Supporting Detail migration
Hi
I'm doing a supporting detail migration in 11.1.1.1 via SQL because of a difference in dimensionality between source and target.
The good news is that I have successfully inserted the data and when double click a cell in Planning the supporting detail is there. However, the cell colour has not changed.
What can I do so that the cell indicates there is supporting detail?
Cheers
I'm able to insert new supporting detail and the cell colour works fine. It's just the cells containing migrated detail that are not highlighted.
I could probably go in to the detail, click save and the cell colour would update, but that is not feasible for the volumes I'm working with.
Cheers
Similar Messages
-
Migrating Supporting Details/Comments
We recently created a new Hyperion environment by copying our production environment. After that, we created a new dimension for our use going forward. We realized that all supporting details and comments were missing. It makes sense because the details and comments are pointing at specific intersections of data in the SQL database. I've written the SQL to add a default member from the new dim to all the supp details/comments and that fixes the majority of the problem by linking the details to the correct intersections. When I go back into a Planning form and drill down, i can now see the supporting details and comments. However, the form's cells are not turning blue, which is the visual cue that there are underlying details. Does anybody know how these cells get the blue shading that represents underlying details?
Here's my SQL that adds the default new dim member to my underlying details:
UPDATE HSP_COLUMN_DETAIL
SET DIM9 = '233295' --DIM9 is the new Dim and 233295 is the object code of the new dim's default member
WHERE DIM9 = ''
Thanks-
CameronPlanning uses a caching system so if you make changes directly to the tables (which is not supported) then planning will not always be aware of the changes, if the tables updates are valid then usually a restart of the planning web app will pick up the changes.
Cheers
John
http://john-goodwin.blogspot.com/ -
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 -
Cell Comment and Supporting Detail with User ID
Hi,
I have created couple of SQL to generate the report on Cell Comments and Supporting detail from Planning repository tables 11.1.2.1.
This is working as expected Now I have additional requirement to provide the User information who added the cell comments or Supporting detail
Please let me know if anyone has this before - I wanted to know where the user information stored in these tables when someone entered cell comments
--Cell Text
SELECT
HSP_UNIQUE_NAMES.OBJECT_NAME AS Scenario,
HSP_UNIQUE_NAMES4.OBJECT_NAME AS Version,
HSP_UNIQUE_NAMES2.OBJECT_NAME AS Department,
HSP_UNIQUE_NAMES5.OBJECT_NAME AS YEAR,
HSP_UNIQUE_NAMES3.OBJECT_NAME AS Period,
HSP_UNIQUE_NAMES1.OBJECT_NAME AS Account,
HSP_CELL_NOTE.NOTE_ID,
HSP_CELL_NOTE_ITEM.CONTENTS
FROM HSP_CELL_NOTE
INNER JOIN HSP_CELL_NOTE_ITEM
ON HSP_CELL_NOTE.NOTE_ID = HSP_CELL_NOTE_ITEM.NOTE_ID
LEFT JOIN HSP_UNIQUE_NAMES
ON HSP_CELL_NOTE.DIM1 = HSP_UNIQUE_NAMES.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES1
ON HSP_CELL_NOTE.DIM2 = HSP_UNIQUE_NAMES1.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES2
ON HSP_CELL_NOTE.DIM3 = HSP_UNIQUE_NAMES2.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES3
ON HSP_CELL_NOTE.DIM4 = HSP_UNIQUE_NAMES3.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES4
ON HSP_CELL_NOTE.DIM5 = HSP_UNIQUE_NAMES4.OBJECT_ID
INNER JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES5
ON HSP_CELL_NOTE.DIM6 = HSP_UNIQUE_NAMES5.OBJECT_ID
--Supporting Detail
SELECT
HSP_UNIQUE_NAMES.OBJECT_NAME AS Scenario,
HSP_UNIQUE_NAMES4.OBJECT_NAME AS Version,
HSP_UNIQUE_NAMES2.OBJECT_NAME AS Department,
HSP_UNIQUE_NAMES5.OBJECT_NAME AS YEAR,
HSP_UNIQUE_NAMES3.OBJECT_NAME AS Period,
HSP_UNIQUE_NAMES1.OBJECT_NAME AS Account,
HSP_COLUMN_DETAIL_ITEM.LABEL,
HSP_COLUMN_DETAIL_ITEM.POSITION,
HSP_COLUMN_DETAIL_ITEM.OPERATOR,
HSP_COLUMN_DETAIL_ITEM.VALUE,
HSP_COLUMN_DETAIL.DETAIL_ID,
HSP_COLUMN_DETAIL_ITEM.GENERATION
FROM HSP_COLUMN_DETAIL
INNER JOIN HSP_COLUMN_DETAIL_ITEM
ON HSP_COLUMN_DETAIL.DETAIL_ID = HSP_COLUMN_DETAIL_ITEM.DETAIL_ID
LEFT JOIN HSP_UNIQUE_NAMES
ON HSP_COLUMN_DETAIL.DIM1 = HSP_UNIQUE_NAMES.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES1
ON HSP_COLUMN_DETAIL.DIM2 = HSP_UNIQUE_NAMES1.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES2
ON HSP_COLUMN_DETAIL.DIM3 = HSP_UNIQUE_NAMES2.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES3
ON HSP_COLUMN_DETAIL.DIM4 = HSP_UNIQUE_NAMES3.OBJECT_ID
LEFT JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES4
ON HSP_COLUMN_DETAIL.DIM5 = HSP_UNIQUE_NAMES4.OBJECT_ID
INNER JOIN HSP_UNIQUE_NAMES HSP_UNIQUE_NAMES5
ON HSP_COLUMN_DETAIL.DIM6 = HSP_UNIQUE_NAMES5.OBJECT_ID
Regards,
KPI like to think of the cell comments like post-it notes. If you use them sparingly, they're very useful. If you use them all the time (or use comments in every cell) it's unlikely that they will be as effective.
With regards attaching a document, I think the same can be said.
With regards supporting detail, it always strikes me that if you need more detail within a given cell, that the system should be accommodating this through component child members, rather than a mix of some cells containing supporting detail and others not. I understand that it's quite nice functionality to have though, and looks good when demo'ing.
I think the main take away from this is that every time you show the comments etc to people the first question you get is "Can you report all the comments for a given time period?" and the answer is of course unfortunately "Not easily using a supported method".
Just my thoughts... -
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 -
Hi,
Our client has purchased a tool to load supporting details directly into Planning. This is to have the granularity of the cost details. Is there any way that we can generate a report of the supporting details. Will that be restricted to that particular combination or we can have a report of complete P&L where the accounts which have supporting details have also the list displayed below.
Can this view be possible? Please let me know.
Thanks,hi,
For a data form ,which might be any report ( from business sense) can have supporting details ,which can be easily spotted in green colour.
For example , if its expense of some kind, and it has got supporting details , you can dig into its depth by looking into it to find it constituents ex: travel expense , hotel expense...etc.
Its like a in built calculator, and it does display list. Revert if you need any further info
Sandeep Reddy Enti
HCC
http://hyperionconsultancy.com/ -
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/ -
ValidateData.js - Need to Force Supporting Detail
I am working on some custom JavaScript for a Hyperion Planning web input form where I need to force users to enter supporting detail. I understand how it's done in the SampleValidateData.js file, however that method will still allow a user to save non-supporting-detail values in a cell.
I would like to cycle through all editable cells and check a property on the cell to see if it contains supporting detail. (ex. by checking the tooltip value)
Does anyone know a specific property I can check on the cell (along with its corresponding value for supporting detail)?
Thanks,
- JakeFound it. currentDataGrid.isSupporting[r][c]
-
Supporting detail disappeared and the could not edit
We have a planning app (v 11.1.2.2) and one user told me he entered some data into supporting detail for one cell. After he save it and the cell data became 0. And he could not edit that cell anymore. Tried to editing supporting edit for that cell brought back a blank page. I tried that cell and although the data is 0 and I could not update supporting detail either. It just brings a blank page for supporting detail. User can still enter and edit supporting details for other cells. I can think of a couple things to do:
1. Check the relational db and delete the supporting detail for that cell.
2. Restart Planning services to see if that fixes it.
But before I do that, I want to know if anyone of you encounter the same thing or not. And is there any other way to fix that.
ThanksThanks! That icon color is barely visible. I never noticed it was there! I need to change it to more contrast color.
-
Cell comment, Documentation, annotation and supporting detail.
Hi All,
I am actually new to 'Hyperion Planning'. I know what comment, documentation, annotation and supporting detail means. But, can anyone tell me 'WHEN' to use each of these.
ThanksI like to think of the cell comments like post-it notes. If you use them sparingly, they're very useful. If you use them all the time (or use comments in every cell) it's unlikely that they will be as effective.
With regards attaching a document, I think the same can be said.
With regards supporting detail, it always strikes me that if you need more detail within a given cell, that the system should be accommodating this through component child members, rather than a mix of some cells containing supporting detail and others not. I understand that it's quite nice functionality to have though, and looks good when demo'ing.
I think the main take away from this is that every time you show the comments etc to people the first question you get is "Can you report all the comments for a given time period?" and the answer is of course unfortunately "Not easily using a supported method".
Just my thoughts... -
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/ -
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/ -
What is a delta migration and is there any tool that support delta migration?
Hi,
We are migrating from MOSS 2007 to SharePoint 2013.
What is a delta migration and is there any tool that supports delta migration...Please help me understand.hi
there are many tools are availabe in market like DocAve,Metalogic-Content migration and Quest Migration
so as per my experince Content Matrix is good to support all the feature while migration form Sharepoint 2007 and Sharepoint 2010 or Sharepoint 2013.
See the below link
http://www.metalogix.com/help/Content%20Matrix%20Console/SharePoint%20Edition/002_HowTo/003_MigrationActions/020_IncrementalCopying.htm
Please mark the answer if this help full.. -
Smartview / Supporting Details Functionality / VBA Excel
Question Summary*: Within Excel, using VBA, is it possible to control the "*_Supporting Details_*" functionality (read / add / delete children, paste values command)?
Detail*:
--- Within Excel, using VBA, I am able to control the POV parameters using something like this:
X = HypSetPOV("Sheet1", "Entity#" & theE, "Project#" & theP)
where theE and theP are variables I've preassigned --- works flawlessly
--- Within Excel, using VBA, I am able to load / show the "*_Supporting Details_*" form using something like this:
Application.CommandBars(1).Controls("Hyperion").Controls("Supporting Details").Execute
I then manually (takes too long) enter data to the form in order to itemize --- within a specific GL expense account --- the budget line item.
--- Request: I have a pre-completed Excel worksheet with all the details. I want to be able to read / add / delete children within a specific line item (SUPPORTING DETAILS) using VBA.
Can someone provide a specific example?
I've tried using HypGetChildren, but is this the wrong method? From documentation, this method appears to be associated with member children, not* SUPPORTING DETAILS.
I'm using this for Supporting Details nodes (children and siblings) --- it is required that I enter "Supporting Details" children (can have anywhere from 1 to 20 children) for this GL expense item (row).
Here's my set-up...
Oracle Hyperion Smartview Version = _9.3.1.5.0.025_
MS Excel Version = _2003 (Service Pack 3)_
Declarations Made = _\SmartView\bin\smartview.bas_ (successfully able to use - call - these methods and functions)
Form Structure Row = One GL Expense Account (called "Meals Expense")
Form Structure Column = Twelve --- with each representing a month (Jan, Feb, Mar...)
Form Structure POV = Many --- and these are already set, I do not need help setting the POV programmatically
Thank you for your consideration and guidance.
Edited by: 888548 on Sep 29, 2011 8:36 AM
Edited by: 888548 on Sep 29, 2011 8:39 AMDear Mike,
Thanks so much for your quick response -- this helps a lot.
Follow-Up Question: Could a modified request be accomplished (as follows)?
Modified Request*: Rather than programatically reading / deleting child nodes within the Supporting Details form, is there a way to programatically add a child node and paste values within the Supporting Details form in the same fashion that I'm able to load / show the Supporting Details form.
Load / Show Supporting Details Form:
---- This works --> Application.CommandBars(1).Controls("Hyperion").Controls("Supporting Details").Execute*
Click on the Add Child button Programatically:
---- This does not work --> Application.CommandBars(1).Controls("Hyperion").Controls("Supporting Details/AddChild").Execute*
Click on the Paste Values button Programatically:
---- This does not work --> Application.CommandBars(1).Controls("Hyperion").Controls("Supporting Details/PasteValues").Execute*
Click on the OK button Programatically:
---- This does not work --> Application.CommandBars(1).Controls("Hyperion").Controls("Supporting Details/OK").Execute*
Thanks for your help and consideration. -
Displaying Supporting Details in FR
hi expert,
is there any way to display Supporting details in fr horizontally ?? i want to display supporting detail just like a pivot...do you have some clue??
regrd,
tyoHi,
To show supporting detail for the Planning Details database connection:
1 Open a report and select a row in the grid that contains a member with supporting detail.
2 In the Row Properties sheet, select Display Supporting Details.
3 Specify whether to allow page breaks with the rows of supporting detail:
a) To allow a page break within the rows of supporting detail, select the Allow Page Break Within check box.
b) To keep the parent member and the supporting detail on the same page, deselect the Allow Page Break Within check box. If the supporting detail does not the currentpage, the parent member and supporting detail is moved to the next page.
Note: If the supporting detail spans multiple pages, this option defaults to Allow Page Break Within and page breaks are used.
4 Optional: To position the supporting detail before or after the parent member, select the Grid
Properties sheet, select the Position category and select an option in the Position of Supporting Detail
box:
a) To display supporting detail before the parent member, click Before Members.
b) To display supporting detail after the parent member, click After Members. This is the default.
Regards,
Vinit
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