Export Substitution Variables, The PBCS Edition I

These days, I find myself working with on-premises applications quite a bit. So, once in a while, it is refreshing to look at what Planning’s cloud counterpart can do. One of my absolute favorite features that Oracle has rolled out over the last few years is the advent of the REST APIs. I thought I’d……

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Part 1: Essbase and Hyperion Planning Outside-the-box

Welcome to Part 1 of a multi-part series detailing the creation of some out-of-the-ordinary processes leveraging Hyperion Planning command-line utilities, new (and old) Essbase CDFs and Hyperion Planning back-end repository tables. In this series, we will look at a requirement that arose at a recent client requiring the ability to update security within a Planning……

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Reduce size of Runtime Prompts in Hyperion Planning applications

Hyperion planning users sometimes, when running a business rule that require some kind of selection through a runtime prompts window will complain that the OK and Cancel button are not displayed on their screen, as seen below. The runtime prompt window is too big for their screen resolution, so those buttons don’t show up and users……

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Planning PasswordEncryption utility

It’s been a few months since my last post. In this post, I will detail the step (in Windows and Unix) to encrypt a password (using the PasswordEncryption utility) in order to use it with planning utilities, like for example the outline utility. This post will be the first one of a series that will end on with loading……

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Copy Planning Security to Essbase II

As we’ve seen in the last post, we have a list of users and their filter names as they exist in Planning. Continuing on, let’s take a look at what the documentation tells us about filters. It’s not evident at first glance, the importance of the section, “as FILTER-NAME”. If you dig one step deeper,……

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Copy Planning Security to Essbase I

Today, I thought we’d look at a little proof of concept, in this part 1 of a 2-part series of posts. One of my co-authors and I were trying to figure out how to replicate security from a Planning application to an Essbase cube. Imagine the scenario, where we might have a planning application, for inputs……

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Changing the Plan Type for Hyperion Planning Webforms

You may find yourself needing to change the plan type that a Hyperion Planning webform references and wondering “How do I do that?”. Hyperion Planning will not allow a change to the plan type for an existing webform from the Planning web interface. The following steps will demonstrate how to do it leveraging the Hyperion Life……

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Hyperion Planning Security – Import, Export Utilities and More

Today, I’d like to review how we can quickly and easily setup Security in a Planning application using the Import & Export Utilities, as well as a custom Excel VBA template. Before anything else, I should probably explain or remind some basics about Planning security. Why do we need to setup security and how is security……

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Download, install and configure Smart View

Here is an easy one. So you were told you have to start using Smart View: instead of using the old Essbase Excel add-in or because your company chose to use Essbase, Planning, HFM… for all their EPM needs. Either way, you’ll have to download, install and configure Smart View. You can download Smartview directly from the Oracle……

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Hyperion Planning Dimension Updates

Starting with version 11.1.2.3, Hyperion Planning rolled out some cool new functionality for dimension (and data) updates to your planning applications. The idea is to make it really easy to update your dimensions without using ODI, the Outline Load Utility, the Planning Admin Extension for Smart View or manually. We’ll look at the Planning extension……

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Real World Case Example for ODI Yellow Interface (w/ Dynamic Source and Target)

Until recently, I never encountered a situation where I needed a “yellow interface” in ODI (Oracle Data Integrator). Typical ODI interfaces leverage models that are manually created and point to static objects such as tables or files. On a recent project, I took to ODI to create an automation process that would be used to……

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