IS IT POSSIBLE TO CREATE SMART LIST THROUGH ESSBASE?
  • Till now we might have observed that Smart List is used only in Hyperion Planning.
  • Every Smart List member is associated with a Label ID number which internally stores numeric data into Essbase, as Essbase is the backend for Hyperion Planning.
  • Below are the topics which can help us to know the concept of Smar tList:
    • What is SmartList?
    • SmartList through Planning
    • How to create SmartList through Essbase?
WHAT IS SMART LIST…..?
  • A Hyperion smart list is a custom pre-defined drop-down list of possible values that can be selected for data entry by users on Hyperion Planning Data Cells.
  • Below is the simple example of real time scenario which is used in an organisation.
  • For ex: if we take lists of Employee, we may have different types of Employees like part-time employee, full-time employee and contractual employee in an organization.
  • We can create drop down list for Employee member to select based on the requirement whether it may be full-time/part-time/contractual.
  • This drop-down List of Employees is used during the salary given to an employee in an organization.It would be easier through Smart List for an organization for paying the salary by selecting the Employee's designation(i.e.,full-time/part-time/contractual).
SMART LIST THROUGH PLANNING
  • Let us have a basic idea on creating Smart List in planning.
  • In planning Smart lists are used in Data forms.
  • Administration->Manage->Smart list is the basic step to create smart list, the created smart list is to be tagged to the member we require.

  • Smart List is a Datatype available in Planning which we can see in Dimension creation.
  • Smart List is the data type available in dimension creation.
    
  • In this way Smart List is achieved in forms.
               
          HOW TO CREATE SMART LIST THROUGH ESSBASE….?
  • Typed Measure is the concept used in Essbase which is same as Smart list in Planning.
  • Typed Measure will allow Essbase to accept not only numeric. 
  • It also allow "Text, Date, Boolean" type of data. But in turn it stores as ID in database. ID is a numeric value which assigned to any of the type we use as input like Smart List
  • Below are the steps to be followed to create Smart List in Essbase:
  • First we need to open outline, go to properties tab, change Typed Measures to true.
  • We can change  Typed Measures functionality from numeric to text/boolean/date, but here by enabling it to true we are going to use that in Smart List concept.
  • We can also use Typed Measure concept in Calculation Scripts using date functions as we can change it to Date.
  • Typed Measure functionality differs in the way we use.

  • Next go to Text List Manager tab,
  • There we need to create new list which we require, in this example, I have created Product types as a new list.
  • I want some chocolate products as a drop-down list, so I have created some of the products as list like Cadbury, Bournville, Milkybar.
  • Now the list we want is ready, but we need to assign this smart list to some member. As I have created product types as a list, I will assign to a Product member.
  • Let us see how to assign the list created:
  • Now we need to go for member  properties for next step.
  • We need to change the type to “text” from “numeric”, next select the list created(i.e., Product types).
  • Now go to excel and connect to smart view, observe the list we created.
  • So in the above way smart list got created with product types.
  • Now we can select the item we need from drop-down list and submit the data.
  • In this way we can achieve Smart List through Essbase.


By
Sahiti Bandaru.

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