TopDown Blog

Category: Planning & Forecasting

Using Multiple Grids on a Single Smartview Sheet

By on February 25th, 2014

Technology: Oracle Hyperion (EPM) Planning and Essbase Version: Topic: Using multiple grids on a single Smartview sheet I was asked today about using multiple grids on a single sheet using SmartView. This feature has been around for a little while but I hadn’t had the opportunity to try it out. Today I did and…

Oracle Hyperion Workforce Planning – Let’s Take a Look

By on May 22nd, 2013

Workforce Planning Overview This blog series is intended to provide Oracle Hyperion Planning consultants with some useful background, recommendations, and food for thought as they prepare to implement Workforce Planning.  It is not a replacement for the product documentation or an implementation cookbook. What is Workforce Planning and should you be using it? Oracle Hyperion…

Error During Application Deploy

By on May 8th, 2013

Our team encountered an issue with Planning and EPMA v11.1.2.1. When they would attempt to do a full deploy of the Planning application the system would throw an aborted error message, although a simple refresh of the outline worked fine.

Best Practices for Using Hyperion Planning

By on October 31st, 2012

Budgeting and forecasting is often a stressful undertaking for FP&A as well as Oracle Hyperion Planning administrators. Preparation is key to ensuring you successfully complete your budgeting and forecasting on time and without errors. Having a “flight plan” is the best way to achieve this. The more you prepare the easier your Forecast should be.…

Enhancing your Hyperion Planning application with Text Data Type members

By on September 19th, 2012

The ability to assign text data type has been available since Hyperion Planning version 11.1.1; albeit, text data type assignment is limited to the Account dimension members. Nonetheless, this feature allows one to include non-numeric information in Planning Web Forms and Reports—information that can enhance your Planning application. Below are two examples of how to…

Workforce Planning, Is It Right For Me?

By on January 18th, 2012

Considering Hyperion Planning for Budgeting but still have to manually plan employee salaries and benefits?  Do economic conditions require you to constantly revise Headcount planning in your organization?  Do you want out-of-box solution with pre-built Logic, Web forms and calculations for Planning Salaries, Merit Pay, Bonus and Tax? Do you have a limited budget and/or…

Business Analysis vs. Accounts Analysis

By on December 21st, 2011

The Challenge/Issue A common question that arises when designing an application/system dedicated to business analysis/planning is the level of granularity deemed optimal for the application. This question arises especially with regard to level of detail for the GL accounts and Products dimension (element) because, in many organizations, different entities (cost centers, departments) budget or plan…

Hyperion Planning Security – Managing Filters for Very Large Dimensions

By on December 7th, 2011

There is no doubt that Hyperion Planning security is robust and extremely flexible. The tool enables administrators to control access at the member level. The limits to the security filters are capped only by the administrator’s creativity. While the security model is robust, managing the filters for extremely large dimension can be a daunting task.…

Advanced Methods in Rolling Forecasts

By on November 10th, 2011

In previous posts, we covered transitioning from traditional budgeting and forecasting to rolling forecasts and implementing rolling forecasts. Now it’s time to turn our attention to what to do once you have this new approach in place. And to do this, I’ll spend the next two posts discussing advanced methods in rolling forecasts. Making Rolling…

Implementing Rolling Forecasts

By on November 2nd, 2011

In the previous post we covered the “what and why” of rolling forecasts as well as how to transform traditional budgeting and forecasting into this innovative approach. The next step is to look at how to make the transition come to life. And the first step is implementation. Initial Considerations The key to any successful implementation…

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