I’d urge you to consider the Smart View planning admin extension the next time you need to add members quickly or make wholesale property changes to your classic outline. Cannot make edits or additions to Period dimension.No ability to delete members from outline.Now when viewing the outline via EAS (for on-prem users), you can confirm member updates have been pushed to Essbase. You see the normal warning about the refresh action. Smart View Panel > Right-click Dimensions folder > Refresh Database: Keep in mind, this will push all outstanding updates in planning in the same fashion as a Workspace/planning refresh. Observe the ‘Misc Drivers’ rollup in EAS outline viewer – the new TestRate member is not yet present:Īdmins are now able to refresh a database directly from Smart View via the planning admin extension. NOTE: Submitting updates does NOT push changes to Essbase, only to planning. You can now confirm your updates in Workspace: Once member additions or property changes have been made, simply perform a data submit to send outline updates to planning: You can also insert members by copying an existing row(s), leveraging parent assignment and member properties as needed from sibling members:.You can then edit pre-populated member property fields as needed on your new row. (*) indicates account has not been pushed to planning yet: The member itself carries an asterisk (*), indicating it does not yet exist in planning: Upon refresh, all property columns will populate with default settings. Insert a row, then enter the member-name only in the empty row.
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Or you can use Excel Formatting and manually update any number of member properties:.Leverage the property drop-downs using Smart View cell styles, such as the Skip property:.You can update properties for individual or multiple members. In this example, we will use the Account dimension for the Vision app: Dimensions are managed in Parent/Child format via the Planning Ad Hoc connection, and carry drillable functionality with member properties displaying across columns. Open and manage classic application dimensions via Smart View’s Hyperion Planning connection. Ability to update and deploy outlines directly from Smart View excel interfaceĭownload the extension directly from Oracle EPM Workspace:.Arguably the simplest method for managing member properties!.Quick tool for admins to push wholesale or individual member updates.It bears repeating, however, that the extension is an essential part of your admin tool belt for a number of reasons: For classic application types, the admin extension has been available since planning release 11.1.2.3.
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