getting more value from hyperion enterprise juan porter president

Getting More Value from Hyperion Enterprise

Juan PorterPresident

Our Experience. Your Success.

Agenda

Introduction

Hyperion Enterprise Reporting Tips & Tricks, Dynamic Scaling, Allocations

Hyperion Retrieve Tips & Tricks, Making Your Worksheets Dynamic, Advanced

Functionality

Hyperion Enterprise Update and Roadmap

Hyperion Smart View for Enterprise Demo

Q&A


CreateStrategic Vision Define Project

Goals

ImplementSolutions

DevelopClient Expertise

QuantifySuccess

SUCCESS

RECOGNITION

VALUE

ACHIEVEMENT

CONFIDENCE

TopDown Consulting, Inc.

At a Glance Oracle Certified Advantage Partner and Reseller Proven team of Multi-product Experts Over 250 successful customers Located throughout North America

Differentiators Experts in EPM and BI solutions Proven Project Success Methodology Depth of Technical Infrastructure Services Focus on Financial Controls and Compliance Commitment to making clients self-sufficient TopDown Migration Manager


Partial Client List


Hyperion Enterprise Reporting

Tips & Tricks, Dynamic Scaling, Allocations


Reporting – Tips & Tricks

Dynamic Functions

Advanced Formulas

Change vs. Section

Criteria-Based Formatting

Standardize Reports


Dynamic Functions

Entity – @CUR, @DEP, @BAS, @PAR, @CON

Account – @CUR, @CHART

Descriptions – @LAB, @PLAB, @DES, @PDES

Ranges – @RNG (replaces FROM…UNTIL)

Prompt User – @ASK


Advanced Formulas

IFT – Returns a value or text if the condition is less than, equal to, or greater than 0 IFT(condition, <0, =0, >0)

DUR – Execute a formula for a range of Rows or Columns DUR (row/col #, row/col #, formula)

CELL – Specific Cell Value CELL(col, row)


Change vs. Section

CHANGE – Dimension (POV) Change In effect until the next CHANGE or end of report Single Member or Prompt (@ASK)

SECTION – Dimension Change Loop Executes all statements between FOR…NEXT for each

member defined Lists / Ranges / Prompt (@ASK) Can be nested

FOR ENTITY @DEP[ENTITY @CUR] / [ENTITY CORP] * 100

NEXT


Criteria-Based Formatting

Used to apply formatting based on a condition

Allows for cell specific formatting

Options SectionCRI(ROWREF(1:5) AND COLREF(4:4); FMT H)CRI(ROWREF(32:32) AND COLREF(6:6); NUMBER "(#,##0.0pts)")

Column / Statement SectionsCRI(VALUE>-500 AND VALUE<500; FMT H)


Standardize Reports

IMPORT Option Reuse existing sections Simplify administration Make reports dynamic – IMPORT @ASK Include additional IMPORTs in an imported .REP Be aware of impact on calculations & references

IMPORT @ASK ("Select Columns for this Report") "ColSet1"


Dynamic Scaling

Create ‘Scaling’ ReportsOPTIONSWCOL 21SCALING 0NUMBER "(#,##0)"

TITLE; FMT 10, B"(No Scaling)>>Confidential"

Assign to Scaling Report Set

Include Import in ReportIMPORT @ASK ("Select Report Scaling") "Scaling"


Allocations

Use Reports to calculate Allocations Can be executed without pre-consolidation More flexible than Allocations module Multi-tiered allocations Create standard Hyperion Data Load file

Automated through Hyperion AutoPilot Streamline process Allows for staging of Allocations

Examples Alloc_01.REP – Pre-Consolidated Allocation Alloc_02.REP – Complex model, numerous conditions,

nested IFTs


Hyperion Retrieve

Tips & Tricks, Making Your Worksheets Dynamic, Advanced Functionality


Hyperion Retrieve

3 Different Versions

Hyperion Retrieve Functions

Cell References

Making Your Worksheets Dynamic Text Functions Date Functions

Advanced Functionality


Hyperion Retrieve Versions

RHXLL32.XLL (Standard Retrieve) Must attach add-in manually

HERetrev.XLA (VBA) Part of Hyperion Enterprise installation Support for Double-Byte Systems Attaches the path of the Hyperion Retrieve Program

Directory to the beginning of every function Use Refresh All Linked Cells option to update path

RETXL32.XLA (CDA Retrieve) Installed with Hyperion Enterprise Reporting Support for Hyperion Enterprise Web Reporting Access to Data Extend (Local Headings & Comments)


Hyperion Retrieve Functions

50 Functions Available

HPCDE – Displays the Category description=HPCDE(category,application)

HPHEA – Displays the Account description=HPHEA(account,application)

HPFUL – Displays the Entity description=HPFUL(entity,application)

HPVAL – Retrieves a value=HPVAL(entity,category,account,period,frequency,application)


Cell References

Relative References A relative cell reference in a formula, such as A1, is based

on the relative position of the cell that contains the formula and the cell the reference refers to. If the position of the cell that contains the formula changes, the reference is changed.

Absolute References An absolute cell reference in a formula, such as $A$1,

always refer to a cell in a specific location. If the position of the cell that contains the formula changes, the absolute reference remains the same.

Mixed References


Text Functions

LEFT(text,num_chars) Returns the specified number of characters from the start of

a text string

MID(text,start_num,num_chars) Returns the number of characters from the middle of a text

string, given a starting position and length

RIGHT(text,num_chars) Returns the specified number of characters from the end of

a text string

Concatenation & – Used to combine (add) 2 text strings together


Date Functions

MONTH(serial_number) Returns the month, a number from 1 to 12

(where 1 = January and 12 = December)

DAY(serial_number) Returns the day of the month, a number from 1 to 31

YEAR(serial_number) Returns the year of a date, a number from 1900 - 9999

DATEVALUE(date_text) Converts a date in the form of text to a number that

represents the date in MS Excel date-time code


Advanced Functions

INDEX() Returns a value or reference of the cell at the intersection of

a particular row and column, in a given range

Form Controls To access, select View / Toolbars / Forms Select Form Control (ex: Combo Box) Draw object on worksheet Set Form Control properties


Hyperion Enterprise Update and Roadmap


Disclaimer

THE FOLLOWING IS INTENDED TO OUTLINE OUR GENERAL PRODUCT DIRECTION. IT IS INTENDED FOR INFORMATION PURPOSES ONLY, AND MAY NOT BE INCORPORATED INTO ANY CONTRACT. IT IS NOT A COMMITMENT TO DELIVER ANY MATERIAL, CODE, OR FUNCTIONALITY, AND SHOULD NOT BE RELIED UPON IN MAKING PURCHASING DECISION. THE DEVELOPMENT, RELEASE, AND TIMING OF ANY FEATURES OR FUNCTIONALITY DESCRIBED FOR ORACLE'S PRODUCTS REMAINS AT THE SOLE DISCRETION OF ORACLE.


Installation and Support Updates

Localized in all languages All components installed to a single, standard directory

No longer option to install to separate directories All components can be modified after initial install

Removed, Added or Repaired Start/Programs Menu Option: HP Retrieve or VBA

Retrieve Supported

Microsoft Vista Microsoft Office 2007

No Longer Supported Sites and Sites Headquarters MS SQL Server and Oracle Lotus 123


Data Entry Schedule Windows 32 and Web

Schedule Attributes > Options

Data Entry Account Label & Description


Enhanced Error Messaging

Can’t perform consolidations due to user having a lock in Data entry?

Can’t load data due to user having a lock on a base entity?

Error message will now display the Category, Entity and User ID

Consolidation, Data Entry, Database and Journals

Captured in error or event log

Users on System Report now displays Category and Entity for user


New Security Access Reports

Access Report from Security Module

A Dynamic Report


New Security Access Reports

Sort and Filter capability

Consists Password details for Native users like; Number of days left for password Expiration Password Changed date Password Expiration date

Printable and Exportable to Excel

Ability to save as .txt file.

Available to Admin/Power Users


Application Backups

Launched from Application Module

Full backups while users are in the system!

Create a profile

Archive to desired location

Allows messaging to users in the system prior to backup

Once backup begins User’s jobs are temporarily suspended

until backup is complete User’s lock released after the

completion of Backup.


Scheduling Application Backups

Multiple Scheduling Options Daily Weekly Monthly Single Occurrence

Functionality available to Admin/Power users


Restoring an Application

Choose the application to restore

Select the backup file

Restore the application


Launched from Application Module or Program Menu

Manage all server services in one location

Application Server, Data Server, Web Server and Messaging Server

Application Server Management

Enterprise Server Administration Utility


Server Configuration

Update, Start, and Stop servers

View and Print Server Details

Enterprise Server Administration Utility


Messaging client can be accessed from the system task tray

Enables sending automated messages to users when Application Backup is running

Pop up window to appear automatically to all user in the application when the message is received

Messaging Server


Hyperion Enterprise Reporting

Support Report and Book Labels Increased labels from “8” to “20” characters

Reports and Books Folder Structure Easy to Manage Folder Structure in tree format Right click menu enabled to manage the sets

Print to PDF Updates Inclusion of PDF Driver Eliminate dependency on Adobe Acrobat

HER Web @Ask function enabled for HER Web


Smart View for Hyperion Enterprise


Hyperion Planning, Essbase, Hyperion Financial Management, etc

Hyperion Enterprise

Single Spreadsheet

Performance Visibility via Hyperion Smart View


Excel Forms Ad-hoc Functions Calculations Consolidations

Word / PowerPoint / Outlook Ad-hoc grids Functions

Smart Tag alternative

Advanced Office Integration


Enterprise support for Smart View

Adhoc Query performs various functions Zoom in/Out Pivot Member Selection Submit Data Consolidations Consolidation Status Create Free Form Grids

Forms with Refresh, Write Back and Calculation capabilities

Conversion Utility to convert Retrieve spreadsheets to Smart View

Export Smart View Adhoc grids to Word and PPT User defined Settings


Thank You.

Questions?


Juan Porter

President

(415) 860-1115

[email protected]

Contact Information

getting more value from hyperion enterprise juan porter president

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