Automating Tasks in Financial Management

Purpose

This tutorial covers automating certain tasks in Financial Management.

Time to Complete

Approximately 30 minutes.

Topics

This tutorial covers the following topics:

	Overview
	Scenario
	Prerequisites
	Creating a Taskflow
	Testing the Taskflow
	Summary
	Related information

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Overview

This tutorial covers creating a taskflow for automatically loading and consolidating data. You create a taskflow by defining it. After defining the taskflow, you add Stage 1 and Stage 2 tasks to it. The Stage 1 task loads data, and the Stage 2 task consolidates data. Next, you add a link to each stage. The link to the Stage 1 task enables the taskflow to proceed to the Stage 2 task if the Stage 1 task is completed successfully. The link to the Stage 2 task ends the automation process. Finally, you test the taskflow to ensure that it loads and consolidates the data automatically.

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Scenario

Your company asked you to create and test a taskflow that automatically loads and consolidates data for the California entity.

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Prerequisites

Before starting this tutorial, you should:

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Creating a Taskflow

You create a taskflow by defining a taskflow and adding Stage 1 and Stage 2 tasks to the taskflow. Next, you add links to the Stage 2 and Stage 1 tasks. Finally, you save the taskflow.

	Defining the Taskflow
	Adding Stage 1 and Stage 2 Tasks
	Adding Links to Stage 2 and Stage 1 Tasks

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Defining the Taskflow

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Adding Stage 1 and Stage 2 Tasks

1.	On the General tab, perform the following actions: a. In the Name and Description boxes, enter LoadData and Load Data respectively. Tip: No spaces are allowed in stage names. b. Under Run As, enter user name trnadmin and password hyperion.
2.	On the Processing tab, perform the following actions: a. In the Application list, select the Reports application. b. In the Action list, select Load Data. c. Enter or select the following parameters: Parameter Type Entry/Selection Data File Text box c:\cf\Reports\eastwest.dat Log File Text box c:\cf\Reports\eastwest.log Delimiter Text box ; Mode Picklist Replace Accumulate within File Picklist False Contains Ownership Data Picklist False
3.	On the Starting Event tab, perform the following actions: a. In the Starting Event list, select ScheduledEvent. b. Enter a start date and start time. Tip: You can enter any date and time. Note: The server date is the time on the Financial Management application server.
4.	Click Add Stage to add the Stage 2 task to the taskflow.
5.	On the General tab, perform the following actions: a. In the Name box, enter ConsolidateCA. b. In the Description box, enter Consolidate California. Tip: No spaces are allowed in stage names. c. Under Run As, select Initiator.
6.	On the Processing tab, perform the following actions: a. In the Application list, select Reports. b. In the Action list, select Consolidate.
7.	Under Parameter Name, perform the following actions: a. In the POV list, select URL. b. Click the Edit link. The POV page is displayed.
8.	Under POV, select the following dimensions, and click OK. Category Year Period Entity Actual 2007 February UnitedStates.California
9.	In the Type list, select Picklist, and from the list to the right of the Type list, select All With Data. You have successfully added Stage 1 and Stage 2 tasks to the taskflow.

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Adding Links to Stage 2 and Stage 1 Tasks

1.	Select ConsolidateCA, and click Add Link.
2.	On the General tab, perform the following actions: a. In the Name and Description boxes, enter End. b. In the Receiving Stage list, select End. You have successfully added a link to the Stage 2 task.
3.	Select LoadData.
4.	Click Add Link.
5.	On the General tab, perform the following actions: a. In the Name and Description boxes, enter Success. b. In the Receiving Stage list, select ConsolidateCA. Note: The Receiving Stage is defined as ConsolidateCA, because the taskflow proceeds to Stage 2 if the data load is successful.
6.	On the Condition tab, perform the following actions: a. In the Variable list, select LoadData_Result. b. In the Value list, select Success. c. Click Add.
7.	In the Condition text box, ensure that the condition reads as LoadData_Result==Success, and click Add Link.
8.	On the General tab, perform the following actions: a. In the Name and Description boxes, enter Failure. b. In the Receiving Stage list, select End.
9.	On the Condition tab, perform the following actions: a. In the Variable list, select LoadData_Result. b. In the Value list, select Failure. c. Click Add.
10.	In the Condition box, ensure that the condition reads as LoadData_Result==Failure, and click Save to save the taskflow. The Taskflow Listing Summary page is displayed.

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Testing theTaskflow

1.	On the Taskflow Listing Summary page, select the taskflow, and click Run Now. The system displays the message, "Taskflow Initiated successfully."
2.	Click OK.
3.	Select Administration > View Taskflow Status. The Taskflow Status Summary page is displayed.
4.	Perform the following actions: a. In the Status list, select All. b. In the Application list, select Reports. c. In the Taskflow list, select LoadandConsolidateCA. d. Click Search. The taskflow appears as a line item.
5.	Select the ID link to view information about the taskflow. The Taskflow Participant Summary page is displayed.
6.	Select Administration > Task Audit.
7.	Click View. The Load and Consolidate tasks are displayed in the Task Audit list.
8.	Review the Task Audit list. You have successfully created and tested a taskflow that automates loading and consolidating tasks.

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Summary

In this lesson, you learned to:

	Create a taskflow
	Test the taskflow

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Related Information

To learn more about Financial Management, refer to additional OBEs on the OTN Web site

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