8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 1/17

www.bispsolutions.com 

Getting Started with

Oracle Hyperion SmartviewAd Hoc Analysis

Presented By :Amit Sharma

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 2/17

www.bispsolutions.com 

Lesson 5: Ad Hoc Analysis

Duration: 30 minutes

TopicsAd Hoc AnalysisSmart View OverviewSmart View ArchitectureInstalling Smart ViewSmart View and Hyperion Retrieve

Smart View Ecel Inter!ace"onnection #ypes"onnecting to $ata Sources

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 3/17

www.bispsolutions.com 

Ad Hoc Analysis

  In ad hoc analysis% you use Smart View !unctionality with Ecel spreadsheets to retrieve

and analy&e data 'y selecting mem'ers% using !unctions% and per!orming a variety o!

operations% including !ormatting% to design your reports(

To start ad hoc analysis:

) *rom Recently +sed% Shared "onnections% or ,rivate "onnections on the Smart View

,anel% select one o! the !ollowing-Smart Slice*orm

"u'e or plan type

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 4/17

www.bispsolutions.com 

Ad Hoc Analysis

To start ad hoc analysis:

. *rom the Action ,anel% select Ad hoc analysis(

Alternatively% right/clic the o'1ect in the Smart View

,anel and select Ad hoc analysis(

#he data provider ri''on is displayed(

3 +se the ri''on 'uttons to per!orm ad hoc analysis

on the current worsheet(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 5/17

www.bispsolutions.com 

,reserving Ecel *ormulas in Ad Hoc Grids

  2y de!ault% !ormulas are preserved when you per!orm ad hoc operations% ecept !or

,ivot( #o achieve !aster eecution o! ueries% you can disa'le the preservation o!

!ormulas and comments( However% i! you select this option% !ormulas are overwritten

when you per!orm ad hoc operations(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 6/17

www.bispsolutions.com 

,reserving Ecel *ormulas in Ad Hoc Grids

To specify preservation of formulas in ad hoc grids:

) *rom the Smart View ri''on% clic Options% and then 4em'er Options in the le!t panel(

. $o one o! the !ollowing-

#o preserve !ormulas in ad hoc grids% select ,reserve *ormulas and "omments inad hoc operations 5ecept pivot6(#o disa'le preservation o! !ormulas% clear ,reserve *ormulas and "omments in ad

hoc operations 5ecept pivot6( $o this only i! you do not need to preserve !ormulas

and you want !aster eecution o! ueries(

3 "lic O7(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 7/17www.bispsolutions.com 

+sing Smart View *ormatting

Smart View !ormatting consists o! !ormatting selections made in the "ell Styles and

*ormatting pages o! the Options dialog 'o(

#o set Smart View !ormatting options-

) *rom the Smart View ri''on% clic Options(. *rom Options% to set cell styles% select "ell Styles in the le!t pane(

3 #o set other Smart View !ormatting options% select *ormatting !rom the le!t pane

5+se Ecel *ormatting on this page is not a Smart View !ormatting option6(

8 "lic O7(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 8/17www.bispsolutions.com 

Zooming In and Out

9ou can &oom in on mem'ers in the grid to display data !or their children and

descendents(

4em'ers o! the same level% same generation% or si'ling level as the selectedmem'er4em'ers that are de!ined 'y the !ormula o! the selected mem'er

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 9/17www.bispsolutions.com 

Setting a $e!ault :oom ;evel

#o set a :oom In de!ault level-

) *rom the Smart View ri''on% select Options% and then select 4em'er Options in the

le!t panel(

. *rom the :oom In ;evel drop/down menu(3 "lic O7(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 10/17

www.bispsolutions.com 

9ou can set options to speci!y which mem'ers are retained and displayed as you &oom in

and out(

To set member display options for zooming:

) *rom the Smart View ri''on% select Options% and then select 4em'er Options in the

le!t panel((

Selecting 4em'ers to $isplay when :ooming

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 11/17

www.bispsolutions.com 

Include Selection to display 'oth the selected mem'er and the mem'ers retrieved as a

result o! &ooming( *or eample% &ooming in on the selected mem'er <tr) retrieves data

!or =an% *e'% 4ar% and <tr)( I! not selected% only the mem'ers retrieved as a result o! the

&oom are displayed- =an% *e'% and 4ar(

ithin Selected !roup to &oom in only on the selected group o! cells% leaving the

unselected cells as is( #his setting is meaning!ul only when there are two or more

dimensions down the grid as rows or across the grid as columns( 5#his setting also

applies to 7eep Only and Remove Only(6

"emove #nselected !roups to remove all dimensions and mem'ers ecept the selected

mem'er and the mem'ers retrieved as a result o! &ooming(

3 "lic O7(

Selecting 4em'ers to $isplay when :ooming

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 12/17

www.bispsolutions.com 

Ena'ling $ou'le/"lic :ooming

I! dou'le/clicing !or ad hoc operations is ena'led% you can &oom in to the de!ault &oom

level and &oom out 'y dou'le/clicing in a mem'er cell(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 13/17

www.bispsolutions.com 

:ooming and *ormatting

 9ou can apply the !ormatting o! the cell that you &oom in on to the cells that are created

'y &ooming( *or Smart View !ormatting% this a'ility applies to data cells( *or Ecel

!ormatting% this a'ility applies to mem'er cells(

1

2

3

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 14/17

www.bispsolutions.com 

,ivoting

 ,ivoting changes the orientation o! the data on the worsheet( 9ou can move

dimensions 'etween rows and columns and 'etween the grid and the ,OV(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 15/17

www.bispsolutions.com 

Removing Selected 4em'ers *rom the Grid

9ou can remove mem'ers and their associated data !rom the grid as !ollows-#o eep only the currently selected mem'ers% select the mem'er cells that you want to

eep( #hen% !rom the data source ri''on% clic 7eep Only( All other mem'ers in the

dimension are removed(#o remove all mem'ers ecept the currently selected mem'er cells% select the cells

that you want to remove( #hen% !rom the data source ri''on% clic Remove Only(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 16/17

www.bispsolutions.com 

"ascading Reports and Ad Hoc Grids

 9ou can create separate reports !or any or all o! the mem'ers o! one dimension in a

report 'ased on an ad hoc grid or Smart Slice uery and cascade these reports

separately across the worsheets o! an Ecel wor'oo( *or reports created in the Report

$esigner% you can also cascade reports across slides in a ,ower,oint presentation(

>orsheets or slides are created as needed to accommodate all reports(

8/20/2019 HFM Smartview AdHoc Analysis

http://slidepdf.com/reader/full/hfm-smartview-adhoc-analysis 17/17

www.bispsolutions.com 

 Any Question?