Rename members in planning

Hello All,
I need to remname 1000+ members in planning without losing the data. Does anyone done that before? Also, can it be done through ODI? Currently we are building our dimensions through ODI. If yes, please let me know the specific steps??
Thank you

Hi,
You can't directly rename members but what you can do is :-
You can use an Interface to delete the members by using the operation delete method (Delete Level0,Delete Idescendants,Delete descendants)
If you are deleting members they can't be referenced in forms otherwise you will not be able to delete them, so will have to make sure no forms have the members in first.
You can use another interface to the load the new members in.
The thing to watch out for next is the data will be against the old member so you will need to have exported it and then import it back in with the new member name, you can use ODI to do this and use a mapping table.
Cheers
John
http://john-goodwin.blogspot.com/

Similar Messages

Attribute Dimension members in Planning Data form

Hi All,
Can we see Attribute dimension members in Planning data form ? Pls. help

Yes it is possible in 11.1.1.3, for example in your row select a dimension that has attributes associated with it. select dimension properties next to the down drop.
Tick "Enable custom attribute display (setting applies to all dimensions with associated attributes): "
Select the attribute dimension
Cheers
John
http://john-goodwin.blogspot.com/

ABAP Function for renaming of a planning level?

Hi all,
i wanna know if does exist an ABAP Function for renaming of a planning level or parameter group.
Someone can help me please?
Thanx a lot,
Paolo.


Hi,
I don't think any such Function Module exists. Nonetheless I can give you a good hint.
All the details of all planning objects (Planning Areas, Planning Levels, Planning Functions. Parameter Groups etc) are stored in UP* Tables. Just go to T-code SE11 and search for tables with name UP*.
Once you know the tables, you can write your own customized ABAP code.
PS: I can recommend above method to just read the details of Planning Objects. I don't think you should be ambitious to change planning object names by attempting to change system table contents. Hope you are getting me.
Regards,
Abhijit

Rename & deletion of planning book & Data view

Hi Experts,
Is it possible to rename & deletion of planning book & Data view, if yes what is the procedure.
Also suggest if hiding of same is possible

Hello jrd333
You can delete planning book/data view via transaction /SAPAPO/SDP8B
There you can choose PB/DV that needs corrections.
Also you maybe need to deactivate your planning area to wich this PB is assigned.
You can do this in transaction /SAPAPO/MSDP_ADMIN
This things is related to custom Planning Books/Views.

How to rename members in batch mode

Hi there I know members of outline can be renamed manually with EAS.Does anyone know how to rename members of outline in batchmode?Any method would be appreciated. (e.g.: Maxl, EAS API etc.) Thanks,Mike 

Thinking about it more, I would think that just renaming a member and not reloading the data would cause integrity problems? Data loaded against member X, which is now called member XY would bmessed up etc..? Im not sure how you would go about this, without re-loading the data - but even then - the data would need to change in order to point to new member names also??? <blockquote>quote: <hr>Originally posted by: iitobs Hi Bri and Steve, Thanks for the reply. For new fiscal year, some parts of our organization need to change its names. As the organization should hold the data of previous periods, renaming the member-name is much prefered than reloading the data. Is there any good method? Thanks, Mike<hr></blockquote>

ODI and deleting shared accounts members in Planning

Hey there,
We have 1 account alternative hierarchy, which we remove all the level 0 tagged as shared member from the account dimension.
The problem is to do it is taking ages, meanwhile to load back these members is doing in minutes , deleting is taking an hour.
Do you know if there is any problem when ODI remove Shared members from Planning?
Do you know what is doing in the background Oracle (we have Oracle as database)?
Thanks,

It is taking the same time.
Also I tried with the command DeleteSharedMember because I want to delete only shared members, and it takes ages.
The point is in the schema the shared members are only in one table, so I don't know why it is taking age to remove it, it has not to do any checking if it is in forms or another places.
And is it possible to create a sql script to remove it directly in the schema and restart planning afterwards?.
Thanks

Anyone experience this error : Error in LKM COMM Load Members into Planning - Load Members to Classic Planning

When running Metadata load in ERPi it fail on step ‘Export members to planning application for dimension organization’ see error.
Error in LKM COMM Load Members into Planning - Load Members to Classic Planning
Traceback (most recent call last):
File "", line 381, in
ODIPlanningException: com.hyperion.odi.planning.ODIPlanningException: Could not connect the Planning instance on host [vmhodctau006.oracleoutsourcing.com], port [11333], check if connect information is correct.

Check if the Planning service is definitely running on Planning server. Check if port 11333 is open (using telnet) and make sure host is reachable from the ERPi system.
Regards,
Santy

Delete Members from Planning web Using HAL

Hi All,
I have loaded approx 150 members under a Custom dimension (Customer..All of them are level 0 with never share property) using HAL. I haven't refreshed to essbase. Now I would like to delete these all 150 members and need to load fresh customer dimension members.
The issue is how can I delete all the loaded 150 members from Planning. ( Its very time consuming to delete 150 members from Planning web) Can that be done using HAL.
Please suggest
Thanks
Madan

Yes it can be done with HAL, you would just supply the parent,member a source file and then set the operation port to "Delete Descendants"
e.g.
Parent,Child,Operation
Acc1,Acc12,Delete Descendants
The operation should be able to use the following values
* Update - adds, updates, or moves the member being loaded
* Delete Level 0 - deletes the member being loaded if it has no children
* Delete Idescendants - deletes the member being loaded and all of its descendants
* Delete Descendants - deletes the descendants of the member being loaded, but does not delete the member itself
Cheers
John
http://john-goodwin.blogspot.com/

How to load dimensions and members in Planning application

Hello Everyone,
I am trying to load dimensions and members in planning. I know that loading dimension is not recommended through Essbase but I wanted to give it a try. I tried to load the dimensions through rule files but it threw an error that the "members do not exist in database." Is that an indication that data cant be loaded at all in planning application through Essbase.
Thanks is advance for all the replies !!

If this is a planning application, you need to load metadata/dimension to planning first. You cannot load metadata directly to Essbase as it will be overwritten when you refresh planning.
You should read documentation to understanding how planning works. Planning is an interface which sits on top on Essbase. However, Planning metadata is stored in database tables and it is synch'd with Essbase through Hyperion Planning refresh.
In order to load metadata to planning, I would suggest to log on to planning and try to build dimensions manually first to know how planning interacts with Essbase. You could load metadata into planning through:
1. Manually
2. ODI: You will need to reverse planning application and then use it to load metadata
3. Outline load utility on planning server.
Remember, all Planning maintenance is done through planning interface and not through Essbase.

Help on renaming members

Hi, I would need some help with changing members name in Planning 9.3.1.
We have tried to change some members names (members of Employees and Business Lines dimensions). After doing that, the database didn't want to refresh sending us to the log (that was not enabled). However, the member names were changed after this to the new formats but most of the forms were not showing data anymore. We tried to change back the names to the old ones. Database didn't refresh again but the names were changed to the original. Forms still didn't show data.
I am interested on how I could recover the data and also what is the "Oracle politically correct" way of changing names of the members (we got new catalogs and need to change the names accordingly).
I would appreciate a quick answer, thank you, as the user made the changes in production environment and the wrath of God might come upon us soon if we fail the noble recovery quest :)

JohnGoodwin wrote:
Hi,
Your best option is going to backup, as it is a production system I would assume you have a recent backup.
You should be able to change member names and refresh without any issues.
I would go back to backup (enable logging)
Then try renaming just one member and refreshing.
If these are dense member changes remember the blocks and index of the data have to be rebuilt
Depending on the amount of changes and size of data sometimes it is good practice to export the data, clear the db, make the changes, refresh and then import the data back in.
Then try more.
Cheers
John
http://john-goodwin.blogspot.com/
John,
Can you really load back the data backup after you made changes on dimension member names?
Cheers,
Alp

Restricting members in Planning Webform depending on the member selection

Hi Guru's
Is there a way in the planning webform, to restrict members showing in the form, for example, I have Entity, Employee, Position. Depending on the entity selection I need to display on the form related to that entity. Any help will be greatly appreciated.

Im not sure there is any simple way to get dynamic row selection based on what is selected in the page.
If I were designing the form based on what you have stated, I would probably stick both Account and Year in the page, and the 400 products in rows. This would require the user to select the different combinations of Year / Account, but would mean only 12 columns (instead of 72).
Alternatively you could stick Account in rows too - meaning 800 rows, but less combinations to select in Page....all depends what is deemed acceptable to the user.
Probably other approaches that may be better than above (put Product in the Page for fun!!)
Thanks
JB

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

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.

Text members in Planning

I'm running a Planning application in EPM 11.1.1.3 and one of the members in my accounts dimension is defined as "Text" for the data type ("Status" is the member name). Through a HAL routine I load data to the member. The only values that get loaded are 2, 3, or 4.
When viewing the member (status) on a web form:
2 returns A on the form
3 returns P on the form
4 returns S on the form
All expected results.
I went into my form yesterday and there was "A" being returned for some intersections. Not an A with no quotes. When I did an Essbase Addin retrieve the member (Status) for these intersections had a value of 5. What I was expecting was a 2, which is the value in my load file. Not sure how that 5 got there, any insight into this would be much appreciated. Anybody here of any bugs with this??? One thing I did find out...the value of 5 returns "A".
Thanks,
John

Why are you using Text if the list is fixed? Wouldn't using SmartList give you same result and be much simpler?
Text values are stored internally in RDBMS with a numeric value linked to each text, which I dont think can be controlled. This numberic value is then stored in Essbase.
If you use a SmartList, you can control the numberic value as well as the text that should be shown in the dataform.
Cheers

Deleting members from Planning application

Hi everyone,
I need to delete about 600 members from a planning application. I dont want to clean up the load file and do the reaload once again. Is there a way I can delete load a file with just 600 members and they get deleted from the outline?

Thanks John for sharing your opinion. One of the senior consultants helped me out with this. The solution was fairly simple -
All the 600 members were children of different parents. So it was difficult to cherry-pick all of them. What we did is, we created a load file with 600 members (to be deleted from outline). We put those 600 members under one parent; somewhat like this
TempParent    member1*
TempParent    member2*
+.+
+.+
TempParent    member600*
Once I loaded this file to through load utility, it grabbed all those 600 members from their previous positions and placed them under TempParent*. Then I deleted TempParent.
Although I would like to know more about the solution you suggested. Is there an example on web that you can refer me to ??

Rename members in planning

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