Wednesday, September 25, 2013

Hyperion Planning Application Definition

If you had to create exact replica of a Hyperion Planning Application, knowing how to check Application definition of your planning apps comes in very handy.

For example, if you want to know what PlanTypes your planning application has or what kind of Weekly distribution has been set or if your planning application has been set for Multi-currency or not, etc can come very handy.

This is how you can achieve this using Hyperion Shared Services.

The steps:
1. Log in to Hyperion Shared Services.

2. Under "APPLICATION MANAGEMENT" expand
                 Application Groups
                           Planning. (You will see the list of all planning applications that you have)

3. Choose the application by clicking it.

4. On the right, under "ARTIFACT LIST" expand
                  Configuration
                            Properties (You will see "Application Definition" and "Application Settings")
5. Right-click "Application Definition" and "Export to Edit."

6. It will prompt you to SAVE the file in your local drive. The file extension is XPAD, which you can open using any text editor, such as NotePad or TextPad. You can also open it in Excel as "an XML table." In fact, you can open it in Excel and create a table of all your applications for easy access. 

The content of an XPAD file would look something like this - where you would get all the information that you would require to create a planning replica application:



<?xml version="1.0" encoding="UTF-8" ?>
 <application datasource="Candy" instanceName="Default" name="Sample" description="Candy application" project="Planning" calculationModule="BUSINESS_RULE" >
 <PlanningAppType>GENERAL</PlanningAppType>
 <Calendar>
 <BaseTimePeriod>12 Months</BaseTimePeriod>
 <WeeksDistribution>445</WeeksDistribution>
 <AppStartYear>2012</AppStartYear>
 <FiscalYearStartDate>SameCalendarYear</FiscalYearStartDate>
 <StartMonth>Jan</StartMonth>
 <NumberOfYear>9</NumberOfYear>
</Calendar>
 <Currencies>
 <DefaultCurrency>USD</DefaultCurrency>
 <MultiCurrency>N</MultiCurrency>
</Currencies>
 <PlanTypes>
 <ValidForPlan1>Y</ValidForPlan1>
 <Plan1Name>Candy</Plan1Name>
 <ValidForPlan2>N</ValidForPlan2>
 <ValidForPlan3>N</ValidForPlan3>
 <ValidForPlan4>N</ValidForPlan4>
 <ValidForPlan5>N</ValidForPlan5>
</PlanTypes>

</application>

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