Basics for creating an application in Hyperion Planning


You will find many documentation regarding this, but to make life simple for the person who are new to Hyperion Planning here are some of the Important pointss.

Required Dimensions*

  • Period
  • Year
  • Scenario
  • Version
  • Entity
  • Account

Other Dimensions

  • Alias
  • Smart Lists

*multicurrency applications require two additional dimensions

  • Currency
  • HSP_Rates

 Steps to add Dimensions
-> Click on Administration 
-> Click on Dimensions
-> Click on Add Dimensions
->Provide the dimension name and enable the Check box for appropriate plan type.
Enable the Check box for apply security you want to make this dimension as a secured dimension so that you can control the dimension access to the different users.

-> Select appropriate data storage and
-> Click on Save
-> Click on OK

Period and Year

You specify a time period and year for each value. Base time periods, such as months, are automatically rolled up to summary time periods, such as quarters and total year. As administrators, you specify base time periods and distribution of weeks in the Period dimension when you create application views. You use the year dimension to add years to the calendar.

Scenario and Version

The Scenario and Version dimensions represent the broadest categories of data in your application. Scenario describes the type of data that a plan includes, such as budget, actual, or forecast, as well as the time span that the plan covers.

Version allows for flexibility and iterative planning cycles. For example, your application could have two versions, Working and Final, for each scenario. You can also use versions to model possible outcomes based on different assumptions about interest rates, growth rates, and so on. For example, your application an have a Best Case and Worst Case version for each scenario.

Entity

The Entity dimension represents the flow of Planning information through your organization. You can establish an entity for each group or responsibility center that submits a budget plan. These units could be geographic regions, departments, or divisions, depending on your requirements.

Account

The Account dimension specifies the data to be collected from budget planners. You can establish accounts for all budgeted items to the necessary level of detail. Examples of accounts are Rent Expense and Cash on Hand.

Currency

You can plan in one or more currencies. The Currency dimension identifies the currency in which values are displayed. In the Currency dimension, you set up the following categories:

  • Which currencies are used by applications and reporting
  • How currencies are displayed in reports and data forms
  • How currencies are translated into other currencies
  • When currency conversion occurs

HSP_Rates

This dimension contains a member to store exchange rate values for each currency. It also contains a member for input values and currency overrides.

Alias

 
You can assign alternate names, or aliases, to Planning Account, Currency, Entity, Scenario, Period, Version, Year, and user-defined dimension members. Planning allows up to 10 aliases per dimension member, including the default alias.

You can set alias tables to display members in applications. Planners can set alias tables in preferences.

SmartList


Smart Lists are used to create custom drop-down lists that users access from data form cells. When a cell is clicked (whose members are associated with a Smart List – this is set as a member property), users can select items from the drop-down lists instead of entering data. Users may not type in cells that contain Smart Lists.

~KKT~

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