Planning Outline mess up

Hi
i was testing some members load through ODI, accounts dimension in our planning outline messed up.Most of the accounts moved under one incorrect parent.
How can i fix this issue
please suggest
Thanks,

Either reload the hierarchy again or restore from backup, hopefully you didn't run a refresh after the load.
Cheers
John
http://john-goodwin.blogspot.com/

Similar Messages

Cannot select Planning outline in Business Rules

Hi Everyone,
I am not being able to select the planning outline while developing business rules (but I can select the Essbase Outline). Whenever I expand the Planning node, an error pops up the details of which says "Error connecting to Essbase server machinename/testapp." There is a details button which says: "Could not log into Planning "Detail:Could not log in to Planning Server".
Can anyone help me out. I am not being able to view the rules in the planning UI (and consequently cannot attach them to Forms)
Thanks
Sayantan
PS:
Hyperion Version: 11.1.1.1 deployed to Tomcat (default) on Windows XP box

Question already asked here :- Cannot select Planning outline in Business Rules
Cheers
John
http://john-goodwin.blogspot.com/

Dimension order in planning outline and consequences on FR Reports

If dimension order is altered in a planning outline, does it affect the usability of Financial Reports made with the previous order?

One other thing to keep track of -- you didn't specify what dimensions you are changing the order of, but there is a slight possibility that you will change the order in which dynamically calculated members are evalulated. In turn, this may impact your results.
There's a whole section in the DBAG that goes over stored and dynamic calc order.
Regards,
Cameron Lackpour

EAS 9.3.1 Can't choose planning outline when creating new variable

I need to develop a new business rule for production but I can't choose a planning outline for my new variable. Nothing shows up under planning. I can see the prod planning server in prod, but I can't see the dev planning server in dev. Does anyone know how to fix this? I just recycled and there was no change.
Thanks

Once you have restarted eas, planning services, make sure you log into the planning application first, then open EAS and try again.
Cheers
John
http://john-goodwin.blogspot.com/

(Urgent) HBR issue: Not connecting to Planning outline

Hi Everyone,
I am not being able to select the planning outline while developing business rules (but I can select the Essbase Outline).
Whenever I expand the Planning node, an error pops up the details of which says:
Error connecting to Essbase server machinename/testapp
There is a details button which says:
Could not log into Planning *"Detail:Could* *not* *log* *in* *to* *Planning* *Server".*
My application is a Classic One, and i choose "Bussines Rules" in calculation type.
I've already check the permissions, I put "Administration" for all roles.
Can anyone help me out. I am not being able to view the rules in the planning UI (and consequently cannot attach them to Forms).
I am using Version: 11.1.1.3
Tks
Edited by: Darkness on Sep 11, 2009 11:19 AM
Edited by: Darkness on Sep 11, 2009 11:20 AM
Edited by: Darkness on Sep 11, 2009 11:20 AM

Hi
Try it:-
First logout from EAS and Planning. Try to login with Planning application owner ID (if you have access):
Login to Planning App with AppOwner ID and then login EAS with same ID and PW, then goto EAS---> Business Rules---> Repository View----> New Rules----->Associated Outline and try drill to PlanningApp.
Be sure If your all services are running properly.
Thanks
Focusthread Hyperion Trainer
[http://focusthread.com/training]

Unable to clear all security from 9.3.1 Planning outline

Hi,
I am trying to clear all security from Planning outline. I have only one line in secfile.txt
HP_groupId,Gross Profit,READWRITE,@IDESCENDANTS
Then I ran
D:\Hyperion\Planning\bin>importsecurity "PLAN2,admin,password,,,SL_CLEARALL"
But there is still security in Planning outline. What am I doing wrong?
I even restarted the Planning service.
(hp_admin.pdf is not clear how this works)
Alternatively, should I just clear all data in HSP_ACCESS_CONTROL table? I have a backup of that table.

Hi,
What happens if your secfile.txt is empty, what is logged to the command window, it should be something like
Mon May 11 18:58:44 BST 2009 :: Logged in successfully
Mon May 11 18:58:44 BST 2009 :: SL_CLEARALL flag set....
Mon May 11 18:58:44 BST 2009 :: Delete all the existing Access Control.
Mon May 11 18:58:45 BST 2009 :: Setting Access controls....
I know there was some problems with earlier versions of 9.3 though it was meant to be fixed in the first release of 9.3.1
Security access is not deleted if ImportSecurity is run with this argument: SL_CLEARALL.
(8-523251655)
Is your version of planning patched to the latest patch release?
Cheers
John
http://john-goodwin.blogspot.com/

Members in Essbase outline but not Planning outline

We currently use Planning v3.5 and Esssbase v6.5.5 We want to add a member only to Essbase. It would not exist in Planning. Here are the specifics: We have a 3 generation outline and want to insert a member between generation 2 & 3 only in Essbase. The result would be that Essbase would have a 4 generation outline and Planning would have a 3 generation outline. We've tested this and done a refresh with no problem. Do you know of any problems with this approach? Also, we plan on upgrading to version 4.x in the near future. Would this be a problem if we upgraded? Ex. Current Outline: CONS_GAAP 00004 00004DIST 00004TRANS Essbase outline after change: CONS_GAAP 00004 00004TOT - add this member only in Essbase 00004DIST 00004TRANS Planning outline after change: CONS_GAAP 00004 00004DIST 00004TRANS

Okay two things if 00004TOT is going to be a parent to 00004DIST/TRANS in Essbase, then absolutely not. If 00004TOT is going to be on the same level as 00004DIST/TRANS (in other words also a level 0 member) then in theory you could do it, but it would not be considered best practice or a supported solution. The problem is when you refresh planning you would run the risk of losing the member, having the database corupt, etc.. If this was somehting you really wanted to do, you would have to thinking it through and build a lot of preocedures around it, so that after every Planning refresh an Essbase dim build would kick in and add the memebr, then relaod your data, yada, yada, yada. You really don't want to go down this road. Either add the member in Planning or let the users do the math in Excel/Report writer. Don't forget Planning does support alternate rollups with shared members. So you can create an alternate roll up with 00004DIST and 00004TRANS as shared members that roll up into 00004TOT. That would be the supported/best practice solution to your problem. HTH

Can't associate Planning Outline to Business Rule in EAS

Hi all
I've searched through this forum but can't seem to find a solution to my issue on any of the existing threads, I have tried what has been suggested to others who seem to have the same problem. My issue is this ... When I have a Business Rule open in EAS, and I try to associate the outline to my Planning Application, I can't see my Planning app. This problem goes both ways ... I can't associate an outline to my Planning App from EAS, and in Planning I can't see the BR's that are added to my forms.
Some history to the issue and what I've tried so far:
This is happening in a test environment, we used this environment a while back to test the changing of the Admin password and what the impact would be. The Admin password was changed successfully and all the components seem to work (EAS, Planning, Workspace, Shared Services) to be honest I didn't test the Business Rules at the time so I don't know if this is causing the problem that I have now. The test environment hasn't been used in a while (besides the testing of the admin password) so I'm not sure at what point this problem started and if the changing of the Admin password is the cause.
I'm not sure if I've messed up something with the RMI Registry because EAS and Planning can't seem to see each other??
I have tried: (without success)
- Changing the password back to what it was originally
- Running the Planning configuration tool
- I have created a new Planning application and can associate a BR in EAS to the new App but still can't see the existing App.
- From within Planning, I have selected 'Administration' -> 'Manage Database' and recreated the Application (selected 'create' rather than 'refresh')
- From within Workspace, when I selected 'Navigation' -> 'Administer' -> 'Classic Application Administration' -> 'Planning Administration' The existing Application does not show up
on the list, only the new test application that I created.
The environment that I am working in:
Planning Classic Application
Version 11.1.1.3 (EAS, Planning, Workspace, Shared Services)
Oracle Solaris on SPARC (32-bit)
Any help with this would be greatly appreciated. I know that I mentioned that this is on a test environment but I need this environment to set up user training and I need to be able to simulate the business process which means running a Business Rule from a form in Planning.
Kind Regards,
Fraser
Edited by: Fraser Pearson on Dec 20, 2011 7:16 AM

hi All
No need to reply, I sorted it out by changeing the EDIT_DIM_ENABLED property to true, now I can change the Calculation module option from 'Calculation Manager' to 'Business Rules'

Business Rule issue: Not connecting to Planning outline

Hi,
We have recently installed EPM 11.1.2. We created a planning application and we now want to create BRs for this application. However when I tried connecting to the outline it is not able to see the plantypes. I have followed the following steps to troubleshoot:
1. Opened Planning application through web and then open EAS to create the BR. This doesn't resolve the issue.
2. Restarted Planning, EAS and RMI services. This also doesn't work.
Am I missing something here?
Regards,
Amol

Hi Seb,
Thanks for replying. I was creating the rules using Admin and it has necessary access rights. Following are the entries that I found in the HBR logs that seem to point to the cause.
Exception occured: 25:1065:Invalid value admingroup for identity.
2009-07-10 07:34:39,428 WARN http-10080-Processor1 com.hyperion.hbr.security.HbrSecurityAPI - Error retrieving group by identity
2009-07-10 07:34:47,146 WARN http-10080-Processor4 com.hyperion.hbr.plugin.planning.PlanningMetadataAppElement - Error retrieving Essbase dbs from server: <> app: {1
I have also tried to reconfigure EAS but that also doesn't help
Regards,
Amol
Edited by: AmolDatt on Jul 10, 2009 12:35 PM

Extracting Planning Outline

Hi John,
I know that extracting the outline directly from Planning is not possible with ODI but it is easy with essbase.
But All the properties will not get extracted when doing it from essbase outline extractor. For example, the datatype property.
In my application we have 6000+ account members and there are many members with Percentage datatype. If i extract using the outline extractor or ODI the datatype property is not extracted and it will be a very tedious appoach to manually editing each and every member's datatype.
So please let me know if there is an alternate method and if yes the steps to do to extract the outline from planning with all the properties.
Thanks,
Sravan Ganti

Hi,
When I need to extract data from planning, I go to shared services, select my dimension, right click and select "export for edit".
It provides you with a flat file containing all properties, and since there is a clear seperator (usually "pipe" character if I remember correctly), it makes it quite easy to manipulate (typically I use the text to column excel function with the seperator, and get an excel file with one column for each property).
Hope this helps !

Copy Planning Outline

I am new to planning, I am currently working on Planning 11.1.2, can anybody tell me how to copy the sample planning application outline to the new application i created. Is it possible, what is the procedure involved?
Regards,
SG

You can use LCM to migrate the dimension structures from a source to a target planning application.
If you have never used LCM have a read of http://www.oracle.com/technetwork/middleware/performance-management/tutorials/pln-lcm-obe-095602.html
You won't need to do everything in the example but it should give you a good idea of what you need to do.
Cheers
John
http://john-goodwin.blogspot.com/

Load dimensions and members in Planning application via outline load

it is a classic planning application, after I load dimensions and members into classic Planning application, I can't see new members I added in csv file.
How could I confirm whether it was successfully loaded.
This is the log. Please refer to it.
Successfully logged into "予算応用" application, Release 11.121, Adapter Interface Version 5, Workforce supported and enabled, CapEx supported and enabled, CSS Version 3
"Account" dimension properties and information:
Account, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Account Type, Time Balance, Skip Value, Exchange Rate Type, Variance Reporting, Source Plan Type, Plan Type (PL), Aggregation (PL), Plan Type (BS), Aggregation (BS), Plan Type (Plan3), Aggregation (Plan3), Plan Type (Wrkforce), Aggregation (Wrkforce), Plan Type (Capex), Aggregation (Capex)
UDA's bound to "Account" dimension: HSP_NOLINK
"Period" dimension properties and information:
Period, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Type, Start Period, End Period, Aggregation (PL), Aggregation (BS), Aggregation (Plan3), Aggregation (Wrkforce), Aggregation (Capex)
No UDA's defined on "Period"
"Year" dimension properties and information:
Year, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation
No UDA's defined on "Year"
"Scenario" dimension properties and information:
Scenario, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Start Year, Start Period, End Year, End Period, Exchange Table, Include BegBal, Process Management Enabled, Aggregation (PL), Aggregation (BS), Aggregation (Plan3), Aggregation (Wrkforce), Aggregation (Capex)
UDA's bound to "Scenario" dimension: ACTUAL
"Version" dimension properties and information:
Version, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Version Type, Process Management Enabled, Aggregation (PL), Aggregation (BS), Aggregation (Plan3), Aggregation (Wrkforce), Aggregation (Capex)
No UDA's defined on "Version"
"Currency" dimension properties and information:
Currency, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Symbol, Scale, Triangulation Currency, Reporting Currency, Thousands Separator, Decimal Separator, Negative Style, Negative Color
No UDA's defined on "Currency"
"Entity" dimension properties and information:
Entity, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Base Currency, Plan Type (PL), Aggregation (PL), Plan Type (BS), Aggregation (BS), Plan Type (Plan3), Aggregation (Plan3), Plan Type (Wrkforce), Aggregation (Wrkforce), Plan Type (Capex), Aggregation (Capex), NumericAttrib
No UDA's defined on "Entity"
"NumericAttrib" attribute dimension (on base dimension "Entity"). NO attributes defined on the "NumericAttrib" dimension.
NumericAttrib, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Operation
"Employee" dimension properties and information:
Employee, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Wrkforce)
No UDA's defined on "Employee"
"Line Item" dimension properties and information:
Line Item, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Capex)
No UDA's defined on "Line Item"
"Asset Class" dimension properties and information:
Asset Class, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Capex)
No UDA's defined on "Asset Class"
Exchange Rates properties:
Table, Description, To Currency, From Currency, Operation, Method, Historical, Beg Balance, Year, Period, Average, Ending
UDA properties:
Dimension, UDA, Operation
Smartlist properties:
SmartList Name, Operation, Label, Display Order, Missing Label, Use Form Missing Label, Entry ID, Entry Name, Entry Label
No Planning Unit Hierarchies are defined in this application.
Translation input file fields:
Value, Driver Member, Point-of-View, Data Load Cube Name
[Thu Oct 27 18:16:18 JST 2011]Successfully located and opened input file "C:\TEMP\PLNentityバージョンのエクスポート.csv".
[Thu Oct 27 18:16:18 JST 2011]Input file being read with UTF-8 encoding.
[Thu Oct 27 18:16:18 JST 2011]Detected a UTF-8 BOM marker in input file "C:\TEMP\PLNentityバージョンのエクスポート.csv".
[Thu Oct 27 18:16:18 JST 2011]Header record fields: Entity, Parent, Alias: Default, Alias: FromDepartment, Alias: ToDepartment, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Base Currency, Plan Type (PL), Aggregation (PL), Plan Type (BS), Aggregation (BS), Plan Type (Plan3), Aggregation (Plan3), Plan Type (Wrkforce), Aggregation (Wrkforce), Plan Type (Capex), Aggregation (Capex)
[Thu Oct 27 18:16:18 JST 2011]Located and using "Entity" dimension for loading data in "予算応用" application.
[Thu Oct 27 18:16:18 JST 2011]Load dimension "Entity" has been unlocked successfully.
[Thu Oct 27 18:16:18 JST 2011]A cube refresh operation will not be performed.
[Thu Oct 27 18:16:18 JST 2011]Create security filters operation will not be performed.
[Thu Oct 27 18:16:18 JST 2011]Examine the Essbase log files for status if Essbase data was loaded.
[Thu Oct 27 18:16:18 JST 2011]Planning Outline load process finished (with no data load as specified (/N)). 9 data records were read, 9 data records were processed, 9 were accepted, 0 were rejected.

Thank you for your reply.
With your help, I can verify it easier rather than creating dataform to verify it.
I have resolved the question now, the root cause is I had used the wrong parameter, shouldn't add '/N' in the command. for /N is a dry run to check whether there are error in CSV file, it won't perform metadata load.
If no error occured, run the command without /N, then the metadata load will be performed.
I refer to this artical,
http://john-goodwin.blogspot.com/2008/08/time-to-look-in-bin.html
Best regards,
Samantha
Edited by: Samantha on 2011-10-31 下午4:39

Error while selecting planning app in Business Rules

Hi ,
I am not being able to select the planning outline while developing business rules (but I can select the Essbase Outline). Whenever I expand the Planning node, an error pops up the details of which says "Error connecting to Essbase server machinename/testapp." There is a details button which says: "Could not log into Planning "Detail:Could not log in to Planning Server".
Can anyone help me out. I am not being able to view the rules in the planning UI .
I have tried for recycle the EAS even though i am getting same error.
could you please let me know the solution for this
Thanks
mahesh

Hi,
Always follow this process, stop the planning service and eas service.
Start RMI service
Start EAS
Start Planning
Log into the web planning application
Then go into EAS and create a new rule, select an outline to the application you have just logged into via web.
Also if you are using the default admin user to log into EAS try another user that has been provisioned with business rules roles
If you still have problems then go to My Oracle Support (formely metalink3) then have a look at doc id - 763345.1
Ok?
Cheers
John
http://john-goodwin.blogspot.com/

Linking existing Essbase Cube to Planning

My business team created an Essbase cube, and now they want us to link that cube to Planning.
I opened an SR and I was told the following:
1. Ensure you have a test environment to create this new Planning app before moving to production.
2. Create a new Planning app in the test environment with the same name as the production Essbase cube.
3. Export all Essbase data.
4. Copy over the outline to the new Essbase cube in the test env. You can copy over the rest of the Essbase objects as needed (calc scripts, report scripts, etc).
5. Import the Essbase data into the new Essbase cube.
6. refresh Planning
Everything went well except for Step 6. When I do the refresh from Planning, the Essbase Outline gets updated with the one from Planning which doesn't have anything since it was just created.
I need to refresh the Planning Outline with the the one from Essbase that does have the data the users have been working on.
Thanks.

Hi,
You will have to define all the dimension membes etc to Planning. Because Essbase is the database, it will be updated with planning information... There are no shortcuts.. But you can export your dimension members from existing Essbase and load into planning using HAL/ODI/DIM..
Use outline extractor tool to get the existing dimensionality and create 1 metadata file per dimensions.
I believe Oracle support thought that you want to create a new Essbase cube from existing Planning cube.
Cheers
RS

Unable to load data through outline load utility

I am unable to load data by using outline load utility.
Assigned Data load dimension as: Account
Driver Dimension as : Period
Driver member as : Jan
Login file:
Account,Jan,Point-of-View,Data Load Cube Name
Investment,1234,"India,Current,Drat,FY13",Plan1
Command at Outline utility
OutlineLoad /A:pract /U:admin /I:C:\test1.csv /D:Account /L:C:\lg.log /X:C:\ex.exc
Exception file
[Thu Mar 28 18:05:39 GMT+05:30 2013] Error occurred loading data record 1: Investments,1234,"""India,Current,Draft,FY14""",Plan1
[Thu Mar 28 18:05:39 GMT+05:30 2013] com.hyperion.planning.InvalidMemberException: The member India,Current,Draft,FY14 does not exist or you do not have access to it.
[Thu Mar 28 18:05:40 GMT+05:30 2013]Planning Outline data store load process finished with exceptions: exceptions occured, examine the exception file for more information. 1 data record was read, 1 data record was processed, 0 were successfully loaded, 1 was rejected.
Logfile:
Successfully logged into "pract" application, Release 11.113, Adapter Interface Version 5, Workforce supported and not enabled, CapEx not supported and not enabled, CSS Version 3
[Thu Mar 28 18:05:38 GMT+05:30 2013]Successfully located and opened input file "C:\load.csv".
[Thu Mar 28 18:05:38 GMT+05:30 2013]Header record fields: Account, Jan, Point-of-View, Data Load Cube Name
[Thu Mar 28 18:05:38 GMT+05:30 2013]Located and using "Account" dimension for loading data in "pract" application.
[Thu Mar 28 18:05:40 GMT+05:30 2013]Load dimension "Account" has been unlocked successfully.
[Thu Mar 28 18:05:40 GMT+05:30 2013]A cube refresh operation will not be performed.
[Thu Mar 28 18:05:40 GMT+05:30 2013]Create security filters operation will not be performed.
[Thu Mar 28 18:05:40 GMT+05:30 2013]Examine the Essbase log files for status if Essbase data was loaded.
[Thu Mar 28 18:05:40 GMT+05:30 2013]Planning Outline data store load process finished with exceptions: exceptions occured, examine the exception file for more information. 1 data record was read, 1 data record was processed, 0 were successfully loaded, 1 was rejected.
Infact those members exist in the Outline.
Any help would be appreciated.

Check for the double quotes (the one John mentioned). Also I can see that you are taking the approach of Data Load dimension. Is Data load dimension and driver members defined correctly in Planning?
Regards
Celvin
http://www.orahyplabs.com
Please mark the answers as helpful/correct if applicable

Planning Outline mess up

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