Skip to main content

Offline Planning and Budgeting in Hyperion

Smart View is a tool that allows you to pull Hyperion Planning data web forms into Excel. Once a form is in Excel, you can essentially perform all the same functions that you can in Planning web. With Smart View, you can input data and save it to Essbase, use the adjust data feature, enter supporting detail and cell text, and run business rules and calc scripts. You even have the same look and feel as a web form with expandable parent members, page drop-down boxes, green read-only cells, and yellow updated cells.

 Offline Planning is a Smart View tool that allows you to take your Planning forms offline and enter data, run business rules, calc scripts and it has the same look and feel as the normal forms on Smart View with the only exception that to work on these forms you need not be connected to the server.

Steps summarized to take Planning forms Offline:


The process for taking a Planning data form offline in version 11 is fairly simple:
•The application has to first be enabled for offline usage.
•Set this by going to Administration -> Manage Properties -> Application Properties and setting ENABLE_FOR_OFFLINE to true. This is the default setting.
•Next, you need to enable individual data forms for offline usage.
•Edit a form, go to the Other Options tab, and click the Enable Offline Usage box.
•Open the data form(s) in Smart View and click Take Offline. You can choose to take a single form, multiple forms, or an entire form folder and its contents offline.
•Select the page dimension members to store offline. You can either choose to take all page members or just a subset.
•Provide a connection name and click Finish.

Once all the components complete their download, you can work in your subset of the application to your heart’s content, all while being disconnected from the network. You can essentially perform the same operations as if you were still connected, with the following exceptions:
•When you save information, you are saving it to your local machine.
•When you log into the application in Smart View, you no longer log in through the Common Provider. You now go to Independent Provider Connections and open your offline connection there.
•Currency conversion is not supported for offline usage.

This offline connection can be accessed as many times as you’d like, continually opening, saving, and closing it until it’s synchronized back to the server.
Take the following steps to push any updates in your offline connection back up to the network server:
  1. Open the offline connection.
  2. Click Sync Back To Server.
  3. Log into the application on the server.
  4. Select which forms, folders, and page members to sync back.


Thanks!!


Popular posts from this blog

Planning Admin Extension

Planning 11.1.2.3 – Smart View metadata management One of the new features in planning 11.1.2.3 is the ability to manage dimensional metadata through Smart View  • The new Hyperion Planning Admin Extension for Smart View allows Oracle Hyperion Planning administrator users to import and work with metadata in Smart View. • With this extension, Planning administrators can use Oracle Hyperion Smart View for Office applications to perform these tasks: 1. Add, edit and import existing Oracle Hyperion Planning dimensions and members, including moving members and designating members as shared in Smart View 2. Create and refresh cubes • The extension can be downloaded from the Tools menu in workspace. • This will download a file called “ PlanningSVExtension.msi ” which is 1.4mb in size and can be easily installed by running the msi . Once you Install Planning Admin Extension A Smart View Set up Wizard opens up for the extension installation. Click on Next :
Home

Shared Connection and Private Connection

You connect to data sources through shared or private connections. Shared Connections •Shared connections are stored in a central location and are available to multiple users through the Smart View Panel. You cannot add, edit, or rename shared connections, but you can save them as private connections, which you can edit and rename. Private Connections •Private connections are those that you create by saving a shared connection to your local computer or by entering a URL to a provider that is not configured for shared connections. When you create a private connection, it becomes the active connection. Shared Connections : 1. From the Smart View ribbon, click  Panel . 2. From Smart View Home or from the menu displayed when you click the arrow next to Home button, do one of the following: • Click a connection name under  Recently U sed . You can click    to pin items to this list. • Select  Shared Connections  to open the Shared Connections panel, where you s
Home

Import Security : Planning

There will be a huge number of requests to grant or remove security access for users. For one or two changes, it is simple task, click on member and then assign access and grant permission. It becomes tiresome when we need to make changes for large number of members. It involves considerable amount of time. Automating the security changes saves considerable amount of time. The ImportSecurity utility in planning loads access permissions for users or groups from a text file into Planning. Importing access permissions using Import security utility overwrites existing access assignments only for imported members, users, or groups. All other existing access permissions remain intact. The SL_CLEARALL parameter clears all existing access permissions. ImportSecurity utility is located at /Hyperion/Oracle/Middleware/user_projects/epmsystem1/Planning/planning1 on Planning server as shown in the following picture: Steps for importing access permissions: STEP1 :Create a text
Home