8 Replies Latest reply: Jul 19, 2010 4:45 PM by EW RSS

    Chnages to the Planning Application

    user4958421
      Hello All-

      I have a planning application on 9.3.1. Right now the application is set up to use thirteen periods for budgeting cycle. Going forward we want change the application in a way that it uses twelve months standaard yearly process. The

      Time Period dimension in Hyperion Planning cannot ba changed once the application is created ? All my scripts, Forms, rules etc roght now work in accordance with thirteen period. Can anybody let me know wwhat is the best practice to

      change the Time Period dimension in a way that i dont have to write application from scratch & would involve minimum changes to scripts, rules etc.

      Any help/advise would be appreciated.

      Thanks!
        • 1. Re: Chnages to the Planning Application
          EW
          Step one will be to move the application to 9.5 or later (recommendation would be to go to 11.1.1.3).

          You can then migrate your planning application to EPMA instead of classic planning (2 minute migration that doesn't require IT). Once there you should be able to change the structure from 13 months to 12 without much difficulty. You could do this playing around in the table but unless you really know what you are doing could be a recipe for trouble.

          Once you have the app to 12 months instead of 13. If you are using dynamic member list (@idescendants, @children, etc.) most of your forms and stuff should be automatically updated. Same for some of your calcs. But if you hardcoded stuff (especially in calcs) then you will have to do some manual work but not impossible.

          Hope that gives you some ideas.

          Others can suggest how to work around the relational backend table structures, it's just that (in my opinion) migrating to EPMA will be easier and have other benefits as well and you will also need a DBA.
          • 2. Re: Chnages to the Planning Application
            user4958421
            Hello-

            Thanks for your information.. We are not aplnning to go to a higher version until next year & for the upcoming year budgeting we need to change the application so that we can use the sytem by end of August 2010.

            Does anybody know more information on how to work around the relational backend table structures in 9.3.1. Does anybody have done this kind of thing before on their current system ?

            Thanks!
            • 3. Re: Chnages to the Planning Application
              JohnGoodwin
              EW wrote:
              Once there you should be able to change the structure from 13 months to 12 without much difficulty.
              Just out of interest are you saying for definite that the period member will be deleted from planning, I know it will be removed from EPMA.
              It was a while back but when I gave it a test it removed the member from EPMA, refreshed to planning with no issues but did not delete base time period.

              Cheers

              John
              http://john-goodwin.blogspot.com/
              • 4. Re: Chnages to the Planning Application
                EW
                Sounds like he is looking for someone to help him dig into the relational tables because he doesn't want to upgrade his environment for a sizeable amount of time. So EPMA is out for the short term for him right now.
                • 5. Re: Chnages to the Planning Application
                  JohnGoodwin
                  You didn't answer my question :)

                  Cheers

                  John
                  http://john-goodwin.blogspot.com/
                  • 6. Re: Chnages to the Planning Application
                    EW
                    You were stating a fact, hence the reason you didn't put a ? at the end, and hence why I didn't think it waranted a response.

                    So yes you can add a period and it will work, but you can't delete a period, which is clearly a bug. So my comment above was clearly wrong.

                    Was this ever logged as a bug to Oracle?
                    • 7. Re: Chnages to the Planning Application
                      JohnGoodwin
                      Sorry it was just you told the OP to upgrade to 11.1.1.3 and then upgrade from classic to EPMA so I thought you must of tried it, I apologise for missing a question mark.
                      I don't know if you can call it a bug or a feature of planning, it has always been that way.

                      Cheers

                      John
                      http://john-goodwin.blogspot.com/
                      • 8. Re: Chnages to the Planning Application
                        EW
                        I call it a bug. Cause you delete the member in Dimension Library and doesn't give you a warning or error. You validate and it doesn't give you a warning or error. You deoploy both as refresh and/or create and still no warning or error. Seems like everything worked fine and yet it didn't.

                        After you asked the question I tested all these scenarios with the same result. I also tested adding a member and that did work as intended, so they had designed it to allow you to make changes to this dimension. When I have more time I'll go in and test further use cases. For example I didn't test what would happen if I delete the member directly in EAS after refreshing but I'm sure that isn't going to go over very well.

                        Had it given me a warning at least one time then it would be working as intended IMO. But since nothing was ever flagged I can't see how someone could say working as intended.

                        Always interesting to play around with these scenarios to see what happens :)