Getting More Value from Hyperion Enterprise

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Getting More Value from Hyperion Enterprise

• Juan Porter
• President

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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
• QA

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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 _at_CUR, _at_DEP, _at_BAS, _at_PAR, _at_CON
• Account _at_CUR, _at_CHART
• Descriptions _at_LAB, _at_PLAB, _at_DES, _at_PDES
• Ranges _at_RNG (replaces FROMUNTIL)
• Prompt User _at_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, lt0, 0, gt0)
• 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 (_at_ASK)
• SECTION Dimension Change Loop
• Executes all statements between FORNEXT for each
  member defined
• Lists / Ranges / Prompt (_at_ASK)
• Can be nested
• FOR ENTITY _at_DEP
• ENTITY _at_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 Section
• CRI(ROWREF(15) AND COLREF(44) FMT H)
• CRI(ROWREF(3232) AND COLREF(66) NUMBER
  "(,0.0pts)")
• Column / Statement Sections
• CRI(VALUEgt-500 AND VALUElt500 FMT H)

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Standardize Reports

• IMPORT Option
• Reuse existing sections
• Simplify administration
• Make reports dynamic IMPORT _at_ASK
• Include additional IMPORTs in an imported .REP
• Be aware of impact on calculations references
• IMPORT _at_ASK ("Select Columns for this Report")
  "ColSet1"

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Dynamic Scaling

• Create Scaling Reports
• OPTIONS
• WCOL 21
• SCALING 0
• NUMBER "(,0)"
• TITLE FMT 10, B
• "(No Scaling)gtgtConfidential"
• Assign to Scaling Report Set
• Include Import in Report
• IMPORT _at_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,ap
  plication)

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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
  A1, 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 Account Label Description

• Data Entry Schedule Windows 32 and Web
• Schedule Attributes gt Options

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Enhanced Error Messaging

• Cant perform consolidations due to user having a
  lock in Data entry?
• Cant 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
• Users jobs are temporarily suspended until
  backup is complete
• Users 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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Enterprise Server Administration Utility

• 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

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Enterprise Server Administration Utility

• Server Configuration
• Update, Start, and Stop servers
• View and Print Server Details

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Messaging Server

• 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

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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
• _at_Ask function enabled for HER Web

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Smart View for Hyperion Enterprise
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Performance Visibility via Hyperion Smart View
Hyperion Planning, Essbase, Hyperion Financial
Management, etc
Single Spreadsheet
Hyperion Enterprise
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Advanced Office Integration

• Excel
• Forms
• Ad-hoc
• Functions
• Calculations
• Consolidations
• Word / PowerPoint / Outlook
• Ad-hoc grids
• Functions
• Smart Tag alternative

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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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Contact Information

• Juan Porter
• President
• [phone]
• jporter_at_topdownconsulting.com