By TopDown Team
December 20th, 2016
As part of our Top 10 Blog posts of 2016 series, TopDown’s experts are weighing in on how each of these topics fits in with the maturing of EPM in the cloud. Coming in at number 9 was Enhancing Hyperion Planning with Text Data Type Members. Below, Ludovic De Paz offers a step-by-step guide to show you how to take advantage of data type features in PBCS and EPBCS.
The cloud versions of Hyperion Planning—PBCS and EPBCS—offer the same data type features as in the On-Premise versions. The configuration is slightly different and this post will show you how to enhance your Planning cloud application with non-Financial data such as Text or Dates. Data types also make forms more impactful with nice percentages and SmartLists.
Basics: the different data types available in PBCS and EPBCS
Planning Cloud offers the following data types:
Currency: Stores and displays in the default currency
Non-currency: Stores and displays as a numeric value
Percentage: Stores a numeric value and displays as a percent
Date: Displays as a date (stores a reference number in Essbase)
Text: Displays as text (stores a reference number in Essbase)
Selecting a data type
Data types can be assigned to any member of any dimension. The main dimension where you want to use different data types is Account but you can also have applications for the Period dimension if you want to add a Period to store Comments (use the data type Text) or if you want to use a Datatype dimension to store different stages of allocations or if you need to store Adjustment. In the case of a Datatype dimension, use the Percentage data type for the member you want to use to store variations in percentages.
In my example, I am going to show you how to use the Percentage data type in a dimension to store all variations in percentages.
Our target member is the BS_Override_%:
In the Member Properties, Select data type / Percentage:
But that is not enough, we need to play with the Evaluation order:
In our case, we need to have the Datatype dimension evaluated first in order to have the member BS_Override_% data type to override the data type of the other dimensions such as Account.
Now, as you can see, the line for BS_Override_% is shown as a percentage, no matter what account Is selected: