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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!!


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