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Automating Tasks in Financial Management

This tutorial covers automating certain tasks in Financial Management.

This tutorial covers the following topics:

Overview
Scenario
Prerequisites
Creating a Taskflow
Testing the Taskflow
Summary
Related information

Overview
This tutorial covers creating a taskflow for automatically loading and consolidating data. You create a
taskflow by defining it and adding Stage 1 and Stage 2 tasks to it. The Stage 1 task loads data, and the
Stage 2 task consolidates data. Next, you add a link to each stage. The link to the Stage 1 task enables
the taskflow to proceed to the Stage 2 task if the Stage 1 task is completed successfully. The link to the
Stage 2 task ends the automation process. Finally, you test the taskflow to ensure that it loads and
consolidates the data automatically.

Scenario
Your company asked you to create and test a taskflow that automatically loads and consolidates data for
a parent entity.

Prerequisites
Before starting this tutorial, you should:
1. Have access to or have installed Oracle® Hyperion Financial Management, Fusion Edition 11.1.1.0.0
2. Have access to or have installed a Financial Management application (The Training application is
used for this tutorial.)
3. Have created a parent entity (California is used as a parent entity for this tutorial.)

Creating a Taskflow

You create a taskflow by defining a taskflow and adding Stage 1 and Stage 2 tasks to the taskflow. Next,
you add links to the Stage 2 and Stage 1 tasks. Finally, you save the taskflow.
Defining the Taskflow
Adding Stage 1 and Stage 2 Tasks
Adding Links to Stage 2 and Stage 1 Tasks

Defining the Taskflow  

1 On your desktop, perform the following actions:
. a. Double-click the Workspace icon .
b. Enter user name trnadmin and password hyperion.
c. Click Log On to log on to Workspace.
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2 In Workspace, select Navigate > Applications > Consolidation > TRAINING.
.

 
3 In the Training application, select Administration > Manage Taskflows.
.
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The Taskflow Listing Summary page is displayed.

 
4 Click New.
.

The Define Taskflow page is displayed.

 
5 Perform the following actions:
. a. In the Name box, enter LoadandConsolidateCA.
b. In the Description box, enter " To automate loading and consolidating data for California."
c. Click Submit.
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The Taskflow page is displayed.

 
6 Verify that the name of the taskflow is LoadandConsolidateCA, and that the name of the stage is Stage
. 1.

You have successfully defined a taskflow.

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Adding Stage 1 and Stage 2 Tasks

 
1 On the General tab, perform the following actions:
. a. In the Name box, enter LoadData.
b. In the Description box, enter Load Data.
Tip: No spaces are allowed in stage names.
c. Under Run As, enter user name trnadmin and password hyperion.

 
2 On the Processing tab, perform the following actions:
. a. In the Application list, select the Training application.
b. In the Action list, select Load Data.
c. Enter or select the following parameters:
Parameter Type Entry/Selection
Data File Text box c:\cf\CF\Training\eastwest.dat
Log File Text box c:\cf\CF\Training\eastwest.log
Delimiter Text box ;
Mode Picklist Replace
Accumulate within File Picklist False
Contains Ownership Data Picklist False
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3 On the Starting Event tab, perform the following actions:
. a. In the Starting Event list, select ScheduledEvent.
b. Enter a start date and start time.
Tip: You can enter any date and time.
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Note: The server date is the time on the Financial Management application server.
 
4 Click Add Stage to add the Stage 2 task to the taskflow.
.
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5 On the General tab, perform the following actions:
. a. In the Name box, enter ConsolidateCA.
b. In the Description box, enter Consolidate California.
Tip: No spaces are allowed in stage names.
c. Under Run As, select Initiator.
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6 On the Processing tab, perform the following actions:
. a. In the Application list, select the Training application.
b. In the Action list, select Consolidate.

 
7 Under Parameter Name, perform the following actions:
. a. In the POV list, select URL.
b. Click the Edit link.
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The POV page is displayed.

 
8 Under POV, select the following dimensions, and click OK.
. Category Year Period Entity
Actual 2008 February UnitedStates.California
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9 In the Type list, select Picklist, and from the list to the right of the Type list, select All With Data.
.
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You have successfully added Stage 1 and Stage 2 tasks to the taskflow.
 
Back to Topic
Adding Links to Stage 2 and Stage 1 Tasks
 
1. Select ConsolidateCA, and click Add Link.
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2. On the General tab, perform the following actions:
a. In the Name and Description boxes, enter End.
b. In the Receiving Stage list, select End.
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You have successfully added a link to the Stage 2 task. 

3. Select LoadData.
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4. Click Add Link.
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5. On the General tab, perform the following actions:
a. In the Name and Description boxes, enter Success.
b. In the Receiving Stage list, select ConsolidateCA.
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Note: The Receiving Stage is defined as ConsolidateCA, because the taskflow proceeds to Stage 2 if
the data load is successful.
 
6. On the Condition tab, perform the following actions:
a. In the Variable list, select LoadData_Result.
b. In the Relational Operators list, select Equal to.
c. In the Value list, select Success.
d. Click Add.
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7. Under Condition, ensure that the condition reads as LoadData_Result Equal to Success, and click Add
Link.

 
8. On the General tab, perform the following actions:
a. In the Name and Description boxes, enter Failure.
b. In the Receiving Stage list, select End.
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9. On the Condition tab, perform the following actions:
a. In the Variable list, select LoadData_Result.
b. In the Relational Operators list, select Equal to.
c. In the Value list, select Failure.
d. Click Add.

 
10 Under Condition, ensure that the condition reads as LoadData_Result Equal to Failure, and click Save
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. to save the taskflow .

The Taskflow Listing Summary page is displayed.

 
Testing the Taskflow
After creating the taskflow, you are ready to test it.
1 On the Taskflow Listing Summary page, select the taskflow, and click Run Now.
.

The system displays the message, "Taskflow Initiated successfully."

 
2 Click OK.
.
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3 Select Administration > View Taskflow Status.
.

The Taskflow Status Summary page is displayed.

 
4 Perform the following actions:
. a. In the Status list, select All.
b. In the Application list, select TRAINING.
c. In the Taskflow list, select LoadandConsolidateCA.
d. Click Search.

The taskflow appears as a line item.

 
5 Select the ID link to view information about the taskflow.
.
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The Taskflow Participant Summary page is displayed.

 
6 Select Administration > Task Audit.
.

 
7 Click View, and review the Load and Consolidate tasks in the Task Audit list.
.

You have successfully created and tested a taskflow that automates loading and consolidating tasks. 

Summary
In this tutorial, you learned how to:
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Create a taskflow
Test the taskflow