Planning Supporting Detail - Copying

Hi,
Client wants to copy FY12 Forecast Supporting Detail to FY13 Budget. Is that possible? If it is, they then want to discard the data for FY13 leaving only the Supporting Detail line items. So question is if they wanted to do this what tables in the Planning Repository would need data records deleted while keeping the Supporting Detail line items?
Does this make any sense?

Tables used for supporting detail are:
HSP_COLUMN_DETAIL_ITEM
HSP_COLUMN_DETAIL
After updating (copying FY12 supporting details to FY13) tables restart planning service.
As FY13 is not an empty bucket, you have to consider situations like what do you want to do
if you have data in FY13 and FY12 has no supporting detail for an intersection. Delete data from FY13?
Data in supporting details of an intersection is not same as data in essbase. ex: expenses as per Fy12 supporting detail are 100 and in essbase expenses (woth out supporting detail) for FY13 are 200. Do you need 100 or 200? etc
Hiope it helps
-Krishna

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Value Limitation on Hyperion Planning Supporting Detail

Hi All,
Is there a way how to set the limitation on Supporting Detail ? I try to input the 9.500.000.000 as the value in my Supporting Detail but it always changes to 9.223.372.036.854776, it's like the total in the Supporting Detail can't be more than 9.223.372.036.854776.
I'm using Planning 11.1.2.2.304 anyway
Really appreciate if anyone can help me
Thanks !

If you look at the planning table the value is defined as Float, but however the number you are looking at is the max of Long (not sure why it is, however I think it has to deal with 16 significant digit rule)
http://docs.oracle.com/javase/6/docs/api/constant-values.html#java.lang.Integer.MAX_VALUE
Regards
Celvin

Does ODI Load Hyperion Planning Supporting Detail?

Does the Hyperion Planning KM allow for loading supporting detail to planning?

Hi,
None of the Planning KMs currently allow loading of supporting detail.
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/

How to copy Supporting details using business rule

Is it possible to copy supporting details and attachment, cell text using business rules. We have Copy version option but i want to make it run using a script, is it possible, please suggest

The supporting detail is held in the planning relational tables and business rules are run against essbase, using a business rule you would probably have to create a custom CDF.
Cheers
John
http://john-goodwin.blogspot.com/

Forgot to check supporting detail box on Copy Process ... need workaround

We have rolled over our budget year via the Planning Copy Process (ver. 11.1.2.1). In the rush I did the copy without checking the copy supporting details box.
Users in the new budget have already made their adjustments to budget therefore I cannot rerun the copy process (or can I via exporting the existing data, do the copy then reimporting the new data?)
Looking for ideas/thoughts on how to roll-over the supporting detail.
JTS

John,
That worked but I accidentally duped a scenario twice. In supporting detail for that column's cells the detail lines show duplicate and in red in error.
I have removed the error and hit save and got the infamous 'An error has occurred check the log'
I tried to delete all supporting detail and still got the error.
Before going through Oracle I am thinking something on the SQL table is duplicate and thus needs to be trashed..
Just wanted to see if anyone else has accidentally loaded supporting detail into a scenario twice and what steps to resolve it
JTS

Copying Supporting Detail

We copied over the data from one scenario to another scenario but forgot to copy the supporting details.
How do I copy over the supporting details other than doing the copy over thru the Hyperion planning web?
We are using Hyperion 11.1.1....
Thanks
Pamela

Hi,
Can't you just copy the data over again this time with supporting details?
It can be messy if you have to go down the sql route.
Cheers
John
http://john-goodwin.blogspot.com/

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

Forcing use of Supporting Detail in Hyperion Planning data form

Hi everyone.
We're using Hyperion Planning 11.1.1.2 and for one particular data form, I'd like force users to HAVE TO use Supporting Detail on specific cells. I think there might be a way to do this using custom JavaScript functions and modifying the form code but I am wondering if there is a way to do this without code on the form. Any suggestions?
Thanks!

A quick simple example
function customCellEnterPre(row, col, cell) {
     if(row == 3 && col ==1)
          doSupportingDetail();
     return true;
Cheers
John
http://john-goodwin.blogspot.com/

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/

Load Data to supporting details Hyperion Planning

Hi All,
I want to load data to supporting details in Hyperion Planning, does anyone know how to do it?
Because as i know, supporting details only available in Planning's repository.
I really appreciate if anyone can help me.
I am using Hyperion 11 and ODI.
Thx

Hi,
You could look at using LCM, you will need to export supporting details to understand the format of the XML.
You can also use ODI with LCM, I wrote a blog about using LCM with ODI which should give you some ideas, have a read here
Cheers
John
http://john-goodwin.blogspot.com/

Is there any way to disable supporting detail functionality in Planning?

Hi all
Just had a user request to be able to disable the supporting detail functionality in Planning forms. We are on 11.1.1.3. All we want is to disable the double click functionality that brings up the supporting detail box.
Thanks

Ok I have found a way to disable supporting detail and I thought I would share it in case anyone else needed to do this. Similar to what John has suggested, it involves javascript but a much simpler way.
In the parent directory of where the ValidateData.js file is {[Hyperion_Home]\deployments\Tomcat5\HyperionPlanning\webapps\HyperionPlanning} there are a large number of javascript files. I had a look through these and found the EnterData.js file. Make a backup of this file, and edit the original.
If you edit this, and search for doSupportingDetail, you can simply comment out all of the code in this function except for the return line. Its not a good idea to comment the whole function out or else I would expect other functions may call on this and then fail. At least if its just calling the doSupportingDetail and immediately returning back to the calling function, this would have no issues.
Restart your session and it should all work.
Obviously you can improve this blanket change by specifying which apps / forms supporting detail should apply for by using the equalsIgnoreCase function in the validatedatasample.js example.

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

Recover Supporting Detail notes in Planning

Our organization dimenion was restructured and before loading the new organization the old org dimension was dropped manually via Planning. We have exports of the data (all levels and lev-0 as well) on files. Where do Supporting Detail/Notes get stored in Planning or Essbase? Is there a way to recover the supporting detail from the exported file or some other way?

Hi,
The query needs really to be written to fit in with your application because it changes depending on how many dimensions you have
In its simplest form you could extract with something like
select item.label,item.value, dim1.object_name scenario, dim2.object_name account,
dim3.object_name entity,dim4.object_name period,dim5.object_name version,
dim6.object_name currency,dim7.object_name year
from
hsp_column_detail dtl, hsp_column_detail_item item, hsp_object dim1,
hsp_object dim2, hsp_object dim3,hsp_object dim4,hsp_object dim5
,hsp_object dim6,hsp_object dim7
where dtl.detail_id = item.detail_id
and dtl.dim1 = dim1.object_id
and dtl.dim2 = dim2.object_id
and dtl.dim3 = dim3.object_id
and dtl.dim4 = dim4.object_id
and dtl.dim5 = dim5.object_id
and dtl.dim6 = dim6.object_id
and dtl.dim7 = dim7.object_id
That is based on the standard dimensions and no custom dimensions, you would need to modify it depending what other information you want to include.
Cheers
John
http://john-goodwin.blogspot.com/

JavaScript:Modify Data form to expose multiple periods of Supporting Detail

Good Evening,
I am currently on a project that has a requirement that users can enter Supporting Detail for multiple periods, regardless of what intersection of data you enter.
I know that one approach is to not store the Supporting Detail in Hyperion Planning and just have Excel "store" the supporting detail and load the totals via SV VBA.
Example:
Detail 1
Detail 2
Detail 3
Total Amount (gets loaded into Essbase)
However, I went down the path of exploring different approaches aside from the one mentioned above and came up with creating a process of copying the SD via stored procedure in the Planning Tables as a second approach (although I know this isn't exactly best practice) or creating custom Java Script. I have seen the examples of "Forcing SD" on Data Form using Java Script, but is is possible to expose multiple months of Supporting Detail in a customized form?
Any thoughts/inputs/best approaches would be greatly appreciated.
Thanks!

A quick simple example
function customCellEnterPre(row, col, cell) {
     if(row == 3 && col ==1)
          doSupportingDetail();
     return true;
Cheers
John
http://john-goodwin.blogspot.com/

Planning Supporting Detail - Copying

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