Table of Contents
Table of Contents
Preface
Course Objectives
Course Structure
Course Materials
Student Guide
Activity Guide
Conventions
Getting Started
Overview
Planning Overview
Objectives
Oracle’s Enterprise Performance Management System
Oracle Business Intelligence Suite Enterprise Edition Plus
Hyperion Product Components
Planning
Product Components
Additional Product Components
Planning Architecture
Client Tier
Application Tier
Database Tier
User Roles
EPM Architect
Planning Interface
Planning and Essbase
Planning Repository and Essbase
Dimensions
Dimension Hierarchies
Metadata
Dimensions and Data
Multidimensional View of Information
Drill-Down Process
Essbase Terminology-Hierarchies
Essbase Terminology-Families
Essbase Terminology-Generations and Levels
Navigating Workspace
Objectives
System 9 Workspace
Workspace Overview
Launching Workspace
Workspace User Interface
Workspace Navigate Menu
Opening Applications
Navigating in Planning
Reviewing Available Menu Options
Basic and Advanced Modes
View Pane and Content Area
Opening Data Forms
Creating Application Structures
Overview
Creating Dimensions Overview
Objectives
Plan Types
Planning Dimensions
Required Dimensions
Period and Year
Scenario and Version
Entity
Account
Currency
HSP_Rates
Alias and Smart Lists
User-Defined Dimensions
Dense Dimensions
Sparse Dimensions
Data Block Creation
Determining the Number of Data Blocks in a Database
Creating Data Blocks and Retrieving Data
Determining Data Structure and Performance of Data Blocks
Selecting Aggregation, Storage, and Calculation Options
Selecting Aggregation Options
Selecting Data Storage Options
Calculating Data
Using Two-Pass Calculations
Determining Performance Efficiency
Managing Dimensions with EPM Architect
Objectives
About Dimension Management
Master View
Application View
EPM Architect Process
Adding Dimensions to Master View
Organizing Dimensions
Filtering Dimensions
Sorting Dimensions and Folders
Creating Members
Guidelines for Member Names
Modifying Member Properties
Property Value Inheritance
Managing Property Value Inheritance
Creating Alternate Rollups
Managing Members
Moving Members
Deleting Members
Renaming Members
Reordering Children
Inserting Members Using Relationships
Finding Members
Creating Aliases
Adding Currencies
Number Formatting
Scaling
Triangulation
Reporting Currency
Creating Associations Between Dimensions
Setting Up the Period, Scenario, and Version Dimensions
Objectives
Time Periods Overview
Period and Year Dimensions
Dynamic Time Series Members
Setting Up Dynamic Time Series Members
Choosing How Data Is Stored
Scenario Dimension
Creating Scenarios
Enable Process Management
Time Periods
Exchange Rate Table
Use Beginning Balance
Access Rights
Deleting Scenarios
Version Dimension
Creating Versions
Setting Up the Entity Dimension
Objectives
Entities Overview
Entity Members and Plan Types
Identifying the Currency Value for Entities
Adding and Modifying Entities
Saving Dimensions
Deleting Entities
Setting Up the Account Dimension
Objectives
Accounts Overview
Account Types
Time Balance Options
Saved Assumptions
Data Types and Exchange Rate Types
Creating Account Hierarchies
Adding and Modifying Accounts
Consolidation Order
Consolidation Order Example
Creating User-Defined Elements
User-Defined Dimensions
Attributes Overview
Viewing, Aggregating, and Reporting
Creating Attribute Crosstab Reports
Creating Attributes
Examples of Attribute Values
Assigning Attribute Values
Member Formulas Overview
Adding Member Formulas
Adding User-Defined Attributes
Smart Lists Overview
Creating Smart Lists
Modifying Smart Lists
Associating Smart Lists with Members
Setting Data Forms to Use Smart Lists
Loading Metadata
Overview
Loading Metadata from a File
Objectives
Metadata Load Files
Formatting Load Files
Load File Sections
Formatting Dimensions Sections
Formatting Members Sections
Formatting Hierarchies Sections
Formatting DimensionAssociation Sections
Loading Metadata Process
Creating Import Profiles
Mapping Dimensions
Mapping Properties
Running Import Profiles
Viewing Job Status
Viewing Import Errors
Loading Metadata from Interface Tables
Interface Tables Process
Setting Up Interface Tables
Creating Application Views
Objectives
Creating Application Views
Dimension Library Panes
Adding Dimensions to Application Views
Excluding Members
Member Properties
Configuring Application Settings
Configuring Plan Types
Specifying Currency
Setting Up Time Periods
Removing Dimensions
Setting Up Dimension Associations
Choosing Performance Settings for Optimal Performance
Dimension Order
Deploying Applications
Objectives
Deploying Applications Overview
Deployment Process
Validating Application Views
Comparing Application Views
Deploying Application Views
Creating Essbase Databases
Reviewing Planning Outlines
Essbase Directory Structure
Redeploying Applications
Setting Up Exchange Rates
Objectives
Currencies and Exchange Rates
Exchange Rates Tables Overview
Creating Exchange Rate Tables
Entering Exchange Rates
Types of Exchange Rates
Calculating Implied Rates Through Triangulation
Determining the Calculation Method
Exchange Rates and the HSP_Rates Dimension
Generating Currency Conversion Calculation Scripts
Copy Rates Calculation Scripts
Currency Conversion Calculation Script
Calculate Currencies Business Rule
Loading Data and Calculating the Database
Overview
Loading and Calculating Data Overview
Objectives
Loading Data
Requirements for Data Load Files
Multicurrency Applications
Setting Up Data Load Rules
Staging Data Using Interface Tables
Data Calculation Overview
Calculations Within Dimensions
Calculations and Data Blocks
Calculation Scripts
Loading Data
Objectives
Loading Data Using Administration Services
Creating Data Load Rules
Opening Data Sources
Defining Header Records
Associating Column Fields with Dimensions and Members
Replacing Text Strings
Validating and Saving Rules Files
Fixing an Invalid Rules File
Loading Data Using Rules Files
Interface Tables
Creating Interface Tables
Loading Data Using Interface Tables
Setting Up Security
Overview
Provisioning Users and Groups
Objectives
Planning Security Overview
Levels of Security
User Authentication
Task Security
Object Security
Data Security
User and Group Provisioning Overview
User Directories
Projects
Unassigned Applications
Provisioning Users and Groups
User Roles
Generating Provisioning Reports
Setting Up Access Rights to Planning Applications
Objectives
Assigning Access Rights
Access Options
Inheritance Options
Precedence and Inheritance of Access Rights
Reporting on Access Assignments
Importing Security Overview
Creating the Secfile.txt File
Importing Access Rights
Creating Security Filters
Designing Data Forms
Overview
Creating Data Forms and Folders
Objectives
Data Forms and Folders Overview
Data Form Elements
Creating Folder Structures for Data Forms
Data Form Requirements
Considerations for Setting up Data Forms
Setting Data Form Properties
Setting Row and Column Layout
Selecting Members
Creating Substitution and User Variables
Creating Asymmetric Columns and Rows
Setting Page and Point of View
Setting Options on the Other Options Tab
Identifying Missing Values
Selecting Business Rules
Previewing Data Forms
Composite Data Forms
Creating Composite Data Forms
Selecting Business Rules on Composite Data Forms
Printing Data Form Definition Reports
Assigning Access Rights to Data Forms
Customizing Data Forms
Objectives
Exporting and Importing Data Forms
Menus
Creating Menus
Associating Menus
Advanced Settings
System Settings Tab
Custom Tools Tab
Current Application Defaults
Managing User Variables
Creating User Variables
Applying User Variables
Setting Up User Preferences
Setting Up E-mail for Workflow Notifications
Applying Alias Tables
Setting Member Selection and Workflow Options
Setting Individual Display Options
Setting Individual Printing Options
Setting Individual User Variable Options
Entering Data in Planning
Overview
Entering Data
Objectives
Submitting Data in Data Forms
Elements on the Enter Data Page
Data-Entry Menu Options
Viewing Form Instructions
Recognizing Cell Color Cues
Navigating Data Forms
Copying and Pasting Data
Working with Non-Aggregated Data
Saving and Refreshing Data
Spreading Data
Time Balance Options
Spreading Data Using Grid Spreader
Spreading Data Using Mass Allocation
Adjusting and Annotating Plan Data
Performing Ad Hoc Analysis
Exporting Data to Spreadsheets
Adding Annotations
Adding Cell Text and Account Annotations
Adding Planning Unit Annotations
Adding Supporting Detail
Calculating Data in Data Forms
Calculate Data Form Calculation Script
Calculate Currencies Calculation Script
Business Rules
Entering Data with Smart Lists
Navigating Data Forms with Menus
Entering Data in Smart View
Objectives
Smart View Overview
Integrating Smart View with Office
Smart View Architecture
Establishing Data Source Connections
Planning and Smart View
Opening Data Forms in Smart View
Navigating Data Forms in Smart View
Entering Data in Smart View Using Data Forms
Adding Formulas to Data Forms
Calculating Data in Smart View
Offline Planning Overview
Taking Data Forms Offline
Working with Planning Offline
Synchronizing Data to the Server
