Oracle Hyperion Public Sector Planning and Budget椊渀最刀攀瀀 …otndnld.oracle.co.jp/document/products/epm/111200/E... · 2010-11-29 · 1 In Oracle Hyperion Planning, Fusion

O R A C L E ® H Y P E R I O N P U B L I C S E C T O RP L A N N I N G A N D B U D G E T I N G , F U S I O N E D I T I O N

R E L E A S E 1 1 . 1 . 2

M A P P I N G R E P O R T I N GA P P L I C A T I O N S A D D E N D U M

CONTENTS IN BRIEF

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Creating the Reporting Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Setting Up the Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Mapping the Salary Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Mapping for Headcount and FTE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Allocating Expenses to General Ledger Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Pushing Data to Reporting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

OverviewThis Addendum guides you to mapping your compensation expenses and information from aOracle Hyperion Public Sector Planning and Budgeting, Fusion Edition, application to areporting application, so you can aggregate and report on the complete data. Pushing data fromPublic Sector Planning and Budgeting applications to a reporting application enables thefollowing capabilities:

l Easy reporting on comprehensive Public Sector Planning and Budgeting data in thereporting application

l Aggregations and queries on Smart Lists, which are converted to regular dimensions in thereporting application

l Linking Public Sector Planning and Budgeting data to multiple reporting applications forvarious consolidations

For more information on mapping reporting applications, see the Oracle Hyperion PlanningAdministrator's Guide.

Summary of the steps:

l “Creating the Reporting Application” on page 2

l “Setting Up the Applications” on page 3

l “Mapping the Salary Dimensions” on page 3

l “Mapping for Headcount and FTE” on page 6

l “Allocating Expenses to General Ledger Accounts” on page 9

l “Pushing Data to Reporting Applications” on page 10

Creating the Reporting ApplicationIn Oracle Essbase, create a reporting application with these characteristics:

l It is an aggregate storage type (not block storage type).

l Create dimensions in it that correspond to each Public Sector Planning and Budgetingdimension: the seeded dimensions and the user-defined General Ledger line itemdimensions. For examples of dimension names in the reporting dimension, see “Mappingthe Salary Dimensions” on page 3 and “Mapping for Headcount and FTE” on page6.

For instructions on creating line item dimensions in Public Sector Planning and Budgetingapplications, see chapter “Preparing Line Item Budgets” in the Oracle Hyperion Public SectorPlanning and Budgeting User's Guide.

l Into the reporting application dimensions, load members that map to the Public SectorPlanning and Budgeting members on which you want to report or aggregate. You can loadmembers in multiple ways; for example, use Oracle Hyperion Financial Data QualityManagement ERP Integration Adapter for Oracle Applications.

2 Mapping Reporting Applications Addendum

See the Oracle Essbase Database Administrator's Guide.

Next, perform the steps in “Setting Up the Applications” on page 3.

Setting Up the ApplicationsYou set up two application mappings; each mapping contains different intersections.

ä To set up the mappings:

1 In Oracle Hyperion Planning, Fusion Edition, select Administration, and then Map ReportingApplications.

2 To create a new mapping, click New.

3 Under Details, enter a name and description.

For example, name the first application mapping “Salary” and the second applicationmapping “FTE and Headcount.”

4 Under Source Application, for Plan Type, select HCP.

HCP is the default name for Public Sector Planning and Budgeting applications. If youspecified another name, select it.

5 Under Reporting Application, select the Essbase server on which the reporting application resides, andthen select the target reporting application.

See “Creating the Reporting Application” on page 2.

6 Click Next.

7 See “Mapping the Salary Dimensions” on page 3.

Mapping the Salary DimensionsOn the Map Dimensions tab, map the Public Sector Planning and Budgeting dimensions andSmart Lists on the left to the reporting application members on the right.

Note: The following mappings assume you are using Position- and Employee-based budgeting.Use a similar approach for Employee-only and Position-only budget details.

ä To define the dimension mappings:

1 For each Public Sector Planning and Budgeting dimension or Smart List, select a Mapping Type, selectthe Dimension or Smart List, select its members, and then select the corresponding reporting applicationdimension.

See Table 1, “Mapping Salary Dimensions,” on page 4.

About Mapping Type:

Mapping Reporting Applications Addendum 3

l Dimension to Dimension: Displays the available unmapped dimensions in the PublicSector Planning and Budgeting application. To push data, the dimension and all of itsmembers must reside in both the source and target applications.

Dimensions that are identical between the Public Sector Planning and Budgeting andreporting applications (for example, Scenario to Scenario) are automatically mapped.

l Smart List to Dimension: Displays the available Smart Lists. When a Smart List isselected, the account members associated with it are displayed. If only one memberexists, it is automatically selected.

The following table provides guidelines for the first application mapping for Public SectorPlanning and Budgeting applications.

Note: You can select only level 0 members.

Table 1 Mapping Salary Dimensions

MappingType

Dimension/

Smart List Name

Member Selection Reporting ApplicationDimension Name

DimensiontoDimension

Account Percentage Allocation, AllocatedExpense

the name of yourAccount dimension

Smart List toDimension

Salary_Account_List Account Segment the name of yournatural account


Period level 0 members

For example: ILvl0Descendants(Period)

Period

Include the entiredimension in the reportingapplication.


Year the fiscal years to include

For example: FY09,FY10,FY11

Year



Budget Item level 0 members

For example: ILvl0Descendants(AllocationAssignments)

Budget Item



Version the version to include

For example, Final

Version


Currency Local Currency


MappingType

Dimension/

Smart List Name



Element level 0 members

For example: ILvl0Descendants(Element)

Element



Entity_List Entity Segment your General Ledgerdimension

For example, Cost_Center


Position level 0 members

For example: ILvl0Descendants(Position)

Note: Applies only to Position-based budgeting

Position



Employee level 0 members

For example: ILvl0Descendants(Employee)

Note: Applies only to Employee-based budgeting

Employee



Scenario the scenario you want to report oraggregate on

Typically, the scenario member is Budget

Scenario



the Smart Listthat correspondsto your GeneralLedger dimension

Create a separate rowmapping for each of yourimplementation-specificSmart Lists.

Examples:

l Activity_List

l Fund_List

l Program_List

l Project_List

See “Preparing Line ItemBudgets” in the OracleHyperion Public SectorPlanning and BudgetingUser's Guide.

the General Ledger segment member

Examples:

l Activity Segment

l Fund Segment

l Program Segment

l Project Segment

the General Ledgerdimension

For example:


2 Click Next to display the Point of View tab.

Dimensions that are not already mapped or that are missing from either the source or targetapplication are displayed so that you can specify a POV.

3 On the Point of View tab, for the Entity dimension, select level 0 members:(ILvl0Descendants(Entity).

All POV dimensions must have only one member selected.

For example:

4 Define the second application mapping.

See “Mapping for Headcount and FTE” on page 6.

Mapping for Headcount and FTE

ä To define the second application mapping:

1 Follow the steps in “Setting Up the Applications” on page 3 and “Mapping the Salary Dimensions” onpage 3.

2 For each Public Sector Planning and Budgeting dimension, select a Mapping Type, Dimension or SmartList name, its member selection, and the corresponding reporting application dimension name.

The following table provides guidelines for the second application mapping.


Table 2 Mapping for Headcount and FTE

Mapping Type Dimension /Smart ListName


Dimension toDimension

Account the level 0 members for Total FTE andHeadcount

For example: ILvl0Descendants(Total FTE),ILvl0Descendants(Headcount)

the name of yourAccount dimension

Optionalmapping forstatisticalreporting:

Not Linked

the name of yournatural account


Period level 0 members

For example: ILvl0Descendants(Period)

Period

Include the entire dimension inthe reporting application.


Year the fiscal years to include

For example: FY09,FY10,FY11

Year



Budget Item Unspecified Budget Item Budget Item



Version the version to include

For example: Final

Version


Currency Local Currency


Element level 0 members

For example: ILvl0Descendants(Element)

Element



Entity level 0 members

For example: ILvl0Descendants(Entity)

your General Ledgerdimension

For example, Cost_Center


Position level 0 members

For example: ILvl0Descendants(Position)

Note: Applies only to Position-based budgeting

Position



Employee level 0 members

For example: ILvl0Descendants(Employee)

Note: Applies only to Employee-based budgeting

Employee



Mapping Type Dimension /Smart ListName



Scenario the scenario you want to report oraggregate on

Typically, the scenario member is Budget

Scenario


Not Linked Examples:

l Activity Segment

l Fund Segment

l Program Segment

l Project Segment

your General Ledgerdimensions

For example:

l Activity

l Fund

l Program

l Project

For example:

3 Click Next to display the POV tab.

4 On the Point of View tab, select one member for each unmapped dimension on the left.

For example:

Table 3 POV Member Selection

Unmapped Dimensions Member Selection

Your Account dimension the account member on which to report or aggregate

For example: 511100


Unmapped Dimensions Member Selection

your General Ledger dimensions

For example: Activity, Fund, Program, and Project

the General Ledger segment on which to report oraggregate

For example:

Activity

For example: 00000

For example:

Fund

For example: 00

For example:

5 Click Save.

6 See “Allocating Expenses to General Ledger Accounts” on page 9.

Allocating Expenses to General Ledger AccountsBefore pushing data to the reporting application, follow this procedure.

ä To allocate expenses to the General Ledger accounts:

1 Perform the workaround for defect number 9537364, described in the “Public Sector Planning andBudgeting” section of the Oracle Hyperion Planning Release 11.1.2 Readme.

The workaround shows you how to clear the Hide runtime prompt property for theapplicable AllocDistCost business rule.

2 Select Tools and then Business Rules.

3 Select the following allocation business rule for the HCP plan type:

l For Position and Employee budget detail:

m For multicurrency applications: EP_AllocDistCost

m For single currency applications: EP_SC_AllocDistCost

l For Position-only budget detail:

m For multicurrency applications: PO_AllocDistCost

m For single currency applications: PO_SC_AllocDistCost


l For Employee-only budget detail:

m For multicurrency applications: EO_AllocDistCost

m For single currency applications: E0_SC_AllocDistCost

Tip: To list only the business rules that apply to the HCP plan type, clear the Plan Typecheck boxes for the other plan types.

4 Click Launch.

5 When you are prompted, select members to include in the allocation and then click Launch.

You typically select the parent member for each runtime prompt field (for example,Total Employees and All Positions).

A message confirms that the business rule executed successfully.

6 See “Pushing Data to Reporting Applications” on page 10.

Pushing Data to Reporting ApplicationsAfter setting up application mappings, you push data from a Oracle Hyperion Public SectorPlanning and Budgeting, Fusion Edition application to the reporting application, using theapplication mappings that you set up in “Mapping the Salary Dimensions” on page 3 and“Mapping for Headcount and FTE” on page 6.

Note: If you made changes to the reporting application after creating it, before you push data,refresh dimensions and members by selecting the reporting application and then clickingRefresh.

ä To push data to the reporting application:

1 Select Administration and then Map Reporting Application.

2 Under Application Mapping Name, select the two application mappings you set up.

3 Click Push Data.

A message confirms when data has been successfully copied to the reporting application.

You can now aggregate and report on data in the reporting application.



COPYRIGHT NOTICE

Public Sector Planning and Budgeting Mapping Reporting Applications Addendum, 11.1.2

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Documents

Oracle Hyperion Public Sector Planning and Budget椊渀最 刀攀瀀 …otndnld.oracle.co.jp/document/products/epm/111200/E... · 2010-11-29 · 1 In Oracle Hyperion Planning, Fusion

Oracle Hyperion Public Sector Planning and Budget椊渀最刀攀瀀 …otndnld.oracle.co.jp/document/products/epm/111200/E... · 2010-11-29 · 1 In Oracle Hyperion Planning, Fusion