Tag Archive for: 11.1.2

Goodbye to the days of JavaScript in order to enforce data input policies and rules to Planning web forms.  With Planning version 11.1.2 and newer, Oracle has introduced a powerful set of tools for data validation within the Planning Data Form Designer itself.  Let’s walk through a scenario of how this works.

Say that we have a product mix form that will be used to input percentages as drivers for a revenue allocation.  Here’s what the form looks like:

We should expect that the sum of these percentages to be 100% at the “Electronics” parent member.  If this is not the case, the revenue allocation will incorrectly allocate data across products.  So how do we enforce this rule?  Simple… let’s take a look at the data form design.

As a row definition we’ve included two member selections; 1) Descendants(Seg01) or Descendants(Electronics) and 2) Seg01 or Electronics.  We are going to add a validation rule to row 2 of the data form.  To do this, highlight row 2 and click the sign to add a new validation rule.  Notice that in the validation rules section, it now says ‘Validation Rules: Row 2’.

The Data Validation Rule Builder will then be launched. Let’s fill in the rule.  We should ensure the Location is set to ‘Row 2’.  We’ve filled in a name and quick description, then ensured that the ‘Enable validation rule’ check box is checked.

For the rule we’ve defined some simple if logic:

IF [Current Cell Value] != [Value = 1] THEN [Process Cell] ;

To define what occurs if this condition is met we choose the ‘Process Cell’ action defined by the small gear with a letter A next to it.  Here we will highlight the cell red and notify the user with a validation message.

We click through to save the Process Cell definition and the Validation Rule itself and should now see the rule in the data form definition.

So let’s take a look at how the end user will interact with this form.  Percentages are entered by product for each month.  Upon save, notice that all months for Electronics that equal 100% appear normal.  December only sums to 90% and is highlighted in red as we specified in the data validation rule.  We cannot limit the user’s ability to save the form until the cell equals 100%; we can only notify them of the issue, and explain the cause and potential resolutions.

Of course, this is a simple example of what can be done using Planning’s Data Validation Rules.  The possibilities are endless.  Oracle has more scenario walkthroughs in the Planning Administrator’s Guide.  View them here: http://download.oracle.com/docs/cd/E17236_01/epm.1112/hp_admin/ch08.html

 

What’s New in Hyperion 11.1.2?

Shared Services

 

As you’ve no doubt noticed by now, this has turned into a series of posts involving new features in the 11.1.2 release of the Hyperion products. This post will cover some of the significant changes to Shared Services, including improvements to Security Administration, Lifecycle Management, and Taskflows.

Security Administration

It’s been well-documented at this point that there have been multiple issues with the OpenLDAP approach to the Native Directory. In 11.1.2, the OpenLDAP has been replaced with a relational database as the storage point for native accounts and provisioning. This has already proven beneficial, as it allows for the next improvement below.
There is no longer a need for Essbase synchronization for users, as it is now done automatically. This is a welcome change from most, as it was always very easy to forget to refresh security. However, group synchronization must still be done manually.
The supported SSL configurations have also seen significant improvements. These include:
  1. SSL Offloading
  2. 2-way SSL deployment
  3. SSL termination at the web server
Oracle Single Sign-On (OSSO) is also supported in this release. The Oracle Internet Directory (OID) is used to provide SSO access to web applications.

Lifecycle Management (LCM)

Like the rest of Shared Services, LCM has adopted Oracle Diagnostics Logging (ODL) as the standard logging mechanism.
Perhaps the biggest improvement to LCM is that it now supports the extraction of data. Essbase data now appears as a selectable artifact when performing an export, and can be updated with the outline. On this note, I should probably point out that for cross-product migrations, LCM determines the correct order based on dependencies.
Some other modifications to LCM include:
  1. Additional information in migration status reports, including source and destination details.
  2. Users must be provisioned with the Shared Services Administrator role to work with the Deployment Metadata tool.
  3. The Calc Manager is supported, and has its own node under Foundation. As a result, business rules can now be migrated to classic HFM and Planning applications.

Shared Services Taskflow

This release has seen the addition of two new roles in Shared Services
  1. Manage Taskflows – This role allows users to create and edit a taskflow
  2. Run Taskflows – This role permits users to view and run a taskflow, but they cannot create or edit taskflows

 

Follow the link below to view the complete document of changes
 
 

What’s New in Hyperion 11.1.2?

EPMA

The release of version 11.1.2 has brought a plethora of improvements to the entire Hyperion suite of products, and EPMA is no different. This post will cover some of the significant changes that were included.

Improved Support for Essbase

This release has provided several updates that increase the functionality of EPMA as it relates to Essbase. Some of the more important ones include:
  1. Utilizing the Reorder Children dialog box, a new sort order can now be created to reorder members in the hierarchy.
  2. Performance settings for dimensions can now be modified in EPMA
  3. Dynamic Time Series (DTS) is now supported on the period dimension (BSO cubes)
  4. The ability to add Typed Measures and members with a Date Format has also been included.
    1. Varying Attributes are still not supported in this release

Application Troubleshooting Support

As we all know, EPMA can occasionally become out of sync with the dimension library or one of the products to which we are trying to push metadata. A new application diagnostic feature has been added in this release to help users fix this issue. This diagnostic tool determines inconsistencies between the source and target. Once the inconsistencies have been discovered, they can either be corrected manually or dealt with automatically.

Financial Management Copy Application Utility

HFM supports the ability to copy an EPMA app using the Copy Application Utility. This can be done two different ways:
  1. Select the Financial Management app. It will then be copied as a Classic application. Once this has been done, the EPMA upgrade feature can be uses
  2. Alternatively, the LCM tool can be used to migrate the application. Once this is done, the Copy Application Utility can be utilized to move the data.

Batch Client

 This release includes a couple of adjustments to the batch client that improve the automation process.
  1. Login through a proxy is now supported
  2. Single Sign On (SSO) login is also supported
Follow the link below to view the complete document of changes

Oracle EPMA Documentation

 

What’s New in Hyperion 11.1.2?

Shared Services

 

As you’ve no doubt noticed by now, this has turned into a series of posts involving new features in the 11.1.2 release of the Hyperion products. This post will cover some of the significant changes to Shared Services, including improvements to Security Administration, Lifecycle Management, and Taskflows.

Security Administration

It’s been well-documented at this point that there have been multiple issues with the OpenLDAP approach to the Native Directory. In 11.1.2, the OpenLDAP has been replaced with a relational database as the storage point for native accounts and provisioning. This has already proven beneficial, as it allows for the next improvement below.
There is no longer a need for Essbase synchronization for users, as it is now done automatically. This is a welcome change from most, as it was always very easy to forget to refresh security. However, group synchronization must still be done manually.
The supported SSL configurations have also seen significant improvements. These include:
  1. SSL Offloading
  2. 2-way SSL deployment
  3. SSL termination at the web server
Oracle Single Sign-On (OSSO) is also supported in this release. The Oracle Internet Directory (OID) is used to provide SSO access to web applications.

Lifecycle Management (LCM)

Like the rest of Shared Services, LCM has adopted Oracle Diagnostics Logging (ODL) as the standard logging mechanism.
Perhaps the biggest improvement to LCM is that it now supports the extraction of data. Essbase data now appears as a selectable artifact when performing an export, and can be updated with the outline. On this note, I should probably point out that for cross-product migrations, LCM determines the correct order based on dependencies.
Some other modifications to LCM include:
  1. Additional information in migration status reports, including source and destination details.
  2. Users must be provisioned with the Shared Services Administrator role to work with the Deployment Metadata tool.
  3. The Calc Manager is supported, and has its own node under Foundation. As a result, business rules can now be migrated to classic HFM and Planning applications.

Shared Services Taskflow

This release has seen the addition of two new roles in Shared Services
  1. Manage Taskflows – This role allows users to create and edit a taskflow
  2. Run Taskflows – This role permits users to view and run a taskflow, but they cannot create or edit taskflows

 

Follow the link below to view the complete document of changes