1z0-533: Oracle Hyperion Planning 11 Essentials

The budget office analyst needs to enter and plan data, use the Planning spreading feature that allow users to spread budget data based on last year's actuals, and modify data forms. What two roles should be provisioned for this user?

Grid Spread
Planner
Interactive User
Mass Allocate
Offline User

Correct answer: BC

Explanation:

Planner:The majority of Hyperion Planning users are planners who are responsible for department or project budgets. They conveniently work over the Web or the Spreadsheet Add-in to:Enter, submit, and view data Use pre-defined policies, procedures, routines, reports, and worksheets to enter, analyze, and report on application data Interactive User:Examples of an interactive user include a department head, sales director, or unit manager who submits budget information and data for approval. Interactive users can enter and view data. They can also create, maintain, and initiate:Data entry forms on the Web Spreadsheet Add-in worksheets Reports using Hyperion Reports Integrations using Hyperion Application Link Business rules using Hyperion Business Rules

Planner:

The majority of Hyperion Planning users are planners who are responsible for department or project budgets. They conveniently work over the Web or the Spreadsheet Add-in to:

Enter, submit, and view data

Use pre-defined policies, procedures, routines, reports, and worksheets to enter, analyze, and report on application data

Interactive User:

Examples of an interactive user include a department head, sales director, or unit manager who submits budget information and data for approval. Interactive users can enter and view data. They can also create, maintain, and initiate:

Data entry forms on the Web

Spreadsheet Add-in worksheets

Reports using Hyperion Reports

Integrations using Hyperion Application Link

Business rules using Hyperion Business Rules

You are designing the storage properties for your Planning application. What two design principles should you follow related to the dynamic calc storage property?

Dynamically calculated members should roll up to stored members.
You cannot calculate and store dynamic calculated members in calc scripts and business rules.
Consider dynamic calc members on sparse parents with 100 t children.
Tagging upper-level members of sparse dimensions can reduce block size.
If you use a large number of dynamic calcs, you should consider increasing the Dynamic Calculator Cache.
Consider Dynamic Calc and Store over Dynamic Calc.

Correct answer: BE

Explanation:

B:"If you specify a Dynamic Calc or Dynamic Calc and Store member explicitly in a calculation script, the calculation script fails. You cannot do a calculation script calculation of a Dynamic Calc or Dynamic Calc and Store member. To use a calculation script to calculate a member explicitly, do not tag the member as Dynamic Calc. E: The dynamic calculator cache is a buffer in memory that Essbase uses to store all of the blocks needed for a calculation of a Dynamic Calc member in a dense dimension (for example, for a query). Incorrect answer:F: Storing the information is no advantage in this scenario.

B:

"If you specify a Dynamic Calc or Dynamic Calc and Store member explicitly in a calculation script, the calculation script fails. You cannot do a calculation script calculation of a Dynamic Calc or Dynamic Calc and Store member. To use a calculation script to calculate a member explicitly, do not tag the member as Dynamic Calc.

E: The dynamic calculator cache is a buffer in memory that Essbase uses to store all of the blocks needed for a calculation of a Dynamic Calc member in a dense dimension (for example, for a query).

Incorrect answer:

F: Storing the information is no advantage in this scenario.

Identify the two true statements with regard to Versions and Scenarios.

Versions control data entry based on time periods set by the administrator.
There is only one Version to one Scenario.
Versions allow several "what-if" Scenarios.
Users must have the same security settings in the Version dimension as they have in the Scenario dimension.
Versions can be top down or bottom up.

Correct answer: CD

Explanation:

C: You use the Scenario and Version dimensions to create individual plans to be reviewed and approved. Each scenario/version combination contains its own set of data for the accounts and other dimensions of each entity. After users complete data entry for an entity for a specific scenario and version, they can submit or promote the data for the entity to another user for review and approval. The intersection of entity, scenario, and version is referred to as a planning unit. Planning tracks the status of each planning unit as it moves through the review process. D: Seems likely.

C: You use the Scenario and Version dimensions to create individual plans to be reviewed and approved. Each scenario/version combination contains its own set of data for the accounts and other dimensions of each entity. After users complete data entry for an entity for a specific scenario and version, they can submit or promote the data for the entity to another user for review and approval. The intersection of entity, scenario, and version is referred to as a planning unit. Planning tracks the status of each planning unit as it moves through the review process.

D: Seems likely.

Identify two times when a security refresh needs to be performed.

Member access has been assigned to a group.
Member access has been assigned to a user.
New group is created.
A new Member "East" has OnDESCENDANTSCREAD.access assigned.
New business rule is created.

Correct answer: AB

Explanation:

After you establish or update user and group security, the Planning application needs to be refreshed to complete the update to Analytic Services security filters. Incorrect:D: This options badly worded. We here assume that the security of the member has not changed.C, E: no security has changed.References:

After you establish or update user and group security, the Planning application needs to be refreshed to complete the update to Analytic Services security filters.

Incorrect:

D: This options badly worded. We here assume that the security of the member has not changed.

C, E: no security has changed.

References:

What four prebuilt actions are available In EAS Business Rules?

Aggregate
Copy Data
Clear Block
Clear Data
Create Block
Allocate

Correct answer: ABDE

Explanation:

You can choose from four possible actions to include in a graphical business rule: AggregateData, Copy Data, Clear Data, and Create Blocks. Note:Aggregate Data —Use to calculate your database by specifying which dimensions to calculate and what calculation options you want to use during the aggregation. Copy Data—Use to copy data from one part of your database to another. You select the source data to copy and then specify the target or destination value. Clear Data—Use to define a subset of data that will be cleared from the database before a new value is added. You can choose either to clear cells or to clear blocks of data. Create Blocks—Use to specify a data slice to ensure that blocks are created for all sparse member combinations in that slice.

You can choose from four possible actions to include in a graphical business rule: Aggregate

Data, Copy Data, Clear Data, and Create Blocks.

Note:

Aggregate Data —Use to calculate your database by specifying which dimensions to calculate and what calculation options you want to use during the aggregation.
Copy Data—Use to copy data from one part of your database to another. You select the source data to copy and then specify the target or destination value.
Clear Data—Use to define a subset of data that will be cleared from the database before a new value is added. You can choose either to clear cells or to clear blocks of data.
Create Blocks—Use to specify a data slice to ensure that blocks are created for all sparse member combinations in that slice.

Identify the two true statements assuming you are working with a single application with multiple plan types.

A user-defined custom dimension may exist in one plan type but not the other plan types.
A user-defined custom dimension may have members in one plan type but not the remaining plan types.
All members in the entity dimension must exist in all plan types.
All members in the accounts dimension must exist in all plan types.
All periods must exist in all plan types.

Correct answer: AE

Explanation:

A: Properties for User-Defined Custom Dimensions include property Valid for Plan Types which is used to select plan types for which the dimension is valid.Clearing this option makes all members of the dimension invalidfor the deselected plan type. User-defined custom dimensions differ from the Entity and Account dimensions in that you assign valid plan types at the dimension level, not at the member level. All members of a user-defined custom dimension are valid for plan types assigned at the dimension level. Note: Specify one to three plan types for the application. A separate Essbase database is created for each plan type. You cannot change the name or number of plan types after creating an application. As you create accounts, entities, and other elements of the application, you associate them with plan types, so the database for each plan type contains only information relevant to the plan type. This optimizes application design, size, and performance.

A: Properties for User-Defined Custom Dimensions include property Valid for Plan Types which is used to select plan types for which the dimension is valid.

Clearing this option makes all members of the dimension invalidfor the deselected plan type.

User-defined custom dimensions differ from the Entity and Account dimensions in that you assign valid plan types at the dimension level, not at the member level.

All members of a user-defined custom dimension are valid for plan types assigned at the dimension level.

Note: Specify one to three plan types for the application. A separate Essbase database is created for each plan type. You cannot change the name or number of plan types after creating an application.

As you create accounts, entities, and other elements of the application, you associate them with plan types, so the database for each plan type contains only information relevant to the plan type. This optimizes application design, size, and performance.

What are the correct predefined types of base time periods that can be established when creating the calendar in a planning application?

Weekly, Monthly, Quarterly, Custom
Monthly, Quarterly, Custom
Monthly, Quarterly, Weekly
Weekly, Monthly, Quarterly, Yearly, Custom
Only Custom periods are possible.

Correct answer: B

Explanation:

To set up the calendar:1. In the Classic Application Wizard, click Calendar. 2. Select a Base Period option to set how calendars roll up:12 Months: Four quarters per year; months roll up into parent quarters and quarters into years. Quarters: Quarters roll up into years. Custom: A custom time period, such as weeks or days.Etc. Note:The calendar establishes the application’s base time periods, starting fiscal year and month, and total number of years. Select the base time period and monthly distribution pattern based on the number of fiscal weeks in a month. The base time period options are the bottom-level time periods in the application. You can create a custom base time period, such as weeks or days. Use monthly distribution patterns to determine how data entered into a summary time period is distributed or spread among the base time period you select. During data entry, users can enter data into summary time periods, such as years or quarters. Planning distributes these values over the base time periods that constitute the summary time period.

To set up the calendar:

1. In the Classic Application Wizard, click Calendar.

2. Select a Base Period option to set how calendars roll up:

12 Months: Four quarters per year; months roll up into parent quarters and quarters into years.
Quarters: Quarters roll up into years.
Custom: A custom time period, such as weeks or days.

Etc.

Note:

The calendar establishes the application’s base time periods, starting fiscal year and month, and total number of years. Select the base time period and monthly distribution pattern based on the number of fiscal weeks in a month. The base time period options are the bottom-level time periods in the application. You can create a custom base time period, such as weeks or days. Use monthly distribution patterns to determine how data entered into a summary time period is distributed or spread among the base time period you select. During data entry, users can enter data into summary time periods, such as years or quarters.

Planning distributes these values over the base time periods that constitute the summary time period.

Identify the three characteristics of the Scenarios dimension.

Security can be assigned to members of the Scenario dimension.
It allows the administrator to assign valid periods for data entry
It allows bottoms up or target planning
Exchange rate tables are tied to the Scenario dimension.
One member in the scenario dimension may be valid for Plan Type.

Correct answer: ABD

Explanation:

A: Specify access rights to members of the Scenario dimension for groups or users. Access rights determine users or groups can view or modify data. A user or group can have only one of these access rights: Read, Write, or None. Access rights for a user can be combined based on groups to which the user belongs.B: When creating a scenario For Start Yr., Start Period, End Yr., and End Period are used to select the time period to associate with the scenario.D: The Scenario dimension has an Exchange Table property with value of the name of an exchange rate table defined in the application.

A: Specify access rights to members of the Scenario dimension for groups or users. Access rights determine users or groups can view or modify data. A user or group can have only one of these access rights: Read, Write, or None. Access rights for a user can be combined based on groups to which the user belongs.

B: When creating a scenario For Start Yr., Start Period, End Yr., and End Period are used to select the time period to associate with the scenario.

D: The Scenario dimension has an Exchange Table property with value of the name of an exchange rate table defined in the application.

Which three components can be changed after the creation of the Planning application?

Number of years
Names of plan types
Number of plan types
Initialization of WFP or CapEx Planning modules
Weekly distribution spread
Year Dimension Name
Default Currency

Correct answer: ADF

Explanation:

Note: WFP – Workforce planning. Oracle Hyperion Capital Expense Planning (CAPEX) software is a specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance.

You need to create a highly formatted, printable Income statement for each store in your company. Each report should be emailed to the store manager at the close of each week (each store has a different store manager). What is the best way to deliver this solution?

With Financial Reporting, create a book for each store that contains a P&L for each store and use the book to distribute the reports to store managers via email.
With Financial Reporting, create a store P&L and use batch bursting to distribute the report to store managers via email.
With Web Analysis, create an income statement that store managers can log in and access.
Within Smart View Report Designer, use the Cascade feature to generate and distribute each store income statement via email.
Create a Planning P&L Data form and use email notification to send to store managers.

Correct answer: D

Explanation:

In addition to other capabilities, the Report Designer provides cascaded output of reports in Excel. This will enable end users to create a report in Excel and cascade it to separate sheets based on members of a dimension not included as part of the report.