top gun 2007 hyperion smart for essbase michael nader sr. product manager hyperion solutions

Top Gun 2007 Hyperion Smart

for Essbase

Michael NaderSr. Product Manager Hyperion Solutions

Copyright © 2006, Hyperion. All rights reserved. 2

CLASS PREP

Start in order:— Foundation Services— Administration Services— Analytic Services— Analytic Provider Services (APS)— Administration Console


FINANCIAL CONSOLIDATION

TAILORED APPLICATIONS

FINANCIAL & OPERATIONAL REPORTING

ANALYSIS

BUDGETING AND PLANNING

• Hyperion Planning • Hyperion Financial Management

• Hyperion Essbase

• Hyperion Financial Reporting

• Hyperion Interactive & Production Reporting

Hyperion Web Analysis

Performance Visibility via Smart View

Copyright © 2006, Hyperion. All rights reserved. 4Copyright © 2006, Hyperion. All rights reserved. | Company Confidential | Roadmap Details are Subject to Change 4

Advanced Office Integration

Excel— Forms— Ad-hoc— Functions— System 9 BI+ content

Word / PowerPoint / Outlook— Functions— System 9 BI+ content

Smart Tag alternative System 9 BI + content

— Financial Reports— Web Analysis— Interactive Reporting


Analytic Provider Services

Formerly – Analytic Services Smart View Provider Replaces Analytic High Availability Services Current capabilities:

— Smart View communication— Java API— XMLA API

— Completely rewritten per XMLA standard for Beckett— Viable interface into Analytic Services— JPivot, MS Reporting Services

Provides High Availability access to any tool that come through XMLA, Java (including ADM based)

JAPI— Stand alone .JAR deployment


Analytic Provider Services

Java API Smart ViewCommunication XMLA API

High Availability / Failover

Stand Alone or Clustered Data Source

AnalyticServices

AnalyticServices

AnalyticServices

Analytic ProviderServices

Smart View Client BI+ Tools Partner/Custom XMLA Tools

Partner/Custom Java Tools


Feature Highlights

Point of View (POV)— Toolbar— POV Manager

Smart View Toolbar Functions

— Multiple data sources— Integrated across Office suite

System 9 BI+ Integration Updated styles

— Precedence— Dirty cells

Data Adjustment Scaling


General Efficiency Tips

Governing query requirements:

Navigating without data:

Using multiple sheets Spreading Data


Smart View Configuration

Three Easy Steps:

1. Add Smart View Provider.

2. Add Analytic Server to general Administration Services.

3. Add Analytic Server to Smart View Provider.1. Local Essbase instance is autoconfigured.

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2

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Formatting Tricks

Formatting with style: Capture data formats Preserve Excel formats


Function Support

Available functions include HsGetValue and HsSetValue Ability to combine or display Financial Management and Analytic

Services data in one worksheet Multi-data source calculations

HFM Data

Analytic Services Data


Query Designer

Cross-dimensional layout Filtered selection

— UDA— Attribute— Children— Descendants— Select by measure value

Filter ([Product].levels(0).members, [Qtr1] <= 0.00) — Top/Bottom— Etc.

Copyright © 2006, Hyperion. All rights reserved. 1313Copyright © 2006, Hyperion. All rights reserved. | Company Confidential | Roadmap Details are Subject to Change

Moving Data Across Office

For example:

1. Start in Excel

2. Export data points to Word

3. Double-click data point in Word and move to Excel

Features:

• Tool tips in Word and PPT

• Data points fully refreshable

• Linked to visualizations in HVE

• Document can be e-mailed and linked queries and data points remain


Smart View Toolkit

Navigation Member information queries Direct member queries Member property validation Calculation and data submission


Functions of Note

HypQueryMembers— Executes the member selection query

HypIsUDA — Boolean check to see if member specified has a specific UDA

HypIsAttribute — Boolean check to see if member specified has a specific attribute

HypIsExpense — Boolean check to see if member specified has an Expense tag

HypConnected— Check to verify whether a sheet is currently connected

HypOtlGetMemberInfo— Query to find out the member comment, formula, UDA, Attribute


Functions of Note

HypFindMember— Retrieves member information like dimension, alias, generation and level names

HypBusinessRules— Uses a calculation script (or Business rule script) to initiate a calculation on the server

HypListBusinessRules — Lists all calc scripts present on the Analytic Server

HypMenuVCalculation— Opens the Smartview - Calculation dialog box

HypGetDataPoint— Retrieves member information for a single data cell

HypSetCellsDirty— Marks selected data range dirty for submit


New VBA Functions

HypVSetSubstitutionVariable HypVGetSubstitutionVariable HypIsDescendant HypIsParent HypGetChildren HypGetParent

HypGetAncestor HypExecuteQuery HypCreateCalc HypDeleteCalc HypSetActiveConnection HypConnectionExist


Creating a Highly Available Environment Database clustering

— Read Only— Query aware

Failover— User sessions are database

specific – “sticky”— During failure, connection rerouted

to active instance— Disable and enable data sources from

UI or utility

Requirements— Licensed on Analytic Services

Server— Analytic Services High

Concurrency Option

top gun 2007 hyperion smart for essbase michael nader sr. product manager hyperion solutions

Documents