Hyperion Planning(PBCS)

Fundamentals
 Types of EPM applications

• Planning or PBCS
• Profitability and Cost Management or PCMCS.
• Financial Consolidation and Close or FCCS
• Account Reconciliation or ARCS
• Tax Reporting or TRCS
• Narrative Reporting.
 Overview of PBCS

PBCS has the following features:

 Multidimensional data structure
 Target setting and bottom-up planning
 Iterative planning cycles
 Complex business rules and allocations
 Web-based data entry; management of the planning cycle through Web or Excel interface.
 Currency conversion for multicurrency applications
 Headcount and salary expense modeling
 Metadata and data synchronization between Planning applications and other Hyperion products
 Enhance decision making capability
 Integrate with reporting system for report and analysis
Cube View
PBCS application at DLR
Metadata
Yardi/ERP Actual data EDMCS

Staging
Layer/Database
EPM/PBCS Reporting data

Budget data
BI tools
Components of PBCS Application
 Dimensions

Structural elements of an application that describe and hold data.

Account Entity
Period

Dimension Hierarchies
Parent
Child of GrossMargin;
parent of Sales and
OtherRevenues

Descendants of
GrossMargin
Metadata
3689.00 Data

Sales
Actual
Manhattan Metadata
January
Cola

January actual sales for cola in Manhattan are

3689.00.
Dimensions and Data
Data aggregates
to parents based on
aggregation options.
+ Add
Data is input
into base-level - Subtract
members. * Multiply
/ Divide
~ Ignore
Plan Types or Cubes
• Plan types are Essbase cubes acts like backend databases,
planning allows multiple plan types as below.
• Custom cubes
• Prebuilt configurable plan types as below
• Capex
• Workforce
• Financials
• Projects.. Etc.

• Plan types also categorized as Aggregated storage option(ASO) or

Block storage option(BSO)
Multidimensional View of Information
Profit
Total Exp.
Margin
Cogs
East West
Actual Budget Actual Budget
TV Jan
Feb
Mar
Qtr 1 Denver
VCR Jan
Feb LA
Mar SF
Qtr 1 West
February March
Actuy al Actual Budget
Budget
Sales Camera
TV
VCR
Audio
Margin Camera
TV
VCR
Audio

apps2fusion.com
Loading Data into PBCS
• Data load through data forms
• Import and export data
• Data management
• Smartview
• Dashboards
• Tasks
• Navigation flows
• Reports
• Security
• Dimension Security
• Valid Intersections
• Cell Level Security
• Variables
• Migration
• Audit
• Rules
• Clear & Copy
• Approvals