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Designing Hyperion Reports

Copyright

© 2001 Hyperion Solutions Corporation. All rights reserved. Hyperion, Essbase, HyperionAnalyst, Hyperion Enterprise, Hyperion Pillar and Hyperion Reporting are registeredtrademarks of Hyperion Solutions Corporation. Hyperion Solutions, the Hyperion “H” logo,what’s going on, Hyperion Activity Based Management, Hyperion Allocations Manager,Hyperion Analyzer, Hyperion Application Link, Hyperion Customer Interaction Center,Hyperion Enterprise Reporting, Hyperion Financial Management, Hyperion Integration Server,Hyperion Objects, Hyperion Performance Scorecard, Hyperion Planning, Hyperion Reports,Hyperion Sessionizer, Hyperion Spreadsheet Add-in, Hyperion Spreadsheet Toolkit andHyperion Web Site Analysis are trademarks of Hyperion Solutions Corporation. All othertrademarks and company names mentioned are the property of their respective owners.

Microsoft is a registered trademark and Windows is a trademark of Microsoft Corporation. IBM,DB2, Lotus, and 1-2-3 are registered trademarks of International Business Machines Corporation.All other brand and product names are trademarks or registered trademarks of their respectiveholders.

No portion of this manual may be reproduced or transmitted in any form or by any means,electronic or mechanical, including photocopying, recording, or information storage andretrieval systems, for any purpose other than the purchaser’s personal use, without the expresswritten permission of Hyperion Solutions Corporation.

Notice: The information contained in this document is subject to change without notice.Hyperion Solutions Corporation shall not be liable for errors contained herein or consequentialdamages in connection with the furnishing, performance, or use of this material.

Hyperion Solutions Corporation1344 Crossman AvenueSunnyvale, CA 94089

Designing Hyperion Reports/Version 1.5/March 20, 2001

Table of Contents

Preface ...................................................................................................... viiWelcome to Designing Hyperion Reports! ...........................................................................................vii

Course Structure....................................................................................................................................vii

What’s in the Manual .....................................................................................................................vii

Conventions..........................................................................................................................................viii

Setting User Defaults.....................................................................................................................viii

Getting Acquainted with the Mouse ....................................................................................................... x

1 Understanding Essbase Structure ..................................................... 1-1Chapter Objectives ...............................................................................................................................1-1

Overview ..............................................................................................................................................1-2

Corporate Data Flow ............................................................................................................................1-3

The OLAP Solution..............................................................................................................................1-4

Metadata...............................................................................................................................................1-4

Multidimensionality.......................................................................................................................1-4

Multidimensional View........................................................................................................................1-5

Drill-down Process...............................................................................................................................1-5

Essbase Solution...................................................................................................................................1-6

Essbase Terminology ...........................................................................................................................1-7

Defining an Outline..............................................................................................................................1-8

Defining Dimensions.....................................................................................................................1-8Defining Attribute Dimensions .....................................................................................................1-9Defining Members .........................................................................................................................1-9Identifying Member Branches - Generations ..............................................................................1-10Identifying Member Branches - Levels .......................................................................................1-10

Essbase OLAP Server ........................................................................................................................1-11

Hyperion Essbase Application Manager............................................................................................1-12

Exercise: Starting the Essbase OLAP Server ..................................................................1-14Hyperion Reports Database Tier ........................................................................................................1-16

Supported Relational Databases ..................................................................................................1-16Supported Data Sources...............................................................................................................1-16

Hyperion Reports Client Tier.............................................................................................................1-17

Hyperion Reports Report Client Requirements...........................................................................1-17

Hyperion Reports Application Tier....................................................................................................1-18

Report Server Component Requirements...........................................................................................1-18

Report Server Requirements........................................................................................................1-18Scheduler Server Requirements...................................................................................................1-18Print Server Requirements...........................................................................................................1-18

Starting the Report Server..................................................................................................................1-19

Stopping the Report Server ................................................................................................................1-19

Summary and Design Considerations ................................................................................................1-23

T Table of Contents Designing Hyperion Reports

2 Basic Reporting ................................................................................... 2-1Overview ..............................................................................................................................................2-2

The Hyperion Desktop .........................................................................................................................2-2

Launching the Desktop..................................................................................................................2-3Navigating the Desktop .................................................................................................................2-4Adding an Application to the Desktop from another server..........................................................2-5

Adding Servers and Applications.........................................................................................................2-6

Desktop Toolbar...................................................................................................................................2-7

The Repository .....................................................................................................................................2-8

Opening Existing Reports..............................................................................................................2-9Viewing Multiple Reports .............................................................................................................2-9Report Form...................................................................................................................................2-9Previewing Reports........................................................................................................................2-9

Report Components............................................................................................................................2-10

The Design Tab Layout......................................................................................................................2-11

Designer Toolbar .........................................................................................................................2-11Navigating the Design Tab ..........................................................................................................2-12

Exercise - Report Navigation............................................................................................2-13Hyperion Reports Web Viewer ..........................................................................................................2-14

Logging on to the Hyperion Reports Web Viewer......................................................................2-14Selecting a Report Server ............................................................................................................2-15Web Viewer Directory.................................................................................................................2-16Viewing Reports ..........................................................................................................................2-17Exporting a Report to a Spreadsheet ...........................................................................................2-18Changing the User Point of View................................................................................................2-20Selecting Members for the User POV .........................................................................................2-22Changing a Page Member............................................................................................................2-23Viewing Snapshots ......................................................................................................................2-23Printing Reports and Snapshots ...................................................................................................2-24

Exercise - Hyperion Reports Web Viewer ......................................................................2-25Summary and Design Considerations ................................................................................................2-29

3 Grids...................................................................................................... 3-1Overview ..............................................................................................................................................3-2

Creating a New Report.........................................................................................................................3-2

Grids ..............................................................................................................................................3-2Editing the Dimension Layout.......................................................................................................3-5

Defining Members ...............................................................................................................................3-6

Assigning Members to a Report ....................................................................................................3-6Available Options Menu................................................................................................................3-8Selected Options Menu..................................................................................................................3-9Current POV of Member .............................................................................................................3-10Prompt for Member .....................................................................................................................3-11

Lists ....................................................................................................................................................3-12

Functions ............................................................................................................................................3-13

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TDesigning Hyperion Reports Table of Contents

Previewing Selected Members ....................................................................................................3-14Removing Selected Members ......................................................................................................3-14Dynamic Time Series ..................................................................................................................3-15Substitution Variables..................................................................................................................3-17

Saving Reports ...................................................................................................................................3-18

Exercise - Creating a Standard Report ............................................................................3-19Exercise - Creating a Blank Report ..................................................................................3-23

Searching for Members ......................................................................................................................3-26

Filters ...........................................................................................................................................3-27Sorting Members .........................................................................................................................3-28Defining Member Lists................................................................................................................3-29Editing Member Lists ..................................................................................................................3-29Removing Member Lists .............................................................................................................3-30Selecting Functions......................................................................................................................3-30Editing Functions.........................................................................................................................3-31Selecting Multiple Members .......................................................................................................3-32

Exercise - Defining a Member List...................................................................................3-33The Property Sheet .............................................................................................................................3-36

Row and Column Properties ..............................................................................................................3-37

Investigations .....................................................................................................................................3-38

Expansions .........................................................................................................................................3-39

Selecting Members for Page Areas ....................................................................................................3-40

Page Properties Sheet ..................................................................................................................3-41Changing the Page Member ........................................................................................................3-42Showing/Hiding the Page Selector ..............................................................................................3-43Defining Page Dimension Headings............................................................................................3-43

Page Printing Options ........................................................................................................................3-44

Exercise - Defining a Page Axis for the Same Page .......................................................3-45Exercise - Defining a Page Axis for Multiple Pages ......................................................3-49

Defining the Point of View ................................................................................................................3-52

Defining the Point of View Bar Display .....................................................................................3-54Point of View Bar Setup..............................................................................................................3-55Changing the POV Dimension Members ....................................................................................3-57Adding Attribute Dimensions to a Grid Point of View ...............................................................3-58

Exercise - Defining a Grid Point of View........................................................................3-59Exercise - Defining Two Grids with a Different POV...................................................3-61Exercise - Create a Report with Investigation and Expansion ....................................3-65


4 Report Objects ..................................................................................... 4-1Chapter Objectives ...............................................................................................................................4-1

Overview ..............................................................................................................................................4-2

Changing Workspace Layout ...............................................................................................................4-2

Changing the Page Setup .....................................................................................................................4-3

Designing Headers and Footers ...........................................................................................................4-4

Creating a Title Page .....................................................................................................................4-5

iii


Formatting Grids ..................................................................................................................................4-5

Defining Row and Column Headings............................................................................................4-5Specifying Placement of Row Headings .......................................................................................4-7Resizing .........................................................................................................................................4-7Aligning Cells................................................................................................................................4-8Changing Row Height and Column Width..................................................................................4-10Adding a Border or Shading to a Grid.........................................................................................4-10Setting Font Options...................................................................................................................4-11Underlining and Overlining Cells................................................................................................4-13Formatting Numbers in a Grid.....................................................................................................4-13Suppressing Data .........................................................................................................................4-15Hiding a Grid ...............................................................................................................................4-17Positioning Grids .........................................................................................................................4-17Copying and Pasting Cells in Grids.............................................................................................4-18

Exercise - Defining Headers, Footers and Report Formatting.....................................4-19Exercise - Report Formatting............................................................................................4-23

Changing the Data Source..................................................................................................................4-25

Using Multiple Data Sources in a Grid .......................................................................................4-25

Report Objects....................................................................................................................................4-27

Saving Report Objects .................................................................................................................4-27Removing Report Object .............................................................................................................4-28Inserting Page Breaks Before Report Objects .............................................................................4-28

Creating Text Boxes...........................................................................................................................4-29

Text Format Properties ................................................................................................................4-31

Adding Images ...................................................................................................................................4-32

Exercise - Adding Text Boxes and Images to a Report .................................................4-34Exercise - Saving and Linking Objects ............................................................................4-37

Importing a Hyperion Analyzer View................................................................................................4-39


5 Functions.............................................................................................. 5-1Overview ..............................................................................................................................................5-2

Inserting Rows or Columns..................................................................................................................5-2

Using Text Functions ...........................................................................................................................5-3

Text Functions......................................................................................................................................5-6

CurrentPageMember......................................................................................................................5-6DataSource.....................................................................................................................................5-6Date................................................................................................................................................5-6GetCell...........................................................................................................................................5-9GetHeading..................................................................................................................................5-10GridDimension ............................................................................................................................5-11Page .............................................................................................................................................5-11PageCount....................................................................................................................................5-12POV .............................................................................................................................................5-12ReportAuthor ...............................................................................................................................5-12ReportCreated..............................................................................................................................5-13ReportDesc ..................................................................................................................................5-13

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TDesigning Hyperion Reports Table of Contents

ReportModified ...........................................................................................................................5-13ReportModifiedBy.......................................................................................................................5-14ReportName.................................................................................................................................5-14RetrieveValue ..............................................................................................................................5-15

Exercise - Defining Text Functions ..................................................................................5-18Subtotaling Data Rows or Columns...................................................................................................5-21

Exercise - Row Subtotals ...................................................................................................5-24Exercise - Attributes and Subtotal Rows ........................................................................5-27

Mathematical Functions and Properties .............................................................................................5-31

Mathematical Functions ..............................................................................................................5-31Numeric Argument ......................................................................................................................5-31Reference Argument....................................................................................................................5-32Properties .....................................................................................................................................5-33

Mathematical Functions .....................................................................................................................5-35

Abs...............................................................................................................................................5-35Average........................................................................................................................................5-36AverageAll...................................................................................................................................5-37Count ...........................................................................................................................................5-38CountAll ......................................................................................................................................5-39Difference ....................................................................................................................................5-40Max..............................................................................................................................................5-41Min...............................................................................................................................................5-42PercentOfTotal.............................................................................................................................5-43PI..................................................................................................................................................5-44Random........................................................................................................................................5-44Product.........................................................................................................................................5-45Square Root (SQRT) ...................................................................................................................5-46Sum..............................................................................................................................................5-47

Mathematical Operators in Expressions.............................................................................................5-48

Mathematical Operands in Expressions ......................................................................................5-48Natural Precedence ......................................................................................................................5-49

Exercise - Calculating Percent of Total............................................................................5-50Exercise - Using Functions................................................................................................5-52


6 Charts.................................................................................................... 6-1Overview ..............................................................................................................................................6-2

Creating Charts.....................................................................................................................................6-2

Bar Chart........................................................................................................................................6-2Line Chart ......................................................................................................................................6-3Pie Chart ........................................................................................................................................6-3Combo Chart..................................................................................................................................6-4

Defining Chart Data .............................................................................................................................6-5

Defining Appearance .....................................................................................................................6-6Defining Chart Titles .....................................................................................................................6-6Showing Data Tool tips .................................................................................................................6-7Setting Gridline Options................................................................................................................6-7Setting Bar Chart Options..............................................................................................................6-8

v


Setting Line Chart Options ............................................................................................................6-9Setting Pie Chart Options ............................................................................................................6-11Setting Combo Chart Options......................................................................................................6-12Defining Legends and Axes ........................................................................................................6-13Defining Position.........................................................................................................................6-15

Exercise - Working with Charts .......................................................................................6-16Exercise - Creating Two Charts for a Grid .....................................................................6-20Exercise - Creating Two Grids and Charts .....................................................................6-23


7 Managing Reports................................................................................ 7-1Overview ..............................................................................................................................................7-2

..............................................................................................................................................................7-2

Managing Folders.................................................................................................................................7-3

Managing Files.....................................................................................................................................7-4

E-mail Links.........................................................................................................................................7-6

Select E-mail Notification Recipients ..................................................................................................7-7

Importing and Exporting Files .............................................................................................................7-9

Importing Files ..............................................................................................................................7-9Exporting Files ............................................................................................................................7-11

Printing Reports .................................................................................................................................7-13

Saving Reports ...................................................................................................................................7-14

Saving a Report as a .PDF File....................................................................................................7-14Saving Snapshot Reports .............................................................................................................7-15

Books..................................................................................................................................................7-16

Book Point of View .....................................................................................................................7-17Report Member Selections ..........................................................................................................7-17

Batches ..............................................................................................................................................7-18

Batch Point of View ....................................................................................................................7-20

Viewing Server Information ..............................................................................................................7-21

Viewing Report Summaries ...............................................................................................................7-22

Exercise - Create a Book ....................................................................................................7-23Exercise - Managing Reports ............................................................................................7-25


Glossary ..................................................................................................... 1

vi

Preface

Welcome to Designing Hyperion Reports!

Before you begin, please take a moment to review this section. The prefacepresents an overview of:

� How the class is structured.� An explanation of the writing conventions used in this manual.

Course Structure

This is a 2-day, instructor led training class. It has been designed with thestudent in mind. In this course, the instructor presents a topicconceptually by explaining its purpose, demonstrating how it works, thenguiding the students through the exercises. This explain and do procedurehas proved to be a successful method.

What’s in the Manual

This manual is your guide to learning Designing Hyperion Reports. Itcontains:

� Information about the Key features of the program� Step-by-step procedures� Hands-on workshops

A list of the manual’s components:

� A Preface containing:• An overview of what’s in the manual• A description of the writing conventions• A section on using a mouse

� A Table of Contents for easy reference.� Chapters containing:

• An introductory Objectives page• An Overview of topics• Step-by-step procedures for referencing during and after class• Exercises that encourage you to practice what was just presented• Summary and Design Considerations to reinforce concepts

P Preface Designing Hyperion Reports

Conventions

Certain formatting styles are used in this manual to help the student betterunderstand the subject matter and the step-by-step procedures. Thissection details these conventions.

� Chapter Objectives, consisting of a bulleted list of chapter topics,prefaces each chapter.

� If the chapter is lengthy or the subject matter is complex, anOverview follows the Chapter Objectives.

� Individual topics are noted with a helvetica/bold heading, as in thisexample:

Setting User Defaults

� Step-by-step procedures begin with the graphic and a headingthat defines the procedure, such as:

To set user defaults:

� Tables are used to define software components, as in this example:

� Screen captures appear frequently and further clarify a topic.

� Exercises appear throughout the chapter to reinforce a new conceptor task. Most exercises contain two separate versions:

A summary without step-by-step instructions.

A detailed version containing all the steps.

� The student can select which version is best suited for theirindividual learning style. In some cases, an exercise will combine theversions.

� An End of Exercise icon.

Show Displays properties to show as columns in theSelected area.

Sort Opens the Sort Items dialog box.

Edit Highlighted Lets you edit the member list or function in the EditFunctions dialog box.

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PDesigning Hyperion Reports Preface

� Notes, prefaced by a , provide related information, tips,common mistakes, and/or cautions about the current topic. Notes

prefaced by a�provide vital information. Procedures you must

complete before proceeding, or must not do at all.

� Throughout the step-by-step procedures, a different font is used toaccentuate text. The following rules apply:Text to be typed,Options to be selected,Names of files and modules,Menu selections…appear in Helvetica, Narrow Bold

As in the following examples:• Select Clear Profile.• To clear the profile, click Yes.

� The step-by-step procedures present the action to be performed.When needed, a result follows. This action/result format confirmsthe procedure and reinforces the student of the correct action.

� When available, icons are used to help identify an object or task, asin this example:

• Click Edit .

� Keystrokes that are combined, such as pressing the Ctrl + Enter keys,appear as follows:[Ctrl] + [Enter]In the example above, you would press the Enter key while holdingdown the Ctrl key.

� The letter x is used to refer to the drive letter in file names. Yourinstructor will provide the appropriate drive letter for x. Forexample: the file is located in the directory x:\Program Files.

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P Preface Designing Hyperion Reports

Getting Acquainted with the Mouse

The following is presented to help familiarize you with the mouse.

� The mouse can have either two or three buttons. In most cases, it hastwo. In this class, you use two buttons called the left and right mousebuttons.

� To use the mouse, place the palm of your hand over the top of themouse. Use your index finger to press the mouse buttons. Keep themouse on the mouse pad.

� There are four mouse actions used in this class:

If, while you’re dragging the object, your mouse reaches the edge ofthe mouse pad, lift the mouse and place it in the center of the mousepad. Do not release the mouse button as you lift and move the mouse.

Points Position the on-screen arrow on an object by movingthe mouse.

Double-click Press the left mouse button quickly 2 times insuccession.

Select Point to the object, then click the left mouse button.

Drag Position the on-screen arrow on an object, holddown the left mouse button and pull down the menu/list. Release the mouse button.

�Left mouse button

Right mouse button

x Hyperion

1Understanding Essbase Structure

Chapter Objectives

Upon completion of this chapter, you will be able to:

• Understand Hyperion Reports architecture• Review the data environments and demands for information faced

by today’s corporations• Define online analytical processing (OLAP)• Explain the advantages of the Essbase™ solution• Define and describe multidimensionality• Define the supported databases• Define client machine requirements• Define server requirements• Start the report server

1 Understanding Essbase Structure Designing Hyperion Reports1
Overview
Hyperion Reports is the application intelligent reporting solution foranalytical applications. It is a powerful tool that lets you graphicallydesign and present analytic data. You can design traditional financialreport formats such as cash management reports, profit and lossstatements and balance sheets. You can also design non-traditionalformats for financial or analytic data that can include text and graphics.

Hyperion Reports is based on a three-tiered architecture.

This chapter describes the bottom tier, the database source – Essbase, andthe middle tier, the report server and repository.

� Database tier The bottom tier where the database source iskept.

� Application tier The application tier is where the ReportServer, Print Server, Scheduler Server andrepository are kept.

� Client tier The client tier contains the Hyperion Desktopand the Hyperion Reports Report Client.

Client tier

Database tier

Application tier

1-2 Hyperion

1Desiging Hyperion Reports Understanding Essbase Structure

Corporate Data Flow

Before managers can make crucial business decisions, the raw data in adatabase must undergo a transformation. Many companies use onlinetransaction processing (OLTP) systems to handle the input and storage ofdata. Once collected, data typically goes through a reporting processwhere queries are written, data is sorted, and lookups are performed in adata warehouse. Once the reporting process is finished, data is analyzedand becomes useful information for decision-making.

Desktop computers are an integral part of the workplace; almost allcorporate workers use them in one form or another to accomplish their jobduties. As the reliance on individually operated computers increases, usersophistication and need for information increases. Thus comes increaseddemand for access to corporate data.

Many information systems (IS) departments cannot keep up with theincreased demand for access. Budget constraints, the constant demand forhardware upgrades, and a shortage of personnel result in an everincreasing gap between demand and ability to deliver. Database productsprovide a solution by letting users store, view, and analyze corporate datamore efficiently.

In current business environments, corporate data is largely decentralized.However, most companies have pieced together a data reporting systemusing a variety of data management and query tools:

� Mainframes and OLTP data� Relational database management systems (RDBMS) and data

warehouses� Structured query language (SQL) reporting applications� Text files� Spreadsheet applications

Hyperion 1-3

The OLAP Solution
OnLine Analytical Processing (OLAP) is a category of software that letsanalysts, managers, and executives gain insight into data through fast,consistent, interactive access to a wide variety of possible data views.

OLAP transforms raw data into information reflecting the realdimensionality of the enterprise as understood by the user.

OLAP solutions, such as Essbase, facilitate intensive analysis and letmanagers invent their analyses interactively as they move through theirdata.

Metadata

Metadata describes the data values in a database. For example, themember name Sales describes the data related to sales, and the membername January describes the data related to January. Therefore, JanuarySales identifies the sales figures for the month of January.

Multidimensionality

Multidimensionality converts two-dimensional, row and column orienteddata into a multidimensional cube. The faces of the cube representdimensions.

A dimension is a structural attribute of a cube identified by a metadatalabel. The label reflects the user perception of the data.

Within a multidimensional cube you can look at various dimensionssimultaneously (sales by month, sales by product, sales for all markets).For example, all months, quarters, years, and so on, compose a timedimension; all cities, regions, countries, and so on, make up a geographydimension. Dimensions offer a concise, intuitive way of organizing andselecting data for retrieval, exploration, and analysis.

3689.00 Data

Sales

Cola

ManhattanJanuary

ActualMetadata

Actual sales for cola in January in Manhattan = 3689.00

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Multidimensional View

In the following illustration, each cube represents a different view of afive-dimensional Essbase database. The highlighted portion in each cubeindicates the same data value.

Data is represented in a multidimensional form, and hierarchies arerepresented within each dimension. As your analytical need changes, youswitch easily from one data form to another.

Drill-down Process

Drilling down is a specific analytical technique by which you navigateamong levels of data ranging from the most summarized (up) to the mostdetailed (down).

Hyperion 1-5

Essbase Solution
The ability of Hyperion Essbase to define and utilize a multidimensionalanalysis system provides many advantages:

� Serves analytical data to many business applications� Combines multisource and multiformat data� Manages large volumes of data� Provides ad hoc queries� Performs complex calculations

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Essbase Terminology

The following table describes the common terminology used in HyperionEssbase.

The following example shows the terminology as it applies to an Essbaseoutline.

Term Description

Outline The representation of the relationships among themembers in the database

Dimensions Elements of the Essbase outline structure

Members A discrete component of a dimension

Attributes Attributes describe characteristics of members in anoutline

Attribute Dimensions A dimension tagged as an attribute

Generation A consolidation level in a dimension

Level A branch within each dimension

Leaf Node Members with no children

Parent A member with at least one child memberimmediately below it

Child A member with a parent immediately above it

Sibling A child member at the same branch level as anotherchild member with the same parent

Ancestor Any member in a branch above a member

Descendant Any member below a parent

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Defining an Outline
All databases begin with an outline. The outline defines the relationshipsamong the members in the database. Most relationships are hierarchical innature.

In the following illustration, you see a representation of the Yeardimension. The tree structure is used to represent member consolidationsand relationships.

An Essbase outline presents the tree structure in a more traditional linearform:

Defining Dimensions

Dimensions are groups of elements of the Essbase outline structure. Theyare discrete, homogenous groups of metadata with summarized datacategories. Typical examples of dimensions are:

� Geographic units (states, regions, countries, markets)� Business units (divisions, departments, legal entities)� Time units (hours, days, months, quarters, years)� Human elements (salespeople, managers, customers)� Accounts and measures (sales revenues, expenses, profits, units

shipped, sales ratios)� Distribution channels (retail, wholesale, institution, government)� Scenario (actual, budget, variance)

1-8 Hyperion


Two special, dimension types have specific characteristics applicable onlyto those two types:

When you use Hyperion Reports, you are able to select multipledimensions on which to report. It is important to understand theterminology and outline concept so you can maximize your usage ofHyperion Reports.

Defining Attribute Dimensions

An attribute dimension is a dimension tagged as an attribute. Forexample, Ounces in the Sample Basic database is an attribute dimension.

A standard dimension is any dimension in the outline that is not anattribute dimension. For example, Year in the Sample Basic database is astandard dimension.

Each attribute dimension is associated with one and only one standarddimension, referred to as a base dimension. Like standard dimensions,attribute dimensions contain members and member hierarchies. In theSample Basic database, the attribute dimension Ounces is associated withthe Product dimension.

Defining Members

A member is a discrete component of a dimension and has a unique name(to the entire cube or outline). A dimension can contain an unlimitednumber of members.

The following terms describe member relationships:

Time You can have only one time dimension.

Account Has special options unique to it.

A member with at leastone child member

immediately below it.

A member with a parentimmediately above it.

A child member at thesame branch level asanother child memberwith the same parent.

Any member in abranch above amember.

Any member belowa parent.

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Identifying Member Branches - Generations
The term generation is one perspective used to describe a member’slocation within the dimension outline hierarchy. The generation numberidentifies the branch on which the member lies in reference to its distancefrom its dimension’s name.

Generations and levels may be named for analytical orconsolidation purposes.

Identifying Member Branches - Levels

The term level describes a member’s location in the outline hierarchy froman alternate perspective.

In the previous outline, Oregon is Level zero (0) of Market and West isLevel one (1) of Market. Market is Level two (2) in reference to the Westbranch and Level one (1) in reference to the East branch.

A level is a branch in each dimension. The levels count up from the leafnode towards the root. The root level number varies depending on thedepth of the branch. The leaf is always level zero (0) and level numbersincrease as members become more generalized (less specific).

Gen 1Gen 2Gen 2Gen 3Gen 3Gen 3Gen 3Gen 3

Level 1/Level 2Level 0Level1Level 0Level 0Level 0Level 0Level 0

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Essbase OLAP Server

The data you access when you generate Hyperion Reports resides on theEssbase server. This is the Database tier. The Essbase server must berunning before you can access Hyperion Reports.

When the server is running, the following screen shows you it is activeand waiting for client requests.

To start the Essbase OLAP server:

1) From the Windows desktop, select the Essbase group folder.

2) Double-click Essbase .

3) Type your password and press [Enter].

4) Minimize the Essbase window.

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Hyperion Essbase Application Manager
Hyperion Essbase Application Manager is a graphical user interfacewhere you create and maintain Essbase applications. If you need to see orchange your application outline, you do it in Application Manager.

To start Essbase Application Manager:

1) Select Start / Programs / Hyperion Solutions / Hyperion Essbase 6.0 / EssbaseOLAP Server.

2) Type your password, and press [Enter].

3) Minimize the Essbase window.

4) Select Start / Programs / Hyperion Solutions / Hyperion Essbase 6.0 / EssbaseApplication Manager or

Double-click Essbase Application Manager .

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To connect to the server:

1) Select Server / Connect.

2) Select the Server.

3) Type your Username and Password. Neither field is case sensitive.

4) Click OK.

To start an application:

1) Connect to the server on which the application resides.

2) Select the application from the Application Desktop Window.

3) Select Application / Start/Stop.

4) Click Yes.

Hyperion 1-13

Exercise: Starting the Essbase OLAP Server
In this exercise, you start the Essbase OLAP server and review databaseoutlines. Check with your instructor, depending on the classroomconfiguration, you may not need to start the server. Your instructor mayprovide you with a unique username and password.

Starting the Essbase OLAP Server

1) From the Hyperion Reports folder, double-click Essbase Server .

Depending on the classroom configuration, the Essbase serverpassword may be supplied and the server minimizedautomatically.

2) At the prompt, “Please type the system password:”, type ESSBASE.“Waiting for Client Requests...” displays.

3) Minimize the Essbase Server window.

Launching Essbase Application Manager and Connecting tothe Server

1) From the Hyperion Reports folder, double-click Essbase ApplicationManager.

2) From the Essbase Application Manager desktop, select Server /Connect.

3) In the Essbase System Login dialog box, type the followinginformation:

4) Click OK.

Server Localhost

Username Trnadmin

Password hyperion

1-14 Hyperion


Review Database Outlines

1) In the Localhost dialog box, from the Applications drop-down list,select Sample.

2) From the Databases list, select Basic, then click Open.

3) In the Outline Editor window, select a dimension, then select Outline /Expand to Descendants. Review the dimension’s members, attributesand hierarchy.

Hyperion Reports provides you with several sample reportsfor the Sample: Basic database. Reviewing the outline willassist you when viewing these reports.

4) Select Outline / Expand Entire Outline and review each of the dimensions.

5) In the Outline Editor window, select File / Close to return to theEssbase Application Manager desktop.

6) Repeat steps 1 through 4 for the PROFANA application, Profit database.Be sure to review all of the dimension members and hierarchy.

During the class, you create reports for this database.Reviewing the outline will assist you with member selectionfor the report columns and rows.

7) Review the attributes Big Market, Intro Dates, Promotions and HomeOwnership Percentage. Notice which attributes are associated with eachdimension.

8) In the Outline Editor window, select File / Close to return to theEssbase Application Manager desktop.

9) Select File / Exit to exit the Hyperion Essbase Application Manager.

Hyperion 1-15

Hyperion Reports Database Tier
The database tier contains the relational database and the Essbase datasource.

Supported Relational Databases

Hyperion Reports currently supports the databases shown below forstoring security and repository (reports and report objects) information forHyperion Reports. You must install the client component for theappropriate database of the Report Server machine to allow the ReportServer to communicate with the relational database. For SQL Server, athird party product called JTurbo 1.2.2 is required. Supported databasesare:

� Microsoft SQL Server 7.0 or later� Oracle 8.1.6 or later� IBM DB2 6.1 or later

All reports and objects created by Hyperion Reports users are storedin the relational database. Be sure to allocate enough storage space toaccommodate your user base. A report containing one chart, oneimage, one grid and one text object generally consumes 2 megabytesof storage.

Supported Data Sources

Hyperion Reports currently supports the following data sources:

� Hyperion Essbase Runtime Client (RTC) 5.0.2 patch 13 or later� Hyperion Essbase RTC Server Release 6.0.1 or later� Hyperion Essbase RTC Server Release 6.1 or later

1-16 Hyperion


Hyperion Reports Client Tier

The Hyperion Reports client tier contains the Hyperion Reports ReportClient and the Essbase Runtime Client.

Hyperion Reports Report Client Requirements

Below is a list of requirements for client machines. The following need tobe installed to access the Hyperion Reports Report Client:

� Windows 9x, Windows NT 4 (workstation or server) SP6 or higher,Windows 2000 SP1 Professional, Windows Millennium

� Hyperion Essbase Runtime Client (RTC) 5.0.2, patch 13 or later,Release 6.0.1 or later or Release 6.1 or later

� Microsoft Java Virtual Machine (MS JVM) v5.00.3390 or higher(installed by the Hyperion Reports installation program)

� Minimum of 64MB of RAM� Minimum of 80 MB of free disk space� Pentium II processor, 233 MHZ� VGA (256-color) or better graphics� 800 x 600 minimum screen resolution� Microsoft Internet Explorer 4.0 or later

You can view reports using either Microsoft Internet Explorer orNetscape Navigator. Microsoft Internet Explorer is required by theHyperion Reports Report Client for certain functionality. HyperionDesktop is installed automatically when you install HyperionReports. You can use either Netscape Navigator 4.0 or MicrosoftInternet Explorer 4.0 to view your HTML reports.

Hyperion 1-17

Hyperion Reports Application Tier
The Report Server and report repository are on the application tier. Therepository is where the reports are kept. The Report Server is responsiblefor:

� Data retrieval from the data sources� Report object retrieval from the repository or file system� Report production� Report and object storage.

The report server retrieves the report from the repository, executes thequery for layout, presentation and data content and performs calculationsto produce a report.

Report Server Component Requirements

This section lists the hardware and software requirements for theHyperion Reports Report Server, Scheduler Server and Print Servercomponents.

Report Server Requirements

� Windows NT 4 Server SP6 or later, Windows 2000 SP1 or later� Hyperion Essbase Runtime Client (RTC) 5.0.2, patch 13 or later,

Release 6.0.1 or later or Release 6.1 or later� Access to one of Hyperion Reports supported relational databases

for security and repository.

This is not required for Work Offline mode.� Minimum of 256MB of RAM� Minimum of 120MB of free disk space� VGA (256-color) or better graphics� 800 x 600 minimum screen resolution

Scheduler Server Requirements

� Windows NT 4 Server SP6 or later, Windows 2000 SP1 or later� Minimum of 128MB of RAM� Minimum of 40MB of free disk space

Print Server Requirements

� Windows NT 4 Server SP6 or later, Windows 2000 SP1 or later� Microsoft Java Virtual Machine (MS JVM) v5.00.3390 or higher

(installed by the Hyperion Reports installation program)� Adobe Acrobat Writer version 4.0 or higher� Minimum of 128MB of RAM� Minimum of 40MB of free disk space

1-18 Hyperion


Starting the Report Server

Before launching Hyperion Reports, the Report Server must be started.You can configure the server to start manually or automatically at systemstartup.

Before starting the server, make sure a user is logged into theworkstation or server.

To manually start the server:

1) From the Windows desktop, Select Start / Settings / Control Panel /Services.

2) Select Hyperion Reports Server Components.

3) Click Start.

4) Click Close.

To start the server automatically:

1) From the Windows desktop, navigate to Start / Settings / ControlPanel / Services.

2) Select Hyperion Reports Server Components.

3) Select Startup. Select Automatic. Click OK.

4) Click Close.

Stopping the Report Server

To stop the server:

1) Make sure all users have logged off the server

2) From the Windows desktop, navigate to Start / Settings / Control Panel /Services.

3) Select Hyperion Reports Server Components. Click Stop.

4) Click Close.

Hyperion 1-19


1-20 Hyperion


��Check Your Understanding

Now that you have completed the chapter, check your understanding byresponding to the following:

1. What are the three tiers in the Hyperion Reports architecture?

2. What is OLAP? How is it used?

3. What is multidimensionality?

4. What is a dimension?

5. What is a member?

6. Name two of the terms used to describe member relationships in adimension hierarchy.

Hyperion 1-21


��Check Your Understanding Solutions

1. What are the three tiers in the Hyperion Reports architecture?

The Database tier is the bottom tier and contains the database source.

The Application tier consists of the Report Server and respository.

The Client tier is the top tier containing the Hyperion Desktop andthe Hyperion Reports Report Client.

2. What is OLAP? How is it used?

OLAP stands for Online Analytical Processing. It is used to transformraw data into useful information for consolidating, analyzing andreporting. OLAP solutions facilitate intensive analysis and decision-making.

3. What is multidimensionality?

Multidimensionality is the concept of converting two-dimensional,row and column data into a multidimensional cube. Storing data in acube allows all attributes of the data in the cube to be accessedsimultaneously. In relational terms, the multidimensional conceptcan be thought of as data that is concurrently indexed along all of theattribute tables.

4. What is a dimension?

A dimension is a discrete, homogeneous set of metadata elementsdefining one view or attribute of a business. A dimension isorganized with a hierarchical structure.

5. What is a member?

A member is a a discrete component of a dimension. It describes oneattribute of a set of data values.

6. Name two of the terms used to describe member relationships in adimension hierarchy.

Parent, child, descendant ancestor, sibling, generation, level.

1-22 Hyperion


Summary and Design Considerations

� Hyperion Reports is the application intelligent reporting solution forthe analytical applications.

� Hyperion Reports is based on a three-tiered architecture.

� To meet the demands created by rapid growth and to satisfy theneed to analyze more data in a short time, OLAP provides apowerful solution. OLAP lets you organize your data in dimensions,analyze your data based on the dimension combinations and obtaina multidimensional view of your data.

� Essbase provides a robust OLAP solution that lets you operate in aclient/server environment.

� Metadata describes the data values in a database.� Multidimensionality converts two-dimensional, row and column

oriented, data into a multidimensional cube. The faces of the cuberepresent dimensions.

� Drilling down is a specific analytical technique by which younavigate among levels of data ranging from the most summarized(up) to the most detailed (down).

� Dimensions are groups of elements of the Essbase outline structure.� When you use Hyperion Reports, you are able to select multiple

dimensions on which to report.� The data you access when you generate Hyperion Reports resides on

the Essbase server. This is the Database tier. The Essbase server mustbe running before you can access Hyperion Reports.

� The Report Server and report repository are on the application tier.The repository is where the reports are stored. The report serverretrieves the report from the repository, executes the query forlayout, presentation and data content and performs calculations toproduce a report.

• Database tier The bottom tier containing the databasesource.

• Applicationtier

The middle tier containing the Report Serverand repository.

• Client tier The top tier containing the HyperionDesktop, Report Designer and ReportViewer.

Hyperion 1-23


1-24 Hyperion

2Basic Reporting

Chapter Objectives

When you complete this chapter, you will be able to:

• Launch the Desktop• Navigate the Desktop• Use the Repository• Open a Report• Understand Report Components• Understand the Design Tab Layout• Use the Hyperion Reports Web Viewer

2 Basic Reporting Designing Hyperion Reports2
Overview
The Client tier contains the Hyperion Desktop and the Hyperion ReportsReport Client.

Because Hyperion Reports runs in the Hyperion Desktop, you must firstlaunch the Desktop before starting Hyperion Reports.

Hyperion Reports has two modules: Design and View. You use the Designmode to design reports that retrieve, calculate and format data fromHyperion Essbase. In View mode, you can view online the reports createdin the Designer.

The Hyperion Desktop

You log on to Hyperion Desktop to launch Hyperion Reports. With theHyperion Desktop, you can run multiple Hyperion Solutions productssimultaneously and navigate among them. You can also perform tasks forHyperion Reports using the Hyperion Desktop.

The Hyperion Desktop is a secure environment that protects yourHyperion Reports data. When you log onto the Desktop, you also log onto Hyperion Solutions applications.

If you do not have access to the Hyperion Essbase server, a dialog boxdisplays and lets you log on to the Hyperion Essbase server using anotheraccount.

To avoid logging on to the Hyperion Essbase server separately, you cancreate identical user accounts on both the client and server computers.

Client tiercontaining HyperionDesktop and ReportClient

2-2 Hyperion

2Designing Hyperion Reports Basic Reporting

Launching the Desktop

To launch Hyperion Desktop:

1) From the Hyperion Desktop group, select Hyperion Desktop.

2) To use the Hyperion Desktop without logging onto a server,click Work Offline.

To log onto a server:• Type your User ID in the User ID box.• Type your password in the Password box.• Select the Server from the drop-down list.• Click Log On.

Hyperion 2-3

Navigating the Desktop
When you first log on to Hyperion Reports, you see a blank work area.You can immediately begin to create a new report, open an existing reportor create and maintain books and batches.

There is a navigation frame component to the desktop. The navigationframe is primarily for adding and deleting servers and applications. Youwill perform the majority of your work in Hyperion Reports withoutusing the navigation frame.

To view the Navigation Frame:

1) Click Show/Hide Navigation . The desktop appears with thenavigation frame.

2-4 Hyperion


Adding an Application to the Desktop from another server

You can use Organize Desktop to retrieve and run applications fromanother active server. When you connect to a new server, the serverauthenticates you and you can retrieve applications. The applicationdisplays in the Navigation Frame. This option is only available if youlogged onto a server when launching the Hyperion Desktop.

To add an application to the Desktop:

1) Select View / Navigation Frame / Organize Navigation Frame.The Organize Desktop dialog box displays.

2) Select a server from the Available list.

3) Click the right arrow button in the center column.The applications on the server display in the left-hand column.The applications currently running in the desktop display in theright-hand column.

Applications and servers that have already been addeddisplay in the Available list with a line through them. Onlyapplications and servers in bold print can be added.

4) To add an application from the selected server:• Decide where in the right-hand column to position the new

application.• Select the application just below it. If there is no application

currently in the Navigation Frame, skip this step.• Using the mouse, select an application on the left-hand side.• Click the right arrow button in the center column.

You can rearrange the applications in the right-handcolumn by selecting an application and using the up ordown arrows.

5) To add applications from another server, repeat steps 2 through 4.

6) Click OK.

To remove an application:

1) Select an application on the right-hand side.

2) Click the left arrow button in the center column.

Hyperion 2-5

Adding Servers and Applications
This option is available only if you logged onto a server when youlaunched the Hyperion Desktop. You should also make sure you haveanother server running for this procedure to work.

To add a server or application:

1) Select View / Navigation Frame / Organize Navigation Frame.

2) From the Available list, select the server to add. Click .

Only applications and servers in bold can be added.Applications and servers that have already been addeddisplay in the Available list with a line through them.

3) Click OK.

To display a server when you know the name:

You can also add a server and application if you know the server orapplication name.

Follow this procedure only if you are an experienced systemadministrator.

1) Select View / Navigation Frame / Organize Navigation Frame.

2) Click Advanced.

3) Click New.

4) In the Display Name text box, enter the name to display in thenavigation frame.

5) In the Full Name text box, type the full name of the server orapplication using the following format:

server name\application name

where Server name is the name of the server and application name isthe name of the application.

6) In the Node Type text box, choose the type of node you want to add.

2-6 Hyperion


7) Click Add.

8) Click OK.

Desktop Toolbar

The Desktop toolbar provides mouse alternatives to menu bar options.

Show/Hide Navigation - Opens or closes the Navigation Frame.

Expand All - Expands all directories in the Navigation Frame.

Collapse All - Collapses all directories in the Navigation Frame.

New Report - Creates a new Blank Report. To create astandard report, you select File / New / Standard Report.

New Book - Starts the Book Editor to allow you to create abook.

New Batch - Starts the Batch Editor to allow you to create abatch.

Schedule a Batch - Starts the Batch Scheduler.

Repository - Starts the Repository.

Show/HideNavigation

Frame

ExpandAll

CollapseAll

NewReport

NewBook

NewBatch

Repository

Schedule aBatch

Hyperion 2-7

The Repository
The repository in Hyperion Reports is the file management tool andfunctions similar to Windows Explorer. It contains default folders namedBatch Jobs, Books, Objects, Reports and Snapshots. You can add additionalfolders and categorize them to suit your needs.

To start the Repository:

1) Select File / Repository or click Repository

Use this tospecify the file

types you wantto display

Opens the selected file or folder.

Will display a selected report or book or expand/collapse aselected folder.

Refreshes the repository display.

Allows you to rename the selected file or folder.

Will create a new folder within the selected folder.

Will create a copy of the selected file. Folders cannot be

copied. Copy performs the same function.

Starts the e-mail editor. You can only send a link to reports,snapshots, or snapshot books.

Deletes the selected file or folder. Deleting a folder deletes allof its contents.

2-8 Hyperion


Opening Existing Reports

You open reports from the repository, the toolbar or by using File / Openfrom the menu bar. You can display both dynamic reports and snapshotreports in the desktop. To view or print a dynamic report, you must beconnected to a Hyperion Essbase application. If you are not connected to adata source, you can only view snapshot reports. Snapshot reports displaystatic data.

To open existing reports:

1) From the Hyperion Desktop, you can select File / Open, click Repository

or click Open .

2) Find the report file and double-click it or select it and click Open.

If you are not logged onto a Hyperion Essbase data source, thelogon dialog box displays. You are required to log in beforeany reports display.

Viewing Multiple Reports

You can view multiple reports by opening them and resizing them todisplay side by side.

Report Form

After you choose a report, it displays in the report form. The report formdisplayed in Hyperion Reports has two pages: Design and View. Eachpage is accessed with a tab at the bottom of the report form. You must beon the Design page to build and modify reports. Use the View page todisplay your report and confirm the data structure and layout you createdon the Design page. The View page has no designing capabilities.

Previewing Reports

You can preview a report before you print it.

To preview reports:

1) Open a report.

2) Click Print Preview .

Hyperion 2-9

Report Components
Reports contain report objects such as text boxes, grids, images and charts.

The following images can be used for report formats:

� .bmp� .jpeg� .gif� .wmf� .emf� .ico� .cur

The Footer candisplay text orimages

An Image is a reportobject that includes

graphic formats. Youcan add it to a header,footer or outside other

report objects.

A Grid is a report objectthat retrieves data in

rows, columns andpages.

A row can contain text,data or derived data.

You can formatindividual rows.

A cell is an intersectionof a row and column.

You can formatindividual cells.

Text box

The Header candisplay text orimages.

The Page Arearepresents amember common toboth the rows andcolumns.

A column cancontain text, data orderived data. Youcan formatindividual columns.

A Chart retrievesdata from a specificgrid.

The Page Arearepresents amember common toboth the rows andcolumns.

2-10 Hyperion


The Design Tab Layout

You design reports that retrieve, calculate and format Hyperion Essbasedata in the Hyperion Reports Designer. The Design tab does not displaythe data. You use it to define formatting options and position reportobjects. You create reports on the Design tab and view them on the Viewtab.

You use the toolbar buttons or menu items to add report objects to thereport design and then use the property sheets to customize the reportobjects.

Designer Toolbar

The Designer toolbar contains shortcuts to design features. You can usethe View menu to display or hide the Designer toolbar.

InsertGrid

InsertText

InsertImage

InsertChart

InsertRow

InsertColumn

DisplayProperty Sheet

Italic

Underline

Overline

AlignLeft

AlignCenter

AlignRight

Font

Bold

Hyperion 2-11

Navigating the Design Tab
You can hide or show rulers, toolbars and property sheets.

To show / hide the ruler:• To show the ruler, select View / Ruler.• To hide the ruler, deselect View / Ruler.

To show / hide the property sheetBy default, property sheets are displayed on the left side of the Designer.The options on the Property Sheet depend on the object selected.

• To show the property sheet, select View / Properties Sheet.• To hide the property sheet, deselect View / Properties Sheet.

To show / hide the Desktop status bar• To show the Desktop status bar, select View / Status Bar.• To hide the Desktop status bar, deselect View / Status Bar.

Ruler

Ruler

Toolbar

PropertySheet

Status Bar

2-12 Hyperion


Exercise - Report Navigation

In this exercise, you review basic navigation within a report.

1) Click Repository . Browse and find theCurrentMonthProfitandLoss report.

2) Double-click the CurrentMonthProfitandLoss report to open it.

The Desktop window displays the Property Frame and ReportFrame. The Report Frame contains Design and View tabs. TheProperty Frame displays Report Properties.

3) Select View / Header to display the header.

4) Click anywhere on the text INCOME. When a text object is selected, theText Properties display in the Property Frame.

5) Select the blue title bar of Grid1. The Grid Properties display on theleft.

6) Select View / Point of View to display the User Point of View.

7) In the Data Source Login dialog box, type the following information:

8) Click OK.

9) Select View / Properties Sheet to close the Properties Sheet.

10) Select the View tab to view the report.

11) Select File / Print Preview and click Zoom In to better view the report.

12) Click Close to close the preview screen.

13) Select File / Close to close the report. If prompted to save changes to thereport, click No.

User ID trnadmin

Password hyperion

Hyperion 2-13

Hyperion Reports Web Viewer
Hyperion Reports Web Viewer lets you view and print reports andsnapshot reports in a Web browser. You can view them in HTML, or if youhave Adobe Acrobat Reader and Adobe .PDFWriter, you can view them inPortable Document Format (.PDF). You can also change your user point ofview or page members to see different data views. Grid POVs can only bechanged in the Reports client and do not display in the Web Viewer.

Logging on to the Hyperion Reports Web Viewer

When you access the Hyperion Reports Web Viewer, you are on theLogon page. You need to enter your name and password to access theReport List.

To log on to the Hyperion Reports Web Viewer:

1) Open your Web Browser to the Hyperion Reports address.

2) Type your user name and password.

3) Click Go.

2-14 Hyperion


Selecting a Report Server

If you use multiple report servers, you must select one report server beforeviewing or printing reports.

If you can access only one report server, the report server tabs do notdisplay.

If this is the first time you are accessing the data source, you might beprompted to logon. If your Web Viewer name and password are differentfrom those for the data source, the following dialog box displays:

To select a report server

From the Report List or Snapshot List, click the Report Server tab atthe top left of the page.

Hyperion 2-15

Web Viewer Directory
Once you have logged into the Web Viewer, the List of All Items displays.If the report you want to view does not display, you can search for it oryou can display the full list of reports. You can sort the list based on name,type of document or when it was modified.

To sort the list by date modified:

Click the Modified column at the top of the Snapshot List, or

Select Modified from the Sort By drop-down box and click Go.

Date formats (American versus European) are determined by theserver properties file.

To sort the list by type:

Click the Type column at the top of the Snapshot List, or

Select Type from the Sort By drop-down box and click Go.

To sort the list by name:

Click the Name column at the top of the Snapshot List, or

Select Name from the Sort By drop-down box and click Go.

2-16 Hyperion


Viewing Reports

Reports can be viewed in HTML with the web browser or .PDF formatusing Adobe Acrobat.

To view a report:

1) Click Reports

2) To view the report in HTML, click html next to the name of the reportyou want to view.

To view the report in .PDF, click .pdf next to the name of the reportyou want to view.

To search for a report:

To search by text:• In the Search Titles text box, type the text• Click Go

To see the full list of reports• Leave the Search Titles text box empty• Click Go

Hyperion 2-17

When you view a report in HTML, it uses the user POV, which appearsabove the report. You can change the user POV and regenerate the report.
When you view a report in .PDF, it is generated using the user POV andconverted to .PDF.

You must have Adobe Acrobat Reader installed on your computer andAdobe .PDFWriter installed on your report server to view reports in .PDF.If .PDFWriter is not available, the reports are only viewable in html formatin the Web Viewer. The report name appears as a link. Click the link to viewthe report.

Exporting a Report to a Spreadsheet

When viewing a report in the Hyperion Web Viewer, you can export it to aspreadsheet. To enable the export to spreadsheet functionality, you mustview the report in the HTML format. The report displays an (Export toSpreadSheet) link in the middle of the form as shown in the following table:

User POV

PageSelector The current

form of thedisplayedreport, eitherHTML or.PDF

Click to export the report to aspreadsheet

2-18 Hyperion


To export a report to a spreadsheet:

1) Open the report in HTML.

2) On the report form, click (Export to Spreadsheet).The report displays in spreadsheet format.

Only the displayed page exports to the spreadsheet. To exportmultiple pages, you display and export each page one at atime.

3) Select File / Save As.

4) Enter a File name and File type and click Save.

You can choose from many options for the file type includingExcel, Lotus, Quattro Pro and Text.

5) Click Back to return to the Web Viewer display.

Hyperion 2-19

Changing the User Point of View
To change the displayed and calculated data, change the user point ofview (POV) in the Web Viewer. There is one user POV for each datasource. When you change your data source, the corresponding user POVdisplays.

However, a grid POV takes precedence over the user POV. If a dimensionis set on the grid POV, changing it on the user POV will have no effect onthe data.

To change the user POV:


2) On the User POV, click the dimension you want to change.The Select a Member page displays for the selected dimension.

To set the number of members that display on a page, select anumber from the Members Per Page drop-down box. Click Go.

2-20 Hyperion


3) Click the member you want to select for the POV. The Select aMember page displays for all dimensions. To return to the report

without making a selection, click Abort .

4) Change the POV for other dimension members by directly entering

the name in the text box (if known) or click Lookup to select othermembers.

5) To return to the report with the new POV settings, click Continue .

To cancel the action and return to the report, click Abort .

Hyperion 2-21

Selecting Members for the User POV
You can search for specific members. If you type a string of characterscontained in quotations, exact characters including blank spaces betweenthem, are searched. You can search using the following:

Item Task

Find Drop-down box Select the topic on which to base the search.

Find text box Type the characters for a search or select a savedsearch criteria.

Finds the next item that matches the search criteria.

Finds the previous item that matches the searchcriteria.

Use Wildcards Searches text and wildcard (* and ?) symbols in theFind text box for the specified member properties.

? represents a single character.

* represents multiple characters.

Case-Sensitive Searches case-sensitive text in the Find edit box.

Auto Load Select this checkbox and then click the dimensionmember to be loaded

Loads all rows for this dimension

Fully expands the dimension hierarchy

Fully collapses the dimension hierarchy

2-22 Hyperion


Changing a Page Member

If multiple members were assigned to the page axis of a grid, you canselect a different page member in an HTML report. After changing thepage member, refresh the report to display the new data.

When viewing a report with multiple page members in .PDF, the report isgenerated for all page members. It displays in Adobe Acrobat Readerinside the Web browser.

To change the page member:


2) From the Page drop-down box, select a member.

3) Click Refresh.

Viewing Snapshots

When you view a snapshot report, you see data from a specific point intime. The POV of a snapshot is fixed and cannot be changed. A snapshot isdisconnected from the data source and is not updated when data changes.

You open snapshots from the List of All Items. You can view a snapshot inHTML or .PDF. You use HTML to preview the snapshot. You use .PDF topreview or print it. If you use .PDF, the snapshot displays in AdobeAcrobat Reader inside the browser.

You must have Adobe Acrobat Reader installed on your machine andAdobe .PDFWriter installed on your report server to view reports in.PDF.

Hyperion 2-23

Printing Reports and Snapshots
You can print a report or snapshot in HTML or .PDF.

If you print a report or snapshot with multiple page members in HTML,only the displayed page member is printed. The browser’s printcapabilities determine how the report is printed.

If you print a report or snapshot with multiple page members in .PDF, aseparate report is printed for each page member. To ensure that the reportor snapshot is properly formatted and paginated, print them in .PDF.

To print a report or snapshot:

1) Open a report in either HTML or .PDF.

2) To print an HTML report or snapshot, click Print .

3) To print a .PDF report or snapshot, from Adobe Acrobat Reader,select File / Print.

2-24 Hyperion


Exercise - Hyperion Reports Web Viewer

In this exercise, you review the Hyperion Reports Web Viewer features.You view reports and change the User Point of View.

Accessing the Web Viewer

1) Select File / Exit to exit the Hyperion Desktop.

2) On the Windows desktop, double-click Internet Explorer.

3) If the Web Viewer Logon screen does not display, enter the Address:

HTTP:/<server-name>/HReports/Logon_Main.jsp

where <server-name> is the name of your Web Viewer server.

Your instructor will provide you with the server name.

4) On the Web Viewer Logon screen, type User Name trnadmin,Password hyperion. Click Go.

Your User ID and Password are the same ones used to logon tothe Hyperion Desktop.

Viewing Reports

1) In the List of all items, browse and find the All_Measures report.

2) Select the All_Measures report to display the report.If you have not yet logged onto the Essbase Server, the DatabaseLog On screen displays.

3) Enter the User Name trnadmin and the Password hyperion. Click Go.The report displays with a User POV at the top.

4) Scroll up and down and side to side to view the report data.

5) On the right side of the User POV, select the List link.You are returned to the list of reports.

Changing the User Point of View

1) Select the CurrentMonthProfitAndLoss report to display the report.

2) In the User POV, click the Market dimension.The Select a Member screen displays.

Hyperion 2-25

3) Expand Market and click Central.
The Select a Member screen displays with the all the dimensionmembers.

4) Click Report in the upper right corner of the Web Viewer.The report displays with data for the Central region.

5) Click List in the upper right corner of the Web Viewer to return to thelist of reports.

6) Click Log Off.

7) At the prompt “Are you sure you want to log off?”, click Go.The Web Viewer Logon screen displays.

8) Close Internet Explorer.

9) From the Hyperion Reports folder, launch Hyperion Desktop. Loginusing User ID trnadmin and the Password hyperion.

2-26 Hyperion




1. Why do you logon to Hyperion Desktop?

2. What kind of reports can you display in Hyperion Reports?

3. What are the modules in Hyperion Reports?

4. What functions can you perform in the Hyperion Reports WebViewer? What formats does it use?

5. What displays in the Hyperion Reports Designer?

Hyperion 2-27



1. Why do you logon to Hyperion Desktop?

You log on to Hyperion Desktop to launch Hyperion products. It is asecure environment that protects your Hyperion Reports data. Withthe Hyperion Desktop, you can run multiple Hyperion Solutionsproducts simultaneously and navigate among them.

2. What kind of reports can you display in Hyperion Reports?

You can display dynamic and static reports. Static reports are knownas snapshot reports.

3. What are the modules in Hyperion Reports?

Hyperion Reports has two modules: Designer and Viewer.

4. What functions can you perform in the Hyperion Reports WebViewer? What formats does it use?

Hyperion Reports Web Viewer lets you view and print reports andsnapshot reports in a Web browser. You can change your user pointof view or page members to see different data views. You can exporta report from the Web Viewer to a spreadsheet. You can view reportsin HTML format and, if you have Adobe Acrobat Reader and Adobe.PDFWriter, you can view them in Portable Document Format (.PDF).

5. What displays in the Hyperion Reports Designer?

Only report objects display in the Designer. No data displays in theDesigner. You use format options to design the objects to yourspecifications.

2-28 Hyperion



� You log on to Hyperion Desktop to launch Hyperion products. Youcan run multiple Hyperion Solutions products simultaneously andnavigate among them.

� Hyperion Reports has two tabs: Design and View. You use theDesign tab to design reports that retrieve, calculate and format datafrom Hyperion Essbase. You use the View tab to view the designedreport with data.

� You create reports in the Design tab and view them in the View tab.� Reports can contain text boxes, grids, images and charts.� Hyperion Reports Web Viewer lets you view and print reports and

snapshot reports in a Web browser.• You can view them in HTML or, if you have Adobe Acrobat

Reader and Adobe .PDFWriter, you can view them in PortableDocument Format (.PDF).

• You can also change your user point of view or page members tosee different data views.

� You can export a report to a spreadsheet from the Web Viewer.

Hyperion 2-29


2-30 Hyperion

3Grids

Chapter Objectives

After completing this chapter, you will be able to:

• Create a new report• Create a grid• Define members• Create lists of members• Save reports• Select members for pages• Define a point of view

3 Grids Designing Hyperion Reports3
Overview
In this chapter, you will learn how to create a report. You will definedimension members in a grid and select members for multiple pagereports. You will also define a POV.

Creating a New Report

When you create a new report, you can choose to create a standard reportor a blank report. A standard report is already preformatted with one textbox and one grid. A blank report contains no preformatted objects. If youchoose a blank report, you need to create all the grids and text boxes youwant on the report.

When you create a standard report, you are prompted for a data source.When you create a blank report, you are not prompted for the data sourceuntil you insert a grid.

Grids

Grids contain components from external data sources. When you add anew grid to your report, you must define the dimension layout and selectits members. You can assign members to rows, columns, and page axes ina grid and to the POV bar.

You begin the creation of the grid by selecting dimensions. You can selectattribute dimensions to display on the grid’s axes. You can layer multipledimensions on a row, column or page.

3-2 Hyperion

3Designing Hyperion Reports Grids

You define the grid layout by dragging dimensions to the Pages, Rowsand Columns sections in the Dimension Layout dialog box.

When you add a new grid, it is assigned a default name of Gridn, where nis an assigned identification number. You can change the name when yousave the grid. When a function or chart references the grid, it uses the gridname.

Accept the defaultname of the grid or type

a new one.

Select a datasource from the listof data sources

Drag attributedimensions to the Pointof View, Pages, Rows,

or Columns sections.Drag POVdimensions toPages, Rows, orColumns

Defines members inpage axis.

Defines members incolumns.

Defines members inrows.

Hyperion 3-3


To create a standard report:

1) From the Menu Bar, select File / New / Standard Report.The Data Source Login dialog box displays.

2) Enter the following information:• Server• Application

Application is case sensitive.• Database

The first time you log onto a data source, you are alsoprompted for your User ID and Password

3) Click OK.The Dimension Layout dialog box displays.

4) In the Dimension Layout dialog box, drag the icons from theAttribute Dimensions and Point of View sections to the Pages, Rowsor Columns sections. Click OK.

The Report Form displays.

To create a blank report:

1) From the Menu Bar, select File / New / Blank Report.A blank report form displays.

To add a new grid:

1) Open a report design and click inside the report frame.

2) Click Insert Grid .The cursor becomes a cross-hair when you move it over theworkspace.

3) Draw the grid size by positioning the cross-hair where you want theupper left corner of the grid and dragging it to where you want thelower right corner.

The Data Source Login dialog box displays.

4) Enter the following information:• Server

3-4 Hyperion


• Application

Application is case sensitive.• Database

The first time you log onto a data source, you are alsoprompted for your User ID and Password


6) In the Dimension Layout dialog box, drag the icons from theAttribute Dimensions and Point of View sections to the Pages, Rowsor Columns sections. Click OK.

The Report Form displays.

Editing the Dimension Layout

To edit a dimension layout:

1) Open a report design.

2) Select the grid with the dimension you wish to edit.

3) In the Grid Properties sheet,

click Dimension Layout .The Dimension Layout dialog box displays.

4) Make your changes in the Dimension Layout dialog box, click OK.The Report Form displays.

Hyperion 3-5

Defining Members
After defining the dimension layout, you must select the members foreach dimension. You can also save member lists and member selectioncriteria that dynamically retrieve members without having to recreateformulas.

You open the Select Members dialog box by highlighting a row or column

and clicking Add Member in the Properties Sheet or double-clicking thedata row or column.

Assigning Members to a Report

You define data rows and columns in the Select Members dialog box. In it,you can select members, create member lists and build functions thatdynamically select members. When you exit the Select Members dialogbox, your view options and filters are saved.

Individual members of a dimension display on the Members panel. Theydisplay in a Tree view, a hierarchal view for the specified dimension. Thedefault is to display the top-level member. To view other relationships,you need to expand it. You can also display members in a flat list.

Two additional selection options are the Current POV for the dimensionmember and Prompt for the dimension member. If the Current POV is aselected member, the POV for the grid will take precedent over your userPOV when you access the report. If Prompt for member is a selectedmember, the report will ask you to provide the member for which youwant to display the data each time you access the report or a bookcontaining the report. You can also set a default member for the prompt,but you can override the default member when accessing the report or abook containing the report.

Data column

Data row

Click here to select theentire grid

Click here to select theentire column

Click here to select theentire row

3-6 Hyperion


The Available area displays all the members for the selected dimension.When you create a grid, the members default to the top level. You need tochoose the level of members for your report and move them to theSelected area. The member order in the Selected area is also their reportorder.

Shown below are the toolbar options for Available and Selected Members.

Available Area Selected Area

FindPrevious

FindNext

FindOptions

Available Options

MoveUp

MoveDown

SelectedOptions

Find Specifications

Hyperion 3-7

Available Options Menu
To perform tasks in the Available area of the Select Members dialog box,you use the Available Options menu which is accessed through the

Available Options button . You can also access the AvailableOptions menu by right-clicking in the Available area of the SelectMembers dialog box. The option menu selections vary depending onwhether you are viewing the Members tab, List tab or Functions tab. Thismenu shows the Available Options for the Members tab. The table lists alloptions and references the tabs on which they are found.

,

Tab Option Description

Members

Lists

Functions

Show Lets you select the member properties todisplay as columns in the Available area.

Members

Lists

Filter Custom lets you define or edit a filter in the EditFunctions dialog box.

Predefined lets you define a filter using a systemor member defined list.

Members

Lists

Functions

Sort Lets you select sorting criteria for the list ofmembers.

Members Load All loads all members into memory withoutdisplaying them in the Available area.

Highlighted loads all highlighted memberswithout displaying them in the Available area.

You can only perform a search for members thatare loaded.

Members Expand All expands the entire tree.

Highlighted expands only the highlighted items.

Members Collapse All collapses the entire tree.

Highlighted collapses only the highlighted items.

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Selected Options Menu

The Selected area shows the members you chose for your report. They areshown in the order they appear on the report. You can insert a new row orcolumn in the grid for each dimension member you select. To performtasks in the Selected area of the Select Members dialog box, you use theSelected Options menu which is accessed through the Selected Options

button . You can also access the Selected Options menu by right-clicking in the Selected area of the Select Members dialog box. TheSelected Options are the same for all three tabs.

Lists Create Lets you compose a user-defined list in theCreate List dialog box.

Lists RenameHighlighted

Lets you rename a user-defined list.

Lists EditHighlighted

Displays the Edit Lists dialog box where you canedit the query.

Lists RemoveHighlighted

Removes the highlighed item.

Lists PreviewHighlighted

Lets you preview the highlighted items in thePreview Lists dialog box.

Members

Lists

SaveHighlighted

Opens the Create List dialog box where you cansave the highlighted items as a member list.

Members Tree View Deselect to show members in a flat list. Select todisplay members in a hierarchy.

Members Auto Load Retrieves all descendants of the member.Deselect to retrieve only the children of themember.

Controls what members are retrieved when youexpand a member who has never beenexpanded.

Members

Lists

Functions

Auto Sort Deselect to disable the automatic sort. This letsyou manually sort the list after you update aview.

Select this option to perform an automatic sortwhen the view changes.

Members

Lists

Functions

Auto Fit Deselect to show scroll bars if the propertycolumn headings do not fit in the Available area.

Select to truncate the property in the columnheadings so that all the columns display in theAvailable area.

Tab Option Description

Hyperion 3-9


.

Current POV of Member

You can define the dimension member as being the Current POV of thedimension. Each time you view or print the report, the data for the lastspecified member for that dimension in the Grid POV displays. If nomember is selected in the Grid POV, the User POV member will be used.For example, you have a dimension Year. In a report, you select CurrentPOV of Year as the dimension member. You view the report, change theGrid POV to Quarter 4 and view the report. Only Quarter 4 data displays.If you save and exit the report at this time, Quarter 4 is still the selectedmember the next time you or another user views or prints the report.

Show Lets you select the member properties to display ascolumns in the Selected area.

Sort Opens the Sort Items dialog box.

Select All Highlights all members in the Selected area.

Edit Highlighted Lets you edit the member list or function in the EditFunctions dialog box.

Preview Opens the Preview Items dialog box where you canpreview the items in the Selected area.

Save Opens the Create List dialog box to let you saveSelected area items as a user-defined member list.

Advanced Specifies relationships between items in the query.

AutoSort Deselect to disable the automatic sort. You canmanually sort the list after updating a view. Select tosort automatically when the view changes.

AutoFit Deselect to show scroll bars if the property columnheadings do not fit within the Selected area. Select totruncate the property in the column headings so thatall the columns display in the Selected area.

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Prompt for Member

If Prompt for member is a selected member, the report will ask you toprovide the member for which you want to display the data each time youview or print the report or a book containing the report. You set a defaultmember for the prompt, but you can override the default when accessingthe report or a book containing the report.You can also restrict thedimension members eligible for selection.

After you select Prompt for Member as a dimension member for yourreport, the Define Prompts dialog box displays.

You must select a default member from any level of the dimensionhierarchy. You do not have to select any members for the Choices List. Ifyou do not select any members for the Choices List, all members areavailable for selection when you run the report.

When you view or print the report, a prompt displays with the defaultmember. You can then change member selection to add or remove any ofthe members that were specified in the choices list.

Enter a title for theprompt

Select the member(s) forthe default selection

Use this to limit themembers eligible forselection

Hyperion 3-11

Lists
Lists let you perform queries or select members for your report. There aretwo kinds of lists: system-defined and user-defined. System-defined listsare predefined in the data source. You can also define your own lists withonly the members and functions you want to include.

To create a custom list:

1) Double-click a data row or column heading to open the SelectMembers dialog box.

2) From the Lists tab, click Available Options .

3) Select Create.The Create Dimension List dialog box displays.

4) Select the members you want on the list and click OK.The Create Dimension List Name dialog box displays.

5) Enter a name and description for the list and click OK.

3-12 Hyperion


Functions

You specify functions to let you dynamically return a list of members andrelated members. Available functions include the ability to quicklydesignate certain levels and members within the dimension hierarchy,only those members residing on a system-defined or user-defined list oronly those members with a specific property or matching a specificpattern. For time dimensions such as year, dynamic time series functionsare available for halfyear-to-date, quarter-to-date and month-to-date datacalculations.

You select members and member lists to determine the detail level of datathat displays in the grid. You can select specific members, member lists orfunctions.

To select members for data rows or columns:



3) In the Members panel, expand the top level member and highlightthe members to add to the selected area.

To select consecutive items, press [Shift]. Select the first andlast item.To select non-consecutive items, press [Ctrl]. Select each item.

Hyperion 3-13


4) To add the highlighted items to the Selected area, click Add .

To add the highlighted items and certain related members to the

Selected area, click Add Relationship Then select the relationship toadd.

5) Click OK to return to your report.

Previewing Selected Members

You can preview what members are selected for a report or included on alist. Use this feature to show the members that result from an evaluatedmember or member list.

To preview selected members:


2) From the Selected area or the Lists tab, select the items to preview.

3) Click Selected Options / Preview.

4) Click OK to close the Preview Items window.


Removing Selected Members

You can remove one or more selected members from the Selected area.

To remove selected members:



3) Highlight the items to remove and click Remove .

To remove all items, click Remove All .

3-14 Hyperion


Dynamic Time Series

The Dynamic Time Series (DTS) functions are used when you want a timedimension in a report to dynamically change. Dynamic Times Seriesfunctions are only available for a dimension defined as a time dimension.The Dynamic Time Series member choices are half-year-to-date (H-T-D),quarter-to-date (Q-T-D) and month-to-date (M-T-D). You select the DTSfunction and select the “as of” member from the dimension. For example,you select Q-T-D Dynamic Time Series function and select March as themember value. The selected member is now Q-T-D as of March as shownin the following example:

To select Dynamic Time Series members:


2) Double-click a data row or column heading containing a timedimension.

The Select Members dialog box displays.

3) Click the Functions tab.

Hyperion 3-15


4) Select a Dynamic Time Series function and click Add .The Edit Q-T-D (or M-T-D or H-T-D depending on the selectedfunction) dialog box displays.

5) Click Lookup .The Edit Member Parameter Value dialog box displays.

If the Lookup icon does not display, click the value field formember.

6) Select a member and click OK.

7) Click OK.

8) Click OK.

3-16 Hyperion


Substitution Variables

Hyperion Reports is designed to allow you to take advantage of Essbasesubstitution variables. A substitution variable is a placeholder that acts asa global placeholder for information that changes regularly. You set thevariable and a corresponding string value in Essbase. The value can thenbe changed in Essbase at any time. When the substitution value is used ina report, the report will automatically change when the substitution stringvalue is changed in Essbase.

Substitution variables can be selected as report members just like anyother dimension member. If substitution variables have been created inEssbase for the application, they display in the members list preceded by agreen square as shown in the following example:

SubstitutionVariables

Month andQTR

Hyperion 3-17

Saving Reports
When you are logged on and save a report, you save the file to the desiredfolder in the repository with report name and description. The reportname is mandatory but the description is optional. Both the report nameand the description can have spaces but they cannot contain specialcharacters (/, &, \, etc.).You have the option to save the report as a reportfile or a snapshot file. When you save the report, you must select the<Available to Web Users> check box if you want the report to be availablefor viewing in the Hyperion Reports Web Viewer.

To save a report:

1) With a new report open, click Save or, if you wish to save anexisting report under a new name, select File / Save As to start the SaveReports dialog box.

2) Type a name and description.

3) Select the file type as Reports or Snapshots.

4) Select the Available to Web Users check box if you want to be able toview the report in the Hyperion Reports Web Viewer or leave it blankif you do not want it accessible from the Web Viewer.

5) Click Save.

3-18 Hyperion


Exercise - Creating a Standard Report

In this exercise, you create a Standard report using member selection. Youview and set up the User Point of View.

Create a Standard report for the PROFANA:Profit database. Place the TotalProduct dimension in the rows and the Account dimension in the columns.Edit the dimension layout to change the dimension in the columns fromAccount to Category.

On the first row of Grid1, place the Children (Inclusive) of Total_Office. On thesecond row, place the Children (Inclusive) of Total_Home. Place the categoriesActPrior and BudPrior in the columns.

Change the Report Title to Total Office and Home Products and view thereport.

In the columns, remove BudPrior and add ActCurr and BudCurr. Add theUser POV bar to the report and change the Year in the POV bar to Qtr1. Viewthe report and compare it with the one displayed in the Local exercise.Save the report as 01_Office_Home_Products with a description Total Officeand Home Products for Actual/Budget. Close the report.

In this exercise, you create a Standard report using member selection. Youview and set up the User Point of View.

Create a Standard Report

1) From the Menu Bar, select File / New / Standard Report.

2) In the Data Source Login dialog box, provide the followinginformation:


4) From the Point of View section, drag the Total Product dimension to theRows section.• Drag Account to the Columns section.

Server localhost

Application PROFANA (case sensitive)

Database Profit

Username Trnadmin (if prompted)

Password hyperion (if prompted)

Hyperion 3-19

• Click OK.
The Report frame and the Report Properties sheet display.The Report frame contains a grid and a text box for the report title.

5) To select the grid, click the blue Grid1 title bar.The Grid Properties display on the left.

6) In the Grid Properties sheet, click Dimension Layout to change yourdimension selection.

7) Drag the Category dimension to the Columns section.• Drag the Account dimension back to the Point of View section.• Click OK.

Select Row and Column Members

1) In row 1 of the grid, double-click Total Product to open the SelectMembers dialog box.

2) In the Available area, expand Total Product by clicking the plus sign toits left.

3) Select Total_Office and click Add Relationship .

4) Select Children (Inclusive). Do the same for Total_Home.

5) In the Selected area, select Total Product and click Remove .

6) In the Selected Area, click Selected Options / Preview.The Preview Total Product Items window displays all yourmember selections.

7) Click OK.

8) Click OK.

9) In column A, double-click Category to display the Select Membersdialog box.

10) In the Available area, click Available Options / Expand / All.

11) Under the PriorData member, use the control key to select both

ActPrior and BudPrior. Click Add .

12) In the Selected Area, select Category. Click Remove .

3-20 Hyperion


13) Click OK to close the Select Members dialog box.

14) In the Text box, select the text Report Title. Replace it with Total Officeand Home Products.


16) Select the Design tab.

17) In column A, double-click ActPrior to display the Select Membersdialog box.

18) In the Selected area, remove BudPrior.

19) In the Available area, expand Category and expand CurrData. Select

ActCurr and BudCurr. Click Add to add them to the Selected areaand click OK.

20) Select the View tab to view the report. The report displays as:

The data in the display is for the Grossmargin account and is in E-notation.

21) Select File / Print Preview. Click Zoom In twice to view your report. Whendone, click Close.

Hyperion 3-21

Set the User Point of View
1) Select View / Point of View.

2) In the User POV bar, select Year. In the Set Point of View dialog box,expand Year and select Qtr1. Click OK.

The report is refreshed with Qtr1 data.

3) Return to the User Point of View and change Qtr1 back to Year.

4) After viewing the report, select File / Save. In the Save Report Asdialog box, enter the following:

5) Click Save.

6) Select File / Close to close the report design.

Name 01_Office_Home_Products

Description Total Office and Home Products Actual vs Budget

Show filetype

Reports

Available toWeb Users

Select the check box

3-22 Hyperion


Exercise - Creating a Blank Report

In this exercise, you create a Blank report using Lists for the memberselection. You use two dimensions in the rows.

Create a Blank report. Insert a new grid for the PROFANA:Profit database.Place the Name and Total Product dimensions in the rows and the Accountdimension in the columns.

For the first row, in the Name dimension, only select the Children of USREG.For the Total Product dimension, select the Gen3,Total Product list.

Preview your selection in the Members Select dialog box. In the columns,for the Account dimension, select the Children (Inclusive) of Netsales.

View the report and compare it with the one displayed in the Localexercise. Save the report with the name 02_Total_Product_by_Region anddescription Total Product by Region for Netsales. Close the report.

In this exercise, you create a Blank report using Lists for the memberselection. You use two dimensions in the rows.

Create a Blank Report

1) From the Menu Bar, select File / New / Blank Report.

2) To insert a grid, click inside the report workspace and, from the menubar, select Insert / Grid.

3) In the report workspace, drag the cross-hair to draw the grid size.



6) From the Point of View section, place the Name dimension and theTotal Product dimension in the Rows section. Drag the Accountdimension to the Columns section and click OK.

Server localhost


Database Profit

Hyperion 3-23

Select Row and Column Members
1) In row 1 of the grid, double-click Name to open the Select Membersdialog box.

2) Expand Name and then expand CORP. Select USREG and click Add

Relationship . Select Children.

3) In the Selected area, choose Name and click Remove .

4) Click OK.

5) In row 1, double-click Total Product.

6) In the Select Members dialog box, select the Lists tab.

7) In the Available area, select Gen3,Total Product and click Add .

8) In the Selected area, select Total Product and click Remove .

9) In the Selected area, click Selected Options / Preview.The Preview Total Product Items window displays with thegeneration 3 members of Total Product.

10) Click OK.

11) Click OK to return to the grid.

12) In column A, double-click Account to display the Select Membersdialog box.

13) Click Available Options / Expand / All.

14) Click Netsales and click Add Relationship . SelectChildren (Inclusive).

15) In the Selected area, select Account and click Remove .

16) Click OK.

3-24 Hyperion


View the Report


If the grid is not wide enough to display all columns, return to theDesign tab. Select Autosize or click and drag the grid border to resizeit. Select the View tab. The report displays as follows:

If your data is different, set your User POV to Year,Category, Total CustType and Total Store Type.

2) Click and drag the column borders to widen them. Notice that thenumbers are in e-notation.

3) Select File / Save.

4) In the Save Reports dialog box, enter the following:

5) Click Save and select File / Close to close the report.

Name 02_Total_Product_by_Region

Description Total Product by Region for Netsales

Show file type Reports

Available to Web Users Select the check box

Hyperion 3-25

Searching for Members
You can search for specific members. If you type a string of characterscontained in quotations, exact characters and any blank spaces betweenthem are searched. You can also use a blank separator and performsimultaneous searches.

A member must be currently in memory to be successfully located by thesearch. You can automatically search as you enter criteria or you cansearch manually.

When items are found, they are highlighted. The previous twenty-five

search criteria strings are saved when using Find Next or Find

Previous and are stored in the text box drop down list.

You can search using the following:.

Find text box Type the characters for a search or select a savedsearch criteria.

(Find Previous)Finds the previous item that matches the searchcriteria.

(Find Next)Finds the next item that matches the search criteria.

(Find Options)Searches by member property, wildcards, casesensitivity or autosearch.

Search Searches by member property.

Wildcard Search Searches text and wildcard (* and ?) symbols in theFind text box for the specified member properties.

? represents a single character.

* represents multiple characters.

Case-SensitiveSearch

Searches case-sensitive text in the Find edit box.

3-26 Hyperion


To find members:

1) Open a report design and select a grid.

2) Open the Select Members dialog box.

3) Click Find Options and select one or more search criterion.

4) Type text in the Find text box or select a saved criteria string.

5) If nothing is highlighted in the Available area, highlight a member.

6) If AutoSearch is not selected, click Find Next and Find

Previous to highlight the previous or next item that meets thesearch criteria.

Filters

You define filters to view only those members that meet your specificcriteria. You can then select members for your report from the filtered list.For example, to limit the amount of members to display, you can choose todisplay Regions only in the United States division. There are two types offilters: Custom and Predefined. Custom lets you select Lists or Functionsand edit them. Predefined lets you select an existing system- or user-defined list.

To define custom filters:

1) Open a report design and select a row or column.

2) Open the Select Members dialog box and

click Available Options .

3) Select Filter / Custom.The Filter Members dialog box displays.

4) Move the members to display to the Selected area using Add .

5) Click OK.The filtered members meeting the criteria display in the Availablearea.

Hyperion 3-27


To display predefined filters:

1) In the Select Members dialog box, click Available Options .

2) Select Filter / Predefined.The Filter Members dialog box displays.

3) Click Available Options

4) To display only system-defined codes, select Filter / System-Defined.A check mark displays.

To display only user-defined codes, select Filter / User-Defined.A check mark displays.

To display both, select Filter / System-Defined and Filter / User-Defined.A check mark displays.

Sorting Members

You can sort members in the Available area, Selected Area and PreviewMembers windows. Members display in the order entered in the datasource.

You sort the members in the Available area to show them in a preferredorder. You sort members in the Selected area to specify the order in whichthey display on the report in the rows or columns.

You can sort by property and display the items in ascending ordescending order. By default, the sort is performed first on numeric valueand then alphabetical.

You can chose a sort that automatically changes with the view or you cansort manually.

To sort members:

1) In the Select Members dialog box, click Selected Options .

2) Select Sort.

3) Select the property by which you want to sort, then click Add .

3-28 Hyperion


4) In the Selected area, select a property and click Move Down or Move

Up to change the sorting order.

5) Click OK to return to the Select Members dialog box.

Defining Member Lists

You define member lists to retrieve specified members or functions.

To define a list:


2) Select the Lists panel.

3) In Available Options , select Create.The Create List dialog box displays.

4) Choose the members, lists or functions you wish to move to the

Selected Area. Use Add or Add Relationships to move them.

5) Click OK. Type the list name and description.

6) Click OK to save the list.

7) Click OK again to return to your report.

Editing Member Lists

Only user-defined member lists can be edited. System-defined lists can notbe edited.

To edit a member list:

1) From the Select Members dialog box, open the Lists panel.

2) Highlight the list to edit.

3) Click Available Options and Edit Highlighted.The Edit List dialog box displays.

Hyperion 3-29

4) To add members to the Selected list:
• Select the items from the Members, Lists or Functions panel.

• Click Add or Add Relationship .

To remove members from the list:• Choose an item in the Selected area.

• Click Remove .

5) Click OK.


Removing Member Lists

You can remove a user-defined list.

To remove a members list:

1) From the Select Members dialog box, open the Lists panel.

2) Highlight the list to remove.

3) Click Available Options and Remove Highlighted.The Remove List dialog box displays.

4) Click Yes to remove the list.

Selecting Functions

Functions can be selected as members and specific values assigned todetermine the parameters of the function.

To select members using functions:


2) Select the Functions panel.

3) Select one or more functions.

3-30 Hyperion


4) Click Add to open the Edit Function dialog box.The Edit Function dialog box displays.

5) Select the parameter values, then click OK.


Editing Functions

To edit functions:


2) Select the Functions panel.

3) In the Selected area, double-click the function to edit.The Edit Function dialog box displays.

4) Under the Value column, select the name to edit.

5) Click OK.


Hyperion 3-31

Selecting Multiple Members
You can make member selections based on a user-defined expression inthe Selected area. You can use Boolean operators in your expressions andyou can select members, lists and functions as the expression operands.

Boolean operators let you specify precise member combinations withinyour report. Use the AND, OR, UNION, and NOT Boolean operators,combined with extraction commands, to refine your member selections.

� Use the AND operator when all conditions must be met.� Use the OR operator when one condition of several must be met.� Use the UNION operator to select intersections of similar data.� Use the NOT operator to choose the inverse of the selected

condition.

To select members using expressions:


2) In the Selected area, click Selected Options . Select Advanced.

3) Build expressions with members, lists and functions using theexpression commands.


( The opening parenthesis of the expression

NOT Adds the Boolean operator NOT to the expression

Operand Select to display the Edit Member dialog box

) The closing parenthesis of the expression

Operator Click in this column to add AND, OR or UNION

3-32 Hyperion


Exercise - Defining a Member List

In this exercise, you create a Standard report. You define member lists anduse them for your report member selection.

Create a Standard report for the PROFANA:Profit database. Place the TotalProduct dimension in the rows and the Total Store Type dimension in thecolumns. Change the report title to Light Bulbs.

In the first column, create a member list for the Total Store Type dimension,which contains the members HSWO, HSRR and HSMO. Name the list HomeStores with the description All Home Stores. The first column should onlydisplay members of the Home Stores list.

In the first row, create a member list for the Total Product dimension, whichcontains the members 3WAY, 60WATT, 75WATT and 100WATT. Name the listBulbs with the description All light bulbs. The first row should only displaymembers of the Bulbs list.

View the report and compare it with the one displayed in the Localexercise. Save the report with the name 03_LightBulbs_Member_List anddescription Standard report using Bulbs and Home Stores lists. Close the report.

In this exercise, you create a Standard report. You define member lists anduse them for your report member selection.

Define a New Report

1) From the Menu Bar, select File / New / Standard Report.



4) From the Point of View section, drag the Total Product dimension to theRows section.• Drag the Total Store Type dimension to the Columns section.• Click OK.

Server localhost


Database Profit

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5) In the Report Title text box, replace the text Report Title with Light
Bulbs.

Create Member Lists

1) In Grid1, column A, double-click Total Store Type to open the SelectMembers dialog box.

2) Select the Lists tab.

3) Click Available Options / Create.

4) In the Create Total Store Type List dialog box, expand all the TotalStore Type members.

5) In the Available area, select the members HSWO, HSRR and HSMO.

Add them to the Selected area.

To select non-consecutive items, press Ctrl and select each item.

6) Click OK.

7) In the Create Total Store Type List dialog box, type the Name HomeStores and the Description All Home Stores. Click OK.

8) In the Select Members dialog box, select the list Home Stores and Add

it to the Selected area. Remove Total Store Type from the Selectedarea.

9) Click OK.

10) In row 1, double-click Total Product.

11) In the Select Members dialog box, select the Lists tab.

12) Click Available Options / Create.

13) In the Available area, expand Total Product, Total_Home and Lighting.

14) Select the members 3WAY, 60WATT, 75WATT and 100WATT and Add themto the Selected area.

To select consecutive items, press [Shift]. Select the first andlast item.

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15) Click OK.

16) In the Create Total Product List dialog box, enter the Name Bulbs andthe Description All light bulbs. Click OK.

17) In the Select Members dialog box, select the list Bulbs and Add it to theSelected area.

18) Remove Total Product from the Selected area and click OK.

View the Report


If your data is different, set your User POV account toGrossmargin and all other dimensions to their top levelmember.

2) Select File / Save.

3) In the Save Report As dialog box, enter the following:

4) Click Save and close the report.

Name 03_LightBulbs_Member_List

Description Standard report using Bulbs and HomeStores lists


Available to WebUsers


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The Property Sheet
Property sheets let you set attributes for the currently selected report.When you set a property, it is automatically applied. Property sheetfeatures change based on the list box option selected.

Hyperion Reports contains the following property sheets:

� Report � Row

� Text � Column

� Image � Cell

� Chart � Row Heading

� Grid � Column Heading

� Page

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Row and Column Properties

You assign dimension members to the rows and columns of the report,format their appearance on the report and define headings and functionsusing the row and column property sheets. You select dimensionmembers on the General page and define the appearance on the Formatpage. You define data suppression options on the Suppression page andenter functions on the Calculation page.

Enter investigationtarget for report

Select to allowmemberexpansion inviewer

Select to entercustom row or

column heading

Select to displaymember and/or aliasdescriptions

Data Source

Select to displaymember and/or aliasdescriptions

Data Source

Select to suppressrepeating membernames in the viewer

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Investigations
You use the investigation feature to drill from one report to another or todrill from a report to a Hyperion Analyzer view.

To import a Hyperion Analyzer view for investigation, HyperionAnalyzer must be installed on the user’s computer.

You can investigate from rows, columns or individual cells by entering theinvestigation target in the General page of the row, column or cellproperty sheets.

When viewing a report using Investigation in the View Tab or in theHyperion Web Viewer, the data in the investigated cells appears as adynamic link in blue and underlined. Clicking on any of these cellsdisplays the report you specify for investigation. In the example below,the Total Expenses row was investigated to another report which youaccess by clicking any of the underlined data.

To investigate a report to another report:

1) Open a report design and select a column, row or cell to display theproperties sheet.

2) Select General on the properties sheet.

3) Click Reports.The Select Report dialog box displays.

4) Browse and select the report file for the investigation.

5) Click Select.

Click to investigateto a HyperionAnalyzer View

Click to investigateto another

Hyperion Report

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Expansions

Expansion is an optional setting you can use with selected dimensionmembers that are parent members. You check the expansion box in theSelected Members area to enable drilling down to the child members fromthe View Tab or from the Hyperion Web Viewer.

If you do not check expansion, you can only view the rolled up datavalue for the parent member.

You can use expansion for columns and rows. The expansion box is on theGeneral page of the row and column property sheets.

When viewing a report with members using expansion in the View Tab orin the Hyperion Web Viewer, you show or hide the child members withthe expand and collapse buttons next to the parent member. In theexamples below, Marketing, Payroll and Misc are the child members ofTotal Expenses.

Check to enable drill down tochild members.

Click to showchild members

Click to hidechild members

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Selecting Members for Page Areas
You can have dimension members assigned to the page axis of a grid. Anew grid is generated for each page member. When you view the report,you can view the data for each page member by selecting the memberfrom the page drop-down box. When you print the report, a separatereport is printed for each different member assigned to the page axis.

In the example below, the page is total home products shown by region:Central, East or West. You can view the data for each region by changingto that region in the Pages drop-down box. The data will automaticallyrefresh to display the data for the selected region. If you print this report,you receive a printed copy of the data for each region.

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Page Properties Sheet

You use the page properties sheet to select the page members. You cancustomize and format the page axis headings and you use the pageprinting options to insert a page break before each member or to specifytheir printing on the same page.

To select members for the page axis:


2) Select the Pages drop-down list.

3) Select an available dimension.

4) Double-click the dimension in the Page Properties sheet.

Insert Function

Font options

Page axis options

Dimensions

Hyperion 3-41

5) In the Select Members dialog box, select the members to use on the
page axis.

6) Click OK.

Changing the Page Member

If multiple members were assigned to the page axis of a grid, you canselect a different page member. When you change the page member, thedata in the grid refreshes, but the report is not regenerated.

To change the page member:

1) Open a report in the View tab.

2) From the Pages drop-down box on the grid, select a member.The new data displays.

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Showing/Hiding the Page Selector

You can show or hide the page selector when viewing a report in the Viewtab.

To display or hide the page selector:

1) Open a report in the View tab.

2) To hide the page selector, right-click the grid, then select Hide PageSelection.

3) To show the page selector, right-click the grid and select Hide PageSelection.

Defining Page Dimension Headings

You can define a page dimension heading for a grid. When you print areport the page dimension heading is printed every time the page memberchanges. You can use the CurrentPageMember function, which returnsmember name in the page dimension heading.

CurrentPageMember is a text function that returns member namesfrom the page axis for the current page of the printed report.

To insert a page dimension heading:


2) Select the Pages pull-down list.

3) In Page Properties, in the Heading text box, enter text to print abovethe grid.

4) To insert the CurrentPageMember function, click Insert

Function .

5) To set font options, click Font .

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Page Printing Options
You can also select options for printing the page dimensions.

To choose a Pages print option:


2) Select the Pages pull-down list.The Page Properties sheet displays.

3) To print the new page at the top of the next page, in Page PrintingOptions, select New Page, Position at Top.

Use if you have a chart linked to a grid and you want the chartand grid to print next to each other every time the pagemember changes.

To print a new page at the grid location specified in the Designer, inPage Printing Options, select New Page, Position Same.

Use if the grid has horizontal or vertical alignment propertiesand you want the grid to print in the same position on eachpage. For example, if the Grid position is Center/Middle, itprints in the center of each the page.A chart is linked to a grid and you want the chart and grid toprint next to each other when the page member changes

To print the new page immediately after the data from the previouspage, in Page Printing Options, select Same Page.

If you have a chart linked to a grid, the chart prints once. It doesnot print when the page member changes.

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Exercise - Defining a Page Axis for the Same Page

In this exercise you open an existing report and save it under a differentname. You define the page axis and CurrentPageMember for the report.The “pages” display on the same physical page.

Open the report 01_Office_Home_Products and save it as04_Office_Home_Pages with the description Office and Home Products for eachQuarter.

Edit the dimension layout of Grid1 and place the Account and Yeardimensions in the Pages section of the report. In the Pages drop down list,for the Account dimension, select only the accounts Freight andPurchase_Price. In the Pages drop down list, for the Year dimension, onlyselect Qtr1 and Qtr2. Select to print the pages on the Same page.

View the report and, in the Pages drop down list, select different membercombinations. The report data is refreshed each time. Print Preview thereport. If the four grids do not fit on one page, return to the Design tab andresize your grid.

Return to the Design tab and define a heading for the Pages section of thereport. In the heading, display the account and quarter name by using thefunction CurrentPageMember. If needed, refer to the Local exercise for thesyntax.

View the report. Print Preview the report to see each page heading andcompare it with the one displayed in the Local exercise. Save and Close thereport.

In this exercise you open an existing report and save it under a differentname. You define the page axis and CurrentPageMember for the report.The “pages” display on the same physical page.

Copy an Existing Report

1) From the Menu bar, select File / Open. Browse to find the report01_Office_Home_Products and double-click it to open it.

2) Select File / Save As to save the report with a different name.


Name 04_Office_Home_Pages

Description Office and Home Products for eachQuarter


Hyperion 3-45


4) Click Save.

Add Dimensions and Members to the Page Axis

1) Select Grid1.

2) In the Grid Properties, click Dimension Layout.

3) From the Point of View section, drag Account and Year to the Pagessection. Click OK.

4) In Grid1, select the Pages drop down list.

5) In the Page Properties sheet, click Lookup .The Select Members dialog box displays.

6) In the Dimension drop down list, select Account.

7) Click Available Options / Expand / All.

8) Select the members Freight and Purchase_Price. Add them to theSelected area.

9) Remove Account from the Selected area.

10) In the Dimensions drop down list, select Year.

11) Expand Year. Select Qtr1 and Qtr2 and add them to the Selected area.

12) Remove Year from the Selected area.

13) Click OK.

Define Print Options and View the Report

1) In the Page Properties sheet, under Page Printing Options, select Samepage.

2) Select the View tab to view the report. In the Pages drop down list,select different member combinations.

The report data is refreshed each time.

Available to WebUsers


3-46 Hyperion


3) Click Print Preview . Zoom in to view the four page sections.Since the Page axis does not display on the Print Preview screen,you cannot tell which grid is for which quarter.

If the four grids do not fit on one page, return to the Design taband resize your grid.

4) Close the preview screen.

Define the CurrentPageMember Function

1) Return to the Design tab.

2) In Grid1, select the Pages drop down list to display the PageProperties sheet.

3) In the Page Properties sheet, under Heading, click Insert Function .

4) Select the function CurrentPageMember and replace Index with 1.• After the function, type a space, the word for, and another space.• Use [Ctrl+C] and [Ctrl+V] to make a copy of the function at the

end of the line.• Change this Index to a 2. The Selected Function should display as

follows:<<CurrentPageMember(1)>> for <<CurrentPageMember(2)>>

The first function displays the Account name, the secondfunction displays the Quarter name.

5) Click OK.

6) Select the View tab to view the report. The CurrentPageMember doesnot display on the View tab.

Hyperion 3-47


7) Click Print Preview . Zoom In to view the four page sections.The CurrentPageMember functions display at the top of eachgrid. The following is a portion of the report.

8) Close the preview screen and select File / Save.

9) Select File / Close to close the report.

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Exercise - Defining a Page Axis for Multiple Pages

In this exercise, you open an existing report and add a dimension andmembers to the Page axis. You define the print option to display each gridon a new page in the same position.

Open 02_Total_Product_by_Region. Save it as 05_Total_Product_Category_Pageswith the description Total Product by Region and Category.

Edit the dimension layout of Grid1. Place the Category dimension in thePages section. In the Pages drop down list, for Category, select only theVarCurr, ActCurr and BudCurr. Select to print each grid on a New page, sameposition.

Define a heading for the Pages section of the report. In the heading,display the category name using the function CurrentPageMember. Ifneeded, refer to the Local exercise for the syntax.

Print Preview the report. If the grid spans multiple pages, return to theDesign tab and select the AutoSize. Print Preview the report and compare itto the one displayed in the Local exercise. Save and close the report.

In this exercise, you open an existing report and add a dimension andmembers to the Page axis. You define the print option to display each gridon a new page in the same position.

Copy an Existing Report

1) From the Menu bar, select File / Open. Browse to find the report02_Total_Product_by_Region and double-click it to open it.

2) Select File / Save As to save the report with a different name.


4) Click Save.

Add a Dimension and Members to the Page Axis

1) Select Grid1 and in the Grid Properties sheet, click Dimension Layout.

2) From the Point of View section, drag Category to Pages and click OK.

3) In Grid1, select the Pages drop down list.

Name 05_Total_Product_Category_Pages

Description Total Product by Region and Category

Hyperion 3-49

4) In the Page Properties sheet, double-click Category.
5) Expand the categories and add VarCurr, ActCurr and BudCurr to theSelected area.

6) Remove Category from the Selected area and click OK.

7) In the Page Properties sheet, under Page Printing Options, select Newpage, position same.

8) In the Heading section, click Insert Function .

9) Select the function CurrentPageMember and enter 1 for the Index.The function syntax should display as <<CurrentPageMember(1)>>.

10) Click OK.

Define Print Options and View the Report

1) Click Print Preview . Zoom in and display each page of the report.Each grid may span more than one page. Click Close.

2) Select the grey box in the top left corner of Grid1 to display the GridProperties sheet.

3) On the Grid Properties sheet, select Autosize, if not already selected.

Autosize automatically resizes the grid to fit the data.

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4) Click Print Preview . Zoom in and display each page of the report.Each grid should fit on one page. The CurrentPageMember functiondefines the Category of each page. The following is a portion of thereport:

If your data is different, set your User POV to Qtr1, TotalCustType and Total Store Type.

5) Close the preview screen.

6) Select File / Save to save the report.

7) Close the report.

Hyperion 3-51

Defining the Point of View
The Point of View (POV) bar displays members not defined in the grid. Bychanging the POV, you can dynamically change what data is displayedand calculated.

There are two types of POV when designing a report:

� User POV� Grid POV.

The User POV defines the values for any dimensions not on a grid’s row,column or page axis and not set in the Grid POV for all grids in the report.It is specific to a data source for a single user, but not specific to any reportor grid object in a report. The User POV allows anyone running the reportto change the default values for all grids in the report simultaneously.

The Grid POV defines the values for any dimensions not on a grid’s row,column or page axis. It allows you to set the POV values at the grid level toprevent the User POV from having an effect on that particular grid. TheGrid POV is specific to a data source for that particular grid object.

As a report is run, Hyperion Reports looks at each data source for a grid tosee if a dimension is on a grid axis. If so, the report will use that memberselection. If not, it uses the member selected on the Grid POV. If nomember is selected on the Grid POV, the member selected for the UserPOV will be used.

User Point of View

Grid Point of View

3-52 Hyperion


When you logon to a Hyperion Reports data source, you access the UserPoint of View. Each user can define a User Point of View for each datasource. It displays all available dimensions and dimension attributesavailable in that data source.

When you exit a data source, the settings are saved for the next time youaccess it. If you do not customize the settings, the view defaults to the top-level member.

To display the User Point of View:

You can display a user point of view from the Design and View panels.

1) Open a report.

2) Select View / Point of View.The User Point of View bar displays.

To display a Grid Point of View:

1) Open a report design and select a grid.The Grid Properties Sheet displays.

2) In the Grid Properties Sheet, select the Grid Point of View checkbox.The POV bar displays in the selected grid.

Hyperion 3-53

Defining the Point of View Bar Display
You can set different options defining the default display settings for thebuttons on the user and grid POV bars using the Set Point of View BarOptions dialog box. You can display member names, descriptions andicons or any combination of the three. These settings are used the nexttime you open the report.

To set the User POV display options:

1) Select Task / POV Options.The Set Point of View Bar Options dialog box displays.

2) Make your selections and click OK.

To set the Grid POV display options:

1) Select a grid and right click it.

2) Select POV Options.The Set Point of View Bar Options dialog box displays.

3) Make your selections and click OK.

You must first display the grid POV to access the POVOptions.

Deselect to removetext labels from the

POV bar

Select to includeDimension Name in

the POV bar

Deselect to removedimension iconsfrom POV bar

3-54 Hyperion


Point of View Bar Setup

You can define both points of view during report design with the SetupPoint of View Bar dialog box. Using the Setup Point of View Bar dialogbox, you can:

� Specify the order of buttons on the POV bar.� Hide dimensions and their selected members.� Disable dimensions and their selected members.� Change the selected member.

Each POV button represents a dimension. You can move the dimensionsup and down in the list to specify the placement of the POV buttons.

You hide dimensions so they will not display on the POV bar. You canspecify a member list to limit the members available for selection.

When you disable a dimension, the dimension and its selected membersdisplay on the POV bar but cannot be changed.

Use the POV Selected Members dialog box to change the member chosenfor the dimension’s POV.

Hyperion 3-55


To create a point of view:

1) Open a report design and display the point of view.

2) To define a grid point of view:• Select the grid.• Right-click the grid.• Select POV Setup.

To set up a user point of view:• Select Task / POV Setup.

3) To change a member selection:• Highlight a dimension.

• In the Selected Member(s) column, click Lookup .• In the Available area, highlight the members to add to the

selected area.

• To add the highlighted items to the Selected area, click Add .• Click OK.

4) To hide a dimension button:• Select the dimension to hide.• Select the Hide check box.

5) To disable a dimension:• Select the dimension to disable.• Select the Disable check box.

6) To specify a member list:• Select a dimension.

• In the Choices column, click Lookup .• Select a member list.• Click OK.

7) To allow users to drill down on a member list:• Select a member list.• Select the Drillable check box.

8) To reorder the dimensions on the POV bar:• Select a dimension.

• To move the dimension up, use Move Up .

• To move the dimension down, use Move Down .

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Changing the POV Dimension Members

When you select a dimension on either the User or Grid POV bar, the SetPoint of View dialog box displays. You can change the selected membersfor all dimensions and attribute dimensions before closing the dialog box.

To change POV bar members:

You can change members on the User and Grid Point of View bars fromthe Design and View panels.

1) Open a report and display the user and grid POVs.

2) Click a dimension on the POV bar.The Set Point of View dialog box displays.

3) Select the dimension to be changed. Highlight the member to displayon the POV bar.

4) Click OK.

Hyperion 3-57

Adding Attribute Dimensions to a Grid Point of View
During report design, you can change the attribute dimensions shown ona grid point of view.

To add attribute dimensions to a grid point of view:

1) Open a report and display the grid point of view.

2) On the Grid Properties sheet, select General.

3) Click Dimension Layout. .

4) Drag the attribute dimension icons from the Attribute Dimensions toPoint of View.

5) Click OK.

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Exercise - Defining a Grid Point of View

In this exercise, you modify a report to display the Grid Point of View.

Open 05_Total_Product_Category_Pages. Display the Grid POV for Grid1. Inthe Grid POV, for the Year dimension, select Qtr1. For the otherdimensions, select the top level member, Total CustType and Total Store Type.

View the report and then display the User Point of View. Compare yourreport to the one displayed in the Local exercise. View the data fordifferent Page members and different members in the Grid POV.

Turn off the display of the Grid POV and save the report.

In this exercise, you modify a report to display the Grid Point of View.

Define a Grid POV

1) From the Menu bar, select File / Open. Browse to find the report05_Total_Product_Category_Pages and double-click it to open it.

2) Select Grid1. In the Grid Properties sheet, select Grid Point of View.

3) On the Grid POV, select the User POV button to display the Set Point ofView dialog box.

4) For the Year dimension, select Qtr1. For the other dimensions, selectthe top level member, Total CustType and Total Store Type. Click OK.

5) Select the View tab.

Hyperion 3-59

6) Select View / Point of View to display the User Point of View. The
following is a portion of the report:

Even though the User POV is set to Year, the grid displaysQtr1 data, as defined in the Grid POV.

7) View the data for different Page members. Make other choices in theGrid Point of View.

8) Select the Design tab.

9) To turn off the Grid Point of View, right-click the grid and deselectGrid Point of View.

10) Save and close the report.

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Exercise - Defining Two Grids with a Different POV

In this exercise, you create a report with two grids. In each grid, you definea Grid Point of View.

Create a new Standard report for the PROFANA:Profit database. Place theAccount dimension in the rows, the Year dimension in the columns and TotalProduct in the Pages section. Change the Report Title to Grid Point of View.

On the first row of Grid1, place the accounts Units, Freight, andPurchase_Price. In the first column, place the Children of Year. In the Pagessection, select the products Total Office and Total Home. Display the Grid POVfor Grid1 and select ActCurr for the category dimension.

Insert another new grid into the report for the PROFANA:Profit database.Drag Total Product to the Pages section, Account to the Rows section andTotal CustType to the Columns.

On the first row of Grid2, place the accounts Units, Freight, andPurchase_Price. In the first column, place only the Children of Total CustType.In the Pages section, select the products Total Office and Total Home. Displaythe Grid POV for Grid2 and select BudCurr for the category dimension.

Display the User Point of View and View the report. Compare the report tothe one displayed in the Local exercise. Save the report as 06_Grid_POVwith the description Grid Point of View. Close the report.

In this exercise, you create a report with two grids. In each grid, you definea Grid Point of View.

Create a Report

1) Create a new Standard report.

2) In the Data Source Login dialog box, type the following information:

3) Click OK.

4) In the Dimension Layout dialog box, drag Account to the Rows section,Year to Columns and Total Product to Pages. Click OK.

Server localhost


Database Profit

Username Trnadmin (if prompted)


Hyperion 3-61

5) In the Report Title text box, replace the Report Title text with Grid Point
of View.

6) In row 1, double-click Account to open the Select Members dialog box.

7) Select and add the accounts Units, Freight, and Purchase_Price. RemoveAccount from the Selected area. Click OK.

8) In column A, double-click Year to open the Select Members dialogbox.

9) Add the children of Year to the Selected area. Remove Year from theSelected area and click OK.

10) Select the Pages drop down list to display the Page Properties sheet.

11) In Page Properties, double-click the Total Product dimension to displaythe Select Members dialog box. Add Total Office and Total Home to theSelected area and remove Total Product. Click OK.

12) Right-click Grid1 and select Grid Point of View.

13) Select one of the User POV buttons on the Grid Point of View. For theCategory dimension, select ActCurr. Click OK.

Create Grid2

1) On the Designer Toolbar, click Insert Grid and insert a New gridinto the report.

2) In the report workspace below the first grid, click and drag the cross-hair to draw the grid size.


4) Click OK.

5) In the Dimension Layout dialog box, drag Total Product to the Pagessection, Account to the Rows section and Total CustType to the Columnssection. Click OK.

Verify the grid name is Grid2. If not, change it to Grid2.

Server localhost


Database Profit

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6) In row 1, from the Select Members dialog box, select the accountsUnits, Freight, and Purchase_Price. Remove Account from the Selectedarea and click OK.

7) In column A, from the Select Members dialog box, select the childrenof Total CustType. Remove Total CustType from the Selected area andclick OK.

8) Select the Pages drop down list to display the Page Properties sheet.

9) In the Page Properties sheet, double-click the dimension TotalProduct.• Select and add Total Office and Total Home to the Selected area.• Remove Total Product.• Click OK.

10) Select Grid2 and on the Grid Properties sheet, select Grid Point of View.

11) For Grid2, select a User POV button to display the Set Point of Viewdialog box. Select the Category BudCurr. Click OK.

12) From the menu bar, select View / Point of View to display the User POV.

13) Select the View tab to view your report.Grid 1 displays ActCurr data, while Grid2 displays BudCurr data.

If your data does not match, verify the User POV is set to Year,Gross Margin, Total CustType, Total Store Type and TotalProduct.

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14) In either grid, change the category in the Grid Point of View.
The data is refreshed in the appropriate grid.

15) Select File / Save. Save this report as 06_Grid_POV and the descriptionGrid Point of View.


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Exercise - Create a Report with Investigation and Expansion

In this exercise, you create a custom report that utilizes the investigationand expansion functionality.

Create a new blank report. Create a grid connecting to thePROFANA:Profit database. Assign the Total Product dimension to the rows,the Category dimension to the columns and the Total Store Type dimensionto the page axis. Select the row and set investigations to01_Office_Home_Products. Select the Expansion option for Total Product.

View the report. Expand Total Product to view its children and investigate tothe 01_Office_Home_Products report.

Save the report with the name and description Investigation_Expansion andmake it Available to Web Users. Close the report.

In this exercise, you create a custom report that utilizes the investigationand expansion functionality.

Create a Blank Report

1) Click New Report .

2) Click Insert Grid .

3) In the report workspace, drag the cross-hair to draw the grid size.



6) From the Point of View section, place the Total Product dimension inthe Rows section. Drag the Category dimension to the Columns sectionand the Total Store Type to the Pages section and click OK.

Server localhost


Database Profit

User ID Trnadmin (if prompted)


Hyperion 3-65

7) Select row 1.
The Row 1 Properties sheet displays.

8) Select General and click Reports in the Investigate to section of theproperties sheet.

You can investigate on a row, column or cell in your report.You can investigate to a Hyperion Reports report or aHyperion Analyzer view. Either selection will present youwith a dialogue box prompting you to select a report or view.Enter your Analyzer login information if prompted.

9) Select 01_Office_Home_Products. Click Select.

10) On the Row 1 Properties sheet, click the checkbox to the right of TotalProduct and under the column heading Expansion.

11) Click the View tab to run the report. The investigations cell dataappears underlined in blue.

12) Expand the Total Product row to see the children of Total Product.

13) Click on any data cell to investigate to the defined report.The 01_Office_Home_Products report displays.

14) Select File / Close to close 01_Office_Home_Products.

15) Click the Design tab.

16) Click Save . Save the report as Investigation_Expansion for bothName and Description with Show file type as Reports and checkAvailable to Web Users.

17) Select File / Close to close Hyperion Reports.

3-66 Hyperion




1. What are the two types of reports you can create? How do theydiffer?

2. What do you do after you insert a grid?

3. What is the function of a property sheet?

4. If a report has multiple page members when it is generated, what isthe effect on the output of the report?

5. How is the grid point of view activated?

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1. What are the two types of reports you can create? How do theydiffer?

You can create blank and standard reports. A standard reportcontains a preformatted textbox and grid. A blank report is just that,blank.

When you create a standard report, you are prompted for a datasource. A blank report does not prompt you for a data source untilyou insert a grid.

2. What do you do after you insert a grid?

You define the dimension layout and select its members.

3. What is the function of a property sheet?

A property sheet lets you set options for the currently selected reportobject. There are different property sheets with different sets ofoptions for the general report, the objects on the report such as grids,charts and text and the elements of the objects such as rows andcolumns.

4. If a report has multiple page members when it is generated, what isthe effect on the output of the report?

A new report generates for each page member.

5. How is the grid point of view activated?

There are two ways to activate the Grid Point of View display. Youcan select the Grid Point of View checkbox in the Grid Propertiessheet on the Design panel or by right-clicking the grid and selectingGrid Point-of-View.

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� When you create a new report, you can create a standard report or ablank report.

� Grids contain components from external data sources. When youadd a new grid to your report, you must define the dimension layoutand select its members.

� You define the grid’s dimension layout in the Dimension Layoutdialog box by dragging dimensions to the Pages, Rows and Columnssections

� Members in a grid retrieve data from a data source. They areassociated with dimensions and dimension attributes. You canassign members to:• Rows• Columns• Page axes in a grid• POV bar.

� You can save member lists and member selection criteria thatdynamically retrieve members without having to recreate formulas.

� Property sheets let you set attributes for the currently selectedreport. When you set a property, it is automatically applied. Propertysheet features change based on the list box option selected.

� You can assign members to the dimensions on the page axis of agrid. Your report is generated for each different member assigned tothe page axis. A new grid is generated for each page member.

� During report design, you can set a grid point of view. A grid pointof view is saved with each grid and each grid can have its own POVsettings.

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3-70 Hyperion

4Report Objects

Chapter Objectives


• Change the workspace layout• Change the page setup• Change the data source• Format report objects• Add text boxes• Add images• Import a Hyperion Analyzer view

4 Report Objects Designing Hyperion Reports4
Overview
Report objects are grids, text boxes, images and charts. You add them toyour report design to determine report layout and data content. You canadd new or existing report objects to your reports. Existing objects inreports can be saved in the Repository separately from the reports inwhich they reside. You can then insert the saved objects into other reports.

After you add a report object, you format it. Format options include font,alignment, spacing and positioning. Many of these options are specific toone type of object, such as a grid. Others are more general and apply to allobjects.

Changing Workspace Layout

Before you begin designing your report, you may want to change theorientation or the size of the area in which you design the report. You canuse the default settings or you can modify the settings. The workspaceproperties, with the exception of header height and footer height, effectonly the online view of the report, not the printed report.

Choose from Letter,Legal, A4 or Custom

Specifying a workspaceheight sets theworkspace size toCustom

You can increase theheader size to one-third

the report workspacesize

Specifying a width setsthe workspace size to

Custom

You can increase thefooter size to one-third

the report workspacesize

Select to synchronizethe workspace size withthe page size in thePage Setup dialog box

Select Inches orCentimeters

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4Designing Hyperion Reports Report Objects

To change the workspace layout:

1) Open a report.

2) Click anywhere on the workspace outside of a report object to displaythe Report Properties sheet.

3) Specify the desired workspace properties.

Changing the Page SetupChanging the workspace layout does not effect how the report prints. Tochange the orientation of a printed report, you use Page Setup. Page Setupprovides additional formatting options for your reports. You can selectletter, legal or A4 paper size and set the orientation to portrait orlandscape. You can specify the top, bottom, left and right margins.

For reports that may slightly overrun onto a second page, Page Setup hasa Fit to Page option you can use to compress the report to one page.

For reports that span multiple pages, Page Setup includes options thatallow you to have the row and/or column headings repeated on eachpage.

To edit the page setup for a report:

1) Select File / Page Setup.The Page Setup dialog box displays.

2) Select the options you want for the report and click OK.

Check to enableFit to Page

Select papersize

Check to repeatrow or column

headings on eachpage

Select paperorientation

Click to accessMargin setup

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Designing Headers and Footers
Headers and footers can contain text, images, text formulas and pagenumbers. You can center text and images or align report objects to theright or left.

If you create a blank report, the header and footer height is zero (0) units.If you create a standard report, the header defaults to zero (0), the footer to1.

You change the height of the header or footer in the Report Propertiessheet. If you do not want your report to display a header or footer, specifyzero (0) as the height.

To design headers and footers:


2) To display the Report Properties sheet, click the workspace outside ofa report object.

3) To create a header, type a height in the Header Height text box. Tocreate a footer, type a height in the Footer Height text box.

4) To display the header, select View / Header.

To display the footer, select View / Footer.

If the header or footer height is zero, a message displays thatthe header or footer is not visible.

5) To insert text in a header or footer:

• Click Insert Text .• In the header or footer area, click and drag the cross-hair to

draw the text box size.• Type text or formulas in the text box.

To insert an image in a header or footer:

• Click Insert Image .• In the header or footer area, click and drag the cross-hair to

size the box for the image.

6) Set properties using the Text or Image property sheet.

To hide the header or footer, deselect View / Header orView / Footer.

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Creating a Title Page

You can create a title page for your report.

To create a title page:

1) Open a report design and add a text box at the top of the workspace.Enter and format the text you want to display on the title page.

2) Add another report object below the text box. On the object propertiessheet for the newly added object, select Page Break Before.

Formatting Grids

After you insert a grid in your report design, you can format it. Many ofthe grid options are also available for rows and columns.

Defining Row and Column Headings

When you define row and column headings, you can:

� Display member names� Display aliases� Customize headings� Suppress repeated row and column headings

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To define row and column headings:

1) Open a report design. Select a row or column or select multiple rowsor columns in the grid.

2) In the property sheet, select General.

3) To display the member name in the headings, select Show Member.

To display an alias for the member:• Select Show Alias.• Select an alias display from the Alias Table list.

4) To suppress repeated row or column headings, select SuppressRepeats.

Select this to enableexpanding and collapsingof the dimension memberhierarchy when viewing thereport online in the Viewtab or with the HyperionReports Web Viewer.

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Specifying Placement of Row Headings

You can place row headings before specific columns in the grid. Forexample, you could place row headings before the third column (C) of thegrid.

You cannot place row headings before columns that are sorted.

To specify the placement of row headings:

1) Open a report and select a grid.

2) From the Grid Properties sheet, select General.

3) In Place Row Headings Before Column, select the column identifier beforewhich you want the row headings to appear.

Resizing

You can resize report objects so they display fully expanded or at aspecified height and width. When you resize, the contents remain thesame size, but the space around the content changes. You can resizemanually, by pulling an object’s handles or you can choose Autosize toresize automatically.

Autosize automatically increases the size of a grid as more area is neededto include all resulting data. It resizes a text box or grid horizontally andvertically as it expands.

Autosize off

Autosize on

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If you reduce the size of a report object so more content fits, scroll barsdisplay. In an online report, you can use them to display more data.
Use the guidelines and the ruler on the workspace to assist insizing report objects.

To resize report objects:

1) Open a report.

2) To manually adjust the size of a report object, click and drag a reportobject’s handle.

To automatically expand a grid:• Select a grid.• In the property sheet, select General• Select Autosize

Deselect Autosize to disable automatic sizing.

Aligning Cells

You can also align the contents of a cell. Depending on the area you select,you can align all cells or a group of cells. Cell alignment can be found inthe following property sheets:

� Grid� Column and row heading� Column and row� Cell

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To align cells:

1) Open a report design and select one of the following:• Grid• Column headings• Row headings• Columns• Rows• Cells

2) In the property sheet, select Format.

3) Click the Basic tab.

4) In Horizontal, select Left, Center or Right.

In Vertical, select Top, Middle or Bottom.

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Changing Row Height and Column Width
You can change the row height and column width in grids. You canchange the entire grid or only specific rows or columns.

To change row height and column width:

1) Open a report design and select one of the following:• Grid• Columns• Rows


3) Select the Basic tab.

4) Type the row height, column width or both.

You can also drag a row or column handle to the desired size.

Adding a Border or Shading to a Grid

You can add borders around cells in a grid and shade areas of a grid.Border and shading can be found in the following property sheets:

� Grid� Column and row heading� Column and row� Cell

To add a border or shade a grid:

1) Open a report design and select a grid or grid area.


4-10 Hyperion


3) Select the Basic panel and click Borders and Shading.

4) To place a border around the cell:• Select the Borders panel.• Select the type of border.• Click OK.

To shade a cell:• Select the Shading panel.• Select the shade.• Click OK.

Setting Font Options

You can set font options for:

� Text in a text box� An entire grid� Individual cells� Entire rows and columns

The following font options are available:

� Font� Font Style� Font Size� Strikeout� Underline� Overline� Color

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To set the font:

1) Open a report and select one of the following:• Text in a text box.• A text box or grid.• A cell, row, or column in a grid.


3) Select the Font panel.

.

You can also use the formatting toolbar buttons on theDesigner toolbar to perform some of the functions available inthe property sheet.

4) Click Font.

5) Make your selections and click OK.The Design panel displays.

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Underlining and Overlining Cells

You can place an underline beneath, or an overline above, one or morecells. You can place single lines or double lines over or under the cells.

To underline or overline cells:

1) Open a report and select a cell.

2) In the Cell property sheet, select Format.

3) Select the Font tab.

4) To underline, from the Underline drop-down list, select None, Single orDouble.

To overline, from the Overline drop-down list, select None, Single or Double.

Formatting Numbers in a Grid

You can format numbers in a grid. Number options can be found in thefollowing property sheets:

� Grid� Column and row heading� Column and row� Cell.

Number options are organized into different categories as follows

General Displays numbers with no special formatting. Can be scaled.

Number Formats positive and negative numbers. You can define thenumber of displayed decimal places and the separatorcharacter. Number values do not require a currency symbol.Can be scaled.

Currency Formats monetary values. You can define the currency symbol,number of decimal places, separator character and thenegative numbers format. You can also suppress all currencysymbols or all symbols except the first. Can be scaled.

Percentage Formats percentage values. You can define the number ofdisplayed decimal places and scaling.

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To set number options:


2) Select a grid or grid area.


4) Select the Number tab.

5) Specify the number options.

Select from 0 to 15

When currency iscategory, separatorused is common tospecified currency.

Scaling moves the zeros.For example, If 8,492,549

is scaled to Thousands, it is8,493, if it is scaled it to

Millions, it is 8

Select a symbol if usingcurrency

Select None, All ExceptFirst, or All if using

currency

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Suppressing Data

You can suppress the display of invalid data in your reports including:

� Resulting zero values� No resulting data for the row and column intersections� Data or calculation errors.

When you suppress invalid data, the cell appears empty. You cancustomize cells in the Grid Properties sheet to display a specific value,such as zero (0), instead of empty cells.

You can set suppression options for an entire grid or specific rows andcolumns. If you set suppression options for a row or column containinginvalid data, the row or column is suppressed. Suppressed data is notused in calculations.

If you do not suppress data, text messages display for zero value cells, nodata cells and error cells. You can use these default messages or changethem to anything you want to display in each type of cell.

The following are the available suppression options.

These values displayin reports for thesecell types whensuppression for thattype of cell value isnot activated

Select to hide the gridwhen viewing orprinting

Select to suppresszero values, empty

cells or error valuesfrom display whenviewing or printing

Property Sheet Option Description

Row Heading

Column HeadingRow

Column

Hide always Hides the specified property.

Grid Hide grid Hides the grid.

Hyperion 4-15


.

To suppress data:


2) Select a grid, row or columns in a grid.

3) In the property sheet, select Suppression.

4) To suppress all values equal to zero, select Suppress Zero Values.

To suppress all cells not containing data, select Suppress if No Data.

To suppress data in cells that cannot be retrieved or calculatedbecause of errors, select Suppress if Error.

Grid

Row

Column

Suppress Zero Values Suppresses all values equal to zero

Grid

Row

Column

Suppress if No Data Suppresses all cells not containingdata.

Grid

Row

Column

Suppress if error Suppresses data in cells thatcannot be retrieved or calculatedbecause of errors.

Grid Text Options - ZeroValues

Type a value to display in the cellscontaining zero values. Availableonly if Suppress Zero Values is notselected.

Grid Text Options - No Data Type a value to display in the cellswithout data. Available only ifSuppress if No Data Values is notselected.

Grid Text Options - Error Type a value to display in the cellswith errors. Available only ifSuppress if Error is not selected.

Property Sheet Option Description

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Hiding a Grid

You can hide a grid so it does not display when you print or view a report.A chart based on a hidden grid will still display when you print or viewthe report. When you hide a grid, the title bar changes from blue to grayon the Design tab.

To hide a grid:


2) In the Grid property sheet, select Suppression.

3) Select Hide Grid.

Positioning Grids

You position grids or any other report objects on a page to align them onan online report and on a printed page. You can use the automaticalignment settings on the property sheets or manually drag and positionthe objects using the workspace rulers.

You use relative positioning to maintain separation between report objectsthat change size depending on content. If a report object above the relativereport object increases or decreases in size, the relative object moves tomaintain the same distance between it and the resized report object.

Select None, Relative,Top, Middle or Bottom

Select None, Relative,Left, Center or Right

Select to displaychildren after parent

when expandedSelect to displaychildren before parentwhen expanded

Hyperion 4-17

When alignment is None, the report object always prints at its currentlocation whether the objects above it or to the right resize.
You cannot position a report object on another report object.

To position a grid:


2) In the Grid property sheet, select Position

3) In the Alignment text boxes, specify the grid’s horizontal and verticalposition on the report.

To position objects manually, click the edge of the object, thendrag the object using the workspace rulers as guides.

Copying and Pasting Cells in Grids

You can copy and paste text or heading cells in or among grids in a report.

When you use the copy function, only the formatting and selectedmembers are copied. You can only paste the cell contents to other headingcells that retrieve members from the same dimension.

To copy and paste cells:

1) Open a report.

2) In a grid, select the cells to copy.

3) Right-click the selected cells and select Copy.

4) Select the cell, row heading or column heading in which to paste thecell.

5) Click the right mouse button and select Paste.

If the target cell dimension is different from the cells copied tothe clipboard, Paste is disabled.

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Exercise - Defining Headers, Footers and Report Formatting

In this exercise you modify the dimension layout of the grid to includeanother page dimension. You define a report header and footer and applyformatting to different parts of the report.

Open 05_Total_Product_Category_Pages. Save it as07_Total_Product__by_Region_Formatted.

Edit the Grid1 dimension layout.Add the Year dimension in the Pagessection of the report. In the Pages drop-down list, for Year, select only Qtr3and Qtr4. For Category, remove VarCurr.

In the columns, change the Account selection so Children of Netsales andNetsales appear in separate columns. In the Grid POV, verify Total CustTypeand Total Store Type are selected. Deselect the Grid POV.

Set the Header and Footer Height to 1.00. Display the header and add a textbox with the text Regional Net Sales by Product. Center the text and the textbox. Format the text to Bold Italic, size 18 and select a color of your choice.Display the footer area. Add a text box with the text Company Confidential.Format the text to size 8 and a color of your choice. Position the box on theLeft.

Define the following grid formatting: Suppress Repeats, Autosize, Currency,symbol $(USA), Thousands scale, Suppress if no data and Center the grid.

Use the CurrentPageMember function to also display the quarter in the Pageheading. If needed, refer to the Local exercise for the syntax.

Refer to the report displayed at the end of the Local exercise. Apply allother formatting. For details, see the Format the Grid section in the Localexercise.

In this exercise you modify the dimension layout of the grid to includeanother page dimension. You define a report header and footer and applyformatting to different parts of the report.

Modify Report Dimensions and Members

1) In the Menu Bar, select File / Open. Browse to find the report05_Total_Product_Category_Pages and double-click it.

2) Select File / Save As and save the report as07_Total_Product__by_Region_Formatted.

3) For Grid1, click Dimension Layout.

Hyperion 4-19

4) Drag Year to the Pages section and click OK.
5) Select the Pages drop-down list to display the Page Properties sheet.

• In the Page Properties sheet, click Lookup .• Remove the Category member VarCurr.• In the Dimensions drop-down list, select Year.• Add Qtr3 and Qtr4 to the Selected area and remove Year.• Click OK.

6) In column A, double-click Children of Netsales (Inclusive).The Select Members dialog box displays.

7) Change the selection so Children of Netsales and Netsales are in separatecolumns. Click OK.

8) If the Grid POV is not shown, select the grid. Right-click Grid1 andselect Grid Point of View.• Change the member selection in the Grid POV to Total CustType

and Total Store Type.• Deselect Grid Point of View.

9) Select the View tab. After viewing the report, return to the Design tab.

Define a Header and Footer

1) In the Report Properties sheet, change the Header Height and FooterHeight to 1.00.

If the following message appears, drag the grid further downon the workspace and then set the Header and Footer heights.

2) From the Menu bar, select View / Header.The Header area displays at the top of the report frame.

3) From the Menu bar, select Insert / Text.

4) Click and drag the cross-hair in the Header area of the report to sizethe text box.

5) Inside the text box, type Regional Net Sales by Product.• Highlight the text. From Text Properties, select Format. Select Center

Alignment.

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• Click Font . Select Bold Italic, size 18 and a color of yourchoice. Click OK.

6) If needed, resize the text box by clicking and dragging one of theborders.

7) Select the border of the text box. From Text Properties / General, selectCenter for the horizontal position.

8) In the Menu bar, select View / Footer.The Footer area displays at the bottom of the report frame.

9) Insert a text box in the Footer area.• Type Company Confidential in the text box.• Format the text to size 8 and a color of your choice.• Position the text box on the Left.

10) Select the View tab.

11) After viewing the report, return to the Design tab.

Format the Grid

1) Select the grid. From Grid Properties / General, select Suppress Repeatsand Autosize.

2) Select Grid Properties / Format / Number.• Select Currency and the symbol $(USA).• Scale to Thousands.

3) Select Grid Properties / Suppression and Suppress if no data.

4) Select Grid Properties / Position. In Horizontal, select Center.

5) Select row 1. From the property sheet Format category, change the fontsize to 10 and select a color of your choice.

6) Select the row headings and change the font to Bold Italic.

7) Select the row containing the column headers.• From the property sheet Format / Font, change the font to Bold, size

9. Underline the characters.• Click OK.• On the Basic tab, change the Horizontal alignment to Right.

8) Select column B. From Format, change the font to Bold.

Hyperion 4-21

9) Select the Pages drop-down list. From Page Properties, in Heading, add
a second CurrentPageMember function for the Year dimension.Compare the syntax to the following:

<<CurrentPageMember(1)>> - <<CurrentPageMember(2)>>

The first function displays the current page member for theCategory dimension. The second function displays themember from the Year dimension.

10) Highlight the CurrentPageMember functions. Change the font to BoldItalic, size 12. Select the color of your choice.

11) Click Print Preview . Zoom In and display each page of the report.Compare the report to the following:

If your data varies from the example, set your User POV toTotal CustType and Total Store Type.


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Exercise - Report Formatting

In this exercise you apply different formatting options to a report.

1) Open the report 04_Office_Home_Pages.

2) Select File / Save As and save the report as08_Office_Home_Pages_Formatted.

3) In column A, double-click ActPrior.

4) In the Select Members dialog box, remove ActPrior from the Selectedarea. Select Place selections into separate columns and click OK.

5) In the property sheet for Grid1, select Place Row Headings Before ColumnB.

6) Select the View tab. After viewing the report, return to the Design tab.

7) Apply the same formatting to the report as shown below. If needed,see the following step for more detail.

Hyperion 4-23

8) Use the following table for detail on formatting the report.
If you wish, apply color to headings or report data.

9) Click Print Preview . Zoom In to better view the report.


Selected area Formatting

Grid Autosize, Column width 110, Centerposition Numbers set to Currency, $(USA)symbol, scaled to Thousands

Text in report title Bold, size 16

Page axis heading Bold, size 9, Underline

Column headings Bold, Align Right

Row headings Centered

Column B Column width 60

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Changing the Data Source

You can change the data source of a grid. If the structure of the new datasource is different from the current data source, a message displays andthe report cannot repopulate.

To change the data source:


2) In the Grid property sheet, select General.

3) In the Server text box, type the name of the server.

Using Multiple Data Sources in a Grid

You can populate your grid with data from multiple sources. After youdefine a grid’s initial data source and dimension layout, you can changethe data source for one or more rows or columns. You can define adifferent data source for each data row or data column in a grid.

You can preserve the grid members when changing data sources bymapping all row or column dimensions from the current data source tothe new one.You do not have to map dimensions on the POV. You canaccess the data source from the Column or Row Properties sheet.

Hyperion 4-25


To use multiple data sources in a grid:


2) Select one or more data rows or columns.

3) From the property sheet, select General.

4) Click Select Data Source .

5) In the Select Data Source dialog box, enter the new application anddatabase. Click OK.

The Map Dimensions dialog box displays.

6) In the Map Dimensions dialog box, select a dimension from the pull-down list in the right column for each dimension in the left column.

7) Click OK.

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Report Objects

Grids, text boxes, images and charts are called report objects. Reportobjects can be shared or linked for use in multiple reports. When you addan existing report object to a report, you can either link it to the sourceobject as a shared object or copy it into your report design without a linkto the source object.

If you modify a shared object in a report and save it, the changes arereflected in all reports containing objects linked to the shared object. If youunlink a report object, it becomes just a copy of the source object. Changesto the copy do not effect the source object, nor do changes made to thesource object effect the copy.

Saving Report Objects

You can save report objects to use in other reports. When you save reportobjects, only the object, not the report, is saved.

If you change a shared object and save the report, you are prompted tosave the report object. Saving changes to a shared object effects the sourceobject and all objects in other reports linked to the source object.

When you save an unlinked report object, you can change the object name.If the report object is linked, you must unlink it before you can change thename.

When you rename a report object, the name can have uppercase andlowercase letters, spaces and numbers. You cannot include specialcharacters in the name.

To save report objects:


2) Select the report object.

3) Select File / Save Object. The Save Grid Object dialog box displays.

4) Enter a name and description for the report object.

5) Select or clear the Link to source object check box.

6) Click Save.

Hyperion 4-27

Removing Report Object
You can remove report objects from a report. If you remove a sharedobject from a report, it is removed from the report and not the server. It isstill available to use in other reports.

To remove report objects:


2) Select a report object. Right-click and select Delete.

3) Click OK.

Inserting Page Breaks Before Report Objects

You can a insert page break before a report object.

To insert a page break:

1) Open a report in the Designer and select a report object.

2) From the Properties sheet, select the Page Break Before check box.

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Creating Text Boxes

Text boxes are report objects containing text or text functions. Like otherreport objects, you can format, move, resize or reposition the areacontaining the text. You can add text boxes to headers, footers and withinthe body of the report.

To add new text boxes:

1) Open a report and select the report workspace. Click Insert Text .

2) Drag the cross-hair on the workspace and a draw a box.

3) Enter your text in the text box.

4) Modify the text box properties using the Text Properties sheet.

Hyperion 4-29


To add existing text boxes:

1) Open a report and select Insert / Saved Object / Text. The Insert SavedObject dialog box displays.

2) Select the saved text object file and enter a name and description.

3) To automatically update the text box if the source object changes,click Link to Source Object.

To insert only a copy of the text box, do not select Link to Source Object.

4) Click Insert.

5) Modify the text box properties using the Text property sheet.

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Text Format Properties

Format properties define the attributes for text in a text box, cells in a grid,chart components and headers and footers. You can set font characteristicssuch as type, size, color, underline and overline. You can select alignmentand spacing options or add a border around a text box and shade the areainside a text box.

To set alignment, spacing, border and shading options:

1) Open a report and select a text box.


3) Select Left, Center or Right for alignment

4) Select the number of spaces to indent the text from its alignedposition.

5) To place a border around the text box:• Select Show Border

6) To shade a text area:• Select Shading• Select None, Light or Dark

Select Left,Center or Right

Select None,Light or Dark

Set number of spacesto indent from alignedposition

Select to display aborder around text box

Click to set font options

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Adding Images
Images are report objects containing a graphic. The following imageformats can be included in a report:

� Windows bitmap (.bmp)� GIF (.gif)� JPEG (.jpg)� Metafile (.emf and.wmf)� Icon (.ico and.cur).

You can add images to the header, footer or outside other report objects.After you add an image to a report, you can format it using the ImageProperties sheet.

Lets you browsethrough files

Sizes image tofit in frame

Choose from None,Relative, Left, Center orRight.

Inserts a page breakbefore the selectedimage.

Choose from None,Relative, Top,

Middle or Bottom

When selected,object is linked to

source. Deselect toinsert a copy

instead.

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To add new images:

1) Open a report and click in the report workspace. Click Insert

Image .

2) Click and drag the cross-hair on the workspace to draw the imagesize.

3) On the Image property sheet, click Select Image. Search and select animage.

4) In the Image property sheet, modify the image properties.

To add existing images:

1) Open a report and select Insert / Saved Object / Image. The Insert SavedObject dialog box displays.

2) Select the saved image object file and enter a name and description.

3) To automatically update the image if the source object changes, clickLink to Source Object.

To insert only a copy of the image, do not select Link to Source Object.

4) Click Insert.

5) Modify the image properties in the Image property sheet.

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Exercise - Adding Text Boxes and Images to a Report
In this exercise, you add text boxes and images to an existing report. Youapply formatting to different areas of the report.

Create a Report Header

1) Open the report 01_Office_Home_Products.

2) Select File / Save As and save the report as 09_Office_Home_Images.

3) On the Report Properties sheet, enter a Header Height of 1.00.

The following message may appear:

4) Move the text box and grid further down in the report frame. Set theHeader Height to 1.00.

5) Select View / Header.

6) Select Insert / Saved Object / Image.

7) In the Insert Saved Object dialog box:• Find and select LOS_Image, check Link to source object and click

Insert.• Drag the image to the report header area. On the Image

Properties sheet, position the object on the Left.

8) Repeat steps 6 and 7 to insert the PHS_Image on the Right side of thereport header.

9) Select Insert / Saved Object / Text.

10) In the Insert Saved Object dialog box:• Select LOS_TitleBox, check Link to source object and click Insert.• Drag the text box to the report header and position it next to the

LOS image.

11) Repeat steps 9 and 10 to insert the PHS_TitleBox next to the PHS Imagein the report header.

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12) Click Print Preview . Zoom In to better view the report headers.If a text box overlaps part of the images, return to the Design taband change its position.

13) After viewing the report, return to the Design tab.

Format the Report Title and Grid

1) Format the report title, Total Office and Home Products, to display as bold,size 20, with a border. Center the report title text box.

2) Autosize and Center the grid.

3) Format the column and row headers as bold, size 12.

4) Set the Row Height to 25. Set the width of the row headings columnto 166. Set the width of column A to 90.

5) Format the numbers to display as Currency, font size 12, with thesymbol $(USA) and scale to Thousands.

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6) Click Print Preview . Compare your report to the following:

If your data varies from the example, set your User POV toYear, Grossmargin, Total CustType, Total Store Type andName.

7) Close and save the report.

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Exercise - Saving and Linking Objects

In this exercise, you create and save a report object. Your object is linked tothe source. Any changes to the source object reflect in all report objectslinked to it.

Create and Save a Text Object

1) Open the report 03_Light_Bulbs_Member_List.

2) Select File / Save As and save as 10_Objects_Link1.

3) The report contains a report title, Light Bulbs, in a text box. Format theLight Bulbs text as Bold Italic, size 18, red.

4) Right-click in the text box and select Save Object from the drop-downmenu.

5) Name the text object Lights, check Link to source object and select Save.


Insert and Modify the Text Object

1) Create a new Blank report.

2) Select Insert / Saved Object / Text.The Insert Saved Object dialog box displays.

3) Select Lights, check Link to source object and click Insert.The Light Bulbs text box is inserted into the report.

4) Format the Light Bulbs text box with Light shading and a Border.

5) Right-click in the text box and select Save Object.

6) In the dialog box, select Lights and check Link to source object. ClickSave.

7) Click Yes to overwrite the existing text box in the Save Object dialogbox.

8) Save the report with the name 10_Objects_Link2.


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10) Open 10_Objects_Link1. After viewing the text box, close the report.
The text box containing Light Bulbs now has a border andlight shading. It reflects the changes to the source object madein the other report. Any changes to a source object reflect in allreports containing the object.


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Importing a Hyperion Analyzer View

You can import a Hyperion Analyzer (formerly Hyperion Wired forOLAP) view into an existing report design or you can use it as the basis fora new report. A Hyperion Analyzer view becomes a grid when importedinto a report design.

You can import any number of Analyzer views into the same reportdesign. When you import a view, the Analyzer member selection ismaintained in the report.

Grids created from Hyperion Analyzer views cannot be linked totheir original view. However, you can save a grid created this way soother reports can link to it.

To import a Hyperion Analyzer view:

1) To import a view in an existing report design:• Select Insert / Saved Object / Analyzer View.• Click Import.

2) In the Hyperion Analyzer Login dialog box, enter a valid User ID andpassword, then click OK.

3) In the Wired Views dialog box, select the appropriate group from theGroups list.

4) Select a view from the Views in Group list.

5) Click Import.

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6) Click and drag the cross-hair on the workspace to change the grid
size.

To export a Hyperion Analyzer view:

1) Right click a grid.

2) Select Export to Analyzer.

3) In the Hyperion Analyzer Login dialog box, enter a valid User ID andPassword.

Hyperion Analyzer displays with the grid as a view.

4) In Hyperion Analyzer, select File / Save to save the view.

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1. What are the different report objects used in Hyperion Reports?

2. What is the difference between the Workspace Layout and PageSetup?

3. What can headers and footers contain?

4. How do you resize a grid?

5. What is a shared report object?

6. What are text boxes?

7. What happens to a Hyperion Analyzer view when it is imported intoa report design?

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1. What are the different report objects used in Hyperion Reports?

Grids, text boxes, images and charts.

2. What is the difference between the Workspace Layout and PageSetup?

The Workspace Layout is where you change the Report Design area.Page Setup changes how the report prints.

3. What can headers and footers contain?

They can contain text, images, text formulas and page numbers.Headers and footers cannot contain grids or charts.

4. How do you resize a grid?

You can either do it manually by pulling the handles or you can selectthe grid and click autosize in the General Properties sheet.

5. What is a shared report object?

A shared report object is a grid, text box, image or chart residing onthe server that can be linked or copied into your report.

6. What are text boxes?

They are report objects containing text or text functions.

7. What happens to a Hyperion Analyzer view when it is imported intoa report design?

It becomes a grid when it is imported into Reports.

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� Report objects are grids, text boxes, images and charts. After youadd a report object to your report, you format it.

� You can change the orientation or the size of your report design areain Report Properties.

� Changing the workspace layout does not effect how the reportprints. To change the orientation of a printed report, you use PageSetup.

� Headers and footers can contain text, images and text formulas, butnot grids or charts.

� After you insert a grid in your report design, you can format it.Many of the grid options are also available for rows and columns.You can:• Resize report objects so they display fully expanded or at a

specified height and width.• Align the contents of a cell.• Change the row height and column width in grids.• Add borders around cells in a grid and shade areas of a grid.• Set font options including underline, overline and color.• Format numbers.• Suppress the display of invalid data.• Hide a grid so it does not display when you print or view a

report.• Position grids or any other report objects on a page to align them

in an online report and on a printed page.• Copy and paste text or heading cells in or among grids in a

report.� You can change the data source of a grid and use multiple data

sources in a grid.� Shared report objects are linked for use in multiple reports.When

you add an existing report object to a report, you can either link it tothe source object as a shared object or copy it into your report design.

� Text boxes are report objects containing text or text functions. Likeother report objects, you can format, move, resize or reposition thearea containing the text.

� Images are report objects containing a graphic.� You can import a Hyperion Analyzer view into an existing report

design or you can use an Analyzer view as the basis for a new report.

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5Functions

Chapter Objectives


• Insert rows or columns in grids• Use text functions• Subtotal data rows and columns• Use mathematical functions and properties

5 Functions Designing Hyperion Reports5
Overview
You can develop more complex reports using the functions available inHyperion Reports. The two main function types are:

� Mathematical functions that perform calculations� Text functions that display information.

Inserting Rows or Columns

Before adding functions to your grid, you must sometimes add rows orcolumns. You can add rows or columns or you can use the anchor row andcolumn to append new rows and columns. There are three types ofcolumns and rows you can add:

By default, the grid boundary remains the same size as you add new rowsand columns.

To insert rows in grids:


2) Select a row or cell above which you want to insert rows or select theanchor row to add rows to the bottom of the grid.

3) To insert a data row, select Insert / Row / Data.

To insert a formula row, select Insert / Row / Formula.

To insert a text row, select Insert / Row / Text.The new row displays.

Data Contains dimension members from a data source. Themember defaults to the top-level member.

Formula Displays values based on formulas. A formula row orcolumn calculates totals, subtotals and variances.

Text Contains primarily text. You can type text directly intorow or column cells.

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5Designing Hyperion Reports Functions

To insert columns in grids:


2) Select the column to the left of which you want to add a column orselect the anchor column to add columns to the right of the grid.

3) To insert a text column, select Insert / Column / Text.

To insert a data column, select Insert / Column / Data.

To insert a formula column, select Insert / Column / Formula.The new column displays.

Using Text Functions

Text functions display report information such as the report name or pagenumber. You can use text functions anywhere you can use regular textsuch as in text boxes, headings and footers. You can also format the fontfor the text function just as you do for regular text.

You enclose text functions with opening and closing braces:<< Text Function () >>

You can use spaces between arguments. All arguments are enclosed inquotes, except number arguments. Text functions and their arguments arenot case sensitive.

You can use the following text functions:

� CurrentPageMember� DataSource� Date� GetCell� GetHeading� GridDimension� Page (header and footer only)� PageCount� POV� Report Author� ReportCreated� ReportDesc� ReportModified� ReportModifiedBy� ReportName� RetrieveValue

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When you select a function in the Insert Function dialog box, it displays inthe Selected Function area. Help for the function is also displayed. Youcan add any additional parameters in the Selected Function dialog box.
In addition to text boxes, you can use text functions in a grid by inserting atext row or column. The Insert Function dialog box is accessible from thefollowing property sheets:

You must format the entire text function, including the anglebrackets, with the same font properties.

To use text functions in a text box:

1) Open a report design. Select an existing text box or create a new one.

2) From the Text Properties sheet, select General.

3) Click Insert Function .

4) In the Insert Function dialog box, select a function.

Property Sheet Panel

Text General

Page

Row General

Calculation

Column General

Calculation

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5) In the Select Function area, add parameters if necessary. Click OK.

6) Select the View tab to display the report.

To use text functions in a grid page heading:

1) Open a report design. Select the pages list in a grid.

2) From the property sheet, click Insert Function .




To use text functions in a grid text row or column:

1) Open a report design. Select a row heading or column heading.

2) From the property sheet, click Insert Function .




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Text Functions
CurrentPageMember

CurrentPageMember returns member names from the page axis for thecurrent page of the printed report, where “Index” is the numeric offset of amember in the dimension of the page access.

<<CurrentPageMember(Index)>>

DataSource

DataSource returns the server name, application name, data base or aliastable name of a grid. The function syntax is:

<<DataSource(“GridName”, Infotype)>>

Database is case sensitive.

For example, to insert data source information in your report, use:

This report uses the <<DataSource(“Grid1”, App) >> with the <<DataSource(“Grid1”,DB) >> database located on the <<DataSource(“Grid1”, Server) >> server and usesthe <<Datasource(“Grid1”, Alias) >> alias table.

Date

Date returns the date/time that an online report is populated with data orthe date/time that a snapshot report is saved. The date and time isretrieved from the report server. The function syntax is:

<<Date(“date/time format”)>>

Format characters are case sensitive. The following are all the date/ timeformat characters:.

Where Is

GridName Any grid in your report design.

InfoType One of the following: Server, Application, Database orAlias table name..

Symbol Meaning Data Type Example

G era designator text AD

y year number 1999,99

M month in year text ornumber

July, 07

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The number or count of pattern letters determines the exact format.

For text, four or more pattern letters displays full form and less than fourpattern letters displays short or abbreviated form, if it exists. M or MMyields the month as a number, MMM uses the three-letter abbreviation forthe month and MMMM uses the full name of the month.

For numbers, the number of pattern letters is the minimum number ofdigits. Shorter letters are padded with zeros. Year is a special case. Use“yy” to display the last two digits of the year display, use “yyyy” todisplay the four-digit year.

All upper and lower case alphabetical characters are considered patterns,whether or not they appear in the above table. If you want literal text, youmust enclose that text in single quotes. If you want to use a single quote inliteral text, you must enclose the text and quote in two single quotes.

d day in month number 10

h hour in am/pm (1-12) number 12

H hour in day (0-23) number 22

m minute in hour number 30

s second in minute number 25

S millisecond number 978

E day in week text Tuesday

D day in year number 189

F day of week in month number 2 (2nd Wednesday ofthe month

w Week in year number 26

W Week in month number 3

a am/pm marker text PM

k hour in day (1-24) number 22

K hour in am/pm (0-11) number 10

z time zone text Pacific Standard Time

’ escape for text

“ single quote

Symbol Meaning Data Type Example

Hyperion 5-7

The following demonstrates some common date and time format options.Insert any of these into any place in a report that you can type text.
Date Format Result

<<Date(“d/M/yy”)>> 11/1/00

<<Date(“d-MMM-yy”)>> 11-Jan-00

<<Date(“EEEE,MMMM,d,yyyy”)>> Tuesday, January 11, 2000

<<Date(“h:mm:ss a”)>> 12:52:05 PM

<<Date(“h:mm:ss a zzzz”)>> 12:52:05 PM Eastern Standard Time

<<Date(“hh ‘o’’’ ’clock’ a, zzzz”)>> 12 o’clock PM, Eastern StandardTime

<<Date(“EEEE, MMMM, yyyy G‘time:’h:mmm:ss a zzzz”)>>

Tuesday, January 11, 2000 AD time:12:52:05 PM Eastern Standard Time

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GetCell

GetCell returns a data value from a grid. The row, column and pagearguments apply to the grid in the viewer. The function syntax is:

<<GetCell(“GridName”, Row, Column, Page)>>

For example, you want to report the value of the cell in row 17, column 23of a grid called grid1. It is also on the first page dimension and displaystotal income. Use:

The grand total for the period was <<GetCell(“grid1”, 17, 23, 1)>>.

First, generate the report and display it in the viewer. Note the grid name,selected page dimension and the run-time row and column.

The page, row and column indices are one-based.

Where Is

GridName The name of a grid enclosed in quotes.

Row Numeric value representing the row number for thegrid in the viewer. The first row in a grid has an indexof one, the second row has an index of two and soforth.

Column A numeric value representing the column number forthe grid in the Viewer. The first column in a grid has anindex of one, the second member has an index of twoand so forth.

Page A numeric value representing the page dimensionindex for the grid in the Viewer. The first pagedimension in a grid has an index of one, the secondpage dimension has an index of two and so forth.

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GetHeading
You use GetHeading as a text function that obtains text headings from agiven grid. The function syntax is:

<<GetHeading(“GridName”, Page, Reference, Offset|“Delimiter”)>>

Using the sample grid below, these examples of GetHeading return thefollowing column and row text headings:

GetHeading(“Grid1”, 1, A, 1) gets: Actual

GetHeading(“Grid1”, 1, A[B], 2) gets: Feb

GetHeading(“Grid1”, 1, A[C], ”-”) gets: Actual - Mar

GetHeading(“Grid1”, 1, 1, 1) gets: Georgia

GetHeading(“Grid1”, 1, 1[2], 1) gets: East

GetHeading(“Grid1”, 1, 1[2], 2) returns: <error> (because it’s an invalidreference)

GetHeading(“Grid1”, 1, 1[3], ”-”) gets: Market

A(A) A(B) A(C)Actual Actual ActualJan Feb Mar

1(1) Georgia 112 67 731(2) East 5,864 3,322 3,7891(3) Market 15,904 9,277 10,640

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GridDimension

GridDimension returns the name of a dimension on a grid's page, columnor row axis. The function syntax is:

<<GridDimension(“GridName”, Axis, Index)>>

For example, to display the name of the first dimension on the row axis ina text box, use:

This report is based on the <<GridDimension(“grid1”, Row, 1)>> dimension.

Because that dimension may change in the future, you use theGridDimension function in the text box.

Page

Page returns the current page number on a printed report. Online reportsdisplay empty parenthesis for the page number. The function syntax is:

<<Page()>>

For example, to insert the page number in a text box in a header or footer,use:

Page <<Page()>>

Where Is

GridName The name of a grid in the report enclosed in quotes.

Axis The grid axis where the dimension is placed. Thedimension is located on either the row, column or pageaxis of the grid. This argument can be set to one ofthese values: Page, Col or Row.

Index A numeric value representing the offset or index of thedimension on the named axis. The first dimension onan axis has an index of one, the second dimensionhas an index of two and so forth.

Hyperion 5-11

PageCount
PageCount returns the total number of pages in a printed report. Onlinereports display [[PageCount()]] for the page count. The function syntax is:

<<PageCount()>>

For example, to insert the page count in a text box in a header or footer,use:

The total number of pages are: <<Pagecount()>>

POV

POV returns the member assigned to a dimension in the grid point ofview. The function syntax is:

<<POV(“GridName”, DimName)>>

For example, to display the member of a dimension named Measures withthe assigned member Profit, use:

<<POV(“GridName”, MSR)>>

ReportAuthor

ReportAuthor returns the name of the user who created the report. Thefunction syntax is:

<<ReportAuthor()>>

For example, to insert the report author in the body of your report, use:

This report created by: <<ReportAuthor()>>

Where Is

GridName The name of a grid enclosed in quotes.

DimensionName The name of a dimension in the grid point of view.

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ReportCreated

ReportCreated returns the creation date of the current report. The functionsyntax is:

<<ReportCreated(“date/time format”)>>

where date/time format is a list of characters, in quotes, defining theformat of the date and time.

For example, to insert the report creation date in the report header textbox, use:

This report was created on <<ReportCreated(“d-M-yyyy”)>>

Formats are case sensitive.

ReportDesc

ReportDesc returns the text description of the current report. The reportdescription is a report property. The function syntax is:

<<ReportDesc()>>

For example, to insert the report description in the body of your report,use:

<<ReportDesc()>>

ReportModified

ReportModified returns the date the current report was last modified. Thefunction syntax is:

<<ReportModified(“date/time format”)>>

where date/time format is a list of characters defining the format of thedate and or time.

Formats are case sensitive.

For example, to insert the date the report was last modified in your report,use:

This report was last modified on <<ReportModified(“d/M/yyyy”)>>

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ReportModifiedBy
ReportModifiedBy returns the name of the user who last modified thereport. The function syntax is:

<<ReportModifiedBy()>>

For example, to insert the name of the user who last modified the report inthe body of your report, use:

This report was last modified by: <<ReportModifiedBy()>>

ReportName

ReportName returns the name of the current report. The function syntaxis:

<<ReportName()>>

For example, to insert the report name in the body of your report, use:

<<ReportName()>> - <<ReportDesc()>>

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RetrieveValue

RetrieveValue returns a single data value from a data source. You use thisfunction to display a data value in text that may or may not be displayedin a grid. The function syntax is:

<<RetrieveValue(“Server”, “Application”, “Database”, Query,NumberFormat)>>

Where Is

Server The data source server name enclosed in quotes.

Application The name of the application within the data sourceenclosed in quotes.

Database The name of the database within the applicationenclosed in quotes.

Query A list of dimension names and members in thefollowing format::

DimensionName=MemberName;DimensionName=MemberName;...

Where DimensionName is the name of a dimensionfrom the specified datasource and MemberName isthe member you want to specify within that dimension.

Spaces are not allowed between the = sign.Dimension and member names are case sensitive.Dimension names not specified default to the top-levelmember. You must specify at least one dimension inthe query.

NumberFormat An equation representing how the resulting datashould be formatted. Valid values are:

N - positive and negative number formatting

0 - zero value formatting

M - missing data formatting

E - error text formatting

You may omit the NumberFormat, but you mustprovide a comma after the Query argument. Thefollowing example omits the NumberFormat argument:

<<RetrieveValue(“Server”,“Application”,"Database",Query)>>

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The NumberFormat argument is specified in the following way:
N={positive number format | negative number format};0={zeroformat};M={missing data string};E={error string}

Number Format Pattern

The number format pattern is used for positive number formatting,negative number formatting, or zero formatting. The basic pattern lookslike this:

{prefix}integer{.fraction}{suffix}

Where Is

positive numberformat | negativenumber format

The format for positive numbers and negativenumbers separated by a pipe symbol ( | ). If negativenumber formatting is not specified, then positivenumber formatting is used, with a negative ( - ) prefix.

zero format Either a number format or text for zero values. See thefollowing table for symbols you can use for numberformatting. Default is the positive number format.

missing data string The text returned when the number requested ismissing. Default is the "#MISSING".

error string The text returned when there is an error retrieving thedata. Default is "#ERROR".

Where... Is

prefix Any combination of letters or numbers that are notpattern symbols.

integer The whole number part of the returned data. This caninclude pattern symbols.

fraction The fractional part of the returned data. This caninclude pattern symbols.

suffix Any combination of letters or numbers that are notpattern symbols.

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You can specify more than one number format by separating each numberformat with a semi-colon (;). The following table lists the pattern symbolsyou can use in number formats:

See the examples for common usage of the number formatting arguments.

Use any of the following to display a data value from the Sample Basic Hyperiondatabase in a text box. Replace server with the name of your Hyperionapplication’s server:

The following example uses a format for a positive or negative number:

<<RetrieveValue(“Server”, “Sample”, “Basic”,Scenario=Actual;Year=Qtr1;Market=New York;Product=100, N=$#,##0)>>

The following example uses a format for a positive or negative number,and replaces data that is missing with the text Missing Data:

<<RetrieveValue(“Server”, “Sample”, “Basic”, Scenario=Budget;Market=NewYork;Year=Qtr1;Product=Diet, N=$#,##0|$(#,##0.00); M=“MissingData”)>>

The following example indicates formatting for a positive number with noformatting (notice the final comma is still required):

<<RetrieveValue(“Server”, “Sample”, “Basic”, Scenario=Actual;Year=Qtr1;Market=New York;Product=100,)>>

Symbol Meaning

( ) Any digit.

# Any digit, zero does not show.

. Decimal (fraction) separator.

, Grouping separator.

- Default negative prefix.

% The number is divided by 100 and the result is shownas a percentage.

‘ Used to quote special characters in the prefix or suffix.

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Exercise - Defining Text Functions
In this exercise, you add text functions to a report. The text functionsdisplay the date, report name and creation date, the page number and theGrid POV.

Open 07_Total_Product_by_Region_Formatted and save it as 11_Text_Functions.Insert a new text box and position it above and to the left of the grid.Enlarge the text box that is in the report header and footer.

In the report header text box, insert the Date function to display the datebelow the report title. Select the date format of your choice. If needed,refer to the Local exercise for an example.

In the report footer text box, below Company Confidential, type ReportName followed by the ReportName function. On the next line, type Reportcreated on followed by the ReportCreated function. On the last line, type Pagefollowed by the Page function.

Use Print Preview to verify the result. Refer to step 7 in the Define TextFunctions section of the Local exercise for an example.

Display the Grid POV. For the Total CustType dimension, select Wholesale.In the text box next to the grid, use the DataSource function to retrieve thedatabase name. On the next line, use the POV function to display the TotalCustType member that was selected in the Grid POV. Use the View tab toverify the result. Compare the report to the example in the Local exercise.

Deselect the Grid POV, save and close the report.

In this exercise, you add text functions to a report. The text functionsdisplay the date, report name and creation date, the page number and theGrid POV.

Prepare the Report

1) Select File / Open. Browse to find and open07_Total_Product_by_Region_Formatted.

2) Select File / Save As to save the report as 11_Text_Functions with thedescription Defining Text Functions.

3) Position Grid1 further down in the report frame.

4) Click the report workspace and click Insert Text to create a new textbox. Click and drag the cross-hair to define the size. Position the textbox above and to the left of the grid. You will add text functions tothis box.

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5) Select View / Header. The report header contains a text box with thereport title. Click and drag the border of the text box to make it larger.

6) Select View / Footer. The report footer contains a text box aligned on theleft. Click and drag the border of the text box to make it larger.Youwill add text functions to this box.

Define Text Functions

1) In the report header text box, position your cursor below Regional NetSales by Product.

2) In the Text Properties sheet, click Insert Function .

3) In the Insert Function dialog box, use the Date function to display thedate in the format of your choice. Change the font of the function tosize 14.

For example, to display August 24, 2000 , use the syntax<<Date(“MMMM dd, yyyy”)>>. Refer to the table of date formats inthe chapter.

4) Select the View tab to verify the result.

5) Return to the Design tab and position your cursor in the report footer,below Company Confidential.

6) Type Report Name and then insert the ReportName function.• On the next line, type Report created on and then insert the

ReportCreated function.• Display the date in the format of your choice.• Below that line, type Page and insert the Page function.

You may either type in the correct function syntax or use

Insert Function to paste it in.• Compare the syntax to the following:

Company ConfidentialReport Name: <<ReportName()>>Report created on: <<ReportCreated(“MMMM dd, yyyy”)>>Page <<Page()>>

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7) Click Print Preview . Zoom In to verify that the functions retrievedthe correct values. The text in the report footer is similar to thefollowing:

The page number only displays on the Print Preview screen.

8) Return to the Design tab and right-click the grid to select Grid Point ofView.

9) In the Grid POV, for the Total CustType dimension, select Wholesale.

10) Position the cursor in the text box above the grid. Type Data valuesretrieved from and insert the DataSource function that retrieves thedatabase name.

11) On the next line, type The customer type is followed by a space. Followthe text with the POV function to retrieve the Total CustType memberselected in the Grid POV bar.

The dimension name must be spelled exactly as it is in theEssbase database outline.

• Compare the syntax to the following:Data values retrieved from: <<DataSource(“Grid1”, DB)>>The customer type is <<POV(“Grid1”,TotalCustType)>>

12) Format the text functions as Bold.

13) Click Print Preview . Zoom In to verify that the functions retrievedthe correct values. The text box should display:Data values retrieved from ProfitThe customer type is Wholesale

14) Deselect the Grid Point of View, save and close the report.

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Subtotaling Data Rows or Columns

You can calculate subtotals for data rows and columns. You can applydifferent formatting options to the rows or columns created by thecalculation.

To set up the subtotal calculation, you insert a new row or columncontaining the subtotal value. You cannot include individual membersfrom a row or column. You can perform the following calculations:

� Total� Count� Min� Max� Average� CountAll� AverageAll� Product.

You use properties to perform calculations on multiple rows, columns orcells. A property applied to missing cells, empty cells or cells with errors isignored.

The default property for a reference used as a function argument matchesthe function. The default property for a reference not used as a functionargument, is the sum.

If you have two dimensions in the rows, such as Total Product andAccounts, you can get a Grand Total for all the products and accounts.However, you can also get a total per product by selecting a specificdimension instead of Grand Total.

Hyperion 5-21

Shown below is the property sheet set to calculate the average amount ofthe listed accounts. Also shown is the result of the settings.
5-22 Hyperion


To subtotal data rows or columns:


2) Select a data row or column.

3) In the Row or Column property sheet, select Calculation.

4) To calculate a Grand Total for all products and accounts, in SelectDimension, choose Grand Total.

To calculate a total per product, in Select Dimension, choose adimension.

5) Select Total, Count, Min, Max, Average, CountAll, AverageAll or Product fromthe Show Function list.

6) To place the calculated value above the selected row or column, selectBefore Members.

To place the calculated value below the selected row or column, selectAfter Members.

7) Type a heading in the Heading Text box.

You can enter formulas in the heading.

8) Click the View tab to see the results of the calculation.

Hyperion 5-23

Exercise - Row Subtotals
In this exercise, you open a report that displays product values in eachregion. You add an average subtotal to display the total product for eachregion. You also add a grand total that displays the total product value forall of the regions.

Open 07_Total_Product_by_Region_Formatted and save it as12_Total_Product_by_Region with the description Total Product by Region,Category and Quarters. Make the report Available to Web Users.

For row 1 in the grid, select to calculate the Average for the Namedimension. Use Region Average as the Heading Text. For the Grand Total,select the Total function. Type Grand Total as the Heading Text. Format thecalculations to display with Light shading. View the results and, asneeded, increase the column widths.

Display the report header. Insert LOS_Image and PHS_Image into the reportheader. Position them on either side of the report title.

Print Preview the report and compare it to the sample in the Local exercise.Save and close the report.

In this exercise, you open a report that displays product values in eachregion. You add an average subtotal to display the total product for eachregion. You also add a grand total that displays the total product value forall of the regions.

Define the Row Subtotals

1) Select File / Open. Browse to find and open the report07_Total_Product_by_Region_Formatted.

2) Select File / Save As. In the Save Report As dialog box, enter thefollowing:

3) Check Available to Web Users and click Save.

4) Select the View tab and note that the report has no subtotals.

5) Return to the Design tab and select row 1 of the grid.

6) In the Row 1 Properties sheet, select Calculation.

Name 12_Total_Product_by_Region

Description Total Product by Region Category andQuarters

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7) In the Select Dimension box, select Name.

8) In the Function drop-down list, select Average.

9) In the Heading Text box, type in Region Average.

This calculates an average for each name, Central, East andWest.

10) Select the View tab to see the average per region. Notice which columnwidths need to change.

11) Return to the Design tab and select the appropriate column. On theproperty sheet Format category, increase the Column Width.

12) Select row 1. In the Row 1 Properties sheet, select Calculation.

13) In the Select Dimension box, select Grand Total.

14) In the Function drop-down list, select Total.

15) In the Heading text box, type Grand Total.

This calculates the total of all the products within the threeregions.

16) View the report to display the subtotal results.

Format the Report

1) On the Design tab, select row 1.

2) On the property sheet, expand Calculation and select Calc Format.

3) On the Basic panel, click Borders & Shading. On the Shading panel,select Light. Click OK.

4) Click Print Preview . Zoom In to better view the report. Click Close.

5) On the Design tab, select View / Header.

6) Select Insert / Saved Object / Image.• Select the image TBCLogo.• Check Link to source object• Click OK.

7) Drag the image to the report header and position it to the left of thereport title.

Hyperion 5-25

8) Repeat steps 6 and 7 to insert PHS_Image and position it to the right of
the report title.

9) Click Print Preview . Zoom In to better view the report. If anychanges are needed, return to the Design tab. Compare the report tothe following:

If your data varies from the example, set your User POV toTotal CustType and Total Store Type.

10) Close the preview screen. Save and close the report.

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Exercise - Attributes and Subtotal Rows

In this exercise, you create a Standard report for Big Market Names in theCentral, East and West regions. Names have a Big Market attributeassociated with them. A name is considered Big Market if the Big Marketattribute value is True.The report defines a subtotal of the Big MarketNames in each region.

Create the following new Standard report for the PROFANA:Profit database.Place the Account dimension in the Pages section, the Name dimension andBig Market attribute in the rows and the Category dimension in the columns.

In the Page axis, select the accounts Netsales and Grossmargin.

In Column A, select the categories ActCurr and BudCurr. In Column B, selectthe category Var%Curr.

In the rows, select the Children of the Central, East and West regions. Placethem on separate rows. For the Big Market attribute, select the Truemembers. Select the Total calculation for the rows. Format the calculation.

Format the report to display like the following one. Use theCurrentPageMember function for the Page axis. Hide the Big Marketattribute column. Format the numbers and column headings. Refer to theLocal exercise for details.

If your data varies from the example, set your User POV toYear, Total CustType, Total Store Type and Total Product.

Hyperion 5-27

Save the report as 13_Big_Market_Names with the description Big MarketNames per Region and make it Available to Web Users.
In this exercise, you create a Standard report for Big Market Names in theCentral, East and West regions. Names have a Big Market attributeassociated with them. A name is considered Big Market if the Big Marketattribute value is True.The report defines a subtotal of the Big MarketNames in each region.

Create a Standard Report

1) Create a new Standard Report for the Profana:Profit database.

2) From the Point of View section, drag the Account dimension to thePages section, the Name dimension to Rows, and the Categorydimension to Columns. From the Attribute Dimensions section, dragBig Market to the Rows section. Click OK.

3) In the text box, replace Report Title with Big Market Names. Format thetext to be bold, a larger size and a different color.

Select Members

1) In the Pages axis, use the Page Properties sheet to select the accountsNetsales and Grossmargin. Remove Account from the selection.

2) For the page Heading, type Account: followed by theCurrentPageMember function. Use the Bold font style.

3) In Column A, double-click Category. Add ActCurr and BudCurr to theselection and remove Category. Click OK.

4) Right-click the anchor column and select Insert Data Column.

5) In Column B, double-click Category. Add Var%Curr to the Selected areaand remove Category. Click OK.

6) In Row 1, double-click Name. Remove Name from the Selected area.• Select CENTRAL

• Click Add Relationship .• Select Children• Repeat the same selection for the EAST and WEST names.• Check Place selected into separate rows and click OK.

The children of each region are placed in separate rows toallow for some additional formatting.

5-28 Hyperion


7) For each row, double-click Big Market. Add True to the selected areaand remove Big Market. Click OK.

8) Select the View tab to view the report.All of the children of the region names display. Many display#MISSING for the data value because they are not Big Marketnames.

9) Return to the Design tab. From Grid Properties / Suppression, selectSuppress if no data. View the report to see the result.

10) On the Design tab, right-click Row 2 and select Insert Text Row. Right-click Row 4 and select Insert Text Row. View the report.

11) On the Design tab, select Row 1. Select Calculation on the RowProperties sheet, select the dimension Grand Total, the function Totaland type the Heading Text Central Region Total. For Calc Format, selectLight shading.

12) Repeat step 11 for rows 3 and 5, with respective headings of EastRegion Total and West Region Total. View the report.

Format and Save the Report

1) Return to the Design panel. Autosize the grid and position it in theCenter.

2) From Page Properties, select the Page Printing Option New page,position same.

3) Select Column A. On the property sheet Format category, format theNumber as Currency, symbol $(USA), and Thousands scaling.

4) For the Column B number format, select Percentage with two decimalplaces.

5) The second column contains the True selection for Big Market. To hidethis column, select it. Select Suppression on the Row HeadingProperties sheet and check Hide always.

6) Bold and align Right the column headers. Bold the row headers.

7) Click Print Preview . Zoom in to better view each page of the report.Compare your report to the one in the Express exercise.

8) Return to the Design tab. Complete any other formatting of yourchoice, such as column widths, colors, report header and footer.

Hyperion 5-29

9) After viewing the report, select File / Save. In the Save Reports dialog
box, enter the following:

10) Check Available to Web Users and click Save.


Report 13_Big_Market_Names

Description Big Market Names per Region

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Mathematical Functions and Properties

You use mathematical functions and properties to perform calculations.You first create a formula row or column, then insert the mathematicalfunctions, arguments and properties.

Mathematical Functions

You use the following mathematical functions to perform calculations:

� ABS� Average� AverageALL� Count� CountAll� Difference� Max� Min� PercentofTotal� Product� Sum� Random� Pi� Square Root (SQRT).

Mathematical functions accept numeric values or row, column or cellreferences as arguments. The two types of arguments are numericarguments and reference arguments.

Numeric Argument

The syntax for a numeric argument is (numeral1, numeral2,...numeraln)where numerals 1 through n are any number including decimals andnegative values. The syntax for a numeric argument is:

Function(x,y,...z) where x, y and z represent numeric values.

For example, the expression Average(10,20,30) returns the value 20.

Hyperion 5-31

Reference Argument
A reference argument identifies a row, column or cell in a grid. The syntaxof a reference argument is:

Function(GridName.GridElement[segment(range)].property)

The function arguments and the function name are optional.AverageAll and CountAll include missing data cells and error cellsin the calculation. All other function arguments exclude missingdata and empty cells.

Where Is

Function Function name

gridname The name of a grid. For example,Difference(grid1.row[5],grid2.row[5]) returns thedifference between two rows on grid1 and grid2.GridName is optional. If not specified, the default is thecurrent grid.

gridelement A choice between the keywords row, column or cell.

If you are using a formula row, the default is row andthe row keyword is optional. If you are using a formulacolumn, the default is column and the column keywordis optional. A cell reference requires the specificationof row and column segment IDs. For example,cell[2,A] refers to the cell that is the intersection of row2 and column A. The cell keyword is optional.

segment A row, column or cell reference number for a grid. Fora cell, you need to specify the row and columnnumber. For example, row[2] addresses row segment2 and cell[3,2] addresses the cell for row 3, column 2.Segments are required.

range The rows, columns or cells that are expanded from thespecified segment. Range is optional. If range isspecified, the system calculates the formula using onlythe specified range. If range is not specified, allexpanded cells are used in the calculation.

property Property choices are average, averageall, count,countall, max, min, product and sum.

The default property for a reference used as a functionargument matches the function.

The default property for a reference not used as afunction argument is the sum function. For example,the default property of the expression row[2] is sum.

5-32 Hyperion


Properties

The property argument is the last argument in the following functionsyntax: function(GridName, Gridelement[segment(range)].property). Youuse properties to perform calculations on aggregate rows, columns orcells. An aggregate row, column or cell contains more than one row,column or cell respectively. Properties are a way to reduce expandedreferences to a single value which is then used in the calculation. Forexample, a data row that uses Children(Year) expands to four rowscontaining Quarter 1, Quarter 2, Quarter 3, and Quarter 4 data.

You apply properties to a row, column, or cell reference. The followingtable lists the properties:

� average� averageall� count� countall� max� min� product� sum.

The default property for a reference used as a function argument matchesthe function. In the following example the default property is average:

average(row[2])

The default property for a row, column or cell reference not used as afunction argument is the sum property. In the following example thedefault property is sum:

row[2].

To define formula rows:


2) Select a grid row.

3) Select Insert / Row / Formula.

4) Select the newly inserted row.

5) In the Row property sheet, select a function from the Select Functionlist.

Hyperion 5-33


6) Click Add to Formula to place the selected function into theFormula text box.

7) With your cursor in the Formula text box, do one of the following:• Select a row to add its reference to the formula.• Type a row reference to complete the formula.

8) Repeat steps 4 - 6 as necessary to build your formula.

9) Select the View panel to see the results of your formula.

To define formula columns:


2) Select a grid column.

3) Select Insert / Column / Formula.

4) In the Column property sheet, select a function from the SelectFunction list.

5) Click Apply Function to place the selected function into theFormula text box.

6) With your cursor in the Formula text box, do one of the following:• Select a column to add its reference to the formula.• Type a column reference to complete the formula.

7) Repeat steps 4 - 6 as necessary to build your formula.

8) Select the View panel to see the results of your formula.

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Mathematical Functions

Abs

The Abs function returns the absolute value of a numeric value, row,column or cell. The absolute value of a number is that number without anegative sign. A negative number becomes positive, while a positivenumber remains positive. Abs does not include error cells or missing datacells in the calculation. The function syntax is:

Abs (x,... y, gridname.gridelement[m].property,... gridname.gridelement[n].property)

This function requires a single argument.

For example, to calculate the absolute value of the sum of an aggregatecolumn, use:

Abs(column[5].sum)

Where Is

x,...y Numeric value

gridname The name of a grid.


If you are using a formula row, the default is row. If youare using a formula column, the default is column.

m ... n A row, column or cell reference number for a grid. Fora cell, you need to specify the row and columnnumber. For example, cell [3,2] is for row 3, column 2.


The property is applied to the aggregate rows,columns or cells first. Then the function is applied.

The default is Abs.

Hyperion 5-35

Average
Average returns the average of a group of numeric values, rows, columnsor cells. It does not include error cells or missing data cells in thecalculation. The function syntax is:

Average(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property)

The function arguments and the function name are optional.

The following example first calculates the average of three aggregatecolumns producing three numbers and then calculates the average of thethree numbers:

average(column[5].average, column[7].average,column[9].average)

Where Is








The default is Average.

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AverageAll

AverageAll returns the average of all values found in the specified rows,columns or cells. AverageAll includes missing data and error cells in thecalculation by treating them as zero values. The function syntax is:

AverageA(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property)

All of the function arguments and the function name are optional.

The following example calculates the average of the sum of threeaggregate columns and includes all cells with missing data or errors:

AverageA(column[5].sum, column[7].sum,column[9].sum)

Where Is








The default is AverageAll.

Hyperion 5-37

Count
Count returns the number of values in a group of numeric values, rows,columns or cells. It does not include error cells or missing data cells in thecalculation. The function syntax is:

Count(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property)


The following example calculates the count of two columns located ondifferent grids:

count(grid1.column[5].count, grid2.column[5].count)

Since count does not include error cells, the following example returns thecount of three rows:

Count(row[1], row[6], row[8], row[#error])

Where Is








The default is Count.

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CountAll

CountAll returns the total number of values in the specified rows,columns or cells. CountAll includes missing data cells and error cells inthe calculation. The function syntax is:

CountA(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property)


Since CountAll includes error cells, the following example returns thecount of four rows:

CountA(row[1], row[6], row[8], row[#error])

Where Is








The default is CountAll.

Hyperion 5-39

Difference
Difference returns the difference of a numeric value, row or columnsubtracted from another row or column. This is also known as thevariance.

The rows or columns must be on separate lines. You cannot useaggregate rows or columns.

The function syntax is

Difference(x,... y, gridname.gridelement[m].property,...gridname.gridelement [n].property):

This function requires two arguments.

For example, to calculate the difference of two columns located ondifferent grids:

difference(grid1.column[5], grid2.column[5])

Where Is








The default is Difference.

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Max

Max returns the maximum value of a group of numeric values, rows,columns or cells. The function syntax is:

Max(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property):


For example, to calculate the maximum of the sums of aggregate rows:

max(row[1].sum, row[2].sum, row[3].sum)

Where Is








The default is Max.

Hyperion 5-41

Min
Min returns the minimum value of numeric values or a group of numericvalues, rows, columns or cells. The function syntax is:

Min(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property):


For example, to calculate the minimum of the sums of aggregate rows use:

min(row[5].sum, row[7].sum, row[9].sum)

Where Is








The default is Min.

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PercentOfTotal

PercentOfTotal returns the result of a numeric value, row, column or celldivided by another numeric value, row, column or cell and thenmultiplied by 100. The function syntax is:

PercentOfTotal(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property):

This function requires two arguments.

For example, the following returns the PercentofTotal of two rows:

PercentofTotal(row[1], row[6])

Where Is








The default is PercentOfTotal.

Hyperion 5-43

PI
PI is a mathematical function that returns the number 3.14159265358979,which is the mathematical constant , accurate to 15 digits. PI is the ratioof the circumference of a circle to its diameter. The function syntax is:

PI()

The following example returns row 3 divided by the product of PI and 2:

row[3] / (PI() * 2)

Random

Random is a mathematical function that returns a random numberbetween 0.0 and 1.0. The function syntax is:

Random()

The following example returns a random number between 0.0 and 1.0 andmultiplies it by 1000:

Random() * 1000

π

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Product

Product is a mathematical function that multiplies all the numbers orreferences and returns the product, or result. The syntax for amathematical function is:

Product(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property):


The following example returns the value 40:

Product(2,20)

Where Is








The default is Product.

Hyperion 5-45

Square Root (SQRT)
SQRT is a mathematical function that returns the square root of a numericvalue, row, column or cell. The syntax for a mathematical function is:

SQRT(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property):


The following example returns the square root of the sum of row 3:

SQRT(row[3].sum)

Where Is








The default is SQRT.

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Sum

Sum returns the summation of a group of numeric value rows, columns orcells. The sum property returns the sum of an aggregate row, column orcell reference. The syntax for a mathematical function is:

Sum(x,... y, gridname.gridelement[m].property,...gridname.gridelement[n].property):


For example to calculate, the sum of two columns which are located ondifferent grids:

sum(grid1.column[5].sum, grid2.column[5].sum)

Where Is








The default is Sum.

Hyperion 5-47


.

Mathematical Operators in Expressions

Operators are symbols that perform arithmetical tasks or comparisons, orrefer to ranges of columns or rows. You use operators in formulas thatperform calculations on data rows or columns.

Natural precedence determines the order for operations in an expressionwith multiple operators. Operators used in standard formulas are.

Mathematical Operands in Expressions

Operands specify the values an operator uses to produce a result. Thefollowing are the types of operands in Hyperion Reports

In the following row formula, which multiplies the values in row 3 by 100,the row reference [3] and the absolute 100 are both operands:

[3] * 100

Type Operator Description

Arithmetical + Adds

Arithmetical - Subtracts

Arithmetical * Multiples

Arithmetical / Divides

Reference [ ] Specifies a row or column in a grid

Unary minus - Changes the sign of a value

Operands Examples

Literal 3, 0.0, 27.5, 65.334

Row or column reference number [1], [4], [8]

Cell reference numberl [2,5]

This cell reference addresses row 2, column 5

Functions AVERAGE, MIN, MAX

Scoping Grid1.Rows.[3]

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Natural Precedence

If a standard formula has two or more operators, the operations areperformed in the order of the operators' natural precedence. Forexpressions with more than one operator, the natural precedence order is:

1) Unary minus (-# where # is any number)

2) Multiplication (x) and division (/)

3) Subtraction (-) and addition (+)For example, suppose a standard row formula uses this expression:

[10] + 3 * 4

In this example, if a column in row 10 has a value of 8, the aboveexpression produces a value of 20 for that column by calculating 3 * 4 + 8 =20, following the order of natural precedence.

Hyperion 5-49

Exercise - Calculating Percent of Total
In this exercise, you create a new report for the U.S. regions and Lightingproducts. You define a PercentOfTotal function to calculate the percentageof each region to the total U.S. Region. The report displays Net Sales forActual and Budget categories, for each quarter.

Follow the procedures to create the following report.

In the preceding report, the User POV is set to Total CustTypeand Total Store Type.

1) Create a new Standard report for the PROFANA:Profit database.• Place the Account, Category, and Year dimensions in the Pages

section• Place the Total Product dimension in the rows and the Name

dimension in the columns

2) Save this report with the name 14_PercentOfTotal_USREG, descriptionPercent of Total for US Region. Make it Available to Web Users.

3) For the rows, select Children of Lighting and then select Lighting. UsePlace selections into separate rows.

4) For the columns, select USREG, CENTRAL, EAST and WEST. Use Placeselections into separate columns.

5-50 Hyperion


5) In the Page axis, select Netsales from the Account dimension. SelectActCurr and BudCurr from the Category dimension. Select the fourquarters and year for the Year dimension.

6) On the page property sheet, use the CurrentPageMember function in theHeading box to display the current Account, Category and Year.

7) Create three Formula Columns, one after each of the regions:CENTRAL, EAST and WEST.• To create a Formula Column, select the column to the right of

where the new column is to be placed.• Right-click that column• Select Insert Formula Column from the drop-down list.

8) Select one of the formula columns. On the column property sheet,define the PERCENTOFTOTAL function to calculate the percentage ofthe region to the total of USREG.

For example, column C should contain the formula for thepercentage of the CENTRAL region to the total of USREG.

In this report, the PercentOfTotal function returns the value ofone column divided by another column.For instance, the value of the CENTRAL column divided bythe value of the USREG column. The column referencenumber must be in square brackets. Column A would bereferenced as [1], column B would be [2]. The syntax for thefunction in this report is:PercentOfTotal([column-number], [column-number])

9) Repeat the procedure to define the PercentOfTotal function for theother two regions.

10) Select the View tab to see the result.

11) Return to the Design tab to format the report. Use the report at thebeginning of the Express exercise as your guideline. Make sure to:• Format the numbers• Light shade the USREG column and Lighting row• Change column headings as needed• Autosize and Center the grid• Size the column widths and row height• Add any other formatting of your choice, including color,

images, report header or footer, etc.

12) Click Print Preview to view the pages of your report.


Hyperion 5-51

Exercise - Using Functions
In this exercise, you create a Blank report for Actual and Budget Variancefor the products of U.S. regions. The report uses row subtotals, theDifference function and mathematical functions. The report displays apage for Net Sales and one for Grossmargin.

Follow the guidelines below to create the following report:

Create Report and Define Dimension Layout

1) Create a Blank report.• Set the Header Height and then display the report header.• Insert a text box and position it in the report header.• Type in the report title Actual/Budget Variance Q1 and Q2.• Insert the two images, LOS_Image and PHS_Image and position

them as shown above.

2) Insert a new grid into the report for the PROFANA:Profit database.Name the grid Variance. Place the Account dimension in the Pagessection, the Name and Total Product dimensions in the rows and theCategory and Year dimensions in the columns.

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3) Save this report with the name 15_Actual_Budget_Variance, descriptionCurrent Actual and Budget Variance for Q1 and Q2. Make it Available toWeb Users.

Select Members for the Page, Columns and Rows

1) For the Page axis, select the accounts Netsales and Grossmargin.

2) For the row, in the Name dimension, select the Children of USREG. Forthe Total Product dimension, select the member list Gen3,Total Product.

3) For the column, in the Category dimension, select ActCurr and BudCurr.Place the selections in separate columns.

4) For columns A and B, in the Year dimension, select Qtr1 and Qtr2.

5) View the report and then return to the Design tab.

Define the Calculations

1) From Row Properties / Calculation, calculate the Total for each name.• Enter the Heading Region Total.• Format the calculation to display with a Light shading.

2) For columns A and B, From Column Properties / Calculation, calculate theTotal for each category.• For column A, use the Heading Actual Total.• For column B, use the Heading Budget Total.• Format the calculation to display with a Light shading.

3) Create two Formula Columns after column B.• To create a Formula Column, select the column to the right of

where the new column is to be placed.• Right-click that column• Select Insert Formula Column from the drop-down list.

4) In column C, use the DIFFERENCE function to calculate the variancebetween the ActCurr and BudCurr columns (columns A and B).• Define the function on the column properties sheet.• Give the column a Heading of Difference.

5) In column D, use mathematical functions to calculate the percentincrease/decrease of ActCurr and BudCurr data.• Define the formula on the column properties sheet.• The function should calculate the sum of column 1 divided by

the sum of column 2.• Give the column a Heading of Percent.

6) Insert a new text box and position it below the grid.

Hyperion 5-53

7) On the first line of the text box, center Summary of Net Sales Variance.
8) On the next line, use the GetCell function to display the total regiondifference for the CENTRAL, EAST and WEST regions. The GetCellfunction retrieves these data values from the grid and displays themin the text box.

The function syntax isGetCell(“GridName”,Row,Column,Page)>>.You must display the report in the viewer and note the rowand column location of the total region difference for eachregion.

9) View or Print Preview the report and then return to the Design tab.

Format the Report

1) Use the report at the beginning of the exercise as a guideline whileyou format the report. Make sure to:• Use CurrentPageMember to display the account as a page

heading• Bold the column and row headers• Format the numbers• Format column widths as needed• Autosize and Center the grid• Define Page Print Options• Format text in text boxes• Add any other formatting of your choice, including color,

images, report footer, etc.

2) Click Print Preview and zoom in to verify the changes and view thepages of your report.


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1. What are the two types of functions you can use in HyperionReports?

2. What are the three types of rows or columns you can insert into yourreport?

3. What is the primary purpose of text functions?

4. What text function displays member names from the page axis?What text function returns a data value from a grid?What text function returns the current page number on a printedreport?What text function returns a single data value from a data source?

5. What is the primary purpose of mathematical functions?

6. What mathematical function returns the number of values in agroup?

Hyperion 5-55



1. What are the two types of functions you can use in HyperionReports?

The types of functions you can use are:

• Mathematical functions which perform calculations• Text functions which display information.

2. What are the three types of rows or columns you can insert into yourreport?

• Data rows or columns which contain dimension members from adata source. The member defaults to the top-level member.

• Formula rows or columns which display values based onformulas. A formula row or column calculates totals, subtotalsand variances.

• Text rows or columns contain primarily text. You can type textdirectly into data row or column cells.

3. What is the primary purpose of text functions?

To display report information such as name, page number, datecreated, etc.

4. What text function displays member names from the page axis?What text function returns a data value from a grid?What text function returns the current page number on a printedreport?What text function returns a single data value from a data source?

CurrentPageMember displays member names from the page axis.GetCell returns a data value from a grid.Page returns the current page number on a printed report.RetrieveValue returns a single data value from a data source.

5. What is the primary purpose of mathematical functions?

To perform calculations.

6. What mathematical function returns the number of values in agroup?

Count returns the number of values in a group.

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� You can develop more complex reports using the functions inHyperion Reports. There are two main types functions in HyperionReports:• Mathematical functions which perform calculations• Text functions which display information.

� Before adding functions you must sometimes add rows or columns.You can add three types of rows or columns:• Data• Formula• Text.

� Text functions display report information such as report name orpage number. You can format the font for the text function just likeregular text.

� You can calculate subtotals for data rows and columns. You canapply different formatting options to the rows or columns created bythe calculation.

� You use mathematical functions and properties to performcalculations.• You first create a formula row or column, then insert the

mathematical function, arguments and properties.• You use properties to perform calculations on aggregate rows,

columns or cells.� Operators are symbols that perform arithmetical tasks or

comparisons, or refer to ranges of columns or rows.• Operands specify the values an operator uses to produce a result.• If a standard formula has two or more operators, the operations

are performed in the order of the operators' natural precedence.

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5-58 Hyperion

6Charts

Chapter Objectives


• Create the following charts:- Bar- Line- Pie- Combo

• Define chart data including:• Data range• Object position• Chart titles• Grid options• 3D depth• Chart legends

6 Charts Designing Hyperion Reports

Overview

Charts are report objects that retrieve data from a grid and present itgraphically. You can create four types of charts in Hyperion Reports:

� Bar� Line� Pie� Combo

Creating Charts

When you create a chart in Hyperion Reports, you must first have a grid.Each chart is associated with a grid from which it pulls its data. You inserta chart and then use the Chart Properties options to design it. Each charthas format options specific to its type.

Bar Chart

A bar chart can have 1 to 50 data sets, with values for each data set. Barscan be displayed in one of three ways:

� Grouped� Stacked� As separate rows.

Bars can be shown with 3D depth. The example below displays a chartwith grouped bars in 3D.

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6Designing Hyperion Reports Charts

Line Chart

A line chart can display 1 to 50 data sets, with automatic, uniform spacingalong the X-axis.

A line chart also displays each line set stacked on the preceding ones,using either the absolute value or a normalized value from 0 to 100percent.

Pie Chart

A pie chart contains one data set in a pie formation. You can rotate the pieand its labels by dragging the mouse around the center. You can alsoposition pie slices radially (that is, exploded slices) by right-clicking theslices and dragging them with the mouse.

Rotation and exploded slices display only on the View Tab. They donot print.

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Combo Chart

A combo chart is a combination of a bar chart and a line chart. It allowsyou to graph a bar and line representation of two different pieces of dataon the same chart, such as the budget and actual figures shown below. Itcan display 1 to 50 data sets with automatic, uniform spacing along the X-axis.

To create a new chart:

1) Open a report design and click Insert Chart .A cross bar displays.

You can also select Insert / Chart.

2) Point to where you want to place the corner of the chart. Drag untilthe shape is the size you want, then release the mouse button.

3) Select the chart. From the Chart Properties sheet, select Generaloptions. Select the chart type.

To select a chart, click its title bar.

To add an existing chart:

1) Open a report design and select Insert / Saved Object / ChartThe Insert Saved Object dialog box displays.

2) Select the object, then click Insert.The chart is inserted into the report design.

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Defining Chart Data

You define chart data in the General section of Chart Properties. Youspecify the grid and rows and columns to display in the chart. You canspecify multiple rows or columns in a grid for a line bar or combo chart. Ifyou are designing a pie chart, you can select any row or column in a grid.

Rows or columns expand in Charts. If a row contains a function using tenchild members, ten data sets, one data set for each child, display.

To define chart data:

1) Open a report design and select a chart.

2) In the Chart Properties sheet, select General.

3) In the Chart Type text box, select the type of chart you want to design.

4) In the Grid text box, select the name of the grid to reference.

5) Select Columns or Rows as your Data Range.

6) For a bar, line or combo chart, enter the beginning and ending columnor row in the From and To edit boxes.

For a pie chart, enter a row or column.

7) Select the View tab to display the chart with data.

Select Bar, Line, Pie or Combo

Name of the grid for thechart data

Data from Rows orColumns

Range of Rows orColumns

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Defining Appearance

You define specific chart options in Appearance. You can also activatedata tool tips, which display information when your cursor rests on achart component.

Defining Chart Titles

You can define and format a title for the chart. You can specify fontoptions for the text, a background color and border options.

To define a chart title:


2) In the Chart property sheet, select Appearance.

3) Type a title for the chart in the Chart Title text box.

4) Click Font .The Font dialog box displays.

5) Specify font options for the chart title, then click OK.

Select horizontal,vertical or both gridlines

to appear behind bar andline charts

Title background includingcolor and borderChart background

including color andborder

Display informationwhen cursor is on a

chart component

Font options for theChart Title

Options to design thechart format

Select to displaygridlines

Select a color for thebackground of the grid

Select a color for thegridlines

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6) Click Background .The Background dialog box displays.

7) Specify a color and border options for the chart title background, thenclick OK.

Showing Data Tool tips

Data tool tips display data values when you rest your cursor on a chartcomponent.

To show data tool tips:

1) Open a report and select the chart to format.

2) From the Chart property sheet, select Appearance.

3) Select the Show Data Tool tips check box.

Setting Gridline Options

Gridlines are displayed behind a bar, line and combo chart. You can hidethe gridlines or set display options, such as specify the line andbackground colors.

To set gridline options:

1) Open a report design and select the chart where you want to setgridline options.


3) Select the Gridlines check box to display gridlines.

4) To show horizontal gridlines, in the Lines text box, select Horizontal.

To show vertical gridlines, in the Lines text box, select Vertical.

To display horizontal and vertical gridlines, in the Lines text box,select Both.

To suppress gridlines, in the Lines text box, select None.

5) Click Color .The Color dialog box displays.

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6) Define a color for the gridlines.

7) Click Grid Background Color .The Color dialog box displays.

8) Define a background color for the gridlines.

Setting Bar Chart Options

In Bar Options, you can design how a bar chart or the bar portion of acombo chart displays.

To set bar chart options:

1) Open a report design and select a bar chart or combo chart.


3) Click Bar Options .

4) To group bars, select Group.

To display bars in separate rows, select Rows.

To stack bars, select Stack.

5) To start bars on the vertical axis, select Vertical.

To start bars on the horizontal axis, select Horizontal.

Determines howmultiple data sets

display

Pixel depth of the3D effect or

shadow. A depth ofzero (0) draws a 2D

bar

Represents relativewidth of bar as apercentage of availablespace. A smallernumber results in morespace between bars

Select from Bar,Triangle Bar,

Diamond Bar orCylinder

Direction that thebars display

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6) To display third dimension depth, type a number in the 3D Depthtext box.

7) To display the width of the bars, select or type a number in the BarWidth text box.

8) In the Bar Style text box, select Bar, Triangle Bar, Diamond Bar or Cylinder.

9) Click OK.

Setting Line Chart Options

You design how a line chart or the line portion of a combo chart displaysin Line Options. If you display the lines in rows, the line sets are displayedseparately. If you enter a number in 3D depth, the lines display in separaterows, from front to back.

If you stack line sets on top of each other,.as each line set is drawn, thevalues are added to previous values displayed.

If you select Percent, the line sets are stacked on top of each other,normalized to 100 percent as shown in the following display. As each lineset is drawn, its values are added to previous values and display as apercentage of the total of all values.

Determines howmultiple data sets

display.


shadow. A depthgreater than 1, all

sets display as 3D.

Select from None,Solid, Dotted,

Dashed or Dotdash.

Amount of space todisplay 3D lines when3D depth is greaterthan 1. A smallernumber results in morespace between lines.

Available only whenStack or Percent isselected. Displays datatooltip labels as anaccumulated value or asegmented value.

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The line width is the amount of space used to display 3D lines when the3D depth is greater than 1. If you use 100 percent, each line completely fillsthe space specified by the third dimension. If you use 50 percent, each lineoccupies only 50 percent of that space, and there is a visible separationbetween each line set.

To set line chart options:

1) Open a report design and select a line chart or combo chart.


3) Click Line Options .

4) To display multiple data sets as separate lines, select Rows.

To stack lines on top of each other, select Stack.

To stack lines on top of each other, normalized to 100%,select Percent.

5) If you selected a line style of Stack or Percent:

To show tooltip labels as accumulated values, select Total Value.

To show tooltips as individual item values, select Segment Value.

6) To depict the depth of the third dimension, select or type a number inthe 3D Depth text box.

7) To depict the width of the lines, select or type a number in the LineWidth text box.

8) In the Line Style text box, select None, Solid, Dotted, Dashed orDotDashed.

9) Click OK.

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Setting Pie Chart Options

You use Pie Options to design how your pie chart displays.

The angle for the first pie slice is measured in degrees from 0 to 360, in acounterclockwise direction. Zero points to the 3 o'clock position.

The label distance is relative to the width of the pie. A value of 1.1 placeseach label just outside the pie, while a value of 0.6 places each label insideof each pie slice.

The position of each pie slice relative to the width of the pie is theExploded Percent. The value may be expressed as a fractional value in therange 0.0 to 2.0, or as a percentage value in the range of 2 to 100. A value of0.5 or 50.0 moves the slice center radially out 50 percent of the width of thepie. Individual slices can also be moved in or out by dragging them withthe right-mouse button pressed. You can rotate exploded pie charts for themost optimal view.

Starting angle forthe first slice.

Position of first slicerelative to pie.

Font properties forlabel.

Distance of labelrelative to width of

pie.


shadow. Zeroindicates a flat pie.

Border width of pieslices.

Angle of label relative torotated pie.

Starting angle forthe first slice.

Exploded pie slice

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To set pie chart options:

1) Open a report design and select a line chart.


3) Click Pie Options .

4) In the Angle of First Slice text box, type the angle for the first pie slice.

5) To display depth, type a number in the 3D Depth text box.

6) In the Line Width text box, type a number for the width of the lines.

7) In the Distance of Label from Center text box, type the distance of thepie slice label relative to the width of the pie.

8) In the Exploded Percent text box, type a number for the position of apie slice relative to the width of the pie.

9) Click Font to select the font for the labels.

10) In the Font angle text box, type a number for the angle of the label.

11) Click OK.

Setting Combo Chart Options

Combo charts display a combination of a line chart and bar chart. With acombo chart, both bar options and line options are available and are set inthe same way with the same variables as previously noted.

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Defining Legends and Axes

You can define a legend describing the information displayed in the chartand customize the horizontal and vertical axes for bar, line and combocharts. The title and labels of the chart legend and axes can be formattedand their placement on the chart can be defined.

To define a legend:


2) From the Chart property sheet, select Legend and Axes.

3) Select Legend to display a legend.

4) In the Legend Title text box, type a title.




Title background includingcolor and border

Select to display achart legend

Font options for theLegend Title

Legend orientationis vertical or

horizontal

Location ofthe legend

Select to display axistitles on the chart

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9) To show legend items in a vertical line, in the Legend Item text box,select Vertical.

To show legend components in a horizontal line, in the Legend Itemtext box, select Horizontal.

10) To position the legend relative to the chart boundaries, in the PlaceLegend on the text box list, select an option.

To customize chart axes:

1) Open a report design and select a bar or line chart.

2) From the Chart property sheet, select Legend and Axes.

3) Select Axes Titles to display default chart axes titles.

4) In the Horizontal Title text box, type the axis title.





9) In the Vertical Title text box, type the vertical axis title.





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Defining Position

You can define the position of a chart on a report layout both horizontallyand vertically.

To define a chart’s position on a report:


2) From the Chart property sheet, select Position.

3) In the Horizontal text box, select Left to position the chart on the leftside of the report, select Center to position the chart in the middle ofthe report, or select Right to position the chart on the right side of thereport. Select Relative or None to control the way the chart is printed onthe page relative to other report objects.

4) In the Vertical text box, select Top to position the chart at the top of thereport, select Middle to position the chart in the middle of the report,or select Bottom to position the chart on the bottom of the report.Select Relative or None to control the way the chart is printed on thepage relative to other report objects.

Select None,Relative, Left,

Center, or Right

Select None, Relative,Top, Middle, or Bottom

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Exercise - Working with Charts

In this exercise, you create a Blank report to display Grossmargin data forequipment in the U.S. Regions. You create a pie chart and then a bar chartto graph the grid’s data.

Create a Blank report and insert a grid for the PROFANA:Profit database.Name the grid Qtr. Place the Account and Year dimensions on the page, TotalProduct in the rows and Name dimension in the columns.

Save this report with the name 16_GM_by Quarter, description Gross Marginby Quarter for Office Equipment and make it Available to Web Users.

For the Total Product, select Children of Equipment. For the Name dimension,select the Children of USREG. On the Page axis, select the Grossmarginaccount and for the Year dimension, select the Children of Year. Define theCurrentPageMember function for the page heading.

Refer to step 7, in the Create a Report section of the Local exercise, todefine the report formatting and view the result.

Insert a pie chart below the grid to chart column A data. Position it in thecenter and view the result. Rotate the pie by dragging it with the left mousebutton. Explode a piece of the pie by dragging the slice with the rightmouse button.Compare your result with the example in step 8, in theWorking with Charts section of the Local exercise.

Change the chart type to Bar and Stack the bars. View the result. FromChart Properties / Appearance, change the bar type to Group and the bar styleto Cylinder. Title the chart Gross Margin by Product and Region. Set the titlefont size to 11 and select a Raised border type. In the Legend category,show a legend with the title U.S. REGIONS in font size 11.

Print preview the report and compare your results to the report and chartdisplayed at the end of the Local exercise. Save and close the report.

In this exercise, you create a Blank report to display Grossmargin data forequipment in the U.S. Regions. You create a pie chart and then a bar chartto graph the grid’s data.

Create a Report

1) Create a Blank report.• Insert a new grid into the report for the PROFANA:Profit database• Name the grid Qtr

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• Place the Account and Year dimensions in the Pages section, theTotal Product dimension in the Rows section and the Namedimension in the Columns section.

2) Save this report as 16_GM_by Quarter with the description Gross Marginby Quarter for Office Equipment. Make it Available to Web Users.

3) For the Total Product dimension in the row, select Children of Equipment.

4) For the Name dimension in the column, select the Children of USREG.

5) In the Account dimension on the Page axis, select Grossmargin. For theYear dimension, select the Children of Year.

6) On the page Properties sheet, use the CurrentPageMember function inthe Heading box to display the current member of the Account andYear dimensions.

7) Define the formatting as shown in the report below:• CurrentPageMember function in larger font on the Page axis• Grid centered, with a border, and set to Autosize• Number format scaled to Thousands and with a 1000’s Separator• Column headers centered and with light shading• Column width of your choice

8) Select the View tab or click Print Preview to verify the results.When done, return to the Design tab.

Working with Charts

1) On the Designer Toolbar, click Add Chart .

2) Position the cursor below the grid. Click and drag until the shape isthe size you want.

3) From Chart Properties / General, select a Pie chart type for the Qtr grid.

4) In the Data Range, select to chart the data in Column A.

5) For the Horizontal position, select Center.

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6) Select the View tab to see the result. As you point to different slices ofthe pie, the data value displays.

7) To rotate the pie chart, point the cursor inside the pie. Click and dragwith the left mouse button pressed.

8) To explode a slice of the pie chart, point the cursor to the slice anddrag it in or out with the right mouse button pressed.

9) Return to the Designer tab.

10) From Chart Properties sheet / General, change the Chart Type to Bar.

11) In the Data Range, select to chart the data in Column A.

12) For the Horizontal position, select Center.

13) On the Chart Properties sheet / Appearance category,

click Bar Options .

14) Select the type Stack, click OK and view the result on the View tab.

15) On the Design tab, click Bar Options .

16) Select the Type Group and the Bar Style Cylinder. Click OK.

17) Enter a Chart Title of Gross Margin by Product and Region. Change thefont size of the title to size 11.

18) Below the Chart Title box, select Background. Select the Border TypeRaised and click OK.

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19) Select the View tab to see the results.

20) Return to the Design tab and on the Chart Properties sheet, select theLegend category.

21) Select to show a legend with a title of U.S. REGIONS. Change the fontsize of the legend title to 11.

22) Click Print Preview . Zoom in and select Next Page to view thereport and chart for Grossmargin in each of the four quarters.Compare your results with the following:

23) Return to the Design tab.


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Exercise - Creating Two Charts for a Grid

In this exercise, you modify an existing report for Office and HomeProducts. You create a chart for the Office Products and save it as an objectin the repository. The chart object is inserted into the report, in anotherposition, and modified to chart the Home Products.

Prepare the Report

1) Open 09_Office_Home_Images and save it as 17_Office_Home_Charts.Select to make it Available to Web Users.

2) View the report.The report displays data for different products and categories.

3) Return to the Design tab to change the member selection in the rows.• In row 1, double-click Children of Total_Office,Inclusive.• In the Select Members dialog box, remove Children(“Total

Office”,Inclusive) from the Selected area.• Add two selections to the Selected area, one for the Children of

Total_Office and one for Total_Office.• Check to Place selected into separate rows and click OK.

These are separated into two rows so the data for the childrenof Total_Office can be charted.

4) Repeat step 3 for the last row, so that the Children of Total_Home are ina separate row from Total_Home.

There should now be four separate rows in the grid on the Designtab.

5) Select row 1. Select Format on the properties sheet and change the RowHeight to 25. Repeat for each row in the grid.

6) Select row 2. Select Format on the properties sheet and click Borders andShading. Select Light shading on the Shading panel. Repeat the sameformatting for row 4.

7) Select the View tab to verify the result. When done, return to theDesign tab.

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Create Charts

1) Insert a new chart and position it below and to the left of the grid.

2) Select a Bar chart for the data range Rows from 1 to 1.• Select Left for the horizontal position of the chart and Relative for

the vertical position.• Title the chart Office Products.• Title the horizontal axis Categories.• Format the titles as you wish.

3) Click Print Preview to view the report. If needed, return to theDesign tab to make any adjustments.

4) The second bar chart for the report is almost identical to the first.Instead of creating it as a new chart, you can copy the first chart andmodify it.• On the Design tab, select the chart.• Select File / Save Object and in the Save Chart Object dialog box,

enter the name Bar_Chart_Row1.• Click Save.

5) On the menu bar, select Insert / Saved Object / Chart. SelectBar_Chart_Row1 and click Insert.

6) Click and drag the new chart to position it below and to the right ofthe grid.

7) Select the chart on the left side of the report. From Chart Properties /General, verify that the data range to chart is Rows from 1 to 1. Verifythat the horizontal position is Left and the vertical position is Relative.

8) Select the chart on the right side of the report. From Chart Properties /General, change the Data Range to Rows from 3 to 3. Change thehorizontal position to Right and verify that the vertical position is setto Relative.

9) From Chart Properties / Appearance, retitle the chart Home Products.

10) Select the grid. From Grid Properties / Position, set the horizontalposition to Center and the vertical position to Relative.

Since all three object are set to vertical relative positioning,they will not overlap each other on the report.

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11) Click Print Preview to view the report and, if needed, return to theDesign tab to make any adjustments. Compare your results to thefollowing:

If your data varies from the example, set your User POV to Year,Grossmargin, Total CustType, Total Store Type and Name.


6-22 Hyperion


Exercise - Creating Two Grids and Charts

In this exercise, you create a new report with two grids. The grids displayvalues for Netsales for the Furniture product. One chart is created for eachgrid.

Create a Report with Two Grids

1) Create a Blank report. For the report, set the Header Height anddisplay the report header.• Insert a text box and position it in the report header.• Type in the report title Net Sales for Furniture in Q4.• Insert the image, LOS_Image, and position it to the left of the title.

2) Save this report with the name 18_Net_Sales_Furniture, description NetSales for Furniture Products by Region. Make it Available to Web Users.

3) Insert a new grid into the report for the PROFANA:Profit database.• Name the grid Furniture.• Place the Account dimension in the Pages section, the Name

dimension in the Rows section and the Total Product and Yeardimensions in the Columns section.

4) In the Account dimension on the Page axis, select Netsales.

5) For the Total Product dimension in the column, select Furniture. For theYear dimension, select Qtr4.

6) Select row 1 and right-click to display the drop-down list. Select InsertText Row. In the text box for row 1, enter Central Region.

7) In row 2, double-click Name.• Remove Name from the Selected area.• In the Available area, under CENTRAL, highlight all of the names

that begin with LO and add them to the Selected area.• Click OK.

8) Select the anchor row (below row 2) and right-click to display thedrop-down list. Select Insert Text Row. In the text box for row 3, enterEast Region.

9) Select the anchor row, right-click and select Insert Data Row.• In row 4, double-click Name.• Remove Name from the Selected area.• In the Available area, under EAST, highlight all of the names that

begin with LO and add them to the Selected area.• Click OK.

10) Repeat steps 8 and 9 to add a text row for West Region and the namesthat begin with LO for the WEST region.

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11) On Grid Properties / Suppression, select Suppress if no data.

12) Select Grid Properties / Format / Number. Select Currency, symbol $(USA),and scale to Thousands.

13) Select the View tab and compare your grid to the following:

If your data varies from the example, set your User POV to Category,Total CustType and Total Store Type.

14) Insert a new grid into the report for the PROFANA:Profit database.Name the grid EAST. Place the Account dimension in Pages, the TotalProduct dimension in the Rows and the Name and Year dimensions inColumns.

15) In the Account dimension on the Page axis, select Netsales.

16) For the Total Product dimension in the row, select the Children ofTotal_Office.

17) For the Name dimension in the column, select EAST. For the Yeardimension, select Qtr4.

18) Select Grid Properties / Format / Number. Select Currency, symbol $(USA),and scale to Thousands.

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19) Select the View tab and compare your grid to the following:

20) Define your choice of formatting for the two grids. You may want tobold the headers, set the column widths, add borders and color.

Create the Charts

1) Insert a new chart and position it below the Furniture grid.

2) Select the chart type Pie, the grid Furniture and the data range as theseries in Column A.

3) In the Legend category, deselect Show Legend.

4) In the Appearance category, enter the chart title Q4 Net Sales forFurniture. In Pie Options, enter 75 as the Distance of Label from Center toposition the pie slice labels within the pie.

5) View the report and compare the pie chart to the following:

6) Return to the Design tab and insert a new chart. Position it below theEAST grid.

7) Select the chart type Bar, the grid EAST and the data range as the seriesin Column A.

Hyperion 6-25


8) In the Legend category, deselect Legend.

9) In the Appearance category, enter the chart title East Net Sales for Q4.

10) In Bar Options , select the Bar Style DiamondBar. Click OK.

11) View the report and compare the bar chart to the following:

12) Define your choice of formatting for the two charts.

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13) Click Print Preview to view the report. Zoom In as needed. If any ofthe objects overlap one another or need some adjustment, return tothe Design tab and define the relative horizontal/vertical position ofthe charts and grids. Compare your report to the following:

If your data varies from the example, set your User POV to Category,Total CustType and Total Store Type.


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6-28 Hyperion




1. What are the four types of charts in Hyperion Reports?

2. Where do you define the data to be included in your chart?

3. How do you design your chart?

Hyperion 6-29



1. What are the four types of charts in Hyperion Reports?

You can create bar, line, pie and combo charts in Hyperion Reports.

2. Where do you define the data to be included in your chart?

You define it in the General section of Chart Properties.

3. How do you design your chart?

You design your chart using the chart options specific to each charttype.

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� Charts are report objects that retrieve data from a grid and present itgraphically. You can create four types of charts in Hyperion Reports:• Bar• Line• Pie• Combo

� When you create a chart in Hyperion Reports, you must first insert achart and then use the features on the Chart Properties sheet todesign it. Each chart has format options specific to its type.

� You define chart data in the General section of Chart Properties. Youspecify the rows and columns from a grid to display in the chart.

� You define the chart title and specific chart options in Appearance.• You can define a title for the chart, then format it• Data tooltips display data values when you rest your cursor on a

chart component.• Gridlines are displayed behind a bar and line chart. You can set

options for the gridlines, such as the color and background forgridlines.

� You design your chart using the chart options specific to chart type:bar, line, pie or combo.

� You can define a legend describing the information displayed in achart and its placement on the chart.

� You can choose to display or hide vertical and horizontal axes titlesfor bar, line and combo charts and customize their appearance onthe chart.

Hyperion 6-31


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7Managing Reports

Chapter Objectives


• Create folders• Move files• Rename Files• Copy files• Delete files• E-mail links to reports• Import and Export files• Print displayed reports• Print a report without displaying it• Save a report as a .PDF file• Save snapshot reports• Create Books containing multiple reports• Create Batches to automatically generate reports• View server information

7 Managing Reports Designing Hyperion Reports7
Overview
The Repository serves as the main file management tool for HyperionReports. Each report server has its own repository. If you have multiplereport servers, there is a separate repository on each server.

From the Repository, you can organize reports, books, snapshots andreport objects. The Repository includes folders for snapshots, batch jobs,reports, objects and books. You can add and remove folders in theRepository to organize your files. In the Repository, you can enable ordisable a report, snapshot or snapshot book’s ability to be viewed throughthe Hyperion Web Viewer.

With Hyperion Reports, you can create books containing multiple reports.Books are dynamic and use the current data each time you generate thebook and its reports. You can also save books as snapshot books. Snapshotbooks are static and reflect only the data as it existed when the snapshotwas saved.

Hyperion Reports also allows you to create batches that you schedule torun automatically at the times and intervals you desire. Batches cancontain books, reports and snapshots.

If selected, file canbe viewed with the

Hyperion WebViewer

7-2 Hyperion

7Designing Hyperion Reports Managing Reports

Managing Folders

The Repository folder contains folders named Batch Jobs, Books, Objects,Reports and Snapshots. You can delete these folders or add new folders.You can create additional folders within the existing folders. For example,if you want to categorize your reports by department, you can create afolder for each department within the Reports folder and then move thereports to the desired department folder.

Folders cannot be moved or copied.

To add a folder to the Repository:

1) Click Repository .

2) Select the folder you want to contain the new folder.

3) Click New Folder or click .The Repository display refreshes with a new folder selectedcalled New Folder.

4) Type a name for the new folder and press [Enter].

To rename a folder:

1) Click Repository .

2) Select the folder you want to rename.

3) Click .The Repository display refreshes with the folder selected and thename field opened.

4) Type the new name for folder and press [Tab].

Hyperion 7-3

Managing Files
The Repository can contain several different file types. There are reports,snapshots, books, snapshot books, batches and report objects. The reportobjects can be grids, text boxes, images and charts.

You can move files to different folders and you can rename the files. Whenyou rename a file, the name can have upper and lowercase letters, spacesand numbers. You cannot use special characters in the name.

You can create copies of report designs, books or snapshot reports. Youcan create copies of grids, text boxes, images and charts. This is usefulwhen you want to use an existing file as the basis for a new design.

To move files into folders:

1) In the Repository, verify the files to be moved and the target folderare displayed. If not, open the folders containing them.

2) Select the file you want to move.

You can select multiple files by clicking the file names whilepressing the [Ctrl] key.

3) Drag it to the folder in which you want to place it.

To rename a file:

1) In the Repository, select the file you want to rename.

2) Click .The Repository display refreshes with the file selected and thename field opened.

3) Type the new name for file and press [Tab].

7-4 Hyperion


To copy files:

1) In the Repository, select the file you want to copy.

2) Click Copy or click .The Repository display refreshes with a new file selected calledCopy of <file name selected>.

3) Type a name for the new file and press [Tab].

To delete files:

1) In the Repository, select the file you want to delete.


2) Click Delete .The Manage Repository dialog box displays.

3) To delete the report, click Yes. To cancel the action, click No.

Hyperion 7-5

E-mail Links
You can e-mail dynamic links to reports, snapshots and snapshot books.You cannot e-mail links to books or objects. The recipient of your e-mailsimply clicks on the link to display the file in a web browser.

To use the e-mail link functionality, you must first enter a sender’s e-mail address in the User Options. Access the User Options byselectingEdit / User Options.

The E-mail Editor shown below is used to e-mail links. You can store e-mail addresses and you can also address the e-mail to multiple recipients.You can enter your own greeting and message to accompany the link.

To e-mail links to files:

1) In the Repository, select the reports, snapshots and snapshot booksfor which you want to e-mail someone a link.


2) Click .The E-mail Editor dialog box displays with the selected links.

3) Enter the recipient’s e-mail address, the subject and any message youwish to include.

4) Click Send.

Click to start thee-mail addressbook to selectthe recipients

Click to sendthe e-mail

Enter yourmessage here

7-6 Hyperion


Select E-mail Notification Recipients

The Select E-mail Notification Recipients dialog box is accessed from theE-mail Editor. You use this to enter the recipients of the e-mail links. Youcan also enter the subject of the e-mail in this dialog box and it will carryback to the E-mail Editor.

The Select E-mail Notification Recipients dialog box also functions as anaddress book. When you enter an e-mail address here, it is stored andavailable for selection for future e-mails. You can also remove e-mailaddresses you no longer need from the list of available recipients.

To select e-mail recipients:

1) From the E-mail Editor, click Select.The Select E-mail Notification Recipients dialog box displays.

2) Select the e-mail recipient from the Available Recipients area.


3) Click Add .The selected addresses display in the Selected Recipients area.

4) Enter a subject in the Subject of E-mail field (optional).

5) Click OK to return to the E-mail Editor.

Click to returnto the e-mail

editor

Click to deleteselected

addresses

Enter thesubject of thee-mail here

Enter newe-mail address

here

Click to addrecipient

Click to removerecipient

Hyperion 7-7


To add new e-mail recipients:

1) From the E-mail Editor, click Select.The Select E-mail Notification Recipients dialog box displays.

2) Enter the new e-mail address in the New Recipient field.

3) Click Add.The new address displays in the Available Recipients and in theSelected Recipients areas.

4) Enter a subject in the Subject of E-mail field (optional).


To remove selected e-mail recipients:

1) In the Select E-mail Notification Recipients dialog box, select the e-mail recipient from the Selected Recipients area.


2) Click Remove .The selected addresses are removed from the Selected Recipientsarea.


To delete e-mail addresses:

1) In the Select E-mail Notification Recipients dialog box, select the e-mail address from the Available Recipients area.


2) Click Delete .The selected addresses are removed from the AvailableRecipients area.


7-8 Hyperion


Importing and Exporting Files

You can import files from an outside source and export files to an outsidelocation. The available file types differ from importing to exporting andwithin exporting depending on the type of file being exported.

Importing Files

You can import a file to the Repository or import it and open itsimultaneously in the desktop. This is useful for loading reports andobjects from another Hyperion Reports application. You can importreports, snapshots and object files. The following file types can beimported:

� Reports (*.des)� Snapshots (*.rpt)� Grid Object (*.rog)� Text Object (*.rot)� Image Object (*.roi)� Chart Object (*.roc).

To import a file to the Repository:

1) In the Repository, select the folder you want to receive the importedfile.

2) Select File / Import.The Import Report to Repository dialog box displays.

3) Browse and select the file you want to import. Click Open.

4) In the Repository, if the selected target folder is closed, click Open toverify the import was successful or, if the selected target folder isopen, click Refresh.

Hyperion 7-9


To import a file to the desktop:

1) From the desktop, select File / Import.The Import Report dialog box displays.

The Repository can not be the active window on the desktopduring the import.

2) Browse and select the file you want to import. Click Open.The file opens in the desktop.

3) Select File / Save As to save the file in the Repository.The Save Reports dialog box displays.

4) Enter Name and Description (optional) and click Save.

7-10 Hyperion


Exporting Files

You can export files from the Repository and from the desktop. You canonly export reports or snapshots from the desktop.

Unlike import files that must be a Hyperion Reports file type, some filescan be exported in formats other than those used by Hyperion Reports.The format options vary depending on the file type being exported asshown in the following table:

To export a file from the Repository:

1) In the Repository, select the file you want to export.

2) Select File / Export.The Export dialog box displays.

3) Browse and select the folder to which you want to export the file.

4) Enter a file name and select a Save as file type.

5) Click Save.

File type being exported File Format Options for Exported File

Report report (*.des), snapshot (*.rpt), html (*.html),or .PDF (*.pdf)

Snapshot snapshot (*.rpt), html (*.html), or .PDF(*.pdf)

Book .PDF only

Snapshot Book .PDF only

Objects Objects can only be exported in their HyperionReports file format. For example, a text object(*.rot) can only be exported as a text object (*.rot)

Hyperion 7-11


To export a file from the desktop:

1) From the desktop, select File / Import.The Export Report dialog box displays.

The report or snapshot being exported must be open in thedesktop and be the active window.

2) Browse and select the folder to which you want to export the file.

3) Enter a file name and select a Save as file type.

4) Click Save.

7-12 Hyperion


Printing Reports

You can print online reports and snapshot reports.

To print displayed reports:

1) Open a report in Design or View.

2) Click Print .The Print dialog box displays.

3) Select your printing options, click OK.

To print a report without displaying it:

1) Click Repository . Browse and find the report.

2) Select the report from the list.

3) Click Print .The Print dialog box displays.

4) Select your printing options, click OK.

Hyperion 7-13

Saving Reports
You can save different types of static reports. You can save reports as:

� .PDF files� Snapshots� HTML files.

Saving a Report as a .PDF File

You can save a report as a Portable Document Format (.PDF) file. You canthen view it with Adobe Acrobat Exchange, Adobe Reader or any otherapplication that supports .PDF files. You must have Adobe .PDFWriterinstalled to save a report as a .PDF file.

To save a report as a .PDF file:

1) Open or view a report.

2) Select File / Print.

3) From the Name drop-down list, select Acrobat PDFWriter, click OK.The Save PDF File As dialog box displays.

4) Specify the .PDF file name and location, click Save.

7-14 Hyperion


Saving Snapshot Reports

You can save a report design with data as a snapshot report. Snapshotreports preserve the data as it exists at the time you save the report.

You can view snapshot reports in the Hyperion Reports Web Viewer orthe View tab of the Designer.

When you save a new snapshot report, the default name is the same as thename of the report design. When you save a snapshot report on a filesystem, two files are created for each snapshot report:

� reportname.rpt� reportname.bpt

The.rpt file contains the report layout and non-binary data. The.bpt filecontains any binary data for the report, such as an image.

To save snapshot reports:


2) From an open report, select File / Save As.The Save Reports dialog box displays.

3) Browse and select the folder in which you want to store the file.

4) From the Show file type drop-down list, select Snapshots.

5) In the Snapshot Report text box, type the report name.

A report name can consist of upper and lowercase letters,spaces, numbers and underscores. You cannot include specialcharacters.

6) Type a description for the report.

7) If you want the report to be viewable in Hyperion Web Viewer, select<Available to Web Users>.

8) Click Save.

Hyperion 7-15

Books
Hyperion Reports allows you to create books containing one or severalreports. A single book file can contain all the reports to which you requireaccess. A regular Book file is dynamic in that the reports it contains accessthe latest data each time it is viewed or printed. A Book file can also besaved as a Snapshot Book. A Snapshot Book preserves the data as it existsat the time you save the Book. You can set the order in which the reportsin the book will print.

To create a book:

1) Select File / New / Book or click New Book .The Book Editor dialog box displays.

2) Enter a description for the book and click to start theAdd report dialog box.

3) Select the first report to be included in the book and click .Repeat for each additional report to be included in the book. When all

reports have been added, click .

You can use the Up and Down arrows to change the orderin which the reports will be printed

4) Click File / Save As to save the book with a unique name.

Book POV

Data Source

Book Contents

Use this to set reportmembers to matchanother report in thebook

7-16 Hyperion


Book Point of View

You can also set a POV for a book. This allows you to run the book usingthe same default values for all grids in all reports. The book POV isspecific to a data source for a single book, but not specific to any report orgrid object in a report in that book. Within a book file, the Book POVdefines the values for any dimensions not on a grid’s row, column or pageaxis or set in the grid POV for all grids in all reports in the book.

The rules to determine the POV for each data source within each gridwithin each report in the book are as follows:

1) Use the dimension member selected on the grid axis. If not on the gridaxis,

2) Use the dimension member set on the Grid POV. If not set on the GridPOV,

3) Use the dimension member set in Report Member Selections for thatreport. If no member is selected in the Report Member Selections,

4) Use the dimension member selected on the Book POV.

Report Member Selections

The Report Member Selections define the values for any dimensions noton a grid’s row, column or page axis or set in the Grid POV for all grids ina specific report in a book. With all POVs, you can set a single member fora dimension. Report Member Selections allow multiple members to beselected for a dimension. If multiple members are selected for adimension, the report in the book is run for each member. If multiplemembers are set for multiple dimensions, the report in the book is run forall combinations of those members. Just like a grid is generated for eachcombination of the members on the page axis in a report, a report isgenerated for each combination of the members set using Report MemberSelections in a book.

To set Report Member Selections:

1) In the Book Editor, select a report or book the Reports in Book area.

2) Double-click the dimension in the Select Members For...area.The Select Members dialog box displays.

3) Add the members you want and click OK.

Hyperion 7-17

Batches
You can create batches containing Books and Reports and schedule themto run at specified times. A batch can run once or it can be scheduled torun on a recurring basis. A batch can also be automatically deleted after ithas run.

To create a batch:

1) Select File / New / Batch or click New Batch . The Batch Editor dialogbox displays.

2) Click to start the Add dialog box

3) Select the first report or book to be included in the batch and click

. Repeat for each additional item you want to include in the

batch. When all reports have been added, click .

4) Click File / Save As to save the batch with a unique name.

You can use the Up and Down arrows to change the orderin which the reports will be printed. You can schedule thebatch immediately after you create it by clicking ScheduleBatch and setting the parameters.

7-18 Hyperion


To schedule a batch:

1) Select File / Schedule a Batch or click Schedule a Batch . The BatchScheduler dialog box displays.

2) Click .The Schedule Batch dialog box displays.

3) Select the batch you want to schedule and click .

Select Nowor Later

Select toe-mail

output ofbatch

Select timeand date tostart batch

Select lastdate to runbatch

Hyperion 7-19

4) Enter the batch settings, and click .
5) Select printer and/or file options and click .

You can schedule batches to run once, only on weekdays,daily, weekly, monthly, quarterly, semiannually or yearly.

Batch Point of View

You can also set a POV for a batch. This allows you to use the same defaultvalues for all grids in all reports when scheduling a batch. The Batch POVis specific to a data source for a single batch, but not specific to any reportor grid object in a report in that batch. The Batch POV defines the valuesfor any dimensions not on a grid’s row, column or page axis or set in thegrid POV for all grids in all reports in the batch. It has no effect on anybooks in the batch.

Since Batch POV values are only saved when the batch is scheduled, youcan set different values for the same batch for each frequency youschedule. For example, BatchABC contains three reports. You canschedule BatchABC to run with the Year member set to Qtr1 in the BatchPOV. You can schedule another run of BatchABC with the Year memberset to Qtr2, etc.

The rules to determine the POV for each data source within each gridwithin each report in the batch are as follows:

1) Use the dimension member selected on the grid axis. If not on the gridaxis,

2) Use the dimension member set on the Grid POV. If not set on the GridPOV,

3) Use the dimension member selected on the Batch POV.

If a batch contains a book, the POV selection follows the same rulesfor books noted previously. The Batch POV has no effect on anybooks in the batch.

7-20 Hyperion


Viewing Server Information

You can view server statistics on your report server using Server Info.

To view server information:

1) Select File / Report Server Info.The Report Server Info dialog box displays.

2) To exit the Server Info dialog box, click Close.

Total number of reportscurrently running on the

report server

Total number of reportsrequested since thereport server started

Total amount ofmemory on the reportserver’s virtual machine

Amount of free memoryavailable on the reportserver’s virtualmachine.

Hyperion 7-21

Viewing Report Summaries
Report summaries display the name, description and created date. Inaddition, a report summary shows the date and time the report was lastmodified.

The summary information is saved when you save the report. Use thereport properties sheet to edit the report description.

To View Report Summaries:

1) Open a report.

2) Select File / Summary.

7-22 Hyperion


Exercise - Create a Book

In this exercise, you will create a book that runs the reports07_Total_Product_by_Region_Formatted,08_Office_Home_Pages_Formatted and 09_Compare_Actual_Budget.

Create a new book named Standard Monthly Reports. Add three reports tothe book. Change the order in which the reports appear in the book.

Save the book as a book file type with the name and description StandardMonthly Reports. View the book.

In this exercise, you will create a book that runs the reports07_Total_Product_by_Region_Formatted,08_Office_Home_Pages_Formatted and 09_Compare_Actual_Budget.

Create a New Book

1) Select File / New / Book or click New Book .The Book Editor dialog box displays.

2) Select the report 07_Total_Product_by_Region_Formatted and click AddReport. If prompted, enter User ID and Password.

3) Select the report 08_Office_Home_Pages_Formatted and click Add.

4) Select the report 09_Compare_Actual_Budget and click Add.

5) Click Done.

6) Select 09_Compare_Actual_Budget. Click the up arrow twice to move itto the top of the list.

7) Select File / Save.The Save Book dialog box displays.

8) Save the book as a file type Books with Standard Monthly Reports as thefile name and description. Click Save.

Hyperion 7-23

9) Click Print Preview .The reports will run and display.
A Table of Contents page is automatically created when a bookis printed or viewed. Notice that the report09_Compare_Actual_Budget is the first report. This was thereport you moved to the top in the Book Editor.

10) Click Zoom In twice. Navigate and view the reports.

11) Click Close.

12) Select File / Close.

7-24 Hyperion


Exercise - Managing Reports

In this exercise, you copy and delete report objects. You create snapshotreports and launch the Web Viewer to preview them.

Copy and Delete Report Objects

1) Click Repository . Browse and select the report09_Office_Home_Images.

2) Click Copy .The Repository display refreshes with a new file selected calledCopy of 09_Office_Home_Images.

3) Enter the New Report name 09_Compare_Actual_Budget and press[Enter].

4) In the Repository, browse and select the chart object Bar_Chart_Row1.

5) Click Delete .

6) At the prompt “Do you wish to delete the selected object(s)?”, clickYes.

The chart is deleted from the Repository.

Create Snapshot Reports

1) In the Repository, find and double-click the 17_Office_Home_Chartsreport.

The report opens.

2) Select File / Save As.The Save Reports dialog box displays.

3) Open the Snapshots folder. In the Show file type drop-down list,select Snapshots. Enter 17_Office_Home_Charts for the name anddescription.• Select Available to Web Users.• Click Save and close the report.

4) Repeat steps 1 through 3 for the 14_PercentOfTotal_USREG report,using 14_PercentofTotal_USREG for the name and description.

5) Exit Hyperion Desktop.

6) Launch Internet Explorer .

Hyperion 7-25

7) If the Web Viewer Logon screen does not display, type the Address
HTTP:/<server-name>/HReports/Logon_Main.jsp, where <server-name>is the name of your Web Viewer server.

Your instructor will provide you with the server name.

8) On the Web Viewer Logon screen, type User trnadmin, Passwordhyperion and click Go.

Your User ID and Password are the same ones used to logon tothe Hyperion Desktop.

9) Open the Snapshots folder and verify that 14_PercentOfTotal_USREGand 17_Office_Home_Charts are listed. These are the snapshots that youjust created. Select a link to view one of the snapshots in the WebViewer.

10) View the report.

11) Click Back until you return to the list of reports in the Web Viewer.

12) Open the Reports folder. Verify the reports you created in class arelisted. Only those checked Available to Web Users are listed.

13) Select and display some reports in the Web Viewer. When done, clickLog Off. At the prompt Are you sure you want to log off?, click Go.

14) Exit Internet Explorer.

7-26 Hyperion



1. If you have multiple report servers, where are reports stored?

2. If you rename a file, what can you not use?

3. How can you create a .PDF file from a report file?

4. What must you do to enable a report or snapshot to be viewed withthe Hyperion Web Viewer?

Hyperion 7-27



1. If you have multiple report servers, where are reports kept?

Each report server has its own respository for reports.

2. If you rename a report, what can you not use?

You cannot use special characters in the name.

3. How can you create a .PDF file from a report file?

There are two ways to create a .PDF file from a report:

• Use File / Export and export the report as a .PDF file type, or• Use File / Print and print the file to the Acrobat PDFWriter.

4. What must you do to enable a report or snapshot to be viewed withthe Hyperion Web Viewer?

There are two ways to enable a report or snapshot to be viewed withthe Hyperion Web Viewer:

• When saving the report or snapshot, select <Available to WebUsers> in the Save Reports dialog box, or

• In the Repository, check the Web box.

7-28 Hyperion



� The Repository is the file management tool for Hyperion Reports.� You can create new folders and organize your files in the Repository.� You can copy grids, text boxes, images and charts.� Snapshot reports contain static data. When you save a report as a

snapshot report, it is disconnected from the report server. It is nolonger updated when data changes.

� You can create copies of report designs or snapshot reports.� You can permanently delete report designs or snapshot reports from

the report server through the Repository.� You can send e-mail containing dynamic links to reports directly

from Hyperion Reports.� You can import files into Hyperion Reports.� You can export files from Hyperion Reports in .pdf and html file

formats.� You can print reports that are displayed as well as those that are not.� You can save a report as a Portable Document Format (.PDF) file.� You can save a report design with data as a snapshot report.

Snapshot reports preserve the data as it exists at the time you savethe report.

� You select <Available to Web Users> when saving a report to enableit to be viewed with the Hyperion Web Viewer.

� Hyperion Reports lets you create and print books containingmultiple reports.

� Hyperion Reports lets you create and schedule batches to printreports and books at specific times.

� You can view server statistics on your report server using ServerInfo.

� Report summaries display the name, description and author ofreports. In addition, a report summary shows the editor and dateand time the report was last modified.

Hyperion 7-29


7-30 Hyperion

Glossary

active window A window with a highlighted title bar or border which distinguishes itfrom other visible windows. You can only perform actions in an activewindow. Only one window can be active at any given time.

activity-levelauthorization

Defines user access to application components and the activities thatcan be performed on the application component. It controls whether auser can perform a certain action in an application. It is independent ofthe data that is accessed by the action. Data access is controlled by data-level authorization.

aggregate function An operation that summarizes or performs analysis on data. Sum,calculation of an average and identification of a maximum value areaggregate functions.

alias An alternative name for a dimension, member or description.

alias table A database table that stores aliases for the dimensions or members.

application A set of entities, accounts, data scenarios and other elements that areused together. A data set within a given product. For example, aHyperion Essbase application is a management structure containingone or more Hyperion Essbase databases and related files. They controlvariables such as memory allocation and autoload parameters.

applicationcomponent

A component class that performs a specific function in an analyticapplication. Application components and application componentclasses may utilize application-server components and client sub-components. They include both server and client side components.Examples of application components include corporate overheadallocation, volume adjusted budget allocation or freight allocation

application-servercomponent

Basic server infrastructure including HsServer, Store,AuthenticationServer and Scheduler. Includes all middle-tier serverservices provided by the application component classes, including bothcommon application components and custom application components.

attribute dimension A type of dimension that allows analysis. It is based on the attributes orqualities of the members of its base dimension.

authenticationserver

Provides authentication and server-level authorization services. It is amiddle-tier server responsible for authenticating users logging into theHyperion Analytic Framework. When the user attempts to access theHyperion desktop, the client obtains the user name and password via alogin dialog.

Glossary Designing Hyperion ReportsG
bar chart A chart that can have 1 to 50 data sets, with any number of values
assigned to each data set. Data sets can be displayed by groupingtogether corresponding bars, stacking them or displaying them inseparate rows. Bars can be shown with or without a 3D effect.

base dimension A standard dimension associated with one or more attributedimensions. To classify a member of a base dimension, you associate itwith a member of one or more attribute dimensions that describes theclassification. For example, assuming products have flavors, theProduct dimension is the base dimension for the Flavors attributedimension.

batch A report, book or groups of books or reports set to print at a designatedtime. A batch can be executed one time only or repeated at designatedintervals.

book A book can contain one or several reports. A book could be created tocontain all the reports needed by a particular user or users.

cell A data unit representing the intersection of dimensions in amultidimensional database. The intersection of a row and a column in aworksheet.

chart A report object that retrieves data from a specified grid. Charts aregraphical representations of the data. Examples of chart types are bar,line and pie.

choice list A member list that a report designer can specify for each dimensionwhen defining the point of view. When changing the point of view for adimension using a choice list, you can select only the members in thatlist or members meeting criteria defined in the function for the dynamiclist.

column A vertical display of information in a grid or table. A column cancontain data from a single field, derived data from a calculation or textinformation. The words column and field are sometimes usedinterchangeably.

currency The monetary unit of measure associated with a balance or transaction.

data accessauthorization

Data access authorization controls whether a given user may perform acertain action (read, read/write, none) against a certain piece of data.The access is defined by data (cells) the user can access and theirpermissions (read, read/write, none) associated with that data.Permissions are defined on the user or group.

data accesspermission

Access rights of read, read/write and none, associated with a piece ofdata.

data cell See cell.

data content The specific data obtained from a data source.

data source A storage area containing application data. A data source may be amultidimensional database, relational database or file.

2 Hyperion

GDesigning Hyperion Reports Glossary

data value See cell.

data-levelauthorization

Controls whether a user may perform a certain action (Read, Read/Write, None) against a certain piece of data.

delegation The process of a user temporarily assigning their authority to anotheruser so that user can act/perform functions on their behalf.

dimension A data category that organizes business data for retrieval andpreservation of values. Each dimension usually contains a hierarchy ofrelated members grouped within it. For example, a Year dimensionoften includes members for each time period, such as quarters andmonths. Other common business dimensions may be measures, naturalaccounts, products and markets.

dimension icon An icon that represents a dimension.

drill down The process of retrieving progressively detailed data for a selecteddimension by expanding a parent member to reveal its children. Theexpansion can reveal hierarchical relationships, such as those between aparent entity and its child entity, a parent account and a child account,and a summary time period and a base time period. For example, yearto quarters or quarter to months.

dynamic A method of retrieving real-time metadata and data.

externalauthentication

Authenticates users via an enterprise security mechanism. TheHyperion Analytic Framework takes user login information (ID andpassword) and passes it to the external enterprise security systemwhich authenticates the user login with an external security process.Once the external authentication process has taken place, the user isgranted access to the Hyperion Analytic Framework with authoritiesbased on the user ID.

footer The text or images that appear at the bottom of each page in a report.Footers can contain a page number, date, company logo, document titleor file name, author name and so on. Footers can contain functions orstraight text. Functions in a footer are dynamic and change with thecontent of a field. For example, if you insert a function that retrieves thecurrent entity, the entity name prints in the footer at the bottom of eachpage.

format The visual presentation of a document or a report object.

formula column A column in a report that displays values based on calculated data. Aformula column is commonly displays totals, subtotals and variances.

frame An area of the Hyperion Desktop where information is displayed to theuser. There are two main areas on the Desktop: the navigation frameand the workspace frame.

function A predefined routine that returns a value, a range of values, a Booleanvalue or a list of database members. The following categories offunctions are provided: mathematical, relationship, financial, memberset, Boolean, statistical, forecasting, allocation and date-time.

Hyperion 3

generation A layer in a hierarchical tree structure that defines member
relationships in a Hyperion Essbase database. Hyperion Essbase ordersgenerations incrementally from the dimension (generation 1) down tothe leaf members.

generation name A unique name that describes a generation.

grid A report object that can contain data from external data sources. A gridcontains a row, column and a page axis.

header The text or images at the top of each page in a report. Headers cancontain a page number, date, company logo, document title or filename, author name and so on. Headers can contain functions or text.Functions in a header are dynamic and change with the content of afield. For example, if you insert a function in the header to display thecurrent region, the name of the region prints at the top of each page.

hierarchy A set of multidimensional relationships in an outline, often created in atree formation. For example, parents, children and generationsrepresent a hierarchy.

image A report object that contains a graphic or an image file, includingWindows bitmap (.bmp), Graphics Interchange Format (.gif), JointPhotographic Experts Group (.jpg), metafile (.emf and .wmf) and icon(.ico and .cur), that you can add to your report design. You can addimages to the body of the report, as well as to a header or footer.

Internet ServiceProvider (ISP)

A computer that allows users to connect to other computers via accessof the Internet.

leaf member A member that has no children.

level A branch within a dimension. The levels are numbered incrementallyfrom the leaf member (level 0) towards the root.

level name A unique name that describes a level.

line chart A chart that displays 1 to 50 data sets, with automatic, uniform spacingalong the X-axis. Each data set can be rendered as a series of symbols,connected by lines with the area beneath filled. The display of symbols,lines and area fill is optional for each line set. A line chart also showseach line set stacked on the preceding ones, using either the absolutevalue or a normalized value from 0 to 100 percent.

mathematicaloperator

A symbol that defines how data is calculated. A mathematical operatorcan be any of the standard mathematical or Boolean operators, forexample, +, -, *, / and %. Mathematical operators are used in formulasand outlines.

member A discrete component within a dimension. For example, a timedimension might include members such as Jan, Feb and Qtr1.

member list A named group that references members, functions or other memberlists in a dimension. A member list can be system- or user-defined.

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metadata The components of a database outline that describe and hold data.Examples of metadata are dimension names, member names,properties, time periods, security and so on.

natural account A dimension that represents an accounting container that identifies thelocation and primary nature of the data.

navigation frame The left side of the Hyperion Desktop where you access applicationsand their related components. The tasks presented in the navigationframe are based upon the user’s security rights.

object See report object.

OLE serverapplication

An application that can create OLE objects which are then placed indocuments created by container applications. Microsoft Word, Exceland Paintbrush are examples of OLE server applications.

page axis The third axis on a grid report object. When you generate a report withmembers assigned to the page axis, a new grid is generated for eachpage member. If a chart references a grid with multiple page members,a new chart is generated for each page member.

page footer See footer.

page header See header.

parent A member that has an aggregated branch below it.

password A password is a data item of that only the user knows. It is used by thesoftware to authenticate the user. Password characteristics (length,expiration, etc.) are controlled by the external authentication service.

PDF (Portable Document Format) An output file format that allows users toeasily distribute, view and print high quality documents. Users canview and print PDF files with Adobe Acrobat Exchange or AdobeAcrobat Reader.

permission A special privilege that must be assigned to users or groups to let themaccess or modify secure data. Permissions include Read, Read/Writeand None.

pie chart A chart that shows one data set in a pie formation. You can rotate thepie and its labels by dragging the mouse around the center or by usingthe keyboard arrow keys. You can also position slices radially(exploded) by dragging them with the mouse or by using keyboardkeys.

point of view (POV) A unique set of dimension members that defines specific intersectionsof data.

POV See point of view (POV).

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privilege The means by which application activities are secured. Access to a
securable activity is controlled by the user’s privilege to that activity. Asingle privilege may control the right to execute one or more tasks. Forexample, a privilege that lets the user both add and remove users. Aprivilege can be associated with one or more roles that define who hasbeen granted the right to perform the activity. A user may perform theactivities associated with a privilege only if he has been granted therequired role, he is a member of a group that has been granted therequired role or has been specifically assigned that privilege to thatobject.

privilege profile Defines the scope of privileges available to a specific applicationcomponent type.

property A characteristic, such as font, size or color, of a report object in a report.

range A set of values that includes an upper and lower limit and the valuesthat fall between the limits. A range can consist of numbers, amounts ordates.

record In a database, a group of fields that make up one complete entry. Forexample, a record about a customer might contain fields for name,address, telephone number and sales data.

report The presentation of data formatted using a report design. A report canbe viewed online or printed.

report design A report layout that dynamically identifies the content and formattingof a report. Data is not saved with report designs. Report designsbecome populated with data when they are run. A report designconsists of defined report objects.

report footer Text or summary data that appears only on the last page of the report.

report object A basic element in report designs. Report objects generally contain dataand have specific properties that define their behavior or appearance.Report objects include text boxes, grids, images and charts.

report server The middle tier application server that processes report queries. It canreside on a separate computer.

repository The repository is the file management tool in Hyperion Reports. Eachreport server has its own repository. The repository includes files forsnapshots, batch jobs, reports, objects and books. Folders can be addedand removed from the repository.

role Used in conjunction with privileges to determine who can perform theactivities associated with the privileges. A user may perform theactivities only if she has been granted the required role or is a memberof a group that has been granted the required role.

row A horizontal display of information in a grid or table. A row can containdata from a single field, derived data from a calculation or textualinformation. The words row and record are sometimes usedinterchangeably.

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row heading A report heading that lists members down a report page. The membersare listed under their respective row names.

saved selection An explicitly defined set of members across multiple dimensions. Thisselection does not change as the dimension is maintained.

security rights User security rights defined by the user’s Data Access permissions andActivity Access privileges. It is explicitly defined for a user and isinherited from other user groups.

server A multi-user computer that accesses data values based on theintersection of dimension members.

ServerAdministrator

The person responsible for instantiating analytical application servicesand databases on the physical network servers.

shared reportobject

A report object kept on the Hyperion Reports report server and used inmultiple reports. When you add an existing report object to a report,you can link it to the source object or copy it into your design.

shortcut menu A menu that displays when the user right-clicks a selection or a toolbar.A shortcut menu lists commands pertaining only to that screen regionor selection.

sibling A child member in a dimension, having the same parent as anotherchild member. For example, the members East and West are bothchildren of the Markets dimension and siblings of each other.

snapshot report A generated report containing static data. A change in the data in thedata source does not affect the report content. A snapshot report isportable and can be stored on the network, locally or emailed.

sort A specific way of ordering data using any number of attributes orproperties.

sort order An indicator specifying the arrangement for your data after it is sorted.Data is typically shown in one of two sort orders. Ascending sort orderpresents data from lowest to highest, earliest to latest, first to last, A to Zand so on. Descending sort order presents data from highest to lowest,latest to earliest, last to first, Z to A and so on.

source reportobject

A saved report object stored on the Hyperion Analytic Reporter reportserver and linked to a report.

sparse Having a low probability that data exists for every combination ofdimension members. A dimension is sparse when intersections of dataare empty.

symmetric report A report format that requires consistent display of elements acrossdimensions and does not allow inconsistent display. For example, ifAccount 100 displays Departments A, B and C, Account 200 also mustdisplay Departments A, B and C, even though the data might not existor be relevant.

text box A report object that contains text.

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text function A function that retrieves alphanumeric text, such as dimension IDs or
descriptions.

text string A set of characters entered directly onto a report as a value or entered ina Boolean expression to return a value.

top-level member A dimension member at the top of the tree in a dimension outlinehierarchy. The first member of the dimension in a sort order if there isno hierarchical relationship among dimension members. The top-levelmember name is generally the same as the dimension name if ahierarchical relationship exists.

UDA Formerly called user-defined attribute. A UDA describes a particularcharacteristic of the members in an outline. Users can specify UDAs incalc scripts and reports to return lists of members that have thespecified UDA associated with them. UDAs can be applied to dense aswell as sparse dimensions.

user group A set of users having similar security requirements. Data accesspermissions and activity privileges are assigned to user groups. Usergroup members can be individual users or other user groups. Usersmust belong to at least one user group. Users inherit the rights of theUser Group.

user identity A user identity may include a unique user ID, full name, location orother identifying information about the user.

word wrap An editing property for a cell or text area. Word wrap extends a wordinto the next line of the cell or text area when that word is too long to fiton the current line.

workspace frame The area on the right of the desktop that displays the window for thetask currently selected in the left navigation frame.

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Designing Hyperion Reports - Wikispaces · Hyperion Enterprise Reporting, Hyperion Financial Management, Hyperion Integration Server, ... This manual is your guide to learning Designing