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CreatingClassicPlanningApplicationsinOracleHyperionPlanning,
FusionEdition11.1.2
Purpose
ThistutorialshowsyouhowtocreatePlanningapplicationsusingtheClassicPlanningAdministrationwizard.

TimetoComplete
Approximately1hour.

Overview
YoucancreatePlanningapplicationsusingClassicApplicationAdministration.TouseClassicApplication
Administration,youmustbeassignedtheappropriateroles,asdescribedintheOracleHyperionEnterprise
PerformanceManagementSystemUserandRoleSecurityGuide.
ForClassicPlanningapplications,youuseClassicApplicationWizardtocreateanddeleteapplications,and
registerwithHyperionSharedServices.WhenyoucreateClassicapplications,youcansetthemupto
calculatebusinessrulesbyusingBusinessRulesorCalculationManager.

SoftwareandHardwareRequirements
Thefollowingisalistofsoftwarerequirements:
OracleHyperionPlanningPlus11.1.2
OracleHyperionPlanningPlus11.1.2includesthefollowingcomponents:
OracleHyperionEnterprisePerformanceManagementSystemRelease11.1.2StartHere:Installation
DocumentsandReadmes
OracleHyperionEnterprisePerformanceManagementSystemInstaller,FusionEditionRelease11.1.2
HyperionEnterprisePerformanceManagementSystemFoundationServicesRelease11.1.2
OracleHyperionEnterprisePerformanceManagementSystemAdditionalContentRelease11.1.2
OracleHyperionCalculationManagerRelease11.1.2
OracleHyperionEnterprisePerformanceManagementArchitect,FusionEditionRelease11.1.2
OracleEssbaseRelease11.1.2
OracleEssbaseClientsRelease11.1.2
OracleEssbaseSpreadsheetAddinRelease11.1.2
OracleHyperionFinancialReporting,FusionEditionRelease11.1.2
OracleHyperionEnterprisePerformanceManagementReportingandAnalysisCoreComponentsRelease
11.1.2
HyperionWebAnalysisRelease11.1.2
OracleHyperionPlanning,FusionEditionRelease11.1.2
Optional:HyperionDataIntegrationManagementAdaptersRelease11.1.1.1.0
Optional:OracleHyperionSmartViewforOffice,FusionEditionRelease11.1.2
Optional:OracleDataIntegrator,OracleDataProfiling,andOracleDataQualityforDataIntegrator10g
(10.1.3.5.0)
Optional:OracleIdentityManagement11g(11.1.1.1.0)
RelationalstoragedatabasesarerequiredintheinstallationandconfigurationofOracleHyperionPlanning
Plus11.1.2.ThistutorialrequiresarelationalstoragefortheClassicPlanningapplication.SeetheOracle
HyperionEPMSystemRelease11.1.2StartHere:InstallationDocumentsandReadmes.

Prerequisites
Beforestartingthistutorial,youshould:
1. HaveadministratoraccesstoaworkinginstallationofOracleHyperionPlanning11.1.2.

2. HaveaccesstorelationalstorageusedtocreateaPlanningdatasource.

3. HaveadministratoraccesstoAdministrationServicesConsole.

4. HavedefinedanEssbaseServerviewinAdministrationServicesConsole.

ManagingPlanningDataSources

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DimensionsandmembersarestoredintheEssbasedatabasesandinthePlanningrepository(Planning
relationaldatabase).EachPlanningapplicationrequiresaPlanningrepository.
TocreatePlanningdatasources:
1. LogontoWorkspace.

2. SelectNavigate,thenAdminister,thenClassicApplicationAdministration,andthenPlanningAdministration

3. Intheleftpane,clickManageDataSource.

YoucanalsoclicktheManageDataSourcebuttoninthecontentpane.

4. ClickCreateDataSource.

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5. Performthefollowingactionsfortheapplicationdatabase:
Selectadatabaseplatform.Inthisexample,Oracleisselected.
Entertheserverthathostsyourdatabase.Inthisexample,localhostisentered.
Enterthedatabaseportnumber.ThedefaultportfortheOracledatabaseis1521.
EntertheOracleservicenameorsystemidentifier(SID).Inthisexample,theOracleSIDisORCL.
Entertheuserassociatedwiththedatabaseschema.Inthisexample,ST01PLN2isused.
Entertheschemapassword.
ClickValidateDatabaseConnection.

Thefollowingmessageconfirmsthattheconnectionwassuccessful:

6. EntertheconnectioninformationtoyourEssbaseServer,andclickValidateEssbaseConnection.

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Thefollowingmessageconfirmsthattheconnectionwassuccessful:

7. ClickFinish.

CreatingaClassicPlanningApplication
PrintPreview

CreatingClassicPlanning
Applications

TocreateaclassicPlanningapplicationinClassicApplicationAdministration:
1. Intheleftpane,clickCreateApplication.

Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication

YoucanalsoclickCreatefromClassicApplicationWizardtostarttheapplicationcreationprocess.

LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

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2. OntheSelecttab,performthefollowingactions:
Selectadatasource.Inthisexample,theST01PLN2datasourcecreatedintheprevioustopicisselected.
Enterthenameoftheapplication.Thenamecancontainuptoeightcharacters.Itmustbedifferentthanan
existingEssbaseapplication.Inthisexample,wenametheapplicationPlanBud.
Enteranapplicationdescription.Inthisexample,PlanningandBudgetingapplicationisentered.
SelectaSharedServicesProject(applicationgroup).Inthisexample,thePlanBudapplicationwillbegrouped
undertheDefaultApplicationGroup.
Selectaninstance(cluster)tousefortheapplication.Inthisexample,Defaultisselected.
Selectanapplicationtype.Inthisexample,Generalisselected.
ForCalculationModule,selectBusinessRulesorCalculationManager.Inthisexample,CalculationManager
isselected.

3. SelecttheCalendartab.

4. Selectthebasetimeperiod,fiscalstartyear,fiscalstartmonth,weeklydistribution,andtotalyears.
PrintPreview

CreatingClassicPlanning
Applications
Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
5. SelecttheCurrenciestab.
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

6. Selectthedefaultapplicationcurrency.Iftheapplicationsupportsmultiplecurrencies,selectYes.

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7. SelectthePlanTypestab.

8. Performthefollowingactions:
SelectPlanType1andPlanType2,andclearallotherplantypeselections.
Enteranameforbothplantypes.Inthisexample,IncstmtandBalsheetareentered.

Note:Thenameandnumberofplantypesdependonyourbusinessrequirements.

9. SelecttheFinishtab.

PrintPreview

CreatingClassicPlanning
Applications

10. ReviewyourselectionsandclickFinishtocreatetheapplication.

Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication

Whentheapplicationcreationissuccessfullycompleted,thefollowingmessageisdisplayed:

LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

OpeningthePlanningApplication
ToopenthePlanningapplicationinWorkspaceaftercreatingitinClassicApplicationAdministration:
1. InWorkspace,selectNavigate,thenApplications,andthenRefresh.

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TheRefreshmenuoptionupdatesthenavigationmenuwithnewapplications.

2. SelectNavigate,thenApplications,thenPlanning,andthen[ApplicationName].
Inthisexample,youopenthePlanBudapplication.

3. ThePlanBudapplicationisdisplayed.AftercreatingClassicPlanningapplications,youcanadddimension
members,dataforms,menus,businessrules,andtasklists.

PrintPreview

CreatingClassicPlanning
Applications
Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

4. SelectAdministration,thenManage,andthenDimensions.

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Youcanmanagedimensions,setperformancesettings,andchangetheevaluationorderinDimensionEditor.

PrintPreview

CreatingClassicPlanning
Applications

5. SelectAdministration,theManage,andthenDataFormsandAdHocGrids.

Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
Clickicontohideallscreenshots

TheDataFormManagementpageisdisplayed.

Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

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Youmanagedataformsandfolders,andadhocgridsintheDataFormManagementpage.

6. Aftermakingchangestoyourapplication,youmustrefreshtheEssbasedatabaseoutline.
SelectAdministration,thenApplication,andthenRefreshDatabase.

PrintPreview

CreatingClassicPlanning
Applications

7. MakeyourselectionsandclickRefresh.

Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ThefollowingexampledisplaysaPlanningapplicationwithdefineddimensions,members,dataforms,andother
Planningobjects.

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

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LoadingDataIntotheApplication
Priortoloadingdatatotheapplication,ensurethatyou:
HaveaPlanningapplicationwiththerequiredmetadata.
Haveadatafilethatmapstothemetadatadefinedintheapplication.
HaveadministratoraccesstoPlanningandAdministrationServicesConsole.
HavedefinedanEssbaseServerviewinAdministrationServicesConsole.
ThistutorialshowsyouhowtoloaddataintotheIncstmtplantypeinthePlanBudapplication.Toloaddatainto
theapplication:
1. LogontoAdministrationServicesConsole.

2. Intheleftpane,expandEnterpriseView,thenEssbaseServers,then[ServerView],thenApplications,then
Planbud,andthen[PlanType].
Inthisexample,thePlanBudapplicationisaccessedfromtheUPKPS1RC4:1423EssbaseServerview.The
Incstmtplantypeisselected.Essbasereferstoplantypesasdatabases.
PrintPreview

CreatingClassicPlanning
Applications
Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

3. SelectActions,andthenLoaddatafor"[PlanType/Database]".

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4. IntheDataLoaddialogbox,clickFindDataFile.

PrintPreview

CreatingClassicPlanning
Applications
Thistutorialcontainsthefollowingsections:
Purpose

TimetoComplete
Overview

5. SelecttheFileSystemtab,locateyourdatafile,andclickOK.

SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

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6. ClickOKtoexecutethedataloadprocess.

PrintPreview

CreatingClassicPlanning
Applications
Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots

YoucanalsoselecttheAbortonErroroptionintheDataLoaddialogboxtostoptheloadingprocesswhenan
erroroccurs.
Thefollowingprogressboxisdisplayedduringthedataloadprocess:

Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

7. Whenthedataloadprocessiscompleted,theDataLoadResultsdialogboxdisplaysastatusofSuccess.

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8. OpenadataforminyourPlanningapplicationtoverifythatdatawasloadedsuccessfully.

PrintPreview

CreatingClassicPlanning
Applications
Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources

CreatingaClassicPlanningApplication

OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

Summary
Inthistutorial,youhavelearnedhowto:
ManagePlanningdatasources.
CreateaClassicPlanningapplication.
OpentheClassicPlanningapplicationthatyoucreated.
LoaddataintoPlanningapplications.

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

Resources
OracleHyperionPlanning,FusionEditionAdministrator'sGuide
OracleEssbaseDatabaseAdministrator'sGuide
TolearnmoreaboutOracleEPMSystemproducts,refertoOBEs,demos,andtutorialsontheLearning
Library.

AboutOracle |

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Notices| TermsofUse | YourPrivacyRights

PrintPreview

CreatingClassicPlanning
Applications
Thistutorialcontainsthefollowingsections:
Purpose
TimetoComplete
Overview
SoftwareandHardwareRequirements
Prerequisites
ManagingPlanningDataSources
CreatingaClassicPlanningApplication
OpeningthePlanningApplication
LoadingDataIntotheApplication
Summary
Resources

ViewingScreenshots
Clickicontohideallscreenshots
Note:Alternatively,youcanclickanindividualicon
(orimage)associatedwitheachsteptoview(or
hide)thescreenshotassociatedwiththatstep.

http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/PLN11.1.2_ClassicApp/index.html

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