AMY DEL ORACLE OPEN WORLD OCTOBER 2, 2014 CON4308: Tips for Hyperion Planning To Use Today

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Benefits Enhance User Experience Optimize Calculations Ease Administration and Maintenance Increase functionality

Hyperion Planning Features Menus Composite Data Forms Smart Lists Variables  Run-Time Prompts (Calculation Manager)  Substitution Variables (EAS)  User Variables (Planning Preferences) Text Fields Date Fields

Menus Data Form Business Rule URL Manage Process Application

Navigate Between Data Forms

Use Existing Objects Create a menu Add objects to the menu  Data Form  Business Rule  URL  Manage Process  Application Add the menu to a data form

Composite Data Forms View multiple data forms at the same time

Composite Data Forms

Use Existing Data Forms Create a composite data form Select a format Add data forms Select Business Rules and properties

Smart Lists Users select text from drop down lists within data cells

Smart Lists Create a new dimension Create dimension members

Smart Lists Associate with a member Text is assigned a numerical ID which can be referenced within Business Rules and member formulas

Run-Time Prompts Can be set at different levels  Global  Application  Plan Type Prompts the user to provide input when a Business Rule is launched Can be set to automatically use the POV and/or Page member selection within a data form

Substitution Variables (Sub Vars) Essbase server variables reference information that changes Set to equal a specific value Value is passed to the object that utilizes the variable Preceded by “&” when referenced

Sub Var Uses Calculations  Business Rules  Member Formulas  Calculation Scripts  MaxL Data Forms Reports

User Variables Filters the members displayed on rows, columns or pages Administrator creates the user variable and associates it with a data form Users set the members that they would like to use for the variable

Text & Date Fields Enter text or date into a data cell Text descriptions  Assets  Employees  Projects Dates can be used in calculations  Aging of receivables = Current Date – Invoice Date  Expenses for Term Employees = IF (Current Date < Term Date