User access to "planning " data forms

hi
iam newbie to planning
i have two different doubts in planning
i have created a application in eas called "blue " in eas console and loaded the data and retrieved in excel , iam able to see the data . mean while i have created planning application called "gt" and its created sucessfully, i can able to "gt" see in the eas console . i wanted to get the data from "blue" in eas into planning "gt" dataforms i created a user called "blue" in shared services console , i decided to give the privilege to "blue" in eas , i clicked on the default application to blue application but was nt there ,but it showing separtely , i clicked on that and assigned roles like "administrator" and cube creator and planner
my doubt is that
1: when i logon "gt " planning application and created dataform folder i want to access the essbase application "blue" data, but there is no user available in that dataform
iam confused whether i should give privileges to default application or "gt " i find both of them in shared services console
clearly my doubt how to link eas "blue" with planning "gt " and datas form blue should be retrived in gt dataform
iam using epm11
sreekumar.H
OLAP-DEVELOPER

Hi,
I am not totally sure what you are trying to achieve but if you create an essbase application in EAS it is a totally seperate entity from a planning application, so you can't just access it directly.
The are many options on what to do but it needs to be clearer why you have to access the data from a seperate database.
If there is a commonality in the dimensions then it would have been possible to create an extra plan type when you created the planning application, this creates an extra database as part of the planning application.
The other options are to use XREFs to access data from one to cube to another.
Another option would to use partitions.
You could extract the data from one cube using an export or DATAEXPORT command and then load it into your planning database or use ODI to extract from one database and load it into the other.
Cheers
John
http://john-goodwin.blogspot.com/

Similar Messages

  • Java exception: Planning Data Form Import/Export Utility: FormDefUtil.sh

    Hi,
    We have the following in our environment
    Oracle 10gAS (10.1.3.1.0)
    Shared Services (9.3.1.0.11)
    Essbase Server (9.3.1.3.01)
    Essbase Admin Services (9.3.1.0.11)
    Provider Services (9.3.1.3.00)
    Planning (9.3.1.1.10)
    Financial Reporting + Analysis UI Services (9.3.1.2)
    I got the following error while using the Planning Data Form Import/Export Utility. Does anyone have any idea?
    hypuser@server01>$PLANNING_HOME/bin/FormDefUtil.sh import TEST.xml localhost admin password SamApp
    [May 6, 2009 6:25:11 PM]: Intializing System Caches...
    [May 6, 2009 6:25:11 PM]: Loading Application Properties...
    [May 6, 2009 6:25:11 PM]: Looking for applications for INSTANCE: []
    [May 6, 2009 6:25:13 PM]: The polling interval is set =10000
    Arbor path retrieved: /home/hypuser/Hyperion/common/EssbaseRTC/9.3.1
    [May 6, 2009 6:25:14 PM]: Setting ARBORPATH=/home/hypuser/Hyperion/common/EssbaseRTC/9.3.1
    Old PATH: /home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/AnalyticServices/bin:/home/hypuser/Hyperion/common/JRE-64/IBM/1.5.0/bin:/usr/bin:/etc:/usr/sbin:/usr/ucb:/home/hypuser/bin:/usr/bin/X11:/sbin:.
    [May 6, 2009 6:25:14 PM]: Old PATH: /home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/common/JRE/IBM/1.5.0/bin:/home/hypuser/Hyperion/AnalyticServices/bin:/home/hypuser/Hyperion/common/JRE-64/IBM/1.5.0/bin:/usr/bin:/etc:/usr/sbin:/usr/ucb:/home/hypuser/bin:/usr/bin/X11:/sbin:.
    java.lang.UnsupportedOperationException
    at com.hyperion.planning.olap.HspEssbaseEnv.addEssRTCtoPath(Native Method)
    at com.hyperion.planning.olap.HspEssbaseEnv.init(Unknown Source)
    at com.hyperion.planning.olap.HspEssbaseJniOlap.<clinit>(Unknown Source)
    at java.lang.J9VMInternals.initializeImpl(Native Method)
    at java.lang.J9VMInternals.initialize(J9VMInternals.java:187)
    at com.hyperion.planning.HspJSImpl.createOLAP(Unknown Source)
    at com.hyperion.planning.HspJSImpl.<init>(Unknown Source)
    at com.hyperion.planning.HspJSHomeImpl.createHspJS(Unknown Source)
    at com.hyperion.planning.HspJSHomeImpl.getHspJSByApp(Unknown Source)
    at com.hyperion.planning.HyperionPlanningBean.Login(Unknown Source)
    at com.hyperion.planning.HyperionPlanningBean.Login(Unknown Source)
    at com.hyperion.planning.utils.HspFormDefUtil.main(Unknown Source)
    Setting Arbor path to: /home/hypuser/Hyperion/common/EssbaseRTC/9.3.1
    [May 6, 2009 6:25:15 PM]: MAX_DETAIL_CACHE_SIZE = 20 MB.
    [May 6, 2009 6:25:15 PM]: bytesPerSubCache = 5654 bytes
    [May 6, 2009 6:25:15 PM]: MAX_NUM_DETAIL_CACHES = 3537
    Setting HBR Mode to: 2
    Unable to find 'HBRServer.properties' in the classpath
    HBR Configuration has not been initialized. Make sure you have logged in sucessfully and there are no exceptions in the HBR log file.
    java.lang.Exception: HBR Configuration has not been initialized. Make sure you have logged in sucessfully and there are no exceptions in the HBR log file.
    HBRServer.properties:HBR.embedded_timeout=10
    HBR Configuration has not been initialized. Make sure you have logged in sucessfully and there are no exceptions in the HBR log file.
    java.lang.ExceptionInInitializerError
    at java.lang.J9VMInternals.initialize(J9VMInternals.java:205)
    at com.hyperion.hbr.api.thin.HBR.<init>(Unknown Source)
    at com.hyperion.hbr.api.thin.HBR.<init>(Unknown Source)
    at com.hyperion.planning.db.HspFMDBImpl.initHBR(Unknown Source)
    at com.hyperion.planning.db.HspFMDBImpl.initializeDB(Unknown Source)
    at com.hyperion.planning.HspJSImpl.createDBs(Unknown Source)
    at com.hyperion.planning.HspJSImpl.<init>(Unknown Source)
    at com.hyperion.planning.HspJSHomeImpl.createHspJS(Unknown Source)
    at com.hyperion.planning.HspJSHomeImpl.getHspJSByApp(Unknown Source)
    at com.hyperion.planning.HyperionPlanningBean.Login(Unknown Source)
    at com.hyperion.planning.HyperionPlanningBean.Login(Unknown Source)
    at com.hyperion.planning.utils.HspFormDefUtil.main(Unknown Source)
    Caused by: Exception HBR Configuration has not been initialized. Make sure you have logged in sucessfully and there are no exceptions in the HBR log file.
    ClassName: java.lang.Exception
    at com.hyperion.hbr.common.ConfigurationManager.getServerConfigProps(Unknown Source)
    at com.hyperion.hbr.cache.CacheManager.<clinit>(Unknown Source)
    at java.lang.J9VMInternals.initializeImpl(Native Method)
    at java.lang.J9VMInternals.initialize(J9VMInternals.java:187)
    ... 11 more
    [May 6, 2009 6:25:15 PM]: Regeneration of Member Fields Complete
    [May 6, 2009 6:25:16 PM]: Thread main acquired connection com.hyperion.planning.olap.HspEssConnection@5f0e5f0e
    [May 6, 2009 6:25:16 PM]: Thread main releasing connection com.hyperion.planning.olap.HspEssConnection@5f0e5f0e
    [May 6, 2009 6:25:16 PM]: Thread main released connection com.hyperion.planning.olap.HspEssConnection@5f0e5f0e
    [May 6, 2009 6:25:16 PM]: Need to create an Object. pool size = 0 creatredObjs = 1
    java.lang.RuntimeException: Unable to aquire activity lease on activity 1 as the activity is currently leased by another server.
    at com.hyperion.planning.sql.actions.HspAquireActivityLeaseCustomAction.custom(Unknown Source)
    at com.hyperion.planning.sql.actions.HspAction.custom(Unknown Source)
    at com.hyperion.planning.sql.actions.HspActionSet.doActions(Unknown Source)
    at com.hyperion.planning.sql.actions.HspActionSet.doActions(Unknown Source)
    at com.hyperion.planning.HspJSImpl.aquireActivityLease(Unknown Source)
    at com.hyperion.planning.HspJSImpl.reaquireActivityLease(Unknown Source)
    at com.hyperion.planning.utils.HspTaskListAlertNotifier.reaquireTaskListActivityLease(Unknown Source)
    at com.hyperion.planning.utils.HspTaskListAlertNotifier.processTaskListAlerts(Unknown Source)
    at com.hyperion.planning.utils.HspTaskListAlertNotifier.run(Unknown Source)
    [May 6, 2009 6:25:16 PM]: Fetching roles list for user took time: Total: 42
    [May 6, 2009 6:25:16 PM]: Entering method saveUserIntoPlanning
    [May 6, 2009 6:25:16 PM]: User role is:0
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HP:0005,ou=HP,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:1,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:9,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:3,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:7,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:14,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:15,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:10,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:12,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:13,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:1,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:9,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:3,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:7,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:14,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:15,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:10,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:12,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Skipping unused HUB role: native://DN=cn=HUB:13,ou=HUB,ou=Roles,dc=css,dc=hyperion,dc=com?ROLE
    [May 6, 2009 6:25:16 PM]: Hub Roles for user is:991
    [May 6, 2009 6:25:16 PM]: Exiting method saveUserIntoPlanning
    [May 6, 2009 6:25:16 PM]: Saved the user admin to Planning
    [May 6, 2009 6:25:16 PM]: Entering method persistUserChanges()
    [May 6, 2009 6:25:16 PM]: Exiting method persistUserChanges()
    [May 6, 2009 6:25:16 PM]: Before calling getGroupsList for user from CSS
    [May 6, 2009 6:25:16 PM]: After getGroupsList call returned from CAS with groupsList [Ljava.lang.String;@705c705c
    [May 6, 2009 6:25:16 PM]: Fetching groups list for user took time: Total: 4
    [May 6, 2009 6:25:16 PM]: Entering method persistGroupChanges()
    [May 6, 2009 6:25:16 PM]: Exiting method persistGroupChanges()
    [May 6, 2009 6:25:16 PM]: User synchronization of 1 user elapsed time: 81, Users: 72, Groups: 9.
    [May 6, 2009 6:25:16 PM]: Didnt add child Forms, couldnt find parent 1
    Add/Update form under form folder - Corporate
    [May 6, 2009 6:25:21 PM]: Propegating external event[ FROM_ID: 7a7ebc1d Class: class com.hyperion.planning.sql.HspObject Object Type: -1 Primary Key: 1454699 ]
    [May 6, 2009 6:25:21 PM]: Propegating external event[ FROM_ID: 7a7ebc1d Class: class com.hyperion.planning.sql.HspPDFPrintOptions Object Type: -1 Primary Key: 1454699 ]
    [May 6, 2009 6:25:21 PM]: Propegating external event[ FROM_ID: 7a7ebc1d Class: class com.hyperion.planning.sql.HspForm Object Type: 7 Primary Key: 1454699 ]
    [May 6, 2009 6:25:21 PM]: Propegating external event[ FROM_ID: 7a7ebc1d Class: class com.hyperion.planning.sql.HspPDFPrintOptions Object Type: -1 Primary Key: 1454699 ]
    [May 6, 2009 6:25:21 PM]: Propegating external event[ FROM_ID: 7a7ebc1d Class: class com.hyperion.planning.sql.HspAnnotation Object Type: 14 Primary Key: 1454699 ]
    [May 6, 2009 6:25:21 PM]: Propegating external event[ FROM_ID: 7a7ebc1d Class: class com.hyperion.planning.sql.HspAccessControl Object Type: 15 Primary Key: 50001,1454699 ]
    [May 6, 2009 6:25:21 PM]: Propegating external event[ FROM_ID: 7a7ebc1d Class: class com.hyperion.planning.sql.HspFormDef Object Type: -1 Primary Key: 1454699 ]
    Form imported complete.
    [May 6, 2009 6:25:21 PM]: Could not get HBR connection.

    Hi,
    When I run the Formdefutil command, forms were imported successfully. But I got the following message.
    Could not get HBR connection.
    What does it mean?
    Thanks & Regards,
    Sravan Kumar.

  • Planning Data Form Lock

    Hi,
    I am wondering whether the Excel Lock & Send mechanism can be implemented in Hyperion Planning data form. I am using 9.3.1 of Hyperion Planning. This means that when one user is working (writing) on the data form with the specific page members, the other users can only read the data form (or get some sort of notification) for the same combination only.
    Of course, one possible solution is to use the custom javascript to do so (I am not so sure how difficult this can be,either). Anyone got any experience on that?
    Thank

    Like you said this would require custom java script. Additionally you would need a central location to store user states to be able to flip the read switch.
    Unless you are very good at javascript or someone provides you a custom script this is a non-trival exercise.
    Likely you would use the xmlphttprequest function, setup a custom web service and have it interact with a database to store user state.
    Implenting process, communication, and appropriate security is the manner to avoid people over-writing other values.
    Good Luck,
    John A. Booth
    http://www.metavero.com

  • How to add a mm-dd-yyyy date field type in a Planning Data Form

    Hi John,
    pls, I have one question regarding the possibility of adding a date field type for example 03-03-2009 in a cell of Planning Data Form application.
    for example, I created:
    - 2 members in Period dimension: StartProject and EndProject and I need to enter and track date for these fields;
    - one Account member called Project;
    - and a simple form with these collumns and row;
    Trying different settings for my members - seems that I cannot input date in the cell and rcvd errror: "you have entered invalid value".
    Pls, can you confirm me if it's possible to enter date type in a form?
    If yes, what is the specific setup for the Account and Period properties: Data storage, Time Balance, Data type, Account type etc
    many thanks,
    Robert

    Many thanks John!!! that's it!!!
    I had to change it in Data Type evaluation Order because I'm using EPMA and it's working now!!
    Thanks again!!!
    Rgds,
    Robert

  • How to show two different aliases in planning data form

    I have two alias members in the Alias dimension-Default,alias-1.
    Alias is associated with all the dimensions.
    For ENTITY dimension i have values for both the aliases.
    Now my requirement is to show Default alias member in one planning data form and alias-1 member in another data form.
    How can this be achieved ?

    If this is a consistant requirement, you could create another alias table and assign the aliases as a concatenation of the two aliases you need to see at the same time.
    IOW, export both tables, and in excel or a text editor, concatenate the two existing aliases for each member into one string, then import that list into yet another alias table.

  • 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/

  • Arrange members in hierarchical order in planning data form

    I am trying to hierarchically arrange the dimension members in row of a data form.
    Assume the following hierarchy
    Parent1
    --- Child 11
    --- Child 12
    Parent2
    --- Child 21
    --- Child 22
    When I place this dimension in the row of a Hyperion planning data form and select "honor hierarchy", the members are arranged in reverse order.
    --- Child 11
    --- Child 12
    Parent1
    --- Child 21
    --- Child 22
    Parent2
    How do i arrange them such that the parent appears above the child ?

    We had a similar issue with & in smarlist and patch .502 fixed it. However i put in your memeber "Cost per Minor Suite Turn (< 5K)" in the .502 environment and i saw the same issue: where "Cost per Minor Suite Turn (< 5K)" cuts off to Cost per Minor Suite Turn (
    and i tried just "Cost per Minor Suite Turn < 5K" and it provided this Cost per Minor Suite Turn.
    We also have a 11.1.2.4 environment i tried it in there and the same issue exsits.  And i guess the only work around is spelling it out because that is what they told us regarding the & in smarlists.

  • Selecting a member range on Planning Data Forms?

    Hi all,
    Can somebody confirm it is not possible to select a range as a member on a Planning Data form?
    Here is my situation:
    Description: On a planning form we would like to populate forecast months. Currently planners can input data to six months: Jul-Dec. In October, we will change it to Oct:Dec.
    Issue: For each data form, we need to manually add/remove members.
    Failed attempt: Created a SubVar and assigned the following range: &CurFstMo:Dec. Of course it failed :)
    Work around: I think the easiest solution is to display 12 monts and change the start and end date for Forecast scenario. I need to check with the planners if they'd be ok with displaying all 12 months other than just the input months.
    Can you think of another solution?
    Thanks,
    Mehmet

    Hi,
    Here's a solution that might be useful:
    Re: Rolling forecast
    Cheers,
    Alp

  • How can I fix the 1st column width (member) in Planning data forms

    Hi all,
    does anybody know a trick, how I can fix the first column width in planning data forms? I need a composite data form (Planning 9.3.1) and the problem is, that in the first form the member names are longer. So Planning sizes the column as it is needed to display the full member name. The member names of the second data form are shorter, so the data entry cells are not exactly among each other for both data forms and that looks terrible....
    Thanks and kind regards
    André

    There are 3 ways of setting the width in webforms:-
    1. There is a global setting for input box length which has a syntax of FormInputBoxLength=30.
    2. When you specify the format for each of the dimensions you can choose to select the width of either a column heading or a row heading. In the following example, each time you specified the dimension ‘Account’ a format would be applied to its header. The syntax for this would be something like… HeaderOptionAccount=Length:50,Style:font-size: 12pt;font-family: calibri
    3. Each column can have its own width specified. The syntax for this can be setting in each of the column’s code. For example C6=Blank,Style:Background-color:rgb(203,218,231);width:3 would just show a thick vertical line as the width is so small.
    You can not set widths in data grids through the normal settings. You can manually change the widths and save the grid though. This can be done in the xml directly. For example… <HDRWIDTH idx=”0″ width=”50″/>.
    Then load the amended xml file back into the system.

  • HBR sequence on data form does not execute when Planning data form is saved

    Has anyone experienced this issue before in Planning? Below I have included the scenario and what has been attempted to correct the situation.
    We are using Hyperion Planning/Essbase 9.3.1, sequence contains 3 business rules - 2 executed on the Workforce Cube and 1 transfers totals from Workforce Cube to Main cube. 2 of the BR's contain run-time prompts - 1st BR in the sequence (calculation in Workforce) and 3rd BR in the sequence (transfer of Workforce totals to Main). We are using Projects to assign access priviledges to the BR's and sequences. All 3 business rules, as well as the sequence itself, validate successfully in the admin services console.
    In Planning the data form contains BR Properties to "Save on Exit", "Use members on data form" and "Hide prompt". Have tried removing BR from data form, then put BR back on data form. Also tried building a new sequence in EAS console and attaching that BR to the existing data form. Neither of these attempts were successful. Tried building an entirely new data form with the newly created sequence, still unsuccessful. Was able to execute the sequence successfully when processed from the Tools -> Business Rules menu. Sequence was once again successful when I tried modifying the data form to remove property "Hide prompt". Problem with leaving the form in that state is, our users would not know which Planning server they were on as they access the Planning application through Workspace and we currently have 2 application servers in this environment - so essentially they have a 50/50 chance of selecting the correct server.
    We have this same setup in another environment where the execution of the sequence on the data form works successfully. We have compared everything that I can think of and it all appears the same in both environments - in fact this used to be successful in this environment, but all of a sudden stopped working earlier this year - we have not applied any patches or upgrades to either environment. Do not know if this is relevant or not, but we do currently utilize Netscaler in both of these environments.
    Any experiences with this type of situation or suggestions at this point would be greatly appreciated.

    I don't have a solution for you but more steps to solve the problem
    You are ultimately on the right track in some ways but break it down into it's components.
    The problem could like in the business rule, the form connection, the variables, even the order of operations could all be in play.
    So I would strip this baby down to its bare bones then build it back up.
    1) Run the business rule. Each one separately and only after the previous ones is complete without variables and without touching the form
    Is it successful: go to 2
    If it isn't successful: trouble shoot the calc and or try running in EAS natively to see if that gives you ideas
    2) Run the calc outside the form but with variables included. Did it prompt you correctly.
    Is it successful: go to 3
    If it isn't. What is wrong with the variable
    3) Now attach it to the form but don't hide the prompts
    Still good go to 4
    4) hide the prompts and run on save
    And if it fails on step four then it's not picking up the right variables in the prompt. And you need to look at why it wouldn't grab the right item.
    This will isolate your problem for you and give you steps to fix it. Ultimately 99% of the time something did change in the structure for example that is impacting the calc. And when you isolate the problem this will reveal itself quite quickly.

  • Get cell value in Planning Data form and using it in a business rule

    Hi Everybody,
    if i set the data type of an Account Member as text, is there a way to get the value inserted by the user in a dataform, turning it as dimensional member and using it in a business rule?
    So, if the user insert the value "USA" in a cell, can i use any functions to tell essbase that "USA" is a dimensional member and then using it in a business rule, for example in a cross-dimension like Period1->FY12->USA?
    I tried to use the function @Member and it doesn't work, but i'm wondering if there is a way that can let me get the value inserted and use it just like a dimensional member. What are the ways that can let user input value that can be used in a business rule? I think one is by using SmartList, is there any other ways? Maybe using variables?? As an alternative i tried to use Prompt Variable but there are too many members on which the rule must run.
    Please help me, i wanna know if i can or not let the user input the member on which the rule must run...
    Thank all guys
    Bye
    Maurizio

    Thanks EW for your answer,
    YesI could use SmartList even if i think it's very tough to handle. My experience on using SmartList in caclc script is not so good. I try to enter in details of my requirement:
    I have 500 account members.
    For each one, I have to calculate the monthly budget by sharing the amount among the months. The user wants to calculate it on the basis of the actual flow(over the months) of an unspecified account of the prior year. The unspecified account must be inserted in a data form.
    So, i could use a Smart List but it colud be of 500 elements and then i should make a rule with as many IF as how many are the accounts. Or im wrong? The only way to use smart list dynamically in a business rule is by referring its values in a IF condition. Or i'm wrong.
    I tried to use execution variable ma it seems don't work. In this case the user must pay attention to write the account correctly, otherwise as you say the rule doesn't work.
    The value in PD0A020 is "PD0A000" (that is a dimensional member). The value in PD0A000 is "hello". In PD0A040 the rule returns "PD0A000" and not "hello" as i would. The function @Member appears to be not able to catch the dimensional member by the value in PD0A000.
    {Example}="test"->"Input"->"Scenario_test"->"FY12"->"PD0A020";
    Fix("test1","Input","Scenario_test","FY12")
    "PD0A040"=@Member({Example});
    endfix
    So, my doubt is: is it possible for Essbase/Planning to use the value inserted in a data form and to turn it in a dimensional member? What are the practicable ways to let the user input/choose the member on which makes the rule run?
    Thank you Ew, thank you guys
    Maurizio

  • Hyperion planning data form in smartview: problem with summary time period

    We are using Planning ver. 11.1.2.2.300.20 and smartview 11.1.2.2.300 (build 070)
    We use common Data Form:
    In columns: Periods (Descendants including YearTotal - with no checkbox on start expanded)
    In Rows :accounts
    In some of our users computers,
    When they open Data Form in Excel (with Smart View) - its appears very strange:
    Summary Accounts are displayed as level 0 account in the summary Period columns (i.e. not in grey) and permit entering data.
    In addition when Entering data in summary time period (i.e. Year or Quarter),
    strangely,  the data doesn't  spread to the descendants months (level 0) .
    This phenomenon occurs just in few of the computers.
    Please help, how can we overcome this problem?
    Thanks and Regards
    Tami Kedem

    Hi Celvin,
    Thanks for your rapid response!
    All computers have the same version of planning and smartview.
    The computers where the Periods spreading and aggregation properties in Data form are not working,
    do work wonderfully when opening the Data forms in the web.
    I've tried everything, (remove suppressing, validations etc.):
    In all kind of data forms the spreading and aggregation properties on summary time periods are not working in smartview -
    and summary accounts on rows are not displayed in grey and permit entering data.
    We remove and reinstall MS-Office (2007) from the problematic computers, but it didn't help.
    Do you know if there is any kind of settings or softwares that might cause this phenomenon
    i.e. interrupts the smartview translation of the web Data Forms.
    Thank and best regards,
    Tami Kedem

  • 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/

  • Hyperion Planning Data form alias issue

    Hi,
    I am using Hyperion Planning version 11.1.2.2. I created data form and after member selection is over I selected alias in dimension properties. But when I am opened the data form I see member names but not alias. I want to see alias name in the data form instead of member name. Please give me solution to this?

    Hi
    In the later releases you now as a user override the data form setting with your own personal user preferences.
    Navigate to FIle->User Preferences and then Planning. In there within the display properties you will see an area for Alias settings. There is an option for member name/alias display. Make your selection there.
    Thanks
    Anthony

  • Hyperion Planning Data forms - conditionally/dynamically populate rows

    I am building a budgeting data form which I am trying to invoke some dynamic capabilities so that it is either not one giant for, or one that users have to load to multiple pages through a drop-down, which they will essentially see as too cumbersome and not accept it as a good solution.
    The basic relationship is one entity owns multiple cost centers. I am trying to find way that a user can select their entity in the header row drop-down, and from that have the data form only pull in their relevant cost centers into the rows, then repeat the set of accounts we have defined for each group.
    Essentially i want it to provide something such as below (the spacing is not being recognized, but the accounts should all be justified into a row). The set of entities are pre-defined. No problem. As are the set of accounts. The issue is getting it to vary which cost centers are on the page to load to. There are thousands of cost center in the system, so again I can't list them all. Also there are hundreds of entities so I can't have a different form for each. Way too much maintenance. I have a few ideas on how to link the relationship between the entity and cost centers. Probably an attribute on each cost center to tell it which entity owns it. Or worst case an alternate rollup in the Cost center dimension, grouping them together under a CC-Entity parent. Problem again is how do I use this in the form? Open to any suggestions at all. Thanks
    Mark
    Sample
    Entity (user selected)
    Cost Center 1 Account 1
    Account 2
    Account 3
    Cost Center 2 Account 1
    Account 2
    Account 3
    Cost Center 3 Account 1
    Account 2
    Account 3

    If you have data tied for the cost centers of entities 'supression' options should only bring the related cost centers.
    You can put all entities and accounts in a single form , member level access will only let the users see what they have access to...
    There may be other solutions from experts here..
    Thanks

Maybe you are looking for