Release 3.0
Administrator’s Guide
D450630000
Copyright 2001-2002 Hyperion Solutions Corporation. All rights reserved.
Hyperion and Essbase are registered trademarks, and the “H” logo and Hyperion Solutions are
trademarks of Hyperion Solutions Corporation.
All other brand and product names are trademarks or registered trademarks of their respective
holders.
No portion of this manual may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying, recording, or information storage and
retrieval systems, for any purpose other than the purchaser’s personal use, without the express
written permission of Hyperion Solutions Corporation.
Preface ......................................................................................................................... xv
Chapter 1: Using Hyperion Planning............................................................ 23
Hyperion Planning ........................................................................................................... 23
Hyperion Planning Web Client ................................................................................ 24
Hyperion Planning Spreadsheet Add-in ................................................................... 24
Components of Hyperion Planning .................................................................................. 25
Hyperion Essbase ............................................................................................................. 25
Hyperion Reports ............................................................................................................. 25
Hyperion Application Link .............................................................................................. 26
Hyperion Business Rules ................................................................................................. 26
Hyperion Analyzer ........................................................................................................... 27
User Licensing for Third-Party Software......................................................................... 27
Hyperion Planning Usage Scenario ................................................................................. 28
Deployment .............................................................................................................. 28
Setting Up the Application ....................................................................................... 29
Creating Metadata ............................................................................................ 30
Setting Up Users and Security ......................................................................... 31
Creating and Refreshing the Application ......................................................... 32
Designing Data Entry Forms............................................................................ 33
Designing Spreadsheets.................................................................................... 34
Populating the Application with Data .............................................................. 35
Creating Business Rules................................................................................... 35
Setting Targets.................................................................................................. 36
Reporting .......................................................................................................... 37
Initializing the Planning Cycle ......................................................................... 38
Building a Plan.......................................................................................................... 38
Launching Business Rules ........................................................................................ 40
Starting the Budget Review Process ......................................................................... 41
Post-Planning Activities............................................................................................ 43
Customizing the Colors, States, and Actions for Process Status.................................... 272
Customizing the Colors .......................................................................................... 273
Customizing the States ........................................................................................... 273
Customizing the Actions......................................................................................... 275
Glossary..................................................................................................................... 291
Index ............................................................................................................................ 301
Purpose
This guide shows you how to create and maintain planning applications in
Hyperion Planning, as well as set up dimensions, scenarios, versions, the calendar,
currencies, exchange rates, alias tables, data entry forms, reports, budgeting
assumptions, users, groups, and security rights. The Hyperion Planning
Administrator’s Guide also steps you through uploading data from and
downloading data to Hyperion Planning. It explains the Hyperion Planning
concepts and procedures that you need to use the software.
Performance optimization information, troubleshooting information, and details
on how Hyperion Planning interacts with and is enhanced by other Hyperion
products is also included.
Audience
This guidehelp system is for planning administrators who are responsible for the
following tasks:
● Creating and maintaining planning applications
● Setting up dimensions, scenarios, versions, currencies, exchange rates, alias
tables, the calendar, users, groups, and their security rights
● Initiating and managing the budget process
● Creating data entry forms, Spreadsheet Add-in worksheets, and reports
● Uploading data to and downloading data from Hyperion Planning
● Customizing the Web interface
Please note that at this time, customers in North America have access to the
Hyperion Download Center. Any references in the documentation to the Hyperion
Download Center apply only if you have access.
Document Structure
This document contains the following information:
Chapter 1, “Using Hyperion Planning,” introduces Hyperion Planning and other
Hyperion products that are used to enhance and extend Hyperion Planning’s
functionality and performance.
Chapter 2, “Getting Started with Hyperion Planning,” describes how to start
Hyperion Essbase server, start and navigate Hyperion Planning, and register
application servers for use with Hyperion Planning.
Chapter 3, “Creating an Application,” describes how to create an application in
Hyperion Planning using the Setup Assistant and how to schedule a refresh of
existing applications.
Chapter 4, “Moving and Copying Applications,” describes how to migrate an
existing Hyperion Planning application from one server to another and to copy and
rename an application on the same server.
Chapter 5, “Setting Up Security,” describes how to set up and enable the
authentication providers that Hyperion Planning supports, how to add users and
groups to an application, and how to assign access rights to those users and groups.
Chapter 7, “Setting Up the Calendar and Currencies,” describes how the calendar
rolls up, which currencies are used in an application, and how currencies are
converted.
Chapter 6, “Setting Up Multiple Alias Tables,” describes how to set up and
maintain multiple alias tables within a Hyperion Planning application.
Chapter 8, “Setting Up Custom Dimensions,” describes how to work with
user-defined custom dimensions, the Entity dimension, the Account dimension,
and the members, attributes, and attribute values within each of the dimensions.
Chapter 9, “Setting Up Scenarios and Versions,” describes how to create scenarios
to group the application into separate plans with their own review cycles. This
chapter also describes how to create versions, which allow for many iterations of
a plan.
Chapter 10, “Loading Members and Data,” describes how to populate Hyperion
Planning applications with members and data from external systems.
Chapter 11, “Using Data Entry Forms,” describes how to create, modify, and
manage data entry forms and the folders in which they are stored.
Chapter 12, “Managing the Budgeting Process,” describes the concept of a
planning unit and its life cycle through the review process.
Chapter 13, “Customizing Hyperion Planning Web Client,” describes how to
customize different aspects of the Hyperion Planning Web interface.
Chapter 14, “Troubleshooting,” describes common errors when using Hyperion
Planning and potential resolutions for those errors.
The Glossary defines terms related to Hyperion Planning.
The Index contains a list of Hyperion Planning terms with page references.
Related Documentation
The following documentation is available for Hyperion Planning:
● Hyperion Planning Installation Guide, which describes installing, upgrading,
and configuring Hyperion Planning.
● Hyperion Planning Installation Checklist, which provides a quick reference of
the installation process.
● Hyperion Planning Readme, which describes late-breaking product
information.
Online Help
To access online help from the Hyperion Planning Desktop, select Help >
Contents. To access online help from Hyperion Planning on the Web, click the
Help link. To print an online Help topic, display the topic and select File > Print
Topic.
Online Guides
The online guides are electronic versions of the printed documentation.
Conventions
The following table shows the conventions used in this document:
Item Meaning
Item Meaning
Additional Support
In addition to providing documentation and online help, Hyperion offers the
following support for product information.
Education Services
Hyperion offers a variety of training options, including instructor-led training,
custom training, and eTraining. This education covers all Hyperion applications
and technologies and is geared to administrators, end users, and information
systems (IS) professionals.
Instructor-led training is delivered in formats and in locations suited to Hyperion’s
diverse, global customers. Hyperion Authorized Training Centers are certified to
deliver courses developed by Hyperion. Custom Education Services—training on
the configured and tailored applications that employees use on the job—is another
option to enhance user productivity and to ensure smooth day-to-day operations.
A service called eTraining—including computer-based training, Web-based
training, and interactive Virtual Classroom training—provides a cost-effective
means of giving users a hands-on introduction to product features and functions.
Computer-based training (CBT) and Web-based training (WBT) provide
high-quality, self-paced training at the user’s convenience, regardless of location.
For more information about training, contact your Regional Education Manager
or visit the Hyperion Solutions Web site at http://www.hyperion.com to see
a list of all training classes.
Consulting Services
Hyperion Consulting Services assists customers in maximizing the use of, and the
return on investment in, Hyperion products. Experienced Hyperion consultants
and Hyperion Alliance Partners assist organizations in tailoring solutions to their
particular requirements, such as reporting, analysis, modeling, and planning.
Specific services include implementation consulting, custom business solutions,
data integration, and technical consulting. Additionally, Hyperion offers a variety
of Services Packages and Reviews.
For more information about Consulting Services, Services Packages and Reviews,
as well as the services offered by Alliance Partners, contact your local consulting
services representative, or visit the Hyperion Solutions Web site at
http://www.hyperion.com to see a list of all Hyperion Alliance Partners.
Technical Support
Hyperion provides Web-based and telephone support to ensure that clients resolve
product issues quickly and accurately, This support is available for all Hyperion
products at no additional cost to clients with a current maintenance agreement.
● For Web-based support, or to see complete information on available support
options, visit the Hyperion Solutions Web site at http://www.hyperion.com.
● In the United States, call 877-901-4975 for Hyperion Solutions Customer
Support.
● From outside the United States, including Canada, call Hyperion Solutions
Customer Support at 203-703-3600. Clients who are not serviced by support
from North America should call their local support centers.
1
This section introduces Hyperion Planning and other Hyperion products that are
used to enhance and extend Hyperion Planning’s functionality and performance.
Hyperion Planning
Hyperion Planning is a Web-based budgeting and planning solution that drives
collaborative, event-based operational planning processes throughout the
organization for a wide range of financial and operational needs. Hyperion
Planning is a comprehensive approach for the complete and closed-loop planning
process that drives continuous business improvement. With Hyperion Planning, all
decision makers and front-line managers can communicate which course of action
to take and get budget holders to collaborate so that the planning process is
optimized and efficient. When a material event occurs that causes a change in
direction, planners have the flexibility to adapt rapidly, ensuring that plans are
relevant and useful.
More specifically, Hyperion Planning:
● Facilitates collaboration, communication, and control across multi-divisional
global enterprises
● Provides a framework for perpetual planning, with attention to managing
volatility and frequent planning cycles
● Provides ease of use and deployment through the Web or the Hyperion
Planning Spreadsheet Add-in
● Lowers the total cost of ownership through a shorter roll out and
implementation phase, and easier maintenance for existing applications
● Enhances decision-making with reporting, analysis, and planning
● Promotes modeling by including complex business rules and allocations
Note: Hyperion Planning Spreadsheet Add-in is not recommended for deployment and
connectivity on a wide area network (WAN).
Hyperion Essbase
Hyperion Planning runs on top of Hyperion Essbase and leverages Hyperion
Essbase’s robust analytic and calculation capabilities, security filters, APIs,
pre-built financial intelligence, calculation functions and multi-cube application
support. Hyperion Planning capitalizes on OLAP and data warehouse technologies
by embedding powerful analysis, enhanced scalability, and data management
functionality into a purpose-built planning application. Hyperion Planning stores
the application definition in a relational database and then uses this information to
create the necessary Hyperion Essbase databases and security privileges for your
application.
Hyperion Reports
Hyperion Reports is a management reporting solution for analysis applications
that transforms data into meaningful business information by delivering highly
formatted reports to the organization. Users can build their own reports without IT
assistance and deliver them through a variety of channels, including the Internet.
Hyperion Reports meets a wide range of reporting needs on multidimensional
data, including profit-and-loss statements, balance sheets and statutory reporting.
Hyperion Reports integrates with and extends the capabilities of Hyperion
Planning.
Hyperion Planning users can use Hyperion Reports to manage reporting tasks and
carry out all aspects of plan review and analysis. Users can easily create reports
featuring text, grids of data, charts, graphs, and images. Hyperion Reports makes
it easy to carry out real-time, ad hoc variance reporting and quickly produce a
variety of sophisticated financial reports, which can be viewed online or printed
with production-quality formatting.
Hyperion Analyzer
Hyperion Analyzer is an online analytical processing (OLAP) analysis,
presentation, and reporting solution for the enterprise. Using Hyperion Analyzer
with Hyperion Planning enables organizations to quickly deploy a wealth of highly
graphical, interactive analysis applications for sales analysis, key performance
measurement, product profitability analysis, forecasting, and promotional
effectiveness across multiple operations.
Hyperion Analyzer provides the ease of use, analytical power, and deployability
that is required to globally implement analysis applications. By leveraging the
performance, scalability, and power of Hyperion Planning and Hyperion Essbase,
Hyperion Analyzer allows organizations to deliver information to large user
communities at a low cost.
Deployment
The IT professional at the customer site is responsible for the installation and
configuration of Hyperion Planning on both the server computers and the client
workstations. The IT professional should have experience administering relational
databases, installing client/server and Web server software, and configuring
authentication security.
The following table lists the installation and configuration tasks that need to be
performed on the server computers.
Table 1: Server Installation Users and Tasks
Creating Metadata
Hyperion consulting partners and the Hyperion Planning administrator work
together to design an application. Once a design is agreed upon, an application
framework is created using the Setup Application task on the Hyperion Planning
Desktop. The person who creates the application is by default the application
owner. There is only one application owner per application. However, the owner
may grant ownership to another administrator. The application framework
includes:
● Application name
● Number of plan types and the names of the plan types
● Calendar structure
● Whether or not the application is a multi-currency application
● Default currency
After the application framework is created, dimensions and members are added to
the application and assigned to the appropriate plan type. There are up to eight
required dimensions in an application:
● Currency (for multi-currency applications)
● HSP_RATES (for multi-currency applications)
● Accounts
● Entities
● Scenarios
● Versions
● Time Periods
● Years
Some examples of additional custom dimensions include Products, Customers,
Employees, Sales Channels, and Projects.
Dimensions can be added manually through the tasks in Hyperion Planning
Desktop. However, the metadata typically exists in another external system, such
as a general ledger, and can be transformed and uploaded into Hyperion Planning
using Hyperion Application Link and the Hyperion Planning Adapter.
● Web forms
● Business Rules
Designing Spreadsheets
Any Hyperion Planning user can install the Hyperion Planning Spreadsheet
Add-in to create data entry worksheets. These worksheets enable users to leverage
their existing spreadsheet models, build custom formulas, and report formats in a
spreadsheet environment, or to work in a disconnected mode from Hyperion
Planning. Using the Spreadsheet Add-in, users can perform the following tasks:
● Design the worksheet layout (which dimensions are assigned to which form
axis - columns, rows, POV, and page).
● Select the members and aliases that are assigned to the worksheet.
● Create asymmetrical rows or columns.
● Associate Hyperion Business Rules to a specific worksheet.
Table 7: Designing Spreadsheets - Users and Tasks
User Task
– Capital expenditures
– Account receivables
● Sources and uses of cash
Business rules can be designed with run-time prompts and can also be set up to run
as an allocation sequence.
Business rules can be exported to the Hyperion Essbase database as calculation
scripts. Both calculation scripts and business rules that reside in the Hyperion
Business Rules repository can be launched from Hyperion Planning Web.
However, only calculation scripts can be launched from the Hyperion Planning
Spreadsheet Add-in.
Table 9: Creating Business Rules - Users and Tasks
User Task
For more information on business rules, see “Using Business Rules” on page 250.
For information on setting up access to business rules, see “Setting Up Security for
Business Rules” on page 126.
Setting Targets
Administrators need to set up target type versions for the Hyperion Planning
application. A user’s access to target data is determined by their access right
assignments. Typically, target data is stored in the upper levels of metadata, such
as Business Unit, Product Family, or regional levels. The administrator needs to
configure the Hyperion Essbase database so that the target data is not replaced by
lower level #Missing values.
Reporting
Hyperion Reports allows you to create reports that can be used on a Windows
client or a Web-enabled client. Web-enabled reports are available to all Hyperion
Planning users who are using the Hyperion Reports Web Viewer.
Hyperion Reports works directly against the Hyperion Essbase databases and
adheres to the Hyperion Essbase security filters that are generated by Hyperion
Planning.
Table 11: Reporting - Users and Tasks
Any user Views reports through the Hyperion Reports Web Viewer
throughout the planning cycle
Administrator Selects which planning units are available for the iterative
review, analysis, and approval process
Any user Any user can indicate as a user preferences whether or not
they want to receive an e-mail when they become an
owner of a planning unit
Building a Plan
Hyperion Planning users start the planning cycle by logging into an application
and opening the Web data entry forms to which they have access. Users read any
form instructions and review any historical or target data for guidance when
preparing the plan. Users can enter data directly into the form, including summary
time periods and spreading data values back to base time periods, adjusting
existing data values by a percentage value, copying data from one grid area to
another area, or copying data from one version to another version. Users can also
collapse or expand subtotals and scroll horizontally or vertically and maintain their
point of reference.
Users can enter annotations to document assumptions at the planning unit level or
on accounts. Certain Web data entry forms, based on the form design, provide for
shorter text annotations. For example, these may be used to describe variances to
targets or actuals.
User Task
Once a planning unit is approved, the application owner becomes the planning unit
owner. An administrator is the only user who can reject a planning unit. To close
the review cycle, the application owner or administrator changes either the
scenario or version to read-only for all users so that no other data can be entered.
Table 15: Starting the Budget Review Process - Users and Tasks
User Task
User Task
Post-Planning Activities
The administrator and the interactive user are involved during the post-planning
phase of using Hyperion Planning.
Table 16: Post-Planning Activities - Users and Tasks
Administrator and Performs a bulk load of the new actual data into a
interactive user Hyperion Planning application to report on actual
performance versus plan (for example, actual results
versus budget).
All users Accesses a Web-based data entry form, Hyperion Reports,
Hyperion Planning Spreadsheet Add-in, Hyperion
Performance Scorecard, or third party reporting tools to
read updates to actuals and analysis of performance to
plan.
2 Planning 2
This section describes how to start Hyperion Essbase server, start and navigate
Hyperion Planning, and register application servers for use with Hyperion
Planning.
2. In the Open text box, type regedit to open the Registry Editor.
3. Navigate to the following location:
HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion
Planning\SQLTimeOut
If the Timeout registry key exists in the right pane, then the timeout value is set to
a corresponding value. If the Timeout registry key does not exist, the value is set
to the default.
2. From the Application Server drop-down list, select the application server you
are using.
3. In the Hyperion Planning Path text box, enter the location of the new
properties file.
4. From the Select a JDBC Driver drop-down list, select the JDBC driver you
are using.
5. From the Select Database Language drop-down list, select the language of
the database you are using.
6. Click Launch.
7. The HspJSHome.properties file is located in the path you specified.
8. Click Exit.
Hyperion Planning. An additional connection is created for the next four users who
log on to Hyperion Planning, resulting in a total of five connections. Any
additional users who log on will share the five existing connections.
2
➤ To configure the JDBC connection pool parameters:
1. Open the HspJSHome.properties file, which is located in the
webapps\HyperionPlanning\Web-inf\classes directory within your
Web Application Server directory.
Note: If this file does not exist, see “Creating the Properties File” on page 46 for
instructions on creating the Properties file.
You can also quickly expand and collapse the tasks in the navigation frame. Hiding
these components provides you with a larger workspace frame in which to use
Hyperion Planning. Showing these components provides you with access to
Hyperion Planning tasks. You must show the navigation frame to access any of the
Hyperion Planning tasks.
There are three types of nodes in the navigation frame.
● The top-level nodes contain category nodes. Hyperion Planning is an example
of a top-level node.
● The category nodes contain groupings of task nodes. Manage Dimensions is
an example of a category node in the Hyperion Planning navigation frame.
● The task nodes appear underneath category nodes. Task nodes can be
Hyperion applications, external applications, or external documents. Calendar
is an example of a task node.
● Select View > Status Bar to show or hide the status bar.
➤ To expand or collapse all tasks in the Desktop navigation frame, do one of the
following: 2
● Select View > Navigation Frame > Expand All, or click the Expand All
toolbar button to expand all tasks on the navigation frame.
● Select View > Navigation Frame > Collapse All, or click the Collapse All
toolbar button to collapse all tasks on the navigation frame.
➤ To expand or collapse some of the tasks on the desktop navigation frame, select
one of the category nodes and do one of the following:
● Select View > Navigation Frame > Expand Selected to expand the selected
category node.
● Select View > Navigation Frame > Collapse Selected to collapse the
selected category node.
Registering a Server
➤ To register a server:
1. From the left navigation frame on the Hyperion Desktop, double-click
Hyperion Planning > Open Application.
2. From the Server drop-down list, select the server you want to register.
Note: A server must exist in the Windows NT domain before it can be registered.
3. Click Browse, .
4. In the Server text box, enter the name of the server you want to register.
5. Click Register.
6. Click Close.
Unregistering a Server
➤ To unregister a server:
1. From the left navigation frame on the Hyperion Desktop, double-click
Hyperion Planning > Open Application.
2. From the Server drop-down list, select the server you want to unregister.
3. Click Browse, .
4. In the Server text box, enter the name of the server you want to unregister.
5. Click Unregister.
6. Click Close.
➤ To close Hyperion Planning from the Desktop, select File > Exit.
3
3
This section describes how to create an application in Hyperion Planning using the
Setup Assistant and how to schedule a refresh of existing applications.
Prerequisites
Before you create an application, you need to make sure the following tasks are
completed:
● Create a relational database.
● Create a data source name (DSN).
● Create and configure a Microsoft Data Link (.UDL).
● Set System Properties for the Microsoft Data Link.
● Set the System Folder in Hyperion Server to a valid system folder.
For detailed instructions on performing these tasks, see the Hyperion Planning
Installation Guide.
Overview
An application is a related set of dimensions and dimension members that you use
to meet a specific set of planning needs. Each application has its own accounts,
entities, scenarios, and other data elements. For example, you might want to create
an application for your cost centers for budgeting operating expenses. You might
create a separate application that the finance department uses for revenue
planning.
Creating an application involves several steps and uses most of the Hyperion
Planning modules. The following is a list of the steps involved in creating an
application:
● Defining the base time period and weekly distribution (see “Defining the Base
Time Period and Monthly Distribution Spread” on page 56)
● Defining the calendar range (see “Defining the Calendar Range” on page 57)
● Setting up currencies (see “Setting Up Currencies” on page 58)
● Setting up plan types (see “Setting Up Plan Types” on page 59)
● Saving the application (see “Saving the Application” on page 59)
3
Using the Select Workspace Frame
The Select workspace frame allows you to name the application, select its data
source, and select the application server on which it is located. The data source
connects to a relational database that is used to store information about the
application. Each application must have its own relational database and each
relational database must have a unique data source name (DSN). Data sources
cannot be shared among Hyperion Planning applications or relational databases.
Data sources are set up during the installation process. The IT administrator and
the Hyperion Planning budget administrator coordinate to ensure that data sources
are set up for all the Hyperion Planning applications that will be created.
Note: The server must first be registered for it to appear in the Server drop-down
list. If the desired server is not listed in the Server drop-down list, you may need to
register the server by clicking the Ellipsis button, . For more information about
registering a server, see “Registering a Server” on page 50.
Note: A data source must be set up in advance for each new application. Data
sources cannot be shared among applications or relational databases.
If you select a weekly distribution pattern other than Even Distribution, Hyperion
Planning treats quarterly values as if they were divided into 13 weeks, and
distributes the weeks according to the pattern you selected. For example, if you
select the 5-4-4 pattern, Hyperion Planning treats the first month in a quarter as if
it has five weeks, and the last two months in the quarter as if they have four weeks.
Note: The options for the weekly distribution pattern are available only if you select the
base time period option “12 Months.”
Note: The options in the Weekly Distribution area are available only if you have
selected the 12 Months base time period.
Setting Up Currencies
The Currencies workspace frame allows you to specify the default currency for the
entities in the application and to establish if the application will support currency
conversions. Multiple currency support (also known as currency over-rides) is
available for level 0 members, regardless of their base currency.
For more information about currencies and currency conversions, see “Converting
Currency Values” on page 140.
➤ To set up currencies:
1. From the Default Application Currency drop-down list, select the default
currency for the application.
2. Do one of the following:
– Select Yes to indicate that the application will support more than one
currency. Once specified, this option cannot be changed.
– Select No to indicate that the application will not support more than one
currency, and will only support the default currency you previously
selected.
Note: If you specify that the application will support multiple currencies, two
additional dimensions are created, Currency and HSP_RATES dimensions.
3. Click Next.
Note: If Hyperion Essbase is installed on a UNIX server, the plan type name cannot
contain the underscore character.
➤ To save an application:
1. Click Finish.
2. In the Password text box on the Login dialog box, enter your Windows NT
password.
Note: When you generate or refresh the application using the Manage Database task,
the Hyperion Essbase dimensional outlines and alias tables are created and/or
updated, and exchange rate values are re-populated into the Hyperion Essbase
outlines.
Using Applications
After you create an application, you can then open, delete, or close the application.
Opening Applications
You can open an application to work with its data or run reports. You can have
multiple applications that reside on the same server open at the same time.
However, this has the potential to slow performance, depending on server
configuration, the processor speed of your computer, and the amount of memory
available. For further assistance on determining server configuration, contact your
Hyperion consultant.
➤ To open an application:
1. From the navigation frame on the Hyperion Planning Desktop, double-click
Hyperion Planning > Open Application.
2. From the Server drop-down list, select the server on which the application
resides.
Note: The server must first be registered for it to appear in the Server drop-down
list. If the desired server is not listed in the Server drop-down list, you may need to
register the server by clicking the Ellipsis button, . For more information about
registering a server, see “Registering a Server” on page 50.
Note: Once you are logged on, the server and application names appear in the
Connected To text box on the Open Application dialog box.
Deleting Applications
Only the application owner can delete a Hyperion Planning application. When the
application owner deletes an application, the Hyperion Essbase application is also
deleted and the application is no longer available to any Hyperion Planning user.
Before deleting an application, the application owner must be sure that no other
user is currently using the application. We recommend that you back up the
application’s system tables before you delete the application.
Tip: The default application owner is the administrator that created the application. The
application owner can later re-assign ownership to another administrator.
5. On the General tab, type Sysdat in the Restore as database text box.
You can use any name you want, but it should be one that indicates where the
system tables are stored.
6. In the Restore area of the dialog box, select the Database option.
7. In the Parameters area of the dialog box, from the Show backups of
databases drop-down list, select the SQL database from which you want to
copy all the tables.
8. Click OK.
You should receive the message: “Restore of Database <name of database>
completed successfully.”
9. Create a UDL that links to the Sysdat database.
10. In the Hsxsysadmin.msc, change the System Data Link file to the Sysdat
UDL.
➤ To delete an application:
1. From the navigation frame on the Hyperion Planning Desktop, double-click
Hyperion Planning > Open Application.
2. From the Server drop-down list, select the server on which the application
resides.
Note: The server must first be registered for it to appear in the Server drop-down
list. If the desired server is not listed in the Server drop-down list, you may need to
register the server by clicking the Ellipsis button, . For more information about
registering a server, see “Registering a Server” on page 50.
Note: You must be logged on to the application for it to appear in the Application
list box.
5. Click Delete Application to delete the selected application from the server.
6. Click Yes to confirm the deletion.
7. In the Password text box on the Specify Administrator dialog box, enter your
Windows NT password.
8. Click OK.
Closing Applications
You can close a Hyperion Planning application at any time. When you close the
application, the system prompts you to save any changes you have made.
➤ To close an application:
1. From the navigation frame on the Hyperion Planning Desktop, double-click
3
Hyperion Planning > Open Application.
2. From the Server drop-down list, select the server on which the application
resides.
Note: The server must first be registered for it to appear in the Server drop-down
list. If the desired server is not listed in the Server drop-down list, you may need to
register the server by clicking the Ellipsis button, . For more information about
registering a server, see “Registering a Server” on page 50.
Note: You must be logged on to the application in order for it to appear in the
Application list box.
Unlocking Applications
Occasionally a Hyperion Planning application can become locked. This can be
caused by an event such as abnormally exiting the application and Hyperion
Planning. The Unlock Application utility lets you clear all records in the
HSP_LOCK table, which unlocks the application if there has been an interruption
to the Hyperion Planning application.
You must run the unlock application utility from the Hyperion Planning
application server. You can run it from the command line or by directly invoking
the executable.
It is a good idea to make sure there are no users in the Hyperion Planning Desktop
before running the utility. You can confirm this by launching the task manager on
the Hyperion Planning server and making sure there are no processes called
hsxser~1 (hsxserver) or hspds.
2. Double-click UnlockApp.exe.
3. Select the application to be unlocked, and then click OK.
4. Check the application event logs using the Event Viewer in Administrative
Tools to see whether a success or failure event has been reported.
Alternatively, you can launch the utility from the command line by navigating to
the Hyperion Solutions\Hyperion Planning\Utils folder and entering the
following command:
unlockapp.exe [<application name>]
where: <application name> is the name of the application you want to unlock.
displays in their browser the next time they refresh the page or go to a different
page. This behavior applies whether you send the broadcast message through the
Hyperion Planning Desktop or the command line utility.
Only users who are currently logged on to the application see the broadcast
message. Users who are logged on to the application through Hyperion Reports,
Hyperion Application Link, Hyperion Business Rules, Hyperion Essbase
Application Manager, Hyperion Analyzer, or any other third-party reporting tools
do not receive broadcast messages.
3
➤ To send a broadcast message through the Hyperion Planning Desktop:
1. From the navigation frame on the Hyperion Planning Desktop, double-click
Hyperion Planning > Manage Application > Manage Database.
2. Click Message.
3. In the Broadcast Message dialog box, type the message you want to
broadcast.
4. Click Send.
➤ To send a broadcast message using the broadcast message command line utility:
1. Use the Microsoft Windows Scheduled Tasks tool (or another scheduler that
accepts command line prompts) to enter the Broadcast Message command
line.
● User Name is the user who has rights to send a broadcast message. This
is always an administrator.
● Password is the password for the user you previously specified.
● Message is the text message of up to 127 characters that you want to send
to the users of the specified application.
3. View the results of the broadcast message, including any errors, in the
Windows Event Viewer Application Log.
The following is an example of a typical command line used to send a broadcast
message to all logged on users of a specified application:
broadcastmessage.exe
ABCserver,testdomain,testapp,Jsmith001,admin,Please log off the
application immediately for routine maintenance.
Note: All users must be logged off from the Hyperion Planning application before the
Hyperion Essbase databases can be refreshed.
2. Select the Lock current application from other users option to prevent
users from logging on to the application while Hyperion Planning prepares to
create the databases.
3. Select one or more of the Create/Refresh Options.
● Select All to automatically include databases, security filters, and
currency conversion calc scripts.
● Select Database to create the Hyperion Essbase multidimensional
databases that store the application data.
● Select Security Filters to create an encrypted data file (Essbase.sec)
to store security information.
Tip: To generate security filters for all users in the application, select this
check box, but do not select the Validate Limit check box.
Note: To update only a few user security filters, you can do that with the
Implement Security task. For more information about updating individual user
security filters, see “Implementing User Security” on page 116.
Note:
Tip: This option validates the size of the security filters to make sure they do
not exceed the size limit before you actually transfer data to Hyperion
Essbase. Selecting Validate Limit does not generate security filters; to do so,
select only the Security Filters check box.
Note: Selecting the Currency Conversion CalcScript option does not launch
the calcscript. Additionally, only administrators can launch calculation scripts.
● In the CalcScript Name text box, enter a name for the application
currency conversion calcscript.
● In the Version Type area, select either Bottom-Up or Target. The
selection you make affects the versions that are listed in the Versions text
box.
● In the Currencies text box, select one or more currencies as parameters
for the application currency conversion calcscript. Or select All to include
all currencies. 3
● In the Scenarios text box, select one or more scenarios as parameters for
the application currency conversion calc script. Or select All to include all
scenarios.
● In the Versions text box, select one or more versions as parameters for the
application currency conversion calc script. Or select All to include all
versions.
5. Click Create.
Note: The selected scenarios, versions, and currencies must be able to store data in
the Hyperion Essbase database outline. Dynamic Calc, Dynamic Calc and Store, and
Label are virtual members that do not store data. There is no benefit to running the copy
of the currency conversion calc script if the target version has virtual members because
Hyperion Essbase will discard the results of the calculation for these members.
The first time a currency conversion is launched, administrators need to run both
the copy currency rates calc script and the currency conversion calc script.
To create the copy currency calc script for existing calc scripts, the administrator
needs to regenerate currency conversion calc scripts in the Manage Database task
on the Hyperion Planning Desktop. For more information, see “Creating
Application Databases” on page 67.
The calc scripts need not be run again unless there are changes to the database
outline, such as exchange rate or account rate type changes, or adding new
versions, scenarios, accounts, or user-defined dimensions.
Tip: This option can be used to validate security filter size limit before you
begin the actual transfer of data to Hyperion Essbase. To do so, select only
this option.
Note: Selecting the Currency Conversion CalcScript option does not launch
the calcscript. Additionally, only administrators can launch calculation scripts.
● In the Scenarios text box, select one or more scenarios as parameters for
the application currency conversion calcscript. Or select All to include all
scenarios.
● In the Versions text box, select one or more versions as parameters for the
application currency conversion calcscript. Or select All to include all
versions.
5. Click Refresh.
Note: The application refresh utility verifies only the syntax of the argument you supply
to run the utility. It does not perform a check to verify that the members you supply in
the argument are valid. If you supply an invalid scenario, version, or currency for the 3
application or if you supply a non-reporting currency, the calc script is still generated,
but produces an error when it is run. Therefore, you must supply valid parameters in the
argument list for the calc script to run successfully.
➤ To create a batch file that creates or refreshes a Hyperion Planning application into
a Hyperion Essbase database:
1. Start Hyperion Essbase.
2. Use the Microsoft Windows Scheduled Tasks tool (or another scheduler that
accepts command line prompts) to enter the AppSchedule command line.
Note: The AppScheduler.exe is installed in the UTILS directory when you install
Hyperion Planning. AppScheduler.exe must be run on a server that has been
registered by the Hyperion Planning application you wish to refresh.
3. The format and required arguments in the AppSchedule command line are:
AppScheduler.exe([Server Name],Application Name,User
Name,User Password,Create/Refresh
Specification,Create/Refresh Options,Currency Conversion
CalcScript Name,Currency List,Scenario List,Versions
List,Version Type Specification, Security on Shared
Members)
● [Server Name] is optional. If you do not provide this argument, the
server name is assumed to be the localhost name.
● Application Name is the name of the application on which the
application create or refresh is to be run.
● User Name is the user who has rights to create or refresh the application.
This is always an administrator.
● User Password is the password for the user you previously specified.
● Create/Refresh Specification is the function to be performed on
the application.
Note: The first seven parameters are required and the last six parameters are
optional. The optional parameters are only necessary if you select to generate
currency conversion calcscripts or security filters during the application refresh.
4. View the results of the application refresh, including any errors, in the
Windows Event Viewer Application Log.
The following examples show typical command lines to both create and refresh an
application, either with or without generating currency conversion calcscripts.
For more information about dense and sparse dimensions, see “About Sparse and
Dense Dimensions” on page 157.
Note: When you save the performance settings, a validation check is performed
to ensure that you have designated at least one dense dimension in each plan type.
If the validation fails, an error message displays and you can change the
performance settings.
For example, if you are using Apache Tomcat, the HspJSHome.properties file is in
the following location:
C\:Program Files\Apache Tomcat\webapps\Hyperion
Planning\Web-inf\classes
Note: If this file does not exist, see “Creating the Properties File” on page 46 for
instructions on creating the Properties file.
For example, to backup the application PlanApp, you copy the directory with the
same name (PlanApp) under the Hyperion Essbase\App directory. This
procedure must be followed for every application that needs to be backed up. To
restore the application, you paste the backed up directory under the App directory.
If all the Hyperion Essbase applications are to be backed up, the entire Hyperion
Essbase directory (where Hyperion Essbase is installed) can be copied and stored
under the backup directory and can be restored when necessary.
3. Verify that DB2 application processing has stopped by issuing the following
command:
db2 list applications show detail
4. Back up the database that contains the Hyperion Planning Repository tables
by issuing a command similar to the following:
db2 backup database MyDB to C:\\
where MyDB is the name of your database, and C:\\ is the location where the
backup should be saved.
5. Repeat this procedure to backup the Hyperion Reports repository tables.
2. Export the Hyperion Planning repository tables using the exp command. Type
exp –HELP for a list of command parameters.
For example:
exp SYS@TNS_ENTRY FILE= C:\Temp\hr_expdat.dmp LOG=
C:\Temp\hr_expdat.log OWNER=HR_OWNER GRANTS=Y INDEXES=Y
ROWS=Y CONSTRAINTS=Y
Parameter Description
SYS The Oracle user with permission to export another user’s tables
(you can use a different account)
TNS_ENTRY The TNS alias defined in tnsnames.ora (set up via Net8 Assistant)
for the Oracle Instance containing the Hyperion Planning
Repository
FILE The absolute path to the file that contains the backup
LOG The absolute path to the file where output from exp is logged
OWNER The name of the Oracle user that owns the Hyperion Planning
Repository tables
4 Applications
This chapter details the steps and considerations for moving a Hyperion Planning
application from one server to another (for example, moving from a test
environment to a production environment) or copying and renaming an application
on the same server. 4
Migrating an Application
To migrate an application means to move it to a different environment while
keeping its name intact.
This topic assumes the following:
● Each environment already has all the necessary components installed.
● The test and production environments exist on the same domain and contain
the same users.
Tip: The PLNTEST application is created only for the purpose of adding users to
Essbase. Users are added to Essbase as soon as they are imported or added with
the Users tab on Hyperion Planning Web.
5. Refresh the database from the Manage Database task on the development
server.
Verify that no records exist in the HSP_PENDING_EXACTS relational
database table for the application. Make a backup of the relational database for
the development application (for example, hypplan.bak). Create a new
relational database on the production server (for example, HYPPLANDB) and
restore the development database to a new database in the production
environment.
6. Create a UDL (PLANPROD.UDL) and a DSN (PLANPROD) for the
application.
Verify that the PLANPROD.UDL points to the new HYPPLANDB database
and the DSN uses PLANPROD.UDL.
7. Open the Hyperion Planning system database and open the table
HSX_DATASOURCE.
8. Insert a new row into the table.
9. Add the product name (PLANNING), application name (HYPPLAN),
description, and DSN (PLANPROD).
Note: The application name is the name that displays in the HSP_[APPLICATION
NAME]_ROLEACCESS table in the restored relational database.
10. Log on to Essbase Application Manager on the production server and create
an application named HYPPLAN.
11. Note the user that has the same name as the application owner, with the
addition of an underscore at the end of the user name. Make this user an
Application Designer of the application.
12. Open Hyperion Planning and open the application.
13. Use the Manage Database task to create the Essbase outline.
Note: If you have custom Essbase outlines (.otl), calc scripts (.csc), or load rules
(.rul), you can stop the Essbase application and copy the files to Essbase. You can
then load any data from the development application. Selecting Create from the
Manage Database task overwrites all .otl, .csc, .rul, and data values that exist in the
database. If any of these files have been copied from the development server, you
should only select to Refresh the database on the production server. Otherwise,
the files need to be copied from the development server again.
4
Migrating Hyperion Business Rules Data
➤ To migrate Hyperion Business Rules data:
1. Configure the production business rules repository.
2. Restore the development business rules repository over the new production
business rules repository.
3. In the restored database, locate the HBR_ALLOCPROCS table.
The server field contains the name of the Essbase server. Change the server
field from the development Essbase server to the production Essbase server.
4. Open each business rule on the production server and apply the appropriate
security rights.
Note: The location of this program may vary, depending on where you installed
Hyperion Reports.
4. Navigate to HKEY_LOCAL_MACHINE\Common
Components\HAAS\SecurityInfo\HsSecurityAdmin and make note of
the HsSecurityAdmin Schema ID value.
5. Navigate to HKEY_LOCAL_MACHINE\Common
Components\HAAS\ManagedServices\HsAuthenticator\Security
Info\HsSecurityAdmin and make note of the HsSecurityAdmin
SchemaID value.
6. Close the registry editor.
7. On the production server, run the following program:
C:\Program Files\Hyperion Solutions\Hyperion
Reports\bin\ViewRegistry.cmd
Note: The location of this program may vary, depending on where you installed
Hyperion Reports.
8. Navigate to HKEY_LOCAL_MACHINE\Common
Components\HAAS\SecurityInfo\HsSecurityAdmin and change the
HsSecurityAdmin Schema ID value to the value on the development server.
9. Navigate to HKEY_LOCAL_MACHINE\Common
Components\HAAS\ManagedServices\HsAuthenticator\Security
Info\HsSecurityAdmin and change the HsSecurityAdmin SchemaID
value to the value on the development server.
10. Select File > Save.
11. Select File > Exit.
12. Restart the Hyperion Reports server.
If you have calculation scripts or member formulas in the application you are
copying, see the Hyperion Essbase documentation for information on copying 4
these components.
The following procedures is based on copying a Microsoft SQL application.
Note: The .UDL file connects a relational database to an application. You must
make a complete backup of the database.
For information on backing up SQL, Oracle, and DB2 databases, see “Backing
Up Applications and Application Databases” on page 78.
2. Create a new relational database for the new application.
See “Installing and Creating a Relational Database” in the Installation Guide.
3. Restore the backup of the original application to the new database repository.
Note: When you restore the backup to the new database, you may get an error that
physical files cannot be overwritten because they are in use by the original
application. In this case, you need to rename the physical file names for both Data
and Log files to reflect the name of the new database.
See “Creating the Microsoft Data Link UDL” in the Installation Guide.
5. Create and configure a data source pointing to the new relational database.
See “Creating a Data Source” in the Installation Guide.
6. Create a new entry for the application in the HSX_DATASOURCES table by
doing the following:
a. Open the HSX_DATASOURCES table and insert a new line.
Note: This table is found in the database to which the .UDL links the
application.
b. In the new line, enter information into the following fields: Product,
AppName, Description, and DSN.
c. Close or commit the table after you edit it.
7. Open Essbase Application Manager and connect to the Essbase server to
which the DSN is pointing.
8. Create an Essbase Application for the new application.
Note: Users on the Essbase server that hosts the original application need to
already be defined on the Essbase server for the new application.
9. In Essbase security, modify the underscore user for the application owner of
the original application to be the App Designer for the new application.
10. Open the new application in Hyperion Planning and refresh to Essbase.
4
Note: If Essbase outlines have been copied to the new application, perform a
Cube Refresh. If Essbase outlines have not been copied to the new application in
Essbase, perform a Cube Create.
You need to run HSPsetupsupport to display the new application on the Web.
5
This section describes how to set up and enable the authentication providers that
Hyperion Planning supports, how to add users and groups to an application, and
how to assign access rights to those users and groups.
5
About Access Rights and Security
Security and access rights enable you to control access to Hyperion Planning
applications and application elements. Setting up security lets you protect data and
prevent unauthorized users from changing data. For example, you can restrict
access to certain data elements or forms within an application.
Security exists at two levels:
● Authentication by an external provider. For more information, see “About
External Authentication Providers” on page 93.
● Hyperion Planning security, in which users and groups are assigned to
applications and application elements. For more information, see “Setting Up
Users” on page 111, “Setting Up Groups” on page 119, and “Assigning
Access Rights” on page 123.
Before using Hyperion Planning, you must also configure the application’s
Distributed Component Object Model (DCOM) settings. For more information,
see “Configuring DCOM” on page 105.
● The location of the authentication provider’s Java classes that will act as
Authentication Factories for supporting NTLM, LDAP, and MSAD
repositories.
● The location of the authentication provider’s Java classes that will act as a
User Group Factory for user and group creation, deletion, renaming, and
updating.
● The search order to use. Search order specifies the order (in terms of named,
supported authentication repositories) in which to search for the existence of
a user when multiple authentication repositories are used.
Instructions for, and examples of, modifying the file are included in the properties
file.
Note: We recommend that you include the path to the CSS.PROPERTIES file in the
application server CLASSPATH.
Note: You may modify the bolded configuration names in the following example
(ldap and msad). You may rename them (for example, to ldap1 and ldap2), but
if you do, you must consistently use the modified configuration names in the
subsequent examples.
# Authentication Factory
com.hyperion.css.factory.auth.ldap =
com.hyperion.css.spi.impl.LDAPAuthenticationFactory
com.hyperion.css.factory.auth.msad =
com.hyperion.css.spi.impl.LDAPAuthenticationFactory
Note: If you are using iPlanet, you must specify LDAPAuthenticationFactory in the
above section. If you are using Microsoft Active Directory, you must specify
MSADAuthenticationFactory in the above section.
4. Skip this step unless you plan to use multiple LDAP providers: Under #
UserGroup Factory, identify each configuration by a name, as in the
previous step.
Configuration names to modify are suggested by the use of bold in the
following example:
5
# UserGroup Factory
com.hyperion.css.factory.userGroup.ldap=
com.hyperion.css.spi.impl.LDAPUserGroupCRUDFactory
com.hyperion.css.factory.userGroup.msad=
com.hyperion.css.spi.impl.MSADUserGroupCRUDFactory
Note: The first character in the string, ?, is used to separate the named provider
from the URL specified for the directory. The second character, (, is used to
separate the authentication repository designations in the search order.
This topic shows how to modify the properties files to support systems in which 5
the Web application server is installed on a UNIX computer that accesses
information stored in a Windows NT LAN Manager repository. For such a
cross-platform configuration to work, you need a Windows NT or Windows 2000
server running the remote NTLM provider. Use of the remote NTLM provider
requires a Java installation that includes the Java Remote Method Invocation
(RMI) server. The RMI server is included in the Java 2 Standard Edition. More
information about RMI servers can be found at
http://java.sun.com/products/jdk/rmi/.
2. Add the authentication server name or IP address that appears after the APP
Server type line. Here is an example that uses a WebLogic application server
type:
APP_SERVER_TYPE=WebLogic
where the server name or IP address is the Windows machine where Hyperion
Planning installed the application server files.
Note: If DNS is not set up properly, you may also have to enter an IP address for
the OLAP server and JDBC.
Note: The CSS.PROPERTIES file on the UNIX system and on the Windows system
must be identical. If the LOGGER.PROPERTIES file is not included in the CLASSPATH,
then only the paths to LOGGER.PROPERTIES should be different.
Note: If you are using only LDAP authentication, you can skip steps 1 through 3.
where machinename is the name of the computer running the remote NTLM
provider (the default is localhost if left blank), port is the port number (the
port default is 1099 if left blank), and rmiservername is the name given to
the RMI server.
For example, the following entry might be valid for this property:
ntlm.rmi.url = //myNTserver2/NTLMImpl
3. If the application server CLASSPATH does not point to the location of the
logger.properties file, modify the logFileProps property to indicate
the full path to the logger.properties file.
The logger.properties file is included in the CSS directory. The file 5
requires configuration as documented by the Jakarta Project for using log4j as
the logging system.
4. Save and upload the CSS.PROPERTIES file to the UNIX server and to the
Windows server.
5. Rename the LOGGER.PROPERTIES.SAMPLE file to LOGGER.PROPERTIES
and upload it to the UNIX and the Windows servers.
The attribute can be part of the DN, such as uid or cn, or it can be a
customized extension of the corporate LDAP schema, such as employee_ID,
or any other attribute in the directory node of a particular user.
The following sample property states that for the LDAP repositorY, which we
have given a provider name of ldap, the user names in which we are interested
are using the “user id” attribute:
ldap.loginAttribute = uid
The entry above is correct if it is true that all directory server user names are
identified by uid = UserName. The following example shows Autumn 5
Smith in the LDAP browser view of a Microsoft Active Directory store:
5. For each named provider, modify the userDN and password properties with
an actual user account having read-only access to the directory stores.
msad.password = user_password
Note: ldap and msad are bolded because they are sample provider names. If the
directory allows anonymous binding, the values on the right of the equal signs can
be left empty.
Note: The nameAttribute property must match exactly the value of the
loginAttribute property described in step 4 on page 102.
The following sample property states that for the directory store named ldap,
the relevant user names are using the Common Name attribute:
ldap.nameAttribute = uid
This entry is correct if all directory server user names are identified by uid =
UserName, as is Jane Doe in the following LDAP browser view of a directory
store:
Configuring DCOM
Before using Hyperion Planning, the application server’s Distributed Component
Object Model (DCOM) settings must be configured. DCOM enables
network-based component interaction and enables sharing of processes across a
network. With DCOM, components operating on a variety of platforms can
interact, as long as DCOM is available within the environment. The following
items are set using DCOM security:
● Authorization level
● Access and launch permissions
● Identity
Typically, DCOM security is configured by an IT professional at your company.
For more information about setting up DCOM security, see the Hyperion Planning
Installation Guide.
filters, you can do that with the Implement Security task. For more information
about updating individual user security filters, see “Implementing User Security”
on page 116.
Note: Hyperion Business Rules can also be secured, but currently it supports only
individual users, not Hyperion Planning groups.
User Types
Hyperion Planning supports four types of users: administrators, interactive users,
planners, and view users. The administrator user type also contains a super-user
type called the application owner.
5
Administrator
Users who are designated as administrators can perform any task in the application
and during financial processes, except delete the application or claim ownership of
an application. The administrator who is designated as the application owner is the
only user who can delete an application. Administrators can perform the following
types of tasks:
● Create applications.
● Manage security.
● Maintain metadata.
● Initiate and manage the budget process.
● Designate the e-mail server for e-mail notification.
● Create and maintain Web-based data entry forms.
● Create and maintain Spreadsheet Add-in worksheets.
● Create and maintain reports using Hyperion Reports.
● Create and launch adapter processes using Hyperion Application Link.
● Create and launch business rules using Hyperion Business Rules.
● Enter and view data.
● Initiate the budget process (for example, start planning units).
Interactive User
Interactive users can perform the following tasks:
● Enable e-mail notification (for themselves only).
● Create and maintain Web-based data entry forms.
● Create and maintain Spreadsheet Add-in worksheets.
● Create and maintain reports using Hyperion Reports.
● Create and launch adapter processes using Hyperion Application Link.
● Create and launch business rules using Hyperion Business Rules.
● Enter and view data.
● Submit information and data for approval. They can then control this process,
sign off, reject, pass plans to another level, verify the plans with other parts of
the organization, and so on. For example a sales director may collect all the
planning information for sales managers. Before signing this off, a
manufacturing director can review new forecasts based on production
capacity.
Planner
In most cases, planners comprise the majority of users. Planners can perform the
following tasks:
● Enable e-mail notification (for themselves only).
● Input, submit, and view data.
● Use reports that have been built by others.
● Run data integration routines designed by others. 5
● Execute business rules and other processes associated with validating and
preparing data.
● Use Hyperion Planning Spreadsheet Add-in.
● Use any data access tools for which they are licensed (for example, Hyperion
Analyzer).
● Submit information and data for approval. They can then control this process,
sign off, reject, pass plans to another level, verify the plans with other parts of
the organization, and so on.
Planners are subject to the restrictions placed on interactive users. In addition,
planners cannot create and maintain reports, adapter flow diagrams, or business
rules.
View Users
View users are a subset of planners and can only view data. Typically, this type of
user is an executive who wants to see business plans during and at the end of the
budget process. View users can use any data access tool for which they are
licensed; for example, Hyperion Web Client, Hyperion Reports, Hyperion
Planning Spreadsheet Add-in, Hyperion Analyzer, and so on.
View users are often set up through a user group. That group is then given read
access to various combinations of dimensions.
Interactive
Tasks Administrator User Planner View User
Create new X
applications
Modify applications X
Submit plans X X X
Create and modify X X
Web forms
Create and update X X
rules in Hyperion
Business Rules
Create and update X X
Hyperion
Application Link
flow diagrams
Run Hyperion X X X
Application Link
flow diagrams
Data entry X X X
View data through X X X X
Hyperion Planning
Web forms
View data through X X X X
Hyperion Reports
Create data using X X X
the Hyperion
Planning
Spreadsheet Add-in
Interactive
Tasks Administrator User Planner View User
Setting Up Users
Hyperion Planning security determines a user’s data and access rights in Hyperion
Planning. You set up users in a Hyperion Planning application on the Web using 5
the Users tab, which is accessed from Administration link.
User names and passwords are managed by an external authentication provider, so
they must be created externally—using NTLM, LDAP, or MSAD—before they are
added in Hyperion Planning applications. You can then add users to the Hyperion
Planning application from the Users tab on the Web (see “Adding Users From the
Web” on page 112), or you can import them using a batch utility (see “Importing
Users With a Utility” on page 113).
By default, when users are added, they are added as planners, with planners’ access
rights. To access specific elements in Hyperion Planning (for example, a data entry
form), they must specifically be assigned access rights or inherit access rights by
being part of a group that is assigned access rights. If an individual user is assigned
to a group, and the access rights of the individual user conflict with those of the
group, the individual user’s access rights take precedence.
Note: To add many users at once, we recommend importing them with a utility. For
more information, see “Importing Users With a Utility” on page 113.
➤ To add a user:
1. In the Value text box, type the user name you want to add.
If you are using NTLM authentication on the local computer, type the user
name without the domain. Otherwise, separate the domain name and user
name with a backslash (for example, domain\user).
If you are using LDAP authentication, match the attribute specified in step 2
in “Configuring the User Provider” on page 104 (for example, Jane Doe).
For information on how Hyperion Planning searches for the user, see “Search
Order for Users” on page 111.
2. Select or clear the Share Password (with Essbase) check box.
Selecting this option enables the password that is set up for the user in
Microsoft Windows to be used in both Hyperion Planning and Hyperion
Essbase. For more information about shared passwords, see “Modifying
Passwords” on page 122.
3. In the User Type area, select a user type.
You can define the user’s role as a planner, interactive user, or administrator.
If you are the current owner of the application and select Administrator as the
user type, you can designate the user as the application owner. For more
information, see “User Types and Tasks” on page 110.
4. Click OK.
Importing Users
After you have created a text file that defines the users to import, you can import
them into a Hyperion Planning application. You must run the ImportUsers utility
from the computer where the application server is installed. For information on
how Hyperion Planning searches for users, see “Search Order for Users” on
page 111.
Note: If you are using a DB2 application and want to use the ImportUsers
utility, copy db2java.zip from the DB2 installation directory (by default, this
directory is \program files\sqllib\java) to the \Hyperion
Planning\utils folder.
Note: If your Web application server is installed on a UNIX computer, you need to
change the PROP_PATH to . (a period) in the ImportUsers.cmd file and manually copy
the Properties file from the Utils folder on the UNIX system to the Utils folder on the
Windows system.
Parameter Explanation
name of text file The full path and name of the text file containing
information on the users to import (for example,
c:\users.txt)
planning server The name of the application server that Hyperion
name Planning is using (for example, localhost)
user name The name you use to log on to the Hyperion
Planning application (for example, kravets).
Parameter Explanation
For example:
importusers c:\users.txt planning_server dkravets password
wentel
Note: The ImportUsers utility does not add any users that already exist in the
application. If an imported user already exists, you can update whether their password
is synchronized with Essbase and their user role in the application. You cannot,
however, change a user to the application owner role by importing him or her.
Modifying Users
From the Edit User page, you change a user’s name and set its user type. You can
also enable sharing of the user’s password with Essbase.
➤ To modify a user:
1. At the Users tab, select the user you want to change.
You can edit only one user at a time.
2. In the Value text box, type the user name.
If you are using NTLM authentication on the local computer, type the user
name without the domain. Otherwise, separate the domain name and user
name with a backslash (for example, domain\user).
If you are using LDAP authentication, match the attribute specified in step 2
in “Configuring the User Provider” on page 104 (for example, Jane Doe).
For more information on how Hyperion Planning searches for a match with
the user name, see “Search Order for Users” on page 111.
Note: When you change the user type for a user, the user has full read/write
access to the application through the Hyperion Planning Spreadsheet Add-in and
through Hyperion Essbase until you refresh the Hyperion Essbase cube. Once the
cube has been refreshed, the appropriate access rights are applied to the user.
5. Optional: If you are the current owner of the application and you select
Administrator as the user type, you can also make the user the application
owner by selecting the Owner check box.
6. Click OK.
Deleting Users
You delete users in Hyperion Planning on the Web from the Users tab, which is
accessed from the Administration link.
➤ To delete a user:
1. On the Users tab, select the users you want to delete.
2. Click Delete.
3. When you are prompted to confirm your deletion, click Yes.
Note: Hyperion Planning lets you delete users, even if they are currently logged.
If you have a very large number of users who need security filter updates, you can
use the Manage Database task to update all security filters at once. For more
information about updating large numbers of security filters, see “Creating
Application Databases” on page 67.
3. Click .
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Importing Access Rights
The ImportSecurity utility lets you load access rights for users and members from
a text file into Hyperion Planning. You can create a text file that specifies access
information and load that information directly into your Hyperion Planning
application.
When creating the text file, consider the following:
● The name of the text file must be Secfile.txt and it must be saved in the
Hyperion Solutions\Hyperion Planning\Utils folder
● All users and members must be defined in the database
● Each line must specify security implementation information
● Each line must contain the following items separated by a comma ( , )
Item Description
Item Description
2. From the Command Prompt, type the following command and required
parameter:
importsecurity.exe <UDL>
where <UDL> is the path and name of the Hyperion Planning UDL file that
points to the application for which you are specifying security.
3. After you execute the utility, check the secmig.log in the Utils folder for
a list of actions and a list of records inserted.
Note: The ImportSecurity utility retains existing form access for any users listed in
Secfile.txt.
Setting Up Groups
Groups are sets of users, based on similar access rights needs, who are granted
access to the application. After users and groups are defined, you can assign their
access rights to various application elements. Users and groups are defined for
each application. A user or group may have different (if any) access rights for
different applications. A user may be a member of more than one group.
Hyperion Planning groups are defined within Hyperion Planning applications and
do not correspond with authentication provider groups. If you want to organize
users of an application into groups, you must specifically create the groups in
Hyperion Planning.
When you assign a user to a group, that user acquires the access rights of the group.
However, if a user is assigned to a group, and the access rights of the individual 5
user conflict with those of the group, the individual user’s access rights take
precedence. User groups honor the access rights overrides in Workflow Tasks. For
example, although a certain individual user may have write access to a planning
unit because the user acquired that access as a member of a group, the user will
have read-only access if another user currently has ownership of the planning unit.
Deleting a group does not delete its individual users. They are no longer part of the
group because the group no longer exists. Users who were part of the deleted group
may gain or lose some access rights, depending on the access rights that had been
assigned to the group and the users’ individual access rights.
You add, change, and delete groups in Hyperion Planning on the Web with the
Groups tab, which you access from the Administration link.
Adding Groups
You add, change, and delete groups in Hyperion Planning on the Web with the
Groups tab, which is accessed from the Administration link.
➤ To add a group:
1. In the Group Name text box on the Add Group page, enter the name of the
new group.
The name of the group must be unique within the application.
2. Optional: In the Description text box, enter a description of the new group.
3. Click Add Users.
and click Right Arrow, , to move them to the Selected Users area.
● Click Right Arrow All, , to move all users to the Selected Users
area.
5. Click OK.
6. Click OK.
Modifying Groups
You add, change, and delete groups in Hyperion Planning on the Web with the
Groups tab, which you access from the Administration link.
➤ To modify a group:
1. In the Group Name text box on the Edit Group page, change the name of the
group.
The name of the group must be unique within the application.
2. Optional: In the Description text box, enter or change the description of the
group.
3. Click Add Users.
4. Do one or more of the following:
● In the Available Users area, select the users you want to add to the group
and click Right Arrow, , to move them to the Selected Users area.
● Click Right Arrow All, , to move all users to the Selected Users
area.
● In the Selected Users area, select the users you want to remove from the
group and click Left Arrow, , to move them to the Selected Users
area.
● Click Left Arrow All, , to move all users to the Available Users
area.
5. Click OK.
6. Click OK.
Deleting Groups
You add, change, and delete groups in Hyperion Planning on the Web with the
Groups tab, which is accessed from the Administration link.
➤ To delete a group:
5
1. At the Groups tab, select the groups to delete.
2. Click Delete.
3. When you are prompted to confirm your deletion, click Yes.
Modifying Passwords
If users who are set up to share their passwords want to change their passwords in
Hyperion Planning, they must do so by changing them directly in the external
authentication provider: Microsoft Windows LAN Manager (NTLM), LDAP
through iPlanet, or Microsoft Active Directory (MSAD). For example, a user
would change a password through Microsoft Windows Authentication/Logon and
then log on to Hyperion Planning through the Web client. At that time, the new
password information is passed to the Hyperion Essbase Server.
If a user is set up to maintain separate passwords (that is, you deselected the option
to share the password when setting up a user), you then need to change the user’s
password using Hyperion Essbase Application Manager. Until you do so, the
user’s password is set to the default, which is password. Users need to use this
default password when accessing Hyperion Planning data through a Hyperion tool,
such as Hyperion Analyzer.
When changing a user’s password, keep in mind that by default, Essbase
passwords must have at least six characters. In addition, when you add a user to
Hyperion Planning, two user IDs are automatically created in the Hyperion
Essbase database. For example:
user1
user1_
If you are using NTLM authentication, user1 is specified in NTLM, without the
domain name (for example, dkravets). If you are using LDAP authentication, user1
is the value specified in step 4 in “Configuring the Authentication Provider” on
page 102 (for example, Autumn_Smith).
In either case, the system appends an underscore character after the second user
ID. The password for the underscore user ID should not be changed. In all cases,
the user type in the Hyperion Essbase security settings is user.
Tip: If two Hyperion Planning applications exist on a single Hyperion Essbase server,
and contain the same user in each application, you must pay attention to whether or not
you select to share the user’s password in either one of the applications. For example,
if you select to share the user’s password in one application but not in the other
application, it will be shared in both applications regardless. This is because Hyperion
Essbase maintains users and their passwords on a server basis rather than on an
application basis.
Note: Changing a user’s or group’s access to the dimension members affects the
members that are displayed on the axis on the form (after the application is refreshed).
Hyperion Planning applications should be refreshed after any changes are made to
user or group security.
You can assign access rights to a dimension member or form when you add or
modify that dimension member or form. In each instance, there is an Assign
Access option where you can assign access rights for that dimension member or
form.
Access rights consist of the following options:
● Read - Allows view access to the dimension member or form for the specified
user or group
● Write - Allows view and modify access to the dimension member or form for
the specified user or group
● None - Prohibits access to the dimension member or form for the specified
user or group
5
Note: None is the default access and does not need to be specified.
You can specify only one access right for each user or group. However, when you
assign a user to a group, that user acquires the access rights of the group. If an
individual user is assigned to a group and the access rights of the individual user
conflict with those of the group, the individual user’s access rights take
precedence.
If there is no access right specified for a user or group to an Entity, Account, or
user-defined custom dimension member, an inheritance option may determine the
user or group’s access rights. However, an access right assigned to the member
takes precedence over any inherited security access.
When assigning access rights to a specific member, you can also specify an
attribute that causes the children or descendants of that member to inherit its access
rights. In addition, when specifying inheritance attributes, you can include or
exclude the actual member from the access rights setting. The following table
illustrates the available inheritance options.
Table 2: Options for Inheriting Access Rights
The named user is always used to log on and authenticate a user. Depending on
which program a user logs on through (for example, Hyperion Planning Web or
Hyperion Analyzer), Hyperion Planning connects to the Hyperion Essbase
database using the appropriate user type to establish a connection. The possible
connection types are listed in the following table:
After the connection is established in Hyperion Essbase, the type of access a user
has depends on the user type that is used to establish the connection.
Access rights must be set up through Hyperion Essbase Application Manager. For
instructions on setting up appropriate security to launch calc scripts, refer to the
Hyperion Essbase documentation.
CAUTION: If you delete a business rule from Hyperion Essbase, you must
remove the deleted business rule from any forms to which it is assigned.
Note: When you export a business rule with the Apply Existing Security Settings check
box selected, the user access assignment of the business rule is retained in Hyperion
Essbase.
6 Tables
This section describes how to set up and maintain multiple alias tables within a
Hyperion Planning application.
Note: You can only use alias tables that are created from within Hyperion Planning.
Alias tables that are created outside of Hyperion Planning are deleted during an
application refresh.
Note: The alias table name cannot contain the Tab, double quote “, or backslash
\ characters.
Note: The alias table name cannot start with the following characters:
‘\<|,=@_+-{}().
4. Click OK.
3. From the Source Alias Table drop-down list, select the alias table you want
to copy.
4. From the Target Alias Table drop-down list, select the alias table to which
you want to copy the information.
5. Click OK.
Note: Clearing the alias table removes the contents of the table but not the table
itself.
3. Click Clear Table . You are prompted to confirm your intention to clear
the contents of the alias table.
4. Click OK. 6
4. In the New Table Name text box, enter a name of up to 80 characters for the
alias table.
Note: The alias table name cannot contain the Tab, double quote “, or backslash
\ characters.
Note: The alias table name cannot start with the following characters:
‘\<|,=@_+-{}().
5. Click OK.
Note: Deleting the alias table removes the contents of the table and the table itself.
3. Click Delete Table . You are prompted to confirm your intention to delete
the alias table.
4. Click OK.
7 Currencies
This section describes how the calendar rolls up, which currencies are used in an
application, and how currencies are converted from one to another.
12 Months Four quarters are created per year. Months roll up into
their parent quarter and quarters roll up into a year.
Quarters Quarters roll up into a year.
Custom There are no default roll up structures. Instead, a flat list of
the custom base time periods is displayed.
When you start the Calendar task, the Calendar window displays. Properties for a
selected item in the hierarchy are displayed in the Period Properties to the right of
the Summary Time Periods hierarchy. As the budget administrator, you can change
the names, descriptions, and ranges of the summary time periods in the hierarchy.
Note: You must work from the top of the hierarchy to the bottom when you create
summary time periods. Otherwise, Hyperion Planning views the rollup structure as
asymmetrical and will not allow you to continue.
Note: The new summary time period displays in the hierarchy as a parent of
the selected item. It has a temporary name.
4. In the Name text box, enter a name for the new summary time period.
5. Optional: In the Description text box, enter a description for the new
summary time period.
6. Use the Start Period and End Period drop-down lists to select start and end
time periods.
7. Repeat steps 3 through 6 for each summary time period you want to add.
8. Click Save.
3. In the Name text box, highlight the existing text and enter a new name.
4. Optional: In the Description text box, highlight the existing text and enter a
new description.
5. Repeat steps 3 through 4 for each summary time period you want to rename.
6. Click Save.
● If you select a summary time period with a sibling below it, then the End
Period drop-down list is available and displays all children from the Start
Period through the next sibling’s children, except for the last child.
4. Repeat steps 2 and 3 for each summary time period you want to modify.
5. Click Save.
4. Click OK.
navigation frame. For more information about creating an application that allows
multiple currencies, see “Setting Up Currencies” on page 58. Additionally, if you
enabled the application to support multiple currencies, you can also enable
multiple currency support per entity on the forms you create and during business
rule selection. For more information about form options and business rule
selection, see “Setting a Form’s Display Options” on page 246 and “Selecting
Business Rules” on page 250.
To allow users to work with currencies other than entities’ base currencies, you
must also do one of the following when selecting members for a form:
➤ To compare converted currencies in the same form, for rows and columns select to
display at least two different currencies.
➤ To convert currencies for all the currency values in the form, assign the Currency
dimension to the page axis and select reporting currencies as members. Users can
then select the currency member of their choice from the page axis and then launch
the calculate currencies calc script to view all the values in that currency.
You can load values (from historical scenarios, for example) into a reporting
currency by using the Hyperion Essbase Adapter to populate values directly
into Hyperion Essbase.
● Currency conversion is limited to level 0 members.
● Currencies that are defined for the application, including reporting and
non-reporting currencies, (as set up in the Currencies task) are valid currencies
for data entry. The valid currencies for data entry are displayed in a list that
users can access by clicking the Available Currencies link on the Enter Data
page.
● To get meaningful results, roll up values in one common reporting currency.
If members of a subtotal have mixed currencies, the currency type is blank and
the currency symbol does not display. For example, adding 10 US dollars and
10 Japanese Yen to a subtotal value of 20 does not make sense.
● Ending
The exchange rate type used for each account is specified in the Custom
Dimensions window when you set up accounts. For average and ending rate types,
you can enter values for all time periods. For the historical rate type, you can enter
a single rate value that is used for all time periods, including the Beginning
Balance time period. For the Beginning Balance time period you can enter a single
rate value that is always used for that time period for average and ending rate types.
Triangulation
Hyperion Planning supports currency conversion by triangulation through an
interim currency. The interim currency is called the triangulation currency. For
example, if you know Euro/US Dollar exchange rate and the Euro/French Franc
exchange rate, you can calculate the US Dollar/French Franc exchange rate by
using the Euro as the triangulation currency.
You also have the ability to modify a currency’s triangulation currency. Doing this
requires you to re-enter exchange rates relative to the triangulation currency
property. You must then refresh the application for the new exchange rates to be
transferred and stored to the plan types.
Scaling
You can specify that data values be scaled when they are displayed in certain
currencies. For example, you might set the scaling for Yen to Thousands. You
could enter 10,000 as a value for the Japan entity on a form with the Local member 7
selected for the Currency dimension. When you select Yen as the currency member
for the form, the scaling is applied and 10 displays as the value for Japan.
Number Formatting
You can determine how numerical values display in a data entry form. This applies
to non-currency as well as currency data types. However, users can override these
settings on an individual basis in data entry forms. You can determine the initial
display of:
● The thousands separator:
– None - to display numbers with no thousands separator
Example: 1000
– Comma - to display numbers with a comma separating thousands values
Example: 1,000
– Dot - to display numbers with a dot separating thousands values
Example: 1.000
– Space - to display numbers with a space separating thousands values
Example: 1 000
● The decimal separator:
– Dot - to display the decimal separator as a dot
Example: 1000.00
– Comma - to display the decimal separator as a comma
Example: 1000,00
● The display of negative numbers:
– Prefixed minus - to display a minus sign in front of negative numbers
Example: -1000
– Suffixed minus - to display a minus sign behind negative numbers
Example: 1000-
– Parentheses - to display brackets around negative numbers
Example: [1000]
● The color of negative numbers:
– Black - to display negative numbers in black
– Red - to display negative numbers in red
Reporting Currencies
A reporting currency is the currency in which your company prepares its financial
statements. Hyperion Planning supports currency conversion from local currencies
to one or more reporting currencies. The converted reporting currency values are
stored and are read-only for all users. An application’s default currency is also the
default reporting currency. You also have the ability to disable a currency as a
reporting currency.
Adding Currencies
7
You can add currencies to an application as needed. When you add currencies, you
can select them from a pre-defined list or create your own. You can specify the
following properties when you add a currency:
● The three letter code
● The symbol
● A description of up to 256 characters
● The scaling factor to use, if any, when values are displayed in the currency
● The triangulation currency, if any, to use for currency conversion
● The number formatting
➤ To add a currency:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Currencies.
2. Do one of the following:
Modifying Currencies
➤ To modify a currency:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Currencies.
2. From the Currencies area, select the currency you want to modify.
3. Do one of the following:
Deleting Currencies
➤ To delete a currency:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Currencies.
2. From the Currencies area, select the currency you want to delete.
3. Click Show Currency Usage to see if the currency is the default currency, is
used as a triangulation currency, or is associated with an entity. You cannot
delete a currency that meets any of these criteria. Additionally, if you delete a
currency that is defined in the exchange rate table, it is also deleted from that
table.
4. Do one of the following:
Note: After deleting a currency, you need to update and validate business rules,
reports, and Hyperion Application Link adapter processes.
Note: When you create an application, you must have selected to use multiple
currencies for the Exchange Rates task to be available. If you selected to create the
application using one currency, the Exchange Rates task is not available.
rate tables, you must refresh the application for the new exchange rates to be
transferred and stored in the plan types. For more information about creating and
refreshing applications, see “Creating Application Databases” on page 67 and
“Refreshing Application Databases” on page 70.
Hsp_Rates Dimension
Applications that support multiple currencies include an additional dimension
called Hsp_Rates. This dimension is used to store exchange rates. There are two
members within this dimension:
● Hsp_InputValue - which stores data values
● Hsp_InputCurrency - which stores currency types for the data values
When you generate reports or load data, you need to refer to the Hsp_InputValue
member. Additionally, when you load data, you need to load the data against the
local currency. You do not need to refer to the Hsp_InputCurrency member.
By default, the Hsp_Rates dimension is set to Dense. You can change this setting
using the Performance Settings option. For more information about changing
performance settings, see “Optimizing Application Performance” on page 76.
Triangulation
If currency A is set to triangulate through another currency B, then the exchange
rates between currency A and any other currencies that triangulate through
currency B are calculated automatically. For example, French Francs and
Deutsche Marks might both be set to triangulate through the Euro. After rates are
entered for converting between French Francs and the Euro and between Deutsche
Marks and the Euro, the rates for converting from French Francs to the default
currency and the rates for converting from Deutsche Marks to the default currency
are automatically calculated.
Calculation Method
When you input exchange rates for converting from one currency to another, you
select either Multiply or Divide as the calculation method. For example, if you
select 1.5 as the rate for converting British Pounds to US Dollars, and select
multiply as the calculation method, 1 British Pound is converted to 1.5 US Dollars.
Currency Select the currency from the list for which you want to
enter conversion rates (either the default currency or any
triangulation currency). For example, if you want to
specify a rate for converting French Francs to the default
currency of the application, select the default currency in
the Currency column.
From Select the currency to enter rates from which to convert
(source currency).
Method The mathematical operator (either multiply or divide) that
determines how values are calculated between the source
and destination currencies.
Historical For all time periods, this value sets the exchange rate for
accounts whose Exchange Rate Type is set to Historical
(in the Custom Dimension task). The account’s Data Type
must be set to Currency. Historical is typically used for
balance sheet account types. A historical exchange rate
may reflect a calculated rate over time, a rate for a point in
7
time prior to the application’s calendar, or a rate that was
in effect when an event occurred.
Beg Balance The value of balance sheet accounts (for example, Asset,
Liability, and Equity). There is one beginning balance
time period, which is the first time period in the
application. Rates for the Beginning Balance time period
are populated for each year in the application. Scenarios
that do not include the first year of the application can still
include a Beginning Balance time period.
Average For any time period, this value sets the exchange rate for
accounts whose Exchange Rate Type is set to Average (in
the Custom Dimension task). Average is typically used for
Revenue and Expense account types, or for Saved
Assumption account types whose Time Balance option is
set to Flow. The account’s Data Type must be set to
Currency.
Ending For any time period, this value sets the exchange rate for
accounts whose Exchange Rate Type is set to Ending (in
the Custom Dimension task). Ending is typically used for
Asset and Liability account types, or for Saved
Assumption account types whose Time Balance option is
set to Balance. The account’s Data Type must be set to
Currency.
Show Columns for Lets you control which columns display in the grid by
clicking the check boxes for Average Rates, Type, End
Rates, Method, Historical, and Beg Balance.
Years Click to specify the time periods shown in the grid. By
default, the time periods shown in the grid are the current
year of the application calendar.
Select Another Rate Click to select another Exchange Rate table to edit.
Table
6. Highlight the exchange rate you created and click Open Rate Table.
7. From the Currency list, select the default currency or triangulation currency
you want to set up.
8. Place the cursor in the row of the currency you want to convert from and in
the cell for which you want to enter a value.
9. Enter values in the other columns of the row to reflect the relationship you
want to set up when Hyperion Planning converts from that currency to the
default or triangulation currency.
10. In the Method column of the row, specify whether multiplication or division
should be used as the calculation method.
11. Enter values into the cells for the desired time periods:
● Hyperion Planning stores values with up to six places to the right of the
decimal separator. If you enter more than six digits to the right of the
decimal separator, the value is rounded off to six digits.
● To automatically enter the same exchange rate for all following average
or ending periods in a year, place the cursor in the cell to be copied and
select Task > Fill Year. To enter the value for all the average or ending
exchange rate cells in the row, select Task > Fill Table.
● To set which years display, click Years and select the desired years.
12. Optional: From the Show Columns For section, select the columns you want
to display in the grid.
13. Optional: Click Years to set which years the grid displays.
● Select the years you want to display. 7
● Click OK.
14. Click OK.
Note: To undo your changes since you last saved the exchange rate table, click
Restore.
Note: By default, the currencies are listed by the abbreviations set up by the three
character ISO currency standard.
Note: To undo your changes since you last saved the exchange rate table, click
Restore.
7. Click Save.
8 Dimensions
This section describes how to work with user-defined custom dimensions, the
Entity dimension, the Account dimension, and the members, attributes, and
attribute values within each of the dimensions.
When these two conditions exist for any given dimension in the database, that
dimension is said to be a sparse dimension. A sparse dimension is a dimension that
contains a low percentage of occupied data values in each combination of
dimensions that occurs. For example, a database might include the Product,
Market, and Accounts dimensions. The Product dimension represents the product
units, the Market dimension represents the geographical regions in which the
products are sold, and the Accounts dimension represents the Accounts data.
Because not every product is sold in every geographical region, accounts data does
not exist for all products in all regions. In this case, the Accounts dimension is a
sparse dimension.
Most multidimensional databases also contain dense dimensions. A dense
dimension is a dimension that contains a high percentage of occupied data values
in each combination of dimensions that occur. In the previous example, if every (or
nearly every) product is sold in every (or nearly every) region, then accounts data
exists for almost all products in all regions. In this case, the Accounts dimension
is a dense dimension.
To optimize the performance of the database, you can designate the dimensions as
sparse or dense. If a dimension is sparse, and you designate it as such, Hyperion
Planning searches for only those data values that are occupied in each dimension
combination that occurs, and then calculates those data values. This optimizes
performance by decreasing calculation time and lowering disk usage. By default,
Hyperion Planning designates the Account and Time dimensions as dense and the
remaining dimensions as sparse. You can modify these settings as the application
requires. For more information about optimizing the performance of the
application, see “Optimizing Application Performance” on page 76.
data values to get quarterly data values, and quarterly data values to get yearly data
values. Together, the structure of these members, as well as the method for
consolidating their data values, comprise a dimension hierarchy.
In any dimension hierarchy, members of the same level that belong to the same
dimension or member are known as siblings. In the previous example, Q1, Q2, Q3,
and Q4 are siblings because they are at the same level in the hierarchy, and are
members of the same member: YearTotal. However, Jan and Apr are not siblings
because, though they are at the same level in the hierarchy, Jan is a member of Q1
and Apr is a member of Q2.
The members that belong to a particular dimension are known as the children of
that dimension. This is also true of members as well. Members that belong to a
particular member are known as the children of that member. In the previous
example, the member YearTotal is a child of the Periods dimension, the members
of Q1, Q2, Q3, and Q4 are children of the member YearTotal, and the members
Jan, Feb, and Mar are children of the member Q1. Conversely, Q1 is the parent of
Jan, Feb, and Mar, YearTotal is the parent of Q1, Q2, Q3, and Q4, and Periods is 8
the parent of YearTotal. This is because the data values of Jan, Feb, and Mar are
consolidated to produce the data value for Q1, and the data values for Q1, Q2, Q3,
and Q4 are consolidated to produce the data value for YearTotal.
Aggregation Options
You can define calculations within dimension hierarchies using aggregation
options. Aggregation options determine how values of child members are
aggregated to the parent member. The following is a list of available aggregation
options:
● + Addition
● - Subtraction
● * Multiplication
● / Division
● % Percent
● ~ Ignore
For example, Sales and COGS may be children of the member Net Income. If you
set the aggregation option for the Sales member to addition and the aggregation
option for COGS to subtraction, then the aggregated value for the Net Income
member will represent the Sales member minus the COGS member.
Storage Options
You can select from several storage and calculation options for dimension
members to optimize performance and disk usage. The following table describes
the available options:
Table 3: Storage Options
Option Impact
Dynamic Calc and Calculates the data values of the member, and then stores
Store these values
Store Stores the data values of the member
Dynamic Calc Calculates the data values of the member, and then
disregards these values
Share Allows two or more members in the same dimension to
share data values (this is supported for Entity members
only)
Never Share Prohibits two or more members in the same dimension
from sharing data values
In most cases, you can optimize your calculation and lower disk usage by using
Dynamic Calc instead of Dynamic Calc and Store when you are calculating
members of sparse dimensions. However, you should use Dynamic Calc and Store
for members of sparse dimensions in the following situations:
● A sparse member with a complex formula
● A sparse member that users retrieve frequently
For members of dense dimensions, use Dynamic Calc for your calculation. Using
Dynamic Calc and Store provides only a small decrease in retrieval time, and in
the regular calculation time. In addition, the disk usage is not lowered
significantly. 8
For data values that are being accessed concurrently by many users, use Dynamic
Calc. In this situation, the retrieval time may be significantly lower than for
Dynamic Calc and Store.
You should keep the following points in mind when selecting storage options:
● You should not use Dynamic Calc for base-level members for which users
enter data.
5. Click Find Next, , and Find Previous, , to scroll through the search
results.
CAUTION: The restore feature is not available if you are using the
autosave feature.
Concurrent Usage
Different administrators can work on different dimensions within the Custom
Dimensions task. For example, one administrator can set up accounts while
another administrator manages entities. This enables multiple administrators to
maintain an application in less time, and with less restrictions.
Shared members contain read-only values and are only available in the Entity
dimension. For example, you may want to roll up by function (functional roll-ups),
by line of business (management roll-ups), or by geography (statutory roll-ups).
However, shared member values can be ignored to avoid double-counting the
values when you roll-up the outline.
Shared members share some of the same property definitions as the base member.
Those properties include member name, alias name, base currency, and plan types
for which the member is valid. Shared members must have unique parent members
and different roll-up aggregation settings. Custom attributes, custom attribute
values, and member formulas are not allowed for shared members.
When a shared member is created, the Advanced option is not available. In
addition, shared members cannot be moved to a different parent member. Rather,
you must delete the shared member and re-create it under a different parent
member. Shared members must be at the lowest level (which is level zero) in the
hierarchy and cannot have children. Therefore, data can be entered to a shared
member and the value is stored with its base member.
Example
Entity
United States
CA (base)
NY
West
CA (shared)
NV
Sales Region 1
CA (shared)
For example, Eastern US may be a cost center, and you assign it as valid for the
P&L plan type, but not valid for the Revenue plan type. When you create data
entry forms for the Revenue plan type, Eastern US is not selectable for those
forms.
You can also add entities by performing a bulk load using Hyperion Application
Link. For more information about loading entities using Hyperion Application
Link, see “Loading Members and Data” on page 219.
Base Currency
If the application is set up for currency conversion, you specify a base currency for
each entity member. The default base currency for all entity members is the
currency you specify when you create the application using the Setup Assistant.
For example, if US Dollars is the default currency, you may specify Yen as the base
currency for the Japan entity and US Dollars for the United States entity. When
you display a data entry form that has values on it for the Japan entity and the
form’s display currency is set to US Dollars, the values will be converted to US
Dollars per the rates in the exchange rate table (this example assumes that Yen is
the local currency and US Dollars is the reporting currency).
Note: A sibling member displays at the same level in the hierarchy as the
selected member. A child member displays one level below the selected
member in the hierarchy.
4. In the Member text box, highlight the default member name and enter a new
member name. The name can contain up to 80 characters and must be unique
across all dimensions.
Note: The member name cannot contain the Tab, double quote “, or backslash \
characters.
Note: The member name cannot start with the following characters:
‘\<|,=@_+-{}().
5. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
6. Optional: In the Alias text box, enter an alternate name for the entity member.
The alias can contain up to 80 characters and requires the same naming
conventions as described above for the member name.
7. From the Base Currency drop-down list, select the base currency for the
entity member.
8. Select or deselect the Valid for Consolidations option. Selecting this option
flags the member as one you plan to transfer to Hyperion Financial
Management using Hyperion Application Link.
9. Optional: Click Advanced to set data storage properties used in building a
Hyperion Essbase cube. For more information about setting advanced 8
properties, see “Defining Advanced Properties for Entity Members” on
page 170.
10. Click Assign Access. For more information about assigning access rights to
members, see “Assigning Access Rights to Members” on page 192.
11. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
12. Select the Plan Type tab.
13. Select one or more plan types for which the entity member is valid. For more
information about plan types, see “Entity Members and Plan Types” on
page 167.
Note: Only the plan types for which the entity member’s parent is valid are
available. If the parent is not valid for a particular plan type, then neither is the child
entity member.
14. Select an aggregation option for each plan type you previously selected. For
more information about aggregation options, see “Aggregation Options” on
page 160.
Note: Only the aggregation options for which the entity member’s parent is valid
are available. If the parent is not valid for a particular aggregation option, then
neither is the child entity member.
15. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
16. Repeat these steps for as many members as you need to add.
● Dynamic Calc - calculates the data values of the member and then
discards these values.
● Dynamic Calc and Store - calculates the data values of the member and
then stores these values.
● Never Share - prohibits two or more members in the same dimension
from sharing a data value. This option should be used for parent members
that have only one child member, so that the appropriate security can be
applied to the child member.
● Shared - when you want to allow for alternate roll-up structures in the
application. For more information about shared members, see “Working
with Shared Members” on page 165.
5. Select or deselect the Two Pass Calculation option. Selecting this option
causes Hyperion Planning to re-calculate the data values of any members that
are based on the data values of the parent member or other members.
Note: This option is available for all entity members with the Dynamic Calc or
Dynamic Calc and Store properties.
6. Click OK.
7. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
3. In the Member text box, highlight the default member name and enter a new
member name. The name can contain up to 80 characters and must be unique
across all dimensions.
Note: The member name cannot contain the Tab, double quote “, or backslash \
characters.
Note: The member name cannot start with the following characters:
‘\<|,=@_+-{}().
4. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
5. Optional: In the Alias text box, enter an alternate name for the entity member.
The alias can contain up to 80 characters and requires the same naming
conventions as described above for the member name.
6. From the Base Currency drop-down list, select the base currency for the
entity member.
7. Select or deselect the Valid for Consolidations option. Setting this option
flags the member as one you plan to transfer to Hyperion Financial
Management using Hyperion Application Link.
8. Optional: Click Advanced to set data storage properties used in building a
Hyperion Essbase cube. For more information about setting advanced
properties, see “Defining Advanced Properties for Entity Members” on
page 170.
9. Click Assign Access. For more information about assigning access rights to
members, see “Assigning Access Rights to Members” on page 192.
10. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
11. Select the Plan Type tab.
12. Select one or more plan types for which the entity member is valid. For more
information about plan types, see “Entity Members and Plan Types” on
page 167.
Note: Only the plan types for which the entity member’s parent is valid are
available. If the parent is not valid for a particular plan type, then neither is the child
entity member.
13. Select an aggregation option for each plan type you previously selected. For
more information about aggregation options, see “Aggregation Options” on
page 160.
14. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
4. Hyperion Planning prompts you to confirm your intention to delete the entity
member.
5. Click Yes to confirm the deletion.
6. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164. 8
Note: After deleting an entity member, you need to update and validate business
rules, reports, and Hyperion Application Link adapter process.
Account Types
The account type defines an account’s time balance, or how an account’s value
flows over time. It also determines the account’s sign behavior for variance
reporting with Hyperion Essbase member formulas. The variance reporting and
time balance settings are predefined for all account types except the Saved
Assumption type, which is user-defined. The following table describes the account
types.
Table 4: Account Types
An account’s time balance property determines the ending value of summary time
periods either by aggregating all values for the summary time period, or by using
only the ending value for the summary time period as follows:
● Flow uses an aggregate of all of the data values for a summary time period as
a total for the period.
● Balance uses the ending data value in a summary time period as the total for
the period.
An account’s variance reporting property determines whether the account is
treated as an expense when used in Hyperion Essbase member formulas. The
following illustrates how expense and non-expense accounts behave for variance
reporting:
● Expense - the actual amount is subtracted from the budgeted amount to
determine the variance.
● Non-Expense - the budgeted amount is subtracted from the actual amount to 8
determine the variance.
Account types are used for the following purposes:
● An expense account type represents a cost of doing business. For example,
when you plan your budget for travel expenses, you may have account
members for sales trips, trade shows and seminars.
● A revenue account type represents a source of income. For example, when you
receive revenue from the sales of different products, you may have separate
account members for each product.
● An asset account type represents a resource that belongs to your company. For
example, when you plan accounts receivable, you may have separate account
members for each customer.
● Both the liability and equity account types represent a residual interest or a
single outside obligation to an outside creditor.
● A saved assumption account type represents the planning assumptions that
you make. Examples include; floor space, headcount, rates, prices, and so on.
Saved assumptions let you centralize your planning assumptions to ensure
consistency across the application.
Saved Assumptions
Saved assumptions let you centralize your planning assumptions to identify key
business drivers and to ensure consistency across the application. When you define
a saved assumption account member, you select the appropriate time balance and
variance reporting properties.
● Variance reporting - for each saved assumption you create, you can determine
the variance between budget data and actual data. To do so, you need to define
the saved assumption as expense or non-expense. When you define a saved
assumption as expense, Hyperion Planning calculates the variance by
subtracting the actual amount from the budgeted amount. When you define a
saved assumption as a non-expense, Hyperion Planning calculates the
variance by subtracting the budgeted amount from the actual amount.
● Time balance - for each saved assumption you create, you can determine the
ending value for the summary time period either by aggregating all values for
the summary time period, or by using the ending value for the summary time
period.
The following list contains examples of how time balance and variance reporting
properties are used with saved assumption account members:
● You may create a saved assumption of an expense type for variance reporting
that assumes that the actual amount you spent on headcount is less than the
amount you budgeted for headcount. To determine the variance, Hyperion
Planning subtracts the actual amount from the budgeted amount.
● You may make an assumption on the floor space of an office and you
determine the floor space of the office for the time period by using whatever
value you have for the end of the time period.
● You may make an assumption about the number of product units that are sold
at the end of the time period. You would therefore determine the final value
for the time period by aggregating the number of units sold across the range
of time periods.
Note: A sibling member displays at the same level in the hierarchy as the
selected member. A child member displays one level below the selected
member in the hierarchy.
4. In the Member text box, highlight the default member name and enter a new
member name. The name can contain up to 80 characters and must be unique
across all dimensions.
Note: The member name cannot contain the Tab, double quote “, or backslash \
characters.
Note: The member name cannot start with the following characters:
‘\<|,=@_+-{}().
5. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
6. Optional: In the Alias text box, enter an alternate name for the account
member. The alias can contain up to 80 characters and must be unique across
all dimensions. the alias also requires the same naming conventions as
described above for the member name.
7. From the Account Type drop-down list, select the account type for the
account member. For more information about account types, see “Account
Types” on page 174.
8. If the account type is Saved Assumptions, click Options to select account type
options. For more information about saved assumptions, see “Saved
Assumptions” on page 176.
● In the Variance Reporting area, select one of the following options:
– Expense - designates the saved assumption as an expense account.
The actual amount is subtracted from the budgeted amount to
determine the variance.
– Non-Expense - designates the saved assumption as a revenue, asset,
liability, or equity account. The budgeted amount is subtracted from
the actual amount to determine the variance.
● In the Time Balance area, select one of the following options:
– Flow - uses an aggregate of all the data values for a summary time
period as a total for the period.
– Balance - uses the ending data value in a summary time period as the
total for the period.
● Click OK.
9. From the Exchange Rate drop-down list, select an exchange rate. For more
information about exchange rates, see “Data Type and Exchange Rate Type”
on page 177.
10. From the Data Type drop-down list, select a data type. For more information
about data types, see “Data Type and Exchange Rate Type” on page 177.
11. Select or deselect the Valid for Consolidations option. Selecting this option
flags the member as one you plan to transfer using Hyperion Application Link.
12. Optional: Click Advanced to set data storage properties used in building a
Hyperion Essbase cube. For more information about setting advanced
properties, see “Defining Advanced Properties for Account Members” on
page 180.
13. Click Assign Access. For more information about assigning access rights to 8
members, see “Assigning Access Rights to Members” on page 192.
14. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
15. Select the Plan Type tab.
16. Select one or more plan types for which the account member is valid. For more
information about plan types, see “Account Members and Plan Types” on
page 174.
Note: Only the plan types for which the account member’s parent is valid are
available. If the parent is not valid for a particular plan type, then neither is the child
account member.
17. Select an aggregation option for each plan type you previously selected. For
more information about aggregation options, see “Aggregation Options” on
page 160.
18. Select the source plan type for the account. For more information about source
plan types, see “Account Members and Plan Types” on page 174.
Note: You can select a source plan type only if more than one plan type is valid for
the member (for example, more than one plan type is selected on the Plan Type
tab).
19. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
20. Repeat these steps for as many members as you need to add.
● Dynamic Calc and Store - calculates the data values of the member and
then stores these values.
● Never Share - prohibits two or more members in the same dimension
from sharing a data value. This option should be used for parent members
that have only one child member, so that the appropriate security can be
applied to the child member.
5. Select or deselect the Two Pass Calculation option. Selecting this option
causes Hyperion Planning to re-calculate the data values of any members that
are based on the data values of the parent member or other members.
Note: This option is available for all account members with the Dynamic Calc or
Dynamic Calc and Store properties.
6. Click OK.
7. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Note: The member name cannot contain the Tab, double quote “, or backslash \
characters.
Note: The member name cannot start with the following characters:
‘\<|,=@_+-{}().
4. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
5. Optional: In the Alias text box, enter an alternate name for the account
member. The alias can contain up to 80 characters and must be unique across
al dimensions. The alias also requires the same naming conventions as
described above for the member name.
6. From the Account Type drop-down list, select the account type for the
account member. For more information about account types, see “Account
Types” on page 174.
7. If the account type is Saved Assumptions, click Options to modify account
type options. For more information about saved assumptions, see “Saved
Assumptions” on page 176.
● In the Variance Reporting area, select one of the following options:
– Expense - designates the saved assumption as an expense account.
The actual amount is subtracted from the budgeted amount to
determine the variance.
– Non-Expense - designates the saved assumption as a revenue, asset,
liability, or equity account. The budgeted amount is subtracted from
the actual amount to determine the variance.
● In the Time Balance area, select one of the following options:
– Flow - uses an aggregate of all the data values for a summary time
period as a total for the period.
– Balance - uses the ending data value in a summary time period as the
total for the period.
● Click OK.
8. From the Exchange Rate drop-down list, select an exchange rate. For more
information about exchange rates, see “Data Type and Exchange Rate Type”
on page 177.
9. From the Data Type drop-down list, select a data type. For more information
about data types, see “Data Type and Exchange Rate Type” on page 177.
10. Select or deselect the Valid for Consolidations option. Selecting this option
flags the member as one you plan to transfer to Hyperion Financial
Management using Hyperion Application Link.
11. Optional: Click Advanced to set data storage properties used in building a
Hyperion Essbase cube. For more information about setting advanced
properties, see “Defining Advanced Properties for Account Members” on
page 180.
12. Click Assign Access. For more information about assigning access rights to
members, see “Assigning Access Rights to Members” on page 192.
13. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
14. Select the Plan Type tab.
15. Select one or more plan types for which the account member is valid. For more
information about plan types, see “Account Members and Plan Types” on
page 174.
Note: Only the plan types for which the account member’s parent is valid are
available. If the parent is not valid for a particular plan type, then neither is the child
account member.
16. Select an aggregation option for each plan type you previously selected. For
more information about aggregation options, see “Aggregation Options” on
page 160.
17. Select the source plan type for the account. For more information about
aggregation options, see “Aggregation Options” on page 160.
Note: You can select a source plan type only if more than one plan type is valid for
the member (for example, more than one plan type is selected on the Plan Type
tab).
18. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
8
Deleting Account Members
Members must be deleted one at a time and a parent cannot be deleted without first
deleting its children. Deleting an account also deletes account annotations and
data. You must delete the account member throughout Hyperion Planning before
deleting it from the Custom Dimensions task. For example, if the account member
you want to delete is used in a data entry form, you must delete it from the data
entry form before deleting it from the Custom Dimensions task.
Note: After deleting an account member, you need to update and validate
business rules, reports, and Hyperion Application Link adapter processes.
CAUTION: You cannot delete custom dimensions once they have been
created.
User-defined custom dimensions differ from the Entity and Account dimensions in
that you assign valid plan types for user-defined custom dimensions at the
dimension level. You do not assign plan types to the members of a user-defined
custom dimension. All members of a user-defined custom dimension are valid for
the plan types assigned at the dimension level.
You can also add user-defined custom dimensions by performing a bulk load using
Hyperion Application Link. For more information about loading dimensions using
Hyperion Application Link, see “Importing Custom Dimension Members” on
page 219.
Note: The dimension name cannot contain the Tab, double quote “, or backslash
\ characters.
Note: The dimension name cannot start with the following characters:
‘\<|,=@_+-{}().
5. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
6. Optional: In the Alias text box, enter an alternate name for the dimension.
The alias can contain up to 80 characters and must be unique across all
dimensions. The alias also requires the same naming conventions as described
above for the dimension name.
8
7. Select the plan types for which the dimension is valid.
8. Select the Apply Security option to allow security to be set up on custom
dimension members.
9. Optional: Click Advanced to define how data values are stored in Hyperion
Planning. For more information about defining advanced properties for a
dimension, see “Defining Advanced Properties for User-Defined Dimensions
and Members” on page 191.
10. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
11. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Note: The dimension name cannot contain the Tab, double quote “, or backslash
\ characters.
Note: The dimension name cannot start with the following characters:
‘\<|,=@_+-{}().
4. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
5. Optional: In the Alias text box, enter an alternate name for the dimension.
The alias can contain up to 80 characters and must be unique across all
dimensions. The alias also requires the same naming conventions as described
above for the dimension name.
6. Select the plan types for which the dimension is valid.
7. Select the Apply Security option to allow security to be set up on custom
dimension members.
8. Optional: Click Advanced to define how data values are stored in Hyperion
Planning. For more information about defining advanced properties for a
dimension, see “Defining Advanced Properties for User-Defined Dimensions
and Members” on page 191.
9. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
10. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Note: A sibling member displays at the same level in the hierarchy as the
selected member. A child member displays one level below the selected
member in the hierarchy. 8
4. In the Member text box, highlight the default member name and enter a new
member name. The name can contain up to 80 characters and must be unique
across all dimensions.
Note: The member name cannot contain the Tab, double quote “, or backslash \
characters.
Note: The member name cannot start with the following characters:
‘\<|,=@_+-{}().
5. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
6. Optional: In the Alias text box, enter an alternate name for the member. The
alias can contain up to 80 characters and must be unique across all dimensions.
The alias also requires the same naming conventions as described above for
the member name.
7. Select or deselect the Valid for Consolidations option. Selecting this option
flags the member as one you plan to transfer to Hyperion Financial
Management using Hyperion Application Link.
8. Optional: Click Advanced to define how data values are stored in Hyperion
Planning. For more information about defining advanced properties for a
member, see “Defining Advanced Properties for User-Defined Dimensions
and Members” on page 191.
9. Click Assign Access. For more information about assigning access rights to
members, see “Assigning Access Rights to Members” on page 192.
10. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
11. Select the Plan Type tab.
12. Select an aggregation option for each plan type that is available. For more
information about aggregation options, see “Aggregation Options” on
page 160.
13. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
14. Repeat these steps for as many members as you need to add.
Note: After adding a user-defined custom dimension member, you need to update
and validate business rules, reports, and Hyperion Application Link adapter
processes.
Note: The member name cannot contain the Tab, double quote “, or backslash \
characters.
Note: The member name cannot start with the following characters:
‘\<|,=@_+-{}().
4. Optional: From the Alias Table drop-down list, select the alias table to store
the alias name.
5. Optional: In the Alias text box, enter an alternate name for the member. The
alias can contain up to 80 characters and must be unique across all dimensions.
The alias also requires the same naming conventions as described above for
the member name.
6. Select or deselect the Valid for Consolidations option. Selecting this option
flags the member as one you plan to transfer to Hyperion Financial 8
Management using Hyperion Application Link.
7. Optional: Click Advanced to define how data values are stored in Hyperion
Planning. For more information about defining advanced properties for a
member, see “Defining Advanced Properties for User-Defined Dimensions
and Members” on page 191.
8. Click Assign Access. For more information about assigning access rights to
members, see “Assigning Access Rights to Members” on page 192.
9. Select the Custom Attributes tab. For more information about using
attributes and attribute values, see “Working with Attributes” on page 195 and
“Working with Attribute Values” on page 198.
10. Select the Plan Type tab.
11. Select an aggregation option for each plan type that is available. For more
information about aggregation options, see “Aggregation Options” on
page 160.
12. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
5. Click Edit, .
6. Select the type of access right you want to assign to the user or group for this 8
particular member.
● Read - permits read access to this particular member for the user or group
● Write - permits read and write access to this particular member for the
user or group
● None - prevents access to this particular member for the user or group
● Click Promote Member to move the member to the next highest level in
the dimension hierarchy. You cannot promote a member to a dimension,
nor can you promote shared members (for the Entity dimension only).
● Click Demote Member to move the member to the next lowest level in
the dimension hierarchy. If a member has no siblings, you cannot demote
that member.
● Click Move Up to move the member up in the dimension list within the
same hierarchical level. You cannot move a member up if it has no
siblings.
● Click Move Down to move the member down in the dimension list within
the same hierarchical level. You cannot move a member down if it has no
siblings.
4. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Note: After moving members within the dimension hierarchy, you need to update
and validate business rules, reports, and Hyperion Application Link adapter
processes.
Defining Attributes
Hyperion Planning allows you to define attributes at the dimension level. Once
you define an attribute for a dimension, you can define the values for that attribute
and assign those values to dimension members.
➤ To define an attribute:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Custom Dimensions.
2. In the Dimension List hierarchy, select a dimension for which you want to
define an attribute.
Note: Only sparse dimensions can contain attributes. Therefore, if the dimension
you select is not a sparse dimension, the Custom Attributes tab is not available.
Note: The attribute value name cannot contain the Tab, double quote “, or
backslash \ characters.
Note: The attribute value name cannot start with the following characters:
‘\<|,=@_+-{}().
6. Click OK.
7. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Modifying Attributes
➤ To modify an attribute:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Custom Dimensions.
2. In the Dimension List hierarchy, select the dimension that contains the
attribute you want to modify.
Note: Only sparse dimensions can contain attributes. Therefore, if the dimension
you select is not a sparse dimension, the Custom Attributes tab is not available.
Note: After modifying an attribute, you need to update and validate business rules,
reports, and Hyperion Application Link adapter processes. 8
Deleting Attributes
When you delete an attribute, all attribute values associated with the attribute are
also deleted. The attribute values are removed from any members to which they
had been assigned, and the attribute is removed from any dimensions to which it
had been assigned.
➤ To delete an attribute:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Custom Dimensions.
2. In the Dimension List hierarchy, select the dimension whose attribute you
want to delete.
Note: Only sparse dimensions can contain attributes. Therefore, if the dimension
you select is not a sparse dimension, the Custom Attributes tab is not available.
Note: After deleting an attribute, you need to update and validate business rules,
reports, and Hyperion Application Link adapter processes.
Note: Only sparse dimensions can contain attributes. Therefore, if the dimension
you select is not a sparse dimension, the Custom Attributes tab is not available.
Note: The attribute value name cannot contain the Tab, double quote “, or
backslash \ characters.
Note: The attribute value name cannot start with the following characters:
‘\<|,=@_+-{}().
9. Press Enter.
10. Click OK.
11. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
8
Assigning Attribute Values to Members
You can define attribute values for Custom Dimensions. Once you define an
attribute value for a dimension, you then assign it to the members of that
dimension.
Note: Attribute values for a given attribute must be assigned to the same-level
sparse custom dimension members. Assigning an attribute value to a different level
will cause an error during the application refresh.
9. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Note: Only sparse dimensions can contain attributes. Therefore, if the dimension
you select is not a sparse dimension, the Custom Attributes tab is not available.
Note: The attribute value name cannot contain the Tab, double quote “, or
backslash \ characters.
Note: The attribute value name cannot start with the following characters:
‘\<|,=@_+-{}().
9. Click OK.
10. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Note: Only sparse dimensions can contain attributes. Therefore, if the dimension
you select is not a sparse dimension, the Custom Attributes tab is not available.
4. From the Custom Attributes list, select the attribute that contains the
attribute value you want to delete.
5. Click Edit Values.
6. From the Attribute drop-down list, select the attribute that contains the
attribute value you want to delete.
7. From the Attribute Values list, select the attribute value you want to delete.
8. Click Delete.
9. Click OK.
10. Click Save if you are not using Hyperion Planning’s Autosave feature. For
more information about the Autosave feature, see “Saving Changes to
Dimensions and Members” on page 164.
Note: After deleting an attribute value, you need to update and validate business
rules, reports, and Hyperion Application Link adapter processes.
When users select a base member and an associated custom attribute member, they
behave as they would in an “AND” statement. For example, if a user selected the
“North America” base member and its descendants, and the user selected the
“Population equals 250,000” custom attribute value, all members that are both in
“North America” and have the “Population equals 250,000” attribute value
display.
9 Versions
This section describes how to create scenarios to group the application into
separate plans with their own review cycles. This section also describes how to
create versions, which allow for many iterations of a plan.
Setting Up Scenarios
Hyperion Planning allows you to create scenarios to group data that an application
uses. Scenarios enable you to:
● Apply different planning methods to scenarios.
● Create new forecasts.
● Enter data into scenarios.
● Associate different scenarios with different time periods.
● Associate different scenarios with different exchange rates. 9
● Assign user access rights by scenario.
● Report on certain scenarios.
Creating Scenarios
Creating scenarios lets you group your application into separate plans with their
own review cycles. Scenarios can also cover different time spans. For example,
your organization may create one year and three year revenue plans that are
prepared by different users and follow different review paths. You could create two
scenarios, Current Year Revenue and 3Year Revenue Forecast for this purpose.
When you create a scenario, you define these properties:
● Time periods
● Exchange rate table
● Access rights
Time Periods
You assign each scenario a range of years and time periods for which it is
valid.You can also specify whether or not to use the Beginning Balance time
period for a scenario. When users access a data entry form, they can enter into that
scenario only years and periods that are within the range. Years and periods outside
of the range display as read-only.
You can modify the time range of scenarios as needed to allow for continuous
planning. For example, you may have a scenario named 3Year Forecast that has
2002 as the start year and 2004 as the end year. At the beginning of the 2003 fiscal
year, you could advance the start year to 2003 and the end year to 2005. You could
then enter forecast data for 2005.
Access Rights
You can specify access rights to the members of the Scenario dimension for groups
or users. Access rights determine whether or not a user or group can view and/or
modify data. A user or group can have only one of the following access rights:
Read, Write, or None. However, the access rights for a user can be combined based
on the groups to which that user belongs.
Adding a Scenario
➤ To add a scenario:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Scenarios.
2. Do one of the following:
8. Click Assign Access to assign access rights to the scenario member. For more
information about assigning access rights, see “Setting Access Rights for
Scenarios and Versions” on page 215. 9
Note: Assigning access rights to a scenario lets you control access to the data
values associated with the scenario.
9. Click OK.
Modifying a Scenario
➤ To modify a scenario:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Scenarios.
2. Do one of the following:
8. Click Assign Access to assign access rights to the scenario member. For more
information about assigning access rights, see “Setting Access Rights for
Scenarios and Versions” on page 215.
Note: Assigning access rights to a scenario lets you control access to the data
values associated with the scenario.
9. Click OK.
Deleting a Scenario
When you delete a scenario, all planning units that use the scenario (including
data) are deleted. Also, you cannot delete a scenario that is assigned to an axis on
a data entry form. You first need to remove the reference to the scenario from the
data entry form and then assign a different scenario to an axis on the form.
➤ To delete a scenario:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Scenarios.
2. Do one of the following:
Note: After deleting a scenario, you need to update and validate business rules,
reports, and Hyperion Application Link adapter processes.
Copying a Scenario
When you select to copy a scenario, only the scenario properties are copied. The
data values and access rights associated with the original scenario are not copied
to the new scenario.
➤ To copy a scenario:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Scenarios.
2. From the list of scenarios, select the scenario you want to copy.
3. Do one of the following:
9. Click Assign Access to assign access rights to the scenario member. For more
information about assigning access rights, see “Setting Access Rights for
Scenarios and Versions” on page 215.
Note: Assigning access rights to a scenario lets you control access to the data
values associated with the scenario.
Setting Up Versions
Versions allow flexibility in the planning process and are independent of
individual scenarios. For example, if you create Best Case and Worst Case
versions in the Version dimension, you can use these versions with any of the
scenarios that you created. The following lists some possible uses of versions:
● To allow multiple iterations of a plan, for example, Preliminary and Final
● To model possible outcomes based on more optimistic or less optimistic
assumptions, for example, Best Case and Worst Case
● To manage dissemination of plan data, for example, Internal and External
● To facilitate target settings
Adding a Version
➤ To add a version:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Versions.
9
2. Do one of the following:
Note: Assigning access rights to a version lets you control access to the data
values associated with the version.
6. Click OK.
Modifying a Version
You can edit an existing version to change the name of a version and the access
rights assigned to the version. You can assign access rights to a version to specify
which users have access to the version. For example, you may want to give users
read-only access to the version Final. To modify the version type or the version
owner, you must delete the version and add a new version.
➤ To modify a version:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Versions.
2. In the Versions window, select the version you want to modify.
3. Do one of the following:
Note: Hyperion Planning automatically generates a unique name for each version
you create. You can modify that name after the version is created.
5. Click Assign Access to assign access rights to this version. For more
information about assigning access rights, see “Setting Access Rights for
Scenarios and Versions” on page 215.
Note: Assigning access rights to a version lets you control access to the data
values associated with the version.
6. Click OK.
Note: After modifying a version, you need to update and validate business rules,
reports, and Hyperion Application Link adapter processes.
Deleting a Version
You cannot delete a version that is currently assigned to an axis on a data entry
form. You must first remove the reference to the version from the data entry form
and then assign another version to an axis on the form.
➤ To delete a version:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Versions.
2. In the Versions window, select the version you want to delete.
3. Do one of the following:
Note: When you delete a standard bottom up version, all planning units
associated with the version (including their data) are deleted. 9
Note: After deleting a version, you need to update and validate business rules,
reports, and Hyperion Application Link adapter processes.
Viewing Versions
➤ To view a version:
1. From the navigation frame on the Desktop, double-click Hyperion Planning
> Manage Dimensions > Versions.
2. In the Show Versions area at the bottom of the Versions window, select the
version types you want to display.
● Select Standard Target to display versions whose values are entered
from the parent level down.
● Select Standard Bottom Up to display versions whose values are entered
at the lowest member level and aggregated up.
Copying Versions
You can copy versions using the Hyperion Planning Web client. You use the Copy
Versions page to copy data from one bottom-up or target version of a selected
scenario to another bottom-up or target version within the same scenario. You can
copy between bottom-up and target versions, but keep in mind the following:
● When you copy to a bottom-up version, only selected level zero entities are
copied.
● When you copy to a target version, all selected entities are copied.
For example, you can create a Best Case version and then copy some or all of the
data in that version to a Worst Case version to quickly create a starting point for
the new version.
➤ To copy a version:
1. Open an application in the Hyperion Planning Web client.
2. From the Hyperion Planning Home page, click Copy Versions.
3. In the Scenario drop-down list, select the scenario you want to copy.
4. In the Copy From drop-down list, select the version from which you want to
copy data.
5. In the Copy To drop-down list, select the version into which you want to copy
data.
6. Click Go.
Note: The entities for the selected version display in the Available Entities list.
7. In the Available Entities list, select the entities to which you want to copy
data.
Note: The Available Entities list displays only the entities to which you have write
access.
8. Click > to add the selected entity to the Selected Entities list or click >> to
add all of the entities in the Available Entities list. Click < to remove a
selected entity from the list, or click << to remove all entities from the list.
9. Repeat steps 7 and 8 until the Selected Entities list is complete.
10. Optional: To copy any comments or annotations that are associated with
accounts, select the Copy Account Annotations check box.
11. Optional: To copy any supporting details that are associated with versions,
select the Copy Supporting Details check box.
Note: Only annotations for selected entities are copied. If you are copying to a
bottom-up version, only level zero entities and their annotations are copied.
3. Click Edit, .
4. Click Assign Access.
5. Click New, .
6. Select a user or group for which you want to add access rights.
7. Select the type of access right you want to assign to the user or group for this
particular member.
● Read - permits read access to this particular member for the user or group
● Write - permits read and write access to this particular member for the
user or group
● None - prevents access to this particular member for the user or group
8. Click OK.
9. Click OK.
2. Select the member for which you want to modify access rights.
3. Click Edit, .
4. Click Assign Access.
5. Select a user or group for which you want to modify access rights.
6. Click Edit, .
7. Select the type of access right you want to assign to the user or group for this
particular member.
● Read - permits read access to this particular member for the user or group
● Write - permits read and write access to this particular member for the
user or group
● None - prevents access to this particular member for the user or group
8. Click OK.
9. Click OK.
7. You are prompted to confirm your intention to delete the access rights for the
user or group. Click Yes.
8. Click OK.
10
This section describes how to populate Hyperion Planning applications with
members and data from external systems.
Note: You cannot use Hyperion Application Link to export data values from Hyperion
Planning.
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Loading Members and Data
Element Function
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Loading Members and Data
Note: The Properties dialog box for the Hyperion Planning Adapter displays with
the Data Source tab selected. The Data Source tab shows the server and
application to which you are connected.
6. Select the General tab and enter the name for the adapter, or accept the
default.
7. Select the Methods tab.
8. From the Dimension drop-down list, select the dimension for which you want
to load members.
9. If the source from which you are importing is not sorted in parent/child order,
select Sort in Parent/Child Order.
10. Select the Errors tab.
11. Specify the locations for the errors and exceptions files or accept the defaults.
12. Click OK.
Note: The Hyperion Planning Adapter is now added to the flow diagram
workspace.
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Loading Members and Data
5. From the Database drop-down list, select a Hyperion Essbase database to use
in the adapter process.
Note: You cannot change the database once you select it.
6. Click OK.
The value in the HSP_Rates dimension should be HSP_InputValue for the actual
data entry. The second line for HSP_InputCurrency represents the code that is
assigned to the currency in the relational store to allow for currency overrides. The
code is numeric as Essbase cannot accept alpha characters in the data cells. Then
you can run a currency conversion calculation script to populate reporting
currency values in the database.
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You can control how the file is read by specifying information in the flat file
adapter Properties dialog box. For more detailed information about using the flat
file adapter, see the Hyperion Application Link Getting Started Guide.
2. Drag the Flat File Adapter icon from the Palette or the Adapter Libraries
window and drop it in the flow diagram workspace.
Note: The Properties dialog box for the Flat File Adapter displays with the File tab
selected.
3. Enter the name and path of the text file you want to load, or click the Browse
button to select a file.
4. Select the Methods tab.
5. Select the Reader method if it is not already selected.
6. Select the Format tab.
7. Select Fixed or Delimited as the File Type.
8. If you selected Delimited as the File Type, select a delimiter from the
Delimiters options.
9. Select the Fields tab.
10. If the first line of the file contains field headers, select the First Line for Field
Names option.
11. Click File Preview and select Grid View to make sure that the data source file
is correct.
12. Click OK.
Note: The Flat File Adapter is now added to the flow diagram workspace.
Connecting Ports
There are two ways to connect ports: quick connect and manual connect. When
you use quick connect, VBIS finds all ports with names that match and establishes
connections between them. You use the manual connect to connect ports that do
not have matching names. You can mix the connections methods.
Note: The mouse changes to a connect icon when it is in the correct position.
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Loading Members and Data
2. Drag the mouse to the quick connect circle of the adapter to which you want
to connect. Connection lines display between all ports with matching names.
Note: The mouse changes to a connect icon when it is in the correct position.
2. Drag the mouse to the appropriate port of the adapter to which you want to
connect. A connection line displays between the two ports.
Importing Data
You can load data values into the Hyperion Planning application from external
systems. For example, you may want to load data for actuals from the ERP system
so that you can calculate variances. Or, you may have an existing Hyperion
Essbase database (for example, operational analysis) from which you want to load
historical or current data into a Hyperion Planning application You use Hyperion
Essbase Application Manager or Hyperion Essbase Adapter to load files that have
been extracted from external systems.
Data load files must meet the following requirements:
● Each data point must be tagged with a member from each dimension.
● Data must be for bottom level members, unless you are loading into a target
version.
● Data must be scanned from the top of the file and from left to right.
● Each field in a record must be separated by spaces, tabs, new lines, or carriage
returns.
● A member name or alias must be enclosed in double quotes if it contains
blanks, numeric characters, dashes, or unary operators. It must also appear
exactly as it does in the outline.
● Members from the same dimension must be in the same column or row.
● Members from different dimensions can be together only on the page header.
They cannot be mixed in any other rows or columns.
Note: You should select the database that corresponds to the plan type in the
Hyperion Planning application into which you selected to load the data.
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If a dimension uses the same value for all rows, you can place it in the header as a
page dimension, as in the following example:
ACTUAL FINAL
EUROPE GROSS SALES JAN 2001 150
ASIA NET INCOME FEB 2001 150
EUROPE NET INCOME FEB 2001 110
ASIA GROSS SALES JAN 2001 200
11
This section describes how to create, modify, and manage data entry forms and the
folders in which they are stored.
Point of View
The members you select for the dimensions that are assigned to the point of view
determine the context for the pages, rows, and columns. For example, if the
Scenario dimension is set to Budget in the point of view, then all of the data entered
in the pages, row, and columns will go into the Budget scenario. The point of view
is always set to a single member for each point of view dimension. A user cannot
change the member that is selected for the point of view.
Page Axis
The page axis lets you set up combinations of members that may span dimensions
so users can work with data in smaller, logical views. Each item on the page axis
can have members selected from one dimension or from multiple dimensions.
Users see only members to which they have access.
You specify any number of page drop-down lists, and select members using
relationship functions or attributes. You can then switch among member sets to
work with by selecting them from the page axis.
2. From the Form Folders list on the left side of the Form Management page,
select the form folder under which you want to create a new form folder.
3. From the left side of the Form Management page, click Create.
4. In the text box, enter a name for the new form folder.
5. Click OK.
Note: You cannot delete a form folder that contains folders or forms.
3. From the left side of the Form Management page, click Delete.
4. When you are prompted to confirm your intention to delete the form folder,
click OK.
➤ To create a form:
1. From the Hyperion Planning Home page, click Manage Forms.
2. From the Form Folders list on the left side of the Form Management page,
select the form folder under which you want to store the new form.
3. From the right side of the Form Management page, click Create.
4. The Form Design Wizard displays and guides you through the process of
creating a form.
➤ To set up the dimensions and members for the column and row axis:
1. In the Column Dimensions area, use the Dimension drop-down list to select
the dimension to display first in the column axis.
● To add more dimensions to a column, click Add Dimension.
● To add more columns, click Add Column. For more information, see
“Adding Column Definitions” on page 240.
2. Select each dimension’s members by doing one of the following:
● In the Member text box, type the names.
● Click the magnifying glass icon under Select.
For more information about selecting members, see “Selecting Members” on
page 241. For more information about selecting different sets of members
across the same dimension for a column, see “Creating Asymmetric Rows and
Columns” on page 244.
3. Repeat the above steps to assign more dimensions to the column axis.
4. In the Properties area, you can make the following selections:
● Select or deselect the Member Name and Alias options to display the
member name, member alias, or both.
➤ To set or change the dimension members assigned to a row or to remove the row
definition:
1. On the Row/Column Layout tab, click Edit Rows.
2. On the Edit Row Definitions page, next to the row you want to change or
delete, click:
● Edit to further define the member selections for the row.
● Delete to delete the additional row definition (including its member
selection).
3. Click Return to Form Layout.
Selecting Members
On the Member Selection page, you select members for the current dimension.
You can select members directly, by attribute, or based on a relationship.
Note: To select all members, select the check box in front of the Members In list.
Click the plus or minus sign in the Member list to expand or collapse the member
list.
2. Move members to and from the Selected Members list in any of these ways:
● Use the right arrow to move the selected members to the right Selected
Members list.
● Use the left arrow to remove the selected members from the Selected
Members list.
● Use the double left arrows to remove all members from the Selected
Members list.
● When selecting members for the page, row, or column axis, you can use
the Relation drop-down list to select a range of members based on
database outline relationships.
The following table describes the existing relationships, and the members that are
included on the form for each relationship:
Members chosen using the Relation drop-down list are displayed in their
unexpanded state.
3. Click Submit.
The order of the members in the Selected Members list determines the order in
which they appear in the data entry form. You can change the order of members by
selecting a member and then clicking the up or down arrow in the Selected
Members title bar. You can use the scroll bar on the right to view long member lists
or the horizontal scroll bar at the bottom to easily see members that have long file
names or are deeply nested.
● For information on defining different sets of members for a dimension, see
“Creating Asymmetric Rows and Columns” on page 244.
● For information on selecting members that are attribute values, see “Selecting
Attribute Values as Members” on page 244.
● For information on creating forms that enable account annotations to display
on the data entry form, see “Setting a Form’s Display Options” on page 246.
5. In the POV Dimension area, select each dimension’s members by doing one
of the following:
● In the Member text box, type the names.
● Click the magnifying glass icon under Select.
For more information about selecting members, see “Selecting Members” on
page 241.
6. Select or deselect the Member Name and Alias options to display the member
name or member alias.
7. At this point you have entered enough information to save the form. Do one of
the following:
● Click Save to save the form and return to the Form Management page.
● Click Next to continue setting up the form.
● Click Previous to return to the previous tab.
Note: The Enable Account Annotations option displays if the form meets the
criteria listed above for enabling account level annotations.
Option Explanation
Option Explanation
Adding Fonts
By default, Hyperion Planning supports a number of built-in (type-1) fonts for
printing forms (for example, Helvetica, Times, Courier, and so on). Administrators
can add true type fonts to the Font drop-down list to enable printing in various
other languages such as Turkish and Russian. All Hyperion Planning applications
on the application server can access the added fonts.
Note: If this file does not exist, see “Creating the Properties File” on page 46 for
instructions on creating the properties file.
Note: You must use double backslashes in the path name (for example,
c:\\winnt\\fonts\comic.ttf) and separate font names with commas.
Note: By default, the Calculate Form and the Calculate Currencies business rules
are selected. The Calculate Form business rule is programatically created for each
form to calculate subtotals. The Calculate Currencies business rule is created for
forms that include multiple currencies in a row, column, or page, to enable
converting values among the available currencies.
4. To set the order of the selected business rules (which determines the order
users see the rules displayed and the order in which they are launched when
the data is saved), select a business rule in the Selected Business Rules list
and click the up or down arrow.
Note: The order in which business rules are launched is very important and may
affect the data. If you are launching both conversion and subtotal business rules, it
is important that the conversions be run first, before subtotaling.
The business rule Calculate Form is programmatically created for each form
to calculate subtotals. The Calculate Currencies business rule is created for
forms that include multiple currencies to enable the conversion of values
among the available currencies.
Note: The Run on Save option is not available for business rules that have
run-time prompts.
2. If a business rule has run-time prompts and you want the default member
selection on the run-time prompt window to match the current member
selection in the page and POV axes of the open form, select the Use Members
on Form check box.
Note: The Use Members on Form option is available only for business rules that
have run-time prompts. This option is most effective when used by run-time
prompts that use a dimension only once.
Tip: Create prompts that are specific and that let the user know what type of data is
expected.
Note: When launching a business rule with a run-time prompt, Hyperion Planning
validates the value entered, but it does not validate the business rule.
To learn how to set the default member selection in a run-time prompt, see “Setting
Properties of Business Rules” on page 251.
Note: The following steps apply to Microsoft Windows only, not to UNIX systems.
Previewing a Form
While you are designing or changing a data entry form, you can preview the form’s
structure: which dimensions are assigned to the POV (Point of View), columns,
rows, and page axes. Preview does not display data associated with the form.
● Users who can access the forms for view or data input. By default,
administrators have write access to all data entry forms. Interactive users and
planners have access to data entry forms based on access rights. Whether users
have access to the data in the form depends on whether they have access to its
members.
Note: Access rights are assigned to forms, not to form folders. You can assign
access to one form at a time.
Note: Access rights are assigned to forms, not to form folders. You can change
access to only one form at a time.
Note: Access rights are assigned to forms, not to form folders. You can remove
access to only one form at a time.
Modifying Forms
➤ To modify a form:
1. From the Hyperion Planning Home page, click Manage Forms.
2. From the Form Folders list on the left side of the Form Management page,
select the form folder where the form you want to modify is stored.
3. From the Forms list on the Form Management page, select the form you
want to modify.
4. From the right side of the Form Management page, click Edit.
Note: When you open a form, all business rules that are associated with the
form display and remain selected regardless of your access rights. You can
reposition or remove these business rules. When you select new business
rules to add to the form, you can select only those business rules to which you
have access.
Moving Forms
➤ To move a form:
1. From the Hyperion Planning Home page, click Manage Forms.
2. From the Form Folders list on the left side of the Form Management page,
select the form folder where the form you want to move is stored.
3. From the Forms list on the Form Management page, select the form you
want to move.
Note: You can move multiple forms at once if they are in the same form folder.
4. From the right side of the Form Management page, click Move.
5. From the drop-down list, select the destination form folder.
6. Click OK.
12 Process 12
This section describes the concept of a planning unit and its life cycle through the
review process.
Planning Units
Scenarios and versions are the basis of the planning review cycle. Entities submit
planning data for a particular scenario and version. The combination of scenario,
version, and entity is called a planning unit and is the basic unit for preparing,
reviewing, and approving plan data.
● The Version dimension has two members: Best Case, Worst Case
● The Entities dimension has three members: New York, California,
Connecticut
● The Scenario dimension has two members: Actual, Budget
The planning unit might consist of a version (Worst Case), an entity (New York),
and a scenario (Actual) as shaded in the example below:
You start, view, and promote planning units using Hyperion Planning Web’s Check
Status task. Hyperion Planning Web also maintains a history of the budget review
process and supports users’ annotations. For more information about Check
Status, see the Hyperion Planning Web help. 12
A planning unit is in one of six possible states:
● Not Started - the initial state of all planning units. Any budget administrator
can initiate the review process using the Start action.
● First Pass - The first state for planning units that have been selected to go
through the budgeting process. There is no owner of a planning unit during
First Pass. Any user with data access can enter data and promote the planning
unit during the First Pass state.
● Under Review - This state occurs when a Promote action is taken on a
planning unit and signifies that a planning unit is being reviewed by someone
in the organization. Only the current owner or the budget administrators can
modify data or perform an action on a planning unit that is in the Under
Review state.
● Signed Off - This state occurs when a Sign Off action is taken on a planning
unit. Only the current owner or the budget administrators can modify data or
perform an action on a planning unit that is in a Signed Off state. Ownership
does not change when a planning unit is signed off.
● Not Signed Off - This state occurs when a Reject action is taken on a planning
unit. Only the current owner or the budget administrators can modify data or
perform an action on a planning until it is in a Not Signed Off state.
● Approved - This state occurs when an Approve action is taken on a planning
unit. After a planning unit is approved, the budget administrator becomes the
owner of the planning unit. Only the budget administrators can modify data or
perform an action on a planning unit that is in the Approved state. With
multiple budget administrators, management of the planning cycle is
procedural, requiring coordination among the administrators. Once all the
planning units are approved, the budget cycle is complete.
Note: In all states except the Not Started state, all users with read access can view
data, view the process state, view the history, and read and enter new annotations.
Note: For budget administrators, the Entity list can be displayed as a tree or a flat
list. If you are in a tree view, you can expand the hierarchy until you see the entity
or entities you want to work with, or if you are in the flat list view, you can click a
column header to sort the list.
6. Optional: To remove planning units from the planning process or from being
tracked in the system, select the Exclude option next to the desired planning
unit.
Note: After an administrator excludes a planning unit, all annotations and history
associated with the planning unit are discarded. The planning unit’s status is
returned to Not Started and the owner is set to No Owner. However, the data values
are retained.
Tip: For more information on working with planning units, see the User’s help system.
Entity Hierarchy
The parent/child relationships between entities affect their movement through the
review process. The following rules apply:
● When you promote or reject a parent, its children are automatically promoted
or rejected, unless they are in the Approved state. The owner selected for the
parent becomes the owner of the children also.
Note: You cannot change the status of a parent if its children are owned by different
users. If the children of a parent are promoted to different users or signed off by different
users, the parent has no owner and its status can only be changed by the budget
administrators.
Note: Click Reset to revert to the selections that were set when you accessed the
Preferences page. Reset lets you undo your latest changes and start over again
from your previous selections.
7. Click Save.
8. Repeat the above steps for each application you want e-mail notification
enabled.
If the e-mail server name and e-mail address are valid, the application owner now
becomes the source of all e-mail notifications. If the e-mail server name and e-mail
address are not valid, no one else can enable e-mail notification.
13
You can customize five different aspects of the Hyperion Planning Web user
interface:
● Home Page Tools
● Style (font size, alignment, etc.)
● Text
● Images/Color
● Process Management
4. In the URL text box, enter the URL for the site or application to which you
want to link.
Examples:
http://ABCcompany/announcement.htm
http://www.hyperion.com
5. From the User Type drop-down list, select which user type you want to have
access to this link. Your choices are Administrator, Interactive, and Basic.
– Administrator users see all links
– Interactive users see interactive user and basic user links
– Basic users see basic user links
6. Click Save.
Note: Colors defined in the style sheets are not governed by the image and color
resources.
The default Hyperion Planning cascading style sheet is named HspStyle.css and
is located in the following location:
<WebAppServer>\<application directory>\HyperionPlanning
All Hyperion Planning Web pages include a reference to the HspCustom.css file
and any settings made here override those in HspStyle.css.
For example, the style that defines the look of the small action buttons used in
various places in Hyperion Planning is defined:
.SmallBtnIn { 13
background-color:#99CCCC;
border:solid thin;
border-width:1;
border-color:#969696;
}
Customizing Text
You can customize the text that appears in various locations throughout the
Hyperion Planning Web interface. All customizable text is stored in the
HspCustomMsgs_en.template file, which is located in the
<WebAppServer>\<application directory>\HyperionPlanning\custom
directory. The text in HspCustomMsgs_en.template is the English version of
the labels and messages used in Hyperion Planning. You can override the text
through two levels of customization.
The first level of customization is localization, in which the text resources of
HspCustomMsgs_en.template are overridden by the localized versions of the
text. These files are generated by a localization vendor, renamed according to the
localized language, and installed to the <WebAppServer>\<application
directory>\HyperionPlanning\Web-inf\lib directory. For example, the
French version of this file is named HspCustomMsgs_fr.properties and is
installed to the <WebAppServer>\<application
directory>\HyperionPlanning\Web-inf\lib directory.
The second level of customization is any custom modifications you make to text
resources.
Note: If you are using WebLogic on a UNIX machine, see “Customizing Hyperion
Planning When Using WebLogic and UNIX” on page 270.
You will need the native2ascii program, which is included with the Sun JDK.
Some application servers such as WebLogic install this program for you. If you
don’t have the native2ascii program, you may either install the JDK or copy
this program from a computer that has the JDK installed.
Restricted Characters
Certain characters can cause errors when used in custom messages. This also
depends on whether the text string is being generated by java or java script. Pop
up boxes and some buttons are usually generated by java script and text messages
are usually generated by java.
Avoid using the following characters in custom messages:
“/ ‘
● If you need to use /b within a text string, use //b instead.
● If you need to use ‘ within a text string, use //‘ instead.
Note: If you are using WebLogic on a UNIX machine, see “Customizing Hyperion
Planning When Using WebLogic and UNIX” on page 270.
Note: Image file names and the Images directory are case-sensitive on some
application servers and operating systems.
After making changes to the .properties files, stop and restart JRun Server in order
for changes to take affect.
● This returns various information, including the state_id, the name of the
process status state, several other pieces of information, and the color. By
default, the value of the color will be <NULL> which converts to black.
● Take note of the state_id of the process status state for which you want to
change the color and run the following query:
UPDATE HSP_PM_STATES SET COLOR = '<new color>' WHERE STATE_ID
= <state_id>
Example:
To change the First Pass process status state color to green, run the following SQL
statement:
UPDATE HSP_PM_STATES SET COLOR='GREEN' WHERE STATE_ID=1
Note: For an Oracle relational database you need to remember to issue a commit to
commit the transaction.
Example:
COMMIT;
● Not Started
● First Pass
● Approved
● Not Signed Off
● Under Review
● Signed Off
However, you can customize each process status state to display a different name
(e.g., you can use the name “Promoted” rather than the default “Approved”).
The process status state information is stored in the HSP_PM_STATES table in the
NAME column. You will need to run statements for your particular relational
database to change the state value in the database.
The following examples are for an SQL relational database.
● To get a list of all the available process status states and their current names,
run the following query:
select * from hsp_pm_states
● This returns various information, including the state_id, the name of the
process status state, several other pieces of information, and the color.
● Take note of the state_id of the process status state for which you want to
change the name and run the following query:
UPDATE HSP_PM_STATES SET NAME = '<new name>' WHERE STATE_ID =
<state_id>
Example:
To change the Approved process status state name to Promoted, run the following
SQL statement:
UPDATE HSP_PM_STATES SET NAME='PROMOTED' WHERE STATE_ID=1
Note: For an Oracle relational database you need to remember to issue a commit to
commit the transaction.
Example:
COMMIT;
● This returns various information, including the action_id, the name of the
process status action, and several other pieces of information.
● Take note of the state_id of the process status action for which you want to
change the name and run the following query:
UPDATE HSP_PM_ACTIONS SET NAME = '<new name>' WHERE ACTION_ID
= <action_id>
Example:
To change the Approve process status action name to Accept, run the following
SQL statement:
UPDATE HSP_PM_ACTIONS SET NAME='ACCEPT' WHERE ACTION_ID=1
Note: For an Oracle relational database you need to remember to issue a commit to
commit the transaction.
Example:
COMMIT;
14
This section describes how to resolve some common issues.
Scenario
When verifying your calc scripts, the following error message appears if the
scenarios, versions, or currencies in the calc script are dynamic calc members or if
all account members are dynamic: “The FIX statement cannot contain a dynamic
calc member.”
Solution
When selecting scenarios, versions, and currencies for creating a currency
conversion calc script on the Manage Database task, the selected scenarios,
versions, and currencies cannot be dynamic calc members. In addition, at least one
of the accounts must be set as Store.
Solution
It is recommended that the number of cross-product dimension combinations on
the Page be reduced as much as possible. By default, Java is allocated 128MB of
memory, but if your server has more memory available, you should increase the
amount that Java can use. As a general rule, if the server is dedicated to Hyperion
Planning, allocate 75% of the server’s RAM to Java; if the server is not dedicated,
allocate 25 to 50%of the RAM to Java. The minimum memory setting should be
128MB.
3. Select Update.
4. Close the JRun Management Console.
5. Restart the JRun Default Server to apply the change.
2. Enter the amount of RAM in the Initial java heap size and the Maximum java
heap size fields.
Note: You can set both values to 512 or 1024, depending on how much RAM your
system has. If your system has 1 GB of physical RAM, use 512MB as the java heap
size.
2. Locate the section for the %JAVA_HOME% variables and make the setting
changes shown below. This procedure is the same for both Hyperion Planning
and Hyperion Reports.
14
echo on
"%JAVA_HOME%\bin\java" -hotspot -ms128m -mx128m -classpath
%CLASSPATH% -Dweblogic.management.discover=false
-Dweblogic.Domain=Hyperion -Dweblogic.Name=HPServer
"-Dbea.home=%BEA_HOME%" -Dweblogic.management.password=
%WLS_PW% -Dweblogic.ProductionModeEnabled=%STARTMODE%
"-Djava.security.policy==
%WEBLOGIC_HOME%/lib/weblogic.policy" weblogic.Server
goto finish
Solution
Log on to the Hyperion Planning Web server. Below are two procedures to connect
to the JRun server. The first is for the default server, the second is for when the
server is an Oracle relational store.
➤ To connect to the JRun default server on an Oracle relational store, perform the
following:
1. Rerun hspsetupsupport.exe which by default, is found in the
<DRVIE>:\Program Files\Hyperion Solutions\Hyperion
Planning\Utils directory.
Solution
To resolve manage database errors you may need to redirect the operating system
environment variables. Ensure that the 8.3 character naming convention is applied
to the file system. If you are certain that the correct naming convention is applied,
see Setting Environment Variables.
➤ To confirm that the DCOM user's temp environment variables conform to an 8.3
naming convention, perform one of the following:
● To check the environment variables for Windows NT:
a. Close Hyperion Planning.
b. Close Hyperion Essbase.
c. On the Windows desktop, right-click My Computer.
d. Select Properties. 14
e. Select the Environment tab.
f. Change the settings for Temp and Tmp in the user variable to the 8.3
naming convention.
For example, C:\Temp
● To check the environment variables for Windows 2000:
a. Close Hyperion Planning.
b. Close Hyperion Essbase.
c. On the Windows desktop, right-click My Computer.
d. Select Properties.
e. Select the Advanced tab.
f. Select Environment Variables.
g. Change the settings for Temp and Tmp in the user variable to the 8.3
naming convention.
For example, C:\Temp
h. Open the Essbase Application Manager and open the outline.
i. Close the Essbase Application Manager and restart Hyperion Planning.
Note: The settings for Temp and Tmp in the user and system variables must be unique.
Do not set the user and system variables to the same directory.
Solution
When the Hyperion Reports server has stopped, you must apply the navigation
icon selections to Hyperion Planning.
8. Click OK.
9. Bring over the icon selections you want to see in your navigation frame, and
click OK.
java/rmi/Naming Error
Scenario
You receive the error: “java/rmi/Naming” when creating a new Hyperion Planning
Adapter.
Note: This scenario occurs only in versions of Hyperion Planning prior to version 2.2.
14
Solution
To resolve this issue, you must download and install the RMI patch from the
Microsoft support site or acquire it from your MSDN support representative at
your location.
Note: You may also have other directories such as sunw or com directory depending
on your setup of WinZip, but they are not required.
Solution
Locate the Hyperion Planning or flat file .prx file.
Solution
You can choose to display a warning when someone tries to open data entry forms
that are larger than a specified number of cells. When a user tries to open a form
that is beyond the specified size limit, Hyperion Planning displays a warning about
the time needed to open the form. The user can choose whether or not to open the
data entry form.
The default value of cells that trigger the warning is 1500. Administrators can
change the default value.
➤ To set the number of form cells that trigger a warning message upon opening:
1. On the Web, select Preferences.
2. Click the Data Display tab.
3. In the text box Warn If Form Larger Than __ Cells, type a value.
4. Optional: To apply this value to all users, select Apply To All.
Solution
There may be several causes of this issue. To resolve it, ensure that the following
conditions are met:
● Hyperion Essbase must be running.
● Advanced User Rights must be set up on the local machine.
● Administrator user must be set up in DCOM (run dcomcnfg.exe) for
HsxServer and HspDataSource.
● If the Hyperion Essbase supervisor username is the same as the Hyperion
Planning administrator username, then the passwords must be identical.
● If using local authentication, then the machine name must be different from
the username.
● For all versions later than Hyperion Planning 1.0, you must be running MDAC
2.5 or higher (with the exception of version 2.7, which is not compatible). To
confirm the version, check the properties on any .dll in C:\Program
Files\Common Files\System\Msadc. The newer version can be
downloaded from the Microsoft Web site.
Unsuccessful Login
Scenario
When logging on to Hyperion Planning Web client, you receive the error:
“Unsuccessful login. Please try again.”
Solution
Ensure that you are using a valid username and password. Otherwise proceed to
the following possible resolutions.
Solution
Note: If you do not know the name of the customer application and are using SQL
Server for your relational database management system (RDBMS), look at the list
of tables for the restored database. There is a table named
Hsp_<appname>_RoleAccess where appname is the name of the customer’s
application.
8. If your testing requires that users be brought over, you need to add users to
your Temporary Planning application (from your own domain). You can add
the same number as the customer or fewer. If you add fewer, the excess users
will be displayed in Planning as “Account Unknown”, but they will retain the
security set by the customer.
Note: If you do not know the total number of users in the customer application and
are using SQL Server for your RDBMS, look at the list of tables for the restored
database. Open the HSP_USERS table and count the number of non-admin users
(or count them all and subtract 1).
Solution
3. Stop and Start JRun default server or the Hyperion Planning server.
Solution
For information on how to unlock an application, see “Unlocking Applications” on
page 63.
Glossary
examples: accounts payable, accrued expenses, and long-term debt. Equity
examples: common stock, preferred stock, additional paid-in-capital, and retained
earnings.
active window. A window with a highlighted title bar or border distinguishing it
from other visible windows. A user can perform actions only within an active
window. Only one window can be active at any given time.
activity-level authorization. Defines user access to application components and
the types of activities they can perform on the application component.
Activity-level authorization controls whether a given user may perform a certain
action in an application and is independent of the data that will be operated on by
the action. Data access is controlled by data-level authorization.
adapter. The fundamental elements in a Hyperion Application Link adapter
process. Each adapter represents a set of specialized instructions.
add-in file. A small file you load within a larger software program that enhances
the functions and capabilities of the larger program. Hyperion Planning
Spreadsheet Add-in is an add-in file you load within Microsoft Excel.
aggregate function. An operation that summarizes or performs analysis on data.
Sum, calculation of an average, and identification of a maximum value are
examples of aggregate functions.
base currency. The currency in which daily business transactions are performed.
base entity. An entity at the bottom of the organization structure that does not
own other entities.
broadcast message. A simple text message sent by an administrator to a user
who is logged on to a Hyperion Planning application. The message displays
information to the user such as system availability, notification of application
refresh, or application backups.
budget administrator. A person responsible for setting up, configuring,
maintaining, and controlling an application. Has all application privileges and data
access rights.
business rules. Logical expressions or formulas that are created within an
application to produce a desired set of resulting values.
calculated data field. A calculated data field is a field that holds a data value
resulting from a formula or arithmetic calculation as opposed to being retrieved as
a stored data value from a database.
calculation script. A set of commands that define how a database is consolidated
or aggregated. A calculation script may also contain commands that specify
allocation and other calculation rules separate from the consolidation process.
calendar. User-defined time periods and their relationship to each other. Q1, Q2,
Q3, and Q4 comprise a calendar or fiscal year.
cell. A unit of data representing the intersection of dimensions in a
multidimensional database; the intersection of a row and a column in a worksheet.
child. A member that has a parent above it in the database outline.
column. A vertical display of information in a grid or table. A column can contain
data from a single field, derived data from a calculation, or textual information.
The terms column and field are sometimes used interchangeably. Contrast with
row.
cube. A block of data that contains three or more dimensions. Multidimensional
cubes are better suited for complex data analyses than for relational databases
because relational databases are limited to two dimensions. A Hyperion Essbase
database consists of miniature cubes that make up a larger cube, or hypercube.
currency. The monetary unit of measure associated with a balance or transaction.
dimension. A data category that is used to organize business data for retrieval and
preservation of values. Each dimension usually contains a hierarchy of related
members grouped within it. For example, a Year dimension often includes
members for each time period, such as quarters and months. Other common
business dimensions may be measures, natural accounts, products, and markets.
direct rate. A currency rate that you enter directly in the exchange rate table. The
direct rate is used for currency conversion. For example, assume you want to
convert balances from GBP to USD. In the exchange rate table, you enter a rate for
the period/scenario where the source currency is GBP and the destination currency
is USD.
drill down. The process of retrieving progressively detailed data relative to a
selected dimension by expanding a parent member to reveal its children. The
expansion can reveal hierarchical relationships, such as those between a parent
entity and its child entity, a parent account and a child account, and a summary
time period and a base time period. For example, drilling down can reveal the
hierarchical relationships between year and quarters or between quarter and
months.
entity. A dimension representing organizational units, which can be divisions,
subsidiaries, plants, regions, products, or any other financial reporting unit.
Essbase OLAP Server. A Hyperion server that locates and accesses
multidimensional data.
exchange rate. A numeric value used to convert one currency to another. For
example, to convert $1 into Euros, the exchange rate of 0.8936 is multiplied with
the dollar. The Euro equivalent of $1 is 0.8936.
exchange rate type. An identifier associated with an exchange rate. Different
rate types are used because there may be more than one rate for a period and year.
Users traditionally define a rate at period end for the average rate of the period and
also a rate for the end of the period. Additional rate types are historical rates,
budget rates, forecast rates, and so on. All of these exchange rate types apply to the
same point in time.
expense account. An account type that stores periodic and year-to-date values
that decrease net worth if the value is positive.
file delimiter. One or more characters, such as a comma (,), separating fields in a
data source.
frame. An area of the desktop where information is displayed to the user. There
are two main areas on the desktop: the navigation frame and the workspace frame.
log file. A system-maintained file that records transactional data resulting from
actions and commands. For example, an application log file records user actions
that are performed on that application; a client log file records client messages,
actions, and errors.
member. A discrete component within a dimension. For example, a time
dimension might include such members as Jan, Feb, and Qtr1.
metadata. The structure elements of an application that describe and hold data.
Examples of metadata are dimension names, member names, properties, exchange
rates, and security.
missing data (#MISSING). A marker indicating that data in the labeled location
does not exist, contains no meaningful value, or was never entered or loaded. For
example, missing data exists when an account contains data for a previous or a
future period but not for the current period.
multidimensional database (MDDB). A method of organizing, storing, and
referencing data through three or more dimensions. An individual value is the
intersection of a point for a set of dimensions.
navigation frame. The left side of the desktop where you access applications and
their related components. The tasks presented in the navigation frame are based
upon the user’s security rights.
page axis. Enables you to set up views (pages) of selected members, to organize
the data in a data entry form into smaller, logical groups. Each page on the page
axis can have members selected from one dimension or from multiple dimensions.
For example, you could set up one page to enter data for Radio promotions and
another page to enter data for Web promotions.
parent. A member that has an aggregated branch of children below it.
planner. Planners comprise the majority of users and can enable e-mail
notification for themselves, input, submit, and view data, user reports that have
been created by others, run data integration routines, execute business rules, and
use Hyperion Planning Spreadsheet Add-in.
planning unit. A slice of data at the intersection of a scenario, a version, and an
entity. It is the basic unit for preparing, reviewing, annotating, and approving plan
data.
POV (point of view). A feature that lets you work with members of dimensions
that are not assigned to a row, column, or page axis. For example, you could assign
the Currency dimension to the POV and select the Euro member. By selecting this
POV in a data entry form, all the data in the form is displayed in Euro values.
shared member. A member that shares storage space with another member of the
same name. The shared member has a property that designates it as shared. The
use of shared members prevents duplicate calculation of members that appear
more than once in an Essbase outline.
shortcut menu. A menu that is displayed when the user right-clicks a selection or
a toolbar. A shortcut menu lists commands pertaining only to that screen region or
selection.
sibling. A child member at the same generation as another child member and
having the same immediate parent. For example, the members Florida and New
York are both children of the member, East, and siblings of each other.
sparse dimension. A dimension unlikely to contain data for all combinations of
dimension members. For example, product and market dimensions are sparse if
not all products are sold in all markets. Contrast with dense dimension.
standard form. A spreadsheet-like grid whose format guides users in entering
the necessary budget and plan data.
supporting detail. Calculations and assumptions from which the values of cells
are derived. Supporting detail can include text, values, and operators that define
how data aggregates.
system administrator. A person responsible for installing and initially
configuring Hyperion Planning, including setting up security.
time dimension. A dimension that defines how often data is collected and
updated, such as fiscal or calendar periods.
triangulation currency. A currency through which exchange rates can be
derived. For example, if you set up the Euro/Dollar exchange rate and the
Euro/Yen rate, the Dollar/Yen rate can be derived by using Euro as the
triangulation currency.
variance. The difference between two values (for example, between a planned
and actual value).
version. A possible outcome used within the context of a scenario of data. For
example, Budget - Best Case and Budget - Worst Case where Budget is the
scenario and Best Case and Worst Case are the versions.
workspace frame. The area on the right of the desktop that displays the window
related to the task currently selected in the left navigation frame.
Index
assigning to scenario and version members, 216
setting up multiple, 108
assigning to users and groups, 123
advanced properties
available options, 123
defining for Account members, 180
data entry forms, 232
defining for Entity members, 170
defining for scenarios, 207
defining for user-defined custom dimension
deleting for members, 194
members, 191
deleting from scenario and version members, 217
aggregation options, 160
for business rules, 126
alias names, 129
importing, 117
alias tables
inheritance options, 124
adding, 130
modifying for members, 193
clearing, 131
modifying for scenario and version members, 216
copying, 130
setting for scenarios and versions, 215
deleting, 132
access statistics, 66
renaming, 131
Account dimension, 174
selecting in the Web Client, 132
Account members
setting for Entity members, 170
account types, 174
Analyzer
adding, 177
see Hyperion Analyzer, 27
annotating, 246
annotating accounts, 246
data type, 177
application
defining advanced properties for, 180
databases, implications of creating, 69
deleting, 183
populating with data overview, 35
modifying, 181
set up overview, 29
plan types, 174
application currency conversion calcscript
E G
e-mail announcements, 64 groups
e-mail notification, 263 adding, 119
enterprise resource planning (ERP), 220 deleting, 121
Entity dimension, 165 modifying, 120
Entity members overview of setting up, 119
adding, 168
alias table, 169, 172, 178, 182, 185 to 186,
188 to 189
H
and plan types, 167 HAL
base currency, 168 see Hyperion Application Link, 26
defining advanced properties, 170 HBR
deleting, 173 see Hyperion Business Rules, 26
modifying, 171 Hsp_Rates dimension, 150
error messages, 277 HspCustomMsgs_en.template file, 268
Essbase HspJSHome.properties file, 46, 66, 99
see Hyperion Essbase, 25 adding fonts to, 249
Essbase.sec file, 67 to 68 unable to find, 289
exchange rate tables HspSetupSupport utility, 66, 99, 289
defining for scenarios, 206 HsxSysAdmin file, 62, 105
deleting, 154 Hyperion Analyzer
modifying, 154 overview of, 27
Hyperion Application Link
W
Web, starting Hyperion Planning on, 49
WebSphere, setting Java memory, 278
weekly distribution patterns, 56
worksheet, setting up, 34
Y
years
adding to the calendar, 139
changing in the calendar, 140