Planning Outline Sort

Planning Outline Sort

Jim
Jim

March 16th, 2012, 4:39 pm #1

Looking for an efficient way to sort an outline in Planning. We have financial reports that are based off of the Entity dimension, each page in the report is a separate entity. The report is sorting the entities based on the outline order. So if I want to change the order, print one entity before another, I go into the outline and move the entity above the other (painstakingly). Do you know of a better method than what I am describing, hopefully this made a bit of sense ?
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Joined: November 26th, 2001, 10:15 pm

March 16th, 2012, 6:38 pm #2

I'm pretty sure there's a button that does it.

Yes, here it is:
http://docs.oracle.com/cd/E17236_01/epm ... 02s04.html

And there's a utility to do it as well:
http://docs.oracle.com/cd/E17236_01/epm ... 06s04.html

Does this do what you want?

Regards,

Cameron Lackpour
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Jim
Jim

March 16th, 2012, 9:40 pm #3

Cameron,
I see you about every year at KScope, I owe you one. This was exactly what I was looking for, something that did a mass sort on the members.
I appreciate it.
Jim
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Jim
Jim

March 16th, 2012, 9:43 pm #4

I'm pretty sure there's a button that does it.

Yes, here it is:
http://docs.oracle.com/cd/E17236_01/epm ... 02s04.html

And there's a utility to do it as well:
http://docs.oracle.com/cd/E17236_01/epm ... 06s04.html

Does this do what you want?

Regards,

Cameron Lackpour
Does sorting the outline require a refresh, recalc ? The sorting is occurring on the Entity dimension.
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Joined: November 26th, 2001, 10:15 pm

March 17th, 2012, 1:04 pm #5

First off, I *really* encourage you to do this on a test copy of your database. This is a one-way trip with no undo.

Secondly, yes, you will need to refresh it.

Thirdly, yes, a full reaggregation (just to be safe) will be required.

And all of that is going to mean that you really (well, at least I would do this) need to check that nothing completely unexpected happens to your data. I've never personally hit that button, but depending on how much sorting (how deep) happens, you may be somewhat surprised at the results.

I write this cautionary note because I had a client that hit the button without realizing it wasn't just for his viewing purposes -- it resorted everything (which I guess isn't all that surprising) which then *crashed* Essbase on form calcs because it created forward references of Entities (I can tell you, I don't remember a whole lot from that project, but that particular day is burned forever in my mind, which I thought I was losing.) Actually, I no longer remember the calc that died but I do know that it threw .xcp files left, right, and center. Shudder.

Regards,

Cameron Lackpour
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Joined: November 26th, 2001, 10:15 pm

March 17th, 2012, 1:05 pm #6

And you are. :)

Say hello to me at KScope -- I should be there, hopefully a little less distracted than I was last year.

Regards,

Cameron Lackpour
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