Configuring Oracle Hyperion Planning Export Profiles

Export profiles are included in the application template to output dimensions to Oracle Hyperion Planning. The export profiles are:

  • Planning Account

  • Planning Attribute

  • Planning Currency

  • Planning Entity

  • Planning Generic

  • Planning SmartList

These export profiles use the Dimension and Dimension Type properties configured for versions in Data Relationship Management to determine which hierarchies, nodes, and properties should be exported to Oracle Hyperion Planning. The exports are configured to use the Membership properties managed for hierarchy nodes to filter the export results to only nodes that are marked as Parent Members or Base Members.

You can add a filter to an export profile, add additional columns, and make other custom modifications to the export profiles loaded from the Oracle Hyperion Planning application template. You will need to modify these exports to support optional configurations for multiple aliases, different Plan Types, Weeks Distribution, Attribute Dimensions, and other Oracle Hyperion Planning-specific capabilities.

Two key points when modifying the export profile are:

  • Ensure that the properties needed for Oracle Hyperion Planning are present in the columns section of the export.

  • Ensure that the header record matches the columns in the export and specifies the correct label for the outline load utility for that column.

It is best practice to make a copy of the predefined export profiles and use the copy to modify/ customize so that you have easy access back to the original if needed. If the original is lost or deleted it can be reloaded from the application template.