PBCS & On-Premises
The 5-day Planning Bootcamp course is designed for students using either Oracle Planning & Budgeting Cloud Service (PBCS) or On-Premises Oracle Hyperion Planning. We will focus on one or the other for your private class. PBCS and Hyperion Planning On-Premises have the same basic tools and functionality with a few key differences we outline throughout the class.
This course takes students through the step-by-step process of developing and implementing a Planning application. We start with a Planning End-user perspective on the first day. After providing an overview of Planning/PBCS, we jump into the Simplified Interface and Smart View to show how to enter data into the system. We show the various data input types, how to adjust/spread data, how to add supporting detail, cell notes, menus, task lists and more. Next we delve into all the features and tricks for extending the power of Smart View into Planning ad hoc reporting. We get into all the essential ad hoc operations of Smart View including connecting, refreshing, zooming in/out of the hierarchy, pivoting reports, and keep/remove only. We will also look at creating multiple range retrievals, using member selection, and managing the POV dimensions. We also cover other areas of Smart View including the options settings, cascade, query designer, and smart slices.
The second day focuses on creating all the objects users will interface with: basic and composite forms, task lists, smart lists, workflow, text and date data types, menus, and more.
We then shift to building out the plan type hierarchies on the third day. First we focus on the default Planning dimensions and how to customize them. Along the way, we cover member properties, adding basic formulas to members such as variances, currency conversion solutions, Attribute dimensions, shared alternate rollups, UDAs, interfacing with multiple plan types, custom dimensions and everything relating to metadata. For large dimensions, we show you how to build dimensions with massive uploads from excel files. We finish up by reviewing a basic data load using the natural format and an introduction to using FDMEE (data management).
The fourth day focuses on 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 fifth 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.
Create Planning applications, build out dimensions, load data, set up and maintain security, create data forms, business rules and calculations, manage the workflow process and analyze planning results.
- Overview of Planning
- End-User Perspective – Simplified Interface, Smart View, Task Lists, Custom Menus, Workflow, Data management
- Overview of Financial Reporting – launching pre-built reports
- Building Forms
- Building Task Lists, Menu items and non-numeric data
- Workflow management
- Application Design
- Building hierarchies
- Loading data
- Data management – copying versions and scenarios
- Architecture of BSO
- ASO Plan Types
- Business Rules – Basics
- Security and Administration
- Business Rules – Advanced
- EPMA (On-Premises Students Only)