Creating and Initializing Oracle Hyperion Capital Asset Planning Applications


Purpose


This tutorial shows you how to create and initialize a Capital Asset Planning application in Performance Management Architect and Classic Administration.

Time to Complete


Approximately 1 hour.

Topics


This tutorial covers the following topics:

Overview
Scenario
Prerequisites
Using Performance Management Architect
Using Classic Administration
Summary
Related information

Viewing Screenshots


Click icon to show all screenshots Click icon to show all screenshots

Note: Alternatively, you can click an individual icon (or image) associated with each step to view (or hide) the screenshot associated with that step.

Overview


When you initialize Capital Asset Planning, the following predefined elements are loaded:

  • Dimensions and members
  • Data forms
  • Smart lists
  • Member formulas
  • Business rules
  • Menus

Before you initialize Capital Asset Planning:

  • Study the Capital Asset Planning structure and review the predefined elements, identifying which elements you can use and which elements you need to customize. If you understand the model and plan your application, you make it easier for planners to use Capital Asset Planning.
  • Update your dimension outlines to resolve differences between Capital Asset Planning member names and names in other applications.
  • Plan the Entity dimension structure if you will use both Workforce Planning and Capital Asset Planning. When you initialize Workforce Planning, one No Entity member is produced; When you initialize Capital Asset Planning, a few Entity members are produced. You can change the Entity members after you initialize the applications.

 

Back to Topic List

Scenario


As the company's Capital Asset Planning administrator, you are tasked to create and initialize a Capital Asset Planning model.

In Capital Asset Planning, you create a model of your organization's capital expenses, providing an effective way for decision makers and front-line managers to communicate throughout the request, justification, review, and approval process.

The Capital Asset Planning model is based on a 12–month calendar, and the default calculations of Capital Asset Planning support multiple years. If your application uses custom time periods, you must modify time-related formulas to support the different time periods.

Back to Topic List

Prerequisites


Before starting this tutorial, you should understand:

1. Planning functionality.
2. Capital Asset Planning business model.

The following are also required:

1. Oracle Hyperion Planning 11.1.1 (installed and configured)
2. Capital Asset Planning 11.1.1 (This product option must be enabled in the System Configurator.)
3. Two empty relational databases

 

This tutorial uses Oracle 11g as the relational storage. For a list of supported relational databases, as well as information about the required components for Planning, consult the following documentation:

  • Oracle Enterprise Performance Management System - Installation Start Here
  • Oracle Enterprise Performance Management System - Installation and Configuration Guide

You can download Oracle Enterprise Performance Management System documentation from the Oracle Software Delivery Cloud website.

Back to Topic List

Using Performance Management Architect


When you create and initialize Capital Asset Planning in Performance Management Architect, you must complete the following tasks:

Create a Capital Asset Planning application
Verify the Capital Asset Planning application initialization

Back to Topic List

 

To create a Capital Asset Planning application:

1.

Log on to Workspace, and select Navigate > Administer > Application Library.
 

 

2.

In the Application Library, select File > New > Application(s) .

 

3.

In the Application Information area, enter an application name, and select Planning as the type.

Optional: Select Auto Create Local Dimensions.

 

4.

In the Planning area, clear all plan types, and select Capital Asset.

Optional: Select a default currency and Use Multiple Currencies.

 

5.

In the Calendar area, make your selections, and click Next.

 

6.

Review the Dimension Selection page, make the necessary modifications to the list of dimensions, and click Next.

 

7.

Click OK.

 

8.

In the Member area, click the plus signs (+) to display the dimensions, and click Validate.

 

9.

Review the messages. If errors are found, make the necessary modifications to the dimension members .

 

10.

Click Finish.

 

11.

In the Deploy dialog box, select the appropriate values for the following:

  • Instance Name
  • Application Server
  • Shared Services Project

 

12.

Click the Data Source icon.

 

13.

On the New Data Source page, enter a data source name and click Next.

 

14.

Enter the database connection details, and click Test Connection. When the connection displays as successful, click Next.

 

15.

Enter the Essbase server details, test the connection, and click Next.

 

16.

Click Finish.

 

17.

Select Create Outline, and click Deploy.

 

18.

Click the Click here to navigate to jobs link.

 

19.

Review the job console, and click Refresh until the status displays a Completed message.

 

Back to Topic

To verify the Capital Asset Planning application initialization:

1.

Select Navigate > Applications > Planning > [Application Name].

If the application name does not display, select Navigate > Applications > Planning > Refresh and repeat step 1.

 

2.

In the left pane, expand Forms > Capital to display the predefined data forms.


 

Back to Topic

Back to Topic List

Using Classic Administration


When you create a classic Capital Asset Planning application, you must complete the following tasks:

Create a Capital Asset Planning application
Initialize Capital Asset Planning

Back to Topic List

To create a Capital Asset Planning application:

1.

In Workspace, select Navigate > Administer > Classic Application Administration > Planning Administration.
 

 

2.

In the left pane, click Manage Data Source.

 

3.

In the content pane, click Create Data Source.

 

4.

Enter a data source name, and perform the following actions:

  • Select a database platform and, in the Application Database area, enter the relational database connection information.
  • Click Validate Database Connection.
  • In the Essbase Server area, enter the Essbase connection details.
  • Click Validate Essbase Connection.
  • Click Finish.

 

5.

In the left pane, click Create Application.

 

6.

Enter an application name, make the following selections, and click Next.

  • Data Source
  • Shared Services Project
  • Instance

 

7.

Make your selections for the calendar period settings, and click Next.

 

8.

Accept the default application currency and multiple currency settings, and click Next.

 

9.

Select Capital Expense as the type, enter a name for the plan, and click Next.

 

10.

Verify the application settings, and click Finish.

 

11.

Click the here first to refresh workspace Navigate > Applications menu link.

Back to Topic

To initialize Capital Asset Planning:

1.

Select Navigate > Applications > Planning > CAP02.

 

2.

In Planning, select Edit > Initialize Capital Asset Planning.


 

3.

When prompted if you want to proceed with the initialization, click OK.

 

4.

When a dialog box displays a message that Capex has been successfully initialized, click OK.

 

5.

In the left pane, expand form, and select Capital to display the predefined data forms.

 

6.

Select Administration > Manage Database.

 

7.

Select Database, and click Create.

 

8.

Click Create.

 

9.

Click Finish.

 

Back to Topic

Summary


In this tutorial, you learned how to create and initialize Capital Asset Planning applications.

Back to Topic List

Related Information


To learn more about Planning, refer to additional OBEs.

Back to Topic List



Left Curve
More Middleware Downloads
Right Curve
Left Curve
Popular Downloads
Right Curve
Untitled Document