Oracle Hyperion Planning

Administrator's Guide

Release 11.1.2.1

Updated: June 2014

Planning Administrator's Guide, 11.1.2.1

Copyright 2001, 2014, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Contents

Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Chapter 1. Using Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

About Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Planning Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

EPM Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Lifecycle Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

User Licensing for Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Planning Usage Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Setting Up Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Building Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Launching Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Starting the Budget Review Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Post-Planning Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 2. Getting Started with Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Starting Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Considerations for Working with Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Understanding Implied Sharing in Planning Data Forms . . . . . . . . . . . . . . . . . . . . . . . . . 35

Connecting to Multiple Instances of Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Starting the Relational Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Optimizing SQL Relational Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Setting Planning Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Contents iii

Changing the JDBC Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Configuring JDBC Connection Pooling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Configuring Data Synchronization on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Setting Offline Compression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Controlling Smart View Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Setting Background Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Setting Data Validation Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Setting the Maximum Length for Text Values and Comments in Cells . . . . . . . . . . . . 43

Logging On to EPM Workspace and Accessing Planning . . . . . . . . . . . . . . . . . . . . . . . . . 44

Working with Planning Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Suppressing Password Prompts in Planning Utilities . . . . . . . . . . . . . . . . . . . . . . . . . 46

About Text Files for Planning Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Running Planning Utilities on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

About EPM Oracle Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Using Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

About Updating Instances and Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Closing Planning and Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Chapter 3. Setting Up Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Levels of Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Planning Elements That Can Be Assigned Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Types of Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .