Once Hyperion Planning is installed and configured properly, we should move to creating Planning application with following steps.
Application groups are the place holders for the applications which we create. Its intent within Shared Services is to organize registered applications and make Shared Services aware of applications for user/group provisioning. If an application is not registered with Shared Services, it cannot assign users or groups to it.
The created Applications might be Essbase application, Planning application or even HFM, which is in the suite of Oracle Enterprise performance management.
To simplify, application groups are like folders, we can have a folder named 'Planning' which is exclusively meant only for Planning applications i.e. a new application group with the name 'Planning'. So we can create a new folder, that is a new application group with the name 'Planning' and select Planning as the application group for each Planning Application.
Before creating application, we need to have application group – Planning in Shared services.
Login to Shared services using admin credentials, under Application groups, create New application group à Planning.
We require Oracle DB schema with appropriate privileges of DBA.
We have already got DB schema – “SBOX_PAWS_PLN2” created on DB QPAWS.
Ensure that all the services of Hyperion Planning are up and running.
We need to assign "Application creator" and "Dimension editor" roles for a user to create a Planning application.
In our case, we are going to use 'admin' as the user, who already has these provisions.
To cross verify whether the user 'admin' has the roles of 'Application Creator' and 'Dimension Editor'.
Login to shared services.
Native Directory à Users à Right click Admin à Provision
Expand Shared Services under Selected Roles. As we could see, the admin user is already an Administrator along with having the needed Dimension Editor and Application Creator roles assigned to him.
Before creating application, we require application shell to be present.
To create Hyperion Planning application, go to Planning wizard.
But in my current project, I am using default port i.e. 80 for Planning wizard. Thus I am accessing wizard using following URL
Once we login to Planning Wizard, we will be at following screen.
Click on Manage Data source
Click on create Data source à Enter following details.
Once the database and essbase connections are validated, click on Finish.
When we click on Create à It takes us to create application screen.
In the very first tab of Select, we need to provide the following information:
· Data Source: It's a drop down, where we need to select the Relational data source. In our case, we had already created a data source by name 'TEST_PAWS’, which we should be able see. As it's the only data source we had created so far, we see only one and it is selected by default.
· Application: Here, we can use our own creativity to name our first Planning application. We'll stick to name as PAWS.
· Application Description: As it's understood, it's the description of the Planning Application. We can use any description we wish.
· Shared Services Project: We know by now that Shared Services is used for user management and we will use the Application Group 'Planning' created as a part of pre requisite earlier.
· Instance: Leave this set to the default. We have not created any instance. The default Planning instance is created as a part of Planning Configuration using EPM Configuration after installation.
· Calculation Module: In a Planning application, we need to incorporate the logic for allocation computation, revenue calculation, expense calculation, balance sheet computation, and so on. We employ either calculation manager or business rules for that. These are simple calculation scripts that we write to take care of the business logic. Calculation manager is a new addition to EPM architecture. Let's stick to the old one, business rules.
Select data source we have just created – PAWS
Enter application name à PAWS
Select shared services project à Planning
Application Type à General
Calculation Mode à Business Rules
Next à Enter Calendar details
The Calendar tab is responsible for two standard dimensions;
Year dimension would have the Fiscal Years and Period dimension would have the base time periods. Examples of period are quarters, months, and even days.
· 12 months: This is the most commonly used period. Selecting this option creates both quarters and months (12) in the Period dimension. As planning and budgeting activity of a typical organization would involve both quarters and months. This is the most prevalently used.
· Quarters: By selecting this option, our Period dimension will have only quarters: such as Quarter1, Quarter 2, and so on, without month members.
· Custom: To cater to more varied requirements, we can customize the periods further by selecting Weeks or Daily. Hence 'Custom' gives us the freedom to select either Weeks or Daily.
When you select 'Custom', you need to select two options as per the requirement
°°Prefix: We need to either type 'Week' or 'Day' here.
°°Periods per year: How many weeks or days can be determined by what number is given here. This field determines how many custom members need to be created for a single calendar year. For example if we are creating weekly base time periods, the periods per year will be set equal to 52 as there are approximately 52 weeks in an year.
These two are not editable unless we select the Custom option.
On the right-hand side of the following image, we have to enter information for starting fiscal year, month, and also the total number of years. This information will determine our Year dimension.
Weekly distribution – distribution of weeks among 3 months in a quarter.
E.g. 5-4-4 weekly distribution = the first month of a quarter has five weeks, the second month has four weeks as does the third month. The same pattern of five weeks for the first month, and four weeks for second and third months would repeat for the rest of the quarters too.
The total number of years is also important, which directly reflects how many years of plan the organization would prefer or number of years whose data the Planning Application will hold.
Total number of years can be changed by adding more years even after application creation. It should be noted that Start Year can never be changed after application creation.
Select Next to see Currencies tab:
In this section, we are going to set the default currency and we will decide if the Planning Application is going to support multiple currencies and select the options appropriately.
The settings of default currency and 'Support multiple currencies' cannot be revoked after application creation. We need to think carefully before making a selection.
A plan type is a kind of a Planning model; technically, it's an Essbase cube.
Each Hyperion Application creates a corresponding Essbase Application. For each of the selected plan types an Essbase database is created. The names of the Essbase Application and databases are the same as those of Hyperion Planning Application and plan types.
When we create a Planning Application, we select and name the plan types to be created as part of the application.
We can have as many as three plan types in an application in addition to the plan types required for the separately licensed Planning modules.
Once the application is created successfully, logoff from planning wizard.