User Guide for Explorer Users 2015.1 - is.community.s3 ...is.community.s3.amazonaws.com/Documents/User Guide... · Favorites ... Status Bar - A customizable bar that ... Color for

User Guide forExplorer Users

Version 2015.1

Desktop Reporting (Edition 1)

Document Information

NOTICES

COPYRIGHT

Hubble® is a brand name of the insightsoftware.com Group. insightsoftware.com is a registered trademark of insightsoftware.com Limited. Hubble is a registered trademark of insightsoftware.com International Unlimited.

Other product and company names mentioned herein may be the trademarks of their respective owners. The insightsoftware.com Group is the owner or licensee of all intellectual property rights in this document, which are protected by copyright laws around the world. All such rights are reserved.

The information contained in this document represents the current view of insightsoftware.com on the issues discussed as of the date of publication. This document is for informational purposes only. insightsoftware.com makes no representation, guarantee or warranty, expressed or implied, that the content of this document is accurate, complete or up to date.

DISCLAIMER

This guide is designed to help you to use the Hubble applications effectively and efficiently. All data shown in graphics are provided as examples only. The example companies and calculations herein are fictitious. No association with any real company or organization is intended tor should be inferred.

VERSION HISTORY

The following table description here.

CUSTOMER SUPPORT

For more information regarding our products, please contact us at http://gohubble.com/.

For product support, please create a case with our Customer Support Department via our Support Portal, which is accessed at http://supportportal.insightsoftware.com/.

Date Revision Software Version Comments

7/23/2015 1.0 2015.1 First release of Hubble branding and updated for the 2015.1 release.

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http://gohubble.com/.

http://supportportal.insightsoftware.com/

CONVENTIONS USED

Throughout this document you will see words and phrases that appear in different formats and fonts. The following table describes the typographical conventions used in this document.

Item Convention Example

Bold in procedures, Titles Capitals. Menu names, commands on menus and buttons, titles of dialog, sections and boxes where you enter information.

Click Log Out.

Common button titles. First letter of button titles are capitalized, except for the OK button, which is all capitalized.

OK and Cancel buttons on a confirmation dialog box.

Key names, key combinations and key sequences.

All Uppercase letters ENTERCTRL + TABCTRL + ALT+DELETE

Images clarify functionality being explained.

Italicized text indicate names of tables, etc.

Hyperlinks are used throughout the document to point to resources that may be required or offer additional information about the task at hand.

Blue text with underlined. http://www.google.com

Important tables show important information that assist the user.

Tip or best practice.

Notes contain additional information for the user.

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The icons below are used in Hubble documentation to indicate type of user, experience and the ERP system applicable to the document and/or specific content inside a document.

Icon User Type Icon Experience Icon ERP Type

Explorer Explorer users can consume content and contribute to planning.

Cloud JD Edwards

Power Power users can consume or create content, administer and contribute to planning.

Desktop Oracle

Designer Designer users can consume, create and extend content, as well as build, administer and contribute to planning.

Web PeopleSoft

Budgeting

AdministratorAdministrator users administer the Hubble Product.

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Contents
Document Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iCopyright . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iDisclaimer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i

Version History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i

Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i

Conventions Used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii

Chapter 1 - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Groups Within a Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Backstage View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Access Backstage View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Exiting Backstage view. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Home Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Restatement Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Budgeting Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Quick Access Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Options with the Quick Access Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Minimizing the Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Multiple Profiles and Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Items Validated. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Access to Inquiries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2 - Features and Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Making Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11More on Standard Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

More on Group Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Selecting Specific Values in a Group Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14More on Date Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15More on Hierarchy Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Visual Assist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Activating the Assist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Query by Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Exact Matching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Contents: Page 1

Wildcard Matching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18QBE options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Null Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Comment Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Entering Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Restoring Sort Order within a Column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Running Inquiries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Titles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Formatting an Inquiry Title . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Status Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Managing Inquiries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Closing Inquiries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Report Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30Report Bursting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30Stopping an Inquiry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Folder Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Showing Descriptions in the Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Localization tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Localization Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Localization Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36User Interface Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Linking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Execute a Link. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Default Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Exporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Exporting to Microsoft Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Excel Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Options tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Cover Sheet tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Report tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Breaks tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Overwrite Workbook Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40Exporting to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

PDF Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Breaks tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Exporting to Microsoft Word . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Word Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Style Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Contents: Page 2

Creating a Style Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Selectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53Use Selectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Change a selector value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Charts and Graphs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55Chart Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Currency Restatement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Access to Currency Restatement Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Using Restatement Periods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Viewing the Underlying Exchange Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

User-Defined Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58Create a UDF Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Default User Defined Filter Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Applying a User Defined Filter Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Filter Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Contents: Page 3

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Chapter 1
IntroductionHubble® is an integrated suite of performance management apps. It offers reporting, analytics and planning in a single, real-time solution that fully understands your ERP. Hubble is built on a simple idea – that things should be easy. Hubble integrates your critical business systems so end users at all levels of the organization have access to live data – extraordinarily fast. With this type of visibility, everyone can easily understand, manage and predict the business. Redundant processes disappear, and a high-performance business can emerge.
Explorer users can view and run inquiries created by other users, all in real-time, in order to make timely and better-informed decisions. While Explorer users have limited interactivity with the inquiries, they can filter the data in order to focus on specific information and drill down to other inquiries. Users can create print and export inquiries, as well as utilize quick access features like favorites and report packs.

USER INTERFACE

Hubble adopts the most recent Windows-style interface, using a Ribbon Toolbar which is organized in menus by common functionality. The contents of the ribbon are contextual; they change according to the item you in which you are focused. The ribbon buttons are active when they are in color and grayed out when inactive.

● Backstage View – Accessed by clicking the File menu, from this view you manage your docu-ments

● Menus - The different tabs across the top of the screen● Filters - Used to select the data on which to run the inquiry● QBE Line - An additional way to filter on data being returned in the inquiry● Inquiry Results - The results returned after running the inquiry● Status Bar - A customizable bar that displays at the bottom of the screen, showing specific

details about the inquiry ● Zoom Control – A control used to zoom in and out of the inquiry

Introduction|User Interface Chapter 1 - Page 1

GROUPS WITHIN A RIBBON

Buttons on the ribbon are organized into groups according to function. In the example of the Home menu, the first group is the Documents group:

BACKSTAGE VIEW

The Backstage view within Hubble includes the set of commands you use to do things to a document. Within this view, you manage your documents and see related data about them; you can create a new inquiry, open and close inquiries, output inquiry results, view permissions, and more.

ACCESS BACKSTAGE VIEW

To access the Backstage view, click on File:

Ribbon

Menus

Filters

InquiryResults

Status Bar Zoom Control

QBE

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Commands available within the Backstage View include:

● Open - Open an existing inquiry● Open Form - Open an existing budgeting form● Close Inquiry - Close the currently-opened inquiry● PDF - Export the currently-opened inquiry to PDF format● Excel - Export the currently-opened inquiry to Microsoft Excel®● Word - Export the currently-opened inquiry to Microsoft Word®● Show Properties - View properties for the currently-opened inquiry● About Hubble - (Display product information, role/responsibility)● User Preferences - (Set defaults)

○ Excel format

○ Color for Piano Lines

○ Localization Settings date and number format to override the Windows regional settings; JDE language setting

○ Change password

EXITING BACKSTAGE VIEW

To quickly return to your inquiry from the Backstage view, click the arrow in the upper left corner or press ESC on your keyboard.

MENUS

HOME MENU

● Run - Execute an inquiry based on the currently selected filters to return a result set● Open - Open a previously saved inquiry from the Object Repository● Close Inquiry - Close the currently active inquiry● Close All – Close all open inquiries● Favorites - Add an inquiry as a favorite for easy retrieval, manage favorites and retrieve pre-

viously marked favorites● PDF - Output single or multiple result sets in PDF format for subsequent printing● Excel - Export single or multiple workbooks to Microsoft Excel● Word – Output single result set to Microsoft Excel ● Print Options – Set the options to export to PDF● Excel Options - Set the options to export to Microsoft Excel● Word Options - Select the options to export to Microsoft Word

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● Enter Comments – Enter comments in a comment column● Filter Selections – Specify selections for any filter regardless of whether the filter is available

on the screen or not● User Defined Filters – Define and save pre-set filter criteria to be used in inquiries● Choose Selectors – Specify the current value for the defined selectors● Sort Ascending – Sort the selected column in ascending order● Sort Descending – Sort the selected column in descending order● Restore Sort – Restore to original sort order● Subtotals/Headers – Toggle whether subtotals and headers are displayed in the inquiry● Hide Details – Set whether headers and totals display without the detail lines● Show Chart - Toggle whether chart, data or both display in the inquiry● Default Drill Link - The link that will be used as the default, meaning when you double-click

on a value, that link will be used

RESTATEMENT MENU

● Exchange Rate Restatement

Display all exchange rates used in the current report, given the current filter settings

BUDGETING MENU

● Activities - Open the Budget Setup dialog● Hubble Ledgers - Define a ledger for use in budgeting or forecasting● Forms – Define a form for use in budgeting or forecasting● Open Form – Review budgeting forms and their related cycle and status, as well as open the

form● Enter Budget - Toggle going in and out of Budget Entry Mode, enabling you to enter budget-

ing or forecasting data into the form defined● Enter Comments - Enter comments associated to a specific row● Finalize - Enabled only if a cycle is ready to be finalized, this button will prompt you with con-

firmation request if selected● Cycle Status - Open the Cycle Status dialog● Upload - Upload your Microsoft Excel workbook back into Hubble● Download - Download the designated Microsoft Excel workbook from the repository to the

local workstation● Create - Create an Excel export to use the budgeting form as a reusable model

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● Cascade - View the progress of each item as well as the overall progress of Cascade.

QUICK ACCESS TOOLBAR

The QAT or Quick Access Toolbar is located at the top left corner of the screen and it allows you to quickly access the operations you access most frequently, such as Run:

The buttons in the Quick Access Toolbar are retained after logging out and back into the application.

OPTIONS WITH THE QUICK ACCESS TOOLBAR

When you click on the arrow to the right of the Quick Access Toolbar, you have three options:

● More Commands● Show Quick Access Toolbar below the Ribbon● Minimize the Ribbon

Quick Access Toolbar Customization

To customize the Quick Access Toolbar, follow these steps:

1. Click on the drop-down menu of the toolbar and select More Commands:


2. All available commands are in the left panel. Select the command(s) you wish to use by moving it to the right hand side. On the right side is a list of all buttons that are currently included in your Quick Access Toolbar.

3. Click OK to save your changes and return to the inquiry.

To Undo an Option in Regards to the Quick Access Toolbar

To undo an option, such as the option to place it below the ribbon, click on the drop-down to the right of the Quick Access Toolbar and select that option again to de-select it.

Shortcut to Add Commands to the Quick Access Toolbar:

1. Highlight the button/function you wish to add to the Quick Access Toolbar, e. g. PDF.

2. Right-click and select Add to Quick Access Toolbar.

Viewing the SQL Statement Being Used to Run the Inquiry

This is a common function that users add to their QAT First, your Administrator must grant you the capability to view the SQL statement being used to run your current inquiry. This is set in Administrator in Advanced Capabilities under Feature Control > Advanced Tuning. Set Editable to Yes and mark the checkbox to Show the Advanced Tuning Feature.

Once the capability is set, you can add this command to your Quick Access Toolbar by doing the following:

1. Click on the drop-down menu to the right of the Quick Access Toolbar.

2. Select More Commands.

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3. Scroll to the bottom of the available commands and under the Commands Not On Ribbon heading, highlight View SQL and click Add to add it to the right panel.

4. Click OK to return to your inquiry. The View SQL command will be added to your Quick Access Toolbar.

5. After adding filter criteria to your inquiry, you can now click the View SQL command in the Quick Access Toolbar to view the SQL statement.

MINIMIZING THE RIBBON

There are two ways you can minimize the ribbon:

1. Click the drop-down menu to the right of the Quick Access Toolbar and select Minimize the Ribbon:


2. Double-click any of the menus, such as Home:

To maximize the ribbon again, follow the same steps as listed above, either going to the drop-down menu to the right of the Quick Access Toolbar or by double-clicking on any of the menus.

GETTING STARTED

LOGGING IN

As soon as you launch Hubble, you are presented with our log in dialog.

1. Enter in your User name and Password. Your Hubble administrator can assist you with this information if you do not know it.

JD Edwards World Users will always use the same password that they use to log into JD Edwards.

Chapter 1 - Page 8 Introduction | Getting Started

2. Your default profile or role displays but is dimmed. If these are the login credentials you wish to use, click Explorer:

3. If you need to change the Profile or Role, click User another role, at which point the Profile or Role fields will be enabled and you can select the appropriate login credentials you wish to use.

4. Once you have done that, press Enter or click Explorer.

5. Once you have successfully logged in, you will be in the Hubble application!

MULTIPLE PROFILES AND ROLES

In your underlying ERP system, if you have access to multiple environments (which are represented in Hubble Profiles) or roles, you much choose which one(s) you wish to use when using Hubble. If you only have access to a single profile or role, the application will continue to login directly to that profile or role.

If you have access to multiple roles in your underlying ERP system and security is enabled for your chosen profile, you are prompted to choose which role you wish to use when logging into Hubble. The drop-down list is comprised of all the assigned roles and an option called *ALL; *ALL represents the user’s active roles associated to *ALL role in J. D. Edwards. If you select a specific role, only the security for that specific role will be applied when security is applied at the role level. If you select *ALL, the security associated with your active roles in *ALL role in J. D. Edwards will be applied when security is applied at the role level.

In your underlying ERP system, if you have access to multiple environments, those which are represented in Hubble Profiles, or you have access to multiple roles, you much choose which one(s) you wish to use when using Hubble. If you only have access to a single profile or role, the application will continue to login directly to that profile or role.

When a profile or role has been selected from the drop-down menu, you have the opportunity to mark the selection as a default profile/role by checking the Set as Default Profile/Set as Default Role checkbox in the dialog. The system will remember this selection and on subsequent logins will display it in the selection box by default. If this box is disabled, this means that the profile/role selected is already marked as the default profile.

Introduction | Getting Started Chapter 1 - Page 9

ITEMS VALIDATED

After you have entered in your username and password, the application carries out the following tasks:

1. Determines which modules you are licensed to and enable them accordingly.

2. Retrieves various ERP settings, e. g. the current fiscal date period and year, Business Unit Security and the Automatic Accounting Instructions (AAIs) to determine the start of the Balance Sheet and Income Statement object accounts.

3. Retrieves user preference settings, such as the filters to be used and the inquiry views that will be enabled.

4. Retrieves user profile settings, such as inquiry favorites.

The application may take a few minutes to fully activate depending on various factors such as the specifications of the client machine, the location of the ERP server and the configuration of the profile. While this is occurring, the standard Windows hourglass icon will appear. A progress update is available by viewing the messages in the progress bar that appears on screen. When this initialization process has been completed, a welcome message will be shown at the bottom of the main inquiry screen.

ACCESS TO INQUIRIES

In order to view an inquiry, an Explorer user must be granted Read Permissions to the inquiry as well as the folder(s) in which it resides.

For example, if a Power user has an inquiry in the below path, this user would need to grant Read Permissions to the inquiry itself as well as all the folders in the tree structure in which it resides: Accounting Dept Shared Reports, Month End Reports, and January.

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Chapter 2
Features and Functionality
MAKING SELECTIONS

There are several ways to select data. The report creator determines which of these are available to the Explorer user.

● Filters● Visual Assist● Query by Example (QBE) Line

Additionally, there may be filters that are being applied to the inquiry that are not displayed; these are also set up by the report designer. From the Home menu, you can click on Filter Selections to view all filter selections within that inquiry, regardless of whether they are displaying or not.

FILTERS

Filters, placed at the top of the screen, allow you to narrow down your inquiry results by selecting the data to be displayed. Each template has different filters, which are set up by the report designer. The filters shown below are those in the General Ledger Balances Template:

An asterisk (*) is a wildcard, meaning all selections will be returned for that filter unless a specific value(s) is entered.

Once you have tabbed out of the filter or clicked somewhere else, the filter will highlight in red if the selection is invalid. If you run the inquiry, you will receive a validation error that tells you which value(s) in the filter is not valid.

Filter data is verified using the model Business Unit(s) defined during the application configuration process. Therefore it is possible that the user may enter what they consider to be a valid entry, only for it to be rejected as being invalid. In such cases it is highly probable that the entry has not been included within the model business unit. This scenario can be avoided through the use of visual assists or account ranges.

Multiple filter selections can be made by using a comma to separate values. When multiple values are entered into a particular filter, the background color of the filter is changed to green. This is for visual purposes only and does not change any functionality. The only exception to this is when in Chinese

Features and Functionality|Making Selections Chapter 2 - Page 11

input mode. In this case, Chinese characters, commas and colons are not recognized by filters. This is due to the comma and colon being different characters in Chinese punctuation.

When making multiple selections, each selection is validated. If any of the selections are invalid, the entire filter is shown in red. To determine which value(s) is invalid, hover over the filter to see a help message with this information.

There are four types of filters:

1. Standard Filter - The most common type filter is the Standard Edit Filter; you can select data by typing directly into the filter or by using the associated Visual Assist to make selections. An example is the Object Account filter:

2. Group Filter - Group filters are a special type of standard edit filter and share many common features, such as the option to type directly into the filter and use a Visual Assist. The unique aspect of a group filter is its ability to work with multiple sets of related items.

Group filters are used to group items together - category codes, attributes, or subledgers. The below example shows how to make multiple selections from both Business Unit Category Codes 1 and 2. In this case, we are selecting values 110, 115 and 120 from BU Category Code 1 and values 210, 220, 230 and 240 from BU Category Code.

3. Date Filter - The Date Filter allows you to select data based on a period or range of dates using from the From and To filter controls.

4. Hierarchy Filter - The Hierarchy Filter allows you to select and apply selection criteria to any hierarchies that have been created:

There are two ways to select criteria in a filter:

1. Manual entry

a. Clickwithinthefilter.

b. Type in the value.

c. To validate the value, click out of the filter using the left mouse button or press Tab to go to the next filter.

2. Visual Assist

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MORE ON STANDARD FILTERS

A standard edit filter allows you to input/select values for one data element. The following options can be used in standard filter fields. These can be used in any combination by separating each value with a comma.

Filtering on Blank Text

BLK is the default setting for BLANK. The text can be used as a single value or as part of a list of values. This special text is configurable in Report Options, as is the setting for Missing Text.

Equal to/not Equal to Buttons

By default, all filter criteria is applied with ‘equal to’ logic. To change a value to ’not equal to,’ click the equal button on the filter field. This will change the button from equal to ’NOT equal to.’ Clicking it again changes it back to ’equal to.’

Option Example Description

Item A Items that are equal to the one item listed in the filter

List of Items A,B,C Items that are equal to the list of items in the filter

Range A:C Items that are in the range of values in the filter (This feature is only available for manual entry within the filter itself, rather than with the Visual Assist. However, when using the Visual Assist, any ranges that have been manually set are displayed.)

Greater Than >C Items that are greater than the value specified in the filter

Greater Than or Equal To

>=C Items that are greater than or equal to the value specified in the filter

Less Than <C Items that are less than the value specified in the filter

Less Than or Equal To

<=C Items that are less than or equal to the value specified in the filter

Wildcard C* The wildcard is positional and will bring back all the items that start, end or contain a specific value. This example will return all values that start with the letter C

Filter fields that are used to define the amount columns (e. g. Period, Ledger & Year on the Balances Template) can only use single values or lists.

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Options when right-clicking on a standard filter:

● Show Descriptions – set whether the associated descriptions display for these values in the inquiry

● What’s This? - displays the associated caption, file name and field name

MORE ON GROUP FILTERS

Right-click in a group filter to display a list of available category codes and their respective descriptions:

Once a group is selected (such as BU Category Code 02), a standard column representing that group will automatically be displayed in the inquiry results.

SELECTING SPECIFIC VALUES IN A GROUP FILTER

Once selected via right-clicking with the mouse, a syntax is created with a wildcard to show all values. Either manually type in values in place of the wildcard or use the Visual Assist to select specific values.

In the below example, we are filtering for records where:

Business Unit Category Code 1 = 195 or 197 AND Business Unit Category Code 2 = 260 or 270

And/or Logic when Using Multiple Fields in a Group Filter

When multiple fields are included in the filter, it is possible to toggle between AND/OR logic by right-clicking on the filter and selecting the appropriate option. To uncheck the item once it has been selected, right-click on the filter and click on the item to unselect it.

The not equal to option cannot be used when using an asterisk (*) (all selections) as this would mean ‘exclude all’ and would mean that no results are ever returned.


Display Padding Characters Option when Right-clicking on a Group Filter

This option enables the display of any leading spaces or zeros from the code for presentational purposes only.

Using the Not Equal To Function in a Group Filter

To do this, you must have a valid selection in the filter and then you can click the equal to sign to make it a not equals to sign.

This function does not work if you have a wildcard for the category code or attribute.

MORE ON DATE FILTERS

When the dates in a date filter are grayed out, it means that open-ended ranges are being used. When both the From and To filters are grayed out, as shown below, it means all the dates within the system are selected:

To change either the From or To date. follow these steps:

1. Check the box to the left of either the From or To filter:

2. Click in the filter and edit the date by doing either of the following:

a. Type the date directly into the filter.

b. Select from the drop-down calendar that appears when you click the down arrow of the filter. Once the calendar displays, you can also click the little arrows to the left and right of both the month and year to for more selections:

Only the codes and attributes that have been chosen for inclusion are available for selection. This is set by profile in the Administrator application.

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Combined Date Filter

This enhanced date control is only found on certain transaction inquiries in the General Ledger, Fixed Assets, Job Cost and Advanced Cost Accounting Modules when using weekly reporting:

Selecting Period modifies the filter controls to select Period numbers, and selecting Weeks modifies the filter controls to select weeks. This filter cannot be disabled as it is a safety feature to prevent the inquiry searching across the entire Account Ledger (F0911).

MORE ON HIERARCHY FILTERS

There are two parts to the hierarchy filter:

1. The drop-down list on the left that allows you to select the hierarchy to use in the inquiry

2. The edit filter on the right that allows you to filter on specific components of the hierarchy (levels and/or items)

Viewing filter selections

In the Filter Selections dialog, you can view your filter selections.

1. On the Design menu in the Setup group, click Filter Selections.

2. In the Filters Selection tab, view all the filters currently being used to select the data returned on the inquiry.

3. In the Make Selections tab, change your filter selection as needed. This will update the filters in the main inquiry screen.

Hiding filters

To display more data on the screen, you can hide the filter selection by clicking the (-) sign at the top left corner of the filter section. Once hidden, a (+) sign appears and clicking it will display the filter section again:

The combined date filter defaults to the JD Edwards current period (General Accounting current period for company 00000).


VISUAL ASSIST

Visual assists, available for selected filters, provide a way to search for filter selections.

ACTIVATING THE ASSIST

To activate the assist, click on a filter and then click the magnifying glass button to the right-hand side of the filter.

This brings you to the Visual Assist dialog that is specific to that filter. It is split vertically into two halves; the left panel displays a list of available selections and the right panel displays the list of current selections. Using the arrows, you can move the selections as needed.

The available selections were made by the Power User who designed your specific report.

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QUERY BY EXAMPLE

Explorer users can access the Query by Example or QBE line; however, this functionality is turned off by default and must be enabled by the Power User when designing the inquiry. When enabled, you can use the QBE line to narrow down the search results. The QBE line can be used in conjunction with a filter (again, if the filter has been made available), so the two criteria work in conjunction to return the data being selected.

To use the QBE line, double-click in the white space above the relevant column and type in the search criteria.

In the example below, you see two different filtering mechanisms; exact matching and wildcard matching.

EXACT MATCHING For example, to search for Object Account 5010, enter the exact value into the Object Account Column in the QBE line. All accounts matching this value will be displayed.

WILDCARD MATCHING

Some text is used to identify selections, giving a match at the beginning, end, or both beginning and end of the character string. For example, the asterisk character (*) is used to search for Object Accounts that start with 51, e. g. 5110, 5150, etc. Had the asterisk appeared prior to the value 51 (e. g.

Chapter 2 - Page 18 Features and Functionality | Query by Example

*51), then Object Accounts such as 1151, 1351, 2551, etc. would be returned using this criteria. Searching on *Sales* would return ‘Store Sales’ and ‘Wholesale Sales’ as possible selections.

Entering multiple filter criteria within a single QBE filter or column

You can enter in multiple filter criteria in a single QBE filter. For example, to search for items with ‘Banks’ and ‘Cash’ in the object account description, the QBE would *Banks*,*Cash*.

QBE OPTIONS

The options listed below can be used in any combination by separating each value with a comma.

The following can be used with either text (label) or numeric (value) columns:

Filtering based on exact matching is the quickest filtering mechanism. Full wildcard matching is the slowest. Therefore, it is recommended that you use the most appropriate matching mechanism for your desired search.


Equal = Combined with other options, this will return all values equal to the selection. If not specified otherwise, an equal sign is always assumed.

Not Equal <> Combined with other options, this will return all values not equal to the selection

Item A Items that are equal to the one item listed in the filter

List of Items A,B,C Items that are equal to the list of items in the filter

Range A:C Items that are in the range of values in the filter

Wildcard C* The wildcard is positional and will bring back all the items that start, end or contain a specific value (this example would return all values that start with the letter C)

Blank <space> A space represents blank values in the QBE line

Features and Functionality | Query by Example Chapter 2 - Page 19

The following can be used with text columns (labels):

The following can be used with numeric columns (values):

Invalid selection in the QBE line


Greater >C Items that are greater than the value specified in the filter

Greater Than or Equal To >=C Items that are greater than or equal to the value specified in the filter

Less Than <C Items that are less than the value specified in the filter

Less Than orEqual To

<=C Items that are less than or equal to the value specified in the filter


Greater Than >10 When a number is entered, it is treated as an absolute value (this example would return items that are greater than 10 or less than -10)

Greater Than or Equal To >=10 When a number is entered, it is treated as an absolute value (this example would return items that are greater than or equal to 10 and less than or equal to -10)

Less Than <10 When a number is entered, it is treated as an absolute value (this example would return items that are less than 10 and greater than -10)

Less Than or Equal To Number

<=10 When a number is entered, it is treated as an absolute value (this example would return items that are less than or equal to 10 and greater than or equal to -10)

Greater Than Signed Number

>+10 When a specific sign (‘+’ or ‘-‘) is used, only values that are greater than that value will be returned (this example would return items greater than +10). The same logic can be used for negative values with a ‘-‘ symbol.

Greater Than or Equal To Signed Number

>=+10 When a specific sign (‘+’ or ‘-‘) is used, only values that are greater than or equal to that value will be returned (this example would return items greater than or equal to +10). The same logic can be used for negative values with a ‘-‘ symbol.

Less Than Signed Number

<+10 When a specific sign (‘+’ or ‘-‘) is used, only values that are less than that value will be returned (this example would return items less than +10). The same logic can be used for negative values with a ‘-‘ symbol.

Less Than or Equal To Signed Number

<=+10 When a specific sign (‘+’ or ‘-‘) is used, only values that are less than or equal to that value will be returned (this example would return items less than or equal to +10). The same logic can be used for negative values with a ‘-‘ symbol.


Unlike filters, there is no warning message to tell you that you have entered in invalid data into a QBE line. Data selections made in the QBE line are not validated against your ERP data. If the selection you enter does not match any data, no results will be returned.

Multiple values in the QBE filter that are all ‘not equal to’ values

To enter in multiple ‘not equal to’ values, you need to put the ‘not equal to’ sign before each value, for example <>301, <>302, <>303.

Filters in combination with a QBE line

You can narrow down your data selection using both filters and the QBE line. For example, you could define a range in the Object Account filter and use the QBE line to ignore a specific object account within that range:

NULL VALUES

You can filter over null values by either using the Query by Example (QBE) line OR by using a Filter.

1. To filter over null values by using the QBE line:

○ Use the equals sign (=) in the specific column for which you want to filter over null values. In the example below, the = sign in the Subsidiary column results in all rows being returned with a null value in that column:


○ When you run the report, the text in the QBE changes to “=NULL”:

2. To filter over null values using a filter for any inquiry that uses more than one table in either a standard inquiry or one that has been created by Designer Express:

○ From within an inquiry, right-click on the filter for which you would like to display nulls and select Include Nulls.

Examples using the Include Nulls and Include Non-Matching options:

In the first example, we will use an HR inquiry.

When filtering on Date Worked from the F06116, we only get active employees who have a timecard record for 1/1/2005 through 4/15/2015. 35 rows are returned:


● Change the filter to include nulls. This shows active employees with timecards between 1/1/2005 and 4/15/2005 AND active employees with NO timecards in the F06116. 53 records are returned.

● Change the filter to include non-matching rows.

This shows all the active employees in the F060116 and those employees that have a time-card in the F06116 for the dates 1/1/2005 thru 4/15/2005. 136 records are returned.


● For the 2nd example, the scenario is that you have a report that combines customer data with address data and you want to filter on a country, say the United States.

○ If you only say "US" in the filter, then the report will return just the customers with an address in the US.

○ If you say "always include nulls", it will also include rows where the country was set to Null.

○ If you say "include no match", it will include all customers but will only display address data for customers from the US.

COLUMNS

COMMENT COLUMNS

Report designers can add one or more user input comment columns to report, and Explorer users can input comments on subtitles, subtotals, and hierarchy and data rows. These columns allow you to add feedback and information to an item on an inquiry.

Comment columns are stored in the repository at the report level. They cannot be shared across reports. Comment columns are refreshed each time the report is run.

ENTERING COMMENTS

Once a Comment Column has already been created, you can enter in comments in one of three ways.

1. From the Home menu, in the Comments group, click Enter Comments.

2. Double-click the Comment Column and you will be taken to Enter Comment Mode.

3. Hit F2 when focusing on a Comment Cell.

When you are finished entering your comments, select Finish, Save Comments or Cancel from the ribbon at the top of the page.

● Finish will save your comments and exits out of comment entry mode● Save Comments will save the comments you have entered and keep you in comment entry

mode

Chapter 2 - Page 24 Features and Functionality | Columns

● Cancel will cancel the changes you have made to your comments since the last time you saved them and exits out of comment entry mode

SORTING DATA Data can be sorted within a label column or within a value column. The report designer determines how sorting is set up, however Explorer users can change this by following the below steps.

1. Open the report.

2. Highlight the column you wish to sort so the sorting options in the ribbon become available.

3. On the Home menu in the Display group, click Sort Ascending or Sort Descending, depending on the order you wish to sort the values.

4. Your report will automatically re-run with the sort sequence you defined.

If your report designer has defined row headers and/or subtotals, you can enter in a comment for those as well.

These sorting options only become available once a specific column is selected.

Features and Functionality | Columns Chapter 2 - Page 25

In the example, we have selected Sort Descending for gross sales amount by customer in an AR report:

Notice that your subtotals and formatting are automatically turned off. That is because the subtotals and formatting were associated with the previous sort defined, which is now no longer in use.

It is also important to note that sorting does not work if you have Ranking enabled or if you have a hierarchy enabled.

RESTORING SORT ORDER WITHIN A COLUMN

If you have sorted a column in ascending or descending results and you wish to put it back in the order it was originally in, go to the Home menu, in the Display group, and click Restore Sort. This restores the sort order of the report columns to the way they were sorted when the report was opened.

RUNNING INQUIRIES

When all of the filters have been defined, click on the Run button (on the Home menu in the Documents group) to run the report. The result set is shown in the panel in the bottom half of the screen. Alternatively, you can add the Run button to your Quick Access Toolbar and use this instead.

Hotkey for running an inquiry: The F5 function key is a shortcut for running an inquiry.

TITLES The report designer must first create a title on the report, and then Explorer users can edit. Once a title is displaying in an inquiry, you can access the Inquiry Title dialog by double-clicking on the title itself.

Chapter 2 - Page 26 Features and Functionality | Running Inquiries

You can edit a title in your inquiry, and within that title you can use either static text or dynamic text. Static text is text that always stays the same, whereas dynamic text is based on filter selection and updates according to the filter selections. For example, if you select the dynamic selection of <Period> in the title, each time the Period filter data changes, the title will be dynamically updated to display that period. If you filter on the period of March, the title would display “March”; if you filter on the period of April, the title would update to show “April”. In the Inquiry Title dialog, any dynamic text is denoted with the < > characters.

To set static text in the Inquiry Text dialog, manually type in the text you wish to display in the title.

To add dynamic text to your inquiry title using the dynamic selections:

1. In the Inquiry Title dialog, put your cursor in the title section at the top of the dialog. You will see a preview of the title, as you are creating it, in the window at the bottom of the dialog.

2. Some templates have a default title, such as Saved Report Name. (This is available via the Special Dynamic Selections drop-down menu.) You can leave this or change it, if desired.

3. If you wish to use values from other filters in the title, choose the appropriate filter field in the drop-down menu.

4. Click Add next to the designated item.

5. If you wish to use a Special Dynamic Selection, such as RunDate, select the appropriate value in the drop-down menu. In some cases you will need to select how you want the data to display, so you will do this in the drop-down field to the right of that.

6. Click Add.

7. Check the box to Show Title if you wish to display it on the inquiry.

8. Click OK to exit the dialog and return to the inquiry.

In the example below, we have added three lines of dynamic text. Below are the steps on how this was done.

1. Select Saved Report Name from the Special drop-down in the Dynamic Selections of the dialog and select Add.

Features and Functionality | Running Inquiries Chapter 2 - Page 27

2. Add the run date by selecting RunDate from the Special Dynamic Selections drop-down menu. Next to that, select Short Date.

3. Click Add.

4. Add the run time by selecting RunDate from the Special Dynamic Selections drop-down menu. Next to that, select Short Time.

5. Click Add.

6. To format any of the dynamic text, highlight the specific text and choose the formatting you wish for that text.

7. Check the box to Show Title to display it on the inquiry.

8. Select OK.

The below example on a Profit and Loss report shows the static text “Profit and Loss Report” on the first line, and on the second line the Business Unit filter is a dynamic selection. In this case, there are two business unit values in the Business Unit filter, so both display in the actual title:

FORMATTING AN INQUIRY TITLE

1. Double-click on the existing title to open the Inquiry Title dialog.

Chapter 2 - Page 28 Features and Functionality | Running Inquiries

2. Here you can set a font, font color and alignment of the title text. Note that different formatting can be used throughout the title.

3. A preview is shown at the bottom of the dialog.

4. Click OK to exit the dialog and return to your inquiry.

Below is an example of different formatting being used throughout a title:

STATUS BAR

Once you have run an inquiry, you can see detailed information about the results that were returned via the Status Bar. This is a customizable bar that displays at the bottom of the screen, showing specific details about the current inquiry:

MANAGING INQUIRIES

CLOSING INQUIRIES

Inquiries can be closed in any of these ways:

1. From the Home menu in the Documents group, click Close.

2. From the Backstage View, click Close.

3. Use the Quick Access Toolbar, if configured.

Features and Functionality | Managing Inquiries Chapter 2 - Page 29

REPORT PACKS

Report packs are a tool used to group inquiries from one or more Modules. All inquiries can be opened at the same time, one next to the other in separate tabs within the same session of Hubble. These inquiries can be closed and exported to PDF or Microsoft Excel in one step.

Report packs can only contain inquiries; they cannot contain folders, templates or other report packs.

REPORT BURSTING

“Report bursting” is the ability to create separate files when outputting to PDF, Microsoft Excel or Microsoft Word. With this ability to define a file break, different sections of a report are exported to separate files. You have the ability to define a break on any sorted column, even if it is not subtotaled, and even if it has a wildcard in its filter. For file breaks, you can define the pattern for the file names, which can include the filter selections you are using for the file breaks.

Report bursting is done in the Breaks tab of PDF Options/Excel Options/Word Options, depending on which you are using. Below we will show an example of report bursting when exporting to PDF; however, the process works the same with Excel and Word.

In this example, we are filtering on specific Business Units. In PDF Options, we have set the options to page break after totals and by filter selection, using the Business Unit filter selections as the Selected combinations. Because we are filtering on Business Unit, Business Unit is automatically available to select as a parameter to use in the File Name. This list is dynamically updated based on the filter selections you have defined in the report.

Chapter 2 - Page 30 Features and Functionality | Managing Inquiries

Now we can click on PDF and the PDF output will automatically burst into several files based on the Business Units defined in the Selected Combinations. The file name displayed is using the File/Workbook Name Pattern defined for this report:

If you prefer to output to 1 file and break instead into multiple pages (PDF or Word) or worksheets (Excel) within the file, you would choose the option to do that.

For PDF:


For Word:

For Excel:

When exporting to Excel, you also have the option to define the Worksheet Name Pattern for the worksheets within the file.


STOPPING AN INQUIRY

Once is inquiry is running, you can hit the Stop button in the Running Inquiry dialog to stop it from running on both the machine it is running on as well as the database.

To cancel a report before records are retrieved from the database, you must use the built-in-provider connection option in Administrator.

FAVORITES

Favorites are shortcuts to existing saved inquiries within Hubble; you can use them to quickly access your most commonly used inquiries.

From within the inquiry you wish to save as a favorite, there are 2 ways in which it can be added to your Favorites:

1. In the Home menu in the Documents group, click Favorites. If desired, specify a name for the favorite (this can be different than the saved inquiry name). If a different name is not specified, the saved name of the inquiry is used.

2. In the Home menu in the Documents group, click the drop-down menu next to Favorites. Select Add Favorite. If desired, specify a name for the Favorite (this can be different than the saved inquiry name). If a different name is not specified, the saved name of the inquiry is used.

FOLDER STRUCTURE

You can add your own folder structure within the Organize Favorites dialog.

1. In the Home menu in the Documents group, click the drop-down menu next to Favorites. Select Organize Favorites.

2. The organizational structure of Favorites is displayed on the right panel. Using the buttons on the left, you can add, move, or delete a folder or favorite.

SHOWING DESCRIPTIONS IN THE GRID

As long as a filter is available for you to use in Hubble, you can show the description of a value in your report results. To do this, select the Show Descriptions in Grid option when right-clicking on the filter:


In this example, if you are showing the description of company 1, this is how the report results would look:

If you uncheck the option to show descriptions in the grid, this is how the report results would look:

Alternatively, there is an option for the report designer to always show the description for a filter value.


USER PREFERENCES

The below options are available in User Preferences, which is accessed from the Backstage View.

GENERAL TAB

● Export to Excel: The default Excel file extension is .xlsx, however this can be changed to .xls using this option.

● Piano Lines: Set the color of the piano lines when they are used within a report.

LOCALIZATION TAB

Hubble refers to “language translation” as “localization”, and there are two types of localization that can be done within the application:

1. JDE Language Support – Customers using the JD Edwards ERP system have the ability to use any of the alternate language captions stored in JDE. The JDE default language is read from the User Display Preferences (F00921) Table, however it can be overridden on an inquiry by inquiry basis by changing the settings in this dialog.

2. User Interface (UI) Language – For ERP system users, this is the language used in the user interface or display in Hubble.

LOCALIZATION CONFIGURATION

In this dialog, there are two main sections: Localization, which applies to JDE ERP users only, and User Interface, which applies to all ERP system users:

Features and Functionality | User Preferences Chapter 2 - Page 35

LOCALIZATION SECTION

Use the radio buttons to select the option that designates the JDE Database language translation to be used in your inquiries:

1. Use JDE Default Language – Set by default, this setting uses the language as set in your JDE system.

2. Use User Interface Language - This setting uses the language as defined in the User Interface Language Section in this dialog.

3. Specify Language - This setting uses the language specified in the drop-down menu to the right of the option.

Enable Localization on all reports

When checked, Enable Localization on all reports means that the language specified above is used for all inquiries.

USER INTERFACE SECTION

Use the drop-down menu to select the user interface language to be used within Hubble. The application must be restarted once a different language is selected.

LINKING

Commonly referred to as drilling, linking is a way of connecting one or more inquiries together. Linked inquiries may provide a more detailed view of a record, a summary view of a record, or an alternate view of the same information. With linking, you can cross Modules (e. g. General Ledger to Accounts Receivable) or stay within the same Module. Links can connect to existing inquiries or they can connect to standard templates. The inquiry you link from is the “source” inquiry and the inquiry you are linking to is the “destination” or “target” inquiry.

For the Explorer user, the link options have been pre-defined by the report creator.

Only JDE ERP users will see this section in User Preferences.

This section is for all ERP system users and applies to language translation to the Hubble user interface.

Chapter 2 - Page 36 Features and Functionality | Linking

EXECUTE A LINK

There are two ways to execute a link:

1. Right-click on a cell and go to Follow Links to choose the link you wish to use.

2. Double-click on a cell to use the default link.

DEFAULT LINK

The default link, which is the last link that was used in the inquiry, can be recognized in one of these ways:

1. When you right-click on a cell and go to Follow Links, it is the one with a checkmark next to it.

2. If configured, it will display on the Status Bar at the bottom of the screen:

3. When selecting the drop-down next to the Default Drill Link under the Home tab, it is the one with a checkmark next to it.

EXPORTING

In Hubble, you can export your inquiry in any of these formats:

1. In spreadsheet format using Microsoft Excel

2. In PDF format using Adobe® Acrobat®

3. In document format using Microsoft Word

EXPORTING TO MICROSOFT EXCEL

Exporting to Excel can be done in any of the following ways:

1. From the Backstage view, click Export Inquiry.

2. Using the Excel button (the button itself or the drop-down menu) located on the Home menu in the Output group.

3. Through the Quick Access Toolbar, if configured.

Options on the drop-down menu below the Excel button:

● Export - Same action as clicking on the Excel button itself, this exports your current inquiry to Microsoft Excel. The shortcut key of CTRL + E performs the same action.

● Export All – Single Workbook - Exports all open inquiries as a single Microsoft Excel work-book, each inquiry being a different sheet within the workbook.

You can include up to TEN reports in a single report pack when exporting a report pack.

Features and Functionality | Exporting Chapter 2 - Page 37

● Export All – Multiple Workbooks – Exports all open inquiries as separate Microsoft Excel workbooks.

Excel Export Settings in Administrator:

● Default export location - Your administrator is able to set the default export location in Basic Capabilities in the PDF/Export tab.

● Microsoft Excel extension - The default Excel file extension is .xlsx. This can be changed, however, to .xls for users using Microsoft Office 2003 and prior. The change can be made on a report-level basis in User Preferences (General tab) or on a user-level basis in Administra-tor. The option is set in Advanced Capabilities: IS Inquiry Settings> Export to File> Excel file extension.

EXCEL OPTIONS

All settings in Excel Options are only used for the inquiry/inquiries you are currently exporting.

Excel Options can be accessed from the Home menu in the Output tab or from the Backstage View by going to Excel – Excel Options.

GENERAL TAB

● Overwrite Workbook - Replace Sheet/Replace Book options are used to replace the work-sheet or workbook if the same name already exists. See the additional section, Overwrite Workbook Options, for more information on this topic.

● Worksheet Name – Name of the worksheet within the workbook (choose either Excel default or Use Pattern).

○ If you select Use Pattern, you must specify the Worksheet Name Pattern below this option. To do this, select the arrow to the right of the drop-down menu to select the dynamic term you wish to use, and then click Insert. You can use multiple terms, if desired. So for example if you wanted to show the report name as well as the run date in the title of the worksheet, you could use this pattern: <ReportName> - <RunDate>.

OPTIONS TAB

● Export Location – Location where the Microsoft Excel file will be saved. Default location is %UserDocuments%, which is the logged-in user's My Documents folder.

● Enable Workbook Protection - Set a password that will be required to open this document in Microsoft Excel.

COVER SHEET TAB These options only apply to the cover page.

● Include Cover – Choose whether to include a cover page (this will activate all options listed in this tab). Options that can be included on the cover page:

○ Product version – Hubble version in which the export was created

○ Report name – Saved report name

○ Report title – Report title

Chapter 2 - Page 38 Features and Functionality | Exporting

○ Location - File location of the report

○ Creator - Name of the report creator

○ User - Name of the user producing the file

○ Role - Role of the user producing the file

○ Date/time - Date and time the report was exported to Excel

○ Filter selections - Filter selections used in the report

○ Calculations - Calculations used in the report

○ Restatements - Currency restatement values used in the report

REPORT TAB

These options only apply to the report itself.

● Show title – Show the inquiry title● Show gridlines – Display gridlines● Show the text “No Data” when the inquiry has no rows● Generate pages with no data

BREAKS TAB

These options are related to breaks within the exported report.

● Break Excel:

○ Break after totals

○ Break by filter selection (either all filters or selected filters)

● Break by Sorted Column - Break by the specified column (only columns which are currently being used in sorting will display)

● Split Excel (Used when a Break Excel option is selected):

○ Break into workbooks

○ Break into worksheets (breaks into multiple worksheets within the same Excel file)

● Workbook Name Pattern - Dynamically set the name of the Excel workbook.

○ To use a pattern, select the arrow to the right of the drop-down menu to select the dynamic term you wish to use, and then click Insert. You can use multiple terms, if desired. So for example if you wanted to show the report name as well as the run date in the workbook name, you could use this pattern: <ReportName> - <RunDate>.

○ Within the available dynamic terms are the filter selections being used in your inquiry. (So if you are filtering on specific Business Units in the inquiry, "Business Unit" will be avail-able to select as a parameter in the File Name.)

● Worksheet Name Pattern - When you have set the option above to split into multiple work-sheets, here you can dynamically set the names of the worksheets within the workbook.

○ To use a pattern, select the arrow to the right of the drop-down menu to select the dynamic term you wish to use, and then click Insert. You can use multiple terms, if desired. So for example if you wanted to show the report name as well as the run date in the worksheet name, you could use this pattern: <ReportName> - <RunDate>.


○ Within the available dynamic terms are the filter selections being used in your inquiry. If you are filtering on specific Business Units in the inquiry, "Business Unit" will be available to select as a parameter in the Worksheet Name.

OVERWRITE WORKBOOK OPTIONS

The Overwrite Workbook options control how the application handles the export of a report with the same name as a previous export.

The Overwrite Workbook options in the Excel Options dialog are displayed as shown below. These options are only enabled if the Create Unique Filename User Preference (set in User Preferences from the Backstage view or set in Advanced Capabilities) is not enabled. This is because the Create Unique Filename option is used to prevent a file overwrite from occurring when the name of the file is the same.

Replace Sheet

If there is an existing Microsoft Excel workbook/file with the same name, the worksheet will be overwritten if the name is the same. Other sheets within the workbook will not be changed. This option is used when inserting/merging a new worksheet into an existing file.

Replace Book

If there is a Microsoft Excel workbook/file with the same name, the entire workbook/file will be overwritten.

When one of these options is enabled and you try to export to a Microsoft Excel file with the same name, you will receive the following message:

If you answer ‘Yes’, the Microsoft Excel sheet or workbook will be overwritten, depending on how you have set the Overwrite Workbook Option.

If you answer ‘No’, you will return to the “Save As” Microsoft Excel dialog.


Overwrite Workbook Options Disabled

When the Create Unique File Name Capability is enabled, the Excel Options dialog will have the Overwrite Workbook Options disabled:

The reason for this functionality being disabled is that every time an export occurs, a uniquely-named Microsoft Excel file is generated. This prevents a file overwrite from occurring since the name cannot be the same.

The Create Unique File Name Capability is either in the User Preferences on the Application Menu, or your Administrator can set it in Advanced Capabilities under IS Inquiry Settings> Export to File> Generate Unique Name.

Example of Merging an Exported Report into an Existing Microsoft Excel Worksheet

You may want to merge worksheets, for example, if you have a certain inquiry that you run each month and you want to merge the new month’s data into the existing Microsoft Excel spreadsheet. To do this, follow these steps:

1. The Prompt for File Location Advanced Capability (under IS Inquiry Settings> Export to File) must be turned on by your Administrator so you are prompted to choose the location to which the file is saved.

2. Turn off the Create Unique File Name option in either User Preferences (on the Application Menu) or in Advanced Capabilities. (IS Inquiry Settings> Export to File > Generate Unique Name).

3. Set Export Options prior to exporting:

a. Select the option to Replace Sheet.

b. Set a user-defined name for the worksheet.

In the following example, we are running a balance sheet by month and with each new month, want to export the month’s data into the existing Microsoft Excel workbook and have each month as its own worksheet.


1. First run the inquiry for Period 1 and prior to exporting, set Excel Options appropriately:

2. After exporting, save the Microsoft Excel file.

3. The next month, run the inquiry for Period 2 and provide a user-defined Worksheet Name in the Excel Export.

4. Upon exporting, you are prompted with the question as to whether to overwrite the existing spreadsheet. Answer Yes to merge the worksheets into one Microsoft Excel workbook. There are now 2 sheets within the workbook, one sheet named ‘JAN and one named ‘FEB’.

EXPORTING TO PDF

Exporting to PDF can be done in any of the following ways:

1. From the Backstage view, click PDF.

2. Using the PDF button (the button itself or the drop-down menu) located on the Home menu in the Output group.


Options on the drop-down menu below the PDF button:

● PDF– Same action as clicking on the button itself, this opens your inquiry in Adobe Acrobat. The shortcut key of CTRL + P performs the same action.

● Export All – Multiple PDFs – Exports all open inquiries into multiple PDF documents.● Export All – Single PDF – Exports all open inquiries into a single PDF document.


PDF OPTIONS

PDF Options can be accessed from the Home menu in the Output tab or from the Backstage View by going to PDF –PDF Options.

General tab

The following General Tab options apply to both the cover page as well as the report itself.

● Page Size – Letter/legal/A4/etc.● Orientation – Portrait/landscape● Layout – Center horizontally or vertically● Scaling – Scale of page

○ Preserve Aspect Ratio: Ensures that the inquiry will not be distorted when using the var-ious scaling functions described below. Sometimes it may be necessary to shrink/stretch the image to fit your printing requirements, but this is not normally the case and should be left checked in most cases.

○ None: Presents the printed output over as many pages as is necessary (both from a width and height perspective) to contain all the columns and rows within the inquiry.

○ Fit to Height: The rows of the inquiry result set will be printed on a single page. Depend-ing upon the number of columns in the result set, the width is adjusted (if the aspect ratio has been set to be maintained) to occupy whatever space it needs to show the completed result set.

○ Fit to Page: The rows and columns of the inquiry result set will be printed on no more than a single page. If the aspect ratio is not maintained, then the result set is scaled to occupy the full width and height of the page. If the aspect ratio is maintained, either the width or height is compromised to eliminate distortion.

○ Fit to Width: The columns of the inquiry result set will be printed on a single page. Depending upon the number of rows in the result set, the height is adjusted (if the aspect ratio has been set to be maintained) to occupy whatever space it needs to show the com-pleted result set.

● Document Access – Set a password that will be required to open the PDF document

Cover Page Tab

These options only apply to the cover page.


○ Product version – Hubble version in which the PDF was created


○ Report title – Title created within Hubble



○ User - Name of the user producing the PDF file


○ Role (JDE users) / Responsibility (EBS users) - Role or Responsibility of the user running the report

○ Date/time - Date and time the report was exported




○ Logo - If selected, choose the location of logo and/or display dimensions of logo; default display dimensions = 35 Height and 90 Width):

○ Page numbers

Report tab

These options only apply to the report itself.

● Show title● Show logo - If selected, specify the location of the logo.● Show privacy message - As defined in Basic Capabilities in Administrator.● Show gridlines● Show the text “No Data” when the inquiry has no rows● Show date/time● Show page numbers - If selected, choose the format of page numbers in drop-down menu.● Show location - The location where inquiry is saved.● Show profile - Data Source Profile being used when the inquiry was run.

BREAKS TAB

These options relate to breaks within the exported report.

● Break PDF:




● Split PDF (Used when a Break PDF option is selected):

○ Break into files

○ Break into pages (breaks into multiple pages within the same PDF file)

● File Name Pattern - When you have set the option above to split the PDF into multiple files, here you can dynamically set the file names.


○ To use a pattern, select the arrow to the right of the drop-down menu to select the dynamic term you wish to use, and then click Insert. You can use multiple terms, if desired. So for example if you wanted to show the report name as well as the run date in the title of the worksheet, you could use this pattern: <ReportName> - <RunDate>.

○ Within the available dynamic terms are the filter selections being used in your inquiry.

PDF Options Defaults

There are two PDF options that can be set to always default into your inquiries by going to User Preferences from the Backstage View:

1. Page Size

2. Page Orientation

These options are overwritten on an inquiry by inquiry basis through PDF Options.

EXPORTING TO MICROSOFT WORD

Exporting to Word* can be done in any of the following ways:

1. From the Backstage View, click Word.

2. Using the Word button (the button itself or the drop-down menu) located on the Home menu in the Output group.


Clicking PDF opens the inquiry in Adobe Acrobat, where it can be printed directly to a printer from there.

Options on the drop-down menu below the Word button:

● Export to Word - Same action as clicking on the Word button itself, this exports your current inquiry to Microsoft Word. Using this option, the output to Word will only contain the format-ting used in the report and will not have any additional parameters that a style sheet would use. (The output will also be protected so the contents cannot be altered).

● Export using style sheet - Export using a customized, previously-created style sheet. When you select this option, you will need to navigate to and select the uploaded style sheet in the repository.

● Upload style sheets - After you have customized your style sheet, use this option to upload it into the Object Repository.

● Download style sheets - Download the sample style sheet that is provided in the Object Repository.

If you are filtering on specific Business Units in the inquiry, "Business Unit" will be available to select as a parameter in the File Name.

* This feature requires Microsoft Word 2007 or above.


WORD OPTIONS

Word Options can be accessed from the Home menu in the Output tab or from the Backstage View by going to Word > Word Options.

General Tab

These options apply to both the cover page as well as the pages the report is printed on.

● Page Size – As per style sheet/letter/legal/A4/ etc.● Orientation – As per style sheet/portrait/landscape● Horizontal alignment – Left/center/right● Scaling – Scale of page

○ Fit to Width: The columns of the inquiry result set will be printed on a single page. Depending upon the number of rows in the result set, the height is adjusted (if the aspect ratio has been set to be maintained) to occupy whatever space it needs to show the com-pleted result set.

○ Fit to Content: The width of the columns in the inquiry result change based on what is inside the cells.

● Use the specified style sheet

Report Tab

These options that only apply to the page the report is printed on.

● Show gridlines● Show title● Show the text “No Data” when the inquiry has no rows

Cover Page Tab

These options only apply to the cover page.


○ Product version – Hubble version in which the document was created


○ Report title – Title created within Hubble



○ User - Name of the user producing the file

○ Role (JDE users) / Responsibility (EBS users) - Role or Responsibility of the user running the report

○ Date/time - Date and time the report was printed





Breaks Tab

These options relate to breaks within the printed report.

● Break Word:




● Split Word (Used when a Break Word option is selected):

○ Break into files

○ Break into pages (breaks into multiple pages within the same Word file)

● File Name Pattern - When you have set the option above to split the PDF into multiple files, here you can dynamically set the file names.

○ To use a pattern, select the arrow to the right of the drop-down menu to select the dynamic term you wish to use, and then click Insert. You can use multiple terms, if desired. So for example if you wanted to show the report name as well as the run date in the title of the worksheet, you could use this pattern: <ReportName> - <RunDate>.

○ Within the available dynamic terms are the filter selections being used in your inquiry. (So if you are filtering on specific Business Units in the inquiry, "Business Unit" will be avail-able to select as a parameter in the File Name.)

Word Options defaults - There are two Word options that can be set to always default into your inquiries by going to User Preferences from the Backstage View:

1. Page Size

2. Page Orientation

These options are overwritten on an inquiry by inquiry basis through Word Options.

STYLE SHEETS

Style sheets are used to export Hubble inquiries to Microsoft Word using pre-defined formatting, such as a corporate logo or title.

Hubble users can create style sheets from the Sample Style Sheet that is included in the Object Repository. Once the user creates style sheets from the sample, these new style sheets can also be saved in the Object Repository. These style sheets can then be used as needed for each specific output style and the output will be formatted automatically according to the style sheet. When exporting a specific inquiry to Word, you can select the style sheet you wish to apply to the output.

To export to Word using‘ a style sheet:

1. Click on the drop-down menu below the Word button on the Home menu in the Output group.

2. Select Export using Style sheet.


CREATING A STYLE SHEET A sample style sheet is provided within Hubble and imported into the repository at the end of the Profile Wizard Setup Tasks.

To create a style sheet, complete the following steps: 1. Download the sample style sheet.

a. Click on the drop-down menu beneath the Word button and select Download style sheets:

b. Navigate to the sample style sheet in the repository by going to Documents > Style Sheets, selecting Sample Style Sheet, and clicking Open:

All style sheets must be created using this sample. This is because we use hidden text that must be present in a style sheet if used with Hubble.


c. You are then prompted to save it on your local drive or network drive. Navigate to wherever you want to save it and click Save.

d. Click Yes to open the Word style sheet.

2. Customize the sample style sheet.

a. Within Microsoft Word, start by clicking on the Show/Hide button to see the formatting being used on the sample style sheet:

b. Now you can see the default formatting:

The fields that display here are custom document properties that only exist in the sample style sheet.

All style sheets must be created from the sample style sheet that is included in the repository.


To see the properties that can be used by Hubble within a style sheet, from the Insert tab in Microsoft Word, access Quick Parts > Field > Doc Property. The following five properties listed can be used in a style sheet:

● Chart● Cover● Name● Table● Title

c. Double-click in the header to see the default header design, where by default the header is set to be different on the first page.


d. If you hit enter enough times to go to the second page, you see that the report title defaults onto page 2 and every subsequent page:

e. Customize as desired, for example entering in your company name and/or logo in the header of the first page or subsequent pages. Save the document using a different title to differentiate it from the default sample style sheet. In the example below, we have put the company name in the header of the first page and added text to the bottom of the first page.

Top of page:

3. Upload the customized style sheet and save it in the repository.

a. Click on the drop-down menu below the Word button and select Upload style sheets:


b. Navigate to where your customized style sheet is and click Open:

c. You are prompted to save the file in your repository. Save it in the Style Sheets folder, using the customized name, and click Save.

4. Run your report.

5. Export to Word using your style sheet.

You must have the proper permissions granted in order to save to this folder.


a. Click on the drop-down menu below the Word button and select Export using Style sheet.

b. When prompted, select the customized style sheet you wish to use and click Open.

6. Your report will be output to Microsoft Word using your customized style sheet.

Permissions for Uploading a New Word Style Sheet to the Style Sheets Folder

On the Home menu, beneath the Word button, there is an option to Upload style sheets. This is the option you use to upload Word style sheets to your Object Repository. If you are not able to save to the Style Sheets folder within your Object Repository, check with your Hubble Administrator as proper permissions must be set on this folder in order to be able to save documents within it.

SELECTORS

A selector is a feature that enables you to select a filter value via a drop-down list; it can be used instead of standard filter selection to create a column in your inquiry. Selectors contain a list of available values which map directly to another item.

USE SELECTORS

Selectors can be used in reports designed for Explorer users. They provide a means of limiting inquiry settings and providing security. This can be done through the use of Fixed Value type selectors, where users are limited to choosing from the available values in the selector.

Features and Functionality | Selectors Chapter 2 - Page 53

Once a selector is added to Explorer Filter Layout, Explorer users will only have the ability to change the filter value by the provided Selector control box. Additionally they will be limited to the values chosen within the Fixed Value type selector.

The two options are:

1. Cancel the changes. Do not change the current value in the inquiry.

2. Unsubscribe the object from the Reusable Inquiry Objects and update this inquiry’s version only. Change the current value in the inquiry and unsubscribe the selector from RIO, meaning other reports subscribed to the selector will not reflect any change.

CHANGE A SELECTOR VALUE

1. From the Home menu in the Filters group, click Choose Selectors.

2. If the RIO Options for the selector have been set so that users are able to change the current value in the selector, you will see a drop-down menu to the right of the selector where they can choose a current value.

3. If the RIO Options for the selector have been set so that users are not able to change the current value in the selector, you will see the value of the selector but not be able to change it.

If the selector is a RIO object and RIO Options are set such that the current value is subscribed to RIO, the Explorer user will be presented with the following dialog when trying to change the current value:

Chapter 2 - Page 54 Features and Functionality | Selectors

In the below example, the PDSELECTOR is set so that you can change the current value, however BUSELECTOR is set so that you cannot change the current value.

If the selector is a separate filter in the inquiry, the same principle applies; if RIO Options are set to only subscribe the available values of the selector, the Explorer user can change the current value of the selector:

However, if the inquiry designer has set RIO Options so that both available values and the current value are subscribed to RIO, the Explorer user is prompted to cancel the changes or unsubscribe the selector from RIO and update that inquiry only.

CHARTS AND GRAPHS

Hubble can display report data in graph or chart form. The report designer complete control over all aspects of the chart appearance, including chart type, axis settings and regression lines.

When you export to PDF or Microsoft Word, the chart will be included on the report. Hubble does not support exporting charts to Microsoft Excel.

By hovering over the information in the chart, you can see additional information; this information varies depending on the type of the chart. For example, with bar charts, you can see the value being represented by the chart by hovering over each bar.

CHART DISPLAY

From the Home menu, in the Display group, click Show Chart. Here you can toggle between these options:

1. Show data only

2. Show data and chart

3. Show chart only

Features and Functionality | Charts and Graphs Chapter 2 - Page 55

CURRENCY RESTATEMENT

The Currency Restatement Module for JD Edwards system users provides currency conversion of period balances. This functionality allows multiple companies with different base currencies to be reconciled into one restatement currency.

This functionality is available for the following templates:

● General Ledger Balances● Job Cost Balances● Advanced Cost Accounting Balances

In order to use the Currency Restatement functionality, you must be assigned a license for the Currency Restatement Module. Additionally, your Hubble Administrator needs to configure the optional F1113 table in your profile in the Administrator Application.

ACCESS TO CURRENCY RESTATEMENT PERIODS

Explorer users have access to Currency Restatement periods if those periods have already been saved in the period filter by the inquiry creator. It is not necessary to have a separate Currency Restatement license assigned to the Explorer user.

USING RESTATEMENT PERIODS

Currency Restatement is performed by simply selecting restatement periods in your inquiry and then running it.

Restated period values are selected in the Period Filter and can be typed into the filter manually or chosen from the Period Assist.

In the Period Assist, the restated periods appear on the Restatement tab. Not only can you use standard restated periods such as Restatement Period 1, Restatement Period 2, etc., but you can also use Restated Quarters, Cumulative Periods, ITD Periods, and Year to Periods, etc.

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In the below example, Restatement Period One has being added to the report. The Restatement Period values are calculated every time the report is run.

Selecting a Restatement Period which is Aggregated Using Multiple Periods

When you use a period such as RYT (Year to Restatement Period) and RCE (Cumulative Restatement), Hubble converts the amount based on the latest exchange found in the range. So for example, RCE3 will use the rate for period 3. This means that RCE3 is not necessarily equal to R1 + R2 + R3, but instead is (P1 + P2 + P3) * Rate3.

VIEWING THE UNDERLYING EXCHANGE RATE

Once you have run the report, you can see the underlying exchange rate being used. To do this, go to the Restatement menu, and in the Restatement group, click on Exchange Rates.

You will see the two currencies being used for conversion of the object accounts, the associated date and the two exchange rates.

In the Restatement Exchange Rates dialog, two different rates are listed, the Balance Sheet Rate and the Income Statement Rate. (In Administrator, the balance sheet account range is designated by profile.) The reason there are two rates is that year to date amounts are calculated differently for the two types of accounts:

● For P&L accounts, a restated year to date calculation is each month’s restated value added together.

● For Balance Sheet accounts, a restated year to date calculation is the YTD AA balance multi-plied by the YTD-Period exchange rate.

Viewing the Exchange Rates when Exporting or Printing

You can include the exchange rate information on the cover page of a PDF, Microsoft Excel export, or Microsoft Word export. This is set in Cover Page tab of Print Options (PDF), Excel Options (Microsoft Excel), and Word Options (Microsoft Word).

Note that if conflicting exchange rate data occurs, Hubble will use the most recent value to make the calculations.

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USER-DEFINED FILTERS

A User Defined Filter (UDF) allows you to define and save pre-set filter criteria for running inquiries. You can create and save multiple UDF sets and then choose the appropriate filter to use prior to running an inquiry.

This functionality will save time when preparing to run an inquiry since you no longer have to populate the filters individually with the desired values. This is especially helpful if you always use certain filter selections for a department or business unit, for example, so you don’t have to type in the same filter criteria each time you create a new inquiry.

User Defined Filters can be defined for Explorer users by the report designer. They also work in Hubble as default filters by user. If desired, Explorer users can create their own User Defined Filters and use them in their inquiries. The key is that the filter that the user defined set is based on must be in the Explorer Filter Layout so the Explorer user has access to this filter.

CREATE A UDF SET

1. On the Explorer menu, in the UDF group, click on the User Defined Filters.

2. Click New to name the filter set.

3. Click Add to add the filter selections. Alternatively, click Capture to automatically create a set of Items based on the filters that are populated in the current inquiry.

4. If you clicked Add, either manually type in or use the Visual Assist to define the filter selections.

5. Click OK.

6. If desired, choose more filter selections for this User Defined Filter Set.

7. Click OK to return to the main dialog.

Other options in the User Defined Filter Set dialog:

● Edit - edit an existing User Defined Filter Set● Remove – remove a User Defined Filter Set● Copy - copy a User Defined Filter Set● Default - apply the selected User Defined Filter Set to all new inquiries● Apply - apply the selected User Defined Filter Set to the current inquiry● The Apply to all Open Inquiries checkbox works in conjunction with the Apply button in

that it will apply the selected User Defined Filter Set to all open inquiries, including report packs

DEFAULT USER DEFINED FILTER SET

You can designate a default User Defined Filter Set to be used when opening a new inquiry so that those values automatically are populated in the filters.

1. On the Explorer menu, in the UDF group, click User Defined Filters.

2. Highlight the User Defined Filter Set you wish to set as the default.

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3. Click Default. You see this is marked accordingly under the column ‘Is Default’.

APPLYING A USER DEFINED FILTER SET

From within a new or existing inquiry:

1. Go to the Explorer menu, and in the UDF group, click on the drop-down next to the User Defined Filters button.

2. Select the User Defined Filter Set you wish to apply.

Alternatively, while within the User Defined Filter Set dialog, select the User Defined Filter Set and then click on either:

○ Apply – if you wish to apply the User Defined Filter Set to the current inquiry.

○ Mark the Apply to all Open Inquiries checkbox apply the selected User Defined Filter Set to all open inquiries, including report packs.

FILTER CONTROLS Any filter control added via Filter Layout or Explorer Filter Layout is respected. If any control has been added, you will see the controlled data accordingly when choosing filter selections.

• You can have multiple default User Defined Filter selections. • To remove the default status of a User Defined Filter Set, select it and click Default

again to remove this setting.

A User Defined Filter Set will only override the filters that are specified in that set. Any other populated filters in the inquiry will remain populated as they were before the User Defined Filter Set was applied. Also, User Defined Filter Sets will only be applied to filters that are visible in the main layout of the inquiry. This is important for reporting purposes in order to ensure visibility of the filter values that are being applied.

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