Budgeting functionality/calc tools in data forms

Hi! Can anyone tell me the ways to explore the planning and budgeting funcationalities or calculation tools that's offered in dataforms in Planning workspace or Smartview. The training courses I attended only touched on this topic, but I'd like to go a little deeper on this. If there're training courses available, please let me know too. My goal is to see if eventually the end users can quit relying on Excel spreadsheet but rather use workspace/Smartview directly to do their forecasting work . Right now, all of our end users still do their modeling in spreadsheet and then link the dataforms to their models for data submitting.
Thanks!

Hi,
I personally feel some features of Hyperion are really over-kill and will never be widely used. You cannot just replace Excel and make it disappear from Finance's desktop, that's why Oracle is investing so much on integrating with it rather than competing with it. Surely, spread, adjust are good features to have but have never been my favorite as they solely rely on the data on the screen, not the data on the database. However, I have written in many number of occasions so powerful allocation calculations, it made some pretentious Excel-pros bite their fingers ends out of envy. Now as for the questions:
Q. Is Hyperion Planning powerful?
A. Hell yeah!
Q. Can it replace Excel completely?
A. Hell no!
Q. What about those who calculate their budget in Excel and load into Hyperion?
A. They are nuts.
Cheers,
Alp

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good
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tables s002.
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Bye
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Thanks EW for your answer,
YesI could use SmartList even if i think it's very tough to handle. My experience on using SmartList in caclc script is not so good. I try to enter in details of my requirement:
I have 500 account members.
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I recently migrated an application from development to QA using the LCM tool and refreshed the outline into Essbase using Planning Web. Once completed, i loaded the level0 data and aggregated it.
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1) Run the business rule. Each one separately and only after the previous ones is complete without variables and without touching the form
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Hi,
We are running HFM v11.1.1.3
I have some input data forms that shows some different periods and scenarios, however the periods sometimes needs to be changed, so I was wondering if anyone knows a way in doing this dynamic?
For January we would like it to be:
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Best regards
Kenneth

Hi Kenneth,
Nobody is answering you because there is no way to do that with Data Forms.
If you are skilled with Excel, and if you understand the implications of going that path, you can create dynamic Excel grids that send data to HFM using HFM functions.
Depending on your needs and your budget, you can also create a custom web application that would replace data forms.
If you want to stick with data forms, then you will need to create 3 forms (+the linked forms you mentioned).
Not sure that helped...
Julien

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I have a couple of questions about UDA. I am using Hyperion Planning 11.1.1.3m, and when I desing a Data-Form I would need to use the UDA I asigned for the Entity dimension: is that posiible?
The other question is, when creating a Substiution Variable in Essbase I use the function @UDA (+dimension+, "MemberA"), but when using this variable in the Data-Form, it does nothing at all(in fact, it is been detected as an error). Why is that happening?
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With regards to the subvar, are you trying to add the function as a value of the subvar when you create it in EAS? If so, this is not allowed. What are you trying to do with the subvar on the form? Subvars are supported in data forms as part of the member selection for a dimension. For instance, you can set up a subvar called CurYear and set the value equal to FY11 for the Fiscal Year dimension. In the data form you can set the member selection for the Fiscal Year dimension to CurYear. When the user opens the form, the member FY11 is returned.

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http://john-goodwin.blogspot.com/

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http://john-goodwin.blogspot.com/

Budgeting functionality/calc tools in data forms

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