Oracle Hyperion Planning data forms are a great way to introduce your accounting and finance teams to Hyperion Planning. These forms provide users with an easy-to-use web interface, similar to Excel, and run business rules when users save the data form, so users can see the results of their efforts very quickly.
Change is difficult, and the length of time between budgeting and forecasting cycles could lead to users needing to read the user documentation to use these forms again. Budgeting cycles are stressful at the best of times. Making users read documentation again is a pain, and really, does anyone want to read documentation? Maybe, if they need help getting to sleep.
With the following tips, you can make your data forms easier to use for Excel users, and leave users hints and tips to jog their memories when they return to the forms a months or even a year later.
1. Tabbed Data Forms
Tabbed data forms are a form of “composite data forms” that allow you to put multiple data forms into the same data form, using tabs to move between the forms. This allows you group similar data forms, setting up the data forms in the order they should be completed. You can write instructions for users to refer to for each data form, and you can have business rules run for each data form included within the tabbed data form.
2. Data Validation Rules
Data validation rules are a great way to let users know when a form is being used correctly, and to flag any data they need to review. These rules can auto-color cells and prepare user messages based on conditions that you set. You could set a “percentage total” cell to be colored red if the percentage amount is over 100%, yellow if it is less than 100%, and green if the amount is exactly 100%.
These rules can also be used to draw user’s eyes to important cells that need data to be entered, or to warn users that calculations may not work if data has not been entered.
3. Task Lists
Task lists are a great way to refresh user’s memories about the budgeting and forecasting process! Basically, you can set up a checklist where users check off steps, with detailed notes on what step to take next. You can also set steps to direct users to data forms, setting the default page drop downs for that data form. Using tabbed data forms with task lists is a great way to show users the way to use the Planning system.
Other steps could be business rules, where the only thing user has to do is click the “Launch” button, and the correct business rule will run. If you have a wiki or other webpage that could help users understand how to use the data forms, you can direct users to a web page from a task list step as well.
This is just scratching the surface of all the helpful things you can do to make Oracle Hyperion Planning data forms easier for users to use and to let them focus on what really matters, their inputs.
I really hope you find this Oracle Hyperion Planning data form primer helpful, please leave any other hints and tips you’ve found helpful below, or feel free to ask for more information on any of the tips above.
Author: Nathan Low, Performance Architects