Sleep deprived? Learn how to automate Hyperion Planning tasks without Server Access. Chapter I, creating jobs.
This article is a follow up of the article on the automation of Business Rules without Server Access. I am going to show you how to Import Data, Export Data, Import Metadata, Export Medatata, and Refresh Database on a Planning Application without server access. In the next article, I will show you how to schedule these Jobs without a server access. Say goodbye to coffee, 5 hour energy, and Red Bull!
You might have noticed that when you want to use the Simplified Interface Job Scheduler, the type ofJobs you can schedule are not limited to Business Rules:
In order to schedule a Job, you first need to to create the Job.
Create an Import or Export Job
Open the Console from the Simplified Interface:
Under “Action”, you will find a menu to Export or Import Data. In our case, we will first create a job to export data, then we will write another Job to import the same data.
Select your rows and columns, I selected the Account dimension in rows and the Period dimension in columns. As shown here, I select the entire dimension.
I can select only certain members, clicking on the Member Selector. The Member Selector has all the bells and whistles you can imagine:
You can show aliases, show a member count, add filters to filter by Attribute, Level, or Generation. You also have functions (similar to what is available on a Webform):
Make sure you have a checkmark next to the member or members you selected. In my case, I selected Level 0 Descendants of YearTotal.
Go ahead, define the slice you want to export and then Click on “Save as Job”
and give it a name:
Your job now appears in the list of “Export Data” Jobs, if you click on the link, you can edit it:
Creating a Data Import Job is basically the same as creating an Export Data Job:
Create a Job to Export Metadata
You need to go to Dimensions under the Console to create a Metadata Job.
Select the dimensions you want to export and then click “Save as Job”:
In my case I am going to export all dimension and save it as “Dr Export Metadata”:
it will actually create a zip file under your Import/Export folder:
Create a Job to Import Metadata
The process to create a Job to import metadata is a little bit different. First, you need to select “Import”:
Enter the name of your file admin_ExportedMetadata_Account.csv. Not that it follows the following structure Username_ExportedMetadata_DimensionName.csv:
You can optionally clear members before you refresh metadata.
Click “Save as Job” enter a name for your Job:
Note that you can Refresh the Database if your Import Metadata is successful, pretty neat, isn’t it?