Planning form question

Hi,
Would anybody know how to create a Planning form that allows users to save data at an upper level member?
I can submit the data at an upper level through an adhoc query in Smart View, but I don't have the same access when using the Planning form in Smart View.
If the upper member data storage option is set to "store" it holds the number. I then wrote a calc script that rolls up all items except the account members I want to keep from rolling up.
What's holding me up is that I can't get the Planning form to show the yellow entry cells at the upper level for these accounts.
Thanks,
Sujani

Have a look at target versions :- http://download.oracle.com/docs/cd/E17236_01/epm.1112/hp_admin/ch12s04s21s01.html
Cheers
John
http://john-goodwin.blogspot.com/

Similar Messages

Hyperion Planning form timeout via Open Form under SV Data Source Manager

Power User can't open one particular big Planning form in Excel. Takes about 30 secs and gets net retry intverval timeout error. The same user can ad-hoc (one menu option up in the SV Data Source Manager) the form in question and can open the other (smaller) forms sucessfully. Logged into the users machine I can open the form in question. Logged into my machine the user can open the form in question.
Already increased the timeouts in user's browser to 2 mins and reinstalled his smartview client.
Seems like if I can do it on his machine - not his machine
AND if he can do it on my machine - not his rights/provisioning
AND if he can get at the same data one menu option up still using smartview - again not his rights or an error in his smartview
Totally stumped.

Hmmm
We had some timeout issues in Smart View in the initial stages of our deployment (although running 11.1.2.1), which sound similar to those you are experiencing.
Adding the following reg settings to client machines sorted the issues for us, it cant hurt trying these with your user if not applied already.
Path:
HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\InternetSettings
Three ‘DWORD Values’ to add:
•     KeepAliveTimeout
•     ServerInfoTimeout
•     ReceiveTimeout
Value for each as 900000, with a Base setting of ‘Decimal’.
JB

Run Time Prompts on a Planning form - EMPA mode

Hello,
I have a Planning form in EPMA mode setup to capture latest selected members via drop down boxes in the POV section and have the business rule execute base on the latest selected members in the POV section.
This is what I have done so far ..
1) I defined the PROPERTY for each variable as "member".
2) I selected the dimension name under the DIMENSION box.
3) I defined the limit for members selection under the LIMIT box.
4) I defined the default member under DEFAULT VALUE box.
5) I enabled option "Use Last Entered Value".
6) I enabled option RTP and entered the RTP text.
With the above setup, I thought when I clicked the save button the business rule would run based on the latest selected members via drop down boxes in the POV section. However, the rule kept using the default members that I had defined in the DEFAULT VALUE box.
Am I missing something else here? Or is this another software bug?
Thank you so much for your help.

Just to drill down ur question...
have to tried to run business rule from Tools->Business Rule ?
Is it still taking the defualt values?

Planning forms with Java API

Is it possible to attach JAVA API with Hyperion Planning forms?<BR>My requirement is<BR>When ever the user saves the form, it should trigger a extract data file to a particular folder in the essbase server.<BR>Pls help me

Leroy -
The forms Java client is only certified currently to work with JDK 1.1.x. Java WebStart requires the use of JDK 1.3 so it doesn't work for now.
The good news is that the Forms team is working towards certifying JDK 1.3 for use on clients and as part of that process are evaluating Java WebStart as a distribution and launching mechanism.
On Netscape 4.x, the native Java VM is a really old one (JDK 1.1.5) and it has bugs in it that prevent the Forms applet from functioning. The Microsoft JVM is much better and is capable of running the Forms applet.
There is a Forms specific forum on OTN that you may want to consider using for Forms specific questions like these - a lot of Forms experts use that, and the actual Forms development teams monitor it as well.
cheers!
-steve-
null

Can a member be READ-ONLY in a row of some Planning forms?

Hi,
Can a member be READ-ONLY in a row of some Planning forms?
For example, I have a member called Salary as a row in a Form that is used to maintain employees. We allow Planners to update Salary in "Employee Detail" form.
However, in another form , we roll up Salary to "ALL EMPLOYEES IN DEPT" member and we do not want users to update that as it is added up by a calc script.
What is the best way to restrict users from updating in this 2nd form but allow update to Salary in first form.
Thanks.

Hi,
You can use Asymmetric Rows and set the member you want to be read only, for more information on how to create them on forms have a read of http://download.oracle.com/docs/cd/E12825_01/epm.111/hp_admin/ch06s03s14.html
Cheers
John
http://john-goodwin.blogspot.com/

Display Popup or Dialog Message window when opening planning form?

Is there a way to setup a planning web form to display a dialog box or message when the user opens a planning web form or expands a folder in planning? Or, is there a way to change the background color on a web planning form (input is yellow and would like to change it to some other color (light orange))? We are currently using Hyperion v9.3.0.1 on Unix Solaris. I tried attaching a Biz rule with runtime variables but the form errors with message indicating can not have run time variables on the form load option when opening a form.

Hi,
You can use custom javascript to add an alert message in a web form, you will need to read up on using custom javascript in planning, have a read here
As for the colors used in web forms you can customize the css being used, have a read here
Ok?
Cheers
John
http://john-goodwin.blogspot.com/

Master-Detail Form Questions

Master-Detail Form Questions
I have two questions in regards to master-detail forms:
First, the form I am working on has 25 detail rows displayed to the user. If the user has more than 25 detail records for the master, I want them to be able to add more. For instance, after they enter the 25th record, I would like a pop up window to ask them if they would like to add more detail records for this master. If they select yes, then the records they have entered would be saved and then the form would repopulate with the current master record and another empty 25 detail records.
Second, I would like the Detail Action to be set to Insert if the user moves to a new detail row and selects an item from a combo box.
Thanks for any and all help.
Jeremy.

Hi Sharmila.
Is there a way to repopulate only the Master information without populating the detail after the 'Save' button is pressed? I have written code that uses the session variables and repopulates the form with all the data that has just been saved, but I need only the master without the detail.
Thanks.

How to Display the Percentage (%) Sign in Planning Form..???

Hi All,
How to display the percentage sign in the planning form in an account..?? I've an account that already set as the percentage for the data type.
What I want is, when I type 50 in my cell, then in my form will be show 50%
Now, I can't see the % sign on my form.
Any Idea..??
Thanks.
Regards,
VieN

I know it's an obvious one but has caught me once or twice before when I've changed many properties numerous times in one day: Make sure you've deployed since you last set the properties!

Copy & Paste data into Planning form in Workspace 11.1.2.2

Hi there!
I'm dealing with a weird problem with Planning 11.1.2.2 over workspace. I cannot paste copied data into data forms (whether I copy from an Excel sheet, a file, or another cell of the same form).
However, when I access Planning directly through :8300/HyperionPlanning/LogOn.jsp (old-styled Planning), pasting data works fine.
I tried using Ctrl + V and menu buttons, and didn't work.
Thanks in advance!

Hi,
Not sure which web browser you were working on, but this is from the 11.1.2.2 Known issues for Planning
12360405 -- With Firefox, you cannot copy and paste data from Microsoft Excel into a Planning form.
Hope this helps..!!
Thanks,
hyperionEPM
Please mark answers as helpful or correct for others to find them easily.

Planning form not opening at Smart View through Workspace

Hi Gurus,
        I have an 11.1.2.3 environment and I'm trying to open up a Planning form inside Workspace using the following steps : File --> Open in SmartView.
        Right after Excel shows up I've got the following error message :
   "The form /Forms/00 - Income Taxes/MPP1001.00 - Exchange rate is invalid. Verify the log to obtain more details."
       However, I've got to open up this same form directly into SmartView without error.
      Did someone have this issue before ? Do I have to apply some SmartView Patch ?
Thanks in advance.
Regards

Hi,
     My SmartView version is 11.1.2.3.300 (build 157)
Thanks

Input data into dynamic calc in Planning forms

Hi guys,
Have someone tried to combine these two requirements:
1. to have upper level members dynamic calc
2. to give users the ability to input data into those upper level members through Planning forms.
I need to do that in order to pass inputted values into HBR, and allocate those values to the leaf level across multiple dimensions. I need those members dynamic calc because otherwise I would need to aggregate data across 7 dimensions and that takes too long. Those allocations are suposed to happen constantly and are the main purpose of application.
I know you can have dummy stored members that correspond the uper level dynamic members, but then the user will have input forms without current data and will be required to check reports/forms with dynamic calc members prior to updating data.
I wonder if it is a realistic task to change jsp files that generate those forms, so that data can be inputed into the form, but instead of passing it to Essbase cube to send it to relational database.
P.S.
This is related to the thread I opened about optimizing recalculation time:
Recalculatiion takes much longer than initial calculation
I received a lot of valuable advices that would definitely work in other situations, but in my case they seem to contradict either user concurrent access or performance requirements.
Thanks a lot!
Dmitry

Hi Glenn,
I think i found a workaround for this, or may be i am missing something. I will replicate my hierarchies so that one hierarchy will have uper level stored members, and another dynamic calc. Once user loads the form it will run on-load script that will copy data from corresponding dynamic calc to stored slice. The updated data will be alocated to the leaf level, but will never be aggregated. Since reporting is done from ASO cube i only care about the leaf level and current selection in the form.
Thanks!

Planning form some columns set to hide but appear in SmartView

I have a Planning form with about 30 columns. Some of these columns are set to hide. The hidden columns still appear in SmartView. How can I get them to hide in SmartView?

Hi,
May I ask you why you have these columns in the form that you actually want to hide?
I was able to recreate your problem. In web the columns are hidden but in Smartview it comes up.
Regards,
Amol
Edited by: AmolDatt on Apr 29, 2009 11:20 AM

Object class deployment - Basic form question

OK, I subclass calendar object from Oracle provided standard
object class. What do I need to deploy to use this form now
apart from calendar.pll and my fmx. What about the object class
from which I sub-class. Do I need to compile and deploy that
also? How will form resolve this on run time the parent object
class as I really did not copy, just sub class and we do not
deploy original class? Basic form question. Thanks.

You can set the "help" property on the field (which gives you the little "information" icon link beside the field).
You could also try adding another field of another class above or below:
<Display class='InlineAlert'/>
<Display class='ErrorMessage'/>
<Display class='HtmlPage'/>
..etc
-Rob

Hyperion Planning form change not flowing through to Smart View

Hyperion Planning 11.1.2 and Smaer View 11.1.2.
I have a user that installed SV yesterday but has been using planning for years. I made a change on his planning form (just added an account) and he does not see this change in smart view. However, he does see the change when logged into Hyperion Planning in his form.
One strange thing about this is the change shows for all hierarchies except for ones that he has loaded data to. So, for a hierarchy that has no data, it shows the form in SV how it is in planning. If he loads data to the hier, the form automatically switches back to how it was before the change, even when the planning form itself hasn't been changed.
Here is what we have tried:
Rebooted machine
removed user security completely from plannng and added back
checked for ghost instance in task manager or excel
Opened new Workbook and opened form fresh
remvoed connection, closed excel and all instances, new connection and open form fro mblank slate
Nothing seems to be working. And I see the form how it is in planning. HE does not, he sees it the "old way" and ony for hier points that have data submitted to them. So, literally switches the view based on the POV.
Any help would be greatly appreciated.
Edited by: kplum12 on Jun 15, 2012 11:48 AM

Hi,
Sounds like in the smart list set up you set "#Missing Data Form Label:" to "Data Form Setting" change it to "Drop Down Setting" and it should be alright.
Cheers
John
http://john-goodwin.blogspot.com/

Odd Behaviour using User Variables to select members in Planning form

I have a form to enter budget adjustments and another form to review the effects of those adjustments at a parent Entity level.
For each area of the business there are obviously different adjustment and parent levels required in the form.
In summary I can drive a form from a User Variable using the functions (Children, IChildren, ILvl0Descendants, Descendants and IDescendants) but trying to use other options results in unexpected behaviour.
For example with the following structure:
Entity
-Total Cost Centre
--Group A
---SubGroupA1
---SubGroupA2
---SubGroupA3
---GroupA-Adj
----GroupA-AdjX
-----AdjEntityA1
-----AdjEntityA2
--Group B
---SubGroupB1
---SubGroupB2
---SubGroupB3
---GroupB-Adj
----GroupB-AdjX
-----AdjEntityB1
-----AdjEntityB2
For the adjustment entry form the users would want to see AdjEntityA1 and AdjEntityA2 if they are in business group A.
For the review form they would like to see Group A and its children.
I am trying to avoid writing multiple forms for each business user (largely because the number of groups can vary dramatically). I can't really use generations to drive the selections as whilst the business has effectively levelled the hierarchy business units can be working at different levels of this hierarchy.
I want to offer a couple of options to the business. One will be to define a form that pulls all of the relevant entities into the form and relies on security to restrict the values displayed to the user. The second option would be to utilise User Variables to drive selections. It is the second option I am struggling with.
If we consider a user working in Group A, I think I can see a formulaic way to select the various combinations of Entities if I set the user variable to be GroupA-Adj.
I can define a data form that sets Entity to the L0Descendants of say GroupA-Adj and this is fine.
When I try to define a review form that selects the Isiblings and Parent of GroupA-Adj I hit a problem.
It seems that Children, IChildren, ILvl0Descendants, Descendants and IDescendants works as I would expect.
Using IAncestors and IParents return just the User Variable setting (i.e. just the 'I' part, not the parents or Ancestors).
Siblings, Isiblings, Parents, Ancestors all result in an error message because not all dimensions are represented in the form.
This prevents me using a User Variable to build the review form in which I would like to display the siblings and parent of the entity GroupA-Adj.
Anyone got any ideas?

I would love to see the ability to select EDA's from Planning Forms, it would definately make life a little easier.
As CL says, attributes are great at filtering forms and BR's, their only drawback is that you can only use them on sparse dimensional members.
To get round this problem i've relied on security to filter out the accounts i do not need to see in the forms for the specific users, and kept the form selection on @IDESCENDANTS(Account_Parent).
If you wish to filter on the Period dimension and this is a dense dimension, can you not get round the problem with rollups and, for example, @DESCENDANTS(Q1) to only return 3 months in the form, it really depends on your outline structure.

Planning form question

Similar Messages

Maybe you are looking for