Public Service Announcement: No More Deleting Plan Types (11.1.2.4 and PBCS)

Someone asked me today…how do I easily delete Plan Type in Hyperion Planning.  I thought to myself…why would they ask that?  In 11.1.2.3 they added a cool new Plan Type Manager that allows you to add, delete, and rename Plan Types.  But hey, I’ll fire up Planning and take some screenshots.

First, let’s look at the 11.1.2.3 to make sure that Brian hasn’t lost his mind:

PlanTypeDelete01a

Fantastic…I may be losing my mind, but at least I’m not quite there yet.  Clearly you can rename and delete Plan Types.  So then I fired up 11.1.2.4:

PlanTypeDelete02

That looks totally different!  First, there are no text boxes to rename Plan Types.  Second, there is no delete button at all.  Interesting.  For grins, let’s look at PBCS:

PlanTypeDelete03

I guess I shouldn’t be surprised that they look the same…  So now let’s try to add a new Plan Type:

PlanTypeDelete04

It seems there is no reason to check the documentation.  They seem to have removed this functionality on purpose.  While I’m sure they had their reasons, I’m not a fan of removing functionality.  Just for fun, here are the release notes for 11.1.2.3 where they specifically call out the additional new features:

https://docs.oracle.com/cd/E40248_01/epm.1112/planning_new_features/planning_new_features.html

And if you scroll way down you should see this:

PlanTypeDelete05

When I have some more time, I’ll be posting an article on deleting Plan Types using the Planning repository.  And then when I have even more time…I’ll show you how to do it on PBCS.  In the meantime, I’m off to delete a Plan Type the hard way.

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Comments

  1. Peter Nitschke
    March 15, 2016 - 3:31 pm

    Hey Brian,

    You’re already undoubtedly aware of it already – but it’s ‘reasonably’ simple to delete a database through LCM.

    Obviously it still requires you to delete the application and recreate it…but it’s reasonably simple to go through the global artificacts and remove the database referrences. Takes maybe an hour or so.

    You can even reorder the database order as needed.

    Cheers
    P

  2. Brian Marshall
    March 15, 2016 - 4:05 pm

    Hey now! That’s what I was going to post about later! Shhh…

    But yes, that exactly what I was thinking and have done in the past as an alternative to the delete button..

  3. Hi, is there another link you published with information about deleting plan types or editing/managing them in PBCS?

    Thanks

    • Hi Brendan,

      I don’t actually have another link. There’s not really a lot to it in PBCS…as you can’t do much.

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