Oracle PBCS creating standard application
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This document provides steps for creating a standard application in Oracle Enterprise Performance Management Cloud. It discusses selecting the application type as standard, which builds advanced applications. It also covers setting up currencies, custom dimensions and metadata, and the calendar. The complete creation process involves 7 steps: 1) Creating the application 2) Loading metadata 3) Modifying metadata 4) Configuring components 5) Assigning security 6) Loading data 7) Creating and deploying business rules.
Oracle PBCS creating standard application
- 1. www.bispsolutions.com PBCS Workshop 1.1 Creating Standard Application
- 2. www.bispsolutions.com Workshop Objective About Creating an Application Selecting the Application Type Creating a Reporting Application Creating a Sample Application Creating a Standard Application Choosing Setup Options This workshop walk you through with the step by step way to create a sample application. Below topics will be covered in it.
- 3. www.bispsolutions.com About Creating an Application About Creating an Application The first time you log in, you'll see a screen displaying two Oracle Enterprise Performance Management Cloud solutions from which to choose. 1 Planning and Budgeting 2 Financial Consolidation and Close
- 4. www.bispsolutions.com Selecting the Application Type Standard—Builds advanced applications for any business process. Select from two options. Enterprise—Builds custom applications for Financials, Workforce, Capital, and Projects. You can also build a Strategic Modelling solution Reporting—Builds a basic application that you can expand over time. See Creating a Reporting Application. 1 Enterprise 2 Standard 3 Reporting
- 5. www.bispsolutions.com Selecting the Application Type Standard—Builds advanced applications for any business process. Select from two options. Sample—Quickly and automatically creates a demo application using the sample Vision application that's provided. New—Builds an advanced custom application
- 6. PBCS Application Artefacts 1 Plan Type (BSO & ASO) 2 Currency 3 Metadata
- 7. 5 Data Forms PBCS Application Artefacts 6 Data 7 Business Rules 4 Security 8 Calendar
- 8. www.bispsolutions.com Creating a Standard Application A Standard application is an advanced application with two cubes and the option to add more cubes. You can add up to seven total cubes—three block storage cubes and four aggregate storage cubes. Complex business logic, such as business rules and allocations, is supported.
- 9. www.bispsolutions.com Complete Application Creation Process 1 Creating Application 3 Modify Metadata 2 Loading Metadata 4 Configuring application components 5 Assign security 6 Load Data 7 Create and Deploy Business Rule
- 10. www.bispsolutions.com Creating a Standard Application A Standard application is an advanced application with two cubes and the option to add more cubes. You can add up to seven total cubes—three block storage cubes and four aggregate storage cubes. Complex business logic, such as business rules and allocations, is supported.
- 11. www.bispsolutions.com Setting Up Currencies Specify the main currency for the application, and establish whether the application supports multiple currencies. Specify whether the application supports more than one currency, and if so, then select one of the following multiple currency options: 1 Standard 2 Simplified • Standard—Creates the Currency dimension and a hidden dimension called HSP_Rates to store the exchange rates. • Simplified—Creates the Currency dimension and additional accounts are added to store the exchange rates.
- 12. www.bispsolutions.com Setting Up Currencies 1 Standard • Standard—Creates the Currency dimension and a hidden dimension called HSP_Rates to store the exchange rates. Selecting the standard multiple currency option during application creation creates two additional dimensions called Currency and HSP_Rates. The HSP_Rates dimension is a hidden dimension that stores exchange rates. • Hsp_InputValue—Stores data values • Hsp_InputCurrency—Stores currency types for data values
- 13. www.bispsolutions.com Setting Up Currencies 2 Simplified • Simplified—Creates the Currency dimension and additional accounts are added to store the exchange rates. 1. The Currency members you create are listed under Input Currencies. Data is entered or loaded in an input currency and data can be entered or loaded into multiple input currencies for any given combination; 2. specify whether the currency you are adding is also a reporting currency.
- 14. PBCS-Plan Type 1 Plan Type 1 Planning Application 2 Plan Type2 3 Plan Type 3 4 Plan Type ASO You can customize the names for the cubes during application creation only. If no cube names are specified during application creation, then the block storage cube name defaults to "Plan1" and the aggregate storage cube name defaults to the application name.
- 15. www.bispsolutions.com Setting Up the Calendar Nov-15 Accommodation Expenses Budget Forecast Actual Room Rental $ 56,000 $ 59,200 Data Load from ERP Suite Charges $ 2,000 $ 1,500 Data Load from ERP Misc. Accommodation $ 500 $ 500 Data Load from ERP Current Year Year 1 Year 2 Year 3 3 Year Average Business Revenue 5,00,000 5,42,085 5,63,768 5,91,495 5,65,783 Expenses Variable Costs Materials & Supplies 10,000 11,117 11,673 12,247 11,679 % Revenue 2.0% 2.1% 2.1% 2.1% 2.1% Labor excluding Owner 2,00,000 2,14,900 2,22,880 2,50,883 2,29,554 % Revenue 40.0% 39.6% 39.5% 42.4% 40.6%
- 16. www.bispsolutions.com Setting Up Custom Dimensions and Metadata Dimensions categorize data values. You can create up to 13 user-defined, custom dimensions. The application includes two custom dimensions: Account and Entity. Use Account and user-defined dimensions to specify data to gather from planners. Use Entity to model the flow of planning information in the organization and establish the plan review path.
- 17. www.bispsolutions.com Creating a Standard Application
- 18. www.bispsolutions.com Creating a Standard Application
- 19. www.bispsolutions.com Creating a Standard Application
- 20. www.bispsolutions.com Creating a Standard Application