tag:blogger.com,1999:blog-29000394448970156852024-03-13T12:00:41.663-07:00It is all about Hyperion...Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.comBlogger33125tag:blogger.com,1999:blog-2900039444897015685.post-60658630049031998272017-03-11T00:13:00.003-08:002017-03-11T00:45:23.739-08:00EPM 11.1.2.x – Planning/PBCS Best Practices for BSO Business Rule Optimisation<b style="background-color: white; color: #555555; font-family: arial, helvetica, sans-serif; font-size: small;"><span lang="EN-GB" style="font-size: 12pt;"><span style="font-size: 13.3333px; font-weight: normal; text-align: justify;">Recently I found a very good article about Hyperion Planning business rules' best practices, and share as below, </span></span></b><span style="color: #555555; font-family: "arial" , "helvetica" , sans-serif;"><span style="font-size: 13.3333px;"><a href="https://blogs.oracle.com/pa/entry/epm_11_1_2_x3">https://blogs.oracle.com/pa/entry/epm_11_1_2_x3</a></span></span><br />
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<b style="background-color: white; color: #555555; font-family: arial, helvetica, sans-serif; font-size: small;"><span lang="EN-GB" style="font-size: 12pt;">1.</span></b><span lang="EN-GB" style="background-color: white; color: #555555; font-family: "arial" , "helvetica" , sans-serif; font-size: 7pt;"> </span><b style="background-color: white; color: #555555; font-family: arial, helvetica, sans-serif; font-size: small;"><span lang="EN-GB" style="font-size: 12pt;">Introduction</span></b><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">This document is intended to provide best practices for Business Rule Optimisation for Planning and PBCS models.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">It will cover items which can be edited within the script only i.e. syntax. Essbase.cfg settings for on premises Planning will not be discussed in this blog.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">2.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Environment Setting</span></b><span style="font-size: 12pt;"><o:p></o:p></span></span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Below are recommended Calculation Commands, which are the elements that instruct the business rule how to execute the calculations.</span></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 10pt;">SET UPDATECALC OFF</span></b><span lang="EN-GB" style="font-size: 10pt;"> turns off intelligent calculation, which is best practice for business rules which use cross dimensional operators and where there may be multiple users accessing the same data block combinations. Using <b>SET UPDATECALC OFF</b> is considered best practice for Planning/PBCS applications where multiple users write to the database. If intelligent calculation is used, ensure it is producing expected results.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 10pt;">SET AGGMISSG OFF</span></b><span lang="EN-GB" style="font-size: 10pt;"> should be set for Planning/PBCS designs where versions are Standard Target or where non leaf data regions are used and cannot be excluded during your calculation. If the Planning/PBCS design has versions setup as Standard Bottom Up, then data is loaded at level0, where <b>SET AGGMISSG ON </b>will benefit.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 10pt;">SET NOTICE </span></b><span lang="EN-GB" style="font-size: 10pt;">and <b>SET MSG SUMMARY </b>should only be used in development environment for individual calculation analysis. These calc commands should be removed once in production and/or after analysis is completed.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 10pt;">SET EMPTYMEMBERSETS ON</span></b><span lang="EN-GB" style="font-size: 10pt;"> should be used when Run Time Prompts (RTP) are included in FIX statements for Planning/PBCS models so that empty sets are not calculated. Prevents a calculation from running on all members when the set is empty.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">3.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Optimisation/Performance</span></b></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use templates in Calc Manager business rules to avoid repeating sections of code and make best use of RTP.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Review dependencies on dynamic calc members within each calculation. If possible, change the calculation to avoid including repeated use of dynamic calc or remove the dynamic calc.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use FIX and IF to focus your calculation to ensure only data required is calculated.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Avoid the creation of a 0 (zero) data result (unless you want to see a zero e.g inventory levels). This will create a block which will be included in all FIX/IF statements and will be calculated. Remove zeros on data load, if possible, or prevent their creation in business rules.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Many rules have a check to see if, for example: IF ((“Budget”==#missing) OR (“Budget” ==0)). IF (“Budget”+1==1) or IF (Budget/Budget ==#missing) will give the same check but avoids the use of Boolean logic within the IF statement.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Where possible, perform dense calculations, which do not create blocks, before sparse calculations, which do create blocks. If you need to perform aggregations (e.g to get a total for an allocation calculation), ensure that you only aggregate the section of the data that is required for that allocation calculation.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Minimise the passes on a database where possible.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Avoid recursive formulas. Excessive recursion can create environment performance issues as well as adding a requirement to clear values to produce consistent results.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">4.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">FIX Statements</span></b></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">FIX statements are used to focus the business rule i.e. to keep the # blocks being calculated to be as low as possible i.e. only calculate blocks that are needed.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">FIX is recommended for sparse dimensions because, when used on sparse, it reduces the # blocks that are required for the calc.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Ensure calculations are done on level 0 of all dimensions when versions are bottomup in Planning/PBCS models.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use outer FIX statements on sparse dimensions with inner IF statements on dense dimensions where possible.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">All FIX statements should include members from ALL dimensions, except dimensions that are within the calculation. If a dimension is excluded, all members from that dimension will be included and it is likely that this is not required.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Nest FIX statements where possible to reduce the number of passes on the database. Each full FIX requires a pass on the database. For example, use an outer FIX for Version, Scenario, and/or any other dimension selections that are static throughout the business rule.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">For Planning/PBCS business rules associated with web forms, leverage the selected page and POV members in FIX statements to reduce the number of blocks calculated.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">5.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">IF Statements</span></b></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">IF can be used in member formula. FIX cannot.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">IF should be used within FIX statements to reduce the #blocks that need to be accessed. IF brings all blocks within the FIX into memory.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use outer FIX statements on sparse dimensions with inner IF statements on dense dimensions where possible.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use ELSE instead of a combination of NOT and ELSEIF where possible to avoid unnecessary analysis of member values during the calculation. However, if an ELSE is not required, it is not necessary.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Order IF statements, if possible, where the most number of cases hit the first IF in the block. Use NOT within the IF to ensure this, if applicable. See blog <a href="https://blogs.oracle.com/pa/entry/essbase_11_1_2_optimisation" style="color: black; font-size: 13.3333px;"><span style="color: blue;">https://blogs.oracle.com/pa/entry/essbase_11_1_2_optimisation</span></a> for more information on using NOT in IF statements.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Review the Calc Member Block choice. A sparse member without dynamic calc dependencies would be a better choice.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">6.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Only Calculate Blocks Required</span></b></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">For Planning/PBCS models, use RTP to ensure that only the data required is included in the business rule.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Only aggregate/calculate data that is required at each stage of the calculation to ensure you keep the number of blocks included in the calculation as low as possible for as long as possible.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">7.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Level of Calculations</span></b></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">For Planning/PBCS models, ensure calculations are done on level 0 of all dimensions when versions are bottomup.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">For Planning/PBCS models, aggregations should only be included in the BSO Plan Type if required for the approval process. Other aggregations should be moved to the ASO Plan Type.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Try and keep the number of blocks included in your calculations to be as low as possible, for as long as possible.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
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<b style="font-family: arial, helvetica, sans-serif; font-size: small; text-indent: -37.7953px;"><span lang="EN-GB" style="font-size: 12pt;">8.</span></b><span lang="EN-GB" style="font-family: "arial" , "helvetica" , sans-serif; font-size: 7pt; text-indent: -37.7953px;"> </span><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">Syntax</span></b></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Always use @LEVMBRS rather than @RELATIVE if used on the entire dimension.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use @CHILDREN instead of @RELATIVE, if applicable.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use @REMOVE and @LEVMBRS if you only want to exclude some members from a FIX.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">9.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Block vs Cell Mode</span></b></span></div>
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Using block mode, where cells are grouped within the block and simultaneously calculated, is generally faster but data dependencies must be carefully considered e.g. SalesYTD = CurMth + PriorMth would have to be calculated in cell mode so that each month is calculated in the order of the outline.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Using cell mode, each cell is calculated sequentially in the order of the dense dimensions in the outline, is generally slower than block mode.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use @CALCMODE to manually control block vs. cell mode.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use debug mode application logs to verify calc mode. If a calculation is performed in block mode, no message will appear. A log message will be shown where calculations are performed in cell mode.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
</ul>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">10.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">BottomUp vs TopDown</span></b></span></div>
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<ul style="margin: 10px 0px 10px 17px; padding: 0px;" type="disc">
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Add calculation function @CALCMODE(BOTTOMUP); or calculation command SET FRMLBOTTOMUP to calculate existing blocks only (BOTTOMUP) instead of potential blocks (TOPDOWN).</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">TOPDOWN calculations will calculate all potential data blocks with the member. For this reason, it is important that any irrelevant members within sparse dimensions are removed.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Thoroughly test calculations using BOTTOMUP to ensure that blocks are created correctly when using @CALCMODE.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Ensure testing is completed with clearing data and re-running the calculation to ensure all blocks are created correctly, especially when using BOTTOMUP.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use debug mode application logs to verify calcmode. If a calculation is performed BOTTOMUP, no message will appear. A log message will be shown where calculations are performed TOPDOWN.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
</ul>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">11.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Create Blocks</span></b></span></div>
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<ul style="margin: 10px 0px 10px 17px; padding: 0px;" type="disc">
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Blocks, generally, will be created on the following actions:</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<ul style="margin: 10px 0px 10px 17px; padding: 0px;" type="circle">
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Data load</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">DATACOPY</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Sparse calculations e.g. AGG or SparseMember = X * X/X;</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span style="font-size: 10pt;">A</span><span lang="EN-GB" style="font-size: 10pt;"> sparse calculation is triggered:</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<ul style="margin: 10px 0px 10px 17px; padding: 0px;" type="square">
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Where sparse members are on the left of the =</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Where the formula is within a sparse calc member block e.g. “Budget”(“Sales” = “Sales”->”Actual” * 0.95;) where Scenario is sparse and Measures are dense.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
</ul>
</ul>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Creating blocks can be carried out using the calculation commands <b>SET CREATEBLOCKONEQ, SET CREATENONMISSINGBLK </b>or the calculation function <b>@CREATEBLOCK</b>. It is recommended that if these settings are required that they are used very sparingly and within a tight FIX statement. Test to see if it is possible to avoid the use of these statements by changing the type of calculation being performed.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Block creation is a design related topic. Where there is an issue, it is important to prove that this is a block creation issue before using these calculation commands or calculation function. Submit a 0 into the target block and re-run the calc to prove a block creation issue.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
</ul>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">12.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Aggregations</span></b></span></div>
<div align="justify" style="background-color: white; color: #555555; font-family: Arial, Verdana, sans-serif; font-size: 12px;">
<ul style="margin: 10px 0px 10px 17px; padding: 0px;" type="disc">
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">A sparse dimension aggregation should be ordered starting with the dimension that creates the fewest blocks to the one that creates the most blocks in order to keep the number of blocks as low as possible for as long as possible.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">In Planning/PBCS models, end user business rules should not aggregate entire sparse dimensions</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">In Planning/PBCS models, any aggregations required for reporting only should be moved to the ASO Plan Type.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">n Planning/PBCS models, only aggregate data that is required for the Planning approval process.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">AGG vs CALC DIM Calculation Commands</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<ul style="margin: 10px 0px 10px 17px; padding: 0px;" type="circle">
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">CALC DIM will execute any member formula</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">CALC DIM will aggregate dense or sparse dimensions.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">AGG performs aggregations based on outline structure.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">AGG does NOT execute member formula.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">AGG will only aggregate sparse dimensions.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Test both AGG and CALC DIM as performance can differ depending on levels of aggregation involved in the calculation.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
</ul>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Exclude dimensions with dynamic calc on upper levels from all aggregations.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Only aggregate data that is required.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
</ul>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">13.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">SET CALCPARALLEL / FIXPARALLEL Calculation Commands</span></b></span></div>
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<ul style="margin: 10px 0px 10px 17px; padding: 0px;" type="disc">
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">For Planning/PBCS models i.e. multi-user applications with potential for rules running concurrently, it is best practice for end user business rules to be run in serial mode.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Only use SET CALCPARALLEL around full sparse dimension aggregations in batch calculations.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Parallel calculation is not recommended on small scripts (for example, less than 10 or 20 seconds) as the overhead of creating parallelism may outweigh the benefit.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">When used, always test SET CALCPARALLEL to ensure that it does give a benefit. Sometimes serial calculation or calculations with lower levels of parallelism can give better results.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Test to determine if FIXPARALLEL would provide better results than SET CALCPARALLEL? Use Calc Manager debug mode to view logs to review.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Always consider user concurrency when using SET CALCPARALLEL or FIXPARALLEL.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">For more information on FIXPARALLEL, please refer to the documentation: <a href="http://docs.oracle.com/cd/E66975_01/doc.1221/essbase_tech_ref/fixparallel.html">http://docs.oracle.com/cd/ E66975_01/doc.1221/essbase_tech_ref/fixparallel.html</a></span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
</ul>
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<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><b><span lang="EN-GB" style="font-size: 12pt;">14.</span></b><span lang="EN-GB" style="font-size: 7pt;"> </span><b><span lang="EN-GB" style="font-size: 12pt;">Debug Methodology for Developing Business Rules</span></b></span></div>
<div align="justify" style="background-color: white; color: #555555; font-family: Arial, Verdana, sans-serif; font-size: 12px;">
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<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Always create a unit test i.e. a small subset of data where you know the source data and the expected results and can easily follow the calculation through manually for this set of data.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Always use Calc Manager debug mode, or application logs, to view calculation entries to help with any debug during development.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Ensure all data that is required is present (e.g. if a total is required for allocations) and has been pre-calculated prior to the calculation taking place.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">If the script is long, start debug at the top of the script and work down. An issue further up a script may be creating an issue further down. Debug section by section to ensure that all data is created correctly. Check that later sections of script do not overwrite earlier sections etc.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Use debug mode (or application log) to ensure that each section of script is calculated sequentially where required.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Always clear data and reload (i.e. do not use a clear script) when testing any business rule in order to ensure that all blocks are created successfully. </span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Always test re-running a script to ensure that the syntax creates correct results for input data and/or populated data.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Always test all data results with more than one data set.</span><span style="font-size: 12pt;"><o:p></o:p></span></span></li>
<li class="MsoNormal" style="margin-left: 15px;"><span style="font-family: "arial" , "helvetica" , sans-serif; font-size: x-small;"><span lang="EN-GB" style="font-size: 10pt;">Where user input may change data sets e.g. allocations, also test data changing from #missing to a value and from a value to #missing, to ensure that previous calculated results are removed (if required) in second and subsequent runse.g. if a user inputs against Product A,B, C in their first calculation run and then Product B, C, D (and not A) in their second, is the allocation result for Product A correctly removed in the second run.</span></span></li>
</ul>
</div>
Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-82373415439754657402015-07-16T22:26:00.002-07:002015-07-16T22:35:30.932-07:00FDMEE - Import MappingsBecause FDM Classic will no longer be available in version 11.1.2.4, more and more clients would prefer to implement FDMEE even they are using version 11.1.2.3. Although FDMEE is very similar with FDM Classic in concept, they still have some small differences. For example, FDMEE is an entire web-based application, it doesn't need the FDM client like Workbench. Today, I will explain some minor differences in the mapping tables import step.<br />
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FDMEE is integrated into EPM workspace platform already, but it is called "Data Management" in this version (11.1.2.3.500). We can locate to Data Load Mapping in the Workflow tab, and you can find all the existing Account mappings here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEitGmGtFQm5Vfkw8_oQbs2rwugwD_nBNNNFJyVQpNwiifhnmbGDzWgxSgPcA8YKjL7Ddc-PfgUlyCKs04W10lC-TcVfO0VRA37SYaJ5QB8BQiEVSdCQeZkoByntQXl-3U1rAwowuJ7ZYdI/s1600/Snap1.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEitGmGtFQm5Vfkw8_oQbs2rwugwD_nBNNNFJyVQpNwiifhnmbGDzWgxSgPcA8YKjL7Ddc-PfgUlyCKs04W10lC-TcVfO0VRA37SYaJ5QB8BQiEVSdCQeZkoByntQXl-3U1rAwowuJ7ZYdI/s640/Snap1.jpg" width="640" /></a><br />
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In the Import drop down box, you can find the mapping table import Excel template can be downloaded here. Click "Download Excel Template" to download it.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh_8w6jkswL4O-JeEc3xZDYxc8N5czx4OateJyTJfSSSNDB5drULS0D8ogiqE_mcOb077WYdl2J6bHo2t-YweTCzbtM7Orfx-7JouAERV6K0xXVBgTTBzcK2reidmWIcxGsmAir54OAeVE/s1600/Snap2.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh_8w6jkswL4O-JeEc3xZDYxc8N5czx4OateJyTJfSSSNDB5drULS0D8ogiqE_mcOb077WYdl2J6bHo2t-YweTCzbtM7Orfx-7JouAERV6K0xXVBgTTBzcK2reidmWIcxGsmAir54OAeVE/s1600/Snap2.jpg" /></a><br />
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After the download, you can open the file as below. Actually, it is quite similar with the MapLoader in our FDM Classic version.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilIZDEnIODAv4seBmMfiHJGaobuEGLmgm6_rYkpIpEubFiL1CgfwKntdyMZ5JBq02EZDfD_qKHQ26ceO8Q65LZr4DzJu9pzsHCh6CpbflgYxQctg-11ygalJenELsPl3r_-BxSVgwUo0s/s1600/Snap3.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="344" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilIZDEnIODAv4seBmMfiHJGaobuEGLmgm6_rYkpIpEubFiL1CgfwKntdyMZ5JBq02EZDfD_qKHQ26ceO8Q65LZr4DzJu9pzsHCh6CpbflgYxQctg-11ygalJenELsPl3r_-BxSVgwUo0s/s640/Snap3.jpg" width="640" /></a><br />
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You can find there are two rows hidden in the MapLoader file, which stands for the table name and field names of RDBS table. Same as before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjFGBelPmcARVnK3noZ1E-_BJsl9GzxJmDRqK1vht3bVA330wwFltITeNAi4JUx3fNxUxOagcRneRlaA09DvYAa1FlgMx-rnjjHtDjfZ5nUv24GBcTz7xzM-i1xi51oD8m2cWWNLqoo7N4/s1600/Snap4.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="126" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjFGBelPmcARVnK3noZ1E-_BJsl9GzxJmDRqK1vht3bVA330wwFltITeNAi4JUx3fNxUxOagcRneRlaA09DvYAa1FlgMx-rnjjHtDjfZ5nUv24GBcTz7xzM-i1xi51oD8m2cWWNLqoo7N4/s640/Snap4.jpg" width="640" /></a><br />
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And also you can find the "upsMap" in the Name box, it will cover the range for the import.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRaKCTbtyruqKzN97_H1D62RH5jlWG_-25mDKuQckdr-Jq8LwBcbvVnnOXPduR4LtR93WVFdahyVX4KlacBjgY200hD6XpUttpeeAoTwvcrHDN6FUsHggs049kNfzHZmE_JJpSFQj7leo/s1600/Snap5.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRaKCTbtyruqKzN97_H1D62RH5jlWG_-25mDKuQckdr-Jq8LwBcbvVnnOXPduR4LtR93WVFdahyVX4KlacBjgY200hD6XpUttpeeAoTwvcrHDN6FUsHggs049kNfzHZmE_JJpSFQj7leo/s1600/Snap5.jpg" /></a><br />
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But you can find there is one more row (Row 6) is covered in the upsMap range like a header definition, which is not covered in the FDM Classic version. It is very important for FDMEE mapping table import, we must follow this rule to insert the header row before the table name's row (Row 7, tDataMap) in the upsMap name definition, even it is a blank one.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9luNfvQQMa-AL-Tce-jShjcBxxXoyfXt4Dcv1DiCdjJTePRbRG5ch6nx_FKcGnO6s8MwUrGfAC8aIxXHPuAcxpqtshxq5zue0jVOkuN2HpfVUAmPt86nyIVgtZvfLDnk_qFRl6X08NnM/s1600/Snap6.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="136" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9luNfvQQMa-AL-Tce-jShjcBxxXoyfXt4Dcv1DiCdjJTePRbRG5ch6nx_FKcGnO6s8MwUrGfAC8aIxXHPuAcxpqtshxq5zue0jVOkuN2HpfVUAmPt86nyIVgtZvfLDnk_qFRl6X08NnM/s640/Snap6.jpg" width="640" /></a><br />
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As I said in another blog post, if you don't like to use the MapLoader, you can simplify it to your own custom import Excels, just follow the rules above. For example, you can custom the Excel to this.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZP3rp3xuGXHgLbMZ6aQSsVBMadRWgf7q5e9yTWc24iWvYx4jvQSA6ywB_k9BK8KGTN5OVPYXt84_2yT6nvFicOIsSeRiPi9YSCHFYvK85L0heB1zEFoqU66oibmPTerepxRK_siOOJAU/s1600/Snap7.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="192" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZP3rp3xuGXHgLbMZ6aQSsVBMadRWgf7q5e9yTWc24iWvYx4jvQSA6ywB_k9BK8KGTN5OVPYXt84_2yT6nvFicOIsSeRiPi9YSCHFYvK85L0heB1zEFoqU66oibmPTerepxRK_siOOJAU/s640/Snap7.jpg" width="640" /></a><br />
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Remember to define the upsMap Name to cover all the related information. (Header, RDBS table information, and mapping table records.)<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwAhqZsAVWwm3bjIW1jruVegXaylh1JjYqwEXS9eiJIE8aBa-mrTCcjVjQaE3z0iONu8DElNGmVES2bueaTMc8c0dU8ODeE9BtcS62WVyvalRdfRJ_tvrfNGXMwVN7xMUayxplYwzJ4Ck/s1600/Snap8.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="122" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwAhqZsAVWwm3bjIW1jruVegXaylh1JjYqwEXS9eiJIE8aBa-mrTCcjVjQaE3z0iONu8DElNGmVES2bueaTMc8c0dU8ODeE9BtcS62WVyvalRdfRJ_tvrfNGXMwVN7xMUayxplYwzJ4Ck/s640/Snap8.jpg" width="640" /></a><br />
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The first column PartitionKey is a unique key for each location, you can find it in the Location Setup page.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimeIMMLXnfPfKwcBsmtT1IH7o65XJEGL3jvbdly2zxNpDpMUywKNYSY7d9pmbjupsNluXbZtc8PNsksvtU4GB26ZA9awRA8EUt2vRYT4jfiaUgZTW1qoCXG4K1qk7cJBG4woizvWVnA00/s1600/Snap12.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="310" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimeIMMLXnfPfKwcBsmtT1IH7o65XJEGL3jvbdly2zxNpDpMUywKNYSY7d9pmbjupsNluXbZtc8PNsksvtU4GB26ZA9awRA8EUt2vRYT4jfiaUgZTW1qoCXG4K1qk7cJBG4woizvWVnA00/s640/Snap12.jpg" width="640" /></a><br />
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You can hide the RDBS table information rows, and then save the file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEicuV1aqFl1MiPZO012Nypw0MFIb4e8Q0RcCIGXrMjZuoYdHn3wsCd4vjK1SCC4hV-a6sdSHvTCtT4xSEj4UnXuLhhXQOXHBh9yHGWByB0n6mQ86MM4pRZJL934t2ERbgq9ho6QfmoFR-Y/s1600/Snap9.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="85" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEicuV1aqFl1MiPZO012Nypw0MFIb4e8Q0RcCIGXrMjZuoYdHn3wsCd4vjK1SCC4hV-a6sdSHvTCtT4xSEj4UnXuLhhXQOXHBh9yHGWByB0n6mQ86MM4pRZJL934t2ERbgq9ho6QfmoFR-Y/s640/Snap9.jpg" width="640" /></a><br />
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The other difference between FDMEE and FDM Classic is that you can't load your local PC's file to maintain the mapping tables directly in FDMEE. Every time you change the mapping table import Excel, you need to upload it to the FDMEE target application's root folder in your FDMEE server first, and then you can import it to update the mapping tables.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtc00dHpo6cifG3hd-NefP06oz1kctI_RGgTiYuXwh1AfvXClDTtGEWsTl7uL6X9TDqaEymr5AbGw7xEkWZxFByyxwClgtwEv5E6fgNCJ91PY4O5XPW48MTer7x9VNTZJj0fDMdX9_z88/s1600/Snap10.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="175" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtc00dHpo6cifG3hd-NefP06oz1kctI_RGgTiYuXwh1AfvXClDTtGEWsTl7uL6X9TDqaEymr5AbGw7xEkWZxFByyxwClgtwEv5E6fgNCJ91PY4O5XPW48MTer7x9VNTZJj0fDMdX9_z88/s640/Snap10.jpg" width="640" /></a><br />
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You can find where is your target application's root folder in the Application Settings' page.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirrSrybecFxFACjBXksfWPJWNeX56sbkhWfSptmYJ1JYV_HB47HO7wD1J6kaqkYz-7uguHmi9nMxp7z76m7yA7kS6EqMmVxmwL5MwJp8_u5mcxDRNKhAhghtxbXvUWU20oHFOgGUJHl-M/s1600/Snap11.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="606" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirrSrybecFxFACjBXksfWPJWNeX56sbkhWfSptmYJ1JYV_HB47HO7wD1J6kaqkYz-7uguHmi9nMxp7z76m7yA7kS6EqMmVxmwL5MwJp8_u5mcxDRNKhAhghtxbXvUWU20oHFOgGUJHl-M/s640/Snap11.jpg" width="640" /></a><br />
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Now you can import the mapping table from Excel now, click "Import From Excel" as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8D3Qp2BDA39lmFjQTMko4uzIqjcS3WLPjO8jMKgFemM3R_-pDZA5foKZUGq3jZ_-MiATXVRYLTvfcaF8IvgAYPTSsyNkiB7tHsTtfG9ZurBCpZ3ShgJiko1PkOI_QieFesaCXwHaAeDs/s1600/Snap13.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8D3Qp2BDA39lmFjQTMko4uzIqjcS3WLPjO8jMKgFemM3R_-pDZA5foKZUGq3jZ_-MiATXVRYLTvfcaF8IvgAYPTSsyNkiB7tHsTtfG9ZurBCpZ3ShgJiko1PkOI_QieFesaCXwHaAeDs/s1600/Snap13.jpg" /></a><br />
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You can find the Excel file you just copy it to the target application's folder.Click OK to continue. (Or you can Upload your local file here by clicking "Upload" button.)<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfKzb3MoygIRsdQfS-ubd62HvWQZl-bm5ubfbdqCceIxgzrriyIS4M5uYiGHxBjZq9ZpLPp-0DZIn0leWqsqr1RuLpR6xuSHWeRPg-MUXKYvLhX8lbRGsfI_9RcJ6YbpA80WqJIWUrZt4/s1600/Snap14.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfKzb3MoygIRsdQfS-ubd62HvWQZl-bm5ubfbdqCceIxgzrriyIS4M5uYiGHxBjZq9ZpLPp-0DZIn0leWqsqr1RuLpR6xuSHWeRPg-MUXKYvLhX8lbRGsfI_9RcJ6YbpA80WqJIWUrZt4/s1600/Snap14.jpg" /></a><br />
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Select "Merge" Import Mode and "Validate" to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiWgSlJRbbuGl46Vw1zJX1APspEtPyr76DtaORooQJFvmTb58jmZJLpN9btrZAVqWyxqogzVhlnig4Emn_m7FuYGVcIxlFJjUo0LvfITTaysVtkY6hByRRw4JzYRw6yx7FIS4DVfjtHPY/s1600/Snap15.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiWgSlJRbbuGl46Vw1zJX1APspEtPyr76DtaORooQJFvmTb58jmZJLpN9btrZAVqWyxqogzVhlnig4Emn_m7FuYGVcIxlFJjUo0LvfITTaysVtkY6hByRRw4JzYRw6yx7FIS4DVfjtHPY/s1600/Snap15.jpg" /></a><br />
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Then you can find the file imported successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0ojGYYRUtnU998_TaCJVWxNd4OYhxi3tIW_dQPkpejulhF5wajHabs7EgyeP7esxoHjifCib9AFihMKCJw-K4adaXom5r-raIhGBhHbhyNpD7aoMPp3B71DusK7yn1nbBI2e81v_yHr0/s1600/Snap16.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0ojGYYRUtnU998_TaCJVWxNd4OYhxi3tIW_dQPkpejulhF5wajHabs7EgyeP7esxoHjifCib9AFihMKCJw-K4adaXom5r-raIhGBhHbhyNpD7aoMPp3B71DusK7yn1nbBI2e81v_yHr0/s1600/Snap16.jpg" /></a><br />
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You can find your Account mapping table is updated as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgOq85SBKacJRWhw0yv-6NK2N9gq78fYvp8rEyR2hVE98_o0eDlkXv40hK-NXS3ulGy1a5QfJO4401ZLL8n2pWB41O4S167IEW0BbtgHZxt8rtTrvrGw4bLzCPbHrHqmt2W8EvBHSbkLcw/s1600/Snap17.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgOq85SBKacJRWhw0yv-6NK2N9gq78fYvp8rEyR2hVE98_o0eDlkXv40hK-NXS3ulGy1a5QfJO4401ZLL8n2pWB41O4S167IEW0BbtgHZxt8rtTrvrGw4bLzCPbHrHqmt2W8EvBHSbkLcw/s640/Snap17.jpg" width="640" /></a>Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-16826441581457420692015-04-16T20:32:00.001-07:002015-04-16T21:50:50.112-07:00HFM - Calculation ManagerCalculation Manager and load rule directly in HFM are two methods for HFM rules management. Both of them can work for EPMA and classic HFM. Now today I start to explore the calculation manager usage for HFM.<br />
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Open the Calculation Manager and you will find each HFM application contains the folders which are almost the same with HFM's standard rule types.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi2Dyw_qHSZT-n68YF7807zLz4_UOPT9oHvQaHUJHjJfzcG93I7uY57qbB2lyMuVLj5JcGJtfP9Vw8axiqL2ltZO23ghseh1VGsftBnN3afTtovUQd3yD_sULibMS5sLxdYpYL610DQtbE/s1600/Snap40.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi2Dyw_qHSZT-n68YF7807zLz4_UOPT9oHvQaHUJHjJfzcG93I7uY57qbB2lyMuVLj5JcGJtfP9Vw8axiqL2ltZO23ghseh1VGsftBnN3afTtovUQd3yD_sULibMS5sLxdYpYL610DQtbE/s1600/Snap40.png" /></a><br />
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Expand the Calculate one, we can create a new rule here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi8BLoGICKdXgs-Eq55jJ2lRAXHxxsket7u0wx4QaDRnMwW77CmjiMLzAph8-8WgrCpEsePhkN01j1fTUF02GvHERGGzGfGJ-CvWjG0TfEmx28687-VJP1se0jG5_VyAIMVKzw8irEo-Y4/s1600/Snap41.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi8BLoGICKdXgs-Eq55jJ2lRAXHxxsket7u0wx4QaDRnMwW77CmjiMLzAph8-8WgrCpEsePhkN01j1fTUF02GvHERGGzGfGJ-CvWjG0TfEmx28687-VJP1se0jG5_VyAIMVKzw8irEo-Y4/s1600/Snap41.png" /></a><br />
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Input the rule's name, and then click OK. Actually it is a sub routine of the main calculate procedure.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBKzGQklgG3Kcywkk-69qdpPtb7p-xHJJj1IkBCh0I8Ii6gOeoSghTFKcZ-sOBBY1fE60eGc7KhsrjUeTsOzOp4MRPQnMh8dqPRje7KqncnEsHB7rCu14nYhfhlKX54bqRu8QHaDsK2Uk/s1600/Snap43.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBKzGQklgG3Kcywkk-69qdpPtb7p-xHJJj1IkBCh0I8Ii6gOeoSghTFKcZ-sOBBY1fE60eGc7KhsrjUeTsOzOp4MRPQnMh8dqPRje7KqncnEsHB7rCu14nYhfhlKX54bqRu8QHaDsK2Uk/s1600/Snap43.png" /></a><br />
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The designer mode is a graphical one, you can drag and drop the objects such as Formula and Condition in it.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHZb6_FLenb0igXM7Q25-OnUSX3xXENJaC4xF7PkfRN-ai8Ux48vs7ThAM-Doo31RwBG8kfXBkde2_l6nZ7167RyQ4ZVH_9pM8qmVwgyXM0wMgmCn5bZhmXBrIuEGIXOokssxNGu44jsk/s1600/Snap44.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHZb6_FLenb0igXM7Q25-OnUSX3xXENJaC4xF7PkfRN-ai8Ux48vs7ThAM-Doo31RwBG8kfXBkde2_l6nZ7167RyQ4ZVH_9pM8qmVwgyXM0wMgmCn5bZhmXBrIuEGIXOokssxNGu44jsk/s1600/Snap44.png" height="251" width="640" /></a><br />
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For example, we can drag a Condition object and drop in the designer.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxeBUBeTMYt9GKNQ_SFC5DDfLYu4NqzEZkpUWE8kAFvRexJ0n3CEn98GMCGeS8W-DGyRE5mtqNL9X9dn_DMatUgaMEhbEn5dsSyByx6FwYky4dYsIVDSMGCAYkby1fvAZCRQPl6F_kcOQ/s1600/Snap45.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxeBUBeTMYt9GKNQ_SFC5DDfLYu4NqzEZkpUWE8kAFvRexJ0n3CEn98GMCGeS8W-DGyRE5mtqNL9X9dn_DMatUgaMEhbEn5dsSyByx6FwYky4dYsIVDSMGCAYkby1fvAZCRQPl6F_kcOQ/s1600/Snap45.png" /></a><br />
<br />
Click the Add Condition button.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgll2Pl-DQBtK_Rw7kRb83sav8Pdp3SMIGy6aiDAcX4g70Rp8yDEdsjs1odLbeObaWAFZEMJn8v3WLcVeNc8shZiqiFR2m1TvXvgxig2kF1IM0_crz9dQEg6I4qJFUvGU42MQOn0kQZKvw/s1600/Snap46.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgll2Pl-DQBtK_Rw7kRb83sav8Pdp3SMIGy6aiDAcX4g70Rp8yDEdsjs1odLbeObaWAFZEMJn8v3WLcVeNc8shZiqiFR2m1TvXvgxig2kF1IM0_crz9dQEg6I4qJFUvGU42MQOn0kQZKvw/s1600/Snap46.png" height="216" width="640" /></a><br />
<br />
Then we can select a Function here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh-6OYu0RvJmZEmNOip0aCY_pXYZlR7YX6jTYmUgyge5VLM4jdoChBwhSr12XLUEKXXryTLsUu1iobPLp7jCE15lpJVhZ2lHVaK3CnO3nnNL_mFWDutwNh1ca7s348kl3BsD2omKDfBzWY/s1600/Snap48.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh-6OYu0RvJmZEmNOip0aCY_pXYZlR7YX6jTYmUgyge5VLM4jdoChBwhSr12XLUEKXXryTLsUu1iobPLp7jCE15lpJVhZ2lHVaK3CnO3nnNL_mFWDutwNh1ca7s348kl3BsD2omKDfBzWY/s1600/Snap48.png" height="379" width="640" /></a><br />
<br />
For example, we can select the @Value.Currency function here, click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEib_wMFY1RSqTzEpHcj8KWumionSZF6bGbNixQsUGgtTxJzRbig0IeW2ns4KjFg6-3is8lotzylgaHJvXyaLAGC_c290skwhu19ADpyycc-tf35iMw6iRfJsk8ZoLwDAtPxUb2-5u0rK-4/s1600/Snap49.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEib_wMFY1RSqTzEpHcj8KWumionSZF6bGbNixQsUGgtTxJzRbig0IeW2ns4KjFg6-3is8lotzylgaHJvXyaLAGC_c290skwhu19ADpyycc-tf35iMw6iRfJsk8ZoLwDAtPxUb2-5u0rK-4/s1600/Snap49.png" /></a><br />
<br />
Select a Member for the Value.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0lOzMAl-Lt8wgUd3woxPCvJubxPy7YpS77ea6cMMIBvp8T4seFs7nmAolsCVIPuXeGoJi47X3qSmPILQFJzdC44GrK5Qy6D9pq3Pm_NXQ9z4HPfCEQY6VdxF5FdzfxCxo4XebqoNHFEU/s1600/Snap51.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0lOzMAl-Lt8wgUd3woxPCvJubxPy7YpS77ea6cMMIBvp8T4seFs7nmAolsCVIPuXeGoJi47X3qSmPILQFJzdC44GrK5Qy6D9pq3Pm_NXQ9z4HPfCEQY6VdxF5FdzfxCxo4XebqoNHFEU/s1600/Snap51.png" height="379" width="640" /></a><br />
<br />
Select the member <Entity Currency> in Value Dimension, and then click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqV-vxxT9X_S_UItihqfWSLn6VvE5u9uXF0nlSVaGP2yPziY7kY-x8n7y_cOydZ8xG0TGSiegQS-idgDa2Cd3VPiyWN5r1Wtm13Aqze0T6VveLk2nL705x30bnGevuvSVKwX2fjxD00hw/s1600/Snap97.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqV-vxxT9X_S_UItihqfWSLn6VvE5u9uXF0nlSVaGP2yPziY7kY-x8n7y_cOydZ8xG0TGSiegQS-idgDa2Cd3VPiyWN5r1Wtm13Aqze0T6VveLk2nL705x30bnGevuvSVKwX2fjxD00hw/s1600/Snap97.png" /></a><br />
<br />
Click Add to add this Metadata Condition.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0nQX-tGeR9yYqqk07rFbuyv5OsvGGlrzkVuE2iAbORHKU96Pl3nNosgIGqS1lfmamPxDQCXlNKNepUCULTKu8staIYdKgp8zYSKKGguHVUPDAOJoMCSCp7Hj1RCpxF-2sFTFugA6FCWI/s1600/Snap55.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0nQX-tGeR9yYqqk07rFbuyv5OsvGGlrzkVuE2iAbORHKU96Pl3nNosgIGqS1lfmamPxDQCXlNKNepUCULTKu8staIYdKgp8zYSKKGguHVUPDAOJoMCSCp7Hj1RCpxF-2sFTFugA6FCWI/s1600/Snap55.png" height="380" width="640" /></a><br />
<br />
Then you can find the condition is added as below, click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgm0eCThVyVrAug2zxJRBli7eNB2s7vNY4VcRjHhuQp7kcuMJGsM2y0A_rJKQh7pHt7kipc3htInJxecKTJCnzkvzFfPSPIODGLhwfn3SIHBTzpblmAPrB8X5saaXHV7h8BNojZnm09hhA/s1600/Snap56.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgm0eCThVyVrAug2zxJRBli7eNB2s7vNY4VcRjHhuQp7kcuMJGsM2y0A_rJKQh7pHt7kipc3htInJxecKTJCnzkvzFfPSPIODGLhwfn3SIHBTzpblmAPrB8X5saaXHV7h8BNojZnm09hhA/s1600/Snap56.png" height="380" width="640" /></a><br />
<br />
Then it will return to the designer mode, click Save to save it first.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhEO5_aSkHbvtjYPuD-86ugz1alCmYYvkI-5gTz1xHQ8MG9xkwH_f2xPCvUVdcjwTm7WDY3_NcjayZa0qtp8LCVrKbcKlIuP4LegL4UtL4XYjMMWvTTdjTicB3Fgty0h0F5sXKgNSUNEu0/s1600/Snap58.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhEO5_aSkHbvtjYPuD-86ugz1alCmYYvkI-5gTz1xHQ8MG9xkwH_f2xPCvUVdcjwTm7WDY3_NcjayZa0qtp8LCVrKbcKlIuP4LegL4UtL4XYjMMWvTTdjTicB3Fgty0h0F5sXKgNSUNEu0/s1600/Snap58.png" /></a><br />
<br />
The following information shows, click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjr_KjP3El20r24V2O9IVPtwPSf64uFxXE7P8eH7DX47b-fMeQZySATHW_s0yU8ki_tpQGwNHcbaT8ANchCFzlrcc5yMf5TOeSLlX6MDKoaulPRyLQTyYqBlHNnOLsLhFDB9V7YOi047a0/s1600/Snap60.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjr_KjP3El20r24V2O9IVPtwPSf64uFxXE7P8eH7DX47b-fMeQZySATHW_s0yU8ki_tpQGwNHcbaT8ANchCFzlrcc5yMf5TOeSLlX6MDKoaulPRyLQTyYqBlHNnOLsLhFDB9V7YOi047a0/s1600/Snap60.png" /></a><br />
<br />
Then you can switch to Edit Script mode, to see what's happening for the script.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_JCg6VF_fm6VYfKIgvFklqIClKpOTBvWKFzNKBpClLJ2v0EPy8xNIVTEesGmQkLxUIq_Q7OV0y7rh9KWO0qxWg_81VD7Fsy7ZZBYv0iuM-fJlDESApwXo1DjA1vVVIYsBVq8TCrjNmpU/s1600/Snap61.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_JCg6VF_fm6VYfKIgvFklqIClKpOTBvWKFzNKBpClLJ2v0EPy8xNIVTEesGmQkLxUIq_Q7OV0y7rh9KWO0qxWg_81VD7Fsy7ZZBYv0iuM-fJlDESApwXo1DjA1vVVIYsBVq8TCrjNmpU/s1600/Snap61.png" /></a><br />
<br />
You can find the rule's script is as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgn2nDqQbrbogQzK75nJSXOHSNm4fokdfCUqBzZQ-VJKIG2GQMkpwOPu9k8CuskPJlMy8MNeDmXRi1SiRx0h3ggDEodG2wBJCPF7iIoys0SJaED_nbIm51T7qDOck8rFiN4NDGHFXMSajg/s1600/Snap62.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgn2nDqQbrbogQzK75nJSXOHSNm4fokdfCUqBzZQ-VJKIG2GQMkpwOPu9k8CuskPJlMy8MNeDmXRi1SiRx0h3ggDEodG2wBJCPF7iIoys0SJaED_nbIm51T7qDOck8rFiN4NDGHFXMSajg/s1600/Snap62.png" height="188" width="640" /></a><br />
<br />
Switch it back to Designer mode, drag and drop a Formula object to the "Y" condition.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnWZj2A8G3WtCPA2BDnoGbgXpSYfrsm1XHqTWeoVwsdQ2qB7AZH9M4EmsjsA3irA2Gr3pgIZbkfPnqgMhqhp6u0DopvePGMX1vpbWv6HZDv5W3KDIgulWk0CJrHZMkp4UXw__Sk1plkkI/s1600/Snap63.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnWZj2A8G3WtCPA2BDnoGbgXpSYfrsm1XHqTWeoVwsdQ2qB7AZH9M4EmsjsA3irA2Gr3pgIZbkfPnqgMhqhp6u0DopvePGMX1vpbWv6HZDv5W3KDIgulWk0CJrHZMkp4UXw__Sk1plkkI/s1600/Snap63.png" /></a><br />
<br />
You can find the object is added here, select Member for the Formula. By default, it will generate an HS.Exp expression for the direct member selection.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeLhQgpe63wMFkaVNId_TKSoezzxHXUUl4UXHNpS1DOx6hLbFI0MRKcFepGVajn0M_X2EPTadR2RKoyYAAfKGl8b6D5ljKlnqmGC9ilnFRohWTg6Ubm9apFPj_FrrQsGtsUORok5ZfX6c/s1600/Snap64.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeLhQgpe63wMFkaVNId_TKSoezzxHXUUl4UXHNpS1DOx6hLbFI0MRKcFepGVajn0M_X2EPTadR2RKoyYAAfKGl8b6D5ljKlnqmGC9ilnFRohWTg6Ubm9apFPj_FrrQsGtsUORok5ZfX6c/s1600/Snap64.png" height="262" width="640" /></a><br />
<br />
Select the member for the formula, click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7wTlkVvno_PrEdAfvy9dPP_3eON4w9Tot_iEc4JAoSD7RgJXYyp7EbA5-bT_a-SBSh-Sezj31Snwaapf8b8wS3vEsthwgjda7-rNVjzH_SczSNPP0fadcyEF1oRC2Czh_6C1UCAt7Fo0/s1600/Snap66.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7wTlkVvno_PrEdAfvy9dPP_3eON4w9Tot_iEc4JAoSD7RgJXYyp7EbA5-bT_a-SBSh-Sezj31Snwaapf8b8wS3vEsthwgjda7-rNVjzH_SczSNPP0fadcyEF1oRC2Czh_6C1UCAt7Fo0/s1600/Snap66.png" /></a><br />
<br />
And then you can select the Variable, Member or Function in the right-hand side for the formula, or only input a number in it. Then click Validate and Save.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGUSkmhzmCqUCBH0lY78Le0z6seRMoY9WFvp-k8TqiuMcpPy-4GeyFjB92QqYqmBiArGXRFZhawX0Lf-MSv1WVmJXO1xeMrS21EfwlllqjaH48xfueTvtVYZJcJz8WYVqxa61AqeKFMK0/s1600/Snap69.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGUSkmhzmCqUCBH0lY78Le0z6seRMoY9WFvp-k8TqiuMcpPy-4GeyFjB92QqYqmBiArGXRFZhawX0Lf-MSv1WVmJXO1xeMrS21EfwlllqjaH48xfueTvtVYZJcJz8WYVqxa61AqeKFMK0/s1600/Snap69.png" height="263" width="640" /></a><br />
<br />
The following message shows. Click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMMU3gCnThS3rJlSZe6s1DS_0dczYwJd8reUMXl-HY3CSAVvcr6QXecSHux7GcSv0bDOwzP7D88Z4M23BBZqzE75hK0dxql6eiXg5diehWPPbakCQ112mVh2vbl_9yRKX8wsIBPSUDdFg/s1600/Snap70.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMMU3gCnThS3rJlSZe6s1DS_0dczYwJd8reUMXl-HY3CSAVvcr6QXecSHux7GcSv0bDOwzP7D88Z4M23BBZqzE75hK0dxql6eiXg5diehWPPbakCQ112mVh2vbl_9yRKX8wsIBPSUDdFg/s1600/Snap70.png" /></a><br />
<br />
So a new rule has been created successfully. Let's move on to create a new ruleset.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5zdIoh6lcDWSpfU3Ey78fHkyJKjna4MQ5xbK2vHFN9j5vuCjiKuysbYqFhWQGw_4CcLkU1aMkQLfcYuXv_dFRtGs3gPWvx-pyBsPj1-sY0BXIc6tsvOltZyG2LUlZ9qqKDNUC5ZbBdWw/s1600/Snap71.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5zdIoh6lcDWSpfU3Ey78fHkyJKjna4MQ5xbK2vHFN9j5vuCjiKuysbYqFhWQGw_4CcLkU1aMkQLfcYuXv_dFRtGs3gPWvx-pyBsPj1-sY0BXIc6tsvOltZyG2LUlZ9qqKDNUC5ZbBdWw/s1600/Snap71.png" /></a><br />
<br />
Ruleset is the main rule type of the HFM rule, depends on where you create the ruleset it will return to the corresponding rule type. In this case, we create the ruleset under the Calculation folder, so no matter which name we named it, it will return to Sub Calculate() in the HFM rule at the end.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6Mzq3ZfwJeKmdH0cytllagLSJWlydoWS-zgt_IOr4p9esUg6mFPXHhg2ufzUMRcTWoHND-5hwsdrbpZkg2j9nkDjnQy5lZb2431eYw-DESnRv7pklYrQsrMW8MTJZXp9Wk-BUfz2cn0k/s1600/Snap72.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6Mzq3ZfwJeKmdH0cytllagLSJWlydoWS-zgt_IOr4p9esUg6mFPXHhg2ufzUMRcTWoHND-5hwsdrbpZkg2j9nkDjnQy5lZb2431eYw-DESnRv7pklYrQsrMW8MTJZXp9Wk-BUfz2cn0k/s1600/Snap72.png" /></a><br />
<br />
Then you can drag the rule created before and drop it under the new ruleset. Click Save to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBEWBhSA5GzlGlgZRj9R8hxEO5T-r1zB0Z4XKXcDfovpOaJlKFCVtjEF4w3HQjULNVsuwT1cdJIjHptzfqEPQD21HTsWcUWO67zGB7FyJdo8NNqrz8XnReMooVmu27pQSOgxXV6MxlQPQ/s1600/Snap74.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBEWBhSA5GzlGlgZRj9R8hxEO5T-r1zB0Z4XKXcDfovpOaJlKFCVtjEF4w3HQjULNVsuwT1cdJIjHptzfqEPQD21HTsWcUWO67zGB7FyJdo8NNqrz8XnReMooVmu27pQSOgxXV6MxlQPQ/s1600/Snap74.png" height="252" width="640" /></a><br />
<br />
Return to the System View of the Calculation Manager. Switch to Deployment View as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgx0XkPH039iNxe7MGfLXzAPXYDwrDhccGkNynh3Yw5z5V74yyzy9sKzVUSt9bAlJm67pFSixRUB-tTipCwY1nPwkURaisxRW1zLFsIcy5lfD3ip3Pm-1QeVaMcDLM9AlaJcuagxxeWc_k/s1600/Snap76.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgx0XkPH039iNxe7MGfLXzAPXYDwrDhccGkNynh3Yw5z5V74yyzy9sKzVUSt9bAlJm67pFSixRUB-tTipCwY1nPwkURaisxRW1zLFsIcy5lfD3ip3Pm-1QeVaMcDLM9AlaJcuagxxeWc_k/s1600/Snap76.png" /></a><br />
<br />
Expand the "To be Deployed" items, you can find only rulesets can be checked the Deployable CheckBox. Check it on for the Calculation one. (It is a very important step to make the ruleset as deployable.) By default, all the rulesets are not deployed and not validated.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6qM7RW81tkNEphnU4MSig6oNWVIvl4nFIlrK0gDJKfeLqgUa5bIusAhMzM4rNFLV03-X0idkVO4c3emNFDS9Ce13Oj5su82XQh7ACp05qZJyKMzkALtiqLbP0DKq8hsCnn66baX1Y3-4/s1600/Snap77.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6qM7RW81tkNEphnU4MSig6oNWVIvl4nFIlrK0gDJKfeLqgUa5bIusAhMzM4rNFLV03-X0idkVO4c3emNFDS9Ce13Oj5su82XQh7ACp05qZJyKMzkALtiqLbP0DKq8hsCnn66baX1Y3-4/s1600/Snap77.png" height="164" width="640" /></a><br />
<br />
Right-click the HFM application, then you can Validate all the rules at the same time.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg_ZRb3-6OtIJMPpUhQ4b-bLxKS96Q90vtxVi6BNve0MDc4g9BSKpTcaQ9VIBJjVh4t8y6MvlrGRerpyX_6qxi9uE-B9BZaCxZyl8iPkxsF3W-NazpvjmgYcYaNBDhCHHTsWkogRS7f86g/s1600/Snap78.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg_ZRb3-6OtIJMPpUhQ4b-bLxKS96Q90vtxVi6BNve0MDc4g9BSKpTcaQ9VIBJjVh4t8y6MvlrGRerpyX_6qxi9uE-B9BZaCxZyl8iPkxsF3W-NazpvjmgYcYaNBDhCHHTsWkogRS7f86g/s1600/Snap78.png" /></a><br />
<br />
Right-click the HFM application again, then we can deploy all the rules this time.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUsj6NVBX_Mlo8BqV2l9Y-DLXTCWMKTeocMAws-AUJ6N_kfiNir-I53s3Rmd5VFD_4eV0qI47ERsJzi3feoV6Qk6C2aiPJ0qwUauFOoiJhL6zNJdkhyJO3h91ozh4a53VwvTmbxGrlreU/s1600/Snap79.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUsj6NVBX_Mlo8BqV2l9Y-DLXTCWMKTeocMAws-AUJ6N_kfiNir-I53s3Rmd5VFD_4eV0qI47ERsJzi3feoV6Qk6C2aiPJ0qwUauFOoiJhL6zNJdkhyJO3h91ozh4a53VwvTmbxGrlreU/s1600/Snap79.png" height="160" width="640" /></a><br />
<br />
The following message shows, means the deployment is success. Also, you can deploy the rules in the EPMA application library if it is an EMPA application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4xPTXYcq22_TNbpQwwPn4CfuPgmek4ptjzFlfYXZVIUPwUitkhGsm7wau8rilOVm8nGaws-pAShTFgKjQsD0vgHPcmvDR4YR2c1VynUqZ93T0hYDCcIJbr-_nh-g1ncNxicVg9GwyaNo/s1600/Snap81.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4xPTXYcq22_TNbpQwwPn4CfuPgmek4ptjzFlfYXZVIUPwUitkhGsm7wau8rilOVm8nGaws-pAShTFgKjQsD0vgHPcmvDR4YR2c1VynUqZ93T0hYDCcIJbr-_nh-g1ncNxicVg9GwyaNo/s1600/Snap81.png" /></a><br />
<br />
Then let's open the HFM application to double check the deployment. Click Extract Rules in the Extract Application Elements page.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEie8_GS0cCFVr6TukctkJFoy_CW9baWQr83eL91Q75hBVmUlgN_22gJAERT_2a4r2_WbyaF0DSuRc3ZbfDy_rnCvmNxVHvPgK_jO_0EJHfx4WZKEWYlMz4LKk4qBFITH76QK9Hvf7TiFBo/s1600/Snap82.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEie8_GS0cCFVr6TukctkJFoy_CW9baWQr83eL91Q75hBVmUlgN_22gJAERT_2a4r2_WbyaF0DSuRc3ZbfDy_rnCvmNxVHvPgK_jO_0EJHfx4WZKEWYlMz4LKk4qBFITH76QK9Hvf7TiFBo/s1600/Snap82.png" height="273" width="640" /></a><br />
<br />
The following messages shows, click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgonAafhBS_5wOM5o9E2ztAhrZeEeKO5gJnP0X-3JGRhYtwICE_lDYWIf5u3cJtGYL9t0TNMVklqHuqzL5EsIoq3eGfkiX_pNdi8pGHH-5vKwxXGTDyaBlgIBNFlrsBIsdsey3sS_Qio1w/s1600/Snap83.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgonAafhBS_5wOM5o9E2ztAhrZeEeKO5gJnP0X-3JGRhYtwICE_lDYWIf5u3cJtGYL9t0TNMVklqHuqzL5EsIoq3eGfkiX_pNdi8pGHH-5vKwxXGTDyaBlgIBNFlrsBIsdsey3sS_Qio1w/s1600/Snap83.png" /></a><br />
<br />
Click Download to download the HFM rule.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHD0FdCRzPZQF7QhWJLu0xH9W7kA1jnBT7w9Gp1anASycRZTo7yLkT4jr4BfB0wWAIAqPFKWD8SyLwjFXSTxmGzHARgQAlUAVsyeXtxFkPyTsy7Bfa3B3_6v8wWyp-QiJqjbUNA86n0zE/s1600/Snap84.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHD0FdCRzPZQF7QhWJLu0xH9W7kA1jnBT7w9Gp1anASycRZTo7yLkT4jr4BfB0wWAIAqPFKWD8SyLwjFXSTxmGzHARgQAlUAVsyeXtxFkPyTsy7Bfa3B3_6v8wWyp-QiJqjbUNA86n0zE/s1600/Snap84.png" height="34" width="640" /></a><br />
<br />
Then you can open the rule in a text editor. You can find the ruleset is a main rule type and the rule is a sub routine which can be called by the ruleset/main rule type.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhADFWtH-HDaUaCttZf9I5QHmfxv1xJzsoCoK2jSn0gDU0EbdKag58JrAXObLPUxmQQiM-Kg65Azl9UTR0y6rlvHBc8haZ26MvUbZFq7Twsn9Ms4BSz-fa-gRdWfeD8sVPPgr4xCRdPSvU/s1600/Snap94.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhADFWtH-HDaUaCttZf9I5QHmfxv1xJzsoCoK2jSn0gDU0EbdKag58JrAXObLPUxmQQiM-Kg65Azl9UTR0y6rlvHBc8haZ26MvUbZFq7Twsn9Ms4BSz-fa-gRdWfeD8sVPPgr4xCRdPSvU/s1600/Snap94.png" /></a><br />
<br />
Summary<br />
<br />
<ul>
<li>Rulesets are corresponding to the main standard rule types of HFM (Calculate, Consolidate, Dynamic, Input, NoInput, Translate...)</li>
<li>Rules are the sub routines which can be called by the rulesets</li>
<li>Mark the rulesets as Deployable, make sure only one ruleset is deployable for each main rule types</li>
</ul>
<br />
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com1tag:blogger.com,1999:blog-2900039444897015685.post-41491634415027677742015-04-16T19:52:00.001-07:002015-04-16T19:52:53.147-07:00HFM - EPMANow let's take a look how to create HFM application in EPMA mode. First, create the following dimensions in the Dimension Library. The custom dimensions' number depends on user requirement and 2 custom dimensions is a minimum, the other dimensions are all necessary for an HFM application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhy8Anezz047a-rae_7nOX96MIp6jX8-Uz6QgCHdnnftXd-kcpZXp5HFutJl7yzurAw5Fcd3l0AyP8kgXKziKkHM4cUMVi4cVKaxyY8fxJrPhzUfP8tkIH5z6tQ1O-l1XdwQXQI_g60qYE/s1600/Snap1.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhy8Anezz047a-rae_7nOX96MIp6jX8-Uz6QgCHdnnftXd-kcpZXp5HFutJl7yzurAw5Fcd3l0AyP8kgXKziKkHM4cUMVi4cVKaxyY8fxJrPhzUfP8tkIH5z6tQ1O-l1XdwQXQI_g60qYE/s1600/Snap1.png" /></a><br />
<br />
The account dimension has some default HFM accounts. We can create an exchange rate account and a validation account manually.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhubNy-_KtXAAqf_SrKwqKHJxygO2fKnH6dcmDZxSotz31_n9DhrjmQzbtCfBBAiDCMSQk815fHPcwNJblKb7DvkhZeQbHNhA4wcNxO7-fsAVpSEe0KngLWyJ-DS8OB6-9YfFD_YyeyWk/s1600/Snap4.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhubNy-_KtXAAqf_SrKwqKHJxygO2fKnH6dcmDZxSotz31_n9DhrjmQzbtCfBBAiDCMSQk815fHPcwNJblKb7DvkhZeQbHNhA4wcNxO7-fsAVpSEe0KngLWyJ-DS8OB6-9YfFD_YyeyWk/s1600/Snap4.png" /></a><br />
<br />
The exchange rate account and the validation account's properties are as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifijXDghxZ4Vt8W00CdHsuiBitEbEu0fBkgCGlYaE_w_CY8Frb9EXf65-ts-uBl2nYhqJxSj8Qid4N7f5YOeS8FZ_eR5-ZEwgsjs8m4mT63eQKW0JGAqIOV7LdJHb_5SrMUBJeV8y9cQI/s1600/Snap2.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifijXDghxZ4Vt8W00CdHsuiBitEbEu0fBkgCGlYaE_w_CY8Frb9EXf65-ts-uBl2nYhqJxSj8Qid4N7f5YOeS8FZ_eR5-ZEwgsjs8m4mT63eQKW0JGAqIOV7LdJHb_5SrMUBJeV8y9cQI/s1600/Snap2.png" height="471" width="640" /></a><br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEij5zWQdrT5rODpVW_pusmSg2j0is7dlOZDaNMt8ZMf5L95nW-L8D3orGgWlXDTyTAf0nLDCUo0-h1DKXcfuz4rqo1Bqkt7Y2s1uJmLStyh0rRzKU32yA8TBN_HWDd44IAKB6s_oAbUb6A/s1600/Snap3.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEij5zWQdrT5rODpVW_pusmSg2j0is7dlOZDaNMt8ZMf5L95nW-L8D3orGgWlXDTyTAf0nLDCUo0-h1DKXcfuz4rqo1Bqkt7Y2s1uJmLStyh0rRzKU32yA8TBN_HWDd44IAKB6s_oAbUb6A/s1600/Snap3.png" height="470" width="640" /></a><br />
<br />
Create members in Year dimension in the number format.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFolCRMNpOA7tqMKRbEss-A2l8ot9FDcMHt7hzMkOe-ebCTlik5UBaWHH5FLSoGk9FnXBvcC-8G2BA1Bt-PRHYqaepBEeV30erV1yPNEK5XYPKewQAQ6tt927N8HKnUZtzXldbOgMDV_A/s1600/Snap5.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFolCRMNpOA7tqMKRbEss-A2l8ot9FDcMHt7hzMkOe-ebCTlik5UBaWHH5FLSoGk9FnXBvcC-8G2BA1Bt-PRHYqaepBEeV30erV1yPNEK5XYPKewQAQ6tt927N8HKnUZtzXldbOgMDV_A/s1600/Snap5.png" /></a><br />
<br />
Create 4 generations in the Period dimension with the following settings.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgizB3nof9_BPeqYbiiN-H-q3N8tegJt3T7Af-h-XZugBsrUuS0enSWr3kZqS0f2y0Tos0V52DN0uVB7qgXL119ImaM9icUQXiyfDRjvgPW_1kCs-sIR5LkX2hyXmuia3dFYWAFF9vVi98/s1600/Snap6.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgizB3nof9_BPeqYbiiN-H-q3N8tegJt3T7Af-h-XZugBsrUuS0enSWr3kZqS0f2y0Tos0V52DN0uVB7qgXL119ImaM9icUQXiyfDRjvgPW_1kCs-sIR5LkX2hyXmuia3dFYWAFF9vVi98/s1600/Snap6.png" /></a><br />
<br />
In Scenario dimension, at least one member need to be created.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkRUMdt02sUY0SyRcYNr2-QzeRe1SGjq5pN-X45flV238tsNOCWOdet1thEpgdWqyAf4nHN0lihyphenhyphencUPAPrCK4Os64GPdDB1CY6WBZ92izXKYwe1zXH5Yuoals2GEUpBsY-ATo4cMnQPeE/s1600/Snap7.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkRUMdt02sUY0SyRcYNr2-QzeRe1SGjq5pN-X45flV238tsNOCWOdet1thEpgdWqyAf4nHN0lihyphenhyphencUPAPrCK4Os64GPdDB1CY6WBZ92izXKYwe1zXH5Yuoals2GEUpBsY-ATo4cMnQPeE/s1600/Snap7.png" /></a><br />
<br />
The member properties are set as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEizowjXd3PscC5LgHoyLHpkmhyfpNkLTM-g85njEoJNWQCDy-Bw5rNhU8qFU-8ZS675j87Do3fHjbJlBwq8yWOkjgOaa86Hlb6A0gHLStanDxyKYBynqAeXKmEwIY8pO1urslBOiTpK9SY/s1600/Snap7.5.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEizowjXd3PscC5LgHoyLHpkmhyfpNkLTM-g85njEoJNWQCDy-Bw5rNhU8qFU-8ZS675j87Do3fHjbJlBwq8yWOkjgOaa86Hlb6A0gHLStanDxyKYBynqAeXKmEwIY8pO1urslBOiTpK9SY/s1600/Snap7.5.png" height="324" width="640" /></a><br />
<br />
Create at least one language in Alias, rather then the Default one.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjo7i2B6Kir5zXeykkawC4fSzaeF2pXSL6q6TgBupQzCIlzQOB8yk0nePXRbH19-qOqO6rZ0FBOEIB4uPJEEzw3-FM3rcqawb90dlUrKcphS9Tf1d5pbS1MMjrB_o9uijUw5SZaSxcOVU/s1600/Snap8.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjo7i2B6Kir5zXeykkawC4fSzaeF2pXSL6q6TgBupQzCIlzQOB8yk0nePXRbH19-qOqO6rZ0FBOEIB4uPJEEzw3-FM3rcqawb90dlUrKcphS9Tf1d5pbS1MMjrB_o9uijUw5SZaSxcOVU/s1600/Snap8.png" /></a><br />
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In the View dimension, create at least 4 members than the default Periodic one.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvTWByHiYZZBxWDLjldwdlcybXjh77IqQh9W2-JH-CtDu9EaifzhJeFx_vPFVMEXtjag9E5N5aM3FMd9vIqY0ipyVF_e6Eu6Ke4wlxyfWtX4QJT4w7k5HKUXPBPk5oH4Zjyfa5D8x83zM/s1600/Snap10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvTWByHiYZZBxWDLjldwdlcybXjh77IqQh9W2-JH-CtDu9EaifzhJeFx_vPFVMEXtjag9E5N5aM3FMd9vIqY0ipyVF_e6Eu6Ke4wlxyfWtX4QJT4w7k5HKUXPBPk5oH4Zjyfa5D8x83zM/s1600/Snap10.png" /></a><br />
<br />
The Value dimension has the following default members as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiz9NP-zxGTQpcpmhg9EPOmija_yOP3ivS4sdNQo32n-6PPStEoTnwNHCeyLMV4IxWTdznRm_0QZiAhC4IIK-5nlU56Ysk8VPStQTNFrbklWGY0buKCalh0KmNVRNl_U5AxJJH7tnE1IJs/s1600/Snap11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiz9NP-zxGTQpcpmhg9EPOmija_yOP3ivS4sdNQo32n-6PPStEoTnwNHCeyLMV4IxWTdznRm_0QZiAhC4IIK-5nlU56Ysk8VPStQTNFrbklWGY0buKCalh0KmNVRNl_U5AxJJH7tnE1IJs/s1600/Snap11.png" /></a><br />
<br />
Create at least one currency in the Currency dimension, rather than the default Local one.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhEGCxEXDAQLSLCk0GWmaDtErRHCz_6wmX9OQ-Qbnf8oqyEoood4TCERimgp-BSLCRqqptLaUAXBolewrSYo1fPi2kT6HvHWGZToLOx06tHU0qxs8DOQvAcNR7rF_KNTUZeBaLyAtiQ6g/s1600/Snap12.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhEGCxEXDAQLSLCk0GWmaDtErRHCz_6wmX9OQ-Qbnf8oqyEoood4TCERimgp-BSLCRqqptLaUAXBolewrSYo1fPi2kT6HvHWGZToLOx06tHU0qxs8DOQvAcNR7rF_KNTUZeBaLyAtiQ6g/s1600/Snap12.png" /></a><br />
<br />
For the custom dimensions, define the properties for each of them as below. Set the Use For Currency, C1: From and C2: To<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsDqRhT1fhnXgtpO73ZjPR-PcUSF4Kg7Job1z4VvkxD2MlVu0n6FdfHWh1r2Az0Wa_FTfAjyXX8RriAR30m7Szcl43agaishXe7klaMfraPskV3veN06-MS8-Oup4nm4QRWaBGdh1_JwM/s1600/Snap13.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsDqRhT1fhnXgtpO73ZjPR-PcUSF4Kg7Job1z4VvkxD2MlVu0n6FdfHWh1r2Az0Wa_FTfAjyXX8RriAR30m7Szcl43agaishXe7klaMfraPskV3veN06-MS8-Oup4nm4QRWaBGdh1_JwM/s1600/Snap13.png" height="132" width="640" /></a><br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEietrnhR9LUoJxxzv7ZhUB2ySKsfVO2vaed8aup-pSeaxQsxiiR4gu7saGKXQCW-r2ttPxN1R8-HkvNUZLTsZpXneB5rB28FqMaZCV60X3oKNOysCU9e42gv4treL3YwKVhZJjTY1E-u1Y/s1600/Snap14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEietrnhR9LUoJxxzv7ZhUB2ySKsfVO2vaed8aup-pSeaxQsxiiR4gu7saGKXQCW-r2ttPxN1R8-HkvNUZLTsZpXneB5rB28FqMaZCV60X3oKNOysCU9e42gv4treL3YwKVhZJjTY1E-u1Y/s1600/Snap14.png" height="132" width="640" /></a><br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgU9ZijwBmUV1dT-gdb6rW11KztTt7OiIw0KsRRzfGt1cj9_nb_-uQ5FZVlLGAKh-11StwI81bzj55KlpN-pbxB0XkfNGeRg5qKh9bDrU6o4eeDyCqlOHubzMyn1HRjOZKqOqdVJqKB48Y/s1600/Snap15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgU9ZijwBmUV1dT-gdb6rW11KztTt7OiIw0KsRRzfGt1cj9_nb_-uQ5FZVlLGAKh-11StwI81bzj55KlpN-pbxB0XkfNGeRg5qKh9bDrU6o4eeDyCqlOHubzMyn1HRjOZKqOqdVJqKB48Y/s1600/Snap15.png" height="132" width="640" /></a><br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPR4XsI5mNr6LAFqoJfZfqEkr_cFfdKVTXOlUd1I-bk-4ZeN4SPNH2diQZPDBSrg1c7CtUa74v0T6SJeIlCek0PxIor-Nk4YDAxMfHVLmQbmxylHlpLqjc5BSpaUqUnQ57nNFkhe-cnPE/s1600/Snap16.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPR4XsI5mNr6LAFqoJfZfqEkr_cFfdKVTXOlUd1I-bk-4ZeN4SPNH2diQZPDBSrg1c7CtUa74v0T6SJeIlCek0PxIor-Nk4YDAxMfHVLmQbmxylHlpLqjc5BSpaUqUnQ57nNFkhe-cnPE/s1600/Snap16.png" height="132" width="640" /></a><br />
<br />
Now we can create HFM application in the application library. Input the application name and select the application Type to Consolidation. Click Next to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3lrAwbTuq7ULezwmuFt2XKYX4HQuGJwJ_AOuq4MZ35xa0YCy9Ql2RqXms7RAAUzjGtNGrq4sQgqcIEnBHTjlLZTI4EXFzx7n4xoT8LONZgdDEayA8uMrtoSoo8b9hGqqlUyNVz3JCNho/s1600/Snap17.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3lrAwbTuq7ULezwmuFt2XKYX4HQuGJwJ_AOuq4MZ35xa0YCy9Ql2RqXms7RAAUzjGtNGrq4sQgqcIEnBHTjlLZTI4EXFzx7n4xoT8LONZgdDEayA8uMrtoSoo8b9hGqqlUyNVz3JCNho/s1600/Snap17.png" height="308" width="640" /></a><br />
<br />
Double check the mandatory dimensions for HFM, select C2 for To Custom and C1 for From Custom. If you need to add more custom dimensions, just select the custom dimensions in the Add Dim drop down box.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheWroj7DrlSPjqO35RSCllEllFaQQmOwPStOLep3OFOKw6s2j-iUlvbVgT9FGjaDoUz5GTTaUfzACdIbyHq-WcWvJMCAKf3xAZPBbKib3-StpEJ3ZkbHITyulf8H6ALf3FNFOprWMz6uM/s1600/Snap19.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheWroj7DrlSPjqO35RSCllEllFaQQmOwPStOLep3OFOKw6s2j-iUlvbVgT9FGjaDoUz5GTTaUfzACdIbyHq-WcWvJMCAKf3xAZPBbKib3-StpEJ3ZkbHITyulf8H6ALf3FNFOprWMz6uM/s1600/Snap19.png" height="324" width="640" /></a><br />
<br />
After all the dimensions are selected, click Next to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjXfSXKCoOeoIi0Y5Mc1qgwava2jIvxNz5H4Cf5M5aK1c-0dE2Yh3ktNF3wD1KT_CnBYM8kGf86Hsud1RNn7iWZRqJaKyoT36hjRYjNY1A-Q6B_cXbVEalK1Usnubx2GEtBcz7oikBuKbY/s1600/Snap21.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjXfSXKCoOeoIi0Y5Mc1qgwava2jIvxNz5H4Cf5M5aK1c-0dE2Yh3ktNF3wD1KT_CnBYM8kGf86Hsud1RNn7iWZRqJaKyoT36hjRYjNY1A-Q6B_cXbVEalK1Usnubx2GEtBcz7oikBuKbY/s1600/Snap21.png" height="264" width="640" /></a><br />
<br />
In the property window at the right panel, set the properties of application as below. Then click Validate button and found there are no validation messages to display, which means all the validations are passed. Click Finish to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7TIJmQuhmoKFVEREOWswf12MAJj325clpwl4WM6uWVlBbHTTtXRC1MStG_UOmTMAJxFBRakF9llEwAqC5Te2-FF_B3qAPAKl6-Xv3j0umjJUZNCRShrpEip1Fn1Wko11ZQSlyc9qUFPQ/s1600/Snap31.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7TIJmQuhmoKFVEREOWswf12MAJj325clpwl4WM6uWVlBbHTTtXRC1MStG_UOmTMAJxFBRakF9llEwAqC5Te2-FF_B3qAPAKl6-Xv3j0umjJUZNCRShrpEip1Fn1Wko11ZQSlyc9qUFPQ/s1600/Snap31.png" height="262" width="640" /></a><br />
<br />
Then it will return to the dimension library page and found the following view.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwGPjyXzVDuRlsHwGv3DDoqAH-rn_oLcsGV033atLRDWKqtju85icirOKyvvbuR4GnKlbNJDddKxUqhScXwXfufIMfjvCpg_XJtmSpfes8NII6QczI-Rm6Xw0fBFRLR7VI9c4Ald8gka4/s1600/Snap34.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwGPjyXzVDuRlsHwGv3DDoqAH-rn_oLcsGV033atLRDWKqtju85icirOKyvvbuR4GnKlbNJDddKxUqhScXwXfufIMfjvCpg_XJtmSpfes8NII6QczI-Rm6Xw0fBFRLR7VI9c4Ald8gka4/s1600/Snap34.png" height="272" width="640" /></a><br />
<br />
Go to the application library, right-click the new created application and then deploy it.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhw7WW8DSMqo8TCuQNZ5o0-waYkIkrdep_Pch27zXZNsfBQ5wUDezCMr3soVdeDPfFSwjPv3g8pWhrCec1wq6D6xm5BVpD3Lltx3Mcnd46ksveUsgqrHgh7F4jFwccovGPi4JCvDinWSGs/s1600/Snap35.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhw7WW8DSMqo8TCuQNZ5o0-waYkIkrdep_Pch27zXZNsfBQ5wUDezCMr3soVdeDPfFSwjPv3g8pWhrCec1wq6D6xm5BVpD3Lltx3Mcnd46ksveUsgqrHgh7F4jFwccovGPi4JCvDinWSGs/s1600/Snap35.png" /></a><br />
<br />
The following page shows, select the Shared Services Project and keep the other settings. Click Deploy to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixSsbt3f6qXwYuOCFwrxOxEXkCo9AvgBpzTDCYgJQd2joLvtVjxlFy2EacBrqtDOtu9Ez7jPQXCRvDjyDJHy0szMfONlZpxva7upP-TcO3aoKblXMis02xdsLkel25PnjZltRxLgoo324/s1600/Snap36.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixSsbt3f6qXwYuOCFwrxOxEXkCo9AvgBpzTDCYgJQd2joLvtVjxlFy2EacBrqtDOtu9Ez7jPQXCRvDjyDJHy0szMfONlZpxva7upP-TcO3aoKblXMis02xdsLkel25PnjZltRxLgoo324/s1600/Snap36.png" /></a><br />
<br />
Then we can click the link to see the progress of the deployment.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjr8jd4WPPluCr15lFUkFscsQI6OYXBAn0MpyesSao4AFANEQwZIp3San3EihKTM9U9rsfFfV758eKK5rSWD-dx_QdxfuCY06xFS29e9vkDQT_YHAd3aqm7zsfJpIRLOtNUFN91Ua7bSBQ/s1600/Snap37.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjr8jd4WPPluCr15lFUkFscsQI6OYXBAn0MpyesSao4AFANEQwZIp3San3EihKTM9U9rsfFfV758eKK5rSWD-dx_QdxfuCY06xFS29e9vkDQT_YHAd3aqm7zsfJpIRLOtNUFN91Ua7bSBQ/s1600/Snap37.png" /></a><br />
<br />
Refresh the status until the progress is 100%.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXpMDhw5SQAg_OnRaCX0hkHGaNkN2xq1_QnO4EoCnty1-GOosOT3kJGn_d1a6O6gN_tReU3N4szSo-AoK4ZebibSdlJgQfmcbcpzrcrrHh5XY7_97j_nlpcgDVmWtKlw7dOaL_Ba2nhG8/s1600/Snap38.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXpMDhw5SQAg_OnRaCX0hkHGaNkN2xq1_QnO4EoCnty1-GOosOT3kJGn_d1a6O6gN_tReU3N4szSo-AoK4ZebibSdlJgQfmcbcpzrcrrHh5XY7_97j_nlpcgDVmWtKlw7dOaL_Ba2nhG8/s1600/Snap38.png" height="308" width="640" /></a><br />
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Then we can open the new created HFM application!<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyFjQYU9Zmmx_Xj9WM7u3HCXBS7mBpFz7Hyp4Vk-A2MlO8Tjzzh874X3b0LNTPl1Ze5q2nnNOHEF4GrvDwp0MF3j9dsEwHYAhyphenhyphenpTAesu0hmiUR0g6GK66GMSQu09wI63sBm9xhee18H1s/s1600/Snap39.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyFjQYU9Zmmx_Xj9WM7u3HCXBS7mBpFz7Hyp4Vk-A2MlO8Tjzzh874X3b0LNTPl1Ze5q2nnNOHEF4GrvDwp0MF3j9dsEwHYAhyphenhyphenpTAesu0hmiUR0g6GK66GMSQu09wI63sBm9xhee18H1s/s1600/Snap39.png" height="308" width="640" /></a>Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-4148588513019914442015-04-02T00:31:00.001-07:002015-04-15T18:03:56.900-07:00Hyperion Planning - EPMAEPMA comes out from version 11, it was called BPMA before. But at the first time, the user experience is very bad when the product just launched, with many many bugs. I also gave up for many years after a terrible deployment.<br />
<br />
But the concept of EPMA is quiet good, for the enterprise with multiple similar applications to be deployed in one environment so that all these applications (Hyperion Planning, Essbase, HFM and some others) can share one dimension library. You don't need to maintain several sets of metadata at the same time for the same parts of these applications, just maintain the shared library and then all the affected applications can be updated at the same time.<br />
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So I try to pick it up at the latest version. Login to Workspace > Administer > Dimension Library, where we can maintain the shared dimension library.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhEaOUxCrIOzSfY2tNEF-xzYXqYR_Ej4vS6YSlJ-J4lbTK463R1HRqp5kV-9EmOxNoOfzJwxYLYcaLnB-G-r7L2Zub25qPbpZJvEzNiRD3hsjG13RaiGOna53xLE7JhsWUMD_BBopI0G2A/s1600/Snap1.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhEaOUxCrIOzSfY2tNEF-xzYXqYR_Ej4vS6YSlJ-J4lbTK463R1HRqp5kV-9EmOxNoOfzJwxYLYcaLnB-G-r7L2Zub25qPbpZJvEzNiRD3hsjG13RaiGOna53xLE7JhsWUMD_BBopI0G2A/s1600/Snap1.png" /></a><br />
<br />
File > New > Dimension, to create a dimension in the shared library.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgaqnhwIM12vqOku6Z0JZtMDVD4H6EmQmmB0BS9tHskz2UlutDwrkHI36t2NMWGcg4J62i8qBaVGR1JS5oGOGcJW8Z4XcouKVW8TKwBHqE4Dyp-eQOwXpUz52KlWFDZj9K_domFGQq6DjE/s1600/Snap2.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgaqnhwIM12vqOku6Z0JZtMDVD4H6EmQmmB0BS9tHskz2UlutDwrkHI36t2NMWGcg4J62i8qBaVGR1JS5oGOGcJW8Z4XcouKVW8TKwBHqE4Dyp-eQOwXpUz52KlWFDZj9K_domFGQq6DjE/s1600/Snap2.png" height="96" width="640" /></a><br />
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Input the dimension name and select the Type of the dimension.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuyIC1ar1BXvXWZSYxrpAJXkqRnrfIxkJn9-P37PcNQFyNVPZbV3iePkyX22gZcdt9DyWzc84IigXrPVToQddmSoETbB_St-uCLDz1lvqAnCVRyiiTw7Jr_csqE2jQITktxw_z5diilZ4/s1600/Snap3.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuyIC1ar1BXvXWZSYxrpAJXkqRnrfIxkJn9-P37PcNQFyNVPZbV3iePkyX22gZcdt9DyWzc84IigXrPVToQddmSoETbB_St-uCLDz1lvqAnCVRyiiTw7Jr_csqE2jQITktxw_z5diilZ4/s1600/Snap3.png" /></a><br />
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Then you can find the dimension was created in the shared library.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvXyVbk5wSvkKA9w-Erg0Bb2__PrCYE-R23gY96nZeOuxv4ThR5gct0JJDegLhyphenhyphen630XXN9fkl8JBtcfJZb2U6qNaiCMmpqo2UOmiXrL_txbsx2d5VK2pogDO4YR-vflYyJf_p9fOzBtJs/s1600/Snap4.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvXyVbk5wSvkKA9w-Erg0Bb2__PrCYE-R23gY96nZeOuxv4ThR5gct0JJDegLhyphenhyphen630XXN9fkl8JBtcfJZb2U6qNaiCMmpqo2UOmiXrL_txbsx2d5VK2pogDO4YR-vflYyJf_p9fOzBtJs/s1600/Snap4.png" height="172" width="640" /></a><br />
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Repeat the steps above to create the mandatory system dimensions for Hyperion Planning. For a non multiple currencies application, they are Account, Entity, Year, Period, Scenario, Version and Alias.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3dZ123rCYhgKfzYF0G0AaqegA-D-wfzUaSfS8xmrxh-oBWLXnfFdwgvAQl_kzJCbZR95Xll3msgrwjjZTsh-y42B5PaKyccaZJkyvA6AgILhohHvzz5c3Z4QAxHBmfcJODni9zS-MhtI/s1600/Snap5.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3dZ123rCYhgKfzYF0G0AaqegA-D-wfzUaSfS8xmrxh-oBWLXnfFdwgvAQl_kzJCbZR95Xll3msgrwjjZTsh-y42B5PaKyccaZJkyvA6AgILhohHvzz5c3Z4QAxHBmfcJODni9zS-MhtI/s1600/Snap5.png" /></a><br />
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You can find some "system members" are created automatically for these dimensions, mostly are for HFM purpose.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhOpLu7RrdiaPaH-n6eIh2OokLtwUAZfgZefeg13ZAb_buBxSeulgXvDyGIepp9J4TWALs2V8RSR3_YiWp789g_FGWIeq6SrpUHzLClo5e5TH8ACoQGdvCxqv9Stgc7rnOgmkelcmKIPFU/s1600/Snap6.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhOpLu7RrdiaPaH-n6eIh2OokLtwUAZfgZefeg13ZAb_buBxSeulgXvDyGIepp9J4TWALs2V8RSR3_YiWp789g_FGWIeq6SrpUHzLClo5e5TH8ACoQGdvCxqv9Stgc7rnOgmkelcmKIPFU/s1600/Snap6.png" /></a><br />
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You can create your custom members in the created dimensions such as below, create member as child.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivtK2UOuJqGW_l3vUD_nLkd8SlA2IvVElIeBAgGNnxaxvDzY1IW6cmGJEJ9LOfQ2mMudBp5IrR6O8MO0JoqzM4mnMgF2QqN2AswGikTiBlWoyfddlI1UC8MR9TjF4g6WurdbYG8v1nWys/s1600/Snap7.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivtK2UOuJqGW_l3vUD_nLkd8SlA2IvVElIeBAgGNnxaxvDzY1IW6cmGJEJ9LOfQ2mMudBp5IrR6O8MO0JoqzM4mnMgF2QqN2AswGikTiBlWoyfddlI1UC8MR9TjF4g6WurdbYG8v1nWys/s1600/Snap7.png" /></a><br />
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Input the member name and then press OK.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjpT8KAJS3Vyhud9-CmhiNEEnm9rCtNLm6K5wrwEbKUz_pVCS_WI5NeltXewpX9umAjWFGQLBQZIkqvAdJnIHC1rbtW-ZA0duMDonmFhoR9zebni3BVXWuCT6rPw7Lua4fvA4Q0Q6m2PVA/s1600/Snap9.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjpT8KAJS3Vyhud9-CmhiNEEnm9rCtNLm6K5wrwEbKUz_pVCS_WI5NeltXewpX9umAjWFGQLBQZIkqvAdJnIHC1rbtW-ZA0duMDonmFhoR9zebni3BVXWuCT6rPw7Lua4fvA4Q0Q6m2PVA/s1600/Snap9.png" /></a><br />
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You can find the member was added successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCbykrySZ_a-Z4X7PeYXyO8Eb7XUqiDngt18cA9KPKBHX9PihyCQG1abuwoFkXlac-eUZXytrRDVjNGYVtcnxykjWxXl4Gl5jJfY05BazHFAcFKodVeIawPCgo-cw-ft2R-WWEe80uoGY/s1600/Snap10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCbykrySZ_a-Z4X7PeYXyO8Eb7XUqiDngt18cA9KPKBHX9PihyCQG1abuwoFkXlac-eUZXytrRDVjNGYVtcnxykjWxXl4Gl5jJfY05BazHFAcFKodVeIawPCgo-cw-ft2R-WWEe80uoGY/s1600/Snap10.png" /></a><br />
<br />
Create the following members for Period dimension, which is required by Hyperion Planning when you want to plan by months in this application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijbF8myluuNjxqA8gxT6Hy1lxJDpF5O3Dp8AQxa9Gm7qwvdbxMOuXbAbLgt7SbOF8sYZb5EkrS0cDs1fnfWVQ4kHmW8ufg8aW3VAThS7LeUCkJsmYaE9zOW8FwIqkqvI2KmP17wMFQUHo/s1600/Snap11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijbF8myluuNjxqA8gxT6Hy1lxJDpF5O3Dp8AQxa9Gm7qwvdbxMOuXbAbLgt7SbOF8sYZb5EkrS0cDs1fnfWVQ4kHmW8ufg8aW3VAThS7LeUCkJsmYaE9zOW8FwIqkqvI2KmP17wMFQUHo/s1600/Snap11.png" /></a><br />
<br />
You can change the member property as below. Select the member you want to change, select the Category to Planning in the Properties window.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgEDHJLQ_UQAForx6rrGVGvjaV7GFj_AjXew6Ow4qABkfViJAtu046EMoBH6STEFvbwF5Axg32grMzexXiJ03PixCXsW42_PAhmSoR9itoCjUD4Q_WSdoggxzujINv_VIihgR2dDYN7OaA/s1600/Snap14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgEDHJLQ_UQAForx6rrGVGvjaV7GFj_AjXew6Ow4qABkfViJAtu046EMoBH6STEFvbwF5Axg32grMzexXiJ03PixCXsW42_PAhmSoR9itoCjUD4Q_WSdoggxzujINv_VIihgR2dDYN7OaA/s1600/Snap14.png" height="82" width="640" /></a><br />
<br />
Then change the setting for this member.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwi7RZ_XpOwl4z4EhGTdZ8-I5t1p27O_hmgL0WcJIWv5-reV_FZou_V6ffFwB0SmxFDaMc8k2X6M9YOl-MGbqc68d6Ou6LitV4RKwB9Dn1xIiwBLeC9y_nunmu2rar8PLHWMC0Us3woNI/s1600/Snap15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwi7RZ_XpOwl4z4EhGTdZ8-I5t1p27O_hmgL0WcJIWv5-reV_FZou_V6ffFwB0SmxFDaMc8k2X6M9YOl-MGbqc68d6Ou6LitV4RKwB9Dn1xIiwBLeC9y_nunmu2rar8PLHWMC0Us3woNI/s1600/Snap15.png" height="373" width="640" /></a><br />
<br />
After all the settings are done, click Save to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh61gA68Yj6_YFEu0F3_Y9OJAiEdRBxggMDjKxrkKHQxhnhB9iRHO6O2GGaZ4VA60XAeeQuU7Oma_LJR9WPaGgbvCrIUkLKSifnttIivw0l1NHUxntk2JT1NyTSTRplEaJLco9ZjiuVcUY/s1600/Snap16.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh61gA68Yj6_YFEu0F3_Y9OJAiEdRBxggMDjKxrkKHQxhnhB9iRHO6O2GGaZ4VA60XAeeQuU7Oma_LJR9WPaGgbvCrIUkLKSifnttIivw0l1NHUxntk2JT1NyTSTRplEaJLco9ZjiuVcUY/s1600/Snap16.png" height="374" width="640" /></a><br />
<br />
Then we can try to create application in EPMA, Administer > Application Library.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinjoTQivr7rNZkuVK0GVbNpPQCo4TLTK2vDL7rDPjBOluk6hnbhVjRpNEigGBzsSAaXRzz9d146sPbH8qcwW_WmOiGXvK5m0vh0fo2kA0pz1PyGl1_yUal3KTF5lBeEZhsyK2jYTftsXU/s1600/Snap17.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinjoTQivr7rNZkuVK0GVbNpPQCo4TLTK2vDL7rDPjBOluk6hnbhVjRpNEigGBzsSAaXRzz9d146sPbH8qcwW_WmOiGXvK5m0vh0fo2kA0pz1PyGl1_yUal3KTF5lBeEZhsyK2jYTftsXU/s1600/Snap17.png" /></a><br />
<br />
Information shows below if there is no application created before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJ7AMKOVJcW-YCdfoktchSWqqbNNbIiBjNbVjvxgXZNQ3smfBUX6Y5MrGIE7jyUYBxFftQOvPfleVUj00wOed31bQkh0x21M5JGmZbHaWmz8zBFzml5UlNVbFMyxpQAY4HGYfx6vSCapg/s1600/Snap18.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJ7AMKOVJcW-YCdfoktchSWqqbNNbIiBjNbVjvxgXZNQ3smfBUX6Y5MrGIE7jyUYBxFftQOvPfleVUj00wOed31bQkh0x21M5JGmZbHaWmz8zBFzml5UlNVbFMyxpQAY4HGYfx6vSCapg/s1600/Snap18.png" /></a><br />
<br />
File > New > Application, to create a new application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMOA851qbhREMVJqL4NHa1EBVMYNbaNjVnePGf32-oicajNhBOFxc-cR876Pp7Qv9jSeMt3MfGGgcLKKNIFvSQl6PdcAws2yZ9xApNGNBoiXsDFkGFEYKlM0wzZOscH0rrUBt8-GSLpbs/s1600/Snap19.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMOA851qbhREMVJqL4NHa1EBVMYNbaNjVnePGf32-oicajNhBOFxc-cR876Pp7Qv9jSeMt3MfGGgcLKKNIFvSQl6PdcAws2yZ9xApNGNBoiXsDFkGFEYKlM0wzZOscH0rrUBt8-GSLpbs/s1600/Snap19.png" /></a><br />
<br />
Input the name of application, select the type to Planning, and then after all the settings are done click Next.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgypExDVSsKPjVOk4Un8WcWpNuuX1PwmZzfXX2Isg_RjeSY_jenlL7nWZ06qYPYoRWWYCWtc-hk3ATva6rFF9R_3oIl04ebN_PWG8t5OP-7x82DylB97XvjWnfOm02kKpadYndSgutD1Yg/s1600/Snap20.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgypExDVSsKPjVOk4Un8WcWpNuuX1PwmZzfXX2Isg_RjeSY_jenlL7nWZ06qYPYoRWWYCWtc-hk3ATva6rFF9R_3oIl04ebN_PWG8t5OP-7x82DylB97XvjWnfOm02kKpadYndSgutD1Yg/s1600/Snap20.png" height="276" width="640" /></a><br />
<br />
In this case we don't have custom dimensions so that we click Next to move on.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_yVFNom0FSYPlr1ozsVLb2p_MrbvrRGatwHH9xJurJfq82zHYtWmR1ImoCJFOK3KqbWID_8O465Arxl3sqNfKPgRL3STMIFa7K6LKY_eoidxmxKP_dJ5fqGN0UYalTFri29d5O2JWTKU/s1600/Snap21.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_yVFNom0FSYPlr1ozsVLb2p_MrbvrRGatwHH9xJurJfq82zHYtWmR1ImoCJFOK3KqbWID_8O465Arxl3sqNfKPgRL3STMIFa7K6LKY_eoidxmxKP_dJ5fqGN0UYalTFri29d5O2JWTKU/s1600/Snap21.png" height="265" width="640" /></a><br />
<br />
You can find the application settings as below. Expand the application to Year dimension, right click the No Year member and then exclude it. (For it can't be excluded once the application is deployed.)<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiusTNY46ejJMRmGGjj0J2mQknmUKim1lje7AO-oy0gNkwbMsdNdi2ItN-WnnEi9ZiRqVGyvVMPmnEvevIorTp5hnKWY7oHULAmXRyDFXe3qwWfROCbXnSA4g0sfRz2v4t-TxuhsuRzbMQ/s1600/Snap22(1).png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiusTNY46ejJMRmGGjj0J2mQknmUKim1lje7AO-oy0gNkwbMsdNdi2ItN-WnnEi9ZiRqVGyvVMPmnEvevIorTp5hnKWY7oHULAmXRyDFXe3qwWfROCbXnSA4g0sfRz2v4t-TxuhsuRzbMQ/s1600/Snap22(1).png" height="274" width="640" /></a><br />
<br />
Then you can try to click Validate to validate the settings.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7QuTBkAgxfU3nlIWW8XD99yY6OEraJey7I0lfc3Ta7rZR9NTqzwMYpACQW5WrQWd-5XQG40IGa8_GRctHiat240FgHHbJfaSeCKmIJjEfWiJwwNT-rUzip05vf5BuVwykQoYG1p8Fho0/s1600/Snap22.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7QuTBkAgxfU3nlIWW8XD99yY6OEraJey7I0lfc3Ta7rZR9NTqzwMYpACQW5WrQWd-5XQG40IGa8_GRctHiat240FgHHbJfaSeCKmIJjEfWiJwwNT-rUzip05vf5BuVwykQoYG1p8Fho0/s1600/Snap22.png" height="264" width="640" /></a><br />
<br />
The following messages will show out if some of the settings are wrong.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh32SVWe4UD3F307bdWsZ6ZqMU_I8V-NWgrsl2j_UNkogRK2Ejyn-95vKZ23EVGFpHqokS88Qqk-1rNEeA-OJwm7h-mWkEhMorZXZRcmRiOlOKJR_YjTWKtVued46RZKSOgx8_rUXxOqmE/s1600/Snap23.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh32SVWe4UD3F307bdWsZ6ZqMU_I8V-NWgrsl2j_UNkogRK2Ejyn-95vKZ23EVGFpHqokS88Qqk-1rNEeA-OJwm7h-mWkEhMorZXZRcmRiOlOKJR_YjTWKtVued46RZKSOgx8_rUXxOqmE/s1600/Snap23.png" height="264" width="640" /></a><br />
<br />
Return to the dimension library, change the period type for all the period dimension members. For the base members, set to Base Time Period; for the quarter members, set to Summary Time Period; for the YearTotal member, set to Year Time Period.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEitAW52EKHoW5ZHlPvd9zCXPrES-3aDpigIqHrrEr0Gjf26VQLomI7sjCl19Yar181kl3VhoHl-F3GZUTztHzwbEJRTWFVTqlq-3uJSTTIKFUkMTciw4HuXfoGpjkDRE0f6l59sRf3iWME/s1600/Snap24.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEitAW52EKHoW5ZHlPvd9zCXPrES-3aDpigIqHrrEr0Gjf26VQLomI7sjCl19Yar181kl3VhoHl-F3GZUTztHzwbEJRTWFVTqlq-3uJSTTIKFUkMTciw4HuXfoGpjkDRE0f6l59sRf3iWME/s1600/Snap24.png" height="252" width="640" /></a><br />
<br />
After the settings are done and validate the application again, click Finish to continue. Then you can find the view below, the shared library view, the application view, and the properties window.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYK_SEZbAApUyk2_1b5strF0q6R809ABozCjUDpGePgiUQtULhECdSqrJOixIZHIIEtHY5wLQImVXjdysAIXuSThHO_gfLJhmfcMFGOBvQhhvXaOD8FnEeJz72_v5kQX-dkT6ZhL1vQRk/s1600/Snap26.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYK_SEZbAApUyk2_1b5strF0q6R809ABozCjUDpGePgiUQtULhECdSqrJOixIZHIIEtHY5wLQImVXjdysAIXuSThHO_gfLJhmfcMFGOBvQhhvXaOD8FnEeJz72_v5kQX-dkT6ZhL1vQRk/s1600/Snap26.png" height="274" width="640" /></a><br />
<br />
Then switch to the application library, you can find the new created application here. But this is only the application in EPMA, you need to deploy it to Hyperion Planning. Right click the application > Deploy > Application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb7sro-A0zJl5oRI6BoFZIw9NzdIci_i__NpMh6tN-w7iJ2deJrYf47_QCTTi6nhDOundG_YkFymrOdNlzGu2Cht5X6CFejYfX1cmxcWdVPIpitiBnEdgvQezuf9IQeIB7l9cu4DyysmM/s1600/Snap27.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb7sro-A0zJl5oRI6BoFZIw9NzdIci_i__NpMh6tN-w7iJ2deJrYf47_QCTTi6nhDOundG_YkFymrOdNlzGu2Cht5X6CFejYfX1cmxcWdVPIpitiBnEdgvQezuf9IQeIB7l9cu4DyysmM/s1600/Snap27.png" height="308" width="640" /></a><br />
<br />
Select the Shared Services Project and the Data Source of this application, for it is the first time you deploy, you can only select "Create Outline" in Essbase. Click Deploy to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1tS2k8y88aCXZvNyNU1By7hk4xX-mq-BF2Ku7C6Zbse6GcUdcTkGGueTTmmv8xqW3u2Nttb3_Xe7ssANyMwV2rfVqZTQTc2g5mkXdzP1EfCLs3Ce5JuJRWDtt71oM-1wfNSzEB4pgdwQ/s1600/Snap28.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1tS2k8y88aCXZvNyNU1By7hk4xX-mq-BF2Ku7C6Zbse6GcUdcTkGGueTTmmv8xqW3u2Nttb3_Xe7ssANyMwV2rfVqZTQTc2g5mkXdzP1EfCLs3Ce5JuJRWDtt71oM-1wfNSzEB4pgdwQ/s1600/Snap28.png" /></a><br />
<br />
The job task window pops up, click the link to see the job status.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuEIb6t9i0KRQz6iM2fc57vnnXh_4qPYZ2ojzfCn9BN1uKHqLEpwEpBdpRUshkLLMiP4WaLW87r8OaeXHiOhMYAJtX3Yr2fsLGvYjCHs26Dj2R6D_c1tvlvKv-1eLUcFEIAbUNjpuK6tQ/s1600/Snap29.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuEIb6t9i0KRQz6iM2fc57vnnXh_4qPYZ2ojzfCn9BN1uKHqLEpwEpBdpRUshkLLMiP4WaLW87r8OaeXHiOhMYAJtX3Yr2fsLGvYjCHs26Dj2R6D_c1tvlvKv-1eLUcFEIAbUNjpuK6tQ/s1600/Snap29.png" /></a><br />
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You can refresh the status until it is completed.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZBcWgOhdHsmJa3I6ofOXDC_8BlJRc1F1QdIusGxi3BFgF66lH9XHR5Xu8y86r04D-loQtcvzxxb9lvjFoG7TaP33ChtDKBq1mi7aB8fsYidAA7m8FsyiKQrl5TuiUqPWCfyIOkIZ4mLw/s1600/Snap30.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZBcWgOhdHsmJa3I6ofOXDC_8BlJRc1F1QdIusGxi3BFgF66lH9XHR5Xu8y86r04D-loQtcvzxxb9lvjFoG7TaP33ChtDKBq1mi7aB8fsYidAA7m8FsyiKQrl5TuiUqPWCfyIOkIZ4mLw/s1600/Snap30.png" height="274" width="640" /></a><br />
<br />
Then you can find the application created in Hyperion Planning. (You may need to click Refresh to refresh the application list.)<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgilDcLGVfFI0LtlWPf4RMvJHo6XnY64GjjVUjwUxR43n9I9eHlDfvWCREI1e3UcHBNb79bxb1XPydeLWQ2Mc9zJTngbYT6xW8uKYeDisqmo3vWZZD3f8Mpdb9MGTM6F4hkq-TnAN3zFzI/s1600/Snap31.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgilDcLGVfFI0LtlWPf4RMvJHo6XnY64GjjVUjwUxR43n9I9eHlDfvWCREI1e3UcHBNb79bxb1XPydeLWQ2Mc9zJTngbYT6xW8uKYeDisqmo3vWZZD3f8Mpdb9MGTM6F4hkq-TnAN3zFzI/s1600/Snap31.png" /></a><br />
<br />
Open the Planning application, you can find the dimensions and members cannot be edited in the EPMA created application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinqp2yes7wt2kyKVvES-qbd2TYON-daB_cRDXiQitpr8AAyZQ8VWNgUFNgECJxUnSihw3_51IC2fYdsVroigH272DN5ub3v6BUQsyPNUXC_XuIwlUkiLIFqSIyVFwbiLwxVRiMHV7O5a0/s1600/Snap32.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinqp2yes7wt2kyKVvES-qbd2TYON-daB_cRDXiQitpr8AAyZQ8VWNgUFNgECJxUnSihw3_51IC2fYdsVroigH272DN5ub3v6BUQsyPNUXC_XuIwlUkiLIFqSIyVFwbiLwxVRiMHV7O5a0/s1600/Snap32.png" height="94" width="640" /></a><br />
<br />
Then let's have a look how to load multiple members in a batch to EPMA dimensions. You can install an EPMA client first, and then you can find this in your start menu. Open EPMA File Generator.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgY1PPWRfYjK53LptOeBvZmB22LKajrQS4Ninm13zu9z60wAJT5MGlWsM3O5OqEJUOZwx-IPIgShLeIVEXZQDxGspZM4aBdwv0jxheiXlyWvE3NOX5ndEaFz4oUUL2iiXzVZSU4dUaUJFs/s1600/Snap33.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgY1PPWRfYjK53LptOeBvZmB22LKajrQS4Ninm13zu9z60wAJT5MGlWsM3O5OqEJUOZwx-IPIgShLeIVEXZQDxGspZM4aBdwv0jxheiXlyWvE3NOX5ndEaFz4oUUL2iiXzVZSU4dUaUJFs/s1600/Snap33.png" /></a><br />
<br />
This is a client which can let you export the existing EPMA application metadata to a local text file. Switch to "From EPMA Application" tab, input User Name and Password, the EPMA Application Name, and select the local path that you want to extract the metadata file. You can uncheck the "Save metadata file" option for it will generate another xml file which is no use at this time. Click Execute to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFDRzJubhjPLkkYQsbSQP90hBpcqJIq7mgVBMaeWFqZlmvKsJUx44DArZF-z8mlA3cY_iRxZAiZZKeD3V_XS5w8Njz6L0viw4IMCQFRlJAnBFvE5e0M1bmRoIXXryiwNAYOTz1TYshM4E/s1600/Snap34.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFDRzJubhjPLkkYQsbSQP90hBpcqJIq7mgVBMaeWFqZlmvKsJUx44DArZF-z8mlA3cY_iRxZAiZZKeD3V_XS5w8Njz6L0viw4IMCQFRlJAnBFvE5e0M1bmRoIXXryiwNAYOTz1TYshM4E/s1600/Snap34.png" height="538" width="640" /></a><br />
<br />
Then you can find the status as below, which means the execution is successful.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihose8_lQsFsTR6wvh_MTiKUNI9b6wOESatnIIaEtk9iBjtYbAJg-x2TUlHEORVQK9CvWxLG2Qd3bPNFfTbq6CWh1D3QLFGZRgzI0-BoYDo9rtthN2BYzkB_xtSbMj7oaN0mGlDlZ71Nk/s1600/Snap35.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihose8_lQsFsTR6wvh_MTiKUNI9b6wOESatnIIaEtk9iBjtYbAJg-x2TUlHEORVQK9CvWxLG2Qd3bPNFfTbq6CWh1D3QLFGZRgzI0-BoYDo9rtthN2BYzkB_xtSbMj7oaN0mGlDlZ71Nk/s1600/Snap35.png" height="538" width="640" /></a><br />
<br />
You can find the file was generated in the path you set before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVkx2fwSzAWv_AWEykHztBhc8jYEWxePny2jH9ahoVUxGa_qa7Q9oWFa5OtYw0uaes4eAisVObomlHF-pnPR70qWBWwd0OuHG5IZoU8gb-N-s-Ey1RgCGv36t2G_vO4VEQXnrK4t2lqqc/s1600/Snap36.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVkx2fwSzAWv_AWEykHztBhc8jYEWxePny2jH9ahoVUxGa_qa7Q9oWFa5OtYw0uaes4eAisVObomlHF-pnPR70qWBWwd0OuHG5IZoU8gb-N-s-Ey1RgCGv36t2G_vO4VEQXnrK4t2lqqc/s1600/Snap36.png" height="144" width="640" /></a><br />
<br />
Open the file in a text editor, you can find the application's metadata setting as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiwgJL6JH-FIJJclfnjTnsNox2fdBkhF8pKqTM0ipkoy0DoDMLR-9gEnVsLe_a9ycTkC-4Jiu2GSMpKrGZp3Rhyphenhyphenera9jRrU34FnR9F-MSUuR4S6KW6DzrsYLnauIHkK_kkoG0LhSj1L0U/s1600/Snap37.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiwgJL6JH-FIJJclfnjTnsNox2fdBkhF8pKqTM0ipkoy0DoDMLR-9gEnVsLe_a9ycTkC-4Jiu2GSMpKrGZp3Rhyphenhyphenera9jRrU34FnR9F-MSUuR4S6KW6DzrsYLnauIHkK_kkoG0LhSj1L0U/s1600/Snap37.png" height="284" width="640" /></a><br />
<br />
You can try to add members under the dimensions, and then save the file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgS2hvY2CeynSFKK99kSSs_HncvtKXiBQ9HbUEX5yoLv8vXYiDHrlFpF4HG_DRZoPdaiU9qJVGvd9iPMze8_n7ysCbCSdaD0gdq3kjDMJqjbgfEqRYz6sZjFWMzbeFUX7u32cSGgEddpXM/s1600/Snap38.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgS2hvY2CeynSFKK99kSSs_HncvtKXiBQ9HbUEX5yoLv8vXYiDHrlFpF4HG_DRZoPdaiU9qJVGvd9iPMze8_n7ysCbCSdaD0gdq3kjDMJqjbgfEqRYz6sZjFWMzbeFUX7u32cSGgEddpXM/s1600/Snap38.png" height="284" width="640" /></a><br />
<br />
Then return to the dimension library in workspace, File > Import > Create Profile.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheoKbgslsaLu5AHF_O1u0NzGssurV2wr6evB_0_PXp36zqVYR8fAUvlYr3oxpHILdSzz02PZ8R1I6TxUDnmE1331wsCTDkY91OT-ythtY4L7RVgGqcXwPfUlD2m4pWqxi4zZSw-wtNFvE/s1600/Snap39(1).png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheoKbgslsaLu5AHF_O1u0NzGssurV2wr6evB_0_PXp36zqVYR8fAUvlYr3oxpHILdSzz02PZ8R1I6TxUDnmE1331wsCTDkY91OT-ythtY4L7RVgGqcXwPfUlD2m4pWqxi4zZSw-wtNFvE/s1600/Snap39(1).png" /></a><br />
<br />
Input the Profile Name and then click Browse to select the file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilN7blsn_WrT6xJbJWNxJSByaCvRc5b0wh75XG-iyzWgiDLYR2UgAWhuYnYBSob0MKzXTZ09_OOn-asr5e3GWnCSUbaOjpdlMHNpp-r2yJArrMroFnzG99fe1eaRx5vUX-mT_txUw62T4/s1600/Snap39(2).png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilN7blsn_WrT6xJbJWNxJSByaCvRc5b0wh75XG-iyzWgiDLYR2UgAWhuYnYBSob0MKzXTZ09_OOn-asr5e3GWnCSUbaOjpdlMHNpp-r2yJArrMroFnzG99fe1eaRx5vUX-mT_txUw62T4/s1600/Snap39(2).png" /></a><br />
<br />
Click Browse to select the file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiUj0G8CSKCoUj2U2SWwo2lQH53amN13vrQOtwsuyYKbr3CV8P2WbkH0ajerP5KwfJ6s7Vfc3ePI-XHKP82rZV0wVtzgH9SUyOzmOQtoa-4RLreI0Ak37FDtg65_V-wfyfnGUHA9H3AH0s/s1600/Snap39(4).png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiUj0G8CSKCoUj2U2SWwo2lQH53amN13vrQOtwsuyYKbr3CV8P2WbkH0ajerP5KwfJ6s7Vfc3ePI-XHKP82rZV0wVtzgH9SUyOzmOQtoa-4RLreI0Ak37FDtg65_V-wfyfnGUHA9H3AH0s/s1600/Snap39(4).png" /></a><br />
<br />
Select the ads file we saved before, click Upload to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhiwTOgFrg7kZeFIrXdldwAeVn3vqVBrqtd9-N6and2ld1K97IQ1nj5vxZ3Z44RvhQsd7N5NqJfXddfbFyqzNEc_veRgN08a9CGPYIWrZyNnyt8lqVP7xc0F3dDaF2imYca3Gv2Eg2HdAc/s1600/Snap39(5).png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhiwTOgFrg7kZeFIrXdldwAeVn3vqVBrqtd9-N6and2ld1K97IQ1nj5vxZ3Z44RvhQsd7N5NqJfXddfbFyqzNEc_veRgN08a9CGPYIWrZyNnyt8lqVP7xc0F3dDaF2imYca3Gv2Eg2HdAc/s1600/Snap39(5).png" /></a><br />
<br />
Click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHlUBGs_LxuALKA2qAbYC5jjsDg_jk9sXwnkTfnj2FXn0M2ajJVB2PWRrDihv5utf7wbz5yVzqKLkcFEj5Sm0nI3_JfkUoj9nOkEpadY2AXECIMY4r22t8_96rnwAPYi5zJo0IDQDkokg/s1600/Snap49.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHlUBGs_LxuALKA2qAbYC5jjsDg_jk9sXwnkTfnj2FXn0M2ajJVB2PWRrDihv5utf7wbz5yVzqKLkcFEj5Sm0nI3_JfkUoj9nOkEpadY2AXECIMY4r22t8_96rnwAPYi5zJo0IDQDkokg/s1600/Snap49.png" /></a><br />
<br />
Select the Column Delimiter to "|", which is consistent with the ads file, then click Next.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvQhLh_2poqc36mFz8WXkrlpOkFBCjnkRq5wAZbpFiJkE9umlrs_vCUzM_v-aYcnzZ4r1hLLJY9Nti3LMWzcTdANShE75TjfIFDM4rZlHuAKTyNvt5MgW_oLp3wJhxCmVoRwADcYoTDu4/s1600/Snap50.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvQhLh_2poqc36mFz8WXkrlpOkFBCjnkRq5wAZbpFiJkE9umlrs_vCUzM_v-aYcnzZ4r1hLLJY9Nti3LMWzcTdANShE75TjfIFDM4rZlHuAKTyNvt5MgW_oLp3wJhxCmVoRwADcYoTDu4/s1600/Snap50.png" height="275" width="640" /></a><br />
<br />
Keep the settings as below, click Next to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhVq3IBw8wZAU4RRudGOkYM9lmwDSFxnEqbM7VPGWbRDsFr6eIIsFUF65oZIB4MxyNnJT-P7gDqxKNDdxuVu-aUNCwTZj2o6jZuAzVTNF5wRX5L8zRAWwYZJnm_qIdgK-sIuPi6E07l08g/s1600/Snap51.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhVq3IBw8wZAU4RRudGOkYM9lmwDSFxnEqbM7VPGWbRDsFr6eIIsFUF65oZIB4MxyNnJT-P7gDqxKNDdxuVu-aUNCwTZj2o6jZuAzVTNF5wRX5L8zRAWwYZJnm_qIdgK-sIuPi6E07l08g/s1600/Snap51.png" height="274" width="640" /></a><br />
<br />
Click Finish to save the profile.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAxSQ82jOLsv-xjfrKrhQ4HdhbGOVVbQoWb3YSb_-_FSuwjJMFxf-yH6xvZgrTigU26cz1u_m8y1CLwO_qAVOptd9h_E7v8ouu9SbzDpzyuCeH-pNIlrsO7pm7JteNynaRVwm5vjcGmes/s1600/Snap52.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAxSQ82jOLsv-xjfrKrhQ4HdhbGOVVbQoWb3YSb_-_FSuwjJMFxf-yH6xvZgrTigU26cz1u_m8y1CLwO_qAVOptd9h_E7v8ouu9SbzDpzyuCeH-pNIlrsO7pm7JteNynaRVwm5vjcGmes/s1600/Snap52.png" height="274" width="640" /></a><br />
<br />
The profile was successfully created, click No and we can execute it later.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRpVD5Ec7poRtE4WyIj9ANgGKrudtY8CacmDWXqCsodRcrLL-L_0ef71ezmQ-s962BLgsx9AZc08Sk10qaqpJg8IFeRArOdFw0eCmYiTDea6cOzBk0-LMr2xK2_rQERrwzGSubgk9Kmlo/s1600/Snap53.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRpVD5Ec7poRtE4WyIj9ANgGKrudtY8CacmDWXqCsodRcrLL-L_0ef71ezmQ-s962BLgsx9AZc08Sk10qaqpJg8IFeRArOdFw0eCmYiTDea6cOzBk0-LMr2xK2_rQERrwzGSubgk9Kmlo/s1600/Snap53.png" /></a><br />
<br />
Then we can import the dimension with the created profile now. File > Import > Import Dimensions.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBC3Mm7ewojLaDvAJfL7HaX6-YkiRu53crfBASPav1NrSpxv48BoKO2LBOIb6zsmPXZc_VjGFRghmo7m6y3eoUbEraWxw3jVD2TR1HYfBUcRx2Qfb3YQ08kThm8ATcmMLCBe6F6Z74bXQ/s1600/Snap54.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBC3Mm7ewojLaDvAJfL7HaX6-YkiRu53crfBASPav1NrSpxv48BoKO2LBOIb6zsmPXZc_VjGFRghmo7m6y3eoUbEraWxw3jVD2TR1HYfBUcRx2Qfb3YQ08kThm8ATcmMLCBe6F6Z74bXQ/s1600/Snap54.png" /></a><br />
<br />
Select the profile we created before, click Browse to select the file to import.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlW0F9MjLp-DNXWvgamnDbcyHmSRjoRDxiRwTSe-jh9pBQZc5eynxqcMvDTsYxpR6Q3X00i7Gh7052XsYMT5AlrC8a9zL_TYGBH_CsjZZLY_2GB8Nn8aAr3_umXZQwR00uxL-yAi_Rs9A/s1600/Snap55.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlW0F9MjLp-DNXWvgamnDbcyHmSRjoRDxiRwTSe-jh9pBQZc5eynxqcMvDTsYxpR6Q3X00i7Gh7052XsYMT5AlrC8a9zL_TYGBH_CsjZZLY_2GB8Nn8aAr3_umXZQwR00uxL-yAi_Rs9A/s1600/Snap55.png" /></a><br />
<br />
Click Browse to select the file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-D_f-uRO1Zsr0l5sBIszDIqGVoRQtA5dkEJEhjJ63SxyRpH5vwaDOOaSwqAdA2rd9UIYlm0YJafAkdzJVJnPmOpJSleU9oL7oBJJjWFd-vI4sQvsvXElQANxa8sgiuliK_CEYVYiZzMM/s1600/Snap56.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-D_f-uRO1Zsr0l5sBIszDIqGVoRQtA5dkEJEhjJ63SxyRpH5vwaDOOaSwqAdA2rd9UIYlm0YJafAkdzJVJnPmOpJSleU9oL7oBJJjWFd-vI4sQvsvXElQANxa8sgiuliK_CEYVYiZzMM/s1600/Snap56.png" /></a><br />
<br />
Select the ads file we saved before, click Upload to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHNcHUf31fyr9prciyJq84q_xZNy_Wae6YADpy53j3EEJha8HbVFlkSFyCzYUc8kdZ0wPPlxLlz2TYPBs070yAOKa36uHXHtymo3s_03RGTZr9U7-e27_BJ4ztH5Ko6rZq4cYcwJ2yiuY/s1600/Snap57.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHNcHUf31fyr9prciyJq84q_xZNy_Wae6YADpy53j3EEJha8HbVFlkSFyCzYUc8kdZ0wPPlxLlz2TYPBs070yAOKa36uHXHtymo3s_03RGTZr9U7-e27_BJ4ztH5Ko6rZq4cYcwJ2yiuY/s1600/Snap57.png" /></a><br />
<br />
Click Import to import the dimensions.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3EiUH-YyC-z9axkdbsdWYjpElb8wpC9_wGhKpAte50Ub-QxgTUSav96UvI-yBQAhRVnfQ6jxxF_dt3owocFgixA-rE7-ntF00Is3n909yaK6Kf_uRzEP9AcJjKNVtOqS9JsKABAhvujY/s1600/Snap58.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3EiUH-YyC-z9axkdbsdWYjpElb8wpC9_wGhKpAte50Ub-QxgTUSav96UvI-yBQAhRVnfQ6jxxF_dt3owocFgixA-rE7-ntF00Is3n909yaK6Kf_uRzEP9AcJjKNVtOqS9JsKABAhvujY/s1600/Snap58.png" /></a><br />
<br />
Click the link to see the job status.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGW__f_tSCDpvzwu2Hz7ya5Qh2V7mXVZhOvAyjG5P0BnamCKhDjYUiT4AuZMRkoZzro4Q9BwPJS31YktkC5j7oKvm0n3AUxvXv9_99gwivPFG5_oXaI1IjEI6dA3F4TVGlFmG2YqgXopw/s1600/Snap59.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGW__f_tSCDpvzwu2Hz7ya5Qh2V7mXVZhOvAyjG5P0BnamCKhDjYUiT4AuZMRkoZzro4Q9BwPJS31YktkC5j7oKvm0n3AUxvXv9_99gwivPFG5_oXaI1IjEI6dA3F4TVGlFmG2YqgXopw/s1600/Snap59.png" /></a><br />
<br />
Once the status is completed, you can return to the dimension library and find the members are added successfully in both the shared library and the application view.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsNcsnHBBEiQ1wO88NJCBfdJQX6YqvfrQ9wdiwWfz8mpOh8UoFU25BSiKgiamaJxobtMDMSeHoykfXr8OOk6kULRQ03G-4cXH1f4zjw3ni-h6kaPKx9w1f1Tbarnxa7IZITmIGEanqdx8/s1600/Snap61.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsNcsnHBBEiQ1wO88NJCBfdJQX6YqvfrQ9wdiwWfz8mpOh8UoFU25BSiKgiamaJxobtMDMSeHoykfXr8OOk6kULRQ03G-4cXH1f4zjw3ni-h6kaPKx9w1f1Tbarnxa7IZITmIGEanqdx8/s1600/Snap61.png" height="210" width="640" /></a><br />
<br />
Go to the application library, deploy the application again.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigab_u-lWHI1yD3aZJp7NUjm0N9Ik_tC808CG5XhQdrS6EUo3h4QqaheeN4FlHkZQAFLfRALeLo22a1kpUCH8C-gGZdqphEYhuyK7cohhJMF8SwxpTLefHQp0ZUCcB8ya4j-5nQssoEec/s1600/Snap62.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigab_u-lWHI1yD3aZJp7NUjm0N9Ik_tC808CG5XhQdrS6EUo3h4QqaheeN4FlHkZQAFLfRALeLo22a1kpUCH8C-gGZdqphEYhuyK7cohhJMF8SwxpTLefHQp0ZUCcB8ya4j-5nQssoEec/s1600/Snap62.png" height="212" width="640" /></a><br />
<br />
At this time, you can select Refresh Outline to Essbase.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWP3MTY59RouIUD4C7lXxR0Erd_YSPJpsFFwffXNb6YG-AofX7N8_P-0CIvjOX3qzKf-3wPMqvwNh_7ZefuzgSM52X4QDovYzHLCwkXjzkMZ4Qx6FjADZ-qLnJvit3b2_qemEYp4I_kbM/s1600/Snap73.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWP3MTY59RouIUD4C7lXxR0Erd_YSPJpsFFwffXNb6YG-AofX7N8_P-0CIvjOX3qzKf-3wPMqvwNh_7ZefuzgSM52X4QDovYzHLCwkXjzkMZ4Qx6FjADZ-qLnJvit3b2_qemEYp4I_kbM/s1600/Snap73.png" /></a><br />
<br />
You can find the new added members are deployed to Hyperion Planning successfully now.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj928tt0tTi5uoMuURzipwGzTQjqj02ir64JIrYSmrkawDuLiXmJohiuNuTROJSaRic6FC_T3e6ZkrSqL_FOL9EmMeF7Mrk3VhBT85qpPzrVHiUAE2UYpnUq1ORsGI4P7yzGhCgYvgK8e0/s1600/Snap74.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj928tt0tTi5uoMuURzipwGzTQjqj02ir64JIrYSmrkawDuLiXmJohiuNuTROJSaRic6FC_T3e6ZkrSqL_FOL9EmMeF7Mrk3VhBT85qpPzrVHiUAE2UYpnUq1ORsGI4P7yzGhCgYvgK8e0/s1600/Snap74.png" height="150" width="640" /></a><br />
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com2tag:blogger.com,1999:blog-2900039444897015685.post-81594041363991977892015-03-31T19:50:00.000-07:002015-03-31T19:50:31.208-07:00HFM 11.1.2.4 (1) - New featuresYou now create and edit application profiles on the Web instead of HFM client only. Login to Workspace > Administer > Consolidation Administration<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZBvpe0lpRGNftiQfAkJZE5Ejp4L6KLftduSmBEdlxymAS2WaAZRw1xYMIs6p-ZJHHPWS4FunrPrfqvHhrOPwAhU_sKTpD3Lc3mfqDJkENfDrPWRQ9Dn-mQX3-ZS9xZjzZ_dmUJF4BZvM/s1600/Snap119.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZBvpe0lpRGNftiQfAkJZE5Ejp4L6KLftduSmBEdlxymAS2WaAZRw1xYMIs6p-ZJHHPWS4FunrPrfqvHhrOPwAhU_sKTpD3Lc3mfqDJkENfDrPWRQ9Dn-mQX3-ZS9xZjzZ_dmUJF4BZvM/s1600/Snap119.png" /></a><br />
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Double click "Profile Editor" in the Admin Tasks<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNthyNlbjIzb-j0v2xbiXwz3Miz9WBaWe09-SxORP6X161_3qDx_W7s3P-UipZuNTCgWvPxcpIZWkTMfKtvfDwdwq7-xtfItejxxSs7U0GLbhz36LxWS2_RrjDdB2v_zNj06e0BeTYihc/s1600/Snap120.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNthyNlbjIzb-j0v2xbiXwz3Miz9WBaWe09-SxORP6X161_3qDx_W7s3P-UipZuNTCgWvPxcpIZWkTMfKtvfDwdwq7-xtfItejxxSs7U0GLbhz36LxWS2_RrjDdB2v_zNj06e0BeTYihc/s1600/Snap120.png" /></a><br />
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Then you can create a new application profile or edit an existing one. Click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi9si8tyn0pa5RO6kPATp8BscdsDwE6FqZ5sr0N9b8D1Pf3Kud8slVbIdr0htZfdv-1Slu5NnMuCyVyp4ZBzzmM5_hIAyeAaiqyhbUBkl4nVu_u7XDdU34gcscM8lJoCbBOBBfO4HxYNW4/s1600/Snap122.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi9si8tyn0pa5RO6kPATp8BscdsDwE6FqZ5sr0N9b8D1Pf3Kud8slVbIdr0htZfdv-1Slu5NnMuCyVyp4ZBzzmM5_hIAyeAaiqyhbUBkl4nVu_u7XDdU34gcscM8lJoCbBOBBfO4HxYNW4/s1600/Snap122.png" height="188" width="640" /></a><br />
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The steps are similar as before, click "Add" to add new languages of the profile.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_4eD7lhzpYdNudI3Zy2sYy3P8OHFt3CGuoW3u4i-yAGVs3A4mw-1v_vmG8AqT1gwfDRvkZMQIvf7Cxj6Dck3tqQ31sS00aihgjhweyyLTkMYQkScsKPhfAp7GyVyQB14DVTwCT1L-mpk/s1600/Snap123.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_4eD7lhzpYdNudI3Zy2sYy3P8OHFt3CGuoW3u4i-yAGVs3A4mw-1v_vmG8AqT1gwfDRvkZMQIvf7Cxj6Dck3tqQ31sS00aihgjhweyyLTkMYQkScsKPhfAp7GyVyQB14DVTwCT1L-mpk/s1600/Snap123.png" height="82" width="640" /></a><br />
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Input the language name, and click "Add" to add more if you need multiple languages. After all the languages are added, click Next to move to next setting page.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpr3EzqS7G1UZLxqrE2_r2de5GmApC5Sr72TJ2YsEnssOPm79Td-iiBo4k_s6sC2eITJWqmcQL-F4m0Wu_xhOSPdxWQhMx3XRCgjNaX4ih0OeSzoKJvnQ-Y9g1mq_SBIDH_z-8eRAGcVA/s1600/Snap124.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpr3EzqS7G1UZLxqrE2_r2de5GmApC5Sr72TJ2YsEnssOPm79Td-iiBo4k_s6sC2eITJWqmcQL-F4m0Wu_xhOSPdxWQhMx3XRCgjNaX4ih0OeSzoKJvnQ-Y9g1mq_SBIDH_z-8eRAGcVA/s1600/Snap124.png" height="80" width="640" /></a><br />
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In the Calendar setting page, same setting as before. Click Next to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqJ1-pfJ7qBjr7ZY_zHgn2sEPW_0cEa550iJTCNBzFvhl1Y5XzYnF2zdrAtJn7FZ9y_7Ee6sk7aon6ho201MNVTZIbpHg417sE9-qOtLgSrMQTzlGl1IZftPvAoRySZ3-NnPIraUQ_1Ec/s1600/Snap125.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqJ1-pfJ7qBjr7ZY_zHgn2sEPW_0cEa550iJTCNBzFvhl1Y5XzYnF2zdrAtJn7FZ9y_7Ee6sk7aon6ho201MNVTZIbpHg417sE9-qOtLgSrMQTzlGl1IZftPvAoRySZ3-NnPIraUQ_1Ec/s1600/Snap125.png" height="162" width="640" /></a><br />
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In the Frequencies page, set the description of the frequencies. Click Next to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIEqnfgDIqljGgF3zihs23oOb3YXEFEz3t2ZMTMPNKkn5YBlEjhDEA1wo8ZwjTuQ6Iri2_yULcP6KcAmvyZ2rKEQbjQt1SfIpla93OD0Gsm6CbOC6m2uizwwSGSeMf_TDu4rLa0cV40o0/s1600/Snap126.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIEqnfgDIqljGgF3zihs23oOb3YXEFEz3t2ZMTMPNKkn5YBlEjhDEA1wo8ZwjTuQ6Iri2_yULcP6KcAmvyZ2rKEQbjQt1SfIpla93OD0Gsm6CbOC6m2uizwwSGSeMf_TDu4rLa0cV40o0/s1600/Snap126.png" height="108" width="640" /></a><br />
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In the Periods page, set the descriptions of the member of period dimension. Click Next to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgt_GUD9-uY-EiWeHWoFtFeKn9QM8RfW3jZgE9rGBbcskhGraX8dZWnTHkZfMWojwAfefgV5nyyfoN5M8Gc23NcDGDqoqzRUOLH6nD-N06ZMU-Pchi7vzSuT4SlO6qOTBgWN2QetuGQ-4Q/s1600/Snap127.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgt_GUD9-uY-EiWeHWoFtFeKn9QM8RfW3jZgE9rGBbcskhGraX8dZWnTHkZfMWojwAfefgV5nyyfoN5M8Gc23NcDGDqoqzRUOLH6nD-N06ZMU-Pchi7vzSuT4SlO6qOTBgWN2QetuGQ-4Q/s1600/Snap127.png" height="246" width="640" /></a><br />
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In the Custom Dimensions page, there are 2 preset dimensions (C1, C2). The Dimension Size of them is large for them, which cannot be modified. You can add more custom dimensions as below, and select the dimension size for them. Click Save to save the profile file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigOhzpC80uhMbuyNYKiArOZXGByigfW1Wv2F5w9Z4Yn9vBiXRFZF3qhilboarM0ncn6cakcuJyNPvuv2wBHlY069qYBTAg1bp8GwSfMKvsrJ4dkpek1je3q44SZaUXMcTC_DICTO7S5SU/s1600/Snap128.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigOhzpC80uhMbuyNYKiArOZXGByigfW1Wv2F5w9Z4Yn9vBiXRFZF3qhilboarM0ncn6cakcuJyNPvuv2wBHlY069qYBTAg1bp8GwSfMKvsrJ4dkpek1je3q44SZaUXMcTC_DICTO7S5SU/s1600/Snap128.png" height="108" width="640" /></a><br />
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In this version, there are two types of file format you can select to save. One is xml, the other is binary. The binary one will have the *.per extension, which is the same as the previous versions. Select one of the file format and then click OK to save.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhoZsj7_YIuZDY14TeRsqIzzjda4y7Tw61WsNntDDuIMVdtSlc2j7zfcNYNNLNyycXRbWwOXXYdXacr863dMxGQMF39uE_C9wDnOfAk39NGaEFunudyX3msObSZmnjqN7-Ug88AEBjxOIk/s1600/Snap129.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhoZsj7_YIuZDY14TeRsqIzzjda4y7Tw61WsNntDDuIMVdtSlc2j7zfcNYNNLNyycXRbWwOXXYdXacr863dMxGQMF39uE_C9wDnOfAk39NGaEFunudyX3msObSZmnjqN7-Ug88AEBjxOIk/s1600/Snap129.png" /></a><br />
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Then you can click "Create Application" to create an HFM application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSHII8zgG264yUyXFJtdVrDJZbwPRUzivBJD2gZMckcJr5c9roXESse0xnlTI7Wt2X-vFhPkDwQdUAm736Jk-EcTJAVr9Os003iG_Ns974UTHV3Q_E2Vm11Co78iYmNuhVUGPDqriaIAM/s1600/Snap130.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSHII8zgG264yUyXFJtdVrDJZbwPRUzivBJD2gZMckcJr5c9roXESse0xnlTI7Wt2X-vFhPkDwQdUAm736Jk-EcTJAVr9Os003iG_Ns974UTHV3Q_E2Vm11Co78iYmNuhVUGPDqriaIAM/s1600/Snap130.png" height="107" width="640" /></a><br />
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Select the Cluster of HFM, input the Name and Description of it. Select the User Management Project and select the Consolidation Application Type. Click Create to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEialgpooyKbewQIQ4eJAgLf0dJ7x2ATpz7-3mZfDxyzwy4sqHMnFLGcW7y_GQI-0_5_-F2xvbcurzUcOm3lzHoXWHfGgksdSZGAI9UKGOm8IojoODYIXB0XO-O9T8ROTMik7wm_dvP5FeU/s1600/Snap131.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEialgpooyKbewQIQ4eJAgLf0dJ7x2ATpz7-3mZfDxyzwy4sqHMnFLGcW7y_GQI-0_5_-F2xvbcurzUcOm3lzHoXWHfGgksdSZGAI9UKGOm8IojoODYIXB0XO-O9T8ROTMik7wm_dvP5FeU/s1600/Snap131.png" /></a><br />
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After the application is create, you can manage the HFM setting at the server/cluster level or individual application levvel. Expand System and double click the Settings in the Admin Tasks. You can change the configuration settings in the HFM UI as below. It is a new feature of HFM of this version as well.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhX7AuruTwBzQ1EaRZ2jDieLK4CDKVGCK6jX5fb7z7Y5Q5zwZkm-wGK1t86xi5UwwXWGo4Ch1WSZYUQ5pzqcbQwlHe3vzgoAEV7lcC3H8loiLcyqGAUvrs-YfO0HZJvo8tnqyRn7EkCNKQ/s1600/Snap134.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhX7AuruTwBzQ1EaRZ2jDieLK4CDKVGCK6jX5fb7z7Y5Q5zwZkm-wGK1t86xi5UwwXWGo4Ch1WSZYUQ5pzqcbQwlHe3vzgoAEV7lcC3H8loiLcyqGAUvrs-YfO0HZJvo8tnqyRn7EkCNKQ/s1600/Snap134.png" height="310" width="640" /></a><br />
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In this new version, load screens have been enhanced to enable you to select multiple files to load simultaneously. The new multi-selection option is available in Load Data, Load Documents, Load Journals, and Load Intercompany Transactions. Take Load Data as example, once you select multiple data files to load, click "Load" to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhurohQidirC_RmF0pS0cYmMgsSvM8LJIwj7Outf2SzHnzV3pG9TfmOliv33A84sB1OydLgIAIWE2JGAABqaTmE3Dq-gpjPISj1MC-sfkDbq2aGK9KZLXST3VEQ9HVKH91w9psM-ASIJCQ/s1600/Snap132.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhurohQidirC_RmF0pS0cYmMgsSvM8LJIwj7Outf2SzHnzV3pG9TfmOliv33A84sB1OydLgIAIWE2JGAABqaTmE3Dq-gpjPISj1MC-sfkDbq2aGK9KZLXST3VEQ9HVKH91w9psM-ASIJCQ/s1600/Snap132.png" height="236" width="640" /></a><br />
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You can find the data files can be loaded to HFM in serial. And once it is completed, you can find the result as below. (In the previous versions, you can only load one file at the same time.)<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUMZpsyOQrGdxApYqpR2_9q6HM7ZBUUpG12CypOPFoj8Nl7zx82UgmD9g2wGVQ4Qy5sAcBWb6MyacgopFTYAimxw3PuOaUjOeV-2ZvYAgSJEdgz_8fNLTytNir20hikMkcOiTdHq1O4eI/s1600/Snap133.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUMZpsyOQrGdxApYqpR2_9q6HM7ZBUUpG12CypOPFoj8Nl7zx82UgmD9g2wGVQ4Qy5sAcBWb6MyacgopFTYAimxw3PuOaUjOeV-2ZvYAgSJEdgz_8fNLTytNir20hikMkcOiTdHq1O4eI/s1600/Snap133.png" height="140" width="640" /></a><br />
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-20102726724906960062015-03-26T02:02:00.001-07:002015-03-26T02:02:52.320-07:00Planning 11.1.2.4 (3) - Dynamic Dimension MembersIn Hyperion Planning 11.1.2.4, the "Member on the Fly" functionality is available and not only limit to Workforce Planning, Capital Asset Planning, Project Financial Planning and Public Sector Budgeting customers.<br />
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In the dimensions page of Planning application, select the member that you want to enable for dynamic children. Check the option "Enable for Dynamic Children" on, and input the Number of Possible Dynamic Children (By default is 10). Note that it is not the children number that limit to the parent but the limit number that can only add one time before refresh to Essbase. I will explain more detail later.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJa4fQWMQ03C8xX2i2kh6ZosIgYjK-3XF_bF47CLLl_b22eF0nKXzrZUiiz4pWU3n6knNvKOGBK18j9W_1bX7npCNSTXFoBpHRVO_LgrBNGzK39Q_fHmXQiTJvk-Q8bXsN4eWpGf5Qr8w/s1600/Snap82.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJa4fQWMQ03C8xX2i2kh6ZosIgYjK-3XF_bF47CLLl_b22eF0nKXzrZUiiz4pWU3n6knNvKOGBK18j9W_1bX7npCNSTXFoBpHRVO_LgrBNGzK39Q_fHmXQiTJvk-Q8bXsN4eWpGf5Qr8w/s1600/Snap82.png" /></a><br />
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Here is the hierarchy that you can see in the Planning interface, no children are added at this moment.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEha4skIumc2k8NuZPxC9_I86RY_ieKhxO6UCSnlLRsP2pkRMNsv6VwZJ9mcj-ritzIOmLTdqsYrWoEjwI25QkcvM-BmA5Ca664ZYIsApk9xPcWmFqG5rECtqzRlkdcf9Lmtk8AoOk6L-2I/s1600/Snap83.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEha4skIumc2k8NuZPxC9_I86RY_ieKhxO6UCSnlLRsP2pkRMNsv6VwZJ9mcj-ritzIOmLTdqsYrWoEjwI25QkcvM-BmA5Ca664ZYIsApk9xPcWmFqG5rECtqzRlkdcf9Lmtk8AoOk6L-2I/s1600/Snap83.png" /></a><br />
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After refresh the data to Essbase, open EAS and you can find 10 "placeholders" are added to the parent.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgW4tqdWbE9NcPklN45ddWsidLDC-wxl_7HL5vOEFAmeHYz5Z68ueRb9xxLUbQhaW2zfrHOAayCC0eeLdGR67OpAIsGIObjYdGrjrkcCvBIWuYz0ss2NFWwQQPkVzzn3D11QfJwYnlQMao/s1600/Snap84.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgW4tqdWbE9NcPklN45ddWsidLDC-wxl_7HL5vOEFAmeHYz5Z68ueRb9xxLUbQhaW2zfrHOAayCC0eeLdGR67OpAIsGIObjYdGrjrkcCvBIWuYz0ss2NFWwQQPkVzzn3D11QfJwYnlQMao/s1600/Snap84.png" /></a><br />
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Hyperion Planning uses business rules to trigger the dynamic members management, add or delete members. So before you can use the dynamic dimension members feature you need to go to Calculation Manager to create a business rule.<br />
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We need a runtime prompt variable for entering new member name, click Variable button to open Variable Designer.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgx9yxiGQRnB2Mise5BWaeykklzACvB9Z-P1X2AeSijAdnkeATr8LfACSaxotnW1Ywu2R1KgWy8H_PLDozpgzPt6m62AosMTSSFn6XqaitJJmKcz1TIyGaQw0Z1C8uX4CD6KcdxyWrm9vo/s1600/Snap85.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgx9yxiGQRnB2Mise5BWaeykklzACvB9Z-P1X2AeSijAdnkeATr8LfACSaxotnW1Ywu2R1KgWy8H_PLDozpgzPt6m62AosMTSSFn6XqaitJJmKcz1TIyGaQw0Z1C8uX4CD6KcdxyWrm9vo/s1600/Snap85.png" /></a><br />
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Find out the application and plan type that you want to add the variable then create a new one.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjD7gkFfZlQ08YrgH19CG5ZU8O5FhZ6lmPuU0AQw-cDqmDn__wcDGHrdJjglVNCIkPvsrENhLYvafQisMHkeS6X6v-5-9lJhy_RNIlLsAVbdgusRzHTmI_l5pmiO-B8ubLZD5S9fPzpmOQ/s1600/Snap86.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjD7gkFfZlQ08YrgH19CG5ZU8O5FhZ6lmPuU0AQw-cDqmDn__wcDGHrdJjglVNCIkPvsrENhLYvafQisMHkeS6X6v-5-9lJhy_RNIlLsAVbdgusRzHTmI_l5pmiO-B8ubLZD5S9fPzpmOQ/s1600/Snap86.png" /></a><br />
<br />
Input the variable name, select the Type as Member. Select the dimension for the member, check RTP on and input RTP Text. Then select the Member of Dynamic Member Parent.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgT-s0J02WXEx-ySlD7kNlLn0i4KB6F0NJfQmDEdKirzl9vMRuoQVstLMlFY7aEwcqUGqBu4tbjr6PddeNBBvcqZF2pVX9T2p_kDmvSGlAYOj1PVjGHqFolJ1ZoQguG8BKNZfrG1kOgOMI/s1600/Snap87.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgT-s0J02WXEx-ySlD7kNlLn0i4KB6F0NJfQmDEdKirzl9vMRuoQVstLMlFY7aEwcqUGqBu4tbjr6PddeNBBvcqZF2pVX9T2p_kDmvSGlAYOj1PVjGHqFolJ1ZoQguG8BKNZfrG1kOgOMI/s1600/Snap87.png" height="250" width="640" /></a><br />
<br />
Select the Member for the Dynamic Member Parent and press OK.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhrwqZI8u0T5pAVnA92A3dOWiNMJL3Lv6bZSekq1-fYUfRgrgFNjKzWwf87DFHPlPZxTJZjyqnpv_lqi3FbaP5NCKpDJXZ4s1N8FBftuqqhvRUzgzUQi0VhMGabMSfC05Hvg_kDzwWrlg/s1600/Snap89.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhrwqZI8u0T5pAVnA92A3dOWiNMJL3Lv6bZSekq1-fYUfRgrgFNjKzWwf87DFHPlPZxTJZjyqnpv_lqi3FbaP5NCKpDJXZ4s1N8FBftuqqhvRUzgzUQi0VhMGabMSfC05Hvg_kDzwWrlg/s1600/Snap89.png" /></a><br />
<br />
Save the variable and continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiUIEVEnV0yo2dP8WmqoSGxi4A-8x-uiuShzHNeyXnHV36PLHF3hyphenhyphenq5cwpgjxoHqonaI6Hw-dm-HriHU4_aAhbT54bqa81y-1gZf942hPPhdfOCSb_GoqfvtIjMNq40Lcwocn2iCbfYxk4/s1600/Snap90.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiUIEVEnV0yo2dP8WmqoSGxi4A-8x-uiuShzHNeyXnHV36PLHF3hyphenhyphenq5cwpgjxoHqonaI6Hw-dm-HriHU4_aAhbT54bqa81y-1gZf942hPPhdfOCSb_GoqfvtIjMNq40Lcwocn2iCbfYxk4/s1600/Snap90.png" height="248" width="640" /></a><br />
<br />
Then switch to the System View of Calculation Manager, create a new business rule.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0qFI8gWVeVtNIKldbAVY2YQD7qA_U8IiOWlsMCExSRvFTDVXAb-sqAgNzFHGgRhG4N52by0AWAMOlmpaynX4fGPFiwqxRKw79XPiu-DOoCR-ErdrV-XLK3RpSNRvsipqH7lKs44F7d-M/s1600/Snap95.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0qFI8gWVeVtNIKldbAVY2YQD7qA_U8IiOWlsMCExSRvFTDVXAb-sqAgNzFHGgRhG4N52by0AWAMOlmpaynX4fGPFiwqxRKw79XPiu-DOoCR-ErdrV-XLK3RpSNRvsipqH7lKs44F7d-M/s1600/Snap95.png" /></a><br />
<br />
Input the business rule's name and press OK.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRpEtBnsh34oOQa7Fa25cwIEpes0jPYSq-3VdWJhJJSNWc7MEFupT3-_x-6Oc2nCwQgBDpdJwDQkdZH_UjOIMM5gu_hCPUJ5zgHSlnmvG-17rjNMijPoWXEMY_vAFWE7ecaH1L09508Yg/s1600/Snap96.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRpEtBnsh34oOQa7Fa25cwIEpes0jPYSq-3VdWJhJJSNWc7MEFupT3-_x-6Oc2nCwQgBDpdJwDQkdZH_UjOIMM5gu_hCPUJ5zgHSlnmvG-17rjNMijPoWXEMY_vAFWE7ecaH1L09508Yg/s1600/Snap96.png" /></a><br />
<br />
Check the box "Create dynamic members", and then select Variable for the dimension.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiHYuhlJH3tXnDnJQMlVQu7KmtP5h4JgdH4Pvr0g1f7a2fmc6OSoeruFsx9ajh4_d4vdzImZBunGehqkbyM1wL9shQBXmzWdInKYCz70lp2Gy4kiKA_FF7K_5j_lZAoufEo3phSfZtg4Ms/s1600/Snap97.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiHYuhlJH3tXnDnJQMlVQu7KmtP5h4JgdH4Pvr0g1f7a2fmc6OSoeruFsx9ajh4_d4vdzImZBunGehqkbyM1wL9shQBXmzWdInKYCz70lp2Gy4kiKA_FF7K_5j_lZAoufEo3phSfZtg4Ms/s1600/Snap97.png" height="273" width="640" /></a><br />
<br />
Select the new added variable and then press OK.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgvzzWQZj75E1cgBS8vTtehJmTkG5BV_4KUvA9ut6akXG45vNhnRsxOVp-bOlGc__qiz-ZUQDPLeucAj-hl52CtVJTtcT_aZRWtKNK9b-VhSJDrZUDd7bA5Sd8F0wpk78FDrJDOW4h3spM/s1600/Snap99.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgvzzWQZj75E1cgBS8vTtehJmTkG5BV_4KUvA9ut6akXG45vNhnRsxOVp-bOlGc__qiz-ZUQDPLeucAj-hl52CtVJTtcT_aZRWtKNK9b-VhSJDrZUDd7bA5Sd8F0wpk78FDrJDOW4h3spM/s1600/Snap99.png" /></a><br />
<br />
Save the business rule.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjqJnBDl22q-ZPBol05VW4jDY-FDTwCi0oTDuaEVBc35n8iNijVzhFl-tqk8f2S1SZ9qeS_xaVebTlmRh-KGo3_K8JWoH9DX7YT7O_FoduJHchwwysmPDMWZSbGINyao72WjkPi0nZFg30/s1600/Snap101.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjqJnBDl22q-ZPBol05VW4jDY-FDTwCi0oTDuaEVBc35n8iNijVzhFl-tqk8f2S1SZ9qeS_xaVebTlmRh-KGo3_K8JWoH9DX7YT7O_FoduJHchwwysmPDMWZSbGINyao72WjkPi0nZFg30/s1600/Snap101.png" height="252" width="640" /></a><br />
<br />
Create another business rule, repeat the steps as above but check "Delete dynamic members" this time.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ5Uds-4muYNoBcvj_txbZwXptfukT7YJcC_HehDSAE4WhzCNEK_Z9jBbXPhsj6RkPTcMVmubZVhaAqBfg56O71S3WXp7KS7WrjVOnbNlVC4liddB55HhLBLQ436rM1xVoJelSN8J-2c4/s1600/Snap104.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ5Uds-4muYNoBcvj_txbZwXptfukT7YJcC_HehDSAE4WhzCNEK_Z9jBbXPhsj6RkPTcMVmubZVhaAqBfg56O71S3WXp7KS7WrjVOnbNlVC4liddB55HhLBLQ436rM1xVoJelSN8J-2c4/s1600/Snap104.png" height="254" width="640" /></a><br />
<br />
After these two business rules are saved, deploy them to Hyperion Planning.<br />
<br />
Business rules are not very convenient to run directly in web forms, so we can create a menu to call them by right-click. Create the menu as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5RpcmHZzLofPZFXipWQGyI7BqNnpTPgnq7cYAHLqkzZz9Qa3Jz5xXJKEWWz3q8iQzFkkvqS_89v_vvmSHck1BlWIzTwgxIhMtUZh6Ng52IRW56-HG_CUPqJFETmlXMP7Jp3Zr328ldkg/s1600/Snap105.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5RpcmHZzLofPZFXipWQGyI7BqNnpTPgnq7cYAHLqkzZz9Qa3Jz5xXJKEWWz3q8iQzFkkvqS_89v_vvmSHck1BlWIzTwgxIhMtUZh6Ng52IRW56-HG_CUPqJFETmlXMP7Jp3Zr328ldkg/s1600/Snap105.png" height="311" width="640" /></a><br />
<br />
Then associate the menu to the demo form.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUpIm1rhyphenhyphenEh4d7amNDr0kQnp7VGxF4RNMOHT-OgdiWLRjPvghiCiU23C59JB58PtHjUbFZoWmB3evLx7n3nw2t8bTWI34xStn_lRzaVv1hJUa1NiXCk_o5KLXq8kUApfHm5DQHDHVPcjQ/s1600/Snap106.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUpIm1rhyphenhyphenEh4d7amNDr0kQnp7VGxF4RNMOHT-OgdiWLRjPvghiCiU23C59JB58PtHjUbFZoWmB3evLx7n3nw2t8bTWI34xStn_lRzaVv1hJUa1NiXCk_o5KLXq8kUApfHm5DQHDHVPcjQ/s1600/Snap106.png" height="311" width="640" /></a><br />
<br />
Now you can open the demo form and then right-click the product dimension member as below. Select Add New Product in the menu.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjw8h9J-KoVuVKg874To3NFm1pRglw5RiLXuJ_76X_7PpBODik97QbUlxtuw2nxu4gOwiokZG1WCbdHv280MnUXApgdgAajXVg3xcRqHEe2dVro8Ah7XTX__vtqYk69pDBez1FtfovzB0k/s1600/Snap107.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjw8h9J-KoVuVKg874To3NFm1pRglw5RiLXuJ_76X_7PpBODik97QbUlxtuw2nxu4gOwiokZG1WCbdHv280MnUXApgdgAajXVg3xcRqHEe2dVro8Ah7XTX__vtqYk69pDBez1FtfovzB0k/s1600/Snap107.png" height="226" width="640" /></a><br />
<br />
Input the name that you want to add, then press Launch.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinfDW4re-_VIzDtAVwWqqmltRoj04vo6oP-jek5JYqHW1mjzSmb3ue7nCuKBsUczuyEmzu2byslVI2fLToLcgN059rcw0HoH-LPhcL8XAZyZFDd2pIUf40qNNpfALI4POP3lFn8QtNqrs/s1600/Snap108.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinfDW4re-_VIzDtAVwWqqmltRoj04vo6oP-jek5JYqHW1mjzSmb3ue7nCuKBsUczuyEmzu2byslVI2fLToLcgN059rcw0HoH-LPhcL8XAZyZFDd2pIUf40qNNpfALI4POP3lFn8QtNqrs/s1600/Snap108.png" height="418" width="640" /></a><br />
<br />
Without refresh to Essbase, you can input data directly in the web form of the new added member.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFfH-AUPhk5CyW9fGFDhkTgCo7j9WcTiU5IE0NOYLn0eCFZ71sy707uv-O0ce9oDF52tTqDTI3fCx7L48vtBlYlw5EiYrDHROhh1xsbxVXbpqRB7YAYRs9QbFe6iAK4IfXTpQkHjivP_0/s1600/Snap109.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFfH-AUPhk5CyW9fGFDhkTgCo7j9WcTiU5IE0NOYLn0eCFZ71sy707uv-O0ce9oDF52tTqDTI3fCx7L48vtBlYlw5EiYrDHROhh1xsbxVXbpqRB7YAYRs9QbFe6iAK4IfXTpQkHjivP_0/s1600/Snap109.png" height="63" width="640" /></a><br />
<br />
Let's have a look what's happening in Essbase actually. Open Smart View and connect to Essbase directly, you can find the data is stored in the placeholder #1 this moment. You cannot find the shadow of the member just added before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRodqorjv6WUqSn9kIfSx9P7t7ZhZXUnno97_iAvyOSQBPL64CJEspxkmMq2lwet1lbgiA8rgeMH8t1zbRGYSaJOgip49X93qEHby2NurqwM4zApS2Vwas3kwDPWRkNQpUfYeX0P0F9g0/s1600/Snap110.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRodqorjv6WUqSn9kIfSx9P7t7ZhZXUnno97_iAvyOSQBPL64CJEspxkmMq2lwet1lbgiA8rgeMH8t1zbRGYSaJOgip49X93qEHby2NurqwM4zApS2Vwas3kwDPWRkNQpUfYeX0P0F9g0/s1600/Snap110.png" height="184" width="640" /></a><br />
<br />
Then what will happen when I refresh to Essbase, you can find in EAS below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYEhhmQYZvHejyScoZ732xCBEKOH5WTVM2QNEbTyD8Jln2oF5iNmBBePFIHXWQ7blnv6UZIuegGGJJQkzX_VkKcmhU_I1b3tjg5MexMxto37Q9qNWqOvBGEDVVGWscDm4kah0DAa9W8Kk/s1600/Snap111.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYEhhmQYZvHejyScoZ732xCBEKOH5WTVM2QNEbTyD8Jln2oF5iNmBBePFIHXWQ7blnv6UZIuegGGJJQkzX_VkKcmhU_I1b3tjg5MexMxto37Q9qNWqOvBGEDVVGWscDm4kah0DAa9W8Kk/s1600/Snap111.png" /></a><br />
<br />
Now let's take a look at Smart View data in Essbase again. This time the data has been transferred to the new added member, and the placeholder #1 was reset to #Missing.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZvGAaN6d3tLL_tMSb0iv1SAX4MdxNI0IDl7EvlIHiUixP5iWvkXSfuPXYYVlQnrgaKjKggJgB7PNqQXydW7kH6iEgLTP1kkTpdtVBlI_6kPHtz_vDG0sVUl6wbf4b-HPF9x5sMNJAa_4/s1600/Snap112.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZvGAaN6d3tLL_tMSb0iv1SAX4MdxNI0IDl7EvlIHiUixP5iWvkXSfuPXYYVlQnrgaKjKggJgB7PNqQXydW7kH6iEgLTP1kkTpdtVBlI_6kPHtz_vDG0sVUl6wbf4b-HPF9x5sMNJAa_4/s1600/Snap112.png" height="192" width="640" /></a><br />
<br />
We can add at most 10 members (The number we set in the dimension member property page) in one time before refreshing to Essbase. If we continue to add more the following error message will come out because we have only 10 placeholders in the back-end Essbase. But we can continue to add more after we refresh to Essbase because the placeholders are released.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEibylGVPjhtVmZ_B0HIKJJnQKIRYPgu4EcMhQmO8yWsF7fnIU7O2B-2MliUOBHLJcY7JTNkU3PiojBY-iijEmimJeKqlKh7Bbfi8GeBHzrJYvzH3_nHa1ZMsFz6sSrCKbc035aRhvFjoWE/s1600/Snap114.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEibylGVPjhtVmZ_B0HIKJJnQKIRYPgu4EcMhQmO8yWsF7fnIU7O2B-2MliUOBHLJcY7JTNkU3PiojBY-iijEmimJeKqlKh7Bbfi8GeBHzrJYvzH3_nHa1ZMsFz6sSrCKbc035aRhvFjoWE/s1600/Snap114.png" height="170" width="640" /></a><br />
<br />
If you want to delete the new added members, highlight the member that you want to delete, select Delete Product in the right-click menu.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinpfEhqbKgCXgf1jsoAVlx-j_YXymH5_qaQVdOLfXVzbIC8dOpeVEpIBYEhm3Sqz1t63dhp-XJzd3UWz95uKsQwp3_G5zKU9igNMnLWZuVbUZwXZ74tPH-kqy6LRi-4KkdppKYr4LyJOU/s1600/Snap115.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinpfEhqbKgCXgf1jsoAVlx-j_YXymH5_qaQVdOLfXVzbIC8dOpeVEpIBYEhm3Sqz1t63dhp-XJzd3UWz95uKsQwp3_G5zKU9igNMnLWZuVbUZwXZ74tPH-kqy6LRi-4KkdppKYr4LyJOU/s1600/Snap115.png" height="314" width="640" /></a><br />
<br />
Press Launch to delete it.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6wNvCkL55ssaVebcWKLhd66QAseeuBeYJTWtQ7Vy3E5qB3xN2u3FM3skmSkKd45kImZO4UfBxeyvVtnJkZyaAHqUrNUrzNUdcjBtKMLe95R-KzyyYfRxl1BDHSa23jP3YKSahDBRCVEk/s1600/Snap116.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6wNvCkL55ssaVebcWKLhd66QAseeuBeYJTWtQ7Vy3E5qB3xN2u3FM3skmSkKd45kImZO4UfBxeyvVtnJkZyaAHqUrNUrzNUdcjBtKMLe95R-KzyyYfRxl1BDHSa23jP3YKSahDBRCVEk/s1600/Snap116.png" height="418" width="640" /></a><br />
<br />
Now you can find the member is deleted as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjC9BDsBrljMd4GMWgziYIK7DnYivipMSAyZCLuzjhyphenhyphenxJpQc90sUCz_B4U9NimQU_9MzVLX-fmV3VNn4vLILpSv1dswswqr4nu_0rYcPyNqQFuc7TE3U2Jg-LiXuzxhjVP1drcGmQA1ul4/s1600/Snap117.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjC9BDsBrljMd4GMWgziYIK7DnYivipMSAyZCLuzjhyphenhyphenxJpQc90sUCz_B4U9NimQU_9MzVLX-fmV3VNn4vLILpSv1dswswqr4nu_0rYcPyNqQFuc7TE3U2Jg-LiXuzxhjVP1drcGmQA1ul4/s1600/Snap117.png" height="160" width="640" /></a><br />
<br />
That's the layout in the Planning interface. The members are dynamically added by the business rules, which means the basic planners can add members on the fly now.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgquGttkbeczlVCGh7OWBBCl1ThbiDAOgW_Rw-CLJzPY0slAm8ejd_-gXUxcYE3YVZFVbqxl8FFoX7LR2ltD45rpDjLWv4pbfQiiEDLtKvFms7ur5g046Djc238Sg50PtCAYaBsoN2V-uE/s1600/Snap118.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgquGttkbeczlVCGh7OWBBCl1ThbiDAOgW_Rw-CLJzPY0slAm8ejd_-gXUxcYE3YVZFVbqxl8FFoX7LR2ltD45rpDjLWv4pbfQiiEDLtKvFms7ur5g046Djc238Sg50PtCAYaBsoN2V-uE/s1600/Snap118.png" /></a>Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com9tag:blogger.com,1999:blog-2900039444897015685.post-59292170190989355992015-03-25T02:45:00.000-07:002015-03-25T02:45:54.407-07:00Planning 11.1.2.4 (2) - Auto SaveHyperion Planning 11.1.2.4 has a new feature called Automatic Save, which can save data automatically in web form when move out of a cell. This feature is only applied to Simplified Interface, but not the original web interface.<br />
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Before the setting of Automatic Save is done, user inputs data in cell and the cell displayed in yellow when move out as usual.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrHUgp2JvpVOKN3I3trqvA-8I2gQvcdvmRELI3_sOpmTeyUJ4qFyj2QsuuSreXjnupt8aVkAztEYBiRkze461GZbvFm_274UAxWHAYuauNn-KgpcSoKxM-siDey6XhUfl-FmifDp_IEeA/s1600/Snap72.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrHUgp2JvpVOKN3I3trqvA-8I2gQvcdvmRELI3_sOpmTeyUJ4qFyj2QsuuSreXjnupt8aVkAztEYBiRkze461GZbvFm_274UAxWHAYuauNn-KgpcSoKxM-siDey6XhUfl-FmifDp_IEeA/s1600/Snap72.png" height="137" width="640" /></a><br />
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The data has not yet been saved. When you click on the Refresh button, the following message shows out.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgi0lXplV56ag0JXxRtN_-0VeYJaqi39kUtVeS_z-aHrSzszywEl1nrzrEk9XjvVuEcXZJvut9C8EY-bZuvp-J4yYXgivQ28TLezsmtqP-RszG8gLB93F8rYKpyejeMwqIfzNvWtKQ97_g/s1600/Snap73.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgi0lXplV56ag0JXxRtN_-0VeYJaqi39kUtVeS_z-aHrSzszywEl1nrzrEk9XjvVuEcXZJvut9C8EY-bZuvp-J4yYXgivQ28TLezsmtqP-RszG8gLB93F8rYKpyejeMwqIfzNvWtKQ97_g/s1600/Snap73.png" height="114" width="640" /></a><br />
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And when you save the data, the sub total of products can not calculated automatically.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzWtGcPcxDORNpUih4dD_Y5965rN6d6ngUBWhFpjicn4uSMLsyQuOeuA8InrTVQZy61jyrsLf2C5rzS579AknpiVODcPiXto_t84za9P04ZnM84X4Bzq1CV8xp-v-KMYgzdFFgY9_kp8w/s1600/Snap74.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzWtGcPcxDORNpUih4dD_Y5965rN6d6ngUBWhFpjicn4uSMLsyQuOeuA8InrTVQZy61jyrsLf2C5rzS579AknpiVODcPiXto_t84za9P04ZnM84X4Bzq1CV8xp-v-KMYgzdFFgY9_kp8w/s1600/Snap74.png" height="136" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrN9-M5m_7S7l6vCDL4DaXujPaJuuRoKfHhcKB-Q-ZnP-xRwGc8N42T3mMf6W3I4rQvqKpphUSBfQQP9_oamzsKj68QrByESp69EvNhHblnvqRoUQtU7Q6945Ne9U6iuSUhoZrKsM_dcI/s1600/Snap75.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrN9-M5m_7S7l6vCDL4DaXujPaJuuRoKfHhcKB-Q-ZnP-xRwGc8N42T3mMf6W3I4rQvqKpphUSBfQQP9_oamzsKj68QrByESp69EvNhHblnvqRoUQtU7Q6945Ne9U6iuSUhoZrKsM_dcI/s1600/Snap75.png" height="136" width="640" /></a><br />
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Let's move to the design page of the web form, check the option Enable Autosave on.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqnHcEyoHnekgOwnNocJm1ENcUR6UMXYeOfJLkoELlbsbujChFvWGeyTWJp096G0x5MVV8-O_h9s1Oydy2PCmsUqb1rLqFTgWerYxdlJVP15Id_saSt9AZbZoPm8PCxTEyY3ML-w157xo/s1600/Snap70.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqnHcEyoHnekgOwnNocJm1ENcUR6UMXYeOfJLkoELlbsbujChFvWGeyTWJp096G0x5MVV8-O_h9s1Oydy2PCmsUqb1rLqFTgWerYxdlJVP15Id_saSt9AZbZoPm8PCxTEyY3ML-w157xo/s1600/Snap70.png" height="312" width="640" /></a><br />
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Then you can find the option "Run Form Calc on Autosave" prompt out, also check it on.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjEJQ3bb5BVxtBfs6JlpOh_X5fNoFt23wgXIec-zphWnQoyuFr5NLEfn04vXbOL3FqB9dG4Xi-ikjSVMgiq8XERN_GNCsWN92FcPmRIZQX49Crbit6U-ZH45AtfRxv2yxEBcE2o3SnIQu4/s1600/Snap71.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjEJQ3bb5BVxtBfs6JlpOh_X5fNoFt23wgXIec-zphWnQoyuFr5NLEfn04vXbOL3FqB9dG4Xi-ikjSVMgiq8XERN_GNCsWN92FcPmRIZQX49Crbit6U-ZH45AtfRxv2yxEBcE2o3SnIQu4/s1600/Snap71.png" height="312" width="640" /></a><br />
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Then return to the form page in Simplified Interface. This time when you edit data and move out of the cell, the cell will display in green. And also, the sub total of products can be calculated automatically.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhxlbhJn0JkYfLqoqO595lg-XL1HNAEWbBPUYbq3xghVhNL7eB6Fq62JvjY1cHaN_IcPiwAqk1hPzyTmcLUwPQmD1wUW3VCRdWPqzkkJoI1LeVKG6oSBN9JyDljWe4pz3Jqv2HOYmwex4Q/s1600/Snap76.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhxlbhJn0JkYfLqoqO595lg-XL1HNAEWbBPUYbq3xghVhNL7eB6Fq62JvjY1cHaN_IcPiwAqk1hPzyTmcLUwPQmD1wUW3VCRdWPqzkkJoI1LeVKG6oSBN9JyDljWe4pz3Jqv2HOYmwex4Q/s1600/Snap76.png" height="136" width="640" /></a><br />
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You can press <span style="background-color: #fefdfa; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13px; line-height: 18.2000007629395px;">Ctrl+Z to Undo the previous action.</span><br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjaApWfZa8c7d8pEvHkHVL_EMFCc7ioiw5Gvw5G2pjGNMuLV8zb-YSgeYMiB7gVazSo7jfG6YiD1ssy_aL8TDua6tRNM0qVO984-QK8ja5yEGSVTvkSU2L0EOd4DyFJ5jzymYr1CavLGvE/s1600/Snap77.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjaApWfZa8c7d8pEvHkHVL_EMFCc7ioiw5Gvw5G2pjGNMuLV8zb-YSgeYMiB7gVazSo7jfG6YiD1ssy_aL8TDua6tRNM0qVO984-QK8ja5yEGSVTvkSU2L0EOd4DyFJ5jzymYr1CavLGvE/s1600/Snap77.png" height="136" width="640" /></a><br />
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Another new feature is that you can edit the cells format in the Simplified Interface. Click the Format tab in the right hand side, select the cells that you want to change the format and then set the format for them. Remember to click "Save Formatting" to save the effect.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfa0dIbKr5oqYHRiJTOKRoOMNLDcMD_ah5CNsMyAiz-_QvC3xbywdOPgyga9Uxxy1JAHwC-2KAWJ7Bi46ma8FpMcNTASX-K0vMni1UWW2o4ivOFn7Qkuojr-7uQHAK8Zro21tP4cJmudo/s1600/Snap79.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfa0dIbKr5oqYHRiJTOKRoOMNLDcMD_ah5CNsMyAiz-_QvC3xbywdOPgyga9Uxxy1JAHwC-2KAWJ7Bi46ma8FpMcNTASX-K0vMni1UWW2o4ivOFn7Qkuojr-7uQHAK8Zro21tP4cJmudo/s1600/Snap79.png" height="168" width="640" /></a><br />
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You can only edit the cells format in Simplified Interface, but you can also review the effect in the original web interface.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4uXcSOsdWTzJ-apD3y8hENLXlmoaB2lSxG1-DwPbSMC9BfGaOKTKO7sMA3wDG3Y43JH-aBuQhu-h-a6Ng_lmsfbefyoLKPINGG79oTdDW78U5ndxF_u8Lwbc09y6mA6KR7X3-gTCKcpc/s1600/Snap81.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4uXcSOsdWTzJ-apD3y8hENLXlmoaB2lSxG1-DwPbSMC9BfGaOKTKO7sMA3wDG3Y43JH-aBuQhu-h-a6Ng_lmsfbefyoLKPINGG79oTdDW78U5ndxF_u8Lwbc09y6mA6KR7X3-gTCKcpc/s1600/Snap81.png" height="130" width="640" /></a>Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com1tag:blogger.com,1999:blog-2900039444897015685.post-25911307131459479412015-03-23T19:39:00.000-07:002015-03-23T19:39:27.862-07:00Planning 11.1.2.4 (1) - Simplified InterfaceHyperion Planning 11.1.2.4 has a new user interface mode called Simplified Interface. It is a tablet UI built for iPad or android tablets, started from version 11.1.2.3. But in this version it can be used in the desktop as well.<br />
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Login to Workspace, Navigate > Administer > Planning Administration<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi55FfveWgx87OoqcDgTrBi-lhrMR3OHJ_oqT-av3WufNv8s6FK-JvbSXHOSl86k6ogY5qUgHkNl1Vvaq-Atl_phZNlld5vIYivlh_UYCxRW4dj1ZOOT7Eab21THuyXDAVSLorUyJvmM4w/s1600/Snap1.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi55FfveWgx87OoqcDgTrBi-lhrMR3OHJ_oqT-av3WufNv8s6FK-JvbSXHOSl86k6ogY5qUgHkNl1Vvaq-Atl_phZNlld5vIYivlh_UYCxRW4dj1ZOOT7Eab21THuyXDAVSLorUyJvmM4w/s1600/Snap1.png" /></a><br />
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Click Simplified Interface, this will launch a new browser window showing the simplified interface.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimBA1zi1h9kcJoYw3bp3GX9mIBn951DxruX8Hq7pV9B6ZY7ZXkghji0c6H-uxP6nUvnA62uDKSgUJvQ-cEzg7jIy7CVRc89LehJRh4NWBCqIJsf3-34EKmwuleTubT1gXvRdxE_tdPjW4/s1600/Snap2.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimBA1zi1h9kcJoYw3bp3GX9mIBn951DxruX8Hq7pV9B6ZY7ZXkghji0c6H-uxP6nUvnA62uDKSgUJvQ-cEzg7jIy7CVRc89LehJRh4NWBCqIJsf3-34EKmwuleTubT1gXvRdxE_tdPjW4/s1600/Snap2.png" /></a><br />
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In the simplified interface, you can manage data source, manage your applications, or launch each individual application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgAB4msdc49B8aX41XLQw5BL6vKsmLv5x5CoqAqq92j5GKF_eAXD9-rAw0O8FAY7NDqlIQe7O1xHhWy0pZn5g6yTgTeNP5V_Ddm0MtZ9W9Ovf1JdE9bt1nv_yzuXD2BBrEQYKqh8VJVGG8/s1600/Snap3.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgAB4msdc49B8aX41XLQw5BL6vKsmLv5x5CoqAqq92j5GKF_eAXD9-rAw0O8FAY7NDqlIQe7O1xHhWy0pZn5g6yTgTeNP5V_Ddm0MtZ9W9Ovf1JdE9bt1nv_yzuXD2BBrEQYKqh8VJVGG8/s1600/Snap3.png" height="183" width="640" /></a><br />
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Click "Create" to open the create application page, there are 3 types of applications that you can create. Sample Application makes you create the sample "Vision" application, Simple Planning makes you fast deploy an application with only one plan type, and Advanced Planning will have two plan types. The plan types can be added or deleted after you create the applications. But frankly speaking, I would prefer to create the applications in the original Planning Administration web page, in which you can control all the application initializing parameters.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWsDPZv-OBj9Pi-U8KY-aLFWw-eo5-oi1teMY5NjTc_n1d2V9FAImIcAG76hdocu1zp4JzRCgXLHmOiZqsztauHcqWYFwIJt-6oSwFAgcdZa683uVxbmt2WzkarkpR01FtEd7Q-3TjDt8/s1600/Snap4.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWsDPZv-OBj9Pi-U8KY-aLFWw-eo5-oi1teMY5NjTc_n1d2V9FAImIcAG76hdocu1zp4JzRCgXLHmOiZqsztauHcqWYFwIJt-6oSwFAgcdZa683uVxbmt2WzkarkpR01FtEd7Q-3TjDt8/s1600/Snap4.png" height="335" width="640" /></a><br />
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Let's move back to the home page of the Simplified Interface, because of the time I have created the sample application "Vision" already. Click the arrow to launch it.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjba8xtiMrkU3iRN8O7CwzTRlHEjjg_DSyBBmy3T8hNFm1_gKQxkEKmDxqIiC7_mh_KicOJmDRepga7BxA6d2sPmQg2ZNFdtkOJEXn3mlHoz4Q7wrC7t9eBmRhsjBLVUPs2PA1VMGJz22M/s1600/Snap5.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjba8xtiMrkU3iRN8O7CwzTRlHEjjg_DSyBBmy3T8hNFm1_gKQxkEKmDxqIiC7_mh_KicOJmDRepga7BxA6d2sPmQg2ZNFdtkOJEXn3mlHoz4Q7wrC7t9eBmRhsjBLVUPs2PA1VMGJz22M/s1600/Snap5.png" height="172" width="640" /></a><br />
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You can find some features are added than the last version, such as Dashboards, Console and Navigator. Let's explore them one by one.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhj3RS922yG4kg99WB05Bn10XzskWdM5NKLW2sulo2A6qvEmx2JNJwWTuN6eS-LhmQAFyQOs6Q7Vqkn2r7mPIgzUpTKpM7vfqPpm2lGwRBaihKxGuBeS_UGRuBzuLnqgnqipzmPfGkS-GE/s1600/Snap6.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhj3RS922yG4kg99WB05Bn10XzskWdM5NKLW2sulo2A6qvEmx2JNJwWTuN6eS-LhmQAFyQOs6Q7Vqkn2r7mPIgzUpTKpM7vfqPpm2lGwRBaihKxGuBeS_UGRuBzuLnqgnqipzmPfGkS-GE/s1600/Snap6.png" height="339" width="640" /></a><br />
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Click "Dashboards" and find there is no data to display now. Click "Create" to create a new one.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEij8gz7VuzEnbx-XSaLo8HXUrcgGfWigRwVXmh_CrcHMtoqp4GEUI52g8jzl907aveUV_yMmDJuAp_FewDpxgQ8axnAS-qDCMrSBuV-KH-hFCn_25NGbGchNLz487V7mfKSxSi9o5ZbVAs/s1600/Snap7.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEij8gz7VuzEnbx-XSaLo8HXUrcgGfWigRwVXmh_CrcHMtoqp4GEUI52g8jzl907aveUV_yMmDJuAp_FewDpxgQ8axnAS-qDCMrSBuV-KH-hFCn_25NGbGchNLz487V7mfKSxSi9o5ZbVAs/s1600/Snap7.png" height="195" width="640" /></a><br />
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The dashboards' concept is similar with composite forms, but you can add more elements like URL and commentary here. Firstly, you can click "Layout" to design the dashboard's layout.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgCuTiK_zeS506u585xmDnqymA96w5K6uWGOC6O5j0FvzvHS4zSl7p-EGhbuEv83KbHiP3pab9jPzrrs-nLAKH0H26naIHO6TOeuba-uH-lyfmg2UHsIpvx9qMMco-bnJP9HyFeVaSYec/s1600/Snap8.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgCuTiK_zeS506u585xmDnqymA96w5K6uWGOC6O5j0FvzvHS4zSl7p-EGhbuEv83KbHiP3pab9jPzrrs-nLAKH0H26naIHO6TOeuba-uH-lyfmg2UHsIpvx9qMMco-bnJP9HyFeVaSYec/s1600/Snap8.png" height="500" width="640" /></a><br />
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You can design the dashboard's layout as below, maximum is 2*3, click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSOR8zkMNodL_DasPqkUW6WTz_HYAfWIwGe2lWR0HW56jZsckYhh_hm8P3DYgmurmI5e2TY3yG4js45b9_WLQJqmzK7cCCXavSu2V0-6deazKy1IsZY5vfmUYmy-iaEcuSKL53lpvoX_g/s1600/Snap9.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSOR8zkMNodL_DasPqkUW6WTz_HYAfWIwGe2lWR0HW56jZsckYhh_hm8P3DYgmurmI5e2TY3yG4js45b9_WLQJqmzK7cCCXavSu2V0-6deazKy1IsZY5vfmUYmy-iaEcuSKL53lpvoX_g/s1600/Snap9.png" /></a><br />
<br />
Drag the form that you want to display to the dashboard's area, click the setting button that you can change it to chart type.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJk_A-67wLEc_Lul8B3iCq1y_FW8PcrMVmnyvZUH24HRproohw6MqvqCOudqaGtA8fp0DGWcQw23iCrIKnSnaDWpRYx6NyjNJR_i_5KqGaA4t5vLqkAB3PUmWSBvDGY5-2CHhG3m94JCc/s1600/Snap11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJk_A-67wLEc_Lul8B3iCq1y_FW8PcrMVmnyvZUH24HRproohw6MqvqCOudqaGtA8fp0DGWcQw23iCrIKnSnaDWpRYx6NyjNJR_i_5KqGaA4t5vLqkAB3PUmWSBvDGY5-2CHhG3m94JCc/s1600/Snap11.png" /></a><br />
<br />
In the properties page, click "Charts" and then select the chart type you want to display. Then click "OK"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqNKHbwYov5Ha_ujv7sNaFm2g6hy8mA8cLMooCMR25DKbrKh7Xg7EafWvbkev0JMi4Cng_lkdteyhWNoOBmGaQwp8NgtWmmMmMsO8-TsmN9_XRFr7nK4RK2Hsrv9icTWv50x-3ogjULCk/s1600/Snap13.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqNKHbwYov5Ha_ujv7sNaFm2g6hy8mA8cLMooCMR25DKbrKh7Xg7EafWvbkev0JMi4Cng_lkdteyhWNoOBmGaQwp8NgtWmmMmMsO8-TsmN9_XRFr7nK4RK2Hsrv9icTWv50x-3ogjULCk/s1600/Snap13.png" height="344" width="640" /></a><br />
<br />
You can find the display is changed to a chart as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivS82xuYEax10hWO928fhVMlwVCKggPIeYw4Vja5NcbCmrLrqVBkJyDzB_eD8IHL3DC_7BYMdE6kSiT7y8Imk4Z9pQoANjOyh2dfHhrehCuDQYkffo1MpzStMWAkR1NfF3BNIojRzz4jo/s1600/Snap14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivS82xuYEax10hWO928fhVMlwVCKggPIeYw4Vja5NcbCmrLrqVBkJyDzB_eD8IHL3DC_7BYMdE6kSiT7y8Imk4Z9pQoANjOyh2dfHhrehCuDQYkffo1MpzStMWAkR1NfF3BNIojRzz4jo/s1600/Snap14.png" /></a><br />
<br />
You can create the chart directly by clicking the chart button in the dashboard area.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjIbj1HWS12-EOgyJeN3tJpukhod48S96SzEuIhdKFe0sI4bK6rH2ESl8Oio6kaPAN5DA7KbLrLTXgqVpkJlXXuTqJxmZazKZVMd6Erd4UolIdW0xuZaDs7IBXIH192HkynFPr9XFYXzkc/s1600/Snap15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjIbj1HWS12-EOgyJeN3tJpukhod48S96SzEuIhdKFe0sI4bK6rH2ESl8Oio6kaPAN5DA7KbLrLTXgqVpkJlXXuTqJxmZazKZVMd6Erd4UolIdW0xuZaDs7IBXIH192HkynFPr9XFYXzkc/s1600/Snap15.png" height="286" width="640" /></a><br />
<br />
By default it will use the first form to display, and then you need to click the setting button to change the target form.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjbgwmuiRKGufcgfWT008WZWGL5nCdQxsY9Jt85pGWy9g1TeRuPeGJU9o8eO-NColZgZ3Lz4zXiQgCDtgzk-wOGIN3qraNO18OP7foms-7ui67VdoW2ceqV5hatOIeHPFvhLl4X2e9kmZo/s1600/Snap16.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjbgwmuiRKGufcgfWT008WZWGL5nCdQxsY9Jt85pGWy9g1TeRuPeGJU9o8eO-NColZgZ3Lz4zXiQgCDtgzk-wOGIN3qraNO18OP7foms-7ui67VdoW2ceqV5hatOIeHPFvhLl4X2e9kmZo/s1600/Snap16.png" height="284" width="640" /></a><br />
<br />
In the properties page, select the form that you want to display. And then click "OK"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQLho9BQdPbrdfZ8FvdfNZHTxZXmf5BcHZyejOPbLKmf60umf6Cy7sF2UbkEsc5sYyBuZcLDPYgbrCbvC_FNsEJjf5mosrrVkqVOcNR06EfIeq0SF_UfAZBCDdv3La8HGNRL_tgC2mmss/s1600/Snap17.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQLho9BQdPbrdfZ8FvdfNZHTxZXmf5BcHZyejOPbLKmf60umf6Cy7sF2UbkEsc5sYyBuZcLDPYgbrCbvC_FNsEJjf5mosrrVkqVOcNR06EfIeq0SF_UfAZBCDdv3La8HGNRL_tgC2mmss/s1600/Snap17.png" height="343" width="640" /></a><br />
<br />
Then you can find the chart display changed to another form. If you want to display a web page in the dashboard, click "URL" button as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBEJKBxnOuriiuk_KuEfOaTFoBIkdpuT9i7ohabuxCR0H_ifAnplSwNn6OBmuwNQMTDvwYv9r25G_CbE2i0b4CZOKIP58Wkip5qI0RuLakzMt-8gFLcWcpTcBrj_dBc2yucVqKmyRLryE/s1600/Snap20.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBEJKBxnOuriiuk_KuEfOaTFoBIkdpuT9i7ohabuxCR0H_ifAnplSwNn6OBmuwNQMTDvwYv9r25G_CbE2i0b4CZOKIP58Wkip5qI0RuLakzMt-8gFLcWcpTcBrj_dBc2yucVqKmyRLryE/s1600/Snap20.png" height="500" width="640" /></a><br />
<br />
Input the Header and the URL, click OK<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8j0fgT1x976k-k7UYP3-rROvlhbV7tLTstF1Ct09G-uPOmsv8U3WvSKT6_G5Zfg-UZkGn4hWP71Na2wzGW8eTZGmw3U8sfXyaMutGkiOV-SmC6UjnZuAAE5XA0cC18Oros86s0FPxD5M/s1600/Snap23.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8j0fgT1x976k-k7UYP3-rROvlhbV7tLTstF1Ct09G-uPOmsv8U3WvSKT6_G5Zfg-UZkGn4hWP71Na2wzGW8eTZGmw3U8sfXyaMutGkiOV-SmC6UjnZuAAE5XA0cC18Oros86s0FPxD5M/s1600/Snap23.png" height="116" width="640" /></a><br />
<br />
You can find the web page displayed as below. If you want to type some commentaries in the dashboard, click the Commentary button.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi0iogsPRiWwifSnNV9Jg3nKUgZK3zE8ZRwSV879UPef2zPFZzYNa6vk76sblROl3ijIZdFe5OOoo49qM2cIdeizsb6yDP64VAiQMzQOY7h9xFSZmjlUHRAMVL4i-qayaOMmMDObk3cKms/s1600/Snap24.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi0iogsPRiWwifSnNV9Jg3nKUgZK3zE8ZRwSV879UPef2zPFZzYNa6vk76sblROl3ijIZdFe5OOoo49qM2cIdeizsb6yDP64VAiQMzQOY7h9xFSZmjlUHRAMVL4i-qayaOMmMDObk3cKms/s1600/Snap24.png" height="500" width="640" /></a><br />
<br />
Type the Header and the Commentary as below, click OK<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqZlxU95o1hTMbnTegm3t3jibhyZnpeOy_OdjALocxftweYeGbPUqdQdbVe3JlGuzlwzpuX3iXKBr-fWrngyM1exL-8fCOigqw0f08Dgmc1Tr8LfsuFbicIvLH_94rn5rp9j0rdtpzDeU/s1600/Snap25.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqZlxU95o1hTMbnTegm3t3jibhyZnpeOy_OdjALocxftweYeGbPUqdQdbVe3JlGuzlwzpuX3iXKBr-fWrngyM1exL-8fCOigqw0f08Dgmc1Tr8LfsuFbicIvLH_94rn5rp9j0rdtpzDeU/s1600/Snap25.png" height="253" width="640" /></a><br />
<br />
Now you can find the dashboard is shown as below. Then you can change the dashboard name and the dashboard header.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwGKKll10TldPapMP3L92v6Z3FiGVMnyVkuFKliFPojKALaYk1rFdiDHm7SgdhDPQWv05BADKsX-2z5LfvRpdbWkaVj5YNWzHiRydH8NJPY2vq0QEz7h_f3ByhTRaH0adolTLjFEna7A0/s1600/Snap33.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwGKKll10TldPapMP3L92v6Z3FiGVMnyVkuFKliFPojKALaYk1rFdiDHm7SgdhDPQWv05BADKsX-2z5LfvRpdbWkaVj5YNWzHiRydH8NJPY2vq0QEz7h_f3ByhTRaH0adolTLjFEna7A0/s1600/Snap33.png" height="500" width="640" /></a><br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYHNU6IGvTeYIohMOXJbNxgesS_BCQX1_DcF4np7ZyL8VZDGdpdk0bw38LiJJ8O6t74GeewBkGnxphXyoFLFSVhyphenhyphenKAomI9eV0QxP5-cHYiAlCemufjEYwytdc-B9Mgkma1HtAmOD7LDd8/s1600/Snap34.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYHNU6IGvTeYIohMOXJbNxgesS_BCQX1_DcF4np7ZyL8VZDGdpdk0bw38LiJJ8O6t74GeewBkGnxphXyoFLFSVhyphenhyphenKAomI9eV0QxP5-cHYiAlCemufjEYwytdc-B9Mgkma1HtAmOD7LDd8/s1600/Snap34.png" height="304" width="640" /></a><br />
<br />
After all the settings are done, click Finish to save and close.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3XA5GlaeAq7fefVlRSEieUrmWeQzY5R8jxGiAQvfOT-wfyKjAXHIV468iTIQjxS5gcJ3ItorofauNoiFX-MpCKua-kIw3N_10SY_OQxxRBa0gkLjf6zecgRzX9iDRN3kLdaHCmke9NqE/s1600/Snap35.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3XA5GlaeAq7fefVlRSEieUrmWeQzY5R8jxGiAQvfOT-wfyKjAXHIV468iTIQjxS5gcJ3ItorofauNoiFX-MpCKua-kIw3N_10SY_OQxxRBa0gkLjf6zecgRzX9iDRN3kLdaHCmke9NqE/s1600/Snap35.png" height="498" width="640" /></a><br />
<br />
Then you can find the new added dashboard here, click the dashboard name to launch.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHdrSd1u88Nd5FrI2GoFc-gryuE2BIkuG-0j14RqkuwWNPAJFWvMSxC1yfodJ5HkO2iFtc7PUx5HIg9WpyTk0xeQHS6lLZusCScximpsvOlghwgFjFZ4wmhoDmdUwRKLnZjW97nPoD264/s1600/Snap36.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgHdrSd1u88Nd5FrI2GoFc-gryuE2BIkuG-0j14RqkuwWNPAJFWvMSxC1yfodJ5HkO2iFtc7PUx5HIg9WpyTk0xeQHS6lLZusCScximpsvOlghwgFjFZ4wmhoDmdUwRKLnZjW97nPoD264/s1600/Snap36.png" height="224" width="640" /></a><br />
<br />
The dashboard shows below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJJ0XFVzVu9rd7TsK7QcD_lPIdwm6cR5U1-t6vAbFDDQqWRkgUem_mgGiWH1NsZ5UR_aRkSvWR2P8-r_run52VbZ0AX5yOokT4pMcF7n3JIliH7XwGFBrHuEyF_TkzmTt1v-Ey-XfXRfg/s1600/Snap39.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJJ0XFVzVu9rd7TsK7QcD_lPIdwm6cR5U1-t6vAbFDDQqWRkgUem_mgGiWH1NsZ5UR_aRkSvWR2P8-r_run52VbZ0AX5yOokT4pMcF7n3JIliH7XwGFBrHuEyF_TkzmTt1v-Ey-XfXRfg/s1600/Snap39.png" height="500" width="640" /></a><br />
<br />
Then click "Tasks" button, in this page you can select your task list and complete it in the Simplified Interface mode.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgo47wdqTRKhnIaCSVSOSMBXvKshkmu-bNknI_1FwIv9BwJuGpJC4ueV0aYV4nf86Z5KmFnQ2AAgpMWjtxG2pIRibslAuBhs7tLPkg8EWrCDL8lb7Qa457pY4wJyKieN79H9umlul7KXr8/s1600/Snap40.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgo47wdqTRKhnIaCSVSOSMBXvKshkmu-bNknI_1FwIv9BwJuGpJC4ueV0aYV4nf86Z5KmFnQ2AAgpMWjtxG2pIRibslAuBhs7tLPkg8EWrCDL8lb7Qa457pY4wJyKieN79H9umlul7KXr8/s1600/Snap40.png" height="500" width="640" /></a><br />
<br />
Click "Plans" button, actually it should be called Forms because here contains all the single and composite forms. Select the form folder as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlMynuru4Tb98v1f9Gv03OMHTD3p5q2Q8xl4zHNdDGTF08N9YY4KVsLuZ6icDRZWhNCoAYzHgWjB3s1SuqKoH9qEn-lSY1KVcb562wEyWjoXJXPf8MupUhTNLvOVW4AfiwJZQCX3dVTA8/s1600/Snap42.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlMynuru4Tb98v1f9Gv03OMHTD3p5q2Q8xl4zHNdDGTF08N9YY4KVsLuZ6icDRZWhNCoAYzHgWjB3s1SuqKoH9qEn-lSY1KVcb562wEyWjoXJXPf8MupUhTNLvOVW4AfiwJZQCX3dVTA8/s1600/Snap42.png" height="223" width="640" /></a><br />
<br />
And then click the form you want to open.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjdhvn802QYfrYOZOcOvxVYlS62kUc-CRQAFewMxjwHh-gYPYaVzVWfoVWV3Jw3PReqBc2r5eLx0KINgkCB9VFUT_S1d0xylHitRzUKuMWp8f_2rn1rhlhvRsI3wOi5ZJukTNxpyeTBU8/s1600/Snap44.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjdhvn802QYfrYOZOcOvxVYlS62kUc-CRQAFewMxjwHh-gYPYaVzVWfoVWV3Jw3PReqBc2r5eLx0KINgkCB9VFUT_S1d0xylHitRzUKuMWp8f_2rn1rhlhvRsI3wOi5ZJukTNxpyeTBU8/s1600/Snap44.png" height="501" width="640" /></a><br />
<br />
The form shows below, you can input data or review it if you have access.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhck6k6jtPXWbahG7joTJx4d9WZiRqzc5l7Ps8zb0wH4E55CQ75f6_62Rf5AzpTeT5mxzxCUpD2NH_b7zDXL7RTdVhtm7ztT-eWbgWrIC-FrsJLLUIffZKwRHLSs0WbvRM0wE_OmVnwy8/s1600/Snap45.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhck6k6jtPXWbahG7joTJx4d9WZiRqzc5l7Ps8zb0wH4E55CQ75f6_62Rf5AzpTeT5mxzxCUpD2NH_b7zDXL7RTdVhtm7ztT-eWbgWrIC-FrsJLLUIffZKwRHLSs0WbvRM0wE_OmVnwy8/s1600/Snap45.png" height="440" width="640" /></a><br />
<br />
Click Data tab, you can find many shortcut buttons here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKaxjGdNhRHrfOLLi679dWp253_dB0QIJoAOsb-q0CELYJhWc7N9y3nJTnr_-Wi_lSMheRII7N0F_qpFmARwT8oLCOS16p-oya3y15lqXPdIJV5eU1a_2-cyZxgvyI4e70z6Hbg3ErpqA/s1600/Snap46.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKaxjGdNhRHrfOLLi679dWp253_dB0QIJoAOsb-q0CELYJhWc7N9y3nJTnr_-Wi_lSMheRII7N0F_qpFmARwT8oLCOS16p-oya3y15lqXPdIJV5eU1a_2-cyZxgvyI4e70z6Hbg3ErpqA/s1600/Snap46.png" height="440" width="640" /></a><br />
<br />
And in the Format tab, you can change the form's format.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgtVQgAJQgomVAZYNDGF4Fp-lCm8xJaMqcZ8GZ1v9_ciT6254ZHy-WMtPGdFV8RF3Tg4nbLtxW63YHziEoYryZ2QUGGFDTLA7hdQ6no8N394zqy5Tgy6CzbcGnThdPPqBFkzGCWwI39nA/s1600/Snap47.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgtVQgAJQgomVAZYNDGF4Fp-lCm8xJaMqcZ8GZ1v9_ciT6254ZHy-WMtPGdFV8RF3Tg4nbLtxW63YHziEoYryZ2QUGGFDTLA7hdQ6no8N394zqy5Tgy6CzbcGnThdPPqBFkzGCWwI39nA/s1600/Snap47.png" height="440" width="640" /></a><br />
<br />
And some actions that you can find here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgaEvpIIsZteimf59V9uNR6G6Eu4Qj4ZQpu8EqmtFwNldg3bYXOHFCZZPWfkDPOYEIMUt4DmIzpaOtuNtMrQa_lVMcqtgeqPprZE_XHD4EboBUp26f6SoqX21Rb3IWlejj0XdDO2IiTVTE/s1600/Snap48.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgaEvpIIsZteimf59V9uNR6G6Eu4Qj4ZQpu8EqmtFwNldg3bYXOHFCZZPWfkDPOYEIMUt4DmIzpaOtuNtMrQa_lVMcqtgeqPprZE_XHD4EboBUp26f6SoqX21Rb3IWlejj0XdDO2IiTVTE/s1600/Snap48.png" height="440" width="640" /></a><br />
<br />
Now let's move to the Rules page, it contains all the business rules and you can launch them here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb7dhvewadKTD9BDhLM0fhmDMsWLJbYhyphenhyphenzfCQ6K3IAeVIJTVWh42erSTtbNwvsCpma46JCDDRQ_jkifAqNjpzroulSiFkkHLa0kaDWI1LCKU5EyanrpE64uX2O6FDz6PjrxfB2g6Z29p8/s1600/Snap49.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb7dhvewadKTD9BDhLM0fhmDMsWLJbYhyphenhyphenzfCQ6K3IAeVIJTVWh42erSTtbNwvsCpma46JCDDRQ_jkifAqNjpzroulSiFkkHLa0kaDWI1LCKU5EyanrpE64uX2O6FDz6PjrxfB2g6Z29p8/s1600/Snap49.png" height="440" width="640" /></a><br />
<br />
In the Approvals page, you can manage the approvals here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-AG_QFK1C-v9OYiT4btL0EiTnRwY18PBXOwvYUQK3KIAVJTEt347-5QqnwEUx-OZLWYW5u6q-5EOPiLqIgMs88jTxj41vXQruSVRgS3o80Ygu6xTXZSfphBCOqaCpkinCgLmg6P-qk4s/s1600/Snap50.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-AG_QFK1C-v9OYiT4btL0EiTnRwY18PBXOwvYUQK3KIAVJTEt347-5QqnwEUx-OZLWYW5u6q-5EOPiLqIgMs88jTxj41vXQruSVRgS3o80Ygu6xTXZSfphBCOqaCpkinCgLmg6P-qk4s/s1600/Snap50.png" height="380" width="640" /></a><br />
<br />
In the Reports page, you can find all the Financial Reports here. You can open them in HTML or PDF mode.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgf7_pYukRS3P-zjqPGjU91uSMkLt65OmqalHzV-hwcHQXBnZ7qTcSzj_TgbgQh4_ojrrfR5eObKgzXS7fahe1WXGQcAILzc3DL2fWCxBKtLNNy9K775gS6o2FatqahBTVmR43w7_XIS84/s1600/Snap51.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgf7_pYukRS3P-zjqPGjU91uSMkLt65OmqalHzV-hwcHQXBnZ7qTcSzj_TgbgQh4_ojrrfR5eObKgzXS7fahe1WXGQcAILzc3DL2fWCxBKtLNNy9K775gS6o2FatqahBTVmR43w7_XIS84/s1600/Snap51.png" height="380" width="640" /></a><br />
<br />
Select the POV and then continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQgOiBmYG5AvXgKqA9rFTIGhGzF9ZxPNxTiRw2BSh_OEPxqcaHKnDo2KZSYwTv6v1HZjbyKV0yt7M5KVcghE7sNfAK4oI4ZgxsnwQLIiQBXwdKGzhCvhtX7eWOz-EqBJAuuEQc61TlmDM/s1600/Snap52.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQgOiBmYG5AvXgKqA9rFTIGhGzF9ZxPNxTiRw2BSh_OEPxqcaHKnDo2KZSYwTv6v1HZjbyKV0yt7M5KVcghE7sNfAK4oI4ZgxsnwQLIiQBXwdKGzhCvhtX7eWOz-EqBJAuuEQc61TlmDM/s1600/Snap52.png" height="188" width="640" /></a><br />
<br />
The financial reports can be displayed as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLLPwBpwqfoOmBnVtgsi_ln7naxpnLYdaUv7ElQxjMqsgYGcWT24vBu1TFhUsJrUGoFeKvZ1R7CXJQFLQGn1ReT4mbnUysSxePq0dwWw63yBZ2NmcykseuYtZ_T7gRaMSpNdMTfkl6Dh4/s1600/Snap53.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLLPwBpwqfoOmBnVtgsi_ln7naxpnLYdaUv7ElQxjMqsgYGcWT24vBu1TFhUsJrUGoFeKvZ1R7CXJQFLQGn1ReT4mbnUysSxePq0dwWw63yBZ2NmcykseuYtZ_T7gRaMSpNdMTfkl6Dh4/s1600/Snap53.png" height="498" width="640" /></a><br />
<br />
In the Console page, you can have an overview of the application. How many tasks, forms, rules and approval hierarchies are in the application.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEBq6MqgRC5ijU-QC-e3V4Q0BHA5JcfgT996N19vW7oJ2zR6ypNQaLyj0xrnSSG50-HwDflWnpSg4WdTeZ9BWaZgzPhg6wuSX6G-p-iLWZzvd5NODmFjN0WpqjYZiy-Z-_U7qaglESfZI/s1600/Snap54.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEBq6MqgRC5ijU-QC-e3V4Q0BHA5JcfgT996N19vW7oJ2zR6ypNQaLyj0xrnSSG50-HwDflWnpSg4WdTeZ9BWaZgzPhg6wuSX6G-p-iLWZzvd5NODmFjN0WpqjYZiy-Z-_U7qaglESfZI/s1600/Snap54.png" height="498" width="640" /></a><br />
<br />
Switch to Plan Types tab, you can manage the plan types here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirlG5etN0DkX9STJC0Xrt4aj9KhVWmzJyw3PFfDINdkSf_BPwlJN8miad9pOnEPfqLN2H37yCY6EWPaoevfy2Dhkm4AJkvwUcWbkX1F2OtsqgsRg5D8l0oxVQM1iPhuvOA3i9Ad6LATJc/s1600/Snap55.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirlG5etN0DkX9STJC0Xrt4aj9KhVWmzJyw3PFfDINdkSf_BPwlJN8miad9pOnEPfqLN2H37yCY6EWPaoevfy2Dhkm4AJkvwUcWbkX1F2OtsqgsRg5D8l0oxVQM1iPhuvOA3i9Ad6LATJc/s1600/Snap55.png" height="498" width="640" /></a><br />
<br />
In the Dimensions tab, you can find the dimensions of each plan type, the order of them, the dense sparse setting, and also the evaluation order.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhWUNDHJLCdWn_-q8VuGoSAlI0zMpfq1lb8QgUdOpfzqfqo0Js01auQPPMbB7C_TKcXCe3oRI27MBEwi7rkWoOXh5yct2lvduZNBUfnBGeCgORf6rx_XQF-DWGMdFCQXXRNZ780eIaivI/s1600/Snap56.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhWUNDHJLCdWn_-q8VuGoSAlI0zMpfq1lb8QgUdOpfzqfqo0Js01auQPPMbB7C_TKcXCe3oRI27MBEwi7rkWoOXh5yct2lvduZNBUfnBGeCgORf6rx_XQF-DWGMdFCQXXRNZ780eIaivI/s1600/Snap56.png" height="498" width="640" /></a><br />
<br />
In the Settings page, you can change the applications settings here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnnutq8hv1n0510shFvRxxRf1gHqDR5twHXrc6waYm0K7IH78AnkzNKqDTMWkMBM4d5Q5wWnhjzrVieNJiLzPxoYjCvHffKJ0uyVoWqjJSqXbRoTMxrBkPoGK83E52g-pQLZSN5OKRxoc/s1600/Snap58.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnnutq8hv1n0510shFvRxxRf1gHqDR5twHXrc6waYm0K7IH78AnkzNKqDTMWkMBM4d5Q5wWnhjzrVieNJiLzPxoYjCvHffKJ0uyVoWqjJSqXbRoTMxrBkPoGK83E52g-pQLZSN5OKRxoc/s1600/Snap58.png" height="496" width="640" /></a><br />
<br />
In the Appearance tab, you can change the Theme, Logo and the background display as below (Only apply to Simplified Interface). For example, I input the Logo URL and then click Save.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3Wub56KUJe-_QRe5RtOsdKK05VKAaFhdokBTxuuHz1uCrmQBlUy9tpW9YWX7Jpn97mTge-rCmgvABhmGJYDeFw2wyyW0cvMMLpvjq0cAKyw9YpZCFpTQDtcXjCXbDqxz6gf9EqINBuas/s1600/Snap61.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3Wub56KUJe-_QRe5RtOsdKK05VKAaFhdokBTxuuHz1uCrmQBlUy9tpW9YWX7Jpn97mTge-rCmgvABhmGJYDeFw2wyyW0cvMMLpvjq0cAKyw9YpZCFpTQDtcXjCXbDqxz6gf9EqINBuas/s1600/Snap61.png" height="497" width="640" /></a><br />
<br />
Then you can find the new added Logo appeared in the right hand side of the application name.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinvvAL4JbXdIg-vLYffeNVPO5HTLjCNREFUJ5kp8P8KWKkVx8ySovc98s_PLALH-qEp2dwcZ8GNOTI7Gpmr9NXZjGAF7wEfeOHSfW5AxIBGiCUP-UG_yJR9EG1W08vxZgzfSL_EFQwz-o/s1600/Snap62.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinvvAL4JbXdIg-vLYffeNVPO5HTLjCNREFUJ5kp8P8KWKkVx8ySovc98s_PLALH-qEp2dwcZ8GNOTI7Gpmr9NXZjGAF7wEfeOHSfW5AxIBGiCUP-UG_yJR9EG1W08vxZgzfSL_EFQwz-o/s1600/Snap62.png" height="498" width="640" /></a><br />
<br />
The Academy page is a general guideline for the current user, you can have a read if you are interested.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCemRCxB2-0j0lUlaNulfF4wBQJh31pIiho0fCckGZqwGruoZOaom-837Yzb4uoz-ZdICU2VA_CsuuRYJJk19Y1g5HZ5SjG0d86SlwwiLlG8ubBJfjk8i7qb5GEMP2wfvS7xp9CM4S6fM/s1600/Snap63.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCemRCxB2-0j0lUlaNulfF4wBQJh31pIiho0fCckGZqwGruoZOaom-837Yzb4uoz-ZdICU2VA_CsuuRYJJk19Y1g5HZ5SjG0d86SlwwiLlG8ubBJfjk8i7qb5GEMP2wfvS7xp9CM4S6fM/s1600/Snap63.png" height="498" width="640" /></a><br />
<br />
The Navigator page contains all the links of Planning functions, which will navigate you to the normal user interface web page.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7nTt4p7ZZVnJKu-3j9Anqn1iNCMzhxbYPs_tyJZ2hS8IFRSYWhmTb8PBmWFXN8O0PLQhIrhsSpq__ZkcN8S3mSHo4DizgVuvypDqyjMfkvY_gRcmC_9EtVCWLZ_NtZeJg7wXhMpLwbC0/s1600/Snap64.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7nTt4p7ZZVnJKu-3j9Anqn1iNCMzhxbYPs_tyJZ2hS8IFRSYWhmTb8PBmWFXN8O0PLQhIrhsSpq__ZkcN8S3mSHo4DizgVuvypDqyjMfkvY_gRcmC_9EtVCWLZ_NtZeJg7wXhMpLwbC0/s1600/Snap64.png" height="498" width="640" /></a><br />
<br />
There is a direct enter link for the Simplified Interface, http://server:19000/HyperionPlanning, in this direct link you can select your favorite language and then login.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiV8kGHBP0z9erd3UVrrsJDc7wYVwIHbW2HXYniYIIlopZ2NDrSFj0loOqR97zWA2zShCOnRHMYhWg-wPBPSkjudMyolfmAo6DioRJo8cUXzyjjB1G9ucHO8iuOuKPQdYLlAFw1WXYRq5o/s1600/Snap65.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiV8kGHBP0z9erd3UVrrsJDc7wYVwIHbW2HXYniYIIlopZ2NDrSFj0loOqR97zWA2zShCOnRHMYhWg-wPBPSkjudMyolfmAo6DioRJo8cUXzyjjB1G9ucHO8iuOuKPQdYLlAFw1WXYRq5o/s1600/Snap65.png" height="533" width="640" /></a><br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuWsD2riLwA9QK8fsmvM9Kr-2zIZrzXQAzBIf8bg-Q26ZGU4_Fdq5fmQYUKYfoTN-qTgfNUlvX-QM0xS91IU-JYw9-ECJVVLNpuy4Jw48h0HHufnBQGL7Tia79lTbRMkymvaR890SIXFc/s1600/Snap67.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuWsD2riLwA9QK8fsmvM9Kr-2zIZrzXQAzBIf8bg-Q26ZGU4_Fdq5fmQYUKYfoTN-qTgfNUlvX-QM0xS91IU-JYw9-ECJVVLNpuy4Jw48h0HHufnBQGL7Tia79lTbRMkymvaR890SIXFc/s1600/Snap67.png" height="372" width="640" /></a><br />
<br />
The language changes as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhf5UWuEulPpeF_d3S3mRBeAFk1apTy-U6wqzpoc97IiAZU7rX8tDlEg8ci3pXFtKM0BnLLBhHFp3Sf-fKMVBtNsp-hfE9OqOvusvSRuM8p5EsIhPplvMhMX2DOTqw3O-G3wkAQllWfgOE/s1600/Snap69.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhf5UWuEulPpeF_d3S3mRBeAFk1apTy-U6wqzpoc97IiAZU7rX8tDlEg8ci3pXFtKM0BnLLBhHFp3Sf-fKMVBtNsp-hfE9OqOvusvSRuM8p5EsIhPplvMhMX2DOTqw3O-G3wkAQllWfgOE/s1600/Snap69.png" height="276" width="640" /></a>Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com7tag:blogger.com,1999:blog-2900039444897015685.post-42212259051932375702015-02-17T23:44:00.002-08:002015-02-17T23:57:50.365-08:00Oracle EPM 11.1.2.4 - Installation and ConfigurationAfter download and unzip the EPM related installation files into one folder, right click "installTool.cmd" and then Run as administrator.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiJ7xA0l5Knw7_q6bNHvrAT8ashKAgDWEhVxidJ3FX4cbis7n0f1Te5IPPLB4AMj2BLGHosqGQOSUbw1uVDT_9W9j0yjXpo1e1BPUdg4Ovv7KpiF_KD244dWF413kWkMKvdXBqPwZIqQLA/s1600/Snap36.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiJ7xA0l5Knw7_q6bNHvrAT8ashKAgDWEhVxidJ3FX4cbis7n0f1Te5IPPLB4AMj2BLGHosqGQOSUbw1uVDT_9W9j0yjXpo1e1BPUdg4Ovv7KpiF_KD244dWF413kWkMKvdXBqPwZIqQLA/s1600/Snap36.png" height="317" width="640" /></a><br />
<br />
Select a language as below,<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJUH68ZSCMlQOiCAddTyAPWuG2wDOzIf5FZIgkXOOvH9DePf49mY82_7TQO7avfETSxORRSJbycGrnc6YSL5qJghLSNhQit8V8WZOpXqFFN3P5j_p3N1QWcYsR63jff6CVmBKKP51ZmS4/s1600/Snap1.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJUH68ZSCMlQOiCAddTyAPWuG2wDOzIf5FZIgkXOOvH9DePf49mY82_7TQO7avfETSxORRSJbycGrnc6YSL5qJghLSNhQit8V8WZOpXqFFN3P5j_p3N1QWcYsR63jff6CVmBKKP51ZmS4/s1600/Snap1.png" /></a><br />
<br />
After passed all the prerequisite checks, click Next<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEie2y3cRf0W-g79iEy1-wy4NAYPp0P6FExxH5KXBoo7RE4tXDbmTTcZwBSM-w0zw_DKq_eJeXG09IsX_0QAwEGkH2NrA_uop0etTZak6PhCgLrWKqws4MTkWyWD83RfPTz9G1femP3Qrgw/s1600/Snap2.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEie2y3cRf0W-g79iEy1-wy4NAYPp0P6FExxH5KXBoo7RE4tXDbmTTcZwBSM-w0zw_DKq_eJeXG09IsX_0QAwEGkH2NrA_uop0etTZak6PhCgLrWKqws4MTkWyWD83RfPTz9G1femP3Qrgw/s1600/Snap2.png" height="361" width="640" /></a><br />
<br />
Change the location where you want to install<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEha096zQAw0boFcdXRqkffFGpcolNm4QoFB3Vmgx-hdUhsLirlymHcszrZLh_u3vZ5Z4c2T8xKgcou7csZqea-Di4NQRq4-g7AV2Qsiu81D7QvfRdHv27Xpc9l1QQ3u6-DMVgXqmHDbnfs/s1600/Snap3.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEha096zQAw0boFcdXRqkffFGpcolNm4QoFB3Vmgx-hdUhsLirlymHcszrZLh_u3vZ5Z4c2T8xKgcou7csZqea-Di4NQRq4-g7AV2Qsiu81D7QvfRdHv27Xpc9l1QQ3u6-DMVgXqmHDbnfs/s1600/Snap3.png" height="361" width="640" /></a><br />
<br />
If it is the first installation, select New installation and then Next<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAukBLMxBEnGHFsmT1bIG1QleZhrQ5DfK0hAnzUcAC2r7R94LXyhybgr1lMelCka3GsY8nQe4aSGQMSIuIexKq9ixQEyq6HZUSdc2GcrwdU2BFInkUr_-ZikAvsLHSndLvVYXnPZtEnDE/s1600/Snap4.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAukBLMxBEnGHFsmT1bIG1QleZhrQ5DfK0hAnzUcAC2r7R94LXyhybgr1lMelCka3GsY8nQe4aSGQMSIuIexKq9ixQEyq6HZUSdc2GcrwdU2BFInkUr_-ZikAvsLHSndLvVYXnPZtEnDE/s1600/Snap4.png" height="361" width="640" /></a><br />
<br />
Select the components you want to install, remember to select Oracle HTTP Server<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhw0kHiZ34F50NJsHn9iBa-rI0cf1jz03L59FEnmZe9OwofZLadKMpAEt6CMDzoEWX848HAb1-YhgYj-GCsUyCHiTO5bmkN_qE_1koUpQebxIYPeoMNs8QpmG0T2Mq2KYjQeN3KTS9OfWA/s1600/Snap5.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhw0kHiZ34F50NJsHn9iBa-rI0cf1jz03L59FEnmZe9OwofZLadKMpAEt6CMDzoEWX848HAb1-YhgYj-GCsUyCHiTO5bmkN_qE_1koUpQebxIYPeoMNs8QpmG0T2Mq2KYjQeN3KTS9OfWA/s1600/Snap5.png" height="361" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyFJOw5fwJCb1qxPhxiuueH2BfOE9LLmkbLFWFWAz-5ZnvJaoY39pDnlBdQQWQOs3KM-JESjjBiqSEZ6BjrYVaXJ9ovNPwOXs05e0IoLUzxkpv9IaeZH7tLjsOoGSGoiJYMJQf5ZQM7bA/s1600/Snap6.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyFJOw5fwJCb1qxPhxiuueH2BfOE9LLmkbLFWFWAz-5ZnvJaoY39pDnlBdQQWQOs3KM-JESjjBiqSEZ6BjrYVaXJ9ovNPwOXs05e0IoLUzxkpv9IaeZH7tLjsOoGSGoiJYMJQf5ZQM7bA/s1600/Snap6.png" height="360" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6NUygQto7V1Kj2XlLvBfp-8ZAfANsEOYZBRRh7i56G7UswoMIwFT8k55PeaNWbodHOBG9wqXa_xDqf76lkxOXU3U0eRXfWwBMpgiSGobUwcg_KLskxGepDDht2B7VFQ9KqohEg2qIVn8/s1600/Snap7.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6NUygQto7V1Kj2XlLvBfp-8ZAfANsEOYZBRRh7i56G7UswoMIwFT8k55PeaNWbodHOBG9wqXa_xDqf76lkxOXU3U0eRXfWwBMpgiSGobUwcg_KLskxGepDDht2B7VFQ9KqohEg2qIVn8/s1600/Snap7.png" height="360" width="640" /></a><br />
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Confirm the components you want to install, click Next<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgvLzQrTIBg9qtz1E-gSO57tAk1Az7OhhkK4UTVHWFoQRPTmN5yMRBIrtpPxNsOVDO8pdPtyo1ggA9NkfX7Y0qGAo_04Y0qnbwDRQd77xzIvLhKVTfCFQVIOpphAnokzTxH0iqjLZ-UYgs/s1600/Snap8.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgvLzQrTIBg9qtz1E-gSO57tAk1Az7OhhkK4UTVHWFoQRPTmN5yMRBIrtpPxNsOVDO8pdPtyo1ggA9NkfX7Y0qGAo_04Y0qnbwDRQd77xzIvLhKVTfCFQVIOpphAnokzTxH0iqjLZ-UYgs/s1600/Snap8.png" height="360" width="640" /></a><br />
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After the installation was successful, click Configure to do the configuration.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgW_bXqOf0rlwISglPq8v0soQA-V3xKkZEHL1qRpA4U_fpGVBOXLZjUiUi25VSyOo06Tm6fz1JAADITwcfdLZFcYOLOYd_TdjD85FVbaKaGaX-obXS8v5q_0XcnR1Nt9R6XicBoPSn2tGw/s1600/Snap9.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgW_bXqOf0rlwISglPq8v0soQA-V3xKkZEHL1qRpA4U_fpGVBOXLZjUiUi25VSyOo06Tm6fz1JAADITwcfdLZFcYOLOYd_TdjD85FVbaKaGaX-obXS8v5q_0XcnR1Nt9R6XicBoPSn2tGw/s1600/Snap9.png" height="360" width="640" /></a><br />
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I used the default home directory and instance name for the configuration<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNxCJXi9vJOyURmNA1dbtGfMxVnhj7eg_BU9h9jz0J0TuHj0-kWy-sNyuYAJ1vi9Iila8-A4bvhV1YMVi3Hf5-44TXgeryJl9iAvpgN4vT9THECfsHZo7V5LiHd9vFvOkG3AEBqOYSZFU/s1600/Snap10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNxCJXi9vJOyURmNA1dbtGfMxVnhj7eg_BU9h9jz0J0TuHj0-kWy-sNyuYAJ1vi9Iila8-A4bvhV1YMVi3Hf5-44TXgeryJl9iAvpgN4vT9THECfsHZo7V5LiHd9vFvOkG3AEBqOYSZFU/s1600/Snap10.png" height="361" width="640" /></a><br />
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Select Perform first-time configuration of Shared Services database. Because I used MS SQL Server as the relation database, I selected Oracle's MS SQL Server Driver (Type 4) and input the server and database information as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlyOUl_MyuhtUa4ec0_BvMAE_i9-uEr7wGTpDlOIwKpl12ELx38R0qAzJwirihq5s1Fny0C8vA6WGAFdMYgeh7zXL-r_6cZ2VPuYInFPqh2GW7CM7rmwgzFl4l0NUTK4aZpOFWktL0eoE/s1600/Snap11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhlyOUl_MyuhtUa4ec0_BvMAE_i9-uEr7wGTpDlOIwKpl12ELx38R0qAzJwirihq5s1Fny0C8vA6WGAFdMYgeh7zXL-r_6cZ2VPuYInFPqh2GW7CM7rmwgzFl4l0NUTK4aZpOFWktL0eoE/s1600/Snap11.png" height="361" width="640" /></a><br />
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From version 11.1.2.3, you can configure all the components at the same time even you want to specify different databases for different products. Just keep all the selected components for the configuration.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9t7f6s0GWiyU4wmVmZpXXl435UaEFI8T4DKD24-X9e9gih-yr1U3VkvFJVrlBneGVwSvdOv62Wr1sbz9S8hDtN4TuMQhSd2WgKhyi5FduMaNaXVui1StvM-ixo4Mo3aRQCidDWV4Fex0/s1600/Snap12.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9t7f6s0GWiyU4wmVmZpXXl435UaEFI8T4DKD24-X9e9gih-yr1U3VkvFJVrlBneGVwSvdOv62Wr1sbz9S8hDtN4TuMQhSd2WgKhyi5FduMaNaXVui1StvM-ixo4Mo3aRQCidDWV4Fex0/s1600/Snap12.png" height="361" width="640" /></a><br />
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Keep the following settings and then Next<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMjZEbAD93sCD9vtvDN37X-m8M0dPWOmTMhLxwYOXXnjGWatMRrTF4sEhf5ZVBTeRQvWpGOeFYlgQ_IWDa5G5P9eOQeZjAlozjUFgKWq0-kOnprFoUZvmPGg8qhDjZIoTT2okmE7_K7Zk/s1600/Snap13.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMjZEbAD93sCD9vtvDN37X-m8M0dPWOmTMhLxwYOXXnjGWatMRrTF4sEhf5ZVBTeRQvWpGOeFYlgQ_IWDa5G5P9eOQeZjAlozjUFgKWq0-kOnprFoUZvmPGg8qhDjZIoTT2okmE7_K7Zk/s1600/Snap13.png" height="361" width="640" /></a><br />
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Specify DB name, username and password for different products, and then Next<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7PZo8KLPd7zZo2SQwOqy4sHsMrJGQrOlr2qNIm9ObGX3Osul7OVu18o1iN_rkp_hd-HL1WlZatDymw5TvwV-Y0Do4xf1VLedViIen-TKFddlAhwZNm3gfDYVigwrbdLi6kJdOvlycck0/s1600/Snap14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7PZo8KLPd7zZo2SQwOqy4sHsMrJGQrOlr2qNIm9ObGX3Osul7OVu18o1iN_rkp_hd-HL1WlZatDymw5TvwV-Y0Do4xf1VLedViIen-TKFddlAhwZNm3gfDYVigwrbdLi6kJdOvlycck0/s1600/Snap14.png" height="361" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgnXVxBG-lRb1cgO7DDaJw_-PQgRaVqjLJnq0b3lg0kryAaQyvaymlUfiaQmw4jxbY7az4v3JPsNSxuiYbF1zBs2RBYLdGa3a9LvML3i-ZZYudGvuuVs5wrQepWnyjco8CNPvB-jOTfk90/s1600/Snap15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgnXVxBG-lRb1cgO7DDaJw_-PQgRaVqjLJnq0b3lg0kryAaQyvaymlUfiaQmw4jxbY7az4v3JPsNSxuiYbF1zBs2RBYLdGa3a9LvML3i-ZZYudGvuuVs5wrQepWnyjco8CNPvB-jOTfk90/s1600/Snap15.png" height="360" width="640" /></a><br />
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Input the password for WebLogic user<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJnxSShZrgeiiufiG_8gbK4A16NhBMHaeyojkN4l6niNn5YvgBlvFn5v_cwjbereyT-Rz_qjdBEVzbJP5juy7zh-69YCsHHkIdH2VwbXB4crD_OErsq5FiM6a6pHkXKoAc5zzpsqkFXd8/s1600/Snap16.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJnxSShZrgeiiufiG_8gbK4A16NhBMHaeyojkN4l6niNn5YvgBlvFn5v_cwjbereyT-Rz_qjdBEVzbJP5juy7zh-69YCsHHkIdH2VwbXB4crD_OErsq5FiM6a6pHkXKoAc5zzpsqkFXd8/s1600/Snap16.png" height="360" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguexuo3NE2fJAL4Up-dw3GrYqN4alkpDl4NDhYG716_IIpcw4AUMcOzI2UeqoDNH1RifcnyGFXKfWi5ZsU_N2ur3REtnbpW6uPBjb_xpOa2N9UkHDWHsN-jdXhCOup71vDTip1MkhQJxk/s1600/Snap17.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguexuo3NE2fJAL4Up-dw3GrYqN4alkpDl4NDhYG716_IIpcw4AUMcOzI2UeqoDNH1RifcnyGFXKfWi5ZsU_N2ur3REtnbpW6uPBjb_xpOa2N9UkHDWHsN-jdXhCOup71vDTip1MkhQJxk/s1600/Snap17.png" height="360" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiDRF0doH6pJ-VprnqT3w9IWF32JhEhuJR9idkzH9wNroHkuZxFDHwmjRS4qOsdHP7YvmDWAlYwvz312_YSUsqSQaZB2rGtM2cON-LYZL4OMatFgK3oSmctxwdY4oVWioe6_tAQbYxSSlw/s1600/Snap18.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiDRF0doH6pJ-VprnqT3w9IWF32JhEhuJR9idkzH9wNroHkuZxFDHwmjRS4qOsdHP7YvmDWAlYwvz312_YSUsqSQaZB2rGtM2cON-LYZL4OMatFgK3oSmctxwdY4oVWioe6_tAQbYxSSlw/s1600/Snap18.png" height="361" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcPg53bgaSk8KCjHV-3jTgJNhjGAmKjFnEcPCbpIMaG9lq97UqBQ3brGEpPvGxcxk3-C8TAA7BuHI-SKZG8lB2CljvJ2-C1Iv8wGTrZfcZX29sm2LIwPyNsw4BhO0A1FZdGxllpO_3X0o/s1600/Snap19.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcPg53bgaSk8KCjHV-3jTgJNhjGAmKjFnEcPCbpIMaG9lq97UqBQ3brGEpPvGxcxk3-C8TAA7BuHI-SKZG8lB2CljvJ2-C1Iv8wGTrZfcZX29sm2LIwPyNsw4BhO0A1FZdGxllpO_3X0o/s1600/Snap19.png" height="360" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh4hZ34BnP9kw1O2Ix2aXvS2hqHELL00D6QUqPN7fFoEBXszBDcrlRmqaLB4U1GKIjMvkqHtN2mJNviDDQJulXL-Bu1WAWA3RG6N2w39KLG_tboJjkywueiHvUXOYesp2WbmM08QSiVnFU/s1600/Snap20.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh4hZ34BnP9kw1O2Ix2aXvS2hqHELL00D6QUqPN7fFoEBXszBDcrlRmqaLB4U1GKIjMvkqHtN2mJNviDDQJulXL-Bu1WAWA3RG6N2w39KLG_tboJjkywueiHvUXOYesp2WbmM08QSiVnFU/s1600/Snap20.png" height="360" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3y_yigqZ9Y_RvgdPt2A0rxBlYzF-c1dxZk9DoXepkEVrmuXPaLUTzt8vxzVAwVGnx26b3pUuH-Xf6fp9bwqHSvA9RBRhqbBfvTdP5IlXL_zZxotqa0EVLaD3fzgyFBSPgD6IpMntT-SA/s1600/Snap21.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3y_yigqZ9Y_RvgdPt2A0rxBlYzF-c1dxZk9DoXepkEVrmuXPaLUTzt8vxzVAwVGnx26b3pUuH-Xf6fp9bwqHSvA9RBRhqbBfvTdP5IlXL_zZxotqa0EVLaD3fzgyFBSPgD6IpMntT-SA/s1600/Snap21.png" height="360" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKYE5pTy7zdkN-DVgjs9KIDGE-uwpqrfPelPVKbFk5YOiT_FI0L5vXToySsu4W27XBoCVVwjqdttnlODGrMK5NLKZcGX4hSnYHev96xBI7HCEtM-znaGu19R51vPA2bzgLs4rsLiHqJ2c/s1600/Snap22.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKYE5pTy7zdkN-DVgjs9KIDGE-uwpqrfPelPVKbFk5YOiT_FI0L5vXToySsu4W27XBoCVVwjqdttnlODGrMK5NLKZcGX4hSnYHev96xBI7HCEtM-znaGu19R51vPA2bzgLs4rsLiHqJ2c/s1600/Snap22.png" height="360" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMKH0SMyfHkYe7cBYBSETe0RbVN6tRJroRidAqpSt_qr2CU1p9HEmpibzOBLhXXrKoQEvehF9wqcCAJpcDbT3OCHNkRBfkshM54HDwFWRnQbl8IpraAc0b32Dwj0fHGNQbCR5Wk_1awus/s1600/Snap23.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMKH0SMyfHkYe7cBYBSETe0RbVN6tRJroRidAqpSt_qr2CU1p9HEmpibzOBLhXXrKoQEvehF9wqcCAJpcDbT3OCHNkRBfkshM54HDwFWRnQbl8IpraAc0b32Dwj0fHGNQbCR5Wk_1awus/s1600/Snap23.png" height="360" width="640" /></a><br />
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HFM configuration page, no DCOM user any more<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgxoCCIgVmhg1pxbprUrWiNIDsHWZuTVcN5_GWB39fcGJqVJ9SrAMyPQrAcHheu4R-dFgkQTKJlNbfsAjaK5XqCWlpMEaLarJQ0w7LFBVUTmSPSaSgljxRXoL0yqV74EMSnKhcU495Scw/s1600/Snap24.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgxoCCIgVmhg1pxbprUrWiNIDsHWZuTVcN5_GWB39fcGJqVJ9SrAMyPQrAcHheu4R-dFgkQTKJlNbfsAjaK5XqCWlpMEaLarJQ0w7LFBVUTmSPSaSgljxRXoL0yqV74EMSnKhcU495Scw/s1600/Snap24.png" height="360" width="640" /></a><br />
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Click "Add" to add new cluster for HFM<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhEMPed7uCuONkRic1krnNKJB7JylTweuF9O0yvWKu2Ty6UMg1B0T0V8H0coAlYCQkUmbfkDQX3sYSJJQeu8lP5BZWNccwAtij3OV10L5SUs-9ULGiTobHPEiZj-xXqAVB-Si1KNhd0KZ8/s1600/Snap25.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhEMPed7uCuONkRic1krnNKJB7JylTweuF9O0yvWKu2Ty6UMg1B0T0V8H0coAlYCQkUmbfkDQX3sYSJJQeu8lP5BZWNccwAtij3OV10L5SUs-9ULGiTobHPEiZj-xXqAVB-Si1KNhd0KZ8/s1600/Snap25.png" height="360" width="640" /></a><br />
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Input the HFM Cluster name and click OK<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5HJIqYi1CowvbOX8VP5-DyF1_kAY8mU_n2TY1YpCirlR3B2yABMD3-aiOr5ZZcnDI4xLYlLRB31_PgK0Vg7vTVnhXU79twnZbEhYK-C3hUEy3L0HN8tUCiZ3OWpQh8jO5biU2-V49IIM/s1600/Snap26.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5HJIqYi1CowvbOX8VP5-DyF1_kAY8mU_n2TY1YpCirlR3B2yABMD3-aiOr5ZZcnDI4xLYlLRB31_PgK0Vg7vTVnhXU79twnZbEhYK-C3hUEy3L0HN8tUCiZ3OWpQh8jO5biU2-V49IIM/s1600/Snap26.png" /></a><br />
<br />
Select the available server and then click < Add to add the server to the new added cluster<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5lVie6Vmb-YgjlnVSHHuP1CPgUwqbEqJWQKfuOMREEXWVAvuAGapq5YGrSU9jLzc0_D2DlG7Y3WjBtNJK1TtFezuS75aH-FH-6OsU8m7i-PpOdQp9XobebX6YWYffk167KI1lzqYn1wE/s1600/Snap27.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5lVie6Vmb-YgjlnVSHHuP1CPgUwqbEqJWQKfuOMREEXWVAvuAGapq5YGrSU9jLzc0_D2DlG7Y3WjBtNJK1TtFezuS75aH-FH-6OsU8m7i-PpOdQp9XobebX6YWYffk167KI1lzqYn1wE/s1600/Snap27.png" height="360" width="640" /></a><br />
<br />
Input the admin password for the administrator of Hyperion<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkRxO3vUcrjxh99XrHMvz6QqGV-nbo3KK41fbtRyUh_xDvtD_cSsU9sJJUEtyqUzhgoi6gdS2tZkFsdHZ7772RoOzKg0x2Qak3FenN2DmBiTL8CFmwCWwhH9rsb5_qdotztVEH71yADz0/s1600/Snap28.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkRxO3vUcrjxh99XrHMvz6QqGV-nbo3KK41fbtRyUh_xDvtD_cSsU9sJJUEtyqUzhgoi6gdS2tZkFsdHZ7772RoOzKg0x2Qak3FenN2DmBiTL8CFmwCWwhH9rsb5_qdotztVEH71yADz0/s1600/Snap28.png" height="360" width="640" /></a><br />
<br />
Confirm all the configuration and then click Next<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPMEy8hfUBkE6sJqkKB6OUFzzZ9HtUhPQ2g0t0UxOSTpSbujBBR5n3rxlR6OQo1lH1yl8h_WHJmqWccTq-qDilu9OIc2Vy3DsG5BCn493XmSwGOxjf_-mKPwc4_yy0fDN_3ZYA-uPQaXs/s1600/Snap29.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPMEy8hfUBkE6sJqkKB6OUFzzZ9HtUhPQ2g0t0UxOSTpSbujBBR5n3rxlR6OQo1lH1yl8h_WHJmqWccTq-qDilu9OIc2Vy3DsG5BCn493XmSwGOxjf_-mKPwc4_yy0fDN_3ZYA-uPQaXs/s1600/Snap29.png" height="360" width="640" /></a><br />
<br />
After a while, the configuration was completed<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhVp6oESi04bfNzUqmQ0uHugNmo3dsVWy5Vt7ad6gH_vdGRayZhhAbMBN79atUysciy_cggsEX77bkdH1bTMgSRkMhxuIbVBhgVQ4he9-ff_LN5t-_PXTYGYyH2bJuuNYBTp4vij0MZZm4/s1600/Snap30.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhVp6oESi04bfNzUqmQ0uHugNmo3dsVWy5Vt7ad6gH_vdGRayZhhAbMBN79atUysciy_cggsEX77bkdH1bTMgSRkMhxuIbVBhgVQ4he9-ff_LN5t-_PXTYGYyH2bJuuNYBTp4vij0MZZm4/s1600/Snap30.png" height="360" width="640" /></a><br />
<br />
You can find the Hyperion services in the Windows Services Panel<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEisE30zYdqVXBOfiROFqKBf1jiDh0hX2tHJheaUaV2i3lNLNhGS1MQ6hfz0kagywxKAVzE7QTNLtbChhvbikuXuOdrDb73QKDK_7w1sfo-e1HIE55LAgY9O8Rta88LYRP5uZRlyTqptxlo/s1600/Snap31.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEisE30zYdqVXBOfiROFqKBf1jiDh0hX2tHJheaUaV2i3lNLNhGS1MQ6hfz0kagywxKAVzE7QTNLtbChhvbikuXuOdrDb73QKDK_7w1sfo-e1HIE55LAgY9O8Rta88LYRP5uZRlyTqptxlo/s1600/Snap31.png" height="181" width="640" /></a><br />
<br />
According to the certification matrix, IE 8 is no longer supported by 11.1.2.4. Now it supports Internet Explorer 9.x, Internet Explorer 10.x, Internet Explorer 11.x and Firefox 31.x ESR.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZI0s4sXcreXx-w3O7RqCw4SvIawHLHD7y7xrDVNnevDLFgaNk-L6ZAeTgsuQtjtBXDUNZUkfjQPryrvshR34ReHmAiN9no_q1ogIXINME9wHBBi8Y5bv_TzGZ3yct3J7BKsbuhfUOeVM/s1600/Snap33.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZI0s4sXcreXx-w3O7RqCw4SvIawHLHD7y7xrDVNnevDLFgaNk-L6ZAeTgsuQtjtBXDUNZUkfjQPryrvshR34ReHmAiN9no_q1ogIXINME9wHBBi8Y5bv_TzGZ3yct3J7BKsbuhfUOeVM/s1600/Snap33.png" height="344" width="640" /></a><br />
<br />
After login, you can find the home page is very similar with the previous version<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhsqkGQBIH9oAVTtQCzzwpvmQ690fVsZflf_jlmw1yrXTHLI_HFK2pI68d2oU_JOr6gO7i782tKddNObjh5uP7h_0wGQ_6yS10cBspKI0TMJXWxFBR6dfyfqgOfGpLLFO1CbOmNTG7ITs/s1600/Snap34.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhsqkGQBIH9oAVTtQCzzwpvmQ690fVsZflf_jlmw1yrXTHLI_HFK2pI68d2oU_JOr6gO7i782tKddNObjh5uP7h_0wGQ_6yS10cBspKI0TMJXWxFBR6dfyfqgOfGpLLFO1CbOmNTG7ITs/s1600/Snap34.png" height="344" width="640" /></a><br />
<br />
You can find the workspace version is 11.1.2.4.0.79<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDpqNsx6e9kqsW9LiiHDWYWv1OkS5e-cA3S3McueI2rzCSYN5rmCFpgn9BMb4C0G1Oz_wqfp69G_zc_qHmWVSrGDSJnRzg4d5-7g9VtCjHzx_JVYb4HL4nB7ye7BaqnbbrzFL2oEENEq8/s1600/Snap35.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDpqNsx6e9kqsW9LiiHDWYWv1OkS5e-cA3S3McueI2rzCSYN5rmCFpgn9BMb4C0G1Oz_wqfp69G_zc_qHmWVSrGDSJnRzg4d5-7g9VtCjHzx_JVYb4HL4nB7ye7BaqnbbrzFL2oEENEq8/s1600/Snap35.png" /></a><br />
<br />
For more new features exploration, I will do that in the coming blogs. But Chinese New Year is coming soon, happy new year to all.Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-13850649924425361212015-02-12T00:02:00.000-08:002015-03-10T19:01:24.516-07:00Oracle EPM 11.1.2.4 New FeatureOracle EPM 11.1.2.4 released this month, following are some new features in this version.<br />
<strong><span style="color: #cc0000;"><br /></span></strong><br />
<div>
<strong><span style="color: #cc0000;">Hyperion Planning</span></strong><br />
<ul>
<li><span style="color: #cc0000;"><span style="color: black;"><strong>Enhanced Performance in Simple Forms</strong>: new shortcut keys Tab and Shift+Tab, and new actions such as <span class="guilabel">Undo (Ctrl+Z)</span> and <span class="guilabel">Wrap Text</span>.</span></span></li>
<li><a href="https://www.blogger.com/null" name="new_features_415"></a><strong>Control the Look and Feel of the Interface</strong>: Can add your company logo to the Home page, or create a watermark background by including a URL to an image file.</li>
<li><a href="https://www.blogger.com/null" name="new_features_416"></a><strong>Manage the Application with the Console</strong></li>
<ul>
<li>Get a visual overview of the application.</li>
<li>View a graphic of the number of dimensions by plan type. (You can add plan types.)</li>
<li>See the total number of tasks, plans, rules, and approval hierarchies in the application.</li>
<li>Refresh the application.</li>
<li>Set a schedule for backing up the application, including setting the time zone.</li>
</ul>
<li><div>
<a href="https://www.blogger.com/null" name="new_features_417"></a><strong>Schedule Recurring Jobs</strong>: Schedule and manage jobs such as importing and exporting data or metadata, launching a business rule, and refreshing the database. You can start the job immediately or schedule it to run at intervals.</div>
</li>
<li><div>
<a href="https://www.blogger.com/null" name="new_features_420"></a><strong>Enhanced Planning Capabilities</strong>: </div>
</li>
<ul>
<li>Easily create dashboards in Planning to provide a quick, visual view of key data. Just drag forms, charts, and external links to a dashboard.</li>
<li>Analyze data in robust ad hoc grids by zooming in and out on members, and pivoting dimensions. Change which members to work with.</li>
<li>Format and save ad hoc grids as reports for viewing in Planning or in Oracle Hyperion Financial Reporting.</li>
<li>Format forms to emphasize certain data. For example, set the font size and color. Bold, italicize, or underline data. Set the background color. You can save or clear the formatting.</li>
<li>Visualize tasks by status or by type.</li>
<li>View planning unit status in a graphic.</li>
</ul>
<li><a href="https://www.blogger.com/null" name="new_features_424"></a><strong>Automatic Save</strong>: Administrators can set up a simple form so that planners' data is automatically saved when they move out of a cell, and values are aggregated immediately. The affected cells are displayed in green. To enable automatic save, the administrator selects the new <span class="guilabel">Grid Properties</span> option <span class="guilabel">Enable Autosave</span>. With that option selected, administrators can also select <span class="guilabel">Run Form Rules on Autosave</span>, which updates dynamically calculated cells that depend on the changed cell values.</li>
<li><a href="https://www.blogger.com/null" name="new_features_422"></a><strong>Support for Dynamic Dimension Members</strong>: Users can now add children whenever they want and name them whatever they want. If a parent member is enabled for adding dynamic children, users can create a new member by entering its name in the runtime prompt.</li>
</ul>
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;"></span></strong></span><br />
<div>
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;"><span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;"><br /></span></strong></span></span></strong></span></div>
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;">HFM</span></strong></span><br />
<ul>
<li><span style="color: #cc0000;"><a href="https://www.blogger.com/null" name="hfm_new_features_165"></a><span style="color: black;"><strong>New Architecture</strong>: Oracle Hyperion Financial Management is now platform-independent, and is supported on Windows and Linux (Note that HFM Linux is only supported on Exalytics). This release includes simplified deployment, support for multiple databases per instance, and streamlined integrations.</span></span></li>
<li><a href="https://www.blogger.com/null" name="hfm_new_features_163"></a><strong>Profile Editor on the Web</strong>: You now create and edit application profiles on the Web.</li>
<li><a href="https://www.blogger.com/null" name="hfm_new_features_157"></a><strong>Multiple Selection of Load Files</strong>: Load screens have been enhanced to enable you to select multiple files to load simultaneously. The new multi-selection option is available in Load Data, Load Documents, Load Journals, and Load Intercompany Transactions.</li>
<li><a href="https://www.blogger.com/null" name="hfm_new_features_161"></a><strong>Reordering Tabs</strong>: You can reorder tabs in Financial Management applications. You can drag and drop to reorder tabs, or you can use the Reorder Tabs dialog box to change the order.</li>
<li><a href="https://www.blogger.com/null" name="hfm_new_features_162"></a><strong>Configuration Settings</strong>: Configuration settings are now available through the Financial Management UI. The available settings are displayed with their default values, ranges, and validation criteria. If you are an administrator, you can also override the default setting for certain configuration settings.</li>
<li><a href="https://www.blogger.com/null" name="hfm_new_features_171"></a><strong>Metadata Merge Utility</strong>: If you are upgrading to a new release from an existing release, you can use the Metadata Merge utility to merge your existing metadata files with the files in the latest version. This enables you to retain modifications that you made in your existing metadata file. The utility is located in the Utilities folder.</li>
</ul>
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;"></span></strong></span><br />
<div>
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;"><span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;"><br /></span></strong></span></span></strong></span></div>
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;">FDMEE</span></strong></span><br />
<ul>
<li><span style="color: black;"><strong>FDM Classic is no longer available</strong></span></li>
<li><a href="https://www.blogger.com/null" name="new_features_435"></a><strong>Target Application Enhancements</strong></li>
<ul>
<li>Oracle Hyperion Profitability and Cost Management (HPCM)</li>
<li>Tax Provision Application of Oracle Hyperion Financial Management</li>
</ul>
<li><div>
<a href="https://www.blogger.com/null" name="new_features_441"></a><strong>Target Load Options</strong>: In Data Load Rules, you can now specify target application options specific to a location. For example, you can select different data protection values for each location.</div>
</li>
<li><div>
<a href="https://www.blogger.com/null" name="new_features_431"></a><strong>Data Synchronization</strong>: In this release, a robust data synchronization feature has been added to FDMEE so that you can easily move data between the EPM applications irrespective of the dimensionality of the application without having to create a data file from the EPM source application. You specify the source and target EPM application, and then map the data. Given the powerful mapping features already available, the data can be easily transformed from one application to another application. For example, synchronizing data enables you to move data from Financial Management to Oracle Essbase for reporting.</div>
</li>
<li><div>
<a href="https://www.blogger.com/null" name="new_features_442"></a><strong>Write-Back</strong>: FDMEE has been enhanced to support write-back from all EPM applications (except the Accounts Reconciliation Manger) to Enterprise Resource Planning (ERP) applications. This feature offers significant advantages, such as writing back budgets created in Planning to Peoplesoft or E-Business Suite ERP GL, or moving adjustment journals from Oracle Hyperion Financial Management to ERP Systems like Oracle E-Business Suite or Peoplesoft. Other target systems still need to use a custom application framework.</div>
</li>
<li><div>
<a href="https://www.blogger.com/null" name="new_features_434"></a><strong>POV Locking</strong>: New POV lock options are available in this release that enable you to lock the POV for all locations or to lock the POV for an individual location. Locking the POV prevents locations from modifying the data. When a location has been locked for a particular period or category, users cannot import, validate, export, or rerun the validation report.</div>
</li>
<li><div>
<a href="https://www.blogger.com/null" name="new_features_432"></a><strong>Import Format Builder</strong>: A new Import Format Builder feature has been added in this release to Import Formats. When the source system is a file-based data load, use the Import Format Builder feature to map source fields graphically to target dimension members instead of typing the starting position and the field length. This feature is available for both fixed and delimited files.</div>
</li>
</ul>
<br />
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;"><br /></span></strong></span><br />
<span style="color: #cc0000;"><strong><span style="color: #cc0000; font-family: inherit;">Smart View</span></strong></span><br />
<ul>
<li><span style="color: #cc0000;"><a href="https://www.blogger.com/null" name="sv_new_features_651"></a><span style="color: black;"><strong>Enhanced Submit Data Functionality</strong></span></span></li>
<ul>
<li><span class="guilabel"><strong>Submit Data Without Refresh</strong></span> - Submit modified cells, also called dirty cells, from Oracle Essbase, Oracle Hyperion Planning Ad Hoc, and Oracle Hyperion Financial Management Ad Hoc without first refreshing.</li>
<li><span class="guilabel"><strong>Submit Data Range</strong></span> - Select and then submit contiguous and non-contiguous single cells and cell ranges from Essbase, Planning Ad Hoc, and Financial Management Ad Hoc. Only cell data from the selected cells is submitted. If there are dirty cells on the sheet outside the range of selected cells, their changed value is not submitted.</li>
</ul>
<li><div>
<a href="https://www.blogger.com/null" name="sv_new_features_652"></a><strong>POV and Pivot Enhancements</strong></div>
</li>
<ul>
<li>Multiple members can now be pivoted from the grid to the POV toolbar.</li>
<li>Multiple members can now be pivoted from the POV toolbar to the grid.</li>
<li>A single dimension can now remain on the POV toolbar.</li>
</ul>
</ul>
<br />
<br />
Generally speaking, I can't see many of big changes in this version. For more information, please find the link below. <a href="http://docs.oracle.com/cd/E57185_01/index.htm">http://docs.oracle.com/cd/E57185_01/index.htm</a><br />
<br /><br />
And you can also use the web-based CFO (Cumulative Feature Overview) tool to check the details of the new and enhanced features and functionality available between EPM product releases. <a href="https://apexapps.oracle.com/pls/apex/f?p=20620:1:0">https://apexapps.oracle.com/pls/apex/f?p=20620:1:0</a><br />
<span style="color: #cc0000;"></span><br /></div>
Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com1tag:blogger.com,1999:blog-2900039444897015685.post-71509818178978596772014-12-02T00:59:00.000-08:002014-12-02T01:26:01.637-08:00HFM - Value Dimension and RulesMaybe the complex part of HFM is the value dimension and rules, after you understand these two parts of HFM elements I am sure you will get a better understand of HFM's consolidation logic. So let me introduce the value dimension first.<br />
<br />
Value dimension is a system-defined dimension, it represents the types of value stored in your application. You can find the following image for your quick understanding if this dimension.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0OCnwzB9PmUdlD1HJfA3LCjC-MLkm2o62uObGIyLwlR71EA2ygy9Q_7iGnT3fFNi3JNlObOZMTbZcozDmSgrc7cPTS9GKNoMyAfqf0Bp0XZJdhvFWE1ia0sdGpNuC3dYlXudcuC2FCcI/s1600/01.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0OCnwzB9PmUdlD1HJfA3LCjC-MLkm2o62uObGIyLwlR71EA2ygy9Q_7iGnT3fFNi3JNlObOZMTbZcozDmSgrc7cPTS9GKNoMyAfqf0Bp0XZJdhvFWE1ia0sdGpNuC3dYlXudcuC2FCcI/s1600/01.jpg" height="333" width="640" /></a><br />
<br />
Actually, you will find the dimension shows in HFM system as below, depending on how many currencies you have set up for the application. (5 currencies in this example.)<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsanIz08kqJjeddBH-obFaxAg13ZQxhyphenhyphenvrTZf1VU5a5gGgpCXv-IIxVb3pwABBk_Aum4mUOrCO46oElwVgZ5Ouzjo37wCBajpqaTXAXVYxA9XuFeaXcI7DaINptEPjJjeSVcumt9Cfa28/s1600/02.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsanIz08kqJjeddBH-obFaxAg13ZQxhyphenhyphenvrTZf1VU5a5gGgpCXv-IIxVb3pwABBk_Aum4mUOrCO46oElwVgZ5Ouzjo37wCBajpqaTXAXVYxA9XuFeaXcI7DaINptEPjJjeSVcumt9Cfa28/s1600/02.jpg" /></a><br />
<br />
Technically, <EC>, <ECA>, <ECT>, <PC>, <PCA> and <PCT> are the pointers to the currency members. For example, if the entity and its parent's local currencies are HKD, the data will be stored in "HKD" member when input data in <EA> or translate data to <PA>.<br />
<br />
For the sub group rollup logic in Entity dimension, you can find the picture below. Sub Group's <EC> = Sum of the children Subsidiaries/Associates/Joint Ventures' [Contribution Total]<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMQmK7mNykzhYJ7f-9XRAJHN27BwEkOP3fhAhWlZwgvfjeIuIi9vo1wFZtcMrN2UqU9QZTF_jlGNAoFKMDyOffTjMbEfgWLRsm3Yizr6btdW9XV8TOsRe6wuy5Zah6fNZJqPQgwvvD1g0/s1600/03.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMQmK7mNykzhYJ7f-9XRAJHN27BwEkOP3fhAhWlZwgvfjeIuIi9vo1wFZtcMrN2UqU9QZTF_jlGNAoFKMDyOffTjMbEfgWLRsm3Yizr6btdW9XV8TOsRe6wuy5Zah6fNZJqPQgwvvD1g0/s1600/03.jpg" height="436" width="640" /></a><br />
<br />
After the understanding the value dimension, we can move to the HFM rule's calculation logic. Actually, the HFM admin guide describes very clearly about the rules so I just copy some of the contents here.<br />
<br />
You use Financial Management rules to automate the calculations of data within an application. You can use rules for these purposes:<br />
<br />
<ul>
<li>Calculate data entry level amounts for a specific entity, scenario, and period.</li>
<li>Prevent data entry for a specific cell in a specific entity, scenario, and period.</li>
<li>Allow input at the Parent entity level.</li>
<li>Calculate data that cannot be calculated through a hierarchical aggregation, such as ratios or variance analysis.</li>
<li>Perform allocations from a parent entity to a list of base entities.</li>
<li>Perform complex currency conversions, calculate exchange rate differences, or perform other calculations necessary for your consolidation.</li>
<li>Define formulas to dynamically calculate accounts.</li>
<li>Specify the accounts in the application that support intercompany transactions.</li>
</ul>
<div>
HFM provides the following rule types</div>
<div>
<ul>
<li>Calculation</li>
<li>Translation</li>
<li>Consolidation</li>
<li>Allocation</li>
<li>Input</li>
<li>NoInput</li>
<li>Dynamic Calculation</li>
<li>Transactions</li>
<li>Equity Pickup</li>
<li>OnDemand (From version 11.1.2.3)</li>
</ul>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2PEDe61kBbkgHyaNgCOuhy6z68OcdI41G78c6aY6BjK_hfRUmkDRSbaszkJ5FqbhOQipAv0r1HKJMd9fcxeWeRWoT_TWy-Y_3CMbBZ9WpKY3LMgiBIhdW3pS9Lep-RSi0UUdz4XUkZAw/s1600/Snap9.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2PEDe61kBbkgHyaNgCOuhy6z68OcdI41G78c6aY6BjK_hfRUmkDRSbaszkJ5FqbhOQipAv0r1HKJMd9fcxeWeRWoT_TWy-Y_3CMbBZ9WpKY3LMgiBIhdW3pS9Lep-RSi0UUdz4XUkZAw/s1600/Snap9.jpg" /></a></div>
<div>
<br /></div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcVCBjXTNwtV65cjPZEVWvLAJBELD6Z5teR25A8aVPl98jd76zdODWDYzsgDKuTM3-VLzZ8IihP3KVDyJ4UE6rVOdhAeMSNTVGUk5iUJRLqbNk4-qxBZUCttIEuKTvyT44Va2lKatOEpQ/s1600/Snap10.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcVCBjXTNwtV65cjPZEVWvLAJBELD6Z5teR25A8aVPl98jd76zdODWDYzsgDKuTM3-VLzZ8IihP3KVDyJ4UE6rVOdhAeMSNTVGUk5iUJRLqbNk4-qxBZUCttIEuKTvyT44Va2lKatOEpQ/s1600/Snap10.jpg" /></a></div>
<div>
<br /></div>
<div>
During the consolidation process, rules are executed in a pre-defined sequence. For each base child of a specific parent, the calculation sequence for the various elements in the Value dimension takes place in this order:</div>
<div>
<ol>
<li>Accounts defined as IsCalculated in the metadata are cleared in EntityCurrency.</li>
<li>Accounts defined as IsCalculated in the metadata are cleared in EntityCurrAdjs.</li>
<li>The Sub Calculate() routine is executed on EntityCurrency.</li>
<li>The Sub Calculate() routine is executed on EntityCurrAdjs.</li>
<li>The ParentCurrency data is cleared.</li>
<li>Default translation is applied to all accounts defined as Revenue, Expense, Asset, Liability for the total amount of EntityCurrency and EntityCurrAdjs. For accounts with the Flow or Balance attribute, translation is not applied by default, the total amount of EntityCurrency and EntityCurrAdjs is rolled up into Parent Currency.</li>
<li>The Sub Translate() routine is executed.</li>
<li>The Sub Calculate() routine is executed on ParentCurrency.</li>
<li>Accounts defined as “IsCalculated” in the metadata are cleared in ParentCurrAdjs.</li>
<li>The Sub Calculate() routine is executed on ParentCurrAdjs.</li>
<li>Accounts defined as “IsCalculated” in the metadata are cleared in ParentAdjs</li>
<li>The Sub Calculate() routine is executed on ParentAdjs.</li>
<li>Proportion and Elimination data are cleared.</li>
<li>Default consolidation and eliminations are performed for the total amount of Parent and ParentAdjs.</li>
<li>The Sub Calculate() routine is executed on Proportion and Elimination.</li>
<li>Accounts defined as “IsCalculated” in the metadata are cleared in ContributionAdjs.</li>
<li>The Sub Calculate() routine is executed on ContributionAdjs.</li>
</ol>
</div>
</div>
<div>
<div>
After the previous steps have been repeated for each base child, this sequence takes place for the parent entity:</div>
</div>
<div>
<ol>
<li>The EntityCurrency data is cleared.</li>
<li>The sum of the total of Proportion, Elimination, and ContributionAdjs for every child is written into EntityCurrency of the parent entity.</li>
<li>The Sub Calculate() routine is executed on EntityCurrency.</li>
<li>Accounts defined as “IsCalculated” in the metadata are cleared in EntityCurrAdjs.</li>
<li>The Sub Calculate() routine is executed on EntityCurrAdjs.</li>
</ol>
</div>
<div>
Note: If a parent is further consolidated into another parent, this sequence continues with step 5 from the child consolidation sequence.</div>
Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-85007877521767374942014-12-01T21:40:00.001-08:002014-12-01T22:54:22.423-08:00Hyperion Planning - Why Form Cells are Read-only?Sometimes we need to diagnose for our clients why some cells in forms are read-only and cannot input data. I would like to list all the possible reasons as much as I can. If you know there are other possible reasons please reply me in the blog, thanks.<br />
<div>
</div>
<ol>
<li>The login user is a viewer role <strong>- Provison setting in Shared Services</strong></li>
<li>The login user is not the current owner of the cell's planning unit - <strong>Check the current owner of the planning unit in Planning Manage Approvals</strong></li>
<li>One member of the cell is Dynamic Calc/Label Only - <strong>Member setting in Planning Dimension</strong></li>
<li>One member of the cell is not a leaf member - <strong>Member hierarchy in Planning Dimension</strong></li>
<li>The periods are out of the Scenario's valid input range (From Start Year/Period to End Year/Period) <strong>- Scenario member setting in Planning Dimension</strong></li>
<li>One of the members is Read-only <strong>- Member security setting in Planning Dimension</strong></li>
<li>Forgot to refresh the new added member to Essbase - <strong>Check the member synchronization of Planning and Essbase/Refresh Database</strong></li>
<li>Segment (One of the rows or columns) of the form is set to Read-only - <strong>Segment setting in Planning Form Design</strong></li>
<li>The form is set to Read-only - <strong>Form setting in Planning Form Design</strong></li>
<li>The segment is a formula row/column - <strong>Form setting in Planning Form Design</strong></li>
<li>The cell contains Supporting Detail - <strong>Cell input in Planning Form</strong></li>
</ol>
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-80462682028796493052014-11-20T02:06:00.001-08:002014-11-20T08:10:07.308-08:00FDM - Mapping TablesMapping Tables map source members to target members in FDM applications. There are 5 types of mappings.<br />
<ul>
<li>Explicit Mappings</li>
<li>Between Mappings</li>
<li>In Mappings</li>
<li>Like Mapping</li>
<li>Conditional Mapping </li>
</ul>
<div>
</div>
<b>1. Explicit Mappings:</b> one to one mapping. For example, source account 1100 will map to target account 10010101<br />
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikpnZyFcc2-7xY2LF8pnYhK3Ww0eyIBI6LczdePlhEZ_JgYcuEmeW8P4ABs6saLlXg2uFd8AUTlsZCPRh62jlv6Fej7NgaEHg06D1c0FLBm8QOJ5eb3_IhLe-pkD1gIHzqvvER06WQNpk/s1600/Snap91.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEikpnZyFcc2-7xY2LF8pnYhK3Ww0eyIBI6LczdePlhEZ_JgYcuEmeW8P4ABs6saLlXg2uFd8AUTlsZCPRh62jlv6Fej7NgaEHg06D1c0FLBm8QOJ5eb3_IhLe-pkD1gIHzqvvER06WQNpk/s1600/Snap91.jpg" height="152" width="640" /></a></div>
<div>
<br /></div>
<div>
Tips: You can define the Target Account as "IGNORE", then FDM will ignore all the data records with the source account defined in this rule in the source file. (e.g. records with 1300-101 source account will be ignore when load data to the target system.) You can do that in other types of mappings as well.</div>
<div>
<br /></div>
<div>
<b>2. Between Mappings: </b>many to one mapping. For example, source account in the range 1503~1591 will map to target account 15010101</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivLIqzuHgMZQoa2aX8iqEIep5QADwsLzXJOyzCf3la5YYl-Vut2LlcNt0_g4cNFgig6exsWNdPTqoGFig4_xaKvH2BLBNeM829tDcOLVLno_LPZI3DvLet5dgviyiKQTBbCJB2X7jJOBo/s1600/Snap1.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivLIqzuHgMZQoa2aX8iqEIep5QADwsLzXJOyzCf3la5YYl-Vut2LlcNt0_g4cNFgig6exsWNdPTqoGFig4_xaKvH2BLBNeM829tDcOLVLno_LPZI3DvLet5dgviyiKQTBbCJB2X7jJOBo/s1600/Snap1.jpg" height="159" width="640" /></a></div>
<div>
<br />
<div class="separator" style="clear: both; text-align: center;">
</div>
<b>3. In Mappings: </b>many to one mapping. For example, source account 1503, 1510 and 1515 will map to target account 15010101<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7Ekg8fT_tNr8CjTMWR62XiqnjrOrkU5h6yiSXaYRy5EVvNgf4yfrYp0VrNmoF5qtk_iIk3nwLhQF9FSE9mhuXBomxeDrXUwtbvDFLt9Qh9N2q4rjNrEQWPJVaVMp0UgZrYE5KzK8HBss/s1600/Snap92.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7Ekg8fT_tNr8CjTMWR62XiqnjrOrkU5h6yiSXaYRy5EVvNgf4yfrYp0VrNmoF5qtk_iIk3nwLhQF9FSE9mhuXBomxeDrXUwtbvDFLt9Qh9N2q4rjNrEQWPJVaVMp0UgZrYE5KzK8HBss/s1600/Snap92.jpg" height="100" width="640" /></a><br />
<br />
<b>4. Like Mapping: </b>many to one/many mapping. For example, all the source account start with 1190 will map to account 10010201<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgB8DkbN-VW6AhG22XveM5gIs34q1-OEC7gSu3XyeUVgUCttwMl-k4UzItisttoMY8GIBfJrgTGKy0sRbyWonARnytfvxjs8vFUWA40Y6ZJqHXGp898UPSgK4wxnXF_doijb7RDlrqFOjo/s1600/Snap93.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgB8DkbN-VW6AhG22XveM5gIs34q1-OEC7gSu3XyeUVgUCttwMl-k4UzItisttoMY8GIBfJrgTGKy0sRbyWonARnytfvxjs8vFUWA40Y6ZJqHXGp898UPSgK4wxnXF_doijb7RDlrqFOjo/s1600/Snap93.jpg" height="162" width="640" /></a><br />
<br />
You can also define the same wildcard characters (* and ?) in both source and target members so that it will be considered to be automap. For example,<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiS3HQGCm_w5zGVJvtlEnR1CTGj3DHtpqtj8cdl0VS7BF-Bx31pZTf96GhO1YoP5VJ48gVLhpi3jbXmydZL3lU5Sgp7lIsZzBzIoQjHZyQxNwKjmz7iL_tGyhKWAfCTZ2oLidhji0AfB94/s1600/Snap2.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiS3HQGCm_w5zGVJvtlEnR1CTGj3DHtpqtj8cdl0VS7BF-Bx31pZTf96GhO1YoP5VJ48gVLhpi3jbXmydZL3lU5Sgp7lIsZzBzIoQjHZyQxNwKjmz7iL_tGyhKWAfCTZ2oLidhji0AfB94/s1600/Snap2.jpg" height="65" width="640" /></a><br />
<br />
<b>5. Conditional Mapping: </b>many to many mapping. You can define this type of mapping in Between, In or Like mappings.<br />
<br />
When add a new line of the mapping, input "#Script" in the Target field. And then click "Zoom" in the Script field.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhiVmJqrvVtAiTC2-nE6487gBx90UULxZDU93yURUPO8rtkZg5VPnUIwgClRmh-i2NV-hWdHoIsztcEwapeYItuqtwu4PjQI_OKfIlY-ZG2rpGAs5-JiuJVje78gysP68XpeSnT2GwJTuQ/s1600/Snap94.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhiVmJqrvVtAiTC2-nE6487gBx90UULxZDU93yURUPO8rtkZg5VPnUIwgClRmh-i2NV-hWdHoIsztcEwapeYItuqtwu4PjQI_OKfIlY-ZG2rpGAs5-JiuJVje78gysP68XpeSnT2GwJTuQ/s1600/Snap94.jpg" height="72" width="640" /></a><br />
<br />
You can use a VB script to define a conditional mapping.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgbBO8DWVqwUIqjc_c_Mq9trI4RqAkLNIv1WQ4F21T1MHVDGWmt_4mYHy364C29YJOLwKk-OL3RlG7zRcl37e87YDwAOY4b2Zv-nnGTLL3sJm-hNLhinu_jQJnpEYx4Vnm6sarDWWd2Gqw/s1600/Snap95.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgbBO8DWVqwUIqjc_c_Mq9trI4RqAkLNIv1WQ4F21T1MHVDGWmt_4mYHy364C29YJOLwKk-OL3RlG7zRcl37e87YDwAOY4b2Zv-nnGTLL3sJm-hNLhinu_jQJnpEYx4Vnm6sarDWWd2Gqw/s1600/Snap95.jpg" /></a><br />
<br />
varValues(14) is one of the preset variables that are available for use in conditional script expressions, you can find the meaning of the variables in the FDM admin guide.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgIe7C_0AW9AlNWv8Db2uul53zblfuIRfxcuT9_-s5PDhlaZo1ro6z9lXOYHtvBASLqn-oM4_xPozjc_4V1uaZ2h8m5z3UwxvWDRnIwgTlb6aO9Hi8u1QSGLQcwQu_xp-ifmQ4McMBP_t8/s1600/Snap3.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgIe7C_0AW9AlNWv8Db2uul53zblfuIRfxcuT9_-s5PDhlaZo1ro6z9lXOYHtvBASLqn-oM4_xPozjc_4V1uaZ2h8m5z3UwxvWDRnIwgTlb6aO9Hi8u1QSGLQcwQu_xp-ifmQ4McMBP_t8/s1600/Snap3.jpg" height="252" width="640" /></a><br />
<br />
This ICP mapping means, if the target account equals "InterCoAP" then return ICP as "[Michigan]". In other cases, return ICP as "[ICP None]". The conditional mapping will be as below,<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh55xPdhCKMcvW7HOBxBi0pnFwxNTUnS7JVnNSG9ai4pS1OFrFGbw02wuW4T5FBxQMvWyBqCVACfxsbvj5L7oBMLSxt0CyP3f5lBjWu2sXE9UGEaa1ASqN5eZZNfArK1ooklmCx1b0xuyg/s1600/Snap96.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh55xPdhCKMcvW7HOBxBi0pnFwxNTUnS7JVnNSG9ai4pS1OFrFGbw02wuW4T5FBxQMvWyBqCVACfxsbvj5L7oBMLSxt0CyP3f5lBjWu2sXE9UGEaa1ASqN5eZZNfArK1ooklmCx1b0xuyg/s1600/Snap96.jpg" height="65" width="640" /></a><br />
<br />
If a source value is used with multiple map types, FDM processes the maps in the following order:<br />
<ol>
<li>Explicit</li>
<li>Between</li>
<li>In</li>
<li>Like</li>
</ol>
<div>
Explicit maps override all other map types. Between maps override In and Like maps. In maps override Like maps.</div>
<div>
<br /></div>
<div>
By default, FDM maps are sorted alphabetically, from within the Rule Name column. To enable FDM to sort and process maps by numeric value, you enable map sequencing. If a source account is valid within multiple maps of one mapping type, the source account is assigned to</div>
<div>
<br /></div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTJ7qa0fvPb74YBCVLI_ITyUiHMoXo8rpLz593S7CiLfWd9QVMQEaabdpjgbANT-YYVsV4VIqMw4AE1lyooS43Hjxy5sQ8D0juhzKagoO06tUhWxwqEDFxm-Zk2i4pIw-cjB3CS7g9RbY/s1600/Snap4.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTJ7qa0fvPb74YBCVLI_ITyUiHMoXo8rpLz593S7CiLfWd9QVMQEaabdpjgbANT-YYVsV4VIqMw4AE1lyooS43Hjxy5sQ8D0juhzKagoO06tUhWxwqEDFxm-Zk2i4pIw-cjB3CS7g9RbY/s1600/Snap4.jpg" /></a></div>
<div>
<br /></div>
<div>
For the dimensions order, FDM processes in the following order by default,</div>
<div>
<ol>
<li>Account</li>
<li>Entity</li>
<li>ICP</li>
<li>Custom1...Custom20</li>
</ol>
<div>
/*------------------------------------------------------------------------------------------------------------------*/</div>
</div>
<div>
<br /></div>
Mapping Tables can be export and import. I don't like to use the MapLoader, instead, I use Import XLS to import mapping tables.<br />
<br />
First, we can export the mapping table to Excel by clicking a button.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgeo72t1ojZSdmEZM3B8jVTZqj-Z6duw5IXU95kx7_AWrHyM-tC7xOuMAfVClLZ4obW4qjFittjr_CIQvOuQJ337F8Lsn5kLox9rXwwfUEBmvGijcbyLuAOMjd1cF26hIQRR3D2-jzIu4c/s1600/Snap97.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgeo72t1ojZSdmEZM3B8jVTZqj-Z6duw5IXU95kx7_AWrHyM-tC7xOuMAfVClLZ4obW4qjFittjr_CIQvOuQJ337F8Lsn5kLox9rXwwfUEBmvGijcbyLuAOMjd1cF26hIQRR3D2-jzIu4c/s1600/Snap97.jpg" height="158" width="640" /></a><br />
<br />
After the exporting, you can open the Excel file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0_fT9r5bhDVQCKBLFdjOKrspX8hzraFES8VeJHpFGoIKSsSPVAU5YCT4B5lO20DwxH7M62ZLhFFj_ZhIANGIZq9SCjSljyXCtST8PdyII8JGQ8eUYVYNmzcTzmj43O77mW8DAHiFU9F0/s1600/Snap98.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0_fT9r5bhDVQCKBLFdjOKrspX8hzraFES8VeJHpFGoIKSsSPVAU5YCT4B5lO20DwxH7M62ZLhFFj_ZhIANGIZq9SCjSljyXCtST8PdyII8JGQ8eUYVYNmzcTzmj43O77mW8DAHiFU9F0/s1600/Snap98.jpg" height="237" width="640" /></a><br />
<br />
You can find there two rows are hidden in this Excel, unhide these rows.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuIIBfdDiLRCXf1Rgrcxu0BSHbvlFZR3htAMf7yrV9I4MliDGcgDfYE1gY1Ej4zKZ7uFD88s4y24lRKfrxxGWt2GeofABgxGhMWvKl55kyuNJTcUXXPjQfUPLuRm-oroQ4n0p44lPOL18/s1600/Snap99.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuIIBfdDiLRCXf1Rgrcxu0BSHbvlFZR3htAMf7yrV9I4MliDGcgDfYE1gY1Ej4zKZ7uFD88s4y24lRKfrxxGWt2GeofABgxGhMWvKl55kyuNJTcUXXPjQfUPLuRm-oroQ4n0p44lPOL18/s1600/Snap99.jpg" /></a><br />
<br />
You can find the hidden information as below. Actually, it's the table name and the field names of each column. Don't try to edit these two rows.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMWOKszOVgBex9WG_ihAQC0yBc7Qu8TGNZEZ1djdsSnCwZzLKIhtcR2Fdfnza0LRuFhnE799PLZ-dc14qPGMlhMCS_eCfge5ufJr0P_fbLbKgrGct9KabadISqBnXBu6TJRkg19KAHpg8/s1600/Snap100.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMWOKszOVgBex9WG_ihAQC0yBc7Qu8TGNZEZ1djdsSnCwZzLKIhtcR2Fdfnza0LRuFhnE799PLZ-dc14qPGMlhMCS_eCfge5ufJr0P_fbLbKgrGct9KabadISqBnXBu6TJRkg19KAHpg8/s1600/Snap100.jpg" height="84" width="640" /></a><br />
<br />
In the Excel upper left corner, it's the name box. You can select a name called upsTDATAMAP in this file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj57qMVQ_5yFxv9LK6BKvHiU4Fxpffz3MnmoRcKqeIe-P-5Xy_V7r-vM4AQtM-R-ZYv5V5mnJuUqsKZepPBoeRWvjfQh8Ok0rM-1OQdYL8X175-5bGSJy_FUgt5SvYNdcuR18sw0AxhTK4/s1600/Snap101.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj57qMVQ_5yFxv9LK6BKvHiU4Fxpffz3MnmoRcKqeIe-P-5Xy_V7r-vM4AQtM-R-ZYv5V5mnJuUqsKZepPBoeRWvjfQh8Ok0rM-1OQdYL8X175-5bGSJy_FUgt5SvYNdcuR18sw0AxhTK4/s1600/Snap101.jpg" /></a><br />
<br />
It's the range definition which will be used for import in the later.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHgbjn0zaoX4_u6PP4fTa7DWF4rl5gkRovud3qL3bNQsecAd9YrnQG9Mdn04YIo_CzfQgYcC6bklEDYmNE_njZAzOVzzbGZDcjPQwD9tWDSZLFGi3h2fhHAr4iMi7flUGVx5Ua8yTMskk/s1600/Snap102.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHgbjn0zaoX4_u6PP4fTa7DWF4rl5gkRovud3qL3bNQsecAd9YrnQG9Mdn04YIo_CzfQgYcC6bklEDYmNE_njZAzOVzzbGZDcjPQwD9tWDSZLFGi3h2fhHAr4iMi7flUGVx5Ua8yTMskk/s1600/Snap102.jpg" height="280" width="640" /></a><br />
<br />
You can try to add a row in the end of the existing records to define a new mapping.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDv53VDOPDhasZnSxSZjtXnWwx-yzXiL6IVmno9KIgdfNGsO8dE44meojZyYp4c5FjleRPMgBpaIrkTRlXXTF10wxugHn9IgBzRulEyKuwgGu4wQseRxsQLDkc7qh19H9qkvu39kXtMWI/s1600/Snap103.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDv53VDOPDhasZnSxSZjtXnWwx-yzXiL6IVmno9KIgdfNGsO8dE44meojZyYp4c5FjleRPMgBpaIrkTRlXXTF10wxugHn9IgBzRulEyKuwgGu4wQseRxsQLDkc7qh19H9qkvu39kXtMWI/s1600/Snap103.jpg" height="33" width="640" /></a><br />
<br />
Then you need to navigate to Name Manager under the menu Formulas.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIhig-utrtnBjMKpN7QfeMsBf34S1lZgBkjk8sJoIIjl8b8PHAyoj7GlgTpzeCPO0gvZxoRI7x4cMm3gS4HxdEMG2ZpQIT3kl0Hwtt0VK52w_3xRIertnhnbS5b3bzjkvs-mGCJpoANPc/s1600/Snap104.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIhig-utrtnBjMKpN7QfeMsBf34S1lZgBkjk8sJoIIjl8b8PHAyoj7GlgTpzeCPO0gvZxoRI7x4cMm3gS4HxdEMG2ZpQIT3kl0Hwtt0VK52w_3xRIertnhnbS5b3bzjkvs-mGCJpoANPc/s1600/Snap104.jpg" height="119" width="640" /></a><br />
<br />
You can find the original range of upsTDATAMAP here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBTZIw2qOqNxDR58rgNcNJMqG3jI6oWyWxcdAahGqTHuUwISQyVUtpXHI8rxBiysANQrBpu7aOxcBSpnG7Tt5YhMU85Dv7NU5130Jg191971woJhREWJ9jrzRisaC3w-WROjynWzLJzbo/s1600/Snap105.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBTZIw2qOqNxDR58rgNcNJMqG3jI6oWyWxcdAahGqTHuUwISQyVUtpXHI8rxBiysANQrBpu7aOxcBSpnG7Tt5YhMU85Dv7NU5130Jg191971woJhREWJ9jrzRisaC3w-WROjynWzLJzbo/s1600/Snap105.jpg" /></a><br />
<br />
Update the range to cover the new added row.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqFUJtagCDQMla0BB7BYamQnhrFtN9kywsFE9G4joiEp8mh-pA4qp1r-CGd7h25WCXKt6MMZXGVc92g-7WVfQOvuCgtfLJSLT9g475813hG7K2EmGkg3yiugpWXfVlqyAWmrJZkSrbw2k/s1600/Snap107.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqFUJtagCDQMla0BB7BYamQnhrFtN9kywsFE9G4joiEp8mh-pA4qp1r-CGd7h25WCXKt6MMZXGVc92g-7WVfQOvuCgtfLJSLT9g475813hG7K2EmGkg3yiugpWXfVlqyAWmrJZkSrbw2k/s1600/Snap107.jpg" /></a><br />
<br />
Then you can find the upsTDATAMAP's range has been updated as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7p4nPTUCiwA3UUx_PvTZPsRkjDz8RDzIyL6f95SSqHi9r6bFdc_TwXvbHBcrm0DSK5OvThskOP11_QTuBAZCq3itMx16q438FlPJkOqvu_OqU5C4NR8ggyQBcrq0SQd0kkFxuvLGKIhE/s1600/Snap108.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7p4nPTUCiwA3UUx_PvTZPsRkjDz8RDzIyL6f95SSqHi9r6bFdc_TwXvbHBcrm0DSK5OvThskOP11_QTuBAZCq3itMx16q438FlPJkOqvu_OqU5C4NR8ggyQBcrq0SQd0kkFxuvLGKIhE/s1600/Snap108.jpg" height="278" width="640" /></a><br />
<br />
Return to FDM application, click the menu Tools and then Import XLS.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEindh694cyOjAdSXkIjENNQV3qPmlzF5VmwmeaahC19Ga4dJP4OLrO6FANFC-NXVZ2K9Xr8MIj6nhLocf6gponXeKYTy0TEA24nN4Fy1p0YDuw20riUQLzRRBEzpSmxfiP8gG-sq1mLs-k/s1600/Snap109.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEindh694cyOjAdSXkIjENNQV3qPmlzF5VmwmeaahC19Ga4dJP4OLrO6FANFC-NXVZ2K9Xr8MIj6nhLocf6gponXeKYTy0TEA24nN4Fy1p0YDuw20riUQLzRRBEzpSmxfiP8gG-sq1mLs-k/s1600/Snap109.jpg" /></a><br />
<br />
Select the Excel file we updated before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBvr6WLv6OvBF-KK7z8V6SGlcxqPYdPMcIHGsbFrNjXeU3e0XGvr3q8XqekfazXOw1rXOLD9stHkt5MIejA4KnhU4S0SCGGnewhRc69YOnpBv4yJzI1IqTaoFqt8tR8KWOBoVF7t9DoKM/s1600/Snap110.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBvr6WLv6OvBF-KK7z8V6SGlcxqPYdPMcIHGsbFrNjXeU3e0XGvr3q8XqekfazXOw1rXOLD9stHkt5MIejA4KnhU4S0SCGGnewhRc69YOnpBv4yJzI1IqTaoFqt8tR8KWOBoVF7t9DoKM/s1600/Snap110.jpg" /></a><br />
<br />
Click Import<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJaVu4MIXPRa4KvCcKSOkAIILuDX_37wzDvJ15X4x9ipGWftR-X5GFyoU0CcHURiacZpup_tqAOOylk0qZDxLpEZHr7xGiRZVYXFeUnpwhA0jC9tkjTDgHeHsesEaAJirSG97-WejSfhw/s1600/Snap111.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJaVu4MIXPRa4KvCcKSOkAIILuDX_37wzDvJ15X4x9ipGWftR-X5GFyoU0CcHURiacZpup_tqAOOylk0qZDxLpEZHr7xGiRZVYXFeUnpwhA0jC9tkjTDgHeHsesEaAJirSG97-WejSfhw/s1600/Snap111.jpg" /></a><br />
<br />
Shows the following information.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEga1EXdYZIKgqyUq4WJn3wrkWNjMCw6tSTlqD4oqTSlovtrOSZ6MwHbHZsHRNFuIBcdaxJCVpQk-7pzvhfFgRi0z1dLt1eXfDDmYGGMlyyCwAZODNxLCrCfHQQqAt4muT6C7c4bVTb6_mM/s1600/Snap112.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEga1EXdYZIKgqyUq4WJn3wrkWNjMCw6tSTlqD4oqTSlovtrOSZ6MwHbHZsHRNFuIBcdaxJCVpQk-7pzvhfFgRi0z1dLt1eXfDDmYGGMlyyCwAZODNxLCrCfHQQqAt4muT6C7c4bVTb6_mM/s1600/Snap112.jpg" /></a><br />
<br />
You can find the record can be added successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfI6TsutFglobssd7hsEEwy8BYJz-aws7CN2GLpaS32Di6z9EM6tXaNdQRu_gWZCYjz0_lHGUUoRJkm_tEsmbYZMzY8PHFbttNTxYyB4UhW0G5KCOybjRy7czUqFkNnzuMj6GfKKLRQi8/s1600/Snap113.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfI6TsutFglobssd7hsEEwy8BYJz-aws7CN2GLpaS32Di6z9EM6tXaNdQRu_gWZCYjz0_lHGUUoRJkm_tEsmbYZMzY8PHFbttNTxYyB4UhW0G5KCOybjRy7czUqFkNnzuMj6GfKKLRQi8/s1600/Snap113.jpg" height="175" width="640" /></a><br />
<br />
Actually, you can use this method to import any other objects that can be exported from the FDM application. (e.g. Control Tables, Import Formats...)</div>
Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com14tag:blogger.com,1999:blog-2900039444897015685.post-9430854360782828642014-11-20T01:03:00.002-08:002014-11-20T01:03:37.372-08:00FDM - Lock OptionsFor the classic FDM applications, you can find many "Lock" options in the menus. Let me introduce these kinds of options one by one.<br />
<br />
<b>1. Lock the system so that all the basic users cannot login.</b><br />
<br />
In the POV bar, click "Open"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7F5rI_u0nfKfoXg_P1z5qJCQ3zFnzeHoeB3MGydgv1roQaSsV6q9aEXskU4QDy-D32wspd6nol2YXoZm7dGevhbMzbbxJ1tpHjoa9j8yd0_IQv3Sl1FKyUcqXTlZKY6hGuh_jASx-UN0/s1600/Snap76.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7F5rI_u0nfKfoXg_P1z5qJCQ3zFnzeHoeB3MGydgv1roQaSsV6q9aEXskU4QDy-D32wspd6nol2YXoZm7dGevhbMzbbxJ1tpHjoa9j8yd0_IQv3Sl1FKyUcqXTlZKY6hGuh_jASx-UN0/s1600/Snap76.jpg" /></a><br />
<br />
Then a window will pop up, check the box System Lock on and then click OK<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxh4GPGhvE1IxXhb60RlFa5niIyWc8KIH9DBPa0B7MjApZj8o8qah5Sdq88P-zloYLlB1TxYkXQzspu7VzjG7QqPzL3LLkauBNP30D2XdJUtkAitvk4O0lejlsZ01TQHqTGguNDfKrKOc/s1600/Snap77.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxh4GPGhvE1IxXhb60RlFa5niIyWc8KIH9DBPa0B7MjApZj8o8qah5Sdq88P-zloYLlB1TxYkXQzspu7VzjG7QqPzL3LLkauBNP30D2XdJUtkAitvk4O0lejlsZ01TQHqTGguNDfKrKOc/s1600/Snap77.jpg" /></a><br />
<br />
Then you can find "Open" became "Locked" in the POV bar<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEisr13h1rUDOy3JhxQIf5D7NT0p-Npv8wFUVDoXfF5hYEIDV1Cw9h3iH7wT_Q66LgNH99m-SkyQBdiE6_8pJsJGaqnX6lS394dj6xY7Kxsr8cn0ZLnMHiOTAkckwtpiM9VdCY-aOQhxSo4/s1600/Snap88.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEisr13h1rUDOy3JhxQIf5D7NT0p-Npv8wFUVDoXfF5hYEIDV1Cw9h3iH7wT_Q66LgNH99m-SkyQBdiE6_8pJsJGaqnX6lS394dj6xY7Kxsr8cn0ZLnMHiOTAkckwtpiM9VdCY-aOQhxSo4/s1600/Snap88.jpg" /></a><br />
<br />
When basic users try to login the system, the following error will occur.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgei7AmHZDg0vPXgiBI-McQA52knppovbF-a7UTzNpMXi2Nnxn5LGxV3YMX7F_8aC0GRbpTmqAK7_eP0vmLk8ip5_UQTmWsyaBI1UEJM6Kj-hNqfs8nOPbd9Gqd7_d-E0OCgc3GIUQUeyM/s1600/Snap78.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgei7AmHZDg0vPXgiBI-McQA52knppovbF-a7UTzNpMXi2Nnxn5LGxV3YMX7F_8aC0GRbpTmqAK7_eP0vmLk8ip5_UQTmWsyaBI1UEJM6Kj-hNqfs8nOPbd9Gqd7_d-E0OCgc3GIUQUeyM/s1600/Snap78.jpg" /></a><br />
<br />
<br />
<b>2. Lock the POV so that all the basic users cannot change</b><br />
<br />
Click the menu "Administration" and then "Point-of-View Mode Lock"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNz_VrlaM4xegTS_r7pFMSLqEt2FxMsFosT_3V76vLU4DUNbRNE92_qqOwwXBhsf8zfYuy10Ky8BMAKFTcGxOHR9zTbuA5mDmjHHaH4XNPkAv0Mf1v3IUS0tYMsGAnXyJq0pF6D0vsnzg/s1600/Snap79.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNz_VrlaM4xegTS_r7pFMSLqEt2FxMsFosT_3V76vLU4DUNbRNE92_qqOwwXBhsf8zfYuy10Ky8BMAKFTcGxOHR9zTbuA5mDmjHHaH4XNPkAv0Mf1v3IUS0tYMsGAnXyJq0pF6D0vsnzg/s1600/Snap79.jpg" /></a><br />
<br />
Check the On/Off box and then OK<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkvi6u17h0tB0ibtvIhyCthi4VymF_V-ifVlTMNQr8DdEhdLe8YADVn5T_o0xWRa6ADgBDAsIHp_mznYjebEwGUZj4HwXwZkm55W5UK1URrnojGF_VDhCI7p9ymWHG32eGdjL3FgqyPKc/s1600/Snap80.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkvi6u17h0tB0ibtvIhyCthi4VymF_V-ifVlTMNQr8DdEhdLe8YADVn5T_o0xWRa6ADgBDAsIHp_mznYjebEwGUZj4HwXwZkm55W5UK1URrnojGF_VDhCI7p9ymWHG32eGdjL3FgqyPKc/s1600/Snap80.jpg" /></a><br />
<br />
Shows the following message.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7GzO5E0ZabJBS5m9r1MWHaIu5iADkXe8idBf4xMYDASbznv9sA8RlZ9x31kHZbWKR7MaSRZfOB_c5S2QVoJkx32z8arJvGo_jXg5fw2povePNjQsoJ0Gsm4ueAoPBY0XS5PVsh7HOttE/s1600/Snap81.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7GzO5E0ZabJBS5m9r1MWHaIu5iADkXe8idBf4xMYDASbznv9sA8RlZ9x31kHZbWKR7MaSRZfOB_c5S2QVoJkx32z8arJvGo_jXg5fw2povePNjQsoJ0Gsm4ueAoPBY0XS5PVsh7HOttE/s1600/Snap81.jpg" /></a><br />
<br />
When basic users try to change the period,<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEid335A7DVyZkRhvB5bvP0rLIf_3N0rdRm0VaQ5mngyMCHbOaD14_v_Epy8iqACN03ZnQDpD0A0Q9cg285rWmb5FE38vmbBiPnIH7cTdsWA76AoMwyHIAPBkEjSaDVxO3u2huvkXEchU8Q/s1600/Snap91.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEid335A7DVyZkRhvB5bvP0rLIf_3N0rdRm0VaQ5mngyMCHbOaD14_v_Epy8iqACN03ZnQDpD0A0Q9cg285rWmb5FE38vmbBiPnIH7cTdsWA76AoMwyHIAPBkEjSaDVxO3u2huvkXEchU8Q/s1600/Snap91.jpg" /></a><br />
<br />
Shows the following message, and the period cannot be changed.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQV0qnS1AkScNpbWtohsCHPHj8eIKZxeUewR1xtoE4tjplLp9dgLQLU4ElibcpyvsIcVn6l-OHtuD3mfzL3JDRNYscYV5wYwznikdu9fDcUApgizqqOOxxBOyziO1Y21boA3rZVP2RdyE/s1600/Snap82.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQV0qnS1AkScNpbWtohsCHPHj8eIKZxeUewR1xtoE4tjplLp9dgLQLU4ElibcpyvsIcVn6l-OHtuD3mfzL3JDRNYscYV5wYwznikdu9fDcUApgizqqOOxxBOyziO1Y21boA3rZVP2RdyE/s1600/Snap82.jpg" /></a><br />
<br />
But the locations can still be changed.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhuDCIGITVaPbdYpcTb5YDmqDYcquhQqm7ifwgUFH0h1dUgeqMzxHNlB6W7BdM41yIFuu_iy-RyCiiiDUf8stueMNCVkkYQghuvkzc3Vp-YRcsYpWY6ssv1sa9oyRigqvB_dt9FWJfnzmU/s1600/Snap83.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhuDCIGITVaPbdYpcTb5YDmqDYcquhQqm7ifwgUFH0h1dUgeqMzxHNlB6W7BdM41yIFuu_iy-RyCiiiDUf8stueMNCVkkYQghuvkzc3Vp-YRcsYpWY6ssv1sa9oyRigqvB_dt9FWJfnzmU/s1600/Snap83.jpg" /></a><br />
<br />
<b>3. Lock all the locations' current POV, so that all the users cannot import data.</b><br />
<b><br /></b>
Click the menu "Administration" and then "Lock All Locations (Current Category/Period)"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg6Wy1SKjFXKLCpTase08fBtoI6MsXgKQ_cUdE_prtwA7TNORbo4vBGMu_RH_xcU8ptsu7E8vPvcS2lDO0IeeZfKt7IcrUq1j6WSj4xetnSWGWX1W2TaEdV1JMteg2f1iqdBXUxs-gt5so/s1600/Snap84.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg6Wy1SKjFXKLCpTase08fBtoI6MsXgKQ_cUdE_prtwA7TNORbo4vBGMu_RH_xcU8ptsu7E8vPvcS2lDO0IeeZfKt7IcrUq1j6WSj4xetnSWGWX1W2TaEdV1JMteg2f1iqdBXUxs-gt5so/s1600/Snap84.jpg" /></a><br />
<br />
Confirm the POV and click Yes<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheihm7IPYHA2QAOFbY68U5TQ0ZZoOPtiOM_0R7SrdQBfOIktO2T1Epb_8r8kom_0VtCmS9o-J6hCMPi63bAnZNnS3cOmHEslbLvgNr2c08WpWBbZN8hhJURQEDdhrNRtjkwaNjSn7uKns/s1600/Snap85.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheihm7IPYHA2QAOFbY68U5TQ0ZZoOPtiOM_0R7SrdQBfOIktO2T1Epb_8r8kom_0VtCmS9o-J6hCMPi63bAnZNnS3cOmHEslbLvgNr2c08WpWBbZN8hhJURQEDdhrNRtjkwaNjSn7uKns/s1600/Snap85.jpg" height="189" width="640" /></a><br />
<br />
You can find a lock icon for all the locations in the current POV as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWTpEswYNZcBFJbsDF95DdUw_gSNrZDKfWEwfQv256BhRTbZjdmA01vpMsVcEyrqXMALmGPlRb0zgtw4TtOMrpDUfBlDNETU7tYinVheCERPl_UFb4zKeQN9wG9SkrCAEH6m4oY3HOCyM/s1600/Snap86.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWTpEswYNZcBFJbsDF95DdUw_gSNrZDKfWEwfQv256BhRTbZjdmA01vpMsVcEyrqXMALmGPlRb0zgtw4TtOMrpDUfBlDNETU7tYinVheCERPl_UFb4zKeQN9wG9SkrCAEH6m4oY3HOCyM/s1600/Snap86.jpg" /></a><br />
<br />
When users try to import data (Including the admin users), the following error will show<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjINwLWV0X2zy0ApgPN1UE9heYs4de7ZD5uQ9bitGCQytKeXju-RBrdSRbF3u726zUcO-HY3743n1yn5qVjs-e5P_phkhMF_CTdM90RiAuMIIdr8uEKXP6fv2MlE63NNZSdKbUbNVrHNMw/s1600/Snap87.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjINwLWV0X2zy0ApgPN1UE9heYs4de7ZD5uQ9bitGCQytKeXju-RBrdSRbF3u726zUcO-HY3743n1yn5qVjs-e5P_phkhMF_CTdM90RiAuMIIdr8uEKXP6fv2MlE63NNZSdKbUbNVrHNMw/s1600/Snap87.jpg" /></a><br />
<br />
<b>4. Lock the current location's current POV, so that all the users cannot import data.</b><br />
<b><br /></b>
Click the menu "Tools" and then "Lock Current Point-of-View"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh5-8Y2Tu5LoGMkq27K0O-T3wWgQGjkj9_UVmuuHB7iDhHG3zELFKKTl7Ta1OsQQJ8G3tdOoBdkyDH1ifQqUuwC50uCTLLKxNW0MlOpZykIYW3uSIgBXa27qaiUSwrAnNdLW1xusG1LWv4/s1600/Snap89.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh5-8Y2Tu5LoGMkq27K0O-T3wWgQGjkj9_UVmuuHB7iDhHG3zELFKKTl7Ta1OsQQJ8G3tdOoBdkyDH1ifQqUuwC50uCTLLKxNW0MlOpZykIYW3uSIgBXa27qaiUSwrAnNdLW1xusG1LWv4/s1600/Snap89.jpg" /></a><br />
<br />
You can find a lock icon for the current location and the current POV as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxaQSjMl0COZTbJyU9Hr2QvRE91lYJ1OLOvV1ayMrfIqOKOrAe1Ck4lCfWP_1TOqNt-P-x_Za-LIl1BuB3lpSuV59Ga8Gsu4v-y1A2BKvQYkTygyOt_bhDVqsY_LQkZCy8N1b5P9QPmW0/s1600/Snap90.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxaQSjMl0COZTbJyU9Hr2QvRE91lYJ1OLOvV1ayMrfIqOKOrAe1Ck4lCfWP_1TOqNt-P-x_Za-LIl1BuB3lpSuV59Ga8Gsu4v-y1A2BKvQYkTygyOt_bhDVqsY_LQkZCy8N1b5P9QPmW0/s1600/Snap90.jpg" /></a><br />
<br />
And then you can't import data as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjINwLWV0X2zy0ApgPN1UE9heYs4de7ZD5uQ9bitGCQytKeXju-RBrdSRbF3u726zUcO-HY3743n1yn5qVjs-e5P_phkhMF_CTdM90RiAuMIIdr8uEKXP6fv2MlE63NNZSdKbUbNVrHNMw/s1600/Snap87.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjINwLWV0X2zy0ApgPN1UE9heYs4de7ZD5uQ9bitGCQytKeXju-RBrdSRbF3u726zUcO-HY3743n1yn5qVjs-e5P_phkhMF_CTdM90RiAuMIIdr8uEKXP6fv2MlE63NNZSdKbUbNVrHNMw/s1600/Snap87.jpg" /></a><br />
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-25618051578288816282014-11-19T19:46:00.000-08:002014-11-19T22:28:32.458-08:00Hyperion Planning - Date FunctionHyperion Planning has the ability to input data in "Date" format, but actually the data store in Essbase is still a number with the format "YYYYMMDD", not a real date type of data. In a real case, a client wants to calculate the interval days between two given days input in Hyperion Planning. I searched some blogs to introduce using CDF to calculate the difference, but I am not good at CDF and I tried to calculate it with the following basic functions.<br />
<ul>
<li>@DATEDIFF</li>
<li>@DATEPART</li>
<li>@DATEROLL</li>
<li>@FORMATDATE</li>
<li>@TODATE</li>
<li>@TODATEEX</li>
<li>@TODAY</li>
</ul>
<div>
Please find the code as below,</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZubs0st1GmagYpv5cn8CZy0-sZl1YRAMSbPm7zykWMetFtQz_igOeHUDN54KVF_oqpPgTdtTisAM30eV7h0Ch8BMhmDDq3veFMXUdgLF02kjDN1PWby-ZvPIs83_FKPvPzHDqSX1xRvc/s1600/1.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZubs0st1GmagYpv5cn8CZy0-sZl1YRAMSbPm7zykWMetFtQz_igOeHUDN54KVF_oqpPgTdtTisAM30eV7h0Ch8BMhmDDq3veFMXUdgLF02kjDN1PWby-ZvPIs83_FKPvPzHDqSX1xRvc/s1600/1.jpg" height="144" width="640" /></a></div>
<div>
<br /></div>
<div>
The calculation logic is as below,</div>
<div>
<br /></div>
<div>
1. "Start Date", "End Date" are the dates input in Hyperion Planning, and they are stored in Essbase with "YYYYMMDD" format as numbers. To explain more easily, we assume<br />
<ul>
<li>sDate = "Start Date" = 20130101</li>
<li>eDate = "End Date" = 20141120</li>
</ul>
<br />
2. Then we need to breakdown the date into its elements (Year, Month and Day), with the calculation above, we can calculate</div>
<div>
<ul>
<li>sYear = 2013</li>
<li>sMonth = 1</li>
<li>sDay = 1</li>
<li>eYear = 2014</li>
<li>eMonth = 11</li>
<li>eDay = 20</li>
</ul>
</div>
<div>
<br />
3. Next step, we will translate the "Start Date" and "End Date" from number format to a date format with @DATAROLL function. The logic is, we set a start date 2000-01-01, and then roll the number of years (sYear - 2000), number of months (sMonth - 1) and number of days (sDay - 1) as the intervals. So that we can get the following result,</div>
<ul>
<li>StartDate = 2013-01-01 (Date format)</li>
<li>EndDate = 2014-11-20 (Date format)</li>
</ul>
<br />
4. Last step, we just need to use @DATADIFF function to calculate the difference of two dates (StartDate and EndDate)<br />
<ul>
<li>nDay = 689</li>
</ul>
/*-----------------------------------------------------------------------------------------------------------------*/<br />
<br />
<div>
<br /></div>
<div>
Another use case is, if we want to get the number of year, month and days of the month for the current point of view. For example, if the POV is FY14, Nov, it need to return three numbers 2014, 11 and 30.</div>
<div>
<br /></div>
<div>
Let's create three dynamic members: nYear, nMonth and nDay. The member formulas are as below, (Assume the Planning application start year is FY05)<br />
<br /></div>
<div>
<ul>
<li><b>nYear</b></li>
</ul>
</div>
<div>
2004+@COUNT(SKIPNONE,@ILSIBLINGS(@CURRMBR("Year")));<br />
<br /></div>
<div>
<ul>
<li><b>nMonth</b></li>
</ul>
<div>
IF (@ISMBR("Jan"))</div>
<div>
1;</div>
<div>
ELSEIF (@ISMBR("Feb"))</div>
<div>
2;</div>
<div>
ELSEIF (@ISMBR("Mar"))</div>
<div>
3;</div>
<div>
ELSEIF (@ISMBR("Apr"))</div>
<div>
4;</div>
<div>
ELSEIF (@ISMBR("May"))</div>
<div>
5;</div>
<div>
ELSEIF (@ISMBR("Jun"))</div>
<div>
6;</div>
<div>
ELSEIF (@ISMBR("Jul"))</div>
<div>
7;</div>
<div>
ELSEIF (@ISMBR("Aug"))</div>
<div>
8;</div>
<div>
ELSEIF (@ISMBR("Sep"))</div>
<div>
9;</div>
<div>
ELSEIF (@ISMBR("Oct"))</div>
<div>
10;</div>
<div>
ELSEIF (@ISMBR("Nov"))</div>
<div>
11;</div>
<div>
ELSEIF (@ISMBR("Dec"))</div>
<div>
12;</div>
<div>
ENDIF</div>
</div>
<div>
<br /></div>
<div>
<ul>
<li><b>nDay</b></li>
</ul>
<div>
IF (@ISMBR("Jan","Mar","May","Jul","Aug","Oct","Dec"))</div>
<div>
31;</div>
<div>
ELSEIF (@ISMBR("Feb"))</div>
<div>
IF ("nYear"/4 == @INT("nYear"/4))</div>
<div>
29;</div>
<div>
ELSE</div>
<div>
28;</div>
<div>
ENDIF</div>
<div>
ELSEIF (@ISMBR("Apr","Jun","Sep","Nov"))</div>
<div>
30;</div>
<div>
ENDIF</div>
</div>
<div>
<br /></div>
<div>
The result is as below,</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhpkVHzXfUbDTNY3slW5nxotFmlN9n-ShLKeZQJsWcSQuXmlkj4tBEEkAxlyiVKU8wUTaVwE1JDVeo8G1_Z_x6PukACRHwQCn-5SFW9eBM9x4g9smcKzSUY83CHLu9YHmg6b3h-u4x-CLo/s1600/2.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhpkVHzXfUbDTNY3slW5nxotFmlN9n-ShLKeZQJsWcSQuXmlkj4tBEEkAxlyiVKU8wUTaVwE1JDVeo8G1_Z_x6PukACRHwQCn-5SFW9eBM9x4g9smcKzSUY83CHLu9YHmg6b3h-u4x-CLo/s1600/2.jpg" /></a></div>
Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-42972374268516212022014-11-17T18:56:00.001-08:002014-11-20T00:26:50.388-08:00Essbase - Load and Export SQL DataEssbase can load and export data from/to relational database directly. Need to configure the ODBC driver before the data load and export.<br />
<br />
<br />
<ul>
<li>Configuring Data Sources on Windows</li>
</ul>
In the Windows Server, select Start, then Administrative Tools, and then Data Sources (ODBC).<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfGeKy2Mil7d6xvo9kq0vENl7KwESxDzTIxE_LBogE-AEm0jhja0df8Y8-mArkniM2BRaFWX7rGtjND5N5Qi7BWlLVFnQylS-IaTU9j-6EIM73qjjzCPnI1sPPpFEzhiOAg1Cw5s3nfto/s1600/Snap1.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfGeKy2Mil7d6xvo9kq0vENl7KwESxDzTIxE_LBogE-AEm0jhja0df8Y8-mArkniM2BRaFWX7rGtjND5N5Qi7BWlLVFnQylS-IaTU9j-6EIM73qjjzCPnI1sPPpFEzhiOAg1Cw5s3nfto/s1600/Snap1.jpg" height="608" width="640" /></a><br />
<br />
Select "System DSN", you can find a system data source called ODS was already here. It is the DataDirect ODBC drivers provided by the Essbase installation. You can click "Add..." to add another data source.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgbEFGBKxfp287zR5x8R6EQhU29kme41WOnAkPBkpwavPjtFQllX9cCWHmkbJ1wgEDzpi10egm8xtY0R5MTx_hKZIoyU0a3ByokZzvoqPidhX2xIczckaIXXpogYpcCEbHFxSX5EIzipVw/s1600/Snap19.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgbEFGBKxfp287zR5x8R6EQhU29kme41WOnAkPBkpwavPjtFQllX9cCWHmkbJ1wgEDzpi10egm8xtY0R5MTx_hKZIoyU0a3ByokZzvoqPidhX2xIczckaIXXpogYpcCEbHFxSX5EIzipVw/s1600/Snap19.jpg" /></a><br />
<br />
If your data source is Oracle, select DataDirect 7.0 Oracle Wire Protocol (Or other data source for other database) and then click "Finish".<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6J0JLs5DwSXXV5iluQPJsvabooMtEOVKWWjxOH4ehYR-dwmBhAksrbg95LGAjHygoCr0O2h9QN7NgI-PtkAqu5WzuGRF7Za5EZzfvZWV-9V35abVp-Q0Jg3eV9bO2wKMnG0dHfzT0PZE/s1600/Snap20.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6J0JLs5DwSXXV5iluQPJsvabooMtEOVKWWjxOH4ehYR-dwmBhAksrbg95LGAjHygoCr0O2h9QN7NgI-PtkAqu5WzuGRF7Za5EZzfvZWV-9V35abVp-Q0Jg3eV9bO2wKMnG0dHfzT0PZE/s1600/Snap20.jpg" /></a><br />
<br />
<br />
In the General Tab, input the Data Source Name, Host, Port Number and SID.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPQHSrZGKKArAdl22R-x64sICfg6L7WrXCtmibLvCdowwGRplG31HYFUjYaMCN0P_yJTt8it0ZEDWdKk7pP44g8b67B4XSN1LRXSUCnUwRdH_HWqtNHbE-8JyCtqK6QXWEKSUDVihji4c/s1600/Snap21.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPQHSrZGKKArAdl22R-x64sICfg6L7WrXCtmibLvCdowwGRplG31HYFUjYaMCN0P_yJTt8it0ZEDWdKk7pP44g8b67B4XSN1LRXSUCnUwRdH_HWqtNHbE-8JyCtqK6QXWEKSUDVihji4c/s1600/Snap21.jpg" /></a><br />
<br />
Switch to Security Tab, input the User Name here. And then click "Test Connect" for testing.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhxEa3GzFjQZFG0LDLTBEpMCMJb35_RlPDs2-UqrMTvJGQa3aDIga-oO5nVpzPFdfFITx8096_aEQkZEUNoBJHzf1F6qqkyiCz5UyCMlQtt4a7iGPGGKav4mkoVOpxTXBXs6ypzpn1I4JM/s1600/Snap22.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhxEa3GzFjQZFG0LDLTBEpMCMJb35_RlPDs2-UqrMTvJGQa3aDIga-oO5nVpzPFdfFITx8096_aEQkZEUNoBJHzf1F6qqkyiCz5UyCMlQtt4a7iGPGGKav4mkoVOpxTXBXs6ypzpn1I4JM/s1600/Snap22.jpg" /></a><br />
<br />
Input the Password and then click "OK"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3knTBB-c2pIvCA7muUzlli4oZyC1JXB2S5tvia_WB3qXeCKGAM89OMsPuM_P_W5relMPwbei9qtW-TEBQfTOVZJycSXgtjRxJwXqxRGl0JjiLX1VAOAwKMz7dIbOlkFH-4L-ZiT4CrgE/s1600/Snap23.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3knTBB-c2pIvCA7muUzlli4oZyC1JXB2S5tvia_WB3qXeCKGAM89OMsPuM_P_W5relMPwbei9qtW-TEBQfTOVZJycSXgtjRxJwXqxRGl0JjiLX1VAOAwKMz7dIbOlkFH-4L-ZiT4CrgE/s1600/Snap23.jpg" /></a><br />
<br />
It shows the following message if the information is correct. Click "OK" to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOOiFVnC69mn3jafSkRu7MhIftlBwk8k880KsK2i-jnYa2JU5T-USlUM1NliyeSPcEw_Ex98kZsPYSlXt_sjSN1g0EDJhddwukFyjBR5dIlS9oF7IsfEt7S9h7G0wuzF_pJPMzrpOB1c/s1600/Snap24.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOOiFVnC69mn3jafSkRu7MhIftlBwk8k880KsK2i-jnYa2JU5T-USlUM1NliyeSPcEw_Ex98kZsPYSlXt_sjSN1g0EDJhddwukFyjBR5dIlS9oF7IsfEt7S9h7G0wuzF_pJPMzrpOB1c/s1600/Snap24.jpg" /></a><br />
<br />
Click "OK" to confirm, and then you can find the new added data source.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgvG-J6lh1gCj7_529fqjhmIYqTW4fa0EBiL9p2Mjyb6_C4QRlkvWnxfBcv4Nb0tka5IwR39jFs4BtyRhs0sIKLrVBCBnrn39zAkCdUDYLHGAIgw2nf6atTbDTyXCAzqwjhrPuka67qiQY/s1600/Snap25.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgvG-J6lh1gCj7_529fqjhmIYqTW4fa0EBiL9p2Mjyb6_C4QRlkvWnxfBcv4Nb0tka5IwR39jFs4BtyRhs0sIKLrVBCBnrn39zAkCdUDYLHGAIgw2nf6atTbDTyXCAzqwjhrPuka67qiQY/s1600/Snap25.jpg" /></a><br />
<br />
<ul>
<li>Configuring Data Sources on UNIX (Version 11.1.2.3)</li>
</ul>
In the UNIX server, open the $ARBORPATH/bin/.odbc.ini file and add or change the data source configuration. Make sure the data source name is under [ODBC Data Sources] and it invokes the correct database driver. For example.<br />
<div>
<br /></div>
<div>
<div>
[ODBC Data Sources]</div>
<div>
Oracle Wire Protocol=DataDirect 6.1 Oracle Wire Protocol</div>
<div>
<br /></div>
<div>
Roll down to the [Oracle Wire Protocol] part. If you have another name of the data source, copy this part of configuration and then rename it.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjrsqpWWpRyf7n1bAPSZK_ShrqNdRiKKx0TgfN8QVIEIk22nU33Fd42QkuYE1-w_KQnrlQ1JGgZStysBTPfOzJjgFMxdl9bEKNm0mo5Oc4wrN7i0Xb-cmKj55CXdRSP04lE5SeRFQ4X2U/s1600/U1.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjrsqpWWpRyf7n1bAPSZK_ShrqNdRiKKx0TgfN8QVIEIk22nU33Fd42QkuYE1-w_KQnrlQ1JGgZStysBTPfOzJjgFMxdl9bEKNm0mo5Oc4wrN7i0Xb-cmKj55CXdRSP04lE5SeRFQ4X2U/s1600/U1.jpg" height="105" width="640" /></a></div>
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<div>
Change the configuration for the HostName, LogonID, Password, PortNumber and SID.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjqhBV4rIiCnYyZQXf6nLrlC7NEcitRkgq4POFNndv8l7w4l2ltgj8tVn79e4UnD5i9XYW-d9o_Ao7fTmEu3-ZdJuGd2uqhrspAhn9icAQfM95Ll7xm4dQUVjYAzC-S_mI9pwW7TJ_lHJ8/s1600/U2.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjqhBV4rIiCnYyZQXf6nLrlC7NEcitRkgq4POFNndv8l7w4l2ltgj8tVn79e4UnD5i9XYW-d9o_Ao7fTmEu3-ZdJuGd2uqhrspAhn9icAQfM95Ll7xm4dQUVjYAzC-S_mI9pwW7TJ_lHJ8/s1600/U2.jpg" /></a></div>
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<div>
Then we can try to load data from SQL in EAS. Login to EAS, create a rules file for the target database.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmY0tD21qWyXEVBjZBTmDsVJauGMz2kDycWFAW2ga9uVcUonIO_dOmyJEAImqWK_fNvnPsdNH1x_HQ2mTsagCCeATBA4JmYQHbTWRdmFvKbvKlOa4jmp-97EEOX7v3aTOooN5nW5SgYYI/s1600/Snap26.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmY0tD21qWyXEVBjZBTmDsVJauGMz2kDycWFAW2ga9uVcUonIO_dOmyJEAImqWK_fNvnPsdNH1x_HQ2mTsagCCeATBA4JmYQHbTWRdmFvKbvKlOa4jmp-97EEOX7v3aTOooN5nW5SgYYI/s1600/Snap26.jpg" /></a></div>
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<div>
Click File > Open SQL in the rules file.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3Rh3XjPZnzrzubQZ8Avh449fbJD7vxY37RnV6dCCVxLHTIBZP4R6xAmpkq8rF2y49Zu4gnVUsgMaTfmDy7Vjc26xLHOnbpDmsXiAw0H7QuNaFBJtZIFFX6v0AuevjqInQb0upi3biD6s/s1600/Snap27.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3Rh3XjPZnzrzubQZ8Avh449fbJD7vxY37RnV6dCCVxLHTIBZP4R6xAmpkq8rF2y49Zu4gnVUsgMaTfmDy7Vjc26xLHOnbpDmsXiAw0H7QuNaFBJtZIFFX6v0AuevjqInQb0upi3biD6s/s1600/Snap27.jpg" height="344" width="640" /></a></div>
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Confirm the target database information and then click OK to continue.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgid1-vFfNVNwBqynZMRJrhLfF18KIhBHFiwo4ReKEMZpJ2WWEilGrKygIMzrZdO0C8c-z4Vb5MF8KqnGSNVlVAyTccmLHKwjImXlhGvoRtFblXpLvWQaS40XHHsztM0dAgEREJlQ0mE7o/s1600/Snap28.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgid1-vFfNVNwBqynZMRJrhLfF18KIhBHFiwo4ReKEMZpJ2WWEilGrKygIMzrZdO0C8c-z4Vb5MF8KqnGSNVlVAyTccmLHKwjImXlhGvoRtFblXpLvWQaS40XHHsztM0dAgEREJlQ0mE7o/s1600/Snap28.jpg" /></a></div>
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<div>
You can find the SQL data sources you created before. Select Oracle Wire Protocol, input the SQL statement for the source data. And then click "OK/Retrieve" to retrieve data.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSmUqZ_kIKugUn7wgCgloiZrIWityN0Cs-av7XSzI7jZHm6Sh25mFYFT_96DXYnjYuxrSF6x9k0XQlPI2obTwO2HApkR9IVkte4ZFBsd6MTVAHtWsh9RmaF4COnGz65YYrm_IwKFwbLkU/s1600/Snap29.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSmUqZ_kIKugUn7wgCgloiZrIWityN0Cs-av7XSzI7jZHm6Sh25mFYFT_96DXYnjYuxrSF6x9k0XQlPI2obTwO2HApkR9IVkte4ZFBsd6MTVAHtWsh9RmaF4COnGz65YYrm_IwKFwbLkU/s1600/Snap29.jpg" height="640" width="571" /></a><br />
<br />
For Oracle database, you can use Oracle Call Interface (OCI) as an alternative to ODBC to significantly improve data load and dimension build performance. Use the following syntax for the Data Source Name: host:port/Oracle_service_name<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhSIUoOtsgvyDfuA3WMVGqXZ2I15NiwDJh_skWig2TzCHYr-6OjLKj80v7ugYojGZcTnUrYHjp8ZFqHIjTrSQQZ0ZUGiqKhwBJXFMzu0uMeGPjRmu_EVTF5e4TklZRGP4hOVzqajtRIxic/s1600/Snap74.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhSIUoOtsgvyDfuA3WMVGqXZ2I15NiwDJh_skWig2TzCHYr-6OjLKj80v7ugYojGZcTnUrYHjp8ZFqHIjTrSQQZ0ZUGiqKhwBJXFMzu0uMeGPjRmu_EVTF5e4TklZRGP4hOVzqajtRIxic/s1600/Snap74.jpg" /></a><br />
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Input User name and Password for the SQL. Then click OK.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEix0G57HCSm-iMERe9WZLzWL59J-3_AMvHZvz0hCIbHyzBVMwWCPBcyIW4IzrnkQa4biKn7_d1ic431sosBFubAasZAtBVMLgfAE9b7s4xifLE36SxkiSrKiBLRPdu6NRC8nsE06h1ypZc/s1600/Snap30.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEix0G57HCSm-iMERe9WZLzWL59J-3_AMvHZvz0hCIbHyzBVMwWCPBcyIW4IzrnkQa4biKn7_d1ic431sosBFubAasZAtBVMLgfAE9b7s4xifLE36SxkiSrKiBLRPdu6NRC8nsE06h1ypZc/s1600/Snap30.jpg" /></a></div>
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<div>
You can find the source data can be retrieved in the rules file. Actually, the field names of the SQL table will be generated to the field name of the rules file automatically. Click "Field Properties" to have a check.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXnv2izTyH3EBYSkbSz9ed5k81QtKAzd_PAgG6hYmj-77ONfOnSicTgW3fcF-LlEjuC-OboC_wFaLLYmDUGiX46K3Z1QZEeH9fG6xDwtKCnB9264E9QgWTjg6_ub_INlvbLJJ9w2BtSwQ/s1600/Snap32.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXnv2izTyH3EBYSkbSz9ed5k81QtKAzd_PAgG6hYmj-77ONfOnSicTgW3fcF-LlEjuC-OboC_wFaLLYmDUGiX46K3Z1QZEeH9fG6xDwtKCnB9264E9QgWTjg6_ub_INlvbLJJ9w2BtSwQ/s1600/Snap32.jpg" height="324" width="640" /></a></div>
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You can do some simple mappings in the Global Properties Tab.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiiFqcGCu8Dvo12wjGZiV9QZEnlMJY9H8tSrzCNilNH2nkvb2qi-SaBJo12gmFHmc4TAuylA71LTGwOYroKlnppe0OfrITyNGGJO4uOAxF_hUPEWYo2rtLLWRTISUHr9IDeY9LLGLFjPY/s1600/Snap33.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiiFqcGCu8Dvo12wjGZiV9QZEnlMJY9H8tSrzCNilNH2nkvb2qi-SaBJo12gmFHmc4TAuylA71LTGwOYroKlnppe0OfrITyNGGJO4uOAxF_hUPEWYo2rtLLWRTISUHr9IDeY9LLGLFjPY/s1600/Snap33.jpg" /></a></div>
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<div>
Switch to the tab "Data Load Properties", you can check or change the field definition here.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJHw-sNli_wBae4MU-_9So2IdNoyVe994Cr12uiGorDDZaPAewDcil7LI0NHTqvVl7JwwLb7CK__6T8sUckcBj0V5UrvLC2hq6K-vgOooxEQiC3i_D8CJAQilSXwFiiyrN4A5kAzpVqyE/s1600/Snap34.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJHw-sNli_wBae4MU-_9So2IdNoyVe994Cr12uiGorDDZaPAewDcil7LI0NHTqvVl7JwwLb7CK__6T8sUckcBj0V5UrvLC2hq6K-vgOooxEQiC3i_D8CJAQilSXwFiiyrN4A5kAzpVqyE/s1600/Snap34.jpg" /></a></div>
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Press "Next >>" for the other fields, make sure to check the box "Data field" for the data field. Then click "OK" to continue.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiouS3qQUpBSyL3h3Sxn79c8hSnJijT4r4h_DlP2FQ9w4Ac8tv3fmPXsfhKYvU2iTcpU-B5ORb5ceOgBnksXtJRIZElQVqrxLdV67Ydo0MJxoplLfSiuTQMSGNYg2FOkhL1TP6l9yDf40w/s1600/Snap35.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiouS3qQUpBSyL3h3Sxn79c8hSnJijT4r4h_DlP2FQ9w4Ac8tv3fmPXsfhKYvU2iTcpU-B5ORb5ceOgBnksXtJRIZElQVqrxLdV67Ydo0MJxoplLfSiuTQMSGNYg2FOkhL1TP6l9yDf40w/s1600/Snap35.jpg" /></a></div>
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Click "Data source properties" to change the data source properties, normally it doesn't need to change if the source is relational database. (It may need to change the settings for the flat file source.)</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuvNLjD2wndl1s2AnYKtDcjEWa1P1aHixVn1XGDOi435ekeOWcjk4zIQpk3Vgf-2SOFxbNXG-uq4gt5pivcmyn785GU0gX8ho-10UkY-PbeO8xxsp-c4_iKTn__wPCtwJZ-Pc0DGnS168/s1600/Snap36.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuvNLjD2wndl1s2AnYKtDcjEWa1P1aHixVn1XGDOi435ekeOWcjk4zIQpk3Vgf-2SOFxbNXG-uq4gt5pivcmyn785GU0gX8ho-10UkY-PbeO8xxsp-c4_iKTn__wPCtwJZ-Pc0DGnS168/s1600/Snap36.jpg" height="328" width="640" /></a></div>
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Click "Data load settings" for the data load configurations.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrZTAhkLtJIUbhq-Hm2Haz21Dm-5UjTLVHa7_U3Z8Ij5mgRymB5rXkh_bPZCUdgMJBXF9AhTZg__6wMLL69xJNeXQhp_U0ABLayBf806Nz2V8fQzDsTKzQGSF3d105CD5TTu1ZweMftM8/s1600/Snap37.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrZTAhkLtJIUbhq-Hm2Haz21Dm-5UjTLVHa7_U3Z8Ij5mgRymB5rXkh_bPZCUdgMJBXF9AhTZg__6wMLL69xJNeXQhp_U0ABLayBf806Nz2V8fQzDsTKzQGSF3d105CD5TTu1ZweMftM8/s1600/Snap37.jpg" height="328" width="640" /></a></div>
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There are three data load options in "Data Load Values" tab, normally we use the setting of "Overwrite existing values". But in some cases if there are duplicated dimension combination records in the source data and we want to aggregate the data together, we use "Add to existing values" option.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhTUvv3UcgfaG-HBsZRyVz_8MAz0AShaXG0-aiWRQwrNrVtQXhwyxGDyCkaNuOHMAXVVeZlRHnyPDPODwsQCzPkKA2D17hxwg5Qp6FBnhLp42Q-eT8Zqf9u-45niBOEe-XJwlUaPDxCWr0/s1600/Snap38.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhTUvv3UcgfaG-HBsZRyVz_8MAz0AShaXG0-aiWRQwrNrVtQXhwyxGDyCkaNuOHMAXVVeZlRHnyPDPODwsQCzPkKA2D17hxwg5Qp6FBnhLp42Q-eT8Zqf9u-45niBOEe-XJwlUaPDxCWr0/s1600/Snap38.jpg" /></a></div>
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If we want to clear data combinations before the data load, switch to the "Clear Data Combinations" tab. For the cases if the source data changed frequently and we need to reload data after the change, we will need to clear the existing data first and then reload the data again, make sure there is no dirty data left in the target environment. Select the Combinations to clear from the Dimension list and then continue.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAtL_I2bReyYvI_vANScVYqR4zZ1CPy_5ZsykIkge1LPzhzoI2AcMMzm0ccXgPDKk3ttw-Quy4s3VSDN55N1NFX74JImUFwh6Sf6U1_wPs6ICwXuj0-rMCRXv0dJxsugJDxQl_elccJ-M/s1600/Snap39.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAtL_I2bReyYvI_vANScVYqR4zZ1CPy_5ZsykIkge1LPzhzoI2AcMMzm0ccXgPDKk3ttw-Quy4s3VSDN55N1NFX74JImUFwh6Sf6U1_wPs6ICwXuj0-rMCRXv0dJxsugJDxQl_elccJ-M/s1600/Snap39.jpg" /></a></div>
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"Header Definition" - If the number of fields of the source data is less then the dimension numbers of the target Essbase cube, you need to define the header definition. For example, if you have no version field in the source data, but you have the "Version" dimension in the target Essbase cube. Then you need to specify one of the version to load the data. (e.g. Final)</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWgZS8ekiibvRT5vB78dxW22b6SB9-ggk-BLA19qmAspeb0QakRvkkyBRKErfdA3gMsowQIpi3yqtdTVaMkMBtQQywPWBXPhfjGRmCPhu5Axi3ENKlQtazxrPeP5yp-HBCRaGuJlbZe7Q/s1600/Snap40.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWgZS8ekiibvRT5vB78dxW22b6SB9-ggk-BLA19qmAspeb0QakRvkkyBRKErfdA3gMsowQIpi3yqtdTVaMkMBtQQywPWBXPhfjGRmCPhu5Axi3ENKlQtazxrPeP5yp-HBCRaGuJlbZe7Q/s1600/Snap40.jpg" /></a></div>
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After all the settings are done in the rules file, you can save to continue.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_hmBExeOIMP5dBPEC0JKgbqn8q96N1gl-WOkMz-xHOqdlnBkKbjDlJyvABnFlzZScOb8ZAho3o2YmY_itB92foN48aa4ek4EtwrKo0ue19qIByzbM8PZHtIPbs0j0ZRgx_-KHwpPbIWA/s1600/Snap41.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_hmBExeOIMP5dBPEC0JKgbqn8q96N1gl-WOkMz-xHOqdlnBkKbjDlJyvABnFlzZScOb8ZAho3o2YmY_itB92foN48aa4ek4EtwrKo0ue19qIByzbM8PZHtIPbs0j0ZRgx_-KHwpPbIWA/s1600/Snap41.jpg" height="353" width="640" /></a></div>
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<div>
Input the File name and click "OK"</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjLDT9TZ67gkgJFe5YUXGGv7AjMqY9h9vGCjj6q1BMzHQmw9bzjgqjiKrDlg0vofGSh61h6fRLt4q3D1q3zM5WepK4W6VZkz_iajsgtq1P6mNzb8jLMaojlZVTqERv2m2cAOv9_55goJA8/s1600/Snap42.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjLDT9TZ67gkgJFe5YUXGGv7AjMqY9h9vGCjj6q1BMzHQmw9bzjgqjiKrDlg0vofGSh61h6fRLt4q3D1q3zM5WepK4W6VZkz_iajsgtq1P6mNzb8jLMaojlZVTqERv2m2cAOv9_55goJA8/s1600/Snap42.jpg" /></a></div>
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<div>
Now we can load the data from the relational database with the saved rules file. Right click the target database, click "Load data..."</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLW3c70Wf-ExFZhU3jOrl8C5ch73BgCyQtCONzasKgNk8IMNxh3NMwnoz73AkIN2lz_X7TzJQvHY1OxSaK1l-hy005sawfKCimE5i2cc7nbRS3KhZ9yJ-xbzPNtA4kYxX1F11QscqCG0U/s1600/Snap43.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLW3c70Wf-ExFZhU3jOrl8C5ch73BgCyQtCONzasKgNk8IMNxh3NMwnoz73AkIN2lz_X7TzJQvHY1OxSaK1l-hy005sawfKCimE5i2cc7nbRS3KhZ9yJ-xbzPNtA4kYxX1F11QscqCG0U/s1600/Snap43.jpg" /></a></div>
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<div>
Select SQL as the Data Source...and then click "Find Rules File"</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjXsbV64KbEKuWtPFlXQsRkUXW9oaWv1N3_kkM1ny-Q_kVZC8zu4Uymq9PFjPZnJHDovXnuQlKg9dGOCdVKLPR1Zswx2bZQLXULMdE9z_zM2sSByLzy84hwl-7a2oVkuOKx8oj3ErnKtYw/s1600/Snap44.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjXsbV64KbEKuWtPFlXQsRkUXW9oaWv1N3_kkM1ny-Q_kVZC8zu4Uymq9PFjPZnJHDovXnuQlKg9dGOCdVKLPR1Zswx2bZQLXULMdE9z_zM2sSByLzy84hwl-7a2oVkuOKx8oj3ErnKtYw/s1600/Snap44.jpg" height="570" width="640" /></a></div>
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<div>
Select the rules file we created before.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi50grQFtQ1VVfqvpmXgAZL_UjsYqFBHbGm3jLU99oIm5-YSWQDpKOXH9JEYzRBwKHm0o_UaMDKyE87lWARseuW36szu4Zs5_V2a_lQHK8RKVukoVshaCZEg0v0g_0jAlNNlQt9wtWA-X8/s1600/Snap45.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi50grQFtQ1VVfqvpmXgAZL_UjsYqFBHbGm3jLU99oIm5-YSWQDpKOXH9JEYzRBwKHm0o_UaMDKyE87lWARseuW36szu4Zs5_V2a_lQHK8RKVukoVshaCZEg0v0g_0jAlNNlQt9wtWA-X8/s1600/Snap45.jpg" /></a></div>
<div>
<br /></div>
<div>
Then scroll to the right of the Data Load setting, input the SQL User Name and Password, click "OK"</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXnFnS5zYmV7FBgreXk0QA2xYPZ0b12mw51cF96oSk2wHpgyV_DN_ugrtzjaIw8Bp031EhVauopqJdiPbZy5tejWf5Zq69b7mU-Q25_udm-Xu0lSXJyxbquNrF2cw2I3gC0dhFqvr9ngU/s1600/Snap47.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXnFnS5zYmV7FBgreXk0QA2xYPZ0b12mw51cF96oSk2wHpgyV_DN_ugrtzjaIw8Bp031EhVauopqJdiPbZy5tejWf5Zq69b7mU-Q25_udm-Xu0lSXJyxbquNrF2cw2I3gC0dhFqvr9ngU/s1600/Snap47.jpg" /></a></div>
<div>
<br /></div>
<div>
The data load log shows as below.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiupfhz1mzFDqTvVWjXKbV0ksl9ePAPKtmd5CBqnK8ViAanGo1D66NWEgL2xWmmv66Xkaazthu_F3ZmuhprCHjbF-fND6_OB8cAPxZEeZL7YUD-7QDOitMCZlnNKC4uSbb2c02XLLmqvKU/s1600/Snap48.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiupfhz1mzFDqTvVWjXKbV0ksl9ePAPKtmd5CBqnK8ViAanGo1D66NWEgL2xWmmv66Xkaazthu_F3ZmuhprCHjbF-fND6_OB8cAPxZEeZL7YUD-7QDOitMCZlnNKC4uSbb2c02XLLmqvKU/s1600/Snap48.jpg" /></a></div>
<div>
<br /></div>
<div>
You can find the data was loaded to Hyperion Planning/Essbase successfully.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhai94l22OeyO5XUd-ON-n6o0QdMT7lFjeHtwI8MeEOItgjO-YN8Mx-6WA1A6n_fijUyGXnoohauI2edCWsajOIraGZD2sP7G-s_LZoDXFr0cCOgWAZcsYa2CypfLL9lXVB2lkTK1_2MPE/s1600/Snap49.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhai94l22OeyO5XUd-ON-n6o0QdMT7lFjeHtwI8MeEOItgjO-YN8Mx-6WA1A6n_fijUyGXnoohauI2edCWsajOIraGZD2sP7G-s_LZoDXFr0cCOgWAZcsYa2CypfLL9lXVB2lkTK1_2MPE/s1600/Snap49.jpg" height="94" width="640" /></a></div>
<div>
<br /></div>
<div>
Next, we can try how to export Essbase data to relational database with DATAEXPORT command in a calculation script. First, create a calculation script as below.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxalobqLlsgDSUZXTpOwFFYqmItue-oxjqvIHn9XQOERdx6Rmywf6ahnjr5GF3RraznftFIrNfG6lilkUYERGkFUaOIJde6ElNAD27qph1VJF2VSxKQ148SAqi9n9SBoJ7NwuqLXh78Nc/s1600/Snap50.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxalobqLlsgDSUZXTpOwFFYqmItue-oxjqvIHn9XQOERdx6Rmywf6ahnjr5GF3RraznftFIrNfG6lilkUYERGkFUaOIJde6ElNAD27qph1VJF2VSxKQ148SAqi9n9SBoJ7NwuqLXh78Nc/s1600/Snap50.jpg" /></a></div>
<div>
<br /></div>
<div>
We can export Essbase data to relational database with the following command. "Oracle Wire Protocol" is the ODBC driver we created before, and we also need to specify the table name, user name and password of the target database.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqzvUurbuj5V041XRB9vtHLDl12VUS9psbHKC-LwL0omHLqJd4wgLt4WXIKLLfmnxqrEx0hHzbcu5a8bt8KM91NsJWZLUZ85mCxV_hsF1dJh0jLRtm6ttzTSvu-hqNNJ5fyl66gEjSZ7I/s1600/Snap51.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqzvUurbuj5V041XRB9vtHLDl12VUS9psbHKC-LwL0omHLqJd4wgLt4WXIKLLfmnxqrEx0hHzbcu5a8bt8KM91NsJWZLUZ85mCxV_hsF1dJh0jLRtm6ttzTSvu-hqNNJ5fyl66gEjSZ7I/s1600/Snap51.jpg" height="346" width="640" /></a></div>
<div>
<br /></div>
<div>
Save the script and then execute, you can find the data output to the relational database successfully.</div>
<div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgw5-KR45oKXH654Uz9SrKXB5iOFGZaEV-3zFXvpIa7ngbicFONaTtAz_coyl0eK-DfHItokvajVyS2it-eGPNRbD8_IxVL3OaeXaQohl_H0bJj4SBGEuxs_hVDKaF-iPtpgEgQlldqV4U/s1600/Snap52.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgw5-KR45oKXH654Uz9SrKXB5iOFGZaEV-3zFXvpIa7ngbicFONaTtAz_coyl0eK-DfHItokvajVyS2it-eGPNRbD8_IxVL3OaeXaQohl_H0bJj4SBGEuxs_hVDKaF-iPtpgEgQlldqV4U/s1600/Snap52.jpg" /></a></div>
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Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com2tag:blogger.com,1999:blog-2900039444897015685.post-84169492094109865002014-11-11T02:00:00.001-08:002014-11-11T02:00:57.587-08:00Hyperion Planning - How to create BlockBlock creation is always an issue for Planning or Essbase projects, you need to consider whether the block is existing in the business rules or calculation scripts. That's because the setting of the following option is set to off by default.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7FYClLiv4phyphenhyphenfoQbdoEfM25Am2p70rj2d7XSnmnaqW8Q8y8g914UwNh5SXqoZv2SR57AEXP9mTMnglf9qA-DI3-m0IjJLsPhWfIinTwiRfYqBgC-SQ0sGaeRaCH-Wk3AXCoifG-gNgck/s1600/Snap16.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7FYClLiv4phyphenhyphenfoQbdoEfM25Am2p70rj2d7XSnmnaqW8Q8y8g914UwNh5SXqoZv2SR57AEXP9mTMnglf9qA-DI3-m0IjJLsPhWfIinTwiRfYqBgC-SQ0sGaeRaCH-Wk3AXCoifG-gNgck/s1600/Snap16.jpg" /></a><br />
<br />
There are several ways to create blocks,<br />
<ol>
<li>Input data directly in web forms or Excel Smart View</li>
<li>Data Load from ETL tools or EAS rules file</li>
<li>Rollup in sparse dimension - CALC DIM, AGG, @IDESCNEDANTS...</li>
<li>SET CREATENONMISSINGBLK ON;</li>
<li>DATACOPY - The performance is much better than CREATENONMISSINGBLK command</li>
<li>@CREATEBLOCK - this function is available from version 11.1.2.3</li>
</ol>
<div>
Here is an example for the function @CREATEBLOCK. Note that at the left hand side of the equal sign, it should be a sparse dimension member.</div>
<div>
<br /></div>
<div>
<div>
FIX (@Relative("AllChannel", 0))</div>
<div>
FIX (@Relative("AllProduct", 0))</div>
<div>
FIX ({Entity})</div>
<div>
FIX ({Years})</div>
<div>
FIX ({Scenario})</div>
<div>
"HSP_InputValue" = @CREATEBLOCK ({Version});</div>
<div>
ENDFIX</div>
<div>
ENDFIX</div>
<div>
ENDFIX</div>
<div>
ENDFIX</div>
<div>
ENDFIX</div>
</div>
Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-38976478985881656652014-11-11T00:32:00.001-08:002014-11-11T00:32:58.578-08:00Hyperion Planning - How to maintain MetadataThere are several different ways to maintain the metadata in Hyperion Planning<br />
<br />
<ol>
<li>HAL (Hyperion Application Link) - You can use it to maintain metadata in version 9 or lower</li>
<li>DIM (Data Integration Management) - Informatica provides the Hyperion Planning adapter</li>
<li>ODI (Oracle Data Integrator) - Will gradually replace DIM in the latest versions</li>
<li>EPMA (Enterprise Performance Management Architect) - Maintain the EPMA master library and then deploy to Hyperion Planning</li>
<li>Outline Load Utility (Command Line) - Load metadata with Planning utility after version 11</li>
<li>Outline Load Utility (Planning UI) - Allows metadata to be imported or exported from the web interface after version 11.1.2.3</li>
<li>Access to Planning Metadata in Smart View - Allows metadata to be maintained in Smart View after Planning Admin Extension installed in version 11.1.2.3</li>
</ol>
<br />
When you use Outline Load Utility command line to load the metadata (Method 5), you will find the parameters are so many and the operating is not very convenient. For example,<br />
<br />
C:\EPM_ORACLE_INSTANCE\Planning\planning1>OutlineLoad /A:test /U:admin /M /N /I:c:\outline1_ent.csv /D:Entity /L:c:/outlineLoad.log /X:c:/outlineLoad.exc<br />
<br />
Thus, I usually create another "my own" outline load utility in the planning implementation projects with windows shell scripts, or the linux one.<br />
<br />
First, remote to the Planning application server and then locate to the Outline Load Utility folder. (Or some other path that you want to store the new utility file) Create a folder called "OutlineLoad". We will use "OutlineLoad.cmd" and "PasswordEncryption.cmd" in the later.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZgljBQAO-dkc_tfsXYkPlXKuAx24VKqWQDI-hNBfHA6xanQaLzWXSAkJ-SOGmWsjzETf1NA_RQU3Rv0PwGPjQjMOnRC1MdukwthYCc3pVEjav5GgpkjrTc92BKru4_jExmSNy62ZUJIE/s1600/Snap3.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZgljBQAO-dkc_tfsXYkPlXKuAx24VKqWQDI-hNBfHA6xanQaLzWXSAkJ-SOGmWsjzETf1NA_RQU3Rv0PwGPjQjMOnRC1MdukwthYCc3pVEjav5GgpkjrTc92BKru4_jExmSNy62ZUJIE/s1600/Snap3.jpg" height="603" width="640" /></a></div>
<br />
Create a folder called "logs" under the folder "OutlineLoad" and create two command files called "CMDD.cmd" and "Load.cmd".<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuuyj1gZYXRc2g9KeGiMoeaC729aAoXDRcpFfdoHo2UwfdDHvb9GKGSQg8S9lbeLsbpfHNLUxSpky2W3oJYo2naVT0wmhGOLVT63dm-a0xKIHyp4Dk_4QhLKNXFMjthYZMxQkF1CzF9p0/s1600/Snap4.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuuyj1gZYXRc2g9KeGiMoeaC729aAoXDRcpFfdoHo2UwfdDHvb9GKGSQg8S9lbeLsbpfHNLUxSpky2W3oJYo2naVT0wmhGOLVT63dm-a0xKIHyp4Dk_4QhLKNXFMjthYZMxQkF1CzF9p0/s1600/Snap4.jpg" height="177" width="640" /></a><br />
<br />
Edit the "Load.cmd" in Notepad, update the server, application name, "OutlineLoad.cmd" utility path. If you want to skip the password prompt, you need to use [-f:passwordFile] option as the first parameter in the command line. Next step will introduce how to generate the encrypt password file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhT97RKrSuyXvuGM864okseNVNJpL-9DkrcugRJcCsATIy5qOo9lrOYtSgzDKmMkY3ZCVwLUPKf0xx0XTrX50JFWtY6U_Rt4WOnPoDOKuh4Y1SmranOcFDU3XtEd-0Lk9_XNRClw0wCtoE/s1600/Snap5.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhT97RKrSuyXvuGM864okseNVNJpL-9DkrcugRJcCsATIy5qOo9lrOYtSgzDKmMkY3ZCVwLUPKf0xx0XTrX50JFWtY6U_Rt4WOnPoDOKuh4Y1SmranOcFDU3XtEd-0Lk9_XNRClw0wCtoE/s1600/Snap5.jpg" height="224" width="640" /></a><br />
<br />
Open a command line window, locate to the PasswordEncrypt.cmd utility path. Input the command "PasswordEncryption.cmd passwordFile" as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhiqJDa93DA6gUb0Q-CJlcSzAyY1MfN09azDVhXWtY5ysRHZQmmnMb_dKTUaO6QKDnm0Qsgi5N0bo24PjTRbRNBuZPMD86wwteUVDoteIf9-4ww1Qu9IwIaULG64iyfvt3BpAD0JEuTlFo/s1600/Snap7.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhiqJDa93DA6gUb0Q-CJlcSzAyY1MfN09azDVhXWtY5ysRHZQmmnMb_dKTUaO6QKDnm0Qsgi5N0bo24PjTRbRNBuZPMD86wwteUVDoteIf9-4ww1Qu9IwIaULG64iyfvt3BpAD0JEuTlFo/s1600/Snap7.jpg" height="412" width="640" /></a><br />
<br />
Then you can find the encrypt password file was generated successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrR1A99J7O-u-f_zGnXdBDAasgd2geuxp9gEHyTwAl0iL5q3EmwJL9bWanhN1yDWkFXgCyp4q_-Q1K_PtVUplSvYcldWdjSglzUK0YhfIVFB_4-y80KOVV4iv9U86vQ1Omg5Okhv8mj9M/s1600/Snap8.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrR1A99J7O-u-f_zGnXdBDAasgd2geuxp9gEHyTwAl0iL5q3EmwJL9bWanhN1yDWkFXgCyp4q_-Q1K_PtVUplSvYcldWdjSglzUK0YhfIVFB_4-y80KOVV4iv9U86vQ1Omg5Okhv8mj9M/s1600/Snap8.jpg" /></a><br />
<br />
Edit the "CMDD.cmd" file in the OutlineLoad folder as below, it can help you to locate to the "Load.cmd" command folder easily.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsG5ZOvU0BTSpuv1NZaYriV9197E9bGU4lp5UVkcg_zkEs37hil363M4fK7A11qA70XtHa3N0u9ifiOSFp7HfGp4ouyVXqvy3Xr-Tb4D3ykjqfQrbYZFRp-bRoDoWu8NEmaJTUlMiBsFQ/s1600/Snap9.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsG5ZOvU0BTSpuv1NZaYriV9197E9bGU4lp5UVkcg_zkEs37hil363M4fK7A11qA70XtHa3N0u9ifiOSFp7HfGp4ouyVXqvy3Xr-Tb4D3ykjqfQrbYZFRp-bRoDoWu8NEmaJTUlMiBsFQ/s1600/Snap9.jpg" /></a><br />
<br />
And then prepare the csv file for the dimension that you want to load, remember the file name should be the same as the dimension name with "csv" as the extension.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh40yThjciEekZDZzYCyaCkDryPAuinyUaDr-OyFB1FMrGZbF6gFMVQqBDqVZuXu247-XU-GBhqPkHpo9y9Fad44NPLQtgroV5znFe8iowPa5-Ey3tPdL_jMsiHr4Ob3vCilmjAAHh15ys/s1600/Snap10.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh40yThjciEekZDZzYCyaCkDryPAuinyUaDr-OyFB1FMrGZbF6gFMVQqBDqVZuXu247-XU-GBhqPkHpo9y9Fad44NPLQtgroV5znFe8iowPa5-Ey3tPdL_jMsiHr4Ob3vCilmjAAHh15ys/s1600/Snap10.jpg" height="153" width="640" /></a><br />
<br />
Double click the "CMDD.cmd" command to open a command line window, the path can be located to the custom "OutlineLoad" folder automatically. Then run the command "Load [Dimension Name]". This command will update the application specified in the "Load.cmd" file, the to be updated dimension is a parameter which we send to the "Load.cmd" command (Channel in this example) and the loaded file's name is the same as the parameter with csv as its extension.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifS546fr2dBy4xIW6NrivtFJXBXmYeH-Zo81hm3TseTD6cTonn2mJZGs3B6oDBNQta9YomnRaqxj5z1ZyyNLJzsk58HST1fOooUGsYg9I2ujlu7aTY8c_MknQs0yytLtWi2w8xwCLImXo/s1600/Snap11.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifS546fr2dBy4xIW6NrivtFJXBXmYeH-Zo81hm3TseTD6cTonn2mJZGs3B6oDBNQta9YomnRaqxj5z1ZyyNLJzsk58HST1fOooUGsYg9I2ujlu7aTY8c_MknQs0yytLtWi2w8xwCLImXo/s1600/Snap11.jpg" height="412" width="640" /></a><br />
<br />
The metadata is loaded successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-roaPRFvzwZGV9vLS5H3g1fROf5NNI8f6Eh5bP1727GfgsfPiev7sHsTcExU1Sp5l8TeMhysmZ4jrLcHSv2Ge_qpu8ja7-FuyHkhHRHz00nnVfjvO3zYcYYZPb20NOVuHmunuYmBwyCU/s1600/Snap12.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-roaPRFvzwZGV9vLS5H3g1fROf5NNI8f6Eh5bP1727GfgsfPiev7sHsTcExU1Sp5l8TeMhysmZ4jrLcHSv2Ge_qpu8ja7-FuyHkhHRHz00nnVfjvO3zYcYYZPb20NOVuHmunuYmBwyCU/s1600/Snap12.jpg" height="412" width="640" /></a><br />
<br />
You can find the log and exception files in the "logs" folder.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjET7wr-Gj5CjWpKy2wfSo3acWUkQI8ZrtKlHMycvI7jS3AQJWZoBqxvZrSYwDq2LSnHIVhkUJse5dlasWWog6P63IFZTf305nHudWmMeGFrsTLPlUgrOqoMPeDZtxVCwJ49aCPmy6cJYk/s1600/Snap13.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjET7wr-Gj5CjWpKy2wfSo3acWUkQI8ZrtKlHMycvI7jS3AQJWZoBqxvZrSYwDq2LSnHIVhkUJse5dlasWWog6P63IFZTf305nHudWmMeGFrsTLPlUgrOqoMPeDZtxVCwJ49aCPmy6cJYk/s1600/Snap13.jpg" height="133" width="640" /></a><br />
<br />
Open Planning Application and you can find the metadata is updated successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfmMLFwHlSsd_beAxTs0SI3iK1rjoGI_UYDWTae2p79Seq5ig1BR_dfwmDp4wAbNVqBmbi8gcObmSuuq1yOluOimqQjJD1InagYa5H6ndp_C78DQdoTlitmOZc97yetY4-cn470Kf8TwA/s1600/Snap14.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfmMLFwHlSsd_beAxTs0SI3iK1rjoGI_UYDWTae2p79Seq5ig1BR_dfwmDp4wAbNVqBmbi8gcObmSuuq1yOluOimqQjJD1InagYa5H6ndp_C78DQdoTlitmOZc97yetY4-cn470Kf8TwA/s1600/Snap14.jpg" /></a><br />
<br />
If you want to delete members with the "Load.cmd" file, just update the "Operation" column in the csv file. Examples are as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh-UejvzaAM415UNui9yjrzdwdMgzJRxHD33_U5Op45H30se9QzyyLGHzmSSjDNxGjcdZpfN4ZLmh2_X5pnvtFfX9b4CQIbzD1qiZXElJPrp6bxdr8ENoa7OarBDHsXmZv58YpTW_3E51U/s1600/Snap15.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh-UejvzaAM415UNui9yjrzdwdMgzJRxHD33_U5Op45H30se9QzyyLGHzmSSjDNxGjcdZpfN4ZLmh2_X5pnvtFfX9b4CQIbzD1qiZXElJPrp6bxdr8ENoa7OarBDHsXmZv58YpTW_3E51U/s1600/Snap15.jpg" height="145" width="640" /></a><br />
<br />
The Operation port takes any of the following values, the default value of this column is "Update".<br />
<br />
<ul>
<li><b>Update </b>– Adds, updates, or moves the member being loaded </li>
<li><b>Delete Level 0 </b>– Deletes the member being loaded if it has no children </li>
<li><b>Delete Idescendants </b>– Deletes the member being loaded and all of its descendants </li>
<li><b>Delete Descendants </b>– Deletes the descendants of the member being loaded, but does not delete the member itself </li>
</ul>
<div>
You can use the same method to custom your "Export.cmd" file, also will rapidly improve your efficiency in the update of the Metadata. But of course from version 11.1.2.3, you can do that from Planning web UI directly, which you don't need to remote to the Planning server and do the jobs above!</div>
<br />
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com1tag:blogger.com,1999:blog-2900039444897015685.post-46314043772789949712014-07-01T19:49:00.000-07:002014-07-01T23:44:42.450-07:00FDMEE 11.1.2.3 (1) - Sample ApplicationAfter the PSU 11.1.2.3.500 is patched, we can create a sample planning application called "Vision". This sample application contains Hyperion Planning Application, Shared Services provisioning, Financial Reports, Calculation Manager and FDMEE.<br />
<br />
FDM Classic last release is the 11.1.2.3.0 codeline. Beginning with the 11.1.2.4 version, FDM Classic will no longer be available, users will be required to move to FDM Enterprise Edition (FDMEE) in the 11.1.2.4 codeline. Today I want to introduce FDMEE for the sample application.<br />
<br />
In Workspace, Navigate > Administer > Data Management. FDMEE starts from here, which called ERP integrator before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgnaq1KNWruiGV3_gc0vK7thhLJ08AyIvJ5RBvHxREvWgMO-PngOKnQqK7oe6bUqANRO6kYeP5Jwn3Dm2EAxcEY59W_opOnK4XFj5fpgHqvMhpXFKKBH_7Y0oAUk1wRdW6qHI2HjAPv9bM/s1600/01.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgnaq1KNWruiGV3_gc0vK7thhLJ08AyIvJ5RBvHxREvWgMO-PngOKnQqK7oe6bUqANRO6kYeP5Jwn3Dm2EAxcEY59W_opOnK4XFj5fpgHqvMhpXFKKBH_7Y0oAUk1wRdW6qHI2HjAPv9bM/s1600/01.png" /></a><br />
<br />
There are two components in FDMEE, Workflow and Setup.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjquVw4V_dmpIPjIh-xsbWmsxY8vt3rPcQruShOYe9kzcB9kbYQO62JG79lgQpGHPEoXXXdf_p0OVtOhYVRm0jyf3zv6mXO8_RgYsdwkbQeYq9Ltoc4XxzEWqh1r_3a0piwbFan1VAecNg/s1600/02.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjquVw4V_dmpIPjIh-xsbWmsxY8vt3rPcQruShOYe9kzcB9kbYQO62JG79lgQpGHPEoXXXdf_p0OVtOhYVRm0jyf3zv6mXO8_RgYsdwkbQeYq9Ltoc4XxzEWqh1r_3a0piwbFan1VAecNg/s1600/02.png" /></a><br />
<br />
In the Setup Tab, click "System Settings" in Configure > Input Value for "Application Root Folder" > Click "Save" > Click "Create Application Folders"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiOXR9A8b2gOrIaiBZ5qpvDMiFAUJX8uKlCXGfaIVJtj1JhiZTan3cRiFjtq8ZB_XY0J8lWlFPV3-wI2jqA_-xsfvMVvIzZUHYwYY8E_vbovAfReUXsndIDPydkh1xgGsWh-RVPP6GNBFw/s1600/03.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiOXR9A8b2gOrIaiBZ5qpvDMiFAUJX8uKlCXGfaIVJtj1JhiZTan3cRiFjtq8ZB_XY0J8lWlFPV3-wI2jqA_-xsfvMVvIzZUHYwYY8E_vbovAfReUXsndIDPydkh1xgGsWh-RVPP6GNBFw/s1600/03.png" height="302" width="640" /></a><br />
<br />
Click "Application Settings" > Input Value for "Application Root Folder" > Click "Save" > Click "Create Application Folders"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYXRhIXhb7EyfJbUARSuU4R-N_rKfCtaEzKHEjMnvZPR3LTBc1SZz3kXEjR3QPE-WjozRjNW9uuKvpUXYgP8vH58QHqtnV-6wLbn_r7DG6puj1-DTzT8jxBLb9iTA13dvZ8am4YD5UBSQ/s1600/04.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYXRhIXhb7EyfJbUARSuU4R-N_rKfCtaEzKHEjMnvZPR3LTBc1SZz3kXEjR3QPE-WjozRjNW9uuKvpUXYgP8vH58QHqtnV-6wLbn_r7DG6puj1-DTzT8jxBLb9iTA13dvZ8am4YD5UBSQ/s1600/04.png" height="302" width="640" /></a><br />
<br />
You can find the FDMEE related file folders are created in the specified path in the server.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjEQwjenbNE0cs_R6BWA7sWUlApDJ8HoORjy77u_hjiKBtCNqBlPhOsCN_Qpf7D_EtEcOg16c6iNsixiG_vtRQqUUPAms8yNSBbmt2l6H_sZe7nH9O8-8n9mXfHJtNB_YaUQJksA_CeMmw/s1600/05.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjEQwjenbNE0cs_R6BWA7sWUlApDJ8HoORjy77u_hjiKBtCNqBlPhOsCN_Qpf7D_EtEcOg16c6iNsixiG_vtRQqUUPAms8yNSBbmt2l6H_sZe7nH9O8-8n9mXfHJtNB_YaUQJksA_CeMmw/s1600/05.png" /></a><br />
<br />
In the "Target Application" of Register, you can find the Dimension Details here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjLsHSIb21ky_Q1bSSiF8GI-jUK4n8wLVdaQKfasE3MlJuouPz4IgeIbFGuA2RFrRvaWW_h0jmZIiqOsdV52N0u61qJ_fVyse5OVHJIhqfKkiVjVUwmH34UcFjyiErMtNP2ly5iQAFqbk/s1600/06.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjLsHSIb21ky_Q1bSSiF8GI-jUK4n8wLVdaQKfasE3MlJuouPz4IgeIbFGuA2RFrRvaWW_h0jmZIiqOsdV52N0u61qJ_fVyse5OVHJIhqfKkiVjVUwmH34UcFjyiErMtNP2ly5iQAFqbk/s1600/06.png" height="300" width="640" /></a><br />
<br />
In the "Import Format" of Integration Setup, you can find the predefined Import Format settings. The Source System is File, file delimiter is Colon.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjcwe3AlZP1E22NP6a7WnPfBLt8Nx-YhNjAqRIJ_L1KoAXd1oW8631upVkD-7POcQyskIwrDOzeCXRnZ7gzf7JP9kk_pNYEoDI-jcqv2KlrHK1zhs1-YtN9VKRg5so_ptbTeYzwdblKDL4/s1600/07.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjcwe3AlZP1E22NP6a7WnPfBLt8Nx-YhNjAqRIJ_L1KoAXd1oW8631upVkD-7POcQyskIwrDOzeCXRnZ7gzf7JP9kk_pNYEoDI-jcqv2KlrHK1zhs1-YtN9VKRg5so_ptbTeYzwdblKDL4/s1600/07.png" height="300" width="640" /></a><br />
<br />
In the "Location" setting, you can find the Location Details.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEgJlfPM5WrosjtFOGjencQ31qnDv2Hejwnirt4ClkH8pITI_GfOx6IEB-dWJF8cfbQZMfp-ITiPge8N9ZdTlz8J7KenUCi266rKuxaVikfrNG4eTv_pX2po9Su1jBI4P7josOj6tM5mo/s1600/08.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEgJlfPM5WrosjtFOGjencQ31qnDv2Hejwnirt4ClkH8pITI_GfOx6IEB-dWJF8cfbQZMfp-ITiPge8N9ZdTlz8J7KenUCi266rKuxaVikfrNG4eTv_pX2po9Su1jBI4P7josOj6tM5mo/s1600/08.png" height="300" width="640" /></a><br />
<br />
Period Mapping is as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifjtt-LFzdxi2UCpXzyUg8fv_DgffwVNugZgc4mY1-i9UMoD-Yf6kK4gaNO0-6hydZlNR_lrAHQ6oUoIO9sNZE86sTZhhKapBV5ufnNY3z-YEaQ3mMMviFODF_dmmHrS4UGMP7-pWQP8I/s1600/09.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifjtt-LFzdxi2UCpXzyUg8fv_DgffwVNugZgc4mY1-i9UMoD-Yf6kK4gaNO0-6hydZlNR_lrAHQ6oUoIO9sNZE86sTZhhKapBV5ufnNY3z-YEaQ3mMMviFODF_dmmHrS4UGMP7-pWQP8I/s1600/09.png" height="300" width="640" /></a><br />
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Category Mapping as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYetXQ_NXF7M9o-9AwqsyfUjikTbSfYocJag1vsbBIm3ep5kQLgPAoVFKeX-0wtm92SxBzeAISimsbfMAY89eWGRdhs0xc0H27jIGlXu2oBEr9LgL4U7kIW8SQFAIfAooFcShZNEo7fhs/s1600/10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYetXQ_NXF7M9o-9AwqsyfUjikTbSfYocJag1vsbBIm3ep5kQLgPAoVFKeX-0wtm92SxBzeAISimsbfMAY89eWGRdhs0xc0H27jIGlXu2oBEr9LgL4U7kIW8SQFAIfAooFcShZNEo7fhs/s1600/10.png" height="300" width="640" /></a><br />
<br />
Now go back to the Workflow Tab, click "Data Load Mapping" in Data Load and you can find all the dimensions mappings here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgIcoMic6f4m_a4RMEi1AR3iQQ6xHLrjHsE7xNgjGYjpV1-cNJOyO-5WdDLSYsVUynapRI4s6DOyJdUNnNDpqs9gc9GzL8rzgLWs9TJhGT3kAMNhrgjnRNuaTQkveT5TE5kCsv1t7twXEQ/s1600/11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgIcoMic6f4m_a4RMEi1AR3iQQ6xHLrjHsE7xNgjGYjpV1-cNJOyO-5WdDLSYsVUynapRI4s6DOyJdUNnNDpqs9gc9GzL8rzgLWs9TJhGT3kAMNhrgjnRNuaTQkveT5TE5kCsv1t7twXEQ/s1600/11.png" height="300" width="640" /></a><br />
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And then we will start to load the data, click "Data Load Rule" > Click "Select" to select the source file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKhIGu-nE6vRPR_SrkpCCMC8axeTPaejpeTptch9NM7qCz0P3MEgoX_j-DCKt5aftkSjx2qaTVA0LVueo29Aw18DTJIBupw5V5VWa9Pe2CUjoB97EVjHvd_OQSOgXJJMIo30Ni4hNB3y4/s1600/12.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKhIGu-nE6vRPR_SrkpCCMC8axeTPaejpeTptch9NM7qCz0P3MEgoX_j-DCKt5aftkSjx2qaTVA0LVueo29Aw18DTJIBupw5V5VWa9Pe2CUjoB97EVjHvd_OQSOgXJJMIo30Ni4hNB3y4/s1600/12.png" height="130" width="640" /></a><br />
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You can find there is no data file in the Inbox folder, click "Upload" to upload your local data file.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijW-5ihlTURuhGjgbIy3Zlp3jQNFgfaV-w3hWbT1LH4wBAJehHbefcdwFRE-FEmW51ENJ17ehsWBtf__-t2vqjLrQ637p_Bl_43vx2M2YaHtReQ8JSnENK8DjlLokbE5zXlysYseuBh-c/s1600/13.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijW-5ihlTURuhGjgbIy3Zlp3jQNFgfaV-w3hWbT1LH4wBAJehHbefcdwFRE-FEmW51ENJ17ehsWBtf__-t2vqjLrQ637p_Bl_43vx2M2YaHtReQ8JSnENK8DjlLokbE5zXlysYseuBh-c/s1600/13.png" /></a><br />
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Based on the mapping settings, I prepared a simple data file for demo purpose.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXfuhywzzyc1EOYYNZRMmIULXW8EpqwrXlsFsqU_PIpQcISK_E432djC0MEKbAnmXM9fN5ruw4GVN1ny4gPLbTSdc6mRz134EVR7mM1ULKMwG1EKhjPb9HaI5vRrVJwHaJpQkDf11pKNQ/s1600/14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXfuhywzzyc1EOYYNZRMmIULXW8EpqwrXlsFsqU_PIpQcISK_E432djC0MEKbAnmXM9fN5ruw4GVN1ny4gPLbTSdc6mRz134EVR7mM1ULKMwG1EKhjPb9HaI5vRrVJwHaJpQkDf11pKNQ/s1600/14.png" /></a><br />
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Select the file to upload, click OK<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhSbkliLKgoV4T5sPUt4IoVf0NoUotyGv0AM37-m1WqjyUFm-ZMyqpz7hATgzz81I55JFgwuEjA3R33E-qlPmZ1Pm3juk3HuWYhfs4mOowfpXAKRsxXO5jlxNxO7E1VLknaEkOD_c0oqEw/s1600/15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhSbkliLKgoV4T5sPUt4IoVf0NoUotyGv0AM37-m1WqjyUFm-ZMyqpz7hATgzz81I55JFgwuEjA3R33E-qlPmZ1Pm3juk3HuWYhfs4mOowfpXAKRsxXO5jlxNxO7E1VLknaEkOD_c0oqEw/s1600/15.png" /></a><br />
<br />
You can find the file was uploaded to the Inbox Folder, click OK to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIcYHtqW3dG_hH_6qqkg-dL68va6W7pBpOpDyaL9XjAaBPB8E1c6QYOYhTao3vwrdnE_UuMuy-lbwpJk6T_kTLki3TnB_tD3lJSxsKk9zhUbKxppfsdtEdALoRQPC5AXc1nJBzXIIry60/s1600/16.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIcYHtqW3dG_hH_6qqkg-dL68va6W7pBpOpDyaL9XjAaBPB8E1c6QYOYhTao3vwrdnE_UuMuy-lbwpJk6T_kTLki3TnB_tD3lJSxsKk9zhUbKxppfsdtEdALoRQPC5AXc1nJBzXIIry60/s1600/16.png" /></a><br />
<br />
Click Save to save the setting > Click Execute to launch the data loading<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnS4gpbTiD2KFrz1U8zP4rsmDR4nSBiXDATARkFptP6mHq8WFr_5kiJ5lW5v0lqu663Nn4lcPfF8l-3faAgDErXvSRLF_itdrgYxDVlgm7JdkLguV8CRR9qh1gTlCpqX026E8Xa-y1sLI/s1600/17.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnS4gpbTiD2KFrz1U8zP4rsmDR4nSBiXDATARkFptP6mHq8WFr_5kiJ5lW5v0lqu663Nn4lcPfF8l-3faAgDErXvSRLF_itdrgYxDVlgm7JdkLguV8CRR9qh1gTlCpqX026E8Xa-y1sLI/s1600/17.png" height="147" width="640" /></a><br />
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Check "Import from Source" and "Export to Target", and then click "Run"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUoLzU-KGJ9xXjkwX_13QpGIysyDHV8PAhYnXG5mIRP68Qr9o22pOTX6OaJzXo3EXxZPidBzQWrJBV97R_ng9UFH3Dh_SFsL4Fr9RiZrurip9ObgNIsw5tOBX0_LkqIKwICFLp0JzpgJQ/s1600/18.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUoLzU-KGJ9xXjkwX_13QpGIysyDHV8PAhYnXG5mIRP68Qr9o22pOTX6OaJzXo3EXxZPidBzQWrJBV97R_ng9UFH3Dh_SFsL4Fr9RiZrurip9ObgNIsw5tOBX0_LkqIKwICFLp0JzpgJQ/s1600/18.png" /></a><br />
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An information come out, click OK.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQtLRPIRLF5LsejQCUAajlVkiWBs-01D5tcC8ps2kOnPM8DwMG3RYWiIj_42vAJvhwVubwd8NHwvjVLpS8iG9R49sG63UfETMhhk58dWD4yQJrh4Stp7jMMEZza7oHKsTDCRJjcgBYi_o/s1600/19.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQtLRPIRLF5LsejQCUAajlVkiWBs-01D5tcC8ps2kOnPM8DwMG3RYWiIj_42vAJvhwVubwd8NHwvjVLpS8iG9R49sG63UfETMhhk58dWD4yQJrh4Stp7jMMEZza7oHKsTDCRJjcgBYi_o/s1600/19.png" /></a><br />
<br />
Click "Process Details" in Monitor, you can find the status for Process ID 113.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFeVTs7foZ93IwbnOmda1ahfQCxRpM16piU0xiM0BQ79nkHk0iUsWaL-j-XolpAUjfzXgOlNAFDynRCMC5iamgqPmlP2jnx43RaRxlZKwmVGnH0kISft8QofkQ0vhYon38arYrGN0bt3s/s1600/20.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFeVTs7foZ93IwbnOmda1ahfQCxRpM16piU0xiM0BQ79nkHk0iUsWaL-j-XolpAUjfzXgOlNAFDynRCMC5iamgqPmlP2jnx43RaRxlZKwmVGnH0kISft8QofkQ0vhYon38arYrGN0bt3s/s1600/20.png" height="306" width="640" /></a><br />
<br />
Then we can go to Planning Application "Vision" to check the Data Load details. You can find the data was loaded to the Planning Application successfully. And there is a small icon in each of the data load cells, which is an indicator showing the data is loaded from FDMEE and it can be drilled back.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmmU67XKMqxvUd0H0gWMT-buWWfc9-h0gi7mkrh837yYw9VtzG485B3pjxObgVJcwMAUHRUzx9gAD_vHBZ5Mrnon5N7tLdqHpDa958-0OkJ-WFGKI6pOTkMtVvqtJjTKok9PHbLtK2EJM/s1600/22.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmmU67XKMqxvUd0H0gWMT-buWWfc9-h0gi7mkrh837yYw9VtzG485B3pjxObgVJcwMAUHRUzx9gAD_vHBZ5Mrnon5N7tLdqHpDa958-0OkJ-WFGKI6pOTkMtVvqtJjTKok9PHbLtK2EJM/s1600/22.png" /></a><br />
<br />
Right click of the data cell > Click "Drill Through"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKgDsYw-tw9BkMbL-t0qSnUe5edKsKAq8wOtP02FMwiszvpfAmjxxop5qS8frNAXQAYjFjtZmm8TTzR1kzCcc-laEAmL_BXVHD02fmIFp66PecUeBOWwVag6iPaRqJgLHCkqRh1o3qbSU/s1600/23.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKgDsYw-tw9BkMbL-t0qSnUe5edKsKAq8wOtP02FMwiszvpfAmjxxop5qS8frNAXQAYjFjtZmm8TTzR1kzCcc-laEAmL_BXVHD02fmIFp66PecUeBOWwVag6iPaRqJgLHCkqRh1o3qbSU/s1600/23.png" /></a><br />
<br />
Click the link "Drill Through to source"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCtQx2XF7cG8x4uvhTrX-cadrio-obZNGA2YysnVG5_tFJCfvmwgsg_QbSTbmQj5ze5MYPZX-YdGXQoQglIzlV_-zckX9m80bZbh3oT2bhNpVP42nBW4pBOo3OmxJ1Xzqz0VRcL57W1a8/s1600/24.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCtQx2XF7cG8x4uvhTrX-cadrio-obZNGA2YysnVG5_tFJCfvmwgsg_QbSTbmQj5ze5MYPZX-YdGXQoQglIzlV_-zckX9m80bZbh3oT2bhNpVP42nBW4pBOo3OmxJ1Xzqz0VRcL57W1a8/s1600/24.png" /></a><br />
<br />
Then there is a new tab called "Drill Through" opened, showing the drill through details. Click on the Source Amount, you can<br />
<ul>
<li><b>Drill Through to Source</b>: If your source system is ERP, you can drill through to your source ERP system</li>
<li><b>Open Source Document</b>: If your source system is a file, you can open the source file</li>
<li><b>View Mappings</b>: view the mappings</li>
</ul>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtYfnxOG2uiy1c1Eks1G31Ehy2v2ABPgeGyclXj3ed5yfpekW2HKlaK1IxcBUbBsY-M9CdbKl07Y0hPJVA07ANH9PSAOaFj4hAu8FXaZNW3Fuq_dUMKNftGgQWGOY0jCZvVkzy7LSD3-Q/s1600/25.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtYfnxOG2uiy1c1Eks1G31Ehy2v2ABPgeGyclXj3ed5yfpekW2HKlaK1IxcBUbBsY-M9CdbKl07Y0hPJVA07ANH9PSAOaFj4hAu8FXaZNW3Fuq_dUMKNftGgQWGOY0jCZvVkzy7LSD3-Q/s1600/25.png" height="220" width="640" /></a><br />
<br />
Click "View Mappings", you can find the dimension mappings.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixwSqdFl3D-7aBfcxhOulyFKi5Ae70JKNfDRG_DbJI9EsGjQJHVnyIdEnvym4wCLZoCdK-enKIw27qwYUzZXjx13wmuvTsywYE45RHgczjGEZVcgwMhtSFMar0bCzdvuqMBJOJ0vurgkA/s1600/27.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixwSqdFl3D-7aBfcxhOulyFKi5Ae70JKNfDRG_DbJI9EsGjQJHVnyIdEnvym4wCLZoCdK-enKIw27qwYUzZXjx13wmuvTsywYE45RHgczjGEZVcgwMhtSFMar0bCzdvuqMBJOJ0vurgkA/s1600/27.png" height="121" width="640" /></a><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixwSqdFl3D-7aBfcxhOulyFKi5Ae70JKNfDRG_DbJI9EsGjQJHVnyIdEnvym4wCLZoCdK-enKIw27qwYUzZXjx13wmuvTsywYE45RHgczjGEZVcgwMhtSFMar0bCzdvuqMBJOJ0vurgkA/s1600/27.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><br /></a></div>
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com2tag:blogger.com,1999:blog-2900039444897015685.post-67708191724335911212014-04-28T00:50:00.001-07:002014-04-28T00:54:34.236-07:00Planning 11.1.2.3 (6) - Mobile UtilizationFrom version 11.1.2.3 (With PSU 11.1.2.3.500 patched), users can use mobile device in the following areas.<br />
<br />
EPM Mobile App:<br />
<ul>
<li>iOS7, phone and tablet</li>
<li>Android 4.1, 4.2, 4.3 phone and tablet</li>
</ul>
<div>
Hyperion Planning:</div>
<div>
<ul>
<li>iOS7, tablet only, Safari and Chrome browsers</li>
<li>Android 4.1, 4.2, 4.3, tablet only, Chrome browser</li>
<li>Windows 8 Standard, Pro and Enterprise Editions, tablet, Chrome and Internet Explorer 10 browsers</li>
</ul>
<div>
Financial Reporting:</div>
</div>
<div>
<ul>
<li>iOS7, phone and tablet, Safari browser</li>
<li>Android 4.1, 4.2, 4.3, phone and tablet, Firefox 26+ browser</li>
</ul>
</div>
<br />
Users can view, launch, and interact with Oracle Hyperion Financial Reporting reports from mobile devices. To access Financial Reporting from a mobile device, you just need to open a new browser page and enter the following URLs:<br />
<br />
http://server:19000/hr/mobile/HRMobileLogon.jsp<br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEq-X1qWLqmCbSwUYSHojlnh7Y2wE_4-HZEFB52JLmHEQP6pbgRm3Xv9_KwHdzZUKnUU205LoBHHAWLO9s1Wo6JhZpIXuZsT5r4QbVRl7IkcaLI_lTMir8qLyoFTOJo50a3l8HtjhqNhA/s1600/08-01.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEq-X1qWLqmCbSwUYSHojlnh7Y2wE_4-HZEFB52JLmHEQP6pbgRm3Xv9_KwHdzZUKnUU205LoBHHAWLO9s1Wo6JhZpIXuZsT5r4QbVRl7IkcaLI_lTMir8qLyoFTOJo50a3l8HtjhqNhA/s1600/08-01.PNG" height="355" width="640" /></a><br />
<br />
Enter User ID and Password then Logon, you can find the report folders as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDms30CTxxWlXhaqL1J1PG5NrGK7yW_Az8JrC1le6QONaX0q1WfBESKJIYdrPfALsMTV9DHAvcYrtfkWLvIJlLxd5fG8i5-N7hig-fRxJy6Ump5YdvQqrgCpspx-kG8fLNL-mc-UX-j4o/s1600/08-02.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDms30CTxxWlXhaqL1J1PG5NrGK7yW_Az8JrC1le6QONaX0q1WfBESKJIYdrPfALsMTV9DHAvcYrtfkWLvIJlLxd5fG8i5-N7hig-fRxJy6Ump5YdvQqrgCpspx-kG8fLNL-mc-UX-j4o/s1600/08-02.PNG" height="247" width="640" /></a><br />
<br />
Click on the report folder and select the report, you can launch the financial reports or books.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiLiWncl3VoJ0N8pXUkJOwOsd3kiJkIxRJA7WZhVPxZQg2wB5aGkW2Kn_1tCYl4u57BLq605F7BOdsD6G2mTLKlF9w16i9kE9N8V19BmfDYQ-kXJvRNyBrcNRqpFetTL2bn3PFpgznPQWM/s1600/08-03.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiLiWncl3VoJ0N8pXUkJOwOsd3kiJkIxRJA7WZhVPxZQg2wB5aGkW2Kn_1tCYl4u57BLq605F7BOdsD6G2mTLKlF9w16i9kE9N8V19BmfDYQ-kXJvRNyBrcNRqpFetTL2bn3PFpgznPQWM/s1600/08-03.PNG" height="480" width="640" /></a><br />
<br />
To access Hyperion Planning in the Tablet, you need to add Tablet Access to the Forms, Task Lists and Business Rules first.<br />
<br />
Login to Workspace and open Planning application > Administration > Manage > Tablet Access.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiOjWkB_Ztu55z8n6XQrLhTQnw0SkQYfy9ZneVJQwUBr4z1QrqZg92_F-FzV4_SUURYvzgPl9eTuJb2fTCfH-ffbvYshFKQ-SOQ-L4lFz9uW6GdmXucWEcD9OKDl569qxhJIV084taJEvI/s1600/09-01.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiOjWkB_Ztu55z8n6XQrLhTQnw0SkQYfy9ZneVJQwUBr4z1QrqZg92_F-FzV4_SUURYvzgPl9eTuJb2fTCfH-ffbvYshFKQ-SOQ-L4lFz9uW6GdmXucWEcD9OKDl569qxhJIV084taJEvI/s1600/09-01.png" height="294" width="640" /></a><br />
<br />
Click "Add/Remove Forms" button.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZy6eX4BIEbW8Uk0LWh_WvILitC5FHjQpuko1jhbLBG8h331MMoxKj5oVYcxNsECW66P7WMCE4Miu9LSt39ey0vylVXsk8-HcXEvZeRf3EHcNUjEGtkCi3J4YsiSq19WAdfinoZ82zdHg/s1600/09-02.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZy6eX4BIEbW8Uk0LWh_WvILitC5FHjQpuko1jhbLBG8h331MMoxKj5oVYcxNsECW66P7WMCE4Miu9LSt39ey0vylVXsk8-HcXEvZeRf3EHcNUjEGtkCi3J4YsiSq19WAdfinoZ82zdHg/s1600/09-02.png" /></a><br />
<br />
Select the forms that need to grant access.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEir6jZQePYoYFV_cBivoJVBR4FeeVZ_yThVFT8ES-_eupoxXOSY_Flf4KCDXBSLQT7jjVJ0ZF2OtVrS3NldGQN9e0AICDwZvUBw8HkVWN7v6IQFl2D_MeGPeNphgV-2ni487qvXynJWvRs/s1600/09-03.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEir6jZQePYoYFV_cBivoJVBR4FeeVZ_yThVFT8ES-_eupoxXOSY_Flf4KCDXBSLQT7jjVJ0ZF2OtVrS3NldGQN9e0AICDwZvUBw8HkVWN7v6IQFl2D_MeGPeNphgV-2ni487qvXynJWvRs/s1600/09-03.png" height="301" width="400" /></a><br />
<br />
You can find the form access added here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgw2gxDiO_04KOzyc9Z0JWAoZhrh4Pyy30GQYog0-li-ktsnyNSDG4OTxTEQYLnPBGMQDd-l-g4LTU_oizinKik_XlMnC6hEm_CVU-yt66aQh6qGP5K_f8V6PsguwZ3KcEY8ocwDo8PFxo/s1600/09-04.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgw2gxDiO_04KOzyc9Z0JWAoZhrh4Pyy30GQYog0-li-ktsnyNSDG4OTxTEQYLnPBGMQDd-l-g4LTU_oizinKik_XlMnC6hEm_CVU-yt66aQh6qGP5K_f8V6PsguwZ3KcEY8ocwDo8PFxo/s1600/09-04.png" height="400" width="320" /></a><br />
<br />
Same steps to add access to Tasks and Rules<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPZuhAZKHZzzxdK2C2eVwhOImJ_9zIE6Bp20xSLcvLg8lQlc1Op-q4pRZl1yxjw2kE5w48FvAyv-R50SadTXSBlb9mJsrdgTYk-2cRJ4n934uuWtRTw1A4X91kmtQN1FWGe-uKzgIrCVk/s1600/09-05.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPZuhAZKHZzzxdK2C2eVwhOImJ_9zIE6Bp20xSLcvLg8lQlc1Op-q4pRZl1yxjw2kE5w48FvAyv-R50SadTXSBlb9mJsrdgTYk-2cRJ4n934uuWtRTw1A4X91kmtQN1FWGe-uKzgIrCVk/s1600/09-05.png" height="153" width="320" /></a><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTEXIeqaSo7lmITBQHWTomHceCgRRld0XQZ6imLV2EU6jfkZMF8xLdWOwhGfVYjGEjNKv3wejy9L-rQ2PXplU08d-ciwDN-Ph_pGgBtT2wkIVhKbeRdx3WqH13fgoeR86fH5KYTM8jvaU/s1600/09-06.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTEXIeqaSo7lmITBQHWTomHceCgRRld0XQZ6imLV2EU6jfkZMF8xLdWOwhGfVYjGEjNKv3wejy9L-rQ2PXplU08d-ciwDN-Ph_pGgBtT2wkIVhKbeRdx3WqH13fgoeR86fH5KYTM8jvaU/s1600/09-06.png" /></a><br />
<br />
To access Hyperion Planning from a Tablet, you just need to open a new browser page and enter the following URLs:<br />
<br />
http://server:19000/HyperionPlanning<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7Px1L5ATFAES7b_x5PRmGeQGS8VJo5ZaqueYUKpSbw2xLoUt9qS0p6jkQXhRSQCxWoWmyvLTRZQHV8NgwrNlTBXA4GSnPoEaaO3j0U_rSnHkS_hyphenhyphenQrTzHT4NBvH_r2OeEIgdhpTp1QIg/s1600/09-07.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7Px1L5ATFAES7b_x5PRmGeQGS8VJo5ZaqueYUKpSbw2xLoUt9qS0p6jkQXhRSQCxWoWmyvLTRZQHV8NgwrNlTBXA4GSnPoEaaO3j0U_rSnHkS_hyphenhyphenQrTzHT4NBvH_r2OeEIgdhpTp1QIg/s1600/09-07.PNG" height="310" width="640" /></a><br />
<br />
Input User Name and Password, select the Application and Language then Click Sign In.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj20OF810Cc9mKwI4vC_YX1TbDwBRs_Xz_bpCWPw77PSRUGVW_aZFWXjHdRXGK6CJ9i1iLnFfBHlb4FxLcGqto1PLpqz4CW-MOYPB3cYLD-Lo1YnlSz7VRn1qEwd9J7-yptEup9TTGg1p0/s1600/09-08.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj20OF810Cc9mKwI4vC_YX1TbDwBRs_Xz_bpCWPw77PSRUGVW_aZFWXjHdRXGK6CJ9i1iLnFfBHlb4FxLcGqto1PLpqz4CW-MOYPB3cYLD-Lo1YnlSz7VRn1qEwd9J7-yptEup9TTGg1p0/s1600/09-08.PNG" height="480" width="640" /></a><br />
<br />
Click Task Lists, you can find the task lists with access<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj9-feKIiyBfEQ1BYPPSfvrlknljEzwTO_TmVMEXuQe66dm9oZbg1HEQj3uCdIWpdmbmS0mIjDjHLkz8Lrwzu7XJ0M_wOEN4Q_pci9_ZyEXNNfhkbx43ypsgF_Yu55WSMyKqdZ8vpw2c0I/s1600/09-09.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj9-feKIiyBfEQ1BYPPSfvrlknljEzwTO_TmVMEXuQe66dm9oZbg1HEQj3uCdIWpdmbmS0mIjDjHLkz8Lrwzu7XJ0M_wOEN4Q_pci9_ZyEXNNfhkbx43ypsgF_Yu55WSMyKqdZ8vpw2c0I/s1600/09-09.PNG" height="480" width="640" /></a><br />
<br />
You can open a form from the task list.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtobBT8yr230OgDq9tqePboLidahM5Sn17elmC6zs208EJncfjdL6uyPSLSJyM7atTFqI7koDFkr2osuRITNC-ZVXwdvbMxoZ_AT-SxgOrKKWSu0CGnaO1GLrqbHQi5ujXMNoVvPYpx98/s1600/09-10.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtobBT8yr230OgDq9tqePboLidahM5Sn17elmC6zs208EJncfjdL6uyPSLSJyM7atTFqI7koDFkr2osuRITNC-ZVXwdvbMxoZ_AT-SxgOrKKWSu0CGnaO1GLrqbHQi5ujXMNoVvPYpx98/s1600/09-10.PNG" height="480" width="640" /></a><br />
<br />
Click the Forms, and then you can select the forms folder.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmZexP8_uouRbg49HmsSdlTsVRp7EHGEZTVanKCxd7sa0SeMI5mGPnFRXSuRKIOHr8LG4_fKeevX5Z8F7Gnz0JXca_F4j_BWdyYyuVY-YYiZutx1i8C-y78XUyfAg8RbAuy7-dQaEPZnc/s1600/09-11.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmZexP8_uouRbg49HmsSdlTsVRp7EHGEZTVanKCxd7sa0SeMI5mGPnFRXSuRKIOHr8LG4_fKeevX5Z8F7Gnz0JXca_F4j_BWdyYyuVY-YYiZutx1i8C-y78XUyfAg8RbAuy7-dQaEPZnc/s1600/09-11.PNG" height="238" width="640" /></a><br />
<br />
Select the form to open.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCov5JgxjU9gYRYkiuWReMFkxNUKcbpxv0sk1Qcsnyzu64IAV06kVbaCymASUkm4Fb9pY0RsZtNQXIebKtLzyqfV81tGg66kGDZ4hgtJYsF3a45EBhQwFYh9q27iWoIrLrkwYrvJeJdmc/s1600/09-12.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCov5JgxjU9gYRYkiuWReMFkxNUKcbpxv0sk1Qcsnyzu64IAV06kVbaCymASUkm4Fb9pY0RsZtNQXIebKtLzyqfV81tGg66kGDZ4hgtJYsF3a45EBhQwFYh9q27iWoIrLrkwYrvJeJdmc/s1600/09-12.PNG" height="398" width="640" /></a><br />
<br />
Composite form shown as below.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLCqVbRDSXugdMrGKTnhaMCmFpTMjSCzw5RmN9Bckz6a4in05gIAWE057wBGnOxbwQ7EqgGde1ZZVNXzSla8eM6lBkd0IJfJF3vxs5iKgSngkCgNW0_i-ack8MtNz-Xpb75y_kon9sd9s/s1600/09-13.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLCqVbRDSXugdMrGKTnhaMCmFpTMjSCzw5RmN9Bckz6a4in05gIAWE057wBGnOxbwQ7EqgGde1ZZVNXzSla8eM6lBkd0IJfJF3vxs5iKgSngkCgNW0_i-ack8MtNz-Xpb75y_kon9sd9s/s1600/09-13.PNG" height="480" width="640" /></a><br />
<br />
Click Rules to select business rules to launch.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4tzdAQpg_H1J_AU9To3b-kwiL6JeZd9JyDMZkl753RKYLf13ivXNSN6FDl-lkoJT9O_psLoXdfnH_PyHS6qDp2h9yiAHPMz81y6NSbLFQziybsdhA7InqDTmW89dYOfjsH_pAbe7yZuY/s1600/09-14.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4tzdAQpg_H1J_AU9To3b-kwiL6JeZd9JyDMZkl753RKYLf13ivXNSN6FDl-lkoJT9O_psLoXdfnH_PyHS6qDp2h9yiAHPMz81y6NSbLFQziybsdhA7InqDTmW89dYOfjsH_pAbe7yZuY/s1600/09-14.PNG" height="338" width="640" /></a><br />
<br />
Click Approvals to view the approvals status.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5t_MXRsSagw2D6xzWmcfawBI2hEAm1RJfxIMoh56lH0v4VRCt5m9xfvcoYDWETApy7KWAkLDAbIMn_ZUkJWqn_IAmZXsHeRiDKnJ-Pw2NVmLwbez_uT-sCNT-hD5fViORsDo9MfDBG1E/s1600/09-15.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5t_MXRsSagw2D6xzWmcfawBI2hEAm1RJfxIMoh56lH0v4VRCt5m9xfvcoYDWETApy7KWAkLDAbIMn_ZUkJWqn_IAmZXsHeRiDKnJ-Pw2NVmLwbez_uT-sCNT-hD5fViORsDo9MfDBG1E/s1600/09-15.PNG" height="480" width="640" /></a><br />
<br />
Click Settings to set the user preference.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMOwv2b73A_A4kbsHMsOtmP2kqAsjozS_t4krhNehvTwkecKqM7mfbmTtCgzNi9w7waoisA5CYqQAPuEghE-gHKROoFiGLQKPiJKTjN2v3ygB6boGOosNB7Tjh4x2qLqnu1cP3xWfYgsg/s1600/09-16.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMOwv2b73A_A4kbsHMsOtmP2kqAsjozS_t4krhNehvTwkecKqM7mfbmTtCgzNi9w7waoisA5CYqQAPuEghE-gHKROoFiGLQKPiJKTjN2v3ygB6boGOosNB7Tjh4x2qLqnu1cP3xWfYgsg/s1600/09-16.PNG" height="480" width="640" /></a><br />
<br />
You can download the EPM Mobile App from Apple Store/Google Play.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDVJVfprCSm3gWvoK2vaxfp1iJqCZvfmOX7tjybB3oC4cj4LXlqZ4Q6O2hvLt9Rp_mJuWc9qg6k1DSx4T6RYs5Dc6TZQWjngLxjfcrYl5fCqqUg51HIVDTRjJ46LU3M12Snqn2bVb29zg/s1600/08-00.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDVJVfprCSm3gWvoK2vaxfp1iJqCZvfmOX7tjybB3oC4cj4LXlqZ4Q6O2hvLt9Rp_mJuWc9qg6k1DSx4T6RYs5Dc6TZQWjngLxjfcrYl5fCqqUg51HIVDTRjJ46LU3M12Snqn2bVb29zg/s1600/08-00.PNG" height="400" width="400" /></a><br />
<br />
For the first time to use, you need to configure connection first.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihQTEAMMQykgI9g2LduSOGu99FGjbCMhCQ2LVxGfpJYFTLh-1SN8VBFWL1GLpAg7gC2ByzM5Qjy1PB16ClnVgfYOBySEmcNZAjTY_811Rcx8tR5rlyfcSuIQX9x_dsESzkskax6Ojtv0Y/s1600/08-05.PNG" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihQTEAMMQykgI9g2LduSOGu99FGjbCMhCQ2LVxGfpJYFTLh-1SN8VBFWL1GLpAg7gC2ByzM5Qjy1PB16ClnVgfYOBySEmcNZAjTY_811Rcx8tR5rlyfcSuIQX9x_dsESzkskax6Ojtv0Y/s1600/08-05.PNG" height="261" width="400" /></a><br />
<br />
<br />
<br />
Input user name, password and the connection. Then Save.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjEm2tNKdBRvrqZ-cPUWitOSl1wOdMfxGOdf56qATflOJXWdEFiKS3ZPBBQtVyDenRP6N_Z1I4vYpdGznHWYHXNbtYqG0MHbwGTeu7iGmEREd5opV6wPPDBeAwmTCMEbsEs4YlUXwVN3Ik/s1600/08-06.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjEm2tNKdBRvrqZ-cPUWitOSl1wOdMfxGOdf56qATflOJXWdEFiKS3ZPBBQtVyDenRP6N_Z1I4vYpdGznHWYHXNbtYqG0MHbwGTeu7iGmEREd5opV6wPPDBeAwmTCMEbsEs4YlUXwVN3Ik/s1600/08-06.png" height="222" width="400" /></a><br />
<br />
Choose the Application and then click Next.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqAo71cs5EyrpD3bONETA2Ut15UemjrLA5SuwvQlbcaepeDzXQDdAoIq7GD9mC8vx3qryyVEAJlZqdA02OU1o4CaS29e0t5k9uqH5pJt9nCMoVgxm7-2od3NAw08BSotA0cA8zzK0Yk3M/s1600/08-07.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqAo71cs5EyrpD3bONETA2Ut15UemjrLA5SuwvQlbcaepeDzXQDdAoIq7GD9mC8vx3qryyVEAJlZqdA02OU1o4CaS29e0t5k9uqH5pJt9nCMoVgxm7-2od3NAw08BSotA0cA8zzK0Yk3M/s1600/08-07.png" height="223" width="400" /></a><br />
<br />
Select the Scenario and Version and then Click Done.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCoWHgEOE3J0iTB4P5Uw8EftIfD2wS_8i_DMCVv1SvWtCMXs5s6L3gewLHzer0woCF9Tb-AfWgjgVHSO0BTB_vhCi9E33uPdQCoXqBCZtcV2TOCXyqvlviLxTSKc3mRQriOd0iNjDNBqk/s1600/08-08.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCoWHgEOE3J0iTB4P5Uw8EftIfD2wS_8i_DMCVv1SvWtCMXs5s6L3gewLHzer0woCF9Tb-AfWgjgVHSO0BTB_vhCi9E33uPdQCoXqBCZtcV2TOCXyqvlviLxTSKc3mRQriOd0iNjDNBqk/s1600/08-08.png" height="232" width="400" /></a><br />
<br />
Select the Entity to Promote.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKF7bE3unSpTgwaUB7BELvmiSSSJ_Bb1CrE48bsn8dNXjcbdGqs5FtZRrX4Sh66CxCym46YBbFp4LOb2l58KwUvHYWLUZso5uh9ZXKAOFGU5nNW_6mep5K8j3STEhMvLcMzGzyCyN8-Cg/s1600/08-09.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKF7bE3unSpTgwaUB7BELvmiSSSJ_Bb1CrE48bsn8dNXjcbdGqs5FtZRrX4Sh66CxCym46YBbFp4LOb2l58KwUvHYWLUZso5uh9ZXKAOFGU5nNW_6mep5K8j3STEhMvLcMzGzyCyN8-Cg/s1600/08-09.png" height="248" width="400" /></a><br />
<br />
You can find the History here.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhdBS61wZC7ztltQ8bz7cwWAigUDRZjXrp2wwl5ecLxlrRscHBcziIbnF6-8kxU-kHcRs5x1l7VObdLKsa5tOa35g7FQBD_28a-6OcR-CjHKP88foZMT0uYJ9roYuKSxsA_8Ki_I36B3ik/s1600/08-10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhdBS61wZC7ztltQ8bz7cwWAigUDRZjXrp2wwl5ecLxlrRscHBcziIbnF6-8kxU-kHcRs5x1l7VObdLKsa5tOa35g7FQBD_28a-6OcR-CjHKP88foZMT0uYJ9roYuKSxsA_8Ki_I36B3ik/s1600/08-10.png" height="248" width="400" /></a><br />
<br />
Click Promotional Path and you can find the promotional path.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKS_feKS_5oaChYqv-IRqFc08BARgjrYG5130WZwoueNz8eZDqAzTMdns-se3z6-ErV23dKLPH7IsVw_3oGjnTWpTwFEj-WRsEYB5X4QjfMkxgTNyhl4jx7S-Ld0pkK1q6V_S3zzlaSJA/s1600/08-11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKS_feKS_5oaChYqv-IRqFc08BARgjrYG5130WZwoueNz8eZDqAzTMdns-se3z6-ErV23dKLPH7IsVw_3oGjnTWpTwFEj-WRsEYB5X4QjfMkxgTNyhl4jx7S-Ld0pkK1q6V_S3zzlaSJA/s1600/08-11.png" height="250" width="400" /></a><br />
<br />
Click the Gear Icon in the upper-right corner, and then you can select Promote.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTj7-VQcaJ6Tomh-DJ6bsyvKTB8SxWv464T1hti_ztE4nHfQ-FoFoVfcDsO1P9C0lgJRjUcKWgMe1VNvqEnDeFCuP54aWKvCtqnySjLuwY0fa3iy_2h-7d7rC1NtqlNCP4ov2O5fRCl90/s1600/08-12.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTj7-VQcaJ6Tomh-DJ6bsyvKTB8SxWv464T1hti_ztE4nHfQ-FoFoVfcDsO1P9C0lgJRjUcKWgMe1VNvqEnDeFCuP54aWKvCtqnySjLuwY0fa3iy_2h-7d7rC1NtqlNCP4ov2O5fRCl90/s1600/08-12.png" height="248" width="400" /></a><br />
<br />
Input the comments and then Submit.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQv8RO-41Ejjp3511MPNK4OrCCToJ8ElTAMD_fYfcb92957qlEwnU1ts0_eC1vVRqtiuNR_7zKs6aB2BWrHr7sxQqQAMzLGun4_BnJHM6P2zWT-zdw2GWAtnl7881Mrx_30IDGRwfXDDw/s1600/08-13.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQv8RO-41Ejjp3511MPNK4OrCCToJ8ElTAMD_fYfcb92957qlEwnU1ts0_eC1vVRqtiuNR_7zKs6aB2BWrHr7sxQqQAMzLGun4_BnJHM6P2zWT-zdw2GWAtnl7881Mrx_30IDGRwfXDDw/s1600/08-13.png" height="248" width="400" /></a><br />
<br />
Return to the PC/Laptop web client, you can find the planning unit was promoted successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqHagXNCGo5v7mufksSQzpa4J689W3EYJwYBwaf3A_8vDewdIkHnZm_eTDYyPSjaL6fZnS-resgvQHfaWnK-vjtPsgpojC0FGOL3kNUj3bjauoaNsrpB8tTLqbRaEM708nN1ci_Te1NHk/s1600/08-14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqHagXNCGo5v7mufksSQzpa4J689W3EYJwYBwaf3A_8vDewdIkHnZm_eTDYyPSjaL6fZnS-resgvQHfaWnK-vjtPsgpojC0FGOL3kNUj3bjauoaNsrpB8tTLqbRaEM708nN1ci_Te1NHk/s1600/08-14.png" height="289" width="640" /></a><br />
<br />
And you can find the comments input from the Mobile App.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWmpS_0N5xfbFL0L5x_AM1y16CksYe_BE8rQVL0Vv6zFyvngixiRjkb4r1iCmkf8UYduKTxjzjz4je8O4-wFfiIPHLpFDWUAlVZMs9-SlJubFhs_wItuqucaT3Tj07Nwv6GMgM-mMRkmo/s1600/08-15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWmpS_0N5xfbFL0L5x_AM1y16CksYe_BE8rQVL0Vv6zFyvngixiRjkb4r1iCmkf8UYduKTxjzjz4je8O4-wFfiIPHLpFDWUAlVZMs9-SlJubFhs_wItuqucaT3Tj07Nwv6GMgM-mMRkmo/s1600/08-15.png" height="96" width="640" /></a><br />
<br />
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com1tag:blogger.com,1999:blog-2900039444897015685.post-58815602882063072392014-03-31T02:54:00.003-07:002014-04-01T18:39:58.414-07:00HFM 11.1.2.3 (5) - Extract data to DatabaseIn the old version of HFM, this feature is called "Extended Analytics". And now, it was integrated to Extract Data Task. You need to define the Destination Database DSN (Data Source Name) before it can be used.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4H5mUa8k-CpVdjCHw3aFYFi8tiY46P485gC_yTxUH8Nwtb7wVT0Vq9RUyLxlzQMEpf57HkeQE1q5GT3HRLvoefkCaRgkX396fhslPRQYYkVV_GurRaFy07Wxh3GIb7Qnasyym86lD3kQ/s1600/08-16.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4H5mUa8k-CpVdjCHw3aFYFi8tiY46P485gC_yTxUH8Nwtb7wVT0Vq9RUyLxlzQMEpf57HkeQE1q5GT3HRLvoefkCaRgkX396fhslPRQYYkVV_GurRaFy07Wxh3GIb7Qnasyym86lD3kQ/s1600/08-16.png" height="323" width="640" /></a><br />
<br />
Create a new Text Document, and rename it with "udl" extension (e.g. DSN001.udl). And then open this file, click the Provider Tab, select Oracle Provider for OLE DB and then click Next<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjFKdKCljGRdSPAjSm3pA5SpssaLbDdmF6Rq_1H2P3-TNJByRjv7tRm8oR4oe3gO8X9rtsu6jNryq_VHlAbLvg1wbjjYfP7BAXFfg4Bb_AYk8A3ixsDEXaiHRMkYy2kNPcGI-OsAh-n-Ko/s1600/11-00-01.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjFKdKCljGRdSPAjSm3pA5SpssaLbDdmF6Rq_1H2P3-TNJByRjv7tRm8oR4oe3gO8X9rtsu6jNryq_VHlAbLvg1wbjjYfP7BAXFfg4Bb_AYk8A3ixsDEXaiHRMkYy2kNPcGI-OsAh-n-Ko/s1600/11-00-01.png" /></a><br />
<br />
In Connection Tab, input your Data Source Name and input User name and Password for the Destination Database. Check Allow saving password and then click Test Connection.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6dNFCPv1CNrrFJlSktxNe84Alujdd7ILCmo-OVnxJu2hqZ5xeagRDaGcGNmXg-tDKKxth4hKOFiIKjvaKRx15O5gi9RTrALkplXZEBBONFJdTVnfO9KNCgV7gioznQ013UIvfpmg_vr0/s1600/11-00-02.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6dNFCPv1CNrrFJlSktxNe84Alujdd7ILCmo-OVnxJu2hqZ5xeagRDaGcGNmXg-tDKKxth4hKOFiIKjvaKRx15O5gi9RTrALkplXZEBBONFJdTVnfO9KNCgV7gioznQ013UIvfpmg_vr0/s1600/11-00-02.png" /></a><br />
<br />
Displayed Test connection succeeded.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiS8aPb0YPyeV_iUxRAD12ERz8x2uC_5ahoas9E9R22D6zxIK5CBELFB45ux3WJTPbu4IBBX_CVzPii-g-lMT8TO7ft50oHpx8pk4lqmEMhfopyMfMiftZ06ls_m406_xeDHe2ibtmJ3Uw/s1600/11-00-03.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiS8aPb0YPyeV_iUxRAD12ERz8x2uC_5ahoas9E9R22D6zxIK5CBELFB45ux3WJTPbu4IBBX_CVzPii-g-lMT8TO7ft50oHpx8pk4lqmEMhfopyMfMiftZ06ls_m406_xeDHe2ibtmJ3Uw/s1600/11-00-03.png" /></a><br />
<br />
And the you can click OK to save the profile, click Yes to continue.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiu1wqLbIbfLSjEgVCQ5t9Nl59Tm7LYuD29esuHbHtgbOsQYGKBYzTGR_nKQdNvPwrCtJOGHdoFOVP7aYDBPXwIqJRy8RNIqELIN2ObRn025imJEm4aCLdgJXFxJZNDtEcq89SPD47XKpg/s1600/11-00-04.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiu1wqLbIbfLSjEgVCQ5t9Nl59Tm7LYuD29esuHbHtgbOsQYGKBYzTGR_nKQdNvPwrCtJOGHdoFOVP7aYDBPXwIqJRy8RNIqELIN2ObRn025imJEm4aCLdgJXFxJZNDtEcq89SPD47XKpg/s1600/11-00-04.png" /></a><br />
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In your HFM server, go to the folder D:\Oracle\Middleware\EPMSystem11R1\products\FinancialManagement\Server, and found the utility called HFMConfigure.exe.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkR0sEiR5noCd-rGJReMqQiu6kf_BYfjjl3F2gfMDrlSzxC9zkcKQKFeGR75Dh7SoNwhb_c3P85iBb3E2Vyrzpj29EsAjc4I1W05udihhVXFjysb-kFMBOJJOGk3C7Q3IhuRjDB6cOmeY/s1600/11-01.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkR0sEiR5noCd-rGJReMqQiu6kf_BYfjjl3F2gfMDrlSzxC9zkcKQKFeGR75Dh7SoNwhb_c3P85iBb3E2Vyrzpj29EsAjc4I1W05udihhVXFjysb-kFMBOJJOGk3C7Q3IhuRjDB6cOmeY/s1600/11-01.png" height="373" width="640" /></a><br />
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Double click to open the utility, and you can define Extended Analytics DSNs here. Click Add DSN.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWS983K1GIDHMPMwOLGv4msTsEZ8lLntpeR3rwowHtaEOdyAt_GWZ5uB3CLeYZimnQwlI2ta9xbtQTeAXiDgnRWqlb_E44aY3QEE5GtxpsQk0ukAlVPfyBuh6f2WpSIP0YsnmLxJLj_1c/s1600/11-02.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWS983K1GIDHMPMwOLGv4msTsEZ8lLntpeR3rwowHtaEOdyAt_GWZ5uB3CLeYZimnQwlI2ta9xbtQTeAXiDgnRWqlb_E44aY3QEE5GtxpsQk0ukAlVPfyBuh6f2WpSIP0YsnmLxJLj_1c/s1600/11-02.png" height="577" width="640" /></a><br />
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Input the DSN Name, and then click to select the DSN Path<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrNpZgrUtAdk2g4QMUNO4uihvjSFK8qwgDFJYjmMyO8ypAzeBheiFM38v72ICQCKHu3wc4Lh1KKEo29-KLrdjBT6V036WXhg7MPBQ0qt8n9TcADVP4yGDZQpSLimI0JlzHHdHYuffs_Es/s1600/11-03.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrNpZgrUtAdk2g4QMUNO4uihvjSFK8qwgDFJYjmMyO8ypAzeBheiFM38v72ICQCKHu3wc4Lh1KKEo29-KLrdjBT6V036WXhg7MPBQ0qt8n9TcADVP4yGDZQpSLimI0JlzHHdHYuffs_Es/s1600/11-03.png" /></a><br />
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Find the udl file saved before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhAfRUfxwfhwaZ307nR2usHFonZKH6wbH50e5Ge728f7RNJftHLntlFPk7NhIJ15nUT_J16QxIESsj831JXf4Ptvdu-EPbGT0hJnQ_AtHksP4RslYCDf-YMmLRAnJN7isAeFHUtM4fCSLc/s1600/11-04.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhAfRUfxwfhwaZ307nR2usHFonZKH6wbH50e5Ge728f7RNJftHLntlFPk7NhIJ15nUT_J16QxIESsj831JXf4Ptvdu-EPbGT0hJnQ_AtHksP4RslYCDf-YMmLRAnJN7isAeFHUtM4fCSLc/s1600/11-04.png" height="384" width="640" /></a><br />
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Then click to select Data Tablespace.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiw1DgfSk8Dhks3UZSuel8C0vOYm09NStQNkjulVzqsF-VQBCSztu7jiDnIaTahyoGmE8rIIKSb9jBovVY7F7NU2ZMCIjjeqx0XDbJTvudD_BBmu4WeO5cfcTycE7poQwUX_ufGk1F7ABI/s1600/11-05.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiw1DgfSk8Dhks3UZSuel8C0vOYm09NStQNkjulVzqsF-VQBCSztu7jiDnIaTahyoGmE8rIIKSb9jBovVY7F7NU2ZMCIjjeqx0XDbJTvudD_BBmu4WeO5cfcTycE7poQwUX_ufGk1F7ABI/s1600/11-05.png" /></a><br />
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Select your preferred Tablespace.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwwJSikCCV-fKx30NdJ6XpBI6IFmEw1xaW3OTwG5OOE-_DWN8JP9deoPzuzipUeloghZ7fnEV7y9GVEha1pcwG2X5Jd4p3fLUohuKYGXKfSsEe2X99XglyNGj1QlSdBux_lXrvDQwMKLs/s1600/11-06.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwwJSikCCV-fKx30NdJ6XpBI6IFmEw1xaW3OTwG5OOE-_DWN8JP9deoPzuzipUeloghZ7fnEV7y9GVEha1pcwG2X5Jd4p3fLUohuKYGXKfSsEe2X99XglyNGj1QlSdBux_lXrvDQwMKLs/s1600/11-06.png" /></a><br />
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Same step to select the Index Tablespace and then click OK to save.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwb2x8T-Ia3zjIaGejyo6SP0q_gelAj3kix6WcM79hnzx7WfMTmPN4kF-Y3iu2eRpgQgk0zZ-ymTqk3nJVT0w9XUBB9taPwDIW-2_YEhgp0fim6_ZTj1ErpE87Q8IhFC2-PnBaF6xw4d0/s1600/11-07.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwb2x8T-Ia3zjIaGejyo6SP0q_gelAj3kix6WcM79hnzx7WfMTmPN4kF-Y3iu2eRpgQgk0zZ-ymTqk3nJVT0w9XUBB9taPwDIW-2_YEhgp0fim6_ZTj1ErpE87Q8IhFC2-PnBaF6xw4d0/s1600/11-07.png" /></a><br />
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Then you can find your DSN created successfully.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKDVZEoXK9e-RszpivMK8xRkJvEcN4y61KBBgRpJyTCM8HL18yevqlwQXB22d63pihefwdI8UYtjxur4f3HwoRycl3PPmqg6LKY27V1pl8ll_B5JMBt5BpbIncj69L96qnv6rLJOOoa_Q/s1600/11-08.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKDVZEoXK9e-RszpivMK8xRkJvEcN4y61KBBgRpJyTCM8HL18yevqlwQXB22d63pihefwdI8UYtjxur4f3HwoRycl3PPmqg6LKY27V1pl8ll_B5JMBt5BpbIncj69L96qnv6rLJOOoa_Q/s1600/11-08.png" height="577" width="640" /></a><br />
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Now login to HFM and locate to Extract Data. Select Extract Type to Database and Extract Format to Standard. Now you can select the DSN you defined before.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhK0IzkvmxrEOEuqSOu2rj5DmgjGLt5lWe-jB17wOGkw9udugICxf0YEempDA3YPr0zeT7-4r8kGRNe6Atn_WpoxS7WRBPRwjxFGPoDdZXh-xoO0AmBLGD8WigAMOy6Wpa0ZJtTQfOE7OE/s1600/11-09.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhK0IzkvmxrEOEuqSOu2rj5DmgjGLt5lWe-jB17wOGkw9udugICxf0YEempDA3YPr0zeT7-4r8kGRNe6Atn_WpoxS7WRBPRwjxFGPoDdZXh-xoO0AmBLGD8WigAMOy6Wpa0ZJtTQfOE7OE/s1600/11-09.png" height="306" width="640" /></a><br />
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You can save the setting as a template which you can reuse it next time, click Save Template.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcxSEu0R4AcTrAq5V7vmw0orQw0g-kKSwJa_Gnz2TK99vCMHX7DTfAly4wGJ1rn1_io8Kgp6xyOu_GjxZq6o3Va_9POMxNN7oddaRZ72udnfxDC1TddPDsNzuL3HeF0HwdnyYS1Cvh60Y/s1600/11-10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcxSEu0R4AcTrAq5V7vmw0orQw0g-kKSwJa_Gnz2TK99vCMHX7DTfAly4wGJ1rn1_io8Kgp6xyOu_GjxZq6o3Va_9POMxNN7oddaRZ72udnfxDC1TddPDsNzuL3HeF0HwdnyYS1Cvh60Y/s1600/11-10.png" height="290" width="640" /></a><br />
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Input the Template Name and click OK.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgBVWuJBsYKzED0FzP5XnU3gIJK1VMDQUQGUTQjPUQkwcNCoXP-WpsbxOMU2FKyFsHb7-rOO6C1bxDn0Ts4TbzwmBVObmn6ffa7qEswH1VenhfTWkTWA_uGPklA29i17uZ5ap5GYLWOx50/s1600/11-11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgBVWuJBsYKzED0FzP5XnU3gIJK1VMDQUQGUTQjPUQkwcNCoXP-WpsbxOMU2FKyFsHb7-rOO6C1bxDn0Ts4TbzwmBVObmn6ffa7qEswH1VenhfTWkTWA_uGPklA29i17uZ5ap5GYLWOx50/s1600/11-11.png" /></a><br />
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After that, you can click Extract to launch the task.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh63I913Yv_uOnpUMgfOXRe1MR8-GID3cPCsIi8WnLBkuzVuSi1qDBWHdZzMzP3en7Q-YxuSAmr6-J_uFMk89_DEZThjwZihlq-7SHxjvANr-cccFZx6K9ObN43y5LfCxjAFKnEqe9gxIA/s1600/11-12.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh63I913Yv_uOnpUMgfOXRe1MR8-GID3cPCsIi8WnLBkuzVuSi1qDBWHdZzMzP3en7Q-YxuSAmr6-J_uFMk89_DEZThjwZihlq-7SHxjvANr-cccFZx6K9ObN43y5LfCxjAFKnEqe9gxIA/s1600/11-12.png" height="144" width="640" /></a><br />
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You can view the running task and the progress of it.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXQo30zqtsq-e6MunoTl_IJcUmqM7TBOIXb4w47e0XDAfwf3rRdqVL7ZX6Ts6IR1dA7U45DWyFSL2PBjoReXMLTzxldGEujKueJqBJzIUnTaFsIDjQ2AWZjopY7QJh9SfNly2V3cxGLuk/s1600/11-13.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXQo30zqtsq-e6MunoTl_IJcUmqM7TBOIXb4w47e0XDAfwf3rRdqVL7ZX6Ts6IR1dA7U45DWyFSL2PBjoReXMLTzxldGEujKueJqBJzIUnTaFsIDjQ2AWZjopY7QJh9SfNly2V3cxGLuk/s1600/11-13.png" height="48" width="640" /></a><br />
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After the task's progress reached 100%, you can check the extract result in the relational database. You can find all the Dimensions are extracted with the member attributes.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBPCXI9IBHNi3lKyMtOjVFvO9aEO-fkLewRNL9ABxtEQIKEODSUq4ST1A5161TB-YHNTZzDyep8AUsIg1tIIbhRUy5gYUQ4d5crACATSycmjrclYWGB2suN7nD6Rgnz5PsllB-UV6Hw3o/s1600/11-14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBPCXI9IBHNi3lKyMtOjVFvO9aEO-fkLewRNL9ABxtEQIKEODSUq4ST1A5161TB-YHNTZzDyep8AUsIg1tIIbhRUy5gYUQ4d5crACATSycmjrclYWGB2suN7nD6Rgnz5PsllB-UV6Hw3o/s1600/11-14.png" height="344" width="640" /></a><br />
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The fact data is stored in the table CON001_FACT.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtY22FOWpX0O17hkeAIg6RLAOu-V79R3EKGvDlcVXwXwE08xOyK2wFnZcVhTN-fu1_haia607S8oUG7yw6jybC6s2az5eJCUMJ9t5TRY5IgmnJ-ayNVS3Oho72lo_OfyUWekdkRomJi08/s1600/11-15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtY22FOWpX0O17hkeAIg6RLAOu-V79R3EKGvDlcVXwXwE08xOyK2wFnZcVhTN-fu1_haia607S8oUG7yw6jybC6s2az5eJCUMJ9t5TRY5IgmnJ-ayNVS3Oho72lo_OfyUWekdkRomJi08/s1600/11-15.png" height="344" width="640" /></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtY22FOWpX0O17hkeAIg6RLAOu-V79R3EKGvDlcVXwXwE08xOyK2wFnZcVhTN-fu1_haia607S8oUG7yw6jybC6s2az5eJCUMJ9t5TRY5IgmnJ-ayNVS3Oho72lo_OfyUWekdkRomJi08/s1600/11-15.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><br /></a></div>
<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com13tag:blogger.com,1999:blog-2900039444897015685.post-83738409498926759322014-03-28T03:02:00.000-07:002014-03-30T21:01:51.576-07:00HFM 11.1.2.3 (4) - Other new featuresIn Documents, we can add a new item as Data Grid. Here I want to introduce a new feature called "Favorite Members"<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiX0ys2SmUkJ3eXrzyuJIcXde2x1XsfFp_ObzKfFFehm_dF8EYJ2lUKH7KTXYLXaqt5meQ6ZdS1xhBlJ8pVyzklhgwI-jR-hk30_QoDzAuilf3V6q23df21zfrMOmh0sNj7WZvArWjun5o/s1600/10-01.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiX0ys2SmUkJ3eXrzyuJIcXde2x1XsfFp_ObzKfFFehm_dF8EYJ2lUKH7KTXYLXaqt5meQ6ZdS1xhBlJ8pVyzklhgwI-jR-hk30_QoDzAuilf3V6q23df21zfrMOmh0sNj7WZvArWjun5o/s1600/10-01.png" /></a><br />
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The default Grid layout was shown as below, click on any of the dimensions to select favorite members.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTJjubhmofK9pwEOY6GOx1qoll41dz1ENXDtGyKcM8mNWJWfjTfdVyOgk5gjEV9RwHy00LQWXun-90C3Tf_6OyKXYbSjFnM0CjnN6Y_iEQi5SuEviW_Cb6lvdWT2wxNzKUVpaLceLTAuQ/s1600/10-02.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTJjubhmofK9pwEOY6GOx1qoll41dz1ENXDtGyKcM8mNWJWfjTfdVyOgk5gjEV9RwHy00LQWXun-90C3Tf_6OyKXYbSjFnM0CjnN6Y_iEQi5SuEviW_Cb6lvdWT2wxNzKUVpaLceLTAuQ/s1600/10-02.png" height="105" width="640" /></a><br />
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In the member selection page, click on Favorite Members Tab. If you have preference or have some members used very frequently, select them as your favorite members. Note that for one dimension you can only select one single member.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgskYmMUudfphXGzMKcmHuydYdgakYTVHSYMk9oqIfHH3BCkOnyEVTxnEb4sHqRt_qy649JOpY3ZXld9yCZps1WjupQpirK-ci7YWrUS5cZfc4_7jj3zn_BMRO2ldOoLa86KdT2QWd1DAs/s1600/10-04.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgskYmMUudfphXGzMKcmHuydYdgakYTVHSYMk9oqIfHH3BCkOnyEVTxnEb4sHqRt_qy649JOpY3ZXld9yCZps1WjupQpirK-ci7YWrUS5cZfc4_7jj3zn_BMRO2ldOoLa86KdT2QWd1DAs/s1600/10-04.png" height="451" width="640" /></a></div>
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After all the changes have been done for the grid, save it.</div>
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Open the new created grid, now you can select your favorite member by clicking the small triangle. Favorite member is a method for your quickly select the POV members. All the users can define their own favorite members.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBWuMhcJRkVfggwbySeQQxKgrgx_YP3MMipXiYHg4lI_E4VeIHhr9yp9PRX5ceGoTLdPW1aEkjTlw49BtuF6subbiyvCqjL2GgFfjdAMatuUqgeds4xkYTl5aAzGnrmliFgZabN04_ols/s1600/10-06.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBWuMhcJRkVfggwbySeQQxKgrgx_YP3MMipXiYHg4lI_E4VeIHhr9yp9PRX5ceGoTLdPW1aEkjTlw49BtuF6subbiyvCqjL2GgFfjdAMatuUqgeds4xkYTl5aAzGnrmliFgZabN04_ols/s1600/10-06.png" /></a></div>
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In the grid you can find a button "Open in Smart View", that means in this version Smart View can access data grids.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7XJL033mLZgvq2rkP78hv69e1YcX4GBiWhMOJFtbrz1BuXno3QCmacTrlceM_DtQId3kkI5BZyJ53Q_qhUiJSAGDTaYS34PMTT1oJEDvJs8r297U3X928F9f9_E_mIWezNScZKO2o3zo/s1600/10-07.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7XJL033mLZgvq2rkP78hv69e1YcX4GBiWhMOJFtbrz1BuXno3QCmacTrlceM_DtQId3kkI5BZyJ53Q_qhUiJSAGDTaYS34PMTT1oJEDvJs8r297U3X928F9f9_E_mIWezNScZKO2o3zo/s1600/10-07.png" /></a></div>
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You can open the grid by clicking the button, or you can open it in Smart View directly.</div>
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Another new feature I want to introduce is Dynamic POV Member lists, which are created dynamically based on the current POV member of one or more dimensions. Note that these lists can only be used in Oracle Hyperion Financial Reporting and Oracle Hyperion Web Analysis. And this feature is only applicable for Entity Member lists.</div>
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First, create a member list file and load it to HFM. EntityLists(1) will show the Entity member with "GLOBAL" consolidation method, and EntityLists(2) will show the entities with POwn more than 50%. All the output entities depend on the selected Scenario, Year and Period.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi1YwG-RQoR_WQAolLTTYgWNz_0Uc1CGKMLa378dc28QxXXvrngzNkGX8KYDZFSVLHXn_Jsm8w81TRaDX5JEYFrlxQjoNWeeudip1KwgKZf9skkwzFnTM2pmGZWxPRhNgQIhaNDZbhIf3A/s1600/10-09.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi1YwG-RQoR_WQAolLTTYgWNz_0Uc1CGKMLa378dc28QxXXvrngzNkGX8KYDZFSVLHXn_Jsm8w81TRaDX5JEYFrlxQjoNWeeudip1KwgKZf9skkwzFnTM2pmGZWxPRhNgQIhaNDZbhIf3A/s1600/10-09.png" height="383" width="640" /></a></div>
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Maintain the consolidation method and POwn in Manage Ownership for Actual - 2014 - January. Note that only 4 entities' consolidation methods are marked as Global.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiyq6unwMnlUWHA9GfoNObULldQwqTttVY_6W8QwZ6wGA0Zif3iKHR8k9ilQqleu5VeF4imB6giaOYsy75dzKk253FxC5tsNLopVOpRrLCwLottYIFhyZg57BmsgtKLiNaTUxQB_ZsWWOc/s1600/10-10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiyq6unwMnlUWHA9GfoNObULldQwqTttVY_6W8QwZ6wGA0Zif3iKHR8k9ilQqleu5VeF4imB6giaOYsy75dzKk253FxC5tsNLopVOpRrLCwLottYIFhyZg57BmsgtKLiNaTUxQB_ZsWWOc/s1600/10-10.png" height="321" width="640" /></a></div>
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Then change the period to February, make all the entities consolidation method as Global and then save the change.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWBw_fs5ChgHC5YGUkdXuf01yFvH2pk7XUOyudavHqhE1BRYxdQbXdQzxU-IHV9Gs3p_QW9CvFmAZaSablDiNgUr4GctM7EjkoUI6yGBN1SfwwXSuRIdlwhOfXTTpmW0D0mP3qrxAIyZ8/s1600/10-11.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWBw_fs5ChgHC5YGUkdXuf01yFvH2pk7XUOyudavHqhE1BRYxdQbXdQzxU-IHV9Gs3p_QW9CvFmAZaSablDiNgUr4GctM7EjkoUI6yGBN1SfwwXSuRIdlwhOfXTTpmW0D0mP3qrxAIyZ8/s1600/10-11.png" height="284" width="640" /></a></div>
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Now I will create a financial report to show the dynamic member list. We can find that in this new version language can be selected in the FR Studio login page.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg6_YI-3x_be5InXCeN6ZAeUkUZIZHax7ffR_8ISoYdIBOTN4UJpGzc1T-fvUV_sCBzWT7iyNOOrZU9mrLpnbnCoWJXFV79nL3FpcJ7yzWx5PwACUuAqe_prhW9iUJDPZOuXSct0-P_CC4/s1600/10-12.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg6_YI-3x_be5InXCeN6ZAeUkUZIZHax7ffR_8ISoYdIBOTN4UJpGzc1T-fvUV_sCBzWT7iyNOOrZU9mrLpnbnCoWJXFV79nL3FpcJ7yzWx5PwACUuAqe_prhW9iUJDPZOuXSct0-P_CC4/s1600/10-12.png" /></a></div>
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Then we create a FR report with HFM application as the data source. And in the design mode, we drag Entity dimension to the column. After that, select members for Entity. In the Lists page, you can find the member lists we loaded before, Global(@POV) and POWN(@POV). Select Global(@POV) as an example.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZxTaxCf8Aom1YNhyz6D6Xlou9H1Bn1lN6_-Y_UCxXpQs9T-6pHaE0qZ6BPMxsPXvxF9coKr0axarGKtJdVj4970iA1jPyLPI7j-ADSnTIKV4_8rgeiuHSNRQmjFNj1Vh6yyptzoTP8Ag/s1600/10-13.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZxTaxCf8Aom1YNhyz6D6Xlou9H1Bn1lN6_-Y_UCxXpQs9T-6pHaE0qZ6BPMxsPXvxF9coKr0axarGKtJdVj4970iA1jPyLPI7j-ADSnTIKV4_8rgeiuHSNRQmjFNj1Vh6yyptzoTP8Ag/s1600/10-13.png" height="456" width="640" /></a></div>
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Input GROUP1 as Entity, keep Parent as empty. Then click OK to confirm.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBy8Eu52oDplc103VxskBzHQ2hKKSiLSh1G_-wzilGeFQUpaWM-3IMmt0tP8MDFo2TDZmSVnahiHy_vbqCVJ9lhlC0bx5FC6wBiZOTFszlfLPDj6L1ZyG2GFc-pMupV4_xorDrJZo4DAo/s1600/10-14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBy8Eu52oDplc103VxskBzHQ2hKKSiLSh1G_-wzilGeFQUpaWM-3IMmt0tP8MDFo2TDZmSVnahiHy_vbqCVJ9lhlC0bx5FC6wBiZOTFszlfLPDj6L1ZyG2GFc-pMupV4_xorDrJZo4DAo/s1600/10-14.png" height="436" width="640" /></a></div>
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Then you can find the selected member in the right Pane, click OK to confirm.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi128OZQsNRgrRoRbfF-STafIMGnp_uH2w343kTr_auacclzb3o0st_Px01xOWmsVvAEZWTylb5i6gQvKCuvijpjcnroUet0OC-OtxYre9pFuY5axJzkdtsG55Q5nKWs7A6DenPS_qmSMg/s1600/10-15.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi128OZQsNRgrRoRbfF-STafIMGnp_uH2w343kTr_auacclzb3o0st_Px01xOWmsVvAEZWTylb5i6gQvKCuvijpjcnroUet0OC-OtxYre9pFuY5axJzkdtsG55Q5nKWs7A6DenPS_qmSMg/s1600/10-15.png" height="456" width="640" /></a></div>
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Then you can find the member selection as below.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEidcaxf9MeVWS9uGUCVOIXVxuWjR-5HxTOsX7YxJR9M8LEzYvoxQWaiTWUyw6uAbF4C4xC8UvocyZ4BtgMMcNOOYl-Jb3i-B-oo8o5fGSyzXG_qqBtOqwin1oY5nkFv7YIHM_nL8r5_xcM/s1600/10-16.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEidcaxf9MeVWS9uGUCVOIXVxuWjR-5HxTOsX7YxJR9M8LEzYvoxQWaiTWUyw6uAbF4C4xC8UvocyZ4BtgMMcNOOYl-Jb3i-B-oo8o5fGSyzXG_qqBtOqwin1oY5nkFv7YIHM_nL8r5_xcM/s1600/10-16.png" /></a></div>
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Save the report.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEggyoqJuTPC6w6ctMo9Lxa9-onFNYi-zSWzuUiPGV1vfaj6u7E12jWwbZwUTV0dpQN3mr5_9RmAoROfMRH86tS4TCzyZzqITLxCURXeet7a6tFjLZ9zcPmm-nBTOWYDY8jzNz2LIvh_npI/s1600/10-17.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEggyoqJuTPC6w6ctMo9Lxa9-onFNYi-zSWzuUiPGV1vfaj6u7E12jWwbZwUTV0dpQN3mr5_9RmAoROfMRH86tS4TCzyZzqITLxCURXeet7a6tFjLZ9zcPmm-nBTOWYDY8jzNz2LIvh_npI/s1600/10-17.png" /></a></div>
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Then go to Workspace and Explore the report.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxljrCXQrIvGoC0oDdWi8DOBxVbd7OoV5Q4bfdGNdw25yyGHLjrNpfruumPQ4kO3kMtiBqPXYOvoeOK_hqWEqLA4hUoJf-gxm-xLIiB5EMSLF-V0806uQMOxmVK3u2KhLL-ygssACU9_g/s1600/10-18.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxljrCXQrIvGoC0oDdWi8DOBxVbd7OoV5Q4bfdGNdw25yyGHLjrNpfruumPQ4kO3kMtiBqPXYOvoeOK_hqWEqLA4hUoJf-gxm-xLIiB5EMSLF-V0806uQMOxmVK3u2KhLL-ygssACU9_g/s1600/10-18.png" height="184" width="640" /></a></div>
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Select Actual - 2014 - January as your POV member.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEithZQgtoD7aozPSsKvq3J7ikFHUq49wKqAhNSU3KBpP3ydKj9hgGQqfiW_mgFudY_jExnYU7VVX61OXKBRYDvGOk4-8YK5SUf8TF26hzwOwO0vV7gTeTbWkfvvrUTC_vpZDUi_eFtONVQ/s1600/10-19.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEithZQgtoD7aozPSsKvq3J7ikFHUq49wKqAhNSU3KBpP3ydKj9hgGQqfiW_mgFudY_jExnYU7VVX61OXKBRYDvGOk4-8YK5SUf8TF26hzwOwO0vV7gTeTbWkfvvrUTC_vpZDUi_eFtONVQ/s1600/10-19.png" /></a></div>
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Then you can find only 4 entities are shown as below.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiJpOmapcdOvx4Yqg6vyzlWhydoUGmccO_RqP4jkJiqeANR0XSbP7z9vMcMFT8IJE1nkyqJOyVc9i-oVRcaNtU9BQhp3PRgHAH17zRONHpqlH5uiMN9cYMwFpWLxMkw7w9S7kqkqkvAjT4/s1600/10-20.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiJpOmapcdOvx4Yqg6vyzlWhydoUGmccO_RqP4jkJiqeANR0XSbP7z9vMcMFT8IJE1nkyqJOyVc9i-oVRcaNtU9BQhp3PRgHAH17zRONHpqlH5uiMN9cYMwFpWLxMkw7w9S7kqkqkvAjT4/s1600/10-20.png" height="176" width="640" /></a></div>
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Then try to change the period.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuB8l8JYL7apOB_5q2duvu6AFNGNa36fmuF1LwGPQT0TsjH2DqNm9rpQZzqSQ4v40ijmIm5jiQ7l_DsMsrS0OfOcg5LIReqO6XVN8zJEhpwHSDyPByli-_dXwCTcckqEW7t4ddDn0BD_I/s1600/10-21.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjuB8l8JYL7apOB_5q2duvu6AFNGNa36fmuF1LwGPQT0TsjH2DqNm9rpQZzqSQ4v40ijmIm5jiQ7l_DsMsrS0OfOcg5LIReqO6XVN8zJEhpwHSDyPByli-_dXwCTcckqEW7t4ddDn0BD_I/s1600/10-21.png" height="71" width="320" /></a></div>
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Select February.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhec0zw18mcLxxW4jbfYc7uJRbMHrcHSpwmIG2LvZ-M3jpxtO3-Z4JFQoZIIimcn-ICGNpCAtL7whxEdcCO5m2rlgY8nnsoin_QKMhdPsSbh9qT3VTzEZlSdiD1opA_h2N0Sazg1aMLMA0/s1600/10-22.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhec0zw18mcLxxW4jbfYc7uJRbMHrcHSpwmIG2LvZ-M3jpxtO3-Z4JFQoZIIimcn-ICGNpCAtL7whxEdcCO5m2rlgY8nnsoin_QKMhdPsSbh9qT3VTzEZlSdiD1opA_h2N0Sazg1aMLMA0/s1600/10-22.png" /></a></div>
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Because all the entities are marked as Global in February, all of them are shown in the report.</div>
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<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com0tag:blogger.com,1999:blog-2900039444897015685.post-67139807819755964762014-03-27T20:25:00.000-07:002014-03-28T02:23:09.441-07:00HFM 11.1.2.3 (3) - Data FormIn Documents, you can create objects like folder, task list, data form, data grid and some other items. In this section, I will introduce some new features of Data Form.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQbrTJ9GL3fR8PBKBaycVuPInItCqVRBtQuKY1MPKeqeeo7KkAkNk9K8hUKbVb5me3UYY-WGxSRgN4dSKj_toRgtfyMW218kkC4b3sl3f3IUqdpmro8f6BkCc7e3RZJFbkpGBQ2Cs_FJ0/s1600/08-14.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQbrTJ9GL3fR8PBKBaycVuPInItCqVRBtQuKY1MPKeqeeo7KkAkNk9K8hUKbVb5me3UYY-WGxSRgN4dSKj_toRgtfyMW218kkC4b3sl3f3IUqdpmro8f6BkCc7e3RZJFbkpGBQ2Cs_FJ0/s1600/08-14.png" /></a><br />
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You can define the dimension layout and select members in the left Pane, and define the form's properties in the right Pane.<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyRK78hcr3WcsgfPGlC8f5QCfZQOZkCu1mc_KcRcrFAHsxiyQapCbVHGXG5_zuFm-AnesZALUYOoBk836IQ0LPkyd6yZAzKg19ejMuHThSrwpwUckRb0uZHhTB_TNzIP3PPH17GCFrxjk/s1600/09-00.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyRK78hcr3WcsgfPGlC8f5QCfZQOZkCu1mc_KcRcrFAHsxiyQapCbVHGXG5_zuFm-AnesZALUYOoBk836IQ0LPkyd6yZAzKg19ejMuHThSrwpwUckRb0uZHhTB_TNzIP3PPH17GCFrxjk/s1600/09-00.png" height="285" width="640" /></a><br />
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You can Add Dimensions in the Row or Column<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjrqUBi_0o-yeBHXbkv3lTNR0AGS_GthnX6KOspLsLkKWB9NFSdDS1JtPE4xFjQ9m2921HK67QysehixHTWC7j7kQYsN121Ue-k6rClYf1jqPdDxjS4z51daRXU2rwObuC4EZaQ-Dy-oB0/s1600/09-01.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjrqUBi_0o-yeBHXbkv3lTNR0AGS_GthnX6KOspLsLkKWB9NFSdDS1JtPE4xFjQ9m2921HK67QysehixHTWC7j7kQYsN121Ue-k6rClYf1jqPdDxjS4z51daRXU2rwObuC4EZaQ-Dy-oB0/s1600/09-01.png" /></a></div>
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Select the dimensions that you want to add, click OK.</div>
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You can Remove Dimension to POV by right-click it.</div>
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Select members for dimension.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQHLYO46XLdAb1AIHcRqLFsBSD_Oht2ijOjuqlOD0oyClSNGRH_yL7XfZ7tQev6ZFtHtccCzombIP0nItGRs_cQ8Ehtb6R-TyaDDMQFjn9nclJ-_LuUTkJboqnE11MhMvBcQU4iYkIels/s1600/09-04.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQHLYO46XLdAb1AIHcRqLFsBSD_Oht2ijOjuqlOD0oyClSNGRH_yL7XfZ7tQev6ZFtHtccCzombIP0nItGRs_cQ8Ehtb6R-TyaDDMQFjn9nclJ-_LuUTkJboqnE11MhMvBcQU4iYkIels/s1600/09-04.png" /></a></div>
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Select member or with its relation</div>
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Select members for POV dimensions as well.</div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtvYb83lxa_AYlJ4agD7kaxzVucRNfso-mQB9XdfPamsLaJYVz0MeAkmQU0R5nw-FJPPxdHZNz8kkcKWEWB3Tl8tdWX1o9ZD1fqZZF1i075Hlfjr5tn2fUmgEftPb7wvC0Kp1eHC0AfiQ/s1600/09-06.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtvYb83lxa_AYlJ4agD7kaxzVucRNfso-mQB9XdfPamsLaJYVz0MeAkmQU0R5nw-FJPPxdHZNz8kkcKWEWB3Tl8tdWX1o9ZD1fqZZF1i075Hlfjr5tn2fUmgEftPb7wvC0Kp1eHC0AfiQ/s1600/09-06.png" /></a><br />
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Specify the Background POV members by selecting a member. If you select a member list, it is used as a selectable POV, from which data form users can select members.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh-b0TLC912Ycu7NI9g1LMHOaHbEIncFFXIPUWYyqZJ7UTy-E3MpaHBYXeVZUPi7Gved157QI1ENDQ_ZQXfnqGnh_wNlvvsmjTAXDGRpGSyRN5nZN5xDoy7j7fvLhLwMywy43dWeZF5m9E/s1600/09-07.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh-b0TLC912Ycu7NI9g1LMHOaHbEIncFFXIPUWYyqZJ7UTy-E3MpaHBYXeVZUPi7Gved157QI1ENDQ_ZQXfnqGnh_wNlvvsmjTAXDGRpGSyRN5nZN5xDoy7j7fvLhLwMywy43dWeZF5m9E/s1600/09-07.png" height="451" width="640" /></a></div>
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You can set which POV dimensions do not need to display in the Form Details of the right Pane.</div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiciud-jdHvnPEMkPUZSwZXWoe04TQ8MH19z8vmU45r4qbNL5_l7P5io0uqmBZl0vyP4NCrjCYZapwC3tYAiliWv6unxdYvwKpn6Ba6ByXwXyU59haiJvembTkeWpl7joNFGCfJMOIW-9o/s1600/09-08.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiciud-jdHvnPEMkPUZSwZXWoe04TQ8MH19z8vmU45r4qbNL5_l7P5io0uqmBZl0vyP4NCrjCYZapwC3tYAiliWv6unxdYvwKpn6Ba6ByXwXyU59haiJvembTkeWpl7joNFGCfJMOIW-9o/s1600/09-08.png" /></a><br />
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Select the dimensions that don't want to display, click OK</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhq3kRtncV86w_rOC1Iid4zhaW8_PjJ-JNJuuHW5TZaZH_BQVJ_Va97D6WhyKTh7wTmoEQCIugaFlibOFMVFPKAd7K1T_vTqmD4c0npxJP8XwIaAxeZcuF5mgXTkf20olB5oMSNplXG14/s1600/09-09.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhq3kRtncV86w_rOC1Iid4zhaW8_PjJ-JNJuuHW5TZaZH_BQVJ_Va97D6WhyKTh7wTmoEQCIugaFlibOFMVFPKAd7K1T_vTqmD4c0npxJP8XwIaAxeZcuF5mgXTkf20olB5oMSNplXG14/s1600/09-09.png" /></a></div>
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If you need to add more rows or columns, you can click Add new row/column</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMY12nUTeq1hOYlwKxKeQZRcFkL2yiK8MEmkiCSAqzH8QCqkeeK5OM0svWaTI1VcSEXmf3P2361okHf9mkQWCbIDajMECRv8ZbO_HDiYL5f-POgNmzQBWMDMbLeo8qDVIgo-RSmNYQ_N0/s1600/09-10.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMY12nUTeq1hOYlwKxKeQZRcFkL2yiK8MEmkiCSAqzH8QCqkeeK5OM0svWaTI1VcSEXmf3P2361okHf9mkQWCbIDajMECRv8ZbO_HDiYL5f-POgNmzQBWMDMbLeo8qDVIgo-RSmNYQ_N0/s1600/09-10.png" /></a></div>
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But I found one thing I don't know whether it is a bug, when I add the new row, nothing appeared in the R2 and I can't select member for it. I need to click "Script" to add members for R2 by inputting code in the script manually.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBfktn3zI-qIGP9ORQQMrPaiUD8OuUoCFt20wSqjPjKSewCZyGe5hBAmZBeeycXkE6xo6_KlZIQ-2Uq68DZOhSwjZmVZTQE9DdsziJRizqKVdlwNFX7HvCdWB6xYH3DsWgreWg-7c1GjY/s1600/09-11.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBfktn3zI-qIGP9ORQQMrPaiUD8OuUoCFt20wSqjPjKSewCZyGe5hBAmZBeeycXkE6xo6_KlZIQ-2Uq68DZOhSwjZmVZTQE9DdsziJRizqKVdlwNFX7HvCdWB6xYH3DsWgreWg-7c1GjY/s1600/09-11.png" /></a></div>
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Input the R2 member you want to add, and then return to Designer mode</div>
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Then you can find the R2 member appeared and you can select it now. </div>
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In this new release, you can create on-demand rules that can be run from data forms. On-demand rules are useful when you want to run only a subset of calculations to quickly see the results in the data form. Rules designer has been removed from this version, and you can create rules in a text editor such as Notepad ++. The rules are created in a new subroutine and are identified by the OnDemand prefix, for example, OnDemand_TotalPrice as below.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhVRMClwoJkb2bvpcLGq5CdpcYgoIrPLWSiFurF9kkDV5T1YQPHky7-O2qSwzXjEV7ljEFUVz9u7XXemIshGs7_Ahagb-UqLpc3OBnLD8QfZ5TYijzqzuBSRi6I6wTiqKC74PIZWWPB7lQ/s1600/09-14.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhVRMClwoJkb2bvpcLGq5CdpcYgoIrPLWSiFurF9kkDV5T1YQPHky7-O2qSwzXjEV7ljEFUVz9u7XXemIshGs7_Ahagb-UqLpc3OBnLD8QfZ5TYijzqzuBSRi6I6wTiqKC74PIZWWPB7lQ/s1600/09-14.png" /></a></div>
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After you loaded the rule to HFM, you can specify on-demand rules for the data form, click "On Demand Rules" to select the rules to want to assign.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGt2N9KM7pWGR0b0RwEN6reJuMxoz-dCdNYzXddzoS3e6UYCd-hki7j3KIojEn_yCbw45FOf4ZzZh73vMwkAz5aIwnXEKVgkE_I3oPpbuyAVftKSNN8iSz6aRi4LDNNe3POLuqX_NlNOk/s1600/09-15.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGt2N9KM7pWGR0b0RwEN6reJuMxoz-dCdNYzXddzoS3e6UYCd-hki7j3KIojEn_yCbw45FOf4ZzZh73vMwkAz5aIwnXEKVgkE_I3oPpbuyAVftKSNN8iSz6aRi4LDNNe3POLuqX_NlNOk/s1600/09-15.png" height="294" width="400" /></a></div>
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All the available on-demand rules are displayed here and you can select one or more of them for the form</div>
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If you know the rule names, enter them in the text box in a comma-separated list is OK as well.</div>
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After all the setting is done for the form, you can save it and name it.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQK13k-MN1Grc_nxAsWi-XCbI2xhCSDB_hhW2BON6eh1neflj_-yVD5tW1mLtlZKUMd2uw9wcFEl6TB2wJFx1fzObviBO3JFpfJz3QPsnDdoxhKLKf6i1L7z-v9FmXmaaafrOaWULfhUs/s1600/09-18.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQK13k-MN1Grc_nxAsWi-XCbI2xhCSDB_hhW2BON6eh1neflj_-yVD5tW1mLtlZKUMd2uw9wcFEl6TB2wJFx1fzObviBO3JFpfJz3QPsnDdoxhKLKf6i1L7z-v9FmXmaaafrOaWULfhUs/s1600/09-18.png" /></a></div>
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If you can't see the form you have saved, click "Refresh"</div>
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Double click the new created form and then you can open it, the POV dimensions in blue color means that you can select member for them by clicking on it. And the black ones are background POV that you can't change.</div>
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And if users don't want to see some POVs, they can select Show/Hide Dimensions.</div>
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Uncheck the dimensions that don't want to display, click OK</div>
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Then you can find the unchecked dimensions are hidden.</div>
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In this new release, finally we can single-click to edit an input cell, it is the default setting of the application. If you don't like it, you can click "Disable Single Click to Edit".</div>
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You can find one "Tick" button in the form, that's the new feature on-demand rule. Click the "Tick" and then you can select the pre-defined rules.</div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjY3XTG9dQjdfrVYn5R4h3AV9zjSpckDcFfmIROEXaLYY3yo52OriCKhX1gYiynJ-z7g6jzgXZo01yonIBKUhAGrCtZYXV63UbpryOYfCRq3JOunN0e8SM5WMK2PDpAClYwQLeM4kO8jrE/s1600/09-22.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjY3XTG9dQjdfrVYn5R4h3AV9zjSpckDcFfmIROEXaLYY3yo52OriCKhX1gYiynJ-z7g6jzgXZo01yonIBKUhAGrCtZYXV63UbpryOYfCRq3JOunN0e8SM5WMK2PDpAClYwQLeM4kO8jrE/s1600/09-22.png" /></a><br />
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You can find the TOTAL_PRICE is calculated after the rule was launched.</div>
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<br />Anonymoushttp://www.blogger.com/profile/10669572171653739495noreply@blogger.com2tag:blogger.com,1999:blog-2900039444897015685.post-16700202684415793022014-03-26T18:52:00.000-07:002014-03-27T18:38:31.424-07:00HFM 11.1.2.3 (2) - Metadata and Overview<div class="separator" style="clear: both; text-align: left;">
For the new created HFM application, you need to load the Metadata first.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhaJfnVseME-A0vqsR5skzG_fwhMtOPFWShOq65vu2Td7QU08s_EA9O9y5ifuGTBydEL_zh9zE_BIjO1HxY7UDa-oxRurhYu7GfnS6Ba0kiBd87z4UnshslssPlQ9tfSmYIZLN9xdHo5Iw/s1600/06-16.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhaJfnVseME-A0vqsR5skzG_fwhMtOPFWShOq65vu2Td7QU08s_EA9O9y5ifuGTBydEL_zh9zE_BIjO1HxY7UDa-oxRurhYu7GfnS6Ba0kiBd87z4UnshslssPlQ9tfSmYIZLN9xdHo5Iw/s1600/06-16.png" height="299" width="640" /></a></div>
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You can extract the existing Metadata first for your further update. Select Extract Application Elements, in the Metadata Pane, click "Extract"</div>
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You can find the "Download" and "Log" buttons appeared in the bottom-right of the Pane, click "Download"</div>
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Then you can save as the app or xml file to your local client. After that, you can edit it with your HFM client.</div>
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Once the Metadata file is ready, you can load it to back to HFM. Load Application Elements, in the Metadata Pane, click Browse to select your Metadata file and then click "Load".</div>
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Load was successful.</div>
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You can find the "Log" button appeared in the bottom-right.</div>
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Click "Log" and then you can find the Metadata Load Log.<br />
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Then you can create a new form to validate the Metadata</div>
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All the dimensions are loaded successfully.</div>
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In this new version 11.1.2.3, some modules are configurable to disable them or not. Select the modules that you want to disable, click "Save"</div>
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Before the configuration all the Application Tasks are as below.</div>
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After your log out and then log in again, you can find the unnecessary tasks are disabled.</div>
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And Extended Analytics has been moved to Extract Data, you can select Extract Type as Database now.</div>
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