HFM – Creating Classic Financial Management Applications in 11.1.2


Creating Application Profiles

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

Select Start > Programs > Oracle EPM System > Financial Management > Financial Management.

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The Financial Management Desktop login dialog box is displayed.

Perform the following actions:

a. Enter the following login information:

Domain User Password

b. Click Logon.

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The Financial Management Desktop login dialog box is displayed.

In the Tasks pane, select Define Application Profile.

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The Create New Application Profile page is displayed.

Select Create a New Application Profile, and click Next

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The Languages page is displayed.

In Row 1, enter English, and click Next.

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The Time Periods page is displayed.

Perform the following actions:

a. Select Standard Calendar.

b. Select Include Quarters.

c. Select Include Months.

d. In the Start Month list, select January.

e. In the Start Year box, enter 2011.

f. In the Number of Years box, enter 10.

g. Click Next.

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The Frequencies table is displayed.

Perform the following actions:

a. Enter the following frequency descriptions for the View dimension:

View View Description

b. Click Next.

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The Periods page is displayed.

In the Periods list, perform the following actions:

a. Select Quarter1 and, in the description box, enter Quarter 1.

b. Select January and, in the description box, enter January.

c. Repeat steps a and b to add descriptions for February and March in Quarter1 and descriptions for Quarter2, Quarter3, and Quarter4 and April through December.

d. Click Next.

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Perform the following actions to save the profile:

a. Click Browse and navigate to C:\Hyperion\Products\FinancialManagement\Client.

b. In the File Name box, enter TrainingApp.

c. Click Finish.

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The application profile is saved successfully with a PER extension.

Click OK.

Creating Financial Management Applications in Classic Administration

After creating the application profile, you create a Financial Management application named TrainApp. You base the TrainApp application on the TrainingApp profile that you created.

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.

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In Workspace, select Navigate > Administer > Classic Application Administration > Consolidation Administration > Create Application.

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Perform the following actions:

a. Enter or select the following information:

Field Value

b. Click Create.

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Verify that the application was created successfully.

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You successfully created the TrainApp application.

Opening the Application and Reviewing the Application Metadata

After creating the application, you open it and review the application metadata.

Select Navigate > Applications > Consolidation > TRAINAPP.

Note: You may have to click Refresh on the Consolidation submenu to load the TRAINAPP application.

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Select File > New > Data Form.

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Select the POV tab, and click the Search icon for the Year dimension.

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Verify that the Year dimension contains the members specified in the TrainingApp profile.

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Click the Period dimension, and verify that it contains the members specified in the TrainingApp profile.

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Click the View dimension, and verify that it contains the members specified in the TrainingApp profile.

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Note: The Periodic member contains the lowest-level frequency (MTD) that you defined for the View dimension.

You completed the tutorial. You can now create a metadata file and load the metadata file into the application

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