In this exercise you will design basic forms provided by client and then learn how to design Asymmetric and Composite forms.
Create Data Forms…
1. Start services (see Exercise 3.1 for details).
2. Client has provided us with two initial forms that they want to use for the new Planning application: 1) for entering Unit Sales and Prices and 2) for entering Operating Expenses.
3. Start Services (see Exercise 3.1)
4. Access Planning Web Client using Internet Explorer Favorite – Oracle EPM Planning
5. From menu bar on AutoPlan page, select Administration >
Manage Data Forms F. Click on Create button above Data Form Folders
You may receive message “This website is using a
scripted window to ask you for information. If you trust this website, click here to allow scripted windows…” – proceed by clicking on message and selecting Temporarily Allow Scripted Windows, then click again on Create button.
You will be prompted to enter new folder name.
Enter - BootCampForms
6. Click on Create button above Data Forms.
Create window displays starting with Properties tab:
Enter Data Form name 1–Unit Sales and Price, Enter Instructions and click on Next button.
Plan Type defaults to 1st Plan Type – AutoFin. This determines the data form's valid Account and Entity members. Accounts included on data form with a source plan type other than the assigned data form plan type are read-only on that data form.
You can NOT change the Plan Type for Data Form after it is assigned
7. Create window displays on Row/Column Layout tab:
Under Column Dimension(s) select Period and click on Select Members button to the left.
Member Selection Period window displays:
Select checkbox next to YearTotal, select Level 0 Descendants from dropdown box and click on Add button.
ILvl0Descendants(YearTotal) should be displayed under Selected Members. Click on Submit button.
8. Follow same steps as above for Row Dimension(s) selecting Account dimension and members: “Fleet Unit Sales”, “Fleet Price”,
“Dealer Unit Sales”, “Dealer Price” and “Auto Sales”. Click on Next button.
9. Create window displays on Page/Point of View Layout tab:
For Page Dimension(s) enter Dimension/Members:
- Products: 155-1000-10, 155-1000-20 - Total Dealers: “AW 001”, “AW 002”
Dimensions not selected as Row, Column or Page
dimensions will automatically be included as Point of View dimensions.
For Point of View Dimension(s) enter Dimension/Members:
- Entity: CC6350 - Scenario: Budget -Version: Current -Year: FY06
Click on Preview tab.
10. The Preview should appear as follows:
Click on Save button and Click OK button to return to the Data Form Management page.
11. In left-hand pane, under Folders, expand Forms, select
BootCampForms and select 1-Unit Sales and Price data form and wait several seconds for the form to be rendered.
12. From menu bar, select View > Instructions I and click the Close button.
13. Enter sample data into the form as shown below.
As data is entered, cell background color changes from white (default) to yellow indicating ”dirty” cells, whose values changed but are not yet saved. Cells in the “Auto Sales” row have background color of light blue indicating read-only cells.
14. Select cells Fleet Unit Sales > M1 thru Dealer Price > M3 and select Edit > Copy O (or Ctrl+C).
Internet Explorer dialog box displays:
Click on Allow access button. Change product to 155-1000-20 and click the Go button. Select cell Fleet Unit Sales > M1 and select Edit
> Paste P (note: Ctrl+V won’t work). Again, the above Internet Explorer dialog box displays, click on Allow access button.
15. Select File > Save from the menu bar (or click on the Save shortcut button).
16. From menu bar, select Administration > Manage Data Forms F. Expand Forms folder, select BootCampForms folder and follow above steps to Create data form - 2-Operating Expenses.
Column Dimension(s) enter Dimensions/Members:
- Period: IChildren(Q1)
Click on Dimension Properties button to right of Period and after Display: uncheck Member Name and check Member Alias - Scenario: Budget, Actuals
Row Dimension(s) enter Dimensions/Members:
- Account: IDescendants("Operating Expense") Page Dimension(s) enter Dimension/Members:
- Products: 155-1000-10, 155-1000-20 - Total Dealers: “AW 001”, “AW 002”
-Year: FY05, FY06 Properties - Display: Alias
Point of View Dimension(s) enter Dimension/Members:
- Entity: CC6350 -Version: Current
Properties - Display: Alias
note: Preview does not show aliases Click on Save button.
17. In left-hand pane, under Folders, expand Forms, select
BootCampForms and select 2-Operating Expenses data form.
Change Year to FY05 and click Go button. You will see Actuals data that was loaded previously and notice that Budget columns are read-only. This ties back to initial Application set-up when we defined Start Yr.: FY06, Start Period: M1, End Yr.: FY06 and End Period: M12 for Budget.
Asymmetric Data Forms…
18. After reviewing the Operating Expenses form with client, they indicate that they would like a form that has Actual columns for FY05 Final Version by quarter and Budget columns for FY06 Current/Working Version by month.
19. From menu bar on AutoPlan page, select Administration >
Manage Data Forms F. Expand Forms folder, select
BootCampForms folder and follow above steps to Create data form - 3-Asymmetric.
Column Dimension(s) enter Dimensions/Members:
- Scenario: Actuals -Version: Final
click Add Dimension button -Year: FY05
click Add Dimension button - Period: Children(YearTotal)
select checkboxes for Read-only: and Show separator:
click Add Column button and enter Dimensions/Members:
- Scenario: Budget - Version: Current - Year: FY06
- Period: ILvl0Descendants(YearTotal)
Row Dimension(s) enter Dimensions/Members:
- Account: IDescendants("Operating Expense") Page Dimension(s) enter Dimension/Members:
- Products: 155-1000-10, 155-1000-20 - Total Dealers: “AW 001”, “AW 002”
Point of View Dimension(s) enter Dimension/Members:
- Entity: CC6350 Click on Save button.
20. In left-hand pane, under Folders, expand Forms, select BootCampForms and select 3 - Asymmetric data form.
Composite Data Forms…
21. Client likes the new Asymmetric Form, but would like to see if they could have one form to enter both Sales Units and Prices as well as Operating Expenses.
22. From menu bar on AutoPlan page, select Administration >
Manage Data Forms F. Expand Forms folder, select
BootCampForms folder and click on Create Composite button to create data form - 4-Composite.
Edit Composite Window displays:
On Properties tab enter Data Form name “Composite” and click Next button.
On Row/Column Layout tab, select checkboxes for Combine POV and Combine Page. Where the two forms use same Point of View or Page definitions, these displays once and apply to both data forms. Select “Unit Sales and Price” and “Asymmetric” forms, click on Add button to move them under Selected Data Forms and click Save button.
23. In left-hand pane, under Folders, expand Forms, select BootCampForms and select Composite data form.
24. The client likes the new forms that have been created. However, they are concerned that Price values won’t be correct for consolidated members.
25. Calculate the AutoPlan:AutoFin database using (default) calc script.
26. Select 1-Unit Sales and Price data form, change product to 155-1000 and click the Go button.
Notice that prices are adding up across Lev0 Product members. This is the same issue we had before. How can we make it easy for Data Form users to get correct results?