hplan classic

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Oracle|Hyperion Planning 11.1.2 hplan classic application Demo Script Flow Table of Contents Introduction................................................. 2 Preparation step: Create a user for an Oracle Tablespace.....3 Preparation step: Manage Data Source and create a DSN called hplan........................................................ 6 Create a classic Planning application called hplan...........8 Application Management......................................11 Templates import: Smart List................................15 Templates import: Metadata..................................16 Templates import: Web forms.................................18 Optional: Essbase Data Load.................................20 Optional: Calculation Templates import......................21 Demo Flow explanation.......................................24 Demo Cleanup................................................ 29

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Page 1: Hplan classic

Oracle|Hyperion Planning 11.1.2 hplan classic applicationDemo Script Flow

Table of Contents

Introduction................................................................................................................2

Preparation step: Create a user for an Oracle Tablespace....................................3

Preparation step: Manage Data Source and create a DSN called hplan..............6

Create a classic Planning application called hplan................................................8

Application Management........................................................................................11

Templates import: Smart List.................................................................................15

Templates import: Metadata...................................................................................16

Templates import: Web forms................................................................................18

Optional: Essbase Data Load.................................................................................20

Optional: Calculation Templates import................................................................21

Demo Flow explanation...........................................................................................24

Demo Cleanup...........................................................................................................29

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Introduction

Demo Script Theme: The goals of this demo are to compete against small and easy-to-use solutions like Cognos, and in a certain way against SAP BP&C (aka Outlooksoft), and to illustrate in a presales activity that a Planning SC is able to create a Planning application in front of a customer/prospect within 20 minutes. The concept used here is to position a Template approach in order to compete against the Cognos Blueprint concept.

You will start your demo by positioning the fact that, when we implement a Planning solution at a customer site, we use a template approach which can be organized by Industry, by Group Functions or Services, as well as by Planning types (strategic planning, financial or operational planning) which helps our customers to quickly plan with our business tool.

Talking point: explain why Templates can help organizations (implementation experiences, industry requirements, lower TCO and higher ROI).

Benefits of this demo:- This demo illustrates the simplicity and ease of use of Hyperion Planning when demoing

rapid application creation – ease of maintenance.- This demo shows that Hyperion Planning is a rich integrated Planning/Forecasting

environment – no need to open several windows/components in order to create Planning-required end-user capabilities (web forms, calculations, dimension hierarchies).

- Hyperion Planning has a rich Graphical User Interface, with no language/code to learn even during calculation creation - business process oriented.

- Oracle provides a focused and open Planning solution that can be quickly customized for industry- specific requirements based on a template/shared best practices approach.

Driving competitive advantage:- Show this demo to emphasize the Workspace as the single entry point to maintain and

use all EPM applications and associated processes.- Position this example to demonstrate Hyperion Planning as an integrated Web-based

application that helps to create, maintain and use Planning/Forecasting processes for all users.

- Leverage the use of a zero footprint, thin web client to manage all processes linked with a Planning application (application creation, web forms, calculations) using a single interface.

- Rich web interface to create and manage a Planning application and underlying components (dimensions, web forms, task lists, etc.).

- Rich web interface to create and manage calculations – position and illustrate Calculation Manager.

Recording:- A UPK illustrating the process of creating a Planning application using templates is

available on OFO: http://files.oraclecorp.com/content/MySharedFolders/Hyperion%20Planning%20Shared%20Content/How%20To%20UPKs%20%26%20Other%20Tips/How%20to%20create%20a%20classic%20Planning%20application%20in%2010mn/UPK%20-%20Create%20a%20classic%20Planning%20application%20-%20standalone%20content/Create a Planning application.odtpc

- A Flash video recording is also available on OFO: http://files.oraclecorp.com/content/MySharedFolders/Hyperion%20Planning%20Shared%20Content/How%20To%20UPKs%20%26%20Other%20Tips/How%20to%20create%20a%20classic%20Planning%20application%20in%2010mn/Movie/hplan - Flash movie.zip

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The focus of this demo is to create a classic Planning application called “hplan” importing dimensions and web forms and optionally loading data and calculations.

The steps explained below must be executed in order.

► On your demo drive, extract the content of the hplan-classic.zip file to D:\

After extraction, you should have a folder called D:\demos\hplan with four subfolders as below. Note that these files will be added to the existing hplan folder with EPMA content.

►Start all necessary services (Oracle Database Services, Foundation Services, Workspace, Essbase Services, Planning, Hyperion RMI Registry, Calc Manager) that you start when doing a Planning demo.

Preparation step: Create a user for an Oracle Tablespace

► Run the Oracle Create User utility executable and fill prompts as shown below.

Use the Database Tools shortcut on the desktop to access the folder.

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(D:\DemoUtilities\Products\Oracle\create_user\Logs\create_user.log)

Click on Quit when the creation process is finished.

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Preparation step: Manage Data Source and create a DSN called hplan

Another mandatory and preparatory step before creating a Planning application is to create a datasource name connection.

►Log in to the Workspace using demoadmin/demoadmin.

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Application Database:Database Platform = OracleServer = bidemoPort = 1521Database = orcl User = hplanPassword = hplan

Essbase Server:Server = bidemoUser = demoadmin Password = demoadmin

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Click Validate Database Connection. Click Validate Essbase Connection. Click Finish.

Create a classic Planning application called hplan

Important: All steps described previously don’t need to be exposed to the prospect.This is the starting point of demonstration.

► Navigation > Administer > Classic Application Administration >Planning Administration. Click on Create Application.

Data Source = hplanApplication Name = hplanShared Services project = PlanningInstance = DefaultCalculation Module = Calculation Manager

Base Time Period = 12 MonthsFiscal Start Year = 2009

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Start Month = JanuaryEven DistributionTotal Years = 5

Use Currency and USD as default currency

Select only one Plan Type called Plan1 (important: do not rename the Plan Type)

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Click Finish.

Talking point: - Position benefits of the Workspace explaining that everything can be managed from a

single entry point (application maintenance, data entry, etc.) and how it’s easy and quick to create a Planning application.

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Application Management

►Once the application is created, open the application by clicking on Go to the new application: hplan.

►Add a new dimension:

Select the Administration menu > Manage > Dimensions

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Click Add Dimension.

Enter Products for the Dimension Name. Keep default properties and click Save.

Explanation: Products dimension will be used in the application and in all web forms and calculations.

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►Click on Evaluation Order

►Manage and sort Selected Dimensions as below, then click Save.

Explanation: The application contains a Smart List which is used in a web form where the Account and Version dimensions are displayed. It’s necessary for the Version dimension to be first in the evaluation order in order to display the Smart List correctly.

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►Select the Administration Menu > Manage > Alias Tables and add a French alias.

Talking point: As before, explain that there is only one interface to manage the application. Show some required dimensions (Scenario, Account, Version, Currency) to explain the embedded intelligence, e.g., talk about Currency when competing against Cognos. Discuss the Version dimension when competing against Outlooksoft. Explain

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the benefits of using Aliases in order to combine both member code and member name/description in a data form.

Templates import: Smart List

►Double click on D:\demos\hplan\SmartList\command.bat to use Life Cycle Management (LCM) that will upload a Smart List into the application (Smart List called SpreadMethods).

►In order to hide the black command window and the technical code, return to the Planning interface and explain what a Smart List is – the benefits of using a Smart List in a web form or in a calculation prompt for end users.

(The command window will automatically close when the process is finished.)

View the Smart List by selecting Administration > Manage > Smart Lists.

Code explanation: Smart List management using command.bat  rd "D:\ORCL\MW\user_projects\epmsystem1\import_export\demoadmin@Native Directory\SpreadMethods" /s /qThis command removes the Directory (rd) SpreadMethods if it exists under the LCM File System.  D D:\3ps\7-Zip\7z.exe x "D:\demos\hplan\Smartlist\SpreadMethods.7z" -o"D:\ORCL\MW\user_projects\epmsystem1\import_export\demoadmin@Native Directory" *.* -rThe .zip file called SpreadMethods.zip, located in d:\demos\hplan\Smartlist, is then extracted to a LCM Shared Services File System under: D:\HYSL\common\import_export\demoadmin@Native Directory.  D:\ORCL\MW\user_projects\epmsystem1\bin\Utility.bat D:/demos/hplan/Smartlist/MigrationDefinition.xmlFinally, the LCM bat utility is run using the saved Migration Definition located in D:/demos/hplan/Smartlist.

Trick: the Smart List import action can be hidden if you call the command.bat file from the next section on importing metadata.

Add the following line:call D:\demos\hplan\Smartlist\command.batto the beginning of the D:\demos\hplan\metadata\all_dimensions.bat file.

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Templates import: Metadata

►Double-click on D:\demos\hplan\metadata\all_dimensions.bat to load dimensions and exchange rates.

►In order to hide the black command window, return to the Planning interface and explain what the Metadata import process is:

►Go to D:\demos\hplan\metadata\ and open the Account.csv file with Excel.

Explain that Administrators can manage dimensions using Excel and Account properties.

(The command window will automatically close when the process is finished.)

Select Administration > Manage > Dimensions to review the metadata just loaded. If the metadata doesn’t appear, log out and log back in.

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Code explanation: Metadata management  When you edit the all_dimensions bat file under D:\demos\hplan\metadata, you can see that dimensions are created in the Planning relational repository in the following order: Currency dimensionExchange Rate tables called Actual_Rates, Budget_Rates and Fcst_Rates Account dimensionEntity dimensionYear dimensionScenario dimensionVersion dimensionProducts dimension

When dimensions are loaded into Planning, the Essbase application is created and dimensions are pushed to the Plan1 cube.

 If you open the currency.bat file in edit mode, the command used is:D:\ORCL\MW\user_projects\epmsystem1\Planning\planning1\OutlineLoad.cmd -f:d:\demos\hplan\password.txt /A:hplan /U:demoadmin /M /I:d:\demos\hplan\metadata\Currency.csv /D:Currency /L:d:/demos/hplan/metadata/outlineload.log /X:d:/demos/hplan/metadata/outlineload.exc The OutlineLoad utility is called to upload into an Application (A) called hplan by the User (U) demoadmin a Dimension (D) called Currency, using a file called Currency.csv and passing the encrypted user password stored in the password.txt file.All these commands are explained in the hp_admin.pdf file starting on page 80.

http://download.oracle.com/docs/cd/E17236_01/epm.1112/hp_admin.pdf

Talking points and Benefits:- Administrators can easily use Excel to create dimensions, dimension members and

hierarchies, and upload changes into the application when it is live.- Position the template approach from a functional perspective: based on industry

planning shared models, companies can quickly integrate best-in-class planning processes using industry best practices.

- Position the template approach from a technical perspective: Administrators can quickly create a testing environment, and can have several testing models ready to use depending on end user requirements.

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- Consider web form templates as part of Life Cycle Management artifacts (moving web forms between applications, between environments/servers). It also serves as a backup of the application.

Trick: As the Essbase part is now created, you can encapsulate data load at the end of this metadata management part in order to have a sample of data. See following sections.

Templates import: Web forms

►Double-click on D:\demos\hplan\webforms\importwebforms.bat to import three web forms into the hplan application.

(Note: you may need to restart the Planning server to see the imported forms)

Click on the Forms folder to display the imported forms.

Code explanation: web forms import  The importwebforms.bat file, located in L:\demos\hplan\webforms, contains commands used to upload the three web forms into the Planning relational repository. cd D:\orcl/mw/demos\hplan\webforms   First, you change the current directory to the one where the web form definitions are located.  FormDefUtil.cmd -f:D:\ORCL\MW\demos\hplan\password.txt import -all epmdemo demoadmin hplan  You use the FormDefUtil.cmd utility to upload the web forms into Planning, using the encrypted user password stored in password.txt. All web forms that you import into the hplan application use demoadmin as the user and localhost as the Planning web server. Other kinds of commands you can use :  

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FormDefUtil.cmd -f:D:\ORCL\MW\demos\hplan\password.txt import “1. Income Statement.xml” epmdemo demoadmin hplan  FormDefUtil.cmd -f:D:\ORCL\MW\demos\hplan\password.txt export -all epmdemo demoadmin hplan  FormDefUtil.cmd -f:D:\ORCL\MW\demos\hplan\password.txt export "Expenses with Driver" epmdemo demoadmin hplan  More explanations are available in the Planning Administrator Guide.

Talking points and Benefits:- Administrators can easily manage and upload web forms into the application.- Position the template approach from a functional perspective: based on industry

planning shared models, companies can quickly integrate best-in-class planning processes (data Entry forms) using industry best practices.

- Position the template approach from a technical perspective: Administrators can quickly create test data entry forms, and can have several testing models ready to use depending on end user requirements.

- Consider web form templates as part of Life Cycle Management artifacts (moving web forms between applications, between environments/servers). It also serves as a backup of the application.

Notes/hints:You can also use LCM to automate a task list import, again emphasizing that the Template approach helps to integrate planning best-in-class processes into Hyperion Planning.

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Optional: Essbase Data Load

►Double-click on D:\demos\hplan\data\loaddata.bat to load data into the application.

Open the 1. Income Statement data form to view the data loaded (change the Year to FY10).

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Code explanation: Essbase Data Load  

Using the loaddata.bat file, located in D:\demos\hplan\data, you are able to load data directly into Essbase. The command used is: essmsh "D:\demos\hplan\data\loaddata.msh" which calls the Essbase MaxL Shell command-line interface (essmsh) and uses the loaddata.msh file script. When editing the loaddata.msh file, the commands used are: 

login demoadmin demoadmin;import database hplan.Plan1 data from data_file 'D:\demos\hplan\data\data.txt'on error abort; logout;exit; 

  Means:

you log in to Essbase as demoadmin, you import data into the Plan1 cube of the hplan application using a file located in 'D:\demos\hplan\data\data.txt' and log out after the file is loaded.

Optional: Calculation Templates import

►From navigation, select Administer > Calculation Manager.

Expand the Planning > hplan tree to the Plan Type level and select File > Import.

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Click Browse to browse to the location where the hplan rules are stored (D:\demos\hplan\calcs folder).

Click Import..

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Highlight both calculations, right-click and select Deploy.

The Mix calculation is used with the 2. Product Mix web form and is set to Run on Save. The Spread calculation is used with the 3. Expense with Driver web form and is also set to Run on Save.

Talking points and Benefits:

Position Calculation Manager values:- Calculation Manager enables customers to create, validate, and deploy sophisticated

calculations to solve Financial Management and Planning business problems. You can use Calculation Manager to create any of these calculations:

o Allocate costs among entitieso Perform revenue modelingo Perform expense modelingo Prepare a Balance Sheeto Calculate cash flowo Calculate currency translation adjustmentso Calculate group and minority interesto Calculate deferred taxes

- Calculations are defined in the Workspace, using a single web interface to manage all kinds of calculations.

- No need to deploy packages to end users.

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- At this stage, you can open a calculation (the simplest one is the Mix calculation), and show how the rule uses a calculation flow chart and how a calculation is created. If you want something more sophisticated using an IF statement, open the Spread calculation.

Demo Flow explanation

► Select the first web form called « 1. Income statement ».

Data is entered at the lowest level of the Entity and Products dimensions by account and by month for Plan, Version1 and 2010. Show that no data exists in the YearTotal for operating expenses at this level.

► Select Products in the second dropdown and click Go.

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Operating expenses are only entered at the YearTotal level for total Products.These operating expenses need to first be allocated to products using a product mix % per entity, and then be allocated by month using an Expenses driver.

► Select the second web form called « 2. Product Mix » and collapse the form.

► Modify the percentages by product and entity at the YearTotal level.

On Save, the Mix calculation is run and Operating Expenses are allocated down to the lowest level of the Products and Entity dimensions.

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►Select the web form called « 1. Income Statement ». Select ProductA in the second dropdown and click Go.

Note that we now have data by entity and by product at the YearTotal level.We need to allocate these expenses to the monthly level using the next web form « 3. Expenses with Driver »

► Select the web form called « 3. Expenses with Driver »

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► Copy/paste data from YearTotal to the BegBalance > Version1 column.

► Modify the Spread Driver using the Smart List dropdown in the Spread column and click Save. The allocation is done automatically based on the Spread calculation.

(Hint: choose the Sales driver instead of the Prior Year driver).

► Return to the Income Statement web form; all data is now calculated and available.

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Notes:Goal of this demo is to quickly create an application in front of a customer.Now that the application is created, you can position Hyperion Planning values and benefits based on your customer’s requirements.

You can continue to use this application to demonstrate Hyperion Planning features:- Data Entry form features (grid Spreader, Adjust, Cell text, supporting detail, doc

attachment, etc.).- You can show how easy it is to create a web form on-the-fly.- You can create a task list based on the three web forms.- You can provision users (Henry and Carol), assign security, and demonstrate with these

roles.

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Demo Cleanup

► In Workspace, open Calculation Manager, expand Planning > hplan > Plan1 > Rules. Right-click and on the Mix and Spread rules and select Delete. Click OK when asked if you want to delete. Click OK when deleted.

► Select Administer > Classic Application Administration > Planning Administration. Select Delete Application, highlight the hplan application, click on the Delete Application button.

► Stop the Planning service. Run the Create User utility to create an empty repository. You will be able to reuse the hplan Data Source.