image_1.pngCopyright©2024 Yonyou Group All rights reserved.Without the written permission of Yonyou Group, no part of this user manual may be copied, reproduced, translated, or reduced for any purpose. The content of this user manual may change without notice, please stay informed.Please note: The content of this user manual does not represent a commitment made by Yonyou Network.GlossaryDimension: Refers to the specific classification that provides multiple interpretations of an account. An indicator can be interpreted according to multiple dimensions.Dimension member: A member of a dimension;Dimension Hierarchy Structure: The hierarchy structure of a dimension defines the structure and aggregation relationships between dimension members. These relationships are represented using expandable hierarchical charts;Dimension Attributes: Attributes are a standard for classifying dimension members, which can add additional levels of granularity to the data. When an attribute is defined for a dimension, an attribute value can be assigned to each dimension member.OverviewThe enterprise performance platform provides public capabilities for applications in the field of enterprise performance services.In the field of enterprise performance services, there will be multiple products involving data, such as consolidated statements, budget planning, and corporate reports. Common services among these products will be maintained uniformly at the corresponding nodes of the enterprise performance management platform.image_2.pngProduct Architecture DiagramApplication ValueThe enterprise performance platform, as a public platform in the field of enterprise performance, can maintain a public dimension library. When clients need to centrally maintain a unified organizational system, products, and other dimensions for purchasing plans, budgets, and corporate reports, they can manage them uniformly in the enterprise performance platform - Dimension Management.The enterprise performance platform provides public data permission management for the dimensions of the enterprise performance platform, budget planning, and corporate reports. Enterprise administrators can manage permissions uniformly or manage them individually based on application permissions.The enterprise performance platform provides a task center that allows for unified management of long tasks such as consolidated reports, budget planning, and corporate reports. Enterprise administrators can manage these tasks uniformly or manage them individually based on application permissions.The enterprise performance platform can centrally manage the business logs of consolidated reports, budget plans, and corporate reports. Enterprise administrators can manage them uniformly or manage them separately according to application permissions.The enterprise performance platform can uniformly monitor and manage the resource situation of merged services and budget report services, avoiding issues such as freezing or downtime caused by resource constraints.Application ScenariosScenario 1: Dimension Application ScenarioBusiness DescriptionThe dimension provides the basic data for building business models for business applications.Custom dimensions can be created based on the scenario or reference public files from the BIP platform as dimensions applicable to the EPM domain.Multi-systems can be created based on scenarios, and the convolution relationships between dimension members can be set.Business Processimage_3.pngimage_4.pngApplication ListServiceDescriptionDimension ManagementUsed to maintain dimensions at the common level or application level for planning budgets and corporate reportsInitial PreparationAssign dimension management node permissions and corresponding application permissions under the node to users or roles.Basic Data Preparation for Dimensions:NameCodeModel RequiredConvolutionDimension DescriptionImplementationEntityENTITYRequiredCompany Structure LevelManual ConfigurationAccountACCOUNTRequiredConvolutionReport & Account LevelManual ConfigurationCurrencyCURRENCYRequiredAll Currencies within the GroupManual ConfigurationScenarioSCENARIORequiredPredefined Members: Actual, Budget, Forecast, PreActualMembers based on budget scenarios can be addedVersionVERSIONRequiredPredefined Members: v0, av1-av3Versions can be addedTimeTIMERequiredPredefined Years can be Four Structures: Year Half Year Quarter Month, Year Quarter Month, Year Month, YearaddedMeasure DimensionVIEWOptionalPredefined Members: HYTD, Periodic, QTD, YTDYears can be addedP DimensionP1~P12OptionalYesCustom DimensionManual ConfigurationCustom DimensionCustomOptionalYesCustom Dimension or Introduced Platform FilesManual ConfigurationScenario 2: Data Permission Application ScenarioBusiness DescriptionDecide whether to enable permission management for the corresponding resources based on the requirements;When permission management is enabled, administrators can assign permissions to various resources at the data permission allocation node.Control the data scope accessed by business users at business nodes by assigning data permissions for resources to users or roles.Business Processimage_5.pngApplication ListServiceDescriptionBusiness ParametersUsed to define whether permission control is enabled for various resources in the applicationData Permission AllocationUsed to assign different permissions for different types of business objects based on users or rolesData Permission ReportUsed to query the permissions that have been allocated under each applicationInitial PreparationAssign business parameters to users or roles, allocate data permissions, report node permissions for data permissions, and permissions for corresponding applications under the nodes.According to business needs, enable permission control for relevant resources:Parameter NameParameter DescriptionDimension/System Enable Permission ControlControls whether permission control is enabled for dimensions, default is not enabled. During business processing such as reporting, dimension members are not filtered by permissions. Permission control can be enabled based on business needs.Form Enable Permission ControlControls whether access to forms is enabled with permission control, default is not enabled. This means that users do not have their access to forms filtered by permissions when accessing forms at nodes like the budget data center. Permission control can be enabled based on business needs.Process Control Form PermissionIndicates whether the form is controlled by the process, meaning access to the form is no longer based on data permission allocation but rather on whether the user is an operator in the process node. Default is not enabled. Permission control can be enabled based on business needs.Task Flow Enable RightsControls whether permission control is enabled for task flows, default is not enabled. This means that users can access all processes in task flow settings and activation nodes. Permission control can be enabled based on business needs.Use Task FlowControls whether to enable processes in budget planning, default is not enabled. Task flow can be enabled based on business needs.Scenario 3: Task Center Application ScenarioBusiness DescriptionAdministrators/business users perform business operations under the business application;Enterprise administrators/long task operation users can view and manage corresponding tasks uniformly or according to their permissions in the task center.Business Processimage_6.pngApplication ListServiceDescriptionTask CenterUsed for monitoring and managing time-consuming and resource-intensive tasks in the field of enterprise performanceInitial PreparationAssign task center functional permissions to users or their roles.Assign functional permissions of the corresponding applications under the task center to users or their roles.Load the model to normal operating status.Users can view and stop long tasks in the task center when there are long operations at business nodes.Operation GuideBasic ManagementOverviewUsed for unified management of application parameter options, task execution status, and log records under the platform. It mainly includes business parameters, task center, and log management nodes.Overall ValueProvide a unified entry point for parameters, tasks, logs, etc., at the enterprise performance level, and support users in managing at the enterprise level or managing according to application permissions.Related ContentBusiness ParametersTask CenterLog ManagementData AuditBusiness ParametersBusiness parameters, mainly used to define whether permission control is enabled for dimension members in the application.Enable dimensional business parameter permission control, the deletion, modification, and query of dimensional members and data for planned budget products will be controlled according to the set permissions;If the dimension business parameter permission control is not enabled, the deletion, modification, and querying of dimension members and data for planned budget products will not be subject to configured permission control, and dimensions for which permissions can be customized can be set to be enabled.In addition to dimensions, it is also used to control the start and stop of specific functions in the planning budget. These functions are turned off by default, and users need to determine whether to enable them.Query Business ParametersSupport business parameter queries, and allow modification of the parameter values for the queried business parameters.Modify parameter valuesSupport modification of parameter values for business parameters.Business ParametersField NameDescriptionParameter NameBuilt-in name, generally the dimension name + parameter function, cannot be modified, example: Subject Enable Permission ControlParameter ValueYes/No, the default for the main body is Yes, others are default No, can be modifiedParameter GroupData permission, cannot be modified, extend other types of parameter groupsBusiness parameter valuesParameter CodeParameter NameParameter TypeValue RangeDefault ValueParameter GroupBP_ENTITYEntity Enable Permission ControlReferenceYes/NoYesData PermissionBP_ACCOUNTAccount Enable Permission ControlReferenceYes/NoNoData PermissionBP_VERSIONVersion Enable Permission ControlReferenceYes/NoNoData PermissionBP_P1_System CodeP1 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P2_System CodeP2 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P3_System CodeP3 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P4_System CodeP4 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P5_System CodeP5 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P6_System CodeP6 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P7_System CodeP7 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P8_System CodeP8 System Code Enable ReferenceYes/NoNoData PermissionPermission ControlBP_P9_System CodeP9 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P10_System CodeP10 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P11_System CodeP11 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P12_System CodeP12 System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_Custom Dimension CodeCustom Dimension Enable Permission ControlReferenceYes/NoNoData PermissionEPM_ENTITY_PlatformEntity Use BIP Platform Permission ManagementReferenceYes/NoNoData PermissionBP_CALCULATECalculation Scenario Enable Permission ControlReferenceYes/NoNoData PermissionBP_DOCUMENTSDocument Enable Permission ControlReferenceYes/NoNoData PermissionBP_FORMSForm Enable Permission ControlReferenceYes/NoNoData PermissionBP_FLOWTask Flow Enable Permission ControlReferenceYes/NoNoData PermissionBP_FLOATTABLEFloating...
