Automating Tasks in Oracle Hyperion Financial Management, Fusion
Edition 11.1.2PurposeThis tutorial covers automating load and
consolidation tasks in Financial Management.Time to
CompleteApproximately 30 minutes.OverviewThis tutorial covers
creating a taskflow for automatically loading and consolidating
data. You create a taskflow by defining it and adding a Stage 1
task to load data and a Stage 2 task to consolidate data. Next, you
add a link to each stage. The link to the Stage 1 task enables the
taskflow to proceed to the Stage 2 task if the Stage 1 task is
completed successfully. The link to the Stage 2 task ends the
automation process. Finally, you test the taskflow to ensure that
it loads and consolidates the data automatically.ScenarioYour
company asked you to create and test a taskflow that automatically
loads and consolidates data for a parent entity.PrerequisitesBefore
starting this tutorial, you should:1.Have access to or have
installed Oracle Hyperion Financial Management, Fusion Edition
11.1.2.
2 .Have access to or have installed a Financial Management
application (The SIMPLE application is used for this tutorial.)
3.Have created a parent entity (California is used as a parent
entity for this tutorial.)
Creating a TaskflowYou create a taskflow by defining a taskflow
and adding Stage 1 and Stage 2 tasks to it. Next, you add links to
the Stage 2 and Stage 1 tasks.Defining a Task Flow1.On your
desktop, perform the following actions:a.Double-click
theWorkspaceicon.b. Enter user nametrnadminand passwordhyperion.c.
ClickLog Onto log on to Workspace.
2.In Workspace, selectNavigate > Applications >
Consolidation > SIMPLE.
3.In the SIMPLE application, selectAdministration > Manage
Taskflows.
The Taskflow Listing Summary page is displayed.
4.ClickNew.
The Define Taskflow page is displayed.
5.Perform the following actions:a. In the Name box,
enterLoadandConsolidateCA.b. In the Description box, enter " To
automate loading and consolidating data for California."c.
ClickSubmit.
The Taskflow page is displayed.
6.Verify that the name of the taskflow isLoadandConsolidateCA,
and that the name of the stage isStage 1.
You successfully defined a taskflow.
Adding Stage 1 and Stage 2 Tasks
1.On the General tab, perform the following actions:a. In the
Name box, enterLoadData.Tip: No spaces are allowed in stage
names.b. In the Description box, enterLoad Data.c. Under Run As,
enter user nameadminand passwordwelcome1.
2.On the Processing tab, perform the following actions:a. In the
Application list, select theSIMPLEapplication.b. In the Action
list, selectLoad Data.c. Enter or select the following
parameters:ParameterTypeEntry/Selection
Data FileText boxc:\SIMPLE\AllData.dat
Log FileText boxc:\SIMPLE\AllData.log
DelimiterText box;
ModePicklistReplace
Accumulate within FilePicklistFalse
Contains Ownership DataPicklistFalse
3.On the Starting Event tab, perform the following actions:a. In
the Starting Event list, selectScheduledEvent.b. Enter a start date
and start time.Tip:You can enter any date and time.
Note:The server date is the time on the Financial Management
application server.
4.ClickAdd Stageto add the Stage 2 task to the taskflow.
5.On the General tab, perform the following actions:a. In the
Name box, enterConsolidateCA.Tip: No spaces are allowed in stage
names.b. In the Description box, enterConsolidate California.c.
Under Run As, selectInitiator.
Note:The server date is the time on the Financial Management
application server.
6.On the Processing tab, perform the following actions:a. In the
Application list, select theSIMPLEapplication.b. In the Action
list, selectConsolidate.
7.Under Parameter Name, perform the following actions:a. In the
point of view (POV) list, selectUrl.b. Click theEditlink.
The POV page is displayed.
8.Under POV, select the following dimensions: Category:Actual
Year:2010 Period:July Entity:UnitedStates.California
ClickOK.
9.In the Type list, selectPicklist, and in the list to the right
of the Type list, selectAll With Data.
You successfully added Stage 1 and Stage 2 tasks to the
taskflow.
Adding Links to Stage 2 and Stage 1 TasksYou add a link to stage
2 to end the automation and then add conditional links to stage
1.1.SelectConsolidateCA, and clickAdd Link.
2.On the General tab, perform the following actions:a. In the
Name and Description boxes, enterEnd.b. In the Receiving Stage
list, selectEnd.
You successfully added a link to the Stage 2 task.
3.SelectLoadData.
4.ClickAdd Link.
5.On the General tab, perform the following actions:a. In the
Name and Description boxes, enterSuccess.b. In the Receiving Stage
list, selectConsolidateCA.
Note:You define the receiving stage as ConsolidateCA, because
the taskflow proceeds to Stage 2 if the data load is
successful.
6.On the Condition tab, perform the following actions:a. In the
Variable list, selectLoadData_Result.b. In the Relational Operators
list, selectEqual to.c. In the Value list, selectSuccess.d.
ClickAdd.
7.Under Condition, ensure that the condition
displaysLoadData_Result Equal to Success, and clickAdd Link.
8.On the General tab, perform the following actions:a. In the
Name and Description boxes, enterFailure.b. In the Receiving Stage
list, selectEnd.
9.On the Condition tab, perform the following actions:a. In the
Variable list, selectLoadData_Result.b. In the Relational Operators
list, selectEqual to.c. In the Value list, selectFailure.d.
ClickAdd.
10.Under Condition, ensure that the condition
displaysLoadData_Result Equal to Failure, and clickSaveto save the
taskflow.
The Taskflow Listing Summary page is displayed.
Testing the TaskflowAfter creating the taskflow, you are ready
to test it.1.On the Taskflow Listing Summary page, select the
taskflow, and clickRun Now.
The system displays the following message: "Taskflow Initiated
successfully."
2.ClickOK.
3.SelectAdministration > View Taskflow Status.
The Taskflow Status Summary page is displayed.
4.Perform the following actions:a. In the Status list,
selectAll.b. In the Application list, selectSIMPLE.c. In the
Taskflow list, selectLoadandConsolidateCA.d. ClickSearch.
The taskflow is displayed as a line item.
5.Select theIDlink to view information about the taskflow.
The Taskflow Participant Summary page is displayed.
6.Confirm that the task was completed successfully.
7.SelectAdministration > Task Audit.
8.ClickView,and review the Load and Consolidate tasks in the
Task Audit list.
You successfully created and tested a taskflow that automates
loading and consolidating tasks.
SummaryIn this tutorial, you learned how to: Create a taskflow
Test the taskflow