Data audit in hyperion planning

Administrators can select aspects of the application for change tracking. For example, you can track changes to metadata, such as when users change a member property or add a currency. You can also track changes in forms, business rules, approvals, users, access permissions, and so on. To view audits, administrators create and run reports using RDBMS report writers.

Access assignments imported with the ImportSecurity utility are not reflected in audit reports.

Table 3-4 Actions That Can be Audited

Dimension hierarchy: Adding a member or dimension; moving, deleting, or changing properties; renaming a member or dimension
Performance settings: Resetting a dimension's dense or sparse setting, changing the order of dimensions
Currencies: Adding or deleting currencies, setting a triangulation or reporting currency
Updates by utilities that affect Oracle Hyperion Planning (such as importing form designs with the ImportFormDefinition utility)

Alias Table Administration

Changes to alias tables: Creating, copying, renaming, deleting, and clearing

Launch Business Rules

Updates from calculation scripts and business rules (including runtime prompts)

Forms: Creating, modifying, adding rows. (The audit record does not record how the design changed.)

Form Folder Administration

Folders: Created, moved, or deleted

Approvals: Planning unit owners, status, and status (started or excluded)

Versions copied, including supporting detail and annotations. The audit record does not record details (such as data, supporting detail, and annotations) of the copied version.

Access permissions to dimension members, forms, form folders, business rules, and task lists

Users added, changed, or deleted

Groups added, changed, or deleted; users added or removed

Task lists: created, copied, saved, moved, and deleted

Users' selections for Static Dimensions, Source Dimension, and Destination Dimension

Clear Cell Details

Users' selections for clearing supporting detail, cell text, and account annotations

To specify aspects of the application for which Planning records changes:

Select Tools , and then Reports .
Select Auditing .
Select the actions Planning tracks.

To avoid affecting performance, be selective in which application elements you audit.

Depending on selected audit options, application changes are recorded in a HSP_AUDIT_RECORDS table, stored in the relational database.