New to Planning and Budgeting

Hi,
I am new to Hyperion Planning and Budgeting application, though strong in domain. Please give me some key inputs and points of the module where I need to concentrate if I have to learn fast.
Thanks in advance..

http://www.packtpub.com/getting-started-with-oracle-hyperion-planning-11/book which is based on 11.1.2
http://www.amazon.co.uk/Look-Smarter-Than-Hyperion-Planning/dp/0557409810 which is a based on 11.1.1.x so it is a bit older and does not include the newer features of 11.1.2
Cheers
John
http://john-goodwin.blogspot.com/

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Planning and Budgeting application

Hi Folks,
I new to Hyperion and currently i am learning. If i say end to end implementation of Hyperion Planning and Budgeting application....what does that exactly mean in real time of perspective? I have sales database so please explain me keeping sales database in your mind.
Edited by: user11145584 on Apr 14, 2010 5:51 AM

Sorry, I misunderstood the below:
what does that exactly mean in real time of perspective^^^ I thought you meant "How long does it take?"
I don't think a Planning implementation is any different than any other IT project:
1) Requirements gathering
2) Tool selection
3) Development environment install (concurrent with 4, 5, 6, 7, and 8) Install prod whenever 3 works
4) Design sessions
5) Design docs
6) Prototypes
7) Metadata and data sourcing
8) Repeat of 4 thorugh 7 as required
9) Sign-off
10) Build in prod
11) UATs/Assembly Test/whatever test
12) Happy shiny day -- lo, the project is complete
Lots of other steps but again, is the above any different than anything else? Just specialized skills (business, tool(s)) on the analysis and implementation side.
As to that:
Essbase
Some hint about the way a Chart of Accounts works
Data sourcing
Metadata sourcing
Planning "quirks" knowledge
Hopefully others will chime in, but I've given you at least a straw man view of it.
Regards,
Cameron Lackpour

Questions on Enterprise Planning and Budgeting

Hi,
First of all: this may be a very wrong place for posting these questions. However, I could not find a forum that seemed closer to the matter so I try it anyway.
With EPB close to hitting the streets, some questions starting popping up - especially now that Oracle has recommended one of my customers - who is just starting out with Business Intelligence and are not E-Business Suite users - to embark on the EPB course.
It is stated by Oracle that EPB - although it is an integrated component of the Oracle EBusiness Suite â can be used as stand-alone product. You can load data into interface tables. Questions:
Does EPB work on its own Data Warehouse and if so, is this DWH also available to other OLAP tools for Analysis? Or should organizations doing Analysis and Reporting apart from EPB have a separate DWH for those OLAP queries?
Does Oracle recommend loading data directly from operational sources into the FEM Interface Tables or does Oracle think it best for non-EBusiness Suite customers to set up a Data Warehouse independently of EPB and in a later stage implement processes to extract data from that DWH into the FEM Interface. Are the FEM Interfaces tables at the operational (fact) level or do they already have some sort of consolidation in them?
Can Oracle somehow convince us that while EPB does not provide hooks for customization it will offer reports desired by non-EBusiness Suite customers with potentially very varied businesses? How much of EPB benefits are you missing out on if you do not have the E-Business Suite? What is EPB then giving you that with OWB and BI Beans/Discoverer you can not easily build yourself?
The specific case of my customer: they have clear requirements for Management Information. Most of these are about analyzing histrical data (the classic slicing and dicing); forecasting and budgeting would be a nice to have in the longer run. They currently do not have a proper Data Warehouse. They have a consolidation point for some operational data. No dimensions have been defined, no data cleansing is performed and some data is not available at all. I am wondering whether EPB would be the proper tool for them to start with. Given their requirements as well as their lack of current experience with BI as well as the relative uncertain situation with regard to the data sources, I would feel more comfortable with a more down-to-earth approach: start designing a DWH and the processes to populate it as well as developing the most urgently needed reports. In that case, EPB would be brought in at a later stage â when the organization as well as the data management is ready for more advanced stuff.
Is there anyone, especially from Oracle, who would care to comment? Also on my feeling that Oracleâs recommendation to use EPB is perhaps somewhat influenced by Oracleâs desire to build up references and experience with this brand new tool â that, as I understand it, is not even generally available â only a âcontroller releaseâ is available right now.
Thanks for anyone for your insights.
best regards,
Lucas

Lucas
Please note these are not official Oracle or my employers answers, just my interpretation. Hope this might help though.
"Does EPB work on its own Data Warehouse and if so, is this DWH also available to other OLAP tools for Analysis? Or should organizations doing Analysis and Reporting apart from EPB have a separate DWH for those OLAP queries?"
EPB has it's own EPF schema, which it shares with Oracle's other CPM applications, but it's not a traditional warehouse schema arranged as a star schema, you're not supposed to load data directly into it, and it's really designed for storing data that needs to be loaded into AWs for analysis. You'll therefore still need to build your own warehouse schema, and then load data (through the interface tables) into the EPF schema for use with EPB.
"Does Oracle recommend loading data directly from operational sources into the FEM Interface Tables or does Oracle think it best for non-EBusiness Suite customers to set up a Data Warehouse independently of EPB and in a later stage implement processes to extract data from that DWH into the FEM Interface. Are the FEM Interfaces tables at the operational (fact) level or do they already have some sort of consolidation in them?"
It depends. Data can be loaded directly into the EPF (new name for FEM) schema, but you'll probably want to cleanse and transform it first, most probably in a data warehouse. The data that goes into the EPF schema is at transaction level, and EPB will perform any aggregations as it loads data into it's AW. Of course data in the form of balances - that goes into the EPF balances table - will be to an extent already summarised (or at least snapshotted) but the twenty user data tables are just regular fact tables, with the granularity set to whatever you require.
"Can Oracle somehow convince us that while EPB does not provide hooks for customization it will offer reports desired by non-EBusiness Suite customers with potentially very varied businesses? How much of EPB benefits are you missing out on if you do not have the E-Business Suite? What is EPB then giving you that with OWB and BI Beans/Discoverer you can not easily build yourself?"
Too early to see really, especially as no-one apart from Oracle has done an EPB implementation yet. With regard to the question about what EPB gives you that OWB and BI Beans don't already give you, I think the relevant bit is "you cannot easily build yourself". EPB is an application, not a toolset, and it'll appeal to those people that want to buy a supported planning and budgeting application from Oracle, that integrates with e-Business Suite and doesn't require them to build everything from the ground upwards. With OFA and OSA you could have course build a similar application yourself, using Visual Basic or Express Objects and Express Server, but for most people buying it from Oracle was a more sensible solution.
"The specific case of my customer: they have clear requirements for Management Information. Most of these are about analyzing historical data (the classic slicing and dicing); forecasting and budgeting would be a nice to have in the longer run. They currently do not have a proper Data Warehouse. They have a consolidation point for some operational data. No dimensions have been defined, no data cleansing is performed and some data is not available at all. I am wondering whether EPB would be the proper tool for them to start with. Given their requirements as well as their lack of current experience with BI as well as the relative uncertain situation with regard to the data sources, I would feel more comfortable with a more down-to-earth approach: start designing a DWH and the processes to populate it as well as developing the most urgently needed reports. In that case, EPB would be brought in at a later stage â when the organization as well as the data management is ready for more advanced stuff."
Yes, I'd agree with this approach. EPB isn't the place to start integrating and consolidating data, and the EPF schema isn't where you'd want to store your complete data warehouse. You could of course, using the twenty data tables and the user defined dimension tables, but you'd pretty much be limited to querying via EPB (the schema isn't really suitable for querying directly using tools such as Discoverer) and the AW that EPB creates wouldn't be suitable/supported/documented for use by regular OLAP API tools such as Drake or the BI Beans. If it was down to me, I'd build the warehouse as normal, using OWB or any other ETL tool, create my dimensional model as normal, then take selected data out and put it in the EPF schema, and then carry out my planning & budgeting using EPB. I'd then still run Discoverer / Discoverer "Drake", or BI Beans or any other ad-hoc query tool against my warehouse schema for the warehouse "power users", and use EPB as the application for my finance and planning department,

Integration HP Planning and Budgeting to Oracle eBS.

hey guys,
i am very new to Hyperion and i want to know how to integrate Hyperion Planning and Budgeting to Oracle eBS.
thanks and regards,
Rahul.

Hello,
Unfortunately there is no prebuilt package that makes "Planning the source for OracleEBS". Right now the ERPi software you are looking at will only control budgetting information. You can review the current compliance of the software by doing a review of the documentation under the chapter "Data Write-back Rules".
If you are looking to source pure data from Planning into OracleEBS then a custom solution will need to be developed and maintained outside of the Hyperion software .... or built to plug into the Hyperion Software (like ODI).
Thank you,

Report Internal Order needed - showing Plan and Budget Values?

Hello,
I want to create a report (Report Writer/Painter) which shows for example in one column the planned values and in another column the budget value of an order group.
I know the standard reports S_ALR_87012993 - Orders: Actual/Plan/Variance and the other standard report S_ALR_87013019 - List: Budget/Actual/Commitments.
My question: Is it possible at all to have these both values plan and budget by order/order group in one report? - Or it is not possbile because these values are stored in different tables and different libraries?
If it is possible with Report Writer, I would be very glad - if not, is there any other chance (e.g. individual programmed report)?
For any comments or hints thank you in advance.
Regards,
VCG

HI,
both are report painter reports for libraries 6O1 and 6O2 which are based on reporting tables CCSS and RWCOOM.
Try to find all value fields that you need in 6O2 / RWCOOM as this is the "big brother" of 6O1/ CCSS.
Best regards, Christian

Enterprise Planning and Budgeting

Dear All
Does the Module enterprise planning and budgeting provides controlling functionality similar to encumbrance accounting in GL, or any other control functionality on transactions like Requisition/PO/Invoice Item Wise...?

Oracle Hyperion Planning, including PBCS, does not include built in functionality for pre-expenditures (a.k.a. encumbrances) or most other accounting controls you would find in PeopleSoft / Fusion Financials. However, you can build this type of functionality into your Planning application.
For example, you could use the Version dimension in Planning (or create a seperate dimension for this purpose) to contain children members which would hold multiple entry types:
Version
     + Approved
     + Encumbrances
     + Adjustments
Version would equal Approved + Encumbrances + Adjustments. Then you could create a Business Rule to do the following: 1) Approved = Approved + Encumbrances 2) Clear Encumbrances. You could build the security in Planning to control who can input into "Approved" and who can run the Business Rule. You could even use the Hyperion Planning workflow capabilities to incorporate work-flow controls into this process.
Hyperion Planning, and PBCS, provides the flexibility to build most financial processes and controls, but it is certainly not out-of-the-box functionality.
Hope this helps.
Jason Wells

Oracle Hyperion Planning and Budgetting

We are planning to use the Oracle Hyperion Planning and Budgetting Product for our organization.And we are in the process of finding the best practice OR best suite Database software for Oracle Hyperion.
Which database software product is best suite for Oracle Hyperion Planning and Budgetting?
Our Source Systems
Oracle E-Business Suite R12
PeopleSoft Campus Solution
Appreciate your commnets on this matter... Thanks

Hi,
you can try the following:
Go to [http://service.sap.com/bosap-support] and navigate to Documention->Product Guides . Select SAP BPC and you should get the links to the related documentation.
If you still get problems to access it, you must issue a message to SAP (service.sap.com/support) asking them to allow you accessing the documentation on SAP BPC.
Regards,
Stratos

Workforce Planning in Planning and Budgeting Cloud Servie

Hi Experts,
Does Oracle Planning and Budgeting Cloud Service (PBCS) have Pre-build modules Workforce Planning, Capital Asset Planning and Project Finance Planning.
According to my understanding PBCS doesn't have any pre-build modules. I am not sure whether recently it has been added or not, so I wanted to double check.
Thanks in Advance.
Regards
SKH

PBCS still does not offer other planning modules like Workforce plnning/Capex etc.
you can see more info at https://docs.oracle.com/cloud/latest/pbcs_common/CSPGS/apes02.html
Regards,
Sunil

Planning and Budgetting - Installation Help

Hi,
I have installed the Planning and Budgetting SW.
Now after configuring the in the configuration manager I get some errors on starting the client.
Please help me in understanding what is wrong so that I can fix it.
There was an error launching the application. Please contact your system administrator:
System.Exception: Error while invoking member: ManagedInit1 - Specified primary system ch28837 is invalid or improperly configured ---> System.ArgumentException: Specified primary system ch28837 is invalid or improperly configured
   --- End of inner exception stack trace ---
   at SRC.Core.Common.LateBoundHelper.InvokeMethodDirect(String methodName, BindingFlags flags, Object[] args)
   at SRC.Core.Common.LateBoundHelper.InvokeMethod(String methodName, Object[] args)
   at SRC.Core.Host.HostProcess.StartUp()
Thanks a lot in advanced for the help
Regards,
Chinmay Herwadkar

hi, guy
to achieve this, you need to implement the BPS in BW, and make the BPS and CRM integration.
In standard, CRM Marketing is integrated with BPS, you can login the CRM and open the BPS windows in Marketing object screen, fill your cost plan or trade plan or sale plan.
For WBS elment, you need to activate the configuration in PS mode and middleware between CRM and ERP.
If you don't need to use PS, maybe you can use Claim in CRM to manage the expense and cost in campaign.

Details abt Hyperion Planning and Budgeting

Hi Experts,
I want the entire details about Hyperion planning and budgeting for my project. I don't now anything about the Hyperion. I am in SAP BI. Please guide me in this matter...

try this :
http://download.oracle.com/docs/cd/E10530_01/welcome.html
and http://download.oracle.com/docs/cd/E10530_01/doc/nav/portal_5.htm for manuals and
http://edelivery.oracle.com/ for full access to software

Marketing planning and budgetting(costing)

Hello CRM Experts,
My client wants to implement marketing planning and budgetting (costing). They do not want to use SAP Project System.**
*.How campaign can be replicated in SAP ECC and assigned to WBS element. Can you please provide your imput as early as possible.*
Thank you very much in advance
Eliz

hi, guy
to achieve this, you need to implement the BPS in BW, and make the BPS and CRM integration.
In standard, CRM Marketing is integrated with BPS, you can login the CRM and open the BPS windows in Marketing object screen, fill your cost plan or trade plan or sale plan.
For WBS elment, you need to activate the configuration in PS mode and middleware between CRM and ERP.
If you don't need to use PS, maybe you can use Claim in CRM to manage the expense and cost in campaign.

Oracle enterprise planning and budgeting and public sector budgeting

What is the difference between Oracle Enterprise Planning and Budgeting and oracle public sector budgeting
early response is requested please

Have you checked these docs?
Implementing Oracle Enterprise Planning and Budgeting (R12.ZPB.A) [ID 412329.1]
Using the Excel Add In with Oracle Enterprise Planning and Budgeting (R12.ZPB.A) [ID 412327.1]
Implementing Oracle Enterprise Planning and Budgeting (R11i.ZPB.B) with Oracle General Ledger [ID 356471.1]
Oracle Enterprise Planning and Budgeting Release Notes, Release 12.1.1 [ID 811206.1]
Oracle Enterprise Planning and Budgeting Release Notes, Release 12.1.2 [ID 970886.1]
Oracle Enterprise Planning and Budgeting Release Notes for Release 12.1.3 [ID 1173834.1]
Thanks,
Hussein

Hyperion Planning and Budgeting

Hi all,
I want to know about the hyperion planning and budgeting. Please guide me in it...

Hi,
you can do the same work in SEM-BPS as with Hyperion.Only difference being the integrity of the various modules.As well the integrity of SEM with BW is much more powerfull and versatile than Hyperion with BW.Only reason being its a third party software. Hyperion is another BI tool independant of SAP BW. It is not the same tool than the BEx analyzer used only for querying BW data
Suggestions:
BW data could be reported from Hyperion by connecting the system with the right adapter; the other way around isn't possible (querying hyperion data via BW) except by setting the hyperion DB as a DB/UD Connect source system and having remote IProviders on-top of it.
If you want ,you'll synchronize BW metadata in Hyperion and then create a report in Hyperion which will retrieve data from a BW query released for OLE/DB for OLAP (query properties/extended)
now you can access any BW query / cube / multiprovider in BW
Remember that hyperion has been bought by Oracle some months ago...
http://www.hyperion.com/solutions/environment/sap.cfm
Hope this helps,
Regards
CSM Reddy

BusinessObjects VS Hyperion (Planning and Budgetting)

Hi,
I need some documents which would help me compare these two products.
Also if you know some links where I could learn more about the "Planning and Budgeting Module"
Regards,
Chinmay Herwadkar

Hi,
you can try the following:
Go to [http://service.sap.com/bosap-support] and navigate to Documention->Product Guides . Select SAP BPC and you should get the links to the related documentation.
If you still get problems to access it, you must issue a message to SAP (service.sap.com/support) asking them to allow you accessing the documentation on SAP BPC.
Regards,
Stratos

Multiple currency planning and budgeting?

Hi all
We are having a requirement of planning and budgeting in same WBS with multiple currencies and also seeing reports in different currencies on single screen.
Now has anybody explored this area and has anything to suggest.
Thanks in anticipation
Raman

Hi Raman
The following is the literature from SAP on the subject. You may find it useful.
Planning and Budgeting in Any Currency
Use
International groups often use one uniform company code currency (group currency) in CO. However, it may be necessary to plan and budget in the respective local currency as the majority of costs will be incurred in the local currency. The local currency is usually the corresponding company code currency.
Previously only budgeting of jobs (orders and projects) was possible in the local currency.
From Release 4.70, you can also budget investement programs in the local currency. In addition, it is possible to plan investment programs, appropriation requests and jobs directly in the local currency.
As was previously the case for orders and projects, plan and budget values for investment programs and appropriation requests are also saved in both the controlling area and local currencies defined in the master record of each object. If you change or re-specify the exchanged rates used, it is now possible to recalculate the values in the local currency using the values in the controlling area currency, and vice-versa.
In reporting for IM, it is even possible to calculate evaluations in any report currency (plan, budget and assigned values). If the values are available in the specified report currency, they are issued unchanged. If they are not available, they are converted from the controlling area currency into the report currency.
Effects on Existing Data
Before Release 4.70, the plan values for appropriation requirements, were only saved in the controlling area currency. This was also the case if a local object currency was specified in the master record for the appropriation requirement. From Release 4.70, the plan values for appropriation requirements are always saved in the controlling area and local currencies. Therefore, you must adjust appropriation requests that were created in an earlier release and use a local currency that varies from the local object currency. The easiest way to do this is to use the program RAIMCRC2 to recalculate the plan values in the local object currency for appropriation requests whose plan values are in the controlling area currency (transaction IMCRC2, menu path: Financial Accounting -> Investment Management -> Appropriation Requests -> Tools -> Recalculate Currency Plan for Appropriation Requests). Before you run the program, select the relevant option in the Process Control section of the initial screen.
Effects on Customizing
Adjustment of Planning and Budget Profiles
To enable the planning of investment programs, appropriation requests and jobs in a transaction currency different to the controlling area currency, you must adjust the relevant planning profiles.
To enable the budgeting of investment programs in a transaction currency different to the controlling area currency, you must adjust the relevant budget profiles.
In the planning currency (or budgeting currency) section of the planning (or budget) profile, you must define the transaction currency in which planning (or budgeting) is to be executed:
Only in the controlling area currency (default),
Only in the object currency
(= local currency defined in object master record ) or
In a transaction currency chosen at the start of planning/budgeting
(this option is not possible for appropriation requests).
In the planning or budget profiles, you must also define the exchange rate types to be used for the conversion of total values that are not dependent on the fiscal year.
To adjust the planning profiles, use the process steps:
Maintain Planning Profiles (investment programs)
Maintain Planning Profile for Cost Planning (appropiation requests)
To adjust the budgeting profiles, use the process steps:
Define Budget Profiles for Investment Programs (investment programs)
Exchange Rate Types
In the fiscal-year-dependent data of the CO planning versions, you must also define the exchange rate types to be used for conversion of plan values that are not dependent on the fiscal year.
For conversion of fiscal-year-dependent budget values and fiscal-year-dependent plan values of appropriation request variants not yet assigned to a plan version, each exchange rate type is taken from the fiscal-year-dependent data of the CO planning versions 0.
As the plan or budget values are stored in the transaction, controlling area, and local currencies, the exchange rates used must enable the conversion of the transaction currency into the controlling area and local currencies. Where necessary, the exchange rates used must be extended.
To enter the exchange rate types, use the process step:
Define Versions (investment programs)
Change Planning or Budget Currency
If you always planned or budgeted existing investment programs/measures in the controlling area currency, it is not subsequently possible to change the planning or budget currency to the object currency in the planning or budget profiles. This conversion is not prevented in Customizing, but leads to an error when you next plan or budget existing investment programs/measures. Alternatively, you can convert the planning or budget currency into the transaction currency in the planning or budget profiles, and set the object currency indicator as default.
A similar restriction does not exist for appropriation requests. You can change the planning currency in the planning profile at any time.
Use the process step under "Adjust the Planning and Budgeting Profiles".
Detailed Planning
When you call up detailed planning from structure-based cost planning or revenue planning, the standard SAP planning profiles are used, to which the standard SAP planning layouts are assigned. These planning profiles cannot be changed in the planning transactions. Import the standard SAP planning layouts 1-401-IM, 1-402-IM, 1-403-IM, 1-701-IM, 1-702-IM and 1-703-IM using the transaction OKBF from client 000 in your client.
To execute the import, choose the process step:
Import Standard Planning Layouts.
Reporting Currency for IM Reporting
In IM reporting, if you want to be able to specify a reporting currency that is different to the controlling area and object currencies used in the investment program items or subordinate appropriation requests and measures, another exchange rate type is required for the due conversion of plan, budget, or values into the reporting currency. You define this exchange rate type in Customizing for the program type for the investment program to be reported ( Group Reporting).
To enter additional reporting currencies, use the process step:
Define Program Types (investment programs)
you may also refer the following link in SAP help on the subject
[http://help.sap.com/saphelp_47x200/helpdata/en/86/98853478616434e10000009b38f83b/frameset.htm]
Venu

New to Planning and Budgeting

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