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Oracle Hyperion Planning 11.1.2: Create Manage Applications

Course Details
Code: D75738
Tuition (USD): $2,220.00 $2,109.00 • Self Paced
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Course Details
GSA (USD): $1,901.25 • Self Paced

This Oracle Hyperion Planning 11.1.2: Create & Manage Applications - Self-Study Course teaches you how to manage metadata, create an application, add dimensions and members, import members, load data, set up security, create data forms, set up task lists and set up business rules. You'll also learn how to design and manage the budgeting process, which includes building planning unit hierarchies and assigning responsibilities and promotional paths for planning units.

Learn To:

  • Manage Planning metadata.
  • Create Planning data forms and enter data.
  • Create Planning applications.
  • Set up security for Planning users, groups and dimensions.
  • Create dimensional structures.

Skills Gained

  • Create EPMA Planning applications
  • Manage metadata
  • Set up security for users, groups, and member access
  • Create data forms and enter data
  • Set up and test business rules
  • Review budget data in Process Management
  • Migrate application artifacts
  • Configure classic Planning applications

Who Can Benefit

  • Administrator
  • Developer
  • End Users


  • Basic knowledge of Microsoft Windows
  • Basic knowledge of planning and budgeting
  • Working knowledge of Essbase recommended

Course Details

Planning Overview

  • Oracle's Enterprise Performance Management System
  • Planning Features
  • Planning Architecture
  • Planning and Essbase

Navigating Workspace

  • Workspace Overview
  • Launching Workspace
  • Opening Applications
  • Navigating in Planning

Dimensions Overview

  • Methods for Creating Applications
  • Plan Types
  • Planning Dimensions
  • Data Block Creation Process
  • Aggregation, Storage, and Calculation Options

Managing Dimensions with Performance Management Architect

  • Navigating Performance Management Architect
  • Application Creation Process
  • Managing Dimensions
  • Creating Members in Dimension Library
  • Managing Members
  • Organizing Shared Library
  • Creating Aliases
  • Adding Currencies

Setting Up the Period, Year, Scenario, and Version Dimensions

  • Customizing Time Periods
  • Creating Scenarios
  • Creating Versions

Setting Up the Entity Dimension

  • Entities Overview
  • About Saving Dimensions
  • Adding and Modifying Entities
  • Deleting Entities

Setting Up the Account Dimension

  • Accounts Overview
  • Account Types
  • Saved Assumptions
  • Data Types and Exchange Rate Types
  • Creating Account Hierarchies
  • Consolidation Order
  • Consolidation Order: Example

Creating User-Defined Elements

  • User-Defined Dimensions
  • Adding Attributes
  • Creating Member Formulas
  • Adding User-Defined Attributes
  • Working with Smart Lists

Loading Metadata from Files

  • Metadata Load Files Overview
  • Formatting Metadata Load Files
  • Loading Metadata
  • ERP Integrator Metadata Load Process
  • Loading Metadata into Shared Library

Creating Applications

  • Application Creation Process
  • Application Criteria
  • Creating Applications with Application Creation Wizard
  • Adding Dimensions from Shared Library
  • Adjusting Performance Settings
  • Setting Up Data Type Evaluation Order
  • Activating Dimension Associations

Deploying Applications

  • Deployment Process
  • Validating Applications
  • Deploying Applications to a Planning Server
  • Redeploying Applications
  • Setting Planning Properties

Setting Up Exchange Rates

  • Currencies and Exchange Rates
  • Creating Exchange Rate Tables
  • Generating Currency Conversion Calculation Scripts

Provisioning Users and Groups for Planning

  • Planning Security Overview
  • User and Group Provisioning Overview
  • Setting Up Users and Groups
  • Printing Provisioning Reports

Creating Data Forms

  • Creating Simple and Composite Data Forms
  • Exporting and Importing Data Forms
  • Creating Formula Rows and Columns
  • Building Validation Rules
  • Processing Cells for Validation
  • Setting Up Custom Messaging

Entering Data in Planning

  • Navigating Data Forms
  • Submitting Data in Data Forms
  • Filtering Data
  • Sorting Data
  • Spreading Data

Adjusting and Annotating Plan Data

  • Adjusting Plan Data
  • Adding Annotations to Plan Data
  • Performing Ad Hoc Actions on Data Forms
  • Calculating Data in Data Forms

Managing Business Rules

  • Business Rules Overview
  • Assigning Calculation Manager Security
  • Determining Calculation Requirements
  • Launching Calculation Manager
  • Setting Up Business Rules
  • Validating and Deploying Rules
  • Creating Business Rules from Templates
  • Creating and Deploying Rulesets

Creating Process Management Validation Rules

  • Building Process Management Validation Rules
  • Adding Process Management Validation Messages and Color Cues
  • Updating the Promotional Path with Process Management Validation Rules
  • Validation Rule Evaluation and Precedence
  • Verifying and Enabling Process Management Validation Rules
  • Attribute Based Process Management Validation Rules

Managing the Approval Process

  • Planning Unit Process States
  • Reviewer Actions
  • Impact of Entity Hierarchy on the Review Process
  • Managing the Review Cycle
  • Copying Data Between Versions
  • Copying Relational Data for Dimensional Hierarchies
  • Clearing Cell Details

Creating Task Lists

  • Task Lists Overview
  • Navigating Task Lists in Basic Mode
  • Navigating Task Lists in Advanced Mode
  • Task List Creation Process
  • Printing Task List Reports

Migrating Applications and Artifacts

  • Lifecycle Management Overview
  • About Artifacts
  • Application and Artifact Migration Process
  • Migration Scenarios
  • Automating Migration Tasks
  • Running the Lifecycle Management Utility
  • Accessing and Viewing Migration Status Reports
  • Viewing Audit Reports

Setting Up Classic Applications

  • Classic Planning Application Set Up Process
  • Building Dimension Hierarchies
  • Setting Up Attributes
  • Creating Alias Tables
  • Smart List Creation Process
  • Setting Up UDAs
  • Loading Metadata and Data into Classic Applications
  • Exporting and Importing Data Forms