Beruflich Dokumente
Kultur Dokumente
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Creating a Taskflow
Testing the Taskflow
Summary
Resources
Purpose
This tutorial covers automating load and consolidation tasks in Financial Management.
Time to Complete
Approximately 30 minutes.
Overview
This tutorial covers creating a taskflow for automatically loading and consolidating data. You create a taskflow by defining it and adding a Stage 1 task to load data and a Stage 2
task to consolidate data. Next, you add a link to each stage. The link to the Stage 1 task enables the taskflow to proceed to the Stage 2 task if the Stage 1 task is completed
successfully. The link to the Stage 2 task ends the automation process. Finally, you test the taskflow to ensure that it loads and consolidates the data automatically.
Scenario
Your company asked you to create and test a taskflow that automatically loads and consolidates data for a parent entity.
Prerequisites
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 a Financial Management application (The SIMPLE application is used for this
tutorial.)
3. Have created a parent entity (California is used as a parent entity for this tutorial.)
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_TskAuto/Tsk_Auto.htm?print=preview 1/9
4/19/2018 Creating Task Automation in Oracle Hyperion Financial Management, Fusion Edition 11.1.2
Creating a Taskflow
You create a taskflow by defining a taskflow and adding Stage 1 and Stage 2 tasks to it. Next, you add links to the Stage 2 and Stage 1 tasks.
4. Click New.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_TskAuto/Tsk_Auto.htm?print=preview 2/9
4/19/2018 Creating Task Automation in Oracle Hyperion Financial Management, Fusion Edition 11.1.2
a. In the Name box, enter LoadandConsolidateCA.
b. In the Description box, enter " To automate loading and consolidating data for California."
c. Click Submit.
6. Verify that the name of the taskflow is LoadandConsolidateCA, and that the name of the stage is Stage 1.
c. Under Run As, enter user name admin and password welcome1.
Note: The server date is the time on the Financial Management application server.
Note: The server date is the time on the Financial Management application server.
Category: Actual
Year: 2010
Period: July
Entity: UnitedStates.California
Click OK.
9. In the Type list, select Picklist, and in the list to the right of the Type list, select All With Data.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_TskAuto/Tsk_Auto.htm?print=preview 5/9
4/19/2018 Creating Task Automation in Oracle Hyperion Financial Management, Fusion Edition 11.1.2
3. Select LoadData.
Note: You define the receiving stage as ConsolidateCA, because the taskflow proceeds to Stage 2 if the data load is successful.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_TskAuto/Tsk_Auto.htm?print=preview 6/9
4/19/2018 Creating Task Automation in Oracle Hyperion Financial Management, Fusion Edition 11.1.2
c. In the Value list, select Success.
d. Click Add.
7. Under Condition, ensure that the condition displays LoadData_Result Equal to Success, and click Add Link.
d. Click Add.
10. Under Condition, ensure that the condition displays LoadData_Result Equal to Failure, and click Save to save the taskflow.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_TskAuto/Tsk_Auto.htm?print=preview 7/9
4/19/2018 Creating Task Automation in Oracle Hyperion Financial Management, Fusion Edition 11.1.2
1. On the Taskflow Listing Summary page, select the taskflow, and click Run Now.
2. Click OK.
d. Click Search.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_TskAuto/Tsk_Auto.htm?print=preview 8/9
4/19/2018 Creating Task Automation in Oracle Hyperion Financial Management, Fusion Edition 11.1.2
8. Click View, and review the Load and Consolidate tasks in the Task Audit list.
You successfully created and tested a taskflow that automates loading and consolidating tasks.
Summary
In this tutorial, you learned how to:
Create a taskflow
Test the taskflow
Resources
To learn more about Financial Management, refer to additional OBEs in the Oracle Learning Library.
About Oracle | | Careers | Contact Us | Site Maps | Legal Notices | Terms of Use | Your Privacy Rights
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_TskAuto/Tsk_Auto.htm?print=preview 9/9