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 :

Select the location where you want your Planning extension to save to and click Next :

Once installed if the Extensions tab is accessed through the Smart View options you will see a Hyperion Planning Admin extension has been installed and enabled.

To get running with the Planning Administration connect to planning using a Shared or Private connection in Smart View.

Click on Panel on the Smart View Menu items and select Shared Connections or Private Connections

The key highlights are:

•Import existing, add, and edit dimensions and members.

•Move members within a hierarchy.

•Designate members as shared.

•Create and refresh cubes.

After selecting Edit dimension an ad hoc grid will be retrieved at the root dimension level with the following functions available in the ribbon. So now you can Edit Dimension and Zoomin to go the level of Member you want to edit.

Here I am working on a BSO application where I will be making edits on my Accounts Dimension

Changing Member Property

Change Property of the Member you want selecting from the Dropdown Menu and just “Submit Data”. The Member automatically updates the properties in Planning as well.

If I try and make a Non Expense Account as Expense the Validation is also included.

Moving a Member

A member E00002 exists under Total Expenses, we will try and move it under Margin.Change the Parent Member as Margin in Front of E00002 and Account in front of Total Expenses and then Submit Data. Click on Refresh. 

There are two different modes for adding new members in the Smart View grid:

Dimension Editor Mode
Submit without Refresh Mode


The Dimension Editor Mode (this is the default method) requires a Refresh is performed each time new members are added to a dimension but this method offers faster performance than the Submit without Refresh mode.

If the Dimension Editor Mode is used, new members are marked with an asterisk (*) in the grid after you perform the Refresh. The Submit without Refresh Mode does not require a Refresh but is generally slower in performance and does not mark new members.

The process to add a member using the “Dimension Editor Mode” method is:
Add the new member to be added and edit the fields of Parent, Data Storage accordingly then Submit Data. 

Add in Application Property settings :

“SMART_VIEW_DIMENSION_EDITOR_NEW_MEMBER_SUFFIX” and set it to ?

After adding this property the new suufix will appear while adding a new member.

Shared Member

Add new members “P1” and “P2” as a child of certain Parent.

Change the Parent Member's Data Storage Property as Shared and Submit Data.

Change the Parent Member and Data Storage Property which you want to make as Shared and Submit Data.

The facility also provides you validation errors on putting shared members under wrong parent.

Member Formula

You can also add member formula through this extension. But you might just need to Refresh the Database after adding the formula to verify its correctness since there is no verification process involved as such.

Refresh Cube
Another nice feature is the ability to perform a planning refresh/create from Smart View.

Thanks!!