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