3. Key aspects of creating a planning application covered include setting the data source, application name, shared services project, and instance; defining properties like currency, calendar, and plan types; building out dimensions like Account, Entity, Period,

1. CHAPTER-1
PLANNING APPLICATION CREATION
Go to Web browser and type the URL as http://geoinsys:8300/HyperionPlanning/
AppWizard.jsp
From the Above URL:
Geoinsys: Name of the computer or Server name
8300: Planning default port number
It prompts the use to enter user name and password. User must have Planning Application
Creator role to create a Planning Application.
From Shared Services create a user and give the role as Planning Application Creator.
After authentication you can see the following screen;
1

2. Before creating a planning application you must create a Data source Name (DSN) for the planning
application. Which is nothing but a creating a connection between your planning application and
oracle database.
Note: You can create only one DSN for one Planning application.
You can do this job from Hyperion Configuration Utility.
Click on Create Application tab. You can see the following screen with following tabs;
Prerequisites:
 Create a Planning Project in Shared Services
 Create a Planning Instance and Data Source Name using Hyperion Configuration utility.
2

3. From the Select tab
1. Choose the Data Source (Ex:DSN2)
2. Give the Application Name (Ex:BoseApp)
3. Select Shared Services Project (Ex: PLANNINGPROJECT)
4. Select Instance (Ex:PLANINS)
Note: Application name should not exceed 8 characters.
3

4. You can see the selection made to the application in the following screen;
Click on Next you can see the Calendar tab screen;
Calendar settings determine the base time period and span of time for all scenarios of data in the
application. Monthly or Quarter or Custom
Note: For Custom time periods Fiscal Start Month and Weekly Distribution are disabled.
For monthly time periods, set how weeks are distributed in the months that makes up a quarter. I.e.
Even Distribution or 4-4-5 or 4-5-4 or 5-4-4.
What is Weekly Distribution?
For example there are 3 months namely Jan, Feb, Mar in Qtr1. Suppose I have given data for Qtr1.
Weekly Distribution method specifies that how the Qtr1 value is distributed among its children.
Suppose we have given Qtr1 value 100 if we select Even Distribution the values for Jan, Feb, Mar are
like this;
Jan = Qtr1/3; Feb = Qtr1/3; Mar = Qtr1/3;
4

5. If 4-4-5 => 4+4+5= 13 weeks per a Quarter
Jan= 4 * (100/13), Feb = 4 * (100/13), Mar = 5 * (100/13);
Specify the start year and month, and list the number of years to include in the application. The
fewer base time periods you establish, the more years you can include, not exceeding 100 years.
You can see the selection made for Calendar tab in the following screen;
Click on next to go to the Currency tab;
TIP: Selecting the default application currency adds the Currency dimension member to the
application, and sets the default currency for the Entity dimension member. If the application will
support multiple currencies at any time in the future, select yes for multiple currencies now. Select
Administration > Manage Exchange Rates to define exchange rates.
5

6. Click next to go to the Plan types tab;
Plan type tab is most important in creating Essbase databases. You can create up to 5 plan types for
a single application. In Which 3 are the user defined plan types and remaining two are the
specialized plan types (Workforce and Capital Expense).
Each Plan type is a database in Essbase.
For example Revenue Plan type is Revenue Cube or Revenue database under planning application in
Essbase. You can see this in later time.
For our example we are creating three plan types Ex: Revenue, Expenses, P&L;
Revenue plan type is for Revenue budgeting, Expenses is for Expenses budgeting and P&L is for P&L
budget;
Here we store Revenue in Revenue Plan type, Expenses data in Expenses Plan type and for
generating P&L budget we get data from Revenue and Expenses plan types;
You can see how to create plan types in following screen;
6

7. Click Next to go to the end of the application creation;
7

8. Click on Finish to verify whether your application is successfully created or not.
8

9. You can see the message the application is created successfully. If you want to create another
application you click on Here. Otherwise you can LogOff from the application creation wizard.
9

10. CHAPTER-2
WORKING WITH PLANNING APPLICATION
Go to Web browser and type the URL:
http://geoinsys:8300/HyperionPlanning/LogOn.jsp
You can see Hyperion Planning log on screen as follows;
From the Log On window enter user Name, Password and select the Application you to work with
then click on Log On
You can see the following screen which includes all the activities to fulfill the aim of planning
application.
10

11. Creating Planning Application in Essbase
Initially planning application profile information is stored in Relational Database (RDBMS). When ever
we do Create/Refresh from Administration -> Manage Database.
When we do Create/Refresh operation the following information will be moved from RDBMS to the
Essbase.
• Application Framework
• Dimensions, Dimension Members and Properties
• Exchange Rates (for Currency Conversion)
• Member Access (for Security Filters)
11

12. The following data still remain in the Planning RDBMS
• Data form design definitions
• Planning Units (for Process Management)
• Annotations ( planning unit, Account and Cell text)
• Supporting Details
• Process Management Workflow Status
Working with Planning Dimensions:
Go to Administration menu -> Dimensions menu item
You can manage all the planning dimensions from here only;
12

13. Note: A Planning application supports 20 dimensions only; In which 8 are System
Dimensions and 12 are the custom dimensions; (If it is a multi currency application)
IF it is non-multi currency application: 6 are system dimensions and 14 are the custom dimensions;
System dimensions for Mutli-Currency applications:
1) Account
2) Entity
3) Period
4) Year
5) Scenario
6) Version
7) Currency
8) Hsp_Rates
Note: For non-multi currency application last two dimensions are not generated.
Creating Account dimension members:
Select Account then click on Edit;
13

14. Click on Save to save the changes.
Select Account dimension from the dimensions list. Click on Add Child tab to add a account
dimension member.
After clicking on Add Child tab you can see a member properties window as follows.
14

15. From the window you can observe;
Property Value
Name Enter a name.
Description Optional: Enter a description.
Alias Optional: Select the alias table to store the alias name. Enter an alternate name for the
member.
For Account Select the account type.
members only:
Account Type
For Account If the account type is Saved Assumptions, for Variance Reporting, select Expense or Non-
members only: Expense. Designate the saved assumption as a revenue, asset, liability, or equity account.
Variance Reporting
For Account For Time Balance, select Flow or Balance.
members only: Time
15

16. Property Value
Balance
For Account For Exchange Rate Type, select an option.
members only:
Exchange Rate Type
For Account For Data Type, select a data type.
members only: Data
Type
Distribution Sets the weekly distribution. Available for leaf Account members if the option was selected
when creating the application and the base time period is 12 months.
Data Storage Select a data storage property used in building an Essbase cube. The default is Never Share
for new custom dimension members (except root members).
Two Pass Calculation Recalculate values of members based on values of parent members or other members.
Available for Account and Entity members with Dynamic Calc or Dynamic Calc and Store
properties.
For Entity members Select the Entity member’s base currency.
only: Base Currency
Plan Type Select plan types for which the member is valid.
Select an aggregation option for each selected plan type. You can select a source plan only if
multiple plan types are valid for the member. Only plan types and aggregation options for
which the member’s parent is valid are available. If the parent is not valid for a plan type or
aggregation option, neither is the child member. Deselecting a plan type for an account or
entity parent member deselects it for all descendents of that parent.
Caution!
Deselecting a plan type for dimension members after data is entered into applications may
result in loss of data when applications are refreshed. For account members, data is lost if the
deselected plan type is the source plan type.
Marked for Delete Clear to unmark the member for delete.
For Entity members Select the base currency for the Entity member.
only: Base Currency
For Account Select the source plan type for the member. A shared member is a pointer to the base
members only: member and is not stored in Essbase; this is disabled for shared members. The Source Plan
Source Plan Type Type of a shared Account member matches the source plan type of the base member, even
though Source Plan field is unavailable because it does not apply to shared members.
Smart Lists Optional: Select a Smart List to associate with the member.
16

17. Click on Save.
You can see the added member as NetProfit in the following screen;
17

18. Select NetProfit member and click on Add Child to add a member as children of the NetProfit.
18

19. Click on Save. `
You can see the add member as child for NetProfit.
19

20. We are adding a member as sibling for Total Revenue.
Select TotalRevenue member then click Add Sibling.
20

21. Click on Save.
Now we are going to add Children for TotalRevenue member. You can add children as earlier we
have seen.
Follow the below screens;
21

22. 22

23. 23

24. We have successfully built the Account dimension.
Now we will see how to build Currency dimensions.
Select Currency Dimension then click on Add.
Since it is a multi-currency application and we have chosen USD as application currency at the time
application creation using AppWizard, we can add number of currencies as Reporting Currencies.
24

25. Read following error message carefully.
25

26. 26

27. From the above screen you can select currencies from the list of available curreices then check
Reporting Currency check box;
You can see this in the following screen;
27

28. Click on Save to save the changes.
Note: If you want you can create new currencies by selecting Create New Currencies radio
box.
Now we will build Entity dimension;
Select Entity dimension from the list of available dimensions. You can see this in the following
screen;
28

29. Click on Add Child to add members to the Entity dimension.
Property Value
Name Enter a name.
Description Optional: Enter a description.
Alias Optional: Select the alias table to store the alias name. Enter an alternate name for the
member.
For Account Select the account type.
members only:
Account Type
For Account If the account type is Saved Assumptions, for Variance Reporting, select Expense or Non-
members only: Expense. Designate the saved assumption as a revenue, asset, liability, or equity account.
Variance Reporting
For Account For Time Balance, select Flow or Balance.
members only: Time
29

30. Property Value
Balance
For Account For Exchange Rate Type, select an option.
members only:
Exchange Rate Type
For Account For Data Type, select a data type.
members only: Data
Type
Distribution Sets the weekly distribution. Available for leaf Account members if the option was selected
when creating the application and the base time period is 12 months.
Data Storage Select a data storage property used in building an Essbase cube. The default is Never Share
for new custom dimension members (except root members).
Two Pass Calculation Recalculate values of members based on values of parent members or other members.
Available for Account and Entity members with Dynamic Calc or Dynamic Calc and Store
properties.
For Entity members Select the Entity member’s base currency.
only: Base Currency
Plan Type Select plan types for which the member is valid.
Select an aggregation option for each selected plan type. You can select a source plan only if
multiple plan types are valid for the member. Only plan types and aggregation options for
which the member’s parent is valid are available. If the parent is not valid for a plan type or
aggregation option, neither is the child member. Deselecting a plan type for an account or
entity parent member deselects it for all descendents of that parent.
Caution!
Deselecting a plan type for dimension members after data is entered into applications may
result in loss of data when applications are refreshed. For account members, data is lost if the
deselected plan type is the source plan type.
Marked for Delete Clear to unmark the member for delete.
For Entity members Select the base currency for the Entity member.
only: Base Currency
For Account Select the source plan type for the member. A shared member is a pointer to the base
members only: member and is not stored in Essbase; this is disabled for shared members. The Source Plan
Source Plan Type Type of a shared Account member matches the source plan type of the base member, even
though Source Plan field is unavailable because it does not apply to shared members.
Smart Lists Optional: Select a Smart List to associate with the member.
You can see this in the following screen;
30

31. Click on Save;
Now we add children for the India;
31

32. Click on Save. Like this you can number of children you want.
32

33. 33

34. 34

35. 35

36. Now we will build Period dimension
36

37. Note: I have not made any changes to the Period dimension.
Scenario Dimension:
Create 3 members under Scenario dimension;
 Actual
 Budget
 Forecast
You can see this in the following screens;
37

38. 38

39. 39

40. Version dimension:
We create two members for Version dimension;
 1stDraft as Bottom-Up
 2ndDraft as Target
 Final as Bottom-Up
Note: Any Version member as of two types; either Target or Bottom-Up
For Target version member we enter data at Parent level
For Bottom-Up we enter data at base level.
40

41. 41

42. 42

43. Year dimension:
Note: I have not made any changes to the year dimension because I have taken enough number of
years in creation of application using AppWizard.
Now we will create two custom dimensions;
 Product
 Employee
Note: We can create up to 12 custom dimensions;
To create custom dimension click on Add Dimension
43

44. Click On Add Dimension
tab
44

45. Click on Save
Add children to the Product dimension similar to the adding children to system dimensions;
45

46. Add children to the Employee dimension similar to the adding children to system dimensions;
46

47. Conclusion: Up to this we have successfully created all system dimensions and custom
dimensions
Manage Database
We have created dimensions and its members. Initially they are stored in Planning Relational
database (Ex: hypplan). When we do a Create/Refresh operation using Manage Database from
Administration menu all the plan types (Ex: Revenue, Expenses, P&L) are transformed as separate
databases in Essbase under Planning application (Ex: BoseApp) and gets stored in essbase database
(Ex: hypeas)
Before Create/Refresh operation:
Essbase:
You can BoseApp
planning application
with out any databases;
47

48. From Planning:
Go to Administration menu then select Manage Database menu item;
Check Database check box then click on Create (for the first time)
48

49. Note: At initial time we click on Create why because this is the first time we are creating the
databases in Essbase. From the second time onwards if you do any modifications to the Planning
Application (Ex: BoseApp) from the Planning Windows Client we de Refresh instead of Create.
From the Essbase:
You can clearly observe that new databases are created under planning application;
49

50. BoseApp is created
with databases
Expense, Revenue,
P&L
50

51. CHAPTER-3
WORKING WITH DATA ENTRY FORMS
In planning we enter data through web entry forms;
To create data entry form select Administration menu -> select Manage Data Forms menu
item
You can see this in the following screen;
You can see the following screen is displayed.
51

52. This Create is used to
create Folder in which This Create is used to
you data entry form is create new data entry
stored. form.
Note: First create Folder then create data entry form. Here I am creating RevenueForms as
folder and I am going store all data forms related to the Revenue cube in this RevenueForms
folder.
52

53. You can see the created RevenueFolder in the left side of the panel.
53

54. Click on this tab to create
new data entry form under
Select RevenueForms folder
RevenueForms
folder
You can see the Create window. Using this window we can create new data entry form.
54

55. Here I have selected Revenue Plan type
because Sales data is stored in Revenue
cube.
Click Next
55

56. Click on this
button to select
period dimension
members
I selected Period dimension in column and Account dimension in Row.
By clicking on member selection button you can see following screen which allows you to select
dimension members for this data form.
56

57. Product dimension member selection box.
Click on Submit
Like this you can select Account dimension members;
Click on Next to select Page, POV dimensions and its members; You can see these selection in
the following screen;
57

58. Click on Next to select Other options. At this time leave those options as tease. Then click on
Next, you can see a list of Business Rules. Leave this tab then click on Next to see the
Preview of your data form.
58

59. 59

60. Now you will see your created Web entry form.
60

61. 61
Click on SalesForm to see the Sales data form;
ms
ueFor
Reven u can see
Select o
then y ms
folder r
d data fo r
list of n that folde
i
stored
ueFol
r
we
orm is
er
Reven
in
ha ve c
which eated
SalesF

62. Revenue database
Note: This data form tied up with
these cells.
Expense so we can not enter data for
Since Cogs source plan type is
Now I am entering data for the following combinations;
HYD -> Mixy -> Local ->FY07 -> Actual -> 1stDraft->Jan ->Sales
HYD -> Mixy -> Local ->FY07 -> Actual -> 1stDraft->Feb ->Sales
HYD -> Mixy -> Local ->FY07 -> Actual -> 1stDraft->Mar ->Sales
You can see this in the following screen;
62

63. I am creating one more data entry form to enter data for Cogs; You can see this in the following
screen;
63

64. Since Cogs data stored in Expense cube so I have selected Expense plan type.
64

65. 65

66. 66
values in SalesForm.
Now we enter data for Cogs, we can view these values in SalesForm but we can not modify these
Since Sales data stored in Revenue cube,
so here we can not data for this member.
Here we already entered data for Sales in
Sales form that’s why these values are
displayed.
You can see created data form as follows;

67. cube in Essbase.
these values in Expense
Cogs, click on Go to store
We just entered data for
After clicking on Go you can see the message “The data has been Saved”
Now open SalesForm from RevenuForms folder. You can see the difference; i.e the data which
you have entered in CogsForm are displayed in read form in SalesForm and Viceversa..
67

68. Exporting data entry forms to the Spread Sheet Add-In
You can export these data entry forms to the spread sheet Add-In so that you can enter data
from excel sheets;
Step1: Select the data entry form which you want to export.
Step2: go to File menu -> select Spread Sheet Export
Step3: give the file name and path to store you exported data form
Step1:
68

69. Step2:
69

70. Step3:
Click on Save
70

71. Now open your exported data entry form in Micro soft Excel:
To see data for these combinations go to Essbase menu -> select Retrieve. It prompts the user to
select Essbase server , Application and database.
In our example Server Name: localhost
Application: BoseApp
Database: Revenue
71

72. Click on OK to see the data for these member combinations;
72

73. 73

74. CHAPTER-4
MANAGE EXCHANGE RATES
We have entered data for Indian cities. Since India base currency is INR; some users want to see
their data in reporting currency;
Here I am creating Exchange rate table that contains exchange rate for USD;
I USD = 52.5 INR;
Planning automatically creates currency conversion calculation scripts in the form Business rules; if
we run these business rules, base currency values are automatically converted to the reporting
currencies.
You can see how to create exchange rate tables in the following screens;
74

75. 75
Click on Create to create a new
Exchange rate table;

76. Click on Save.
76

77. 77
Click on Edit to
enter the exchange
rate values

78. Click Next
78

79. Click on Save then Close.
79

80. Manage Currency Conversion
80

81. Click on Next
81

82. Click on Save.
Now you must assign Exchange rate table to the Scenario dimension;
82

83. 83

84. Select Actual and click on Edit;
84

85. Click in Save to reflect the changes.
85

86. Now any changes to the Dimensions should be reflected on Essbase:
Go to Administration -> Manage Database
86

87. 87
Click on Refresh to reflect
changes made to Dimensions on
Essbase

88. Now assign Business rules to appropriate data entry form the Data entry form
Here I am assigning the business rules to the SalesForm;
Go to Administration menu -> select Manage Data Forms
88

89. Select SalesForm from Revenue Folder then click on Edit
business rules
Click on Edit to assign
89

90. Go to Business Rules tab
90

91. Select left side two business rules one by one then click on right arrow to move;
Click on Save
91

92. Now open your SalesForm;
Double click on Revenue – HspCRtB
Double click on Revenue - InrToUsd
92

93. From the 1st double click you can see the message like this;
93

94. From the 2nd double click you can see the message like this;
94

95. Before Launching Business Rules:
Currency: Local
95

96. 96
You can clearly observe that
INR values converted to USD
Currency: USD
After Launching Business Rules:

97. Another way of Launching Business Rules:
97

98. Up to this Currency Conversion is Over.
98

99. CHAPTER-5
PLANNING SECURITY FILTERS
There are different levels of security
• Task Level Security
• Object Level Security
• Data Level Security
We can give Task level roles from Shared Services (Not in the Planning); The following are the
Task-level roles;
Role Description
Power Roles
Administrator Performs all application tasks except those reserved for the application owner and
Mass Allocate role. Creates and manages applications, manages access permissions,
initiates the budget process, designates the e-mail server for notifications.
Application Owner Reassigns application ownership.
Mass Allocate Accesses the Mass Allocate feature to spread data multi-dimensionally down a
hierarchy, even to cells not visible in the data form and to which the user does not
have access. Any user type can be assigned this role, but it should be assigned
sparingly.
Analytic Services For planners and interactive users: Grants users the same access permissions they
Write Access have in Planning to Planning data in Essbase. Enables users having write access, to
change Planning data directly in Essbase using another product such as Financial
Reporting or a third-party tool.
Interactive Roles
Interactive User Creates and maintains data forms, Smart View worksheets, business rules, task
lists, Financial Reporting reports, and Oracle's Hyperion® Application Link adapter
processes and flow diagrams. Manages the budget process. Can perform all Planner
tasks. Interactive users are typically department heads and business unit managers.
Planner Roles
Planner Enters and submits plans for approval, runs business rules and Oracle's Hyperion®
Application Link flow diagrams. Uses reports that others have created, views and
uses task lists, enables e-mail notification for themselves, creates data using Smart
View.
View Roles
View User Views and analyzes data through Planning data forms and any data access tools for
which they are licensed (for example, Financial Reporting, Web Analysis, Smart
View). Typical View users are executives who want to see business plans during and
at the end of the budget process.
Creating new user in the Shared services;
LogOn http://geoinsys:58080/interop/index.jsp
99

100. 100

101. Click on Finish;
101

102. Provision user with specific role;
102

103. Select Planner role then click on Right arrow button;
103

104. You can see the selected user in the right side of the Panel;
Click on Save;
Now HYDS
Now Logoff and Exit from the Shared Services;
104

105. Now Logon to Planning:
http://geoinsys:8300/HyperionPlanning/LogOn.jsp
Object Level Security
Here some of the planning objects are:
• Data entry forms
• Task lists
• Business Rules
Now as an Administrator I am assigning SalesForm to the user HydSalesManager so that he
can able to enter data for SalesForm;
You can how to assign a user to particular data entry form;
105

106. 106
Click on Assign Access

107. 107
Click on Add Access

108. Select the user HYDSalesManager and give access as Write
Click on Add
108

109. You can see the following screen;
Click on Close
User HYDSalesManger is now eligible to Access SalesForm. Even though he is eligible he could not
enter data for Sales due to lack of Data-Level security;
To make the user to enter data for sales you do the following steps;
109

110. You can do this job from Administration -> Dimensions
Note: Keep in mind the members of the SalesForm while giving data-level security;
110

111. 111
Select Sales and click on
Assign Access

112. 112
Click on Add Access

113. Click on Add
Like this add access for members of SalesForm;
Account: Sales
Scenario: Budget
Version: 1stDraft
Entity: HYD, CHN, BNG
Note: You can assign access for only following dimensions;
 Account
 Scenario
 Version
 Entity
For other dimension members you can not find Assign Access option.
113

114. Now we have to create security filters.
114

115. HYDSalesManager
security filters for
Click on Create to create
You will get a message that “Security Filters have created successfully”
115

116. Create new data entry form to enter Budget sales data. I am creating SalesBudForm data entry
form under RevenueFolder. You can follow similar steps of creating SalesActForm
Newly created SalesBudForm is;
Up to this we have successfully maintained the Planning Security;
Logoff from the Administrator user (i.e. admin)
Note: Before logging off you should check whether your application is in maintenance mode or not;
Go to Administration -> Application settings. Change Application Maintenance mode from
Administrator to All Users
You can see this in the following screen;
116

117. Click on Save to save the changes;
Checking whether security filters for HYDSalesManager are successfully created or not;
117

118. LogOn to Planning with HYDSalesManager credentials;
http://geoinsys:8300/HyperionPlanning/LogOn.jsp
Here Password is password which you have created in Shared Services;
118

119. login.
HYDSalesManager
You can see
If you observe clearly you can find that there is no Administration menu; Because we have given
the role Planner for this user. So he has provided some responsibilities for this role;
Those are
Planner Enters and submits plans for approval, run business rules and Oracle's Hyperion®
Application Link flow diagrams. Uses reports that others have created views and
uses task lists, enables e-mail notification for themselves, creates data using Smart
View.
119

120. CHAPTER-6
PLANNING PROCESS MANAGEMENT
Heart of the Planning is Process Management;
What is Process Management?
You can track budgets and review status, process issues, and planning unit ownership using
Planning units. Budget cycle time is reduced:
● Users can approve planning units from any process state
● Approval path is independent of organizational structure
● Exceptions and problem areas are highlighted
● Audit information includes annotations and process status
● Reviews include annotations and comments
Planning Units
Planning units are combinations of scenario, version, and entity. Scenarios and versions are the
basis of the review cycle. Entities submit planning data for a scenario and version. For example,
a planning unit might consist of a version (Best Case), an entity (New York), and a scenario
(Actual).
You start, view, and promote planning units, and view a history of the budget review process
and user annotations. Planning units have six states:
Not Started: Budget administrators can initiate the review process using the Start action.
First Pass: Users with access permissions can enter data and promote planning units.
Under Review: Only the current owner or budget administrators can modify data.
Signed Off: Only the current owner or budget administrators can modify data.
Not Signed Off: If planning units are rejected, only the current owner or budget
administrators can modify data.
Approved: After planning units are approved and the budge is complete, the budget
administrator becomes the owner and can modify data. With multiple budget
administrators, management of the planning cycle requires coordination among
administrators. Administrators can reject planning units that are approved.
In all states except Not Started, users with read access can view process state, history, data, and
view and enter annotations.
Starting the Review Process
Budget administrators begin the review process by selecting a planning unit and starting it.
Budget administrators can select all planning units or a subset of planning units. The Start action
changes the state of the planning unit to First Pass. Budget administrators can exclude some or all
entities from the planning unit.
To start planning units:
120

121. 1 Select File > Workflow > Manage Process.
2 For Scenario, select a scenario.
3 For Version, select a version.
The scenarios and versions displayed are enabled for process management.
4 Click Go.
5 Select Start next to the entity to start.
For budget administrators, the Entity list can be displayed as a tree or a flat list. In tree view, you
can expand the hierarchy. In flat list view, you can click a column header to sort the list.
6 Optional: To remove planning units from the planning process or from being tracked in the
system, select Exclude. After administrators exclude planning units, all associated annotations and
history are discarded. Planning unit status is returned to Not Started and the owner is set to No
Owner. Data values are retained.
Working Scenario:
In our example I am creating 6 users;
1. HYDSalesManager: He can enter HYD budget sales data and submits data to South level
manager for approval
2. CHNSalesManager: He can enter CHN budget sales data and submits data to South level
manager for approval
3. BNGSalesManager: He can enter BNG budget sales data and submits data to South level
manage for approval
4. SISalesManager: South India Budget sales manager, he can accept data from south branches
(like HYD, CHN, BNG) and submits data all at once to India level manager.
5. INDSalesManager: India level manager receives data Sales budget data from South India,
North India; finally he submits data to the Administrator.
6. BudAdministrator: He is the Budget Administrator who accepts data as country level. Finally
approves/rejects the data.
Step1: Create users in Shared Services. Provide Planner role to the all users except Budget
administrator. (Nothing but Task-level security)
Step2: From Planning assign data entry forms to the Users (nothing but Object-Level security)
Step3: From Planning assign appropriate dimension members to the each user (nothing but Data-
Level security)
Shared Services:
121

122. http://geoinsys:58080/interop/index.jsp
Create 6 users:
122

123. Provision 6 users with Planner role except BudAdministrator
Give Administrator role for BudAdministrator
123

124. 124

125. 125

126. 126

127. Up to this we have successfully created and assigned appropriate roles the users. You can Logoff
from the shared services:
Login to planning:
Edit Data entry for SalesBudForm with new members as follows;
Entity: Add India with member formal Decendents
127

128. Click on Submit and Save;
128

129. Here you can provide Object and Data level securities to the users;
Earlier we have provided Object and Data-Level security for the user HYDSalesManager. Similarly
provide object and data level securities for the remaining users.
Note: we no need to provide Object and Data level security for BudAdministrator because we
have given the role Administrator to him so that he can access all the objects for that application
and he can do any operation on the that particular application except provisioning the users. Means
that Provisioning Manager role is diff from Administrator role.
From page no (105 – 119) I have created object and data level security for HydSalesManager, so
you no need to create for him. You create remaining users in the same manner;
Note: For entity dimension give access in the following manner;
HydSalesManager: HYD
ChnBudSalesManager: CHN
BngBudSalesManager: BNG
SIBudSalesManager: HYD, CHN, BNG
IndBudSalesManager: SI, NI,
129

130. I have assigned SalesBudForm for users as follows:
Up to this object level security is completed:
130

131. I have given Data-Level Security for Account dimension -> Sales member as follows;
131

132. I have given data level security for Entity dimension -> India member as follows;
132

133. 133

134. For Entity -> SI
Click in Add
134

135. 135

136. For Entity -> CHN
136

137. For Entity -> HYD
137

138. For Entity -> BNG
138

139. For Scenario -> Budget member
139

140. For Version dimension -> 1stDraft member
140

141. Now we must create security filters for the users;
Go to Administration -> Manage Security Filters
Click on Create
You will get a message that “Security filters have created successfully”
Up to this we have successfully created all levels of security for all the process
management users;
141

142. Now onwards process management starts;
Login with all users;
BudAdministrator:
142

143. SIBudSalesManager
143

144. HYDSalesManager:
144

145. BngBudSalesManager
145

146. ChnBudSalesManager:
146

147. IndBudSalesManager
147

148. BudAdministrator is the only person can start Process management;
148

149. Select the Scenario and Version
Click on Go
149

150. Start SI children : CHN, HYD, BNG
When I select radio boxes for CHN, BNG, HYD its status changed from Not Started to First Pass
150

151. Now ChnBudSalesManager can enter sales budget data;
ChnBudSalesManager‘s part
Enter Sales budget data for CHN
151

152. Submit budget data to SIBudSalesManager
152

153. Select Scenario and Version
Click on Go
153

154. Click on Details.
154

155. Click on Change Status
You will get following screen;
155

156. Select Action as Promote and Owner as SIBudSalesManager;
156

157. Click on Submit;
157

158. CHN Budget sales data has successfully moved to South level manager. So this planning unit
Budget -> 1stDraft -> CHN is under review process;
Click on Done
158

159. Current owner changed from ChnBudSalesManager to SIBudSalesManager;
Now control is at SIBudSalesManager;
Note: Now ChnBudSalesManager can not change data that he has already submitted to next level
user; If South level manager rejects the data then only he can modify the data;
LogOff ChnBudSalesManager.
159

160. Similarly submit HYD data to the South level manager;
HYDSalesManger’ s part
Login HYDSalesManager
160

161. Enter Budget Sales data.
Click on Go to save the data
161

162. Submit HYD to South level manager (SIBudSalesManager)
162

163. Select Scenario and Version;
Click on Go
163

164. Now status is First Pass
Click on Details
164

165. Click on Change Status
165

166. Select Action: Promote, Next Owner: SIBudSalesManager
Click on Submit.
166

167. Click on Done
167

168. Now HYD Sales budget data successfully moved to South level manager for review and Approval;
Note: Chennai sales manger can not change data until South level manger rejects the planning
unit;
Log off from the Chennai Sales manager;
168

169. Now submit BNG data to South level manager;
Log in as BngBudSalesManager
169

170. Enter data;
Click on Go to save data.
170

171. Select File -> Workflow -> Manage Process
171

172. Select Scenario and Version
Click on Go
Then click on Details -> Click on Change Status
Select Action: Promote NextOwner: SIBudSalesManager
Click on Submit to submit Bangalore sales budget data to the south level sales budget manager.
Log off;
172

173. Now this is the time for South level sales manager to submit South level data to the India level
sales manager;
For this the children values should be aggregated to the SI level; For SIBudSalesManager must run
a business rule to aggregate data values;
Note: Here I am created a business rule SIBudAggRule for this purpose. At this time I am
leaving how to create business rule. Does n’t worry; you can learn this at latter time.
Note: Assign SIBudSalesManager to the Business rule SIBudAggRule, so that he can run this rule
from the Planning web client.
We can do this job from the EAS (Essbase Administrative Services)
Double click on this
Rule to open
173

174. You can see the following screen;
Click on Access Privileges tab
174

175. Click on Add button
175

176. Select SIBudSalesManager from the available users the click on “>”
176

177. Click on OK
177

178. Click on Save then Click on Close
178

179. Now open Planning web client and Log in as SIBudSalesManager
Before giving access to Business rule SIBudAggRule
179

180. After giving access to the business rule in the Essbase Administrative Services:
Note: You can not see the business rule SIBudAggRule;
Remedy: Log in as admin in the planning web client;
180

181. 181

182. 182

183. Click on Edit
183

184. Click on Business Rules tab
184

185. Click on Right arrow;
185

186. Click on Save
Log off from the Admin
186

187. Log in with SIBudSalesManager
values for SI.
observe that there are
You can clearly
You can see
SIBudAggRule
Note: To role up values to the parent level double click the Business Rule SIBudAggRule
187

188. 188

189. Click on Close
189

190. 190
Click on Refresh button to
see the parent level values

191. After Refresh
Now submit these south level values to the India level sales budget manager;
191

192. File -> WorkFlow -> Process Management
192

193. Select Scenario: Budget Version: 1stDraft
Click on Go
193

194. Submit CHN, HYD, BNG, SI sales budget data for the first quarter of the FY08 year to the India
level sales budget manager;
Click on Details for CHN
194

195. Click on Change Status
195

196. Select Action: Approve Next Owner: IndBudSalesManager
Click on Submit
196

197. Similarly Submit HYD, BNG, SI values;
Note: If you submit children values the parent values automatically submitted to the same owner
In our example SIBudSalesManager submitted it’s children values (CHN,BNG,HYD) to the
IndBudSalesManager implies SI values are automatically submitted to the same owner.
197

198. Log off;
198

199. Log in as IndBudSalesManager
Clearly observe that there are no values for India level;
You can not find business rule for that purpose;
Now I am creating business rule as IndBudAggRule. Do not worry about business rules you can
learn this in the Working With Business Rules chapter later.
199

200. After assigning IndBudAggRule to the IndBudSalesManager
against the data form
runs the business rules
values because he not yet
There are no India level
You can see the
rule here
Now double click on IndBudAggRule
200

201. Click on Close
201

202. 202
Click on Refresh
button

203. You can see the India level calculated values;
203

204. Now submit the India level values to the BudAdministrator for the Approval.
204

205. Select Scenario: Budget Version: 1stDraft
Click on Go
205

206. Submit all the entity values to the BudAdministrator for the Approval
Start with CHN …… End with India
Click on Details for CHN
206

207. Click on Change Status
207

208. Promote values to the BudAdminstrator
Click on Submit
208

209. Click on Done
209

210. Now CHN planning unit is Under Review by the BudAdministrator
Similarly submit all the remaining entity values to the BudAdministrator for the approval
Note: After submitting the Entity sales budget values of CHN, HYD, BNG, their parent values (i.e.
SI, India) values are automatically submitted to the BudAdministrator
210

211. Log off;
211

212. Log in as BudAdministrator
212

213. Select Scenario: Budget Version: 1stDraft
Click on Go
213

214. Change the Process Status fron Under Review -> Approval for India
For that click on Details for India
214

215. Click on Change Status
215

216. Click on Submit
216

217. Click on Done
Note: If parent approved children automatically approved.
In the above India is approved hence their children SI, its children CHN, BNG, HYD are
automatically approved;
You can see this in the following screen;
217

218. Up to this one planning life cycle is completed for the Scenario: Budget Version: 1stDraft
Note: If Budget Administrator Rejects the Planning Unit then planning unit again goes back to the
India level manager.
218