XRef Issue

Question

Hi ,
We are facing an issue with XRef inour Planning Application. We have three PlanTypes and trying to get data from One PlanType to Other Plan Type.
The issue which we are facing with XRef is as follows:
The following are dimensions in Source Plan Type(Workforce):
Account,Scenario,Version,Year,Period,Employee,Currency,Entity,State/Province,LegalEntity
The following are dimensions in Target Plan Type(BasicExpense):
Account,Scenario,Version,Year,Period,Currency,Entity,LegalEntity,Project,Product,Channel,Ledger
Scenario 1:
We are getting data in Target Plan Type (Basic Expense) when we input data in Source Plan Type (Workforce) as shown below:
Input Data at Source Plan Type (Workforce) is as follows:
Account Scenario Version Year Period Employee Currency Enity State/Province LegalEntity
HA_8000001 QF1 Version1 FY11 Jan Employee Local 10011 State/Province CA100 200$
Output Data at Target Plan Type (BasicExpense) is as follows:
Account Scenario Version Year Period Currency Entity LegalEntity Project Product Channel Ledger
HA_8000001 QF1 Version1 FY11 Jan Local 10011 CA100 0000 HP_000000 HC_00000 IFRS Planning Ledger 200$
Scenario 2:
We are not getting data in Target Plan Type (Basic Expense) when we input data in Source Plan Type (Workforce) as shown below:
Input Data at Source Plan Type (Workforce) is as follows:
Account Scenario Version Year Period Employee Currency Enity State/Province LegalEntity
HA_8000001 QF1 Version1 FY11 Jan 12664 Local 10011 State/Province CA100 200$
Output Data at Target Plan Type (BasicExpense) is as follows:
Account Scenario Version Year Period Currency Entity LegalEntity Project Product Channel Ledger
HA_8000001 QF1 Version1 FY11 Jan Local 10011 CA100 0000 HP_000000 HC_00000 IFRS Planning Ledger <NoData>
Can anyone suggest us how to overcome this problem.
The version which we are using Hyperion Planning is as follows:
Hyperion Planning : 11.1.1.3
Planning Application Type : Classic
Thanks,
Suresh.

Answer 1

One of the drawbacks of using xref is that it requires the block you are copying data to to exist. If you turn on the createblockoneq in the calc script, it will solve your problem if it is indeed a block creation issue. However, this dramatically slows down the calculation.
In the past, I have normally exported the data from one plan type and imported to the target plan type to speed up the process. If these are xref function created by planning, you can tell planning to NOT create them with UDAs. If you are using a newer version of Essbase/Planning, you can explore the XWRITE function. This does the same thing, but you won't have the block creation issue because you are fixing on the source, and SENDING data to the target. XREF fixes on the target and PULLS data from the source.
There is an article explaining this in more detail at http://in2hyperion.com/post/2012/05/02/XWRITE_XREF.aspx.
Kyle Goodfriend
http://www.in2hyperion.com
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