8/7/2019 HyperionTrainingGuide H9

1/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page1of30

AGuidetousingHyperionReports

ContentsRunningareport............................................................................................................................................................2

CompletingaLimit/FilterDialogbox.............................................................................................................................3

Navigatinginsideareport.............................................................................................................................................6

ApplyingFilterstoreducearesultsettoarequiredpopulation....................................................................................9

AddingTotals...............................................................................................................................................................14

Counting......................................................................................................................................................................15

InsertinganewTable..................................................................................................................................................16

Sorting.........................................................................................................................................................................18

Pivots...........................................................................................................................................................................20

ToConvertaPivotintoaChart....................................................................................................................................24

HowtoFocusonagrouptoanalyzeindepth.............................................................................................................25

Gettingassistancewithreports...................................................................................................................................30

8/7/2019 HyperionTrainingGuide H9

2/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page2of30

RunningareportDoubleclickonthereportnametolaunchthereportdocumentinanewwindow:

FollowtheReadMepageinstructionstorunthereport:

8/7/2019 HyperionTrainingGuide H9

3/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page3of30

WarningaboutselectingvaluesinLimit/FilterDialogsboxes

Thiswarningremindsto:

onlyselecttermsneededforreport avoidclickingtheSelectAllbutton(whichcanmakethereportgenerateaverylongquery

commandthatcouldbringtheReportingserverdown).

CompletingaLimit/FilterDialogbox1. Reviewcolumnlimitorfilterbeing

appliedto,toreducedataretrieved.

2. Refertonoteregardingcolumnbeinglimited.

3. Selectvalueneededbyclickingandhighlightingtoselect.

ClickOKtosubmitlimiti.e.complete

thisfilter.

8/7/2019 HyperionTrainingGuide H9

4/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page4of30

Selectvalueneededbyclicking

andhighlightingtoselect.

ClickOKtosubmitlimiti.e.

completethisfilter.

Ifmultipleitemsneedtobeselected:

selectfirstlimitvalue holddownCTRLkeyonyourkeyboard. whileCTRLispressed,clickvaluesto

multiselect.

whenthevaluesneededareselected,clickOKtosubmitlimit

8/7/2019 HyperionTrainingGuide H9

5/30

8/7/2019 HyperionTrainingGuide H9

6/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page6of30

NavigatinginsideareportClickonsectionnamesin

theSectionpanetomovebetweenreportsections

ThereportsContentPane nowshowstheselectedsection,aResultset.AResultsetiscomprisedofrowsofdataretrievedfromthedatabaseinresponsetothequerysubmittedwhilerunningthereport

8/7/2019 HyperionTrainingGuide H9

7/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page7of30

UsingtheDataLayoutPanetorearrangecolumnsinaResultsetTodisplaytheDataLayoutpane,clicktheDataLayouttogglebutton:

TheDataLayoutpaneisdisplayed:

ToopentheDataLayoutinaseparatewindow,doubleclickinareabetweenthelineandthelistof

columns.

8/7/2019 HyperionTrainingGuide H9

8/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page8of30

Toexpandopenthewindow,bringthemouseovertheloweredgeofwindowtillitbecomesadouble

headedarrow,thendragopen.

RearrangingcolumnsusingtheDataLayout:1. Clickcolumnnametoselect:2. Draganddropintotoprowtomovetofirstsetofcolumnsofsection:

3. Whenselectedcolumnnameisdroppedtobeginningofcolumnslist,columnincontentpaneismovedtothebeginningnexttoPidm,asupdatedintheDataLayoutsection.

8/7/2019 HyperionTrainingGuide H9

9/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page9of30

ApplyingFilterstoreducearesultsettoarequiredpopulationDisplayingtheFiltersline:ClickontheFilterstogglebutton:

TheFilterslineisdisplayedwithanyappliedfilterse.g.HCasbelow:

8/7/2019 HyperionTrainingGuide H9

10/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page10of30

Toapplyafilter:Clickthecolumnthatreportneedstobefilteredtoorlimitedto.

E.g.TofilterreporttoshowonlyBUSNmajorstudents,doubleclickMajrCode1columnsgreyportioncontainingthedataandNOTtheBlueHeadingcellthatcontainsthenameofthecolumn.

IMPORTANT:Donotdoubleclickthenameofthecolumn,asitwillmodifytheitemsintheSortline

whichmayaffectthecomputeditems.

ClickShowValuestobringupthelistof

allvaluesinthecolumn

8/7/2019 HyperionTrainingGuide H9

11/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page11of30

ThereportisnowfilteredtoshowonlystudentswhohaveBUSNastheirmajorcode1:

SelectvaluetofilterandclickOK.

8/7/2019 HyperionTrainingGuide H9

12/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page12of30

TofilterreporttoshowrowswithNULLorBlankValuesonlyE.g.Toselectstudentswhodonothaveaconcentration2,i.e.Conc2isblank:

CheckoffIncludeNullsto

allowrowswithNullor

blankvaluestobedisplayed

Pullopentheoperatorlist

andselectIsNull

8/7/2019 HyperionTrainingGuide H9

13/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page13of30

OtherUsesoftheFilterDialog

ToRemoveanitemfromtheFilterline

TheFilterdialogcanbeusedtofindrows

where

column

values:

Beginswith Endswith Arebetweenand etc

RightclickandselectRemove

8/7/2019 HyperionTrainingGuide H9

14/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page14of30

AddingTotals1. Selectcolumntoaddtotaltobyclickinginthewhitepartofthecolumn2. ClicttheGrandTotalbutton

Thetotalisaddedatthebottomofthecolumnasbelow:

8/7/2019 HyperionTrainingGuide H9

15/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page15of30

Counting1. Selectthecolumntocountby

e.g.Student

2. RightclickandselectGrandTotal

Pullopenthefunctionlist,select

CountandclickOK.

NotethatanAverage/Min/Maxofa

columncanbefoundthiswaytoo.

8/7/2019 HyperionTrainingGuide H9

16/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page16of30

InsertinganewTable

AnewblankChildtableisaddedbelowtheParenttablepreviouslyselectedintheSectionpane.Ithas

theproperties,limits/filtersanddataoftheParentsection.

8/7/2019 HyperionTrainingGuide H9

17/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page17of30

Toaddcolumnstoanewsection,dragthecolumnnamesfromtheCatalogPaneontheleftanddrop

intotheDataLayoutpane

Thecolumnisaddedtothe

newtable

8/7/2019 HyperionTrainingGuide H9

18/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page18of30

SortingTIP:Itisbettertosortinanewtablesothatexistingcomputeditemsarenotaffectedifdependenton

thereportdatabeingsortedacertainway.

E.g.TheclasslistreportsuppressesduplicatesbyuseofthecomputeditemcalledHC(HeadCount)thatcompares2rowsofdataatatimetoseeifthepriorrowsvalueforStudentisthesameasthecurrent

one.IfthereportwasnotsortedbyStudent,thiscolumnmayfunctionincorrectly.

DisplayingtheSortlineClickSorttogglebutton:

TheSortlineisdisplayedwithappliedsortsineffect:

8/7/2019 HyperionTrainingGuide H9

19/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page19of30

AddingitemstotheSortline

TheSortLinenowhasthecolumnnametosortbyandviewingtheresultsshowsthereportisnow

sortedbythenewcolumn.

Clickanddragthe

greycellabovethe

nameofthecolumn

anddropitintothe

Sortline.

8/7/2019 HyperionTrainingGuide H9

20/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page20of30

PivotsApivothas3mainsectionsanditsPivotDataLayouttoohas3correspondingsections

RowLabelsItemscanbepulledintotherowlabelsjustlikeintheDataLayoutintheTablessection.Thiscauses

valuestobelistedincolumnsnexttoeachotherbutwithrelatedvaluesaligned.

E.g.intheaboveexample,thelevelcodesrelatedtothequartercalendararealigned/groupedwiththe

QTermTypecodewhereasthesemesteronesarelistedwiththesemesterTrmtCode.

FactsSectionThissectioniswherecalculationsanddatafunctionsareapplied.Acolumndroppedintothissectionof

thePivotDataLayoutwillbeaddedbydefaultasthesectionsdefaultfunctionissum. Intheabove

example,theTermHC(TermHeadcount),whichisavalueof1foreachstudent,isputintotheFacts

section

to

generate

the

total

number

of

students

registered

for

a

level.

ColumnLabelsAllowsitemsinthefactitemstobegroupedbyitemsintheColumnLabels. Intheexampleabove,

addingthetermcodetotheColumnLabelswouldcausethetotalstobesplitinto2columnsshowing

theheadcounttotalsforthoseregisteredfor200731semestertermseparatelyfromthe200735quarter

term.

RowLabels ColumnLabels Facts

8/7/2019 HyperionTrainingGuide H9

21/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page21of30

CreatingaPivotE.g.FindtotalnumberofstudentsregisteredbyCollege

ClickanddragCollCode1CatalogPaneintotheRowLabelstolistallthecolleges:

8/7/2019 HyperionTrainingGuide H9

22/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page22of30

Togettotalstudentsregisteredforeachcollege,addtheTermHCintotheFactssection.Sincethe

sectionsdefaultdatafunctionisSum,itaddsalltheonestoprovideasum.

8/7/2019 HyperionTrainingGuide H9

23/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page23of30

TosplitthetotalsbyTermCodestudentisregisteredfor,addtheTermCodeintotheColumnLabel

sectionofthePivotDataLayout:

8/7/2019 HyperionTrainingGuide H9

24/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page24of30

ToConvertaPivotintoaChart

8/7/2019 HyperionTrainingGuide H9

25/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page25of30

HowtoFocusonagrouptoanalyzeindepthE.g.TofindouthowmanycoopstudentsinCollegeBarefulltimeundergraduateECONmajors:

ClickonvalueFTunderRegTimeStatustohighlightalloccurrencesofFT. RightclickandselectFocus

onItemtohideallnonFTvalues

8/7/2019 HyperionTrainingGuide H9

26/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page26of30

FocusonCollegeBnextbyrightclickingvalueBintheCollCode1column,andselectingFocusonItem.

Thiswillhideallothercolleges.

8/7/2019 HyperionTrainingGuide H9

27/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page27of30

ThedrilliconsinthePivotDataLayoutindicatethereishiddendatainthesecolumns.

SimilarlyfocusonUGtoshowonlytheundergraduatestudents:

8/7/2019 HyperionTrainingGuide H9

28/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page28of30

Nexttodrillintothereporttoviewmajorsforthesefulltimestudents,rightclickvalueFTintheReg

Timestatuscolumn,andputthemouseoverDrillAnywherewithoutclicking,toopentheCatalogPane:

8/7/2019 HyperionTrainingGuide H9

29/30

AcademicInformationandSystems UsingHyperionreports

April2008 Page29of30

ClickMajrCode1toaddittothepivot:

Toviewindividualstudentsinthispopulation,selectthemajors,rightclick,DrillAnywhereandselect

UnivId

Togobackuponelevelofdetail(i.e.theoppositeofDrillAnywhere),rightclickonUnivIdinthePivot

DataLayoutandselectDrillUp:

8/7/2019 HyperionTrainingGuide H9

30/30

AcademicInformationandSystems UsingHyperionreports

Thereportrevertstotheformerlevelofdetails:

GettingassistancewithreportsConsulttheHyperionFAQsectionontheAISwebsiteathttp://www.drexel.edu/provost/ais/faq/.

Ifyoustillhavequestions,createaticketintheappropriatequeueasdescribedat

http://www.drexel.edu/provost/ais/faq/#tickets.