ENTERPRISE PERFORMANCE MANAGEMENT

ARCHITECT
RELEASE 9.3.1

FILE GENERATOR USER'S GUIDE

CONTENTS IN BRIEF

Installing EPM Architect File Generator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Generating EPM Architect Import Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

The EPM Architect File Generator can create import files from the following sources:

Existing Oracle's Hyperion Financial Management System 9 files such as .PER, .SEC
and .XML metadata files
Note:

Only Financial Management .XML format metadata files are supported. The .APP format
is not directly supported but users can extract metadata from the system in the XML format
to use the converter.

Existing System 9 Financial Management applications Version 9.3.0.0 or later

Existing System 9 Planning applications Version 9.3.0.0 or later

Existing EPM Architect application views (Consolidation, Planning Generic, and Master
application types) Version 9.3.1.0 or later

Microsoft Excel files

Installing EPM Architect File Generator

The Microsoft .NET Framework version 2.0 is required to use the EPM Architect File Generator.
It can be downloaded from http://msdn.microsoft.com/downloads.

To install EPM Architect:

1 Copy BPMAFileGenerator.zip to a temporary directory and unzip to a desired directory.
2 Double-click HFMProfileReader.dll to register the file.
Note:

DLL files can be registered using regsvr32.exe typically available in C:\WINDOWS

\system32. Enter regsvr32.exe HFMProfileReader.dll in the command window to register.

3 Double-click ZLib.dll to register the file.

Generating EPM Architect Import Files

To open the EPM Architect Generator utility, double-click BPMAFileGenerator.exe in the
directory where you unzipped the files.

From Financial Management Files

You can create an import file from any or all of the following Financial Management file types:

Application profile file (.PER)

Security file (.SEC)

File Generator User's Guide

Metadata file (.XML)

To create an export file from existing Financial Management files:

1 Click From HFM Files.

2 Browse to and select a profile file (.PER), security file (.SEC), and/or metadata (.XML) file.
Note:

You can specify one or more of these file types.

3 Specify the name for the EPMA import file or browse to find an existing file to over write.
4 Enter a name for the command file.
Note:

The command file will be implemented in a future release. However, you must enter a name in
the field or an error occurs when you try to create an export file.

5 Enter a prefix for the dimensions.

6 Click Execute.

From Financial Management Applications

You can create an import file from an existing Financial Management application.

To create an export file from an existing Financial Management application:

1 Click From HFM Application.

File Generator User's Guide

2 Enter the following information:

User name and password

Workspace URL

Financial Management Web URL

Financial Management application name

Application cluster name

3 Specify the name for the EPMA import file or browse to find an existing file to over write.
4 Enter a name for the command file.
Note:

The command file will be implemented in a future release. However, you must enter a name in
the field or an error occurs when you try to create an export file.

5 Enter a prefix for the dimensions.

6 Click Execute.

From Planning Applications

You can create an import file from an existing Oracle's Hyperion Planning System 9
application.

To create an export file from an existing Planning application:

1 Click From Planning Application.

File Generator User's Guide

2 Enter the following information:

User name and password

Workspace URL

Planning Web URL

Planning application name

Application server name

3 Specify the name for the EPMA import file or browse to find an existing file to over write.
4 Enter a name for the command file.
Note:

The command file will be implemented in a future release. However, you must enter a name in
the field or an error occurs when you try to create an export file.

5 Enter a prefix for the dimensions.

6 Click Execute.

From Architect Application Views

You can create an import file from a Oracle's Enterprise Performance Management Architect
application view.

To create an export file from a Architect application view:

1 Click From EPMA Application View.

File Generator User's Guide

2 Enter the following information:

User name and password

EPMA Web Services URL

EPMA Application view name URL

3 Specify the name for the EPMA import file or browse to find an existing file to over write.
4 Enter a name for the command file.
Note:

The command file will be implemented in a future release. However, you must enter a name in
the field or an error occurs when you try to create an export file.

5 Enter a prefix for the dimensions.

6 Click Execute.

Generating From Microsoft Excel

You can create an import file from a Microsoft Excel file. In the Excel file, you can create new
dimensions and edit dimension and member properties

To create an import file from a Microsoft Excel file:

1 Select From Excel File.
2 Click

, enter a location and file name for the Excel file to create, and click Save.

3 In Excel, open the .XSL file created in step 2.

Note:

When you open the file, you must enable macros.

File Generator User's Guide

The Excel workbook is created with two existing sheets Alias and Dimension Association. For
each workbook there can be only one sheet for Alias and one sheet for Dimension Association.

4 On the Alias sheet, enter the language aliases to be used.

Note:

It is important to enter the languages in the Alias sheet before creating dimensions in the
workbook because the utility automatically creates extra columns in the dimension sheet so you
can enter the aliases for members in the same row. If you add languages after creating dimensions,
you will need to manually add extra columns for member aliases.

5 Select BPMA Utilities > Manage Dimensions.

6 In the Dimension Manager, select one or more application types for which to create dimensions.

File Generator User's Guide

Note:

Selecting the application type determines what member properties display in the columns of the
dimension sheet. If you select Consolidation, only member properties from the consolidation
category display. If you select all application types, all member properties from all categories
display.

7 Select the dimensions that you want to create.

File Generator User's Guide

Note:

You can add application types on a dimension by dimension basis.

8 Click Create.
For each dimension that you create, a sheet is added to the Excel workbook.
For each dimension sheet, column headers in Row 1 of the sheet are dimension properties.
Column headers in Row 4 of the sheet are member properties.

9 Enter dimension members and member properties for each dimension.

You enter dimension members in the parent and name columns. For the top-level member of
a dimension, enter #root in the parent column.
To modify properties, click in the cell to display a drop-down list from which you can select a
property value or enter information in the cell.

File Generator User's Guide

10 Select BPMA Utilities > Dimension Association.

Note:

For information on dimension associations, see Financial Management Dimension

Associations on page 10.

11 In the Target Dimension column, select the cell, and from the drop-down list, select the
12 Select BPMA Utilities > Generate Flat File.
13 Select the type of file delimiter to use in the file.
14 Click Generate Flat File.
15 Click Save Flat File to save the file in .ADS format.

Financial Management Dimension Associations

In Oracle's Hyperion Financial Management System 9 you must associate some dimensions
with other dimensions. The following table shows the source dimension, property name and the
target dimension with which it is associated.
Table 1

Financial Management Associations

Dimension (Source)

Property Name

Dimension (Target)

Account

Plug Account

Account

Alias

Alias

Custom1Custom4 Top Member

Custom1Custom4

Security Class

Security Class

Consolidation Method

Alias

Alias

Currency

Alias

Alias

Custom1Custom4

Alias

Alias

Security Class

Security Class

Alias

Alias

Currency

Currency

Holding Company

Entity

ICP Top member

ICP

Entity

10

File Generator User's Guide

Dimension (Source)

Property Name

Dimension (Target)

Security Class

Security Class

Security As Partner

Security Class

Alias

Alias

Security Class

Security Class

Period

Alias

Alias

Scenario

Alias

Alias

Security Class

Security Class

Default Frequency

View

Default Frequency For IC Transactions

View

Value

Alias

Alias

View

Alias

Alias

Year

Alias

Alias

ICP

Deleting Dimensions
To delete dimensions, select the dimension worksheet in Excel and select BPMA Utilities >
Delete Dimension.
Note:

You cannot delete the Alias or Dimension Association worksheets.

File Generator User's Guide

11

COPYRIGHT NOTICE
Architect File Generator User's Guide, 9.3.1
Copyright 2006, 2007, Oracle and/or its affiliates. All rights reserved.
Authors: Information Development