Smartlist extraction from Planning application

Hi,
Is it possible to extract the smart list items along with other dimensions from planning application either using ODI or other menthod?
If yes, how?
Thanks,
Naveen Suram

Hi John,
Thanks for quick reply.
I am browsing through the RDBMS tables, I didn't find the smart list items in HSP_OBJECT table. Which tables contains the smart list items?
Thanks,
Naveen Suram

Similar Messages

Extracting Dimension from Planning Application through EPMA File Generator

Hi,
I have a EPMA planning application (in version 11.1.1.2) and I want to extract its dimensions in to a ads file. I am using EPMA File Generator 9.3.1 for the purpose.
I am selecting the "From Planning Application" tab and entering all the required details, but when I execute... I get error "Unable to get metadata. Please check the web URL, application name, and application server."
I checked the web URL which is:
http://<server name>:8300/HyperionPlanning
and my application name & server are also correct...
Please help me to find out what exactly is going wrong here...
Thanks & Regards,
AK

Why are you using 9.3.1 version, is there not a newer version in \Hyperion\products\Foundation\BPMA\EPMAFileGenerator\
Also if it an EPMA application you can use the EPMA tab to generate the ADS.
Cheers
John
http://john-goodwin.blogspot.com/

Any utility or tool which extracts/exports security from planning application

Hi Everyone, Would like to know if there is any utility or tool whichextracts/exports security from planning application. By security i mean dimensional level security plus users andgroups. Or SQL queries to fire on planning repository. Or any workaround. Thanks,

I'm not 100% certain, but you can try the ESD tool on the hyperion community portal (www.hyped.biz). It was designed for Essbase, but it's possible that it will work properly on a planning cube. Besides dumping security, it captures server, app, and db settings, flags user and group exceptions, validates filters, and generally gives some nice feedback. -Doug.

Removing admin user from planning application

Hi,
i have a small question that possibly u can answer easily.
in workflow process when users click "change status", at promote and approve "admin" user comes up with in combo-box.
we are sharing shared services with another project team so i dont wanna show "admin" to my users in that list cos i have "plnadmin" as application owner.
by the way "admin" was deprovisioned from planning applications on HSS such that he cannot log-in to planning application. (user doesnot exists for this application message.)
but he still exists in workflow process combo-boxes and "Administration->Application Settings->Assign application Owner" combo-box.
how can i remove him ?
thx,
Version: 11.1.1.2

Hi,
In theory it should remove the admin user if they have been deprovisioned and the application owner assigned to another user. I did a quick check on 11.1.1.3 and it removed the admin user from the workflow and tables.
Maybe it has not removed the user because a workflow was already in progress even though it worked for me.
There are probably a number of ways to try and removing the user e.g. try restart planning service and log into the application to see if it syncs up with shared services (it should do if the property SYNC_USER_ON_LOGON is set to true, which is default for planning)
Try stopping the workflow process and run a refresh, or go to access permissions for a member and click migrate identities to see if it clears the table.
Final stage would be to manually remove from the repository tables.
(sorry if I have not covered all areas, I sure somebody will give you different ideas or repeat what I say)
Cheers
John
http://john-goodwin.blogspot.com/

Utility to extract ADS file from Planning application

Hi,
We had a Planning System 9.3 Classic application. We wanted to create a replica of the same as an EPMA application. We used a utility to extract ADS file from classic application. Post that the classic application has locked i.e we are not able to edit it. All dimensions are in view mode. Kindly let us know how to revert back in edit mode for classic application.
Thanks and Regards,
Meenal Dhall

Hi,
I think you have come across the bug in the EPMA extractor, if I remember correctly it changes a value in a table which stops you editing in classic.
You can resolve this looking at your planning system database.
There is a table called HSPSYS_PROPERTIES.
The field property_id is the application id, you find what application it relates to by looking at HSPSYS_APPLICATION
Once you know the id for your application
In the table HSPSYS_PROPERTIES look for a row with EDIT_DIM_ENABLED and change the value in the next field from false to true
Restart planning and you should be able to edit again.
Cheers
John
http://john-goodwin.blogspot.com/

Unable to Obtain a Connection to Hyperion Essbase from Planning Application

Dear All,
I have installed FDM+Foundation+HFM+Essbase+Planning 11.1.1.3 (Tomcat)
I have stacked with the following problem:
when I try to open my data form, I am getting
“Unable to obtain a connection to Hyperion Essbase. If this problem persists, please contact your administrator”
Validate Database Connection & Validate Essbase Connection are successful throw Manage Data Source menu
Essbase user has admin privileges
In EAS console I can make myself sure, that my application is running
Data Form is valid (verified in Preview screen in Data Form wizard)
Can somebody help me with it?
Best Regards,
Siarhei

Thanks, John
Summary
Symptoms
When attempting to connect to Hyperion Planning as the admin user, the following error occurs:
Unable to obtain a connection to Hyperion Essbase. If the problem persists, please contact your administrator'
Cause
Hyperion Planning web accesses the application by making a connection to the Planning metadata in the relational repository (via Relational repository settings) and also to Essbase via the datasource settings.
Any Essbase connection issues indicate problems with the Essbase settings in the datasource or are related to the Essbase server.
Solution
- Edit the datasource via the Configuration Utility.
- Test the Essbase connection and make sure that the user used to make the connection is valid and has admin rights to Essbase.
- Restart the Hyperion Planning service once the Essbase user has been given the correct access rights.
- Login to the Essbase Administration Services (EAS) console and right click on the Essbase server name node -> Refresh security from Shared Services
- Expand the applications node (under the Essbase server name node) and check that there is an application with exactly the same name as the Planning application.
Note: Go to section 'manually recreating a Planning application in Hyperion Essbase, if the Planning application is missing in the above step.
- Login to the application in Hyperion Planning web.
Manually recreating a Planning application in Essbase:
- Login to the EAS console as admin (the Essbase user used by admin must have Essbase administrator rights)
- Go to Essbase servers -> your Essbase server name -> right click on applications -> Create application -> Using Block Storage and enter the exact Hyperion Planning Application name then click on ok.
Note: The above step will only create the application shell without the databases.
- Login to the application in Hyperion Planning web as admin and go to Administration menu -> Manage Database -> select database and filters (to create filter access to Essbase) and Refresh (refresh will also recreate the databases if they don't exist)
Best Regards,
Siarhei

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 ??

Extracting explanations from planning app and loading into Oracle table

Hi All,
I had a requirement where I had to extract data from a planning application through ODI 11g and load it into Oracle RDBMS.
I used essbase as my source in technology (since planning data is stored on essbase side) and oracle as my target.
Now the data is getting extracted from essbase side and is getting loaded into Oracle table through ODI.
Now the client requires that they want to extract the explanations or text values also from planning application and load them into Oracle table.
How this can be achieved?Is there a table on the sql side(since sql database is being used at back end for planning app) which stores the explanations,if yes please let me know which table it is.
Kindly help me with this requirement.

Hi,
IKM SQL Control Append is perfect if you don't need incremental updates. If you need it, go for IKM Oracle Incremental Update (MERGE) or something like that.
Regards,
JeromeFr

How can we delete a dimension from the classic planning applications

Hi Friends,
I am trying to delete a dimension from the planning classic application but i am unable to find out the delete option to delete a dimension. I created the dimension from the Administration -->dimensions --> Add dimension.
If we want to delete a dimension how we can delete that dimension, I heard meta data is stored in the RDBMS so that why if we want delete dimension we need to delete in RDBMS so please tell me the location in RDBMS to delete dimension. i am using sql is RDBMS.
Thanks in advance......

As John mentioned, it is not supported and advisiable to delete a dimension from Planning application. but yes you can take a chance with some risk if you need to do so.. this opertaion is tested in 9.2 but i never tried in EPM V11.
You will need to delete all the children first, then the dimension.
BE SURE YOU HAVE A BACKUP OF YOUR APPLICATION BEFOREATTEMPTING THIS PROCEDURE.
You will need to delete all the children first, then the dimension.
If you have the dimension in forms, you may also need to (after step 5) go into the hsp_formobj_def_mbr table and delete all references of that object ID. Then delete the dim id in thehsp_form_layout table. Recycle services of Planning.
Procedure: If you create a custom dimension in planning and wish to delete it, here is how you might remove it from SQL manually.
it is recommended that only someone familiar with relational databases attempt this.The following assumptions are being made about the dimension: No forms have any references to thedimension. Any and all attribute dimensions have been removed from the dimension. Any and all members have been removed from the dimension. All security access has been removed from dimension. Any Alias associated with the dimension has been removed.
1. Open the Enterprise Manager for SQL server
2. Open the database that has your planning application
3. Open the table HSP_OBJECT
4. You need to find the row that has the dimension name you want to delete:
5. Take note of the OBJECT_ID in my example it is50051, don't delete it yet.
6. Open the table HSP_MEMBER
7. Find and delete any rows that have a MEMBER_ID equal to the OBJECT_ID from step 5.
8. Close the Table HSP_MEMBER
9. Open the table HSP_MRU_MEMBERS.
10. Find and delete any rows that have a DIM_ID equal to the OBJECT_ID from step 5.
11. Close the table HSP_MRU_MEMBERS.
12. Open the table HSP_DIMENSION
13. Find and delete any rows that have a DIM_ID equal to the OBJECT_ID from step 5.
14. Close the table HSP_DIMENSION
15. Also delete it's reference from the HSP_UNIQUE_NAMES table.
16. Delete the row in the HSP_OBJECT table that you found in step 4.
17. Close the HSP_OBJECT table.
18. Open Essbase Application Manager for the application and remove the dimension from the necessary Essbase outlines
19. Restart the application server.
good luck!!!
-KP

Level0 Extract using MaxL from Multicurrency Planning application

I have a multi currency Planning application with 2 Dense and 6 SParse dimension.
Account And Currency Dense
Rest all Sparse
when i am running the level0 export using a maxL scrit to get data in Column format, it is generating all memebr in Column except Currency which is going to header
and data in getting displayed in 3 separate culumn
local CAD USD
D1 D2 D3 D4 D5 200 #MI #MI
how can get the data in one column and want currency dimension also dispaly in a column as other dimension.. any thought..
-KK

If it is a standard level0 export you cannot change the format of the extract.
You could have a look into to using the DATAEXPORT command :- http://download.oracle.com/docs/cd/E12825_01/epm.111/esb_techref/dataexport.htm
It may be worth having a look at :- http://download.oracle.com/docs/cd/E12825_01/epm.111/esb_dbag/drpexpo.htm#drpexpo1020295
Cheers
John
http://john-goodwin.blogspot.com/

Extracting Outline from Planning using ODI

Hi John,
I would like to extract the outline from my Planning application using ODI.
When i did the extraction from the essbase, most of the properties of the members are differing wrt the Planning properties.
Is there any way to extract the outline directly from Planning.

The properties have a different name but they are the same thing, you just need to transform the name into the planning equivalent.
There is currently no adaptor to extract,usually a utility it can be done by the outline loader in version 11.1.2.1
Cheers
John
http://john-goodwin.blogspot.com/

ODI and Loading to/Extracting from Hyperion Planning **?

All,
first--I am not a Hyperion expert.
Clients have 2 requirements:
#1. Loading data ( flat file format residing in Windows environment) ''to'' Hyperion Planning 9.3.1
#2. Extracting Data 'From' Hyperion Planning 9.3.1 to a flat file ( residing in Windows environment)
Questions:
#1 I have looked at materials at OBE > ( http://ias.us.oracle.com/portal/page?_pageid=33,1704614&_dad=portal&_schema=PORTAL)
I have been able to reverse engineer a Hyperion application in ODI. but apparently that's not all, and there is additional work to be done in Hyperion itself
namely---'preparing' dimensional members, before loading any data.
Let's say the input data is comprised of: Product_code, Account_num, Period, Amount
Can someone explain how the following recommended steps by Hyperion example can plays out to load this data?
1) Loading Metadata? ( what needs to be added/changed in Hyperion diemnsion)
2) Loading Data?
#2 do we have to use ODI to create interface and extract/write data from Hyperion to a flat file? isn't there any Hyperion 'Facility' which does that?
any pointers is appreciated.
Thanks
ali

Hello,
Unfortunately there is no SSO option from "Planning to FDM" via Tasks.
The URL you should tell Planning to launch in a new window is 'http://<ServerName>/HyperionFDM'
If Planning can not execute that in a fresh IE window; then there isn't much that can be done.
It might also be advantageous to post this to the Planning group as well; since this isn't necessarily an FDM discussion.
Thank you,

ODI and Planning Applications Created from EPMA

Dear All,
can ODI be used with Planning applications created from EPMA or it only can be used with classic applications?
Your answer is very much appreciated.
BR,
ioGGo.

Hi,
Because the adapters provided within ODI does support only classic Planning applications, you can use ODI with classic Planning for metadata integration. This doesn't mean though, that you cannot use ODI to feed metadata in to EPMA. You can load the metadata to interface tables and automate the integration using EPMA batch utility.
Plus, you can still use it for data extract & load as essbase is essbase no matter your application is classic or EPMA.
However I must admit that it's more handy using with classic Planning. Check John Goodwin's blog if you haven't.
Cheers,
Alp

How to extract data from planning book

nu t apo. need help regarding how to extract data from planning book givn the planning book name , view name & some key figures.
Total Demand (Key Figure DMDTO):
o     Forecast
o     Sales Order
o     Distribution Demand (Planned)
o     Distribution Demand (Confirmed)
o     Distribution Demand (TLB-Confirmed)
o     Dependent Demand
Total Receipts (Key Figure RECTO):
o     Distribution Receipt (Planned)
o     Distribution Receipt (Confirmed)
o     Distribution Receipt (TLB-Confirmed)
o     In-Transit
o     Production (Planned)
o     Production (Confirmed)
o     Manufacture of Co-Products
Stock on Hand (Key Figure STOCK):
o     Stock on Hand (Excluding Blocked stock)
o     Stock on Hand (Including Blocked stock)
In-Transit Inventory (Cross-company stock transfers)
Work-in-progress (Planned orders / Process orders with start date in one period and finish date in another period)
Production (Planned), Production (Confirmed) and Distribution Receipt elements need to be converted based on Goods Receipt date for projected inventory calculation.

Hello Debadrita,
Function Module BAPI_PBSRVAPS_GETDETAIL2 or BAPI_PBSRVAPS_GETDETAIL can help you.
For BAPI BAPI_PBSRVAPS_GETDETAIL, the parameters are:
1) PLANNINGBOOK - the name of your planning book
2) DATA_VIEW - name of your data view
3) KEY_FIGURE_SELECTION - list of key figures you want to read
4) SELECTION - selection parameters which describe the attributes of the data you want to read (e.g. the category or brand). This is basically a list of characteristics and characteristic values.
BAPI_PBSRVAPS_GETDETAIL2 is very similar to BAPI_PBSRVAPS_GETDETAI but is only available from SCM 4.1 onwards.
For the complete list of parameters, you can go to transaction SE37, enter the function module names above and check out the documentation.
Please post again if you have questions.
Hope this helps.

How to sync a planning application in Dev from Prod?

Hello,
I have a planning application in Dev ("X") that is now out of date and is not synced up with the planning application in Prod ("Y"). X and Y are the same applications just the names are different in the environments.
I want to know what is the best ways to sync up the planning application "X" that is in dev with a planning application "Y" that is in production to make sure its closest to production now? What are the things that I need to keep in mind while doing this?
If I were to use LCM for this is it necessary that both the applications should have the same application and database name?
It would be really helpful if someone could suggest the best and efficient way to do so and throw some light on this topic.
Thanks,
- Krrish

I'm sure there are other ways to do this, but my preferred method is exporting the application via LCM to the file system. This will dump a series of XML files to the import_export directory.
The reason I prefer this method is that you can do a "bulk" find and replace on these files with a tool like TexRep. This means you can change the app name or database name without much trouble when moving between environments. Update the XML files with the new name and simply import them into the target app.
One important tip . . . . the app name is embedded in not only the XML files themselves, but also into the file folder names. So make sure you update these directory names as well, or you'll have issues with the import.
Another important tip . . . . make sure you don't overwrite the admin password by importing PROD Shared Services data into DEV. (I typically don't migrate things between Shared Services environments with LCM - so make sure you either exclude this from your migration, or manually remove this ID from your XML files.)
Hope this helps,
- Jake

Smartlist extraction from Planning application

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