Modular Planning Bootcamp - Plus Security and ASO Intro (5 days)


Planning On Premises Administrators (Days 1-5), Power Users (Days 1-2) & End Users (Day 1) 

Learning Objectives

This course is designed for students using On-Premises Oracle Hyperion Planning. Students will learn the skills necessary to implement and manage a Planning application. Developed and taught by experienced Planning & Essbase consultants from an implementation perspective, this comprehensive course includes rigorous hands on exercises, real world advice, and tips and tricks.

Course Description

Originally the 123OLAP Planning Bootcamp, this course is designed for private training and is modular to enable students performing different roles to attend just the topics they need. 


All users (end users, power users and administrators) attend the first day, where we start with a Planning end-user perspective. After providing an overview of Planning, we jump into the Simplified Interface and Smart View to show how to enter data into the system. We show the various data input types, how to adjust/spread data, how to add supporting detail, cell notes, menus, task lists and more. Next we delve into all the features and tricks for extending the power of Smart View into Planning ad hoc reporting. We get into all the essential ad hoc operations of Smart View including connecting, refreshing, zooming in/out of the hierarchy, pivoting reports, and keep/remove only. We will also look at creating multiple range retrievals, using member selection, and managing the POV dimensions. We also cover other areas of Smart View including the options settings, cascade, query designer, and smart slices. End user training is complete at the end of Day 1.


Power users and administrators continue on to Day 2 where we focus on creating all the objects users will interface with: basic and composite forms, task lists, smart lists, workflow, text and date data types, menus, and more. Power user training is now complete.


Administrators continue on for days 3-5. On the third day we shift to building out the plan type hierarchies. First, we focus on the default Planning dimensions and how to customize them. Along the way, we cover member properties, adding basic formulas to members such as variances, currency conversion solutions, Attribute dimensions, shared alternate rollups, UDAs, interfacing with multiple plan types, custom dimensions and everything relating to metadata. For large dimensions, we show you how to build dimensions with massive uploads from excel files. We finish up by reviewing a basic data load using the natural format and an introduction to FDMEE (data management).


The fourth day focuses on the architecture behind Planning for both Block Storage Option (BSO) and Aggregate Storage Option (ASO). We cover basic aggregations in both types of databases and write a basic aggregation business rules using Calculation Manger. We show you how to create run-time prompts for users and how to attach rules to forms. The last part of the day will focus on administration topics: security and how to set up access for users to the system, backup/recovery options, and basic automation.


The fifth day focuses on advanced calculations for BSO databases. We build out a variety of business rules to solve common Planning requirements such as: narrowing the scope of the business rules through Fix statements and cross-dimensional operators; currency conversion solutions; create reporting statistical accounts; writing allocations.


Upon completion of this course, students will be able to:
Create Planning applications, build out dimensions, load data, set up and maintain security, create data forms, business rules and calculations, manage the workflow process and analyze planning results.

Course Information

Audience: Administrators & implementation consultants (Days 1-5), power users (Days 1-2), end users (Day 1)

Duration: 5 days

Pre-requisites: None

Delivery method: 

  • Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

CPE credits: 40 credits recommended

Day Summary

Day 1: Overview of Planning, end user perspective: Simplified Interface, Smart View, task lists, custom menus, workflow, data management, overview of Financial Reporting – launching pre-built reports.


Day 2: Building forms, building task lists, menu items and non-numeric data, workflow management.


Day 3: Application design, building hierarchies, loading data, data management – copying versions and scenarios.


Day 4: Architecture of BSO, ASO plan types, business rules – basics, security and administration.


Day 5: Business rules – advanced, EPMA.

Detailed Agenda

Day 1: Planning End-User and Smart View

Overview of Planning

  • Multidimensional concepts

  • OLAP vs. OLTP

  • Planning vocabulary


End-User Perspective – Simplified Interface and Smart View

  • Entering data in forms

  • Spreading data with grid spread & mass allocation

  • Working with POVs

  • Submitting data

  • Data types: SmartLists, date and text fields

  • Adjusting data

  • Spreading data: Across Periods, grid spread

  • Supporting details and cell notes

  • Linking to other excel data


Other Bells and Whistles of Planning

  • Using Task lists

  • Using custom Menus

  • Workflow


Data management – copying versions and scenarios


Smart View Ad Hoc

  • Basic mechanics of creating reports

    • Connecting/refreshing

    • Zoom in/out options

    • Pivoting reports

    • Keep/remove

  • Advanced reporting topics

    • Member selections

    • Smart slice, query designer, cascade

    • Laying out a report manually

    • Attribute reporting

    • Asymmetric reporting

    • Office integration – reporting in Word/PPT


Overview of Financial Reporting – launching pre-built reports


Day 2: Building Forms, Tasks, Menus, Workflow

Building Forms

  • Building a basic form

  • Building an asymmetric form

  • Validation rules and formulas

  • Composite forms

  • Best practices in form design

  • Using substitution variables

  • Associating business rules with forms


Building Task Lists, Menu items and non-numeric data

  • Creating Task lists

  • Menu options

  • Data types: SmartLists, date and text fields


Workflow management


Data management – copying versions and scenarios


Day 3: Application Design

  • Applications/Plan Types

  • Data sources (not for PBCS)

  • Modifying plan types


Building hierarchies

  • Modeling the default dimensions – Time, Years, Scenario, Version, Accounts

  • Properties of members

  • Applying formulas to members

  • Refreshing to Essbase

  • Currency conversion options

  • Working with multiple plan types

  • Creating custom dimensions

  • Building attribute dimensions

  • UDA’s and shared rollups

  • Special accounts and time functionality – expense reporting, time series, formula introduction

  • Best practices in dimension design


Loading data

  • Natural format

  • Load rules using EAS


Day 4 – Architecture BSO and ASO, fundamentals of business rules

Architecture of BSO

  • Performance settings: Dense/Sparse and impact on design

  • Choosing optimal configuration

  • Restructuring and compression

  • Performance settings

  • BSO calculation overview


ASO Plan Types

  • Architecture of ASO

  • ASO outline differences from BSO

  • Use as Reporting

  • Data entry

  • Aggregations

  • Basic MDX formulas


Business Rules – Basics

  • Creating Business Rules in Calculation Manager

  • Attaching a business rule to a form

  • Adding run-time prompts

  • Basic Aggregations

  • Introduction to Fix statements

  • Narrowing scope of calculations with Fix


Security and Administration

  • Creating Native users/groups for on-premise

  • Active Directory and On-Premise

  • Assigning roles in shared services

  • Assigning access to forms and tasks in planning

  • Assigning data access in Planning

  • Refreshing security

  • Lifecycle management

  • Backup/Recovery

  • Automation options


Day 5 – Business Rules – Advanced

  • Aggregations – understanding a full consolidation, effects of calculations on Dense and Sparse

  • FIX…ENDFIX in depth

  • .ENDIF

  • The cross-dimensional operator ->

  • Ratio calculations – an exploration of relationship functions

  • Working with the RANGE functions

  • Statistical function alternatives

  • Integrating data between plan types

  • Exporting data

  • Allocation methods

  • Consolidating rates

  • Dynamic calculations

    • Stored vs. Dynamic calculation

    • Dynamic calculation ordering

    • Guidelines for setting dynamic calculations

  • Understanding the multi-dimensional nature of calculations

  • Focused calculations

  • Member set functions explored

  • Block creation and allocations

  • Creative calc solutions

  • Currency conversion solutions


  • Building dimensions in Classic Planning using the OutlineLoad utility

  • Migrating from Classic to EPMA

  • Modifying dimensionality in EPMA and deploying the application

  • Working with Smart Lists for both Classic and EPMA

  • Loading dimensions with raw data files into EPMA

  • Working with interface tables