Getting More Value from Hyperion Enterprise Juan Porter

Getting More Value from Hyperion Enterprise Juan Porter President

Agenda u Introduction u Hyperion Enterprise Reporting § Tips & Tricks, Dynamic Scaling, Allocations u Hyperion Retrieve § Tips & Tricks, Making Your Worksheets Dynamic, Advanced Functionality u Hyperion Enterprise Update and Roadmap u Hyperion Smart View for Enterprise Demo u Q&A Our Experience. Your Success.

Top. Down Consulting, Inc. At a Glance u Oracle Certified Advantage Partner and Reseller u Proven team of Multi-product Experts u Over 250 successful customers u Located throughout North America Create Strategic Vision Define Project Goals SUCCESS RECOGNITION Differentiators u Experts in EPM and BI solutions u Proven Project Success Methodology u Depth of Technical Infrastructure Services u Focus on Financial Controls and Compliance u Commitment to making clients self-sufficient u Top. Down Migration Manager Our Experience. Your Success. VALUE Quantify Success ACHIEVEMENT CONFIDENCE Develop Client Expertise Implement Solutions

Partial Client List Our Experience. Your Success.

Hyperion Enterprise Reporting Tips & Tricks, Dynamic Scaling, Allocations Our Experience. Your Success.

Reporting – Tips & Tricks u Dynamic Functions u Advanced Formulas u Change vs. Section u Criteria-Based Formatting u Standardize Reports Our Experience. Your Success.

Dynamic Functions u Entity – @CUR, @DEP, @BAS, @PAR, @CON u Account – @CUR, @CHART u Descriptions – @LAB, @PLAB, @DES, @PDES u Ranges – @RNG (replaces FROM…UNTIL) u Prompt User – @ASK Our Experience. Your Success.

Advanced Formulas u IFT – Returns a value or text if the condition is less than, equal to, or greater than 0 § IFT(condition, <0, =0, >0) u DUR – Execute a formula for a range of Rows or Columns § DUR (row/col #, formula) u CELL – Specific Cell Value § CELL(col, row) Our Experience. Your Success.

Change vs. Section u CHANGE – Dimension (POV) Change § In effect until the next CHANGE or end of report § Single Member or Prompt (@ASK) u 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 Our Experience. Your Success.

Criteria-Based Formatting u Used to apply formatting based on a condition u Allows for cell specific formatting u Options Section CRI(ROWREF(1: 5) AND COLREF(4: 4); FMT H) CRI(ROWREF(32: 32) AND COLREF(6: 6); NUMBER "(#, ##0. 0 pts)") u Column / Statement Sections CRI(VALUE>-500 AND VALUE<500; FMT H) Our Experience. Your Success.

Standardize Reports u 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") "Col. Set 1" Our Experience. Your Success.

Dynamic Scaling u Create ‘Scaling’ Reports OPTIONS WCOL 21 SCALING 0 NUMBER "(#, ##0)" TITLE; FMT 10, B "(No Scaling)>>Confidential" u Assign to Scaling Report Set u Include Import in Report IMPORT @ASK ("Select Report Scaling") "Scaling" Our Experience. Your Success.

Allocations u Use Reports to calculate Allocations § § u Can be executed without pre-consolidation More flexible than Allocations module Multi-tiered allocations Create standard Hyperion Data Load file Automated through Hyperion Auto. Pilot § Streamline process § Allows for staging of Allocations u Examples § Alloc_01. REP – Pre-Consolidated Allocation § Alloc_02. REP – Complex model, numerous conditions, nested IFTs Our Experience. Your Success.

Hyperion Retrieve Tips & Tricks, Making Your Worksheets Dynamic, Advanced Functionality Our Experience. Your Success.

Hyperion Retrieve u 3 Different Versions u Hyperion Retrieve Functions u Cell References u Making Your Worksheets Dynamic § Text Functions § Date Functions u Advanced Functionality Our Experience. Your Success.

Hyperion Retrieve Versions u RHXLL 32. XLL (Standard Retrieve) § Must attach add-in manually u 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 u RETXL 32. XLA (CDA Retrieve) § Installed with Hyperion Enterprise Reporting § Support for Hyperion Enterprise Web Reporting § Access to Data Extend (Local Headings & Comments) Our Experience. Your Success.

Hyperion Retrieve Functions u 50 Functions Available u HPCDE – Displays the Category description =HPCDE(category, application) u HPHEA – Displays the Account description =HPHEA(account, application) u HPFUL – Displays the Entity description =HPFUL(entity, application) u HPVAL – Retrieves a value =HPVAL(entity, category, account, period, frequency, application) Our Experience. Your Success.

Cell References u Relative References § A relative cell reference in a formula, such as A 1, 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. u 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. u Mixed References Our Experience. Your Success.

Text Functions u LEFT(text, num_chars) § Returns the specified number of characters from the start of a text string u MID(text, start_num, num_chars) § Returns the number of characters from the middle of a text string, given a starting position and length u RIGHT(text, num_chars) § Returns the specified number of characters from the end of a text string u Concatenation § & – Used to combine (add) 2 text strings together Our Experience. Your Success.

Date Functions u MONTH(serial_number) § Returns the month, a number from 1 to 12 (where 1 = January and 12 = December) u DAY(serial_number) § Returns the day of the month, a number from 1 to 31 u YEAR(serial_number) § Returns the year of a date, a number from 1900 - 9999 u DATEVALUE(date_text) § Converts a date in the form of text to a number that represents the date in MS Excel date-time code Our Experience. Your Success.

Advanced Functions u INDEX() § Returns a value or reference of the cell at the intersection of a particular row and column, in a given range u Form Controls § § To access, select View / Toolbars / Forms Select Form Control (ex: Combo Box) Draw object on worksheet Set Form Control properties Our Experience. Your Success.

Hyperion Enterprise Update and Roadmap Our Experience. Your Success.

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. Our Experience. Your Success.

Installation and Support Updates u u Localized in all languages All components installed to a single, standard directory § No longer option to install to separate directories u All components can be modified after initial install § Removed, Added or Repaired u u Start/Programs Menu Option: HP Retrieve or VBA Retrieve Supported § Microsoft Vista § Microsoft Office 2007 u No Longer Supported § Sites and Sites Headquarters § MS SQL Server and Oracle § Lotus 123 Our Experience. Your Success.

Data Entry Account Label & Description u Data Entry Schedule Windows 32 and Web u Schedule Attributes > Options Our Experience. Your Success.

Enhanced Error Messaging u Can’t perform consolidations due to user having a lock in Data entry? u Can’t load data due to user having a lock on a base entity? u Error message will now display the Category, Entity and User ID u Consolidation, Data Entry, Database and Journals u Captured in error or event log u Users on System Report now displays Category and Entity for user Our Experience. Your Success.

New Security Access Reports u Access Report from Security Module u A Dynamic Report Our Experience. Your Success.

New Security Access Reports u Sort and Filter capability u Consists Password details for Native users like; § Number of days left for password Expiration § Password Changed date § Password Expiration date u Printable and Exportable to Excel u Ability to save as. txt file. u Available to Admin/Power Users Our Experience. Your Success.

Application Backups u Launched from Application Module u Full backups while users are in the system! u Create a profile u Archive to desired location u Allows messaging to users in the system prior to backup u Once backup begins § User’s jobs are temporarily suspended until backup is complete § User’s lock released after the completion of Backup. Our Experience. Your Success.

Scheduling Application Backups u Multiple Scheduling Options § § u Daily Weekly Monthly Single Occurrence Functionality available to Admin/Power users Our Experience. Your Success.

Restoring an Application u Choose the application to restore u Select the backup file u Restore the application Our Experience. Your Success.

Enterprise Server Administration Utility u Launched from Application Module or Program Menu u Manage all server services in one location u Application Server, Data Server, Web Server and Messaging Server u Application Server Management Our Experience. Your Success.

Enterprise Server Administration Utility u Server Configuration u Update, Start, and Stop servers u View and Print Server Details Our Experience. Your Success.

Messaging Server u Messaging client can be accessed from the system task tray u Enables sending automated messages to users when Application Backup is running u Pop up window to appear automatically to all user in the application when the message is received Our Experience. Your Success.

Hyperion Enterprise Reporting u Support Report and Book Labels § Increased labels from “ 8” to “ 20” characters u Reports and Books Folder Structure § Easy to Manage Folder Structure in tree format § Right click menu enabled to manage the sets u Print to PDF Updates § Inclusion of PDF Driver § Eliminate dependency on Adobe Acrobat u HER Web § @Ask function enabled for HER Web Our Experience. Your Success.

Smart View for Hyperion Enterprise Our Experience. Your Success.

Performance Visibility via Hyperion Smart View Hyperion Planning, Essbase, Hyperion Financial Management, etc Single Spreadsheet Hyperion Enterprise Our Experience. Your Success.

Advanced Office Integration u Excel § § § u Forms Ad-hoc Functions Calculations Consolidations Word / Power. Point / Outlook § Ad-hoc grids § Functions u Smart Tag alternative Our Experience. Your Success.

Enterprise support for Smart View u Adhoc Query performs various functions § § § § u u 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 Our Experience. Your Success.

Thank You. Questions? Our Experience. Your Success.

Contact Information Juan Porter President (415) 860 -1115 jporter@topdownconsulting. com Our Experience. Your Success.