Creating Planning Classic Applications


Purpose


This tutorial covers how to create sample Planning applications in Classic Application Administration 11.1.1.

Time to Complete

Approximately 30 minutes.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Creating Data Sources
Creating Sample Applications
Initializing Sample Applications
Loading Sample Data
 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


This tutorial covers how to create and initialize a sample Planning Classic application and load sample data into it.

Back to Topic List

Scenario


You are the Planning administrator and your team wants you to create a sample Planning Classic application for testing purposes.

The sample application comes with Planning and includes the following sample objects: dimensions, data forms, business rules, task lists, user variables, substitution variables, and data. You use this as a starting point for designing and testing Planning applications.

The sample application models a company that specializes in producing, selling, and installing audio systems, digital video, televisions, and VCRs.

Back to Topic List

Prerequisites


Before starting this tutorial, you should:

1. Have access to or have installed Oracle® Hyperion Planning, Fusion Edition 11.1.1.0.0
2. Have access to or have installed a Planning application.
3. Create a Shared Services application group called Planning Training Applications.

Back to Topic List

Creating Data Sources


Data sources link the relational database to the Essbase server. You must create a data source when you create an application. Each data source must be associated with an instance. When you create or update applications using the Classic Application Wizard, you select a data source for the application.

To create a data source, perform the following steps:

1.

Log on to Workspace.

 

2.

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


 


 

3.

In Classic Administration Wizard, click Manage Data Source.

 

4.

Click Create Data Source.

 

5.

In Data Source Name, enter a data source name.

 

6.

From the Select Database Platform drop-down list, select a database type such as SQL or Oracle.

 

7.

In the Application Database area, enter Planning application details and click Validate Database Connection.

 

8.

In the Essbase Server area, enter Essbase server details and click Validate Essbase Connection.

 

9.

Validate both connections and click Finish.

Back to Topic List

Creating Sample Applications


For classic Planning applications, use the Classic Application Wizard to create and delete applications. When using the Classic Application Wizard to create a classic sample application, select the Sample Application check box.

To create the Planning Classic application, perform the following steps:

1.

From Workspace, Classic Application Administration, in the bottom left pane, click Create Application.

 

2.

On the Select tab, specify details for the new sample application, select the Sample Application check box, and click Next to display the Finish tab.

 

3.

Click Finish.

 

4.

In the Application Creation Confirmation pane, click the link to refresh the Planning applications menu.


You have created a Planning application with a predefined structure.

Back to Topic List

Initializing Sample Applications


After creating the classic sample application, you must initialize it.

To initialize the Planning Classic application, perform the following steps:

1.

From Workspace, select Navigate > Administer > Planning > [Planning application].


 

2.

Select Edit > Sample Planning Application > Initialize Sample Application.


 

3.

In the successful initialization dialog box, click OK.

 

4.

Select Administration > Manage Database.

 

5.

Select Database and click Create.

 

6.

In the Manage Database dialog box, click Create.


The Cube Refresh status is displayed.

 

7.

When the status displays Create Complete, click Finish.

 

8.

Verify that the application was initalized by expanding Forms, clicking a folder, and opening a data form.

The data form is displayed. Note that there is no data loaded into the application.

Back to Topic List

Loading Sample Data


You load sample application data directly through Administration Services Console. You must rename the sample application text file with up to eight characters.

To load sample data, perform the following steps:

1.

In the \Hyperion\products\Planning\bin\ directory, locate the sample data file.


 

2.

Extract the sample data zip file to a location on your drive, such as c:\TEMP and rename it to be eight characters or less.

In this example, SampleAp.txt file contains the sample data that you are loading to the sample application.


 

3.

Log on to Administration Services Console, expand Enterprise View > Essbase Servers > [localhost] > Applications > [Planning application], and select [Planning outline].

 

4.

Right-click your outline, and select Load data to display the Data Load pane.

 

5.

Click Find Data File to display the Open dialog box.

 

6.

On the File System tab, locate and select the sample data file, and click OK.


 

7.

Select the Abort on Error option and click OK.

 

8.

After the status “Success” is displayed, click Close.

 

9.

In the Planning sample application, open a data form to verify that the data was loaded.

Back to Topic List

Summary


In this tutorial, you learned how to:

 Create data sources
Create sample applications
 Initialize sample applications
Load sample data

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