Thursday 10 April 2014 Sample Planning application and more

I have always found the sample application that comes with planning to be a bit of a disappointment and it does not really showcase planning functionality very well, there is not much information on what it is about and it has not been updated since the early days of version 9 plus you have to go through the cumbersome process of creating, initialising and then loading the data.

If you are looking to learn planning it does not really give you much to go on and personally I have only really used the application to prove Planning and Essbase are working as they should.

With the release of Oracle’s Planning and Budgeting Cloud Service (PBCS) I think they must have looked at the sample application and thought that is just not good enough so have invested time in giving the application an overhaul.

It seems to be Oracle’s strategy is to preview in the cloud and then release to the on-premise world and this looks like what has happened with the release.

If you have applied the latest patch set update and create a sample application you will instantly notice something has changed.

First of all it is not possible to name the sample application anymore and it is set as Vision.

When creating the application you will see that it is automatically initialising and creating the dimensionality and loading data, so already a much simpler process than what has come before.

When you open the application you will find that it blows the old sample application out of the water and actually uses lots of the functionality that is now available.

The application includes:
  • Three plan types
  • Four task lists
  • Over thirty forms including composite and charts
  • Calculation Manager rules and rule sets.
  • Two planning unit hierarchies
  • Provisioning applied using two groups.
Now if you are thinking that is all well and good but what is the all about well there is a video available going through the Vision application which was originally created for PBCS but there is nothing stopping you watching and learning if you are starting out with planning, the video can found here.

If you look into how the sample is initialised then you will find out there is a lot more than just the planning application.

After the application has been created if you take a look a migration status report in Shared Services the clue is there that Lifecycle Management has been used.

The report indicates not only is there the Vision planning application but artifacts loaded for Shared Services provisioning, Reporting and Analysis, Calculation Manager and FDMEE.

The status of the LCM import displays as failed and this is because that four users are provisioned against two planning application groups but the users are not the import LCM files.

 These users can be easily added and provisioned.

Depending on what products have been installed the import could fail for other reasons so instance say FDMEE has not installed then the import will fail, though it is worth pointing out this does not stop the other LCM artifacts from being loaded which means the planning application should be created successfully.

I had a search around to see if the LCM import files are available and the answer is yes they can be found in:

This means the zip file can be simply copied over to the LCM import/export folder and then will be accessible from Shared Services.

So basically it is possible to create the sample planning application directly using LCM or import any of the available artifacts in again.

Much more impressive than what has previously been available.

If Financial Reporting has been installed and the planning sample application created then financial reports and books should be available from Workspace in the Vision folder.

The reports are all using a planning connection to the vision application.

All the rules that are part of the sample application can be easily accessed through Calculation Manager.

You will also see a piece of functionality that is now available in Calculation Manager that has been passed down from the Oracle cloud offering.

As there is no EAS available in the cloud there needed to be a way to manage some aspect of the Essbase databases like caches, dense/sparse settings so these were built into Calculation Manager.

If FDMEE has been installed then the sample planning application also comes preconfigured and with a file data load set up.

Unfortunately I couldn’t find a load file but it only took a few minutes to create one and then load to FDMEE and push into the planning application.

I created a quick planning data form to test the drill-through functionality.

Now it is possible to drill-through from planning to FDMEE and view the data that was loaded.

It is also possible to take advantage of the new tablet functionality in planning if you have one following:
  • iOS7, tablet only, Safari and Chrome browsers
  • Android 4.1, 4.2, 4.3, tablet only, Chrome browser
  • Windows 8 Standard, Pro and Enterprise Editions, tablet, Chrome and Internet Explorer 10 browsers
Within the planning application all you need to do is go to Administration > Manage > Tablet Access

Add the forms/tasks/rules you want to be accessible from tablets.

Point the tablet web browser to:

The Forms, Task Lists and Rules that were enabled in the planning should now be available.

To access Financial Reports snapshot reports have to be created first if you want to view them through the tablet.

I must admit the charts do look quite impressive on an iPad.

I am not sure if I would want to go through the pain of entering data through a tablet but I am sure it will impress lots of people.

It doesn’t look like drill-through to FDMEE is possible yet from a tablet.

Now you are able to run rules while on the move, is life complete ;)

If you want to test out the approval and workflow functionality using the new EPM mobile app then just head off to the either the Apple app store or Google Play store and download.

The EPM mobile app is currently supported on:
  • iOS7, phone and tablet
  • Android 4.1, 4.2, 4.3 phone and tablet
So lots of reasons to move to and for me personally makes life much easier for testing out functionality is working as expected and integration between products is in order.

Also if you are new to the EPM world and are looking to learn then now is the perfect opportunity.



  1. John,

    >>Unfortunately I couldn’t find a load file but it only took a few minutes to create one and then load into the planning application.

    If you create the application the "normal" way in the new application wizard, data does get loaded.

    When I look inside the EssbaseData folder in the file you will see data for Plan1. Plan2 and Plan3 seem to be empty.

    Perhaps the LCM side of it failed for you on import?


    Cameron Lackpour

  2. Hi Cameron,

    I am not talking about the Essbase data that loads fine through LCM.

    It is the FDMEE flat file to load which wouldn't be part of LCM, it is usually stored in the FDMEE application foot folder so I doubt it comes with the sample app.

    Anyway it only took me a few minutes to create a file to load to FDMEE then push that to planning and then allow drill-through.


  3. John,

    Ah, I see your point. My mistake -- for some reason I thought there might be yet another bug with LCM.

    It *is* a pretty nice app, isn't it? I won't miss the old one.

    I just wish it had an included an ASO plan type.


    Cameron Lackpour

  4. In my recent installation the Planning data import failed with the error:
    "/Essbase Data/Plan1:- Data content location (D:\Oracle\Middleware\user_projects\epmsystem1\tmp\HSPLCM_1399036125258/HP-Vision/resource) is not reachable."

    I guess this could happen because the environment is load balanced with Foundation and Planning installed on two servers and the sample app installation process is done using a temp folder on a single server.

    I found the LCM files and imported the data that way... The process was finished in a matter of seconds so everything looks good now.

  5. Hi John,

    Reports can't be found in the repository. I saved snapshot reports in different folders to get to see at least one of them. I can't see any of them in Planning Mobile.
    Where do the snapshot reports have to be saved? Do I have to change some settings? Thanks in advance!

  6. It shouldn't matter where the snapshot reports are saved as long as the user has access to the them.


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