entity or segment dimension to the approval unit
hierarchy. If a change occurs in the dimension, the approval unit hierarchy can be
easily updated.
•
Import and export approval unit hierarchies.
•
Create approval unit hierarchies that differ by scenario and version. For example,
the Budget scenario can have a large approval unit hierarchy consisting of
departments, accounts, and products, while the Forecast has a simpler process
organization with fewer levels of approval.
Related Links
•
Creating Approval Unit Hierarchies
•
Selecting Approval Unit Hierarchy Scenario and Version
•
Editing Approval Unit Hierarchies
•
Deleting and Renaming Approval Unit Hierarchies
•
Viewing Approval Unit Hierarchy Usage
•
Synchronizing Approval Unit Hierarchies
•
Exporting Approval Unit Hierarchies
•
Importing Approval Unit Hierarchies
Creating Approval Unit Hierarchies
Entity is the primary dimension for each approval unit hierarchy. As members are
added to the Entity dimension, the inclusion rules you create determine whether a
new member is part of the approval process. An administrator can also add members
to the hierarchy as exceptions to the approval unit hierarchy structure.
To create an approval unit hierarchy:
1. Click the Navigator icon
2. Click
, and then under Workflow, click Approval Unit.
.
Note:
The approvals dimension is set to Entity. There are no other choices.
3. Create the generic rule that defines which Entity members are included in the
approval process (see Setting Approval Unit Hierarchy Name, Scope, and
Template).
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4. Select the primary and subhierarchy members to include in the approval process
(see Selecting Approval Unit Hierarchy Members).
5. Assign owners and reviewers for each stage of the approval process and create the
approval unit promotional path (see Assigning Approval Unit Owners and
Reviewers).
6. Click Save.
Setting Approval Unit Hierarchy Name, Scope, and Template
To set up an approval unit hierarchy:
1. Click the Navigator icon
, and then under Workflow, click Approval Unit.
2. Take an action:
•
To create a new hierarchy, click
.
•
To edit an existing hierarchy, select an approval unit hierarchy, and then click
.
3. Complete the Approvals Dimension details:
•
For Hierarchy Name, provide the approval unit hierarchy name.
•
Optional: For Description, provide a description.
•
In Enable Approvals, select:
–
All to add all approval units to the approval process.
–
None to include no approval units in the approval process by default.
To add approval unit groups or individual approval units to the approval
process, see Selecting Approval Unit Hierarchy Members.
–
Custom to define which approval units to include in the approval process.
You can add individual approval units and approval units based on
Parent member and generation criteria. See Selecting Approval Unit
Hierarchy Members.
•
•
For Approvals Template, select:
–
Bottom Up (see Bottom-Up Budgeting)
–
Distribute (see Distributed Budgeting)
–
Free Form (see Free-Form Budgeting)
For Cube, select the cube from which aggregated approval unit values are
derived.
See Assigning Approval Unit Owners and Reviewers.
4. Take an action:
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•
Click Next or select Primary and Subhierarchy Selection to select the
approval unit hierarchy members (see Selecting Approval Unit Hierarchy
Members).
•
Click Save and then OK to save changes and close the approval unit hierarchy.
Bottom-Up Budgeting
Data is input at the leaf member level (for example, children of Budget Group) and
consolidated by rolling data up the organizational hierarchy. When the budget is
started, data is populated for each scenario and user independently. The ownership
follows the hierarchy of approval in bottom-up mode. Users can view or edit data
based on access permissions defined for the approval unit. The topmost Budget Group
owner consolidates individually approved budgets into a final consolidated budget.
Distributed Budgeting
Budget data is entered at the leaf level of the organization, and ownership starts at the
top level of the organization. Ownership is then distributed down the organization
hierarchy. After ownership reaches the lower levels, budgets are submitted back to the
top through the approval process. The top budget group owner reviews, approves,
and loads the budgets for budgetary control, transaction control, and reporting.
Free-Form Budgeting
With free-form budgeting, data is input at the leaf member, and planners select the
next owner from a drop-down list. The free-form budgeting mode allows planners to
select the next owner from a drop-down list. Select this budget template if you are not
using the approvals features described in Creating Approval Unit Hierarchies.
Selecting Approval Unit Hierarchy Members
To select approval unit hierarchy members:
1. Take an action:
•
From Approvals Dimension, click Next or select Primary and Subhierarchy
Selection to continue defining an approval unit hierarchy.
•
Click the Navigator icon
, and then under Workflow, click Approval Unit.
Select an approval unit hierarchy, then click
Subhierarchy Selection to edit members.
, and then select Primary and
Note:
•
At any time during approval unit hierarchy member selection, you can
click Reset to Default Hierarchy to reset the approval unit hierarchy to its
default membership defined in the Approvals Dimension page.
•
Shared members are not displayed in the approval unit hierarchy.
2. Define how to display the approval unit hierarchy:
•
All Entities—Displays all potential approval units
•
Approval Units—Displays only enabled approval units
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•
Search—Searches approval units by Name, Alias, or Both.
Enter any part or all of a name in Search to locate an entity, then click
or
in the approval unit hierarchy.
•
To move from page to page in a multipage approval unit hierarchy, enter a
page number in Page and click Go, or click Start (first page), Prev (previous
page), Next, or End (last page).
3. Optional: For approval units not included in the default settings for the approval
process, check the box to the left of the approval unit name to include the approval
unit in the approval process.
4. Optional: Right-click an approval unit name to define subhierarchy members for
the approval process, and then select one option:
•
Include Children to include the children of the approval unit.
•
Include Member to include just the approval unit, but none of its descendants.
•
Include All Descendants to include all descendants of the approval unit.
•
Include Generation to include one or more approval unit generations. Specify
the generations to include when prompted.
•
Exclude Children to exclude the children of the approval unit.
•
Exclude Member to exclude just the approval unit, but none of its
descendants.
•
Exclude All Descendants to exclude all descendants of the approval unit.
•
Exclude Generation to exclude approval unit generations. Specify the
generations to exclude when prompted.
5. Optional: Add a secondary dimension to an approval unit included in the
approval process to provide finer granularity:
a. Select a dimension from Dimension.
to display the member selection window, and
then select one member as the parent member for that dimension.
b. In Parent Member, click
c. In Relative Generation, specify the parent-member generations to include.
Adding a generation adds all members of that generation to the approval
process.
d. Check Auto Include to automatically include newly-added members to the
approval unit hierarchy that meet the selected criteria.
under Selected Members for the approval unit to refine
the members it includes. Clear the check box next to any member you want to
remove.
e. Optional: Click
6. Take an action:
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•
Click Next or select Assign Owners to specify approval unit ownership (see
Assigning Approval Unit Owners and Reviewers).
•
Click Save and then OK to save changes and close the approval unit hierarchy.
Assigning Approval Unit Owners and Reviewers
Approval unit ownership is inherited from the approval unit parents. Approval unit
reviewers are also inherited. You can also explicitly specify approval unit owners and
reviewers to assign owners and reviewers other than those approval units inherit.
To assign approval unit reviewers and owners:
1. Take an action:
•
From Primary and Subhierarchy Selection, click Next or select Assign
Owners to continue defining an approval unit hierarchy.
•
Click the Navigator icon
, and then under Workflow, click Approval Unit.
Select an approval unit hierarchy, click
specify approval unit ownership.
, and then select Assign Owners to
2. Select an approval unit, then under Owner, click
to select an owner.
An approval unit can have only one owner. Either a user or a group can be the
owner. Select the Users tab to assign an individual user as the owner. Select the
Groups tab to assign a group as the owner. See About Group-based Approvals.
3. Under Reviewer, click
and select approval unit reviewers.
Reviewers can be individual users, a single group, or multiple groups. Select the
Users tab to assign individual users as reviewers. Select the Groups tab to assign a
single group or multiple groups as the reviewer. See About Group-based
Approvals.
Note:
When using the Bottom Up or Distribute template, if the reviewers are
individual users, select the reviewers in the order you want them to review
the approval unit. The first reviewer in the list is the first user to work on the
approval unit. When the first reviewer promotes or submits the approval unit,
the second reviewer selected becomes the approval unit owner, and so on
through the list of reviewers you create.
4. To enable viewing the aggregated value of approval units during approvals, under
Value Definition Members, click
unit dimensions.
to define the intersection of non-approval
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Note:
•
For non-approval unit dimensions: To view aggregated approval unit
values, on Member Selection, you must select one member for each nonapproval unit dimension in the cube selected on the Approvals
Dimension tab. If you do not select members for the non-approval unit
dimensions, the aggregated approval unit value is blank.
•
For approval unit dimensions: Value definition members specified for a
parent member in the approval unit hierarchy are inherited by the
descendants of that member. If value definition members are selected for
both a parent and child member of an approval unit dimension, then the
child's selection takes precedence. For example, you select a value
definition member for both the parent US and its child, Western Region;
the value definition member for Western Region takes precedence. At
runtime, the Entity, Scenario, Version, and secondary dimension members
specified in the approval unit hierarchy are selected.
•
In Standard multicurrency applications: In Preferences, users set the
Reporting Currency in which to display the aggregated approval unit.
See Working with Planning for Oracle Planning and Budgeting Cloud. To
ensure that totals are correct, remind users to launch the Currency
Conversion business rule.
Note that in Standard multicurrency applications, the reporting currency
is assumed, so you do not select a value definition member for currency.
5. Under Promotional Path, click
to display the approval unit promotional path,
verify that it is correct, and then correct any errors.
6. Under Notify These Users, click
to select the users to notify for each move of
the approval unit from one user to another.
7. Optional: Repeat Steps 2 through 6 for other approval units to change their
inherited owners or reviewers.
8. Click Save to save your work and continue, or click OK to save your work and
close the approval unit hierarchy.
About Group-based Approvals
When assigning approval unit owners, you can assign individual users, or you can
assign a group. When assigning approval unit reviewers, you can assign individual
users, a group, or multiple groups.
See the following topics for more information:
•
Assigning a Group as the Owner
•
Assigning a Group or Groups as the Reviewer
Assigning a Group as the Owner
Only one user or one group can be assigned as an owner of an approval unit. Within a
group, any user can become the owner, but only one user can be the owner at a time.
Only the user assigned as an owner can perform actions. Other group members can
take ownership away from the current owner. If no one is assigned as the owner, then
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anyone in the group can perform actions on behalf of the group without having to first
claim ownership.
Assigning a Group or Groups as the Reviewer
If you select individual users as reviewers, all users must approve, and the approvals
must follow the order in which the users are entered. If you select a group (or groups)
as a reviewer, any user within the group can be the reviewer and can promote to the
next level.
The following are some examples of how you can enter multiple reviewers:
Example 16-1
Example 1
North America - Bill
USA - Nick, Sandy, Kim
CA - John
The approval path is John, Nick, Sandy, Kim, Bill.
Example 16-2
Example 2
North America - Bill
USA – {Group A}
CA - John
The approval path is John, any user in Group A, Bill.
Example 16-3
Example 3
North America – {Group B}, Bill
USA – Susan, {Group A}
CA - John
The approval path is John, Susan, any user in Group A, any user in Group B, Bill.
Example 16-4
Example 4
North America – {Group B}, Bill
USA – Susan, {Group A}
CA - John
**A validation rule indicates that if New Hires > 4, then before USA, set {Group HR}
as reviewer.
If the condition is true for the CA approval unit, then the path is: John, any user in
Group HR, Susan, any user in Group A, any user in Group B, Bill.
Selecting Approval Unit Hierarchy Scenario and Version
To select the approval unit hierarchy scenario and version:
1. Click the Navigator icon
, and then under Workflow, click Manage Approvals.
2. In Scenario, select a scenario.
3. In Version, select a version.
4. Click Go to display the approval unit hierarchy defined for the selected scenario
and version.
5. In View, click one of the view options.
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6. Optional: If you own approval units for this hierarchy, click Display My Approval
Units to select them.
7. For each approval unit, the following is displayed:
•
Plan Cycle (Tree View only), which displays whether the approval unit is
started and if it is included in the budget process
•
Approvals Status, for example, 1st Pass
•
Sub-Status
•
Current Owner
•
Location
•
In Path, click
•
Click Details, to display approval unit details and add or edit approval unit
annotations.
to view the potential promotional path.
Editing Approval Unit Hierarchies
To edit an approval unit hierarchy:
1. Click the Navigator icon
, and then under Workflow, click Approval Unit.
2. Select the approval unit hierarchy with which you want to work.
3. Click
.
4. Select the appropriate tab, depending on the changes you want to make (for
example, select Assign Owners to edit ownership of the approval units in the
hierarchy):
•
Select the Approvals Dimension tab to modify the approval unit hierarchy
description or approvals default scope. See Setting Approval Unit Hierarchy
Name, Scope, and Template.
•
Select the Primary and Subhierarchy Selection tab to select or remove
members from approvals. See Selecting Approval Unit Hierarchy Members.
•
Select the Assign Owners tab to modify approval unit owners or reviewers.
See Assigning Approval Unit Owners and Reviewers.
•
Select the Usage tab to view the application objects (forms or scenario and
version combinations) that reference the approval unit hierarchy. See Viewing
Approval Unit Hierarchy Usage.
5. Click Save when done.
To select an approval unit hierarchy scenario and version with which to work, see
Selecting Approval Unit Hierarchy Scenario and Version.
Deleting and Renaming Approval Unit Hierarchies
You can delete an approval unit hierarchy if it is not referenced by other application
objects such as forms or scenario and version combinations. The Usage tab displays
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objects that reference the selected approval unit hierarchy and links you to the objects
so you can disassociate them from the hierarchy.
You can also change the name of an approval unit hierarchy. Renaming an approval
unit hierarchy does not affect application objects that reference the hierarchy.
To delete or rename approval unit hierarchies:
1. Click the Navigator icon
, and then under Workflow, click Approval Unit.
2. Take an action:
•
To delete, select the approval unit hierarchy to delete, and then click
•
To rename, select the approval unit hierarchy to rename, and then click
Enter the new name for the approval unit hierarchy in the dialog box.
.
.
3. Click OK.
If you select an approval unit hierarchy that is referenced by other application objects,
an error message is displayed. See Viewing Approval Unit Hierarchy Usage to view
and edit the application objects that reference the approval unit hierarchy.
Viewing Approval Unit Hierarchy Usage
Approval unit hierarchies might have dependencies such as approval unit
assignments or data validation rules which are defined in forms. If dependencies exist
for an approval unit hierarchy, the hierarchy cannot be deleted until the dependencies
are removed. The Usage tab enables you to view approval unit hierarchy
dependencies and links you to the forms or scenario and version combinations so you
can remove the dependencies, if needed.
To view approval unit hierarchy usage:
1. Click the Navigator icon
, and then under Workflow, click Approval Unit.
2. Select an approval unit hierarchy, then click
view approval unit hierarchy dependencies.
, and then select the Usage tab to
3. Select Forms to view associated data validation rules:
•
If no data validation rules are associated, a message is displayed.
•
If data validation rules are associated, they are listed by form. Click the rule
hyperlink to display the form in edit mode in a new tab. You can then update
or delete the data validation rule to disassociate it from the approval unit
hierarchy. See Creating and Updating Data Validation Rules.
4. Select Approval Unit Assignment to view associated scenario and version
combinations:
•
If no scenario and version combinations are associated, a message is displayed.
•
If scenario and version combinations are associated, they are listed by scenario.
Click the version hyperlink to display the combination in a new tab. You can
then remove the approval unit assignment to disassociate it from the approval
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unit hierarchy. See Assigning Approval Unit Hierarchy Scenario and Version
Combinations.
5. If dependencies are removed during steps 3 or 4, click Refresh on the Usage tab to
view the remaining dependencies.
6. If you are deleting an approval unit hierarchy, repeat steps 3, 4, and 5 until all
dependencies are removed.
Once all dependencies are removed from an approval unit hierarchy, you can delete
the hierarchy. See Deleting and Renaming Approval Unit Hierarchies.
Synchronizing Approval Unit Hierarchies
When you add, delete, or modify dimension members that are used in approval unit
hierarchies, the affected approval unit hierarchy must be synchronized with the
changes. When you display the list of approval unit hierarchies, the entry for each
approval unit hierarchy specifies whether recent changes are reflected in the approval
unit hierarchy. Use this procedure to synchronize dimension member changes with
the approval unit hierarchy.
Note:
When you add dimension members, they are added as approval units only if
they meet the criteria in the inclusion rules for the approval unit hierarchy.
For example, if the added entity is a fourth-generation entity, and the
inclusion rules specify generations one through three as approval units, the
entity is not added as an approval unit. If the entity is a third-generation
member, however, it is added as an approval unit the next time the approval
unit hierarchy is edited and saved, or synchronized.
To synchronize changes to approval unit hierarchies:
1. Click the Navigator icon
, and then under Workflow, click Approval Unit.
2. In the Synchronized column, approval unit hierarchies are labeled as follows:
•
Synchronized—Changes are synchronized with the approval unit hierarchy
•
Not Synchronized—Changes are not synchronized with the approval unit
hierarchy
•
Locked By user—A user is editing or synchronizing the approval unit
hierarchy
Note:
If a user begins editing or synchronizing an approval unit hierarchy after you
display the approval unit hierarchy list, the approval unit hierarchy list does
not display "Locked" for the approval unit hierarchy. If you try to synchronize
this approval unit hierarchy, the synchronization does not occur, and an error
message states that it is being edited.
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3. Select an approval unit hierarchy listed as Not Synchronized, and then click
Synchronize.
Changes are applied to the approval unit hierarchy, and the list of approval units is
updated according to the inclusion rules defined for the approval unit hierarchy.
Note:
You cannot synchronize changes to an approval unit hierarchy that another
user is editing or synchronizing.
Exporting Approval Unit Hierarchies
When you export an approval unit hierarchy, you create a file that contains the
approval unit hierarchy information. After you create this file, you can copy its
contents to an existing approval unit hierarchy (see Importing Approval Unit
Hierarchies).
To export approval unit hierarchies:
1. Click the Navigator icon
, and then under Workflow, click Import and Export.
2. Select Export Approval Unit Hierarchy.
3. In Existing Approval Unit Hierarchy Name, select an approval unit hierarchy to
export.
4. Click OK.
5. When the Save dialog box is displayed, save the export file to a location of your
choice.
6. Click Export or Done. Export performs the action, and Done closes the dialog box.
Importing Approval Unit Hierarchies
An approval unit hierarchy can be populated with the contents of an approval unit
hierarchy import file. The import file is the result of exporting an existing approval
unit hierarchy. See Exporting Approval Unit Hierarchies.
Importing the approval unit hierarchy information does not create an approval unit
hierarchy. The approval unit hierarchy populated from the export file must exist and
have at least a name before the import. Loading approval unit hierarchies first deletes
all members of the approval unit hierarchy, and then adds each member specified in
the input file as a new member.
Note:
An approval unit hierarchy load deletes an existing member and its children
from the hierarchy if the member is not specified in the input file.
To import an approval unit hierarchy:
1. Click the Navigator icon
, and then under Workflow, click Import and Export.
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2. Select Import Approval Unit Hierarchy.
3. In Existing Approval Unit Hierarchy Name, select the approval unit hierarchy
receiving the exported information.
Note:
The imported approval unit hierarchy includes the defined owner, reviewers,
and rules for determining the promotional path.
4. For Approval Unit Hierarchy with Ownership, click Browse to select the exported
approval unit hierarchy file to import.
5. Click OK.
6. Click Import or Done. Import performs the action, and Done closes the dialog box.
If the message Import successful is displayed, the approval unit hierarchy
information in the exported file was successfully copied to the approval unit
hierarchy that you selected in Existing Approval Unit Hierarchy Name.
If the message Import not successful. Some items have not been imported is displayed,
click Details to view the log file. Correct the errors and retry importing the
approval unit hierarchy.
Assigning Approval Unit Hierarchy Scenario and Version Combinations
During the budget process, calculations are run for various scenarios, such as Q1 or
FY10. For each scenario, calculations can be run for various versions, for example
Initial or Final. Before beginning the budget process, assign approval unit hierarchies
to the scenario and version combinations included in the budget process.
To assign approval unit hierarchy scenario and version combinations:
1. Click the Navigator icon
, and then under Workflow, click Approval Unit
Assignment.
2. Add an approval unit assignment.
a. Click
, in the Actions column, for the approval unit.
b. Click Select in the Scenario column, and then select the scenario to associate
with the approval unit hierarchy
c. Click Select in the Version column, and then select one or more versions to
associate with the selected scenario.
d. Click OK.
A new assignment row is displayed.
3. Optional: Click
to remove an approval unit assignment.
4. Click Save to save the approval unit assignments and continue or click Cancel to
undo any changes made since the last save.
Accessing More Administrative Tasks 16-173
Assigning Approval Unit Hierarchy Scenario and Version Combinations
16-174 Administering Planning for Oracle Planning and Budgeting Cloud
A
Naming Restrictions
Related Topics:
Restrictions for Applications and Databases
Restrictions for Dimensions, Members, Aliases, and Forms
Dimension and Member Names in Calculation Scripts, Report Scripts, Formulas,
Filters, and Substitution Variables
Restrictions for User and Group Names
Restrictions for Applications and Databases
When naming an application, follow these rules:
•
Use no more than eight characters for an application's name.
•
Do not use spaces.
•
Do not use these special characters:
–
asterisks
–
backslashes
–
brackets
–
colons
–
commas
–
equal signs
–
greater than signs
–
less than signs
–
periods
–
plus signs
–
question marks
–
quotation marks (double and single)
–
semicolons
–
slashes
–
tabs
Naming Restrictions A-1
Restrictions for Dimensions, Members, Aliases, and Forms
–
vertical bars
•
For application names in relational database environments, do not use extended
characters (except for underscores).
•
For aggregate storage databases, do not use DEFAULT, LOG, METADATA, or
TEMP as application names.
Enter names in the preferred case. Application names are created exactly as entered.
Restrictions for Dimensions, Members, Aliases, and Forms
When naming dimensions, members, and aliases, follow these rules:
•
For dimensions, members, or aliases, use no more than 80 characters.
•
Do not use dimension names that are the same name as a member property or a
column header in the metadata load file (for example, Data Type).
•
Do not use HTML tags in member names, dimension names, aliases, and
descriptions.
•
Do not use quotation marks ( " ), brackets ( [ ] ), backslashes ( \ ), slashes ( / ), or
tabs. Brackets are permitted but not recommended in block storage outlines. They
cause errors when converting to aggregate storage outlines.
•
Do not use these characters to begin dimension or member names:
–
at sign ( @ )
–
backslash ( \ )
–
bracket ( [ ] )
–
comma ( , )
–
dash, hyphen, or minus sign ( - )
–
equal sign ( = )
–
less than sign ( < )
–
parentheses ( )
–
period ( . )
–
plus sign ( + )
–
quotation mark ( " )
–
slash ( / )
–
underscore ( _ )
–
vertical bar ( | )
•
Do not place spaces at the beginning or end of names.
•
For time periods in custom calendars, do not use spaces in prefixes.
•
Do not use these words as dimension or member names:
A-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Restrictions for Dimensions, Members, Aliases, and Forms
–
Calculation script commands, operators, and keywords.
–
Function names and function arguments.
–
Names of other dimensions and members (unless the member is shared).
–
If Dynamic Time Series is enabled, do not use History, Year, Season, Period,
Quarter, Month, Week, or Day.
–
In unique member outlines that contain an attribute dimension, do not use
Sum, Count, Min, Max, and Avg as member or dimension names. Using these
names causes duplicate name conflicts.
Note:
The members that are created in the attribute calculations dimension (Sum,
Count, Min, Max, and Avg) are not considered reserved words because you
can change these names in the attribute calculations dimension and then use
the standard name in an attribute or standard dimension.
If the outline is tagged as a unique member outline, avoid using Sum, Count,
Min, Max, and Avg as member names. For example, if you use Max in a
standard dimension and then create an attribute dimension, in which the Max
member in the attribute calculations dimension are created, a duplicate name
is detected and the following error message is returned:
"Analytic Server Error(1060115): Attribute Calculations dimension/member
name already used."
If the outline is tagged as a duplicate member outline, and an attribute
dimension (and, therefore, the attribute calculations dimension) exists before
you use Sum, Count, Min, Max, and Avg as a base member, the duplicate
name is allowed. However, if, you use Sum, Count, Min, Max, and Avg as a
base member before creating an attribute dimension, the duplicate name is not
allowed.
–
These words:
*
ALL
*
AND
*
ASSIGN
*
AVERAGE
*
CALC
*
CALCMBR
*
COPYFORWARD
*
CROSSDIM
*
CURMBRNAME
*
DIM
*
DIMNAME
Naming Restrictions A-3
Restrictions for Dimensions, Members, Aliases, and Forms
*
DIV
*
DYNAMIC
*
EMPTYPARM
*
EQ
*
EQOP
*
EXCEPT
*
EXP
*
EXPERROR
*
FLOAT
*
FUNCTION
*
GE
*
GEN
*
GENRANGE
*
GROUP
*
GT
*
ID
*
IDERROR
*
INTEGER
*
LE
*
LEVELRANGE
*
LOCAL
*
LOOPBLOCK
*
LOOPPARMS
*
LT
*
MBR
*
MBRNAME
*
MBRONLY
*
MINUS
*
MISSING
*
MUL
*
MULOP
*
NE
A-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Dimension and Member Names in Calculation Scripts, Report Scripts, Formulas, Filters, and Substitution Variables
*
NON
*
NONINPUT
*
NOT
*
OR
*
PAREN
*
PARENPARM
*
PERCENT
*
PLUS
*
RELOP
*
SET
*
SKIPBOTH
*
SKIPMISSING
*
SKIPNONE
*
SKIPZERO
*
STATUS
*
TO
*
TOLOCALRATE
*
TRAILMISSING
*
TRAILSUM
*
TYPE
*
UMINUS
*
UPPER
*
VARORXMBR
*
XMBRONLY
*
$$UNIVERSE$$
*
#MISSING
*
#MI
Dimension and Member Names in Calculation Scripts, Report Scripts,
Formulas, Filters, and Substitution Variables
In substitution variable values, calculation scripts, report scripts, filter definitions,
partition definitions, or formulas, you must enclose member names in brackets ([])
when used within MDX statements and in quotation marks (" ") for block storage
databases, in these situations:
Naming Restrictions A-5
Restrictions for User and Group Names
•
The name starts with one or more numerals (for example, 100).
•
The name contains spaces or these characters:
–
ampersand ( & )
–
asterisk ( * )
–
at sign ( @ )
–
backslash ( \ )
–
braces ( { } )
–
colon ( : )
–
comma ( , )
–
dash, hyphen, or minus sign ( - )
–
exclamation point ( ! )
–
equal sign ( = )
–
greater than sign ( > )
–
less than sign ( < )
–
parentheses ( )
–
percent sign ( % )
–
period ( . )
–
plus sign ( + )
–
semicolon ( ; )
–
slash ( / )
–
tilde ( ~ )
In calculation scripts and formulas, enclose member names that are also Essbase
keywords in quotation marks (" ") for block storage databases, and in brackets ([ ]) for
aggregate storage databases including these member names:
BEGIN DOUBLE ELSE END FUNCTION GLOBAL IF MACRO MEMBER RANGE RETURN STRING THEN
Enclose in quotation marks names, in calculation scripts, report scripts, or formulas,
that contain or start with spaces or these characters: + - * / ( ) : , @ ; ) { } [ ] <
Also enclose in quotation marks names that start with numbers. For example:
@SUM(ac1, "12345");
Restrictions for User and Group Names
User and group names can have up to 80 characters.
A-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
B
Form Formula Functions
Related Topics:
About Form Formula Functions
Working with Formulas
Formula Functions
About Form Formula Functions
After you create a formula row or column, define the formula using the Segment
Properties pane. Formulas include grid references, mathematical operators, and,
optionally, mathematical functions. For a complete list, see Formula Functions.
Note:
The application requires level 0 members that are Dynamic Calc to have a
member formula. For Dynamic Calc members that do not have a formula, the
application inserts a semicolon (;) when refreshed.
Working with Formulas
Related Topics:
Creating Formulas
Editing Formulas
Deleting Formulas
Creating Formulas
To create formulas:
1. Select the row or column for which to associate the formula.
2. If it does not automatically expand, select Segment Properties.
3. In Formula, enter the name for the formula and then click
.
4. In the Formula box that is displayed, select the operation or function that the
formula will perform, such as COUNT(), MAX(), and IfThen(). See Formula
Functions.
5. Click Validate to ensure that the formula does not contain any errors.
Form Formula Functions B-1
Formula Functions
Editing Formulas
To edit formulas:
1. Open a form with a formula row or column.
2. In Layout, select a numbered formula row or column.
3. Use Segment Properties to modify the formula properties.
to change the operation or function performed.
4. Click
5. Save the form.
Deleting Formulas
To delete a formula:
1. Select the formula row or column.
2. Click Delete.
3. To verify formula deletion:
a. Click the checkmark in the formula bar.
b. Click another cell within the grid to reset the formula bar.
c. Click the cell from which you deleted the formula to verify deletion.
Formula Functions
This section defines the mathematical functions available for creating formulas for
form formula rows and columns. To insert formula rows and columns in forms, see
Adding Formula Rows and Columns.
The syntax for mathematical functions:
FunctionName(arguments)
For more information about arguments, see Arguments.
Table B-1
Mathematical Function Syntax
Variable
Description
FunctionName
The name of a mathematical function
arguments
A numeric value, a row, column, or cell
reference, or an embedded function
B-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Mathematical Functions
Table B-2
Mathematical Functions
Function
Description
Abs
Returns the absolute value of numeric values
or references. See Abs.
Average
Returns the average of a group of numeric
values or references. See Average.
AverageA
Returns the average of a group of numeric
values or references. The calculation includes
#MISSING cells only for rows or columns
that are not suppressed. See AverageA.
Count
Returns the number of values in a group of
numeric values or references. See Count.
CountA
Returns the number of values in a group of
numeric values or references. The calculation
includes #MISSING cells only for rows or
columns that are not suppressed. See
CountA.
Difference
Returns the absolute value of a numeric value
or reference subtracted from another numeric
value or reference. See Difference.
Eval
Evaluates an expression. Eval is useful for
embedding expressions as function
arguments. See Eval.
IfThen, If
Returns one value if a condition equals true,
and another value if a specified condition
equals false. See IfThen, If.
Max
Returns the maximum value from a group of
numeric values or references. See Max.
Min
Returns the minimum value from a group of
numeric values or references. See Min.
Mod
Returns the remainder, modulus, from a
division formula. See Mod.
PercentOfTotal
Returns the result of a numeric value or
reference divided by another numeric value
or reference, multiplied by 100. See
PercentOfTotal.
Pi
Returns the number 3.14159265358979, to 15
digits. See Pi.
Product
Multiplies all numbers or references and
returns the product. See Product.
Form Formula Functions B-3
Formula Functions
Table B-2
(Cont.) Mathematical Functions
Function
Description
Random
Returns a random number between 0.0 and
1.0. See Random.
Round
Rounds a number up or down by specified
digits. See Round.
Sqrt
Returns the square root of a numeric value,
row, column, or cell. See Sqrt.
Sum
Returns the sum of a group of numeric values
or references. See Sum.
Truncate / Trunc
Removes the specified number of digits from
numeric values. See Truncate/Trunc.
Variance / Var
Evaluates the difference between the
specified values based on the account type for
the current account. See Variance/Var.
VariancePercent / VarPer
Evaluates the percentage difference between
the specified values based on account type for
the current account. See VariancePercent/
VarPer.
Arguments
Mathematical functions accept numeric values, row, column, or cell references, or
embedded functions as arguments. There are four argument types:
•
Numeric—See Numeric Arguments.
•
Property—See Property Arguments.
•
Row, column, or cell reference—See Row, Column, or Cell Reference Arguments.
•
Embedded functions—See Embedded Functions as Arguments.
Numeric Arguments
The syntax for a numeric argument is
(numeral1, numeral2,...numeraln)
where numerals 1 through n are any numbers including decimals and negative values.
For example, the expression Average(10,20,30) returns the value 20.
Row, Column, or Cell Reference Arguments
The row, column, or cell argument identifies a row, column, or cell in a grid. The
syntax:
FunctionName(GridName.GridElement[segment(range)].Property)
B-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Table B-3
Argument Components
Argument
Description
GridName
The form name. For example:
Difference (grid1.row[5], grid1.row[6])
returns the difference of two rows on form
grid1.
Optional. If GridName is not specified, the
default is the name of the current form.
GridElement
One of the following keywords: row, col,
column, or cell.
For example, Max(row[1], row[2], row[3])
returns the maximum value of three rows.
GridElement is optional. However, a cell
reference requires row and column segment
identifiers. For example, cell[2, A] and [2, A]
both refer to the cell that is the intersection
between row 2 and column A. The keyword
cell is optional. Cell references can use the
[row, col] syntax or [col, row] syntax.
Optional. If GridElement is not specified,
letters represent columns and numbers
represent rows; for example: Max ([1, A], [2,
A], [3, A]) refers to rows 1, 2 and 3 of column
A.
segment
A row, column, or cell reference number. For
an expanded row or column, you must
specify the segment. For example, row[2]
addresses row segment 2. Segments are
enclosed in square brackets [ ].
Required.
range
The rows, columns, or cell that are expanded
from the specified segment. If range is
specified, the system calculates the formula
using only the specified range. For example,
row[2(3:5)] uses only the third through fifth
rows of expanded segment 2.
Optional. When range is not provided, all
expanded cells are used.
Note:
If a segment expands to only one row or
column, do not use the range argument.
Form Formula Functions B-5
Formula Functions
Table B-3
(Cont.) Argument Components
Argument
Description
property
One of these keywords: average, averageA,
count, countA, max, min, product, or sum.
The property specifies how to aggregate the
specified expanded rows, columns, or cells.
Oracle recommends that property is not
specified when a reference is an argument. By
not specifying the property, the function
calculates the reference in the most
appropriate way. For example, the following
expression returns the average of the cells
within rows 1 and 2:
Average(row[1], row[2])
In contrast, the following example first
calculates the average of row[1], then the
average of row[2], adds these two results,
then divides by 2:
Average(row[1].average,
row[2].average)
The default property for a row, column, or
cell reference is sum . For example, row[2] is
equivalent to Sum(row[2]).
Because segment is the only required part of a reference, the following references are
the same:
Grid1.row[1].sum
[1]
AverageA and CountA include #MISSING cells in the calculation. For example, if row
1 is a segment row that expands to Qtr1 = 100, Qtr2 = 200, Qtr3 = #MISSING, and Qtr4
= 400, the following function returns the value four (4):
row[1].CountA
All other functions exclude #MISSING data cells. For example, the previous example
of row 1 that expands to Qtr1 = 100, Qtr2 = 200, Qtr3 = #MISSING, and Qtr4 = 400,
returns three in this example:
row[1].Count
Property Arguments
Property arguments consolidate expanded references to a single value that is then
used in the calculation. Use property arguments to perform calculations on an
aggregate row, column, or cell. The two types of property arguments are:
•
Aggregate—See Aggregate Property Argument.
•
Reference—See Reference Property Argument.
B-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Aggregate Property Argument
An aggregate row, column, or cell contains multiple rows, columns, or cells,
respectively.
The aggregate property argument is the last argument in the following mathematical
function syntax:
FunctionName(GridName.Gridelement[segment(range)].property)
You apply the following aggregate properties to a row, column, or cell reference.
Table B-4
Aggregate Properties
Properties
Description
Average
Returns the average of a row, column, or cell.
The calculation excludes #MISSING and
#ERROR values.
AverageA
Returns the average of a row, column, or cell.
The calculation includes #MISSING and
#ERROR values.
Count
Returns the number of values in a row,
column, or cell. The calculation excludes
#MISSING and #ERROR values.
CountA
Returns the number of values in a row,
column, or cell. The calculation treats
#MISSING and #ERROR values as zero (0).
Max
Returns the maximum value of a row,
column, or cell
Min
Returns the minimum value of a row,
column, or cell
Product
Returns the product of rows or columns
Sum
Returns the sum of a row, column, or cell
When used as a mathematical function argument, the default for property is the same
as the function. In the following example the default property is Average:
Average(row[2])
When not used as a mathematical function argument, the default for property is sum.
In the following example the default property is the sum of an aggregate row:
row[2]
Reference Property Argument
A reference property argument specifies how to treat formula reference results and is
used in conjunction with the other properties.
There is one reference property argument:
IfNonNumber/IFFN
Form Formula Functions B-7
Formula Functions
IfNonNumber specifies a replacement of #MISSING and #ERROR values with a
specific numeric value. The syntax:
AXIS[segment(range)].IfNonNumber(arg).AggregateProperty
Table B-5
Reference Property Arguments
Argument
Description
AXIS
One of these keywords: row, column, or cell
Optional
Segment(range)
Indicates any valid axis reference, such as a
row number, column letter
IfNonNumber
Indicates how to treat missing or error data
within the Axis Ref
(arg)
Indicates what number to use if missing or
error data is encountered within the AxisRef
AggregateProperty
The aggregate function is used for aggregate
segments
Optional
Example:
If cell[1,A] = 3 and
cell[1,B] = #MISSING,
The expression:
cell[1,A] / cell[1,B]
returns #ERROR.
The expression:
cell[1,A] / cell[1,B].ifNonnumber(1)
replaces cell[1,B] with 1 and returns a 3.
Note:
If you use suppression for #MISSING in a grid, and the grid contains a
formula row or column that uses the IfNonNumber property, #MISSING
remains suppressed.
Embedded Functions as Arguments
You can embed functions as arguments within a function.
Example:
In this example, the function Average is embedded in the function Sum:
sum(row[3:5], avg(row[4:6], 40, 50), row[7; 9], 70, 80)
•
Row segments 3, 4 and 5
B-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
•
The average of row segments 4, 5 and 6, with the numbers 40 and 50
•
Row segments 7 and 9
•
The numbers 70 and 80
Abs
Abs is a mathematical function that returns the absolute value of a numeric value,
row, column, or cell. The absolute value of a number is that number without regard to
sign. A negative number becomes positive, while a positive number does not change.
The function syntax:
Abs (argument)
where argument is one of the following:
Table B-6
Arguments for the Abs Function
Argument
Description
numeric
A numeric value. For example, Abs (- 20)
returns the value 20. Numeric values can
include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property.
function
An embedded function
Examples:
•
The following expression includes a numeric argument and returns the value 30:
Abs ( -30 )
•
The following example returns the absolute value of the value in row 1:
Abs(row[1])
•
The following example calculates the absolute value of the sum of column E:
Abs( column[E].sum )
•
The following example points to expanded rows 1 through 3 within design
segment 3 of the form Grid1:
Abs( Grid1.row[3(1:3)])
Average
Average is a mathematical function that returns the average of a group of numeric
values, rows, columns, or cells. Average excludes #MISSING and #ERROR cells when
obtaining the average.
Form Formula Functions B-9
Formula Functions
Note:
The calculation does not include missing values regardless of whether they are
suppressed or not.
The function syntax:
Average(arguments) or Avg(arguments)
where arguments is one or more of the following:
Table B-7
Arguments for the Average Function
Argument
Description
numeric
A numeric value. For example, Average (10,
20, 30) returns the value 20. Numeric values
can include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property
For example Avg(Grid1.row[4(3:5)]) returns
the average of form grid1, row 4, range 3
through 5.
function
An embedded function
Examples:
•
The following expression returns the value 20:
Avg( 10, 30, 20)
•
The following example returns the average of all numbers that are part of three
aggregate rows:
Average( row[1], row[6], row[8] )
•
The following example calculates the average of three aggregate columns; E, G,
and I. The calculation produces three numbers and calculates the average of the
three numbers:
Avg(column[E].avg, column[G].avg,column[I].avg)
•
The following example calculates the average of aggregate row 3 and divides the
average by 100:
Avg(row[3])/100
AverageA
AverageA is a mathematical function that returns the average of a group of numeric
values, rows, columns, or cells. AverageA includes #MISSING and #ERROR cells,
which are treated as zero values when obtaining the average.
B-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Note:
#MISSING and #ERROR are included only for rows or columns that are not
suppressed.
The function syntax:
AverageA(arguments) or AvgA(arguments)
where arguments is one or more of these arguments:
Table B-8
Arguments for the AverageA Function
Argument
Description
numeric
A numeric value. For example, AverageA (10,
20, 30) returns the value 20. Numeric values
can include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell.
References can be specified in several ways.
The reference syntax:
GridName.GridElement[segment(rang
e)]. Property.
For example, AvgA(Grid1.row[4(3:5)] returns
the average of form grid1, row segment 4,
range 3 through 5.
function
An embedded function
Example
In the following example, a grid has 4 rows with the values 10, 20, 30, and, #ERROR.
The following formula in the fifth row returns the value 15:
AverageA([1:4])
Count
Count is a mathematical function that returns the number of values in a group of
numeric values, rows, columns, or cells. Count excludes #MISSING and #ERROR
when obtaining the count. The function syntax:
Count (arguments)
where arguments is one or more of these arguments:
Table B-9
Arguments for the Count Function
Argument
Description
numeric
A numeric value. For example, Count (10, 20,
30) returns the value 3. Numeric values can
include decimals and negative values.
Form Formula Functions B-11
Formula Functions
Table B-9
(Cont.) Arguments for the Count Function
Argument
Description
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property
function
An embedded function
Examples:
•
The following example returns the count of three rows, 1, 6, and 8:
Count(row[1], row[6], row[8])
•
The following example returns the count of 3 columns:
Count( column[E], column[G], column[I] )
•
The following example calculates the count of the cell located at row 4, column D:
Count(cell[D,4])
•
The following example calculates the count of aggregate row 3 in grid 5:
Count(grid1.row[3])
CountA
CountA is a mathematical function that returns the number of values in a group of
numeric values, rows, columns, or cells. CountA includes #MISSING and #ERROR
cells when obtaining the count only for rows or columns that are not suppressed. The
function syntax:
CountA(arguments)
where arguments is one or more of these arguments:
Table B-10
Arguments for the CountA Function
Argument
Description
numeric
A numeric value. For example,
CountA(10,20,30,50) returns the value 4.
Numeric values can include decimals and
negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
CountA(GridName.GridElement[segme
nt(range)]).property
function
An embedded function
B-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Examples:
•
In the following example, if a grid has 4 rows with the values 10, 20, 30, and,
#ERROR. The following formula in the fifth row returns the count of four rows:
CountA([1:4])
•
The following example returns the count of four rows:
CountA(row[1], row[6], row[8] row[where data yields #ERROR])
Difference
Difference is a mathematical function that returns the absolute value of the difference
of a numeric value, row, or column subtracted from another numeric value, row, or
column. This is also known as the variance. The function syntax:
Difference(arg1, arg2)
where arg2 is subtracted from arg1 and are one or more of the following arguments:
Table B-11
Arguments for the Difference Function
Argument
Description
numeric
A numeric value. For example, Difference (3,
5) returns the absolute value 2. Numeric
values can include decimals and negative
values.
row, column, or reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property
The following example returns the difference
of two rows in form grid1:
Difference( grid1.row[1], grid1.row[6] )
function
An embedded function
Note:
The Difference function returns the absolute value of arg2 subtracted from
arg1, whereas the minus sign in subtraction negates a number.
Examples:
•
The following example returns the absolute value of 8:
Difference(3, -5)
•
The following example calculates the difference of two aggregate columns:
Difference( column[E], column[G] )
Form Formula Functions B-13
Formula Functions
Note:
You can type the text label "Difference" or "Variance."
Eval
Eval is a mathematical function that evaluates an expression. You use Eval as an
embedded function argument to consolidate multiple expressions into one expression.
The function syntax:
Eval(expression)
where expression is one or more of these arguments:
Table B-12
Arguments for the Eval Function
Argument
Description
numeric
A numeric value. Numeric values can include
decimals and negative values.
row, column, or reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property
function
An embedded function
operators
Use any of the supported arithmetic
operators (+, -, *, /, ^, %, and so on).
Example:
The following example divides row 1 by row 2 and then rounds the data to four
places:
Round(Eval([1]/[2]),4)
IfThen, If
IfThen is a conditional function that returns a value when the condition equals True,
and another value when the condition equals False.
The function syntax:
IfThen(Condition, TrueParameter, FalseParameter)
•
Condition is a logical expression that evaluates to true or false. Full conditional
logic can be used as well as complex Boolean operators (And, Not, and Or). A
condition can also test for #MISSING and #ERROR values. See the following table
for a list of valid conditional operators.
•
TrueParameter and FalseParameter are any valid expression that are evaluated
based on the outcome of the condition.
The following table describes the conditional operators that are fully supported.
Alternate syntax is listed wherever it is supported by a conditional operator.
B-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Table B-13
Conditional Operators
Conditional Operator
Syntax
Logic
Equal To
expression = expression
Tests whether the left expression is
equal to the right expression.
The routine that evaluates the
condition does not consider any
rounding. If rounding is required,
use the Round function.
Example:
1= 4
Returns false
Greater Than
expression > expression
Tests whether the left expression is
greater than the right expression.
Example:
1 > 4
Returns false
Greater Than or Equal To
expression >= expression
Tests whether the left expression is
greater than or equal to the right
expression.
The correct syntax is ">=". The
syntax "=>" is not supported.
Example:
1 >= 4
Returns false
Less Than
expression < expression
Tests whether the left expression is
less than the right expression.
Example:
1 < 4
Returns true
Less Than or
Equal To
expression <= expression
Tests whether the left expression is
less than or equal to the right
expression.
The correct syntax is "<=". The
syntax "=<" is not supported.
Example:
1 <= 4
Returns true
Form Formula Functions B-15
Formula Functions
Table B-13
(Cont.) Conditional Operators
Conditional Operator
Syntax
Logic
Not Equal To
expression <> expression
Tests whether the left expression is
not equal to the right expression.
expression != expression
The routine that evaluates the
condition does not consider any
rounding. If rounding is required,
use the Round function.
Examples:
1 <> 4
Returns true
1 != 4
Returns true
IsMissing
IsMissing (reference)
IsMiss (reference)
Tests whether the reference contains
a #MISSING result.
If the reference is an expanded row
or column, then all resulting cells
must be #MISSING in order for the
condition to be true.
Example:
IsMissing([1])
Returns true if row 1 has a
#MISSING value.
IsError
IsError (reference)
IsErr (reference)
Tests whether the reference contains
an #ERROR result.
If the reference is an expanded row
or column, all resulting cells must
be #ERROR in order for the
condition to be true. Only formula
rows and columns can result in
#ERROR.
Example:
IsError([2])
Returns true if row 2 has a #ERROR
value.
IsNonNumeric
IsNN (reference)
IsNonNumerid (reference)
IfNN (reference)
IfNonNumber (reference)
Tests whether the reference contains
a #MISSING or #ERROR results.
If the reference is an expanded row
or column, all resulting cells must
be #MISSING and/or #ERROR in
order for the condition to be true.
Example:
IsNN([3])
Returns true if row 3 has a
#MISSING or #ERROR value.
B-16 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Table B-13
(Cont.) Conditional Operators
Conditional Operator
Syntax
Logic
Parenthesis
(condition)
Used to group a condition. Used
mostly for visual clarity.
Example:
(1 > 4)
Returns false
Table B-14
Conditional Operators
Complex Conditions
Syntax
Logic
And
(condition AND condition)
Complex condition used to compare
two conditions. Returns true if all
conditions result in true.
(condition & condition)
Example:
(1 > 4 AND 5 > 2)
Returns false
Not
NOT (condition)
! (condition)
Used to negate the result by
reversing the result of the condition.
Example:
Not (1 > 4)
Returns true
Or
(condition OR condition)
(condition | condition)
Complex condition used to compare
two conditions. Returns true if any
of the conditions result in true.
Example:
(1 > 4 OR 5 > 2)
Returns true
Notes on Conditions
•
Expression—Any valid formula expression. The expression can be any
combination of a constant (integer or real number), a reference, or another
function.
•
Reference—Any valid reference; thus the IFNN reference property can be used as
part of the reference.
•
Condition—Any valid condition applied to the complex conditions And, Not, and
Or. Those operators can have embedded conditions.
Note:
And, Not, and Or operators require surrounding parentheses.
Form Formula Functions B-17
Formula Functions
•
When any expression within the condition returns an #ERROR or #MISSING
value, the If function returns #MISSING or #ERROR. This does not apply when
you use the IsMissing, IsError, or IsNonNumeric conditions.
Complex Conditions
Complex conditions And, Or, and Not are fully supported. However, they must be
surrounded by parentheses.
Valid example:
If ( ([A] > [B] and [A] > 1000), [A], [B])
Invalid example:
If ( [A] > [B] and [A] > 1000, [A], [B])
Max
Max is a mathematical function that returns the maximum value in a group of numeric
values, rows, columns, or cells. The function syntax:
Max (arguments)
where arguments is one or more of these arguments:
Table B-15
Arguments for the Max Function
Argument
Description
numeric
A numeric value. For example, Max (10, 20,
30) returns the value 30. Numeric values can
include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property.
function
An embedded function
Examples:
•
The following example returns the maximum value in rows 1, 6, and 8:
Max(row[1], row[6], row[8])
•
The following example calculates the maximum of the sums of aggregate rows:
Max(row[1].sum, row[2].sum, row[3].sum)
Min
Min is a mathematical function that returns the minimum value in a group of numeric
values, rows, columns, or cells. The function syntax:
Min (arguments)
where arguments is one or more of these arguments:
B-18 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Table B-16
Arguments for the Min Function
Argument
Description
numeric
A numeric value. For example, Min (10, 20,
30) returns the value 10. Numeric values can
include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property
function
An embedded function
Examples:
•
The following example returns the minimum value in rows 1, 6, and 8:
Min (row[1], row[6], row[8])
•
The following example calculates the minimum of the sums of aggregate rows:
Min(row[1].sum, row[2].sum, row[3].sum)
Mod
Mod is a mathematical function that returns the remainder, or modulus, from a
division. The function syntax:
Mod (arg1, arg2)
where arg2 is the divisor and arg1 and arg2 are one of these arguments:
Table B-17
Arguments for the Mod Function
Argument
Description
numeric
A numeric value. For example, Mod (6, 4)
returns the value 2. Numeric values can
include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].Property
function
An embedded function
Example:
The following example divides 10 by 5 and returns the remainder of 0:
Mod (10,5) = 0
Form Formula Functions B-19
Formula Functions
PercentOfTotal
PercentOfTotal is a mathematical function that returns the result of a numeric value,
row, column, or cell divided by another numeric value, row, column, or cell which is
multiplied by 100. The function syntax:
PercentOfTotal (arg1, arg2)
•
where arg1 is a component of the running total (arg2). Normally, this is a row or
column reference.
•
where arg2 is the running total relative to arg1. Normally this is a cell reference
containing the grand total.
•
arg1 is divided by arg2, with the result multiplied by 100. arg1 and arg2 are one or
more of these arguments:
Table B-18
Arguments for the PercentOfTotal Function
Argument
Description
numeric
A numeric value. For example,
PercentofTotal (100, 20) returns the value
500.
Numeric values can include decimals and
negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(ran
ge)].Property
function
An embedded function
Note:
This function requires two arguments.
Examples:
•
The following example returns the value of 5 percent.
PercentofTotal(20, 400)
•
The following example divides the value of each cell in column A by the Total
Mkt value in cell A5, multiplies the result by 100, and displays the resulting
PercentOfTotal in column B. The formula:
PercentOfTotal ([A], [A,5]),
Results for the PercentOfTotal Function
Using the above example, the following table shows the PercentOfTotal results in
column B:
B-20 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Tip:
You enter the formula by clicking on the header for Column B and using the
formula bar.
Pi
Pi is a mathematical function that returns the number 3.14159265358979, the
mathematical constant, accurate to 15 digits. Pi is the ratio of the circumference of a
circle to its diameter. The function syntax:
PI()
Example:
The following example returns row 3 divided by the product of Pi and 2:
row[3] / (PI() * 2)
Product
Product is a mathematical function that multiplies all numbers or references and
returns the product. The function syntax:
Product(arguments)
where arguments is one or more of these arguments:
Table B-19
Arguments for the Product Function
Argument
Description
numeric
A numeric value. For example, Product(2, 20)
returns the value 40. Numeric values can
include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].property
function
An embedded function
Example:
The following example returns 40:
Product(2,20)
Form Formula Functions B-21
Formula Functions
Random
Random is a mathematical function that returns a random number between 0.0 and
1.0. The function syntax:
Random()
Example:
The following example returns a random number between 0.0 and 1.0 and multiplies it
by 1000:
Random() * 1000
Round
Round is a mathematical function that rounds a number up or down by the specified
digits. The function syntax:
Round (arg1, integer)
where arg1 is one or more of these arguments:
Table B-20
Arguments for the Round Function
Argument
Description
numeric
A numeric value. For example,
Round(81.3987,3) returns the value 81.399.
Numeric values can include decimals and
negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].property
function
An embedded function
Integer specifies the number of digits to which you want to round the number:
•
If integer is greater than zero, the number rounds to the specified number of
decimal places.
•
If integer is zero, the number rounds to the nearest integer.
•
If integer is less than zero, the number is rounded to the left of the decimal point.
Examples:
The following example rounds to three decimals:
Round(3594.5567,3) = 3594.557
The following example rounds to the nearest integer:
Round(3594.5567,0) = 3595
The following example rounds to the thousands. This is also known as scaling:
B-22 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Round(3594.5567,-3) = 4000
Sqrt
Sqrt is a mathematical function that returns the square root of a numeric value, row,
column, or cell. The syntax for the Sqrt function:
Sqrt(argument)
where argument is one of these arguments:
Table B-21
Arguments for the Sqrt Function
Argument
Description
numeric
A numeric value. For example, Sqrt(100)
returns the value 10. Numeric values can
include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].property
function
An embedded function
Example
The following example returns the value of 4:
Sqrt(16)
Sum
Sum is a mathematical function that returns the summation of a group of numeric
values, rows, columns, or cells.
The syntax for the Sum function:
Sum (arguments)
where arguments is one or more of these arguments:
Table B-22
Arguments for the Sum Function
Argument
Description
numeric
A numeric value. For example, Sum(10, 20,
30) returns the value 60. Numeric values can
include decimals and negative values.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(rang
e)].property
Form Formula Functions B-23
Formula Functions
Table B-22
(Cont.) Arguments for the Sum Function
Argument
Description
function
An embedded function
Examples:
•
The following example returns the value 30:
sum(10,20)
•
The following example returns the sum of three rows:
sum(row[1],row[6],row[8])
•
The following example calculates the sum of three aggregate columns:
sum(column[E], column[G], column[I])
When a formula row includes IDESC, the sum includes all of the parents and their
descendants.
For example, a form is created with the following rows (and each member has
children):
IDESC("Mem1"), IDESC("Mem2"), IDESC("Mem3"), IDESC("Mem4")
If a formula row is added with the following formula:
SUM(ROW[1],ROW[2],ROW[3],ROW[4])
When the form is opened for data entry, the formula row will return the sum of all the
parents and their children.
Truncate/Trunc
Truncate is a mathematical function that removes the specified number of digits from
numeric values.
Syntax:
Trunc (arg1, integer)
•
where arg1 is one of these arguments:
Table B-23
Arguments for the Truncate/Trunc Function
Argument
Description
numeric
A numeric value; for example, 234.567.
row, column, or cell reference
A pointer to a row, column, or cell within a
grid. References can be specified in several
ways. The reference syntax:
GridName.GridElement[segment(ran
ge)].property
function
An embedded function
B-24 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
•
where integer specifies the number of digits you want to remove:
–
A positive integer determines the number of significant digits that remain to
the right of the decimal point.
–
A zero (0) integer returns the integer located to the left of the decimal point.
–
A negative integer indicates the number of significant digits that are truncated
to the left of the decimal point.
Examples:
The following statement uses a positive integer of 2. The first two digits to the right of
the decimal point remain, and the following digit is removed:
Trunc(234.567, 2) = 234.56
The following statement uses a zero (0) integer. All digits to the right of the decimal
point are removed:
Trunc(234.567, 0) = 234
The following statement uses a negative integer of -2. All digits to the right of the
decimal point are removed and the last two digits of the integer are truncated.
Trunc(234.567, -2) = 200
Note:
Formatting previously applied to a cell, column, or row is maintained when
you use the Trunc function. The following example shows the results of a
Trunc function where the cell value was previously formatted to display three
decimal places: Trunc(234.567, 0) = 234.000
Variance/Var
Variance is a financial function that evaluates the difference between the specified
values based on account type for the current account. For example, for Expense or
Liability accounts, a positive result represents a decrease, so the result appears as a
negative number. You can use this function with these UDA account types: Asset,
Liability, Equity, Revenue, and Expense.
Syntax:
Var (reference1, reference2)
where reference1 and reference2 are references to a row, column, or cell that correspond
to members of the same Account dimension whose variance results are to be
calculated.
Expected Results
The following table describes the expected results when using the Variance function
with Accounts.
Form Formula Functions B-25
Formula Functions
Table B-24
Expected Results when Using the Variance Function
Column A
Column B
Var ([A] , [B])=0
Var ([A] , [B])>0
Var ([A] , [B])<0
Asset
Asset
0
Returns a positive
value
Returns a negative
value
Liability
Liability
0
Returns a positive
value
Returns a negative
value
Equity
Equity
0
Returns a positive
value
Returns a negative
value
Revenue
Revenue
0
Returns a positive
value
Returns a negative
value
Expense
Expense
0
Returns a negative
value
Returns a positive
value
Variance Behavior
•
The Variance function expects comparison of the same account type. When you
compare two different account types, like Sales & Expense, the Variance function
performs the straight math without applying the logic of the account type. For
example:
Table B-25 Results for the Variance Function When Comparing Two Different
Account Types
Sales
Expense
Result
-400
100
-500
•
When the Variance function is applied to a dimension that is not tagged as an
Accounts type, an #ERROR results at runtime.
•
#MISSING is treated as zero (0), unless specified differently using the
ifnonnumber property.
Examples
The Variance function accepts cell, column, or row references only.
Table B-26
Syntax Examples for the Variance Function
Syntax
Example
Sample syntax referencing a column:
Var ([A], [B])
Sample syntax referencing a row:
Var ([3], [4])
Sample syntax referencing a cell:
Var (Cell [3,A], [3,B])
In this example, the variance between column A (Actual) and column B (Budget) is
calculated as:
B-26 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Formula Functions
Var([A],[B])
This example produces the following report:
Year
Actual
Product Market
Budget Variance
======== ======== ========
Sales(Income)
400,855 373,080
27,775
COGS (Expense)
179,336 158,940
-20,396
VariancePercent/VarPer
VariancePercent is a financial function that evaluates the difference, in percent,
between the specified values based on account type for the current account. For
example, for an Income, Flow, Asset, or Balance account, a positive result represents
an increase, so the result appears as a positive number. For Expense or Liability
accounts, a positive result represents a decrease, so the result appears as a negative
number.
Syntax:
VarPer (reference1, reference2)
where reference1 and reference2 are references to a row, column, or cell that correspond
to members of the same Account dimension whose VariancePercent results are to be
calculated.
Expected Results
The following table describes the expected results when using the VariancePercent
function with Accounts tagged with the below UDAs.
Table B-27
Expected Results when Using the VariancePercent Function
Col A
Col B
VarPer ([A] , [B])=0
VarPer ([A] , [B])>0
VaPer ([A] , [B])<0
Asset
Asset
0
Returns a positive
value
Returns a negative
value
Liability
Liability
0
Returns a negative
value
Returns a positive
value
Equity
Equity
0
Returns a positive
value
Returns a negative
value
Revenue
Revenue
0
Returns a positive
value
Returns a negative
value
Expense
Expense
0
Returns a negative
value
Returns a positive
value
Form Formula Functions B-27
Formula Functions
VariancePercent Behavior
•
The VariancePercent function expects comparison of the same account type. When
you compare two account types, like Sales & Expense, the VariancePercent
function performs the straight math without applying the logic of the account
type. For example:
Table B-28 Expected Results of the VariancePercent Function when Two
Account Types are Compared
Sales
Expense
Result
-400
100
-5.
•
When the VariancePercent function is applied to a dimension that is not of type
Accounts, an #ERROR results at runtime.
•
#MISSING is treated as zero (0), unless specified differently using ifnonnumber
property.
Examples
The VariancePercent function accepts, cell, column, or row references only.
Table B-29
Syntax Examples of the VariancePercent Function
Syntax
Example
Sample syntax referencing a column
VarPer ([A], [B])
Sample syntax referencing a row
VarPer ([3], [4])
Sample syntax referencing a cell
VarPer (Cell [3,A], [3,B])
In this example, the VariancePercent between column A (Actual) and column B
(Budget) is calculated as follows:
VarPer([A],[B])
This example produces the following report:
Example Result of the VariancePercent Function when Comparing Columns
B-28 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
C
Optimizing the Application
Related Topics:
Optimizing Performance
Optimizing Performance
Use these methods to optimize performance:
•
Strategically assign dimensions as dense or sparse and order them from most to
least dense (see About Sparse and Dense Dimensions, About Reordering
Dimensions, and Setting Dimension Density and Order).
•
Set the Suppress Missing Blocks option (see Setting Form Grid Properties).
See also:
•
Writing #MISSING Values
•
Other Performance Optimization Tips
About Reordering Dimensions
The order of dimensions is critical for the structure and performance of an application.
Optimize performance when ordering dimensions:
•
Make Period and Account dense, and order dense dimensions from most to least
dense. The most dense is usually Period, followed by Account. Dense dimensions
calculate faster than sparse dimensions.
•
Separate sparse dimensions into aggregating and nonaggregating dimensions.
Place aggregating dimensions before nonaggregating dimensions. Order sparse
dimensions from most to least dense. Aggregating dimensions, such as Entity,
consolidate children into the parent to create new data. Nonaggregating
dimensions, such as Scenario, do not consolidate children to create data.
Writing #MISSING Values
#MISSING in a cell indicates that the cell contains no data, whereas zero in a cell is a
data value. #MISSING decreases the database size and improves performance.
To write #MISSING to cells:
1. Select the cells to change.
You can select contiguous cells by clicking in the upper-left cell in the range, and
then pressing Shift+Click to select the lower-right cell in the range. You can select
Optimizing the Application C-1
Optimizing Performance
rows and columns by clicking row and column headings. Select a range of rows or
columns by using Shift+Click.
If the designer sets a form to suppress missing data, and an entire row contains
#MISSING (no data), that row does not display on the form.
2. Take an action:
•
Press Delete.
•
Enter #missing.
You can also enter #MISSING using Smart Lists.
3. Click Save.
The cells are set to #MISSING when you save the form.
Other Performance Optimization Tips
•
Set upper-level members in a dense dimension to Dynamic Calc.
•
Clear unnecessary or historical data. For example, move historical data to a
separate cube to reduce the database size in your current cube.
•
Split large forms into multiple smaller forms having fewer rows and columns.
Organize related forms into folders.
•
Using account annotations affects performance, so use them sparingly.
•
The first time the application is launched and forms are opened, caches are
loaded, which takes more time than in subsequent sessions. So, before your users
start using the application, launch the application and open the most commonly
used forms to reduce the loading time for your users.
C-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
D
Using Smart View to Manage Applications
Related Topics:
About Managing Applications in Smart View
Downloading the Application Templates
Creating an Application
Working with Artifacts in the Application Template
Updating an Application in Smart View
Deleting an Application
About Managing Applications in Smart View
Administrators can use Excel to create applications in Oracle Smart View for Office.
Using a downloadable Excel workbook template, you can quickly create, model, and
manage applications in Smart View. By modifying the worksheets within the
application template workbook, you can define application properties, dimension and
member properties, security (access permissions), and substitution variables to fit your
needs. You can also load data from the template.
Once the application is created, it is available to users from both Smart View and the
web application. The application can be further updated and refreshed in Smart View
as needed.
Application management in Smart View is a quick and easy way to get an application
up and running in your service environment.
Get started by downloading and then editing the application template workbook
available in Smart View. Or, download the application template zip file from Oracle
Planning and Budgeting Cloud or Oracle Enterprise Planning and Budgeting Cloud.
The template zip file contains starter workbooks for Oracle Planning and Budgeting
Cloud and Oracle Enterprise Planning and Budgeting Cloud applications, and a
sample Oracle Planning and Budgeting Cloud application.
Downloading the Application Templates
Related Topics:
Downloading the Template in Smart View
Downloading the Application Template Zip File from the Cloud Service
Using Smart View to Manage Applications D-1
Downloading the Application Templates
Downloading the Template in Smart View
When you are logged into Oracle Smart View for Office as administrator, the
Download Template command is available in the Smart View Panel.
The default template that you download can be used immediately to begin creating a
Oracle Planning and Budgeting Cloud application. You can modify the template to
create your own custom application.
To immediately create the Vision application for Oracle Planning and Budgeting
Cloud, complete the task in Downloading the Application Template Zip File from the
Cloud Service to download the PlanningApplicationTemplate_sample.xlsx
Note:
Before you begin, ensure that you have installed Smart View. Additionally,
you must have administrator privileges to create, edit, and delete applications.
To download the application template:
1. Launch Excel and, from Smart View, log in to the applicable data source.
2. In the Smart View Panel, select the Download Template command.
The default application template, ApplicationTemplateFile.xlsx, is
launched. The default template contains the basic elements required to begin
creating a standard Oracle Planning and Budgeting Cloud application.
You can edit the default template to create a custom application, as described in
Working with Artifacts in the Application Template.
Downloading the Application Template Zip File from the Cloud Service
When you are logged into Oracle Planning and Budgeting Cloud or Oracle Enterprise
Planning and Budgeting Cloud as administrator, you can download a zip file
containing these application template workbook files:
•
PlanningApplicationTemplate.xlsx—For creating an Oracle Planning and
Budgeting Cloud application.
•
PlanningApplicationTemplate_epbcs.xlsx—For creating an Oracle
Enterprise Planning and Budgeting Cloud application.
•
PlanningApplicationTemplate_sample.xlsx—For creating the Oracle
Planning and Budgeting Cloud sample application, Sample.
Note:
Before you begin, ensure that you have installed Oracle Smart View for Office.
Additionally, you must have administrator privileges to create, edit, and
delete applications.
To download the application template zip file:
D-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Creating an Application
1. From the Windows computer where you want to install the client software, access a
service instance.
2. On the Home page, access Settings and Actions by clicking your user name at the
top right corner of the screen.
3. Click Downloads.
4. In the Downloads page, Planning Extension section, click Download for
Application Templates.
Note: The Planning Admin Extension is not required to create and manage
applications in Smart View.
5. Save the zip file locally to a server location that you can access, and unzip the
contents.
You should now have these files saved:
•
PlanningApplicationTemplate.xlsx
•
PlanningApplicationTemplate_epbcs.xlsx
•
PlanningApplicationTemplate_sample.xlsx
6. Open the template file you require and modify according to the information in
Working with Artifacts in the Application Template.
Creating an Application
From Oracle Smart View for Office, administrators can create a new application based
on either the downloaded template with no modifications or a modified template. In
either case, the template must adhere to template rules and guidelines.
When you create an application, you can:
•
Define plantypes
•
Define dimensions
•
Add a limited amount of data
•
Define security and access permissions
•
Define substitution variables
Only administrators can create an application and only when no application exists in
the cloud service. Once an application is created, the option is no longer available in
the Smart View Panel.
Before you begin, you should launch Excel and, from Smart View, log in to the
applicable data source.
To create a new application in Smart View:
1. If you have not already done so, perform one of the following actions:
•
Download the application template as described in Downloading the Template
in Smart View.
Using Smart View to Manage Applications D-3
Working with Artifacts in the Application Template
Downloading the application template simply opens the template in Smart
View.
•
Download and unzip the application template zip file as described in
Downloading the Application Template Zip File from the Cloud Service, then
open one of the template files.
•
Open a saved template file.
An Excel application template workbook must be open when creating an
application.
2. Optional: Edit and then save the application template as needed.
See Working with Artifacts in the Application Template for information on
modifying the worksheets in the application template workbook.
3. With the application template workbook open in Smart View, select Create New
Application.
The application creation status appears in the lower left corner of Excel.
4. When the application creation process is complete, verify that the application
appears in the Smart View Panel.
Note that only one application per cloud service is allowed. Once an application is
created, the Create New Application command no longer appears in the Smart
View Panel.
The application is now available to the applicable Planning users.
Next steps include updating the application template workbook. You can also
delete the application and create a new one. See:
•
Working with Artifacts in the Application Template
•
Updating an Application in Smart View
•
Deleting an Application
Working with Artifacts in the Application Template
Related Topics:
About Working with Artifacts in the Application Template
Application Definition
Dimension Definition
Attribute Dimension Definition
Data Definition
Substitution Variable Definition
Security Definition
Advanced Settings Definition
D-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Artifacts in the Application Template
About Working with Artifacts in the Application Template
Editing the application template involves editing Excel worksheets in the application
workbook.
The application template workbook contains sheets for defining application
properties, cubes (plantypes), dimension and member properties, substitution
variables, and security. You can also load data using the template.
Application Definition
In the application template workbook, the Definition worksheet defines your
application and cubes. Using the application definition worksheet provided in the
template for the Sample application as your guideline, you can edit the worksheet
provided in the template.
Follow this workflow for setting up a data worksheet in your application template
workbook:
1.
Define the Worksheet Name
2.
Define the Worksheet Type
3.
Define Application Properties
4.
Define Cubes
Define the Worksheet Name
The worksheet name is in the Excel worksheet tab. The first tab is in the workbook is
for the application definition worksheet. Ensure that the application definition
worksheet is named, Definition. For example:
Define the Worksheet Type
In cell A1 in the application worksheet, type Application Definition for the
worksheet type. In Figure 1, cell A1 contains the worksheet type, Application
Definition.
Using Smart View to Manage Applications D-5
Working with Artifacts in the Application Template
Figure D-1 Worksheet Type and Application Properties Shown in Application
Definition Worksheet
Define Application Properties
Application properties are the basic information needed to create a Planning
application. In general, only the Application name and Description are required
properties. For all other properties, if not specified, the default values will be provided
during application creation.
Table 1 shows the supported properties, their default values, and valid values.
Table D-1
Application Properties
Property
Required
Value Type
Default Value Valid Values
Application
Name
Yes
Text
Name of
Planning
application
Description
Yes
Text
Planning
application
description
D-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Comments
Working with Artifacts in the Application Template
Table D-1
(Cont.) Application Properties
Property
Required
Value Type
Default Value Valid Values
Comments
Application
Type
No
Text
Standard
Similar to
choices on
web interface
Standard—
An advanced
application
with two
cubes and the
option to add
more later
Enterprise—
also referred
to as EPBCS
Advanced
Planning
Frequency
No
Text
Monthly
Monthly
Weekly
Quarterly
Custom
Weekly
Distribution
No
Text
445
Even
445
454
544
Applicable
for Monthly
Planning
frequency
Periods Per
Year
No
Numeric
13
Only for
Custom
Planning
Frequency
Prefix
No
Text
TP
Only for
Custom
Planning
Frequency
Start Year
No
Numeric
2010
Year in 4
digits
End Year
No
Numeric
2019
Year in 4
digits
Calculated as
(Start Year +
Number of
Years + 1)
First Month
of Fiscal Year
No
Text
January
Jan through
Dec
Only for
Monthly
Planning
Frequency
Using Smart View to Manage Applications D-7
Working with Artifacts in the Application Template
Table D-1
(Cont.) Application Properties
Property
Required
Value Type
Default Value Valid Values
First Fiscal
Year Start
Date
No
Date
Rolling
Forecast
No
Boolean
Rolling
Forecast
Period
Duration
No
Numeric
6
1 to 36
Main
Currency
No
Text
USD
Any
supported
currency
code
Multi
Currency
No
Boolean
Yes
True | False
Multi
Currency
Type
No
Comments
Only for
Quarterly or
Custom
Planning
frequency
Yes
True | False
Yes | No
Only for
Monthly
Calendar
Only when
Rolling
Forecast is
True
Yes | No
Text
Standard
Standard
Simplified
Standard—
May choose
between
Standard and
Simplified.
Default is
Simplified
Enterprise—
Default type
is Simplified
Sandboxes
No
Boolean
Yes
Also referred
to as
Sandbox
Enabled
True | False
Yes | No
Define Cubes
In the application worksheet, the same sheet where you define the application
properties, list all Planning cubes.
In Planning, cubes are also known as plantypes.
To define cubes in the application worksheet, add a line with the label, Cubes after the
application definition section. For example, in Table 2, a line with the word Cubes is
added to line 18 of the worksheet.
In the next row, add the Name label to column A, and the Type label to column B.
D-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Artifacts in the Application Template
Figure D-2
Cube Definition Section of Application Definition Worksheet
Table 2 shows the properties related to cube definition. Only the cube name is
required. For the Type column, use BSO or ASO. Note that if the type is left blank,
BSO is used by default.
Table D-2
Cube Properties
Header Name
Required
Comments
Name
Yes
Name of the plantype
Type
BSO
BSO is the default. If cell is
left blank, BSO is used
ASO
Dimension Definition
In the template workbook, create a new worksheet for each dimension in your
application. You can use the worksheets provided in the template for the Sample
application as your guideline.
Follow this workflow for setting up a dimension worksheet in your application
template workbook:
1.
Define the Worksheet Name
2.
Define the Worksheet Type
3.
Define the Dimension Name
4.
Define Members
Define the Worksheet Name
Define the worksheet name in the Excel worksheet tab. For a dimension worksheet
name, use the dimension name prefixed with "Dim.". For example, for the Scenario
dimension, you would name the worksheet Dim.Scenario. For example:
Using Smart View to Manage Applications D-9
Working with Artifacts in the Application Template
Define the Worksheet Type
In cell A1 in the dimension worksheet, type Dimension for the worksheet type. In
Figure 1, cell A1 contains the worksheet type, Dimension.
Figure D-3 Worksheet Type and Dimension Name Shown in a Dimension
Worksheet of Application Template
Define the Dimension Name
In the dimension worksheet, type the dimension name. In Figure 1, cell B3 contains the
dimension name, Scenario.
If the dimension name that you provide does not exist, then a new custom type
dimension is automatically created when you create the application.
Define Members
In the dimension worksheet, under the Members heading in cell A5, add members and
their properties. Your list of members should conform to the format described in
Importing and Exporting Data and Metadata. You may add columns only for required
properties. Any missing properties will be added based on application, cube, and
dimension defaults.
Figure D-4
Example Dimension Worksheet for the Scenario Dimension
Attribute Dimension Definition
In the template workbook, create a new worksheet for each dimension attribute
dimension in your application. You can use the attribute dimension worksheet
provided in the template for the Vision application as your guideline.
Follow this workflow for setting up an attribute dimension worksheet in your
application template workbook:
D-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Artifacts in the Application Template
1.
Define the Worksheet Name
2.
Define the Worksheet Type
3.
Define the Attribute Dimension Name
4.
Define the Attribute Dimension Type
5.
Define the Base Dimension
6.
Define Attribute Members
Define the Worksheet Name
Define the worksheet name in the Excel worksheet tab. For the worksheet name, use
the dimension name prefixed with “Attribute.”. For example, for the Location
attribute dimension, you would name the worksheet Attribute.Location. For
example:
Define the Worksheet Type
In cell A1 in the attribute dimension worksheet, type Attribute for the worksheet
type. In Figure 1, cell A1 contains the worksheet type, Attribute.
Figure D-5 Worksheet Type and Attribute Dimension Properties Shown in an
Attribute Dimension Worksheet of Application Template
Define the Attribute Dimension Name
In the attribute dimension worksheet, type the dimension name. In Figure 1, cell B3
contains the attribute dimension name, Location.
Define the Attribute Dimension Type
In the attribute dimension worksheet, type the attribute dimension type. In Figure 1,
cell B4 contains the attribute dimension type, Text.
Valid attribute dimension types are:
•
Text
•
Numeric
•
Boolean
Using Smart View to Manage Applications D-11
Working with Artifacts in the Application Template
•
Date
Define the Base Dimension
In the attribute dimension worksheet, type the base dimension for the attribute
dimension. In Figure 1, cell B5 contains the base dimension, Entity.
Define Attribute Members
In the dimension worksheet, under the Members heading in cell A5, add attribute
members and their properties. Your list of attribute members should conform to the
format described in Importing and Exporting Data and Metadata. You may add
columns only for required properties. Any missing properties will be added based on
application, cube, and dimension defaults.
Data Definition
With the application creation template, you can load up to 1,000 rows of data using the
Essbase data format.
In the template workbook, create a worksheet for your application data, using the data
worksheet provided in the template for the Sample application as your guideline. Or,
edit the worksheet provided in the template.
Follow this workflow for setting up a data worksheet in your application template
workbook:
1.
Define the Worksheet Name
2.
Define the Worksheet Type
3.
Define the Cube Name
4.
Define Data
Define the Worksheet Name
Define the worksheet name in the Excel worksheet tab. For the worksheet name, use
the cube name where data will be loaded, prefixed with Data.. For example, to load
data to the Plan1 cube, you would name the worksheet Data.Plan1 to indicate that
you're loading data to Plan1. After the required Data. prefix, you may add any other
indicators to the name to help you identify the data. For example, to show that you're
loading actual data versus historical data to Plan 1, you would name the worksheet
Data.Plan1.Actual.
Define the Worksheet Type
In cell A1 in the data worksheet, type Cube to signify that data in this sheet will be
loaded to a cube. In Figure 1, cell A1 contains Cube to indicate that the worksheet will
contain data for loading to a cube.
D-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Artifacts in the Application Template
Figure D-6 Worksheet Type and Cube Name Shown in Data Worksheet of
Application Template
Define the Cube Name
In the data worksheet, type the name of the cube to which to load data. In Figure 1,
cell B3 contains the cube name, Plan1.
Define Data
Define data in the Essbase columnar format. Use “Dimension” as the header for each
member intersection.
Substitution Variable Definition
In the application template workbook, include a worksheet for your substitution
variables, using the substitution variable definition worksheet provided in the
template for the Sample application as your guideline.
Follow this workflow for setting up a substitution variable worksheet in your
application template workbook:
1.
Define the Worksheet Name
2.
Define the Worksheet Type
3.
Define the Substitution Variables
Define the Worksheet Name
Define the worksheet name in the Excel worksheet tab. Name the substitution variable
definition worksheet, Variables. For example:
Define the Worksheet Type
In cell A1 in the data worksheet, type Substitution Variables to signify that data in this
sheet will be loaded to a cube. In Figure 1, cell A1 contains Substitution
Variables to indicate that the worksheet will contain substitution variable
information for loading to the specified cubes (plantypes) in the application.
Using Smart View to Manage Applications D-13
Working with Artifacts in the Application Template
Figure D-7 Worksheet Type and Substitution Variables Shown in Variables
Worksheet of Application Template
Define the Substitution Variables
In the Variables worksheet, using Figure 1 for reference, add information for each
substitution variable in the following format:
•
In the Cube column, enter the name of the cube to which the substitution variable
will apply. For example:
–
If a variable applies to all cubes, enter All Cubes
–
If a variable applies to a specific cube, enter the cube name; for example, enter
Plan3
–
If a variable applies to more than one cube, but not all cubes, list each cube
name on its own row individually; for example, if a variable applies to both
Plan2 and Plan3 only, add an entry for Plan2 on one row, and an entry for
Plan3 on another row.
•
In the Name column, enter the substitution variable name. In Figure 1, the
substitution variable names are CurrYr, NextYr, and CurVersion.
•
In the Value column, enter the value to be used for the substitution variable.
Security Definition
In the application template workbook, include a worksheet for user permissions, using
the security definition worksheet provided in the template for the Vision application
as your guideline.
Follow this workflow for setting up a user permissions worksheet in your application
template workbook:
1.
Define the Worksheet Name
2.
Define the Worksheet Type
3.
Define Security Properties
D-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Artifacts in the Application Template
Define the Worksheet Name
Define the worksheet name in the Excel worksheet tab. Name the security worksheet
where you will define user permissions, Security. For example:
Define the Worksheet Type
In cell A1 in the data worksheet, type Security to signify that data in this sheet will
be loaded to a cube. In Figure 1, cell A1 contains Substitution Variables to
indicate that the worksheet will list all user access permissions for the application. The
user permission data in the security sheet should be in Planning .sec file format.
Figure D-8
Worksheet Type Shown in Security Worksheet of Application Template
Define Security Properties
Security properties include the user name and other user access information.
Table 1 shows the supported security properties.
Table D-3
Security Properties
Property Name
Description
Name
Name of the user or group
Object Name
Planning artifact name
Access Mode
Permission granted. Valid values:
•
•
•
•
•
•
Read
Write
Read/Write
Launch
NoLaunch
None
Flag
Member function to be used while applying
the access
Object Type
Planning artifact object type. Default is
Member.
Using Smart View to Manage Applications D-15
Working with Artifacts in the Application Template
Advanced Settings Definition
In the application template workbook, include a worksheet for advanced settings,
using the advanced settings worksheet provided in the template for the Sample
application as your guideline.
Advanced settings are:
•
Evaluation order
•
Performance settings
•
Dimension properties such as hierarchy type, two-pass calculations, and data
storage options
•
Density (for aggregate storage applications only)
•
Dimension assignments to cubes
Follow this workflow for setting up an advanced settings worksheet in your
application template workbook:
1.
Define the Worksheet Name
2.
Define the Worksheet Name
3.
Define Evaluation Order
4.
Define Performance Settings
5.
Define Dimension Settings
6.
Define Density Settings
7.
Assign Dimensions to Cubes
Define the Worksheet Name
Name the advanced settings definition worksheet, Advanced Settings. For
example:
Define the Worksheet Type
In cell A1 in the data worksheet, type Advanced Settings to signify that this sheet
contains the advanced, or miscellaneous settings for the application. In Figure 1, cell
A1 contains the worksheet type, Advanced Settings, to indicate that the worksheet
will contain advanced settings for the application.
Figure D-9
Template
Worksheet Type Shown in Advanced Settings Worksheet of Application
D-16 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Artifacts in the Application Template
Define Evaluation Order
In the Advanced Settings worksheet, define the evaluation order of dimensions in the
"Evaluation Order" section. Dimensions are listed in the first column under the
heading "Dimensions". Cubes are listed in subsequent columns. The dimensions in
each cube can have a different evaluation order.
Define Performance Settings
For Oracle Planning and Budgeting Cloud applications only.
In the Advanced Settings worksheet, define dimension storage property of each
dimension for each cube in the "Performance Settings" section. Valid values are Dense
or Sparse. Each cube requires at least one dense dimension. Dimensions are listed in
the first column under the heading "Dimensions". Cubes are listed in subsequent
columns. The sparse or dense value of each dimension can differ between cubes.
Define Dimension Settings
In the Advanced Settings worksheet, define dimensions properties in the “Dimension
Settings” section. Dimensions are listed in the first column under the heading
“Dimensions”. Dimension properties are listed in subsequent columns. See Table 1 for
the list of dimension properties
Table D-4 Dimension Properties Used in Dimension Settings Section of the
Advanced Settings Worksheet
Dimension Property
Description or Valid Values
Description
Optional descriptive text
Using Smart View to Manage Applications D-17
Working with Artifacts in the Application Template
Table D-4 (Cont.) Dimension Properties Used in Dimension Settings Section of the
Advanced Settings Worksheet
Dimension Property
Description or Valid Values
Alias Table
Optional alias table
Hierarchy Type
•
•
Two Pass Calculation
Yes | No
Apply Security
Yes | No
Data Storage
•
•
•
•
•
•
Display Option
Set application default display options for the
Member Selection dialog box. Select or Alias
to display members or aliases. Member
Name:Alias displays members on the left and
aliases on the right. Alias:Member Name
displays aliases on the left and members on
the right.
•
•
•
•
Dynamic
Store
Store
Dynamic Calc and Store
Dynamic Calc
Never Share
Label Only
Shared
Member Name
Alias
Member Name:Alias
Alias:Member Name
You can also use Figure 2 for reference in adding information to the Dimension
Settings section.
Figure D-10
Dimension Settings Section of the Advanced Settings Worksheet
Define Density Settings
For Oracle Enterprise Planning and Budgeting Cloud applications only.
In the Advanced Settings worksheet, define the dimension storage property of each
dimension for each cube in the "Density" section. Each cube requires at least one dense
dimension. Dimensions are listed in the first column under the heading "Dimensions".
Cubes are listed in subsequent columns. The sparse or dense value of each dimension
can differ between cubes.
D-18 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Updating an Application in Smart View
Assign Dimensions to Cubes
In the Advanced Settings worksheet, assign dimensions to cubes in the "Dimension
Valid for" section. Dimensions are listed in the first column under the heading
"Dimensions". Cubes are listed in subsequent columns.
For each dimension and cube intersection:
•
Type Yes to include the dimension in the cube.
•
Type No or leave the cell blank to exclude the dimension from the cube.
Updating an Application in Smart View
From Oracle Smart View for Office, administrators can update Planning applications
based on either the downloaded template or a modified copy of one of the templates.
The modified template must always adhere to template guidelines (described in
Working with Artifacts in the Application Template.
When you update an application, you can:
•
Define new or modify existing dimensions
•
Add or modify a limited amount of data
•
Define new or modify existing access permissions
•
Define new or modify existing substitution variables
•
Modify advanced application setting
Using Smart View to Manage Applications D-19
Deleting an Application
Only administrators can update an application.
Before you begin, you should launch Excel and, from Smart View, log in to the
applicable data source.
To update an application in Smart View:
1. If you have not already done so, open the modified application template file.
2. In the Smart View Panel, select the application.
3. Perform an action:
•
Right-click the application and select Update Application.
•
Select Update Application from the Action Panel.
Figure D-11
Delete Application Command in Smart View Panel
The application update status appears in the lower left corner of Excel.
4. When the application update process is complete, access the application, either in
the Planning web application or in Smart View, and verify your changes.
Deleting an Application
Administrators may delete applications from Oracle Smart View for Office.
Before you begin, you should launch Excel and, from Smart View, log in to the
applicable data source.
To delete an application from Smart View:
1. In the Smart View Panel, select the application.
2. Perform an action:
D-20 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Deleting an Application
•
Right-click the application and select Delete Application.
•
Select Delete Application from the Action Panel.
Figure D-12
Delete Application Command in Smart View Panel
3. In the Smart View Panel, verify that the application is removed.
Once the application is removed, the Create New Application command should
now be visible from both the context menu when selecting the server in the Smart
View Panel, and in the Action Panel.
Using Smart View to Manage Applications D-21
Deleting an Application
D-22 Administering Planning for Oracle Planning and Budgeting Cloud
E
Using Smart View to Import and Edit
Application Metadata
Related Topics:
About Smart View
Importing Planning Dimensions in Smart View
Editing Members in Smart View
Adding Application Members in Smart View
Moving Members in Smart View
Guidelines for Moving Members in Smart View
Working with Attribute Dimensions
Designating Shared Members in Smart View
Refreshing and Creating Databases in Smart View
About Smart View
Oracle Smart View for Office is the Microsoft Office interface to the application, where
users can perform their planning and forecasting activities. They can analyze
application data in Microsoft Outlook, Excel, Word, and PowerPoint. Ad hoc grids in
Smart View enable application users to personalize focused data slices that they
frequently access and share them with others through Smart View or Oracle Hyperion
Planning. See the "Focusing Your Analysis with Ad Hoc Grids" chapter in the Working
with Planning for Oracle Planning and Budgeting Cloud and the Working with Oracle Smart
View for Office.
Use the Smart View application to quickly import and edit your application metadata.
Note:
All procedures described in this appendix are performed within the Smart
View application. To work with this feature, install the Planning Admin
Extension. To install the Planning Admin Extension, see the Using Oracle
Planning and Budgeting Cloud.
Watch this video to learn about entering data in the application using Smart View.
Video
Using Smart View to Import and Edit Application Metadata E-1
Importing Planning Dimensions in Smart View
Importing Planning Dimensions in Smart View
Importing a Oracle Hyperion Planning dimension into Oracle Smart View for Office
allows you to rapidly add, edit, and move the members of the dimension.
•
Importing Dimensions in Smart View
•
Using Smart View Grids
Importing Dimensions in Smart View
Importing dimensions into the Oracle Smart View for Office grid refers to placing the
dimension and its members, and their respective properties, on the grid in preparation
for editing.
Note:
You must have administrator privileges to import dimensions in Smart View.
To import a Oracle Hyperion Planning dimension into a Smart View grid:
1. From the Smart View ribbon, click Panel.
2. In the Smart View Home panel, click Shared Connections, and provide your
domain name, user name, and password in the login windows.
3. From the drop-down list in the Smart View Panel, select Planning.
4. Expand the Dimensions folder to view the application dimensions in the folder.
If attribute dimensions are defined, they are displayed in the Attributes folder.
If a Time Period dimension is defined, it is displayed in the Dimensions folder.
5. Right-click a dimension name and select Edit Dimension.
Using Smart View Grids
The Oracle Smart View for Office grid allows you to rapidly add, edit, and move the
members of a Planning dimension.
•
Overview of the Smart View Grid
•
The Smart View Grid Display
•
Guidelines for Using the Smart View Grid
•
Default Metadata Dimension Member Properties
Overview of the Smart View Grid
A Oracle Smart View for Office grid consists of two dimensions:
•
A Oracle Hyperion Planning dimension on one axis
•
A metadata dimension on another axis
E-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Importing Planning Dimensions in Smart View
A metadata dimension represents a flat list of metadata members. For each dimension,
a predefined set of metadata members is presented by default. Each metadata member
corresponds to a specific member property valid for the Planning dimension that was
imported onto the grid. Instead of containing numeric values, the metadata grid data
cells hold the specific property values. To add metadata dimension member properties
that are not on the grid by default, use the Member Selection dialog in Smart View.
The Smart View Grid Display
The Oracle Smart View for Office grid displays the Oracle Hyperion Planning
dimension with member names in rows and member properties in columns. When
you first import a dimension for editing, a predefined set of member properties is
displayed by default in the grid.
The ribbon displayed here is similar to the ribbon in a conventional (non-Planning)
Smart View grid but contains fewer options. You can add metadata dimension
member properties using the Member Selection dialog box, accessed from the ribbon,
or accessed by right-clicking a property in the grid, then selecting Smart View, and
then Member Selection.
For detailed information on using the Smart View ribbon, see "Ad Hoc Analysis" in
Working with Oracle Smart View for Office.
For information on using the Member Selection dialog box in Smart View to add
metadata member properties to the grid, see "Selecting Members from the Member
Selector" in Working with Oracle Smart View for Office.
Guidelines for Using the Smart View Grid
The following guidelines will assist you in using the Oracle Smart View for Office grid
to edit Oracle Hyperion Planning metadata:
•
The following functionality is not available in Smart View grids with Planning
metadata:
–
Pivot
–
Pivot to POV
–
Cell Text
–
Cell Notes
–
Supporting Details
•
Data cell values can be textual or enumeration or numerical.
•
The Parent Member is used to specify or modify the parent/child relationship.
•
The position of a member in a grid does not necessarily represent the actual
position of siblings in the outline.
•
Each metadata grid must be linked to a corresponding Planning dimension.
•
Columns for each Planning dimension are based on the corresponding set of
member properties available in the Planning dimension editor.
When you first import a dimension, a predefined set of metadata dimension
member properties is displayed. See Default Metadata Dimension Member
Properties for a list of those member properties.
Using Smart View to Import and Edit Application Metadata E-3
Importing Planning Dimensions in Smart View
•
After a metadata grid is opened, it cannot be relinked to a different dimension.
•
The corresponding valid set of metadata members is specific to each dimension.
•
Planning dimension members are valid for corresponding dimensions only.
Default Metadata Dimension Member Properties
When you first import a dimension in the Planning Admin Extension, a predefined set
of dimension metadata member properties is displayed by default. Use the Member
Selection dialog box to add other metadata member properties to the grid.
The sections below list the default member properties for the Planning dimensions.
For information on using the Member Selection dialog box in Oracle Smart View for
Office to add other member properties to the grid, see "Selecting Members from the
Member Selector" in Working with Oracle Smart View for Office.
Account Dimension
•
Parent Member
•
Default Data Storage
•
Data Type
•
Consol op. for all Plan Types
•
Account Type
•
Variance Reporting
•
Time Balance
•
Default Alias Table
•
Default Formula
Entity Dimension
•
Parent Member
•
Default Data Storage
•
Data Type
•
Consol op. for all Plan Types
•
Base Currency
•
Default Alias Table
Custom Dimensions
•
Parent Member
•
Default Data Storage
•
Data Type
•
Consol op. for all Plan Types
E-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Editing Members in Smart View
•
Default Alias Table
Scenario Dimension
•
Parent Member
•
Default Data Storage
•
Data Type
•
Consol op. for all Plan Types
•
Start Yr.
•
End Yr.
•
Start Period
•
End Period
•
Default Alias Table
•
Default Formula
Version Dimension
•
Parent Member
•
Default Data Storage
•
Data Type
•
Consol op. for all Plan Types
•
Type
•
Default Alias Table
•
Default Formula
Period and Years Dimensions
•
Leave as is or limit to Parent Member
•
Default Data Storage
•
Data Type
•
Default Alias Table
Editing Members in Smart View
The Oracle Smart View for Office grid allows you to rapidly edit the properties of
members of a Oracle Hyperion Planning dimension.
To edit member properties in Smart View:
1. Within Smart View, import a Planning dimension into a Smart View grid (see
Importing Dimensions in Smart View).
Using Smart View to Import and Edit Application Metadata E-5
Adding Application Members in Smart View
2. Highlight a member property in the grid.
3. In the drop-down menu, select a value.
Note:
Modified cells are displayed in a different color.
4. Click Submit Data to save the grid.
Note:
You can save changes to multiple members and properties in the same Submit
Data operation. If Submit Data fails for one member, the application server
will stop the operation and not save any changes.
Adding Application Members in Smart View
The Oracle Smart View for Office grid allows you to rapidly add members to a Oracle
Hyperion Planning dimension.
•
Adding Members in Smart View
•
Guidelines for Adding Members in Smart View
Adding Members in Smart View
The Oracle Smart View for Office grid allows you to rapidly add members to a Oracle
Hyperion Planning dimension.
•
Watch this video to learn about adding Entity dimension members in Smart View.
Video
•
Watch this video to learn about adding Account dimension members in Smart
View.
Video
•
Watch this video to learn about adding Scenario dimension members in Smart
View.
Video
To add members in Smart View:
1. Within Smart View, import a Planning dimension into a Smart View grid (see
Importing Dimensions in Smart View).
2. Enter the name of a new member in the name column.
E-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Adding Application Members in Smart View
Note:
To add a member with a numeric name, place a single quote (') in front of the
numeric member name to inform the system that the number is a member
name and not data. For example, to add a member named 123, enter '123.
3. Click Refresh.
New members are marked by an asterisk (*) in the grid after you perform the
Refresh. A default set of properties is automatically applied to the new member.
The default Parent Member is the root member of the dimension.
4. Optional: To change any property from the default value (the root member),
highlight the appropriate cell in the grid, and then from the drop-down menu,
select another value. (See Editing Members in Smart View.)
Note:
Perform a Refresh before you modify any properties in your new member. The
Refresh operation will replace any changed values with default values from
server.
5. Click Submit Data to save the grid.
Note:
•
To modify the properties of the new member, see Editing Members in
Smart View.
•
Member properties, including member names, can be localized based on
the particular Locale set by the Smart View application.
Guidelines for Adding Members in Smart View
•
A new member is added as the last sibling under the specified parent.
•
Parent-child relationships are determined by the Parent Name column property.
•
The relative position of a new member in the grid is insignificant.
•
The relative position of a new member in the grid will not be changed after
performing the Submit Data operation. To see the actual position of a new
member in the outline reflected in the ad hoc grid, perform Zoom Out, then Zoom
In.
•
A full validity check of a new member name, including a check for invalid
characters and a check for duplicate names, is performed during the Submit Data
operation.
•
Default properties are automatically applied by the application to a new member.
The specific default properties are based upon those of the dimension.
•
When adding new currency members to a Currency dimension in a simplified
application, the parent member for the new currency defaults to the "Currency"
Using Smart View to Import and Edit Application Metadata E-7
Moving Members in Smart View
dimension member. It should default to the "Input Currencies" member. You
can correct this by doing the following:
1.
Replace "Currency" with "Input Currencies" in the Parent Member
column for each new currency member that you added.
2.
In the Planning Ad Hoc ribbon, click Submit Data.
3.
Click Refresh.
4.
Verify that for each new currency you added, the entry for the Parent
Member column is “Input Currencies.”
Moving Members in Smart View
The Oracle Smart View for Office grid allows you to rapidly move members from one
parent to another within a dimension.
For detailed information on the use of dimensions and members in Smart View, see
"Dimensions and Members" in the Working with Oracle Smart View for Office.
To move a member in Smart View:
1. Within Smart View, import a Oracle Hyperion Planning dimension into a Smart
View grid (see Importing Dimensions in Smart View.)
2. Highlight the member in the Parent Member column in the grid.
Note:
An empty Parent Member property causes the value of the Parent Member to
default to the root member.
3. Enter a parent name at the intersection of the member name and Parent column.
4. Click Submit Data to save the grid.
Note:
You can save moves of multiple members or subtrees in the same Submit
Data operation. If the Submit Data operation fails for one member, the
application server stops the operation and does not save changes.
Guidelines for Moving Members in Smart View
•
An empty Parent Member in the grid denotes a root member in the dimension.
•
The value of a Parent Member follows the rules applicable to the corresponding
value in the metadata load file used by Oracle Smart View for Office.
Working with Attribute Dimensions
Related Topics:
Adding Attribute Dimension Members
E-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Attribute Dimensions
Associating Attribute Dimension Members with Dimension Members
Adding Attribute Dimension Members
You create attribute dimensions in the Planning web interface. You can then add
members to attribute dimensions using the Planning Admin Extension in Oracle Smart
View for Office.
To add members to attribute dimension members:
1. From the Smart View ribbon, click Panel.
2. In the Smart View Panel, click Shared Connections or Private Connections, and
provide your domain name, user name, and password in the login windows.
If you chose Private Connections, select the private connection in the drop-down
list of connections, then provide your login credentials.
3. From the Smart View Panel, select EPM Cloud.
4. In the tree in the Smart View Panel, expand the Attribute Dimensions node.
In the following example, the Attribute Dimensions node contains four attributes,
one for each attribute type: text, date, Boolean, and numeric.
5. Select an attribute dimension, and then select Edit Dimension.
To illustrate, we selected the AttText attribute dimension to edit. An example of the
initial grid for the attribute dimension is shown. This dimension has no members
yet, and just two properties, Parent member and Default Alias Table.
Using Smart View to Import and Edit Application Metadata E-9
Working with Attribute Dimensions
6. Type the attribute member names to add; for example:
7. From the Smart View ribbon, click Submit.
The attribute members are submitted to the Planning application.
8. Optional: Continue editing the attribute members, entering data for other
properties by typing directly in the grid, and then submit your changes.
Associating Attribute Dimension Members with Dimension Members
1. From the Smart View ribbon, click Panel.
2. In the Smart View Panel, click Shared Connections or Private Connections, and
provide your domain name, user name, and password in the login windows.
If you chose Private Connections, select the private connection in the drop-down
list of connections, then provide your login credentials.
3. From the Smart View Panel, select EPM Cloud.
4. In the tree in the Smart View Panel, expand the Dimensions node, select the
dimension to work with.
In the following example, the Dimensions node shows the standard Planning
dimensions along with some custom dimensions such as AltYear and Channel. The
Product dimension is selected.
E-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Working with Attribute Dimensions
5. Select Edit Dimension and note the initial layout of the grid on the sheet.
If the attribute dimensions are not displayed on the sheet, then use the Member
Selector to add them. In the Planning Ad Hoc ribbon, select Member Selection, and
then add the attribute dimensions.
6. In the grid, expand the dimension to view its members.
7. Associate the attribute member values to the dimension members using the cell-
based member selector, as shown in Figure 1.
Figure E-1
Associating Attribute Values to Dimension Members
8. Repeat the previous step for any other dimension member and attribute value
associations you want to define.
9. At any time, click Submit in the Planning Ad Hoc ribbon to submit your changes
to the database.
You can perform interim submits, or submit all changes at once.
Using Smart View to Import and Edit Application Metadata E-11
Designating Shared Members in Smart View
Designating Shared Members in Smart View
The Oracle Smart View for Office grid allows you to rapidly designate members for
sharing within a dimension.
Note:
In Smart View, the Shared data storage option is not available for members of
the Currency dimension or any attribute dimensions.
To designate a shared member in Smart View:
1. Verify that the base member exists.
2. Highlight the base member in the Parent Member column in the grid.
3. Change the parent name value for the base member.
4. Highlight the base member in the Data Storage column.
5. In the drop-down menu, select Shared.
6. Click Submit Data to save the grid.
The Submit Data operation will refresh the base member with its original Parent
Member and Data Storage properties. The shared member will be added under the
specified parent on the server. You must zoom in on the parent to see the newly added
shared member.
Note:
The new shared member will not be automatically added to the Smart View
grid. The list of members displayed in the grid remains unchanged.
Refreshing and Creating Databases in Smart View
The Oracle Smart View for Office grid allows you to quickly refresh a database or
create a new one.
To refresh or create a database in Smart View:
1. From the Smart View ribbon, click Panel.
2. From the Smart View Panel, select Planning.
3. Expand the Dimensions folder to view the application dimensions in the folder.
If attribute dimensions are defined, they are displayed in the Attributes folder.
If a Time Period dimension is defined, it is displayed in the Dimensions folder.
4. Right-click the root Dimension folder and select Refresh Database or Create
Database.
E-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Refreshing and Creating Databases in Smart View
The Smart View Refresh Database dialog box or Create Database dialog box is
displayed.
5. Select Refresh or Create. A progress bar is displayed, indicating the percentage of
steps completed for the refresh or create operation.
Using Smart View to Import and Edit Application Metadata E-13
Refreshing and Creating Databases in Smart View
E-14 Administering Planning for Oracle Planning and Budgeting Cloud
F
Designing Your Application
Follow these basic steps to design an application that meets your business needs.
1.
Getting Started
2.
Planning Your Application
3.
Putting It All Together
Getting Started
Before you create your application, gather information about current processes. This
will ensure that the application meets your business requirements.
•
•
Analyze your current processes.
–
Look at what is working in your current processes, and plan how to build
that in to the application. Consider taking this opportunity to improve current
processes.
–
Review your company’s financial statements. Determine the key revenue and
expense areas that make up 80% of profit and loss.
–
Focus on the major drivers of your business. For this subset of accounts,
understand the business drivers and required dimensions. For example,
employee compensation typically accounts for 50-60% or more of expenses.
–
Decide if detailed modeling is required, or if another methodology exists. For
each major account in the profit and loss statement, understand how to derive
appropriate values for the account. Business logic could include simple
calculations like Units x Rates or other methods.
–
For the remaining 20% of the accounts, plan or forecast using some simple
logic such a percentage growth or simple entry.
Gather any existing spreadsheets. Based on your current process, gather your
input sources and understand their purpose. Review the sources to determine the
business logic, relationships, and other calculations.
–
Analyze the spreadsheets to understand your current processes. Understand
the sources of information and the business logic that they support. Find out
if your business process logic applies to all organizations.
–
Find out if your business process logic applies to other business units and
divisions. If the process differs, decide if you want to make processes
consistent.
Designing Your Application F-1
Getting Started
•
•
•
Gather your current reporting requirements. Because reports are used to present
financial results for management review and analysis, they are a key
consideration during design.
–
Understand the business logic, relationships, and calculations for your
current processes.
–
Find out if your business process logic applies to other business units and
divisions. If the process differs, decide if you want to make processes
consistent.
Review your current financial statements. Review reports and consider what
type of information is included.
–
Identify the dimensions in reports, for example, if reports are done by cost
center, division, account, or customer. Decide if you need to add dimensions,
such as product.
–
Review financial statements and examine the intersections. Learn if reports
are done by account and entity or by other slices.
–
Understand the business drivers for accounts, including the dimensions
involved. Review profit and loss line by line to determine if modeling is
involved or if the information is simply added by users.
–
Note the layout of reports, including which elements are on the rows and
columns.
–
Determine the number of unique report formats such as by Cost Center or by
Division. Specify a report format for each type of report you need.
Gather planning and forecast requirements. Collect the requirements for
producing an annual plan and forecast. Conduct an analysis and understand if all
processes are the same.
–
Determine currency requirements. Identify the currencies in which you plan
and report, and whether you plan or forecast in multiple currencies. Verify
foreign currency requirements. Confirm if you perform any currency
sensitivity analysis.
–
Determine the planning horizon. Know how many years in the future you
plan, such as one, two, three, or five years into the future. Plan how much
historical data to bring into the application. It is typical to include one or two
years of historical data.
–
Identify the planning and forecasting process. Know whether you prepare
annual budgets and forecasts. Understand how often you revisit your
forecast, such as monthly or quarterly.
Determine the planning processes you want to support, such as Plan or
Forecast. Establish if planning and forecasting processes are similar. Know
whether you want to prepare a rolling forecast.
Decide if you will plan toward a target. If you set high level targets for plan
or forecast, decide on the level of accounts to target.
Determine if multiple iterations are required. Establish if you need to store
multiple submissions of Plan or Forecast. Determine how many forecasts you
maintain. Decide if you want to do comparisons, such as comparing forecasts.
F-2 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Planning Your Application
Additional questions to help you plan the process:
–
–
*
What are the expense drivers for your business, such as compensation,
material, travel, or capital and equipment expenses?
*
What are the revenue drivers for your business, such as products,
projects, or services?
*
If Product is one of the main revenue drivers, how many products do you
have?
*
How many business units or entities do you have? What main metrics
and KPIs are tracked? How many users are involved in financial
planning? Who are the main users?
*
Determine the approval process that should be incorporated into the
application. Is the approval process the same for Plan and Forecast?
Understand your data sources. Know the file format and the contents of each
data source. This helps you plan requirements for dimension and data
integrations.
*
Determine the source of dimensions such as Account, Entity, and custom
dimensions.
*
Determine the source and frequency of Actual results.
Determine your approach going forward. Identify process improvements,
and note which ones to incorporate in your application. Plan the strengths to
incorporate going forward, and identify any weakness and areas to improve
in the future.
Planning Your Application
Establish the goals, key objectives, and scope of your application. Implementation is
often broken into phases to keep objectives in focus. After you know the requirements,
you can move forward with designing your application.
The information you gathered earlier can be included in your application as follows:
•
Dimensions
•
Forms
•
Reports
•
Calculations
•
Users
•
Design dimensions. Identify the dimensions required to support your process.
Your application comes with these dimensions: Account, Entity, Version,
Scenario, Years, Period, and Currency, where applicable.
–
Identify the members to be included in the application and the source of those
dimensions. Understand the size of each dimension.
Designing Your Application F-3
Planning Your Application
–
•
It is a best practice to document calculations. For each piece of the calculation,
document how the result is determined and the source of the number.
Confirm if the source is data entry or data fed from another system.
Design calculations. Review your company’s profit and loss statement line by
line, and confirm how to plan or forecast the account. For accounts that require
calculations, you can leverage Oracle Hyperion Calculation Manager to build the
logic.
Understand calculations, and ask any necessary questions. For base accounts,
confirm how each account is planned. Sample questions:
•
•
–
Does this calculation apply for all entities?
–
Are there any other dimensional aspects to this calculation?
–
Is the calculation by product or customer?
–
Is the calculation the same for Plan and Forecast?
Determine revenue calculations. It is a best practice to establish the requirements
for revenue and its drivers.
–
Know the business drivers you use, and understand if revenue is driven by
product or services. Decide if you want to derive revenue in your model.
Identify any other information to capture.
–
Establish the revenue drivers. Determine if other dimensions are required.
–
Decide on the logic for revenue planning. Identify the calculations you want
to build to support your process, for example, Units x Price. Plan the logic
behind your revenue calculations.
–
Determine the forms and the layout to collect information and input from end
users.
Determine expense requirements. Review your expense accounts to identify the
key areas of your business.
Focus on the areas that make up the majority of your expense to identify the major
drivers. You can plan the remaining minor expenses in a very simple and
straightforward way, such as by using trends or by simply entering a value.
•
Determine expense drivers. Focus on this group of accounts, and determine the
business drivers of the accounts and the required dimensions.
Review your expense accounts to identify the key areas of your business. Focus on
the areas that make up the majority of your expense to identify the major drivers.
You can plan the remaining minor expenses in a very simple and straightforward
way, such as by using trends or by simply entering a value.
–
Review employee compensation. Confirm how employee compensation will
be planned, such as by employee, job, or grade.
–
Know which accounts are included in planning, and understand the sources
of data to support compensation. Identify the type of reporting you do on
compensation.
F-4 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Putting It All Together
–
Assess other expense account requirements. Plan the calculations you need to
build to support your process. Know the logic behind your expense
calculations.
–
Document calculations. For each piece of the calculation, document how the
result is determined and the source of the number. Confirm if the source is
data entry or data fed from another system.
–
Determine the forms and the layout to collect information and inputs from
the end users.
Determine the approval process. Determine the dimensions that drive the
approval process for Plan and Forecast. The base dimension of approval process is
Entity, Scenario, and Version. Decide if you want to include another dimension,
such as Product, Project, or Market.
Document the approval process the application should support.
Putting It All Together
After reviewing the design guidelines and best practices in this topic, you are on your
way to designing a successful application that meets your business needs. You can
now quickly and easily set up your application.
Use the information that you gathered to set up your application. The application
setup wizard builds the foundation of your application based on your answers to
simple questions.
As an example, here is how some of the information you gathered correlates to your
application.
Table F-1
Applying Your Design to the Application
Research on Requirements
Application Wizard Setting
The number of historical years to include
The Start Year for the application
Your planning horizon
The number of years chosen for the
application
The planning processes to support
The scenarios included in the application.
You can either add scenarios in the
application wizard, or you can add them
later.
Whether you need to store multiple
submissions of Plan or Forecast
The number of submissions correlates to
versions in the application. You can add
versions in the application wizard, or you can
add them later.
Whether you plan in multiple currencies
If you plan in multiple currencies, answer Yes
in the application wizard. You will add
currencies later. Select your reporting
currency in the wizard.
Time periods
If you require weekly distribution such as
445, 454, or 544, select the base time period as
12 Months, and then select an appropriate
Weekly Distribution option. Even monthly
distribution is the default.
Designing Your Application F-5
Design Walkthrough
Design Walkthrough
This design walkthrough provides information to help you build and roll out your
application.
Build Your Application
Start by building the foundation - your company’s accounts and organizational
structure. Next, add scenarios to support your internal processes, such as Plan, Actual,
and Forecast. Add the variance members you report, such as Actual vs. Plan.
Create forms that will be used to collect data from your users and to perform reviews,
analysis, and reporting. To support your business logic, you can leverage Calculation
Manager to build your calculations. You can also create reports and apply access
permissions before rolling out your application to users.
Create the Application Structure
Add accounts, entities, and other dimensions to support your business process.
Dimensions categorize data values. Planning includes these dimensions: Account,
Entity, Scenario, Version, Period, and Years. If you plan in multiple currencies, your
application also has a Currency dimension.
You can use the Custom dimension to define your own values, such as Product,
Customer, or Market. You can create up to 13 user-defined custom dimensions.
However, the best practice recommendation is to include fewer than 12. Dimensions
can be added using a load file or built in Smart View.
Tutorial: Exporting and Importing Data
This tutorial shows you how to load dimensions using a file, and teaches you how to
use the Outline Load utility to populate all dimensions. View tutorial
About the Entity Dimension
The Entity dimension represents your organizational structure, such as Cost Centers,
Departments, Business Units, Divisions, and so on.
You can group Cost Centers by creating rollup members, called parents, to reflect how
your organization is viewed. For example, rollups can be by business unit, division, or
other functional structure. As an example, you could create Cost Centers that roll up
to Business Units that roll up to Divisions.
You can create multiple reporting structures. For example, an alternate structure could
be created to support regional reporting. If you plan in multiple currencies, the base
currency of each entity should be set.
The Entity dimension is one of the primary dimensions used for the budgeting
process. Together with the Scenario and Version dimensions, the Entity dimension is
used to define a planning unit, a discrete component that can be promoted or demoted
for approval or review by a planner’s peers.
Members of all dimensions outside the planning unit will be promoted and demoted
along with the planning unit itself. For example, all twelve months are promoted
together when a planning unit is promoted. Individual months cannot be promoted
independently.
For detailed information on adding dimensions and members using a load file, see
“Importing and Exporting Data and Metadata”.
F-6 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
After each dimension is loaded or updated, it is a best practice to refresh the
application.
About the Account Dimension
The Account dimension is the place for your chart of accounts. It should include the
members to which you plan or forecast. It does not necessarily include every account
in your chart.
For example, your Account dimension could include accounts for Income Statement,
Balance Sheet, and Cash Flow. Or, it could include accounts for KPIs and Ratios. In
some cases, your accounts may have sub accounts, but this is not typical.
The Account dimension includes financial intelligence. The following account types
are supported:
•
Expense - Cost of doing business
•
Revenue - Source of income
•
Asset - Company resources
•
Liability and Equity - Residual interest or obligation to creditors
•
Saved assumption - Centralized planning assumptions ensuring consistency
across the application
The account type settings are used to report Quarterly and Year Total values and for
variance analysis.
Planning uses a hierarchical structure to create Account grouping subtotals and totals.
Each account group is assigned a consolidation operator that determines how it rolls
up to its parent.
Example: Net Income = Total Revenues - Total Expenses
In this example, the consolidation operator for Total Revenues is Addition, and the
consolidation operator for Total Expenses is Minus.
The Account dimension can be populated either by loading data or using Smart View.
To load data from a file, the file format must meet specific requirements.
For detailed information on adding dimensions and members using a load file, see
“Importing and Exporting Data and Metadata”.
After each dimension is loaded or updated, it is a best practice to refresh the
application.
Best practices:
•
Upper level members should be set to Dynamic Calc.
•
For member formulas used to calculate Ratios and other types of KPIs or
percentages, set them to Dynamic Calc, Two Pass. The Two Pass setting properly
calculates Percentages at upper levels.
About the Version Dimension
You can use versions to preserve different iterations of the planning process. They are
also useful for controlling data access to Read or Write.
These two types of versions are available:
•
Standard Target: Input data can be entered to upper levels.
Designing Your Application F-7
Design Walkthrough
•
Standard Bottom Up: Input data can be entered to level 0 only.
Process management and workflow functionality can be enabled only for Bottom Up
versions.
As a best practice, the following versions are recommended:
•
Working – Where users perform their tasks, including reviewing Actual Results
and developing Plan and Forecast.
•
1st Pass - If you want to maintain multiple iterations of your Plan, you can
preserve a pass of it in this version. You can create other members if you require
more than one saved iteration. You can leverage the Copy Data functionality to
move data to this version. Copy data copies data and textual input.
•
What If - Provides a placeholder where users can change assumptions and
analyze the outcome.
For detailed information on adding dimensions and members using a load file, see
“Importing and Exporting Data and Metadata”.
After each dimension is loaded or updated in the build process, it is a best practice to
refresh the application.
About the Currency Dimension
If you enabled multiple currencies for your application, you can add the currencies
you use to plan and report.
You can then define exchange rates by scenario and year to be used in conversions. A
calculation script is created that enables you to perform currency conversion. To enter
exchange rates, click or tap Plans and open the form “Exchange Rates to Primary
Reporting Currency".
Best practices:
•
Limit the number of reporting currencies. Typically, customers have only one. If
you have more, see “Setting Up Currencies” for more information.
•
Enter exchange rates for each valid scenario and year combination.
•
From this point on, currency conversion can be calculated by running the
Calculate Currencies business rule that is associated by default with each form.
•
An account’s exchange rate type is modified, such as from Ending to Average.
Run the currency conversion calc script prior to:
•
Reviewing any updated local data in reporting currencies
•
Running certain calculations that may be dependent on reporting currency data
About Exchange Rates
Each application has a default currency that you specify when creating the application.
When you set up exchange rate tables, you enter exchange rates from all source
currencies to the default. Triangulation is used to convert to all other Reporting
currencies.
Exchange rates are set by Scenario by year for Average and Ending Rates. For detailed
information on adding dimensions and members using a load file, see “Importing and
Exporting Data and Metadata”.
F-8 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
About the Period Dimension
Use the Period dimension to establish the calendar’s range within a given year, for
example, by month.
Best practices:
•
Use substitution variables for this dimension to support reporting and
calculations. Potential substitution variables are: ‘CurrMo’, ‘CurrQtr’, ‘PriorMo’.
These variables must be updated on a monthly basis.
•
To use time period calculations such as Year to Date (Y-T-D) or Quarter to Date,
select the dynamic time series icon in the Period dimension. You can then select
which time period calculations you need to support your process.
•
Summary time periods such as quarter totals and a year total should be set to
dynamic calculate to reduce calculation time.
For detailed information on adding dimensions and members using a load file, see
“Importing and Exporting Data and Metadata”.
After each dimension is loaded or updated, it is considered a best practice to refresh
the application.
About Years
Years are incorporated into the application in many places, including forms,
calculations, reports, and Smart View. Because you will use the application for many
years into the future, the best practice to referencing this dimension is by using a
substitution variable.
Substitution variables act as global placeholders for information that changes
regularly. The variable and value correspond to the year, and the value can be
changed at any time.
The value of the substitution variable is displayed on forms and reports as a
placeholder. This reduces maintenance for the application. Set substitution variables
by going to Administration, then Manage, then Variables.
For detailed information on adding dimensions and members using a load file, see
“Importing and Exporting Data and Metadata”.
As a best practice, create substitution variables for each year that is included in your
process. For example:
Substitution Variable, Description
CurrY, Current Year
NextYr, Budget (Plan) Year
PriorYr, Prior Year
About Custom Dimensions
You can use a custom dimension to further categorize your data. For example, custom
dimensions might include Product or Markets.
Access permissions cannot be granted at the dimension level, also called generation
one. For example, access permissions cannot be assigned directly to the Product
member for all descendants. If you enable security for your Custom dimension, it is
recommended that you design generation two for all Custom dimensions to which
security will be applied with security access assignments in mind.
Designing Your Application F-9
Design Walkthrough
For detailed information on adding dimensions and members using a load file, see
“Importing and Exporting Data and Metadata”.
After each dimension is loaded or updated, it is a best practice to refresh the
application.
refresh the application
You must refresh the application whenever you change the application structure.
Changes made to the application are not reflected to users performing data entry and
approvals tasks until the application is refreshed.
For example, when you modify properties of an Entity member, add a Scenario, or
change access permissions, these changes are reflected to users after you refresh the
application.
Load Historical Data
After you load all of your structures, such as accounts and entities, you can load
historical data. This can include data from prior year actual results and current year
plan and budget.
Loading historical data provides planners a way to analyze results, review trends, and
make meaningful comparisons.
It also helps verify the structures you have built into your application. For example,
you can verify that data ties to previously created reports. If the data does not
reconcile, you must verify if this is caused by a true data issue or if there is an issue
with the structures.
An aggregation rule will need to be created to see consolidated data in your
application. See Aggregation Options to learn how to create an aggregation rule.
About Valid Intersections
Valid intersections let administrators define rules, called valid intersection rules, that
filter dimensional intersections for planners when they enter data or select runtime
prompts. For example, you can specify that certain programs are valid only for specific
departments. Leverage valid intersections to control data entry only to valid
intersections.
For form design, if the dimensions that are set in the valid intersection are found on
the Page, the user will be presented only with valid combinations in the member
selector. If the dimensions that are set with valid intersections are found on the
column or row, the form designer can suppress invalid intersections completely.
When the suppression option is not selected, invalid intersections are set to read only.
To learn more, see Defining Valid Intersections.
About Forms
You will build a number of forms to support data entry and summary-level reports.
The form content is similar to the templates you use to collect and calculate data. The
layout may differ from what you are currently accustomed to in spreadsheets.
You group forms within major categories such as Revenue, Compensation Expense,
Other Expenses, and so on. You can create some forms to support data entry, and
others for summary and review. You can also include charts to help planners analyze
results.
Planners can enter text and data. They can also enter supporting detail by selecting an
appropriate intersection in the form, and then clicking “Supporting Detail” to open a
new input form that allows entry of additional detail for that intersection.
F-10 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
Form performance is based on several factors, including network and environmental
factors, structure, layout, and so on.
Best practices:
•
Put dense dimensions such as Account and Period on the row and column of a
form. Put sparse dimensions such as Entity on the Page axis.
•
Dimensions such as Scenario or Version and Year can reside on the POV, column,
or row. It is important to properly gauge how columns or rows will be returned
when a planner opens the form.
Build Entry Forms
Create forms to enable planners to enter information such as revenue, expenses, and
assumptions.
Best practices:
•
Group accounts logically, but do not include too many accounts on a single form.
•
Limit the number of entry forms to an amount comfortable for end users. A
delicate balance needs to be achieved between the number of accounts on a single
form and the number of forms required to support your process.
•
Consider using composite forms as a way to limit the number of forms while still
controlling the number of rows.
•
Use detail forms to enable planners to enter all related information. All accounts
that require input should be found on a form. The accounts can be broken down
into several different forms.
•
While building forms, ensure that you select all appropriate options to enhance
the design of your form. For example, use settings to control precision, display,
and menus, and to associate the proper rules with your form.
•
Use Substitution Variables to reference dimensions such as Years. Leveraging
•
Suppress Scenario/Time Period option, set Periods in row or column on the form
to the Start and End Period set for the Scenario. Leveraging this functionality can
be used instead of substitution variables for Years.
•
Consider setting valid intersections to set relationships between different
dimensions. Suppressing invalid combinations can be set in row or column to
make only valid intersections available to end users. By default, only valid
intersections will be available to the end users when the dimensions are set in the
Page selection.
•
Use relationships to incorporate members onto the forms instead of picking
members individually.
•
Consider using User Variables for dimensions such as Entity and Scenario to help
reduce the dimension selection for end users.
•
If your application supports multiple currencies, consider setting a User variable
so users can define their base currency.
•
Organize forms into folders.
•
Substitution Variables reduce the maintenance on forms.
Designing Your Application F-11
Design Walkthrough
Build Detailed Revenue and Expense Forms
Detail forms should allow planners to enter all revenue- and expense-related
information. All accounts that require input should be found on a form.
Best practices:
•
Group accounts logically, but do not include too many accounts on a single form.
•
Limit the number of entry forms to an amount comfortable for end users. A
delicate balance needs to be achieved between the number of accounts on a single
form and the number of forms required to support your process.
•
Consider using composite forms as a way to limit the number of forms while still
controlling the number of rows.
•
Use detail forms to enable planners to enter all revenue related information. All
accounts that require input should be found on a form. The accounts can be
broken down into several different forms.
•
While building forms, ensure that you select all appropriate options to enhance
the design of your form. For example, use settings to control precision, display,
and menus, and to associate the proper rules with your form.
•
Building forms can be iterative to support planners and processes.
Associate Rules with Forms
Associating rules with forms enables users with appropriate access to launch
associated business rules from the form to calculate and derive values.
You can associate multiple business rules with a form by plan type.
Business rules associated with a form can be set to launch automatically when the
form is opened or saved. You can select Use Members on Form to populate runtime
prompts from the current form instead of prompting users for input when rules are
launched.
Best practices:
•
For rules that take longer to run, set them to launch from an Action menu or
simply through association with the form.
•
If a business rule has runtime prompts, limit the number of prompts to keep the
planner’s job simple.
Add Menus to Forms
You can associate menus with forms. Action menus allow planners to click rows or
columns in forms and select menu items to:
•
Launch a business rule, with or without runtime prompts
•
Move to another form
•
Move to Manage Approvals with a predefined scenario and version
Menus are context-sensitive. The menus that display depend on the form settings and
where planners right-click in the form.
Best practices:
F-12 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
•
When designing forms, use Other Options to select menus available for Form
menu item types.
•
As you update applications, update the appropriate menus. For example, if you
delete a business rule referenced by a menu, remove it from the menu.
Build Data Validation Forms
Data validation can serve as a visual clue to planners that business policies have been
met. You can add conditional color coding to forms, and validation messages can be
generated if entered data violates validation rules or if a condition is met.
Defining data validation rules involves these main tasks:
•
Identify the data cells or location that you want to display with validation
messages or in different colors when conditions are met.
•
Identify the cell, column, or row that needs to participate during rule evaluation,
and define the rule accordingly.
•
Create the data validation rule at the location identified.
Create Composite Forms
Composite forms allow you to display several forms simultaneously. You can display
forms as charts. You can also display multiple forms in a tabular format, similar to
what your users are accustomed to seeing in spreadsheets.
These features help you create whatever composite form layout is best for your
application.
•
Each area in the composite form is called a section. Initially, you specify whether
to divide the composite form layout into two side-by-side sections, or into two
sections that are stacked one above the other.
•
There is also a custom layout option. Each section in a composite form is
associated with properties set during creation. You can edit these properties after
creating a composite form.
•
The composite form point of view and page dimensions can be specified within a
composite form. You can set the composite setting to combine dimensions.
•
You can design composite forms that have one master composite form and
multiple simple forms. When you do so, the selection of members in the master
form automatically filters to the members in the simple forms. The simple forms
show only the details that are relevant to the members highlighted in the master
form. Leveraging master composite forms is a useful way to view both summary
and detail level data within a single form.
Organize Forms into Folders
Use folders as a way to organize the forms in your application. Forms can be grouped
in folders by process or user type, or simply to help users readily find forms. You can
move forms into folders, and you can create a folder hierarchy. Creating folders also
simplifies assigning access because all forms in the folder will inherit the access
permissions assigned.
Create Dashboards
Dashboards allow you to display information graphically or to display several forms
simultaneously. You can also design interactive multi-chart dashboards to enable
Designing Your Application F-13
Design Walkthrough
users to analyze their plan or forecast data. As another option, you can display a grid
and a graph together, or you can combine multiple grids.
To create a dashboard:
•
Drag and drop forms into the dashboard. Using the settings wheel to select the
chart type desired for each grid.
•
You can drag and drop as many forms as you would like, setting the size of the
display by setting either the height or width for the component.
•
Set dashboard settings to combine dimensions into a common POV.
•
As a best practice, balance the number of components on the dashboard to ensure
that it is visually pleasing to the user.
Build Summary Level Forms
Summary level forms typically bring together all of the pieces of a user's plan or
forecast. They enable planners to review and analyze their results.
Leveraging composite forms is a useful way to pull together summary level results
and still have the ability to drill into detail. Using charts can also be an effective way to
help planners analyze their results.
Using dashboards can also be an effective way to help planners analyze their results.
Build Financial Statements
Financial statements allow users to analyze performance and verify their assumptions.
Financial statements could include Income Statement, Balance Sheet, and Cash Flow.
Typically, financial statements include comparative information so users can analyze
their variances. Summary level information is typically built into financial statements
with the ability to view detailed data either through master detail composite forms or
by linking detailed forms using menus.
Incorporate Business Logic
To incorporate your business logic into your application, calculations can be built
using Calculation Manager. This enables you to create, validate, deploy, and
administer sophisticated calculations that solve business problems.
You typically create business rules and rulesets to:
•
Perform revenue modeling
•
Perform expense modeling
•
Calculate KPIs
•
Perform allocations
Calculation Manager includes these objects:
•
Rules - contain components and templates
•
Components - assist you in building rules
•
Rulesets - contain rules that can be calculated simultaneously or sequentially
To learn more about creating calculations, see the Calculation Manager
documentation.
F-14 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
Build Aggregations
Aggregations roll up your application to summary-level members in the dimension,
such as Entity or any other sparse dimension.
Calculation Manager includes templates to help you build aggregations. The System
Template Aggregation has several tabs. Here are some suggestions on how to use
templates.
Set the Point of View
When the point of view is set, the rule will run only for the members chosen. Using a
runtime prompt for the dimensions will allow users to specify member values for
these dimensions when launching the rule. This way, users can launch the rule several
times for different years, scenarios and versions without having to modify the rule in
Calculation Manager.
Full dense aggregation
Complete this section if parent values in your dense dimensions are not set to dynamic
calc. Typically this tab is left empty.
Full sparse aggregation
Select the sparse dimension that needs to be aggregated. The order of the selected
dimensions is not relevant.
Partial dimension aggregation - dense
Complete this section if parent values in your dense dimensions are not set to dynamic
calc. Typically this tab is left empty.
Recommended settings:
Aggregate the data up to the local currency – No
Aggregate the missing values in the Database – Yes
Optimize the Calculation on Sparse dimension – Off
Select a value for the calculator cache – Default
Do you want to activate the debug mode for this wizard? – Debug Wizard On or
Debug Wizard Off. Select Debug Wizard On if you want to see a script generated to
display selections for some of the Design Time Prompts in this template.
Best practices:
•
Leverage runtime prompts for members such as Entity, Scenario, and Version.
This allows your rule to be dynamic and run based on user input.
•
Typically, dense dimensions such as Account and Period do not need to be
aggregated. If this is the case, you can set parent members to dynamic calc.
However, if you have member formulas on dense dimensions and they are not set
to dynamic calc, a Calc Dim rule is required.
Build Detailed Calculations
You use Calculation Manager to create, validate, deploy, and administer sophisticated
calculations that solve business problems.
There are three types of objects that can be calculated in Calculation Manager:
•
Rulesets - contain rules that can be calculated simultaneously or sequentially (See
Administering Rules.)
Designing Your Application F-15
Design Walkthrough
•
Rules - contain components and templates (See Administering Rules.)
•
Components - contain formula components, script components, condition
components, range components, and fixed loop components (See Administering
Rules)
Best practices:
•
As a first step in building your rules, ensure that you understand the business
logic and which entities or departments the rule applies to. For example, know the
accounts that are involved in the rule.
•
Be sure you know the source and destination accounts.
•
After you fully understand the drivers of the calculation, use the proper object
component or template to build the rule. The components and templates facilitate
member selection to help deploy the rules.
Leveraging runtime prompts for members such as Entity, Scenario, and Version
allows your rule to be dynamic and run based on user input.
Build Reports
Building reports allows you to report on your financials for management. In this step,
you build your Income Statement and other detailed reporting with the proper
formatting that your management team is accustomed to reviewing.
Report formats specify the layout of the report, such as which elements are on the
rows and columns. Report formats can be used to create many different reports, such
as by Cost Center or by Division.
Best practices:
•
Before building reports, determine how many different report formats are
required.
•
To simplify building reports, specify a report format for each type of report you
need.
•
Begin building reports by arranging dimensions properly. Next, get the report to
capture the data. Finally, apply formatting.
Build Task Lists
Task lists guide users through the planning process by listing tasks, instructions, and
due dates. Task lists help flow users through the application to ensure that the process
is followed and that all of the proper data has been collected.
Task lists should be developed to support the different types of users and process
flows. Tasks can help users perform many types of tasks, such as:
•
Open a form
•
Launch a business rule that you specify
•
Start the review process with a specified scenario and version
•
Copy a version of the current form’s data
•
Open a specified URL
F-16 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
Tasks guide users through the planning process. Tasks can help users perform many
types of tasks. They help flow users through the application to ensure that the process
is followed and that all of the proper data has been collected.
Build tasks to support the different types of users and process flows.
Set Up the Navigation Flow
Navigation Flow sets the clusters or cards available at the top of the user screen. The
cards are typically associated with actions in your business process, such as Plan
Revenue and Plan Expenses. Within each card, vertical tabs can be created to lead the
user through the process for that business area. Forms can be linked to a vertical tab to
guide the user in the process. Vertical tabs can have one or many horizontal tabs
linking to either forms or dashboards.
Your application comes with a default navigation flow. To customize the cards and
flow for your organization, copy the default, and then you can use it to make your
own.
Tap or click Settings, then Navigation Flow. Tap or click Action, then Create Copy.
You can create a cluster to represent an entire business process that can contain cards
for the actions, or you can simply create new cards. Cards can be designed to be single
page or can have multiple tabs. For a card that is set up to be tabular, you can have
multiple tabs that allow you to have content visible to the end user as horizontal tabs.
You specify the content type for each of the tabs and link to an artifact.
For example, you can associate cards with:
•
Dashboards
•
Forms
•
Rules
•
Approvals
Set up Access Permissions
Access permissions determine a user’s privileges after the product launches. Most
often, groups are established to help organize users. By definition, a user group is a set
of users with similar access permissions.
Access permissions for groups and individual users can be assigned to these
application elements:
•
Scenarios
•
Versions
•
Accounts
•
Entities
•
Custom dimension members
•
Forms
•
Business rules
Users can be in a group:
•
Service Administrator
Designing Your Application F-17
Design Walkthrough
•
Power User
•
Planner
•
Viewer
Best practices:
•
For dimensions secured by default, modify access permissions as needed.
•
Assign access permissions to application elements such as dimension members,
forms, and rules. Users can view or use only those application elements to which
they have access.
About Users and Groups
Your company’s users must be added to the Oracle Identity Management System prior
to gaining access permissions to any of the elements in your application. Access
permissions determine a user’s privileges after the product launches.
By definition, a user group is a set of users with similar access permissions. The use of
groups as a way to organize users and assign access permissions is a best practice.
Add Users
Users must be added to your environment, assigned privileges, and granted access to
the application.
Users' roles will be defined as one of these types:
•
Service Administrator - Creates and manages applications, including dimensions,
forms, Calculations, and so on. The Service Administrator manages access
permissions and initiates the budget process
•
Power User - Creates and maintains data forms, Smart View worksheets, business
rules, task lists, and reports. Manages the budget process. Can perform all Planner
tasks.
•
Planner - Enters and submits plans for approval, runs business rules, uses reports
that others have created, and views and uses task lists. Leverages Smart View to
enter data and do ad hoc analysis.
•
Viewer - Views and analyzes data through data forms and any data access tools
for which they are licensed. Viewers cannot modify any data in the application.
Typical View users are executives who want to see business plans during and at
the end of the budget process.
Planners, Power Users, and Viewers can access forms, task lists, and business rules
based on permissions assigned by the Service Administrator.
Create Groups
It is highly recommended to leverage groups when assigning access permissions to
users. Having groups of similar users eases security maintenance on an on-going
basis. As users are added to groups, they inherit the access permissions of the group.
Assigning group access permissions to elements such as dimension members, forms,
and task lists means that you don’t need to assign those access permissions
individually for each user.
Best practices:
F-18 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
•
If an individual user is assigned to a group, and the access permissions of the
individual user conflict with those of the group, the individual user’s access
permissions take precedence.
•
The use of groups for sets of users with similar access permissions should be well
defined prior to implementing user access.
•
Individual permissions override group permissions.
•
If an individual is assigned to multiple groups, the group with the highest access
permission takes precedence.
Access permissions assigned to a user directly override access permissions inherited
from groups that the user belongs to. For example, if you have inherited read access to
Plan from a group but are assigned write access to Plan directly, you get write access
to Plan.
Assign Users to Groups
As a best practice, leverage groups as a way to reduce maintenance and assign similar
access to users. Give users access to the appropriate groups.
Assign Access to Dimensions
In order for users to read or write data, access permissions must be assigned to the
following dimensions:
•
Account
•
Entity
•
Scenario
•
Version
If security is enabled on custom dimensions, you must assign security to users to those
dimensions as well. For dimensions secured by default, modify security access as
needed.
Assign Access to the Account Dimension
Give users read or write access only to those accounts they are allowed to see. You can
assign access privileges as Read, Write, or None.
Best practices:
•
Relationship functions should also be leveraged whenever possible to reduce ongoing security maintenance. The relationship functions are: Member, Children,
iChildren, Descendant, and iDescendant. For example, assigning Write access to
Descendants of Net Income for a group allows all users of that group to have
Write access to all accounts that are descendants of Net Income. This way, you
don't need to assign access individually to each account.
•
To take full advantage of the rules of precedence and inheritance, use an
exception-based method for managing security. Primary assignment of security
should be by group and relationship. Assign group rights to parent level
members, and use relationships to push the assignments down to the children or
descendants. Assign individual user rights to children on an exception basis.
Assign Access to the Entity Dimension
Give users read or write access only to those entities they are allowed to see. You can
assign access privileges as Read, Write, or None.
Designing Your Application F-19
Design Walkthrough
Assign Access to the Scenario Dimension
Access to Scenario is typically set to Read or Write. For example, you may want to
assign access to Actual and Variance scenarios as Read, and to Plan and Forecast as
Write.
Assign Access to the Version Dimension
Access to Version is typically set to Read or Write. For example, you may want to
assign access to Final Version as Read, and to Working as Write.
Assign Access to Custom Dimensions
If security is enabled on any custom dimension, you must assign security to the
dimension in order for users to have access.
Assign Access to Forms
Before users can open forms, they must be assigned access permissions.
Planners who are assigned access to a form folder can access the forms in that folder
unless they are assigned more specific access.
Planners and interactive users can view or enter data only into forms to which they
have access. They can work only with members to which they have access.
Tips:
•
To simplify assigning access to forms, organize forms into folders and assign
access at the folder level instead of the individual form level. Access permissions
can be set to Read, Write or None.
•
When you assign access to a folder, all folders under it inherit that access.
•
If you assign specific access (such as None or Write) to a form folder, that access
permission takes precedence over its parent folder's access permissions. For
example, if a user has Write access to Folder1 that contains Folder2 to which the
user has None access, the user can open Folder1, but does not see Folder2.
•
If a user has None access to a form folder called Folder1 that contains a form
called Form1 to which the user has Write access, the user can see Folder1 and
Form1.
Assign Access to Business Rules
Before users can launch business rules, they must be given access permissions to the
rules.
As a best practice, organize business rules into folders that have similar user access,
and apply security to the folders. You can also give access permissions to individual
business rules, although this is a little more time-consuming.
Planners have Launch access to Calculation Manager business rules in folders to
which they are assigned access, unless they are assigned more specific access
Assign Access to Task Lists
In order to navigate through the application, users must be assigned access to
individual task lists.
As a best practice, assign access using groups. This is more efficient than applying
access to individual task lists.
Assign Access to Reports
F-20 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
Users must be assigned access to a report before they can use it.
As with other artifacts, it is recommended that you organize reports into folders and
assign access at the folder level. This limits the amount of maintenance required for
security. As reports are added to the folder, access is inherited from the folder.
Build Process Management
Use process management to track budgets and review status, planning unit
ownership, and process issues. This reduces the time required for the planning cycle.
Set up the approval path independent of organizational structure to reflect the path a
plan or forecast must follow for approval.
Users can provide annotations and comments for their submissions.
Set up the Planning Unit Hierarchy
Setting the planning unit hierarchy defines the promotional path used in process
management. The basis of the planning unit hierarchy is the Entity or any part of the
Entity dimension in combination with any secondary dimension.
The secondary dimension can be a mix between several dimensions, depending on
where you are in the workflow. For example, you can combine the Entity dimension
with the Products dimension in the promotional path for certain entities, while using
the Channels dimension in the promotional path for other entities.
Owners and reviewers can be directly assigned the planning unit. Validation rules can
be created to handle conditional promotion path dependent on data conditionals. You
create different planning unit hierarchies to support review processes within your
organization
The planning unit hierarchy is then assigned to the appropriate Scenario and Version
combination.
Planning units are combinations of scenario, version, and entity or part of an entity.
Scenarios and versions are the basis of the review cycle. A planning unit hierarchy
contains planning units and any other dimensions that are part of the review process.
Things to know about process management:
•
The review process follows the promotional path you set up when you select the
owner and reviewers for a planning unit, unless an event triggers a change in the
promotional path.
•
Parent/child relationships between planning unit hierarchy members affect the
review process
•
When users promote or reject a parent, the parent’s children are promoted or
rejected unless they are approved. The owner for the parent becomes the owner of
the children.
•
When users approve a parent, its children are approved.
•
After all children are promoted to the same owner, the parent is promoted to the
owner.
•
When the status of all children changes to one status, for example Signed Off,
parent status changes to the same status.
•
Users cannot change the status of a parent if its children have different owners.
Designing Your Application F-21
Design Walkthrough
•
If the children are promoted to, submitted to, or signed off by different users, the
parent has no owner and only budget administrators can change its status.
•
The planning unit moves from one reviewer to another until the budget process is
complete.
Test
Testing is a critical step in application development. All of the calculations, access
permissions, and reports must be tested to ensure that they work appropriately.
About Unit Testing
Unit testing is the first step of formalized testing, and is the main building block of the
test environment. Unit testing involves testing each functional area of the application
as a separate unit to ensure that it performs as expected.
For example, a test could confirm that a data load executes to completion without
errors. Other tests could confirm that forms and reports are accessible, calculations
complete, and so on.
The person that builds or configures the application usually conducts unit testing.
About System Testing
System testing validates that the system operates without error and provides the
required functionality.
The main emphasis is to test the way in which the application has been configured and
to look at how the team has constructed the business processes and reports. System
testing focuses on testing the entire system, including unique parameter configuration,
all functions that will be used, and any enhancements.
System testing also looks beyond the software, and validates the effectiveness of
manual procedures, forms and controls. It is a complete set of formal functional tests
covering all aspects of functionality within the system being built.
This type of test is often combined with:
•
Security Tests - Tests that the system security and database security is appropriate
for the overall system and each specific user.
•
Integration Tests – Tests the overall business solution, including the passage of
data to and from other integrated systems. This confirms that the functionality
remains valid when all aspects of the system have been combined.
•
User Acceptance Tests - Users validate that the system operates correctly and
meets requirements. If users are not involved in formal system testing or they
request specific tests, there may be a need for further acceptance tests. However,
in most cases, this type of testing is done as part of System and Integration Tests,
provided that users recognize these tests as adequate for acceptance purposes.
Rollout
During rollout, you can train end users on the system, and show them how to navigate
and use functionality. As a best practice, document your system to enable someone
else to take over administration if necessary.
Training
All users of the system should be trained on the application. Users need to learn how
to navigate comfortably around the application and understand the tasks assigned to
them. Training should include logging into the application, navigating through task
F-22 Oracle Cloud Administering Planning for Oracle Planning and Budgeting Cloud
Design Walkthrough
lists, entering data, running rules, using Smart View, and using tools within the
application. Training is typically the user’s first exposure to the application, and a well
planned and executed training session helps make a good first impression.
Document System and Administrative Information
After building your application, it is recommended that you create system and
administrative documentation for the application.
Best practices:
•
Create this documentation at the end of the Build Process when the information is
fresh.
•
Include information such as the sources of data, the application structure, how
calculations work, and what maintenance is required for the application.
List maintenance tasks broken down into timeframes, such as monthly and annual
maintenance. This makes it possible for someone else to take over the system later if
necessary.
Enable the Application for Users
To enable the application for end users, you must open up the system enabling. In
addition, start planning units to enable process management.
Start Planning Units
The planning unit must be started before users can access the system to begin the
review process. After it is started, the planning unit moves from one reviewer to
another until the process is complete.
Designing Your Application F-23
Design Walkthrough
F-24 Administering Planning for Oracle Planning and Budgeting Cloud
G
PBCS Plus One Business Process Option
In addition to the Standard PBCS and Enterprise PBCS licenses, Oracle offers a PBCS
Plus One Business Process option. When you purchase the Enterprise PBCS license or
PBCS Plus One Business Process option license, depending on the specific option you
license, you can create an application of Enterprise type or convert a Standard
application to an Enterprise application type and choose to configure Enterprise
business processes: Financials, Strategic Modeling, Workforce, Projects, or Capital.
Some features in the product are supported only when your application is an
Enterprise application type. One such feature is using Groovy rules (see Using Groovy
Rules).
PBCS Plus One Business Process Option G-1
G-2 Administering Planning for Oracle Planning and Budgeting Cloud
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