Cell comment, Documentation, annotation and supporting detail.

Hi All,
I am actually new to 'Hyperion Planning'. I know what comment, documentation, annotation and supporting detail means. But, can anyone tell me 'WHEN' to use each of these.
Thanks

I like to think of the cell comments like post-it notes. If you use them sparingly, they're very useful. If you use them all the time (or use comments in every cell) it's unlikely that they will be as effective.
With regards attaching a document, I think the same can be said.
With regards supporting detail, it always strikes me that if you need more detail within a given cell, that the system should be accommodating this through component child members, rather than a mix of some cells containing supporting detail and others not. I understand that it's quite nice functionality to have though, and looks good when demo'ing.
I think the main take away from this is that every time you show the comments etc to people the first question you get is "Can you report all the comments for a given time period?" and the answer is of course unfortunately "Not easily using a supported method".
Just my thoughts...

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Cell Comment and Supporting Detail with User ID

Hi,
I have created couple of SQL to generate the report on Cell Comments and Supporting detail from Planning repository tables 11.1.2.1.
This is working as expected Now I have additional requirement to provide the User information who added the cell comments or Supporting detail
Please let me know if anyone has this before - I wanted to know where the user information stored in these tables when someone entered cell comments
--Cell Text
SELECT
HSP_UNIQUE_NAMES.OBJECT_NAME AS Scenario,
HSP_UNIQUE_NAMES4.OBJECT_NAME AS Version,
HSP_UNIQUE_NAMES2.OBJECT_NAME AS Department,
HSP_UNIQUE_NAMES5.OBJECT_NAME AS YEAR,
HSP_UNIQUE_NAMES3.OBJECT_NAME AS Period,
HSP_UNIQUE_NAMES1.OBJECT_NAME AS Account,
HSP_CELL_NOTE.NOTE_ID,
HSP_CELL_NOTE_ITEM.CONTENTS
FROM HSP_CELL_NOTE
INNER JOIN HSP_CELL_NOTE_ITEM
ON HSP_CELL_NOTE.NOTE_ID = HSP_CELL_NOTE_ITEM.NOTE_ID
LEFT JOIN HSP_UNIQUE_NAMES
ON HSP_CELL_NOTE.DIM1 = HSP_UNIQUE_NAMES.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES1
ON HSP_CELL_NOTE.DIM2 = HSP_UNIQUE_NAMES1.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES2
ON HSP_CELL_NOTE.DIM3 = HSP_UNIQUE_NAMES2.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES3
ON HSP_CELL_NOTE.DIM4 = HSP_UNIQUE_NAMES3.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES4
ON HSP_CELL_NOTE.DIM5 = HSP_UNIQUE_NAMES4.OBJECT_ID
INNER JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES5
ON HSP_CELL_NOTE.DIM6 = HSP_UNIQUE_NAMES5.OBJECT_ID
--Supporting Detail
SELECT
HSP_UNIQUE_NAMES.OBJECT_NAME AS Scenario,
HSP_UNIQUE_NAMES4.OBJECT_NAME AS Version,
HSP_UNIQUE_NAMES2.OBJECT_NAME AS Department,
HSP_UNIQUE_NAMES5.OBJECT_NAME AS YEAR,
HSP_UNIQUE_NAMES3.OBJECT_NAME AS Period,
HSP_UNIQUE_NAMES1.OBJECT_NAME AS Account,
HSP_COLUMN_DETAIL_ITEM.LABEL,
HSP_COLUMN_DETAIL_ITEM.POSITION,
HSP_COLUMN_DETAIL_ITEM.OPERATOR,
HSP_COLUMN_DETAIL_ITEM.VALUE,
HSP_COLUMN_DETAIL.DETAIL_ID,
HSP_COLUMN_DETAIL_ITEM.GENERATION
FROM HSP_COLUMN_DETAIL
INNER JOIN HSP_COLUMN_DETAIL_ITEM
ON HSP_COLUMN_DETAIL.DETAIL_ID = HSP_COLUMN_DETAIL_ITEM.DETAIL_ID
LEFT JOIN HSP_UNIQUE_NAMES
ON HSP_COLUMN_DETAIL.DIM1 = HSP_UNIQUE_NAMES.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES1
ON HSP_COLUMN_DETAIL.DIM2 = HSP_UNIQUE_NAMES1.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES2
ON HSP_COLUMN_DETAIL.DIM3 = HSP_UNIQUE_NAMES2.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES3
ON HSP_COLUMN_DETAIL.DIM4 = HSP_UNIQUE_NAMES3.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES4
ON HSP_COLUMN_DETAIL.DIM5 = HSP_UNIQUE_NAMES4.OBJECT_ID
INNER JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES5
ON HSP_COLUMN_DETAIL.DIM6 = HSP_UNIQUE_NAMES5.OBJECT_ID
Regards,
KP

I like to think of the cell comments like post-it notes. If you use them sparingly, they're very useful. If you use them all the time (or use comments in every cell) it's unlikely that they will be as effective.
With regards attaching a document, I think the same can be said.
With regards supporting detail, it always strikes me that if you need more detail within a given cell, that the system should be accommodating this through component child members, rather than a mix of some cells containing supporting detail and others not. I understand that it's quite nice functionality to have though, and looks good when demo'ing.
I think the main take away from this is that every time you show the comments etc to people the first question you get is "Can you report all the comments for a given time period?" and the answer is of course unfortunately "Not easily using a supported method".
Just my thoughts...

Hyperion Planning Comments and Supporting Detail

I understand that Comments and Supporting Detail are kept in SQL. The question is which DB (if not HYP_PLANNING) and what is the table? thanks...

Cameron,
You should be able to export a file from LCM in an automated fashion.
My theoretical process involves four XML files (you could name these anything - these are just my names):
1) Export_Migration_Definition.xml (This XML file tells the Utility.bat what to export into files 3 & 4 below - Comments and Supporting Detail.)
2) Import_Migration_Definition.xml (This XML file tells the Utility.bat what to import into your Planning app - again Comments and Supporting Detail.)
3) Cell Texts.xml (This is the file that LCM creates with cell text. We'll need to change the version name in this file.)
4) Supporting Detail.xml (This is the file that LCM creates with supporting detail. We'll need to change the version name in this file.)
So where did I get files 1 & 2? If you go into LCM, and setup a manual migration, at the end, you'll see a button to "Save Migration Definition". Planning will create these two files for you. You'll need to go through the motions as if you were going to execute an export, and an import. Except you won't go all the way. At the end of the process, instead of pressing "Execute Migration", you'll press "Save Migration Definition" instead.
Once you've got the Export_Migration_Definition.xml and Import_Migration_Definition.xml, you can automate the export and import. At this point you'll be exporting and importing the same comments and supporting detail, just to make sure it works. Then you need to insert a step in your batch process that does a find/replace on the Version name. You'll be doing the find and replace on files 3 & 4 above. I used Google to find several examples of Find/Replace as part of a batch process.
Please let me know if you see any holes in this. I really don't think you need to interact directly with the repository for either the export or the import. In reality, you don't want to import directly into the SQL repository anyway, because you would typically need to recycle Planning for your changes to take effect.
Hope this helps,
- Jake

Annotations Supporting details

Hi All,
Can I know the difference between Annotations and supporting details??? Is annotations applicable on;y to accounts?? And is there any way that we can export annotations and supporting details to excel ? Please advice
Thanks in Advance

Hi,
Annotation , in very simple terms as Johngoodwin said are comments to accounts and they can be as simple plain text or URL.
Comign to the supporting details (these are the cells in the dataform which are green in colour, if you see any in your form). They have a built in calculator and altogether a different functionality
You can find all information about supporting details , in chapter 6 "working with supporting details" in hp_user document. Explanation with example has been provided.
Hope this info helps
Sandeep Reddy Enti
*HCC*
http://analytiks.blogspot.com

How to move supporting details from one intersection to other?

Hi,
I want to move data from one intersection to other along with supporting details and comments. Now i want to delete everything (data, supporting detail and comments) from previous intersection. I know how to clear data but do not know how to delete comments and supporting details form that intersection.
Can you help me with this?
Thanks!

I have found it.
Thank
Its Adminstration -> Clear Cell details..

Displaying Supporting Details in FR

hi expert,
is there any way to display Supporting details in fr horizontally ?? i want to display supporting detail just like a pivot...do you have some clue??
regrd,
tyo

Hi,
To show supporting detail for the Planning Details database connection:
1 Open a report and select a row in the grid that contains a member with supporting detail.
2 In the Row Properties sheet, select Display Supporting Details.
3 Specify whether to allow page breaks with the rows of supporting detail:
a) To allow a page break within the rows of supporting detail, select the Allow Page Break Within check box.
b) To keep the parent member and the supporting detail on the same page, deselect the Allow Page Break Within check box. If the supporting detail does not the currentpage, the parent member and supporting detail is moved to the next page.
Note: If the supporting detail spans multiple pages, this option defaults to Allow Page Break Within and page breaks are used.
4 Optional: To position the supporting detail before or after the parent member, select the Grid
Properties sheet, select the Position category and select an option in the Position of Supporting Detail
box:
a) To display supporting detail before the parent member, click Before Members.
b) To display supporting detail after the parent member, click After Members. This is the default.
Regards,
Vinit

Web Logic Licensing and Support

Hi all,
We would like to know about Web Logic Server licensing and support details. Much appreciate your valuable inputs
Thanks!

Hi,
You can find the premier support Details here:
http://www.oracle.com/us/support/premier/software/overview/index.htmlIf you have further queries then, you will find "Sales Chat Live" [Right Side], your queries Should be answered:
http://www.oracle.com/us/products/middleware/application-server/index.html [Go to Sales Chat Live]
HTH
GD,
Ashish

Reader Extensions & offline collaboration, annotations and commenting??

I recently finished creating a first aid report in LiveCycle Designer.
The form includes a diagram of the human body (front and back), and we ask users to circle the body part affected or injured. This assumes that users will have access to annotations and commenting. However, I have discovered that, when opening this in Acrobat and exporting/saving the file as a Reader-enabled PDF (supposedly enabling Reader Extensions, in other words), this does not appear to have any effect: the annotation and commenting tools are not accessible in Reader.
It does appear, however, that users may still submit the form via email.
I do not fully understand usage rights and perhaps I'm also not fully understanding the [rather obfuscatory] Adobe documentation. Can these usage rights be enabled through Reader Extensions alone, or does our organization need to have some kind of special collaborative "magic" on the server in order to achieve this?
Can someone provide me with a detailed step-by-step that explains how this might be achieved?
Again, forgive my ignorance. [Offline] collaboration is not something I'm familiar with, being very new to the world of forms design in LiveCycle Designer. (We are using ES2, if that makes any difference...)
Thank you.

Hello, George.
The form in question does collect the following information:
- witnesses' names (first and last) with the ability to add/remove rows
- button to allow the user to attach witness statements and other supporting documents (e.g., photo of location, hazards, wounds/injuries)
There are also autoexpanding textfields that ask for the user to describe the location, incident, injuries sustained, hazards/environmental conditions that caused the incident/injury, preventive/corrective actions to be taken, etc.
All of our forms include a "Submit by Email" button and this has not presented any problems, regardless of platform; the only challenge thus far is that those using Reader won't be able to attach anything using the button in the form itself; they must use Acrobat instead. The workaround for that is to attach a message to the button using the Action Builder that lets users know this and that, if uing Reader, they will need to save a local copy of the form and ensure that they attach all pertinent supporting documents to their outgoing email message.
We'd like our forms to remain flowed, if possible. WIth this one, it's the piece asking the user to circle the affected/injured body part(s) that is at the root problem, it seems.
George, could you tell me more about distribution and what this entails? We are a large organization (3000+). I'm not certain of the particulars of our particular license agreement; I'd have to look into that further.
Where else might we potentially run into difficulty?
Thanks again for your help and information.

Migrating Supporting Details/Comments

We recently created a new Hyperion environment by copying our production environment. After that, we created a new dimension for our use going forward. We realized that all supporting details and comments were missing. It makes sense because the details and comments are pointing at specific intersections of data in the SQL database. I've written the SQL to add a default member from the new dim to all the supp details/comments and that fixes the majority of the problem by linking the details to the correct intersections. When I go back into a Planning form and drill down, i can now see the supporting details and comments. However, the form's cells are not turning blue, which is the visual cue that there are underlying details. Does anybody know how these cells get the blue shading that represents underlying details?
Here's my SQL that adds the default new dim member to my underlying details:
UPDATE HSP_COLUMN_DETAIL
SET DIM9 = '233295' --DIM9 is the new Dim and 233295 is the object code of the new dim's default member
WHERE DIM9 = ''
Thanks-
Cameron

Planning uses a caching system so if you make changes directly to the tables (which is not supported) then planning will not always be aware of the changes, if the tables updates are valid then usually a restart of the planning web app will pick up the changes.
Cheers
John
http://john-goodwin.blogspot.com/

Supporting detail disappeared and the could not edit

We have a planning app (v 11.1.2.2) and one user told me he entered some data into supporting detail for one cell. After he save it and the cell data became 0. And he could not edit that cell anymore. Tried to editing supporting edit for that cell brought back a blank page. I tried that cell and although the data is 0 and I could not update supporting detail either. It just brings a blank page for supporting detail. User can still enter and edit supporting details for other cells. I can think of a couple things to do:
1. Check the relational db and delete the supporting detail for that cell.
2. Restart Planning services to see if that fixes it.
But before I do that, I want to know if anyone of you encounter the same thing or not. And is there any other way to fix that.
Thanks

Thanks! That icon color is barely visible. I never noticed it was there! I need to change it to more contrast color.

Is there a way to upload Supporting Details into a cell in Planning?

Is there a way to upload Supporting Details in a cell in Planning from a couple of rows of data in Excel ?
We have a lot of supporting details in excel rows that we want to load into one cell in Planning Web form 11.1.1.3.
I know how to extract Supporting Details from Planning's RDBMS repository, but has anyone successfully reverse that process and update Planning's Supporting Detail Tables with data?

You can reverse the process of how you exported the information using SQL to import the new information.
I think you will need to restart the planning service for it to take effect, best to test it on a dev environment until you are comfortable with the SQL
Or you can use LCM, use LCM to export supporting details, then look at the xml document for the format.
You can then create your own XML document and use LCM to import it in.
I would probably try the LCM route first.
Cheers
John
http://john-goodwin.blogspot.com/

Supporting details vs Excel to "lock and send"

If user update Supporting details into a Planning form cell, then use Excel to "lock and send" a different dollar amount to that same cell, who will have precedence?
Is there a utility that will force/ synchronize Planning to roll up supporting detail's dollars into Essbase cell (thus overwriting L&S)?

Hi,
Supporting detail information is held in the planning relational repository, essbase holds the total number.
If a user enters supporting details in planning and then locks and send data straight into essbase then planning supporting details will be out of sync.
If you are using supporting details then you should try avoid this situation by entering data via planning or smartview.
Cheers
John
http://john-goodwin.blogspot.com/

I cannot copy and paste details from my bank statement into a word document, without the formatting changing.I have a message in my Error console which reads: server does not support RFC 5746, see CVE-2009-3555

Since transferring data from my desktop to my laptop, i am now having problems copying and pasting details from my bank website in to a word document, the formatting is all over the place. This didnt happen before, when i pasted the details in to the word document the formatting was exactly the same as on the webpage. If I use internet explorer, I dont have this problem, so, I can only assume it has something to do with Firefox. I have checked the "Error console" and I am receiving this message: server does not support RFC 5746, see CVE-2009-3555.

Maybe:<br />
Dafizilla Table2Clipboard: https://addons.mozilla.org/firefox/addon/1852

How to I set an internal link in a PDF document using Preview? After setting a link under the Tools/Annotations menu, the link doesn't work and no detailed instructions are provided.

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I am looking for details, purpose and supported operations on the following objects:
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Cell comment, Documentation, annotation and supporting detail.

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