1. 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
2. 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
3. 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:demoshplan 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.
6. 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.
7. Application Database:
Database Platform = Oracle
Server = bidemo
Port = 1521
Database = orcl
User = hplan
Password = hplan
Essbase Server:
Server = bidemo
User = demoadmin
Password = demoadmin
8. 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 = hplan
Application Name = hplan
Shared Services project = Planning
Instance = Default
Calculation Module = Calculation Manager
Base Time Period = 12 Months
Fiscal Start Year = 2009
9. Start Month = January
Even Distribution
Total Years = 5
Use Currency and USD as default currency
Select only one Plan Type called Plan1 (important: do not rename the Plan Type)
10. 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.
11. 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
12. 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.
13. ►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.
14. ►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
15. 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:demoshplanSmartListcommand.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:ORCLMWuser_projectsepmsystem1import_exportdemoadmin@Native Directory
SpreadMethods" /s /q
This command removes the Directory (rd) SpreadMethods if it exists under the LCM File System.
D D:3ps7-Zip7z.exe x "D:demoshplanSmartlistSpreadMethods.7z"
-o"D:ORCLMWuser_projectsepmsystem1import_exportdemoadmin@Native Directory"
*.* -r
The .zip file called SpreadMethods.zip, located in d:demoshplanSmartlist, is then extracted to a
LCM Shared Services File System under: D:HYSLcommonimport_exportdemoadmin@Native
Directory.
D:ORCLMWuser_projectsepmsystem1binUtility.bat
D:/demos/hplan/Smartlist/MigrationDefinition.xml
Finally, 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:demoshplanSmartlistcommand.bat
to the beginning of the D:demoshplanmetadataall_dimensions.bat file.
16. Templates import: Metadata
►Double-click on D:demoshplanmetadataall_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:demoshplanmetadata 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.
17. Code explanation: Metadata management
When you edit the all_dimensions bat file under D:demoshplanmetadata, you can see that
dimensions are created in the Planning relational repository in the following order:
Currency dimension
Exchange Rate tables called Actual_Rates, Budget_Rates and Fcst_Rates
Account dimension
Entity dimension
Year dimension
Scenario dimension
Version dimension
Products 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:ORCLMWuser_projectsepmsystem1Planningplanning1OutlineLoad.cmd
-f:d:demoshplanpassword.txt /A:hplan /U:demoadmin /M
/I:d:demoshplanmetadataCurrency.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.
18. - 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:demoshplanwebformsimportwebforms.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:demoshplanwebforms, contains commands used to
upload the three web forms into the Planning relational repository.
cd D:orcl/mw/demoshplanwebforms
First, you change the current directory to the one where the web form definitions are located.
FormDefUtil.cmd -f:D:ORCLMWdemoshplanpassword.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 :
19. FormDefUtil.cmd -f:D:ORCLMWdemoshplanpassword.txt import “1. Income Statement.xml”
epmdemo demoadmin hplan
FormDefUtil.cmd -f:D:ORCLMWdemoshplanpassword.txt export -all epmdemo demoadmin
hplan
FormDefUtil.cmd -f:D:ORCLMWdemoshplanpassword.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.
20. Optional: Essbase Data Load
►Double-click on D:demoshplandataloaddata.bat to load data into the application.
Open the 1. Income Statement data form to view the data loaded (change the Year to FY10).
21. Code explanation: Essbase Data Load
Using the loaddata.bat file, located in D:demoshplandata, you are able to load data directly into
Essbase. The command used is: essmsh "D:demoshplandataloaddata.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:demoshplandatadata.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:demoshplandatadata.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.
22. Click Browse to browse to the location where the hplan rules are stored (D:demoshplancalcs
folder).
Click Import..
23. 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 entities
o Perform revenue modeling
o Perform expense modeling
o Prepare a Balance Sheet
o Calculate cash flow
o Calculate currency translation adjustments
o Calculate group and minority interest
o 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.
24. - 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.
25. 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.
26. ►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 »
27. ► 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.
28. 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.
29. 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.
