October 11, 2009

Just Released - Look Smarter with Oracle Hyperion Planning: End User Guide

Planning End User Guide
In case anyone missed the press release, Tracy McMullen (Best.Coauthor.Ever.) and I released our newest book today. "Look Smarter Than You Are with Oracle Hyperion Planning: End User's Guide" came out this morning with a retail price of $29.95. If you're at OpenWorld, you can pick up a copy at the interRel kiosk in the Hyperion Pavilion at the Intercontinental Hotel. If you're off site,go to our publisher for a copy at LuLu.com:
http://stores.lulu.com/tracyamcmullen

If you've been waiting for this book to come out so you can buy copies for your entire user community, e-mail Danielle White, dwhite(at)interrel.com. She can arrange a bulk purchase for 30% off retail.

What's In The Book
We cover both the web and Smart View interfaces to Hyperion Planning. The screenshots are all from 11.1.1, but the book is usable by anyone on System 9 or 11x. The format of the book is a bit...different than your normal user manual. Here's the opening paragraph of the book:
Let’s face it: computer books are boring. So to make your job learning how to be an end user of Oracle Hyperion Planning a bit more interesting, we’ve decided to weave a musical comedy throughout this book. Bear with us, because we assure you that this will be far more entertaining than it sounds at the moment; however, if musicals “just aren’t your thing”, you can skip through the few scattered musical interludes and go straight for the Planning content. Don’t complain to us when it’s boring, though.
That's right: the world's first musical computer book. Yes, we're quirky. If you want the details of what's in the book, here's the complete table of contents:

SCENE 1: AN ORACLE PLANNING IMPLEMENTATION MUSICAL 1
  • PROLOGUE 1
  • A SEQUEL 2
  • BIG NEWS 3
SCENE 2: INTRODUCTION TO ORACLE HYPERION PLANNING 5
  • YOU GOT SERVED… WHAT’S A SERVER? 7
  • APPLICATIONS AND PLAN TYPES DEFINED 8
  • DIMENSIONS DEFINED 9
  • STANDARD PLANNING DIMENSIONS 14
  • THE PLANNING UNIT 21
SCENE 3: PLAN OVER THE WEB 22
  • THE PLANNING WEB CLIENT 22
  • WHAT IS THE WORKSPACE? 23
  • ADVANCED MODE VS. BASIC MODE 27
  • ENTER PLAN DATA 31
  • USE TASK LISTS 37
  • USE RIGHT CLICK MENUS 44
  • ADJUST AND SPREAD 45
  • ATTACH DOCUMENTS TO DATA FORMS 62
  • ADD SUPPORTING DETAILS 67
  • ADD CELL TEXT 70
  • ADD ACCOUNT ANNOTATIONS 72
  • PRINT AND EXPORT A DATA FORM 74
  • MISCELLANOUS PLANNING FEATURES 77
  • RUN A BUSINESS RULE 81
SCENE 4: PLAN IN EXCEL 88
  • GET STARTED 89
  • ENTER PLAN DATA IN SMART VIEW 98
  • SMART VIEW OPTIONS 106
  • BUILD MODELS IN SMART VIEW 108
  • AD HOC ANALYSIS WITH IN A FORM 112
  • SMART SLICES IN A DATA FORM 122
  • REPORT DESIGNER 134
  • OFFLINE PLANNING 151
SCENE 5: REVIEW AND APPROVE THE PLAN 163
  • INTRODUCTION TO WORKFLOW 163
  • MANAGE WORKFLOW 166
  • COPY VERSIONS 174
  • ANNOTATE THE PLAN 177
  • SCENE 6: PLANNING, MY WAY 180
  • SET PREFERENCES 180
  • SET USER VARIABLES 186
  • EPILOGUE 189
APPENDIX I PREPARE FOR BOOK EXERCISES 191
  • SET UP 191
  • UPDATE FORM SETTINGS 193
  • PROVIDE INFORMATION TO END USERS 196
  • WHAT’S MISSING? 196
  • MY PLANNING APPLICATION 197
APPENDIX II OTHER STUFF 200
  • NOTE ON THIS BOOK 200
  • NOTE ON PLANNING VERSIONS 200
  • WHY IS THIS OPTION GRAYED OUT IN SMART VIEW? 200
  • YOU HAVE BOTH EXCEL ADD-IN & SMART VIEW 201
  • QUICK QUIDE TO SMART VIEW MENUS 202
  • FINAL SONG 204
Planning Admin Guide
Originally, we were going to simultaneously release the Planning Admin and End User guides when Planning 11.1.2 came out some time in 2009. Now that the release date for 11.1.2 has slipped until February 2010 (or later), we've decided not to wait for it to release the End User guide. The goal for the Admin guide is to get it out sometime in the next 3 months. Publishing dates are notoriously fickle things, though, so keep watching here for updates on release dates.

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