PBCS & On-Premises
The 2-day Advanced Planning course is designed for students using either Oracle Planning & Budgeting Cloud Service (PBCS) or On-Premises Oracle Hyperion Planning. This course is offered as part of the 5-day Planning Bootcamp (it’s the last two days), or conducted as a stand-alone 2-day class.
The course begins with the architecture behind Planning/PBCS for both Block Storage Option (BSO) and Aggregate Storage Option (ASO). We cover basic aggregations in both types of databases and write a basic aggregation business rules using Calculation Manger. We show you how to create run-time prompts for users and how to attach rules to forms. The last part of the day will focus on administration topics: security and how to set up access for users to the system, backup/recovery options, and basic automation.
The second day focuses on advanced calculations for BSO databases. We build out a variety of business rules to solve common Planning requirements such as: narrowing the scope of the business rules through Fix statements and cross-dimensional operators; currency conversion solutions; create reporting statistical accounts; writing allocations.
Understand the architecture of BSO and ASO plan types, security, lifecycle management, backup and recovery and automation options, and create basic and advanced business rules in Calculation Manager.
- Architecture of BSO
- ASO Plan Types
- Business Rules – Basics
- Security and Administration
- Business Rules – Advanced