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 that has its own profile that defines the calendar and the languages for the application, and its own metadata file that defines its dimensions.

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Scenario

Your company wants you to create a stand-alone application named Training, 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 2007, and the duration is ten years.

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Prerequisites

Before starting this tutorial, you should:

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Creating Application Profiles

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

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Creating Classic Financial Management Applications

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.
3.	In the Browser View pane, select Tasks > Create Application. The Application Properties page displays the following: a. Server: Name of your Shared Services server b. User Management Project: FinancialApplications c. Financial Management Web Server URL: http://<servername>: 19000/hfm
4.	In the Application Properties page, perform the following actions: a. Enter or select the following information: Field Value Application Name Training Application Description Training Application Application Profile Training.per (Located in C:\Hyperion\FinancialManagement\Client folder) b. Click Create.
5.	Verify that the application was created successfully. You have successfully created the Training application.

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Opening the Application and Reviewing the Application Metadata

1.	Select Navigate > Applications > Consolidation > TRAINING. Note: You may have to click Refresh on the Consolidation submenu to load the TRAINING application. The Training 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 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 lesson, you learned 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 on the OTN Web site.
	To learn about loading metadata, refer to additional OBEs on the OTN Web site.

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