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Hyperion Planning
Fundamentals

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Objectives
After completing the presentation, you should be able to understand how to:
n  Create Planning applications using EPMA
n  Create dimensions
n  Load Meta data from Files
n  Set up Exchange Rates
n  Set up security for users, groups, and member access
n  Create data forms, enter data and manipulate/adjust data
n  Set up and test business rules
n  Review budget data by using Process Management
n  Migration of applications using LCM
n  Working with Planning Classic Administration
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Readers Expectation out of this presentation

Your expectations out of this 5-day Hyperion Planning course, are –

-  Overall functionality of Hyperion Planning
-  Advanced understanding of Hyperion Planning so that it can help during
implementation.
-  Learn System admin activities for Hyperion Planning

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Lesson 1 - Planning Overview

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Objectives

After completing this lesson, you should be able to:

n  Describe Oracle’s Enterprise Performance Management system
n  Describe the main features of Planning
n  Describe the product architecture of Planning
n  Describe the relationship between Planning and Essbase

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Oracle’s Enterprise Performance Management System

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EPM and BI Application Components

This Layer includes integrated suite of market leading Performance Management
tools, based on Hyperion product suite.
—  Oracle Hyperion Financial Management, Fusion Edition
—  Oracle Hyperion Performance Management Scorecard, Fusion Edition
—  Oracle Hyperion Strategic Finance, Fusion Edition
—  Oracle Hyperion Planning, Fusion Edition
—  Oracle Hyperion Capital Asset Planning, Fusion Edition
—  Oracle Hyperion Workforce Planning, Fusion Edition
—  Oracle Hyperion Profitability and Cost management, Fusion Edition
—  Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition
—  Oracle Hyperion Financial Data Quality manager, with SAP Adapter
—  Oracle Integrated Operation Planning, Fusion Edition
—  Oracle Integrated Margin Planning, Fusion Edition, for Hyperion v11.1.2
—  Oracle Crystal Ball, Fusion Edition

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Financial Performance Management Applications
Financial Management

Planning

Strategic Finance
Hyperion Product Components

Performance Scorecard

Essbase
Essbase
Administration Services
Provider Services
Integration Services
Reporting and Analysis
Workspace Interactive Reporting

Web Analysis

Financial Reporting

SQR Production Reporting

Data Management
Data Relationship Management

Data Integration Management

Financial Data Quality Management

Foundation Services
Shared Services

Smart View
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Hyperion Planning
Planning has the following features:

n  Multidimensional data structure

n  Target setting and bottom-up planning

n  Iterative planning cycles

n  Complex business rules and allocations

n  Web-based data entry; management of the planning cycle through Web or
Excel interface.

n  Currency conversion for multicurrency applications

n  Headcount and salary expense modeling

n  Metadata and data synchronization between Planning applications and other
Hyperion products

n  Enhance decision making capability

n  Integrate with reporting system for report and analysis

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Product Components
n  Planning

n  Essbase

n  Administration Services

n  Performance Management Architect

n  Workspace

n  Calculation Manager

n  Smart View

n  Financial Reporting

n  Shared Services

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Related Product Components

n  Workforce Planning

n  Capital Expense Planning

n  Public Sector Planning and Budgeting

n  Profitability and Cost Management

n  Performance Scorecard

n  Strategic Finance

n  Financial Management

n  Financial Data Quality Management

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Hyperion Planning Architecture

Client Administrator Workspace Smart View Client Reporting Studio
Client Client

Application

Financial Shared Services, Java EPM Architect Web Server

Reporting Application Server for Dimension
Server Planning, EPM Architect, Server
Administration Services

Database

External EPM Architect RDBMS Planning RDBMS Essbase

Services
ODI / ERPi Legacy, ERP systems

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Planning and Essbase

EPM Architect Repository

Workspace Interface
Planning Repository

Java Application Server

Essbase Server

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Which data get stored where? Essbase Stores

Planning Relational Database stores §  Security
§  Application Framework §  Planning Data and Metadata
§  Metadata (Dimension, member, property)
§  Calculation Scripts
§  Exchange Rates
§  Security and Member Access
§  Process Management/ Planning Units
§  Annotations/ Cell Text/ Supporting Details
§  Work flow / Task Lists
§  Preferences
§  Application Setup
§  Data Forms
§  User Variables
§  Smart Lists
§  Business Rules

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Dimensions

Structural elements of an application that describe and hold data.

Account Entity Period

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Dimension Hierarchies
Parent
Child of GrossMargin;
parent of Sales and
OtherRevenues

Descendants
of GrossMargin

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Metadata
3689.00 Data

Sales
Actual
Manhattan Metadata
January
Cola

January actual sales for cola in Manhattan are 3689.00.

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Dimensions and Data

Data aggregates
to parents based on
aggregation options.
+ Add
Data is input
into base-level -  Subtract
members. * Multiply
/ Divide
~ Ignore

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Multidimensional View of Information

Profit
Total Exp.
Margin
Cogs
East West
Actual Budget Actual Budget
TV Jan
Feb
Mar
Qtr 1 Denver
VCR Jan LA
Feb
SF
Mar
Qtr 1 West
Februar March
y
Actual Budget Actual Budget
Sales Camera
TV
VCR
Audio
Margin Camera
TV
VCR
Audio

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Drill-Down Process

Period Entity Account Customer

All
Year Worldwide Profit
Customers

Quarter N America Sales Retail

Month East COGS Sears

Week New York Expenses Dept 10

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Essbase Terminology —Hierarchies

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EssbaseTerminology —Families
Dimension
Year
Qtr1 Ancestors of April

Descendants of Year
Qtr2
Year April
Qtr1
Siblings
Qtr2 Parent of April

April Child of Qtr2

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Essbase Terminology —Generations and Levels

Gen 1 Level 3
Gen 2 Level 2
Gen 3 Level 1
Gen 4 Level 0

Leaf Node

Gen 3 Level 0

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Summary
In this lesson, you should have learned to:
n  Describe Oracle’s Enterprise Performance Management system
n  Describe the main features Planning
n  Describe the product architecture of Planning
n  Describe the relationship between Planning and Essbase

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Lesson 2 – Navigating Workspace

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Objectives
After completing this lesson, you should be able to:
n  Describe the user interface components
n  Access Planning through Workspace
n  Navigate Planning

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Workspace
Workspace

BI+ Planning

Manage Enterprise Financial Information

Hyperion Applications Planning Output

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Workspace Overview
Manage View
applications reports

Work with
Planning
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Launching Workspace

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Workspace User Interface

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Setting User Preferences

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Opening Applications

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Navigating in Planning
Planning toolbar Planning Menus

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Basic and Advanced Modes

Basic mode limits users to the tasks and documents in the Task Lists to which
they have access.

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Data View
Formsbuttons View Pane and Content Area

View
Pane

Business Rules
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Opening Data Forms

Select Folder

Data Forms
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Summary
In this lesson, you should have learned to:
n  Describe the user interface components
n  Access Planning through Workspace
n  Navigate Planning

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Lesson 3 – Dimension Overview

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Objectives
At the end of this lesson, you should be able to:
n  Describe plan types
n  Identify required dimensions
n  Identify user-defined dimensions
n  Describe dense and sparse dimensions
n  Describe data block creation
n  Set up aggregation, data storage, and calculation options

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Summary
In this lesson, you should have learned to:
n  Describe plan types
n  Identify required dimensions
n  Identify user-defined dimensions
n  Describe dense and sparse dimensions
n  Describe data block creation
n  Describe aggregation, data storage, and calculation options

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Lesson 4 – Setting up System

Dimensions

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Objectives
After completing this lesson, you should be able to:
n  Describe Planning time periods
n  Customize time periods
n  Create Scenarios
n  Create Versions
n  Create Entity
n  Create Accounts

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Time Periods Overview

The Year and Period dimensions represent time.
You can:
n  Add years
n  Create new summary time periods or change the name of summary time periods
n  Add or change the aliases
n  Add up to 100 calendar years and 500 time periods to an application

You cannot:
n  Modify the Start Year after the application is deployed
n  Reduce the number of years without creating a database
n  Change the base time periods

n  Delete a dimension after creation of the application

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Customizing Time Periods

You can customize summary time periods in these ways:
n  Change the name
n  Change the range
n  Create new summary time periods
n  Add or change the alias
n  Add years and time periods

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Period and Year Dimensions

Year

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Dynamic Time Series Members

Predefined DTS Member Description

H-T-D History-to-date
Y-T-D Year-to-date
S-T-D Season-to-date
P-T-D Period-to-date
Q-T-D Quarter-to-date
M-T-D Month-to-date
W-T-D Week-to-date
D-T-D Day-to-date

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Setting Up Dynamic Time Series Members

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Choosing How Data Is Stored

The storage type for a member has a major impact on the size and calculation performance of your database.

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Scenario Dimension

The Scenario dimension specifies a data classification.

Actual Budget Forecast

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Scenario dimension

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Version Dimension
n  Versions provide process flexibility by providing iterative planning cycles.
n  Versions are independent of individual scenarios. For example, Preliminary
and Final versions could be associated with any scenario.
n  There are 2 version types:
–  Standard Bottom-Up
–  Standard Target

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Creating Versions

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Entities Overview
n  Entities allow you to model the flow of budget information through your
organization.
n  You can create an entity for each group or responsibility center that
submits a plan for approval.
n  You can assign plan types to entities.
n  Entities can have a currency property.
–  If no currency is defined, the application default currency is used.
–  The entity’s currency can be overwritten during data entry or data loads.

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Entity Members and Plan Types

n  When you define an entity member
you assign plan types.
n  If you do not assign a plan type to a
parent, its children do not have access
to that plan type.
Data Form Plan Types

IncStmt BalSheet Revenue

!"
Eastern US

Assigned NY

FL

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Identifying the Currency Value for Entities

The default currency is the currency that you specify when you create the
application view.

New York London Tokyo

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Adding and Modifying Entities

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Saving Dimensions
Save changes to the relational database.

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Deleting Entities

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Accounts Overview
n  You assign plan types to accounts.
–  If more than one plan type is assigned to an account, designate a source plan
type.
–  Other plan types pull their values from the source plan type.

Use aggregation
n  Form
Data options to define
Plan calculations
Types in the account hierarchy.

IncStmt BalSheet Revenue

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Detail Expense Accounts
Profit
Assigned Total Revenues

Total Expenses

Salaries

Rent
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Account Types
Account Type Variance Time Balance Skip Exchange Rate Type Currency Type

Expense Expense Flow N/A Average Currency

Revenue NonExpense Flow N/A Average Currency

Asset NonExpense Balance None Ending Currency

Liability NonExpense Balance None Ending Currency

Equity NonExpense Balance None Ending Currency

Saved NonExpense User-defined N/A None NonCurrency

Assumption

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Time Balance Options

Flow and Balance examples

Jan Feb Mar Quarter 1

Total Revenues Revenue 50 75 50 175

Cash on Hand Asset 100 150 75 75

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Saved Assumptions
Use Saved Assumptions to:

n  Centralize planning assumptions

n  Identify key business drivers

n  Ensure consistency across the application

Examples of Saved Assumption accounts include:

n  Headcount

n  Square footage

Define business rules that reference these saved assumptions such as:

n  Calculate office supplies by entity based on headcount

n  Calculate facilities expense based on square footage per location

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Data Types and Exchange Rate Types

Data
NonCurrency Date Currency Percentage Smart List Text
types

Exchange
rate types Average Ending Historical

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Creating Account Hierarchies

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Consolidation Order
Account (Never Share)
10
Profit (+)
7 Level 2
Margin (+) Level 1
3
Sales (+)
1
COGS (-) Level 0
Expenses (-) 2
6
Marketing (+)
4
Misc. (+)
5

Ratios (~) (Label Only)

Margin % (+) (Two Pass Calc) Margin % Sales;
8
Product Share (+) (Two Pass Calc) Sales % Sales -> Products;
9

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Consolidation Order Example

n  Consolidation order is defined by the order of members in the outline.
n  Essbase calculates data in top-down order.

Parent 6.67

Member 1 (+) 10
30
Member 2 (+) 20 5
Member 3 (-) 25 25 200

Member 4 (*) 40 40 400

Member 5 (%) 50 50 6.67

Member 6 (/) 60 60

Member 7 (~) 70

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Summary
In this lesson, you should have learned to:
n  Describe Planning time periods
n  Customize time periods
n  Create Scenarios
n  Create Versions
n  Create Entities
n  Create Accounts

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Lesson 5 – Create User Defined

Elements

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Objectives
After completing this lesson, you should be able to:
n  Create user-defined dimensions
n  Create attributes and assign attribute values
n  Describe member formulas
n  Add member formulas
n  Create Smart Lists

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User-Defined Dimensions
n  User-defined dimensions require:
–  Unique values across databases
–  Plan types assigned at the dimension level

Customer

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Attributes Overview
Base dimension Attribute dimensions

Customer Sales Rep Company Size

National Accounts Assad Akili Small

Your IT Source Sandy Smith Medium

ABC Company Doug Nichols Large

Software Company Chris Jones

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Examples of Attribute Values

The following are examples of attributes and their possible values.
n  Channel (Attribute of the Product dimension)
–  Retail
–  Catalog sales
n  Size (Attribute of the Product dimension)
–  Small
–  Medium
–  Large
n  Sales Rep (Attribute of the Customer dimension)
–  John Brown
–  Sandy Kennedy
n  Region (Attribute of the Customer dimension)
–  East
–  South
–  West
–  North

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Assigning Attribute Values

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Member Formulas Overview

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Adding Member Formulas

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Adding User-Defined Attributes

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Smart Lists Overview

n  Customer_Service_Class uses a smart list

n  Network Sales, Chip Sales, and Computer

Sales use data values

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Creating Smart Lists

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Modifying Smart Lists

Smart List Value Properties

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Loading Metadata
In Hyperion Classic Planning loading metadata can be achieved by making use of the
following tools:

Ø  Oracle Data Integrator(ODI)

Ø  Data Integration Management(DIM)

Ø  Hyperion Application Link(HAL)

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Summary
In this presentation, you should have learned to:
n  Create user-defined dimensions
n  Create attributes and assign attribute values
n  Describe member formulas
n  Add member formulas
n  Create Smart Lists

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anil@apps2fusion.com

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