Planning Bootcamp – PBCS & On-Premises
The 5-day Planning Bootcamp course is designed for students using either On-Premises Oracle Hyperion Planning or Oracle Planning & Budgeting Cloud Service (PBCS). We often have a mix of both in our public classes. PBCS and Hyperion Planning on-premises have the same basic tools and functionality with a few key differences we outline throughout the class. Students are hands-on all week with the on-premises version and we have a discussion and a section in the manual outlining the differences and bridging the gap between the two. In the end, both types of students leave with the skills they need.
This course takes students through the step-by-step process of developing and implementing a Hyperion Planning application. We start with a general overview of Essbase and Planning terms and the architecture of all the Planning components, and how they are commonly used. The first two days of the course are centered on building a foundation of knowledge on Essbase, the underlying technology of Planning. We go through multi-dimensional modeling, using load rules to load data, architecture of Block Storage cubes, calculation fundamentals for consolidations, and using Smart View ad hoc to build reports.
Once the foundation in Essbase has been established, we walk through all the steps to create a planning application, how to modify existing dimensions and build out the hierarchies using the Planning web client. We then show how to build out dimensions using Classic Planning and by using EPMa. We cover the mechanics and strategies for automating the build process such as interface tables. We finish up by reviewing data loads using Load Rules to load the Planning database and give an overview of FDMEE.
Next, the course focuses on tasks end-users must perform during the planning cycle. Students create and modify forms, enter data, learn the options for spreading data, use supporting detail and add cell notes. We build out task lists and business rules using Calculation Manager. We review how to use the forms in the Smart View client and finish up the end-user perspective by going through Workflow Management and the process of submitting a plan for review. We then cover Security and other administration topics such as automation and deployment using LifeCycle Management. We also summarize the differences between PBCS and On-Premises Planning applications.
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 Essbase
- Application Design Overview
- Smart View for Essbase
- Load Rules for Loading Data
- Overview of FDMEE
- Essbase Administration Services (EAS)
- Architecture of Block Storage
- Calculation Fundamentals
- Overview of Planning
- Creating & Setting Up a Planning Application
- Building Forms and Business Rules
- Smart View for Planning
- Work Flow Management
- PBCS – what’s different for PBCS customers
- EPMA – Enterprise Performance Management Architect
- Security and Administration