Running Rules on "Locked"/Promoted Planning Units

Hi All,
I'm using Hyperion Planning and Smart View Version 11.1.2.2.
Does anyone know if it is possible to prevent users from being able to run rules on data that is supposedly "locked out" by virtue of a Planning Unit? I was under the impression that Planning Units were supposed to control who could change the data rather than simply who could type numbers into forms, maybe I had this wrong? It seems a bit of a transparent piece of functionality if users can still change numbers after they've passed ownership to someone else.
A working Example:
A user can promote their data, but is still able to go back to a form where that data sits and run Rules on-Save, through Right-click menus or through Smart View.
I'm worried about someone accidentally interfering with data whilst another user is analysing it etc.
Am I missing something here?
Regards
Ed

Hi, Ed.
You're right, Planning has so many parts to be developed. PU promotion doesn't prevent users from running BR's
If you're really worry about it you can think up a workaround.
You have to create a new form having design simular to a PU hierarchy. User have to enter data (suppose 1) in intersection of Scenario, Version, Entity and Account (if used in PUH) All others dims member should be Begbalance, Product n/a etc.
All BR's you need to prevent from executing while PU is approved, freezed or just owned by the reviewer or in other cases you think about should include extra code before original calculation takes place. You simply check the value of 1 in all calculated PUs in current BR and throw an error if meet it (@RETURN with some justified text message)
So when one user (lets say first owner) has finished entering data he goes to the form discussed above and enters 1 for related PU. You can build a task list having such steps After that no one can execute BR successfuly
Try this maybe it helps you
Vladimir

Similar Messages

Users having access can't promote planning units during First pass state

Hi,
There is something I do not understand using the workflow in Hyperion Planning 11.1.2 : on first pass state, users having access can not promote a planning unit.
Only the owner can promote... to himself !
I'm lost !
Please help.
Thanks.
Virgile.
Edited by: 808808 on 7 déc. 2010 06:19
Edited by: 808808 on 7 déc. 2010 06:22

Hi,
I tried first with a Planner user, and then with a Interactive user, and there is no difference.
When I try to change the status, I have an error message that tells me that I can't change status of the planning unit.

Calcmgr rules circumvent planning unit ownership read/write restriction?

Hi All.
Planning 11.1.2.2
I have obsaerved that a rule set up to allow writing a value on a database intersection, circumvents the planning unit ownership allowing users to write to an intersection in a unit that is not in their ownership and where they are not able to write from the UI.
Is this expected/has it always been this way?
I have a requirement that the user should not see the full account tree when loading a form, as not all accounts are relevant for all entities. Therefore missing rows are suppressed. In order for a missing row to become visible on the form I implemented a rule which allows to enter the value for the account, which then becomes visible on the form. However this same rule when run by a user on a planning unit they are not owning can still change values that the user cannot change in the UI as he is not a planning unit owner.
I assume this is due to the fact that the planning unit ownership restrictions don't apply in essbase and the rule goes directly there, but I want to know if it is expected that business rules fail to honor ownership restrictions on planning units.
Agnete
Edited by: Agnete on Aug 23, 2012 3:23 PM

These are correct, the calc will run whatever you tell it to run. If you use a business rule, it will still run the calc on what you tell it to run on, but you can prompt for a member (or take it from the form), and right your fix statement so that the calc only runs on the prompt. The prompt is related to security and a user can't select a member they don't have access to. That might help with your issue.
Kyle Goodfriend
www.In2Hyperion.com

Approvals Process: Cannot promote a Planning Unit

Hi, Am new to the Approvals process in Planning 11.1.2.2
Have set up a Planning unit and assigned owner and reviewers to entities. Approvals template is set to "Bottom Up". Have also assigned a version and scenario to the Planning Unit H. When the Planning Unit is Started , the current owner changes to the user assigned as the owner and all is good. However when the owner attemptes to promote the planning unit to the next reviewer the promotion action fails with the message "Change status cannot change ownership to the new owner due to insufficient access". For my testing, have assigned the owner and all reviewers "Approvals Administrator" access to the planning application.
Any ideas as to what access the error message is talking about ?
Thanks !

Dear,
-Please check with the Provision that you have given to the USER,
-Use file based export and checke wheater you missed any user to mention that hierarchy.
-IN the approval hierarchy check every node weather you have given the user there or not, chances are that even if you miss one member you will get
this error.
-We faced the same issue and we got resolved it by checking the Provision of the User and following the above steps
Thanks
Bejagam Naveen

Planning Units issues in Hyperion Planning 11.1.2

Hi, experts.
I'm new in HP, so needed some help with misunderstanding of how PU&proccess management normally works.
More detailed I interested at the area of Validation rules.
I have to give an example of few problems I met during my try to implement this functionality.
Firstly, it's a newest version of EPM 11.1.2 installed and supported by the vendor's professionals
I have Planning app deployed in EPMA with 14 dims. I didn't drop any standard planning dimensions, all are present
There is the only PU hierarchy to test how approvals works. It has 3 entities and 12 elements of additional dimension - functional group. Hence, there are 36 level zero members in PU hierarchy.
Form1 consists of 36 rows according to PUH, columns are Period (17) and one custom dim for the target, plan values, it's diff etc. Validation rule VR1 on Form1 check negative values of target minus plan (I plan expences) VR1 has "No Promote" flag. Then I start 2 level0 planning units (entity1-FuncGroup1 and entity1-FuncGroup2). I try to promote these PU1&PU2. It's Ok only if negative exists I get an data error links drilling down into my form1. So user can see the error and all happy.
Problem actually with form2 that has Region Dim in page. Entity,Functional Group,Account in rows and Plan value,Year,Period in columns. It also has VR2 for testing plan values greater than 1000 with No Promote option. Another VR3 checks values greater than 100 to add new approver, reviewer (no matter) to the approvals process management.
Both VR2 and VR3 don't work accurately. They fired only for the first member in page (Region), hence any data validation for other regions except first skipped. In addition VR3 when triggered for Region1 always circles (between new and previous approver). It meens there is no way to finish this proccess using the promote option. Anyway you can approve PU, but all steps after current Aprover will be skipped in promotional path.
Maybe I can't work with Proccess managment in the right way? So could anybody give me an idea what's wrong. I've spent much time googling any issues like me have
Many thanks in advance,
Vladimir

Hi, Theresia
Yes you're absolutely right, I created VR from the manage form's menu. So I use standard HP 11.1.2 functionality. I've seen it in new features while read Oracle documentation. Also with testing of approvals in Proccess managment I use distinct colours for negatives and diff values (greater 1000 and 100 in my example). Colours work fine, but i can't say it about aprovals :). And all these examples of using planning form VR's i've taken from oracle administrators&user guiide and from presentations of EPM 11.1.2
In addition I've started work with Hyperion products 2-3 month ago. Hence I have to read a lot of information because my previous experience was OLTP, RDBMS not OLAP.
As a first step i wanna know all standard possibilities of product i use. And also best practice and some often used technics. Many thanks for your idea with Smart list and BR i'll try it (though i use EMPA and Calc Manager rules). I know that soon I have to use Java API's, so I might read and learn Java to write the simplest code first. But for me it's too much info i have to load into my brain in such short period :)
As a resume, my opinion it's a bug of new features EPM 11.1.2. But maybe I'm wrong cause none has said the same
Anyway thanks, Theresia, for your help. If you know or will some new additional info i'll say you thanks again
Best regards,
Vladimir

User In Planning unit Hierarchy unable to see data form in editable mode

hi all,
we are facing a problem in planning unit hierarchy in Hyperion planning, where we have 4 users, Hierarchy is define as
hierarchy: budget approved
version: approved
Entity: Finance
Senario:Budget
haroon asghar ( owner)
adeel javid (Reviewer)
Naeem asghar (Reviewer)
Imtiaz (Reviewer)
Issue is that,after start the budget activity (promotional path) by Admin, the data form editable to Owner haroon asghar
but after completing his work by haroon,when he promote the planning unit ,the next user in Hierarchy "Adeel javid" unable to see data form in respective planning unit in uneditable data form not only for this user but all rest of the users as well,while i think data form should only uneditable(grayed) for user Haroon Asghar who promote the planning unit.
we have checked all security rights to the users those are "Write access" but still Adeel javid is unable to enter data,so the budget activity is stop due to this problem.
when i remove the planning unit then i log in with all user one by one and see all data form required version,scenario and entity were editable to all users mention above
we want to run budget activity with the above planning unit hierarchy.
plz any one provide the proposed solution of the said issue
we are using Product Version 11.1.2.0.00
Regards
Anwar

Reviewers will not be able to write data to the intersection. Reviewers can only review the data and follow-up with a Reject, Promote, Sign off, Delegate, Originate or Freeze.
Please refer Article ID 1226783.1 in MOS.
HTH-
Jasmine.

Three owners of one planning unit in EPM 11.1.2.1

Hello!
I building the budget block hierarchy and I've the situation:
I have three owners of one planning unit (three planners with the same access to data forms, bus. rules and so on, 3 planners in one entity), but more than one owner can't be.
How can I solve this situation without changing the hierarchy of Entity dimension?
Big thx.
Edited by: Zhura on Apr 28, 2012 12:12 PM

Hi. If I've understood your question well you want to assign 3 users as owners of 1 planning unit at the same time. So any of them can submit data and promote it to the next user (reviewers)
It works in 11.1.2.2 and 3 users have to be included into group. The group is assinged as an onwer of such planning unit.

Workflow Planning Unit Ownership - Begin the budget review process

As an Admin, is there a way to assign multiple planning units with an import option or something like that? Right now the only option I see is to go in one-by-one and start the fcst cycle and then assign the ownership to the person who is entering the budget information. I have 150 Entity members to assign for one forecast cycle and was wondering if there was a "smarter" way to do this.

Hi!
We are referring to the same example of wf for which you answered some time ago. But we need to extend the process to the whole entity dimension. Thus we have this situation.
our entity dimension: --> http://postimage.org/image/d3utdauzn/
Our wf process:
free format wf. (since the entity hierarchy does not follow a linear path: bottom-up or top-down)
1.ENTITY 1 inserts data and submits them to a reviewer.
2.the reviewer approves or rejects data.
3.then the process should be sent to ENTITY 2,3,4 (lower levels of ENTITY 1) to start to modify/adjust data that ENTITY 1 has imputed and distributed to their levels trough a rule.
the problem is at the 3rd point. How could ENTITY 1 or the REVIEWER pass the process to ENTITY 2,3, and 4 at the same time? I see that I cannot make a group of users owner of one PU, and then limit their level trough the provisioning. The only solution that I have found for this is to send an e mail to ENTITY 2,3,4 and then let them start to input their data (the drawback in this case is that they can always modify data in cells for which they have the write provisioning , and not only when the reviewer has approved data.
moreover in the case the reviewer approves data sent by ENTITY1 he becomes the new owner of the PU, that is the only way trough which ENTITY 1 cannot modified them after the approvation)).
Thank you very much.
Edited by: user648334 on Jun 6, 2012 2:51 AM

Business Rules not available in Planning

I logged into EAS console and created a business rule against my planning outline. It validated properly and even runs properly from the EAS console (changes data as expected).
But when I log into Planning to assign this rule to a form the business rule is not listed either under the TOOLS > Business rules menu option or under the Business Rules Tab in Form editor.
What do I need to do to get this business rule into Planning?

I am on 9.3.1.
I have 2 servers, the essbase (hy01) and the planning (hy06). When logging into EAS I usually select the essbase server to log into (hy01). I created 1 business rule while logged into hy01 and it appeared when I logged into planning through workspace. I associated that BR with the outline hy06/AppName/DBname and used that as the location as well.
After that business rule was a grand success if I log into hy01 when logging onto EAS and then try to expand the BR node I get a "Error logging in to Business Rules. The repository has not been configured or you are not authorized to use Business Rules."
But I can log into EAS using hy06 and access the business rules just fine (including the original one). But every business rule I have created since then does not show up into planning.
So, in retrospect, I guess my question might be why can't I use Business Rules when logging into EAS through the Essbase server (hy01) but have full functionality when logging in through planning server (hy06) except for being able to then see the business rules I create in Planning through Workspace?
I am logged in as admin and no permissions have changed.

Business rules from epma to planning

Hi,
In EPMA version 11.1.12 I am having an issue with business rules. I wrote and deployed a business rule from EPMA to planning and everything was fine, the rule ran on save in the data form.
Now, I tried to run the rule a few days later and it won't run. I tried to remove and re-add the rule, but now its not visible. In planning, I can't see 'business rule security' in the administration drop down.
I deployed the application and all the rules and everything is successful, but still nothing in planning. In another application the rules are there.
How could a business rule disappear from planning and not show up again when it was deployed? Any help is appreciated. Thanks,
Dq

We sometimes see similar issues when the services are recycled in the wrong order. Perhaps a service failed or was restarted (after you had been successful in running the business rule from Planning)?
- Jake

APO: Interactive Demmand Planning - LOCK/UNLOCK Planning Book

Hi forum,
I need to lock temporaly a Planning Book in /SAPAPO/SDP94 in order to avoid users to be logged as a loading process is running
do you know any standard transaction to do this or have another idea?
thanks in advance
Rasec
Message was edited by: CESAR BENITO

Replies:
CESAR BENITO
Posts: 48
Registered: 3/11/04
Forum Points: 0
     Re: APO: Interactive Demmand Planning - LOCK/UNLOCK Planning Book
Posted: Oct 18, 2006 12:16 PM   in response to: Uma Maheswar ku... in response to: Uma Maheswar ku...
Click to edit this message...      Edit      Click to delete this message...      Click to branch this thread starting with this message...      E-mail author      Click to report abuse...      E-mail this message             Click to reply to this thread      Reply
Thanks for your answer, Uma!
I was testing Bapis that you mentioned and I think it's a radical solution because I would be blocking users, I just want to lock a planning book (users can keep logged in the system)
Transaction /n/sapapo/sdpplbk does not guarantee that user can access to planning book (if he/she is smart )
any suggestion?
Rasec
Somnath Manna   Moderator   SAP Mentor
Posts: 1,063
Registered: 12/6/07
Forum Points: 2,932
     Re: APO: Interactive Demmand Planning - LOCK/UNLOCK Planning Book
Posted: Oct 23, 2006 6:59 AM   in response to: CESAR BENITO in response to: CESAR BENITO
Click to edit this message...      Edit      Click to delete this message...      Click to branch this thread starting with this message...      E-mail author      Click to report abuse...      E-mail this message             Click to reply to this thread      Reply
Hi Cesar/Rasec,
If I understand correctly you want users not to change any data while some background job is being run. One way to handle this would be to lock and unlock the concerned planning area. This will prevent any users from making changes to the data in the planning area which should also mean your background job will not fail due to locks on data selection by users.
For this you can develop customization to do locking and unlocking of the planning area. The function module ENQUEUE_/SAPAPO/E_PAREA can be used to lock planning area while DEQUEUE_/SAPAPO/E_PAREA to unlock the planning area.
Hope this gives you some direction.
Thanks,
Somnath

Reporting in Different Planning Unit of Measures

Dear Gurus,
I have a requirement where in the trasnaction happens at EACH and the users want to view the reports at the planning unit of measure. The different conversion factors for planning unit of measure are maintained as part of the product master. The product master contains the planning UOM as an attribute and the conversion factor as a key figure attribute. As of BW 3.5 i know that the alternate unit of measure is the funcationality which can handle this multiple units of measure functionality. But the white paper says that this functionality is available as a standard functionality in BI7. Can any one help me out in handling this scenario.
Please also guide me as what i need to carry out before i start the actual development on this.
Regards
Vijay

Upon further review I noticed that the Unit dimension is being correctly populated when the value is a monetary amount. For example $100 CAD, the CAD is populated in the Unit dimension for this key figure. The distance measurements (all KM) don't have anything.
The UOM is present in both key figures in the bex query when run in Bex Analyzer.

Hyperion Planning reject a Planning Unit question

From HP user guide, it said that when rejecting a planning unit, by default, Reject returns the planning unit's ownership to the previous owner, but you may select the next owner. But when I try to reject, there is always a list of allowed users in the list box and I have to select one. How can I reject to previous owners instead of selecting a specific user? Thanks a lot.

Hi,
I am not sure if you will be able to do exactly what you want to do but you can customize process status actions.
Have a read of :- http://download.oracle.com/docs/cd/E12825_01/epm.111/hp_admin/ch11s06s03.html
Also here is some extra information about the table :_ HSP_PM_ACTIONS
The table has the following structure
from_state_id column e.g 0 Not Started, 1 First Pass (these are defined in HSP_PM_STATES)
changable_by column defines who can it (0=Owner, 1=anyone with access, 2=admin, 3=no one)
action_id column - defined in HSP_PM_ACTIONS (1 = Reject, 2= Approve, 3=Sign Off, 4 =Start, 5 =exclude, 6 = Promote)
new_owner column (0=Owner, 1=anyone with access, 2=admin, 3=no one)
Cheers
John
http://john-goodwin.blogspot.com/

Promotion planning level change from product to product category.

Hi
About the promotion planning level, currently we use product level which means we adds individual products and assign money to there.
But we are thinkin of changing this to product category level planning.
Could anyone please teach me some good references or links or how to do it in step by step?
It seems we need to do a lot of work to change the level of planning, but hopefully it might be not too difficult?
If you know the solution, could you point me some directions?
Thanks.

Looking at all that code, I can suggest one way of debugging the issue(Its a bit hard to guess what went in this case,particularly when the problem could be at so many places).
1. Run your PLSQL as an anonymous block and check if the generated XML structure is what you expect.
2. Check Firebug Console (if you have it) if an ajax request is send when the item is changed.
3. Print out the return XML as a string on the screen so that you can make sure it what you wanted(use alert function or append to some page element)
4. Now try your XML parser JS section starting with the obtained XML as a static variable, trying printing out the parsed out values at different stages
5. Setting the page items shouldn't be much of a trouble if everything else worked fine.
Some Observations: If you are on Apex 4.0 wouldn't a Dynamic Action save you all this trouble (Two SetValue processes). Even otherwise you seem to be fetching two id's from the Ondemand process..Can't you just concatenate them with some separator and send that as the result stream(htp.p), handling them in JS would be simple using the split function. If the data is more complex you could return it as a JSON string and parse it with fewer lines of code.
Found a problem with the code :
get.add('PRODUCT_ID',pValue)Do you have a page item by that name(PRODUCT_ID) ? else change it to
get.add('P4_PRODUCT_ID',pValue)and change the following in ur PLSQL process code
PRODUCT_ID = TO_NUMBER (v ('PRODUCT_ID'));to
PRODUCT_ID = TO_NUMBER (v ('P4_PRODUCT_ID'));But as I said earlier, Debugging it step by step might be easier.

Is it possible to run Rules/Seq from SmartView while connected to Essbase?

Is it possible to run rules/sequences from SmartView while connected to Essbase URL in 9.3.1 version?
Current environment does not have planning and we have to run rules while connecting to Essbase.
Using http://<<ServerName>>:9080/aps/SmartView URL.
There seems to be no way we can do it. Referred to DBAG, Planning and SV document but not mentioned.
Thanks in advance!

Hi,
If you have attached you business rules to Essbase database connection in EAS, you should see them under Calculation Options. If you attached only Planning connection, you will have to connect to Planning in Smartview to execute business rules.
Else, you will see only calculation scripts attached to the Essbase application.
Let me know if it helps.
Cheers
RS

Running Rules on "Locked"/Promoted Planning Units

Similar Messages

Maybe you are looking for