03. data forms in hyperion planning

Data Forms
in
Hyperion Planning

Data Forms are used by the business users and planners to enter, update and analyze the data. Actually,
data forms are spreadsheet like web based grids and connected to the Essbase database which acts as an
central repository for all data.
This tutorial will take you through data form structure, its properties and on how to create simple data
form and composite form.
Data Forms and Folders:
Folders can be used to organize and categorize the data forms. The Folder structure is highlighted in the
below screenshot. The Revenue related forms can be saved under revenue folder and expense forms
under Expense folder etc..

As we can see, that sample data form is organized under Revenue folder. Folders are recommended to use
for organizing forms based on their relevancy. It enhances the consistency and application usability.
Data Form Structure:
Below screenshot illustrates the data form structure and its sections,
Page: It consists of drop-down lists. Each drop-down lists contains a list of selected members from a
particular dimension
Point of view (POV): Point of view has the static member selection of dimension members. POV is always
static in nature and Pages are always dynamic

Rows and Columns: Rows include Account dimension whereas the column include Period dimension as
shown.
Ensure that all dimensions of Hyperion planning are included in the form and it is must. Each dimension
can appear only in one of the sections page, column, row, or POV.
Data Form Properties:
The data form has the following sections,
•Properties
•Layout
•Other options
•Business Rules
Properties: It has basic details such Name, description and instructions for the form
Layout: In this section, actual layout of the form is designed with POV, Page, rows and Columns
Other options: Properties like display options, precision are set in this section
Business rules: In this section, the business rule are associated with the form and its properties are
defined for business rule execution

Properties:
In this section, the basic parameters of the data form is defined as shown below,
Form: Name of the data form
Description: This is the description of the data form
Plan Type: Planning application can have multiple plan types. A single plan type has to be associated with
the data form here. Plan type of the form can’t be changed later, so be careful.
The instructions for the form can be provided in the space at the end of the tab as shown.

Layout:
In this section, the layout of the form can be defined by selecting dimension and its members in the POV,
Page, rows and Columns.
Other options:
In this section, the precision for the
numeric values are set as shown.

Business rules:
In this section, the required business rules can be associated with the form and its properties can be
defined for execution.
As highlighted, properties can be set for the selected business rule for execution.
Run on Load: The business rule gets executed upon loading the data form
Run on Save: The business rule will get executed when data in the data form gets saved
The other two optional options of Use Members on Data Form and Hide Prompt are applicable for
runtime prompts.

Data Form Creation:
This section will take you through how to create the data forms in the Hyperion Planning application. Two
types of data forms can be created which are,
1. Simple data form
2. Composite data form
Simple data form has a single-grid structure whereas the composite data form can have multiple data
forms together in single display.
Simple data form:
1. Logon to the Hyperion Planning Application
2. Navigate to Administration->Manage->Data Form
This will lead to the below screen and you can see that there is no data form or folder created in the app.

3. Click on the ‘+’ symbol as shown to create the folder.
4. It will prompt for the folder in the
next screen as shown. Provide the name
for the folder and click on OK to create
the folder
5.Next, select the created folder ‘Revenue’ as shown and select create data form as shown in the following
image
or go to Actions and Click on Create Simple data form.

Once you click on create data form, it will lead to the following screen where the basic parameters of the
form can be provided.
Provide Name, description, plan type and instruction for the data form and click on Next.
Clicking next will take to the next layout section as shown in the following screen.

Drag and drop the dimensions in the Page, POV, Rows and Columns. In this example, we have Account
dimension in row, Period and Year dimension in the Columns, Entity dimension in page and the other
dimensions in the POV.
The properties of the each dimension can be updated in the right-hand side as shown.
The properties will get selected by default, but if you want to change any setting, you can change the
properties and Click on Next.

It will lead to the following other options screen where you can update the precision settings if required
and click on Next.
On Clicking next, it will open the business rule screen where the business rule can be
associated with the data form for execution.
As shown in the following screen, select the business rule and select the appropriate business rule
property to associate the rule for execution and Click on Finish.

Now, the form is saved in the revenue folder as shown below.
We have successfully created the simple data form. Click on the form to open the data form.

Composite Data Form:
1. Logon to the Hyperion Planning Application
2. Navigate to Administration->Manage->Data Form
3. Click on the create composite form icon as shown above or go to Actions and click on create
composite form to create the new form.
This will lead to the below screen,

4. Provide the form name and description and click on next to go to the Layout section
Custom: We can split horizontally and vertically into different sections as per our own wish in this layout
2-Column Layout: It creates two sections with division in between i.e. in 2 columns.
2-Row Layout: It splits horizontally and creates two sections
5. Select the required layout for this composite form
6. As shown above, click on the “Add Form” to add form to that section. This will lead an
another pop-up to select the data form

6. Select the form that has to be added to this section and click on OK as shown.
7. Likewise, select the data form for
the other section also.
8. Select the common dimension
property and update whether the
dimension is local or common for
Both forms

Click on Finish to create the form and you can see the form created in the revenue folder.
Finally, we have created the composite form and we can open the form to view.

03. data forms in hyperion planning

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