Getting More Value from Hyperion Enterprise Juan Porter President.
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Transcript of 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
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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
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Partial Client List
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Hyperion Enterprise Reporting
Tips & Tricks, Dynamic Scaling, Allocations
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Reporting – Tips & Tricks
Dynamic Functions
Advanced Formulas
Change vs. Section
Criteria-Based Formatting
Standardize Reports
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Dynamic Functions
Entity – @CUR, @DEP, @BAS, @PAR, @CON
Account – @CUR, @CHART
Descriptions – @LAB, @PLAB, @DES, @PDES
Ranges – @RNG (replaces FROM…UNTIL)
Prompt User – @ASK
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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)
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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
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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)
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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"
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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"
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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
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Hyperion Retrieve
Tips & Tricks, Making Your Worksheets Dynamic, Advanced Functionality
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Hyperion Retrieve
3 Different Versions
Hyperion Retrieve Functions
Cell References
Making Your Worksheets Dynamic Text Functions Date Functions
Advanced Functionality
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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)
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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)
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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
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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
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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
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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
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Hyperion Enterprise Update and Roadmap
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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.
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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
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Data Entry Schedule Windows 32 and Web
Schedule Attributes > Options
Data Entry Account Label & Description
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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
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New Security Access Reports
Access Report from Security Module
A Dynamic Report
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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
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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.
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Scheduling Application Backups
Multiple Scheduling Options Daily Weekly Monthly Single Occurrence
Functionality available to Admin/Power users
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Restoring an Application
Choose the application to restore
Select the backup file
Restore the application
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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
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Server Configuration
Update, Start, and Stop servers
View and Print Server Details
Enterprise Server Administration Utility
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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
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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
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Smart View for Hyperion Enterprise
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Hyperion Planning, Essbase, Hyperion Financial Management, etc
Hyperion Enterprise
Single Spreadsheet
Performance Visibility via Hyperion Smart View
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Excel Forms Ad-hoc Functions Calculations Consolidations
Word / PowerPoint / Outlook Ad-hoc grids Functions
Smart Tag alternative
Advanced Office Integration
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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
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Thank You.
Questions?
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Juan Porter
President
(415) 860-1115
Contact Information