Creating Classic Financial Management Applications


Purpose


This tutorial covers creating Classic Financial Management applications.

Time to Complete

 

Approximately 30 minutes.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Creating Application Profiles
 Creating Classic Financial Management Applications
 Opening the Application and Reviewing Application Metadata
 Summary
 Related Information

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Overview


This tutorial covers creating Classic Financial Management applications. A Classic Financial Management application is a stand-alone application. It has its own profile that defines the calendar and the languages for the application. It also has its own metadata file that defines its dimensions.

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Scenario


Your company wants you to create a stand-alone application named Training1, which will be used for training purposes. The application's language is English, and the application is based on a standard calendar year, divided into quarters and months. The start month is January 2008, and the duration is ten years.

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Prerequisites


Before starting this tutorial, you should:

1.

Have access to or have installed Oracle® Hyperion Financial Management, Fusion Edition 11.1.1.0.0

2.

Have access to or installed a Financial Management application

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Creating Application Profiles


Before creating an application, you create an application profile that defines its languages, calendar, frequencies, and periods.

1.

On your desktop, double-click the Financial Management icon.

The Logon dialog box is displayed.

 

2.

Perform the following actions:

a. Enter the following login information:

DomainUserPassword
<your domain name>trnadminhyperion

b. Click Logon.

The Financial Management Desktop is displayed.


3.

In the Tasks pane, select Define Application Profile.

The Create New Application Profile page is displayed.

 

4.

Select Create a New Application Profile, and click Next.

 

5.

In Row 1, enter English, and click Next.

The Time Periods page is displayed.

 

6.

Under Time Periods, perform the following actions:

a. Select Standard Calendar.

b. Select Include Quarters.

c. Select Include Months.

d. In the Start Month list, select January.

e. In the Start Year box, enter 2008.

f. In the Number of Years box, enter 10.

g. Click Next.

The Frequencies table is displayed.

 

7.

Perform the following actions:

a. Enter the following frequency descriptions for the View dimension:

ViewView Description
YTDYear-to-date
QTDQuarter-to-date
MTDMonth-to-date

b. Click Next.

The Periods page is displayed.

 

8.

In the Periods list, perform the following actions:

a. Select Quarter1 and, in the description box, enter Quarter 1.

b. Select January and, in the description box, enter January.

c. Repeat steps a and b and add descriptions for Quarter2, Quarter3, and Quarter4, and descriptions for February to December.

d. Click Next.

 

9.

Perform the following actions to save the profile:

a. Click Browse and navigate to C:\Hyperion\Products\FinancialManagement\Client.

b. In the File Name box, enter Training.

c. Click Finish.

Note: The application profile is saved successfully with a PER extension.

 

10.

Click OK.

You have successfully created the Training profile.

 

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Creating Classic Financial Management Applications


After creating the application profile, you create a Financial Management application named Training1. You base the Training1 application on the Training profile that you created.

1.

On your desktop, perform the following actions:

a. Double-click the Workspace icon.

b. Enter user name trnadmin and password hyperion.

c. Click Log On to log on to Workspace.

 

2.

In Workspace, select Navigate > Administer > Classic Application Administration > Consolidation Administration > Create Application.

The Application Properties page is displayed.


 

3.

In the Application Properties page, perform the following actions:

a. Enter or select the following information:

FieldValue
ServerName of your Shared Services server
Application NameTraining1
 
Application DescriptionTraining1 Application
Application ProfileTraining.per (Located in the C:\Hyperion\Products \FinancialManagement\Client folder)
User Management ProjectDefault Application Group
Financial Management Web Server URLhttp://<servername>:19000/hfm

b. Click Create.

 

4.

Verify that the application was created successfully.

You have successfully created the Training1 application.

 

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Opening the Application and Reviewing the Application Metadata


After creating the application, you open it and review the application metadata.

1.

Select Navigate > Applications > Consolidation > TRAINING1.

Note: You may have to click Refresh on the Consolidation submenu to load the TRAINING1 application.

The Training1 application is displayed.

 

2.

Select File > New > Data Form.

Data Form Builder is displayed.


 

3.

Select the POV tab, and click the Search icon for the Year dimension.

The members for the Year dimension are displayed.

 

4.

Verify that the Year dimension contains the members specified in the Training profile.

 

5.

Click the Period dimension, and verify that it contains the members specified in the Training profile.

 

6.

Click the View dimension, and verify that it contains the members specified in the Training profile.

Note: The Periodic member contains the lowest-level frequency (MTD) that you defined for the View dimension.

Note: The Value dimension contains system-defined members. The Scenario, Entity, Account, and Custom dimensions contain only the None member.

You can now create a metadata file and load the metadata file into the application.

 

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Summary


In this tutorial, you learned how to:

 Create application profiles
 Create Classic Financial Management applications
 Open the application and review application metadata

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Related Information


To learn more about Financial Management, refer to additional OBEs.

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