Essbase Training

5/22/2018 Essbase Training

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Hyperion Essbase

User Training


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2 /GE Title or job number /

07/07/2014

AgendaDay 1

IntroductionsOverview of Hyperion Project

Greater Visibility with Hyperion

Essbase Design & Hierarchy

Overview of Actuals Essbasedatabase

Essbase DimensionSummary

Notes related to training

Hyperion Workspace

Access to other Hyperion toolsStandard Report repository

Personal Workspace pages

SmartView

Overview

Connecting

Navigating

Modifying

Day 2

Questions related to yesterdayssession

Smart View Creating New Reports

Query Designer = Report Wizard

Ad Hoc = blank sheetCombining Office products with

SmartView Using Dynamic Data Points


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07/07/2014

Introductions Name and location of office

Area of company you are from Previous experience with Hyperion

Level of comfort with CoFe reporting

Desired take away from class

Functional Support Team:

Essbase AdministratorRose Glazewski ([email protected])

Planning AdministratorGary Adashek ([email protected]) Financial Reporting ManagerKaren Siefkas
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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GE Title or job number /07/07/2014

Planning

HFM/FDM

Essbase

DRM

Standard definitions, central metadata mgmt

One chart of accountsSynchronization of data

Workflow enabled P&L & Cash planning tool

QMI, Ops reviews, GPB, S2 and OP

Standard templates, automated

consolidation

Multiple daily refreshes, fast consolidation

Cash reporting & closing digitization

DR reporting data collection/automation

4X refreshes per day

Multi-dimension for region and product

More synchronization, transactional visibility

One universal access to all modules

Location of Standard Report Library

Excel on steroidsconnects directly to

Hyperion products

Planning

Consolidation

Analysis

Data

governance

Overview of Hyperion Products

SmartView

Reporting Workspace


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Deliver a one-stop shop financial report ing environment imp rovin g:

Visibi l i ty

Performance

Flexibi l i ty

Eff ic iency

Effect iveness

Program measures of success

One stop shop with drill through functionality

Transactional visibility available globally

Reduce cycle time by accelerating data visibility

Increase number of refreshes

Multi-dimensional reporting (Org, Region, Product)

Central data governance to improve synchronization

Enable cash flow reporting & closing in Hyperion

Reduce manual reconciliation and consolidation

Develop integrated planning and forecasting tool

One data governance process, one chart of accounts

How we will drive greater visibility

From To4 GLAs, COFE, MARS,COGNOS

No true link Balances to Details

Cofe max wait time 32 hours

3x per day

One dimensional hierarchyCOFE

Decentralized, DualMaintenance

Manual cash reporting & CFAs

>50% of closing activity

70-80%manual, 50k man days

Decoders needed; Multiple

COAs

1 GLA, Smartview: ESSBASE, H

Drill to details from BI Tools

Hyperion max wait time 8 hours

4x per day

5 New measurement dimension

Central in DRMStrategic ERPs

Online cash reporting & CFAs

Less then 10% of closing work

70+% automated, 30k man days

Drill in Smartview to Local COA


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Global Essbase Database

Replaces the Global Healthcare, Global Current Quarter, and BioScience

CoFe databases.

Will contain the current year and prior year actuals balances (e.g. 2010 and

2009) for all ERPs and companies.

Account structure stops at global accountsno ERP specific balances.

Operating Plan (OP) will be loaded each year.

Future Development

Drill to Balances will bring back the ERP balances that make up the global

accounts

Drill to Details retrieves the transactions that make up a given data point.

No longer need to do a separate query in GLA.

Determine functionality required to duplicate the CoFe library function


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Essbase Dimensions - SummaryDimension Name

Periods

PeriodViewYear

Scenario

Currency Key

Company

Accounts

Base Variable

Center

Modality

Market Segment

Folder

DestinationFunction

Organization

Channel

Region

Naming Convention

Jan, QTR1

PTD, QTD, YTDFY2009

ActualMOR

USD

CO_GLP_030111 GE-CSI

AC_J11110000 Cash

BV_A Total Variable

CC_J50013 Latin America

MO_021 Bio Process

MS_03 Neurology

AF_C5UESP WCS - SPAIN

DT_02 UNITED STATESFN_G10000 Sales

OR_J50013 Latin America

CH_J40001 Svc DI

RG_J30000 USA

Dimension Status

Part of Period in CoFe

Part of Period in CofePart of Submission in CoFe

Part of Submission in CoFe

New

Same as in CoFe

Part of Account in Cofe (Account-

A)Part of Account in CoFe (Account-

A)

Redefined with MKEY at lowestlevel

Same as in CoFe

Same as in CoFe

Newexists in ERP in some form

Newexists in ERP in some form

New

New

New

New


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Notes before we begin

Focus on the tools not the numbers

data validation in processDevelopment continuing now through go-live

create standard report library

customize web pages for ease of access

determine access levels for users

work with Oracle on additional functionality Frequently Asked Questions, e-Learning, and Tips and Tricks for

future reference.

Questions welcomedont hesitate to ask

Location of training materials

http://supportcentral.ge.com/products/sup_products.asp?prod_id=126795


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Hyperion Workspace

Web portal to all Hyperion products

Financial Management (HFM) Essbase

Planning

Web Analysis

Access to standard deck of reports

Future Development

Shared Workspace Pages

Standard GE Hyperion page

Pages for specific groups

Personal Workspace Pages


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Accessing WorkspaceCopy the following link into an Internet Explorer (IE) session

http://hyp-app-dev-01.am.health.ge.com:19000/workspace/

Once the link is launched a second IE window will open with the log inscreen for Workspace. Do not close the first pageclosing it will end yourWorkspace session. Activate the first window and bookmark the page forfuture reference.

From the login page enter your SSO in both the User Name and Passwordfields.
http://hyp-app-dev-01.am.health.ge.com:19000/workspace/http://hyp-app-dev-01.am.health.ge.com:19000/workspace/http://hyp-app-dev-01.am.health.ge.com:19000/workspace/http://hyp-app-dev-01.am.health.ge.com:19000/workspace/http://hyp-app-dev-01.am.health.ge.com:19000/workspace/http://hyp-app-dev-01.am.health.ge.com:19000/workspace/http://hyp-app-dev-01.am.health.ge.com:19000/workspace/http://hyp-app-dev-01.am.health.ge.com:19000/workspace/


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Workspace Home PageUntil we are able tocomplete the

development of theGE specific pages,the generic HomePage will be used.

For Essbasereporting the two

areas that you willutilize are Exploreand RecentlyOpened.

Though it is ageneric page, the

Recently Openedwill show thereports youpersonally used.


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Workspace ExploreClicking on the Explore buttonbrings you to the folder

structure where the HyperionReports can be accessed.

Each module will have its ownfolder. Under the Essbasefolder are the sub folders thatcontain the two major types of

reports.Once a user logs in, a folderwill be created under Userswith their SSO.

Security will dictate whatfolders each user has rights

to. Users will not have rightsto change standard reports orsave in the Standard Libraryfolder.


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Workspace - Opening a SmartViewReport

Under the Essbase folder arethe two types of report folders:

Standard Library: reportscreated by the Administrator

Team Folders: reportscreated by Super Users for

their team.Double click on the report youwish to open.

If you are prompted to Openor Save the report, chooseOpen.

If Excel does not open, achange to your WindowsExplorer needs to be made.Instructions are on the nexttwo pages.


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Workspace - Opening a SmartViewReportOpen Windows Explorer.From the Tools choose Folder

Options

Click on the File Types tab,scroll down the Registered filetypes, highlight XLS MicrosoftExcel Worksheet, and thenclick on the Advanced button.


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Workspace - Opening a SmartViewReportUncheck the Browse in same window box. Click OK until you return to Excel.

The next time you attempt to open up a SmartView document from Workspaceyou may get what looks like the login box. Close out of Excel completely andretry opening the report from Workspace


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Workspace - Opening a SmartViewReportOnce the report is open in

Excel you can close the report

tab in Workspace by rightclicking on the tab andchoosing close. You can thengo to another report

If you no longer need to be inWorkspace, choose Exit fromthe File menu.


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Hyperion SmartView is the new Front End tool for GEHC to access Financials!

SmartView is a Microsoft Office add-in for Excel which can retrieve data stored within

Hyperion Essbase, HFM, and/or Planning.

SmartViewWhat is it ?

CoFe

cube

CoFe Front-End

Excel

PowerPoint

Copy/Paste

Copy/Paste

PowerPoint

Excel

Essbase

Database

Direct Data Retrieval

Word


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As SmartView is an add-in for Excel, you do not need to copy it from another

tool and paste it into Excel. The data is retrieved directly into your spreadsheet

SmartViewWhat is it ?

CoFe

cube

CoFe Front-End

Excel

PowerPoint

Copy/Paste

Copy/Paste


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Whether you are starting with a blank report or a standard report you need to

connect to the applicable Essbase database.

SmartViewConnection

Click Hyperion from themenu bar and then clickData Source Manager.The Smart View DataSource Manager willopen to the right of yourspreadsheet.

Click on Connect to Provider Services.

Click on the far left icon directly under Connect toProvider Services. Click on Common ProviderConnections


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Under Oracle Essbase, under hyp-ess-dev-

01.am.health.ge.com, under Global right

click on Global

SmartViewConnection

Click on Add to Favorites

If you are prompted for a user name andpassword, use your SSO for both fields.

This will change to your actual SSOpassword in the future.


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Change the list of cubes from All to Favorites.

Placing the database in Favorites allows you to see

what the active connection is for each sheet as well

as changing the default alias table.

SmartViewConnection

Navigate to Global ->Global and double click on it.

From the Hyperion menu choose Active

Connections If there is a check mark next to the

database, it is active. If you want it active you can

check the gray box in front of the name.

Connected

Not Connected


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Before working on your report, you will want to decide how you want to

see/display the selections for your report. For example do you want to show

only CO_J00000 or would you want to see CO_J00000 Total GEHC. Tochange so that you are seeing the description (aka Alias) you need to choose

Hyperion from the menu, click Ad Hoc Analysis, and then click Change Alias

Table. From the Select Alias Table window choose Default then click OK. This

setting will stay for as long as your session of Excel is open. Now you can

connect to the Essbase cube.

SmartViewBefore Creating Report

Note: Oracle and theHyperion IT Teamare looking into waysthat this can be setglobally so the userdoes not have to dothese steps eachtime they go intoSmartView.


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This is SmartView

toolbar

SmartViewWhats what

This is the default report

when SmartView

opens

This is a SmartViewObject call POV or

Point of View


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SmartViewToolbar


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SmartViewToolbar


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SmartViewToolbar Finding HelpStep 1: Click Hyperion Menu

Step 2: Navigate down the Hyperion Menu to HelpStep 3: IE Browser window opens the Smart View User Help Guide

Step 4: Enter Search Term toolbar buttons


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SmartViewHyperion Menu

Many of the items found on the toolbar can be found under the Hyperion menu

item


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SmartViewKeyboard Shortcut

The keyboard shortcuts are available from the Hyperion help menu.

From the Hyperion menu choose Helpnear the bottom of the menu

Click on Search and enter keyboard and equivalent then choose the radio

button all words and click Search

Choose the option Hyperion Menu Keyboard Equivalents


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SmartView-

POV

SmartViewPOVUnlike CoFe, two dimensions must be on the SmartView report at all timesonefor the columns and one for the rows. Account and Period are in the default reportand the remaining dimensions are in the point of view.

+ + +

+

CoFe9 buttons


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SmartView:

The Default Report that is created

when you connect to Excel from a

blank sheet represents the top of each

of the dimension hierarchies. The

number that appears is not

meaningful. If you do not make a

selection for a dimension it will stay atthe top of that hierarchy. As you make

member selections within the

hierarchies, the report becomes more

and more meaningful.

SmartViewDefault ReportCoFe : Will not show anything/not enable

Report Generation until you have picked a

Value for EACH of the 9 Buttons


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Similar to Cofe, the Dimensions in Essbase each have their own hierarchy, which

are organized as parent/child. For this example we will look at company

Smart ViewMember Selection

CO_J00000 Total GEHC is the highest

member. The next generation down would be

EMEA HCS and Life Sciences for example.

Each generation breaks down its parent into

more detail.The lowest level of the company hierarchy is

where the data is loaded also called Level 0 or

Input Levelyou can see by the member

name prefix which ERP that company is in.

With the case of CO_501110, there is a GLP

and a PRP component.

Note: The values in each child are added to

populate the value of their parent, with Total

GEHC being populated last as it is the highest

parent.


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SmartView: How you

change the dimension

members depends on

whether the dimension is

in the grid or in the POV.

The following pages will

show different ways to

change the value of the

dimension on your grid.

Note: Once the changes

are made, they will not be

applied to the reportuntil you refresh the grid.

SmartViewMember SelectionCoFe : Clicking on each dimension button

allows you to make a selection.


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If the dimension is in the grid you can either:

Right click on the dimension, click on Hyperion, then click Member Selection

ORChoose Hyperion from the menu and click Member Selection OR

Choose the Member Selection Icon from the Toolbar.

SmartViewMember Selection

Right-click method Menu method

Toolbar method


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If the dimension is in the POV, click the triangle next to the dimension you wish to

change, click on the three dots at the bottom of the dimension, and the Member

Selection box will be available for that dimension.


Note: If you have dimensions in

the POV, to have them appearwhen you print the report, add the

text POV:{} to either the header or

the footer. Refresh the grid before

doing a print preview.

S tVi M b S l ti


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The buttons above the Members box can be helpful in finding the selection(s) you want for your report. (The

buttons above the Selection box are only used with Query Designer and will be discussed in a later section)For example, the months were selected by clicking the dropdown next to the check box, choosing Base

Members, clicking on the Add button or (Alt + A), and then clicking OK.

You can remove individual selections by highlighting them and clicking on the Remove button or (Alt + R). You

can remove all the selections by clicking on the Remove All button or (Alt + Q). If you remove all, you will need

to make at least one selection before clicking on OK.



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Generation/LevelAccountExample

Take Note:

Generations are Top down,

starting with 1

Levels are Bottoms up,

starting at 0

Keep in mind that Level 0

can also be referred to as

Input Level or InputLevel Data

The example below shows how the generations and levels relate for the Account

Net Income and some of its decendants.


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Generation & LevelCenterExample

WHY WOULD THIS HAPPEN ?

The hierarchy is ragged

meaning that not all membershave the same number ofparents.

HCS Americas Enterprise is atthe input/zero level. However,HCS Americas Legal has

additional children.

When trying to select the datayou want, you need to be awareof what the level or generation isthat you are looking at.

This example shows how Levels can differ even though the generation is the same.

Though this is Center, the concept holds true for all dimensions.


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Once you have all the dimensions updated Refreshthe grid and the updated values

will be displayed. There are two ways to refreshusing the menu option (either

right-click on the grid or select Hyperion from the menu bar) or the Refresh button.

SmartViewRefresh Report


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SmartViewPositioning DimensionsThere are a number of ways to move dimension onto or within the grid. The

following pages will give examples of the two most common.

Drag and drop: Left click and hold in the middle of the cell containing thedimension you want to move, drag it to where you want it on the grid and

then let go (drop) the dimension in place.


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SmartViewPositioning DimensionsInsert and type: Insert a row (or column) where you want the dimension to

be, Type the value for the dimension as it appears in the POV box or a

member that you are sure of the name, click the refresh button, and the gridand POV will be updated.


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Choose Options from the end of the SmartView Tool Bar or click on

Hyperion Options near the bottom of the menu.

SmartViewOptions

SmartView Options Ad Hoc


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SmartViewOptions Ad HocSuppressing Types of Data

! Rows ONLY !

No Data/#Missing to suppressrows containing cells for which no

data exists in the database(no data is not the same as zero)

Zero to suppress rows thatcontain only zeroes

No Access to suppress rows thatcontain data that you do not havethe security access to view

Invalid to suppress rows thatcontain invalid values

Underscore Characters tosuppress underscore characters in

member names

Repeated Members to suppressrepeated member names

Change your navigation Modeto makenavigation operations faster such as

Pivot, Zoom, Keep Only and Remove

Only. This allows you to navigate thehierarchy without retrieving data fromthe database.

Enter a value between2 and 100

Retrieve Data at

Next Level:the childrenof the selected member(default)

All Levels:all

descendants of theselected member

Bottom Level: the lowestlevel of member in adimension

Sibling Level: thesiblings of the selectedmember

Same Level: allmembers at the samelevel as the selectedmember

Same Generation: allmembers of the samegeneration as theselected

member

NOT AVAILABLE

FOR ESSBASE

Member Retention

Include Selection: Keeps theselected member along with the

other members retrieved as theresults of the zoom performed(Default)

IGNORE

FOR ESSBASE

SmartView Options Display


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SmartViewOptions Display

Replacement

For data cells in you EssbaseExcel report Grid whose data

is either missing, invalid, orinaccessible (because you donot have permission to viewthe data), you can specifyeither text or#NumericZero(0)replacement labels.

!Important !: Text labelreplacements, #INVALID forexample, are descriptive butthey cause Excel functions toFAIL.

IGNORE

FOR ESSBASE

IGNORE

FOR ESSBASE

Scale

Scale:The value indrop-down is the scalevalue for the data inthe report Grid

Decimal Places:select the number ofdecimal places to bedisplayed in thespreadsheet

! Important ! :TheUse Excel Formattingoption overrides theUse ThousandsSeparator option whenboth are selected.

Format

You can let Smart View control cellformatting or you can control formattingby using Excel formatting functionality.

When you use Excel formatting, SmartView does not reformat cells based onthe grid operations you perform.

Smart View does preserve the formattingon the worksheet between operations.

Use Excel Formatting is supported forrefresh and submit actions but NOTforzoom or pivot operations.

S Vi Z I N L l


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Once the members selected and positioned

additional detail maybe required. To see thechildren of BV, for example, highlight BV and then

choose the Zoom In button from the tool bar or

Hyperion->Ad Hoc Analysis->Zoom In from the

Hyperion menu. The children of BV are now

shown.

SmartViewZoom In Next Level

S tVi Z I B tt /I t


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If input level is desired, change the Zoom In from

the Options box to Bottom Level then double click

on the member . All input level items are shown.

SmartViewZoom In Bottom/InputLevel

Before EACH Double-Click/Zoom-In check your Options to make sure it is set as

you want it to be. If it comes back incorrectly, choose Undo from the menu,

change the option and try again. (If you have bottom level on a large

dimension, it may take quite a bit of time for the report to come back.

S tVi K O l


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As a member is drilled on, analysis may only need to be done on

one member. Instead of deleting lines in Excel, there is an option

to Keep Only the member you require.

SmartViewKeep Only

S tVi R O l


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Similar to Keep Only, the required analysis may not need a

member. The line could be deleted but this can also be used for

columns, etc.

SmartViewRemove Only

S tVi U d


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If you happen to make an error in your report, there is an Undo option. This option

can be found under the Hyperion menu or on the Hyperion toolbar. The number of

times that Undo is available is set under Options from the Hyperion menu.

SmartViewUndo

S tVi S R


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To control the size of the report, there are options to suppress certain rows. For the

last two options, it affects particular cells not entire rows.

SmartViewSuppress Rows

No Data/#Missingrepresents an emptyintersection in the database.

Zerointersection in the database has a zerovalue.

No Accessuser does not have access to theselected portion of the database.

Invalidrows that have invalid data (notgenerally used)

Underscore Characterssuppressunderscore characters in member names

Repeated Members - repeated membernames in either rows or columns

S tVi R l t


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Controls how certain values are displayed in the SmartView report.

SmartViewReplacement

No Data/#Missingrepresents an emptyintersection in the database. Using#NumericZero will replace the default value#Missing to a 0 that Excel will recognize asa numeric value and will handle it properly incalculations.

No Accessuser does not have access to theselected portion of the database.

Invalidrows that have invalid data (notgenerally used)

It is recommended that #No Access Label and #Invalid/Meaningless are notreplaced with a zero or other text value. These messages will provideinformation that will help determine if the user needs to have additional accessadded or if there is an issue with the database/formula.

S tVi S l / U E l


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SmartViewScale / Use ExcelFormat

Additional Display options are for Scaling andthe use of Excel Formatting.

Scale allows the user to set how they wish tosee the values in the report. Drop down thearrow and choose how you want the numberto appear. A sample of your choice will appear

in the box below. The example shown wouldscale the numbers in Thousands.

Caution: The selection of scale is specific to each user. If the report is scaled3 (thousands) for your session and you send it to someone who has their scaleset to 6 (millions), when the recipient opens the report it will show as millions.

Use Excel Formattingkeeps the formatting created through Excel to bemaintained when data is refreshed. The formatting will not be kept if data iszoomed in/out or if dimensions are pivoted from columns, to rows, to pages, tofilter.

Q D i O i


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Query Designer - Overview

With Query Designer, you can:

Create a new report

Design queries from default reports

Extract queries from existing reports

Share queries with other users

Query Designer is used to design report layouts and select members for

queries against a Hyperion database.

Q D i Wh t fi d it


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The three options to get to Query Designer

Query DesignerWhere to find it

Right-click method

Menu method

Toolbar method

On the Hyperion menu, Query is near the bottom

Q D i W k h t


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Query Designer - Worksheets

After clicking on Query Designer worksheets some ad hoc operations are disabled

until the query is launched and the report is populated.

Operations enabled ONLYAFTER running queries:

Formulas

Asymmetric reportsComments

Blank Rows and Columns

Changes to Alias tables

Ad Hoc actions such as

Zoom-In Zoom-Out Keep-Only Remove-Only Double-Click

Reminder: If any of the changes listed to

the left are made after running

the query, they will be lost if

Query Designer is opened and

the query is executed again.

Query Designer benefits over ad-hoc reporting

Dynamic selections can be retained. For

example, if AC_J73320000_Expense is chosen

with its 16 G level children, rerunning the query

would pick up if a 17thG level was added. Dimensions are placed in the way that

SmartView needs them. Having a dimension

misplaced could bring back data you were not

expecting.

Q er Designer De elop Reports


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Query Designer - Develop Reports

You can create queries from a blank sheet

You can take an existing report and extract a basic query from the report

Options such as suppress missing rows, repeat member names, andindentation are defined in Ad Hoc queries and can be set while workingin the query sheet but are not applied until after you run the query

Query Designer worksheets are designated by Sheet nameQuery; for

example Sheet1Query

After running a query, a report sheet is created with the name SheetnameReport; for example Sheet1Report and the Sheet name Query becomes hidden

Queries can be saved as .xls files!You can use queries as templates and share them with other users,who may want to run the same query and modify the selections fortheir own needs

Query Designer Creating Queries


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Query DesignerCreating Queries

To Create Queries from blank page:

1) Connect to Essbase

2) Click the Query Designer button or select Hyperion, thenQuery, then Query Designer from the menu

3) From the POV toolbar, drag and drop dimensions either torows or columns in the worksheet or the POV itself. Youcan also enter members directly into the report grid.

4) Click Apply Query on the POV toolbar.



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To Extract Queries from Reports:

1) Open a report in Excel

2) Connect to Essbase

3) Click the Query Designer button or Select Hyperion, then

Query, then Query Designer

4) Modify the Query

Note: Modifying the query does NOT preserve the formatof the original report after running the query.




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Editing Queries:

1) Select the Query Designer sheet SheetnameQuery;

for example, Sheet1Query

Note: If the Query Designer sheet is hidden, select Hyperion, then Query,then Query Designer. The Query sheet is now displayed.

2) Edit the Query, such as adding new members, pivoting,removing members, and specifying data filters.


! Important Note !

Rerunning queries regenerates the report, therefore any changesto the report, such as zooming in on members and enteringcomments are lost.



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Query DesignerCreating QueriesFiltering Members in Queries:

You can filter members during member selection by:

Children: Selects only children of a specific member Descendants: Selects all descendants of a specific member

Levels: Selects members by level number

Generation: Selects members by generation number

Using the member selection dialog box, specifying member filters inserts the code

that SmartView needs (syntax) into the report grid.

Query Designer Filter Syntax


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Query DesignerFilter SyntaxWhen using Query Designer to make dimension selections, instead of

displaying what will be shown on the report, it shows the code used to

bring back the results. Similar to most languages, syntax refers to therules for the proper creation of a sentence, in this case a line ofprogramming code.

For Example: To filter for Descendants of Net Income, the syntax is

DESCENDANTS([AC_N95000000 Net Income])

You can modify the syntax statement by editing the cell. Instead ofmaking multiple selections you can copy and paste the statement andreplace the member, the account in this case

For Example: To add the Descendants of Balance Sheet the report wouldlook like this:

DESCENDANTS([AC_N95000000 Net Income])

DESCENDANTS([AC_P00000000_Balance Sheet])

Query Designer Filter Syntax


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Query DesignerFilter SyntaxSetting up the filter uses a Member Selection box similar to the shown

earlier. Find the member needed on the report, move it to the right

side of the box, choose the filter button at the top of the right box,choose the type of filter required, make additional selections thenchoose OK.

Generation & Level Account


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Generation & LevelAccountExampleTo Filter Level 0 data for External Sales, the syntax isDESCENDANTS([AC_G73110000 External Sales],[AC_G73110000 External

Sales].DIMENSION.LEVELS(0)) Take Note:

Generations are Top down,

starting with 1

Levels are Bottoms up,

starting at 0

Keep in mind that Level 0 can alsobe

referred to as Input Level or Input

Level Data

Generation & Level Center


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Generation & LevelCenterExampleTo Filter Generation 7 data for CC_P50000_HCS Americas, the

syntax is

([CC_N50002_HCS Americas DistributionHQ].GENERATIONS(7).MEMBERS)

Dynamic Data Points


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Dynamic Data Points

To present data, Word or PowerPoint is often preferable to Excel.

Smart View enables you to copy data points from Excel and paste theminto Word or PowerPoint, creating linked views (dynamic data) betweenapplications.

You can copy and paste data points from:

Excel to Word and PowerPointWord to Word and PowerPoint

PowerPoint to Word and PowerPoint

The data points retain their original Excel-based query information, thus

enabling users to perform data analysis.

Dynamic Data Points contd


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Dynamic Data Points contd.

Remember:

Dynamic data points are maintained in the report. However, if you copy andpaste data points within Excel, the data points are NOT linked to the Excel grid.

When copying and pasting from Word to PowerPoint, or vice versa, data isdisplayed in a straight line. The tabular format is preserved only when copyingdata from Excel into Word or PowerPoint.

Excel formatting is preserved when data is pasted into Word and PowerPoint.Apply the formatting in Excel before copying and pasting data.

You can use Word or PowerPoint tools to change number formatting.

Dynamic Data Points Connecting


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Dynamic Data Points - Connecting

New Data Source needed:

Change the source from Common Provider Connections toIndependent Provider Connections.

Dynamic Data Points Connecting


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Click on Add to create a new connection

Choose URL Provider



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Change the Provider and paste the location

http://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxml

and choose Next.

http://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxmlhttp://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxmlhttp://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxmlhttp://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxmlhttp://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxmlhttp://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxmlhttp://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxmlhttp://hyp-app-dev-01.am.health.ge.com:19000/workspace/browse/listxml


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Name the Connection Hyperion Workspace, describe the data sourceand choose Finish.

Dynamic Data Points - Steps


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Dynamic Data Points - Steps

Step 1: In Excel, select a data cell or range (may or may not include membernames).

Step 2: Click Copy Data or select Hyperion, then Copy Data Points.

Step 3: Open a Word or PowerPoint document.

Step 4: When asked if you want to create a connection, click YES.

Step 5: Click Paste Data or select Hyperion, then Paste Data Points(V).

Step 6: Click Refresh, or select Hyperion, then Refresh.

Dynamic Data Points Word


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Dynamic Data PointsWordExample

Example Copy & Paste Data Points Report in Word

Dynamic Data Points


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Dynamic Data Points

Example Data Points Report in PowerPoint

Essbase Smart View Guru

GE Healthcare

December 31, 2012All -

Here is an example of a Dynamic Data Point copy from Excel into a Worddocument.

GEHC has Net Income for all of GE Healthcare is !

Thank You,

Essbase Report Writer

16,966,014.85

Training Credit andF db k


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