DIMENSIONS

When you create a Multi Currency Planning Application, it generates "7" Standard Dimensions and you can add "13" more dimensions.

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

Account Dimension Member Properties

Account Types

When we add the members under Accounts dimensions, we have to select the appropriate account type for the measures.
A REVENUE account indicates the income that is derived by selling the products and services.
An EXPENSE Account type indicate various types of costs involved to manufacture the product to offer the services.

An Asset Account type indicates the property that is being developed by realizing the profits of the company. All account receivables comes under the category of Asset Account Type.
A liability Account type indicates the amount we woe to the outside creditors such as bank loans. All Account payables comes under the category of Liability Account Type.
Equity is a kind of Liability but it is linked with Net Profits of the Company.
EX: Shares
If any of the measures under Account Dimension doesn't belong to any of the above Account Type Categories then we should retrieve that measures account type as saved Assumption
EX: No of units sold,unit price, Account

Variance Reporting
The type of the variance reporting decide how the variance formula is going to calculate for the measures. If the Variance reporting type is Expense then it uses the formula Budget-Actual. If the variance reporting is non Expense then it will use formula Actual-budget.

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Steps to create a planning application
-> Create a RDBMS database
-> Create a Datasource
steps to create a Datasource
Data source 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.

1. log on to workspace.
2. I workspace select Navigate->Administer->Classic Application Administration->Planning Administration.
3. In classic Administration wizard , click Manage Data Source.
4. In Data source name enter a data source name.
5. 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 serverarea, enter Essbase server details and click Validate Essbase Connection.
9. Validate both connections and click finish

->Create a shared services Project
Steps:
Open the shared services using the following url
htttp://Shared services Server Name:28080/interop
1. Provide the administrator login details.
2. Click on login (admin,password)
3. Expand the Projects
4. Right click on project->click on new
5. Provide an appropriate project name
6. Click on Finish , Click on OK

-> Create a planning application
Steps;
open the work space using the following url
http://workspace webserver name:19000/workspace
1. Provide the login details.
2. Click on login
3. Click on navigate and click on Administrator
4. click classic administrator
5. click p[lanning administrator
6. click on create application
then it will displays all available datasources in a dropdown list choose the one you have already created.
7. provide the planning application name
8. select the shared services project from dropdown list
9. leave the default instance and click on next
10. select the base time periods as 12 months
11. click on next
12. Select the default application currency according to your reporting currency
13. click on next
14. select the number of plan types according to your number of departments that is going to use the budget application. technically each plan is nothing but a planning application under planning database.
15. click next
16.review your selection
17. click finish

once application has being created successfully
-> click on file->Open-> Applications -> Planning -> Name of application to open the planning application.

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INTRODUCTION:

Hyperion planning is a budgeting and forecasting application that drives collaborative, event based planning processes through the organization for a wide range of financial and operational needs.

Version 9.3.1

The desktop client is totally removed from the Architecture and introduced all these features into web client. Now the web client is being accessed by a common interface called Workspace; Which works on port no:19000

-> Project is a place where you can create planning applications.
->one application requires unique data base.
->Naming concertinos are must same as in Essbase of planning.
->Asset is property.
->Liability is getting loans from bank.
->Equity is the kind of liability.
->Saved assumption is saving none

The application server will push all RDBMS table entries into Essbase server and generate an outline with "7" (seven) standard dimensions for Multi Currency Application.
The web based client which will be used by an administrator to add dimensions and members. Apart from the "7" (seven) standard Dimensions we can add "13" more user defined custom dimensions. The web client can also be accessed by end users to enter the budget data into planning application. The backend (RDBMS+ESSBASE) is integrated with hyperion reporting tools to generate reports out of planning application.
The whole Architecture will build on top of the foundation services which consist of shared services(centralized user management console).

The seven standard Dimensions are

1. Accounts
2. Entity
3. Year
4. period
5. Scenario
6. Version
7. Currency

->Scenario: Grouping of related data together
->HSP_Rates dimension will hold the exchange rate details.

Hyperion System 11 Components:
Hyperion planning is a budgeting and forecasting application that drives collaborative, event based planning processes through the organization for a wide range of financial and operational needs. Hyperion Planning is a comprehensive approach for the complete and closed-loop planning process that drives continuous business improvement. With hyperion planning, all decision makers and front-line managers can communicate with hyperion planning, all decision makers and front-line managers can communicate which course of action to take and get budget holders to collaborates so that the planning process is optimized and efficent. When a material even occurs that causes a change in direction, planners have the flexibility to adapt rapidly, ensuring that plans are relevant and useful.
Hyperion System 11 Planning Has the following Features:

->Multidimensional data structure.
->Target setting and bottom up planning
->Iterative Planning cycles
->Complex business rules and allocations
->Web-based data entry;management of the planning cycle
-> Currency conversion for multicurrency applications
->Headcount and salary expense modeling
->Metadata and data transfer between Hyperion System 11 planning
applications and other hyperion products.

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Using Substitution Variables in MDX Queries:

Substitution variables act as global placeholders for information that changes regularly; you set the substitution variables on the server through Administration Services, MaxL, or ESSCMD, and assign a value to each variable.

You can change the value at any time. You must have the role of at least Database Manager to set substitution variables.

--:To use a substitution variable in an MDX expression, consider:
● The substitution variable must be accessible from the application and database you are querying.
● A substitution variable has two components: the substitution variable name and the substitution variable value.
● The variable name can be an alphanumeric combination whose maximum size is specified in the section called “Names and Related Artifacts”on page 1010 Do not use spaces, punctuation, or brackets ([]) in substitution variable names used in MDX.
● At the point in the expression where you want to use the variable, show the variable name preceded by an ampersand (&); for example, where CurMonth is the name of the substitution variable set on the server, include &CurMonth in the MDX expression.
● When you perform the retrieval, Essbase replaces the variable name with the substitution value and that value is used by the MDX expression.
For example, the expression is written showing the variable name CurQtr preceded with the &:

SELECT
{[&CurQtr]}
ON COLUMNS
FROM Sample.Basic

When the expression is executed, the current value (Qtr1) is substituted for the variable name, and the expression that is executed is:

SELECT
{[Qtr1]}
ON COLUMNS
FROM Sample.Basic

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Working With Missing Data:

Note: Replace L with "less than" symbol and G with "greater than" symbol:
When you are querying on a database, you can use the NON EMPTY keywords at the beginning of an axis specification to prevent cells containing no value from being included the result of the query.

The axis specification syntax including NON EMPTY is :

Laxis_specificationG ::= [NON EMPTY] LsetG ON
COLUMNS | ROWS | PAGES | CHAPTERS |
SECTIONS | AXIS ()

Including the optional keywords NON EMPTY before the set specification in an axis causes suppression of slices in that axis that would contain entirely #MISSING values.

For any given tuple on an axis (such as (Qtr1, Actual)), a slice consists of the cells arising from combining this tuple with all tuples of all other axes. If all of these cell values are #MISSING, the NON EMPTY keyword causes the tuple to be eliminated.

For example, if even one value in a row is not empty, the entire row is returned. Including NON EMPTY at the beginning of the row axis specification would eliminate the following row slice from the set returned by a query:

---------------------------------------------------------
Qtr1
--------------------------------------------------------------
Actual   #MISSING   #MISSING   #MISSING   #MISSING   #MISSING
--------------------------------------------------------------

In addition to suppressing missing values with NON EMPTY, you can use the following MDX
functions to handle #MISSING results:
● CoalesceEmpty, which searches numeric value expressions for non #MISSING values
● IsEmpty, which returns TRUE if the value of an input numeric-value-expression evaluates
to #MISSING.
● Avg, which omits missing values from averages unless you use the optional IncludeEmpty
flag.

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Report Writer consists of three main components:

• Report Script Editor is a text editor that you use to write report scripts. Report commands define formatted reports, export data subsets from a database, and produce free-form reports. Execute the saved script to generate a report. Saved report scripts have the file extension .rep.
• Report Extractor retrieves data information from the Essbase database when you run a report script.
• Report Viewer displays the complete report. Saved reports have the file extension .rpt.

Note: Replace G with "less than" symbol

Report Extractor
The Report Extractor processes the report script and retrieves data, performing the following
actions:
1. Composes the member list, based on all possible member combinations. For example, GIDESCENDANTS East retrieves member East and all of its descendants:
2. Applies member restrictions. For example, GLINK refines the member selection:
3. Orders the member output. For example, GSORT determines the order in which members are sorted:
4. Extracts data from the following areas:
     ● Local regions
     ● Partitioned regions
     ● Dynamically calculated data
5. Restricts data. For example, the following command suppresses the display of all rows that
contain only missing values:
{SUPMISSINGROWS}
6. Sorts data. For example, GTOP returns rows with the highest values of a specified data column:
7. Formats output. For example, {SKIP} skips one or more lines in the final output report:

The order in which Report Extractor retrieves data affects the execution of complex extraction

and formatting commands. For example, because the Report Extractor restricts data (5) before

sorting data (6), if you place conditional retrieval commands in the wrong order, report output

results can be unexpected. Be aware of the data retrieval process when designing report scripts.

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