Creating Planning Applications in Oracle Hyperion Planning, Fusion Edition 11.2.2

In my previous blogs, I covered installation & configuration of EPM 11.2.2. You can find it here.

In this tutorial, I will show you how to create Planning applications using the Planning Administration wizard in EPM 11.2.2.

Before starting, you should:

1. Have administrator access to Oracle Hyperion Planning 11.2.2.

2. Have access to relational database (in my case - Oracle) used to create a Planning data source.

3. Have administrator access to Administration Services Console.

4. Have defined an Essbase Server view in Administration Services Console.

Each Planning application requires a Planning repository. Hence you need to create a data source first.

To create a Planning data source:

1. Log on to Workspace.

2. Select Navigate, then Administer, then Planning Administration.

3. In the left pane, click Manage Data Source.

4. Click on the green plus icon.

5. You will get the below screen. fill it accordingly. Let's fill the Application Database part first.

• Select a database platform. In this example, Oracle is selected.
• Enter the server that hosts your database.
• Enter the database port number. The default port for the Oracle database is 1521.
• Enter the Oracle service name or system identifier (SID).
• Enter the user associated with the database schema.
• Enter the schema password.
• Enter the Connection URL as 'jdbc:oracle:thin:@ServeHostName:port/ServiceName'.

Click on Validate.

You should get the below confirmation:

Now, let's fill the Essbase Server part.

Enter the connection information to your Essbase Server, and click on Validate.

You should get the below confirmation:

6. Save the data source information.

The data source is created.

Now let's create the Planning application.

1. In the left pane, click on Manage Applications.

2. Click on the green plus icon.

3. Fill the fields as mentioned below: 

• Select a datasource. In this example, I used the data source that we just created.
• Enter the name of the application. It must be different than an existing Essbase application.
• Enter an application description. 
• Select an application type. In this example, General is selected.
• Select a Shared Services Project (application group). In this example, the POC application will be grouped under the Planning application group.
• For Calculation Module, I chose Calculation Manager.

4. Select the base time period, first fiscal year, number of fiscal years, fiscal year first month and weekly distribution.

5. Select the default application currency. If the application supports multiple currencies, select Yes.

6. I selected Plan Type 1 and Plan Type 2, and cleared all other plan type selections. Note: The name and number of plan types depend on your business requirements.

7. Review your selections and click Create to create the application.

8. Application creation is in progress.

9. You will get a confirmation once the application is created successfully.

In Workspace, select Navigate, then Applications, and then Refresh.

Now I can see the POC application that I just created.

When you create an application, select Create Database to update the Planning multidimensional databases that store application data.

Select Administration, then Application, and then Create Database.

I will go with creating Database and Security Filters. 

• Database: Creates or refreshes a Planning database for the application.
• Update custom-defined functions: Updates Planning custom-defined functions for the application when creating or refreshing the application database.
• Security Filters: Generates security filters for use by third-party applications. To generate security filters for all users in the application, select Security Filters, but do not select Validate Limit.
• Shared Members: Evaluates access permissions that are set for all instances of the member (base and shared) and applies the least restrictive access permission to them all. For example, if a shared member's parent has Write access assigned to all its children, and another shared member under another parent has Read access assigned to all its children, the base member and all its shared members are given Write access.
• Validate Limit: Identifies security filters that exceed the Essbase security filter limit of 64 KB per row. This option validates filter size to ensure it does not exceed the size limit before building Essbase security filters.

Click on Create.

Click on Create.

Wait for the refresh to complete.

Now if you open EAS, you will see the POC application.

The application is now created.

💀 Please Note: Creating and Refreshing database are the last two steps of Planning application creation. So, once the Planning application is created, you don't need to create & refresh database (unless of course you're making any changes). The application will be automatically created in Essbase.

However, if you're creating a Planning application from LCM import, then once the Planning application is created, you will need to explicitly run the 'Create Database' in order to create the application In Essbase. After that you will need to re-login to EAS console to see the new application.