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Creating Classic Financial Management 11.1.

2 Applications

This tutorial covers creating a classic Financial Management application by using Classic Application Administration.

Time to Complete
Approximately 30 minutes.

This tutorial covers creating classic Financial Management applications. A classic Financial Management application is a stand-alone application. It has its own profile that defines the calendar and the languages for the application. It also has its own metadata file that defines its dimensions. In this tutorial, you learn how to create a classic application profile, how to create a classic application by using Classic Application Administration, and how to open the application and view the metadata.

Your company wants you to create a stand-alone application that will be used for training purposes. The application's language is English, and it is based on a standard calendar year, divided into quarters and months. The start month is January 2011, and the duration is 10 years.

Before starting this tutorial, you should: 1. Have access to or have installed Oracle Hyperion Financial Management, Fusion Edition 11.1.2 2. Have access to or have installed Oracle Enterprise Performance Management Workspace, Fusion Edition 11.1.2

Creating Application Profiles

Before creating an application, you create an application profile that defines its languages, calendar, frequencies, and periods. 1. Select Start > Programs > Oracle EPM System > Financial Management > Financial Management.

The Financial Management Desktop login dialog box is displayed.

2. Perform the following actions: a. Enter the following login information: Domain <your domain name> b. Click Logon. User trnadmin Password hyperion

The Financial Management Desktop is displayed.

3. In the Tasks pane, select Define Application Profile.

The Create New Application Profile page is displayed.

4. Select Create a New Application Profile, and click Next.

The Languages page is displayed.

5. In Row 1, enter English, and click Next.

The Time Periods page is displayed.

6. Perform the following actions: a. Select Standard Calendar. b. Select Include Quarters. c. Select Include Months. d. In the Start Month list, select January. e. In the Start Year box, enter 2011. f. In the Number of Years box, enter 10. g. Click Next.

The Frequencies table is displayed.

7 . Perform the following actions: a. Enter the following frequency descriptions for the View dimension: View YTD QTD MTD b. Click Next. Year-to-date Quarter-to-date Month-to-date View Description

The Periods page is displayed.

8 . In the Periods list, perform the following actions: a. Select Quarter1 and, in the description box, enter Quarter 1. b. Select January and, in the description box, enter January. c. Repeat steps a and b to add descriptions for February and March in Quarter1 and descriptions for Quarter2, Quarter3, and Quarter4 and April through December. d. Click Next.

The Periods page is displayed.

9 . Perform the following actions to save the profile: a. Click Browse and navigate to C:\Hyperion\Products\FinancialManagement\Client. b. In the File Name box, enter TrainingApp. c. Click Finish.

The application profile is saved successfully with a PER extension.

10 . Click OK.

You successfully created the TrainingApp profile.

Creating Financial Management Applications in Classic Administration

After creating the application profile, you create a Financial Management application named TrainApp. You base the TrainApp application on the TrainingApp profile that you created.

1. On your desktop, perform the following actions: a. Double-click the Workspace icon. b. Enter user name trnadmin and password hyperion. c. Click Log On to log on to Workspace.

2. In Workspace, select Navigate > Administer > Classic Application Administration > Consolidation Administration > Create Application.

The Application Properties page is displayed.

3. Perform the following actions: a. Enter or select the following information: Field Server Application Name Application Description Application Profile User Management Project Name of your Shared Services server TrainApp Training Application TrainingApp.per (Located in the C:\Hyperion\Products \FinancialManagement\Client folder) Default Application Group Value

Financial Management Web Server http://<servername>:19000/hfm URL b. Click Create.

4. Verify that the application was created successfully.

You successfully created the TrainApp application.

Opening the Application and Reviewing the Application Metadata

After creating the application, you open it and review the application metadata. 1. Select Navigate > Applications > Consolidation > TRAINAPP. Note: You may have to click Refresh on the Consolidation submenu to load the TRAINAPP application.

The TrainApp application is displayed.

2. Select File > New > Data Form.

Data Form Builder is displayed.

3 . Select the POV tab, and click the Search icon for the Year dimension.

The members for the Year dimension are displayed.

4 . Verify that the Year dimension contains the members specified in the TrainingApp profile.

5 . Click the Period dimension, and verify that it contains the members specified in the TrainingApp profile.

6 . Click the View dimension, and verify that it contains the members specified in the TrainingApp profile.

Note: The Periodic member contains the lowest-level frequency (MTD) that you defined for the View dimension. You completed the tutorial. You can now create a metadata file and load the metadata file into the application.

In this tutorial, you have learned how to:

Create application profiles Create classic Financial Management applications Open the application and review application metadata