Budgeting/Planning Applications
We may be looking at Budgeting/Planning applications at some point in the future. I am familiar with Hyperion Planning. Are there others that work with Essbase that may be worth looking at?
Clarity Systems seems to be more flexible than Hyperion Planning. We've been using Planning now for 2 years and are considering transitioning to Clarity Systems. Clarity hooks up to Essbase cubes in the background just as Planning does but offers more features and less limitations than Planning. Hope this is helpful. Cameron
Similar Messages
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Planning Application - Supporting Details
Hi,
We deleted around 4000 members from our planning application and later realised that the few members have budget values tagged to them and also supporting details are included for few of the members. Now we would like to bring back those members to our application. Could you please suggest the best method to bring back those members and the associated supporting details. We donot want to restore the entire the entire application. Is there a way to restore only that particular dimension and its members and the supporting details associated with them. If yes, could anyone of you let me know the process. Our relational DB is SQL 2005.
Request your help for the closure
Thanks,Assuming you have a backup of your SQL database somewhere (this would be the Planning repository), the following code will extract Supporting Detail:
Supporting Detail
SELECT
"Plan Type" = P.TYPE_NAME,
"Scenario" = O1.OBJECT_NAME,
"Account" = O2.OBJECT_NAME,
"Entity" = O3.OBJECT_NAME,
"Month" = O4.OBJECT_NAME,
"Version" = O5.OBJECT_NAME,
"Year" = O6.OBJECT_NAME,
"Activities" = O7.OBJECT_NAME,
"Employee" = O8.OBJECT_NAME,
"Value" = I.VALUE,
"Position" = I.POSITION,
"Generation" = I.GENERATION,
"Operator" = I.OPERATOR,
"SD" = I.LABEL
FROM HSP_COLUMN_DETAIL D
INNER JOIN HSP_PLAN_TYPE P
ON D.PLAN_TYPE = P.PLAN_TYPE
INNER JOIN HSP_COLUMN_DETAIL_ITEM I
ON D.DETAIL_ID = I.DETAIL_ID
INNER JOIN HSP_OBJECT O1
ON D.DIM1 = O1.OBJECT_ID
INNER JOIN HSP_OBJECT O2
ON D.DIM2 = O2.OBJECT_ID
INNER JOIN HSP_OBJECT O3
ON D.DIM3 = O3.OBJECT_ID
INNER JOIN HSP_OBJECT O4
ON D.DIM4 = O4.OBJECT_ID
INNER JOIN HSP_OBJECT O5
ON D.DIM5 = O5.OBJECT_ID
INNER JOIN HSP_OBJECT O6
ON D.DIM6 = O6.OBJECT_ID
LEFT OUTER JOIN HSP_OBJECT O7
ON D.DIM7 = O7.OBJECT_ID
LEFT OUTER JOIN HSP_OBJECT O8
ON D.DIM8 = O8.OBJECT_IDYou'll want to modify it a bit to get it to work with your dimensions -- this is from an old project of mine.
I have never tried to write Supporting Detail back in -- I know it has been done, just not by me. I would tread very carefully and only do it on a test database and be really, really, really sure you've got everything working just so. You could easily blow up your data.
Another approach might be to restore that Planning app backup (making sure you made a backup of the current app), and then use LCM to export out Supporting detail, and then suck it back into the app that no longer has it.
^^^I like that idea a lot more even if it is a bit more tedious.
With either approach, you are going to have to sync the Essbase data to the SD data -- hopefully you have a good Essbase backup as well.
Regards,
Cameron Lackpour -
How to reference a Planning Application in Workspace
Hello,
I've developped several Planning applications.
But when I open workspace / Applications / Planning, (with an admin user)
I only see one Planning application. So I want to know how to reference a Planning application in Workspace ??
Thanks for your help
Best regardsSome details :
My Planning applications seems to works correctly. Essbase is Okay. Shared services is okay too but the Workspace is out (and with it Financial Reporting Studio).
Before that problem, In the configurator, I've deleted all Planning clusters except one (Default). I've selected Re-associate Clusters and Applications and I've successfully re-Associate all Planning Application to Default Cluster. Then I've Activated Cluster Default.
But Anyway, Since I've deleted Planning Clusters my Workspace doesn't work anymore.
I've a doubt: I've tried to redeploy Workspace (Configurator / Hyperion Foundation / Workspace / Deploy to Application Server and Configure web Server.
It doesn't work because it says that Workspace already exists :p.
Anyway I'm surprised about something : To access Workspace we use the 19000 port but In Configuration we I try to deploy it I see it is on the 45000 port. If I click on advanced / Setup a little window open "Set up Logical Address". And it is writtend Edit Default Cluster : gl-dev-budget : 45000 meanwhile when (still in Configurator) I open Planning / Manage Planning Cluster the server port is 8300 ??
Is someone can helps me ?
Thanks
Best regards -
Chnages to the Planning Application
Hello All-
I have a planning application on 9.3.1. Right now the application is set up to use thirteen periods for budgeting cycle. Going forward we want change the application in a way that it uses twelve months standaard yearly process. The
Time Period dimension in Hyperion Planning cannot ba changed once the application is created ? All my scripts, Forms, rules etc roght now work in accordance with thirteen period. Can anybody let me know wwhat is the best practice to
change the Time Period dimension in a way that i dont have to write application from scratch & would involve minimum changes to scripts, rules etc.
Any help/advise would be appreciated.
Thanks!Step one will be to move the application to 9.5 or later (recommendation would be to go to 11.1.1.3).
You can then migrate your planning application to EPMA instead of classic planning (2 minute migration that doesn't require IT). Once there you should be able to change the structure from 13 months to 12 without much difficulty. You could do this playing around in the table but unless you really know what you are doing could be a recipe for trouble.
Once you have the app to 12 months instead of 13. If you are using dynamic member list (@idescendants, @children, etc.) most of your forms and stuff should be automatically updated. Same for some of your calcs. But if you hardcoded stuff (especially in calcs) then you will have to do some manual work but not impossible.
Hope that gives you some ideas.
Others can suggest how to work around the relational backend table structures, it's just that (in my opinion) migrating to EPMA will be easier and have other benefits as well and you will also need a DBA. -
Budget Planning for Plant Maintenance
Explain functions for Budget planning through SAP BW-BPS (SAP Business Information
Warehouse)SAP has the MCB functionlity for this.
With maintenance cost budgeting (MCB) functionality, SAP offers a product life cycle management cross-application component supplying a solution for planning a maintenance cost budget. A MCB in general is a budget for all costs for maintenance, inspection, and repair of technical assets. In the stricter sense of SAP R/3 software, a MCB is a budget for PM order costs.
MCB provides the following planning scenarios with pre-configured standard entries:
- The history-based scenario is history-based and the budget categories are combined in one overall planning scenario. This scenario can create records with budget categories preventive, planned or unplanned.
- The ad-hoc (hist) scenario
- The maintenance plan scenario is zero-based and can only create records with budget use preventive.
- The task list scenario is zero-based and can only create records with budget use planned.
- The ad-hoc (plan) scenario is zero-based and can create records with budget categories planned or unplanned.
The benefits of an appropriate budgeting tool include:
- Tool to drive down maintenance costs
- Better data integrity than spreadsheet-based budgeting
- Access to your plan data from everywhere with a user-friendly front end (Web interfaces)
- Ability to reflect changes in near future
- Flexible and accurate reporting
- Integration with other enterprise systems
- Data extracted automatically from back-end system
- Reduction of the budget preparation time
- Continuous planning with standardized, automated budget processes
- Better transparency of the budget planning process
- Support of planning as a company-wide effort, with a great number of managers and employees contributing
- Not just a tool but analytical applications
Regards,
Paul -
How to ERPi Automation To planning application
Dear All ,
we are on critical issue , We are on EPM 3 tiers servers .
We are having planning and budgeting application . and we did successfully all erpi setup dataload and drill through .
Question 1 : How to automate ERPi data load ?
We are using ERPi to load data and metadata from EBS to our target Hyperion Planning Application .
during metadata load , members set to be at the root of the dimension .
Question 2 , How to choose where the extracted members to be placed at certain position at EPMA Hierarchy
Question 3 , Does Drill through doesn't work If we didn't metadata load ?Depending on version you can use batch scripts to automate the meta data rules and data load rules from a command line, this functionality was introduced from 11.1.2.1.501
Cheers
John
http://john-goodwin.blogspot.com/ -
Budgeting/Planning/Forecasting products
I am currently researching new internet based applications for
budgeting/planning/forecasting (rolling forecast). I am looking
at a product from Adaytum called eplanning. What Oracle
product(s) would be equivalent in functionalities and
capabilities to eplanning from Adaytum?
Is eplanning from Adaytum better than Oracle products for
Budgeting? Planning? Forecasting?
Where would I find an article that compare/rate them?
ThanksClarity Systems seems to be more flexible than Hyperion Planning. We've been using Planning now for 2 years and are considering transitioning to Clarity Systems. Clarity hooks up to Essbase cubes in the background just as Planning does but offers more features and less limitations than Planning. Hope this is helpful. Cameron
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Urgent help needed in creation of planning application
Hi,
Iam new to planning. I installed planning and configured(Created planning instance, Datasource). When i login into workspace and want to create new planning application. The wizard opens correctly. After giving application name, calender,currency type, Plan type, etc... when i click finish to create a new planning application, it says *"An error occured while processing this page. Check the log for detail".* But i observed one thing the application was created in Essbase without Databases and outline. So can anyone explain me wats the exact prob. where I can see the Log details. Help me.
Thanks in advance.Hi,
Databases will not be created until you created until you refresh to essbase from within planning, you are not up to that stage yet. Only an essbase application will be created.
What I suggest you do, is delete the essbase application. Then run planning from the start menu and not as a service, this will mean you will get any error messages displayed in the window.
Then try and perform the application creation again and see what errors are produced.
Cheers
John
http://john-goodwin.blogspot.com/ -
Problem with Hierarchies in BPS- Web-Based Planning Applications
Im trying to use a Web-Based Planning Application in BPS. The Datacolumns consist of a charecterisitc with a hierarchy. this hierarchy is time dependend. The timeframe is set correctly but i still receive an the following error message in my web browser:
"Hierarchy 'Hierarchy_name' is not valid for date 26.06.2004"
Does this error message look familiar to anybody? In the moment I have no clue what went wrongHello Tobias,
I assume you are talking about error message UPC 413 (it always helps to mention the message class and number). Please check table RSHIEDIR. The hierarchy you are using is not valid for the key date you specified (RSHIEDIR-DATEFROM > KEYDATE or RSHIEDIR-DATETO < KEYDATE). If you do not enter a key date in the planning area, the system will always use the system date. So either use a different hierarchy or maintain it differently to be valid on keydate (26.6.2004).
Regards,
Marc
SAP NetWeaver RIG, US BI -
Problem in Logging in to planning application in planning desktop
Dear Gurus,
Today morning I have added the new MSAD, which was previously configured with another IP. I am able to see all the users in the domain. I have given provision to one admin user, opened the Planning desktop and changed the DCOM settings as needed, but the system is not opening the planning application.
I need to open the application so as to refresh the security filters, which I am not being able to do.
I am not able to login to Planning Web with the same user.
I am using 9.2 planning and 9.0 shared services. please suggest accordingly.
Thanks in advance,
Giri Prasad
Edited by: Giriprasad on May 13, 2010 5:01 AMDear John thank you very much for response.
Domain server have been moved to another location, so IP has changed, I have updated the new IP in the shared services for the same.
Application owner is in the same domain users list. I just updated the DCOM settings.
Thanks
Giri Prasad -
Issue with LCM while migrating planning application in the cluster Env.
Hi,
Having issues with LCM while migrating the planning application in the cluster Env. In LCM we get below error and the application is up and running. Please let me know if anyone else has faced the same issue before in cluster environment. We have done migration using LCM on the single server and it works fine. It just that the cluster environment is an issue.
Error on Shared Service screen:
Post execution failed for - WebPlugin.importArtifacts.doImport. Unable to connect to "ApplicationName", ensure that the application is up and running.
Error on network:
“java.net.SocketTimeoutException: Read timed out”
ERROR - Zip error. The exception is -
java.net.SocketException: Connection reset by peer: socket write error
at java.net.SocketOutputStream.socketWrite0(Native Method)
at java.net.SocketOutputStream.socketWrite(SocketOutputStream.java:92)
at java.net.SocketOutputStream.write(SocketOutputStream.java:136)
at java.io.BufferedOutputStream.flushBuffer(BufferedOutputStream.java:65)Hi,
First of all, if your environment for source and target are same then you will have all the users and groups in shared services, in that case you just have to provision the users for this new application so that your security will get migrated when you migrate the from the source application. If the environs are different, then you have to migrate the users and groups first and provision them before importing the security using LCM.
Coming back to the process of importing the artifacts in the target application using LCM, you have to place the migrated file in the @admin native directory in Oracle/Middleware/epmsystem1.
Open shared services console->File system and you will see the your file name under that.
Select the file and you will see all your exported artifacts. Select all if you want to do complete migration to target.
Follow the steps, select the target application to which you want to migrate and execute migration.
Open the application and you will see all your artifacts migrated to the target.
If you face any error during migration it will be seen in the migration report..
Thanks,
Sourabh -
Financial report for essbase and planning application
Hi,
Can any one please explain me what is the difference between creating financial report for essbase application and planning application.
Considering we will have Essbase cube for the planning application
Thanks in advanceCorrect, the data that is stored in Essbase will be the same regardless of which connection type you use.
Data that is only stored in Planning can only be retrieved using a Planning connection. This includes Supporting Detail and SmartLists as these are stored in the Planning relational database.
As a general rule I always use an Essbase connection unless i specifically want to get supporting detail or smartlists but that is just me.
Hope this helps
Stuart -
Unable to load data to Hyperion planning application using odi
Hi All,
When I try to load data into planning using odi, the odi process completes successfully with the following status in the operator ReportStatistics as shown below but the data doesn't seem to appear in the planning data form or essbase
can anyone please help
org.apache.bsf.BSFException: exception from Jython:
Traceback (most recent call last):
File "<string>", line 2, in <module>
Planning Writer Load Summary:
Number of rows successfully processed: 20
Number of rows rejected: 0
source is oracle database
target account dimension
LKM SQL TO SQL
IKM SQL TO HYPERION PLANNING is used
In Target the following columns were mapped
Account(load dimension)
Data load cube name
driverdimensionmetadata
Point of view
LOG FILE
2012-08-27 09:46:43,214 INFO [SimpleAsyncTaskExecutor-3]: Oracle Data Integrator Adapter for Hyperion Planning
2012-08-27 09:46:43,214 INFO [SimpleAsyncTaskExecutor-3]: Connecting to planning application [OPAPP] on [mcg-b055]:[11333] using username [admin].
2012-08-27 09:46:43,277 INFO [SimpleAsyncTaskExecutor-3]: Successfully connected to the planning application.
2012-08-27 09:46:43,277 INFO [SimpleAsyncTaskExecutor-3]: The load options for the planning load are
Dimension Name: Account Sort Parent Child : false
Load Order By Input : false
Refresh Database : false
2012-08-27 09:46:43,339 INFO [SimpleAsyncTaskExecutor-3]: Begining the load process.
2012-08-27 09:46:43,355 DEBUG [SimpleAsyncTaskExecutor-3]: Number of columns in the source result set does not match the number of planning target columns.
2012-08-27 09:46:43,371 INFO [SimpleAsyncTaskExecutor-3]: Load type is [Load dimension member].
2012-08-27 09:46:43,996 INFO [SimpleAsyncTaskExecutor-3]: Load process completed.Do any members exist in the account dimension before the load? if not can you try adding one member manually then trying the load again.
Cheers
John
http://john-goodwin.blogspot.com/ -
Web Analysis reports based on Planning application
All,
I have migrated planning application from dev to prod using LCM, planning version 11.1.1.2. everything has been migrated and working fine.
Web Analysis reports, and Database connections are also migrated from DEV to PROD.
User has uploaded some PLAN data for FY10 through smartview on PROD server, but unable to see the data using Database connection migrated from DEVL but he can see the data when he creates new database connection on PROD.
both database connections are from same database but he cannot see any new data uploaded through smartview with old database connection and he have tons of reports based on old database connection.
can I change database connection for old reports with new database connection or do I need to fix something on my planning side.
Please provide some suggestions. I can give more info if required.
Thanks
Ravi SHi,
LCM will have created xml exports with the database connection information in them.
If you open one of the xml database connection exports you will see something like
<server-name>localhost</server-name>
<application-name>PLANSAMP</application-name>
<database-name>Consol</database-name>
You would need to update the information such as the servername in the files then import them in again using LCM.
Cheers
John
http://john-goodwin.blogspot.com/ -
Unable to open Planning application through Workspace
Hi All,
I have Installed and configured the Hyperion products in the following Order
->Foundation services
->Essbase server
->Essbase Administration service
->Planning
->Reporting and Analysis
->Workspace
We know that workspace is a single user interface.
After configuring, I tried to open the Planning Application through workspace but I could not able to find "*Classic Application Administration*" under Administer option of Navigate menu Kindly guide me.
Thanks and Regards
chiDamYou don't need to start downloading weblogic.
Usually the issue is that either the web server has not been configured (this is not weblogic) or the permissions are not correct in shared services e.g. the hss roles of application creator, dimension editor.
You can always try going to create a planning application directly first http://<planningmachine>:8300/HyperionPlanning/AppWizard.jsp
Cheers
John
http://john-goodwin.blogspot.com/
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