Business Intelligence using Hyperion

Create Essbase Admin ID

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Created on Thursday, 10 October 2013 02:53

Last Updated on Thursday, 10 October 2013 03:36

Written by Howard Johnson

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Hyperion Planning Workflow

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Created on Tuesday, 23 October 2012 17:48

Last Updated on Wednesday, 17 April 2013 17:09

Written by Howard Johnson

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If you are on Hyperion Planning 11.1.2.2x you'll have access to bottoms up workflow.

A good document to get up to speed on workflow is:

Oracle document ID 126783.1

In reference to "bottoms up" workflow whereby you can predefine the path for the promotion, so users don't have to select who the next approver will be,  I take issue with a statement on page 28 of this document.  Under "Take Ownership" it states:  "Bypasses the current owner and lets you enter or edit data outside of the defined promotional path.  Take Ownership is available only to users above the current planning unit owner in the planning unit hierarchy."

In reality, with bottoms up, only the level 0 owner (user not group) can ever write to the planning unit.  This means that the take ownership does not allow editing of data, only comments.

The only exception is if the owner delegates the budget for that planning unit to another user that has access to the planning unit.

Another exception to allow others than the owner to write to the bottom level budget is to stop the planning unit.  This will allow anyone with Planning security to write to the planning unit.  This will also unfortunately delete any comments entered by the users.

Working in a locked down environment

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Created on Thursday, 10 November 2011 19:52

Last Updated on Wednesday, 17 April 2013 17:09

Written by Howard Johnson

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When you are supposed to administer / develop Hyperion Essbase and you can't get to the server a few challenges are created.

 -creating and getting to an export of the database is a little tricky.  If you want to get the export off the sever it's next to impossible.  If you run a report script you can actually have the output goto your pc.  The drawback is that report scrips are close to the most inefficient process to run in Essbase

-replicated partitions: faster than report scripts but you have to deal with partitioning, a replicated partition will allow you to send data from one Essbase database to another while not having any direct access to the server be it Linux, Unix, or Windows.

-creating an export to use to import to another Essbase database: By default, Essbase will export data to the App folder on the Essbase server.  Unfortunately, Essbase does not allow you to get to the essbase\App folder.  There is a trick where you can export data to the database folder which you can access for importing.  If in the export window (or in esscmd or maxl) you select something along the lines of  data_file './sample/basic/basic_lev0.txt'; you will be able to import this into any database on this or other Essbase servers in your environment.

hj

Essbase Excel Tips Miscellaneous

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Created on Thursday, 05 May 2011 17:09

Last Updated on Wednesday, 17 April 2013 17:09

Written by Howard Johnson

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Goal: attempting to find the level 0 members with the greatest number of generations. 

Steps:in excel, native addin, performed zoom in bottom level, indention turned on for sub items.  Then the formula:

=find(left(trim(a3)),a3)-1 will return the number of spaces preceeding the member label.  The largest number indicates the member that has the greatest number of generations above it.  It looks like for each indention, Essbase places 5 spaces.

I wanted to get this quick and not have to crack open the api.  Smartview has some interesting query abilities with basic VBA from inside excel but I couldn't find anything that returned a level or generation number.

hj