Sunday, September 14, 2008

Learn Hyperion Planning

Today we discuss something related to Hyperion Planning.
Hyperion Planning is a part of Hyperion Enterprise performance management applications.
Lets first understand the architecture of Hyperion planning. Hyperion Planning applications sits on top of hyperion planning foundation which uses Hyperion essbase calculation Engine.
This hyperion planning foundation takes care of all the planning and budgeting workflows, creating and applying the business rules, managing user forms, managing various business models for example P&L, Balance Sheet, Cash flow, Workforce planning and Capital Expenditure plans and also some operational planning models like sales and marketing plans etc. Now the interactive users can access and manage this using either Hyperion Workspace which is a web component or Microsoft Excel Add in.
If you ask me why we use hyperion planning, my answer would be to perform whatever I have mentioned in Planning foundation. Other than this the need of Hyperion planning comes in when you want to manage your planning, budgeting and forecasting workflows which generally are very complex.
Most of the companies use Excel to handle this but you know these excel sheets are just scattered peices of a book which are very difficult to manage and consume lot of our time.
Budget and forecasting are generally an iterative proess which means there are levels of hirarchies involved and the allocation of budget from the top, its distribution among the levels and again its consolidation from lower level to the top level is really a very complex task and should be managed using a workflow.

Some of the features are:
1. It uses multidimentional data structure which is powered by Essbase calculation Engine for data collection and Analysis.
2. Web based user data entry forms which users themselves can create.
3. Users can set their targets online and can do bottom-up planning.
4. Ability to create complex models using business rules.
5. Currency conversion feature for multi currency applications.
6. Ability to create complex models.
7. Users can create task lists which enables them to understand the status of their tasks.

Hyperion Planning uses a relational database to store its metadata and other details like cell annotations or text etc. Also it uses Essbase to store its cube dimensions and members. Hence to run Hyperion planning your database which you have configured for planning and Essbase both should be up and running.

You can create Planning applications using either EPM Architect or Classic Application wizard. In both the places the menus and the options available are different. Classic application wizard is only for creating Hyperion planning applications but EPMA can be used to create Planning as well as HFM applications. EPMA consists of Application library and Dimension library and Calculation manager and can be launched from Hyperion workspace.
Classic Application wizard is the only one which I tried and it is more easier to understand and it created the application alongwith the Essbase application and all the dataforms automatically.

Here I will be disucussing more on the concepts which are not there in Oracle by example document.

For the complete steps and procedure, you can refer Oracle By Example- Planning also.

The various steps involved in creating an Application using Classis application wizard are-
Go to planning administration to create an application.

1. Creating a datasourse- An Essbase database alongwith the outline will be created for this purpose and information related to this application will be stored in the relational database also.
To populate the data you need to manually upload data into the Essbase cube.

Hence as I said earlier, for your application to run, both the databases should be up and running.

2. Now we need to define the settings for the application.

This is the most important stage in terms of understanding what does an application contains and how does it works.
The Classic application wizard allows you to select the defaults and directly create an application but we will try to discover each option and try to understand its meaning.
(a) Calender-

Base Time period- This basically makes an application understand how an Year in our application is distributed. You can choose from options like 12 Months or Quarters. If you want to define a customized time period, you can do that as well. But once an option is selected, it cannot be changed once the application is created. Here the months or quarters automatically roll up to the year level.
Now for the base time period defined we need to select the starting month and fiscal start year which again cannot be changed. However more years can be added.
Under weekely distribution, you have options to define how one quarter is divided. We understand that a Quarter has 13 weeks(52/4) and the options we can choose for the quarter distribution are 4-4-5, 4-5-4 or 5-4-4.

(b) Plan Types- You want to have different plans for your application and you can define upto 3 plan types for your applications.
For each plan type you select, Hyperion creates an Essbase cube for that plan under the same application node and data stored in one plan type is shared with another plan type.

(c) Currencies- For applications which needs to have different currencies, you can select the currencies you may need to have. Hyperion creates an extra dimension with the name HSP_Rates in Essbase and currency calculation script which holds the conversion rates for those currencies. The application has one default currency and all other curriencies will be calculated based on the currency conversion rates values.

To Be continued...Will update it soon

Today Lets take a look at how Hyperion planning looks like and how to create an data entry form.
If you want to create data forms manually, you can do that.
Log on to Hyperion planning.

Navigate to the folder where you want to save your form.

above you will see a create button. click on create.

First tab will be gereral properties where you will type the form name.

After that the next column is Rows and columns.

Select your rows and columns from the select button after every row or column.
You will see a list and select from that.

Here we need to understand what are we selecting in our rows and columns. I did not do that before and hence adding that to make you understand the concepts.

There are six predefined dimensions available which are required to create any application-

1. Period and Year- Period dimension allows you to define your time periods like starting year and end year for the application. upto 100 calender years can be defined and once application is created you cannot delete the years or reduce them however you can add more years to it.
You also define the distribution of a year.

2. Scenario- It describes the type of plan you are creating like actual, budget or forecast.

3. Version- You may have a need to have different versions like Working and Final, best and worst case etc.

4. Entity- These are generally different regions, departments, cost centers etc of an organisation for which you want to create the plans.

5. Accounts- The account dimension defines the data to be collected from the entities. for example- Expense accounts, P&L accounts etc.

These dimensions are required to create any planning application.

Other than this there are 14 user defined dimensions like products, channels or customers which you can use in a planing application. There is a limit of 20 dimensions which a planning application can have.

will discuss other dimensions soon...

After you select them they will appear like this.

If you wish you can create POV (Point of Values) for your form, you can select any dimension which is not a part of row or column dimension. POV will basically allow you to select the dimension members from the list for example if you are creating a plan for best and worst scenario, you can select this in the POV and while entering the information in the data form you can select whether you want to enter the info for Best case or Worst case.

Just look at the options available in other options tab

Click on preview or finish. The form is ready and will look like this.

So its really simple and guided.

That's it for today. Lets see if I get some more things on this and i will post them as well.

Manohar Rana


Desai said...

Thanks for sending, please update whatever related Hyperion

Neha said...

Hi Manohar,

Can I create a report that has the task list status (for the tasks in a task list) for all users who use task lists?


Neeraj Verma said...

Hi Manohar,

Description is good but what was more important to explain was what is POV and some functional input with an exmple.I hope you will come out with more stuff on planning.Thanks for the this tutorial now I can create form.

Mala said...

Hi Manohar,

I have gone through your hyperion planning. Its very helpful.
Just now i have started working with hyperion. I have installed and configured hyperion system 9 BI+. I can login shared services and essbase with admin/password. But i cant able to login workspace.
I need to create an application to work with hyperion planning.

1.Is there any default username and password for workspace?
2.If not what are the steps to create login and password for workspace?

Manohar Singh Rana said...

Neha- I am not good in Planning as I am new to planning. But I have seen tasks list for the users created in Planning hence I can say you can create them. Here I dont know whether they are pre-built or you have to create it.

Neeraj- Thanks for raising your concern. Next time i will try to be more specific and descriptive. Good to know that you can create form now. Play with it and if you find something new or interesting, do share it with us.

Mala- Which version you are trying to install. Iguess it would be 9.3.1. The default username and password is correct(admin/password). I would suggest-
1. make sure you have installed all the components.
2. check if the services are ok.
3. try to reconfigure again.
4. Provision admin with all the roles.
let me know your findings. however you can try 11.1 also and I installed 11 couple of times and workspace works well in all the cases.

Venu said...

Hello Rana,
Really i appreciate your effort putting everything at one place about hyperion software tools.

Really this is very useful to novice to hyperion.

Please could you provide any documentation or step by step installation of Hyperion Tools like
Essbase on Windows.

It would be gr8 if you send me the docs how to install Essbase and use of it.

mahesh said...

hi manohar,

1.can tell me about the budgeting and forecating and actual data.
how is the process of entering the data? (can you tell me in businessw point of view i.e who enters the data first and who will aprove so and so information) many members and what are the members does the scenario dimension contains as well as version dimension?

3.How to controll the bugetiong process?


mahesh said...

Hi manohar,

i have created a web form in that i have used user variables to select the members dynamically and then i import this web form into smart view for office but i don't know how to select user variables in smart view for that web form.


sri said...

hi manahor,
Explaination is really good,but what matters is if u can explain first the major pre-requisites like installing essbase & planning software so that we can have a good idea what are the components exists n we can go through ur screen shots very easily.Already ur helping out much but if u can help a bit more we can be so thankfull to u.
I'm sorry if i offended u.
take care,

Santha Priya said...

Hi Manohar

I have created a data form. i could enter data and save it too.. but once i give save the entered data goes of. how do i see the data entered in my form. Could you please let me know.

thanks in advance

mahesh said...

what are major differences between Essbase 7.X,9.X and 11.x?

Anonymous said...

I loaded data in essbase. I created a web form but i am not able to see the data in the web form. What can be the issue?

teddypal said...

hi manohar,

your hyperion planning session is really useful.thank you for it.can you help me the same way about hyperion score card??.i like to know how to install it and how to make a score card in it.i hope you will help thanks in advance


Manohar Singh Rana said...

Hi Teddypal,
Thanks for your comments.
Till now even I have not trie my hands on Scorecarding because I look after Hyperion Essbase and BI+ only.
However, I am very soon going to do that.
Keep reading and I will try to post it.

Anonymous said...

Hi Manohar,
I am investigating Hyperion Planning for one of my assignments and hence sort-of new to it. I am unable to locate "Data forms" from my workspace. I do not see anything on my navigation bar. can you please guide me?

mir said...

Hi Rana
Thanks for helping us in Hyperion. You dint tell about business rule in create data form, is it optional to give a business rule for data form or not? Because i am creating a business rule and launching it and adding it with the data form. I am not getting the data in preview or after finish, only thing i was getting is the table format of Rows and columns of dimension but the data in the particular field is blank help me out please
thank you


mahesh said...

HI manohar,
I am using HAL(vignette business integration studio) for loading bulk meta data.
1.By using HAL can i load data values into planning cube?
2.if possible can you tell me the process?
3.if there is any process other than this can you tell me the way how to do that?
I am asking this for loading actual data.


Anonymous said...


Appreciate your time and valuable knowledge sharing.

I just want steal some of your planning knowledge, my question is what kind of functionality does hyperion planning gives to the business when they can do this in excel.

Does planning only for budgetting and forecasting, does this do any What if analysis?

For example i just want to maitain my margin to same by using different percentages. can i do this in planning...

can you please give more functionality of planning.


magicofimagination said...

Hi Manohar,

I am planning to take Hyperion Planning/MDM training in and around Mumbai/pune. Would you know of any. I already had exp in HFM but havent been in touch for the last 6 months.
Any help would be appreciated.


K said...

Hi Manohar,

I was migrating a pre system 9 (v3.5) planning application to system 11. Everywhere I have read on the blogs and forums, the migration path should be v3.5 ->System 9 -> System 11.

I have been able to migrate the application from 3.5 to System 11 directly without much hassles. Just wanted to know when so we have to take the migration path v3.5->System 9->System 11?


anky_10 said...

Hey Karan,
I am installing Planning 3.5 with Essbase 7.1 with windows2003.While creating application in planning desktop I am getting error saying "ODBC driver is unrecognised".
Can u give some input on this?Can provide any installation guide for Planning 3.5?Also can i get brief steps you performed for migration from 3.5 to 11.x?


Shanti said...

Hi Manohar,

All teh tasks done in palnning can be done in essbse as well. Why do we go for hyperion planning when you have essbase?

Balamurugan Gnanakumar said...

I am a new starter with planning and it is great to have a training session like this. very informative...

balakrishnan said...

Hi Manohar,

I have a Store member say "P"
i have children to it say "C1", C2"

By running the default calc script i can get the "P" value ie c1+c2.

My requirement is after running the default calc script.

I need to apportion the Value of "P" to Region1 and Region2 as a percent.

I wish to use outline formula with substitution variable and If statement.

I am new to essbase and finding to fix the problem.

Please help.

Khan abid said...

Really Good Work Rana! Keep it up. One question I have, is there a demo version or a trail version available for hyperion products to try out at home on my onw pc.?


Rafiq said...

I need hyperion business rules commands tutorial. can anyone please provide:

Rafiq Ramzan Ali
Budgeting, Planning & MIS - FINCON
United Bank Ltd.

Mady said...

Hi Mano,
This is Madhu...please tel me in how many ways we can create an application in planning...i know how to create an application in classic there another way to create an application(i faced this question one of my interview)